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
David Swanson David Swanson's Charles Schwab Experience March 2015 - Present
Job Senior Project Manager
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
ABM Industries November 2014 - January 2015
SunEdison August 2013 - October 2014
AGEISS Inc. March 2012 - August 2013
Booz Allen Hamilton April 2009 - March 2012
Noble Environmental Power June 2007 - March 2009
US Army June 1995 - June 2007
Skills
Energy, Program Management, Strategic Planning, Renewable Energy, Engineering, Supervisory Skills, Army, Cross-functional Team..., Solar, Management Consulting, Solar Energy, Sustainability, Contract Management, Management, Military, DoD, Government, Proposal Writing, Security Clearance, Project Management, Project Planning, Air Force, Environmental Awareness, Analysis, Alternative Energy, Energy Policy, Leadership, Risk Management, Energy Management, Operations Management, Engineering Management, Process Improvement, Risk Assessment, Energy Efficiency, Contract Negotiation, Procurement, Wind, Cleantech, Strategy, Sustainable Energy, Energy Conservation, Water, Energy Audits, Photovoltaics, Environmental Compliance, Environmental..., Power Generation, Facilities Management, Environmental Policy, Environmental...
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.)
United States Military Academy 1998 — 2002
BS, Business Management/Environmental Engineering
United States Military Academy Prep School 1997 — 1998
Bachelors of Science, Business and Environmental Eng.
Clermont Northeastern High School 1991 — 1995
High School
Charles Schwab March 2015 - Present
ABM Industries November 2014 - January 2015
SunEdison August 2013 - October 2014
AGEISS Inc. March 2012 - August 2013
Booz Allen Hamilton April 2009 - March 2012
Noble Environmental Power June 2007 - March 2009
US Army June 1995 - June 2007
Skills
Energy, Program Management, Strategic Planning, Renewable Energy, Engineering, Supervisory Skills, Army, Cross-functional Team..., Solar, Management Consulting, Solar Energy, Sustainability, Contract Management, Management, Military, DoD, Government, Proposal Writing, Security Clearance, Project Management, Project Planning, Air Force, Environmental Awareness, Analysis, Alternative Energy, Energy Policy, Leadership, Risk Management, Energy Management, Operations Management, Engineering Management, Process Improvement, Risk Assessment, Energy Efficiency, Contract Negotiation, Procurement, Wind, Cleantech, Strategy, Sustainable Energy, Energy Conservation, Water, Energy Audits, Photovoltaics, Environmental Compliance, Environmental..., Power Generation, Facilities Management, Environmental Policy, Environmental...
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.)
United States Military Academy 1998 — 2002
BS, Business Management/Environmental Engineering
United States Military Academy Prep School 1997 — 1998
Bachelors of Science, Business and Environmental Eng.
Clermont Northeastern High School 1991 — 1995
High School
Bouquet Boulter Bouquet Boulter's Charles Schwab Experience 2000 - 2003
Job Financial Planner
Industry Financial Services
Experience
Southside Bank Investment Services/Raymond James Financial Services, Inc. 2013 - Present
Tyler Independent School District 2012 - 2013
Bouquets by Bouquet 2003 - 2010
Charles Schwab 2000 - 2003
TGS Financial Advisors/Raymond James Financial Services, Inc. 1997 - 2000
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Southside Bank Investment Services/Raymond James Financial Services, Inc. 2013 - Present
Tyler Independent School District 2012 - 2013
Bouquets by Bouquet 2003 - 2010
Charles Schwab 2000 - 2003
TGS Financial Advisors/Raymond James Financial Services, Inc. 1997 - 2000
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Arts (B.A.), Psychology
David B McCoy's Charles Schwab Experience September 2012 - July 2013
Job Compliance Analyst at Enable Midstream Partners
Industry Oil & Energy
Experience
Enable Midstream Partners June 2014 - Present
Carter Federal CU September 2013 - June 2014
Charles Schwab September 2012 - July 2013
Skills
Series 7, Series 63, Crystal Reports, Microsoft Excel, Data Analysis, SQL DB2, SQL, Brokerage, Thompson One, Underwriting, Technical Support, Microsoft Office, Econometrics, Economics, Statistics, Statistical Data...
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Enable Midstream Partners June 2014 - Present
Carter Federal CU September 2013 - June 2014
Charles Schwab September 2012 - July 2013
Skills
Series 7, Series 63, Crystal Reports, Microsoft Excel, Data Analysis, SQL DB2, SQL, Brokerage, Thompson One, Underwriting, Technical Support, Microsoft Office, Econometrics, Economics, Statistics, Statistical Data...
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Karishma Lakhani Karishma Lakhani's Charles Schwab Experience January 2015 - Present
Job Derivatives Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Fidelity Financial Advisor Solutions June 2013 - January 2015
Northwestern Mutual June 2012 - June 2013
Skills
Microsoft Office, Public Speaking, Customer Service, Teamwork, Leadership, Consultative Selling, Asset Allocation, Mutual Funds, Portfolio Construction, Series 7, Series 63, Series 3, Futures Trading, Options Strategies
Education
The University of Texas at Austin 2009 — 2013
Bachelor's degree, Economics/Finance
Charles Schwab January 2015 - Present
Fidelity Financial Advisor Solutions June 2013 - January 2015
Northwestern Mutual June 2012 - June 2013
Skills
Microsoft Office, Public Speaking, Customer Service, Teamwork, Leadership, Consultative Selling, Asset Allocation, Mutual Funds, Portfolio Construction, Series 7, Series 63, Series 3, Futures Trading, Options Strategies
Education
The University of Texas at Austin 2009 — 2013
Bachelor's degree, Economics/Finance
Jerry Hernandez Jerry Hernandez's Charles Schwab Experience September 2008 - June 2013
Job Enterprise Data Warehouse Big Data Integration Developer at General Motors
Industry Financial Services
Experience
General Motors June 2013 - Present
Charles Schwab September 2008 - June 2013
Charles Schwab January 2005 - September 2008
Freescale Semiconductor October 1997 - January 2005
Freescale Semiconductor March 1995 - October 1997
Skills
SQL, Business Analysis, Requirements Analysis, Process Improvement, Visio, Visual Studio, ETL, Datastage, Teradata Data Warehouse, ETL Tools, .NET, XLMiner, @Risk, Microsoft Office, SAP, SAS E-Miner, Integration, Unix, Unix Shell Scripting, Data Warehousing, SharePoint
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
General Motors June 2013 - Present
Charles Schwab September 2008 - June 2013
Charles Schwab January 2005 - September 2008
Freescale Semiconductor October 1997 - January 2005
Freescale Semiconductor March 1995 - October 1997
Skills
SQL, Business Analysis, Requirements Analysis, Process Improvement, Visio, Visual Studio, ETL, Datastage, Teradata Data Warehouse, ETL Tools, .NET, XLMiner, @Risk, Microsoft Office, SAP, SAS E-Miner, Integration, Unix, Unix Shell Scripting, Data Warehousing, SharePoint
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Nick Soret Nick Soret's Charles Schwab Experience March 2000 - December 2003
Job Txtag
Industry Government Administration
Experience
Planned Furniture Promotions May 2005 - March 2012
AT&T Mobility 2003 - April 2005
Charles Schwab March 2000 - December 2003
Skills
Furniture, Microsoft Office, Interior Design, Customer Service, Microsoft Excel, Sales Management, Strategic Planning, Microsoft Word, New Business Development, Space-planning, Photoshop, Negotiation, Product Development, PowerPoint, Marketing Strategy, Retail, Budget, Sales
Education
The University of Texas at Austin
Planned Furniture Promotions May 2005 - March 2012
AT&T Mobility 2003 - April 2005
Charles Schwab March 2000 - December 2003
Skills
Furniture, Microsoft Office, Interior Design, Customer Service, Microsoft Excel, Sales Management, Strategic Planning, Microsoft Word, New Business Development, Space-planning, Photoshop, Negotiation, Product Development, PowerPoint, Marketing Strategy, Retail, Budget, Sales
Education
The University of Texas at Austin
Alan Nance Alan Nance's Charles Schwab Experience November 2011 - Present
Job Systems Administrator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
Charles Schwab September 2010 - October 2011
The University of Texas at El Paso September 2008 - July 2010
Skills
VMware, Veritas Volume Manager, SCCM, Microsoft Cluster, Powershell, Active Directory, Blogging, DJ, Remedy, BMC Remedy, Troubleshooting, Windows Server, Servers, Data Center, Customer Service, Enterprise Architecture, Microsoft Office
Education
The University of Texas at El Paso 2006 — 2010
BS, Computer and Information Sciences, General
Charles Schwab November 2011 - Present
Charles Schwab September 2010 - October 2011
The University of Texas at El Paso September 2008 - July 2010
Skills
VMware, Veritas Volume Manager, SCCM, Microsoft Cluster, Powershell, Active Directory, Blogging, DJ, Remedy, BMC Remedy, Troubleshooting, Windows Server, Servers, Data Center, Customer Service, Enterprise Architecture, Microsoft Office
Education
The University of Texas at El Paso 2006 — 2010
BS, Computer and Information Sciences, General
Carrie Rupprath Carrie Rupprath's Charles Schwab Experience July 2000 - July 2002
Job Attorney at Winstead PC
Industry Law Practice
Experience
Winstead PC September 2005 - Present
Charles Schwab July 2000 - July 2002
Education
The University of Texas at Austin 2002 — 2005
Doctor of Law (J.D.)
The University of Texas at Austin 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Winstead PC September 2005 - Present
Charles Schwab July 2000 - July 2002
Education
The University of Texas at Austin 2002 — 2005
Doctor of Law (J.D.)
The University of Texas at Austin 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Clay Olivier Clay Olivier's Charles Schwab Experience January 1995 - February 1997
Job CEO at Volusion
Industry Internet
Experience
Volusion March 2011 - Present
Volusion January 2004 - March 2011
Utopian Living, Inc. August 2002 - February 2004
Dell March 1997 - February 2002
Charles Schwab January 1995 - February 1997
Skills
E-commerce, SaaS, Start-ups, Lead Generation, Cloud Computing, Salesforce.com, Strategy, Strategic Partnerships, Analytics, Sales, Enterprise Software, Online Marketing, Web Analytics, Leadership, CRM
Education
The University of Texas at Austin
Volusion March 2011 - Present
Volusion January 2004 - March 2011
Utopian Living, Inc. August 2002 - February 2004
Dell March 1997 - February 2002
Charles Schwab January 1995 - February 1997
Skills
E-commerce, SaaS, Start-ups, Lead Generation, Cloud Computing, Salesforce.com, Strategy, Strategic Partnerships, Analytics, Sales, Enterprise Software, Online Marketing, Web Analytics, Leadership, CRM
Education
The University of Texas at Austin
Alysha Green Alysha Green's Charles Schwab Experience February 2015 - Present
Job Sr. Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Workforce Solutions Upper Rio Grande March 2014 - January 2015
Workforce Solutions Upper Rio Grande January 2014 - March 2014
Skills
Job Fair Coordination, Rapid Response..., WorkinTexas.com, TWIST, Sales, Staffing Services, Public Speaking, Event Management, Microsoft Office, Advertising, Nonprofits, Event Planning, Teaching, Leadership, Microsoft Word, Research, Management, Strategic Planning, Customer Service, PowerPoint, Public Relations, Community Outreach, Team Building
Education
The University of Texas at El Paso 2011 — 2013
Bachelor of Arts (B.A.), Anthropology
The University of Texas at El Paso
Minor, Biology, General
Charles Schwab February 2015 - Present
Workforce Solutions Upper Rio Grande March 2014 - January 2015
Workforce Solutions Upper Rio Grande January 2014 - March 2014
Skills
Job Fair Coordination, Rapid Response..., WorkinTexas.com, TWIST, Sales, Staffing Services, Public Speaking, Event Management, Microsoft Office, Advertising, Nonprofits, Event Planning, Teaching, Leadership, Microsoft Word, Research, Management, Strategic Planning, Customer Service, PowerPoint, Public Relations, Community Outreach, Team Building
Education
The University of Texas at El Paso 2011 — 2013
Bachelor of Arts (B.A.), Anthropology
The University of Texas at El Paso
Minor, Biology, General
Keith George Keith George's Charles Schwab Experience 2001 - 2002
Job Senior Vice President Brokerage Strategy and Product at Scottrade
Industry Financial Services
Experience
Scottrade November 2013 - Present
Wells Fargo Advisors 2010 - November 2013
Wells Fargo Advisors 2008 - 2010
Wells Fargo Advisors 2005 - 2007
VeraVest Investments, Inc. (a division of Allmerica Financial) 2003 - 2004
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Skills
Strategy, Sales Management, Strategic Planning, Marketing Strategy, Change Management, Strategy Implementation, Financial Services, Customer Experience, Analysis, Management, Business Planning, Process Improvement, Forecasting, Banking, Business Strategy, Finance, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 1983 — 1985
BBA, Finance
Scottrade November 2013 - Present
Wells Fargo Advisors 2010 - November 2013
Wells Fargo Advisors 2008 - 2010
Wells Fargo Advisors 2005 - 2007
VeraVest Investments, Inc. (a division of Allmerica Financial) 2003 - 2004
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Skills
Strategy, Sales Management, Strategic Planning, Marketing Strategy, Change Management, Strategy Implementation, Financial Services, Customer Experience, Analysis, Management, Business Planning, Process Improvement, Forecasting, Banking, Business Strategy, Finance, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 1983 — 1985
BBA, Finance
David Cordray David Cordray's Charles Schwab Experience 2002 - 2006
Job Director of Software Development | Software Quality
Industry Computer Software
Experience
Seeking New Opportunity August 2014 - Present
Fidelity Investments (PI - Personal Investment Group) 2013 - 2014
Independent Consultant 2010 - 2014
Vargo Companies 2008 - 2009
National Oilwell Varco 2006 - 2007
Charles Schwab 2002 - 2006
VIEO 2001 - 2002
Dell 2000 - 2001
IBM 1989 - 2000
Skills
Process Improvement, Software Development, Management, Team Management, Cross-functional Team..., Process Development, Executive Support, Dealing with Ambiguity, Agile Methodologies, SDLC, Business Innovation, Strategy, Program Management, Coaching, Creative Solutions, Change Management, Software Project..., Requirements Analysis, Security, Scrum, Product Management, Software Engineering, Distributed Systems, Start-ups, Testing, Enterprise Architecture, Outsourcing, Leadership, Technical Leadership, Quality Assurance, IT Strategy, Strategic Planning, Integration, Project Management, Consulting, Team Leadership, Vendor Management
Education
University of North Texas
Master's Degree, Computer Science
The University of Texas at Austin - The Red McCombs School of Business
Certification, Institute For Technical Managerial Leadership
University of North Texas
Bachelor's Degree, Computer Science
Seeking New Opportunity August 2014 - Present
Fidelity Investments (PI - Personal Investment Group) 2013 - 2014
Independent Consultant 2010 - 2014
Vargo Companies 2008 - 2009
National Oilwell Varco 2006 - 2007
Charles Schwab 2002 - 2006
VIEO 2001 - 2002
Dell 2000 - 2001
IBM 1989 - 2000
Skills
Process Improvement, Software Development, Management, Team Management, Cross-functional Team..., Process Development, Executive Support, Dealing with Ambiguity, Agile Methodologies, SDLC, Business Innovation, Strategy, Program Management, Coaching, Creative Solutions, Change Management, Software Project..., Requirements Analysis, Security, Scrum, Product Management, Software Engineering, Distributed Systems, Start-ups, Testing, Enterprise Architecture, Outsourcing, Leadership, Technical Leadership, Quality Assurance, IT Strategy, Strategic Planning, Integration, Project Management, Consulting, Team Leadership, Vendor Management
Education
University of North Texas
Master's Degree, Computer Science
The University of Texas at Austin - The Red McCombs School of Business
Certification, Institute For Technical Managerial Leadership
University of North Texas
Bachelor's Degree, Computer Science
Stephen Hilbert Stephen Hilbert's Charles Schwab Experience September 2002 - October 2009
Job Vice President of Distribution at Copperstone Partners
Industry Financial Services
Experience
Copperstone IDF Services October 2014 - Present
Strategic Capital January 2014 - Present
Kineta, Inc. 2013 - Present
Parody Products 2012 - Present
Immusoft Corporation August 2012 - Present
The Rainier Group October 2011 - November 2013
JP Morgan Asset Management September 2009 - August 2011
Charles Schwab September 2002 - October 2009
Dale Carnegie Training 2002 - 2004
Merrill Lynch January 2000 - January 2002
Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Business
University of Washington 1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy
ISB
Copperstone IDF Services October 2014 - Present
Strategic Capital January 2014 - Present
Kineta, Inc. 2013 - Present
Parody Products 2012 - Present
Immusoft Corporation August 2012 - Present
The Rainier Group October 2011 - November 2013
JP Morgan Asset Management September 2009 - August 2011
Charles Schwab September 2002 - October 2009
Dale Carnegie Training 2002 - 2004
Merrill Lynch January 2000 - January 2002
Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Business
University of Washington 1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy
ISB
Daniel Runyan Daniel Runyan's Charles Schwab Experience May 2008 - July 2008
Job Quantitative Developer at B.A.F. Management, LP
Industry Investment Banking
Experience
B.A.F. Management, LP March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Deutsche Bank September 2010 - July 2013
Charles Schwab May 2008 - July 2008
University of North Texas Health Science Center May 2003 - August 2005
Skills
KDB, Market Data, Trading Systems, Electronic Trading, Trading System
Education
The University of Texas at Austin 2006 — 2010
B.S., Pure Mathematics
B.A.F. Management, LP March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Deutsche Bank September 2010 - July 2013
Charles Schwab May 2008 - July 2008
University of North Texas Health Science Center May 2003 - August 2005
Skills
KDB, Market Data, Trading Systems, Electronic Trading, Trading System
Education
The University of Texas at Austin 2006 — 2010
B.S., Pure Mathematics
Lisa Summers Lisa Summers's Charles Schwab Experience May 2003 - May 2009
Job Product Management at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo December 2014 - Present
AAA Insurance (CSAA Insurance Group) 2012 - 2014
Wells Fargo 2009 - 2012
Charles Schwab May 2003 - May 2009
The MAX Project 1998 - 2002
DDB 1997 - 1998
Levi Strauss & Co. 1996 - 1997
IPG 1989 - 1996
Skills
Online Marketing, Direct Marketing, Integration, Product Launch, Cross Selling, Marketing Communications, Social Media, Product Marketing, Marketing Management, Lead Generation, Brand Development, Integrated Marketing, Promotions, B2B, Customer Acquisition, Publications, Marketing Strategy, Mergers, Digital Marketing, Email Marketing, Copywriting, Campaign Management, Product Management
Education
Thunderbird School of Global Management
Master of Business Administration, International Marketing
Wells Fargo December 2014 - Present
AAA Insurance (CSAA Insurance Group) 2012 - 2014
Wells Fargo 2009 - 2012
Charles Schwab May 2003 - May 2009
The MAX Project 1998 - 2002
DDB 1997 - 1998
Levi Strauss & Co. 1996 - 1997
IPG 1989 - 1996
Skills
Online Marketing, Direct Marketing, Integration, Product Launch, Cross Selling, Marketing Communications, Social Media, Product Marketing, Marketing Management, Lead Generation, Brand Development, Integrated Marketing, Promotions, B2B, Customer Acquisition, Publications, Marketing Strategy, Mergers, Digital Marketing, Email Marketing, Copywriting, Campaign Management, Product Management
Education
Thunderbird School of Global Management
Master of Business Administration, International Marketing
Damon Taylor, AAMS, AWMA Damon Taylor, AAMS, AWMA's Charles Schwab Experience January 1998 - October 2009
Job President/ Financial Advisor at Strategic Portfolio Solutions, LLC
Industry Financial Services
Experience
Strategic Portfolio Solutions, LLC May 2011 - Present
Texas Financial Resources January 2010 - March 2011
Charles Schwab January 1998 - October 2009
United States Marine Corps Reserve March 2002 - August 2007
FSC Securities Corporation/Mid First Bank January 1997 - January 1998
Morgan Stanley Dean Witter January 1995 - January 1996
United States Marine Corps Reserves November 1987 - November 1995
Paul Revere Financial Services January 1992 - January 1995
Skills
Series 7, Wealth Management, Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Asset Managment, Series 63, Risk Management, Investment Advisory, Asset Allocation, Securities, Mutual Funds, Investment Strategies, Series 65, Financial Analysis, Alternative Investments, Wealth, Insurance, Financial Planners, Life Insurance, Asset Management, FINRA, Finance, Wealth Management..., Retirement, Financial Services, Financial Advisory, Fixed Annuities, 401k, Investment Management, Financial Risk, IRAs, Wealth Accumulation, Personal Finance, Strategy, ETFs, High Net Worth..., Financial Planning
Education
The University of Texas at Dallas 2010 — 2011
BA, Economics
College of Financial Planning 2006 — 2007
Accredited Wealth Management Advisor, Accredited Asset Management Specialist, Investments and Securities
Putnam City 1985 — 1987
Putnam City
Strategic Portfolio Solutions, LLC May 2011 - Present
Texas Financial Resources January 2010 - March 2011
Charles Schwab January 1998 - October 2009
United States Marine Corps Reserve March 2002 - August 2007
FSC Securities Corporation/Mid First Bank January 1997 - January 1998
Morgan Stanley Dean Witter January 1995 - January 1996
United States Marine Corps Reserves November 1987 - November 1995
Paul Revere Financial Services January 1992 - January 1995
Skills
Series 7, Wealth Management, Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Asset Managment, Series 63, Risk Management, Investment Advisory, Asset Allocation, Securities, Mutual Funds, Investment Strategies, Series 65, Financial Analysis, Alternative Investments, Wealth, Insurance, Financial Planners, Life Insurance, Asset Management, FINRA, Finance, Wealth Management..., Retirement, Financial Services, Financial Advisory, Fixed Annuities, 401k, Investment Management, Financial Risk, IRAs, Wealth Accumulation, Personal Finance, Strategy, ETFs, High Net Worth..., Financial Planning
Education
The University of Texas at Dallas 2010 — 2011
BA, Economics
College of Financial Planning 2006 — 2007
Accredited Wealth Management Advisor, Accredited Asset Management Specialist, Investments and Securities
Putnam City 1985 — 1987
Putnam City
Lauren Nguyen, CFP® Lauren Nguyen, CFP®'s Charles Schwab Experience February 1998 - April 2011
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services March 2011 - Present
Charles Schwab February 1998 - April 2011
Fidelity Investments November 1993 - February 1998
Skills
Financial Planning, Financial Services, Wealth Management, Asset Allocation, Series 63, Asset Management, Securities, Insurance, Investment Advisory, Equities
Education
Nolan Catholic High School 1981 — 1985
The University of Texas at Dallas
BS, Business Finance
UBS Financial Services March 2011 - Present
Charles Schwab February 1998 - April 2011
Fidelity Investments November 1993 - February 1998
Skills
Financial Planning, Financial Services, Wealth Management, Asset Allocation, Series 63, Asset Management, Securities, Insurance, Investment Advisory, Equities
Education
Nolan Catholic High School 1981 — 1985
The University of Texas at Dallas
BS, Business Finance
Sneha Desai Sneha Desai's Charles Schwab Experience June 2015 - August 2015
Job Core & Trading Client Experience Intern at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab June 2015 - August 2015
CATCH Global Foundation February 2015 - May 2015
Eliza Page September 2014 - December 2014
ASD Healthcare May 2014 - August 2014
Gaylord Entertainment November 2013 - January 2014
Skills
Pharmaceutical Industry, Event Planning, WordPress, Qualtrics, PowerPoint, E-blast, Content Management, Salesforce.com, SharePoint, Clickback, Microsoft Word, Microsoft Publisher, Social Media Marketing, SurveyMonkey, Microsoft Excel, Outlook, Smartsheet, HootSuite, MyEmma, StatTools, Team Leadership, Blogging, Customer Service, Google Sites, Adobe Acrobat
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Marketing
Charles Schwab June 2015 - August 2015
CATCH Global Foundation February 2015 - May 2015
Eliza Page September 2014 - December 2014
ASD Healthcare May 2014 - August 2014
Gaylord Entertainment November 2013 - January 2014
Skills
Pharmaceutical Industry, Event Planning, WordPress, Qualtrics, PowerPoint, E-blast, Content Management, Salesforce.com, SharePoint, Clickback, Microsoft Word, Microsoft Publisher, Social Media Marketing, SurveyMonkey, Microsoft Excel, Outlook, Smartsheet, HootSuite, MyEmma, StatTools, Team Leadership, Blogging, Customer Service, Google Sites, Adobe Acrobat
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Marketing
Jason Meeker's Charles Schwab Experience June 2009 - May 2010
Job Public Relations Strategist, Content Marketer and Copywriter
Industry Marketing and Advertising
Experience
Meeker Marcom October 1998 - Present
AdPeople Worldwide July 2012 - April 2013
Tocquigny November 2011 - May 2012
The Hondo Group July 2011 - September 2011
Dell June 2010 - July 2011
Charles Schwab June 2009 - May 2010
Enfatico June 2008 - February 2009
SicolaMartin March 1997 - September 1998
The University of Texas at Austin, College of Communication January 1997 - May 1997
Staats Falkenberg & Partners August 1994 - March 1996
Skills
Copywriting, Public Relations, Online Marketing, Online Lead Generation, Online Advertising, Integrated Marketing, Interactive Marketing, Social Media Marketing, Advertising, Newsletters, SEO, Direct Marketing, Creative Direction, Press Releases, Digital Strategy, Brand Development, Direct Mail, Creative Strategy, Interactive Advertising, Brochures, Content Development, Email Marketing, Web Content, Lead Generation, Web Analytics, Strategy, Content Strategy, Marketing, Social Media, Corporate Branding, Digital Marketing, Copy Editing, Corporate Communications, Mac, Facebook, B2B Marketing, User Experience, Digital Media, Content Marketing, Web Content Management, Video, Mobile Marketing, Google Analytics, Marketing Communications, Content Management, Start-ups, Publishing, WordPress, B2B, Blogging
Education
The University of Texas at Austin
Bachelor of Arts, Journalism
Meeker Marcom October 1998 - Present
AdPeople Worldwide July 2012 - April 2013
Tocquigny November 2011 - May 2012
The Hondo Group July 2011 - September 2011
Dell June 2010 - July 2011
Charles Schwab June 2009 - May 2010
Enfatico June 2008 - February 2009
SicolaMartin March 1997 - September 1998
The University of Texas at Austin, College of Communication January 1997 - May 1997
Staats Falkenberg & Partners August 1994 - March 1996
Skills
Copywriting, Public Relations, Online Marketing, Online Lead Generation, Online Advertising, Integrated Marketing, Interactive Marketing, Social Media Marketing, Advertising, Newsletters, SEO, Direct Marketing, Creative Direction, Press Releases, Digital Strategy, Brand Development, Direct Mail, Creative Strategy, Interactive Advertising, Brochures, Content Development, Email Marketing, Web Content, Lead Generation, Web Analytics, Strategy, Content Strategy, Marketing, Social Media, Corporate Branding, Digital Marketing, Copy Editing, Corporate Communications, Mac, Facebook, B2B Marketing, User Experience, Digital Media, Content Marketing, Web Content Management, Video, Mobile Marketing, Google Analytics, Marketing Communications, Content Management, Start-ups, Publishing, WordPress, B2B, Blogging
Education
The University of Texas at Austin
Bachelor of Arts, Journalism
Edwin Rosario, MBA's Charles Schwab Experience May 2015 - Present
Job Consistent Student Mentality
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Full Beauty Brands March 2014 - April 2015
Verizon Wireless December 2012 - March 2014
JDW Insurance May 2011 - April 2012
State Farm February 2010 - October 2010
State Farm December 2008 - February 2010
State Farm February 2005 - November 2008
Skills
Sales, Customer Satisfaction, Customer Retention, Customer Experience, Direct Sales, Telecommunications, Wireless, Call Centers, Sales Operations, Account Management, Sales Process, Cold Calling, Customer Service, Salesforce.com, Sales Management, Mobile Devices, Retail Sales, Retail, Solution Selling, Team Leadership, Selling, VoIP, CRM, Leadership, Management, Training, Strategy, Project Management, Insurance, Teamwork, Troubleshooting, Employee Benefits, B2B, Product Management, Employee Training, Building Relationships, Team Building, Managed Services, Time Management, Recruiting, Coaching
Education
University of Phoenix 2009 — 2012
Master of Business Administration (M.B.A.), Marketing
The University of Texas at El Paso 2002 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charles Schwab May 2015 - Present
Full Beauty Brands March 2014 - April 2015
Verizon Wireless December 2012 - March 2014
JDW Insurance May 2011 - April 2012
State Farm February 2010 - October 2010
State Farm December 2008 - February 2010
State Farm February 2005 - November 2008
Skills
Sales, Customer Satisfaction, Customer Retention, Customer Experience, Direct Sales, Telecommunications, Wireless, Call Centers, Sales Operations, Account Management, Sales Process, Cold Calling, Customer Service, Salesforce.com, Sales Management, Mobile Devices, Retail Sales, Retail, Solution Selling, Team Leadership, Selling, VoIP, CRM, Leadership, Management, Training, Strategy, Project Management, Insurance, Teamwork, Troubleshooting, Employee Benefits, B2B, Product Management, Employee Training, Building Relationships, Team Building, Managed Services, Time Management, Recruiting, Coaching
Education
University of Phoenix 2009 — 2012
Master of Business Administration (M.B.A.), Marketing
The University of Texas at El Paso 2002 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Gabrielle Bernard Gabrielle Bernard's Charles Schwab Experience October 2014 - Present
Job Retirement Business Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Charles Schwab August 2013 - October 2014
Charles Schwab August 2011 - August 2013
USAA March 2010 - March 2011
Skills
Portfolio Management, Series 7, Investments, Asset Management, Series 63, Financial Services, Trading, Insurance, Finance, Securities, Microsoft Excel, Access, Data Analysis, Problem Solving
Education
The University of Texas at Austin
Bachelor of Arts (B.A.)
Charles Schwab October 2014 - Present
Charles Schwab August 2013 - October 2014
Charles Schwab August 2011 - August 2013
USAA March 2010 - March 2011
Skills
Portfolio Management, Series 7, Investments, Asset Management, Series 63, Financial Services, Trading, Insurance, Finance, Securities, Microsoft Excel, Access, Data Analysis, Problem Solving
Education
The University of Texas at Austin
Bachelor of Arts (B.A.)
Eden Mondragon Eden Mondragon's Charles Schwab Experience May 2014 - August 2015
Job Software Engineer at Civitas Learning
Industry Financial Services
Experience
Civitas Learning September 2015 - Present
Charles Schwab May 2014 - August 2015
Charles Schwab June 2011 - May 2014
Bank of America Merrill Lynch August 2008 - July 2011
Merrill Lynch June 2007 - August 2007
IBM September 2006 - May 2007
Skills
Software Development, SQL, C#, Java Enterprise Edition, .NET, Software Project..., Unix Shell Scripting, Linux, Databases, REST
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Science (BS), Computer Science
Civitas Learning September 2015 - Present
Charles Schwab May 2014 - August 2015
Charles Schwab June 2011 - May 2014
Bank of America Merrill Lynch August 2008 - July 2011
Merrill Lynch June 2007 - August 2007
IBM September 2006 - May 2007
Skills
Software Development, SQL, C#, Java Enterprise Edition, .NET, Software Project..., Unix Shell Scripting, Linux, Databases, REST
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Science (BS), Computer Science
Jacinth Au's Charles Schwab Experience 2008 - Present
Job Senior Manager, Platform & Product Solutions at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab 2008 - Present
Charles Schwab 2005 - 2008
Macy's 2003 - 2005
Hobbs Ltd./Kelly Services 2001 - 2002
Ogilvy Interactive 2000 - 2000
D'Arcy 1999 - 2000
Starlight Advertising 1998 - 1999
Providian Financial 1997 - 1998
Skills
Cross-functional Team..., Thought Leadership, Project Management, Strategic Communications, Marketing, Creative..., Relationship Management, Team Building, Marketing Communications, Strategic Planning, Product Marketing, Advertising, Integrated Marketing, Communications Planning, Strategy, Leadership, Sales
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA) in Global Management, Cumulative GPA: 3.504
SAE Technology College in London 2001 — 2001
Multimedia Producer Course
University of Hawaii at Manoa 1995 — 1997
Bachelor of Arts (BA) in Communication, Cumulative GPA: 3.67
Charles Schwab 2008 - Present
Charles Schwab 2005 - 2008
Macy's 2003 - 2005
Hobbs Ltd./Kelly Services 2001 - 2002
Ogilvy Interactive 2000 - 2000
D'Arcy 1999 - 2000
Starlight Advertising 1998 - 1999
Providian Financial 1997 - 1998
Skills
Cross-functional Team..., Thought Leadership, Project Management, Strategic Communications, Marketing, Creative..., Relationship Management, Team Building, Marketing Communications, Strategic Planning, Product Marketing, Advertising, Integrated Marketing, Communications Planning, Strategy, Leadership, Sales
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA) in Global Management, Cumulative GPA: 3.504
SAE Technology College in London 2001 — 2001
Multimedia Producer Course
University of Hawaii at Manoa 1995 — 1997
Bachelor of Arts (BA) in Communication, Cumulative GPA: 3.67
James Duran James Duran's Charles Schwab Experience March 2015 - Present
Job Staff Software Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2015 - Present
eBay July 2013 - February 2015
IBM June 2011 - July 2013
Green Apples Designs February 2009 - May 2011
Skills
Java, Linux, C++, JavaScript, PHP, Servlets, MySQL, Node.js, jQuery, Data Visualization, Object Oriented Design, HTML, Git, Architecture, Web Development, Eclipse, Architectures, Hibernate
Education
The University of Texas-Pan American 2007 — 2011
Bachelor of Science (BS), Computer Engineering, Cumulative GPA: 3.81, Magna Cum Laude
Charles Schwab March 2015 - Present
eBay July 2013 - February 2015
IBM June 2011 - July 2013
Green Apples Designs February 2009 - May 2011
Skills
Java, Linux, C++, JavaScript, PHP, Servlets, MySQL, Node.js, jQuery, Data Visualization, Object Oriented Design, HTML, Git, Architecture, Web Development, Eclipse, Architectures, Hibernate
Education
The University of Texas-Pan American 2007 — 2011
Bachelor of Science (BS), Computer Engineering, Cumulative GPA: 3.81, Magna Cum Laude
Allan Juranek Allan Juranek's Charles Schwab Experience December 2013 - June 2015
Job Controller at CenterPoint Energy
Industry Oil & Energy
Experience
CenterPoint Energy June 2015 - Present
Charles Schwab December 2013 - June 2015
Charles Schwab April 2011 - December 2013
BBVA Compass April 2010 - December 2010
ACE Group May 2009 - January 2010
U.S. House of Representatives March 2008 - May 2008
Skills
Finance, Leadership, Series 7, Financial Analysis, Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Planning, Customer Service
Education
The University of Texas at Austin 2003 — 2007
BA, Economics, Political Science
CenterPoint Energy June 2015 - Present
Charles Schwab December 2013 - June 2015
Charles Schwab April 2011 - December 2013
BBVA Compass April 2010 - December 2010
ACE Group May 2009 - January 2010
U.S. House of Representatives March 2008 - May 2008
Skills
Finance, Leadership, Series 7, Financial Analysis, Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Planning, Customer Service
Education
The University of Texas at Austin 2003 — 2007
BA, Economics, Political Science
Martha Gallardo Massing, CPA Martha Gallardo Massing, CPA's Charles Schwab Experience June 2015 - Present
Job Senior Manager, Internal Control & Risk Management at Charles Schwab
Industry Accounting
Experience
Charles Schwab June 2015 - Present
Skills
Auditing, Accounting, Internal Controls, Internal Audit, Financial Reporting, Risk Assessment, Financial Accounting, External Audit, Financial Analysis, Financial Statements, GAAP, Financial Audits, Assurance, Revenue Recognition, Banking, US GAAP, Finance
Education
The University of Texas at El Paso 2000 — 2002
Master of Business Administration (M.B.A.)
Instituto Tecnologico de Ciudad Juarez 1994 — 1999
Bachelor's degree, Accounting
Charles Schwab June 2015 - Present
Skills
Auditing, Accounting, Internal Controls, Internal Audit, Financial Reporting, Risk Assessment, Financial Accounting, External Audit, Financial Analysis, Financial Statements, GAAP, Financial Audits, Assurance, Revenue Recognition, Banking, US GAAP, Finance
Education
The University of Texas at El Paso 2000 — 2002
Master of Business Administration (M.B.A.)
Instituto Tecnologico de Ciudad Juarez 1994 — 1999
Bachelor's degree, Accounting
Jason Garza Jason Garza's Charles Schwab Experience August 2011 - February 2012
Job Social Media Sales Associate at Main Street Hub
Industry Public Relations and Communications
Experience
Charles Schwab August 2011 - February 2012
Apple May 2008 - August 2011
Sprint Nextel May 2005 - March 2008
Skills
Spanish, Sales, Retail, Coaching, Time Management
Education
McCoy College of Business Texas State University 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
The University of Texas-Pan American 2004 — 2005
Bachelor, Business Administration; Marketing
Charles Schwab August 2011 - February 2012
Apple May 2008 - August 2011
Sprint Nextel May 2005 - March 2008
Skills
Spanish, Sales, Retail, Coaching, Time Management
Education
McCoy College of Business Texas State University 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
The University of Texas-Pan American 2004 — 2005
Bachelor, Business Administration; Marketing
Danielle Ogier Danielle Ogier's Charles Schwab Experience 1996 - 2000
Job Flight Attendant at Continental Airlines
Industry Airlines/Aviation
Experience
Continental Airlines 2001 - Present
Charles Schwab 1996 - 2000
Education
The University of Texas at Austin 1970 — 1974
BBA, Accounting
The University of Texas at Austin
BBA, Accounting
Continental Airlines 2001 - Present
Charles Schwab 1996 - 2000
Education
The University of Texas at Austin 1970 — 1974
BBA, Accounting
The University of Texas at Austin
BBA, Accounting
Corey Hookstra Corey Hookstra's Charles Schwab Experience 1999 - 2004
Job President eESI║Human Resources Consultant║PEO/HRO Industry║Group Health/P&C Agent
Industry Human Resources
Experience
eESI May 2004 - Present
eEmployers Solutions, Inc. (eESI) April 2004 - Present
CyberTrader August 1999 - April 2004
Charles Schwab 1999 - 2004
Skills
Employee Benefits, Workers Compensation, Employee Relations, Risk Management, Customer Relations, Strategic Planning, Health Insurance, New Business Development, Payroll, Deferred Compensation, Human Resources, Customer Service, PEO, Insurance, Social Media Marketing, Personnel Management, Account Management, Marketing Strategy, Business Development, Marketing Communications, Marketing
Education
The University of Texas at San Antonio 1991 — 1995
BA
eESI May 2004 - Present
eEmployers Solutions, Inc. (eESI) April 2004 - Present
CyberTrader August 1999 - April 2004
Charles Schwab 1999 - 2004
Skills
Employee Benefits, Workers Compensation, Employee Relations, Risk Management, Customer Relations, Strategic Planning, Health Insurance, New Business Development, Payroll, Deferred Compensation, Human Resources, Customer Service, PEO, Insurance, Social Media Marketing, Personnel Management, Account Management, Marketing Strategy, Business Development, Marketing Communications, Marketing
Education
The University of Texas at San Antonio 1991 — 1995
BA
Alexandra Levy Alexandra Levy's Charles Schwab Experience June 1999 - December 1999
Job Project Cost Accountant at ThyssenKrupp Industrial Solutions
Industry Mining & Metals
Experience
ThyssenKrupp Industrial Solutions September 2014 - Present
Gold Fields Ltd. December 2011 - April 2014
Frontier Mining Ltd, a mineral exploration and development company that was incorporated in 1998 for May 2000 - November 2011
Charles Schwab June 1999 - December 1999
Production & Research Institute for Engineering Construction Survey September 1987 - September 1996
Skills
Financial Modeling, Mac/PC proficient, Microsoft Office, Quickbooks, International..., Financial Reporting, Corporate Finance, Mining, Financial Accounting, Budget, Internal Controls, Managerial Finance, Budgets, QuickBooks, Accounting, Auditing, Finance, Gold, Strategic Financial..., Microsoft Excel, General Ledger, Project Planning, Management, Accounts Payable, Analysis, Payroll, Business Planning, Due Diligence, Financial Statements, Financial Planning
Education
Thunderbird School of Global Management 1997 — 1998
MBA, International Management/Finance
Moscow State University 1982 — 1987
MS, Hydrogeology and Engineering Geology
ThyssenKrupp Industrial Solutions September 2014 - Present
Gold Fields Ltd. December 2011 - April 2014
Frontier Mining Ltd, a mineral exploration and development company that was incorporated in 1998 for May 2000 - November 2011
Charles Schwab June 1999 - December 1999
Production & Research Institute for Engineering Construction Survey September 1987 - September 1996
Skills
Financial Modeling, Mac/PC proficient, Microsoft Office, Quickbooks, International..., Financial Reporting, Corporate Finance, Mining, Financial Accounting, Budget, Internal Controls, Managerial Finance, Budgets, QuickBooks, Accounting, Auditing, Finance, Gold, Strategic Financial..., Microsoft Excel, General Ledger, Project Planning, Management, Accounts Payable, Analysis, Payroll, Business Planning, Due Diligence, Financial Statements, Financial Planning
Education
Thunderbird School of Global Management 1997 — 1998
MBA, International Management/Finance
Moscow State University 1982 — 1987
MS, Hydrogeology and Engineering Geology
Larry Jewik Larry Jewik's Charles Schwab Experience April 1997 - December 2007
Job Executive Vice President, Wells Fargo Audit Services at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2011 - Present
Kaiser Permanente IT January 2009 - April 2011
Freddie Mac April 2008 - December 2008
Charles Schwab April 1997 - December 2007
American Management Systems (AMS) April 1996 - April 1997
Coopers & Lybrand October 1990 - March 1996
General Electric Consulting Services September 1989 - September 1990
Greenbrier & Russel 1987 - 1989
Electronic Data Systems 1985 - 1987
Skills
Risk Assessment, Sarbanes-Oxley, Due Diligence, Privacy Law, Business Continuity..., AML, Integration, Infrastructure..., Offshore Outsourcing, Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Risk Management, CISA, Internal Audit, Self Assessment, Governance, Operational Risk..., Financial Services, Management, Leadership, Information Security, Business Process, Strategy, Auditing, Internal Controls, Accounting, Finance, Banking, Security, Information Technology, PCI DSS, Operational Risk
Education
University of Missouri-Rolla 1984 — 1985
BS, Computer Science
The University of Texas at Austin 1981 — 1984
Electrical and Electronics Engineering
Wells Fargo Bank May 2011 - Present
Kaiser Permanente IT January 2009 - April 2011
Freddie Mac April 2008 - December 2008
Charles Schwab April 1997 - December 2007
American Management Systems (AMS) April 1996 - April 1997
Coopers & Lybrand October 1990 - March 1996
General Electric Consulting Services September 1989 - September 1990
Greenbrier & Russel 1987 - 1989
Electronic Data Systems 1985 - 1987
Skills
Risk Assessment, Sarbanes-Oxley, Due Diligence, Privacy Law, Business Continuity..., AML, Integration, Infrastructure..., Offshore Outsourcing, Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Risk Management, CISA, Internal Audit, Self Assessment, Governance, Operational Risk..., Financial Services, Management, Leadership, Information Security, Business Process, Strategy, Auditing, Internal Controls, Accounting, Finance, Banking, Security, Information Technology, PCI DSS, Operational Risk
Education
University of Missouri-Rolla 1984 — 1985
BS, Computer Science
The University of Texas at Austin 1981 — 1984
Electrical and Electronics Engineering
Greg Jenkins, CFA Greg Jenkins, CFA's Charles Schwab Experience December 2001 - April 2007
Job Senior Director at Invesco Ltd. Chair, Invesco DC Institute
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Stephanie Malone Stephanie Malone's Charles Schwab Experience 2008 - 2010
Job Writer, Designer, Creative/Marketing Director
Industry Marketing and Advertising
Experience
Airrosti Rehab Centers June 2010 - Present
Stephanie Malone {Design} 2007 - Present
Charles Schwab 2008 - 2010
The 401(k) Company July 2006 - June 2008
The 401(k) Company July 2003 - July 2006
The 401(k) Company July 2001 - July 2003
Handtech March 1999 - May 2001
Skills
Marketing Communications, Budgets, Advertising, Public Relations, Social Media, Social Media Measurement, Graphic Design, Photoshop, Corporate Branding, InDesign, Management, Copywriting, Marketing, Start-ups, Strategic Communications, Strategic Planning, Web Design, Strategy, Art Direction, Editing, Leadership, Marketing Strategy, Business Development, Creative Direction, Training, Project Management, Email Marketing, Brand Development, Corporate Identity, Online Marketing, Newsletters, Creative Strategy, Social Networking, Event Planning, SEO, Blogging, Event Management, WordPress, Press Releases, Brand Management
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Airrosti Rehab Centers June 2010 - Present
Stephanie Malone {Design} 2007 - Present
Charles Schwab 2008 - 2010
The 401(k) Company July 2006 - June 2008
The 401(k) Company July 2003 - July 2006
The 401(k) Company July 2001 - July 2003
Handtech March 1999 - May 2001
Skills
Marketing Communications, Budgets, Advertising, Public Relations, Social Media, Social Media Measurement, Graphic Design, Photoshop, Corporate Branding, InDesign, Management, Copywriting, Marketing, Start-ups, Strategic Communications, Strategic Planning, Web Design, Strategy, Art Direction, Editing, Leadership, Marketing Strategy, Business Development, Creative Direction, Training, Project Management, Email Marketing, Brand Development, Corporate Identity, Online Marketing, Newsletters, Creative Strategy, Social Networking, Event Planning, SEO, Blogging, Event Management, WordPress, Press Releases, Brand Management
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Sheldon Eden Sheldon Eden's Charles Schwab Experience February 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry Computer Software
Experience
Charles Schwab February 2014 - Present
BrainStorm, Inc. August 2012 - February 2014
AirClic April 2011 - April 2012
InfoTrust July 2009 - April 2011
Infotrust July 2009 - April 2011
Applied Materials May 2007 - May 2009
agileTCP March 2007 - May 2009
Applied Materials 2004 - 2008
Taos March 2004 - March 2007
Texas Education Agency 2003 - 2004
Education
The University of Texas at Austin 1993 — 1997
Round Rock High School 1989 — 1993
Charles Schwab February 2014 - Present
BrainStorm, Inc. August 2012 - February 2014
AirClic April 2011 - April 2012
InfoTrust July 2009 - April 2011
Infotrust July 2009 - April 2011
Applied Materials May 2007 - May 2009
agileTCP March 2007 - May 2009
Applied Materials 2004 - 2008
Taos March 2004 - March 2007
Texas Education Agency 2003 - 2004
Education
The University of Texas at Austin 1993 — 1997
Round Rock High School 1989 — 1993
Robert Ennis Robert Ennis's Charles Schwab Experience July 1993 - October 1996
Job Senior Executive
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - July 2011
CPA Data Exchange, LLC May 2002 - February 2006
Legg Mason June 1999 - May 2002
Legg Mason October 1996 - June 1999
Charles Schwab July 1993 - October 1996
Charles Schwab July 1991 - January 1993
Merrill Lynch December 1989 - April 1991
Merrill Lynch June 1987 - November 1989
Skills
Asset Allocation, Mutual Funds, Training, Wealth Management, Finance, Series 63, Securities, Series 7, Sales Management, Investment Advisory, Investments, Portfolio Management, Asset Management, Series 65, Equities, Sales, Alternative Investments
Education
Thomas Edison State College
BSBA, Finance & Marketing
Morgan Stanley Smith Barney March 2006 - July 2011
CPA Data Exchange, LLC May 2002 - February 2006
Legg Mason June 1999 - May 2002
Legg Mason October 1996 - June 1999
Charles Schwab July 1993 - October 1996
Charles Schwab July 1991 - January 1993
Merrill Lynch December 1989 - April 1991
Merrill Lynch June 1987 - November 1989
Skills
Asset Allocation, Mutual Funds, Training, Wealth Management, Finance, Series 63, Securities, Series 7, Sales Management, Investment Advisory, Investments, Portfolio Management, Asset Management, Series 65, Equities, Sales, Alternative Investments
Education
Thomas Edison State College
BSBA, Finance & Marketing
David Bonnes, CFP® David Bonnes, CFP®'s Charles Schwab Experience January 2001 - January 2003
Job Financial Representative
Industry Financial Services
Experience
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Laura Horne Laura Horne's Charles Schwab Experience January 2014 - Present
Job Managing Director, Project Services
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab July 2007 - December 2013
Kershner Trading Group January 2006 - May 2007
Transcend Capital June 2004 - December 2005
Electronic Trading Group.LLC June 2003 - June 2004
Protrader Securities Corp April 1996 - June 2003
Education
The University of Texas at Austin 1990 — 1995
Charles Schwab January 2014 - Present
Charles Schwab July 2007 - December 2013
Kershner Trading Group January 2006 - May 2007
Transcend Capital June 2004 - December 2005
Electronic Trading Group.LLC June 2003 - June 2004
Protrader Securities Corp April 1996 - June 2003
Education
The University of Texas at Austin 1990 — 1995
David Neff David Neff's Charles Schwab Experience August 2015 - Present
Job Platform & Product Solutions at Charles Schwab
Industry Computer Software
Experience
Charles Schwab August 2015 - Present
HomeAway.com July 2015 - August 2015
Google May 2014 - May 2015
Adometry March 2014 - May 2014
TEKsystems March 2013 - March 2014
Affiniscape April 2012 - March 2013
Affiniscape March 2011 - April 2012
Wright Strategies June 2010 - November 2010
Web Head Group March 2009 - February 2010
This-Function Records May 2004 - December 2005
Skills
Computer Repair, Music Production, Web Project Management, Software Implementation, Databases, SaaS, Marketing, Project Management, Web Development, Business Development, Google Analytics, CMS, Training, Salesforce.com, Quality Assurance, CRM, Software Project..., Business Analysis, Account Management, Integration, Enterprise Software, Management, Software Documentation, Customer Service, Email Marketing, Leadership, Program Management
Education
The University of Texas at San Antonio 2003 — 2010
Bachelor of Business Administration, General Business
Charles Schwab August 2015 - Present
HomeAway.com July 2015 - August 2015
Google May 2014 - May 2015
Adometry March 2014 - May 2014
TEKsystems March 2013 - March 2014
Affiniscape April 2012 - March 2013
Affiniscape March 2011 - April 2012
Wright Strategies June 2010 - November 2010
Web Head Group March 2009 - February 2010
This-Function Records May 2004 - December 2005
Skills
Computer Repair, Music Production, Web Project Management, Software Implementation, Databases, SaaS, Marketing, Project Management, Web Development, Business Development, Google Analytics, CMS, Training, Salesforce.com, Quality Assurance, CRM, Software Project..., Business Analysis, Account Management, Integration, Enterprise Software, Management, Software Documentation, Customer Service, Email Marketing, Leadership, Program Management
Education
The University of Texas at San Antonio 2003 — 2010
Bachelor of Business Administration, General Business
Jinkuk Nahidi Jinkuk Nahidi's Charles Schwab Experience March 2012 - Present
Job Sr. Frontend Development Manager at Charles Schwab
Industry Internet
Experience
Charles Schwab March 2012 - Present
Freelance Website Developer July 2010 - Present
Charles Schwab 2011 - March 2012
Charles Schwab June 2010 - April 2011
Rackspace Hosting January 2009 - May 2010
MyToons 2008 - 2009
Silicon Laboratories June 2007 - December 2007
AISD August 2004 - May 2007
IBM 1999 - 2001
Skills
JavaScript, jQuery, CSS, Web Development, MySQL, Agile Methodologies, User Experience, HTML, Ruby on Rails, SEO, Web Applications, Ruby, XHTML, Cloud Computing, Front-end, OOP, Photoshop, User Interface, Scrum, Subversion, Lead Generation, Software Development, Information Architecture, User Interface Design, AJAX, E-commerce, Analytics, Requirements Analysis, PHP, Java, WordPress, XML
Education
The University of Texas at Austin 1998 — 2003
BS, Electrical Engineering
Charles Schwab March 2012 - Present
Freelance Website Developer July 2010 - Present
Charles Schwab 2011 - March 2012
Charles Schwab June 2010 - April 2011
Rackspace Hosting January 2009 - May 2010
MyToons 2008 - 2009
Silicon Laboratories June 2007 - December 2007
AISD August 2004 - May 2007
IBM 1999 - 2001
Skills
JavaScript, jQuery, CSS, Web Development, MySQL, Agile Methodologies, User Experience, HTML, Ruby on Rails, SEO, Web Applications, Ruby, XHTML, Cloud Computing, Front-end, OOP, Photoshop, User Interface, Scrum, Subversion, Lead Generation, Software Development, Information Architecture, User Interface Design, AJAX, E-commerce, Analytics, Requirements Analysis, PHP, Java, WordPress, XML
Education
The University of Texas at Austin 1998 — 2003
BS, Electrical Engineering
Romin Chitrakar's Charles Schwab Experience April 2010 - Present
Job Technical Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2010 - Present
GMAC/Lewtan Technologies May 2007 - May 2009
Skills
Business Analysis, XML, Web Development, SDLC, Web Services, Oracle, Project Management, Quality Assurance, Program Management, Vendor Management, PL/SQL, Microsoft SQL Server, Product Management, SQL, Agile Methodologies, Visio, SharePoint
Education
The University of Texas at Dallas 1999 — 2004
Bachelors, Computer Science
Charles Schwab April 2010 - Present
GMAC/Lewtan Technologies May 2007 - May 2009
Skills
Business Analysis, XML, Web Development, SDLC, Web Services, Oracle, Project Management, Quality Assurance, Program Management, Vendor Management, PL/SQL, Microsoft SQL Server, Product Management, SQL, Agile Methodologies, Visio, SharePoint
Education
The University of Texas at Dallas 1999 — 2004
Bachelors, Computer Science
Nicolae Stiurca Nicolae Stiurca's Charles Schwab Experience June 2008 - August 2008
Job Student at The University of Texas at Austin
Industry Computer Software
Experience
TRACLabs, Inc. 2010 - 2010
National Instruments June 2009 - August 2009
Charles Schwab June 2008 - August 2008
Education
The University of Texas at Austin 2007 — 2010
B.S., Computer Science
Westlake High School 2003 — 2007
TRACLabs, Inc. 2010 - 2010
National Instruments June 2009 - August 2009
Charles Schwab June 2008 - August 2008
Education
The University of Texas at Austin 2007 — 2010
B.S., Computer Science
Westlake High School 2003 — 2007
G Cory Warren's Charles Schwab Experience 2000 - 2004
Job Digital Communications and Content Development
Industry Information Technology and Services
Experience
LifeLock April 2014 - Present
Levi Strauss & Co. April 2010 - April 2014
Gap Inc. January 2005 - April 2010
Charles Schwab 2000 - 2004
Burson-Marsteller 1999 - 2000
Skills
Video, Video Production, Video Editing, Internal Communications, Writing, News Writing, Executive-level..., Event Planning, Public Relations, Media Relations, Strategy, Press Releases, Strategic Communications, Corporate Communications, Marketing Communications, Marketing, Integrated Marketing, Leadership, Social Media, Crisis Communications
Education
The University of Texas at Austin
Bachelor's degree, Journalism
The University of Texas at Austin
BBA, Finance, General
LifeLock April 2014 - Present
Levi Strauss & Co. April 2010 - April 2014
Gap Inc. January 2005 - April 2010
Charles Schwab 2000 - 2004
Burson-Marsteller 1999 - 2000
Skills
Video, Video Production, Video Editing, Internal Communications, Writing, News Writing, Executive-level..., Event Planning, Public Relations, Media Relations, Strategy, Press Releases, Strategic Communications, Corporate Communications, Marketing Communications, Marketing, Integrated Marketing, Leadership, Social Media, Crisis Communications
Education
The University of Texas at Austin
Bachelor's degree, Journalism
The University of Texas at Austin
BBA, Finance, General
Marc Rigsby, MBA's Charles Schwab Experience December 2010 - July 2014
Job Builds and transforms teams within matrixed organizations resulting in successful implementation of enterprise solutions
Industry Information Technology and Services
Experience
HID Global August 2015 - Present
Apogee Revenue Management, LLC January 2012 - August 2015
Farm Credit Bank of Texas October 2014 - June 2015
Charles Schwab December 2010 - July 2014
Nordstrom March 2008 - March 2010
Advanced Micro Devices 2010 - 2010
Epsilon November 2006 - March 2008
C4 Solutions, LLC July 1996 - October 2006
Skills
Vendor Management, SDLC, Business Intelligence, Project Management, Program Management, Process Improvement, Software Project..., Visio, Cross-functional Team..., CRM, Business Analysis, Management, Leadership, Project Portfolio..., Integration
Education
University of Phoenix 2003 — 2005
MBA, e-Business
The University of Texas at Austin 2001 — 2003
BS, Corporate Communication
Walden University
Doctor of Philosophy (Ph.D.) Candidate, Information Systems Management/Decision Sciences
HID Global August 2015 - Present
Apogee Revenue Management, LLC January 2012 - August 2015
Farm Credit Bank of Texas October 2014 - June 2015
Charles Schwab December 2010 - July 2014
Nordstrom March 2008 - March 2010
Advanced Micro Devices 2010 - 2010
Epsilon November 2006 - March 2008
C4 Solutions, LLC July 1996 - October 2006
Skills
Vendor Management, SDLC, Business Intelligence, Project Management, Program Management, Process Improvement, Software Project..., Visio, Cross-functional Team..., CRM, Business Analysis, Management, Leadership, Project Portfolio..., Integration
Education
University of Phoenix 2003 — 2005
MBA, e-Business
The University of Texas at Austin 2001 — 2003
BS, Corporate Communication
Walden University
Doctor of Philosophy (Ph.D.) Candidate, Information Systems Management/Decision Sciences
Carin Saunders Carin Saunders's Charles Schwab Experience 1992 - 1993
Job MBA Business savvy, finance leader for management, planning and decision support
Industry Management Consulting
Experience
TranSystems Corporation 2006 - December 2012
Manalytics International 1998 - 2005
Manalytics International 1994 - 1997
Charles Schwab 1992 - 1993
Skills
Management, Strategic Planning, Financial Analysis, Mergers, Budgets, International Trade, Project Management, Financial Forecasting, Financial Reporting, Transportation, Business Planning, Logistics, Operations Management, Market Research, Mergers & Acquisitions, Business Strategy, Cross-functional Team..., Forecasting, Business Development, Management Consulting, Analysis, Leadership, Project Planning, CRM, Finance, Marketing Strategy
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Finance
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics / Psychology
TranSystems Corporation 2006 - December 2012
Manalytics International 1998 - 2005
Manalytics International 1994 - 1997
Charles Schwab 1992 - 1993
Skills
Management, Strategic Planning, Financial Analysis, Mergers, Budgets, International Trade, Project Management, Financial Forecasting, Financial Reporting, Transportation, Business Planning, Logistics, Operations Management, Market Research, Mergers & Acquisitions, Business Strategy, Cross-functional Team..., Forecasting, Business Development, Management Consulting, Analysis, Leadership, Project Planning, CRM, Finance, Marketing Strategy
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Finance
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics / Psychology
Korina Edwards Korina Edwards's Charles Schwab Experience June 2006 - Present
Job Schwab Institutional Sales Relationship Manager
Industry Financial Services
Experience
Charles Schwab June 2006 - Present
Charles Schwab Investment Management December 2005 - June 2006
Union Bank of California March 2005 - December 2005
Reliance Trust Company March 1999 - October 2004
Reliance Trust Company March 1999 - July 2004
Skills
Miller Heiman, Series 7, Series 63, Consultative Approach, Business Relationship..., Strategic Planning, RIAs, Solution Selling, Trusted Advisor, Negotiation, Relationship Management, Securities, Retirement Planning, Investments
Education
University of Pretoria/Universiteit van Pretoria 2012 — 2015
Programme for Management Development
Cape Wine Academy 2012 — 2014
Cannon Trust School - Pepperdine University Campus 2003 — 2003
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BS
Charles Schwab June 2006 - Present
Charles Schwab Investment Management December 2005 - June 2006
Union Bank of California March 2005 - December 2005
Reliance Trust Company March 1999 - October 2004
Reliance Trust Company March 1999 - July 2004
Skills
Miller Heiman, Series 7, Series 63, Consultative Approach, Business Relationship..., Strategic Planning, RIAs, Solution Selling, Trusted Advisor, Negotiation, Relationship Management, Securities, Retirement Planning, Investments
Education
University of Pretoria/Universiteit van Pretoria 2012 — 2015
Programme for Management Development
Cape Wine Academy 2012 — 2014
Cannon Trust School - Pepperdine University Campus 2003 — 2003
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BS
Loren Pogir's Charles Schwab Experience 2002 - 2005
Job
Industry Hospital & Health Care
Experience
Gordon & Betty Moore Foundation January 2013 - Present
BlackRock May 2011 - August 2012
BlackRock 2007 - May 2011
Barclays Global Investors 2005 - 2007
Charles Schwab 2002 - 2005
Health Care Consulting 2000 - 2002
Ernst & Young 1995 - 2000
Skills
Strategic Planning, Business Strategy, Strategy, Management, Program Management, Change Management, Operations Management, Organizational..., Team Leadership, Consulting, Corporate Finance, Finance, Financial Analysis, Investments, Asset Management, Financial Modeling, Performance Metrics, Start-ups
Education
The University of Texas at Austin 1990 — 1995
BBA, MPA, Accounting
Gordon & Betty Moore Foundation January 2013 - Present
BlackRock May 2011 - August 2012
BlackRock 2007 - May 2011
Barclays Global Investors 2005 - 2007
Charles Schwab 2002 - 2005
Health Care Consulting 2000 - 2002
Ernst & Young 1995 - 2000
Skills
Strategic Planning, Business Strategy, Strategy, Management, Program Management, Change Management, Operations Management, Organizational..., Team Leadership, Consulting, Corporate Finance, Finance, Financial Analysis, Investments, Asset Management, Financial Modeling, Performance Metrics, Start-ups
Education
The University of Texas at Austin 1990 — 1995
BBA, MPA, Accounting
Margaret Hons Margaret Hons's Charles Schwab Experience September 2015 - Present
Job Seeking New Opportunities
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
TIAA-CREF April 1997 - April 2015
CUC International March 1995 - October 1996
Fidelity Investments International March 1994 - December 1994
Fidelity Investments January 1986 - January 1993
Skills
Financial Services, Key Account Management, Retirement, Relationship Management, Project Management, Team Leadership, Consultative Selling, Investments, Retirement Planning, Defined Contribution, Customer Satisfaction, Asset Allocation, Management, ERISA, Executive Management, Qualified Retirement..., Series 6, Series 63, FINRA, Financial Planning, Portfolio Management, Risk Management, Insurance, Securities, Retirement Plan..., Mutual Funds, Fixed Annuities, Variable Annuities, 401k, 403 b, 457 Plans, Investment Advisory, Marketing Communications, Strategic Communications, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business
BBA Finance, Finance
Charles Schwab September 2015 - Present
TIAA-CREF April 1997 - April 2015
CUC International March 1995 - October 1996
Fidelity Investments International March 1994 - December 1994
Fidelity Investments January 1986 - January 1993
Skills
Financial Services, Key Account Management, Retirement, Relationship Management, Project Management, Team Leadership, Consultative Selling, Investments, Retirement Planning, Defined Contribution, Customer Satisfaction, Asset Allocation, Management, ERISA, Executive Management, Qualified Retirement..., Series 6, Series 63, FINRA, Financial Planning, Portfolio Management, Risk Management, Insurance, Securities, Retirement Plan..., Mutual Funds, Fixed Annuities, Variable Annuities, 401k, 403 b, 457 Plans, Investment Advisory, Marketing Communications, Strategic Communications, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business
BBA Finance, Finance
Demond Tibbs Demond Tibbs's Charles Schwab Experience 1998 - 2000
Job Assistant Prosecuting Attorney at Saginaw County's Prosecutor's Office
Industry Law Practice
Experience
Saginaw County Prosecutor's Office September 2008 - Present
Shinners & Cook, P.C. November 2006 - September 2008
Wayne County Prosecutor's Office October 2003 - November 2006
Wayne County Prosecutor's Office August 2003 - October 2003
Charles Schwab 1998 - 2000
Offfice of Senator Henry Stallings 1995 - 1996
Skills
Criminal Law, Courts, Litigation, Legal Research, Legal Writing, Enforcement, Westlaw, Trials, Hearings, Motions, Criminal Defense, Government, Trial Practice, Public Speaking, Juvenile Law, Family Law, Community Outreach, Law Enforcement, Legal Issues, Commercial Litigation, Prosecution, General Awesomeness
Education
Thomas M. Cooley Law School
J.D., Law
Western Michigan University 1992 — 1996
B.S., Political Science
Cass Technical High
Diploma
Saginaw County Prosecutor's Office September 2008 - Present
Shinners & Cook, P.C. November 2006 - September 2008
Wayne County Prosecutor's Office October 2003 - November 2006
Wayne County Prosecutor's Office August 2003 - October 2003
Charles Schwab 1998 - 2000
Offfice of Senator Henry Stallings 1995 - 1996
Skills
Criminal Law, Courts, Litigation, Legal Research, Legal Writing, Enforcement, Westlaw, Trials, Hearings, Motions, Criminal Defense, Government, Trial Practice, Public Speaking, Juvenile Law, Family Law, Community Outreach, Law Enforcement, Legal Issues, Commercial Litigation, Prosecution, General Awesomeness
Education
Thomas M. Cooley Law School
J.D., Law
Western Michigan University 1992 — 1996
B.S., Political Science
Cass Technical High
Diploma
Joe Balque Joe Balque's Charles Schwab Experience January 2001 - August 2005
Job Software Development Manager at Current Company
Industry Information Technology and Services
Experience
Current Company April 2011 - Present
Gerson Lehrman Group August 2005 - April 2011
Charles Schwab January 2001 - August 2005
MShow.com August 2000 - January 2001
Dell Computer Corporation June 1995 - August 2000
Skills
Scrum, Agile, C#, ASP.NET, Team Leadership, Agile Methodologies, Software Development, Web Applications, Microsoft SQL Server, Software Project..., Visual Studio, SaaS, Agile Project Management, Requirements Analysis, Management, SDLC, Software Engineering, SOA, Web Services, .NET, Integration, Software Design, XML, Distributed Systems, SQL, Mobile Applications, REST, WCF, Test Driven Development, Leadership
Education
The University of Texas at Austin 1985 — 1990
Bachelor's Degree
The University of Texas at Austin
Current Company April 2011 - Present
Gerson Lehrman Group August 2005 - April 2011
Charles Schwab January 2001 - August 2005
MShow.com August 2000 - January 2001
Dell Computer Corporation June 1995 - August 2000
Skills
Scrum, Agile, C#, ASP.NET, Team Leadership, Agile Methodologies, Software Development, Web Applications, Microsoft SQL Server, Software Project..., Visual Studio, SaaS, Agile Project Management, Requirements Analysis, Management, SDLC, Software Engineering, SOA, Web Services, .NET, Integration, Software Design, XML, Distributed Systems, SQL, Mobile Applications, REST, WCF, Test Driven Development, Leadership
Education
The University of Texas at Austin 1985 — 1990
Bachelor's Degree
The University of Texas at Austin
Robert Varela Robert Varela's Charles Schwab Experience August 2011 - February 2012
Job Customer Support Analyst at Aceable
Industry Marketing and Advertising
Experience
Aceable May 2015 - Present
UMeTime Corp August 2012 - July 2014
Charles Schwab August 2011 - February 2012
Skills
Excel, Word, PowerPoint, Bloomberg, Investments, Equities, Mutual Funds, Financial Analysis, Options, Trading, Accounts Payable, Financial Services, Financial Modeling, Accounts Receivable, Series 7, Morningstar, Series 63, Data Analysis, Financial Reporting, Marketing, Alternative Investments, Analysis, Asset Managment, Sales, Accounting, Securities, Bonds, Microsoft Office, Portfolio Management, Customer Service, Leadership, Bloomberg Terminal, Marketing Strategy, Wealth Management, Social Media, Social Media Marketing, Equity Trading, Online Marketing, Entrepreneurship, Business Development, Microsoft Word, Microsoft Excel
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Aceable May 2015 - Present
UMeTime Corp August 2012 - July 2014
Charles Schwab August 2011 - February 2012
Skills
Excel, Word, PowerPoint, Bloomberg, Investments, Equities, Mutual Funds, Financial Analysis, Options, Trading, Accounts Payable, Financial Services, Financial Modeling, Accounts Receivable, Series 7, Morningstar, Series 63, Data Analysis, Financial Reporting, Marketing, Alternative Investments, Analysis, Asset Managment, Sales, Accounting, Securities, Bonds, Microsoft Office, Portfolio Management, Customer Service, Leadership, Bloomberg Terminal, Marketing Strategy, Wealth Management, Social Media, Social Media Marketing, Equity Trading, Online Marketing, Entrepreneurship, Business Development, Microsoft Word, Microsoft Excel
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Andrew Vuong Andrew Vuong's Charles Schwab Experience June 2015 - August 2015
Job Finance Intern at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - August 2015
Sirius XM Radio Inc. June 2014 - August 2014
Alexander Vuong Home May 2013 - August 2013
Tsunami Bike May 2012 - August 2012
Texas Family Practice Associates May 2011 - August 2011
Children's Museum of Houston May 2010 - August 2010
Skills
Finance, Accounting, Microsoft Excel, Microsoft Word, Department Budgeting, Public Speaking, Customer Service, Leadership, Microsoft Office, Research, Time Management
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance
Charles Schwab June 2015 - August 2015
Sirius XM Radio Inc. June 2014 - August 2014
Alexander Vuong Home May 2013 - August 2013
Tsunami Bike May 2012 - August 2012
Texas Family Practice Associates May 2011 - August 2011
Children's Museum of Houston May 2010 - August 2010
Skills
Finance, Accounting, Microsoft Excel, Microsoft Word, Department Budgeting, Public Speaking, Customer Service, Leadership, Microsoft Office, Research, Time Management
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance
Kathryn Bohle Kathryn Bohle's Charles Schwab Experience September 2015 - Present
Job Student
Industry Higher Education
Experience
Charles Schwab September 2015 - Present
The University of Texas at El Paso May 2012 - May 2013
Independent August 2010 - January 2012
The University of Texas at El Paso June 2011 - December 2011
Skills
Research, Public Speaking, PowerPoint, Microsoft Office, Matlab, Higher Education
Education
The University of Texas at El Paso 2015 — 2016
Masters of Accountancy
The University of Texas at El Paso 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Graduate
Franklin High School El Paso TX 2006 — 2010
Charles Schwab September 2015 - Present
The University of Texas at El Paso May 2012 - May 2013
Independent August 2010 - January 2012
The University of Texas at El Paso June 2011 - December 2011
Skills
Research, Public Speaking, PowerPoint, Microsoft Office, Matlab, Higher Education
Education
The University of Texas at El Paso 2015 — 2016
Masters of Accountancy
The University of Texas at El Paso 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Graduate
Franklin High School El Paso TX 2006 — 2010
Lucy Lian Lucy Lian's Charles Schwab Experience June 2014 - August 2014
Job Global Trainee at Tenaris
Industry Oil & Energy
Experience
Tenaris March 2015 - Present
Tenaris January 2015 - February 2015
Charles Schwab June 2014 - August 2014
Intero Real Estate Services September 2013 - May 2014
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (BA), Economics
Tenaris March 2015 - Present
Tenaris January 2015 - February 2015
Charles Schwab June 2014 - August 2014
Intero Real Estate Services September 2013 - May 2014
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (BA), Economics
Charles Schwab Charles Schwab's Charles Schwab Experience July 2015 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
United States Army 2014 - 2015
United States Army 2013 - 2014
United States Army 2012 - 2013
United States Army 2011 - 2012
United States Army 2007 - 2011
United States Army 2005 - 2007
United States Army 2004 - 2005
United States Army 2002 - 2004
United States Army 1998 - 2002
Education
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (B.S.), Human Factors in Engineering (Ergonomics); Mechanical Engineering Track
The University of Texas at El Paso
Project Management Institute - Project Management Professional Certificate
The University of Texas at El Paso
Lean Six Sigma
West Forest High School 1990 — 1993
High School
Charles Schwab July 2015 - Present
United States Army 2014 - 2015
United States Army 2013 - 2014
United States Army 2012 - 2013
United States Army 2011 - 2012
United States Army 2007 - 2011
United States Army 2005 - 2007
United States Army 2004 - 2005
United States Army 2002 - 2004
United States Army 1998 - 2002
Education
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (B.S.), Human Factors in Engineering (Ergonomics); Mechanical Engineering Track
The University of Texas at El Paso
Project Management Institute - Project Management Professional Certificate
The University of Texas at El Paso
Lean Six Sigma
West Forest High School 1990 — 1993
High School
Joshua Rosales Joshua Rosales's Charles Schwab Experience June 2014 - August 2014
Job IT Consultant at Protiviti
Industry Information Technology and Services
Experience
Protiviti August 2015 - Present
Information Technology Services August 2013 - Present
Charles Schwab June 2014 - August 2014
The University of Texas at Austin July 2013 - December 2013
Nordstrom June 2012 - August 2012
State Farm May 2011 - August 2011
Skills
Sales, Python, Visual C#, Visual Basic, Visual Studio, SQL, ASP.NET MVC
Education
The University of Texas at Austin 2011 — 2015
Protiviti August 2015 - Present
Information Technology Services August 2013 - Present
Charles Schwab June 2014 - August 2014
The University of Texas at Austin July 2013 - December 2013
Nordstrom June 2012 - August 2012
State Farm May 2011 - August 2011
Skills
Sales, Python, Visual C#, Visual Basic, Visual Studio, SQL, ASP.NET MVC
Education
The University of Texas at Austin 2011 — 2015
Rachael Ybarra- De La Cruz Rachael Ybarra- De La Cruz's Charles Schwab Experience April 2015 - Present
Job Project Management/Employee Development
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
NetSpend April 2014 - Present
NetSpend March 2013 - April 2014
Texas Department of Family & Protective Services February 2011 - March 2013
BBVA Compass Bank/Texas State Bank January 2007 - February 2011
Texas State Bank January 2006 - January 2007
Texas State Bank January 2005 - January 2006
Texas State Bank May 2004 - January 2005
Skills
E-Learning, Customer Service, Credit, Banking, Team Building, Curriculum Design, Curriculum Development, Coaching, Leadership, Management, Process Improvement, Project Management, MS Project, Microsoft Office, Captivate, Adobe Professional, SharePoint, Moodle, Communication Skills, Blended Learning, Instructional Design, Training Delivery, Instructor-led Training, Sales, ADDIE, Adult Learning..., Problem Solving, Learning Management..., GoToMeeting, GoToMyPC, Audacity, Dragon Naturally..., Cisco Technologies, Data Analysis, Call Center, Operations Management, Commercial Banking, Retail Banking, Change Management, Public Speaking, Finance, Compliance, Marketing, Leadership Development, SCORM, Learning Management, Section 508, Employee Training, SnagIt, Time Management
Education
The University of Texas-Pan American 1999 — 2004
Bachelor of Arts, Business Administration; Finance
Charles Schwab April 2015 - Present
NetSpend April 2014 - Present
NetSpend March 2013 - April 2014
Texas Department of Family & Protective Services February 2011 - March 2013
BBVA Compass Bank/Texas State Bank January 2007 - February 2011
Texas State Bank January 2006 - January 2007
Texas State Bank January 2005 - January 2006
Texas State Bank May 2004 - January 2005
Skills
E-Learning, Customer Service, Credit, Banking, Team Building, Curriculum Design, Curriculum Development, Coaching, Leadership, Management, Process Improvement, Project Management, MS Project, Microsoft Office, Captivate, Adobe Professional, SharePoint, Moodle, Communication Skills, Blended Learning, Instructional Design, Training Delivery, Instructor-led Training, Sales, ADDIE, Adult Learning..., Problem Solving, Learning Management..., GoToMeeting, GoToMyPC, Audacity, Dragon Naturally..., Cisco Technologies, Data Analysis, Call Center, Operations Management, Commercial Banking, Retail Banking, Change Management, Public Speaking, Finance, Compliance, Marketing, Leadership Development, SCORM, Learning Management, Section 508, Employee Training, SnagIt, Time Management
Education
The University of Texas-Pan American 1999 — 2004
Bachelor of Arts, Business Administration; Finance
Alyssa Panjavan Alyssa Panjavan's Charles Schwab Experience October 2012 - Present
Job Staff Software Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab October 2012 - Present
Dell May 2011 - August 2011
University of Texas at Austin May 2008 - May 2009
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Charles Schwab October 2012 - Present
Dell May 2011 - August 2011
University of Texas at Austin May 2008 - May 2009
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Fawad Ahmad Fawad Ahmad's Charles Schwab Experience April 2007 - May 2011
Job Senior Director and GM Global Omni Channel Product and Strategy
Industry Internet
Experience
Staples August 2014 - Present
Staples November 2013 - August 2014
eBay April 2011 - November 2013
Charles Schwab April 2007 - May 2011
US Bank August 2006 - March 2007
Solana Capital Partners December 2002 - September 2006
Law Offices of Khalil Ahmad January 2001 - December 2002
Skills
Strategy, Cross-functional Team..., Intellectual Property, Risk Management, Due Diligence, Licensing, Management, Contract Negotiation, Social Media, Negotiation, E-commerce, Start-ups, Corporate Law, Legal Research, Legal Writing, Financial Services, Strategic Partnerships, Analytics, Business Strategy, Leadership, Supply Chain, Product Management
Education
Thomas Jefferson School of Law 1998 — 2002
Doctor of Law (J.D.), Juris Doctor
Southeastern University (D.C.) 1994 — 1998
Bachelor of Science (B.Sc.), Majored in Marketing, Minor in Finance
Staples August 2014 - Present
Staples November 2013 - August 2014
eBay April 2011 - November 2013
Charles Schwab April 2007 - May 2011
US Bank August 2006 - March 2007
Solana Capital Partners December 2002 - September 2006
Law Offices of Khalil Ahmad January 2001 - December 2002
Skills
Strategy, Cross-functional Team..., Intellectual Property, Risk Management, Due Diligence, Licensing, Management, Contract Negotiation, Social Media, Negotiation, E-commerce, Start-ups, Corporate Law, Legal Research, Legal Writing, Financial Services, Strategic Partnerships, Analytics, Business Strategy, Leadership, Supply Chain, Product Management
Education
Thomas Jefferson School of Law 1998 — 2002
Doctor of Law (J.D.), Juris Doctor
Southeastern University (D.C.) 1994 — 1998
Bachelor of Science (B.Sc.), Majored in Marketing, Minor in Finance
Kimmy Wallace Kimmy Wallace's Charles Schwab Experience 2014 - 2014
Job Realtor, Keller Williams
Industry Real Estate
Experience
Keller Williams Realty, Inc. 2015 - Present
Charles Schwab 2014 - 2014
Google 2013 - 2013
Wells Fargo 2011 - 2013
Skills
College Recruiting, Resume Writing, Interviews, Screening, Temporary Staffing, Training, SDLC, Permanent Placement, Performance Management, Process Improvement, Payroll, HRIS, Customer Service, Building Relationships, Applicant Tracking..., Vendor Management, Team Building, Account Management, Leadership Development
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Education
Keller Williams Realty, Inc. 2015 - Present
Charles Schwab 2014 - 2014
Google 2013 - 2013
Wells Fargo 2011 - 2013
Skills
College Recruiting, Resume Writing, Interviews, Screening, Temporary Staffing, Training, SDLC, Permanent Placement, Performance Management, Process Improvement, Payroll, HRIS, Customer Service, Building Relationships, Applicant Tracking..., Vendor Management, Team Building, Account Management, Leadership Development
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Education
Roland Cisneros Roland Cisneros's Charles Schwab Experience March 1995 - January 2008
Job Business Analyst & Reporting Analyst
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Stephen James Associates November 2013 - June 2014
RedLine Staffing Inc. May 2012 - August 2013
Genworth Financial Investment Services July 2008 - May 2012
Charles Schwab March 1995 - January 2008
Education
The University of Texas at El Paso 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
JPMorgan Chase June 2014 - Present
Stephen James Associates November 2013 - June 2014
RedLine Staffing Inc. May 2012 - August 2013
Genworth Financial Investment Services July 2008 - May 2012
Charles Schwab March 1995 - January 2008
Education
The University of Texas at El Paso 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Ovieh Agahro Ovieh Agahro's Charles Schwab Experience August 1999 - August 2010
Job Juris Doctorate / MBA Technology MGMT
Industry Law Practice
Experience
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP September 2013 - December 2013
Charles Schwab August 1999 - August 2010
Fidelity Investments February 1998 - July 1999
Skills
Securities Regulation, Corporate Finance, Stock Trading, Securities Market, Mutual Funds, Transfers Of Equity, Business Development, Strategic Planning, Investments, LexisNexis, Litigation, Mediation, Securities
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2014
Juris Doctor (J.D.), Law
Thomas M. Cooley Law School 2010 — 2012
Law
University of Phoenix 2001 — 2003
Master of Business Administration (MBA), Technology Management
University of Colorado Boulder 1992 — 1996
Bachelor of Arts (BA), Psychology
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP September 2013 - December 2013
Charles Schwab August 1999 - August 2010
Fidelity Investments February 1998 - July 1999
Skills
Securities Regulation, Corporate Finance, Stock Trading, Securities Market, Mutual Funds, Transfers Of Equity, Business Development, Strategic Planning, Investments, LexisNexis, Litigation, Mediation, Securities
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2014
Juris Doctor (J.D.), Law
Thomas M. Cooley Law School 2010 — 2012
Law
University of Phoenix 2001 — 2003
Master of Business Administration (MBA), Technology Management
University of Colorado Boulder 1992 — 1996
Bachelor of Arts (BA), Psychology
Jonathan Ball's Charles Schwab Experience 2008 - 2011
Job Director of Strategic Communications
Industry Marketing and Advertising
Experience
Behringer February 2015 - Present
D Custom December 2013 - November 2014
Capital One January 2012 - December 2013
DS News & MReport Magazines 2011 - 2012
Charles Schwab 2008 - 2011
SUCCESS Magazine 2006 - 2008
KTSA / KTBC News 2000 - 2006
Skills
Publishing, Creative Direction, Copy Editing, Marketing Communications, Editorial, Creative Strategy, Copywriting, Writing, Marketing, Web Content, Web Marketing, Creative Writing, Adobe Creative Suite, Journalism, Online Journalism, Online Publishing, Online Marketing, Content Strategy, Social Media
Education
The University of Texas at San Antonio
Bachelor of Arts (BA)
Behringer February 2015 - Present
D Custom December 2013 - November 2014
Capital One January 2012 - December 2013
DS News & MReport Magazines 2011 - 2012
Charles Schwab 2008 - 2011
SUCCESS Magazine 2006 - 2008
KTSA / KTBC News 2000 - 2006
Skills
Publishing, Creative Direction, Copy Editing, Marketing Communications, Editorial, Creative Strategy, Copywriting, Writing, Marketing, Web Content, Web Marketing, Creative Writing, Adobe Creative Suite, Journalism, Online Journalism, Online Publishing, Online Marketing, Content Strategy, Social Media
Education
The University of Texas at San Antonio
Bachelor of Arts (BA)
Alian Langston Alian Langston's Charles Schwab Experience March 2015 - Present
Job Staff Software Applications Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab August 2014 - March 2015
Absio Corporation October 2013 - June 2014
Lockheed Martin May 2011 - October 2013
Lockheed Martin June 2009 - May 2011
University of Texas Learning Center January 2007 - May 2009
Lockheed Martin May 2008 - August 2008
Skills
C, C++, Java, QT, Qt Creator, Flex, Flash Builder, ActionScript, MXML, Programming, Photoshop, Visio, Linux, Solaris, Windows 7, ClearCase, Tortoise SVN, SQL Queries, Spanish, Wordpress, Debugging, Unit Testing, Software Design, Software Implementation, User Acceptance Testing, Unix, CSS, JSP, Integration, HTML, Seapine Test Track Pro, XML, Protocol Buffers, SpringSource, Eclipse, Test Cases, BlazeDS, ArgoUML, Sequence Diagrams, Security Clearance, Test Procedures, Software Development..., Software Engineering, Requirements Analysis, Object Oriented Design, Subversion, Git, System Architecture, JavaScript, Tomcat
Education
University of Denver 2010 — 2012
Master of Science, Computer Science and Systems Engineering, 3.8 GPA
The University of Texas at Austin 2005 — 2009
Bachelor of Science, Computer Science
Charles Schwab March 2015 - Present
Charles Schwab August 2014 - March 2015
Absio Corporation October 2013 - June 2014
Lockheed Martin May 2011 - October 2013
Lockheed Martin June 2009 - May 2011
University of Texas Learning Center January 2007 - May 2009
Lockheed Martin May 2008 - August 2008
Skills
C, C++, Java, QT, Qt Creator, Flex, Flash Builder, ActionScript, MXML, Programming, Photoshop, Visio, Linux, Solaris, Windows 7, ClearCase, Tortoise SVN, SQL Queries, Spanish, Wordpress, Debugging, Unit Testing, Software Design, Software Implementation, User Acceptance Testing, Unix, CSS, JSP, Integration, HTML, Seapine Test Track Pro, XML, Protocol Buffers, SpringSource, Eclipse, Test Cases, BlazeDS, ArgoUML, Sequence Diagrams, Security Clearance, Test Procedures, Software Development..., Software Engineering, Requirements Analysis, Object Oriented Design, Subversion, Git, System Architecture, JavaScript, Tomcat
Education
University of Denver 2010 — 2012
Master of Science, Computer Science and Systems Engineering, 3.8 GPA
The University of Texas at Austin 2005 — 2009
Bachelor of Science, Computer Science
Jared Ehm Jared Ehm's Charles Schwab Experience April 2015 - Present
Job Finance Treasury Manager at Charles Schwab
Industry Financial Services
Experience
Unity Care June 2015 - Present
Charles Schwab April 2015 - Present
National Teen Leadership Program April 2015 - Present
Charles Schwab February 2014 - April 2015
Charles Schwab October 2012 - February 2014
Charles Schwab July 2010 - October 2012
Access LaserPress December 2009 - June 2010
City of Tucson April 2007 - January 2008
Wells Fargo Home Mortgage May 2006 - August 2006
Skills
Strategic Communications, Risk Management, Financial Accounting, Analytical Abilities, Quantitative Finance, Financial Modeling, Financial Analysis, Corporate Finance, Financial Markets, Business Communications, Corporate Communications, Accounting, Microsoft Office, Emerging Markets, Forecasting, Finance, Analysis, Pricing, Analytical Skills, Strategic Planning, Strategy, Valuation, Investments
Education
Thunderbird School of Global Management 2008 — 2009
M.S. in Global Management, Finance and Accounting
University of Arizona 2005 — 2008
B.S., Mathematics: Probability and Statistics
Unity Care June 2015 - Present
Charles Schwab April 2015 - Present
National Teen Leadership Program April 2015 - Present
Charles Schwab February 2014 - April 2015
Charles Schwab October 2012 - February 2014
Charles Schwab July 2010 - October 2012
Access LaserPress December 2009 - June 2010
City of Tucson April 2007 - January 2008
Wells Fargo Home Mortgage May 2006 - August 2006
Skills
Strategic Communications, Risk Management, Financial Accounting, Analytical Abilities, Quantitative Finance, Financial Modeling, Financial Analysis, Corporate Finance, Financial Markets, Business Communications, Corporate Communications, Accounting, Microsoft Office, Emerging Markets, Forecasting, Finance, Analysis, Pricing, Analytical Skills, Strategic Planning, Strategy, Valuation, Investments
Education
Thunderbird School of Global Management 2008 — 2009
M.S. in Global Management, Finance and Accounting
University of Arizona 2005 — 2008
B.S., Mathematics: Probability and Statistics
Daphne Davis Daphne Davis's Charles Schwab Experience September 2001 - Present
Job Manager, ERISA Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2001 - Present
Skills
ERISA, 401k, Retirement, Defined Contribution
Education
The University of Texas at Austin
BA, Psychology
Charles Schwab September 2001 - Present
Skills
ERISA, 401k, Retirement, Defined Contribution
Education
The University of Texas at Austin
BA, Psychology
Evan Anderson, CFP®'s Charles Schwab Experience May 2013 - February 2014
Job Transition Consultant at National Financial Partners
Industry Financial Services
Experience
National Financial Partners March 2014 - Present
Charles Schwab May 2013 - February 2014
USAA April 2007 - May 2013
Ameriprise Financial Services, Inc. March 2006 - February 2007
Skills
Financial Analysis, Certified Financial..., Certified Wealth..., Accredited Asset..., Certified Retirement..., Wealth, Retirement Planning, Wealth Management..., Strategic Financial..., Series 7, Asset Allocation, Finance, Wealth Management, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement, Series 63, Series 65, Financial Planning, Investments, Securities, Uniform Combined State...
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
University of North Texas 2001 — 2002
National Financial Partners March 2014 - Present
Charles Schwab May 2013 - February 2014
USAA April 2007 - May 2013
Ameriprise Financial Services, Inc. March 2006 - February 2007
Skills
Financial Analysis, Certified Financial..., Certified Wealth..., Accredited Asset..., Certified Retirement..., Wealth, Retirement Planning, Wealth Management..., Strategic Financial..., Series 7, Asset Allocation, Finance, Wealth Management, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement, Series 63, Series 65, Financial Planning, Investments, Securities, Uniform Combined State...
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
University of North Texas 2001 — 2002
Darren Stance Darren Stance's Charles Schwab Experience April 2011 - Present
Job Financial services
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
PLANCO May 2007 - December 2008
Wachovia Securities Financial Network 2003 - 2005
Dreyfus 2001 - 2003
Merrill Lynch Investment Managers 1999 - 2000
Smith Barney 1996 - 1999
Education
University of Miami 1988 — 2003
Bachelor of Science (BSc), Communications
Hollywood Hills High
The University of Texas at Austin
Bachelor of Science (BSc)
Charles Schwab April 2011 - Present
PLANCO May 2007 - December 2008
Wachovia Securities Financial Network 2003 - 2005
Dreyfus 2001 - 2003
Merrill Lynch Investment Managers 1999 - 2000
Smith Barney 1996 - 1999
Education
University of Miami 1988 — 2003
Bachelor of Science (BSc), Communications
Hollywood Hills High
The University of Texas at Austin
Bachelor of Science (BSc)
Joshua Wallis's Charles Schwab Experience August 2008 - December 2008
Job Senior Automation Engineer at Mutual Mobile
Industry Computer Software
Experience
Mutual Mobile February 2013 - Present
Pearson August 2009 - February 2012
The Miracle Foundation February 2009 - July 2009
Charles Schwab August 2008 - December 2008
PlanView, Inc. August 2005 - August 2008
PerformanceRetail, Inc. May 2002 - May 2005
Skills
Agile Methodologies, Unix, Test Planning, Ruby, Software Development, Python, Databases, MySQL, Oracle, Watir, Subversion, SQL, Scrum, JIRA, HTML, Shell Scripting, XML, Microsoft SQL Server, Test Automation, Git, RightScale, Amazon EC2, Web Applications, Windows, Operating Systems, Retek, Appworx, Linux, Oracle 9i
Education
The University of Texas at Austin 1998 — 2002
BS, Computer Sciences
Mutual Mobile February 2013 - Present
Pearson August 2009 - February 2012
The Miracle Foundation February 2009 - July 2009
Charles Schwab August 2008 - December 2008
PlanView, Inc. August 2005 - August 2008
PerformanceRetail, Inc. May 2002 - May 2005
Skills
Agile Methodologies, Unix, Test Planning, Ruby, Software Development, Python, Databases, MySQL, Oracle, Watir, Subversion, SQL, Scrum, JIRA, HTML, Shell Scripting, XML, Microsoft SQL Server, Test Automation, Git, RightScale, Amazon EC2, Web Applications, Windows, Operating Systems, Retek, Appworx, Linux, Oracle 9i
Education
The University of Texas at Austin 1998 — 2002
BS, Computer Sciences
Ryan Kern's Charles Schwab Experience July 2014 - Present
Job Finance Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
OppenheimerFunds June 2012 - July 2014
Great-West Life 2007 - 2012
MetLife 2003 - 2007
Wall Street Radio.net dba Winning On Wall Street 2002 - 2003
Merrill Lynch 2001 - 2002
Skills
Mutual Funds, Operations Management, Securities, Investments, Finance, Retirement, Series 7, Strategic Financial..., Public Speaking, Process Improvement, Equities, Series 63, Management, Asset Allocation, Financial Services, FINRA, Retirement Planning, 401k, Access, Asset Management, Leadership, Insurance, NSCC/FundServ, Financial Analysis, Series 26, Microsoft Access, Profitability Analysis, Financial Planning
Education
CU Denver 2007 — 2013
M.S., Finance
The University of Texas at Austin 1996 — 2000
BA, Business Economics
Charles Schwab July 2014 - Present
OppenheimerFunds June 2012 - July 2014
Great-West Life 2007 - 2012
MetLife 2003 - 2007
Wall Street Radio.net dba Winning On Wall Street 2002 - 2003
Merrill Lynch 2001 - 2002
Skills
Mutual Funds, Operations Management, Securities, Investments, Finance, Retirement, Series 7, Strategic Financial..., Public Speaking, Process Improvement, Equities, Series 63, Management, Asset Allocation, Financial Services, FINRA, Retirement Planning, 401k, Access, Asset Management, Leadership, Insurance, NSCC/FundServ, Financial Analysis, Series 26, Microsoft Access, Profitability Analysis, Financial Planning
Education
CU Denver 2007 — 2013
M.S., Finance
The University of Texas at Austin 1996 — 2000
BA, Business Economics
Courtney Franz Courtney Franz's Charles Schwab Experience March 2013 - Present
Job Account Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab March 2011 - March 2013
Hackett Financial Group, LLC January 2010 - March 2011
The University of Texas at San Antonio August 2009 - May 2010
Frost Bank May 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Accounting, SQL, QuickBooks, Marketing, Auditing, Finance
Education
The University of Texas at San Antonio 2006 — 2010
BBA, Accounting
Charles Schwab March 2013 - Present
Charles Schwab March 2011 - March 2013
Hackett Financial Group, LLC January 2010 - March 2011
The University of Texas at San Antonio August 2009 - May 2010
Frost Bank May 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Accounting, SQL, QuickBooks, Marketing, Auditing, Finance
Education
The University of Texas at San Antonio 2006 — 2010
BBA, Accounting
Evan Niu, CFA Evan Niu, CFA's Charles Schwab Experience February 2008 - July 2011
Job Senior Technology Specialist at The Motley Fool
Industry Financial Services
Experience
The Motley Fool June 2014 - Present
The Motley Fool August 2013 - May 2014
The Motley Fool July 2011 - August 2013
Charles Schwab February 2008 - July 2011
AXA Advisors September 2007 - December 2007
Skills
Investments, Valuation, Trading, Finance, Options, Risk Management, Series 7, Analysis, Leadership, Business Strategy, Economics, Sales, Equities, Portfolio Management, FINRA, Financial Modeling, Securities
Education
The University of Texas at Austin 2002 — 2006
B.A., Economics
The Motley Fool June 2014 - Present
The Motley Fool August 2013 - May 2014
The Motley Fool July 2011 - August 2013
Charles Schwab February 2008 - July 2011
AXA Advisors September 2007 - December 2007
Skills
Investments, Valuation, Trading, Finance, Options, Risk Management, Series 7, Analysis, Leadership, Business Strategy, Economics, Sales, Equities, Portfolio Management, FINRA, Financial Modeling, Securities
Education
The University of Texas at Austin 2002 — 2006
B.A., Economics
Ben Griffiths, MBA PMP's Charles Schwab Experience September 2011 - Present
Job Digital Marketing Project Management
Industry Marketing and Advertising
Experience
Charles Schwab September 2011 - Present
Red Urban January 2011 - April 2014
Red Urban 2009 - January 2011
Red Urban (OMNICOM) 2009 - January 2011
Tribal DDB August 2008 - September 2009
imc2 June 2007 - September 2008
DataReturn October 2006 - June 2007
CSC 2001 - 2006
Skills
Leadership, Business Analysis, PMO, Digital Strategy, Project Management, Interactive Marketing, Digital Marketing, Business Intelligence, Cross-functional Team..., Management, Agile Methodologies, Information Architecture, Oracle, Product Management, User Experience, Social Media Marketing, Web Analytics, Project Portfolio..., Agile Project Management, Quality Assurance
Education
The University of Texas at Dallas 2004 — 2006
MBA, Project Management
University of North Texas 1992 — 1995
BA, RTVF
Charles Schwab September 2011 - Present
Red Urban January 2011 - April 2014
Red Urban 2009 - January 2011
Red Urban (OMNICOM) 2009 - January 2011
Tribal DDB August 2008 - September 2009
imc2 June 2007 - September 2008
DataReturn October 2006 - June 2007
CSC 2001 - 2006
Skills
Leadership, Business Analysis, PMO, Digital Strategy, Project Management, Interactive Marketing, Digital Marketing, Business Intelligence, Cross-functional Team..., Management, Agile Methodologies, Information Architecture, Oracle, Product Management, User Experience, Social Media Marketing, Web Analytics, Project Portfolio..., Agile Project Management, Quality Assurance
Education
The University of Texas at Dallas 2004 — 2006
MBA, Project Management
University of North Texas 1992 — 1995
BA, RTVF
Daniel Garner, QPA Daniel Garner, QPA's Charles Schwab Experience June 2012 - Present
Job Sr. Control Analyst Retirement Plan Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Charles Schwab February 2011 - June 2012
Staff Management SMX January 2007 - February 2011
Catalyst Corporate FCU June 2005 - October 2006
Goldman Sachs June 2004 - August 2004
Skills
Fixed Income, Mutual Funds, Banking, Investments, Credit, Portfolio Management, Equities, Financial Analysis, Bloomberg, Series 63, Retirement Planning, Financial Services, Investment Advisory, Securities, Wealth Management, 401k, Retirement, Asset Allocation
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Charles Schwab June 2012 - Present
Charles Schwab February 2011 - June 2012
Staff Management SMX January 2007 - February 2011
Catalyst Corporate FCU June 2005 - October 2006
Goldman Sachs June 2004 - August 2004
Skills
Fixed Income, Mutual Funds, Banking, Investments, Credit, Portfolio Management, Equities, Financial Analysis, Bloomberg, Series 63, Retirement Planning, Financial Services, Investment Advisory, Securities, Wealth Management, 401k, Retirement, Asset Allocation
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Robyn Alcorta Robyn Alcorta's Charles Schwab Experience April 2007 - July 2010
Job Vice President, Defined Contribution at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors June 2012 - Present
Capson Physicians Insurance Company August 2010 - June 2012
Charles Schwab April 2007 - July 2010
The 401(k) Company, A Charles Schwab Company April 2007 - April 2009
The 401(k) Company, A Charles Schwab Company 2005 - 2007
Skills
Series 7, 401k, Investments, Portfolio Management, Mutual Funds, Insurance, Asset Allocation, Retirement Planning, Investment Advisory, Asset Managment, Series 63, Retirement, Securities, Financial Services, Wealth Management, Equities, FINRA, Strategic Financial..., Investment Management, Investment Strategies, Pensions, Relationship Management, Financial Advisory, Alternative Investments, Series 6, Asset Management
Education
University of Houston Law Center 1996 — 1999
JD
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Finance
Episcopal High School 1989 — 1992
Dimensional Fund Advisors June 2012 - Present
Capson Physicians Insurance Company August 2010 - June 2012
Charles Schwab April 2007 - July 2010
The 401(k) Company, A Charles Schwab Company April 2007 - April 2009
The 401(k) Company, A Charles Schwab Company 2005 - 2007
Skills
Series 7, 401k, Investments, Portfolio Management, Mutual Funds, Insurance, Asset Allocation, Retirement Planning, Investment Advisory, Asset Managment, Series 63, Retirement, Securities, Financial Services, Wealth Management, Equities, FINRA, Strategic Financial..., Investment Management, Investment Strategies, Pensions, Relationship Management, Financial Advisory, Alternative Investments, Series 6, Asset Management
Education
University of Houston Law Center 1996 — 1999
JD
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Finance
Episcopal High School 1989 — 1992
Chris Dittus Chris Dittus's Charles Schwab Experience December 2002 - December 2005
Job Human Resource Professional and Business Partner
Industry Human Resources
Experience
National Finance Partners November 2014 - Present
August Communications Consulting December 2005 - November 2014
vcfo December 2007 - May 2008
Charles Schwab December 2002 - December 2005
CyberTrader, Inc./Charles Schwab June 1999 - December 2002
Sunset Direct, Inc. (currently Rainmaker, Inc.) June 1996 - May 1999
Apple Computer, Inc. March 1993 - November 1995
Skills
Leadership, Training, Employee Engagement, Team Building, Management, Start-ups, Project Management, Strategy, Employee Benefits, Personnel Management, Talent Acquisition, Onboarding, Negotiation, Talent Management, Leadership Development, Succession Planning, Internal Communications, Employment Law, Recruiting, Mentoring, Employee Relations, Social Media Marketing, Strategic Planning, Program Management, Mergers & Acquisitions, Hiring, Policy, Analysis, Human Resources, Performance Management, Conflict Resolution, Organizational Design, Workforce Planning, Executive Coaching, Career Development, Technical Recruiting, Organizational..., Executive Management, Internet Recruiting, HR Consulting, Benefits Administration, Employer Branding, HRIS, Applicant Tracking..., Executive Search, College Recruiting, Interviews, Sourcing, Employee Training, Business Coaching
Education
The University of Texas at Austin 1987 — 1992
Bachelor of Science in Speech, Organizational Communication
National Finance Partners November 2014 - Present
August Communications Consulting December 2005 - November 2014
vcfo December 2007 - May 2008
Charles Schwab December 2002 - December 2005
CyberTrader, Inc./Charles Schwab June 1999 - December 2002
Sunset Direct, Inc. (currently Rainmaker, Inc.) June 1996 - May 1999
Apple Computer, Inc. March 1993 - November 1995
Skills
Leadership, Training, Employee Engagement, Team Building, Management, Start-ups, Project Management, Strategy, Employee Benefits, Personnel Management, Talent Acquisition, Onboarding, Negotiation, Talent Management, Leadership Development, Succession Planning, Internal Communications, Employment Law, Recruiting, Mentoring, Employee Relations, Social Media Marketing, Strategic Planning, Program Management, Mergers & Acquisitions, Hiring, Policy, Analysis, Human Resources, Performance Management, Conflict Resolution, Organizational Design, Workforce Planning, Executive Coaching, Career Development, Technical Recruiting, Organizational..., Executive Management, Internet Recruiting, HR Consulting, Benefits Administration, Employer Branding, HRIS, Applicant Tracking..., Executive Search, College Recruiting, Interviews, Sourcing, Employee Training, Business Coaching
Education
The University of Texas at Austin 1987 — 1992
Bachelor of Science in Speech, Organizational Communication
Emily Dodds Emily Dodds's Charles Schwab Experience June 2015 - August 2015
Job Student at The University of Texas at Austin
Industry
Experience
Charles Schwab June 2015 - August 2015
St. Andrew's Episcopal School August 2013 - November 2014
Roxan Coffman Properties May 2012 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Social Media, Microsoft Word, PowerPoint, Marketing, Public Speaking, Leadership, Research
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Advertising
St. Andrews Episcopal High School 2008 — 2012
Charles Schwab June 2015 - August 2015
St. Andrew's Episcopal School August 2013 - November 2014
Roxan Coffman Properties May 2012 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Social Media, Microsoft Word, PowerPoint, Marketing, Public Speaking, Leadership, Research
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Advertising
St. Andrews Episcopal High School 2008 — 2012
Patty Schinzing Patty Schinzing's Charles Schwab Experience July 2000 - December 2003
Job Marketing Director at DesignMind
Industry Marketing and Advertising
Experience
DesignMind December 2007 - Present
Edutopia - The George Lucas Educational Foundation March 2008 - November 2008
Wells Fargo April 2004 - January 2007
Charles Schwab July 2000 - December 2003
Fremont Group (Bechtel affiliate) 1995 - 2000
Skills
Email Marketing, Social Media Marketing, Ebooks, Social Media, Blogging, Corporate Communications, Inbound Marketing, Public Speaking, Digital Strategy, Digital Marketing, Direct Marketing, SEM, Test Automation, Internal Communications, Strategic Planning, Strategic Communications, Marketing, Strategy, Management, Marketing Strategy
Education
The University of Texas at Austin
BJ
Tulane University - A.B. Freeman School of Business
MBA
UC Berkeley extension
UC Berkeley extension
UC Berkeley extension
DesignMind December 2007 - Present
Edutopia - The George Lucas Educational Foundation March 2008 - November 2008
Wells Fargo April 2004 - January 2007
Charles Schwab July 2000 - December 2003
Fremont Group (Bechtel affiliate) 1995 - 2000
Skills
Email Marketing, Social Media Marketing, Ebooks, Social Media, Blogging, Corporate Communications, Inbound Marketing, Public Speaking, Digital Strategy, Digital Marketing, Direct Marketing, SEM, Test Automation, Internal Communications, Strategic Planning, Strategic Communications, Marketing, Strategy, Management, Marketing Strategy
Education
The University of Texas at Austin
BJ
Tulane University - A.B. Freeman School of Business
MBA
UC Berkeley extension
UC Berkeley extension
UC Berkeley extension
David M. Mudd's Charles Schwab Experience 2000 - 2003
Job Market Insights Director, Outdoor Industry Association
Industry Market Research
Experience
Outdoor Industry Association February 2011 - Present
Ridgeview Pediatric Dentistry September 2010 - Present
Washington State Department of Agriculture May 2005 - September 2010
Washington Beer Commission July 2007 - August 2010
Navigate International 2004 - 2004
Charles Schwab 2000 - 2003
Maritz 1996 - 2000
Skills
Market Research, Strategic Planning, Research, Forecasting, Strategy Development, Strategy, Supply Chain Management, Marketing Management, Leadership, Customer Satisfaction, Telecommunications, Business Strategy, Cross-functional Team..., Advertising, Team Building, Risk Management, Negotiation, Competitive Analysis, International Sales, Business Planning, Analysis, Marketing, Project Management, Business Development, Management, Sales, Budgets, Start-ups, Team Leadership, Business Intelligence, Marketing Strategy, Product Development, Online Marketing, Finance, Product Marketing, Management Consulting, International Business, Retail, Program Management, Customer Insight, New Business Development, Marketing Communications, Brand Management, Entrepreneurship
Education
University of Colorado Denver 2000 — 2003
MBA
Thunderbird School of Global Management 2003 — 2003
MIM
Bradley University
BA
Outdoor Industry Association February 2011 - Present
Ridgeview Pediatric Dentistry September 2010 - Present
Washington State Department of Agriculture May 2005 - September 2010
Washington Beer Commission July 2007 - August 2010
Navigate International 2004 - 2004
Charles Schwab 2000 - 2003
Maritz 1996 - 2000
Skills
Market Research, Strategic Planning, Research, Forecasting, Strategy Development, Strategy, Supply Chain Management, Marketing Management, Leadership, Customer Satisfaction, Telecommunications, Business Strategy, Cross-functional Team..., Advertising, Team Building, Risk Management, Negotiation, Competitive Analysis, International Sales, Business Planning, Analysis, Marketing, Project Management, Business Development, Management, Sales, Budgets, Start-ups, Team Leadership, Business Intelligence, Marketing Strategy, Product Development, Online Marketing, Finance, Product Marketing, Management Consulting, International Business, Retail, Program Management, Customer Insight, New Business Development, Marketing Communications, Brand Management, Entrepreneurship
Education
University of Colorado Denver 2000 — 2003
MBA
Thunderbird School of Global Management 2003 — 2003
MIM
Bradley University
BA
Scott Hammock's Charles Schwab Experience September 2014 - September 2014
Job Technical Support Analyst at Visa, Inc.
Industry Information Technology and Services
Experience
Visa October 2014 - Present
Charles Schwab September 2014 - September 2014
The University of Texas at Austin June 2010 - August 2014
RIATA Technologies September 2007 - June 2010
Home Depot July 2007 - September 2007
Ameriprise Financial April 2005 - April 2007
Scott Hammock November 2003 - April 2005
Resources For Living November 2000 - November 2003
Dell, Inc. 1998 - 2000
Skills
Microsoft Office, Active Directory, Windows Server, Microsoft SQL Server, Servers, VPN, Technical Support, Microsoft Exchange, Networking, Hardware, Citrix, Information Technology, Integration, Vendor Management, CRM, Management, Troubleshooting, System Deployment, Software Installation
Education
The University of Texas at Austin 2002 — 2003
MSSTC, Business
University of Oklahoma 1993 — 1995
Bachelors, Education
Visa October 2014 - Present
Charles Schwab September 2014 - September 2014
The University of Texas at Austin June 2010 - August 2014
RIATA Technologies September 2007 - June 2010
Home Depot July 2007 - September 2007
Ameriprise Financial April 2005 - April 2007
Scott Hammock November 2003 - April 2005
Resources For Living November 2000 - November 2003
Dell, Inc. 1998 - 2000
Skills
Microsoft Office, Active Directory, Windows Server, Microsoft SQL Server, Servers, VPN, Technical Support, Microsoft Exchange, Networking, Hardware, Citrix, Information Technology, Integration, Vendor Management, CRM, Management, Troubleshooting, System Deployment, Software Installation
Education
The University of Texas at Austin 2002 — 2003
MSSTC, Business
University of Oklahoma 1993 — 1995
Bachelors, Education
Bhavini Dalal's Charles Schwab Experience August 2004 - Present
Job Finance Specialist
Industry Financial Services
Experience
Charles Schwab August 2004 - Present
Security Service Federal Credit Union August 2003 - May 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Accounts Receivable, Accounts Payable, Client Billing, Mutual Funds, PeopleSoft Financial, Advantage Fee, QuickBooks, ADP Payroll, Platinum for Windows, Ariba, Account Reconciliation, Business Analysis, Customer Service, Financial Modeling, Financial Services, Leadership, Process Improvement
Education
The University of Texas at San Antonio 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Charles Schwab August 2004 - Present
Security Service Federal Credit Union August 2003 - May 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Accounts Receivable, Accounts Payable, Client Billing, Mutual Funds, PeopleSoft Financial, Advantage Fee, QuickBooks, ADP Payroll, Platinum for Windows, Ariba, Account Reconciliation, Business Analysis, Customer Service, Financial Modeling, Financial Services, Leadership, Process Improvement
Education
The University of Texas at San Antonio 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Mike Rebers's Charles Schwab Experience August 2010 - Present
Job Trade Resolution Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2010 - Present
Charles Schwab June 2008 - August 2010
Guaranty Insurance Services, Inc. April 2007 - January 2008
Skills
Business Analysis, Mutual Funds, Financial Services, SDLC, Portfolio Management, Risk Management, Investments, Vendor Management, Process Improvement, Banking, Business Requirements, Requirements Gathering, Insurance, SharePoint
Education
The University of Texas at San Antonio 2004 — 2005
Master of Business Administration (MBA), Finance, General
Texas Lutheran University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing and Management
Charles Schwab August 2010 - Present
Charles Schwab June 2008 - August 2010
Guaranty Insurance Services, Inc. April 2007 - January 2008
Skills
Business Analysis, Mutual Funds, Financial Services, SDLC, Portfolio Management, Risk Management, Investments, Vendor Management, Process Improvement, Banking, Business Requirements, Requirements Gathering, Insurance, SharePoint
Education
The University of Texas at San Antonio 2004 — 2005
Master of Business Administration (MBA), Finance, General
Texas Lutheran University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing and Management
Kyle Weigum's Charles Schwab Experience 2000 - 2002
Job Director, Network Infrastructure & Support at Teacher Retirement System of Texas
Industry Information Technology and Services
Experience
Teacher Retirement System of Texas March 2015 - Present
Teacher Retirement System of Texas June 2011 - Present
Teacher Retirement System of Texas December 2003 - June 2011
Charles Schwab 2000 - 2002
Siemens 1997 - 2000
Snowbird Systems 1993 - 1997
Education
The University of Texas at Austin 1990 — 1993
BBA, MIS
University of Maryland, Munich Campus 1989 — 1990
Management Information Systems
Teacher Retirement System of Texas March 2015 - Present
Teacher Retirement System of Texas June 2011 - Present
Teacher Retirement System of Texas December 2003 - June 2011
Charles Schwab 2000 - 2002
Siemens 1997 - 2000
Snowbird Systems 1993 - 1997
Education
The University of Texas at Austin 1990 — 1993
BBA, MIS
University of Maryland, Munich Campus 1989 — 1990
Management Information Systems
Jamie Mattson's Charles Schwab Experience January 2008 - January 2010
Job Retirement Education Specialist at MassMutual
Industry Financial Services
Experience
MassMutual July 2015 - Present
MassMutual January 2013 - Present
The Hartford June 2010 - January 2013
Charles Schwab January 2008 - January 2010
Charles Schwab June 2006 - January 2008
Charles Schwab April 2002 - June 2006
Charles Schwab April 2000 - April 2002
Hartford Life 1997 - 2000
Principal Financial Group 1994 - 1997
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 - 1994
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Securities, Relationship Management, Asset Allocation, Benefits Administration, Employee Benefits, Deferred Compensation, Pensions, Series 6
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (MBA), International Business
University of Iowa 1985 — 1989
BA, Spanish, Russian
MassMutual July 2015 - Present
MassMutual January 2013 - Present
The Hartford June 2010 - January 2013
Charles Schwab January 2008 - January 2010
Charles Schwab June 2006 - January 2008
Charles Schwab April 2002 - June 2006
Charles Schwab April 2000 - April 2002
Hartford Life 1997 - 2000
Principal Financial Group 1994 - 1997
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 - 1994
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Securities, Relationship Management, Asset Allocation, Benefits Administration, Employee Benefits, Deferred Compensation, Pensions, Series 6
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (MBA), International Business
University of Iowa 1985 — 1989
BA, Spanish, Russian
Courtney Cleland Duncan's Charles Schwab Experience February 2010 - Present
Job Senior Marketing Manager, Marketing Technology and Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
BBVA Compass January 2005 - February 2010
ESPN Radio January 2004 - January 2005
Invest Private May 2003 - January 2004
Education
The University of Texas at Austin 1999 — 2003
Charles Schwab February 2010 - Present
BBVA Compass January 2005 - February 2010
ESPN Radio January 2004 - January 2005
Invest Private May 2003 - January 2004
Education
The University of Texas at Austin 1999 — 2003
Chuck Dickerson's Charles Schwab Experience 2000 - 2001
Job Financial Analyst/Account Executive
Industry Financial Services
Experience
Self Employed April 2010 - Present
Ratheon Corporation March 2008 - March 2010
Countrywide Home Loans February 2001 - June 2007
Countrywide Home Loans 2005 - 2006
Charles Schwab 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
Countrywide Home Loans 1996 - 1999
Small Business Administration Disaster Group 1994 - 1995
Skills
Mortgage Lending, Analysis, Banking, Negotiation, Accounting, PowerPoint, Credit Analysis, Interviews, Leadership, Access, Financial Analysis, Interpersonal..., Interviewing, Determining Core Issues, Strong project..., Goal Oriented, Mentoring subordinates, Developing Subordinates..., Concise Communications..., Business Research, Investment Research, General Accounting, Determining..., Understanding risks of..., Microsoft ACCESS 2010, Microsoft EXCEL, Outlook, Inside Sales, Aerospace and Defense..., Work in SAP Environment, Account/Billing..., Working in large..., International Affairs, SQL Select Statements..., personal computers, Computer Networking
Education
The University of Texas at Austin 1986 — 1988
Masters Professional Accounting, Accounting/Finance
University of Arkansas at Fayetteville 1981 — 1982
MBA, General Business
University of Arkansas at Fayetteville 1971 — 1977
BSBA, Finance
Collin County Community College
Self Employed April 2010 - Present
Ratheon Corporation March 2008 - March 2010
Countrywide Home Loans February 2001 - June 2007
Countrywide Home Loans 2005 - 2006
Charles Schwab 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
Countrywide Home Loans 1996 - 1999
Small Business Administration Disaster Group 1994 - 1995
Skills
Mortgage Lending, Analysis, Banking, Negotiation, Accounting, PowerPoint, Credit Analysis, Interviews, Leadership, Access, Financial Analysis, Interpersonal..., Interviewing, Determining Core Issues, Strong project..., Goal Oriented, Mentoring subordinates, Developing Subordinates..., Concise Communications..., Business Research, Investment Research, General Accounting, Determining..., Understanding risks of..., Microsoft ACCESS 2010, Microsoft EXCEL, Outlook, Inside Sales, Aerospace and Defense..., Work in SAP Environment, Account/Billing..., Working in large..., International Affairs, SQL Select Statements..., personal computers, Computer Networking
Education
The University of Texas at Austin 1986 — 1988
Masters Professional Accounting, Accounting/Finance
University of Arkansas at Fayetteville 1981 — 1982
MBA, General Business
University of Arkansas at Fayetteville 1971 — 1977
BSBA, Finance
Collin County Community College
Robert Spradley's Charles Schwab Experience October 2014 - May 2015
Job Senior Specialist ATS at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - May 2015
Pitney Bowes Management Services April 2009 - May 2014
Pitney Bowes September 2006 - April 2009
The Law Offices of Robert E. Luna, Dallas, TX September 2004 - September 2006
Skills
Operations Management, Team Building, Sales Presentations, Business Process..., Management, Lead Generation, Account Management, Outsourcing, Document Management, Digital Marketing, Sales, Project Management, Litigation Support, Customer Retention, Customer Service, Microsoft Office, Leadership, Legal Research, Microsoft Excel, Process Improvement, Microsoft Word
Education
The University of Texas at Austin 1991 — 1996
BA, Government/Political Science
Charles Schwab October 2014 - May 2015
Pitney Bowes Management Services April 2009 - May 2014
Pitney Bowes September 2006 - April 2009
The Law Offices of Robert E. Luna, Dallas, TX September 2004 - September 2006
Skills
Operations Management, Team Building, Sales Presentations, Business Process..., Management, Lead Generation, Account Management, Outsourcing, Document Management, Digital Marketing, Sales, Project Management, Litigation Support, Customer Retention, Customer Service, Microsoft Office, Leadership, Legal Research, Microsoft Excel, Process Improvement, Microsoft Word
Education
The University of Texas at Austin 1991 — 1996
BA, Government/Political Science
Raghavendra Prasad Setty's Charles Schwab Experience May 2008 - Present
Job Managing Director, Charles Schwab and Co. In.
Industry Information Technology and Services
Experience
Charles Schwab May 2008 - Present
Charles Schwab February 2007 - May 2008
i-flex Solutions Ltd. June 2003 - December 2006
Datacons Pvt Ltd May 1998 - June 2003
Creative Infotech November 1996 - March 1998
Skills
Banking, Business Analysis, Commercial Banking, SDLC, Business Strategy, Change Management, Requirements Analysis, Program Management, Management Consulting, Business Intelligence, Business Development, Software Project..., Agile Methodologies, Requirements Gathering, Project Management, Pre-sales, Vendor Management, Management, IT Strategy, Solution Architecture, Integration, Consulting, Enterprise Architecture, Business Process, Software Development, Oracle, Leadership, PMO, SQL, SOA, Project Portfolio..., Business Process..., Business Transformation, Enterprise Software, Process Improvement
Education
Thompson Rivers University 1996 — 1999
B.Tech, Computer Systems
Charles Schwab May 2008 - Present
Charles Schwab February 2007 - May 2008
i-flex Solutions Ltd. June 2003 - December 2006
Datacons Pvt Ltd May 1998 - June 2003
Creative Infotech November 1996 - March 1998
Skills
Banking, Business Analysis, Commercial Banking, SDLC, Business Strategy, Change Management, Requirements Analysis, Program Management, Management Consulting, Business Intelligence, Business Development, Software Project..., Agile Methodologies, Requirements Gathering, Project Management, Pre-sales, Vendor Management, Management, IT Strategy, Solution Architecture, Integration, Consulting, Enterprise Architecture, Business Process, Software Development, Oracle, Leadership, PMO, SQL, SOA, Project Portfolio..., Business Process..., Business Transformation, Enterprise Software, Process Improvement
Education
Thompson Rivers University 1996 — 1999
B.Tech, Computer Systems
Amy Snyder's Charles Schwab Experience January 2012 - Present
Job Senior Compliance Manager, Communications with the Public at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Janus Capital Group, Inc March 2008 - October 2011
ING North America Insurance Corporation October 2007 - March 2008
The Deitz Group of RE/MAX 100, Inc April 2006 - December 2006
Charles Schwab & Co., Inc July 1999 - March 2006
Charles Schwab & Co. Inc. July 1999 - June 2001
GYMBOREE CORPORATION January 1998 - January 1999
Austin Independent School District January 1997 - January 1998
Skills
Securities, SEC regulations, Investments, FINRA, Compliance, Series 7, Mutual Funds, Equities, Investment Advisory, Risk Management, Financial Services, Asset Management, Fixed Income
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Science, Applied Learning and Development
University of Oregon 1993 — 1994
Political Science
Charles Schwab January 2012 - Present
Janus Capital Group, Inc March 2008 - October 2011
ING North America Insurance Corporation October 2007 - March 2008
The Deitz Group of RE/MAX 100, Inc April 2006 - December 2006
Charles Schwab & Co., Inc July 1999 - March 2006
Charles Schwab & Co. Inc. July 1999 - June 2001
GYMBOREE CORPORATION January 1998 - January 1999
Austin Independent School District January 1997 - January 1998
Skills
Securities, SEC regulations, Investments, FINRA, Compliance, Series 7, Mutual Funds, Equities, Investment Advisory, Risk Management, Financial Services, Asset Management, Fixed Income
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Science, Applied Learning and Development
University of Oregon 1993 — 1994
Political Science
Marie Rians's Charles Schwab Experience 1999 - 2002
Job Translation & Marketing Consultant
Industry International Affairs
Experience
Northwestern Mutual May 2007 - October 2010
AmSouth Bank December 2004 - October 2006
Welch, Hornsby & Welch August 2003 - December 2004
Charles Schwab 1999 - 2002
Skills
Investments, Healthcare
Education
The University of Texas at El Paso 1994 — 1998
BA
Northwestern Mutual May 2007 - October 2010
AmSouth Bank December 2004 - October 2006
Welch, Hornsby & Welch August 2003 - December 2004
Charles Schwab 1999 - 2002
Skills
Investments, Healthcare
Education
The University of Texas at El Paso 1994 — 1998
BA
Ian Lieberman's Charles Schwab Experience June 2011 - August 2011
Job Bringing Fuzzy's Taco Shop to Tampa Bay
Industry Restaurants
Experience
Fuzzy's Taco Shop December 2014 - Present
ChaiseFitness September 2013 - September 2014
Self Employed July 2012 - September 2013
Charles Schwab June 2011 - August 2011
Leading Practices LLC July 2009 - June 2010
Anderen Bank February 2008 - July 2009
Florida Bank July 2006 - January 2008
Skills
Business Strategy, New Business Development, Data Analysis, Financial Analysis, Market Sizing, Credit Analysis, Communication Skills, Written & Oral..., Microsoft Office, Strategic Partnerships, Early-stage Startups, Start-ups, Leadership, Competitive Analysis, Finance, Strategy, Business Development, Product Management, Analysis, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Consulting and Entrepreneurship
University of Florida 2002 — 2006
BS, Business Administration
Berkeley Preparatory School
Fuzzy's Taco Shop December 2014 - Present
ChaiseFitness September 2013 - September 2014
Self Employed July 2012 - September 2013
Charles Schwab June 2011 - August 2011
Leading Practices LLC July 2009 - June 2010
Anderen Bank February 2008 - July 2009
Florida Bank July 2006 - January 2008
Skills
Business Strategy, New Business Development, Data Analysis, Financial Analysis, Market Sizing, Credit Analysis, Communication Skills, Written & Oral..., Microsoft Office, Strategic Partnerships, Early-stage Startups, Start-ups, Leadership, Competitive Analysis, Finance, Strategy, Business Development, Product Management, Analysis, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Consulting and Entrepreneurship
University of Florida 2002 — 2006
BS, Business Administration
Berkeley Preparatory School
Donnie Watts's Charles Schwab Experience September 1995 - March 1999
Job Network Administrator at Kitchen Art of South Florida
Industry Construction
Experience
Kitchen Art of South Florida February 2002 - Present
Charles Schwab September 1995 - March 1999
Education
The University of Texas at Austin
Kitchen Art of South Florida February 2002 - Present
Charles Schwab September 1995 - March 1999
Education
The University of Texas at Austin
Athena Burton's Charles Schwab Experience 2007 - 2008
Job Senior Database and Report Developer
Industry Computer Software
Experience
Texas Department of Public Safety 2010 - 2011
Cisco ROS April 2009 - January 2010
St. David's Healthcare (HCA) 2010 - 2010
MultiMedia Games (via TEKSystems) August 2008 - March 2009
Charles Schwab 2007 - 2008
TMLT 2006 - 2006
Motive 2000 - 2001
Motive 2000 - 2001
Skills
Databases, SQL Server, Data Warehousing, Crystal Reports, Business Objects, SQL, T-SQL, Microsoft SQL Server, SSRS, SharePoint
Education
The University of Texas at Austin 1984 — 1989
BSME, Engineering
Texas Department of Public Safety 2010 - 2011
Cisco ROS April 2009 - January 2010
St. David's Healthcare (HCA) 2010 - 2010
MultiMedia Games (via TEKSystems) August 2008 - March 2009
Charles Schwab 2007 - 2008
TMLT 2006 - 2006
Motive 2000 - 2001
Motive 2000 - 2001
Skills
Databases, SQL Server, Data Warehousing, Crystal Reports, Business Objects, SQL, T-SQL, Microsoft SQL Server, SSRS, SharePoint
Education
The University of Texas at Austin 1984 — 1989
BSME, Engineering
John Capezzuti's Charles Schwab Experience December 2007 - September 2008
Job Facility Director at Life Austin
Industry Education Management
Experience
Life Austin May 2013 - Present
Eanes Education Foundation March 2009 - June 2013
America's Premiere Mortgage September 2008 - June 2009
Charles Schwab December 2007 - September 2008
CyberTrader August 2004 - December 2007
Education
The University of Texas at Austin 2000 — 2004
BS, Finance and Economics
Life Austin May 2013 - Present
Eanes Education Foundation March 2009 - June 2013
America's Premiere Mortgage September 2008 - June 2009
Charles Schwab December 2007 - September 2008
CyberTrader August 2004 - December 2007
Education
The University of Texas at Austin 2000 — 2004
BS, Finance and Economics
Ana (Cristy) Bascom-Bend's Charles Schwab Experience 2000 - 2001
Job Lead Competitive Intelligence Analyst at USAA
Industry Financial Services
Experience
USAA March 2010 - Present
USAA April 2008 - February 2010
USAA January 2007 - April 2008
LCRA August 2001 - December 2006
Charles Schwab 2000 - 2001
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2000
Bachelor of Business Administration, International Business & Marketing Concentration
USAA March 2010 - Present
USAA April 2008 - February 2010
USAA January 2007 - April 2008
LCRA August 2001 - December 2006
Charles Schwab 2000 - 2001
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2000
Bachelor of Business Administration, International Business & Marketing Concentration
Burke Crosby's Charles Schwab Experience May 2000 - October 2002
Job Programmer at Texas Medical Association
Industry Nonprofit Organization Management
Experience
Texas Medical Association November 2002 - Present
Charles Schwab May 2000 - October 2002
Tradestar Investments July 1993 - May 2000
U.S. Global Investors June 1990 - July 1993
Skills
SQL Server, SQL, Excel, Microsoft Office, Outlook, Word, Customer Relations, Database Administration, Non-profits, Data Analysis, SSRS, Databases, Microsoft SQL Server, Microsoft Excel, Analysis, SSIS, Project Management, Customer Service, Microsoft Word, Troubleshooting, Nonprofits
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1990
BBA, Finance, Accounting
John H Reagan High School 1982 — 1986
Texas Medical Association November 2002 - Present
Charles Schwab May 2000 - October 2002
Tradestar Investments July 1993 - May 2000
U.S. Global Investors June 1990 - July 1993
Skills
SQL Server, SQL, Excel, Microsoft Office, Outlook, Word, Customer Relations, Database Administration, Non-profits, Data Analysis, SSRS, Databases, Microsoft SQL Server, Microsoft Excel, Analysis, SSIS, Project Management, Customer Service, Microsoft Word, Troubleshooting, Nonprofits
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1990
BBA, Finance, Accounting
John H Reagan High School 1982 — 1986
Vanishree Thoppay's Charles Schwab Experience January 2002 - November 2002
Job Sr. QA Engineer At ACI Worldwide
Industry Computer Software
Experience
ACI Worldwide April 2012 - Present
HP December 2011 - March 2012
StubHub August 2011 - November 2011
Williams-Sonoma, Inc. June 2008 - August 2011
Arsin Corporation June 2000 - August 2011
Wells Fargo 2003 - 2007
Bank of America March 2001 - December 2002
Charles Schwab January 2002 - November 2002
Blackhog June 2000 - February 2001
Everest Consulting Group 2000 - 2001
Skills
Quality Assurance, QTP, Selenium, Software Quality..., SDLC, Test Planning, ETL, SilkTest, Agile Methodologies, Teradata, Agile Testing, Web Services, Requirements Analysis, Quality Center, Testing, Performance Testing, Test Management, User Acceptance Testing, Manual Testing, Test Automation, Regression Testing, WebDriver, JUnit, Silk Central, HP QTP, System Testing, HP Quality Center, LoadRunner, Scrum, Test Strategy, Software Project...
Education
Thiagarajar College of Engineering 1992 — 1996
B.E., Computer science and Engineering
ACI Worldwide April 2012 - Present
HP December 2011 - March 2012
StubHub August 2011 - November 2011
Williams-Sonoma, Inc. June 2008 - August 2011
Arsin Corporation June 2000 - August 2011
Wells Fargo 2003 - 2007
Bank of America March 2001 - December 2002
Charles Schwab January 2002 - November 2002
Blackhog June 2000 - February 2001
Everest Consulting Group 2000 - 2001
Skills
Quality Assurance, QTP, Selenium, Software Quality..., SDLC, Test Planning, ETL, SilkTest, Agile Methodologies, Teradata, Agile Testing, Web Services, Requirements Analysis, Quality Center, Testing, Performance Testing, Test Management, User Acceptance Testing, Manual Testing, Test Automation, Regression Testing, WebDriver, JUnit, Silk Central, HP QTP, System Testing, HP Quality Center, LoadRunner, Scrum, Test Strategy, Software Project...
Education
Thiagarajar College of Engineering 1992 — 1996
B.E., Computer science and Engineering
Michelle Hensley's Charles Schwab Experience 2014 - Present
Job Product Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Charles Schwab 2010 - 2013
Charles Schwab 2008 - 2010
Charles Schwab 2007 - 2008
CyberTrader Inc. 1998 - 2005
Skills
Series 63, Mutual Funds, 401k, Project Management, Product Development, Management, Retirement
Education
The University of Texas at Austin 1993 — 1998
Bachelor of Science
Charles Schwab 2014 - Present
Charles Schwab 2010 - 2013
Charles Schwab 2008 - 2010
Charles Schwab 2007 - 2008
CyberTrader Inc. 1998 - 2005
Skills
Series 63, Mutual Funds, 401k, Project Management, Product Development, Management, Retirement
Education
The University of Texas at Austin 1993 — 1998
Bachelor of Science
Maurice Fogel's Charles Schwab Experience January 2011 - June 2014
Job Team Manager Identity Account Operations
Industry Consumer Services
Experience
LifeLock July 2014 - Present
Charles Schwab January 2011 - June 2014
Charles Schwab October 2008 - December 2010
Charles Schwab July 2005 - October 2008
Charles Schwab December 2003 - July 2005
Charles Schwab & Co. September 1981 - June 2002
Skills
Coaching, Stock Market, Customer Relations, Securities, Client Service, Customer Service, Trading, Series 7, Financial Services, Risk Management, Investments, Series 63, Wealth Management, Mutual Funds, Relationship Management, Leadership, Management, Business Development, Client Services, FINRA
Education
Thunderbird School of Global Management 2003 — 2003
Certificate, Global Leadership & Finance
FINRA 1982 — 1985
Indusry Licenses
LifeLock July 2014 - Present
Charles Schwab January 2011 - June 2014
Charles Schwab October 2008 - December 2010
Charles Schwab July 2005 - October 2008
Charles Schwab December 2003 - July 2005
Charles Schwab & Co. September 1981 - June 2002
Skills
Coaching, Stock Market, Customer Relations, Securities, Client Service, Customer Service, Trading, Series 7, Financial Services, Risk Management, Investments, Series 63, Wealth Management, Mutual Funds, Relationship Management, Leadership, Management, Business Development, Client Services, FINRA
Education
Thunderbird School of Global Management 2003 — 2003
Certificate, Global Leadership & Finance
FINRA 1982 — 1985
Indusry Licenses
Angela (Fairchild) Lozano's Charles Schwab Experience 2000 - 2001
Job IPO Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2010 - Present
Capital Guardian Trust Company 2005 - 2009
Capital Group 2003 - 2005
San Antonio Federal Credit Union 2001 - 2003
Charles Schwab 2000 - 2001
Education
The University of Texas at San Antonio 2001 — 2003
MBA, Concentration in Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
B.S. Accounting, Minor in Economics
AllianceBernstein July 2010 - Present
Capital Guardian Trust Company 2005 - 2009
Capital Group 2003 - 2005
San Antonio Federal Credit Union 2001 - 2003
Charles Schwab 2000 - 2001
Education
The University of Texas at San Antonio 2001 — 2003
MBA, Concentration in Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
B.S. Accounting, Minor in Economics
Jessica Detwiler's Charles Schwab Experience 2005 - 2008
Job DC Analyst at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services January 2008 - July 2012
The 401(k) Company February 2000 - January 2008
Charles Schwab 2005 - 2008
Education
The University of Texas at Austin 1995 — 1998
BBA, Finance, Economics
Standard Retirement Services January 2008 - July 2012
The 401(k) Company February 2000 - January 2008
Charles Schwab 2005 - 2008
Education
The University of Texas at Austin 1995 — 1998
BBA, Finance, Economics
Wenge Sun's Charles Schwab Experience 2004 - 2004
Job Risk Management Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Marketing Database AnalystWells Fargo2004 - 2008
Charles Schwab 2004 - 2004
Advent Software 2000 - 2003
Education
The University of Texas at Dallas 1997 — 1999
M.S., Computer Science
HuaFu
Wells Fargo Marketing Database AnalystWells Fargo2004 - 2008
Charles Schwab 2004 - 2004
Advent Software 2000 - 2003
Education
The University of Texas at Dallas 1997 — 1999
M.S., Computer Science
HuaFu
Gary Wachs's Charles Schwab Experience October 2011 - Present
Job Compliance Professional, Austin Texas
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
J.P Turner August 2010 - October 2011
Red Oak Compliance Solutions March 2010 - August 2010
NFP Securities Inc 2005 - March 2010
Ameriprise Financial 2004 - 2005
Banc One Securities Corp October 1996 - 2004
Texas State Securities Board 1989 - 1996
The University of Texas at Austin 1989 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1989
MBA, Finance
Trinity University 1976 — 1980
BBA, Management
Charles Schwab October 2011 - Present
J.P Turner August 2010 - October 2011
Red Oak Compliance Solutions March 2010 - August 2010
NFP Securities Inc 2005 - March 2010
Ameriprise Financial 2004 - 2005
Banc One Securities Corp October 1996 - 2004
Texas State Securities Board 1989 - 1996
The University of Texas at Austin 1989 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1989
MBA, Finance
Trinity University 1976 — 1980
BBA, Management
LYNETTE MUSGRAVE NOLL's Charles Schwab Experience September 2006 - April 2008
Job Founder/President, Musgrave Noll
Industry Financial Services
Experience
Musgrave Noll May 2008 - Present
Lynette Musgrave Noll, CDFA July 2009 - Present
Second Saturday Pasadena August 2009 - January 2012
Charles Schwab September 2006 - April 2008
Merrill Lynch January 2000 - January 2004
Skills
Certified Divorce..., Alternative Dispute..., Family Law, Small Business, Marketing Strategy, Contract Negotiation, Family Therapy, Litigation, Estate Planning, Mergers & Acquisitions, Financial Analysis, Investments, Public Speaking
Education
The University of Texas at Austin 1978 — 1981
BA
Musgrave Noll May 2008 - Present
Lynette Musgrave Noll, CDFA July 2009 - Present
Second Saturday Pasadena August 2009 - January 2012
Charles Schwab September 2006 - April 2008
Merrill Lynch January 2000 - January 2004
Skills
Certified Divorce..., Alternative Dispute..., Family Law, Small Business, Marketing Strategy, Contract Negotiation, Family Therapy, Litigation, Estate Planning, Mergers & Acquisitions, Financial Analysis, Investments, Public Speaking
Education
The University of Texas at Austin 1978 — 1981
BA
James Blieden's Charles Schwab Experience June 2011 - Present
Job Desktop Support Analyst
Industry Information Technology and Services
Experience
Charles Schwab June 2011 - Present
Austin's Colony Phase 3 homeowner's association 2006 - Present
TEK Systems April 2011 - June 2011
Atos Origin February 2011 - April 2011
Volt Technical Resources April 2010 - August 2010
The University of Texas at Austin February 2007 - December 2009
University of Texas at Austin January 2002 - February 2007
Fry's Electronics August 2001 - January 2002
Apple September 1997 - May 2001
Apple February 1993 - September 1997
Skills
Mac OS X Server, Computer Hardware, Mac, Active Directory, Mac OS, BMC Remedy, Casper, Windows, iOS, Virtualization, Management, Servers, Hardware, OS X, Troubleshooting, Software Documentation, iPhone, Operating Systems, Technical Support
Education
The University of Texas at Austin 1984 — 1992
BA, Computer Science
High School for the Engineering Professions 1980 — 1984
Charles Schwab June 2011 - Present
Austin's Colony Phase 3 homeowner's association 2006 - Present
TEK Systems April 2011 - June 2011
Atos Origin February 2011 - April 2011
Volt Technical Resources April 2010 - August 2010
The University of Texas at Austin February 2007 - December 2009
University of Texas at Austin January 2002 - February 2007
Fry's Electronics August 2001 - January 2002
Apple September 1997 - May 2001
Apple February 1993 - September 1997
Skills
Mac OS X Server, Computer Hardware, Mac, Active Directory, Mac OS, BMC Remedy, Casper, Windows, iOS, Virtualization, Management, Servers, Hardware, OS X, Troubleshooting, Software Documentation, iPhone, Operating Systems, Technical Support
Education
The University of Texas at Austin 1984 — 1992
BA, Computer Science
High School for the Engineering Professions 1980 — 1984
Aaron Rogers's Charles Schwab Experience February 2015 - Present
Job Senior Manager Legal Counsel at Charles Schwab
Industry Law Practice
Experience
Charles Schwab February 2015 - Present
Jones Day September 2008 - February 2015
Skills
Corporate Law, Mergers, Private Equity, Commercial Contracts, Due Diligence, Negotiation, Divestitures, Acquisitions, Non-disclosure..., Purchase & Sale..., Mergers & Acquisitions, Corporate Governance, Joint Ventures
Education
University of Notre Dame 2005 — 2008
Juris Doctor, Law
The University of Texas at Dallas 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab February 2015 - Present
Jones Day September 2008 - February 2015
Skills
Corporate Law, Mergers, Private Equity, Commercial Contracts, Due Diligence, Negotiation, Divestitures, Acquisitions, Non-disclosure..., Purchase & Sale..., Mergers & Acquisitions, Corporate Governance, Joint Ventures
Education
University of Notre Dame 2005 — 2008
Juris Doctor, Law
The University of Texas at Dallas 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Craig Gholston's Charles Schwab Experience April 2007 - November 2011
Job Finance Professional
Industry Financial Services
Experience
Liquidation Channel June 2012 - Present
Charles Schwab April 2007 - November 2011
Apple 2003 - 2004
Gen-X Invest! August 1995 - December 1999
Franklin Templeton Investments August 1988 - August 1995
Education
The University of Texas at Dallas 1986 — 1988
Bachelors of Science in Business Administration, Finance and Marketing
Liquidation Channel June 2012 - Present
Charles Schwab April 2007 - November 2011
Apple 2003 - 2004
Gen-X Invest! August 1995 - December 1999
Franklin Templeton Investments August 1988 - August 1995
Education
The University of Texas at Dallas 1986 — 1988
Bachelors of Science in Business Administration, Finance and Marketing
Paul Reimann's Charles Schwab Experience October 2014 - Present
Job Configuration & Release Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab October 2014 - Present
Charles Schwab October 2011 - October 2014
ComplyGuard Networks July 2011 - October 2011
Best Buy June 2006 - October 2011
Quiznos July 2001 - December 2005
Skills
Active Directory, Customer Service, SCCM, Powershell, VMware vSphere, VPN, ePolicy Orchestrator, OS X, Troubleshooting, SharePoint..., Windows 8, Windows 8.1, Microsoft Office, Management, BMC Remedy, Windows 7, Outlook, Virtualization, Adaptability, Analytical Skills, Team Leadership, ADSI, Teamwork, Windows XP Pro, Information Technology, iOS, MobileIron, iPhone Support, Blackberry Enterprise..., Always Punctual, Tableau, McAfee, OneNote, Highly Organized &..., Computer Security, Networking, Technical Support
Education
The University of Texas at San Antonio 2004 — 2010
Bachelor of Business Administration (BBA), Infrastructure Assurance
Charles Schwab October 2014 - Present
Charles Schwab October 2011 - October 2014
ComplyGuard Networks July 2011 - October 2011
Best Buy June 2006 - October 2011
Quiznos July 2001 - December 2005
Skills
Active Directory, Customer Service, SCCM, Powershell, VMware vSphere, VPN, ePolicy Orchestrator, OS X, Troubleshooting, SharePoint..., Windows 8, Windows 8.1, Microsoft Office, Management, BMC Remedy, Windows 7, Outlook, Virtualization, Adaptability, Analytical Skills, Team Leadership, ADSI, Teamwork, Windows XP Pro, Information Technology, iOS, MobileIron, iPhone Support, Blackberry Enterprise..., Always Punctual, Tableau, McAfee, OneNote, Highly Organized &..., Computer Security, Networking, Technical Support
Education
The University of Texas at San Antonio 2004 — 2010
Bachelor of Business Administration (BBA), Infrastructure Assurance
Charlie Grove's Charles Schwab Experience August 2010 - March 2011
Job Senior Product Manager at Dell
Industry Internet
Experience
Dell October 2013 - Present
Dell April 2011 - October 2013
Charles Schwab August 2010 - March 2011
Nehmedia, LLC January 2009 - August 2010
Capgemini January 2006 - December 2008
United Space Alliance January 2004 - May 2005
Skills
Scrum, Requirements Gathering, Agile Methodologies, Software Product..., Business Analysis, C#, XML, SDLC, Product Management, SOA, jQuery, E-commerce, JavaScript, Java, PMP, SQL, Mobile Applications, HTML, SEO, Requirements Analysis, SharePoint, MySQL
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Science, Computer Science
Dell October 2013 - Present
Dell April 2011 - October 2013
Charles Schwab August 2010 - March 2011
Nehmedia, LLC January 2009 - August 2010
Capgemini January 2006 - December 2008
United Space Alliance January 2004 - May 2005
Skills
Scrum, Requirements Gathering, Agile Methodologies, Software Product..., Business Analysis, C#, XML, SDLC, Product Management, SOA, jQuery, E-commerce, JavaScript, Java, PMP, SQL, Mobile Applications, HTML, SEO, Requirements Analysis, SharePoint, MySQL
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Science, Computer Science
Jeannene Wood's Charles Schwab Experience April 2007 - January 2010
Job Office Manager at Remington Oaks Family Practice
Industry Financial Services
Experience
Remington Oaks Family Practice November 2013 - Present
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office April 2013 - August 2013
Williamson County Financial Stability Coalition December 2012 - May 2013
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office November 2011 - January 2013
Williamson County Financial Stability Coalition December 2011 - May 2012
Round Rock Accounting Forum June 2011 - November 2011
Williamson County Financial Stability Coalition January 2011 - April 2011
Charles Schwab Bank February 2010 - November 2010
Charles Schwab April 2007 - January 2010
The 401(k) Company April 2001 - April 2007
Skills
Accounting, Process Improvement, Internal Controls, ACH, Tax, General Ledger, Positive Pay, Account Reconciliation, QuickBooks, Auditing, Financial Analysis, Management, Program Management, Payroll, Nonprofits, Banking, Forecasting, Financial Statements, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor's, Accounting
Remington Oaks Family Practice November 2013 - Present
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office April 2013 - August 2013
Williamson County Financial Stability Coalition December 2012 - May 2013
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office November 2011 - January 2013
Williamson County Financial Stability Coalition December 2011 - May 2012
Round Rock Accounting Forum June 2011 - November 2011
Williamson County Financial Stability Coalition January 2011 - April 2011
Charles Schwab Bank February 2010 - November 2010
Charles Schwab April 2007 - January 2010
The 401(k) Company April 2001 - April 2007
Skills
Accounting, Process Improvement, Internal Controls, ACH, Tax, General Ledger, Positive Pay, Account Reconciliation, QuickBooks, Auditing, Financial Analysis, Management, Program Management, Payroll, Nonprofits, Banking, Forecasting, Financial Statements, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor's, Accounting
Randy Laboy's Charles Schwab Experience November 2013 - June 2014
Job Specialist Brokerage Services at optionsXpress
Industry Financial Services
Experience
optionsXpress May 2014 - Present
Charles Schwab November 2013 - June 2014
New York Life Insurance Company February 2013 - September 2013
eleven plates & wine August 2011 - February 2013
The Melting Pot July 2004 - August 2011
Main Event Entertainment February 2001 - June 2004
Skills
Management, Customer Service, Wine, Event Planning, Event Management, Sales, Payroll, Public Speaking, Marketing, Hospitality, Microsoft Excel, Leadership, Strategic Planning, Social Media, Microsoft Office
Education
The University of Texas at Austin 2004 — 2007
BA, Psychology
optionsXpress May 2014 - Present
Charles Schwab November 2013 - June 2014
New York Life Insurance Company February 2013 - September 2013
eleven plates & wine August 2011 - February 2013
The Melting Pot July 2004 - August 2011
Main Event Entertainment February 2001 - June 2004
Skills
Management, Customer Service, Wine, Event Planning, Event Management, Sales, Payroll, Public Speaking, Marketing, Hospitality, Microsoft Excel, Leadership, Strategic Planning, Social Media, Microsoft Office
Education
The University of Texas at Austin 2004 — 2007
BA, Psychology
Brian Cabana's Charles Schwab Experience October 2011 - March 2012
Job Sales Engineer at Oracle
Industry Information Technology and Services
Experience
Oracle March 2015 - Present
Dell May 2013 - March 2015
Baylor Scott & White Health March 2012 - August 2013
Charles Schwab October 2011 - March 2012
Dell September 2010 - September 2011
Freelance - Web Design June 2010 - September 2010
Dell June 2009 - June 2010
Internal Revenue Service January 2009 - June 2009
Best Buy September 2008 - January 2009
The University of Texas at Austin August 2007 - August 2008
Skills
Solution Selling, Troubleshooting, Networking, Salesforce.com, Hardware, Storage, Sales, Enterprise Software, Cloud Computing, Technical Support, Software Installation, Direct Sales, Virtualization, Account Management, Data Center, Operating Systems, Epic Systems, Resolute Hospital..., VMware Certified..., Leadership, Microsoft Office, Sales Management, Security, Software Documentation, Access, Customer Service, Disaster Recovery, Project Management, Integration, Sales Process, Sales Operations, Help Desk Support, Computer Hardware, Healthcare Information..., Process Improvement, Business Analysis, CRM, EHR, VMware, Healthcare, IaaS, SaaS
Education
The University of Texas at Austin 2004 — 2008
Bachelors of Arts, Government and Philosophy
The University of Texas at San Antonio 2003 — 2004
Bachelor’s Degree
Harker Heights High School 1999 — 2003
Oracle March 2015 - Present
Dell May 2013 - March 2015
Baylor Scott & White Health March 2012 - August 2013
Charles Schwab October 2011 - March 2012
Dell September 2010 - September 2011
Freelance - Web Design June 2010 - September 2010
Dell June 2009 - June 2010
Internal Revenue Service January 2009 - June 2009
Best Buy September 2008 - January 2009
The University of Texas at Austin August 2007 - August 2008
Skills
Solution Selling, Troubleshooting, Networking, Salesforce.com, Hardware, Storage, Sales, Enterprise Software, Cloud Computing, Technical Support, Software Installation, Direct Sales, Virtualization, Account Management, Data Center, Operating Systems, Epic Systems, Resolute Hospital..., VMware Certified..., Leadership, Microsoft Office, Sales Management, Security, Software Documentation, Access, Customer Service, Disaster Recovery, Project Management, Integration, Sales Process, Sales Operations, Help Desk Support, Computer Hardware, Healthcare Information..., Process Improvement, Business Analysis, CRM, EHR, VMware, Healthcare, IaaS, SaaS
Education
The University of Texas at Austin 2004 — 2008
Bachelors of Arts, Government and Philosophy
The University of Texas at San Antonio 2003 — 2004
Bachelor’s Degree
Harker Heights High School 1999 — 2003
Tarah R. McKenzie's Charles Schwab Experience September 2015 - Present
Job Senior Specialist
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Edward Jones February 2011 - July 2015
Skills
Finance, Investments, Retirement Planning, Wellness
Education
The University of Texas at San Antonio 2005 — 2007
Business, Kinesiology
Charles Schwab September 2015 - Present
Edward Jones February 2011 - July 2015
Skills
Finance, Investments, Retirement Planning, Wellness
Education
The University of Texas at San Antonio 2005 — 2007
Business, Kinesiology
Ethan Sarli's Charles Schwab Experience October 2010 - Present
Job Senior Software Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab October 2010 - Present
Digital Proctor December 2009 - November 2010
Texas Department of Transportation 2009 - 2009
Enspire Learning 2008 - 2008
Skills
Java, XML, Linux, TFS, PKI, Digital Signatures, Federated Identity..., SSO, SAML, Websphere, IBM Rational Tools, Maven, Gigaspaces, SQL, HTML, Eclipse, C#, Computer Science, Enterprise Architecture, SDLC, SOA, Distributed Systems, Spring, Agile Methodologies, Web Services
Education
The University of Texas at Austin 2006 — 2010
BA, Computer Science, Sociology
Charles Schwab October 2010 - Present
Digital Proctor December 2009 - November 2010
Texas Department of Transportation 2009 - 2009
Enspire Learning 2008 - 2008
Skills
Java, XML, Linux, TFS, PKI, Digital Signatures, Federated Identity..., SSO, SAML, Websphere, IBM Rational Tools, Maven, Gigaspaces, SQL, HTML, Eclipse, C#, Computer Science, Enterprise Architecture, SDLC, SOA, Distributed Systems, Spring, Agile Methodologies, Web Services
Education
The University of Texas at Austin 2006 — 2010
BA, Computer Science, Sociology
Michael Hutchison's Charles Schwab Experience June 2000 - May 2002
Job Purchasing Manager at Brohn Homes
Industry Construction
Experience
Brohn Homes February 2014 - Present
RisherMartin Fine Homes January 2013 - February 2014
Streetman Homes May 2008 - January 2013
Hutchison Construction, Inc. February 2006 - May 2008
Lennar June 2003 - February 2006
Lennar May 2002 - June 2003
Charles Schwab June 2000 - May 2002
Skills
Operations Management, Construction Management, Product Development, Business Process..., Business Planning, Team Leadership, Operational Streamlining, Estimating, Purchasing, Product Design, Building Science, Cost Analysis, Cost Control, Contract Negotiation, Contract Management, Budget Analysis, Mentoring, Problem Solving, Multi Tasking, Value Engineering, Customer Satisfaction, Construction, Renovation, Homebuilding, Project Estimation, Project Bidding, Subcontracting, RFI, Residential Homes, Budgets
Education
The University of Texas at Austin
Bachelor of Arts (B.A.)
Brohn Homes February 2014 - Present
RisherMartin Fine Homes January 2013 - February 2014
Streetman Homes May 2008 - January 2013
Hutchison Construction, Inc. February 2006 - May 2008
Lennar June 2003 - February 2006
Lennar May 2002 - June 2003
Charles Schwab June 2000 - May 2002
Skills
Operations Management, Construction Management, Product Development, Business Process..., Business Planning, Team Leadership, Operational Streamlining, Estimating, Purchasing, Product Design, Building Science, Cost Analysis, Cost Control, Contract Negotiation, Contract Management, Budget Analysis, Mentoring, Problem Solving, Multi Tasking, Value Engineering, Customer Satisfaction, Construction, Renovation, Homebuilding, Project Estimation, Project Bidding, Subcontracting, RFI, Residential Homes, Budgets
Education
The University of Texas at Austin
Bachelor of Arts (B.A.)
Donovan Gaudin's Charles Schwab Experience August 2011 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Charles Schwab 1980 - 2014
The Fringe Benefit Group 2008 - 2011
Skills
Financial Services, Wealth Management, Investments, Series 7, Mutual Funds
Education
The University of Texas at Austin
Charles Schwab August 2011 - Present
Charles Schwab 1980 - 2014
The Fringe Benefit Group 2008 - 2011
Skills
Financial Services, Wealth Management, Investments, Series 7, Mutual Funds
Education
The University of Texas at Austin
Monica Barragan's Charles Schwab Experience March 2015 - Present
Job Administrator Cashiering at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Michaels Arts and Crafts July 2014 - February 2015
MTC June 2013 - May 2014
State Farm June 2012 - June 2013
Cricket Communications December 2008 - April 2011
Stein Mart, Inc March 2003 - December 2008
Skills
Customer Satisfaction, Customer Retention, Forecasting, Retail, Time Management, Customer Service, Data Entry, Inventory Management, Call Centers, Team Building
Education
Kaplan College - El Paso
Medical Office Assistant/Specialist
The University of Texas at El Paso
Bachelor of Arts (B.A.), Psychology
Charles Schwab March 2015 - Present
Michaels Arts and Crafts July 2014 - February 2015
MTC June 2013 - May 2014
State Farm June 2012 - June 2013
Cricket Communications December 2008 - April 2011
Stein Mart, Inc March 2003 - December 2008
Skills
Customer Satisfaction, Customer Retention, Forecasting, Retail, Time Management, Customer Service, Data Entry, Inventory Management, Call Centers, Team Building
Education
Kaplan College - El Paso
Medical Office Assistant/Specialist
The University of Texas at El Paso
Bachelor of Arts (B.A.), Psychology
Ryan Lindsey's Charles Schwab Experience May 2011 - Present
Job Database Architect at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Randstad Technologies US January 2011 - April 2011
AZUMA Leasing February 2004 - December 2010
Skills
Microsoft SQL Server, T-SQL, Oracle, PL/SQL, C#, .NET, Research
Education
The University of Texas at Austin
Bachelor's Degree, Computer Science
Charles Schwab May 2011 - Present
Randstad Technologies US January 2011 - April 2011
AZUMA Leasing February 2004 - December 2010
Skills
Microsoft SQL Server, T-SQL, Oracle, PL/SQL, C#, .NET, Research
Education
The University of Texas at Austin
Bachelor's Degree, Computer Science
Ashlee Kegler's Charles Schwab Experience December 2012 - June 2013
Job Senior Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2013 - Present
Charles Schwab December 2012 - June 2013
Fidelity Investments June 2011 - October 2012
Fidelity Investments October 2010 - June 2011
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Applied Science (B.A.Sc.)
UBS Wealth Management June 2013 - Present
Charles Schwab December 2012 - June 2013
Fidelity Investments June 2011 - October 2012
Fidelity Investments October 2010 - June 2011
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Applied Science (B.A.Sc.)
Ken Matthys's Charles Schwab Experience October 1995 - March 2002
Job
Industry Pharmaceuticals
Experience
Publix Pharmacy April 2015 - Present
CVS Caremark Corporation March 2009 - April 2015
Charles Schwab October 1995 - March 2002
Education
University of Florida College of Pharmacy 2005 — 2009
Doctor of Pharmacy (Pharm.D.), Pharmacy
The University of Texas at Austin 1988 — 1992
Bachelor of Arts (BA), Economics
Publix Pharmacy April 2015 - Present
CVS Caremark Corporation March 2009 - April 2015
Charles Schwab October 1995 - March 2002
Education
University of Florida College of Pharmacy 2005 — 2009
Doctor of Pharmacy (Pharm.D.), Pharmacy
The University of Texas at Austin 1988 — 1992
Bachelor of Arts (BA), Economics
Henry Nichols's Charles Schwab Experience July 2007 - March 2011
Job Student at The University of Texas at Dallas, Future Procurement Manager
Industry Logistics and Supply Chain
Experience
The University of Texas at Dallas August 2014 - Present
Scottrade May 2011 - August 2014
Charles Schwab July 2007 - March 2011
Skills
Finance, Stock Market, Stock Trading, Bonds, Customer Service, Supply Chain Management, Microsoft Office
Education
The University of Texas at Dallas 2014 — 2016
Master of Science (MS), Supply Chain Management
University of Utah 2002 — 2006
Bachelor's degree, History, 3.305
The University of Texas at Dallas August 2014 - Present
Scottrade May 2011 - August 2014
Charles Schwab July 2007 - March 2011
Skills
Finance, Stock Market, Stock Trading, Bonds, Customer Service, Supply Chain Management, Microsoft Office
Education
The University of Texas at Dallas 2014 — 2016
Master of Science (MS), Supply Chain Management
University of Utah 2002 — 2006
Bachelor's degree, History, 3.305
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank