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.
Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Juliet Hodder Juliet Hodder's Charles Schwab Experience 1997 - 1998
Job Business Development, Partnerships, & Strategic Alliances @juleshodder
Industry Information Technology and Services
Experience
KPMG July 2015 - Present
AT&T July 2012 - April 2015
UC Davis Graduate School of Management 2010 - 2013
AT&T August 2010 - July 2012
AT&T April 2010 - August 2010
AT&T June 2008 - August 2010
AT&T June 2009 - April 2010
AT&T June 2008 - June 2009
Ensembles, LLC. 2004 - 2008
Charles Schwab 1997 - 1998
Skills
Business Development, Strategic Planning, Sales Management, New Business Development, People Management, Financial Analysis, Operations Management, Customer Relations, Customer Retention, Building Relationships, Leadership Development, Cross-functional Team..., Cloud Computing, Contract Negotiation, Customer Service, Wireless, Training, Business Intelligence, Strategic Partnerships, Competitive Analysis, Management, Product Management, Leadership, Salesforce.com, Go-to-market Strategy, Team Building, Project Management, Vendor Management, Sales, Strategy, Customer Satisfaction, Strategic Alliances
Education
University of California, Davis - Graduate School of Management 2005 — 2008
MBA, Graduate School of Management
University of Arizona 1992 — 1996
B.A. Political Science, International Relations and Conflict Resolution
KPMG July 2015 - Present
AT&T July 2012 - April 2015
UC Davis Graduate School of Management 2010 - 2013
AT&T August 2010 - July 2012
AT&T April 2010 - August 2010
AT&T June 2008 - August 2010
AT&T June 2009 - April 2010
AT&T June 2008 - June 2009
Ensembles, LLC. 2004 - 2008
Charles Schwab 1997 - 1998
Skills
Business Development, Strategic Planning, Sales Management, New Business Development, People Management, Financial Analysis, Operations Management, Customer Relations, Customer Retention, Building Relationships, Leadership Development, Cross-functional Team..., Cloud Computing, Contract Negotiation, Customer Service, Wireless, Training, Business Intelligence, Strategic Partnerships, Competitive Analysis, Management, Product Management, Leadership, Salesforce.com, Go-to-market Strategy, Team Building, Project Management, Vendor Management, Sales, Strategy, Customer Satisfaction, Strategic Alliances
Education
University of California, Davis - Graduate School of Management 2005 — 2008
MBA, Graduate School of Management
University of Arizona 1992 — 1996
B.A. Political Science, International Relations and Conflict Resolution
Brooke Streech Brooke Streech's Charles Schwab Experience July 2015 - Present
Job Field Integration Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab March 2013 - July 2015
Charles Schwab November 2011 - April 2013
Charles Schwab January 2010 - November 2011
Archway Strategies, Inc. January 2002 - December 2004
Stanford Park Hotel July 2000 - May 2002
Woodside Hotel Group 2000 - 2002
Doubletree Hotels Corporation 1993 - 1995
Skills
Investments, Wealth Management, Series 63, Customer Service, Series 7, Selling, FINRA, Management, Securities, Leadership, Asset Allocation, Equities, Options, Retirement Planning, Mutual Funds
Education
University of Arizona 1990 — 1993
Charles Schwab July 2015 - Present
Charles Schwab March 2013 - July 2015
Charles Schwab November 2011 - April 2013
Charles Schwab January 2010 - November 2011
Archway Strategies, Inc. January 2002 - December 2004
Stanford Park Hotel July 2000 - May 2002
Woodside Hotel Group 2000 - 2002
Doubletree Hotels Corporation 1993 - 1995
Skills
Investments, Wealth Management, Series 63, Customer Service, Series 7, Selling, FINRA, Management, Securities, Leadership, Asset Allocation, Equities, Options, Retirement Planning, Mutual Funds
Education
University of Arizona 1990 — 1993
Sharon Gould Sharon Gould's Charles Schwab Experience April 2015 - Present
Job Senior Vice President, BSA/AML Compliance at Charles Schwab
Industry Banking
Experience
Charles Schwab April 2015 - Present
Bank of the West, BNP Paribas Group August 2013 - April 2015
TD Bank Group January 2010 - February 2012
TD Bank Group August 2008 - January 2010
TD Bank Group May 2006 - August 2008
TD Bank Group June 2000 - May 2006
Skills
Strategic Planning, Policy Development &..., Leading Large Scale..., Large Scale Change..., Mergers & Acquisitions..., Risk Management, Commercial & Retail..., AML/BSA Specialist, Cross-functional Team..., Collaborative Problem..., Legal and Compliance...
Education
University of Alberta
Bachelor of Laws (LL.B.)
The University of Calgary
Bachelor of Arts (B.A.), Political Science and Government
Charles Schwab April 2015 - Present
Bank of the West, BNP Paribas Group August 2013 - April 2015
TD Bank Group January 2010 - February 2012
TD Bank Group August 2008 - January 2010
TD Bank Group May 2006 - August 2008
TD Bank Group June 2000 - May 2006
Skills
Strategic Planning, Policy Development &..., Leading Large Scale..., Large Scale Change..., Mergers & Acquisitions..., Risk Management, Commercial & Retail..., AML/BSA Specialist, Cross-functional Team..., Collaborative Problem..., Legal and Compliance...
Education
University of Alberta
Bachelor of Laws (LL.B.)
The University of Calgary
Bachelor of Arts (B.A.), Political Science and Government
Harrison Yeoh Harrison Yeoh's Charles Schwab Experience January 2015 - April 2015
Job Quality Auditor/ IT Asset Management Specialist/ IT Configuration Technician at Salesforce
Industry Information Technology and Services
Experience
Salesforce June 2015 - Present
Charles Schwab January 2015 - April 2015
Lean Hong Chan Import & Export Co., LTD. April 2012 - August 2013
30 Anniversary of AIDS Campaign May 2011 - August 2013
DIFFA's Dining By Design San Francisco March 2010 - March 2012
UAA Project Management Department August 2008 - December 2009
Alaska USA FCU January 2008 - June 2008
Alaska USA FCU July 2007 - January 2008
The Museum Source August 2006 - May 2007
US Fish and Wildlife Service January 2006 - May 2006
Skills
Project Management, Access, Project Planning, Networking, Software Documentation, Leadership, SQL, Training, Technical Support, Photoshop, Microsoft Excel, Databases, SharePoint, OS X, Documentation, Project Portfolio..., Management, Web Development, Windows, Operating Systems, Excel, Agile Project Management, Project Engineering, Visual Basic, Visual Studio, Integration, MS Project, Microsoft Project
Education
University of Alaska Anchorage 2008 — 2009
Master of Science Project Management, IT Project Management
University of Alaska Anchorage 2005 — 2007
Bachelor of Business Administration, Management Information System
Salesforce June 2015 - Present
Charles Schwab January 2015 - April 2015
Lean Hong Chan Import & Export Co., LTD. April 2012 - August 2013
30 Anniversary of AIDS Campaign May 2011 - August 2013
DIFFA's Dining By Design San Francisco March 2010 - March 2012
UAA Project Management Department August 2008 - December 2009
Alaska USA FCU January 2008 - June 2008
Alaska USA FCU July 2007 - January 2008
The Museum Source August 2006 - May 2007
US Fish and Wildlife Service January 2006 - May 2006
Skills
Project Management, Access, Project Planning, Networking, Software Documentation, Leadership, SQL, Training, Technical Support, Photoshop, Microsoft Excel, Databases, SharePoint, OS X, Documentation, Project Portfolio..., Management, Web Development, Windows, Operating Systems, Excel, Agile Project Management, Project Engineering, Visual Basic, Visual Studio, Integration, MS Project, Microsoft Project
Education
University of Alaska Anchorage 2008 — 2009
Master of Science Project Management, IT Project Management
University of Alaska Anchorage 2005 — 2007
Bachelor of Business Administration, Management Information System
Sarah Quadri's Charles Schwab Experience 1998 - 2000
Job Business Analyst Associate, Network Operations and Analytics, Blue Shield of California
Industry Research
Experience
Blue Shield of California June 2015 - Present
California State University, East Bay September 2013 - Present
California Consortium for Urban Indian Health February 2015 - June 2015
Various hospitals including the Department of Veterans Affairs, Kaiser Permanente, Sutter Health December 2008 - January 2014
Contract 2002 - 2005
Certicom 2000 - 2001
Charles Schwab 1998 - 2000
Motorola (formerly NextLevel Communications) 1997 - 1998
3Com (formerly US Robotics) 1996 - 1997
Motorola 1994 - 1996
Skills
SAS programming, Java, Microsoft Excel, Unix, SQL, Perl, C, R, Git, Microsoft Technologies, Data Analysis, SAS, Microsoft Office, Statistics, Python, Research, Networking, Data Munging, Microsoft Word, SAS Programming
Education
California State University East Bay 2013 — 2016
Master’s Degree, Statistics, GPA: 3.8
University of Arizona 2007 — 2008
BSN, Nursing, 3.86
University of Illinois
Bachelor's Degree, Electrical Engineering
Blue Shield of California June 2015 - Present
California State University, East Bay September 2013 - Present
California Consortium for Urban Indian Health February 2015 - June 2015
Various hospitals including the Department of Veterans Affairs, Kaiser Permanente, Sutter Health December 2008 - January 2014
Contract 2002 - 2005
Certicom 2000 - 2001
Charles Schwab 1998 - 2000
Motorola (formerly NextLevel Communications) 1997 - 1998
3Com (formerly US Robotics) 1996 - 1997
Motorola 1994 - 1996
Skills
SAS programming, Java, Microsoft Excel, Unix, SQL, Perl, C, R, Git, Microsoft Technologies, Data Analysis, SAS, Microsoft Office, Statistics, Python, Research, Networking, Data Munging, Microsoft Word, SAS Programming
Education
California State University East Bay 2013 — 2016
Master’s Degree, Statistics, GPA: 3.8
University of Arizona 2007 — 2008
BSN, Nursing, 3.86
University of Illinois
Bachelor's Degree, Electrical Engineering
Rob Cork Rob Cork's Charles Schwab Experience November 2010 - May 2013
Job Real Estate Professional
Industry Real Estate
Experience
Charles Schwab November 2010 - May 2013
Realestate 2003 - 2013
Skills
Management, Investors, Investment Properties, Construction Management, Coaching, Microsoft Office, Real Estate, Sales Management, Residential Homes, Strategic Planning
Education
University of Arizona
Charles Schwab November 2010 - May 2013
Realestate 2003 - 2013
Skills
Management, Investors, Investment Properties, Construction Management, Coaching, Microsoft Office, Real Estate, Sales Management, Residential Homes, Strategic Planning
Education
University of Arizona
Michael Benstein's Charles Schwab Experience July 2010 - June 2015
Job Senior Consultant at Capgemini Consulting
Industry Management Consulting
Experience
Capgemini Consulting July 2015 - Present
Charles Schwab July 2010 - June 2015
Charles Schwab July 2009 - July 2010
Charles Schwab November 2007 - July 2009
Countrywide Home Loans September 2006 - November 2007
Wells Fargo Financial June 2005 - September 2006
Skills
Investments, Finance, Banking, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Investment Strategies, Asset Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Entrepreneurship
University of Arizona, Eller College of Management 2001 — 2005
Bachelor of Science (B.S.), Finance
Capgemini Consulting July 2015 - Present
Charles Schwab July 2010 - June 2015
Charles Schwab July 2009 - July 2010
Charles Schwab November 2007 - July 2009
Countrywide Home Loans September 2006 - November 2007
Wells Fargo Financial June 2005 - September 2006
Skills
Investments, Finance, Banking, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Investment Strategies, Asset Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Entrepreneurship
University of Arizona, Eller College of Management 2001 — 2005
Bachelor of Science (B.S.), Finance
Dillon Smart's Charles Schwab Experience June 2015 - August 2015
Job Student at The University of Arizona, Management Information Systems and Business Management
Industry Information Technology and Services
Experience
Charles Schwab June 2015 - August 2015
The University of Arizona October 2013 - May 2014
Centura Health June 2013 - August 2013
Vale Enterprises, Inc. March 2010 - March 2012
Skills
Leadership, Management, Teamwork, Information Technology, SharePoint, Photoshop, Team Leadership, Operating Systems, Marketing, Java, Time Management, Data Analysis, Marketing Strategy, Project Management, SQL, Business Objects
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor of Science in Business Administration, Management Information Systems, Senior
Rock Canyon High School 2008 — 2012
Charles Schwab June 2015 - August 2015
The University of Arizona October 2013 - May 2014
Centura Health June 2013 - August 2013
Vale Enterprises, Inc. March 2010 - March 2012
Skills
Leadership, Management, Teamwork, Information Technology, SharePoint, Photoshop, Team Leadership, Operating Systems, Marketing, Java, Time Management, Data Analysis, Marketing Strategy, Project Management, SQL, Business Objects
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor of Science in Business Administration, Management Information Systems, Senior
Rock Canyon High School 2008 — 2012
Koji Kastner Koji Kastner's Charles Schwab Experience 1997 - 2000
Job Director of Trading at Churchill Management Group
Industry Investment Management
Experience
Churchill Management Group December 2004 - Present
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Skills
Wealth Management, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Securities, Series 7, Bloomberg, Asset Management, Asset Allocation, Hedge Funds, Options
Education
University of Arizona 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Kubasaki
Churchill Management Group December 2004 - Present
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Skills
Wealth Management, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Securities, Series 7, Bloomberg, Asset Management, Asset Allocation, Hedge Funds, Options
Education
University of Arizona 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Kubasaki
Jason Caval Jason Caval's Charles Schwab Experience August 2013 - Present
Job Staff Information Security Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2013 - Present
Net Force March 2012 - Present
Apollo Group January 2013 - July 2013
University of Advancing Technology May 2011 - August 2011
Skills
Penetration Testing, Network Security, Intrusion Detection, Nmap, Security, IDS, Network Administration, ArcSight, Metasploit, Computer Security, Sourcefire, Security Audits, Network + Certified, Wireshark, IT Audit, Snort, Social Engineering, Business Analysis, SQL, Project Management, Microsoft Office, Systems Analysis, Physical Security, Data Mining, Wireless Security, CompTIA Security, Information Security
Education
University of Advancing Technology 2008 — 2013
Bachelor's degree, Computer Software Engineering
Charles Schwab August 2013 - Present
Net Force March 2012 - Present
Apollo Group January 2013 - July 2013
University of Advancing Technology May 2011 - August 2011
Skills
Penetration Testing, Network Security, Intrusion Detection, Nmap, Security, IDS, Network Administration, ArcSight, Metasploit, Computer Security, Sourcefire, Security Audits, Network + Certified, Wireshark, IT Audit, Snort, Social Engineering, Business Analysis, SQL, Project Management, Microsoft Office, Systems Analysis, Physical Security, Data Mining, Wireless Security, CompTIA Security, Information Security
Education
University of Advancing Technology 2008 — 2013
Bachelor's degree, Computer Software Engineering
Joshua Hoover Joshua Hoover's Charles Schwab Experience August 2000 - December 2011
Job Information Security Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Apollo Group January 2012 - July 2014
Charles Schwab August 2000 - December 2011
Skills
Computer Forensics, Penetration Testing, Vulnerability Management, Information Security, PCI DSS, Information Security..., Vulnerability Assessment, Security, IDS, DLP, Digital Forensics, Network Security, Application Security, Security Architecture..., CISSP, Computer Security, Information Technology
Education
University of Arizona 1995 — 2000
Bachelor of Science (B.S.), Computer Engineering
Prescott High School 1991 — 1995
Wells Fargo August 2014 - Present
Apollo Group January 2012 - July 2014
Charles Schwab August 2000 - December 2011
Skills
Computer Forensics, Penetration Testing, Vulnerability Management, Information Security, PCI DSS, Information Security..., Vulnerability Assessment, Security, IDS, DLP, Digital Forensics, Network Security, Application Security, Security Architecture..., CISSP, Computer Security, Information Technology
Education
University of Arizona 1995 — 2000
Bachelor of Science (B.S.), Computer Engineering
Prescott High School 1991 — 1995
Micah Hart's Charles Schwab Experience 1999 - 2004
Job Site Manager at General Motors
Industry Consumer Goods
Experience
General Motors October 2014 - Present
Alen Corp October 2011 - October 2014
Sitel July 2010 - October 2011
Sitel February 2010 - July 2010
Sitel March 2009 - February 2010
Dell Inc March 2007 - March 2009
Dell Inc. March 2005 - March 2007
Dish Network, Southern Regional Division 2004 - 2005
Charles Schwab 1999 - 2004
Charles Schwab 1997 - 1999
Skills
Leadership, Forecasting, Management, Project Management, Sales, E-commerce, Consulting, Data Analysis, Finance, Cost Benefit, Business Services, Organization, Call Center, Process Improvement, Team Building, Strategic Planning, Inbound Marketing, Customer Experience, BPO, Contact Center..., Business Networking, Sales Growth, Call Centers, Outsourcing, Training, CRM, Business Development, Strategy
Education
The Aji Network 2013 — 2014
Business Professional's Course, Business
University of Alabama at Birmingham 1990 — 1992
BS, Accounting
Bessemer Academy 1980 — 1985
Advanced Academic
General Motors October 2014 - Present
Alen Corp October 2011 - October 2014
Sitel July 2010 - October 2011
Sitel February 2010 - July 2010
Sitel March 2009 - February 2010
Dell Inc March 2007 - March 2009
Dell Inc. March 2005 - March 2007
Dish Network, Southern Regional Division 2004 - 2005
Charles Schwab 1999 - 2004
Charles Schwab 1997 - 1999
Skills
Leadership, Forecasting, Management, Project Management, Sales, E-commerce, Consulting, Data Analysis, Finance, Cost Benefit, Business Services, Organization, Call Center, Process Improvement, Team Building, Strategic Planning, Inbound Marketing, Customer Experience, BPO, Contact Center..., Business Networking, Sales Growth, Call Centers, Outsourcing, Training, CRM, Business Development, Strategy
Education
The Aji Network 2013 — 2014
Business Professional's Course, Business
University of Alabama at Birmingham 1990 — 1992
BS, Accounting
Bessemer Academy 1980 — 1985
Advanced Academic
Miguel Alcala Miguel Alcala's Charles Schwab Experience November 2012 - Present
Job Sr. Software Application Engineer at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab November 2012 - Present
Edgenuity Inc. April 2012 - November 2012
US Airways October 2010 - May 2012
Lumension November 2007 - October 2009
Countrywide August 2007 - October 2007
Skills
C#, CSS, HTML, XML, Java, JavaScript, Telerik, Visual Basic, SQL, ASP.NET AJAX, .NET, Android, jQuery, LINQ, WCF, XPath, C++, Visual Studio, TFS, Visio, AutoIt, FoxPro, Windows Server, Windows 7, UML, Object Oriented Design, ASP.NET MVC, SSRS, Oracle, Software Development, T-SQL
Education
University of Advancing Technology 2002 — 2006
Bachelor's degree, Computer Software Engineering
Charles Schwab November 2012 - Present
Edgenuity Inc. April 2012 - November 2012
US Airways October 2010 - May 2012
Lumension November 2007 - October 2009
Countrywide August 2007 - October 2007
Skills
C#, CSS, HTML, XML, Java, JavaScript, Telerik, Visual Basic, SQL, ASP.NET AJAX, .NET, Android, jQuery, LINQ, WCF, XPath, C++, Visual Studio, TFS, Visio, AutoIt, FoxPro, Windows Server, Windows 7, UML, Object Oriented Design, ASP.NET MVC, SSRS, Oracle, Software Development, T-SQL
Education
University of Advancing Technology 2002 — 2006
Bachelor's degree, Computer Software Engineering
Megan Chiramal, CFP® Megan Chiramal, CFP®'s Charles Schwab Experience March 2013 - March 2015
Job Client Services
Industry Financial Services
Experience
Erman Retirement Advisory May 2015 - Present
Charles Schwab March 2013 - March 2015
Harris My CFO July 2010 - June 2012
Charles Schwab August 2006 - August 2009
Davis Selected Advisers LP January 2004 - May 2006
Davis Selected Advisers LP January 2001 - January 2004
Education
University of California, Santa Cruz 2010 — 2011
Certificate in Personal Financial Planning
University of Arizona 1995 — 2000
BA, French
Erman Retirement Advisory May 2015 - Present
Charles Schwab March 2013 - March 2015
Harris My CFO July 2010 - June 2012
Charles Schwab August 2006 - August 2009
Davis Selected Advisers LP January 2004 - May 2006
Davis Selected Advisers LP January 2001 - January 2004
Education
University of California, Santa Cruz 2010 — 2011
Certificate in Personal Financial Planning
University of Arizona 1995 — 2000
BA, French
Joshua Hamilton Joshua Hamilton's Charles Schwab Experience February 2010 - December 2010
Job Analytics Engineer at Fandor
Industry Entertainment
Experience
Fandor January 2015 - Present
Flixster July 2013 - September 2014
Engine Yard September 2012 - July 2013
Engine Yard October 2010 - September 2012
Charles Schwab February 2010 - December 2010
Cahaba Safeguard Administators April 2008 - October 2009
Skills
Ruby, Ruby on Rails, Data Mining, Data Analysis, Statistics, Machine Learning
Education
University of Alabama 2008 — 2009
Masters, Applied Statistics
University of Alabama 2004 — 2008
BS, Finance
Fandor January 2015 - Present
Flixster July 2013 - September 2014
Engine Yard September 2012 - July 2013
Engine Yard October 2010 - September 2012
Charles Schwab February 2010 - December 2010
Cahaba Safeguard Administators April 2008 - October 2009
Skills
Ruby, Ruby on Rails, Data Mining, Data Analysis, Statistics, Machine Learning
Education
University of Alabama 2008 — 2009
Masters, Applied Statistics
University of Alabama 2004 — 2008
BS, Finance
John Wolter John Wolter's Charles Schwab Experience June 2015 - Present
Job Director of Strategy & Planning, Acquisition Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab April 2014 - June 2015
Charles Schwab September 2012 - April 2014
Financial Technology Partners July 2010 - June 2012
Thomson Reuters June 2009 - July 2010
Thomson Reuters June 2008 - August 2008
Education
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science
University of Arizona 2006 — 2010
BS Finance
Charles Schwab June 2015 - Present
Charles Schwab April 2014 - June 2015
Charles Schwab September 2012 - April 2014
Financial Technology Partners July 2010 - June 2012
Thomson Reuters June 2009 - July 2010
Thomson Reuters June 2008 - August 2008
Education
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science
University of Arizona 2006 — 2010
BS Finance
Tim Amen, MS, CFP®,CEP® Tim Amen, MS, CFP®,CEP®'s Charles Schwab Experience February 2006 - March 2012
Job Senior Manager at Brighton Jones
Industry Investment Management
Experience
Brighton Jones March 2012 - Present
Charles Schwab February 2006 - March 2012
American Mortgage Specialists June 2005 - February 2006
Standard Register May 1999 - February 2006
Prime One Mortgage June 2003 - December 2003
Skills
Wealth Management, Loans, Series 7, Portfolio Management, Asset Allocation, Investments, Asset Management, Financial Advisory, Retirement Planning, Financial Planning
Education
The College for Financial Planning 2008 — 2010
Master of Science, Financial Planning
University of Arizona 1991 — 1996
Bachelor of Science (B.S.), Nutrition with Minor in Chemistry
Brighton Jones March 2012 - Present
Charles Schwab February 2006 - March 2012
American Mortgage Specialists June 2005 - February 2006
Standard Register May 1999 - February 2006
Prime One Mortgage June 2003 - December 2003
Skills
Wealth Management, Loans, Series 7, Portfolio Management, Asset Allocation, Investments, Asset Management, Financial Advisory, Retirement Planning, Financial Planning
Education
The College for Financial Planning 2008 — 2010
Master of Science, Financial Planning
University of Arizona 1991 — 1996
Bachelor of Science (B.S.), Nutrition with Minor in Chemistry
Jackson Cooper's Charles Schwab Experience March 2013 - November 2014
Job Human Resources Representative at CrossCheck, Inc.
Industry Human Resources
Experience
CrossCheck, Inc. February 2015 - Present
Charles Schwab March 2013 - November 2014
Oakland Athletics March 2012 - June 2013
JF Hillebrand May 2012 - September 2012
Well Fargo 2011 - 2012
Skills
Customer Service, Social Media, Microsoft Office, Human Resources, Sports, Team Building, Public Speaking, Marketing Communications, Event Management, Event Planning, Microsoft Excel, PowerPoint, Sports Marketing, Microsoft Word, Public Relations, Employee Training, Scheduling, Hiring Practices, Team Leadership, Payroll
Education
University of Arizona 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
CrossCheck, Inc. February 2015 - Present
Charles Schwab March 2013 - November 2014
Oakland Athletics March 2012 - June 2013
JF Hillebrand May 2012 - September 2012
Well Fargo 2011 - 2012
Skills
Customer Service, Social Media, Microsoft Office, Human Resources, Sports, Team Building, Public Speaking, Marketing Communications, Event Management, Event Planning, Microsoft Excel, PowerPoint, Sports Marketing, Microsoft Word, Public Relations, Employee Training, Scheduling, Hiring Practices, Team Leadership, Payroll
Education
University of Arizona 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Rachel Elliott Rachel Elliott's Charles Schwab Experience December 2000 - March 2006
Job Showroom Manager, Benjamin Moore & Co.
Industry Consumer Goods
Experience
Benjamin Moore & Co. August 2006 - Present
Charles Schwab December 2000 - March 2006
Babycenter.com – division of Johnson & Johnson September 1999 - August 2000
Nordstrom April 1991 - August 1999
Skills
Sales, Customer Service, Retail, Merchandising, Marketing, Building Relationships, Account Management, Leadership, PowerPoint, CRM, Microsoft Excel, Microsoft Word, Event Planning
Education
University of Arizona
BS
other
Benjamin Moore & Co. August 2006 - Present
Charles Schwab December 2000 - March 2006
Babycenter.com – division of Johnson & Johnson September 1999 - August 2000
Nordstrom April 1991 - August 1999
Skills
Sales, Customer Service, Retail, Merchandising, Marketing, Building Relationships, Account Management, Leadership, PowerPoint, CRM, Microsoft Excel, Microsoft Word, Event Planning
Education
University of Arizona
BS
other
David Windstrom David Windstrom's Charles Schwab Experience 1984 - 1995
Job Private Practice at David Windstrom, Psy.D.
Industry Mental Health Care
Experience
David Windstrom, Psy.D. January 2006 - Present
Oregon Society of Clinical Hypnosis 2007 - 2013
Clinical Psychologist in Private Practice 2004 - 2013
OHSU December 2006 - December 2008
Kaiser Permanente September 2001 - September 2005
Institute of Living, Hartford Hospital September 2000 - September 2001
The Wright Institute 1996 - 2001
Charles Schwab 1984 - 1995
Skills
Complex anxiety..., Trauma recovery, Tinnitus Retraining..., Chronic Pain Management, Impulse Control (Habit)..., EEG-based neurofeedback..., Mental Health, Psychotherapy, Psychology, Injured, Neurofeedback, Chronic Pain, Hypnotherapy, Psychological Testing, Hypnosis, Psychiatry, Mindfulness, Social Services, Clinical Research, EMDR, Healing
Education
The Wright Institute, Berkeley 1996 — 2001
Doctor of Psychology (Psy.D.), Clinical Psychology
Humanistic Psychology Institute 1972 — 1974
Master of Arts (M.A.), Psychology
University of California, Berkeley 1965 — 1967
Bachelor of Arts (B.A.), Communications and Public Policy
University of Arizona 1963 — 1965
Journalism
Forest Hills High School 1960 — 1963
David Windstrom, Psy.D. January 2006 - Present
Oregon Society of Clinical Hypnosis 2007 - 2013
Clinical Psychologist in Private Practice 2004 - 2013
OHSU December 2006 - December 2008
Kaiser Permanente September 2001 - September 2005
Institute of Living, Hartford Hospital September 2000 - September 2001
The Wright Institute 1996 - 2001
Charles Schwab 1984 - 1995
Skills
Complex anxiety..., Trauma recovery, Tinnitus Retraining..., Chronic Pain Management, Impulse Control (Habit)..., EEG-based neurofeedback..., Mental Health, Psychotherapy, Psychology, Injured, Neurofeedback, Chronic Pain, Hypnotherapy, Psychological Testing, Hypnosis, Psychiatry, Mindfulness, Social Services, Clinical Research, EMDR, Healing
Education
The Wright Institute, Berkeley 1996 — 2001
Doctor of Psychology (Psy.D.), Clinical Psychology
Humanistic Psychology Institute 1972 — 1974
Master of Arts (M.A.), Psychology
University of California, Berkeley 1965 — 1967
Bachelor of Arts (B.A.), Communications and Public Policy
University of Arizona 1963 — 1965
Journalism
Forest Hills High School 1960 — 1963
Reid Jarvis's Charles Schwab Experience August 2015 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
First United Bank May 2014 - August 2014
Rent-A-Center June 2013 - August 2013
PepsiCo - Frito Lay May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Time Management, Social Networking, Sales, Teamwork, Marketing, CASH: Software, Lawson General Ledger
Education
University of Arkansas 2011 — 2015
Finance, Business
University of Arkansas at Fayetteville 2011 — 2013
Finance, Double Major in Finance/Marketing
Charles Schwab August 2015 - Present
First United Bank May 2014 - August 2014
Rent-A-Center June 2013 - August 2013
PepsiCo - Frito Lay May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Time Management, Social Networking, Sales, Teamwork, Marketing, CASH: Software, Lawson General Ledger
Education
University of Arkansas 2011 — 2015
Finance, Business
University of Arkansas at Fayetteville 2011 — 2013
Finance, Double Major in Finance/Marketing
Eric Davidoff Eric Davidoff's Charles Schwab Experience 2009 - 2010
Job Financial Advisor at Northern Trust Securties, Inc.
Industry Investment Management
Experience
Northern Trust Securites, Inc. August 2015 - Present
Northern Trust Securities, Inc. April 2012 - Present
Independent Capital Management April 2011 - April 2012
Charles Schwab 2009 - 2010
CapNet Financial Leasing Company May 2008 - August 2008
Skills
Investments, Retirement Planning, Financial Advisory, Investment Advisory, Wealth Management, Series 7, Mutual Funds, Securities, Retirement, Alternative Investments, Wealth Management..., Financial Analysis, Asset Allocation, Asset Management, Equities, Investment Management, Investment Strategies, Bonds, Insurance, ETFs, Portfolio Management, Financial Risk, Equity Trading, Brokerage, Stocks, Bloomberg Terminal, Private Banking, Rule 144
Education
University of Arizona 2005 — 2009
Bachelor of Science, Regional Development
Plano West Senior High
Northern Trust Securites, Inc. August 2015 - Present
Northern Trust Securities, Inc. April 2012 - Present
Independent Capital Management April 2011 - April 2012
Charles Schwab 2009 - 2010
CapNet Financial Leasing Company May 2008 - August 2008
Skills
Investments, Retirement Planning, Financial Advisory, Investment Advisory, Wealth Management, Series 7, Mutual Funds, Securities, Retirement, Alternative Investments, Wealth Management..., Financial Analysis, Asset Allocation, Asset Management, Equities, Investment Management, Investment Strategies, Bonds, Insurance, ETFs, Portfolio Management, Financial Risk, Equity Trading, Brokerage, Stocks, Bloomberg Terminal, Private Banking, Rule 144
Education
University of Arizona 2005 — 2009
Bachelor of Science, Regional Development
Plano West Senior High
David Fudger David Fudger's Charles Schwab Experience August 2014 - Present
Job Senior Staff at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2014 - Present
Capgemini April 2014 - August 2014
TEKsystems October 2012 - April 2014
Research In Motion May 2007 - August 2012
World Savings July 2002 - May 2007
Predictive Systems 2000 - 2002
Bell South 2000 - 2001
SHL Systemhouse 1994 - 1998
Skills
BMC Remedy, IT Service Management, Management, System Deployment, CMDB, Incident Management, Configuration Management, ITIL, SDLC, Requirements Analysis, Service Management, Unix, IT Management, Integration, Sla, Disaster Recovery, Problem Management, Knowledge Management, Service Level Management, Service Lifecycle..., Active Directory, Servers, Software Documentation, Service Desk, ServiceNow
Education
University of Alberta
B Sc., Computer Science
University of Regina
M. Sc, Computer Science
Charles Schwab August 2014 - Present
Capgemini April 2014 - August 2014
TEKsystems October 2012 - April 2014
Research In Motion May 2007 - August 2012
World Savings July 2002 - May 2007
Predictive Systems 2000 - 2002
Bell South 2000 - 2001
SHL Systemhouse 1994 - 1998
Skills
BMC Remedy, IT Service Management, Management, System Deployment, CMDB, Incident Management, Configuration Management, ITIL, SDLC, Requirements Analysis, Service Management, Unix, IT Management, Integration, Sla, Disaster Recovery, Problem Management, Knowledge Management, Service Level Management, Service Lifecycle..., Active Directory, Servers, Software Documentation, Service Desk, ServiceNow
Education
University of Alberta
B Sc., Computer Science
University of Regina
M. Sc, Computer Science
Matt Rolland's Charles Schwab Experience November 2011 - Present
Job Registered Broker at Charles Schwab
Industry Investment Management
Experience
Charles Schwab November 2011 - Present
Run Boy Run Band 2009 - Present
IMIFAP (Instituto Mexicano de Investigacion de Familia y Poblacion) July 2011 - August 2011
Development Studies, Autonomous University of Zacatecas August 2010 - July 2011
COMEXUS 2010 - 2011
University of Arizona 2010 - October 2010
Mcguire Center for Entrepreneurship 2009 - 2009
The Hermit Tree 2007 - 2009
The Flinn Foundation 2005 - 2009
United States Department of Labor May 2007 - August 2007
Skills
Research, Microfinance, Qualitative Research, Community Outreach, Fundraising, Editing, Public Speaking, Public Policy, Economics, Leadership, Event Planning, Non-profits
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies; Economics
Charles Schwab November 2011 - Present
Run Boy Run Band 2009 - Present
IMIFAP (Instituto Mexicano de Investigacion de Familia y Poblacion) July 2011 - August 2011
Development Studies, Autonomous University of Zacatecas August 2010 - July 2011
COMEXUS 2010 - 2011
University of Arizona 2010 - October 2010
Mcguire Center for Entrepreneurship 2009 - 2009
The Hermit Tree 2007 - 2009
The Flinn Foundation 2005 - 2009
United States Department of Labor May 2007 - August 2007
Skills
Research, Microfinance, Qualitative Research, Community Outreach, Fundraising, Editing, Public Speaking, Public Policy, Economics, Leadership, Event Planning, Non-profits
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies; Economics
Jim Murphy, CFP®'s Charles Schwab Experience November 2008 - Present
Job Managing Director, Portfolio Consultant, Private Client at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2008 - Present
ING Investment Management November 2005 - January 2008
Charles Schwab 1996 - 2005
MFS Investment Management 1993 - 1996
Fidelity Investments 1990 - 1993
Skills
Sales Management, Wholesale, Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Finance, Series 7, Portfolio Management
Education
University of Arizona
Finance, Finance
Charles Schwab November 2008 - Present
ING Investment Management November 2005 - January 2008
Charles Schwab 1996 - 2005
MFS Investment Management 1993 - 1996
Fidelity Investments 1990 - 1993
Skills
Sales Management, Wholesale, Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Finance, Series 7, Portfolio Management
Education
University of Arizona
Finance, Finance
Christopher Rowland Christopher Rowland's Charles Schwab Experience January 1998 - July 2004
Job Senior Partner at Lucas Group
Industry Accounting
Experience
Lucas Group July 2013 - Present
Lucas Group March 2005 - June 2013
Charles Schwab January 1998 - July 2004
Skills
Financial Reporting, Recruiting, Equities, Sales, Executive Search, Tax, Accounting, Auditing, Financial Services, Human Resources, Finance, Applicant Tracking..., Strategic Financial..., Internet Recruiting, Management, Talent Acquisition
Education
University of Arizona, Eller College of Management 1992 — 1997
Bachelors of Business Admin: Finance
Lucas Group July 2013 - Present
Lucas Group March 2005 - June 2013
Charles Schwab January 1998 - July 2004
Skills
Financial Reporting, Recruiting, Equities, Sales, Executive Search, Tax, Accounting, Auditing, Financial Services, Human Resources, Finance, Applicant Tracking..., Strategic Financial..., Internet Recruiting, Management, Talent Acquisition
Education
University of Arizona, Eller College of Management 1992 — 1997
Bachelors of Business Admin: Finance
Al Ladesic's Charles Schwab Experience June 2011 - December 2011
Job Land Acquisitions at KB Home
Industry Investment Management
Experience
KB Home December 2012 - Present
Vanguard January 2012 - November 2012
Charles Schwab June 2011 - December 2011
Murphy Business & Financial Southwest, Inc. June 2009 - June 2011
Avail Business Brokers April 2008 - May 2009
Everest Holdings - Commercial Real Estate Investment Firm March 2005 - March 2007
Marcus & Millichap February 2004 - February 2005
Rancho Sahuarita Company - RE Brokerage, Investment, Land Development Firm June 2003 - September 2003
Phelps Dodge June 2003 - August 2003
Skills
Finance, Small Business, Entrepreneurship, Business, Manufacturing, Business Valuation, Valuation, Due Diligence, Mergers, Financial Analysis, Real Estate, Brokerage, Investments, Asset Managment, Business Planning, Private Equity, Commercial Real Estate, Mergers & Acquisitions, Business Strategy, Strategic Planning, Real Estate Development, Equities, Financial Modeling, Acquisitions, Market Analysis, Asset Management, Marketing
Education
University of Arizona, Eller College of Management 2002 — 2003
MBA, Finance
University of Pittsburgh 1989 — 1993
BS, Chemical Engineering
KB Home December 2012 - Present
Vanguard January 2012 - November 2012
Charles Schwab June 2011 - December 2011
Murphy Business & Financial Southwest, Inc. June 2009 - June 2011
Avail Business Brokers April 2008 - May 2009
Everest Holdings - Commercial Real Estate Investment Firm March 2005 - March 2007
Marcus & Millichap February 2004 - February 2005
Rancho Sahuarita Company - RE Brokerage, Investment, Land Development Firm June 2003 - September 2003
Phelps Dodge June 2003 - August 2003
Skills
Finance, Small Business, Entrepreneurship, Business, Manufacturing, Business Valuation, Valuation, Due Diligence, Mergers, Financial Analysis, Real Estate, Brokerage, Investments, Asset Managment, Business Planning, Private Equity, Commercial Real Estate, Mergers & Acquisitions, Business Strategy, Strategic Planning, Real Estate Development, Equities, Financial Modeling, Acquisitions, Market Analysis, Asset Management, Marketing
Education
University of Arizona, Eller College of Management 2002 — 2003
MBA, Finance
University of Pittsburgh 1989 — 1993
BS, Chemical Engineering
Lera Yalysheva Lera Yalysheva's Charles Schwab Experience June 2013 - August 2013
Job Analyst at Next Capital Management LLC
Industry Financial Services
Experience
Next Capital Management LLC August 2014 - Present
Charles Schwab June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Customer Service, Event Planning, Social Networking, Marketing, Social Media Marketing, Finance, Public Relations
Education
University of Alabama 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Next Capital Management LLC August 2014 - Present
Charles Schwab June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Customer Service, Event Planning, Social Networking, Marketing, Social Media Marketing, Finance, Public Relations
Education
University of Alabama 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Ellen Harty's Charles Schwab Experience May 2012 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2012 - Present
Star Graphics Inc May 2008 - March 2012
Cyril’s Catholic School August 2009 - December 2011
All Terrain May 2011 - September 2011
Skills
Marketing, Social Media Marketing, Social Media, Event Planning, Facebook, Social Networking, Advertising, Sales, Public Relations, Customer Service, PowerPoint, Microsoft Office, CRM, Marketing Strategy
Education
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science (BS), International Business
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science (BS), International Business
Charles Schwab May 2012 - Present
Star Graphics Inc May 2008 - March 2012
Cyril’s Catholic School August 2009 - December 2011
All Terrain May 2011 - September 2011
Skills
Marketing, Social Media Marketing, Social Media, Event Planning, Facebook, Social Networking, Advertising, Sales, Public Relations, Customer Service, PowerPoint, Microsoft Office, CRM, Marketing Strategy
Education
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science (BS), International Business
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science (BS), International Business
Kristen Ellis Kristen Ellis's Charles Schwab Experience June 2007 - June 2011
Job Chief Compliance Officer at KelmanLazarov, Inc.
Industry Financial Services
Experience
Kelman-Lazarov, Inc. June 2011 - Present
Charles Schwab June 2007 - June 2011
Regions Financial Corporation May 2005 - June 2007
Skills
Wealth Management, Financial Services, Due Diligence, FINRA, SEC, Series 7, Series 63, Series 65, Series 9/10, Nonprofits
Education
University of Arkansas 2001 — 2005
Bachelor of Arts (BA), Classical Studies and Art History
St. Agnes Academy 1998 — 2001
Kelman-Lazarov, Inc. June 2011 - Present
Charles Schwab June 2007 - June 2011
Regions Financial Corporation May 2005 - June 2007
Skills
Wealth Management, Financial Services, Due Diligence, FINRA, SEC, Series 7, Series 63, Series 65, Series 9/10, Nonprofits
Education
University of Arkansas 2001 — 2005
Bachelor of Arts (BA), Classical Studies and Art History
St. Agnes Academy 1998 — 2001
Travis Gularte Travis Gularte's Charles Schwab Experience April 2013 - Present
Job Financial Consultant Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Wells Fargo Bank October 2012 - March 2013
Wells Fargo Bank February 2009 - October 2012
Wells Fargo April 2008 - February 2009
Federal Express - Anchorage June 2004 - April 2008
FedEx April 1999 - April 2008
FedEx July 2002 - June 2004
FedEx July 2001 - July 2002
FedEx March 1999 - July 2001
Cannon Crewmember April 1998 - March 1999
Education
University of Phoenix 2010 — 2012
Business, Finance
University of Alaska Anchorage
Charles Schwab April 2013 - Present
Wells Fargo Bank October 2012 - March 2013
Wells Fargo Bank February 2009 - October 2012
Wells Fargo April 2008 - February 2009
Federal Express - Anchorage June 2004 - April 2008
FedEx April 1999 - April 2008
FedEx July 2002 - June 2004
FedEx July 2001 - July 2002
FedEx March 1999 - July 2001
Cannon Crewmember April 1998 - March 1999
Education
University of Phoenix 2010 — 2012
Business, Finance
University of Alaska Anchorage
John Lundquist John Lundquist's Charles Schwab Experience April 2007 - April 2009
Job Solution Architect
Industry Information Technology and Services
Experience
CSAA Insurance Group January 2012 - Present
Salesforce.com July 2011 - December 2011
AAA NCNU April 2010 - July 2011
Lundquist Consulting Services inc (LCSi) August 2009 - July 2011
Charles Schwab April 2007 - April 2009
IBM 2002 - 2007
PricewaterhouseCoopers January 2001 - October 2002
Motorola 1997 - 2000
Skills
CRM, Salesforce.com, Siebel, Disaster Recovery, Project Management, SDLC, Solution Architecture, Cloud Computing, Software Project..., ITIL, Management Consulting, SaaS, IT Management, PMO, Integration, Requirements Gathering, IT Strategy, Program Management, EAI, Agile Methodologies, IT Service Management, Business Intelligence, Project Portfolio..., Management, Enterprise Software, Software Development, Information Technology, Change Management, Enterprise Architecture
Education
University of Arizona 1992 — 1997
Bachelor of Business Administration (B.B.A.), MIS and Operations Management
Shadow Mountain 1988 — 1992
Shadow Mountain
High School
CSAA Insurance Group January 2012 - Present
Salesforce.com July 2011 - December 2011
AAA NCNU April 2010 - July 2011
Lundquist Consulting Services inc (LCSi) August 2009 - July 2011
Charles Schwab April 2007 - April 2009
IBM 2002 - 2007
PricewaterhouseCoopers January 2001 - October 2002
Motorola 1997 - 2000
Skills
CRM, Salesforce.com, Siebel, Disaster Recovery, Project Management, SDLC, Solution Architecture, Cloud Computing, Software Project..., ITIL, Management Consulting, SaaS, IT Management, PMO, Integration, Requirements Gathering, IT Strategy, Program Management, EAI, Agile Methodologies, IT Service Management, Business Intelligence, Project Portfolio..., Management, Enterprise Software, Software Development, Information Technology, Change Management, Enterprise Architecture
Education
University of Arizona 1992 — 1997
Bachelor of Business Administration (B.B.A.), MIS and Operations Management
Shadow Mountain 1988 — 1992
Shadow Mountain
High School
Glenn Daluz's Charles Schwab Experience November 2007 - August 2010
Job Treasury Operations Analyst at Santander Bank
Industry Financial Services
Experience
Santander Bank, US October 2011 - Present
Wells Fargo Home Mortgage August 2010 - September 2011
Charles Schwab November 2007 - August 2010
Bank of America October 2005 - September 2007
State Street Bank June 2003 - October 2005
Skills
Credit, Loans, Risk Management, Mortgage Lending, Investments, Fixed Income, Finance, Credit Risk, Financial Services, Capital Markets, Analysis
Education
University of Arizona, Eller College of Management 2009 — 2010
Master, Business Administration
Westfield State College 1998 — 2003
Bachelor of Science, Business Management; Finance
Bishop Connolly High School 1995 — 1998
Santander Bank, US October 2011 - Present
Wells Fargo Home Mortgage August 2010 - September 2011
Charles Schwab November 2007 - August 2010
Bank of America October 2005 - September 2007
State Street Bank June 2003 - October 2005
Skills
Credit, Loans, Risk Management, Mortgage Lending, Investments, Fixed Income, Finance, Credit Risk, Financial Services, Capital Markets, Analysis
Education
University of Arizona, Eller College of Management 2009 — 2010
Master, Business Administration
Westfield State College 1998 — 2003
Bachelor of Science, Business Management; Finance
Bishop Connolly High School 1995 — 1998
Daysha Balloun Daysha Balloun's Charles Schwab Experience July 2015 - Present
Job Senior Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab July 2015 - Present
Humana October 2013 - July 2015
Humana July 2012 - October 2013
Humana May 2011 - August 2011
Vanguard October 2007 - October 2009
Vanguard July 2006 - October 2007
Skills
Mergers & Acquisitions, Leadership Development, Team Building, Strategy, Performance Management, Financial Analysis, Strategic Financial..., Management, Analysis, Financial Planning, Financial Modeling, Finance, Talent Management, Competitive Analysis, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA
University of Arizona 2002 — 2006
Bachelor of Science, Business Administration, Finance
Bend Senior High School 1998 — 2002
Charles Schwab July 2015 - Present
Humana October 2013 - July 2015
Humana July 2012 - October 2013
Humana May 2011 - August 2011
Vanguard October 2007 - October 2009
Vanguard July 2006 - October 2007
Skills
Mergers & Acquisitions, Leadership Development, Team Building, Strategy, Performance Management, Financial Analysis, Strategic Financial..., Management, Analysis, Financial Planning, Financial Modeling, Finance, Talent Management, Competitive Analysis, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA
University of Arizona 2002 — 2006
Bachelor of Science, Business Administration, Finance
Bend Senior High School 1998 — 2002
Mark Swoger Mark Swoger's Charles Schwab Experience January 2008 - April 2009
Job Regional Supervision Analyst
Industry Financial Services
Experience
Sagepoint Financial August 2012 - Present
Sagepoint Financial December 2009 - August 2012
Charles Schwab January 2008 - April 2009
Charles Schwab September 2006 - December 2007
Charles Schwab April 2005 - August 2006
Charles Schwab March 2003 - March 2005
Charles Schwab June 1997 - February 2003
Charles Schwab May 1992 - May 1997
New England Life Insurance Co October 1991 - March 1992
Fox & Company Investments March 1988 - August 1991
Skills
Investments, Fixed Income, Mutual Funds, Options, Bonds, Trading, Series 7, Securities, Financial Services, Series 63, Risk Management, Retirement Planning, FINRA
Education
University of Arizona 1981 — 1985
Bachelor of Science, Finance Major
Sagepoint Financial August 2012 - Present
Sagepoint Financial December 2009 - August 2012
Charles Schwab January 2008 - April 2009
Charles Schwab September 2006 - December 2007
Charles Schwab April 2005 - August 2006
Charles Schwab March 2003 - March 2005
Charles Schwab June 1997 - February 2003
Charles Schwab May 1992 - May 1997
New England Life Insurance Co October 1991 - March 1992
Fox & Company Investments March 1988 - August 1991
Skills
Investments, Fixed Income, Mutual Funds, Options, Bonds, Trading, Series 7, Securities, Financial Services, Series 63, Risk Management, Retirement Planning, FINRA
Education
University of Arizona 1981 — 1985
Bachelor of Science, Finance Major
David Pietraszewski David Pietraszewski's Charles Schwab Experience September 2013 - Present
Job DSA Desktop Systems Analyst at Charles Schwab
Industry Industrial Automation
Experience
Charles Schwab September 2013 - Present
Charles Schwab June 2011 - September 2013
Net Fusion Services November 2009 - June 2011
Tek Systems June 2009 - November 2009
CH2M HILL March 2008 - April 2009
Tek Systems October 2007 - March 2008
Skills
Servers, Data Center, Active Directory, VMware, Cisco Technologies, Networking, VPN, Windows Server, Microsoft Office, Software Installation, Windows 7, Virtualization, Managed Services, BMC Remedy, Windows XP Pro, NOC, XP, Troubleshooting, Databases, Hardware, Technical Support, ConnectWise, HP Openview, VBScript, Windows XP, Wireless Networking, Aruba Wireless, VBA, C++, C, SharePoint Designer, VMware Horizon View, VMware vSphere, Powershell
Education
University of Arizona 2002 — 2007
BS, Industrial Engineering
Chandler High School 1998 — 2002
HS Diploma
Charles Schwab September 2013 - Present
Charles Schwab June 2011 - September 2013
Net Fusion Services November 2009 - June 2011
Tek Systems June 2009 - November 2009
CH2M HILL March 2008 - April 2009
Tek Systems October 2007 - March 2008
Skills
Servers, Data Center, Active Directory, VMware, Cisco Technologies, Networking, VPN, Windows Server, Microsoft Office, Software Installation, Windows 7, Virtualization, Managed Services, BMC Remedy, Windows XP Pro, NOC, XP, Troubleshooting, Databases, Hardware, Technical Support, ConnectWise, HP Openview, VBScript, Windows XP, Wireless Networking, Aruba Wireless, VBA, C++, C, SharePoint Designer, VMware Horizon View, VMware vSphere, Powershell
Education
University of Arizona 2002 — 2007
BS, Industrial Engineering
Chandler High School 1998 — 2002
HS Diploma
Christina Dolny Christina Dolny's Charles Schwab Experience January 2008 - May 2009
Job Technical Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2010 - Present
Cole Real Estate Investments 2013 - 2013
Genworth Financial Advisors Corp. May 2009 - April 2012
Charles Schwab January 2008 - May 2009
Charles Schwab January 1998 - December 2007
John Hancock January 1997 - January 1998
Skills
Series 7, Customer Satisfaction, Mutual Funds, Retirement Planning, Securities, Finance, Insurance
Education
Salpointe
University of Arizona
Bachelor of Science, Finance
Edward Jones October 2010 - Present
Cole Real Estate Investments 2013 - 2013
Genworth Financial Advisors Corp. May 2009 - April 2012
Charles Schwab January 2008 - May 2009
Charles Schwab January 1998 - December 2007
John Hancock January 1997 - January 1998
Skills
Series 7, Customer Satisfaction, Mutual Funds, Retirement Planning, Securities, Finance, Insurance
Education
Salpointe
University of Arizona
Bachelor of Science, Finance
Jeff Lemcke Jeff Lemcke's Charles Schwab Experience January 2000 - March 2003
Job Owner / Designated Broker, HelpUSell Realty Advantage
Industry Real Estate
Experience
Help-U-Sell Realty Advantage March 2003 - Present
Charles Schwab January 2000 - March 2003
Sterling Investment Management January 1997 - January 2000
Mediaware Development Group, Inc. May 1993 - December 1996
Skills
Sellers, Real Estate, Buyers, Referrals, Listings, Investment Properties, Negotiation, Residential Homes, Investments, Single Family Homes, Investors, Buyer Representation, Foreclosures
Education
University of Arizona, Eller College of Management 1989 — 1993
Entrepreneurship and Economics
Help-U-Sell Realty Advantage March 2003 - Present
Charles Schwab January 2000 - March 2003
Sterling Investment Management January 1997 - January 2000
Mediaware Development Group, Inc. May 1993 - December 1996
Skills
Sellers, Real Estate, Buyers, Referrals, Listings, Investment Properties, Negotiation, Residential Homes, Investments, Single Family Homes, Investors, Buyer Representation, Foreclosures
Education
University of Arizona, Eller College of Management 1989 — 1993
Entrepreneurship and Economics
Heath Bray Heath Bray's Charles Schwab Experience August 1998 - October 2001
Job Partner at WealthTrust Arizona
Industry Financial Services
Experience
WealthTrust Arizona 2014 - Present
WealthTrust Arizona 2001 - 2013
Charles Schwab August 1998 - October 2001
Skills
Investments, Retirement, Strategic Planning, Estate Planning, Wealth Management, Portfolio Management, Strategic Financial..., Series 63, Asset Allocation, Financial Advisory, Financial Planning, 401k, Finance, Loans, High Net Worth..., Business Development, Series 7, Investment Strategies, Fixed Annuities, Asset Management, Securities, Retirement Planning, Investment Management, Marketing, Investment Advisory, Financial Services, Alternative Investments, Risk Management, Mutual Funds, Mortgage Lending, Fixed Income
Education
University of Arizona 1988 — 1993
Bachelor of Arts, Sociology/Economics
WealthTrust Arizona 2014 - Present
WealthTrust Arizona 2001 - 2013
Charles Schwab August 1998 - October 2001
Skills
Investments, Retirement, Strategic Planning, Estate Planning, Wealth Management, Portfolio Management, Strategic Financial..., Series 63, Asset Allocation, Financial Advisory, Financial Planning, 401k, Finance, Loans, High Net Worth..., Business Development, Series 7, Investment Strategies, Fixed Annuities, Asset Management, Securities, Retirement Planning, Investment Management, Marketing, Investment Advisory, Financial Services, Alternative Investments, Risk Management, Mutual Funds, Mortgage Lending, Fixed Income
Education
University of Arizona 1988 — 1993
Bachelor of Arts, Sociology/Economics
Garrett LaBar's Charles Schwab Experience June 2014 - August 2014
Job Finance Leadership Development Intern at Siemens
Industry Financial Services
Experience
Siemens May 2015 - August 2015
MEB Management Services August 2012 - April 2015
Charles Schwab June 2014 - August 2014
Eller College of Mangement August 2013 - December 2013
Skills
Market Research, Property Management, Due Diligence, Data Analysis, Market Analysis, Valuation, Entrepreneurship, Qualified Retirement..., 401k, Accounting
Education
University of Arizona, Eller College of Management 2012 — 2015
Bachelor of Science (BS), Finance, 3.67 (Overall GPA) 4.0 (Major GPA)
Siemens May 2015 - August 2015
MEB Management Services August 2012 - April 2015
Charles Schwab June 2014 - August 2014
Eller College of Mangement August 2013 - December 2013
Skills
Market Research, Property Management, Due Diligence, Data Analysis, Market Analysis, Valuation, Entrepreneurship, Qualified Retirement..., 401k, Accounting
Education
University of Arizona, Eller College of Management 2012 — 2015
Bachelor of Science (BS), Finance, 3.67 (Overall GPA) 4.0 (Major GPA)
Shaheen Sheikh's Charles Schwab Experience November 2011 - Present
Job Software QA Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
Kaiser Permanente IT July 2011 - October 2011
KeyBank December 2003 - July 2011
KeyBank April 2000 - December 2003
KeyBank August 1998 - April 2000
CyberAccess, Inc. February 1998 - August 1998
Skills
COBOL, DB2, Quality Center, JCL, SDLC, Mainframe, Testing, SQL, User Acceptance Testing, Test Planning, Software Documentation, Manual Testing, Requirements Gathering, System Testing, SharePoint, Requirements Analysis, Agile Methodologies, XML, Test Automation, Software Quality..., Quality Assurance, Regression Testing, Software Development, Test Cases, Web Applications, Visual Basic, Visual Studio, HP Quality Center
Education
University of Alberta 1993 — 1997
M.Ed, Administration
University of Punjab
B.A, Business Management
University of the Punjab, Lahore
MA, English (Organizational Communications and Culture)
Charles Schwab November 2011 - Present
Kaiser Permanente IT July 2011 - October 2011
KeyBank December 2003 - July 2011
KeyBank April 2000 - December 2003
KeyBank August 1998 - April 2000
CyberAccess, Inc. February 1998 - August 1998
Skills
COBOL, DB2, Quality Center, JCL, SDLC, Mainframe, Testing, SQL, User Acceptance Testing, Test Planning, Software Documentation, Manual Testing, Requirements Gathering, System Testing, SharePoint, Requirements Analysis, Agile Methodologies, XML, Test Automation, Software Quality..., Quality Assurance, Regression Testing, Software Development, Test Cases, Web Applications, Visual Basic, Visual Studio, HP Quality Center
Education
University of Alberta 1993 — 1997
M.Ed, Administration
University of Punjab
B.A, Business Management
University of the Punjab, Lahore
MA, English (Organizational Communications and Culture)
Ryan Troutman Ryan Troutman's Charles Schwab Experience June 2013 - August 2013
Job Regional Associate at Cole Capital
Industry Financial Services
Experience
Cole Capital May 2015 - Present
Zenefits February 2015 - April 2015
Cole Capital, an American Realty Capital Properties Company May 2014 - December 2014
Charles Schwab June 2013 - August 2013
McFadden/Gavender Advertising October 2012 - March 2013
The Analytical Group November 2009 - August 2011
Skills
Social Media, Marketing, Research, Advertising, Public Relations, Management, Social Media Marketing, Marketing Research, Teamwork, Microsoft Office, Entrepreneurship, Marketing Strategy, Sales Process, Salesforce.com, Sales Prospecting, Sales Management, Team Management, Entrepreneurship..., Creative..., Entrepreneurial..., Pipeline Management, Social Networking
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science in Business Administration, Marketing, Entrepreneurship, Cum Laude
Cole Capital May 2015 - Present
Zenefits February 2015 - April 2015
Cole Capital, an American Realty Capital Properties Company May 2014 - December 2014
Charles Schwab June 2013 - August 2013
McFadden/Gavender Advertising October 2012 - March 2013
The Analytical Group November 2009 - August 2011
Skills
Social Media, Marketing, Research, Advertising, Public Relations, Management, Social Media Marketing, Marketing Research, Teamwork, Microsoft Office, Entrepreneurship, Marketing Strategy, Sales Process, Salesforce.com, Sales Prospecting, Sales Management, Team Management, Entrepreneurship..., Creative..., Entrepreneurial..., Pipeline Management, Social Networking
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science in Business Administration, Marketing, Entrepreneurship, Cum Laude
Carol Wegleitner, PMP's Charles Schwab Experience March 1997 - October 2001
Job Expert Learning and Technology Educator and Project Manager
Industry Professional Training & Coaching
Experience
CGI January 2013 - June 2015
Education Consulting (Project Management and Consulting) February 2004 - March 2014
Front Range Community College September 2003 - 2014
State Farm Insurance March 2010 - August 2012
Accenture January 2006 - February 2010
CSS Software, Inc May 2002 - January 2006
Charles Schwab March 1997 - October 2001
Skills
Instructional Design, Instructor-led Training, Captivate, Needs Analysis, Blended Learning, E-Learning, Leadership Development, Learning Management, ADDIE, Training Delivery, Coaching, Program Management, Training, Change Management, SharePoint
Education
University of Colorado Denver 1996 — 1999
MAEd, Information and Learning Technology
University of Arizona 1984 — 1988
BSBA, General Business
CGI January 2013 - June 2015
Education Consulting (Project Management and Consulting) February 2004 - March 2014
Front Range Community College September 2003 - 2014
State Farm Insurance March 2010 - August 2012
Accenture January 2006 - February 2010
CSS Software, Inc May 2002 - January 2006
Charles Schwab March 1997 - October 2001
Skills
Instructional Design, Instructor-led Training, Captivate, Needs Analysis, Blended Learning, E-Learning, Leadership Development, Learning Management, ADDIE, Training Delivery, Coaching, Program Management, Training, Change Management, SharePoint
Education
University of Colorado Denver 1996 — 1999
MAEd, Information and Learning Technology
University of Arizona 1984 — 1988
BSBA, General Business
Lindsey (Larsen) Sawicki, AAMS®, CRC® Lindsey (Larsen) Sawicki, AAMS®, CRC®'s Charles Schwab Experience July 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Great-West Financial March 2011 - July 2014
Wells Fargo February 2009 - March 2011
Education
University of Alaska Anchorage 2010 — 2014
Bachelor's Degree, International Studies
Charles Schwab July 2014 - Present
Great-West Financial March 2011 - July 2014
Wells Fargo February 2009 - March 2011
Education
University of Alaska Anchorage 2010 — 2014
Bachelor's Degree, International Studies
Andrew Sandquist's Charles Schwab Experience February 2008 - February 2009
Job Business Analyst Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase November 2011 - Present
UnitedHealth Group August 2011 - November 2011
Coach America March 2003 - February 2011
Charles Schwab February 2008 - February 2009
Countrywide Home Loans 2006 - 2007
Chase 2004 - 2004
BankOne 2003 - 2003
Skills
Servers, Business Analysis, Citrix, Help Desk Support, VMware ESX, Visio, Bowhunting, Nunchuck, Hardware, Virtualization, Analytics, Brand Management, Customer Service, Risk Assessment, Strategic Planning, Wedding Dance Master, Sarcasm
Education
University of Arizona 2001 — 2005
BA, Psychology
Pocatello High School 1999 — 2001
Diploma, General
JPMorgan Chase November 2011 - Present
UnitedHealth Group August 2011 - November 2011
Coach America March 2003 - February 2011
Charles Schwab February 2008 - February 2009
Countrywide Home Loans 2006 - 2007
Chase 2004 - 2004
BankOne 2003 - 2003
Skills
Servers, Business Analysis, Citrix, Help Desk Support, VMware ESX, Visio, Bowhunting, Nunchuck, Hardware, Virtualization, Analytics, Brand Management, Customer Service, Risk Assessment, Strategic Planning, Wedding Dance Master, Sarcasm
Education
University of Arizona 2001 — 2005
BA, Psychology
Pocatello High School 1999 — 2001
Diploma, General
Jaime Hodges Jaime Hodges's Charles Schwab Experience January 2000 - January 2004
Job Blogger
Industry Medical Devices
Experience
jaimefotheringham.com July 2014 - Present
Align Technology January 2011 - May 2012
Align Technology January 2011 - May 2012
GlaxoSmithKline February 2004 - September 2010
GlaxoSmithKline Pharmaceuticals February 2004 - September 2010
Charles Schwab January 2000 - January 2004
Charles Schwab & Co., Inc January 2000 - January 2004
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of Arizona
Bachelor of Arts, Psychology
jaimefotheringham.com July 2014 - Present
Align Technology January 2011 - May 2012
Align Technology January 2011 - May 2012
GlaxoSmithKline February 2004 - September 2010
GlaxoSmithKline Pharmaceuticals February 2004 - September 2010
Charles Schwab January 2000 - January 2004
Charles Schwab & Co., Inc January 2000 - January 2004
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of Arizona
Bachelor of Arts, Psychology
Logan Wreschner's Charles Schwab Experience August 2015 - Present
Job Associate Financial Service Professional
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Nordstrom Rack November 2014 - May 2015
Charles Schwab June 2014 - August 2014
The Retreat Tucson January 2013 - May 2014
Chick-fil-A April 2010 - January 2013
Skills
Customer Engagement, Customer Service, Customer Oriented, Emotional Intelligence, Sales, Leasing, Communication, People-oriented, People Skills, Social Media, Human Resources, Teamwork, Marketing, PowerPoint
Education
University of Arizona 2011 — 2015
Business Administration and Management, General
Chandler High School 2007 — 2011
Charles Schwab August 2015 - Present
Nordstrom Rack November 2014 - May 2015
Charles Schwab June 2014 - August 2014
The Retreat Tucson January 2013 - May 2014
Chick-fil-A April 2010 - January 2013
Skills
Customer Engagement, Customer Service, Customer Oriented, Emotional Intelligence, Sales, Leasing, Communication, People-oriented, People Skills, Social Media, Human Resources, Teamwork, Marketing, PowerPoint
Education
University of Arizona 2011 — 2015
Business Administration and Management, General
Chandler High School 2007 — 2011
Alec Wojack Alec Wojack's Charles Schwab Experience May 2014 - August 2014
Job Investor Services Intern at Charles Schwab
Industry Financial Services
Experience
Applied Investment Management August 2014 - May 2015
TGA Premier Junior Golf January 2015 - April 2015
Charles Schwab May 2014 - August 2014
The Minikahda Club June 2006 - August 2012
Byerlys October 2009 - June 2011
Skills
Negotiation, Sales, Marketing, Sports, Sports Marketing, Economics, Business, Business Analysis, Business Strategy, Time Management, Event Planning, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor’s Degree, Finance, Senior
Edina High School 2008 — 2011
Applied Investment Management August 2014 - May 2015
TGA Premier Junior Golf January 2015 - April 2015
Charles Schwab May 2014 - August 2014
The Minikahda Club June 2006 - August 2012
Byerlys October 2009 - June 2011
Skills
Negotiation, Sales, Marketing, Sports, Sports Marketing, Economics, Business, Business Analysis, Business Strategy, Time Management, Event Planning, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor’s Degree, Finance, Senior
Edina High School 2008 — 2011
Dustin Benadretti's Charles Schwab Experience June 2014 - August 2014
Job Investor Services Intern at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - August 2014
London & Partners September 2013 - December 2013
The Delta Chi Fraternity, Inc. University of Arizona Chapter December 2011 - January 2013
ExpressTees May 2012 - May 2012
SYSPRO September 2010 - January 2011
Skills
Marketing, Lead Generation, Management, Investments, Asset Management, Budgets, Strategy, Financial Management..., Social Networking, Project Team Management, Microsoft Dynamics, Event Management, WordPress
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science Business Administration, Majors: Finance & Business Economics, Minor: Global Business, Senior
Northwood High School 2007 — 2011
High School
Charles Schwab June 2014 - August 2014
London & Partners September 2013 - December 2013
The Delta Chi Fraternity, Inc. University of Arizona Chapter December 2011 - January 2013
ExpressTees May 2012 - May 2012
SYSPRO September 2010 - January 2011
Skills
Marketing, Lead Generation, Management, Investments, Asset Management, Budgets, Strategy, Financial Management..., Social Networking, Project Team Management, Microsoft Dynamics, Event Management, WordPress
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science Business Administration, Majors: Finance & Business Economics, Minor: Global Business, Senior
Northwood High School 2007 — 2011
High School
Kelli Douglas Hernandez's Charles Schwab Experience March 2000 - May 2005
Job Associate Broker at Deerwoods Real Estate Management LLC
Industry Real Estate
Experience
Deerwoods Real Estate Management LLC November 2014 - Present
Cascade Financial Management, Inc. January 2008 - May 2014
Envestnet Asset Management June 2005 - January 2008
Charles Schwab March 2000 - May 2005
Skills
Commercial Real Estate, Finance, Investments, Customer Service, Leadership, Management, Project Management, Property Management, Strategic Planning, Real Estate, Financial Services, Microsoft Office, Social Media
Education
University of Alabama
Deerwoods Real Estate Management LLC November 2014 - Present
Cascade Financial Management, Inc. January 2008 - May 2014
Envestnet Asset Management June 2005 - January 2008
Charles Schwab March 2000 - May 2005
Skills
Commercial Real Estate, Finance, Investments, Customer Service, Leadership, Management, Project Management, Property Management, Strategic Planning, Real Estate, Financial Services, Microsoft Office, Social Media
Education
University of Alabama
Patrick Torrey Patrick Torrey's Charles Schwab Experience February 2013 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab February 2010 - February 2013
Prudential Financial October 2008 - February 2010
Education
University of Arizona 2001 — 2006
Finance
Charles Schwab February 2013 - Present
Charles Schwab February 2010 - February 2013
Prudential Financial October 2008 - February 2010
Education
University of Arizona 2001 — 2006
Finance
Nick Dlugas Nick Dlugas's Charles Schwab Experience July 2013 - Present
Job Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Cambridge Financial Services May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
University of Arizona 2009 — 2013
Bachelor's degree, Finance and Psychology minor
Wheaton College
Charles Schwab July 2013 - Present
Cambridge Financial Services May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
University of Arizona 2009 — 2013
Bachelor's degree, Finance and Psychology minor
Wheaton College
Gale Northrop Gale Northrop's Charles Schwab Experience October 2012 - Present
Job VP Branch Manager
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Charles Schwab April 2004 - March 2011
Education
University of Arizona
B.S., Physics
Charles Schwab October 2012 - Present
Charles Schwab April 2004 - March 2011
Education
University of Arizona
B.S., Physics
Kara Price, PMP Kara Price, PMP's Charles Schwab Experience March 2010 - January 2011
Job
Industry Computer Software
Experience
General Motors September 2013 - Present
General Motors April 2013 - Present
Dell January 2011 - March 2013
Charles Schwab March 2010 - January 2011
Technology Navigators November 2009 - March 2010
Kershner Trading Group October 2008 - August 2009
Dell May 2005 - October 2008
Dell 2001 - 2008
Dell December 2002 - April 2005
Dell August 2001 - December 2002
Skills
Testing, SDLC, Requirements Analysis, Quality Assurance, Quality Center, User Acceptance Testing, XML, Project Management, Product Management, System Testing, Troubleshooting, Analysis, Management, Test Cases, Agile Methodologies, Microsoft SQL Server, Software Quality...
Education
University of Arkansas at Fayetteville 1996 — 2001
BSBA, CIS
General Motors September 2013 - Present
General Motors April 2013 - Present
Dell January 2011 - March 2013
Charles Schwab March 2010 - January 2011
Technology Navigators November 2009 - March 2010
Kershner Trading Group October 2008 - August 2009
Dell May 2005 - October 2008
Dell 2001 - 2008
Dell December 2002 - April 2005
Dell August 2001 - December 2002
Skills
Testing, SDLC, Requirements Analysis, Quality Assurance, Quality Center, User Acceptance Testing, XML, Project Management, Product Management, System Testing, Troubleshooting, Analysis, Management, Test Cases, Agile Methodologies, Microsoft SQL Server, Software Quality...
Education
University of Arkansas at Fayetteville 1996 — 2001
BSBA, CIS
Shabi Jafri Shabi Jafri's Charles Schwab Experience May 2009 - July 2010
Job Territory Manager at Ulthera, Inc
Industry Medical Devices
Experience
Ulthera, Inc April 2014 - Present
Medicis July 2010 - April 2014
Charles Schwab May 2009 - July 2010
Northwestern Mutual January 2008 - May 2009
Enterprise Rent-A-Car February 2001 - December 2007
Skills
Salesforce.com, Sales, Sales Management, Investments, Cold Calling, Management, Coaching, Account Management, Hospitals, Sales Operations, Direct Sales, Selling, Product Launch, Sales Force Development, Medical Devices, Pharmaceutical Sales, Sales Process, CRM
Education
University of Arizona, Eller College of Management 2009 — 2010
M.B.A
Wayne State University 1996 — 2001
Bachelor of Science, Information Systems Management
Ulthera, Inc April 2014 - Present
Medicis July 2010 - April 2014
Charles Schwab May 2009 - July 2010
Northwestern Mutual January 2008 - May 2009
Enterprise Rent-A-Car February 2001 - December 2007
Skills
Salesforce.com, Sales, Sales Management, Investments, Cold Calling, Management, Coaching, Account Management, Hospitals, Sales Operations, Direct Sales, Selling, Product Launch, Sales Force Development, Medical Devices, Pharmaceutical Sales, Sales Process, CRM
Education
University of Arizona, Eller College of Management 2009 — 2010
M.B.A
Wayne State University 1996 — 2001
Bachelor of Science, Information Systems Management
Devin Olson Devin Olson's Charles Schwab Experience March 2011 - Present
Job Manager of Corporate Sponsorships at Charles Schwab
Industry Sports
Experience
Charles Schwab March 2011 - Present
PGA TOUR May 2009 - March 2011
Skills
Marketing, Social Media, Advertising, Event Planning, Social Media Marketing, Public Relations, Sponsorship, Sports Marketing, Event Management, Sales, Marketing Strategy, Marketing Communications, Sports, Sports Management
Education
University of Arizona 2005 — 2009
BA, Communications, Communication 3.9, Anthropology 3.8
Charles Schwab March 2011 - Present
PGA TOUR May 2009 - March 2011
Skills
Marketing, Social Media, Advertising, Event Planning, Social Media Marketing, Public Relations, Sponsorship, Sports Marketing, Event Management, Sales, Marketing Strategy, Marketing Communications, Sports, Sports Management
Education
University of Arizona 2005 — 2009
BA, Communications, Communication 3.9, Anthropology 3.8
Kevin Causey Kevin Causey's Charles Schwab Experience December 2014 - Present
Job Associate Mutual Fund Clearing Team at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Capital One April 2014 - September 2014
Capital One April 2013 - April 2014
Capital One March 2012 - April 2013
Tidewater Physical Therapy May 2011 - March 2012
Tommy Bahama 2007 - 2011
Minor League Baseball 1999 - 2009
Skills
Business Process..., Microsoft Excel, Process Improvement, Business Process Mapping, Visio, Team Building, Leadership, Collaborative Teamwork, Strategic Planning, Forecasting, Management, Coaching, Teamwork, Program Management, Presentation &..., Team Leadership, Training, Public Speaking, PowerPoint, Operations Management, Social Networking, Social Media, Public Relations, Customer Relationship..., Event Management, Customer Satisfaction, Recruiting, Microsoft Word, Customer Service, Marketing Strategy, Research, Analysis, Microsoft Office
Education
University of Phoenix 2007 — 2010
BSM, Business Management
University of Arkansas at Fayetteville 1996 — 1998
Conway High School
Charles Schwab December 2014 - Present
Capital One April 2014 - September 2014
Capital One April 2013 - April 2014
Capital One March 2012 - April 2013
Tidewater Physical Therapy May 2011 - March 2012
Tommy Bahama 2007 - 2011
Minor League Baseball 1999 - 2009
Skills
Business Process..., Microsoft Excel, Process Improvement, Business Process Mapping, Visio, Team Building, Leadership, Collaborative Teamwork, Strategic Planning, Forecasting, Management, Coaching, Teamwork, Program Management, Presentation &..., Team Leadership, Training, Public Speaking, PowerPoint, Operations Management, Social Networking, Social Media, Public Relations, Customer Relationship..., Event Management, Customer Satisfaction, Recruiting, Microsoft Word, Customer Service, Marketing Strategy, Research, Analysis, Microsoft Office
Education
University of Phoenix 2007 — 2010
BSM, Business Management
University of Arkansas at Fayetteville 1996 — 1998
Conway High School
Amy S. Hoffman Amy S. Hoffman's Charles Schwab Experience April 2012 - August 2015
Job Product Management at Banjo
Industry Financial Services
Experience
Banjo August 2015 - Present
Charles Schwab April 2012 - August 2015
UC Berkeley Extension September 2009 - December 2014
E*TRADE FINANCIAL July 2008 - March 2012
Market Compass, Inc. December 1999 - July 2008
Aquila Capital Management, LLC October 2002 - January 2008
ON24 2000 - 2002
NYSE Euronext 1992 - 2000
Skills
Options, Derivatives, Equities, Trading, Risk Management, Portfolio Management, Investments, Financial Risk, Strategy, Series 7, Financial Markets, Hedge Funds, Product Management, Fixed Income, Hedging, Trading Systems, Analytics, Strategic Planning, Options Strategies, Management, Equity Derivatives, Analysis, Financial Services, Brokerage, Start-ups, Leadership, FINRA, SDLC, New Business Development, Market Making, Business Development, Technical Analysis, Competitive Analysis, Asset Management, Series 63, Business Strategy, Derivatives Trading, Product Marketing, User Experience, Product Development, Product Design, Agile & Waterfall..., Agile Web Development, Technology, Team Leadership, Teaching, E-Learning, Training & Development, Learning Management..., TFS
Education
IDEO U 2015 — 2015
Insights for Innovation
University of California, Berkeley 2002 — 2006
CFP, Certified Financial Planner, 3.8
University of Arizona
BA, Psychology, Child Development
The New School - Santa Fe, NM
College Preparatory
Banjo August 2015 - Present
Charles Schwab April 2012 - August 2015
UC Berkeley Extension September 2009 - December 2014
E*TRADE FINANCIAL July 2008 - March 2012
Market Compass, Inc. December 1999 - July 2008
Aquila Capital Management, LLC October 2002 - January 2008
ON24 2000 - 2002
NYSE Euronext 1992 - 2000
Skills
Options, Derivatives, Equities, Trading, Risk Management, Portfolio Management, Investments, Financial Risk, Strategy, Series 7, Financial Markets, Hedge Funds, Product Management, Fixed Income, Hedging, Trading Systems, Analytics, Strategic Planning, Options Strategies, Management, Equity Derivatives, Analysis, Financial Services, Brokerage, Start-ups, Leadership, FINRA, SDLC, New Business Development, Market Making, Business Development, Technical Analysis, Competitive Analysis, Asset Management, Series 63, Business Strategy, Derivatives Trading, Product Marketing, User Experience, Product Development, Product Design, Agile & Waterfall..., Agile Web Development, Technology, Team Leadership, Teaching, E-Learning, Training & Development, Learning Management..., TFS
Education
IDEO U 2015 — 2015
Insights for Innovation
University of California, Berkeley 2002 — 2006
CFP, Certified Financial Planner, 3.8
University of Arizona
BA, Psychology, Child Development
The New School - Santa Fe, NM
College Preparatory
Greg Scheppe's Charles Schwab Experience December 1996 - September 2002
Job Materials Supervisor at VT Volant
Industry Electrical/Electronic Manufacturing
Experience
VT Volant September 2015 - Present
Electric Mirror, LLC January 2014 - November 2014
Aseptico October 2010 - October 2013
LG Electronics August 2007 - September 2010
True Value Company February 2003 - August 2007
Charles Schwab December 1996 - September 2002
United States Marine Corps 1983 - 1986
Skills
Investment Strategies, Lean Initiatives, Purchasing, Inventory Management, Dental Equipment, Hardware, Lean Manufacturing, Inventory Control, Customer Service, Accounts Receivable, Outlook, Strategic Planning, Team Leadership, Distribution Center..., Process Scheduler, Program Management, Training, Manufacturing, Team Building, Customer Satisfaction, Process Improvement, Pricing, Human Resources, Procurement, Sales Operations, Forecasting, Leadership, Management, Microsoft Office, Microsoft Excel, Materials Management
Education
University of Alabama in Huntsville 1989 — 1992
Engineering and Business
Marine Corps 1983 — 1985
Life, MIMMS (Marine Integrated Maintenace Management Systems)
Lake Washington High School
High School diploma
VT Volant September 2015 - Present
Electric Mirror, LLC January 2014 - November 2014
Aseptico October 2010 - October 2013
LG Electronics August 2007 - September 2010
True Value Company February 2003 - August 2007
Charles Schwab December 1996 - September 2002
United States Marine Corps 1983 - 1986
Skills
Investment Strategies, Lean Initiatives, Purchasing, Inventory Management, Dental Equipment, Hardware, Lean Manufacturing, Inventory Control, Customer Service, Accounts Receivable, Outlook, Strategic Planning, Team Leadership, Distribution Center..., Process Scheduler, Program Management, Training, Manufacturing, Team Building, Customer Satisfaction, Process Improvement, Pricing, Human Resources, Procurement, Sales Operations, Forecasting, Leadership, Management, Microsoft Office, Microsoft Excel, Materials Management
Education
University of Alabama in Huntsville 1989 — 1992
Engineering and Business
Marine Corps 1983 — 1985
Life, MIMMS (Marine Integrated Maintenace Management Systems)
Lake Washington High School
High School diploma
Holly Varela Holly Varela's Charles Schwab Experience 1997 - Present
Job Director, Acquisition Delivery at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1997 - Present
Skills
Financial Services, Asset Allocation, Retirement Planning, Finance, Sales Management, Wealth Management, Series 7, Series 66, Series 9/10, Leadership
Education
University of Arizona
Bachelor's Degree, Marketing
Charles Schwab 1997 - Present
Skills
Financial Services, Asset Allocation, Retirement Planning, Finance, Sales Management, Wealth Management, Series 7, Series 66, Series 9/10, Leadership
Education
University of Arizona
Bachelor's Degree, Marketing
Jocelyn Frailey Thomas's Charles Schwab Experience March 2013 - Present
Job Manager HRIS at Charles Schwab
Industry E-Learning
Experience
Charles Schwab March 2013 - Present
Charles Schwab March 2010 - March 2013
Charles Schwab November 2007 - March 2010
SkillSoft (formerly Thomson NETg) January 2007 - October 2007
Thomson NETg May 2005 - January 2007
Aviation Communication and Surveillance Systems (ACSS) February 2003 - May 2004
Skills
Business Requirements, Continuous Improvement, Learning Management..., E-Learning, Adaptation, Needs Analysis, Project Management, SharePoint, Business Analysis, Training, Vendor Management, Process Improvement, Strategy, Consulting, Learning Management, CRM, Management, Program Management
Education
University of Arizona 1997 — 2001
BA, Sociolgy and Political Science
Charles Schwab March 2013 - Present
Charles Schwab March 2010 - March 2013
Charles Schwab November 2007 - March 2010
SkillSoft (formerly Thomson NETg) January 2007 - October 2007
Thomson NETg May 2005 - January 2007
Aviation Communication and Surveillance Systems (ACSS) February 2003 - May 2004
Skills
Business Requirements, Continuous Improvement, Learning Management..., E-Learning, Adaptation, Needs Analysis, Project Management, SharePoint, Business Analysis, Training, Vendor Management, Process Improvement, Strategy, Consulting, Learning Management, CRM, Management, Program Management
Education
University of Arizona 1997 — 2001
BA, Sociolgy and Political Science
Dawn Arkfeld's Charles Schwab Experience June 2011 - Present
Job Client Reporting Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
U-Haul International December 2003 - June 2010
Foresters January 2003 - December 2003
Arizona Financial Group June 1999 - January 2003
Education
University of Arizona, Eller College of Management 1995 — 1999
Finance
University of Arizona
Bachelor of Science, Business Administration; Finance
Charles Schwab June 2011 - Present
U-Haul International December 2003 - June 2010
Foresters January 2003 - December 2003
Arizona Financial Group June 1999 - January 2003
Education
University of Arizona, Eller College of Management 1995 — 1999
Finance
University of Arizona
Bachelor of Science, Business Administration; Finance
Will Westfield, CFP®'s Charles Schwab Experience January 1992 - June 2007
Job Managing Partner at August Wealth Group, Inc.
Industry Financial Services
Experience
August Wealth Group, Inc. June 2009 - Present
Tactical Allocation Services, LLC February 2008 - February 2009
Terry Hall & Associates October 2007 - January 2008
Charles Schwab January 1992 - June 2007
Skills
CRM
Education
University of Arizona 1986 — 1990
BS, Business Administration
August Wealth Group, Inc. June 2009 - Present
Tactical Allocation Services, LLC February 2008 - February 2009
Terry Hall & Associates October 2007 - January 2008
Charles Schwab January 1992 - June 2007
Skills
CRM
Education
University of Arizona 1986 — 1990
BS, Business Administration
Pam Lambros's Charles Schwab Experience February 2001 - December 2007
Job Senior Vice PresidentRisk Management at Bank of America
Industry Financial Services
Experience
Bank of America December 2012 - Present
Bank of America April 2010 - December 2012
Bank of America April 2008 - July 2010
Charles Schwab February 2001 - December 2007
Charles Schwab June 1998 - February 2001
Bank of America February 1996 - May 1998
Skills
Fixed Income, Risk Management, Internal Audit, Process Improvement, Financial Services, Financial Risk, Enterprise Risk..., Program Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategy, Risk Assessment, Auditing, Strategic Financial..., Operational Risk..., Financial Analysis, Finance, Banking, Due Diligence, Management, Internal Controls, AML, COSO, Treasury Management, Business Process..., Treasury, Operational Risk, Mutual Funds, Governance, Derivatives, Project Management, Credit Risk, Securities, Hedge Funds, Capital Markets
Education
University of Arizona 1987 — 1990
BS, Finance, General
Bank of America December 2012 - Present
Bank of America April 2010 - December 2012
Bank of America April 2008 - July 2010
Charles Schwab February 2001 - December 2007
Charles Schwab June 1998 - February 2001
Bank of America February 1996 - May 1998
Skills
Fixed Income, Risk Management, Internal Audit, Process Improvement, Financial Services, Financial Risk, Enterprise Risk..., Program Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategy, Risk Assessment, Auditing, Strategic Financial..., Operational Risk..., Financial Analysis, Finance, Banking, Due Diligence, Management, Internal Controls, AML, COSO, Treasury Management, Business Process..., Treasury, Operational Risk, Mutual Funds, Governance, Derivatives, Project Management, Credit Risk, Securities, Hedge Funds, Capital Markets
Education
University of Arizona 1987 — 1990
BS, Finance, General
Steven Younes's Charles Schwab Experience February 2015 - Present
Job Branch Manager
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab January 2014 - February 2015
Charles Schwab December 2010 - February 2014
Charles Schwab March 2003 - December 2010
Charles Schwab November 2001 - February 2003
The Yankee Group January 2001 - October 2001
Charles Schwab August 1995 - January 2001
Education
University of Arizona 1986 — 1990
BA, Political Theory, Economics
Charles Schwab February 2015 - Present
Charles Schwab January 2014 - February 2015
Charles Schwab December 2010 - February 2014
Charles Schwab March 2003 - December 2010
Charles Schwab November 2001 - February 2003
The Yankee Group January 2001 - October 2001
Charles Schwab August 1995 - January 2001
Education
University of Arizona 1986 — 1990
BA, Political Theory, Economics
Olga Ramos's Charles Schwab Experience January 1997 - June 2003
Job Experienced risk and administrative manager
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
HSBC Securities December 2008 - September 2014
UBS Wealth Management May 2007 - May 2008
UBS Wealth Management June 2004 - May 2007
UBS Wealth Management July 2003 - June 2004
Charles Schwab January 1997 - June 2003
Skills
Risk Management, Project Management, Sarbanes-Oxley Act, Business Development, CRM, Bank Secrecy Act, Series 7, Wealth Management, Alternative Investments, Investments, Securities, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Fixed Income, Private Banking, Series 63, Investment Advisory, AML, Relationship Management, Finance, Banking, Financial Risk, Financial Services, Options, Asset Management, Trading, Hedge Funds, Loans
Education
University of Miami - School of Business 2005 — 2006
MBA, International Business
University of Alabama 1992 — 1996
BA, International Studies
JPMorgan Chase & Co. September 2014 - Present
HSBC Securities December 2008 - September 2014
UBS Wealth Management May 2007 - May 2008
UBS Wealth Management June 2004 - May 2007
UBS Wealth Management July 2003 - June 2004
Charles Schwab January 1997 - June 2003
Skills
Risk Management, Project Management, Sarbanes-Oxley Act, Business Development, CRM, Bank Secrecy Act, Series 7, Wealth Management, Alternative Investments, Investments, Securities, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Fixed Income, Private Banking, Series 63, Investment Advisory, AML, Relationship Management, Finance, Banking, Financial Risk, Financial Services, Options, Asset Management, Trading, Hedge Funds, Loans
Education
University of Miami - School of Business 2005 — 2006
MBA, International Business
University of Alabama 1992 — 1996
BA, International Studies
Shawn Wimp's Charles Schwab Experience March 1995 - Present
Job Managing Director, Product Management and Marketing for Sweep Cash Products at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1995 - Present
Skills
Product Management, Series 7, Series 9, Series 10, Series 63, Risk Management, Credit Risk, Mutual Funds, FINRA, Financial Risk, Trading, Relationship Management, Securities, Financial Services, Wealth Management, Fixed Income, Equities
Education
University of Arizona 1990 — 1994
BA, Interdisciplinary Studies, Business, French, Russian
Charles Schwab March 1995 - Present
Skills
Product Management, Series 7, Series 9, Series 10, Series 63, Risk Management, Credit Risk, Mutual Funds, FINRA, Financial Risk, Trading, Relationship Management, Securities, Financial Services, Wealth Management, Fixed Income, Equities
Education
University of Arizona 1990 — 1994
BA, Interdisciplinary Studies, Business, French, Russian
Mark Shereshovech's Charles Schwab Experience February 1995 - Present
Job Manager, Trading Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 1995 - Present
Charles Schwab October 2003 - March 2007
Education
University of Arizona 1988 — 1992
Charles Schwab February 1995 - Present
Charles Schwab October 2003 - March 2007
Education
University of Arizona 1988 — 1992
Arlene Zarate's Charles Schwab Experience 1987 - August 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Charles Schwab 1987 - August 2007
Charles Schwab 1987 - 2007
Education
University of Arizona 1979 — 1983
B.S., Management Information Systems
Charles Schwab 1987 - August 2007
Charles Schwab 1987 - 2007
Education
University of Arizona 1979 — 1983
B.S., Management Information Systems
George E. Haas's Charles Schwab Experience June 1997 - March 2005
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Global Advisors Inc. January 2015 - Present
Mercer Advisors February 2014 - December 2014
United Capital Financial Advisers October 2006 - February 2014
Girard Securities October 2006 - February 2014
UBS Financial Services 2005 - 2006
Charles Schwab June 1997 - March 2005
Education
University of Phoenix 2000 — 2003
Masters Business Administration, Business
University of Arizona 1993 — 1997
Bachelor of Science, Regional Development
Brophy College Preparatory 1988 — 1992
Mercer Global Advisors Inc. January 2015 - Present
Mercer Advisors February 2014 - December 2014
United Capital Financial Advisers October 2006 - February 2014
Girard Securities October 2006 - February 2014
UBS Financial Services 2005 - 2006
Charles Schwab June 1997 - March 2005
Education
University of Phoenix 2000 — 2003
Masters Business Administration, Business
University of Arizona 1993 — 1997
Bachelor of Science, Regional Development
Brophy College Preparatory 1988 — 1992
Joe Vazquez's Charles Schwab Experience November 2010 - November 2012
Job Financial Advisor at Wealth Management Solutions
Industry Financial Services
Experience
Wealth Management Solutions January 2014 - Present
BBVA Compass December 2012 - January 2014
Charles Schwab November 2010 - November 2012
Charles Schwab June 2000 - February 2011
Skills
Retirement Planning, Retirement, Investments, Pensions, Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Series 7, Personal Financial..., Financial Planners, High Net Worth..., Uniform Combined State..., Financial Planning
Education
University of Arizona 2000 — 2003
Shadow Mountain
Whitworth University
Wealth Management Solutions January 2014 - Present
BBVA Compass December 2012 - January 2014
Charles Schwab November 2010 - November 2012
Charles Schwab June 2000 - February 2011
Skills
Retirement Planning, Retirement, Investments, Pensions, Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Series 7, Personal Financial..., Financial Planners, High Net Worth..., Uniform Combined State..., Financial Planning
Education
University of Arizona 2000 — 2003
Shadow Mountain
Whitworth University
Brent McQuiston CFP©, CMFC™'s Charles Schwab Experience January 1994 - August 2003
Job Partner
Industry Investment Management
Experience
WealthTrust - Arizona November 2006 - Present
DeGreen Wealth Management August 2003 - November 2006
Charles Schwab January 1994 - August 2003
Skills
Investments, Mutual Funds, Wealth Management, Equities, Asset Management, Asset Allocation, Retirement Planning, Alternative Investments, Financial Services
Education
University of Arizona 1988 — 1993
BS, Finance
WealthTrust - Arizona November 2006 - Present
DeGreen Wealth Management August 2003 - November 2006
Charles Schwab January 1994 - August 2003
Skills
Investments, Mutual Funds, Wealth Management, Equities, Asset Management, Asset Allocation, Retirement Planning, Alternative Investments, Financial Services
Education
University of Arizona 1988 — 1993
BS, Finance
Andrew Ureta's Charles Schwab Experience January 2004 - December 2004
Job Sr. IT Professional
Industry Information Technology and Services
Experience
LifeLock July 2012 - August 2013
Wyndham Hotel Group July 2011 - July 2012
BlackRock Hosting January 2005 - May 2012
Mutual of Omaha Bank April 2009 - May 2009
Limelight Networks June 2008 - October 2008
Quepasa Corporation February 2007 - April 2008
Charles Schwab January 2004 - December 2004
State Farm September 2003 - December 2003
Sprint January 2000 - December 2002
IBM January 2000 - December 2001
Skills
Virtualization, Active Directory, Linux, Microsoft SQL Server, ITIL, Windows Server, Cisco Technologies, Networking, Security, Solaris, Weblogic, Integration, Disaster Recovery, Unix, Servers, Team Leadership, Network Security, Network Administration, System Administration, F5 BigIP, Palo Alto, Tomcat, LAMP, Management, NetApp Filers, Solr, VMware, Alteon, Dell PowerEdge Servers, HP Blade, AIX, Unix Operating Systems, Amazon Web Services..., MySQL, Data Center, DNS, Apache, Cloud Computing
Education
University of Arizona 1992 — 1998
Computer Science / Computer Engineer
LifeLock July 2012 - August 2013
Wyndham Hotel Group July 2011 - July 2012
BlackRock Hosting January 2005 - May 2012
Mutual of Omaha Bank April 2009 - May 2009
Limelight Networks June 2008 - October 2008
Quepasa Corporation February 2007 - April 2008
Charles Schwab January 2004 - December 2004
State Farm September 2003 - December 2003
Sprint January 2000 - December 2002
IBM January 2000 - December 2001
Skills
Virtualization, Active Directory, Linux, Microsoft SQL Server, ITIL, Windows Server, Cisco Technologies, Networking, Security, Solaris, Weblogic, Integration, Disaster Recovery, Unix, Servers, Team Leadership, Network Security, Network Administration, System Administration, F5 BigIP, Palo Alto, Tomcat, LAMP, Management, NetApp Filers, Solr, VMware, Alteon, Dell PowerEdge Servers, HP Blade, AIX, Unix Operating Systems, Amazon Web Services..., MySQL, Data Center, DNS, Apache, Cloud Computing
Education
University of Arizona 1992 — 1998
Computer Science / Computer Engineer
David Valenzuela's Charles Schwab Experience March 2014 - Present
Job Technical Director Information Security Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Apriva January 2014 - March 2014
Salt River Project March 2010 - January 2014
KPMG LLP June 2004 - March 2010
BITS July 1999 - May 2004
Skills
Certified Information..., Certified Information..., Certified Ethical..., Certified in Risk and..., Archer Governance, Risk..., Cyber Security, Critical Infrastructure, Smart Grid, PCI DSS, ISO 27001, NIST 800-53, HIPAA, Sarbanes-Oxley, CISSP, Computer Security, CISA, Business Continuity, SAS70, Governance, Information Security, Vulnerability Assessment, IT Audit, Information Assurance, Risk Assessment, Disaster Recovery, Enterprise Risk..., Information Security..., Security, Information Technology, COBIT, Sarbanes-Oxley Act, Intrusion Detection, NIST, Application Security, Penetration Testing, Vulnerability Management
Education
University of Arizona, Eller College of Management 2002 — 2004
Master of Science, Management Information Systems
University of Arizona 1998 — 2002
Bachelors of Science, Business Administration - Management Information Systems
Charles Schwab March 2014 - Present
Apriva January 2014 - March 2014
Salt River Project March 2010 - January 2014
KPMG LLP June 2004 - March 2010
BITS July 1999 - May 2004
Skills
Certified Information..., Certified Information..., Certified Ethical..., Certified in Risk and..., Archer Governance, Risk..., Cyber Security, Critical Infrastructure, Smart Grid, PCI DSS, ISO 27001, NIST 800-53, HIPAA, Sarbanes-Oxley, CISSP, Computer Security, CISA, Business Continuity, SAS70, Governance, Information Security, Vulnerability Assessment, IT Audit, Information Assurance, Risk Assessment, Disaster Recovery, Enterprise Risk..., Information Security..., Security, Information Technology, COBIT, Sarbanes-Oxley Act, Intrusion Detection, NIST, Application Security, Penetration Testing, Vulnerability Management
Education
University of Arizona, Eller College of Management 2002 — 2004
Master of Science, Management Information Systems
University of Arizona 1998 — 2002
Bachelors of Science, Business Administration - Management Information Systems
Nick Wyer's Charles Schwab Experience January 2008 - September 2010
Job Financial Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines July 2012 - Present
Merrill Edge September 2010 - March 2012
Charles Schwab January 2008 - September 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Asset Managment, Financial Services, Trading, Financial Analysis, Uniform Combined State..., Customer Service, Sales, Microsoft Excel, Series 65, Account Management, Sales Management, Microsoft Office, FINRA, ETFs, Retirement Planning
Education
University of Arizona 2002 — 2007
Major: Economics, Minor: Business
Financial Engines July 2012 - Present
Merrill Edge September 2010 - March 2012
Charles Schwab January 2008 - September 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Asset Managment, Financial Services, Trading, Financial Analysis, Uniform Combined State..., Customer Service, Sales, Microsoft Excel, Series 65, Account Management, Sales Management, Microsoft Office, FINRA, ETFs, Retirement Planning
Education
University of Arizona 2002 — 2007
Major: Economics, Minor: Business
Buddy Vogler, MBA's Charles Schwab Experience April 1994 - June 1996
Job Sr. Financial Analyst at Arkansas Blue Cross Blue Shield
Industry Insurance
Experience
Arkansas Blue Cross November 2006 - Present
Protech Solutions Inc. March 2000 - November 2006
Bank of America March 1998 - March 2000
Self Employment - Development June 1996 - March 1998
Charles Schwab April 1994 - June 1996
Merrill Lynch, Pierce, Fenner & Smith, Inc. May 1985 - April 1994
Skills
Portfolio Management, Insurance, Investments, Underwriting, PowerPoint, Finance, Analysis, Leadership, Risk Management, Health Insurance, Business Analysis, Process Improvement
Education
Webster University 2001 — 2005
MBA, Business Administration
University of Arkansas at Fayetteville 1983 — 1987
BSBA, Finance and Banking
Subiaco Academy 1979 — 1983
Diploma
Arkansas Blue Cross November 2006 - Present
Protech Solutions Inc. March 2000 - November 2006
Bank of America March 1998 - March 2000
Self Employment - Development June 1996 - March 1998
Charles Schwab April 1994 - June 1996
Merrill Lynch, Pierce, Fenner & Smith, Inc. May 1985 - April 1994
Skills
Portfolio Management, Insurance, Investments, Underwriting, PowerPoint, Finance, Analysis, Leadership, Risk Management, Health Insurance, Business Analysis, Process Improvement
Education
Webster University 2001 — 2005
MBA, Business Administration
University of Arkansas at Fayetteville 1983 — 1987
BSBA, Finance and Banking
Subiaco Academy 1979 — 1983
Diploma
Gary England IDSA CSCS EC's Charles Schwab Experience March 2006 - October 2007
Job Throws Coach at Tulane University
Industry Sports
Experience
Tulane University October 2012 - Present
American Big Guys Throws Team 1990 - Present
England and Associates January 1995 - October 2012
Charles Schwab March 2006 - October 2007
University of Kansas June 1988 - June 1991
Auburn University August 1985 - June 1988
Iron Works Weight Training Center 1979 - 1981
Skills
Sports, Ideation, Research, Public Speaking, Athletics, Coaching, Event Planning, Sports Management, Teaching, Sports Marketing, Fundraising, Strength Training, Social Media, Design
Education
University of Alabama 1973 — 1988
BFA, Art and Design
University of Alabama 1973 — 1988
BFA, Design and Applied Arts
Tulane University October 2012 - Present
American Big Guys Throws Team 1990 - Present
England and Associates January 1995 - October 2012
Charles Schwab March 2006 - October 2007
University of Kansas June 1988 - June 1991
Auburn University August 1985 - June 1988
Iron Works Weight Training Center 1979 - 1981
Skills
Sports, Ideation, Research, Public Speaking, Athletics, Coaching, Event Planning, Sports Management, Teaching, Sports Marketing, Fundraising, Strength Training, Social Media, Design
Education
University of Alabama 1973 — 1988
BFA, Art and Design
University of Alabama 1973 — 1988
BFA, Design and Applied Arts
Chad Birch's Charles Schwab Experience March 2014 - Present
Job Sr. Manager, Acquisition Strategy
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
ATMI 2013 - March 2014
Republic Services Inc 2009 - 2012
Republic Services Inc 2006 - 2009
Avnet 2003 - 2006
Skills
Pricing, Waste Management, Microsoft SQL Server, Essbase, Cognos, Financial Analysis, Data Analysis, Management, Waste to Energy, Solid Waste, Pricing Strategy, Bid Pricing, Pricing Analysis, Forecasting, Recycling, Disposal, Sales, Income Statement, Waste, Variance Analysis
Education
University of Arizona 1999 — 2003
Bachelor of Science (BS)
Charles Schwab March 2014 - Present
ATMI 2013 - March 2014
Republic Services Inc 2009 - 2012
Republic Services Inc 2006 - 2009
Avnet 2003 - 2006
Skills
Pricing, Waste Management, Microsoft SQL Server, Essbase, Cognos, Financial Analysis, Data Analysis, Management, Waste to Energy, Solid Waste, Pricing Strategy, Bid Pricing, Pricing Analysis, Forecasting, Recycling, Disposal, Sales, Income Statement, Waste, Variance Analysis
Education
University of Arizona 1999 — 2003
Bachelor of Science (BS)
Dennis Pompa's Charles Schwab Experience Branch ManagerCharles Schwab2002 - 2006
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Branch ManagerCharles Schwab2002 - 2006
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Education
Webster University 1998 — 2000
Master of Business Administration (MBA)
University of Alabama 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Charles Schwab Branch ManagerCharles Schwab2002 - 2006
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Education
Webster University 1998 — 2000
Master of Business Administration (MBA)
University of Alabama 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Jonathan Zukowski/Faust's Charles Schwab Experience February 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Charles Schwab March 2011 - February 2014
Sentry Insurance March 2009 - October 2012
Country Insurance & Financial Services March 2004 - February 2009
RadioShack July 1996 - July 2003
Skills
Investments, Retirement, Retirement Planning, IRAs, Customer Service, Series 63, Series 7, 401k, Financial Services, Mutual Funds, Team Building, Direct Sales, Strategic Planning
Education
University of Arizona 2000 — 2004
Bachelors, Ag. Economics and Business Finance
Charles Schwab February 2014 - Present
Charles Schwab March 2011 - February 2014
Sentry Insurance March 2009 - October 2012
Country Insurance & Financial Services March 2004 - February 2009
RadioShack July 1996 - July 2003
Skills
Investments, Retirement, Retirement Planning, IRAs, Customer Service, Series 63, Series 7, 401k, Financial Services, Mutual Funds, Team Building, Direct Sales, Strategic Planning
Education
University of Arizona 2000 — 2004
Bachelors, Ag. Economics and Business Finance
Christopher K. Lutzel's Charles Schwab Experience October 2003 - May 2004
Job Financial Advisor at Grand Canyon Planning Associates
Industry Financial Services
Experience
Grand Canyon Planning Associates August 2012 - Present
Rock Bridge Financial, LLC January 2011 - August 2012
Royal Alliance Associates, Inc. February 2009 - December 2010
AIG Financial Advisors October 2004 - November 2008
H & R Block Financial Advisors May 2004 - October 2004
Charles Schwab October 2003 - May 2004
Wells Fargo Investments April 2002 - July 2003
Morgan Stanley May 1999 - April 2002
Merrill Lynch August 1995 - May 1999
Skills
Retirement Planning, Investments, Securities, Financial Services, Financial Planning, Finance
Education
University of Arizona 1984 — 1987
Business Administration
Grand Canyon Planning Associates August 2012 - Present
Rock Bridge Financial, LLC January 2011 - August 2012
Royal Alliance Associates, Inc. February 2009 - December 2010
AIG Financial Advisors October 2004 - November 2008
H & R Block Financial Advisors May 2004 - October 2004
Charles Schwab October 2003 - May 2004
Wells Fargo Investments April 2002 - July 2003
Morgan Stanley May 1999 - April 2002
Merrill Lynch August 1995 - May 1999
Skills
Retirement Planning, Investments, Securities, Financial Services, Financial Planning, Finance
Education
University of Arizona 1984 — 1987
Business Administration
Andrew Puza's Charles Schwab Experience April 2011 - March 2012
Job Healthcare Economics Consultant at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group December 2014 - Present
Optumas April 2012 - December 2014
Charles Schwab April 2011 - March 2012
Vangent, Inc. February 2010 - June 2010
The Salvation Army November 2009 - December 2009
Regal Entertainment Group June 2002 - August 2007
The University of Arizona August 2003 - May 2004
The University of Arizona January 2003 - May 2004
Skills
Leadership, SAS Programming, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Employee Training, Customer Service, Data Entry, Program Management, Budgets, Statistics, Sales, Security, C++, Java, Programming, Critical Thinking, Access
Education
University of Arizona 2001 — 2008
B.S., Mathematics
UnitedHealth Group December 2014 - Present
Optumas April 2012 - December 2014
Charles Schwab April 2011 - March 2012
Vangent, Inc. February 2010 - June 2010
The Salvation Army November 2009 - December 2009
Regal Entertainment Group June 2002 - August 2007
The University of Arizona August 2003 - May 2004
The University of Arizona January 2003 - May 2004
Skills
Leadership, SAS Programming, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Employee Training, Customer Service, Data Entry, Program Management, Budgets, Statistics, Sales, Security, C++, Java, Programming, Critical Thinking, Access
Education
University of Arizona 2001 — 2008
B.S., Mathematics
Ben McMahan's Charles Schwab Experience 1990 - 2005
Job COO, University of Central Florida Foundation
Industry Financial Services
Experience
University of Central Florida Foundation 2010 - Present
University of Central Florida Foundation July 2007 - November 2008
Charles Schwab 1990 - 2005
Skills
Change Management, Risk Assessment, Program Management, Contact Center..., Regulations, Leadership, Strategic Planning, Executive Management, Fundraising, Training, Management, Start-ups, Human Resources, Portfolio Management, Leadership Development, Strategy, Call Centers, CRM, Financial Services, Process Improvement, Sales Management, Finance, Risk Management
Education
University of Alabama 1966 — 1970
BA, Political Science, Anthropology
University of Central Florida Foundation 2010 - Present
University of Central Florida Foundation July 2007 - November 2008
Charles Schwab 1990 - 2005
Skills
Change Management, Risk Assessment, Program Management, Contact Center..., Regulations, Leadership, Strategic Planning, Executive Management, Fundraising, Training, Management, Start-ups, Human Resources, Portfolio Management, Leadership Development, Strategy, Call Centers, CRM, Financial Services, Process Improvement, Sales Management, Finance, Risk Management
Education
University of Alabama 1966 — 1970
BA, Political Science, Anthropology
Scott Given's Charles Schwab Experience December 2014 - Present
Job V.P. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Stifel Financial Corp. July 2012 - December 2014
Charles Schwab January 2011 - July 2012
Charles Schwab January 2010 - December 2010
Wedbush Morgan Securities May 2008 - August 2008
Skills
Series 7, Series 66, Financial Analysis, Fixed Income, Asset Allocation, Retirement, Excel, PowerPoint, Word, Investment Advisory, Retirement Planning, Financial Modeling, Finance, Bloomberg, Equities, Microsoft Excel
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration, Finance
Charles Schwab December 2014 - Present
Stifel Financial Corp. July 2012 - December 2014
Charles Schwab January 2011 - July 2012
Charles Schwab January 2010 - December 2010
Wedbush Morgan Securities May 2008 - August 2008
Skills
Series 7, Series 66, Financial Analysis, Fixed Income, Asset Allocation, Retirement, Excel, PowerPoint, Word, Investment Advisory, Retirement Planning, Financial Modeling, Finance, Bloomberg, Equities, Microsoft Excel
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration, Finance
Donald Shields's Charles Schwab Experience June 2006 - February 2008
Job Insurance Specialist
Industry Financial Services
Experience
Vanguard August 2015 - Present
Edward Jones April 2012 - August 2015
AIG Retirement Services June 2008 - May 2010
Charles Schwab June 2006 - February 2008
Charles Schwab January 2000 - June 2006
Charles Schwab December 1998 - January 2000
Charles Schwab November 1997 - December 1998
Wells Fargo October 1994 - November 1997
ConAgra Foods May 1990 - December 1993
Education
University of Arizona 2010 — 2011
Masters, Environmental Science
University of Arizona 1989 — 1994
Bachelor of Science, Agricultural and Natural Resource Economics
Gilbert High School
Vanguard August 2015 - Present
Edward Jones April 2012 - August 2015
AIG Retirement Services June 2008 - May 2010
Charles Schwab June 2006 - February 2008
Charles Schwab January 2000 - June 2006
Charles Schwab December 1998 - January 2000
Charles Schwab November 1997 - December 1998
Wells Fargo October 1994 - November 1997
ConAgra Foods May 1990 - December 1993
Education
University of Arizona 2010 — 2011
Masters, Environmental Science
University of Arizona 1989 — 1994
Bachelor of Science, Agricultural and Natural Resource Economics
Gilbert High School
Brett Tope's Charles Schwab Experience April 2015 - Present
Job Sr. Project Manager at Charles Schwab
Industry Government Administration
Experience
Charles Schwab April 2015 - Present
MetLife August 2011 - April 2015
IBM July 1999 - July 2011
Skills
PMP, PMO, Project Portfolio..., Project Management, IT Management, Process Improvement, Vendor Management, Resource Management, IT Strategy, SDLC, MS Project, Scrum, Outsourcing, Management, Requirements Analysis, ITIL, Program Management, Project Delivery, Agile Methodologies
Education
University of Arizona
Bachelor of Science, MIS
Charles Schwab April 2015 - Present
MetLife August 2011 - April 2015
IBM July 1999 - July 2011
Skills
PMP, PMO, Project Portfolio..., Project Management, IT Management, Process Improvement, Vendor Management, Resource Management, IT Strategy, SDLC, MS Project, Scrum, Outsourcing, Management, Requirements Analysis, ITIL, Program Management, Project Delivery, Agile Methodologies
Education
University of Arizona
Bachelor of Science, MIS
Zachary Tauber's Charles Schwab Experience May 2010 - August 2012
Job Senior Front End Web Developer at RYOT
Industry Information Technology and Services
Experience
RYOT May 2013 - Present
EDM HUB September 2011 - Present
NCLUSIVE August 2012 - April 2013
Charles Schwab May 2010 - August 2012
Charles Schwab January 2010 - May 2010
National Health Finance, DM, LLC June 2009 - January 2010
Skills
Data Center, Windows Server, Windows, Microsoft Office, Mac OS X, Red Hat Linux, VMware, Cisco IOS, Managed Objects' Formula, IBM Tivoli, Photoshop, Adobe Creative Suite, Visio, MS Project, Project Management, HTML, CSS, Web Hosting, Wordpress, Final Cut Pro, LogMeIn, OS X, WordPress, Social Networking, Facebook, Dreamweaver, Social Media, Leadership, Customer Service, Social Media Marketing, Management
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration (B.S.B.A.), Management Information Systems, Operations Management
RYOT May 2013 - Present
EDM HUB September 2011 - Present
NCLUSIVE August 2012 - April 2013
Charles Schwab May 2010 - August 2012
Charles Schwab January 2010 - May 2010
National Health Finance, DM, LLC June 2009 - January 2010
Skills
Data Center, Windows Server, Windows, Microsoft Office, Mac OS X, Red Hat Linux, VMware, Cisco IOS, Managed Objects' Formula, IBM Tivoli, Photoshop, Adobe Creative Suite, Visio, MS Project, Project Management, HTML, CSS, Web Hosting, Wordpress, Final Cut Pro, LogMeIn, OS X, WordPress, Social Networking, Facebook, Dreamweaver, Social Media, Leadership, Customer Service, Social Media Marketing, Management
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration (B.S.B.A.), Management Information Systems, Operations Management
Jot Powers's Charles Schwab Experience 2002 - 2006
Job Development Manager at PayPal
Industry Internet
Experience
PayPal September 2014 - Present
PayPal September 2012 - Present
PayPal June 2012 - September 2012
PayPal April 2010 - September 2012
PayPal 2006 - April 2010
Charles Schwab 2002 - 2006
Resonate 1999 - 2002
Auspex Systems 1997 - 1999
Medtronic 1993 - 1997
Skills
System Administration, Perl, Unix, Linux, Strategy, Apache, Shell Scripting, Solaris, Infrastructure, Unix Shell Scripting, High Availability, TCP/IP, Distributed Systems, Red Hat Linux, Data Center, Cloud Computing, Agile Methodologies, Leadership, Management
Education
University of Arizona 1989 — 1993
Bachelor of Science, Computer Engineering
PayPal September 2014 - Present
PayPal September 2012 - Present
PayPal June 2012 - September 2012
PayPal April 2010 - September 2012
PayPal 2006 - April 2010
Charles Schwab 2002 - 2006
Resonate 1999 - 2002
Auspex Systems 1997 - 1999
Medtronic 1993 - 1997
Skills
System Administration, Perl, Unix, Linux, Strategy, Apache, Shell Scripting, Solaris, Infrastructure, Unix Shell Scripting, High Availability, TCP/IP, Distributed Systems, Red Hat Linux, Data Center, Cloud Computing, Agile Methodologies, Leadership, Management
Education
University of Arizona 1989 — 1993
Bachelor of Science, Computer Engineering
Kristofer Yrrizarry's Charles Schwab Experience August 2015 - Present
Job Director, Retail Investment Advisor Risk at Charles Schwab
Industry Banking
Experience
Charles Schwab August 2015 - Present
Wells Fargo June 2014 - August 2015
BNY Mellon February 2005 - May 2014
BNY Mellon Transition Management Advisors, LLC June 2013 - March 2014
AIG Advisor Group March 2003 - January 2005
Charles Schwab September 1997 - February 2003
Skills
Series 7, Operational Risk, Equities, FINRA, Risk Management, Series 24, Banking, Regulatory Guidelines, Internal Controls, Compliance Testing, Compliance Program..., Internal Audit, Risk Assessment, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Mutual Funds
Education
University of Arizona 1992 — 1997
B.S., Regional Development
Charles Schwab August 2015 - Present
Wells Fargo June 2014 - August 2015
BNY Mellon February 2005 - May 2014
BNY Mellon Transition Management Advisors, LLC June 2013 - March 2014
AIG Advisor Group March 2003 - January 2005
Charles Schwab September 1997 - February 2003
Skills
Series 7, Operational Risk, Equities, FINRA, Risk Management, Series 24, Banking, Regulatory Guidelines, Internal Controls, Compliance Testing, Compliance Program..., Internal Audit, Risk Assessment, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Mutual Funds
Education
University of Arizona 1992 — 1997
B.S., Regional Development
Andrew Motter's Charles Schwab Experience January 2012 - June 2012
Job Founder @lawnly
Industry Consumer Services
Experience
RevUnit August 2015 - Present
Lawnly January 2015 - September 2015
Core Brewing and Distilling July 2014 - October 2014
Movista, LLC October 2012 - November 2013
EquityNet, LLC July 2012 - September 2012
Charles Schwab January 2012 - June 2012
Merrill Lynch July 2010 - November 2011
Skills
Entrepreneurship, Start-ups, Investments, Sales, Account Management, Marketing, Strategic Planning, Private Equity, Strategy, Business Development, Capital Markets, Salesforce.com, Microsoft Office, Customer Service, Business Planning, Ice Hockey, Customer Development
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Financial Management and Investments
RevUnit August 2015 - Present
Lawnly January 2015 - September 2015
Core Brewing and Distilling July 2014 - October 2014
Movista, LLC October 2012 - November 2013
EquityNet, LLC July 2012 - September 2012
Charles Schwab January 2012 - June 2012
Merrill Lynch July 2010 - November 2011
Skills
Entrepreneurship, Start-ups, Investments, Sales, Account Management, Marketing, Strategic Planning, Private Equity, Strategy, Business Development, Capital Markets, Salesforce.com, Microsoft Office, Customer Service, Business Planning, Ice Hockey, Customer Development
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Financial Management and Investments
Noah Hackl's Charles Schwab Experience August 2000 - November 2004
Job Network Architect at Banfield Pet Hospital
Industry Veterinary
Experience
Banfield Pet Hospital March 2014 - Present
Banfield, The Pet Hospital August 2007 - March 2014
Banfield Pet Hospital May 2005 - August 2007
Charles Schwab August 2000 - November 2004
Apollo Group October 1996 - August 2000
Skills
Security, Solaris, Switches, Firewalls, Perl, Windows, Architecture, Enterprise Architecture, Cisco Technologies, Network Security, Linux, IT Management, DNS, Network Administration, Technical Leadership, Protocol, Databases, Active Directory, Troubleshooting, Disaster Recovery
Education
University of Arizona 1993 — 1994
None, Computer Science
Banfield Pet Hospital March 2014 - Present
Banfield, The Pet Hospital August 2007 - March 2014
Banfield Pet Hospital May 2005 - August 2007
Charles Schwab August 2000 - November 2004
Apollo Group October 1996 - August 2000
Skills
Security, Solaris, Switches, Firewalls, Perl, Windows, Architecture, Enterprise Architecture, Cisco Technologies, Network Security, Linux, IT Management, DNS, Network Administration, Technical Leadership, Protocol, Databases, Active Directory, Troubleshooting, Disaster Recovery
Education
University of Arizona 1993 — 1994
None, Computer Science
Elsa Estrada's Charles Schwab Experience October 2008 - September 2010
Job Special Services Senior Manager
Industry Health, Wellness and Fitness
Experience
Isagenix April 2015 - Present
Isagenix April 2013 - April 2015
Isagenix September 2010 - April 2013
Charles Schwab October 2008 - September 2010
Vanguard May 2004 - October 2008
BankFirst November 1998 - April 2004
Skills
Leadership, Customer Service, Team Building, Process Improvement, Strategic Planning, Sales, Coaching, Team Leadership, Series 7, Investments
Education
University of Arizona 1995 — 1996
BA, Political Science
Isagenix April 2015 - Present
Isagenix April 2013 - April 2015
Isagenix September 2010 - April 2013
Charles Schwab October 2008 - September 2010
Vanguard May 2004 - October 2008
BankFirst November 1998 - April 2004
Skills
Leadership, Customer Service, Team Building, Process Improvement, Strategic Planning, Sales, Coaching, Team Leadership, Series 7, Investments
Education
University of Arizona 1995 — 1996
BA, Political Science
Adam Swanson's Charles Schwab Experience June 2011 - September 2011
Job Territory Manager at Bard Biosurgery
Industry Medical Devices
Experience
Neomend August 2011 - May 2014
Bard Biosurgery August 2011 - May 2014
Neomend August 2011 - March 2012
Charles Schwab June 2011 - September 2011
UBS Wealth Management May 2010 - September 2010
Is Art May 2008 - August 2008
Skills
Sales, Medical Devices, Marketing, Market Research, Microsoft Excel, Cold Calling, Forecasting, Sales Presentations, Microsoft Office, Healthcare, Strategic Planning, Sales Management, Training, Surgeons, Sales Operations, Account Management, Capital Equipment, Operating Room
Education
Eller College of Management 2008 — 2010
Bachelor of Science, Business Administration; Finance
University of Arizona 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
Neomend August 2011 - May 2014
Bard Biosurgery August 2011 - May 2014
Neomend August 2011 - March 2012
Charles Schwab June 2011 - September 2011
UBS Wealth Management May 2010 - September 2010
Is Art May 2008 - August 2008
Skills
Sales, Medical Devices, Marketing, Market Research, Microsoft Excel, Cold Calling, Forecasting, Sales Presentations, Microsoft Office, Healthcare, Strategic Planning, Sales Management, Training, Surgeons, Sales Operations, Account Management, Capital Equipment, Operating Room
Education
Eller College of Management 2008 — 2010
Bachelor of Science, Business Administration; Finance
University of Arizona 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
Mitchell Apalategui's Charles Schwab Experience October 2011 - April 2013
Job General Manager at Sharp Air Conditioning & Heating LLC
Industry Financial Services
Experience
Sharp Air Conditioning & Heating LLC April 2013 - Present
Charles Schwab October 2011 - April 2013
Grand Canyon University November 2010 - September 2011
Verizon Wireless September 2009 - November 2010
Arizona Diamondbacks January 2009 - September 2009
Tucson Sidewinders October 2007 - November 2008
Tucson Sidewinders January 2007 - November 2008
Skills
Customer Service, Sales, Financial Analysis, Lead Generation, Sales Management, Purchasing, Management, Public Relations, Selling, Social Media
Education
University of Arizona 2003 — 2008
Bachelor of Science, Marketing
University of Arizona 2003 — 2008
Bachelor of Science, Business Administration; Marketing
Sharp Air Conditioning & Heating LLC April 2013 - Present
Charles Schwab October 2011 - April 2013
Grand Canyon University November 2010 - September 2011
Verizon Wireless September 2009 - November 2010
Arizona Diamondbacks January 2009 - September 2009
Tucson Sidewinders October 2007 - November 2008
Tucson Sidewinders January 2007 - November 2008
Skills
Customer Service, Sales, Financial Analysis, Lead Generation, Sales Management, Purchasing, Management, Public Relations, Selling, Social Media
Education
University of Arizona 2003 — 2008
Bachelor of Science, Marketing
University of Arizona 2003 — 2008
Bachelor of Science, Business Administration; Marketing
Alison Uchrin's Charles Schwab Experience July 1999 - June 2012
Job Analyst at Advisor Growth Strategies LLC
Industry Financial Services
Experience
Advisor Growth Strategies LLC March 2014 - Present
Charles Schwab July 1999 - June 2012
Education
University of Arizona 1995 — 1999
Business Administration, Marketing
Advisor Growth Strategies LLC March 2014 - Present
Charles Schwab July 1999 - June 2012
Education
University of Arizona 1995 — 1999
Business Administration, Marketing
Carol Millard's Charles Schwab Experience August 1984 - February 1999
Job Accounts Payable at WayPoint Systems, Inc.
Industry Accounting
Experience
WayPoint Systems, Inc. September 2007 - Present
Charles Schwab August 1984 - February 1999
Merrill Lynch January 1983 - October 1984
Skills
Leadership, Office Administration, Accounts Payable, Invoicing, Microsoft Excel, Microsoft Office, Accounts Receivable, ComputerEase, Marketing, Customer Service
Education
University of Alabama 1978 — 1982
B.S., Business- Marketing
School of Liberal Arts 1974 — 1978
High School
WayPoint Systems, Inc. September 2007 - Present
Charles Schwab August 1984 - February 1999
Merrill Lynch January 1983 - October 1984
Skills
Leadership, Office Administration, Accounts Payable, Invoicing, Microsoft Excel, Microsoft Office, Accounts Receivable, ComputerEase, Marketing, Customer Service
Education
University of Alabama 1978 — 1982
B.S., Business- Marketing
School of Liberal Arts 1974 — 1978
High School
Ben Dunakey's Charles Schwab Experience September 2007 - February 2008
Job CSR at Progressive Insurance
Industry Information Technology and Services
Experience
Progressive Insurance August 2013 - Present
SAIC December 2009 - Present
24/7 Above and Beyond March 2006 - August 2009
Charles Schwab September 2007 - February 2008
Davis Selected Advisers February 2005 - January 2006
Skills
Analysis, Risk Management, Customer Service, Microsoft Office, Customer Relations, Strategic Planning, Finance
Education
University of Arizona 1997 — 2003
Bachelor of Arts (B.A.)
Progressive Insurance August 2013 - Present
SAIC December 2009 - Present
24/7 Above and Beyond March 2006 - August 2009
Charles Schwab September 2007 - February 2008
Davis Selected Advisers February 2005 - January 2006
Skills
Analysis, Risk Management, Customer Service, Microsoft Office, Customer Relations, Strategic Planning, Finance
Education
University of Arizona 1997 — 2003
Bachelor of Arts (B.A.)
Sharon Aros's Charles Schwab Experience ManagerCharles Schwab & CoSeptember 1993 - April 2015
Job CFO of GENESIS LUXURY GROUP
Industry Design
Experience
Charles Schwab ManagerCharles Schwab & CoSeptember 1993 - April 2015
Skills
Management, Customer Service, Microsoft Office, Business Analysis, Risk Management
Education
College of Financial Planning 1980 — 1982
Certified Financial Planner, Finance, General
University of Arizona 1964 — 1969
Business Administration and Management, General
University of Phoenix
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Charles Schwab ManagerCharles Schwab & CoSeptember 1993 - April 2015
Skills
Management, Customer Service, Microsoft Office, Business Analysis, Risk Management
Education
College of Financial Planning 1980 — 1982
Certified Financial Planner, Finance, General
University of Arizona 1964 — 1969
Business Administration and Management, General
University of Phoenix
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Judd Wagner CERTIFIED FINANCIAL PLANNER's Charles Schwab Experience January 2002 - January 2011
Job Portfolio Consultant at Schwab Private Client Investment Advisory Inc.
Industry Financial Services
Experience
Schwab Private Client Investment Advisory Inc. January 2011 - Present
Charles Schwab January 2002 - January 2011
Skills
Financial Planning, Asset Management, Wealth Management, Investments, Risk Management, Financial Services
Education
University of Arizona 1990 — 1995
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Schwab Private Client Investment Advisory Inc. January 2011 - Present
Charles Schwab January 2002 - January 2011
Skills
Financial Planning, Asset Management, Wealth Management, Investments, Risk Management, Financial Services
Education
University of Arizona 1990 — 1995
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Stephanie O'Leary's Charles Schwab Experience July 2012 - August 2014
Job Advertising Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group September 2014 - Present
Charles Schwab July 2012 - August 2014
Charles Schwab August 2009 - July 2012
Universal American Mortgage Company (UAMC) 2001 - 2008
Skills
Corporate Finance, Contract Management, Reporting & Analysis, Multi Tasking, Escalation Resolution, Internal Communications, Series 7, Series 63, Vendor Management, Client Services, Regulatory Compliance, Training & Development, Auditing, Process Improvement, Policies & Procedures, Problem Solving, Underwriting, Relationship Building, Coaching, Mentoring, Ariba, PeopleSoft, Microsoft Office, Financial Services
Education
University of Arizona 1995 — 1999
Finance, General
AIG Advisor Group September 2014 - Present
Charles Schwab July 2012 - August 2014
Charles Schwab August 2009 - July 2012
Universal American Mortgage Company (UAMC) 2001 - 2008
Skills
Corporate Finance, Contract Management, Reporting & Analysis, Multi Tasking, Escalation Resolution, Internal Communications, Series 7, Series 63, Vendor Management, Client Services, Regulatory Compliance, Training & Development, Auditing, Process Improvement, Policies & Procedures, Problem Solving, Underwriting, Relationship Building, Coaching, Mentoring, Ariba, PeopleSoft, Microsoft Office, Financial Services
Education
University of Arizona 1995 — 1999
Finance, General
Debra Harkins's Charles Schwab Experience March 1993 - December 2002
Job Senior Amerivest Operations Support at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2007 - Present
Charles Schwab March 1993 - December 2002
Education
University of Arizona 1981 — 1985
Bachelor's degree Marketing major
TD Ameritrade October 2007 - Present
Charles Schwab March 1993 - December 2002
Education
University of Arizona 1981 — 1985
Bachelor's degree Marketing major
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank