Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Eric Toya, CFP® Eric Toya, CFP®'s Charles Schwab Experience 2000 - 2002
Job
Industry Financial Services
Experience
Navigoe, LLC 2013 - Present
Trovena, LLC 2008 - 2013
Leonard Wealth Management 2007 - 2008
Churchill Management Group January 2002 - July 2007
Charles Schwab 2000 - 2002
Skills
Wealth, Estate Planning, Asset Management, Retirement, Portfolio Management, Wealth Management..., Financial Planners, 401k, High Net Worth..., Equities, Fixed Income, Securities, Wealth Management
Education
University of Southern California 1992 — 1996
BS
Navigoe, LLC 2013 - Present
Trovena, LLC 2008 - 2013
Leonard Wealth Management 2007 - 2008
Churchill Management Group January 2002 - July 2007
Charles Schwab 2000 - 2002
Skills
Wealth, Estate Planning, Asset Management, Retirement, Portfolio Management, Wealth Management..., Financial Planners, 401k, High Net Worth..., Equities, Fixed Income, Securities, Wealth Management
Education
University of Southern California 1992 — 1996
BS
Warren Woo Warren Woo's Charles Schwab Experience March 1987 - February 2002
Job CSO
Industry Marketing and Advertising
Experience
Rose Rewards Managing PrincipalSelf-employedOctober 2002 - Present
Charles Schwab March 1987 - February 2002
NASD February 1980 - December 1982
Education
University of Southern California 1975 — 1980
Bachelor's Degree, Finance, Real Estate
Rose Rewards Managing PrincipalSelf-employedOctober 2002 - Present
Charles Schwab March 1987 - February 2002
NASD February 1980 - December 1982
Education
University of Southern California 1975 — 1980
Bachelor's Degree, Finance, Real Estate
Donna Conne Donna Conne's Charles Schwab Experience December 1998 - August 2008
Job Notary Public+Background Screened Signing Agent+Trusted at 20\7 Mobile Notary Services
Industry Legal Services
Experience
20\7 Mobile Notary Services December 2008 - Present
Charles Schwab & Co., Inc. 2003 - August 2008
Charles Schwab December 1998 - August 2008
Skills
Auditing, Research, Cloud Computing, Signing Agent, Notary Public, Real Estate, Securities, Legal Research, Outlook, Customer Service, Financial Services, Estate Planning, Real Estate Transactions, Mortgage Lending, Mortgage Banking, Sellers, Small Business, Investment Properties, Residential Homes, Short Sales, Foreclosures
Education
USC 1955 — 1957
BA, Economics, Competitive Forensics
Los Angeles City College, University of Redlands 1952 — 1954
20\7 Mobile Notary Services December 2008 - Present
Charles Schwab & Co., Inc. 2003 - August 2008
Charles Schwab December 1998 - August 2008
Skills
Auditing, Research, Cloud Computing, Signing Agent, Notary Public, Real Estate, Securities, Legal Research, Outlook, Customer Service, Financial Services, Estate Planning, Real Estate Transactions, Mortgage Lending, Mortgage Banking, Sellers, Small Business, Investment Properties, Residential Homes, Short Sales, Foreclosures
Education
USC 1955 — 1957
BA, Economics, Competitive Forensics
Los Angeles City College, University of Redlands 1952 — 1954
Roger Estrada Roger Estrada's Charles Schwab Experience 2000 - 2007
Job Director Endowments and Foundations TIAA CREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF 2007 - Present
Charles Schwab 2000 - 2007
American Express 1998 - 1999
Skills
Portfolio Management, Public Speaking, Securities, Series 65, Retirement Planning, Mutual Funds, Retirement, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Advisory, Asset Management, Series 7, Series 63, Investments, Strategic Financial..., Customer Service, Strategic Planning
Education
University of South Florida - College of Business Administration 1995 — 1998
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Jesuit High School 1987 — 1991
TIAA-CREF October 2013 - Present
TIAA-CREF 2007 - Present
Charles Schwab 2000 - 2007
American Express 1998 - 1999
Skills
Portfolio Management, Public Speaking, Securities, Series 65, Retirement Planning, Mutual Funds, Retirement, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Advisory, Asset Management, Series 7, Series 63, Investments, Strategic Financial..., Customer Service, Strategic Planning
Education
University of South Florida - College of Business Administration 1995 — 1998
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Jesuit High School 1987 — 1991
Pete Langer Pete Langer's Charles Schwab Experience October 2006 - June 2007
Job Retired
Industry Information Technology and Services
Experience
Retired June 2007 - Present
Charles Schwab October 2006 - June 2007
VF Corporation October 2005 - May 2006
VF Corporation December 1991 - April 2005
Information Technology Associates October 1987 - December 1991
GTE Data Services July 1978 - October 1987
Education
University of South Florida 1974 — 1978
Bachelor's Degree, Industrial Engineering
Retired June 2007 - Present
Charles Schwab October 2006 - June 2007
VF Corporation October 2005 - May 2006
VF Corporation December 1991 - April 2005
Information Technology Associates October 1987 - December 1991
GTE Data Services July 1978 - October 1987
Education
University of South Florida 1974 — 1978
Bachelor's Degree, Industrial Engineering
Stephanie Tomasco Stephanie Tomasco's Charles Schwab Experience January 2005 - November 2008
Job Founder at Be Real Foods
Industry Food & Beverages
Experience
Be Real Foods October 2013 - Present
Charles Schwab January 2005 - November 2008
Wine Country Cuisine 2001 - 2004
NBCUniversal, Inc. 1998 - 2000
Skills
Strategic Planning, Business Strategy, New Business Development, Event Management, Program Management, Marketing, Customer Service, Product Development, Strategy, Entrepreneurship, Sales, Strategic Partnerships, Start-ups
Education
University of Southern California 1991 — 1995
Bachelor of Science, Economics
Be Real Foods October 2013 - Present
Charles Schwab January 2005 - November 2008
Wine Country Cuisine 2001 - 2004
NBCUniversal, Inc. 1998 - 2000
Skills
Strategic Planning, Business Strategy, New Business Development, Event Management, Program Management, Marketing, Customer Service, Product Development, Strategy, Entrepreneurship, Sales, Strategic Partnerships, Start-ups
Education
University of Southern California 1991 — 1995
Bachelor of Science, Economics
Thania McCulloch Thania McCulloch's Charles Schwab Experience July 2006 - July 2007
Job Marketing Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo September 2010 - Present
QSecure July 2007 - November 2008
Charles Schwab July 2006 - July 2007
Franklin Templeton Investments September 2005 - July 2007
Providian Financial June 2004 - September 2005
PeopleSoft November 2001 - June 2004
Charles Schwab February 2000 - November 2001
Visa January 1998 - February 2000
Bank of America June 1996 - January 1998
EvansGroup Advertising Agency June 1995 - June 1996
Skills
Lead Generation, Online Advertising, Email Marketing, Advertising, SEO, Event Management, E-commerce, Direct Marketing, Market Research, Marketing Strategy, Integrated Marketing, Marketing Communications, Brand Management, Product Marketing, Business Development, Product Management, Social Media Marketing, Digital Marketing, Product Development, Marketing
Education
University of Southern California
BA
Wells Fargo September 2010 - Present
QSecure July 2007 - November 2008
Charles Schwab July 2006 - July 2007
Franklin Templeton Investments September 2005 - July 2007
Providian Financial June 2004 - September 2005
PeopleSoft November 2001 - June 2004
Charles Schwab February 2000 - November 2001
Visa January 1998 - February 2000
Bank of America June 1996 - January 1998
EvansGroup Advertising Agency June 1995 - June 1996
Skills
Lead Generation, Online Advertising, Email Marketing, Advertising, SEO, Event Management, E-commerce, Direct Marketing, Market Research, Marketing Strategy, Integrated Marketing, Marketing Communications, Brand Management, Product Marketing, Business Development, Product Management, Social Media Marketing, Digital Marketing, Product Development, Marketing
Education
University of Southern California
BA
Krista Dieckamp Krista Dieckamp's Charles Schwab Experience 1999 - 2002
Job at Pegasus Therapeutic Riding
Industry Capital Markets
Experience
Pegasus Therapeutic Riding January 2011 - Present
UBS Investment Bank June 1999 - September 2010
Schwab Soundview Capital Markets 2002 - 2004
Charles Schwab 1999 - 2002
American Funds Distributors 1997 - 1999
Continental Bank April 1990 - September 1994
Prudential-Bache Securities 1989 - 1990
Education
University of Southern California 1987 — 1989
BS, Financial Management
Pegasus Therapeutic Riding January 2011 - Present
UBS Investment Bank June 1999 - September 2010
Schwab Soundview Capital Markets 2002 - 2004
Charles Schwab 1999 - 2002
American Funds Distributors 1997 - 1999
Continental Bank April 1990 - September 1994
Prudential-Bache Securities 1989 - 1990
Education
University of Southern California 1987 — 1989
BS, Financial Management
Sean Sandag Sean Sandag's Charles Schwab Experience October 2009 - Present
Job School Counselor at WinstonSalem Forsyth County Schools
Industry Primary/Secondary Education
Experience
Winston-Salem Forsyth County Schools August 2014 - Present
Charles Schwab October 2009 - Present
United Cerebral Palsy of Tampa Bay January 2009 - March 2009
Museum of Science and Industry August 2008 - December 2008
Benedict Haven August 2008 - December 2008
Terrace Sports August 2004 - December 2005
Skills
Research, Social Media Marketing, Press Releases, Public Relations, Newsletters, Strategic Communications, Social Media, CRM, Management, Customer Service
Education
Wake Forest University 2012 — 2014
Master of Arts in Counseling, Counseling, First Year
University of South Florida 2004 — 2008
B.A., Mass Communications with a concentration in public relations
C. Leon King High School 2000 — 2004
High School
Winston-Salem Forsyth County Schools August 2014 - Present
Charles Schwab October 2009 - Present
United Cerebral Palsy of Tampa Bay January 2009 - March 2009
Museum of Science and Industry August 2008 - December 2008
Benedict Haven August 2008 - December 2008
Terrace Sports August 2004 - December 2005
Skills
Research, Social Media Marketing, Press Releases, Public Relations, Newsletters, Strategic Communications, Social Media, CRM, Management, Customer Service
Education
Wake Forest University 2012 — 2014
Master of Arts in Counseling, Counseling, First Year
University of South Florida 2004 — 2008
B.A., Mass Communications with a concentration in public relations
C. Leon King High School 2000 — 2004
High School
Phoenicia Fitts's Charles Schwab Experience 2008 - Present
Job Sr Finance Manager Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab 2008 - Present
Babcock & Brown 2006 - 2008
PayPal December 2004 - April 2006
Deloitte 2002 - 2004
Deloitte 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Data Analysis, Investment Advisory, Revenue Modeling, Break-even Analysis, Valuation, Strategic Financial..., Corporate Finance, Private Equity, Forecasting, Investment Management, Underwriting, Executive Management, Analysis, Asset Managment, Investments, Asset Management, Portfolio Management, Mergers, Real Estate Development, Finance, Securities, Alternative Investments, Due Diligence, Wealth Management, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
Stanford Strategic Decision and Risk Management Class: Introduction to Decision Quality 2015 — 2015
UC Berkeley Extension Class Power and Influence: Women and Leadership 2015 — 2015
University of Southern California
Charles Schwab 2008 - Present
Babcock & Brown 2006 - 2008
PayPal December 2004 - April 2006
Deloitte 2002 - 2004
Deloitte 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Data Analysis, Investment Advisory, Revenue Modeling, Break-even Analysis, Valuation, Strategic Financial..., Corporate Finance, Private Equity, Forecasting, Investment Management, Underwriting, Executive Management, Analysis, Asset Managment, Investments, Asset Management, Portfolio Management, Mergers, Real Estate Development, Finance, Securities, Alternative Investments, Due Diligence, Wealth Management, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
Stanford Strategic Decision and Risk Management Class: Introduction to Decision Quality 2015 — 2015
UC Berkeley Extension Class Power and Influence: Women and Leadership 2015 — 2015
University of Southern California
Richard Levitt's Charles Schwab Experience 2004 - 2005
Job Associate Creative Director at Razorfish
Industry Marketing and Advertising
Experience
Razorfish October 2015 - Present
Richard Levitt Creative August 1986 - Present
Razorfish April 2015 - October 2015
Crushpath (contracted through The Creative Group) November 2014 - April 2015
Oracle April 2013 - June 2014
Oracle April 2009 - April 2013
Oracle November 2007 - April 2009
Charles Schwab 2004 - 2005
KPFA 94.1 FM 2000 - 2005
Frankel September 2002 - July 2003
Skills
Integrated Marketing, Creative Direction, Copywriting, Advertising, Marketing Communications, Brand Development, Strategy, Editing, Content Strategy, New Media, Digital Marketing, Creative Strategy, Social Media Marketing, Marketing, Corporate Branding, Interactive Marketing, Online Advertising, Leadership, CRM, Copy Editing, Radio, Email Marketing, Direct Mail, Social Media, Digital Strategy, Editorial, Online Marketing, Content Development, Brand Management, Concept Development, Strategic Communications, Incentives, Internal Communications, New Business Development, Creative Writing, Digital Media, Multimedia, Content Management, Promotions, Strategy Development, Creative Development, Corporate Communications, Direct Marketing, Interactive Advertising, Writing, SaaS, PaaS, Cloud Computing IaaS, Cloud Applications, Database Marketing
Education
University of Southern California 1978 — 1982
BA, Journalism, Marketing, Media Communications
Razorfish October 2015 - Present
Richard Levitt Creative August 1986 - Present
Razorfish April 2015 - October 2015
Crushpath (contracted through The Creative Group) November 2014 - April 2015
Oracle April 2013 - June 2014
Oracle April 2009 - April 2013
Oracle November 2007 - April 2009
Charles Schwab 2004 - 2005
KPFA 94.1 FM 2000 - 2005
Frankel September 2002 - July 2003
Skills
Integrated Marketing, Creative Direction, Copywriting, Advertising, Marketing Communications, Brand Development, Strategy, Editing, Content Strategy, New Media, Digital Marketing, Creative Strategy, Social Media Marketing, Marketing, Corporate Branding, Interactive Marketing, Online Advertising, Leadership, CRM, Copy Editing, Radio, Email Marketing, Direct Mail, Social Media, Digital Strategy, Editorial, Online Marketing, Content Development, Brand Management, Concept Development, Strategic Communications, Incentives, Internal Communications, New Business Development, Creative Writing, Digital Media, Multimedia, Content Management, Promotions, Strategy Development, Creative Development, Corporate Communications, Direct Marketing, Interactive Advertising, Writing, SaaS, PaaS, Cloud Computing IaaS, Cloud Applications, Database Marketing
Education
University of Southern California 1978 — 1982
BA, Journalism, Marketing, Media Communications
Sue Cheung, CFP®, CTFA, MBA, CRPC®, AAMS Sue Cheung, CFP®, CTFA, MBA, CRPC®, AAMS's Charles Schwab Experience September 2015 - Present
Job VP, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
USAA November 2009 - July 2015
Morgan Stanley Smith Barney Financial Inc. September 2008 - September 2009
Ameriprise Financial Services, Inc. November 2004 - July 2008
US Active Army/ Florida National Guard May 1998 - June 2005
Education
University of South Florida - College of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Business Administration, Marketing and Management Information System, 3.5
Charles Schwab September 2015 - Present
USAA November 2009 - July 2015
Morgan Stanley Smith Barney Financial Inc. September 2008 - September 2009
Ameriprise Financial Services, Inc. November 2004 - July 2008
US Active Army/ Florida National Guard May 1998 - June 2005
Education
University of South Florida - College of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Business Administration, Marketing and Management Information System, 3.5
Robert Hammack's Charles Schwab Experience February 2014 - Present
Job Financial Consultant
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Charles Schwab January 2013 - February 2014
Charles Schwab April 2010 - January 2013
Charles Schwab January 2008 - April 2010
Mervyns May 2007 - December 2007
Untied States Army May 1998 - May 2004
Education
University of Southern California 2004 — 2007
B.A., International Relations with a focus in Global Business
Charles Schwab February 2014 - Present
Charles Schwab January 2013 - February 2014
Charles Schwab April 2010 - January 2013
Charles Schwab January 2008 - April 2010
Mervyns May 2007 - December 2007
Untied States Army May 1998 - May 2004
Education
University of Southern California 2004 — 2007
B.A., International Relations with a focus in Global Business
Karin Riley's Charles Schwab Experience January 1990 - September 2002
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker March 2005 - Present
Charles Schwab January 1990 - September 2002
Skills
Sellers, Buyer Representation, Short Sales, Listings, First Time Home Buyers, Relocation, Single Family Homes, New Home Sales, Condos, Foreclosures, REO, Referrals, Townhomes, Investment Properties, Investors, Real Estate, ABR, Move Up Buyers, SFR, Buyers, Selling, Property, e-PRO, Relocation Buyers
Education
University of Southern California 1985 — 1989
Bachelor of Arts (BA), English/Communications
University of Southern California 1985 — 1989
Bachelor's Degree, English Language and Literature, General, Communications
University of Southern California 1985 — 1989
Bachelor's Degree, English and Communications
Coldwell Banker March 2005 - Present
Charles Schwab January 1990 - September 2002
Skills
Sellers, Buyer Representation, Short Sales, Listings, First Time Home Buyers, Relocation, Single Family Homes, New Home Sales, Condos, Foreclosures, REO, Referrals, Townhomes, Investment Properties, Investors, Real Estate, ABR, Move Up Buyers, SFR, Buyers, Selling, Property, e-PRO, Relocation Buyers
Education
University of Southern California 1985 — 1989
Bachelor of Arts (BA), English/Communications
University of Southern California 1985 — 1989
Bachelor's Degree, English Language and Literature, General, Communications
University of Southern California 1985 — 1989
Bachelor's Degree, English and Communications
Sandra Perkin's Charles Schwab Experience
Job Associate Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Asset Allocation, Series 7, Series 63, Investment Advisory, Investments, Retirement Planning, Financial Services, Investment Strategies, Retirement, Mutual Funds
Education
University of Southern California 1986 — 1990
BA, International Relations, Philosophy
Charles Schwab
Skills
Asset Allocation, Series 7, Series 63, Investment Advisory, Investments, Retirement Planning, Financial Services, Investment Strategies, Retirement, Mutual Funds
Education
University of Southern California 1986 — 1990
BA, International Relations, Philosophy
Kim Janson-Smith's Charles Schwab Experience March 1998 - September 2000
Job Project Manager and Producer
Industry Media Production
Experience
Fairfax January 2000 - Present
Charles Schwab March 1998 - September 2000
Saban Capital Group 1991 - 1996
William Morris Agency January 1988 - December 1989
Education
University of Southern California 1983 — 1987
BA, Communications
Fairfax January 2000 - Present
Charles Schwab March 1998 - September 2000
Saban Capital Group 1991 - 1996
William Morris Agency January 1988 - December 1989
Education
University of Southern California 1983 — 1987
BA, Communications
Jeffrey Paulson's Charles Schwab Experience February 1987 - November 2005
Job Senior Sales/Operations Executive
Industry Financial Services
Experience
Technology Credit Union May 2007 - March 2008
Charles Schwab February 1987 - November 2005
Skills
Strategy, Management, Finance, Training, Risk Management, Asset Management, Business Strategy, Loans, Marketing, Performance Management, Sales, Strategic Planning
Education
University of Southern California
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Technology Credit Union May 2007 - March 2008
Charles Schwab February 1987 - November 2005
Skills
Strategy, Management, Finance, Training, Risk Management, Asset Management, Business Strategy, Loans, Marketing, Performance Management, Sales, Strategic Planning
Education
University of Southern California
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Maryam Aghaian's Charles Schwab Experience February 2000 - August 2001
Job Assistant Relationship Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2005 - March 2011
CitiPrime Inc. July 2004 - June 2005
The Walt Disney Company October 2003 - July 2004
Charles Schwab February 2000 - August 2001
T Rowe Price 1996 - 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Portfolio Management, Credit Analysis, Underwriting, Small Business Lending, Loan Origination, Relationship Management, Lines Of Credit, Mortgage Lending, Credit Risk, Commercial Mortgages, Retirement Planning, Investments
Education
University of Southern California 2001 — 2003
Master of Business Administration (MBA), Finance & Marketing
University of Southern California 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of the West June 2005 - March 2011
CitiPrime Inc. July 2004 - June 2005
The Walt Disney Company October 2003 - July 2004
Charles Schwab February 2000 - August 2001
T Rowe Price 1996 - 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Portfolio Management, Credit Analysis, Underwriting, Small Business Lending, Loan Origination, Relationship Management, Lines Of Credit, Mortgage Lending, Credit Risk, Commercial Mortgages, Retirement Planning, Investments
Education
University of Southern California 2001 — 2003
Master of Business Administration (MBA), Finance & Marketing
University of Southern California 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Kevin Jaksch's Charles Schwab Experience January 1993 - January 2014
Job Regional Director at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2014 - Present
Charles Schwab January 1993 - January 2014
Skills
Wealth Management, Series 7, Series 63, Investments, FINRA, Mutual Funds, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Financial Services, Asset Management, Strategic Financial..., Equities, Retirement Planning, Alternative Investments, Investment Management
Education
University of Southern California 1989 — 1992
BS
University of Southern California 1989 — 1992
Edelman Financial Services January 2014 - Present
Charles Schwab January 1993 - January 2014
Skills
Wealth Management, Series 7, Series 63, Investments, FINRA, Mutual Funds, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Financial Services, Asset Management, Strategic Financial..., Equities, Retirement Planning, Alternative Investments, Investment Management
Education
University of Southern California 1989 — 1992
BS
University of Southern California 1989 — 1992
Van Trang's Charles Schwab Experience 1998 - 1999
Job Manager, Subcontracts & Commercial Agreements
Industry Defense & Space
Experience
LinQuest June 2014 - Present
LinQuest August 2009 - Present
Raytheon 2007 - 2009
The Boeing Company 2005 - 2007
The Boeing Company February 2001 - 2005
Charles Schwab 1998 - 1999
Skills
Aerospace, Negotiation, Process Improvement, Excel, PowerPoint, Microsoft Office, Team Building, Contract Negotiation, Security Clearance, Supplier Management, Subcontracting, Government, DoD, Contract Negotiations, Contract Management, Proposal Writing, RFP, Earned Value Management, Microsoft Excel, FAR, Government Procurement, Defense Contracting, Defense, Air Force
Education
University of Southern California 1995 — 2001
Bachelors, Economics
Gladstone High School 1991 — 1995
LinQuest June 2014 - Present
LinQuest August 2009 - Present
Raytheon 2007 - 2009
The Boeing Company 2005 - 2007
The Boeing Company February 2001 - 2005
Charles Schwab 1998 - 1999
Skills
Aerospace, Negotiation, Process Improvement, Excel, PowerPoint, Microsoft Office, Team Building, Contract Negotiation, Security Clearance, Supplier Management, Subcontracting, Government, DoD, Contract Negotiations, Contract Management, Proposal Writing, RFP, Earned Value Management, Microsoft Excel, FAR, Government Procurement, Defense Contracting, Defense, Air Force
Education
University of Southern California 1995 — 2001
Bachelors, Economics
Gladstone High School 1991 — 1995
Dan Gimbel's Charles Schwab Experience 1996 - 2006
Job Director, Investment Advisory Services
Industry Investment Management
Experience
CTC myCFO March 2006 - Present
Charles Schwab 1996 - 2006
Charles Schwab May 1996 - December 1996
Charles Schwab April 1995 - May 1996
Charles Schwab March 1992 - April 1995
E.F. Hutton July 1987 - February 1992
Merrill Lynch March 1984 - July 1987
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Investments, Marketing, Alternative Investments, Asset Management, Business Development, CRM, Equities, Finance, Financial Advisory, Hedge Funds, Management, Mutual Funds, Sales, Strategy, Wealth Management
Education
University of Southern California 1978 — 1983
B.S., Business Administration/Finance
CTC myCFO March 2006 - Present
Charles Schwab 1996 - 2006
Charles Schwab May 1996 - December 1996
Charles Schwab April 1995 - May 1996
Charles Schwab March 1992 - April 1995
E.F. Hutton July 1987 - February 1992
Merrill Lynch March 1984 - July 1987
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Investments, Marketing, Alternative Investments, Asset Management, Business Development, CRM, Equities, Finance, Financial Advisory, Hedge Funds, Management, Mutual Funds, Sales, Strategy, Wealth Management
Education
University of Southern California 1978 — 1983
B.S., Business Administration/Finance
Steven Cryer's Charles Schwab Experience June 2008 - June 2010
Job CPA
Industry Electrical/Electronic Manufacturing
Experience
Arrow Electronics August 2015 - Present
Samuel Gary, Jr. & Associates August 2013 - August 2015
KPMG July 2011 - August 2013
Charles Schwab June 2008 - June 2010
Skills
Financial Analysis, Microsoft Office, Tax, Financial Reporting, Auditing, Accounting, Financial Accounting, Account Reconciliation, Internal Controls, SEC filings, Sarbanes-Oxley Act, Internal Audit, GAAP, CPA, External Audit, Financial Statements, US GAAP
Education
University of Southern California 2010 — 2011
Masters of Accounting
University of Colorado Boulder 2003 — 2007
Economics B.A.
Arrow Electronics August 2015 - Present
Samuel Gary, Jr. & Associates August 2013 - August 2015
KPMG July 2011 - August 2013
Charles Schwab June 2008 - June 2010
Skills
Financial Analysis, Microsoft Office, Tax, Financial Reporting, Auditing, Accounting, Financial Accounting, Account Reconciliation, Internal Controls, SEC filings, Sarbanes-Oxley Act, Internal Audit, GAAP, CPA, External Audit, Financial Statements, US GAAP
Education
University of Southern California 2010 — 2011
Masters of Accounting
University of Colorado Boulder 2003 — 2007
Economics B.A.
Trent Bowers, CFP®, AAMS®'s Charles Schwab Experience August 1999 - May 2002
Job Chief Investment Officer / Portfolio Manager ClearStone Capital Management
Industry Financial Services
Experience
ClearStone Capital Management October 2014 - Present
Charles Schwab - Schwab Private Client June 2002 - September 2014
Charles Schwab August 1999 - May 2002
Skills
Portfolio Management, Equities, Investments, Risk Management, Fixed Income, Derivatives, Asset Allocation, Mutual Funds, Asset Management, Financial Modeling, Business Analysis, Wealth Management, Investment Strategies, Capital Markets, Alternative Investments, Financial Markets, Trading, Valuation, Options, Investment Advisory
Education
University of South Florida 1984 — 1990
B.S., Physics
ClearStone Capital Management October 2014 - Present
Charles Schwab - Schwab Private Client June 2002 - September 2014
Charles Schwab August 1999 - May 2002
Skills
Portfolio Management, Equities, Investments, Risk Management, Fixed Income, Derivatives, Asset Allocation, Mutual Funds, Asset Management, Financial Modeling, Business Analysis, Wealth Management, Investment Strategies, Capital Markets, Alternative Investments, Financial Markets, Trading, Valuation, Options, Investment Advisory
Education
University of South Florida 1984 — 1990
B.S., Physics
Isaia Carucci's Charles Schwab Experience 1999 - 2003
Job Financial, Portfolio and Market Analyst, Trader and Risk Manager
Industry Financial Services
Experience
SunCorp Corporate Credit Union 2009 - 2013
Chotin Fund Management 2007 - 2008
Snowski LLC 2003 - 2006
Charles Schwab 1999 - 2003
Societe Generale Options Chicago 1994 - 1998
Skills
Options, Derivatives
Education
Purdue University
BSIE
University of Southern California
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
SunCorp Corporate Credit Union 2009 - 2013
Chotin Fund Management 2007 - 2008
Snowski LLC 2003 - 2006
Charles Schwab 1999 - 2003
Societe Generale Options Chicago 1994 - 1998
Skills
Options, Derivatives
Education
Purdue University
BSIE
University of Southern California
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Albert Franzone's Charles Schwab Experience May 2006 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF December 2013 - August 2014
confidential May 2010 - February 2013
USAA May 2009 - May 2010
Charles Schwab May 2006 - February 2009
Ameriprise Financial Services, Inc. July 2005 - May 2006
East West Management Group January 1993 - May 2006
Form Physics June 1987 - September 1992
Skills
NASD Series 7, 63, 9, 10, Leadership, CRM, Business Development, Sales Operations, Team Building
Education
USC 1978 — 1981
Master of Science (MS), Systems Management
US Coast Guard Academy 1972 — 1976
Bachelor of Science (BS), Economics
culver city hs
TIAA-CREF December 2013 - August 2014
confidential May 2010 - February 2013
USAA May 2009 - May 2010
Charles Schwab May 2006 - February 2009
Ameriprise Financial Services, Inc. July 2005 - May 2006
East West Management Group January 1993 - May 2006
Form Physics June 1987 - September 1992
Skills
NASD Series 7, 63, 9, 10, Leadership, CRM, Business Development, Sales Operations, Team Building
Education
USC 1978 — 1981
Master of Science (MS), Systems Management
US Coast Guard Academy 1972 — 1976
Bachelor of Science (BS), Economics
culver city hs
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank