Charles Schwab & Co.
Industry: Company
DescriptionHeadquarters: San Francisco, CA Customer service: 1 (866) 855-9102 Founded: 1971 Parent organization: Schwab Holdings, Inc. Subsidiaries: Schwab Institutional,
Charles Schwab & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Charles Schwab & Co. Salaries. You can even request information on how much does Charles Schwab & Co. pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab & Co. 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!
371 Charles Schwab & Co. employees in database. Find out everything there's to know about Charles Schwab & Co. 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 & Co. Employees
Employee
Years
Job
Industry
Scott Lavigne Scott Lavigne's Charles Schwab & Co. Experience October 2014 - Present
Job Specialist, High Net Worth Individuals at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co October 2014 - Present
Charles Schwab October 2013 - September 2014
Sawdey Solution Services November 2011 - July 2013
618 Air & Space Operations Center (TACC) August 2006 - December 2011
618 Air & Space Operations Center (TACC) August 2007 - May 2009
618 Air & Space Operations Center (TACC) August 2006 - August 2007
United States Air Force March 2006 - August 2006
437th Operations Group April 2005 - March 2006
United States Air Force August 2003 - April 2005
U.S. Air Force June 1993 - August 2003
Skills
Air Force, Security Clearance, DoD, Command & Control, Aviation, Military Operations, National Security, Military Aviation, Program Management, Defense, Leadership, Joint Military..., Interagency Coordination, NATO, C4ISR, Operational Planning, Project Planning, Electronic Warfare, Flight Training, Readiness, Foreign Military Sales, Team Building, Employee Training, Project Management, Military, Flights, Transportation, Information Assurance, Piloting, Special Operations, Tactics, Military Logistics, Intelligence Analysis, Aviation Operations, Training & Development, Manager, Staff Supervision, Project Supervision, Pilot, Aerial Refueling, Instructor, Staff Scheduling, Evaluation, Problem Solving, Communication Skills, Finance, Customer Service, Stock Trading, Personal Finance, Investments
Education
Arizona State University 1992 — 1993
Master of Arts, History
United States Air Force Academy 1986 — 1990
Bachelor of Science, History
Apollo High School 1982 — 1986
Charles Schwab & Co October 2014 - Present
Charles Schwab October 2013 - September 2014
Sawdey Solution Services November 2011 - July 2013
618 Air & Space Operations Center (TACC) August 2006 - December 2011
618 Air & Space Operations Center (TACC) August 2007 - May 2009
618 Air & Space Operations Center (TACC) August 2006 - August 2007
United States Air Force March 2006 - August 2006
437th Operations Group April 2005 - March 2006
United States Air Force August 2003 - April 2005
U.S. Air Force June 1993 - August 2003
Skills
Air Force, Security Clearance, DoD, Command & Control, Aviation, Military Operations, National Security, Military Aviation, Program Management, Defense, Leadership, Joint Military..., Interagency Coordination, NATO, C4ISR, Operational Planning, Project Planning, Electronic Warfare, Flight Training, Readiness, Foreign Military Sales, Team Building, Employee Training, Project Management, Military, Flights, Transportation, Information Assurance, Piloting, Special Operations, Tactics, Military Logistics, Intelligence Analysis, Aviation Operations, Training & Development, Manager, Staff Supervision, Project Supervision, Pilot, Aerial Refueling, Instructor, Staff Scheduling, Evaluation, Problem Solving, Communication Skills, Finance, Customer Service, Stock Trading, Personal Finance, Investments
Education
Arizona State University 1992 — 1993
Master of Arts, History
United States Air Force Academy 1986 — 1990
Bachelor of Science, History
Apollo High School 1982 — 1986
Brandon Kawal Brandon Kawal's Charles Schwab & Co. Experience 2009 - July 2012
Job Consultant at Advisor Growth Strategies
Industry Management Consulting
Experience
Advisor Growth Strategies LLC January 2014 - Present
Charles Schwab July 2012 - January 2014
Charles Schwab & Co 2009 - July 2012
Helzberg Diamonds 2008 - 2009
New York Mets 2007 - 2008
Skills
Analysis, Investments, Competitive Analysis, Valuation Modeling, Compensation Strategies, Financial Analysis, Business Strategy, Asset Allocation, Microsoft Excel, Business Development, Management, Retirement Planning, Series 7, Management Consulting, PowerPoint, Forecasting, New Business Development, Valuation, Fixed Income, Equities, Asset Management, Excel, Market Research, Business Analysis, Strategic Planning, Succession Planning, Equity Compensation, Entity Formations
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration, Finance, International Business
Concordia University-Irvine
Bachelors, Business Adminstration
Advisor Growth Strategies LLC January 2014 - Present
Charles Schwab July 2012 - January 2014
Charles Schwab & Co 2009 - July 2012
Helzberg Diamonds 2008 - 2009
New York Mets 2007 - 2008
Skills
Analysis, Investments, Competitive Analysis, Valuation Modeling, Compensation Strategies, Financial Analysis, Business Strategy, Asset Allocation, Microsoft Excel, Business Development, Management, Retirement Planning, Series 7, Management Consulting, PowerPoint, Forecasting, New Business Development, Valuation, Fixed Income, Equities, Asset Management, Excel, Market Research, Business Analysis, Strategic Planning, Succession Planning, Equity Compensation, Entity Formations
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration, Finance, International Business
Concordia University-Irvine
Bachelors, Business Adminstration
Jim Hirschinger Jim Hirschinger's Charles Schwab & Co. Experience 1997 - 2002
Job Realtor at Sunset Vista Realty
Industry Information Technology and Services
Experience
Sunset Vista Realty February 2014 - Present
Sunset Vista Realty May 2012 - Present
Self September 2002 - December 2013
Charles Schwab & Co 1997 - 2002
USL Capital 1988 - 1996
United Airlines 1986 - 1988
Blue Cross of Calfornia 1984 - 1986
Raychem Corporation 1983 - 1984
Texaco, Inc. 1979 - 1983
Skills
MVS, Operating Systems, Mainframe, Software Installation, Disaster Recovery, Software Documentation, Risk Management, OS/390, Customer Service
Education
Houston Community College 1978 — 1980
Associates, Data Processing
Sunset Vista Realty February 2014 - Present
Sunset Vista Realty May 2012 - Present
Self September 2002 - December 2013
Charles Schwab & Co 1997 - 2002
USL Capital 1988 - 1996
United Airlines 1986 - 1988
Blue Cross of Calfornia 1984 - 1986
Raychem Corporation 1983 - 1984
Texaco, Inc. 1979 - 1983
Skills
MVS, Operating Systems, Mainframe, Software Installation, Disaster Recovery, Software Documentation, Risk Management, OS/390, Customer Service
Education
Houston Community College 1978 — 1980
Associates, Data Processing
Jonathan Salvato, CRPC® Jonathan Salvato, CRPC®'s Charles Schwab & Co. Experience March 2006 - October 2009
Job Financial Advisor
Industry Financial Services
Experience
Asset Management Advisors September 2014 - Present
Vestis Advisors, LLC October 2009 - September 2014
Charles Schwab & Co. March 2006 - October 2009
Ameriprise Financial Services, Inc. 2003 - 2006
Skills
Chartered Retirement..., Retirement Planning, Investments, Financial Advisory, Wealth Management, Investment Advisory, Investment Management, Retirement, Leadership, Due Diligence, Mutual Funds, Management, Options, Investment Strategies, Portfolio Management, Finance, Financial Analysis, Strategy
Education
Texas A&M University 1998 — 2002
BS, Agriculture Development
Asset Management Advisors September 2014 - Present
Vestis Advisors, LLC October 2009 - September 2014
Charles Schwab & Co. March 2006 - October 2009
Ameriprise Financial Services, Inc. 2003 - 2006
Skills
Chartered Retirement..., Retirement Planning, Investments, Financial Advisory, Wealth Management, Investment Advisory, Investment Management, Retirement, Leadership, Due Diligence, Mutual Funds, Management, Options, Investment Strategies, Portfolio Management, Finance, Financial Analysis, Strategy
Education
Texas A&M University 1998 — 2002
BS, Agriculture Development
Ron Paul Ron Paul's Charles Schwab & Co. Experience February 2002 - September 2002
Job Owner at Inner Journey Counseling
Industry Health, Wellness and Fitness
Experience
Inner Journey Counseling February 2013 - Present
Southwest Behavioral Health September 2009 - September 2013
Self-employed January 2007 - January 2013
Comsys/IBM/American Express October 2006 - July 2007
McKesson January 2005 - October 2006
Comsys/IBM/American Express June 2004 - January 2005
Veleo September 2003 - May 2004
Assist Technologies January 2003 - September 2003
InThink September 2002 - January 2003
Charles Schwab & Co February 2002 - September 2002
Skills
Requirements Analysis, Program Management, SDLC, Project Management, Business Analysis, Consulting, Quality Assurance, Testing, PMP, Leadership, Management, Analysis, Healthcare, Requirements Gathering, Case Management, Psychotherapy, Team Building, Coaching
Education
Arizona State University 2003 — 2007
Master of Social Work (MSW), Social Work
Cornell University 1976 — 1978
MSEE, Electrical Engineering/Neurophysiology
Cornell University 1972 — 1976
BSEE, Electrical Engineering / Neurophysiology
Inner Journey Counseling February 2013 - Present
Southwest Behavioral Health September 2009 - September 2013
Self-employed January 2007 - January 2013
Comsys/IBM/American Express October 2006 - July 2007
McKesson January 2005 - October 2006
Comsys/IBM/American Express June 2004 - January 2005
Veleo September 2003 - May 2004
Assist Technologies January 2003 - September 2003
InThink September 2002 - January 2003
Charles Schwab & Co February 2002 - September 2002
Skills
Requirements Analysis, Program Management, SDLC, Project Management, Business Analysis, Consulting, Quality Assurance, Testing, PMP, Leadership, Management, Analysis, Healthcare, Requirements Gathering, Case Management, Psychotherapy, Team Building, Coaching
Education
Arizona State University 2003 — 2007
Master of Social Work (MSW), Social Work
Cornell University 1976 — 1978
MSEE, Electrical Engineering/Neurophysiology
Cornell University 1972 — 1976
BSEE, Electrical Engineering / Neurophysiology
Noli Visenio Noli Visenio's Charles Schwab & Co. Experience June 2000 - August 2001
Job Retirement Plan Operations/Mortgage Operations/Banking & Credit Union
Industry Banking
Experience
OE Federal Credit Union February 2007 - Present
OE Federal Credit Union February 2007 - August 2007
Bank of the West September 2006 - February 2007
Bank of the West March 2004 - September 2006
Bank of the West November 2002 - March 2004
Washington Mutual Bank August 2001 - December 2002
Washington Mutual Bank June 2002 - November 2002
Bay View Bank January 2002 - June 2002
Charles Schwab & Co June 2000 - August 2001
Washington Mutual Bank January 1999 - June 2000
Skills
Loans, Credit, Mortgage Lending, Retail Banking, Financial Services, Qualified Retirement..., Retirement Savings, Finance, Credit Unions, Loan Origination, Consumer Lending, Refinance, Employee Benefits, Recruiting, Performance Management, Training, Employee Training, Auditing, CRM, Human Resources, Retirement Planning, FHA, Sales, Management, Customer Service, Loan Servicing, SEP IRA, Rollovers, Keoghs, Banking
Education
Cañada College
Business Management
OE Federal Credit Union February 2007 - Present
OE Federal Credit Union February 2007 - August 2007
Bank of the West September 2006 - February 2007
Bank of the West March 2004 - September 2006
Bank of the West November 2002 - March 2004
Washington Mutual Bank August 2001 - December 2002
Washington Mutual Bank June 2002 - November 2002
Bay View Bank January 2002 - June 2002
Charles Schwab & Co June 2000 - August 2001
Washington Mutual Bank January 1999 - June 2000
Skills
Loans, Credit, Mortgage Lending, Retail Banking, Financial Services, Qualified Retirement..., Retirement Savings, Finance, Credit Unions, Loan Origination, Consumer Lending, Refinance, Employee Benefits, Recruiting, Performance Management, Training, Employee Training, Auditing, CRM, Human Resources, Retirement Planning, FHA, Sales, Management, Customer Service, Loan Servicing, SEP IRA, Rollovers, Keoghs, Banking
Education
Cañada College
Business Management
Barry Miracle Barry Miracle's Charles Schwab & Co. Experience June 1997 - August 2000
Job Global Financial Services Security Practice Lead at Capgemini
Industry Security and Investigations
Experience
Capgemini August 2014 - Present
Cognizant Technology Solutions (CTSH) September 2009 - March 2014
Miracle Enterprises January 2008 - September 2009
BearingPoint, Inc. January 2005 - January 2008
Miracle Enterprises March 2004 - December 2004
ADP 2001 - 2004
Virtela Communications September 2000 - June 2001
Charles Schwab & Co. June 1997 - August 2000
Hewlett-Packard, Inc February 1995 - June 1997
Secureware, Inc. April 1994 - February 1995
Skills
Security, IT Strategy, Product Management, Information Security, Computer Security, Cloud Computing, Architecture, Organizational..., Enterprise Architecture, Program Management, CISM, Enterprise Software, CISSP, Architectures, ITIL, Information Technology, Leadership, Management, Identity Management, Risk Management, Strategic Planning, CRM, Software Development
Education
University of Minnesota-Twin Cities 1980 — 1984
BS
Capgemini August 2014 - Present
Cognizant Technology Solutions (CTSH) September 2009 - March 2014
Miracle Enterprises January 2008 - September 2009
BearingPoint, Inc. January 2005 - January 2008
Miracle Enterprises March 2004 - December 2004
ADP 2001 - 2004
Virtela Communications September 2000 - June 2001
Charles Schwab & Co. June 1997 - August 2000
Hewlett-Packard, Inc February 1995 - June 1997
Secureware, Inc. April 1994 - February 1995
Skills
Security, IT Strategy, Product Management, Information Security, Computer Security, Cloud Computing, Architecture, Organizational..., Enterprise Architecture, Program Management, CISM, Enterprise Software, CISSP, Architectures, ITIL, Information Technology, Leadership, Management, Identity Management, Risk Management, Strategic Planning, CRM, Software Development
Education
University of Minnesota-Twin Cities 1980 — 1984
BS
George Michael Hale George Michael Hale's Charles Schwab & Co. Experience May 2000 - June 2001
Job Program Director Business at Virginia College
Industry Education Management
Experience
American Public University System January 2011 - Present
Virginia College March 2015 - Present
Virginia College April 2014 - March 2015
CalUniveristy April 2012 - August 2013
Westwood College May 2009 - August 2010
Corinthian Colleges, Inc. July 2007 - May 2009
University of Phoenix August 2007 - September 2008
Nutro Products, Inc September 2004 - August 2006
Martin Brower Company - McDonald's Southeast Regional DC May 2002 - July 2003
Charles Schwab & Co May 2000 - June 2001
Skills
Academia, ERP, Continuous Improvement, Warehouse Management, Process Control, Cycle Counting, Curriculum Design, Training, Budgets, Higher Education, E-Learning, Instructional Design, Curriculum Development, Adult Education, Staff Development, Leadership Development, Leadership, Teaching, Admissions, Organizational..., Student Affairs, Program Management, Distance Learning, Management, Career Counseling, Coaching, Operations Management, Academic Advising
Education
American InterContinental University 2004 — 2004
M.B.A., Management
East Tennessee State University 1980 — 1987
B.B.A., Management
Chaminade High School - Dayton, OH
Chaminade High School - Dayton, OH
American Public University System January 2011 - Present
Virginia College March 2015 - Present
Virginia College April 2014 - March 2015
CalUniveristy April 2012 - August 2013
Westwood College May 2009 - August 2010
Corinthian Colleges, Inc. July 2007 - May 2009
University of Phoenix August 2007 - September 2008
Nutro Products, Inc September 2004 - August 2006
Martin Brower Company - McDonald's Southeast Regional DC May 2002 - July 2003
Charles Schwab & Co May 2000 - June 2001
Skills
Academia, ERP, Continuous Improvement, Warehouse Management, Process Control, Cycle Counting, Curriculum Design, Training, Budgets, Higher Education, E-Learning, Instructional Design, Curriculum Development, Adult Education, Staff Development, Leadership Development, Leadership, Teaching, Admissions, Organizational..., Student Affairs, Program Management, Distance Learning, Management, Career Counseling, Coaching, Operations Management, Academic Advising
Education
American InterContinental University 2004 — 2004
M.B.A., Management
East Tennessee State University 1980 — 1987
B.B.A., Management
Chaminade High School - Dayton, OH
Chaminade High School - Dayton, OH
Cheryl Britt Cheryl Britt's Charles Schwab & Co. Experience 2000 - 2001
Job Consumer Loan Underwriter at San Francisco Federal Credit Union
Industry Financial Services
Experience
San Francisco Federal Credit Union August 2013 - Present
Chevron Federal Credit Union August 2004 - August 2013
First Metropolitan Credit Union 2002 - 2004
Operating Engineers Federal Credit Union 2001 - 2002
Charles Schwab & Co 2000 - 2001
Wells Fargo Bank 1991 - 2000
Skills
Consumer Lending, Microsoft Office, Customer Service, Credit, Employee Relations, Credit Unions, Customer Relations, Management, Financial Analysis, Team Building, Financial Services, Training, Loans, Microsoft Excel, Human Resources, Banking
Education
California State University-East Bay 2008 — 2011
Bachelor of Science, Business Administration
Diablo Valley College 1997 — 2007
Associates, Liberal Arts
San Francisco Federal Credit Union August 2013 - Present
Chevron Federal Credit Union August 2004 - August 2013
First Metropolitan Credit Union 2002 - 2004
Operating Engineers Federal Credit Union 2001 - 2002
Charles Schwab & Co 2000 - 2001
Wells Fargo Bank 1991 - 2000
Skills
Consumer Lending, Microsoft Office, Customer Service, Credit, Employee Relations, Credit Unions, Customer Relations, Management, Financial Analysis, Team Building, Financial Services, Training, Loans, Microsoft Excel, Human Resources, Banking
Education
California State University-East Bay 2008 — 2011
Bachelor of Science, Business Administration
Diablo Valley College 1997 — 2007
Associates, Liberal Arts
Margo Arturi Margo Arturi's Charles Schwab & Co. Experience December 1993 - September 2000
Job
Industry Human Resources
Experience
Pipeline Human Capital Solutions June 2015 - Present
New York Community Bancorp November 2006 - January 2015
Candidates on Demand December 2005 - November 2006
1-800-FLOWERS.COM May 2001 - September 2005
Charles Schwab & Co December 1993 - September 2000
Skills
Human Resources, Recruiting, Internet Recruiting, College Recruiting, Talent Acquisition, Background Checks, Hiring, Onboarding, New Hire Orientations, Team Building, Corporate Events, Corporate Communications, Personnel Management, Employee Relations, Policy, HRIS, Benefits Administration, Temporary Staffing, Agency Liaison, Vendor Relations, Vendor Contracts
Education
New York Institute of Technology 2001 — 2001
Certificate, Human Resources Management
Fashion Institute of Technology 1983 — 1986
AAS, Buying and Merchandising
Pipeline Human Capital Solutions June 2015 - Present
New York Community Bancorp November 2006 - January 2015
Candidates on Demand December 2005 - November 2006
1-800-FLOWERS.COM May 2001 - September 2005
Charles Schwab & Co December 1993 - September 2000
Skills
Human Resources, Recruiting, Internet Recruiting, College Recruiting, Talent Acquisition, Background Checks, Hiring, Onboarding, New Hire Orientations, Team Building, Corporate Events, Corporate Communications, Personnel Management, Employee Relations, Policy, HRIS, Benefits Administration, Temporary Staffing, Agency Liaison, Vendor Relations, Vendor Contracts
Education
New York Institute of Technology 2001 — 2001
Certificate, Human Resources Management
Fashion Institute of Technology 1983 — 1986
AAS, Buying and Merchandising
Timothy Butler Timothy Butler's Charles Schwab & Co. Experience November 1993 - August 2011
Job Vice President; Associate Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2011 - Present
Charles Schwab & Co November 1993 - August 2011
Skills
Asset Allocation, Asset Management, Financial Planning, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Equities, Securities
Education
Missouri State University 1984 — 1991
MBA, Finance / Economics
Robert W. Baird & Co. August 2011 - Present
Charles Schwab & Co November 1993 - August 2011
Skills
Asset Allocation, Asset Management, Financial Planning, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Equities, Securities
Education
Missouri State University 1984 — 1991
MBA, Finance / Economics
Dion Lim Dion Lim's Charles Schwab & Co. Experience June 2002 - May 2004
Job CEO at NextLesson
Industry Internet
Experience
NextLesson, Inc. January 2012 - Present
Intuary September 2011 - Present
Simply Hired October 2006 - January 2012
i2we, inc 2007 - December 2011
Gluster 2009 - 2010
Simply Hired March 2006 - October 2006
Simply Hired May 2005 - February 2006
Charles Schwab & Co. June 2002 - May 2004
Round Zero June 1997 - August 2002
Mercurial Virtual Supply Chain Incorporated December 1999 - May 2001
Skills
Business Development, Product Development, Finance, Leadership, Start-ups, Strategic Partnerships, Product Management, Analytics, Product Marketing, Strategy, Corporate Development, Online Advertising, Lead Generation, E-commerce, Mergers, Business Strategy
Education
UC Berkeley 1986 — 1990
BA, Political Economy of Industrial Societies
St. Paul's School 1982 — 1985
NextLesson, Inc. January 2012 - Present
Intuary September 2011 - Present
Simply Hired October 2006 - January 2012
i2we, inc 2007 - December 2011
Gluster 2009 - 2010
Simply Hired March 2006 - October 2006
Simply Hired May 2005 - February 2006
Charles Schwab & Co. June 2002 - May 2004
Round Zero June 1997 - August 2002
Mercurial Virtual Supply Chain Incorporated December 1999 - May 2001
Skills
Business Development, Product Development, Finance, Leadership, Start-ups, Strategic Partnerships, Product Management, Analytics, Product Marketing, Strategy, Corporate Development, Online Advertising, Lead Generation, E-commerce, Mergers, Business Strategy
Education
UC Berkeley 1986 — 1990
BA, Political Economy of Industrial Societies
St. Paul's School 1982 — 1985
Katharine Earhart's Charles Schwab & Co. Experience 1995 - December 1999
Job Director, Institutional Sales at BlackRock
Industry Financial Services
Experience
BlackRock April 2010 - Present
Barclays Global Investors 2008 - April 2010
Barclays Global Investors 2002 - 2008
Morningstar (Acquired mPower.com Inc, an online investment advisor in 2003) 1999 - 2002
Charles Schwab & Co. 1995 - December 1999
Charles Schwab 1993 - 1995
Skills
Finance, Sales, Marketing, Mutual Funds, Asset Managment, Investments, ETFs, Investment Advisory, Strategic Financial..., Retirement Planning
Education
University of California, Los Angeles
Bachelor of Arts, English
BlackRock April 2010 - Present
Barclays Global Investors 2008 - April 2010
Barclays Global Investors 2002 - 2008
Morningstar (Acquired mPower.com Inc, an online investment advisor in 2003) 1999 - 2002
Charles Schwab & Co. 1995 - December 1999
Charles Schwab 1993 - 1995
Skills
Finance, Sales, Marketing, Mutual Funds, Asset Managment, Investments, ETFs, Investment Advisory, Strategic Financial..., Retirement Planning
Education
University of California, Los Angeles
Bachelor of Arts, English
Ruth K. Ross Ruth K. Ross's Charles Schwab & Co. Experience 1996 - 2002
Job Engagement Evangelist, Speaker and Author
Industry Human Resources
Experience
R Squared Resources September 2011 - Present
Wells Fargo 2002 - September 2011
Charles Schwab & Co 1996 - 2002
Estee Lauder 1995 - 1996
American Express 1990 - 1995
Skills
Mergers, Corporate Culture, Employee Engagement, Employee Relations, Succession Planning, Talent Management, HR Strategy, Human Resources, Personnel Management, Policy, Mergers & Acquisitions, Leadership, Organizational..., Workshop Facilitation, Leadership Development, Training, Organizational..., Deferred Compensation, Career Counseling, Strategy, Change Management, Program Management, HR Consulting, Culture Change, HR Policies, Executive Coaching, Employer Branding, Recruiting, Management, Talent Acquisition, Executive Search, Workforce Planning, Onboarding, Temporary Placement, Organizational Design, Career Development, Team Building, Performance Management, Executive Management, Employee Benefits, College Recruiting, Interviews, HRIS
Education
Northeastern University 1979 — 1980
MS, Counseling
Syracuse University 1975 — 1979
BS, Human Development and Business
R Squared Resources September 2011 - Present
Wells Fargo 2002 - September 2011
Charles Schwab & Co 1996 - 2002
Estee Lauder 1995 - 1996
American Express 1990 - 1995
Skills
Mergers, Corporate Culture, Employee Engagement, Employee Relations, Succession Planning, Talent Management, HR Strategy, Human Resources, Personnel Management, Policy, Mergers & Acquisitions, Leadership, Organizational..., Workshop Facilitation, Leadership Development, Training, Organizational..., Deferred Compensation, Career Counseling, Strategy, Change Management, Program Management, HR Consulting, Culture Change, HR Policies, Executive Coaching, Employer Branding, Recruiting, Management, Talent Acquisition, Executive Search, Workforce Planning, Onboarding, Temporary Placement, Organizational Design, Career Development, Team Building, Performance Management, Executive Management, Employee Benefits, College Recruiting, Interviews, HRIS
Education
Northeastern University 1979 — 1980
MS, Counseling
Syracuse University 1975 — 1979
BS, Human Development and Business
Lisa Wermuth Lisa Wermuth's Charles Schwab & Co. Experience 2010 - 2012
Job Operations Manager, Securities Broker, and Wilderness Guide
Industry Financial Services
Experience
Spring Canyon Camp & Conference Center 2014 - Present
Spring Canyon Camp & Conference Center 2014 - 2015
Monarch Mountain Ski Resort 2013 - 2014
Noah’s Ark Whitewater Rafting & Adventure Co. 2012 - 2013
Charles Schwab & Co. 2010 - 2012
Skills
Personal Finance, Leadership, Public Speaking, Customer Service, Teaching
Education
University of Colorado Denver 2012 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship
University of Colorado, Colorado Springs 2007 — 2010
Bachelor's Degree, Economics & Finance
Spring Canyon Camp & Conference Center 2014 - Present
Spring Canyon Camp & Conference Center 2014 - 2015
Monarch Mountain Ski Resort 2013 - 2014
Noah’s Ark Whitewater Rafting & Adventure Co. 2012 - 2013
Charles Schwab & Co. 2010 - 2012
Skills
Personal Finance, Leadership, Public Speaking, Customer Service, Teaching
Education
University of Colorado Denver 2012 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship
University of Colorado, Colorado Springs 2007 — 2010
Bachelor's Degree, Economics & Finance
Joseph D Ramos Joseph D Ramos's Charles Schwab & Co. Experience 1991 - 2002
Job Investment Professional/Wholesaler
Industry Investment Management
Experience
Scottrade May 2013 - Present
Bluerock Capital Markets August 2011 - August 2012
TD Ameritrade April 2009 - August 2011
Cornerstone Ventures Inc 2004 - 2009
Charles Schwab & Co 1991 - 2002
Credit Suisse First Boston July 1988 - March 1990
Skills
Financial Advisory, Portfolio Management, Customer Relations, Capital Markets, Alternative Investments, Investments, Series 7, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Equities, Series 63, Bonds, Sales Management, ETFs, Real Estate, Compliance, Series 65, series 8, Outside Sales, Salesforce.com, Seibel, Sales Logix, Finance, Investment Strategies, Trading, Financial Services, Asset Management, Retirement Planning
Education
San Beda College 1978 — 1982
BA, Economics
Chevalier School 1974 — 1978
Scottrade May 2013 - Present
Bluerock Capital Markets August 2011 - August 2012
TD Ameritrade April 2009 - August 2011
Cornerstone Ventures Inc 2004 - 2009
Charles Schwab & Co 1991 - 2002
Credit Suisse First Boston July 1988 - March 1990
Skills
Financial Advisory, Portfolio Management, Customer Relations, Capital Markets, Alternative Investments, Investments, Series 7, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Equities, Series 63, Bonds, Sales Management, ETFs, Real Estate, Compliance, Series 65, series 8, Outside Sales, Salesforce.com, Seibel, Sales Logix, Finance, Investment Strategies, Trading, Financial Services, Asset Management, Retirement Planning
Education
San Beda College 1978 — 1982
BA, Economics
Chevalier School 1974 — 1978
Joe Leighty, CFP®, CWS®'s Charles Schwab & Co. Experience December 1995 - November 2013
Job VP, Executive Services Financial Consultant
Industry Financial Services
Experience
Charles Schwab December 1995 - Present
Charles Schwab & Co December 1995 - November 2013
Charles Schwab December 1995 - October 2013
Skills
Coaching, Series 7, Equities, Series 63, Analysis, Asset Allocation, Mutual Funds, FINRA, Wealth Management, 401k, Options, Retirement, Securities, Series 24, ETFs, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Investment Management, Investments, Wealth Management..., Asset Management, Strategic Financial..., High Net Worth..., Certified Financial..., Options Strategies, Personal Financial..., Separately Managed..., Equity Trading
Education
Ball State University - College of Business 1990 — 1994
BS Corporate Finance, BS Real Estate Finance, Corporate Finance and Real Estate Finance
Charles Schwab December 1995 - Present
Charles Schwab & Co December 1995 - November 2013
Charles Schwab December 1995 - October 2013
Skills
Coaching, Series 7, Equities, Series 63, Analysis, Asset Allocation, Mutual Funds, FINRA, Wealth Management, 401k, Options, Retirement, Securities, Series 24, ETFs, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Investment Management, Investments, Wealth Management..., Asset Management, Strategic Financial..., High Net Worth..., Certified Financial..., Options Strategies, Personal Financial..., Separately Managed..., Equity Trading
Education
Ball State University - College of Business 1990 — 1994
BS Corporate Finance, BS Real Estate Finance, Corporate Finance and Real Estate Finance
John Chitaley, CPA John Chitaley, CPA's Charles Schwab & Co. Experience January 1998 - November 2004
Job Financial Advisor / Income Tax Professional
Industry Financial Services
Experience
HD Vest Advisory Services(SM) 2011 - Present
Chitaley Associates March 2010 - Present
Defense Contract Audit Agency July 2010 - October 2011
Franklin Templeton Investments January 2005 - January 2009
Charles Schwab & Co January 1998 - November 2004
Skills
Accounting, Tax, Financial Reporting, Finance, Financial Services, Managerial Finance, Financial Analysis, Financial Accounting, Business Advisory, Investment Management, Financial Planning, Estate Planning, Retirement Income..., Stocks, Small Business..., Portfolio Management, Bonds, Long Term Care Insurance, Business Valuation
Education
DeVry University - Keller Graduate School of Management 2005 — 2009
MAFM, Master of Accounting & Financial Management
McGill University 1988 — 1990
MBA, International Business & Finance
University of Pune 1981 — 1985
B.Eng, Electronics & Telecommunications
HD Vest Advisory Services(SM) 2011 - Present
Chitaley Associates March 2010 - Present
Defense Contract Audit Agency July 2010 - October 2011
Franklin Templeton Investments January 2005 - January 2009
Charles Schwab & Co January 1998 - November 2004
Skills
Accounting, Tax, Financial Reporting, Finance, Financial Services, Managerial Finance, Financial Analysis, Financial Accounting, Business Advisory, Investment Management, Financial Planning, Estate Planning, Retirement Income..., Stocks, Small Business..., Portfolio Management, Bonds, Long Term Care Insurance, Business Valuation
Education
DeVry University - Keller Graduate School of Management 2005 — 2009
MAFM, Master of Accounting & Financial Management
McGill University 1988 — 1990
MBA, International Business & Finance
University of Pune 1981 — 1985
B.Eng, Electronics & Telecommunications
Mary McCann Mary McCann's Charles Schwab & Co. Experience 2006 - 2015
Job IT Project Manager / Program Manager
Industry Information Technology and Services
Experience
Charles Schwab & Co. 2006 - 2015
Hicks Professional Group 2004 - 2006
Razorfish 2003 - 2004
Plural 2000 - 2001
USPS National Data Center 1990 - December 1999
Skills
Program Management, Business Process, Vendor Management, Strategy, Management, Project Management, Consulting, Leadership, Problem Solving, Business Analysis, PMP, Sourcing, Start-ups, Training, Quality Assurance
Education
Antioch University West, Master's
Masters of Arts M.A.,, Multi/Interdisciplinary Studies
UCSC Silicon Valley Extension
Completed 3 full certifications in: Program/Project Management, Software Engineering, & Tech Writing
University of California, Berkeley
Professional Communications Program Certificate
University of California, Santa Cruz
mini-MBA, Leadership and Management Program for Technology Professionals, LAMP
University of Maryland College Park
Bachelors, Multi/Interdisciplinary Studies
Charles Schwab & Co. 2006 - 2015
Hicks Professional Group 2004 - 2006
Razorfish 2003 - 2004
Plural 2000 - 2001
USPS National Data Center 1990 - December 1999
Skills
Program Management, Business Process, Vendor Management, Strategy, Management, Project Management, Consulting, Leadership, Problem Solving, Business Analysis, PMP, Sourcing, Start-ups, Training, Quality Assurance
Education
Antioch University West, Master's
Masters of Arts M.A.,, Multi/Interdisciplinary Studies
UCSC Silicon Valley Extension
Completed 3 full certifications in: Program/Project Management, Software Engineering, & Tech Writing
University of California, Berkeley
Professional Communications Program Certificate
University of California, Santa Cruz
mini-MBA, Leadership and Management Program for Technology Professionals, LAMP
University of Maryland College Park
Bachelors, Multi/Interdisciplinary Studies
Barbara Horciza Barbara Horciza's Charles Schwab & Co. Experience July 1999 - March 2005
Job Business Initiatives Manager
Industry Financial Services
Experience
Wells Fargo Private Bank March 2005 - Present
Wells Fargo Wealth Management March 2005 - August 2006
Charles Schwab & Co July 1999 - March 2005
Fellows Placement Executive Search October 1998 - June 1999
Royal Palms Resort January 1998 - October 1998
Skills
Analytics, Marketing Strategy, Business Development, Strategy, Leadership, Sales Operations, Marketing, Sales Management, Project Management, Private Banking, Wealth Management..., Business Strategy, Strategic Planning, Training
Education
Arizona State University
BA, Sociology, Minor, Psychology
UC Berkeley
Certicicate in Marketing
Wells Fargo Private Bank March 2005 - Present
Wells Fargo Wealth Management March 2005 - August 2006
Charles Schwab & Co July 1999 - March 2005
Fellows Placement Executive Search October 1998 - June 1999
Royal Palms Resort January 1998 - October 1998
Skills
Analytics, Marketing Strategy, Business Development, Strategy, Leadership, Sales Operations, Marketing, Sales Management, Project Management, Private Banking, Wealth Management..., Business Strategy, Strategic Planning, Training
Education
Arizona State University
BA, Sociology, Minor, Psychology
UC Berkeley
Certicicate in Marketing
Chris Schappals's Charles Schwab & Co. Experience January 2000 - January 2001
Job Customer Service Associate at Voya Financial
Industry Financial Services
Experience
Voya Financial August 2014 - June 2015
Randstad January 2014 - August 2014
Bank of America - Merrill Lynch January 2011 - November 2013
Bank of America - Merrill Lynch June 2010 - December 2010
Bank of America - Merrill Lynch January 2010 - June 2010
Bank of America - Merrill Lynch October 2006 - January 2010
Bank of America - Merrill Lynch September 2005 - October 2006
PacifiCare January 2001 - January 2004
Charles Schwab & Co January 2000 - January 2001
Skills
Training, Series 7, Wealth Management, Access, Investments, Equities, Financial Services, Trading, Financial Analysis, Investment Management
Education
Florida State University 1976 — 1980
Bachelor’s Degree, English Language and Literature/Letters
Voya Financial August 2014 - June 2015
Randstad January 2014 - August 2014
Bank of America - Merrill Lynch January 2011 - November 2013
Bank of America - Merrill Lynch June 2010 - December 2010
Bank of America - Merrill Lynch January 2010 - June 2010
Bank of America - Merrill Lynch October 2006 - January 2010
Bank of America - Merrill Lynch September 2005 - October 2006
PacifiCare January 2001 - January 2004
Charles Schwab & Co January 2000 - January 2001
Skills
Training, Series 7, Wealth Management, Access, Investments, Equities, Financial Services, Trading, Financial Analysis, Investment Management
Education
Florida State University 1976 — 1980
Bachelor’s Degree, English Language and Literature/Letters
Scott Rister Scott Rister's Charles Schwab & Co. Experience October 2012 - Present
Job V.P. & General Manager, Schwab Compliance Solutions at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. October 2012 - Present
Charles Schwab January 2008 - November 2012
Charles Schwab April 2005 - January 2008
Charles Schwab April 2003 - April 2005
Charles Schwab June 1999 - April 2003
Range Resources 1996 - 1999
Rubbermaid Home Products 1994 - 1996
Ernst & Young 1990 - 1994
Education
The University of Akron 1988 — 1990
B.S., Accounting
The Ohio State University 1983 — 1985
Engineering
Margaretta High School
Charles Schwab & Co. October 2012 - Present
Charles Schwab January 2008 - November 2012
Charles Schwab April 2005 - January 2008
Charles Schwab April 2003 - April 2005
Charles Schwab June 1999 - April 2003
Range Resources 1996 - 1999
Rubbermaid Home Products 1994 - 1996
Ernst & Young 1990 - 1994
Education
The University of Akron 1988 — 1990
B.S., Accounting
The Ohio State University 1983 — 1985
Engineering
Margaretta High School
Joseph Huckaby Joseph Huckaby's Charles Schwab & Co. Experience October 2011 - June 2012
Job Revenue Accountant at Compass Learning
Industry Financial Services
Experience
Compass Learning May 2015 - Present
New Horizons Computer Learning Centers December 2013 - May 2015
Evins Personnel Consultants, Inc April 2013 - October 2013
Texas Medicaid & Healthcare Partnership August 2012 - February 2013
Charles Schwab & Co October 2011 - June 2012
1st Advantage Federal Credit Union June 2010 - September 2011
Epoh LLC May 2009 - September 2009
Skills
Credit, Financial Analysis, Accounting, Finance, Financial Modeling, Microsoft Money, Financial Statement..., Market Research, Customer Service, Sales, Banking, Marketing, Stock Valuation, Retail Banking, Bloomberg Terminal, Mutual Funds, Investments, Financial Audits, Healthcare Audit, Financial Accounting
Education
Old Dominion University 2007 — 2011
BS, Finance
Compass Learning May 2015 - Present
New Horizons Computer Learning Centers December 2013 - May 2015
Evins Personnel Consultants, Inc April 2013 - October 2013
Texas Medicaid & Healthcare Partnership August 2012 - February 2013
Charles Schwab & Co October 2011 - June 2012
1st Advantage Federal Credit Union June 2010 - September 2011
Epoh LLC May 2009 - September 2009
Skills
Credit, Financial Analysis, Accounting, Finance, Financial Modeling, Microsoft Money, Financial Statement..., Market Research, Customer Service, Sales, Banking, Marketing, Stock Valuation, Retail Banking, Bloomberg Terminal, Mutual Funds, Investments, Financial Audits, Healthcare Audit, Financial Accounting
Education
Old Dominion University 2007 — 2011
BS, Finance
Nadine Ahbe's Charles Schwab & Co. Experience August 2006 - November 2008
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments February 2012 - Present
Nuveen Investments June 2011 - February 2012
Charles Schwab/Charles Schwab Bank November 2008 - February 2011
Charles Schwab & Co August 2006 - November 2008
Education
Miami University 2002 — 2006
Bachelor of Arts, Political Science; Law and Commerce
Nuveen Investments February 2012 - Present
Nuveen Investments June 2011 - February 2012
Charles Schwab/Charles Schwab Bank November 2008 - February 2011
Charles Schwab & Co August 2006 - November 2008
Education
Miami University 2002 — 2006
Bachelor of Arts, Political Science; Law and Commerce
Brad Waite Brad Waite's Charles Schwab & Co. Experience 1999 - 2002
Job Certified Sales Funnel Optimization Consultant at Brad Waite Consulting
Industry Management Consulting
Experience
Brad Waite Consulting January 2014 - Present
Pat Shanahan & Associates January 2010 - December 2013
Recurrent Energy October 2008 - February 2010
Ross Stores March 2004 - October 2008
Charles Schwab & Co. 1999 - 2002
TCSI April 1998 - February 1999
Pacific Gas and Electric Company March 1997 - March 1998
Pacific Bell January 1996 - March 1997
Covalent Systems Corp. September 1993 - March 1995
Covalent Systems Corp. January 1992 - September 1993
Skills
Software Quality..., QA Manager, Business Analysis, SDLC, Process Improvement, User Acceptance Testing, Software Project..., Program Management, Quality Assurance, Project Management, Requirements Analysis, Business Process, Testing, Requirements Gathering, Business Requirements, Oracle, Integration, Software Documentation, Application Support, Contract Negotiation, Contract Management, Epicor, NSB Sales Audit, Oracle SQL, Toad, Credit Settlement, PCI DSS Compliance, Data Analysis, Big Data, Strategy, Team Building, Cross-functional Team..., Project Portfolio..., Management, Change Management, Agile Project Management, Databases, Project Planning, MS Project, CRM, Training, Vendor Management, System Testing, Test Planning, Analysis, Business Process..., PCI DSS, Consulting, Leadership, Product Management
Education
University of Michigan 1967 — 1971
Bachelor of Business Administration, Accounting
Brad Waite Consulting January 2014 - Present
Pat Shanahan & Associates January 2010 - December 2013
Recurrent Energy October 2008 - February 2010
Ross Stores March 2004 - October 2008
Charles Schwab & Co. 1999 - 2002
TCSI April 1998 - February 1999
Pacific Gas and Electric Company March 1997 - March 1998
Pacific Bell January 1996 - March 1997
Covalent Systems Corp. September 1993 - March 1995
Covalent Systems Corp. January 1992 - September 1993
Skills
Software Quality..., QA Manager, Business Analysis, SDLC, Process Improvement, User Acceptance Testing, Software Project..., Program Management, Quality Assurance, Project Management, Requirements Analysis, Business Process, Testing, Requirements Gathering, Business Requirements, Oracle, Integration, Software Documentation, Application Support, Contract Negotiation, Contract Management, Epicor, NSB Sales Audit, Oracle SQL, Toad, Credit Settlement, PCI DSS Compliance, Data Analysis, Big Data, Strategy, Team Building, Cross-functional Team..., Project Portfolio..., Management, Change Management, Agile Project Management, Databases, Project Planning, MS Project, CRM, Training, Vendor Management, System Testing, Test Planning, Analysis, Business Process..., PCI DSS, Consulting, Leadership, Product Management
Education
University of Michigan 1967 — 1971
Bachelor of Business Administration, Accounting
Kevin Novak Kevin Novak's Charles Schwab & Co. Experience 1992 - 1999
Job Investment Management
Industry Financial Services
Experience
Wolfgang LLC 2000 - Present
Gill Capital Partners, Inc. 2003 - 2009
Stanford Financial Group, 2001 - 2002
Charles Schwab & Co. 1992 - 1999
Edward Jones 1989 - 1991
Education
The University of Montana 1982 — 1986
BS, Finance
The University of Montana 1982 — 1986
BS, Economics
Wolfgang LLC 2000 - Present
Gill Capital Partners, Inc. 2003 - 2009
Stanford Financial Group, 2001 - 2002
Charles Schwab & Co. 1992 - 1999
Edward Jones 1989 - 1991
Education
The University of Montana 1982 — 1986
BS, Finance
The University of Montana 1982 — 1986
BS, Economics
Kyle Valdyke Kyle Valdyke's Charles Schwab & Co. Experience August 2007 - September 2011
Job Vice President Dual Central Supervision Principal at Bank of America / Merrill Lynch
Industry Financial Services
Experience
Bank of America / Merrill Lynch April 2013 - Present
Bank of America / Merrill Lynch September 2011 - April 2013
CHARLES SCHWAB & CO August 2007 - September 2011
ACCOUNT TEMPS April 2007 - July 2007
FUJITSU COMPUTER SYSTEMS May 2002 - March 2006
Education
Montclair State University 2004 — 2007
Bachelors of Arts, Economics
The Chubb Institute 1999 — 1999
Technical, Computer Networking and Security
Bank of America / Merrill Lynch April 2013 - Present
Bank of America / Merrill Lynch September 2011 - April 2013
CHARLES SCHWAB & CO August 2007 - September 2011
ACCOUNT TEMPS April 2007 - July 2007
FUJITSU COMPUTER SYSTEMS May 2002 - March 2006
Education
Montclair State University 2004 — 2007
Bachelors of Arts, Economics
The Chubb Institute 1999 — 1999
Technical, Computer Networking and Security
Ira Gleser Ira Gleser's Charles Schwab & Co. Experience March 2004 - November 2005
Job Vice President, Industry Relations
Industry Public Relations and Communications
Experience
Whirley-DrinkWorks! September 2015 - Present
Amplify Marketing Communications June 2013 - August 2015
Coca-Cola Refreshments March 2011 - May 2013
Newell Rubbermaid July 2006 - January 2009
Charles Schwab & Co. March 2004 - November 2005
Marketing Solutions September 2001 - March 2004
Coca-Cola August 1987 - May 2000
Skills
Integrated Marketing, Brand Management, Strategy, Marketing Strategy, Marketing Communications, Customer Insight, Advertising, CRM, Marketing, B2B, Business Development, Public Relations, Leadership, Management, Strategic Planning, FMCG, Brand Architecture, Brand Awareness, Retail, Budgets, Communication, Relationship Marketing, Strategic Communications, Corporate Communications
Education
The George Washington University - School of Business 1981 — 1982
MBA, Marketing
The University of Georgia 1980 — 1981
BBA, Economics
Whirley-DrinkWorks! September 2015 - Present
Amplify Marketing Communications June 2013 - August 2015
Coca-Cola Refreshments March 2011 - May 2013
Newell Rubbermaid July 2006 - January 2009
Charles Schwab & Co. March 2004 - November 2005
Marketing Solutions September 2001 - March 2004
Coca-Cola August 1987 - May 2000
Skills
Integrated Marketing, Brand Management, Strategy, Marketing Strategy, Marketing Communications, Customer Insight, Advertising, CRM, Marketing, B2B, Business Development, Public Relations, Leadership, Management, Strategic Planning, FMCG, Brand Architecture, Brand Awareness, Retail, Budgets, Communication, Relationship Marketing, Strategic Communications, Corporate Communications
Education
The George Washington University - School of Business 1981 — 1982
MBA, Marketing
The University of Georgia 1980 — 1981
BBA, Economics
Linda Pihlquist Beisel Linda Pihlquist Beisel's Charles Schwab & Co. Experience September 2009 - October 2010
Job Director Borrower Marketing at Prosper Marketplace
Industry Marketing and Advertising
Experience
Prosper Marketplace November 2011 - Present
BlackRock October 2010 - October 2011
Charles Schwab & Co September 2009 - October 2010
Charles Schwab & Co. September 2006 - September 2009
Springboard Ventures LLC April 2008 - September 2008
Wells Fargo & Co. September 2003 - September 2006
Charles Schwab & Co. April 2002 - September 2003
Education
University of San Francisco 2001 — 2003
BA
Prosper Marketplace November 2011 - Present
BlackRock October 2010 - October 2011
Charles Schwab & Co September 2009 - October 2010
Charles Schwab & Co. September 2006 - September 2009
Springboard Ventures LLC April 2008 - September 2008
Wells Fargo & Co. September 2003 - September 2006
Charles Schwab & Co. April 2002 - September 2003
Education
University of San Francisco 2001 — 2003
BA
Kurt Mueller, CFP® Kurt Mueller, CFP®'s Charles Schwab & Co. Experience 1992 - 2008
Job at Family Investment Planning
Industry Financial Services
Experience
Family Investment Planning, LLC January 2011 - Present
Rotary Club of Milwaukee 2003 - Present
Bryant Stratton College April 2008 - April 2012
Charles Schwab & Co 1992 - 2008
Skills
Financial Services, Strategic Financial..., Portfolio Management, Investments, Investment Management, Retirement Planning
Education
Marquette University 2003 — 2006
CFP, Finance
University of Wisconsin-Stevens Point
BS, Economics
Family Investment Planning, LLC January 2011 - Present
Rotary Club of Milwaukee 2003 - Present
Bryant Stratton College April 2008 - April 2012
Charles Schwab & Co 1992 - 2008
Skills
Financial Services, Strategic Financial..., Portfolio Management, Investments, Investment Management, Retirement Planning
Education
Marquette University 2003 — 2006
CFP, Finance
University of Wisconsin-Stevens Point
BS, Economics
Arvin Lee Arvin Lee's Charles Schwab & Co. Experience August 2006 - December 2007
Job Technology Manager
Industry Financial Services
Experience
Wells Fargo Bank June 2008 - Present
Charles Schwab & Co. August 2006 - December 2007
Wells Capital Management February 2002 - July 2006
Wells Capital Management October 2000 - January 2002
Hambrecht & Quist September 1996 - September 2000
Skills
Middleware, SDLC, Business Process, Fixed Income, Risk Management, Auditing, Testing, Analysis, Business Analysis, IT Audit, Financial Services, Requirements Gathering, Banking, Enterprise Risk..., IT Strategy, IT Management
Education
University of San Francisco 1991 — 1995
Wells Fargo Bank June 2008 - Present
Charles Schwab & Co. August 2006 - December 2007
Wells Capital Management February 2002 - July 2006
Wells Capital Management October 2000 - January 2002
Hambrecht & Quist September 1996 - September 2000
Skills
Middleware, SDLC, Business Process, Fixed Income, Risk Management, Auditing, Testing, Analysis, Business Analysis, IT Audit, Financial Services, Requirements Gathering, Banking, Enterprise Risk..., IT Strategy, IT Management
Education
University of San Francisco 1991 — 1995
John Vergara's Charles Schwab & Co. Experience January 1998 - December 2003
Job Marketing, Product Development and Project Management Executive
Industry Marketing and Advertising
Experience
OSI Consulting May 2015 - Present
Sea Street Media Group October 2013 - Present
PennyMac Financial Services, Inc. September 2013 - May 2015
PennyMac April 2008 - September 2013
Bank of America/ Countrywide May 2007 - April 2008
WMC Mortgage, a GE Money Company April 2006 - May 2007
IndyMac Bank May 2004 - April 2006
Charles Schwab & Co January 1998 - December 2003
The PMI Group November 1994 - January 1998
First Nationwide Mortgage 1993 - 1994
Skills
financial product..., Strategic Planning, Integrated Marketing, Underwriting, Mortgage, Mortgage Lending, Brokerage, Insurance, Mortgage Banking, Credit, Executive Management, Banking, Product Development, Marketing Strategy, Analytics, Product Management, Cross-functional Team..., Customer Experience, New Business Development, Real Estate, Credit Risk, Sales Support, Business Planning, Strategy Development, Direct Marketing, B2B, Marketing Communications, P&L Management, Customer Acquisition, Lead Generation, Financial Services, Management, Strategy, Start-ups, Marketing, Leadership, Analysis, Portfolio Management, Business Development, Sales Operations, Process Improvement, Business Strategy, Sales, SEO, Finance, Marketing Management, Competitive Analysis, Program Management, Loans, Project Management
Education
Middlebury College 1978 — 1982
Double BA, Liberal Arts (History and Spanish Lit)
University of California, Berkeley 1996 — 1999
7 semester certificate program, Marketing
Mortgage Bankers Association of America 1995 — 1997
certificate, Mortgage Banking Program
Instituto Internacional, Madrid 1980 — 1981
jr yr. abroad program, Liberal Arts-Spanish Literature
OSI Consulting May 2015 - Present
Sea Street Media Group October 2013 - Present
PennyMac Financial Services, Inc. September 2013 - May 2015
PennyMac April 2008 - September 2013
Bank of America/ Countrywide May 2007 - April 2008
WMC Mortgage, a GE Money Company April 2006 - May 2007
IndyMac Bank May 2004 - April 2006
Charles Schwab & Co January 1998 - December 2003
The PMI Group November 1994 - January 1998
First Nationwide Mortgage 1993 - 1994
Skills
financial product..., Strategic Planning, Integrated Marketing, Underwriting, Mortgage, Mortgage Lending, Brokerage, Insurance, Mortgage Banking, Credit, Executive Management, Banking, Product Development, Marketing Strategy, Analytics, Product Management, Cross-functional Team..., Customer Experience, New Business Development, Real Estate, Credit Risk, Sales Support, Business Planning, Strategy Development, Direct Marketing, B2B, Marketing Communications, P&L Management, Customer Acquisition, Lead Generation, Financial Services, Management, Strategy, Start-ups, Marketing, Leadership, Analysis, Portfolio Management, Business Development, Sales Operations, Process Improvement, Business Strategy, Sales, SEO, Finance, Marketing Management, Competitive Analysis, Program Management, Loans, Project Management
Education
Middlebury College 1978 — 1982
Double BA, Liberal Arts (History and Spanish Lit)
University of California, Berkeley 1996 — 1999
7 semester certificate program, Marketing
Mortgage Bankers Association of America 1995 — 1997
certificate, Mortgage Banking Program
Instituto Internacional, Madrid 1980 — 1981
jr yr. abroad program, Liberal Arts-Spanish Literature
Barbara Hart Barbara Hart's Charles Schwab & Co. Experience January 2000 - October 2007
Job Visual Artist at Barbara J Hart
Industry Fine Art
Experience
Barbara J. Hart September 2014 - Present
New York City Ballet October 2007 - June 2014
Charles Schwab & Co. January 2000 - October 2007
Davis Wright Tremaine LLP August 1985 - July 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Commissioned Art, Collage and mixed media, Teaching art to..., Painting/Drawing, Knowledge of non-profits, Art, Visual Arts, Marketing Communications, Non-profits, Teaching, Fine Art, Nonprofits, Drawing, Arts Administration, Performing Arts, Photography, Painting
Education
The University of New Mexico 1981 — 1984
BFA, Studio Art with minor in Art History
Art Students League
Studio Art Classes, Studio Art
Barbara J. Hart September 2014 - Present
New York City Ballet October 2007 - June 2014
Charles Schwab & Co. January 2000 - October 2007
Davis Wright Tremaine LLP August 1985 - July 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Commissioned Art, Collage and mixed media, Teaching art to..., Painting/Drawing, Knowledge of non-profits, Art, Visual Arts, Marketing Communications, Non-profits, Teaching, Fine Art, Nonprofits, Drawing, Arts Administration, Performing Arts, Photography, Painting
Education
The University of New Mexico 1981 — 1984
BFA, Studio Art with minor in Art History
Art Students League
Studio Art Classes, Studio Art
Alison Bomar Alison Bomar's Charles Schwab & Co. Experience April 2004 - December 2004
Job Program/Project Manager, ScrumMaster
Industry Information Technology and Services
Experience
Bank of the West 2015 - 2015
Charles Schwab 2011 - 2013
Wells Fargo Bank September 2009 - December 2010
Charles Schwab 2007 - 2008
Wells Fargo Bank October 2005 - November 2006
Charles Schwab & Co April 2004 - December 2004
CSAA August 2002 - October 2003
Charles Schwab & Co November 1996 - October 2001
U.B. Networks June 1995 - November 1996
California State University, Long Beach 1993 - 1995
Skills
Project Portfolio..., Program Management, Project Management, Enterprise Architecture, Software Project..., Cross-functional Team..., Project Planning, CRM, Project Execution, Staff Management, Program Planning, Program Implementation, Project Implementation, Distributed Team..., Team Management, Agile Project Management, Business Analysis, Agile Methodologies, Software Development, Vendor Management, PMO
Education
California State University-Long Beach 1990 — 1993
Master's degree, Computer Science, 4.00
California State University-Long Beach 1986 — 1990
Bachelor's degree, Computer Science
Bank of the West 2015 - 2015
Charles Schwab 2011 - 2013
Wells Fargo Bank September 2009 - December 2010
Charles Schwab 2007 - 2008
Wells Fargo Bank October 2005 - November 2006
Charles Schwab & Co April 2004 - December 2004
CSAA August 2002 - October 2003
Charles Schwab & Co November 1996 - October 2001
U.B. Networks June 1995 - November 1996
California State University, Long Beach 1993 - 1995
Skills
Project Portfolio..., Program Management, Project Management, Enterprise Architecture, Software Project..., Cross-functional Team..., Project Planning, CRM, Project Execution, Staff Management, Program Planning, Program Implementation, Project Implementation, Distributed Team..., Team Management, Agile Project Management, Business Analysis, Agile Methodologies, Software Development, Vendor Management, PMO
Education
California State University-Long Beach 1990 — 1993
Master's degree, Computer Science, 4.00
California State University-Long Beach 1986 — 1990
Bachelor's degree, Computer Science
Barry Parillo Barry Parillo's Charles Schwab & Co. Experience February 1979 - November 1982
Job Tax Associate at Liberty Tax Service
Industry Accounting
Experience
Liberty Tax Service January 2011 - Present
For The Move, LLC November 2008 - February 2010
Summit Capital Lending October 2007 - December 2007
First American Mortgage Services, Inc May 2003 - September 2007
To The Last Detail February 2002 - April 2003
Muriel Siebert & Co. Inc August 1999 - November 2001
Halpert & Co January 1994 - June 1999
Great Western Financial Securities January 1992 - May 1994
First Union Brokerage Services. Inc January 1983 - December 1990
Charles Schwab & Co February 1979 - November 1982
Skills
Federal Tax preparation, State Tax Preparation, Knowledge of Federal..., Spreadsheets, Securities Market, Financial Markets, Personal Financial..., Mortgage Lending, Mutual Funds, Accounting, Customer Service, Microsoft Word
Education
University of South Florida 1971 — 1974
BA, History Political Science
Broward College 1969 — 1971
AA, History
Stranahan High School 1963 — 1965
HS, History
Liberty Tax Service January 2011 - Present
For The Move, LLC November 2008 - February 2010
Summit Capital Lending October 2007 - December 2007
First American Mortgage Services, Inc May 2003 - September 2007
To The Last Detail February 2002 - April 2003
Muriel Siebert & Co. Inc August 1999 - November 2001
Halpert & Co January 1994 - June 1999
Great Western Financial Securities January 1992 - May 1994
First Union Brokerage Services. Inc January 1983 - December 1990
Charles Schwab & Co February 1979 - November 1982
Skills
Federal Tax preparation, State Tax Preparation, Knowledge of Federal..., Spreadsheets, Securities Market, Financial Markets, Personal Financial..., Mortgage Lending, Mutual Funds, Accounting, Customer Service, Microsoft Word
Education
University of South Florida 1971 — 1974
BA, History Political Science
Broward College 1969 — 1971
AA, History
Stranahan High School 1963 — 1965
HS, History
Sam Stormont Sam Stormont's Charles Schwab & Co. Experience 2001 - 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
CHARLES SCHWAB & CO 2001 - 2010
CHARLES SCHWAB & CO January 1999 - January 2001
CHARLES SCHWAB & CO 1999 - 2001
Data Center January 1997 - January 1999
Skills
Integration, Networking, Servers, Cloud Computing, Agile Methodologies, Data Center
Education
North Idaho College
CHARLES SCHWAB & CO 2001 - 2010
CHARLES SCHWAB & CO January 1999 - January 2001
CHARLES SCHWAB & CO 1999 - 2001
Data Center January 1997 - January 1999
Skills
Integration, Networking, Servers, Cloud Computing, Agile Methodologies, Data Center
Education
North Idaho College
Renee Kerr Renee Kerr's Charles Schwab & Co. Experience 2007 - 2008
Job Client Service Coordinator Team Lead at Altegris
Industry Financial Services
Experience
Altegris 2012 - Present
First Allied Securities, Inc November 2008 - 2012
Charles Schwab & Co 2007 - 2008
Linsco Private Ledger (LPL) Financial 2005 - 2007
Tommy Bahama 2002 - 2005
Education
Grossmont College 2009 — 2010
Altegris 2012 - Present
First Allied Securities, Inc November 2008 - 2012
Charles Schwab & Co 2007 - 2008
Linsco Private Ledger (LPL) Financial 2005 - 2007
Tommy Bahama 2002 - 2005
Education
Grossmont College 2009 — 2010
Susan Elser's Charles Schwab & Co. Experience 1996 - 2000
Job at Elser Financial Planning, Inc.
Industry Financial Services
Experience
Elser Financial Planning, Inc. 2004 - Present
Oxford Financial Group, Ltd. 2000 - 2004
Charles Schwab & Co 1996 - 2000
Skills
Estate Planning, Retirement, Investment Management, Strategic Financial..., Financial Advisory, Financial Planners, Wealth Management, Retirement Planning, Wealth, Succession Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Personal Finance, Tax, Personal Financial..., 401k, High Net Worth..., Mutual Funds, Investments, Long-term Care, Disability Insurance, Asset Management, Life Insurance, Portfolio Management
Education
Indiana University Bloomington 1981 — 1985
B.A., Economics major, Finance and Philosophy minors
Bosse
Elser Financial Planning, Inc. 2004 - Present
Oxford Financial Group, Ltd. 2000 - 2004
Charles Schwab & Co 1996 - 2000
Skills
Estate Planning, Retirement, Investment Management, Strategic Financial..., Financial Advisory, Financial Planners, Wealth Management, Retirement Planning, Wealth, Succession Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Personal Finance, Tax, Personal Financial..., 401k, High Net Worth..., Mutual Funds, Investments, Long-term Care, Disability Insurance, Asset Management, Life Insurance, Portfolio Management
Education
Indiana University Bloomington 1981 — 1985
B.A., Economics major, Finance and Philosophy minors
Bosse
David Knudsen David Knudsen's Charles Schwab & Co. Experience January 2000 - March 2002
Job Licensing Manager for the MX vs ATV Franchise
Industry Entertainment
Experience
Big Bang Entertainment, LLC December 2013 - Present
AXA Advisors February 2012 - August 2013
Digital Madhouse Studios February 2011 - November 2011
THQ January 2009 - February 2011
THQ March 2006 - January 2009
Rainbow Studios December 2005 - March 2006
Arizona State University July 2004 - December 2005
Arizona State University January 2003 - July 2004
CHARLES SCHWAB & CO January 2000 - March 2002
Skills
Start-ups, Xbox 360, Social Media Marketing, Facebook, Game Development, PS3, Contract Negotiation, Proposal Writing, Video Games, Wii, Data Analysis, PSP, Management, Photoshop, 3D, Flash, Localization, Quality Assurance, Marketing, Social Media, Blogging, JIRA, Budgets, Online Gaming, Social Games, Scrum, Game Design, Mobile Games, Monetization, Xbox
Education
Northern Arizona University-The W. A. Franke College of Business 1998 — 1999
B.S.B.A, Finance
Arizona State University 1994 — 1998
Finance
Horizon High School 1990 — 1994
Big Bang Entertainment, LLC December 2013 - Present
AXA Advisors February 2012 - August 2013
Digital Madhouse Studios February 2011 - November 2011
THQ January 2009 - February 2011
THQ March 2006 - January 2009
Rainbow Studios December 2005 - March 2006
Arizona State University July 2004 - December 2005
Arizona State University January 2003 - July 2004
CHARLES SCHWAB & CO January 2000 - March 2002
Skills
Start-ups, Xbox 360, Social Media Marketing, Facebook, Game Development, PS3, Contract Negotiation, Proposal Writing, Video Games, Wii, Data Analysis, PSP, Management, Photoshop, 3D, Flash, Localization, Quality Assurance, Marketing, Social Media, Blogging, JIRA, Budgets, Online Gaming, Social Games, Scrum, Game Design, Mobile Games, Monetization, Xbox
Education
Northern Arizona University-The W. A. Franke College of Business 1998 — 1999
B.S.B.A, Finance
Arizona State University 1994 — 1998
Finance
Horizon High School 1990 — 1994
Aldo Pazzini's Charles Schwab & Co. Experience August 2011 - March 2012
Job Development Research Group: Trade and Integration Consultant for the Exporter Dynamics Database at The World Bank
Industry International Trade and Development
Experience
The World Bank August 2014 - Present
The World Bank June 2014 - August 2014
Charles River Associates June 2013 - August 2013
Brandeis University, International Business School September 2012 - May 2013
Mesa Chamber of Commerce March 2012 - July 2012
Charles Schwab & Co August 2011 - March 2012
The W.A. Franke College of Business, Northern Arizona Univeristy August 2009 - June 2011
The W.A. Franke College of Business, Northern Arizona University January 2009 - May 2011
The W.A. Franke College of Business, Northern Arizona University August 2007 - May 2009
Skills
Series 7, Series 63, Economics, Econometrics, Statistics, Stata, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Economic Research, Research, Thompson One, SPSS, Leadership, Report Writing, Data Analysis, Problem Solving, Analytical Skills, Communicative Skills, Macroeconomics, Financial Analysis, Microeconomics, PowerPoint
Education
Brandeis International Business School 2012 — 2014
Master of Arts in International Economics and Finance
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Master of Arts in International Economics and Finance
Northern Arizona University, The W.A. Franke College of Business 2006 — 2011
B.S.B.A., Economics, 3.8
The World Bank August 2014 - Present
The World Bank June 2014 - August 2014
Charles River Associates June 2013 - August 2013
Brandeis University, International Business School September 2012 - May 2013
Mesa Chamber of Commerce March 2012 - July 2012
Charles Schwab & Co August 2011 - March 2012
The W.A. Franke College of Business, Northern Arizona Univeristy August 2009 - June 2011
The W.A. Franke College of Business, Northern Arizona University January 2009 - May 2011
The W.A. Franke College of Business, Northern Arizona University August 2007 - May 2009
Skills
Series 7, Series 63, Economics, Econometrics, Statistics, Stata, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Economic Research, Research, Thompson One, SPSS, Leadership, Report Writing, Data Analysis, Problem Solving, Analytical Skills, Communicative Skills, Macroeconomics, Financial Analysis, Microeconomics, PowerPoint
Education
Brandeis International Business School 2012 — 2014
Master of Arts in International Economics and Finance
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Master of Arts in International Economics and Finance
Northern Arizona University, The W.A. Franke College of Business 2006 — 2011
B.S.B.A., Economics, 3.8
Mark Lopez Mark Lopez's Charles Schwab & Co. Experience March 2003 - October 2004
Job Director at Kaiser Permanente IT
Industry Financial Services
Experience
Kaiser Permanente July 2014 - Present
Kaiser Permanente July 2013 - July 2014
Kaiser Permanente IT January 2012 - July 2013
Kaiser Permanente January 2011 - January 2012
Kaiser Permanente September 2009 - January 2011
Kaiser Permanente March 2008 - September 2009
L January 2007 - March 2008
Kaiser Permanente February 2006 - January 2007
Safeway November 2004 - February 2006
Charles Schwab & Co. March 2003 - October 2004
Skills
Financial Reporting, Valuation, Project Finance, Management, Analytics, Financial Analysis, Finance, Business Strategy, Managerial Finance, Access, Strategic Financial..., Financial Modeling, Project Planning, Forecasting, Analysis
Education
University of California, Davis - Graduate School of Management 2005 — 2008
Masters, Business Administration
UC Davis 1996 — 2000
BS, Managerial Economics
Kaiser Permanente July 2014 - Present
Kaiser Permanente July 2013 - July 2014
Kaiser Permanente IT January 2012 - July 2013
Kaiser Permanente January 2011 - January 2012
Kaiser Permanente September 2009 - January 2011
Kaiser Permanente March 2008 - September 2009
L January 2007 - March 2008
Kaiser Permanente February 2006 - January 2007
Safeway November 2004 - February 2006
Charles Schwab & Co. March 2003 - October 2004
Skills
Financial Reporting, Valuation, Project Finance, Management, Analytics, Financial Analysis, Finance, Business Strategy, Managerial Finance, Access, Strategic Financial..., Financial Modeling, Project Planning, Forecasting, Analysis
Education
University of California, Davis - Graduate School of Management 2005 — 2008
Masters, Business Administration
UC Davis 1996 — 2000
BS, Managerial Economics
Shari V Andrews Shari V Andrews's Charles Schwab & Co. Experience June 2000 - June 2001
Job Chief Executive Officer Florals by Shari
Industry Retail
Experience
Florals by Shari February 2012 - Present
Atlas Securities, Inc February 2006 - February 2007
Charles Schwab & Co. June 2000 - June 2001
Charles Schwab & Co April 1998 - June 2000
Thomson McKinnon Securities January 1984 - January 1984
Skills
Floral Design, Customer Service, Holidays, Sales, Customer Satisfaction, Team Building, Anniversaries, Flowers, Banking, Financial Advisory, Sales Management, Advertising, Leadership, Strategy, Management, Public Speaking, Social Media
Education
Golden Gate University 2002 — 2003
Business Administration and Management, General
Illinois State University 1974 — 1978
Bachelor of Science (B.S.), Mass Communication/Media Studies
Florals by Shari February 2012 - Present
Atlas Securities, Inc February 2006 - February 2007
Charles Schwab & Co. June 2000 - June 2001
Charles Schwab & Co April 1998 - June 2000
Thomson McKinnon Securities January 1984 - January 1984
Skills
Floral Design, Customer Service, Holidays, Sales, Customer Satisfaction, Team Building, Anniversaries, Flowers, Banking, Financial Advisory, Sales Management, Advertising, Leadership, Strategy, Management, Public Speaking, Social Media
Education
Golden Gate University 2002 — 2003
Business Administration and Management, General
Illinois State University 1974 — 1978
Bachelor of Science (B.S.), Mass Communication/Media Studies
Chris Feroz Chris Feroz's Charles Schwab & Co. Experience 1995 - 1996
Job Facta Research Inc.
Industry Market Research
Experience
Facta Research, Inc. September 2010 - Present
Ipsos MediaCT 2007 - 2009
Ipsos Insight 2005 - 2007
GfK Custom Research, Inc. 2001 - 2005
GfK Custom Research, Inc. 1998 - 2001
Custom Research, Inc. 1997 - 1998
Charles Schwab & Co. 1995 - 1996
Hillman Library, University of Pittsburgh 1992 - 1995
Skills
Marketing Research, Market Research, Customer Insight, Research, Project Management, Social Networking, SPSS, Consumer Behaviour, Business Development, Advertising Research, Focus Groups, Quantitative Research, Competitive Analysis, Consulting, Segmentation, Analysis, Primary Research, Qualitative Research, Competitive Intelligence, Market Analysis
Education
University of Pittsburgh 1991 — 1995
B.S., Psychology
Facta Research, Inc. September 2010 - Present
Ipsos MediaCT 2007 - 2009
Ipsos Insight 2005 - 2007
GfK Custom Research, Inc. 2001 - 2005
GfK Custom Research, Inc. 1998 - 2001
Custom Research, Inc. 1997 - 1998
Charles Schwab & Co. 1995 - 1996
Hillman Library, University of Pittsburgh 1992 - 1995
Skills
Marketing Research, Market Research, Customer Insight, Research, Project Management, Social Networking, SPSS, Consumer Behaviour, Business Development, Advertising Research, Focus Groups, Quantitative Research, Competitive Analysis, Consulting, Segmentation, Analysis, Primary Research, Qualitative Research, Competitive Intelligence, Market Analysis
Education
University of Pittsburgh 1991 — 1995
B.S., Psychology
Tim Catellier Tim Catellier's Charles Schwab & Co. Experience Manager, Customer SupportEntrada Software, Inc.2001 - 2003
Job Systems Administrator at Charles Schwab & Co
Industry Information Technology and Services
Experience
Charles Schwab & Co Manager, Customer SupportEntrada Software, Inc.2001 - 2003
Skills
VMware ESX, Red Hat Linux, Troubleshooting, High Availability, Disaster Recovery, AIX, Windows Server, Solaris, CentOS, Unix, VMware, Perl, DNS, Virtualization, Apache, Servers, Data Center, Operating Systems, System Administration, Shell Scripting, Linux System...
Education
Arizona State University 1986 — 1990
Charles Schwab & Co Manager, Customer SupportEntrada Software, Inc.2001 - 2003
Skills
VMware ESX, Red Hat Linux, Troubleshooting, High Availability, Disaster Recovery, AIX, Windows Server, Solaris, CentOS, Unix, VMware, Perl, DNS, Virtualization, Apache, Servers, Data Center, Operating Systems, System Administration, Shell Scripting, Linux System...
Education
Arizona State University 1986 — 1990
Natashia Campbell Natashia Campbell's Charles Schwab & Co. Experience February 2006 - December 2007
Job Project Management Professional
Industry Information Technology and Services
Experience
1st Financial Bank USA February 2013 - Present
Walmart Global eCommerce April 2011 - November 2012
Wells Fargo Family Wealth June 2009 - November 2010
Charles Schwab & Co. February 2006 - December 2007
Wells Fargo January 2005 - December 2005
Skills
Project Management, Process Improvement, Vendor Management, SDLC, PMO, Product Development, Agile Methodologies, Business Analysis, Agile Project Management, Program Management, Cross-functional Team..., Software Project..., Product Management, PMP
Education
University of California, Berkeley 1990 — 1996
BA
1st Financial Bank USA February 2013 - Present
Walmart Global eCommerce April 2011 - November 2012
Wells Fargo Family Wealth June 2009 - November 2010
Charles Schwab & Co. February 2006 - December 2007
Wells Fargo January 2005 - December 2005
Skills
Project Management, Process Improvement, Vendor Management, SDLC, PMO, Product Development, Agile Methodologies, Business Analysis, Agile Project Management, Program Management, Cross-functional Team..., Software Project..., Product Management, PMP
Education
University of California, Berkeley 1990 — 1996
BA
Renae Hillman Renae Hillman's Charles Schwab & Co. Experience September 1995 - June 2003
Job Security Program Coordinator
Industry Security and Investigations
Experience
MXB The Battery October 2013 - Present
Ross DD's Stores Inc. October 2013 - December 2013
A & K Security Inc November 2011 - October 2012
G4S Secure Solutions (USA) Inc. March 2009 - July 2011
Maxim Healthcare Services March 2008 - April 2009
USProtect 2004 - 2008
Charles Schwab & Co September 1995 - June 2003
Crocker National Bank/Bank of Tokyo 1977 - 1985
Skills
Banking, Payroll, Problem Solving, Retail, Analysis, Scheduling, Investments, Strategic Planning, Research, Customer Service, Customer Relations, Background Checks, Operations Management, Budgeting, Microsoft Office, Excel, Risk Management, Contract Negotiation, Supervisory Skills, Negotiation, Employee Relations, Investigations, Outlook, Administration, Process Improvement, PowerPoint, Word, Access, Accounting, Sales Management, Team Building, Benefits Administration, Business Strategy, Coaching, Team Leadership, Business Continuity, Change Management, Time Management, Program Management, Security, Government, Public Speaking, Compliance, Public Relations, Private Investigations, Management, Human Resources, Enforcement
Education
Contra Costa College 2013 — 2016
California Real Estate
Solano Community College 2013 — 2015
Associate's Degree, Business/Managerial Economics & Real Estate
California State University-East Bay
MXB The Battery October 2013 - Present
Ross DD's Stores Inc. October 2013 - December 2013
A & K Security Inc November 2011 - October 2012
G4S Secure Solutions (USA) Inc. March 2009 - July 2011
Maxim Healthcare Services March 2008 - April 2009
USProtect 2004 - 2008
Charles Schwab & Co September 1995 - June 2003
Crocker National Bank/Bank of Tokyo 1977 - 1985
Skills
Banking, Payroll, Problem Solving, Retail, Analysis, Scheduling, Investments, Strategic Planning, Research, Customer Service, Customer Relations, Background Checks, Operations Management, Budgeting, Microsoft Office, Excel, Risk Management, Contract Negotiation, Supervisory Skills, Negotiation, Employee Relations, Investigations, Outlook, Administration, Process Improvement, PowerPoint, Word, Access, Accounting, Sales Management, Team Building, Benefits Administration, Business Strategy, Coaching, Team Leadership, Business Continuity, Change Management, Time Management, Program Management, Security, Government, Public Speaking, Compliance, Public Relations, Private Investigations, Management, Human Resources, Enforcement
Education
Contra Costa College 2013 — 2016
California Real Estate
Solano Community College 2013 — 2015
Associate's Degree, Business/Managerial Economics & Real Estate
California State University-East Bay
Kevin Bruni Kevin Bruni's Charles Schwab & Co. Experience January 2001 - January 2006
Job Relationship Manager, Institutional Trust and Custody at Union Bank of California
Industry Financial Services
Experience
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
Aaron Linnen Aaron Linnen's Charles Schwab & Co. Experience June 2000 - August 2001
Job at Hayden Street LLC
Industry Financial Services
Experience
Hayden Street LLC April 2008 - Present
JP MORGAN Credit Derivatives April 2006 - December 2007
JPMorgan Chase April 2005 - April 2006
Charles Schwab & Co June 2000 - August 2001
Skills
Credit Derivatives, Fixed Income, Interest Rate..., Bloomberg, Options, Capital Markets, Equities, Financial Markets, Securities, Investment Banking
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance and Information Systems
Arizona State University
B.S, Finance
Hayden Street LLC April 2008 - Present
JP MORGAN Credit Derivatives April 2006 - December 2007
JPMorgan Chase April 2005 - April 2006
Charles Schwab & Co June 2000 - August 2001
Skills
Credit Derivatives, Fixed Income, Interest Rate..., Bloomberg, Options, Capital Markets, Equities, Financial Markets, Securities, Investment Banking
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance and Information Systems
Arizona State University
B.S, Finance
Shawna M Foster Shawna M Foster's Charles Schwab & Co. Experience May 1999 - June 2000
Job
Industry Marketing and Advertising
Experience
Professional Educational Services Grp October 2012 - June 2015
CAbi, Carol Anderson by invitation January 2009 - December 2012
SMF Squared January 2009 - August 2012
GreenPoint Mortgage, a Division of Capital One June 2000 - December 2007
Charles Schwab & Co. May 1999 - June 2000
SBC Communications (now AT&T) May 1986 - May 1999
Skills
Social Media Marketing, Marketing Strategy, Marketing Communications, Event Planning, Event Management, Corporate Events, Integrated Marketing, Marketing, Human Resources, Strategy, Leadership, Management, Strategic Planning, Selling, Analysis, Training, Social Networking, Competitive Analysis, Brand Development, Advertising, Sales, New Business Development
Education
University of San Francisco - School of Management 1996 — 1998
MBA, International Business
University of California, Berkeley 1978 — 1983
BA, Political Science - International Relations, Minor in Accounting
Professional Educational Services Grp October 2012 - June 2015
CAbi, Carol Anderson by invitation January 2009 - December 2012
SMF Squared January 2009 - August 2012
GreenPoint Mortgage, a Division of Capital One June 2000 - December 2007
Charles Schwab & Co. May 1999 - June 2000
SBC Communications (now AT&T) May 1986 - May 1999
Skills
Social Media Marketing, Marketing Strategy, Marketing Communications, Event Planning, Event Management, Corporate Events, Integrated Marketing, Marketing, Human Resources, Strategy, Leadership, Management, Strategic Planning, Selling, Analysis, Training, Social Networking, Competitive Analysis, Brand Development, Advertising, Sales, New Business Development
Education
University of San Francisco - School of Management 1996 — 1998
MBA, International Business
University of California, Berkeley 1978 — 1983
BA, Political Science - International Relations, Minor in Accounting
Zach Cartozian Zach Cartozian's Charles Schwab & Co. Experience September 1999 - March 2000
Job Technology Business Management Analyst at Aetna
Industry Information Technology and Services
Experience
Aetna December 2013 - Present
Coventry Health Care October 2010 - Present
Z-Tech Partners March 2008 - October 2010
Safeway November 2006 - March 2008
Z-Tech Partners January 2002 - October 2006
Walmart.com March 2000 - November 2001
Charles Schwab & Co September 1999 - March 2000
@once June 1998 - September 1999
Softbank Forums October 1996 - May 1998
Gap April 1992 - October 1996
Skills
Vendor Management, ITIL, Budgeting, IT Service Management, Business Analysis, Program Management, Budgets, Management, Enterprise Architecture, Process Improvement, Enterprise Software, Unix, Software Development, IT Strategy, Databases, Leadership, IT Management, SDLC, Start-ups, Windows Server, Networking, E-commerce, Consulting
Education
Carnegie Mellon University 1966 — 1972
BS Mechanical Engineering & BS Industrial Administration, BS Mechanical Engineering
White Plains High School 1963 — 1966
Aetna December 2013 - Present
Coventry Health Care October 2010 - Present
Z-Tech Partners March 2008 - October 2010
Safeway November 2006 - March 2008
Z-Tech Partners January 2002 - October 2006
Walmart.com March 2000 - November 2001
Charles Schwab & Co September 1999 - March 2000
@once June 1998 - September 1999
Softbank Forums October 1996 - May 1998
Gap April 1992 - October 1996
Skills
Vendor Management, ITIL, Budgeting, IT Service Management, Business Analysis, Program Management, Budgets, Management, Enterprise Architecture, Process Improvement, Enterprise Software, Unix, Software Development, IT Strategy, Databases, Leadership, IT Management, SDLC, Start-ups, Windows Server, Networking, E-commerce, Consulting
Education
Carnegie Mellon University 1966 — 1972
BS Mechanical Engineering & BS Industrial Administration, BS Mechanical Engineering
White Plains High School 1963 — 1966
Kevin Crowley CFP® AIF® Kevin Crowley CFP® AIF®'s Charles Schwab & Co. Experience December 1999 - May 2003
Job Investment Advisor at Flatiron Financial Group
Industry Financial Services
Experience
Flatiron Financial Group January 2008 - Present
Jefferson Pilot Securities May 2003 - January 2008
Charles Schwab & Co December 1999 - May 2003
Scudder Investments 1997 - 1999
Skills
Retirement Planning, Investments, Strategic Financial..., Securities, Estate Planning, Retirement, Investment Management, Financial Advisory, Financial Services, FINRA, Strategy, Personal Finance, Certified Financial..., Wealth Management, Series 63, 401k, Mutual Funds, Asset Allocation, Series 7, Series 65
Education
Merrimack College 2000 — 2002
Certificate in Financial Planning
Saint Anselm College 1991 — 1995
BA, Business
Saint Johns Prep 1987 — 1991
Flatiron Financial Group January 2008 - Present
Jefferson Pilot Securities May 2003 - January 2008
Charles Schwab & Co December 1999 - May 2003
Scudder Investments 1997 - 1999
Skills
Retirement Planning, Investments, Strategic Financial..., Securities, Estate Planning, Retirement, Investment Management, Financial Advisory, Financial Services, FINRA, Strategy, Personal Finance, Certified Financial..., Wealth Management, Series 63, 401k, Mutual Funds, Asset Allocation, Series 7, Series 65
Education
Merrimack College 2000 — 2002
Certificate in Financial Planning
Saint Anselm College 1991 — 1995
BA, Business
Saint Johns Prep 1987 — 1991
Dave Chambers's Charles Schwab & Co. Experience February 1999 - February 2000
Job President and Lead Consultant
Industry Food & Beverages
Experience
WME, Inc. January 2005 - Present
Tastes of the Valleys - Multi-Channel Wine Retail September 2006 - January 2009
Bonny Doon Vineyard June 2002 - January 2005
Direct Customer Access May 2001 - January 2005
BlueLight.com February 2000 - May 2001
Charles Schwab & Co February 1999 - February 2000
Charles Schwab & Co October 1996 - February 1999
California State Automobile Assn 1994 - 1996
Various 1980 - 1994
Claritas Solutions Limited 1988 - 1990
Skills
Professional Mentoring, Email Marketing, Online Marketing, Direct Marketing, Wine Education, Integrated Marketing, Marketing, Wine List Development, Wine Collecting, Marketing Strategy, Strategy, Social Media Marketing, CRM, Mobile Marketing, Marketing Communications, Customer Acquisition, Social Media, Competitive Analysis, Leadership, Public Speaking, Management, SEO, Multi-channel Marketing, Affiliate Marketing, Database Marketing, Digital Marketing, Retail, Relationship Marketing, Direct Mail, Web Marketing, Strategic Partnerships, Customer Insight, Copywriting, E-commerce, Lead Generation, Sales, B2B, Strategic Communications, Web Analytics, Segmentation, Creative Direction, B2B Marketing, Loyalty Marketing, Blogging, Demographic Analysis, Market Research, Winery Relations
Education
San Diego State University 1979 — 1982
Graduate Work, Business Management
San Diego State University 1975 — 1979
BS, Business, Marketing Emphasis
San Francisco State University 1994 — 1995
Executive Program, Multi-Media Studies
Dundee Community High School
WME, Inc. January 2005 - Present
Tastes of the Valleys - Multi-Channel Wine Retail September 2006 - January 2009
Bonny Doon Vineyard June 2002 - January 2005
Direct Customer Access May 2001 - January 2005
BlueLight.com February 2000 - May 2001
Charles Schwab & Co February 1999 - February 2000
Charles Schwab & Co October 1996 - February 1999
California State Automobile Assn 1994 - 1996
Various 1980 - 1994
Claritas Solutions Limited 1988 - 1990
Skills
Professional Mentoring, Email Marketing, Online Marketing, Direct Marketing, Wine Education, Integrated Marketing, Marketing, Wine List Development, Wine Collecting, Marketing Strategy, Strategy, Social Media Marketing, CRM, Mobile Marketing, Marketing Communications, Customer Acquisition, Social Media, Competitive Analysis, Leadership, Public Speaking, Management, SEO, Multi-channel Marketing, Affiliate Marketing, Database Marketing, Digital Marketing, Retail, Relationship Marketing, Direct Mail, Web Marketing, Strategic Partnerships, Customer Insight, Copywriting, E-commerce, Lead Generation, Sales, B2B, Strategic Communications, Web Analytics, Segmentation, Creative Direction, B2B Marketing, Loyalty Marketing, Blogging, Demographic Analysis, Market Research, Winery Relations
Education
San Diego State University 1979 — 1982
Graduate Work, Business Management
San Diego State University 1975 — 1979
BS, Business, Marketing Emphasis
San Francisco State University 1994 — 1995
Executive Program, Multi-Media Studies
Dundee Community High School
Rachel Beauvais's Charles Schwab & Co. Experience October 2009 - September 2010
Job Customer Success Manager at Iris PR Software
Industry Computer Software
Experience
Iris PR Software August 2015 - Present
Iris PR Software January 2014 - Present
SAP October 2011 - January 2014
bluemedia September 2010 - October 2011
Charles Schwab & Co October 2009 - September 2010
Country Financial August 2008 - August 2009
PetSmart, Inc September 2006 - June 2008
Brown & Brown Chevrolet April 2003 - September 2006
Cardinal State, Inc August 2002 - August 2005
Skills
Public Relations, Marketing Communications, Marketing, CRM, Sales, Account Management, Lead Generation, Customer Service, Management, Salesforce.com, Marketing Strategy, Solution Selling, Strategic Planning, Business Development, Competitive Analysis, Advertising, Cold Calling, Sales Process, Training, Leadership, Team Building, Sales Management, New Business Development, Microsoft Office, Networking, Direct Sales, SaaS, Microsoft Excel, Project Management, Microsoft Word, Forecasting, Customer Satisfaction, Selling, Insurance
Education
Arizona State University 2002 — 2006
Bachelors, Psychology, 4,0
Dobson High School 1999 — 2002
Scholastic Diploma, General, 4.33
Iris PR Software August 2015 - Present
Iris PR Software January 2014 - Present
SAP October 2011 - January 2014
bluemedia September 2010 - October 2011
Charles Schwab & Co October 2009 - September 2010
Country Financial August 2008 - August 2009
PetSmart, Inc September 2006 - June 2008
Brown & Brown Chevrolet April 2003 - September 2006
Cardinal State, Inc August 2002 - August 2005
Skills
Public Relations, Marketing Communications, Marketing, CRM, Sales, Account Management, Lead Generation, Customer Service, Management, Salesforce.com, Marketing Strategy, Solution Selling, Strategic Planning, Business Development, Competitive Analysis, Advertising, Cold Calling, Sales Process, Training, Leadership, Team Building, Sales Management, New Business Development, Microsoft Office, Networking, Direct Sales, SaaS, Microsoft Excel, Project Management, Microsoft Word, Forecasting, Customer Satisfaction, Selling, Insurance
Education
Arizona State University 2002 — 2006
Bachelors, Psychology, 4,0
Dobson High School 1999 — 2002
Scholastic Diploma, General, 4.33
Kristine Gaa's Charles Schwab & Co. Experience March 2004 - December 2008
Job Strategic Production Coordinator, Corporate Strategy at Mattel
Industry Consumer Goods
Experience
Mattel May 2012 - Present
C.A. Walker Research Solutions, Inc. December 2010 - May 2012
Heritage Housing Partners March 2009 - August 2011
Charles Schwab & Co March 2004 - December 2008
Levi Strauss & Co. March 2003 - 2004
McKinsey & Company December 1999 - 2003
Skills
Urban Planning, Microsoft Office, Microsoft Excel, Illustrator, Microsoft Word, Project Planning, Editing, Research, Project Management, Graphic Design, InDesign, PowerPoint, Adobe Creative Suite, Data Analysis, Photoshop, Marketing Strategy, Event Planning, Adobe Acrobat, Social Networking, Social Media, Public Speaking, Marketing Communications, Social Media Marketing, Analysis, Community Outreach, Facebook, Blogging, Time Management, Teamwork, Community Development, Market Research, Photography, AutoCAD, Marketing, Leadership, Business Strategy, Outlook, Public Relations, Newsletters, Advertising, Proposal Writing
Education
California State Polytechnic University-Pomona 2007 — 2009
Bachelors of Science, Urban and Regional Planning
Mattel May 2012 - Present
C.A. Walker Research Solutions, Inc. December 2010 - May 2012
Heritage Housing Partners March 2009 - August 2011
Charles Schwab & Co March 2004 - December 2008
Levi Strauss & Co. March 2003 - 2004
McKinsey & Company December 1999 - 2003
Skills
Urban Planning, Microsoft Office, Microsoft Excel, Illustrator, Microsoft Word, Project Planning, Editing, Research, Project Management, Graphic Design, InDesign, PowerPoint, Adobe Creative Suite, Data Analysis, Photoshop, Marketing Strategy, Event Planning, Adobe Acrobat, Social Networking, Social Media, Public Speaking, Marketing Communications, Social Media Marketing, Analysis, Community Outreach, Facebook, Blogging, Time Management, Teamwork, Community Development, Market Research, Photography, AutoCAD, Marketing, Leadership, Business Strategy, Outlook, Public Relations, Newsletters, Advertising, Proposal Writing
Education
California State Polytechnic University-Pomona 2007 — 2009
Bachelors of Science, Urban and Regional Planning
Christina Fuentealba's Charles Schwab & Co. Experience June 2006 - September 2007
Job Senior Product Manager at Marketo
Industry Computer Software
Experience
Marketo June 2015 - Present
InsideView, Inc October 2011 - June 2015
Communispace June 2011 - August 2011
LeveragePoint Innovations Inc. March 2010 - June 2011
Safeway Inc September 2007 - December 2009
Charles Schwab & Co June 2006 - September 2007
AT&T April 2003 - June 2006
Skills
Product Management, Agile Methodologies, Analytics, Competitive Analysis, Market Research, Management, Analysis, Cross-functional Team..., Strategy, Enterprise Software, Business Analysis, Product Development, Online Marketing, SaaS, Product Marketing, CRM, Business Intelligence, Databases, Entrepreneurship, Data Warehousing, Marketing Strategy, Project Management, InsideView, Leadership, Salesforce.com, Cloud Computing, Quality Assurance, SEO
Education
Boston University - School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Marketing and Strategy
California Polytechnic State University 1998 — 2002
B.S Business Administration, Management Information Systems
Marketo June 2015 - Present
InsideView, Inc October 2011 - June 2015
Communispace June 2011 - August 2011
LeveragePoint Innovations Inc. March 2010 - June 2011
Safeway Inc September 2007 - December 2009
Charles Schwab & Co June 2006 - September 2007
AT&T April 2003 - June 2006
Skills
Product Management, Agile Methodologies, Analytics, Competitive Analysis, Market Research, Management, Analysis, Cross-functional Team..., Strategy, Enterprise Software, Business Analysis, Product Development, Online Marketing, SaaS, Product Marketing, CRM, Business Intelligence, Databases, Entrepreneurship, Data Warehousing, Marketing Strategy, Project Management, InsideView, Leadership, Salesforce.com, Cloud Computing, Quality Assurance, SEO
Education
Boston University - School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Marketing and Strategy
California Polytechnic State University 1998 — 2002
B.S Business Administration, Management Information Systems
Peter Ortiz's Charles Schwab & Co. Experience January 2008 - March 2008
Job Business Services SpecialistUniversity of California Police Department, Berkeley
Industry Information Technology and Services
Experience
UC Berkeley November 2013 - Present
Wells Fargo November 2012 - August 2013
Bank of America October 2011 - October 2012
Wells Fargo November 2009 - June 2011
Veteran's Affairs Regional Office-Fiscal Resource Mgmt. Div. March 2009 - October 2009
Bank of America April 2008 - January 2009
Charles Schwab & Co. January 2008 - March 2008
Securities and Exchange Commission-San Francisco Regional Office September 2000 - March 2007
US Air Force May 1990 - December 2006
United States Army Reserve December 1984 - May 1990
Skills
Finance, Account Reconciliation, Accounting, Management, Auditing, Banking, Budgets, Access, Human Resources, Leadership, Analysis, Financial Services, Customer Service, Microsoft Excel, Payroll, Financial Analysis, Process Improvement, CRM, Project Management
Education
University of California, Berkeley 2015 — 2017
UC Berkeley Extension Certificate Program in ACCOUNTING
Laney College 2008 — 2011
Accounting, Accounting/Business
UC Berkeley November 2013 - Present
Wells Fargo November 2012 - August 2013
Bank of America October 2011 - October 2012
Wells Fargo November 2009 - June 2011
Veteran's Affairs Regional Office-Fiscal Resource Mgmt. Div. March 2009 - October 2009
Bank of America April 2008 - January 2009
Charles Schwab & Co. January 2008 - March 2008
Securities and Exchange Commission-San Francisco Regional Office September 2000 - March 2007
US Air Force May 1990 - December 2006
United States Army Reserve December 1984 - May 1990
Skills
Finance, Account Reconciliation, Accounting, Management, Auditing, Banking, Budgets, Access, Human Resources, Leadership, Analysis, Financial Services, Customer Service, Microsoft Excel, Payroll, Financial Analysis, Process Improvement, CRM, Project Management
Education
University of California, Berkeley 2015 — 2017
UC Berkeley Extension Certificate Program in ACCOUNTING
Laney College 2008 — 2011
Accounting, Accounting/Business
Terry Schwinghammer Terry Schwinghammer's Charles Schwab & Co. Experience December 1995 - November 2004
Job
Industry Newspapers
Experience
Greene County Daily World August 2014 - Present
CTB/McGraw-Hill 2005 - 2013
Indianapolis Teaching Fellows Program February 2010 - August 2010
Charles Schwab & Co December 1995 - November 2004
Army and Air Force Exchange Services February 1988 - May 1989
Army and Air Force Exchange Services March 1985 - February 1988
Skills
Writing, Training, Management
Education
Indiana State University
BS, Accounting
University of Southern California
MS, Systems Management
Greene County Daily World August 2014 - Present
CTB/McGraw-Hill 2005 - 2013
Indianapolis Teaching Fellows Program February 2010 - August 2010
Charles Schwab & Co December 1995 - November 2004
Army and Air Force Exchange Services February 1988 - May 1989
Army and Air Force Exchange Services March 1985 - February 1988
Skills
Writing, Training, Management
Education
Indiana State University
BS, Accounting
University of Southern California
MS, Systems Management
Marie-France St-Pierre, MBA's Charles Schwab & Co. Experience 2004 - 2005
Job Sr. Test Lead Linguistic Software at SDL plc
Industry Financial Services
Experience
SDL plc July 2015 - Present
SDL International May 2015 - Present
Marie's Furry Buddies, LLC May 2015 - Present
TIAA-CREF May 2014 - March 2015
Envestnet Asset Management November 2010 - May 2014
Envestnet Asset Management July 2006 - November 2010
LPL May 2005 - July 2006
Charles Schwab & Co 2004 - 2005
LPL (Headquarters) December 2000 - May 2003
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Equities, Series 63, Trading, Fixed Income, Analysis, Investment Advisory, Alternative Investments, Risk Management, Derivatives, Bloomberg, Financial Services, Banking, Investment Strategies
Education
University of Denver 2004 — 2006
MBA, Finance
Université de Montréal 1991 — 1994
B. A., East Asian Studies and Political Sc.
McGill University 1987 — 1991
B. Sc, Microbiology & Immunology
SDL plc July 2015 - Present
SDL International May 2015 - Present
Marie's Furry Buddies, LLC May 2015 - Present
TIAA-CREF May 2014 - March 2015
Envestnet Asset Management November 2010 - May 2014
Envestnet Asset Management July 2006 - November 2010
LPL May 2005 - July 2006
Charles Schwab & Co 2004 - 2005
LPL (Headquarters) December 2000 - May 2003
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Equities, Series 63, Trading, Fixed Income, Analysis, Investment Advisory, Alternative Investments, Risk Management, Derivatives, Bloomberg, Financial Services, Banking, Investment Strategies
Education
University of Denver 2004 — 2006
MBA, Finance
Université de Montréal 1991 — 1994
B. A., East Asian Studies and Political Sc.
McGill University 1987 — 1991
B. Sc, Microbiology & Immunology
David Thomforde David Thomforde's Charles Schwab & Co. Experience May 2008 - April 2009
Job Client Service Associate at JP Morgan Private Wealth Management
Industry Financial Services
Experience
JP Morgan Private Wealth Management February 2010 - Present
Charles Schwab & Co May 2008 - April 2009
Charles Schwab & Co May 2006 - May 2008
Charles Schwab & Co August 1999 - May 2006
United States Marine Corps June 1986 - November 1993
Skills
Series 7, Securities, Equities, Mutual Funds, Customer Relations, Process Improvement, Problem Solving, Risk Management, Analysis, Documentation, Business Analysis, Customer Service, Banking, Software Documentation, Investments, Fixed Income, Finance, Series 63, Portfolio Management, Financial Services
Education
Arizona State University - W. P. Carey School of Business 1996 — 1999
B.S., Finance
JP Morgan Private Wealth Management February 2010 - Present
Charles Schwab & Co May 2008 - April 2009
Charles Schwab & Co May 2006 - May 2008
Charles Schwab & Co August 1999 - May 2006
United States Marine Corps June 1986 - November 1993
Skills
Series 7, Securities, Equities, Mutual Funds, Customer Relations, Process Improvement, Problem Solving, Risk Management, Analysis, Documentation, Business Analysis, Customer Service, Banking, Software Documentation, Investments, Fixed Income, Finance, Series 63, Portfolio Management, Financial Services
Education
Arizona State University - W. P. Carey School of Business 1996 — 1999
B.S., Finance
Israel Soliz's Charles Schwab & Co. Experience January 2006 - December 2008
Job Magaging Lead Generation Through Inbound Marketing, Content Marketing and Social Media Management
Industry Marketing and Advertising
Experience
Soliz SEO July 2014 - Present
Doc Octagon December 2013 - September 2014
GlobalGrind.com May 2010 - June 2013
Out In The City September 2012 - March 2013
Associated Creditors Exchange September 2010 - November 2011
Farr Financial January 2009 - August 2010
Charles Schwab & Co January 2006 - December 2008
Skills
Feature Writing, Social Media, Blogging, Social Media Marketing, Digital Media, Sports Writing, Pop Culture, Politics, Ghostwriting, Writing, Blog Management, Twitter, tumblr, Wordpress, Copywriting, Press Releases, Web Content, Tumblr, Feature Articles, Social Networking, Media Relations, Online Marketing, Public Relations, Editing, Creative Writing, Television, Magazines, Content Strategy, Publicity, Video, SEO, Blogger, Facebook, Journalism, New Media
Education
California State University-San Bernardino 2001 — 2003
Business Administration, Finance
Soliz SEO July 2014 - Present
Doc Octagon December 2013 - September 2014
GlobalGrind.com May 2010 - June 2013
Out In The City September 2012 - March 2013
Associated Creditors Exchange September 2010 - November 2011
Farr Financial January 2009 - August 2010
Charles Schwab & Co January 2006 - December 2008
Skills
Feature Writing, Social Media, Blogging, Social Media Marketing, Digital Media, Sports Writing, Pop Culture, Politics, Ghostwriting, Writing, Blog Management, Twitter, tumblr, Wordpress, Copywriting, Press Releases, Web Content, Tumblr, Feature Articles, Social Networking, Media Relations, Online Marketing, Public Relations, Editing, Creative Writing, Television, Magazines, Content Strategy, Publicity, Video, SEO, Blogger, Facebook, Journalism, New Media
Education
California State University-San Bernardino 2001 — 2003
Business Administration, Finance
Dennis Clark's Charles Schwab & Co. Experience January 1989 - March 2000
Job Managing Director at Shelton Capital Management
Industry Financial Services
Experience
Shelton Capital Management January 2011 - Present
Advisor Partners, LLC June 2001 - January 2011
Charles Schwab & Co. January 1989 - March 2000
Education
University of Oregon 1977 — 1982
B.S., Finance
Shelton Capital Management January 2011 - Present
Advisor Partners, LLC June 2001 - January 2011
Charles Schwab & Co. January 1989 - March 2000
Education
University of Oregon 1977 — 1982
B.S., Finance
Chet Wilganowski Chet Wilganowski's Charles Schwab & Co. Experience January 2009 - August 2010
Job Senior Business Analyst, Strategy
Industry Semiconductors
Experience
Maxim Integrated September 2011 - Present
Charles Schwab & Co. January 2009 - August 2010
Skills
Supply Chain Management, Project Management, Strategy, Process Improvement, Project Planning, Vendor Management, Forecasting, Business Process..., Cross-functional Team..., Business Strategy, Production Planning, PowerPoint, Outlook, Analysis, Supply Chain, MS Office 2010: Excel,..., SQL - Toad for Oracle, Business Objects..., Xclesius 2008, Windows XP, Vista & 7, Tableau, Salesforce.com, Strategic Planning, Capacity Planning, Product Discontinuance..., Web Project Management, Inventory Management, Business Process Design, Change Management, Manufacturing, SQL
Education
Auburn University, Samuel Ginn College of Engineering
Master of Engineering (MEng), Industrial & Systems Engineering
Auburn University, Harbert Business School
Master of Business Administration (M.B.A.), Strategic Management & Finance
Texas A&M University
Maxim Integrated September 2011 - Present
Charles Schwab & Co. January 2009 - August 2010
Skills
Supply Chain Management, Project Management, Strategy, Process Improvement, Project Planning, Vendor Management, Forecasting, Business Process..., Cross-functional Team..., Business Strategy, Production Planning, PowerPoint, Outlook, Analysis, Supply Chain, MS Office 2010: Excel,..., SQL - Toad for Oracle, Business Objects..., Xclesius 2008, Windows XP, Vista & 7, Tableau, Salesforce.com, Strategic Planning, Capacity Planning, Product Discontinuance..., Web Project Management, Inventory Management, Business Process Design, Change Management, Manufacturing, SQL
Education
Auburn University, Samuel Ginn College of Engineering
Master of Engineering (MEng), Industrial & Systems Engineering
Auburn University, Harbert Business School
Master of Business Administration (M.B.A.), Strategic Management & Finance
Texas A&M University
Ei-Mang Wu's Charles Schwab & Co. Experience August 1999 - March 2006
Job Experienced Product Management leader at Marketo
Industry Computer Software
Experience
Marketo January 2012 - Present
Financial Engines April 2006 - December 2011
Charles Schwab & Co. August 1999 - March 2006
Intel Corporation June 1998 - August 1998
Intel Corporation August 1994 - June 1997
Skills
Cross-functional Team..., Product Management, People Management, Strategic Planning, Customer Insight, Market Research, Customer Experience, Data Analysis, Personal Development, SaaS, Analytics, Marketing Automation, Agile Methodologies, Customer Acquisition, Customer Retention, Management, Business Planning, Business Strategy, Start-ups, Email Marketing, Strategy, Competitive Analysis, Communication Training, Lead Generation, Marketing Strategy, Leadership, Marketing, Segmentation, Product Development, Project Management, Strategic Partnerships, CRM, Team Management, E-commerce, Enterprise Software, Analysis, Executive Management, Go-to-market Strategy, Cloud Computing, Forecasting, Salesforce.com, Product Launch, Mobile Devices, Demand Generation, Sales, Business Intelligence, Mobile Applications, Product Lifecycle..., Sales Enablement, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
University of California, Berkeley
BS, Electrical Engineering & Computer Science
Marketo January 2012 - Present
Financial Engines April 2006 - December 2011
Charles Schwab & Co. August 1999 - March 2006
Intel Corporation June 1998 - August 1998
Intel Corporation August 1994 - June 1997
Skills
Cross-functional Team..., Product Management, People Management, Strategic Planning, Customer Insight, Market Research, Customer Experience, Data Analysis, Personal Development, SaaS, Analytics, Marketing Automation, Agile Methodologies, Customer Acquisition, Customer Retention, Management, Business Planning, Business Strategy, Start-ups, Email Marketing, Strategy, Competitive Analysis, Communication Training, Lead Generation, Marketing Strategy, Leadership, Marketing, Segmentation, Product Development, Project Management, Strategic Partnerships, CRM, Team Management, E-commerce, Enterprise Software, Analysis, Executive Management, Go-to-market Strategy, Cloud Computing, Forecasting, Salesforce.com, Product Launch, Mobile Devices, Demand Generation, Sales, Business Intelligence, Mobile Applications, Product Lifecycle..., Sales Enablement, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
University of California, Berkeley
BS, Electrical Engineering & Computer Science
Helen Chao Helen Chao's Charles Schwab & Co. Experience October 1997 - February 2001
Job Corporate Recruiter
Industry Staffing and Recruiting
Experience
Demandbase June 2013 - Present
Hire Right Consulting March 2013 - Present
Capital Asset Exchange & Trading, LLC September 2012 - March 2013
Clinical Management Consultants April 2011 - September 2012
Jumpstart for Young Children January 2007 - April 2011
District 4 Toastmasters October 2005 - April 2011
Chinatown Community Children Center August 2004 - January 2007
Chinatown Community Development Center July 2004 - January 2007
AmeriCorps September 2003 - May 2004
Charles Schwab & Co October 1997 - February 2001
Skills
Public Speaking, Recruiting, College Recruiting, Sales, Management, Account Management, Talent Acquisition, Rock Climbing, Teaching, Community Outreach, Event Planning, Social Media, Non-profits, Leadership Development, Interviews, Social Media Marketing, Leadership, Nonprofits, Training, Marketing, Customer Service, Event Management, Advertising, Time Management, Team Leadership, Social Networking, Business Development, Cold Calling, Project Management, Facebook, Microsoft Office, Staff Development, Editing, Coaching, Sourcing, Performance Management, Employee Relations, Budgets, Strategic Planning, Talent Management, Fundraising, Start-ups
Education
San Francisco State University
B.A, English Literature
Demandbase June 2013 - Present
Hire Right Consulting March 2013 - Present
Capital Asset Exchange & Trading, LLC September 2012 - March 2013
Clinical Management Consultants April 2011 - September 2012
Jumpstart for Young Children January 2007 - April 2011
District 4 Toastmasters October 2005 - April 2011
Chinatown Community Children Center August 2004 - January 2007
Chinatown Community Development Center July 2004 - January 2007
AmeriCorps September 2003 - May 2004
Charles Schwab & Co October 1997 - February 2001
Skills
Public Speaking, Recruiting, College Recruiting, Sales, Management, Account Management, Talent Acquisition, Rock Climbing, Teaching, Community Outreach, Event Planning, Social Media, Non-profits, Leadership Development, Interviews, Social Media Marketing, Leadership, Nonprofits, Training, Marketing, Customer Service, Event Management, Advertising, Time Management, Team Leadership, Social Networking, Business Development, Cold Calling, Project Management, Facebook, Microsoft Office, Staff Development, Editing, Coaching, Sourcing, Performance Management, Employee Relations, Budgets, Strategic Planning, Talent Management, Fundraising, Start-ups
Education
San Francisco State University
B.A, English Literature
Ruel Bowman Ruel Bowman's Charles Schwab & Co. Experience January 1992 - January 2001
Job Owner at PR Data Solutions, LLC
Industry Information Technology and Services
Experience
PR Data Solutions, LLC January 2010 - Present
PR Data Solutions, LLC January 2010 - Present
PR Data Solutions, LLC January 2010 - Present
Ozarks Technical Community College January 2008 - Present
Pension Consultants, Inc. January 2005 - January 2008
Crowder College January 2003 - January 2005
Charles Schwab & Co January 1992 - January 2001
US Army January 1971 - January 1991
Skills
Financial Analysis, Financial Markets, Issues Managment, Office Administration, Investments, Business Planning, Management, Marketing
Education
Embry-Riddle Aeronautical University 1983 — 1985
Master of Business Administration (MBA)
Southern Illinois University, Carbondale 1980 — 1983
Bachelor of Science (BS), Healthcare Administration
Embry-Riddle Aeronautical University
Master of Business Administration
Southern Illinois University
Bachelor of Science, Health Care Administration
PR Data Solutions, LLC January 2010 - Present
PR Data Solutions, LLC January 2010 - Present
PR Data Solutions, LLC January 2010 - Present
Ozarks Technical Community College January 2008 - Present
Pension Consultants, Inc. January 2005 - January 2008
Crowder College January 2003 - January 2005
Charles Schwab & Co January 1992 - January 2001
US Army January 1971 - January 1991
Skills
Financial Analysis, Financial Markets, Issues Managment, Office Administration, Investments, Business Planning, Management, Marketing
Education
Embry-Riddle Aeronautical University 1983 — 1985
Master of Business Administration (MBA)
Southern Illinois University, Carbondale 1980 — 1983
Bachelor of Science (BS), Healthcare Administration
Embry-Riddle Aeronautical University
Master of Business Administration
Southern Illinois University
Bachelor of Science, Health Care Administration
Gabrielle Metcalf's Charles Schwab & Co. Experience October 1995 - March 1998
Job Underwriting Assistant at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance September 2013 - Present
ACS Human Services LLC, A Xerox Company December 2007 - January 2013
Starbucks Coffee September 2006 - December 2007
IUPUI August 2004 - December 2006
Indiana State Museum September 2004 - May 2005
Innovative Staffing November 2002 - May 2003
The Hartford October 2001 - November 2002
Bankers Conseco Life Insurance Company October 2000 - August 2001
C.H. Metcalf Realty March 1998 - February 2001
Charles Schwab & Co October 1995 - March 1998
Skills
Microsoft Word, Microsoft Excel, Oral & Written..., Written & Oral..., Quality Assurance, Sales, Analysis, Call Centers, Time Management, Management, Customer Service, Coaching, Data Entry
Education
Indiana University-Purdue University at Indianapolis
French Language and Literature
Liberty Mutual Insurance September 2013 - Present
ACS Human Services LLC, A Xerox Company December 2007 - January 2013
Starbucks Coffee September 2006 - December 2007
IUPUI August 2004 - December 2006
Indiana State Museum September 2004 - May 2005
Innovative Staffing November 2002 - May 2003
The Hartford October 2001 - November 2002
Bankers Conseco Life Insurance Company October 2000 - August 2001
C.H. Metcalf Realty March 1998 - February 2001
Charles Schwab & Co October 1995 - March 1998
Skills
Microsoft Word, Microsoft Excel, Oral & Written..., Written & Oral..., Quality Assurance, Sales, Analysis, Call Centers, Time Management, Management, Customer Service, Coaching, Data Entry
Education
Indiana University-Purdue University at Indianapolis
French Language and Literature
Travis Ranville Travis Ranville's Charles Schwab & Co. Experience April 2006 - October 2010
Job Retirement Business Services Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2010 - Present
Charles Schwab & Co. April 2006 - October 2010
INVESTIGATIVE RESEARCH, INC January 2003 - January 2006
Skills
Financial Advisory, Retirement Planning, Series 7, Retirement, Mutual Funds
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Western Michigan University 1998 — 2002
Bachelor of Science (BS), Criminal Justice/Police Science
Charles Schwab October 2010 - Present
Charles Schwab & Co. April 2006 - October 2010
INVESTIGATIVE RESEARCH, INC January 2003 - January 2006
Skills
Financial Advisory, Retirement Planning, Series 7, Retirement, Mutual Funds
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Western Michigan University 1998 — 2002
Bachelor of Science (BS), Criminal Justice/Police Science
James J. Tully III, CFP® James J. Tully III, CFP®'s Charles Schwab & Co. Experience November 1996 - December 2002
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Randi Keppeler Randi Keppeler's Charles Schwab & Co. Experience 2000 - March 2010
Job
Industry Information Technology and Services
Experience
Verizon September 2014 - Present
Microsoft February 2013 - July 2014
YottMark, Inc December 2011 - February 2013
Microsoft Corporation March 2010 - November 2011
Charles Schwab & Co 2000 - March 2010
Bank of America 1996 - 2000
Bank of America 1994 - 1996
Skills
Microsoft SQL Server, Database Design, SQL, Disaster Recovery, Databases, Cloud Computing, Business Intelligence, Data Warehousing, Performance Tuning, Linux, Agile Methodologies, High Availability, Enterprise Software, ITIL, Enterprise Architecture, SSRS, SDLC, Perl, Data Migration, SSIS
Education
Mills College
Bachelors, Mathematics with emphases in Computer Science and Physics
Verizon September 2014 - Present
Microsoft February 2013 - July 2014
YottMark, Inc December 2011 - February 2013
Microsoft Corporation March 2010 - November 2011
Charles Schwab & Co 2000 - March 2010
Bank of America 1996 - 2000
Bank of America 1994 - 1996
Skills
Microsoft SQL Server, Database Design, SQL, Disaster Recovery, Databases, Cloud Computing, Business Intelligence, Data Warehousing, Performance Tuning, Linux, Agile Methodologies, High Availability, Enterprise Software, ITIL, Enterprise Architecture, SSRS, SDLC, Perl, Data Migration, SSIS
Education
Mills College
Bachelors, Mathematics with emphases in Computer Science and Physics
Ed Zeitler Ed Zeitler's Charles Schwab & Co. Experience June 1995 - September 2001
Job at Westwood College
Industry Computer & Network Security
Experience
(ISC)2 May 2006 - June 2008
VW Credit, Inc. September 2001 - May 2006
Charles Schwab & Co. June 1995 - September 2001
Fidelity Investments October 1990 - September 1995
Bank of America 1988 - 1990
Skills
Risk Management, Architecture, Business Continuity, Information Security..., Security, Information Security, Disaster Recovery, Governance, IT Strategy, ITIL, Vendor Management, Information Technology, Penetration Testing, Computer Security, Enterprise Architecture, Data Security, CISSP, Business Continuity..., Leadership, Strategy, Risk Assessment, Management, Network Security, Security Awareness
Education
University of Alberta
Computer Science
University of Arizona
BS / MS, Math & Physics / Systems Engineering
(ISC)2 May 2006 - June 2008
VW Credit, Inc. September 2001 - May 2006
Charles Schwab & Co. June 1995 - September 2001
Fidelity Investments October 1990 - September 1995
Bank of America 1988 - 1990
Skills
Risk Management, Architecture, Business Continuity, Information Security..., Security, Information Security, Disaster Recovery, Governance, IT Strategy, ITIL, Vendor Management, Information Technology, Penetration Testing, Computer Security, Enterprise Architecture, Data Security, CISSP, Business Continuity..., Leadership, Strategy, Risk Assessment, Management, Network Security, Security Awareness
Education
University of Alberta
Computer Science
University of Arizona
BS / MS, Math & Physics / Systems Engineering
Bill Johnson's Charles Schwab & Co. Experience March 1995 - October 2000
Job Options Trading Coach, speaker at Option Monster
Industry Financial Services
Experience
Option Monster February 2014 - Present
Options A to Z.com 2008 - Present
Option Monster February 2014 - Present
Florida International University (FIU) 2009 - Present
University of Phoenix May 2009 - Present
Options University January 2007 - December 2007
21st Century Investor October 2000 - December 2006
Charles Schwab & Co. March 1995 - October 2000
American Automobile Assoc. 1990 - 1992
Skills
Options, Technical Analysis, Leadership Development, E-Learning, Wealth Management, Hedging, Trading Strategies, Asset Allocation, Financial Modeling, Investments, Capital Markets, Leadership, Teaching, Coaching, Financial Risk, Analysis, Research, Asset Managment, Investment Strategies, Asset Management, Investment Banking, Public Speaking, Economics, Portfolio Management
Education
University of Central Florida 1996 — 1999
M.B.A. in Finance
University of Central Florida 1993 — 1996
Masters in Economics
Option Monster February 2014 - Present
Options A to Z.com 2008 - Present
Option Monster February 2014 - Present
Florida International University (FIU) 2009 - Present
University of Phoenix May 2009 - Present
Options University January 2007 - December 2007
21st Century Investor October 2000 - December 2006
Charles Schwab & Co. March 1995 - October 2000
American Automobile Assoc. 1990 - 1992
Skills
Options, Technical Analysis, Leadership Development, E-Learning, Wealth Management, Hedging, Trading Strategies, Asset Allocation, Financial Modeling, Investments, Capital Markets, Leadership, Teaching, Coaching, Financial Risk, Analysis, Research, Asset Managment, Investment Strategies, Asset Management, Investment Banking, Public Speaking, Economics, Portfolio Management
Education
University of Central Florida 1996 — 1999
M.B.A. in Finance
University of Central Florida 1993 — 1996
Masters in Economics
Brian Olson Brian Olson's Charles Schwab & Co. Experience September 2003 - June 2004
Job Regional Branch Executive at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Charles Schwab July 2004 - December 2011
Charles Schwab & Co September 2003 - June 2004
Charles Schwab February 2001 - August 2003
Charles Schwab August 1998 - January 2000
Charles Schwab September 1997 - August 1998
Avco Financial Services September 1996 - August 1997
MarketSource Corporation July 1995 - June 1996
Skills
Leadership, Management, Strategy, Mortgage Lending, Banking, Training, Credit, Series 63
Education
East Carolina University 1992 — 1995
B.S., Communications
Elon College 1991 — 1992
B.S, Communications
Charles Schwab July 2011 - Present
Charles Schwab July 2004 - December 2011
Charles Schwab & Co September 2003 - June 2004
Charles Schwab February 2001 - August 2003
Charles Schwab August 1998 - January 2000
Charles Schwab September 1997 - August 1998
Avco Financial Services September 1996 - August 1997
MarketSource Corporation July 1995 - June 1996
Skills
Leadership, Management, Strategy, Mortgage Lending, Banking, Training, Credit, Series 63
Education
East Carolina University 1992 — 1995
B.S., Communications
Elon College 1991 — 1992
B.S, Communications
Tom Cantillon Tom Cantillon's Charles Schwab & Co. Experience 1991 - 1996
Job Managing Director Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab February 2012 - Present
Schwab Advisor Services September 2005 - January 2012
Symetra Financial 1997 - 2005
Charles Schwab & Co 1991 - 1996
Morgan Stanley Smith Barney 1988 - 1991
Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development
Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management
Charles Schwab February 2012 - Present
Schwab Advisor Services September 2005 - January 2012
Symetra Financial 1997 - 2005
Charles Schwab & Co 1991 - 1996
Morgan Stanley Smith Barney 1988 - 1991
Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development
Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management
David Gourley David Gourley's Charles Schwab & Co. Experience February 2001 - July 2004
Job Senior Database Engineer
Industry Computer Software
Experience
TJX Corp July 2007 - Present
Liberty Mutual Insurance July 2005 - July 2007
TJX Corp July 2004 - July 2005
Charles Schwab & Co February 2001 - July 2004
Gap, Inc October 1999 - January 2001
Wells Fargo April 1998 - October 1999
Skills
DB2/SQL, IMS DB/DC, CICS
Education
Colorado State University 2011 — 2012
Adult Education and Training Specialization
TJX Corp July 2007 - Present
Liberty Mutual Insurance July 2005 - July 2007
TJX Corp July 2004 - July 2005
Charles Schwab & Co February 2001 - July 2004
Gap, Inc October 1999 - January 2001
Wells Fargo April 1998 - October 1999
Skills
DB2/SQL, IMS DB/DC, CICS
Education
Colorado State University 2011 — 2012
Adult Education and Training Specialization
William Kastigar's Charles Schwab & Co. Experience 2000 - 2006
Job Vice President, Digital Marketing
Industry Marketing and Advertising
Experience
WELLS FARGO BANK N.A. May 2012 - Present
WELLS FARGO BANK, NA 2010 - 2012
KODAK GALLERY.COM 2008 - 2010
AMERICAN AUTOMOBILE ASSOCIATION (AAA) 2006 - 2008
CHARLES SCHWAB & CO 2000 - 2006
TRAVELOCITY.COM / PREVIEWTRAVEL.COM 1997 - 2000
ANDERSON & LEMBKE 1997 - 1997
J. WALTER THOMPSON, USA 1995 - 1997
Skills
Online Advertising, Affiliate Marketing, Partnership Marketing, Brand Awareness, Direct Marketing, SEM, Integrated Marketing, Social Media Marketing, Advertising, Marketing Strategy, Local Marketing, Viral Marketing, Channel Optimization, Marketing Research, Customer Acquisition, Direct Mail, Advertising Research, Radio Advertising, Outdoor Advertising, Television, Marketing Communications, Market Planning, Digital Marketing, B2C marketing, Customer Retention, Branding Development, Client Segmentation, Interactive Marketing, Interactive Advertising, Interactive Marketing..., Digital Media, Digital Strategy, Process Development, Vendor Management, Mobile Advertising, Advertising Management, Strategic Communications, Communications Planning, Web Analytics, User Experience, Forecasting, Cross Selling, Promotions, Promotional Material..., Print Collateral, Launching Of New..., Client Communications, Campaign Planning, Customer Experience, Strategic Consulting
Education
University of San Francisco
Masters of Business Administration
San Diego State University-California State University
Bachelor of Science, Business Administration & Sociology
WELLS FARGO BANK N.A. May 2012 - Present
WELLS FARGO BANK, NA 2010 - 2012
KODAK GALLERY.COM 2008 - 2010
AMERICAN AUTOMOBILE ASSOCIATION (AAA) 2006 - 2008
CHARLES SCHWAB & CO 2000 - 2006
TRAVELOCITY.COM / PREVIEWTRAVEL.COM 1997 - 2000
ANDERSON & LEMBKE 1997 - 1997
J. WALTER THOMPSON, USA 1995 - 1997
Skills
Online Advertising, Affiliate Marketing, Partnership Marketing, Brand Awareness, Direct Marketing, SEM, Integrated Marketing, Social Media Marketing, Advertising, Marketing Strategy, Local Marketing, Viral Marketing, Channel Optimization, Marketing Research, Customer Acquisition, Direct Mail, Advertising Research, Radio Advertising, Outdoor Advertising, Television, Marketing Communications, Market Planning, Digital Marketing, B2C marketing, Customer Retention, Branding Development, Client Segmentation, Interactive Marketing, Interactive Advertising, Interactive Marketing..., Digital Media, Digital Strategy, Process Development, Vendor Management, Mobile Advertising, Advertising Management, Strategic Communications, Communications Planning, Web Analytics, User Experience, Forecasting, Cross Selling, Promotions, Promotional Material..., Print Collateral, Launching Of New..., Client Communications, Campaign Planning, Customer Experience, Strategic Consulting
Education
University of San Francisco
Masters of Business Administration
San Diego State University-California State University
Bachelor of Science, Business Administration & Sociology
Linda Scheifler Marks Linda Scheifler Marks's Charles Schwab & Co. Experience 1999 - 2007
Job Real Estate Consultant
Industry Real Estate
Experience
Alain Pinel Realtors June 2007 - Present
Real Estate Mentoring Club 2003 - 2013
Transcendental Meditation 2006 - 2007
Charles Schwab & Co 1999 - 2007
Asian Art Museum 1985 - 1999
Skills
Real Estate, Real Estate Transactions, Real Estate Investor, Real Estate Economics, Consulting
Education
College of San Mateo 2005 — 2007
University of California, Berkeley 1996 — 1998
Project Management Certificate
Queen's University 1977 — 1979
MAC
University of California, Berkeley 1971 — 1973
BA
City College of San Francisco 1969 — 1971
AA
Alain Pinel Realtors June 2007 - Present
Real Estate Mentoring Club 2003 - 2013
Transcendental Meditation 2006 - 2007
Charles Schwab & Co 1999 - 2007
Asian Art Museum 1985 - 1999
Skills
Real Estate, Real Estate Transactions, Real Estate Investor, Real Estate Economics, Consulting
Education
College of San Mateo 2005 — 2007
University of California, Berkeley 1996 — 1998
Project Management Certificate
Queen's University 1977 — 1979
MAC
University of California, Berkeley 1971 — 1973
BA
City College of San Francisco 1969 — 1971
AA
Ed Rossi, CFP®, CRPC®, CMFC®'s Charles Schwab & Co. Experience December 2010 - Present
Job Vice President / Financial Consultant with Charles Schwab and Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co. December 2010 - Present
PNC Investments January 2008 - December 2010
First Horizon Investments February 2004 - December 2008
Education
University of Houston 1990 — 1992
Bachelors, Business Administration and Management, General
North Harris Comm College 1987 — 1990
Associates, Liberal Arts
Charles Schwab & Co. December 2010 - Present
PNC Investments January 2008 - December 2010
First Horizon Investments February 2004 - December 2008
Education
University of Houston 1990 — 1992
Bachelors, Business Administration and Management, General
North Harris Comm College 1987 — 1990
Associates, Liberal Arts
Theresa Kobylka's Charles Schwab & Co. Experience January 2000 - January 2002
Job
Industry Information Technology and Services
Experience
JP Morgan January 2008 - Present
Walt Disney Co August 2002 - December 2003
Charles Schwab & Co January 2000 - January 2002
Ziff Davis January 1999 - January 2001
Skills
Program Management, Strategic Planning, Strategy, Business Process..., Process Improvement, Project Planning, Project Management, Cross-functional Team..., Solution Implementation
Education
Central Michigan University
B.S
JP Morgan January 2008 - Present
Walt Disney Co August 2002 - December 2003
Charles Schwab & Co January 2000 - January 2002
Ziff Davis January 1999 - January 2001
Skills
Program Management, Strategic Planning, Strategy, Business Process..., Process Improvement, Project Planning, Project Management, Cross-functional Team..., Solution Implementation
Education
Central Michigan University
B.S
Vincent Meneau's Charles Schwab & Co. Experience November 2010 - January 2013
Job VP, Information Security and Fraud IT
Industry Financial Services
Experience
Bank of the West June 2015 - Present
Charles Schwab January 2013 - May 2015
Charles Schwab & Co November 2010 - January 2013
Charles Schwab & Co. January 2004 - November 2010
Cerenade 1999 - 2003
Skills
Business Intelligence, Project Management, Management, Leadership, Data Warehousing, Budgets, SDLC, Integration, Databases, Requirements Analysis, Software Development, Agile Methodologies, Program Management, Cloud Computing, Oracle, Data Modeling, Social Media, Marketing, Coaching, Sales, Software Project..., Product Management, IT Strategy, Microsoft SQL Server, Business Analysis, Mobile Applications, SQL, SaaS, Vendor Management, Agile Application..., Big Data, Teradata Data Warehouse, Tableau, Hive, Splunk, Business Objects, RUP Methodologies, Data Management, Information Management, Information Security, MobileIron, Enterprise Mobility, Cross-functional Team..., ERP, Ariba, hiperos, Archibus, Treasury Services, Mobile Security
Education
Polytech'Montpellier 1997 — 1999
Master's Degree, Computer Science. Minor in Economics
IUT de Clermont-Ferrand, Université d'Auvergne (France) 1994 — 1996
Bachelor's Degree, Computer Science, •Class valedictorian
Bank of the West June 2015 - Present
Charles Schwab January 2013 - May 2015
Charles Schwab & Co November 2010 - January 2013
Charles Schwab & Co. January 2004 - November 2010
Cerenade 1999 - 2003
Skills
Business Intelligence, Project Management, Management, Leadership, Data Warehousing, Budgets, SDLC, Integration, Databases, Requirements Analysis, Software Development, Agile Methodologies, Program Management, Cloud Computing, Oracle, Data Modeling, Social Media, Marketing, Coaching, Sales, Software Project..., Product Management, IT Strategy, Microsoft SQL Server, Business Analysis, Mobile Applications, SQL, SaaS, Vendor Management, Agile Application..., Big Data, Teradata Data Warehouse, Tableau, Hive, Splunk, Business Objects, RUP Methodologies, Data Management, Information Management, Information Security, MobileIron, Enterprise Mobility, Cross-functional Team..., ERP, Ariba, hiperos, Archibus, Treasury Services, Mobile Security
Education
Polytech'Montpellier 1997 — 1999
Master's Degree, Computer Science. Minor in Economics
IUT de Clermont-Ferrand, Université d'Auvergne (France) 1994 — 1996
Bachelor's Degree, Computer Science, •Class valedictorian
Sean Phelan's Charles Schwab & Co. Experience May 1997 - November 1998
Job Partner, MarketEthos Capital LLC / Commodity Trading Advisor (CTA)
Industry Investment Management
Experience
MarketEthos Capital LLC March 2006 - Present
Headwaters Capital LLC November 1998 - April 2005
Charles Schwab & Co May 1997 - November 1998
Bellingham Investment Management June 1995 - December 1996
Pershing Trading Company LP October 1994 - June 1995
The Pacific Stock Exchange March 1994 - October 1994
Education
Golden Gate University 1998 — 2000
Cert
Pepperdine University 1985 — 1989
BA
Santa Fe Christian High School 1981 — 1985
MarketEthos Capital LLC March 2006 - Present
Headwaters Capital LLC November 1998 - April 2005
Charles Schwab & Co May 1997 - November 1998
Bellingham Investment Management June 1995 - December 1996
Pershing Trading Company LP October 1994 - June 1995
The Pacific Stock Exchange March 1994 - October 1994
Education
Golden Gate University 1998 — 2000
Cert
Pepperdine University 1985 — 1989
BA
Santa Fe Christian High School 1981 — 1985
Mark Dreszler's Charles Schwab & Co. Experience December 2003 - October 2004
Job Director, IT Risk Royal Bank of Canada
Industry Financial Services
Experience
RBC Capital Markets April 2012 - Present
JPMorgan Chase September 2010 - April 2012
Credit-Suisse November 2009 - November 2010
Citigroup October 2005 - November 2009
Wachovia Securities October 2004 - October 2005
Charles Schwab & Co December 2003 - October 2004
Arthur Andersen/BearingPoint March 2002 - March 2003
Credit Suisse/Donaldson, Lufkin & Jenrette (DLJ) September 1993 - January 2002
Skills
Business Continuity..., Risk Management, Data Privacy, ITIL, SDLC, Business Continuity, Governance
Education
New York University
Diploma
Seton Hall University
B.S
RBC Capital Markets April 2012 - Present
JPMorgan Chase September 2010 - April 2012
Credit-Suisse November 2009 - November 2010
Citigroup October 2005 - November 2009
Wachovia Securities October 2004 - October 2005
Charles Schwab & Co December 2003 - October 2004
Arthur Andersen/BearingPoint March 2002 - March 2003
Credit Suisse/Donaldson, Lufkin & Jenrette (DLJ) September 1993 - January 2002
Skills
Business Continuity..., Risk Management, Data Privacy, ITIL, SDLC, Business Continuity, Governance
Education
New York University
Diploma
Seton Hall University
B.S
Sundeep Garcha's Charles Schwab & Co. Experience 2000 - 2004
Job Financial Analyst at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems 2011 - Present
Cisco Systems 2010 - 2011
Shirtique 2005 - 2009
Charles Schwab & Co. 2000 - 2004
Skills
Leadership, Training, Analysis, Management, Business Process, Data Analysis, Program Management, Cross-functional Team..., Quality Assurance, Project Planning, Troubleshooting, Strategic Planning
Education
University of California, Davis 1996 — 1999
B.S., Biological Sciences; Minor in Psychology
Cisco Systems 2011 - Present
Cisco Systems 2010 - 2011
Shirtique 2005 - 2009
Charles Schwab & Co. 2000 - 2004
Skills
Leadership, Training, Analysis, Management, Business Process, Data Analysis, Program Management, Cross-functional Team..., Quality Assurance, Project Planning, Troubleshooting, Strategic Planning
Education
University of California, Davis 1996 — 1999
B.S., Biological Sciences; Minor in Psychology
Jon Fach's Charles Schwab & Co. Experience September 1991 - April 2009
Job Finance Professional
Industry Financial Services
Experience
Charles Schwab & Co. September 1991 - April 2009
Coopers & Lybrand October 1986 - April 1991
One Point [a start - up] January 1985 - August 1986
Russell Miller January 1984 - January 1985
Education
The University of Chicago
University of Pennsylvania - The Wharton School
B.S.
University of San Francisco - School of Management
MBA
Charles Schwab & Co. September 1991 - April 2009
Coopers & Lybrand October 1986 - April 1991
One Point [a start - up] January 1985 - August 1986
Russell Miller January 1984 - January 1985
Education
The University of Chicago
University of Pennsylvania - The Wharton School
B.S.
University of San Francisco - School of Management
MBA
Jill Godsey's Charles Schwab & Co. Experience May 2011 - May 2015
Job
Industry Financial Services
Experience
Charles Schwab & Co. May 2011 - May 2015
Charles Schwab 2004 - 2011
Charles Schwab 1996 - 2004
the good guys May 1992 - November 1996
Montgomery Securities June 1990 - May 1992
Skills
Series 63, Strategic Planning, Financial Analysis, Finance, Series 24, Series 7, Financial Services, Risk Management, Process Control, Outsourcing, Strategy, Corporate Finance, Strategic Financial..., Management, Series 27, Series 99, Anti Money Laundering, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 1986 — 1996
BS, MBA, Business, Economic Analysis, magna cum laude
University of California, Berkeley 1986 — 1990
Bs, Business
Charles Schwab & Co. May 2011 - May 2015
Charles Schwab 2004 - 2011
Charles Schwab 1996 - 2004
the good guys May 1992 - November 1996
Montgomery Securities June 1990 - May 1992
Skills
Series 63, Strategic Planning, Financial Analysis, Finance, Series 24, Series 7, Financial Services, Risk Management, Process Control, Outsourcing, Strategy, Corporate Finance, Strategic Financial..., Management, Series 27, Series 99, Anti Money Laundering, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 1986 — 1996
BS, MBA, Business, Economic Analysis, magna cum laude
University of California, Berkeley 1986 — 1990
Bs, Business
Walter Lintao's Charles Schwab & Co. Experience July 2003 - Present
Job Managing Director
Industry Financial Services
Experience
Charles Schwab & Co. July 2003 - Present
eBay, Inc. February 1999 - May 2003
Skills
Risk Management, Electronic Payments, ACH, Fraud Detection, Credit Card Fraud, Online Fraud, P2P, Operational Efficiency, Metrics Reporting, Mortgage Fraud, Certified Fraud Examiner, Leadership, Microsoft Excel, Management, Financial Risk, E-payments, Analytics, Business Analysis, Banking, Program Management, Strategy, Vendor Management
Education
University of California, Davis 1988 — 1993
B.A., Political Science
Charles Schwab & Co. July 2003 - Present
eBay, Inc. February 1999 - May 2003
Skills
Risk Management, Electronic Payments, ACH, Fraud Detection, Credit Card Fraud, Online Fraud, P2P, Operational Efficiency, Metrics Reporting, Mortgage Fraud, Certified Fraud Examiner, Leadership, Microsoft Excel, Management, Financial Risk, E-payments, Analytics, Business Analysis, Banking, Program Management, Strategy, Vendor Management
Education
University of California, Davis 1988 — 1993
B.A., Political Science
Sean DeBruine's Charles Schwab & Co. Experience 1985 - 1990
Job IP Litigation Partner at Kilpatrick Townsend & Stockton LLP
Industry Law Practice
Experience
Kilpatrick Townsend & Stockton LLP July 2014 - Present
Alston & Bird LLP August 2008 - July 2014
Akin Gump Strauss Hauer & Feld LLP January 2005 - July 2008
Fenwick & West LLP June 1998 - January 2005
Cooley Godward 1997 - 1998
Wilson Sonsini Goodrich & Rosati 1993 - 1996
Charles Schwab & Co. 1985 - 1990
Skills
Trade Secrets, Patent Litigation, Intellectual Property, Litigation, Patents, Trials, Copyright Law, Commercial Litigation, Arbitration, Trademark Infringement, Appeals, Licensing, Unfair Competition, Civil Litigation, Privacy Law, Class Actions, Cyberlaw
Education
University of California, Berkeley - School of Law 1990 — 1993
J.D.
University of California, Berkeley
B.A., Political Science
Kilpatrick Townsend & Stockton LLP July 2014 - Present
Alston & Bird LLP August 2008 - July 2014
Akin Gump Strauss Hauer & Feld LLP January 2005 - July 2008
Fenwick & West LLP June 1998 - January 2005
Cooley Godward 1997 - 1998
Wilson Sonsini Goodrich & Rosati 1993 - 1996
Charles Schwab & Co. 1985 - 1990
Skills
Trade Secrets, Patent Litigation, Intellectual Property, Litigation, Patents, Trials, Copyright Law, Commercial Litigation, Arbitration, Trademark Infringement, Appeals, Licensing, Unfair Competition, Civil Litigation, Privacy Law, Class Actions, Cyberlaw
Education
University of California, Berkeley - School of Law 1990 — 1993
J.D.
University of California, Berkeley
B.A., Political Science
Amy Cocks's Charles Schwab & Co. Experience 1996 - 2004
Job CFO IT & Shared Svcs Ops
Industry Financial Services
Experience
CSAA Insurance Exchange 2008 - Present
Wells Fargo & Co. 2004 - 2007
Charles Schwab & Co. 1996 - 2004
Kaiser Permanente 1991 - 1996
Skills
Financial Analysis, Financial Services, Financial Modeling, Portfolio Management, Risk Management, Strategic Financial..., Executive Management, Mergers, Sarbanes-Oxley Act, Asset Managment, Vendor Management, Business Analysis, Investments, Finance, Insurance, Mergers & Acquisitions, Leadership, Competitive Analysis, Management Consulting
Education
University of California, Davis - Graduate School of Management 1990 — 1992
MBA, Finance/Accounting
CSAA Insurance Exchange 2008 - Present
Wells Fargo & Co. 2004 - 2007
Charles Schwab & Co. 1996 - 2004
Kaiser Permanente 1991 - 1996
Skills
Financial Analysis, Financial Services, Financial Modeling, Portfolio Management, Risk Management, Strategic Financial..., Executive Management, Mergers, Sarbanes-Oxley Act, Asset Managment, Vendor Management, Business Analysis, Investments, Finance, Insurance, Mergers & Acquisitions, Leadership, Competitive Analysis, Management Consulting
Education
University of California, Davis - Graduate School of Management 1990 — 1992
MBA, Finance/Accounting
Dax Breeding's Charles Schwab & Co. Experience 2002 - Present
Job Network Security Engineer at Charles Schwab & Co.
Industry Computer Networking
Experience
Cybertrader December 2002 - Present
Charles Schwab & Co. 2002 - Present
Skills
Cisco Technologies, Networking, Data Center, Routers, Security, Disaster Recovery, TCP/IP, Switches, Network Security, Troubleshooting, Servers, Network Architecture, VMware, CCNA, Network Design, Windows, CCNP, Cisco, CISSP, Juniper JNCIA
Education
University of North Carolina at Wilmington 1997 — 1999
Computer Science, BS
Cybertrader December 2002 - Present
Charles Schwab & Co. 2002 - Present
Skills
Cisco Technologies, Networking, Data Center, Routers, Security, Disaster Recovery, TCP/IP, Switches, Network Security, Troubleshooting, Servers, Network Architecture, VMware, CCNA, Network Design, Windows, CCNP, Cisco, CISSP, Juniper JNCIA
Education
University of North Carolina at Wilmington 1997 — 1999
Computer Science, BS
Jerry Cloney's Charles Schwab & Co. Experience 2003 - Present
Job Vice President Financial Consultant Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co 2003 - Present
AIG, JP Morgan & Lehman Brothers 1997 - 2002
Education
San Diego State University-California State University
Charles Schwab & Co 2003 - Present
AIG, JP Morgan & Lehman Brothers 1997 - 2002
Education
San Diego State University-California State University
Ludmilla Guseva's Charles Schwab & Co. Experience January 2000 - January 2001
Job QA software engineer
Industry Information Technology and Services
Experience
NetApp January 2010 - January 2012
Citrix October 2007 - September 2009
IBM January 2005 - January 2007
Wells Fargo Bank January 2004 - January 2005
ADP January 2002 - January 2003
Charles Schwab & Co January 2000 - January 2001
EDS, January 1998 - January 2000
Deltanet Inc January 1996 - January 1998
Education
Belarusian State University
BS, Applied Mathematics
Belarusian State University
B.S, Applied Mathematics
UC Berkeley
Diploma, Computer Information Systems
NetApp January 2010 - January 2012
Citrix October 2007 - September 2009
IBM January 2005 - January 2007
Wells Fargo Bank January 2004 - January 2005
ADP January 2002 - January 2003
Charles Schwab & Co January 2000 - January 2001
EDS, January 1998 - January 2000
Deltanet Inc January 1996 - January 1998
Education
Belarusian State University
BS, Applied Mathematics
Belarusian State University
B.S, Applied Mathematics
UC Berkeley
Diploma, Computer Information Systems
Charae Gabriel's Charles Schwab & Co. Experience Sr. Product ManagerSerena Software1994 - 2004
Job Senior Project manager at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co Sr. Product ManagerSerena Software1994 - 2004
ASG September 1991 - September 1994
Boeing 1984 - 1991
Skills
Scrum, Management Consulting, Management, Agile Methodologies, SDLC, SaaS, Product Management, Software Project...
Education
California State University-Fullerton 1979 — 1984
Charles Schwab & Co Sr. Product ManagerSerena Software1994 - 2004
ASG September 1991 - September 1994
Boeing 1984 - 1991
Skills
Scrum, Management Consulting, Management, Agile Methodologies, SDLC, SaaS, Product Management, Software Project...
Education
California State University-Fullerton 1979 — 1984
Mason Steel's Charles Schwab & Co. Experience February 1997 - April 2004
Job Financial Services Specialist
Industry Financial Services
Experience
Charles Schwab September 2007 - September 2012
Mason Steel Real Estate Appraisal December 2004 - October 2006
Charles Schwab & Co February 1997 - April 2004
Skills
Investments, Real Estate, Investment Properties, Financial Analysis, Residential Homes, Real Estate Transactions, Project Management, Mortgage Lending, Investors, Property Management
Education
Chapman University 1992 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
Charles Schwab September 2007 - September 2012
Mason Steel Real Estate Appraisal December 2004 - October 2006
Charles Schwab & Co February 1997 - April 2004
Skills
Investments, Real Estate, Investment Properties, Financial Analysis, Residential Homes, Real Estate Transactions, Project Management, Mortgage Lending, Investors, Property Management
Education
Chapman University 1992 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
Stuart Olsen's Charles Schwab & Co. Experience 1995 - April 2015
Job Branch Manager at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. 1995 - April 2015
Education
University of Colorado at Boulder 1980 — 1985
Bachelor of Arts (BA), Economics
Charles Schwab & Co. 1995 - April 2015
Education
University of Colorado at Boulder 1980 — 1985
Bachelor of Arts (BA), Economics
Jeff Moeller's Charles Schwab & Co. Experience 2004 - Present
Job Sr. Software Engineer
Industry Information Technology and Services
Experience
Charles Schwab & Co. 2004 - Present
CyberTrader/Schwab June 2004 - December 2007
Audio Arts Recording 1992 - 2004
Skills
Distributed Systems, Scrum, REST, ASP.NET, Agile Methodologies, Visual Studio, C#, .NET, Node.js, Software Development, SOAP, Ruby on Rails, Scalability, Enterprise Architecture, MVC
Education
The University of Texas at Austin 2000 — 2004
B.S., Computer Science
Charles Schwab & Co. 2004 - Present
CyberTrader/Schwab June 2004 - December 2007
Audio Arts Recording 1992 - 2004
Skills
Distributed Systems, Scrum, REST, ASP.NET, Agile Methodologies, Visual Studio, C#, .NET, Node.js, Software Development, SOAP, Ruby on Rails, Scalability, Enterprise Architecture, MVC
Education
The University of Texas at Austin 2000 — 2004
B.S., Computer Science
Robert Converse's Charles Schwab & Co. Experience October 2005 - February 2007
Job sAA, MBA
Industry Hospital & Health Care
Experience
University of Colorado Hospital March 2009 - March 2014
Charles Schwab & Co October 2005 - February 2007
D.A. Davidson & Co. November 2003 - April 2005
NWQ Investment Management Company June 2002 - October 2003
Burgwyn Perry and Rose LLC June 2001 - September 2001
Skills
Respiratory Therapy, Critical Care, Hospitals, Financial Modeling, ICU, Healthcare, Analysis, Training, EMR, Finance, Healthcare Management
Education
University of Colorado Denver 2014 — 2016
Master's Degree, Anesthesiologist Assistant
PIMA Medical Institute 2007 — 2009
Associate of Occupational Studies, Respiratory Therapy
Regis University 2004 — 2005
Master of Business Administration (MBA), Finance, General
University of Denver 1999 — 2003
BSBA, Finance
University of Colorado Hospital March 2009 - March 2014
Charles Schwab & Co October 2005 - February 2007
D.A. Davidson & Co. November 2003 - April 2005
NWQ Investment Management Company June 2002 - October 2003
Burgwyn Perry and Rose LLC June 2001 - September 2001
Skills
Respiratory Therapy, Critical Care, Hospitals, Financial Modeling, ICU, Healthcare, Analysis, Training, EMR, Finance, Healthcare Management
Education
University of Colorado Denver 2014 — 2016
Master's Degree, Anesthesiologist Assistant
PIMA Medical Institute 2007 — 2009
Associate of Occupational Studies, Respiratory Therapy
Regis University 2004 — 2005
Master of Business Administration (MBA), Finance, General
University of Denver 1999 — 2003
BSBA, Finance
Saju Bahuleyan's Charles Schwab & Co. Experience December 2014 - Present
Job Managing Director Supervisory Control Testing at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co December 2014 - Present
Charles Schwab & Co January 2014 - November 2014
Advanced Equities Late Stage Opportunities Fund I, LLC November 2010 - December 2013
Advanced Equities, Inc. July 2010 - November 2012
Advanced Equities Inc. February 2010 - November 2012
PEAK6 Investments, L.P. June 2008 - February 2010
LaSalle St. Securities, LLC October 2004 - June 2008
LaSalle St. Securities March 1999 - June 2008
LaSalle St. Securities October 1997 - March 1999
Saperston Financial Inc January 1992 - October 1997
Skills
Series 7, Series 65, Series 24, Series 4, Series 27, Series 55, Series 63, FINRA, Equities, Alternative Investments, Private Equity, Mutual Funds, Securities, Options, Due Diligence, Financial Risk, Finance, Investments, Trading
Education
Canisius College 1992 — 1997
MBA, Finance
Calasanctius School
Charles Schwab & Co December 2014 - Present
Charles Schwab & Co January 2014 - November 2014
Advanced Equities Late Stage Opportunities Fund I, LLC November 2010 - December 2013
Advanced Equities, Inc. July 2010 - November 2012
Advanced Equities Inc. February 2010 - November 2012
PEAK6 Investments, L.P. June 2008 - February 2010
LaSalle St. Securities, LLC October 2004 - June 2008
LaSalle St. Securities March 1999 - June 2008
LaSalle St. Securities October 1997 - March 1999
Saperston Financial Inc January 1992 - October 1997
Skills
Series 7, Series 65, Series 24, Series 4, Series 27, Series 55, Series 63, FINRA, Equities, Alternative Investments, Private Equity, Mutual Funds, Securities, Options, Due Diligence, Financial Risk, Finance, Investments, Trading
Education
Canisius College 1992 — 1997
MBA, Finance
Calasanctius School
Brett Threlkeld's Charles Schwab & Co. Experience February 1999 - October 2002
Job Senior Director, Institutional RFP Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
Daniel Fiala's Charles Schwab & Co. Experience
Job Manager at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co
Skills
Series 7, Financial Services, Risk Management, Securities, Equities, FINRA, Series 63
Education
DePaul University
Double Major: Economics, Finance
Charles Schwab & Co
Skills
Series 7, Financial Services, Risk Management, Securities, Equities, FINRA, Series 63
Education
DePaul University
Double Major: Economics, Finance
Shannon Simone's Charles Schwab & Co. Experience 1997 - 2000
Job Executive Assistant
Industry Financial Services
Experience
MIning Tax Plan LLC June 2012 - Present
Charles Schwab & Co 1997 - 2000
Charles Schwab 1992 - 1996
Skills
Outlook, Microsoft Excel, Event Planning, Microsoft Office, Project Management, Management, Strategic Planning, Financial Services, Fundraising, Securities, Program Management, Investments, Series 7
Education
California State University-Chico 1979 — 1984
Bachelor's degree, Finance, General
MIning Tax Plan LLC June 2012 - Present
Charles Schwab & Co 1997 - 2000
Charles Schwab 1992 - 1996
Skills
Outlook, Microsoft Excel, Event Planning, Microsoft Office, Project Management, Management, Strategic Planning, Financial Services, Fundraising, Securities, Program Management, Investments, Series 7
Education
California State University-Chico 1979 — 1984
Bachelor's degree, Finance, General
Sveta Lebedynska's Charles Schwab & Co. Experience July 2000 - December 2000
Job Lead QA Engineer at Entrust
Industry Computer Software
Experience
VISA August 2008 - Present
Entrust September 2007 - August 2008
VISA Inovant LLC December 2000 - August 2007
Charles Schwab & Co July 2000 - December 2000
Kaiser Permanente February 1999 - July 2000
Skills
Quality Assurance, Agile Methodologies
Education
Odessa State Academy of Refrigeration 1980 — 1985
VISA August 2008 - Present
Entrust September 2007 - August 2008
VISA Inovant LLC December 2000 - August 2007
Charles Schwab & Co July 2000 - December 2000
Kaiser Permanente February 1999 - July 2000
Skills
Quality Assurance, Agile Methodologies
Education
Odessa State Academy of Refrigeration 1980 — 1985
Brad Cravens's Charles Schwab & Co. Experience July 1993 - August 2010
Job Director, Strategic Client Loyalty at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Charles Schwab August 2010 - May 2014
Charles Schwab & Co July 1993 - August 2010
Skills
Business Analysis, Financial Services, Management, Securities, Series 63, Series 7, Strategy, Project Management, Process Improvement
Education
Metropolitan State College of Denver 1991 — 1993
Colorado State University 1988 — 1991
Charles Schwab May 2014 - Present
Charles Schwab August 2010 - May 2014
Charles Schwab & Co July 1993 - August 2010
Skills
Business Analysis, Financial Services, Management, Securities, Series 63, Series 7, Strategy, Project Management, Process Improvement
Education
Metropolitan State College of Denver 1991 — 1993
Colorado State University 1988 — 1991
Gregory Rasner, PMP, CSM, ITIL, CCNA, MCSE's Charles Schwab & Co. Experience November 2007 - April 2009
Job Secure Development Manager at Cisco
Industry Information Technology and Services
Experience
Cisco October 2014 - Present
Cisco November 2011 - October 2014
Federal Home Loan Bank of San Francisco August 2009 - October 2011
College of Alameda September 2002 - August 2010
Charles Schwab & Co November 2007 - April 2009
Polycom February 2006 - November 2007
Charles Schwab April 2005 - February 2006
Wells Fargo Services January 2004 - April 2005
Avigen, Inc January 2002 - January 2004
Silicon Energy Corp February 1999 - January 2002
Skills
Project Management, IT Management, ITIL, Budgeting, MS Project, Program Management, PMP, SDLC, Management, Integration, Disaster Recovery, PMO, Budgets, Business Analysis, Enterprise Software, CRM, SharePoint, Data Center, Vendor Management, Information Technology, Leadership, Security, Business Process, Databases
Education
Golden Gate University 2013 — 2015
Master of Science in Information Systems Management, IS, Currently Hold a 4.0 Average
LearnIT! 2010 — 2010
n/a, Project Estimation
Villanova University 2008 — 2009
Masters Certificate, Project Management
Kepner-Tregoe 2007 — 2007
n/a, Problem Solving and Project Management
Claremont McKenna College 1992 — 1995
BA, Economics, Chemistry, Political Science
Cisco October 2014 - Present
Cisco November 2011 - October 2014
Federal Home Loan Bank of San Francisco August 2009 - October 2011
College of Alameda September 2002 - August 2010
Charles Schwab & Co November 2007 - April 2009
Polycom February 2006 - November 2007
Charles Schwab April 2005 - February 2006
Wells Fargo Services January 2004 - April 2005
Avigen, Inc January 2002 - January 2004
Silicon Energy Corp February 1999 - January 2002
Skills
Project Management, IT Management, ITIL, Budgeting, MS Project, Program Management, PMP, SDLC, Management, Integration, Disaster Recovery, PMO, Budgets, Business Analysis, Enterprise Software, CRM, SharePoint, Data Center, Vendor Management, Information Technology, Leadership, Security, Business Process, Databases
Education
Golden Gate University 2013 — 2015
Master of Science in Information Systems Management, IS, Currently Hold a 4.0 Average
LearnIT! 2010 — 2010
n/a, Project Estimation
Villanova University 2008 — 2009
Masters Certificate, Project Management
Kepner-Tregoe 2007 — 2007
n/a, Problem Solving and Project Management
Claremont McKenna College 1992 — 1995
BA, Economics, Chemistry, Political Science
Ed Forhan's Charles Schwab & Co. Experience April 1991 - July 1997
Job Manager Infrastructure and Field Services at Macys System and Technology
Industry Retail
Experience
Macys System and Technology May 2006 - Present
Macys 2005 - Present
Macy's Systems & Technology 2005 - Present
PeopleSoft August 2001 - March 2005
Freepoint Telecom July 1997 - July 2001
Charles Schwab & Co. April 1991 - July 1997
Education
Parks College - Denver 1979 — 1982
Associate's Degree, Computer Science, 3.35
Macys System and Technology May 2006 - Present
Macys 2005 - Present
Macy's Systems & Technology 2005 - Present
PeopleSoft August 2001 - March 2005
Freepoint Telecom July 1997 - July 2001
Charles Schwab & Co. April 1991 - July 1997
Education
Parks College - Denver 1979 — 1982
Associate's Degree, Computer Science, 3.35
Jean Chatterton's Charles Schwab & Co. Experience 1997 - 2004
Job Program Manager, Insurance at CSAA
Industry Insurance
Experience
CSAA Program ManagerCSAA2006 - 2008
Charles Schwab & Co. 1997 - 2004
Education
University of Nevada-Reno
CSAA Program ManagerCSAA2006 - 2008
Charles Schwab & Co. 1997 - 2004
Education
University of Nevada-Reno
Elaine Story's Charles Schwab & Co. Experience September 2004 - Present
Job Vice President and Branch Manager at Charles Schwab & Co.
Industry Investment Management
Experience
Charles Schwab & Co. September 2004 - Present
Wells Fargo February 1995 - March 2004
Education
The University of Texas at El Paso 1995 — 1999
MBA, Finance
Charles Schwab & Co. September 2004 - Present
Wells Fargo February 1995 - March 2004
Education
The University of Texas at El Paso 1995 — 1999
MBA, Finance
Torm Martinson's Charles Schwab & Co. Experience July 1993 - September 2003
Job BrokerAssociate with Campbell & Rosemurgy Real Estate
Industry Real Estate
Experience
Campbell & Rosemurgy Real Estate September 2003 - Present
Charles Schwab & Co. July 1993 - September 2003
Skills
Real Estate, Negotiation, Luxury, Marketing, Real Estate Transactions, Condos, Investments, Selling, Sellers, First Time Home Buyers, Investment Properties, Investors, Foreclosures, Relocation, Property
Education
University of Connecticut 1984 — 1989
BS, Business Admin, Major in Finance
University of Connecticut
BS, Business Admin, Major in Finance
Campbell & Rosemurgy Real Estate September 2003 - Present
Charles Schwab & Co. July 1993 - September 2003
Skills
Real Estate, Negotiation, Luxury, Marketing, Real Estate Transactions, Condos, Investments, Selling, Sellers, First Time Home Buyers, Investment Properties, Investors, Foreclosures, Relocation, Property
Education
University of Connecticut 1984 — 1989
BS, Business Admin, Major in Finance
University of Connecticut
BS, Business Admin, Major in Finance
Sanjay Solanki's Charles Schwab & Co. Experience December 1999 - August 2004
Job Finance Manager
Industry Utilities
Experience
PG&E June 2013 - Present
Gap Inc November 2010 - Present
Gap Inc September 2007 - November 2010
Gap Inc March 2006 - September 2007
Gap Inc August 2004 - March 2006
Charles Schwab & CO December 1999 - August 2004
Housing Authority of Alameda County April 1998 - December 1999
Chela Financial January 1997 - March 1998
American Savings Bank July 1995 - January 1997
Skills
Essbase, Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Accounting, Budgets, Sarbanes-Oxley Act, Variance Analysis, Strategic Financial..., Income Statement, Account Reconciliation
Education
Cal State University East Bay 1992 — 1994
Bachelors in Business Administration, Accounting
California State University-East Bay
Bachelor's Degree in Business Administration, Accounting and Finance
PG&E June 2013 - Present
Gap Inc November 2010 - Present
Gap Inc September 2007 - November 2010
Gap Inc March 2006 - September 2007
Gap Inc August 2004 - March 2006
Charles Schwab & CO December 1999 - August 2004
Housing Authority of Alameda County April 1998 - December 1999
Chela Financial January 1997 - March 1998
American Savings Bank July 1995 - January 1997
Skills
Essbase, Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Accounting, Budgets, Sarbanes-Oxley Act, Variance Analysis, Strategic Financial..., Income Statement, Account Reconciliation
Education
Cal State University East Bay 1992 — 1994
Bachelors in Business Administration, Accounting
California State University-East Bay
Bachelor's Degree in Business Administration, Accounting and Finance
Andrea Teasley, MBA's Charles Schwab & Co. Experience September 2006 - Present
Job Financial and HR Professional
Industry Investment Banking
Experience
Charles Schwab & Co September 2006 - Present
AmSouth Bank2005 July 2005 - September 2006
SunTrust Bank2004 February 2004 - July 2005
White Aluminum August 2003 - January 2004
Bill's Bookstore Inc August 1999 - July 2003
Skills
Human Resources, Training, Onboarding, Auditing, Financial Services, Relationship Management, PeopleSoft, Finance, HR Policies, Employee Training, Banking, Team Building, Data Entry, Coaching, Customer Service, New Hire Orientations, PowerPoint, Microsoft Excel, Leadership, Call Centers, Leadership Development, Outlook, Microsoft Office, Interviews, Career Development, Series 7, FINRA, Microsoft Word, Time Management, Data Analysis
Education
American InterContinental University
MBA, Human Resources Management
Florida State University
Bachelor of Science, Psychology
Charles Schwab & Co September 2006 - Present
AmSouth Bank2005 July 2005 - September 2006
SunTrust Bank2004 February 2004 - July 2005
White Aluminum August 2003 - January 2004
Bill's Bookstore Inc August 1999 - July 2003
Skills
Human Resources, Training, Onboarding, Auditing, Financial Services, Relationship Management, PeopleSoft, Finance, HR Policies, Employee Training, Banking, Team Building, Data Entry, Coaching, Customer Service, New Hire Orientations, PowerPoint, Microsoft Excel, Leadership, Call Centers, Leadership Development, Outlook, Microsoft Office, Interviews, Career Development, Series 7, FINRA, Microsoft Word, Time Management, Data Analysis
Education
American InterContinental University
MBA, Human Resources Management
Florida State University
Bachelor of Science, Psychology
Lynne Tracey, CPA, MBA's Charles Schwab & Co. Experience July 1996 - December 1998
Job Accountant
Industry Financial Services
Experience
Fiscal Alchemy LLC January 2007 - Present
New York Mortgage Trust April 2007 - August 2010
ICAP, North America June 2005 - February 2007
Mellon Financial Corp February 2002 - June 2005
Dean Witter Reynolds/Morgan Stanley July 2001 - February 2002
Quick & Reilly/Fleet Bank April 2000 - July 2001
Goldstein, Golub & Kessler/American Express December 1998 - April 2000
Charles Schwab & Co July 1996 - December 1998
Fidelity Investments August 1991 - July 1996
Christian Salvesen January 1989 - January 1991
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Cash Management, Systems and Software..., Auditing, Forecasting, Mergers & Acquisitions, Risk Management, Internal Controls, Capital Markets, Due Diligence, Fixed Income, Securities, Finance, Internal Audit, Equities, Mutual Funds, Financial Services, Management, Analysis, Strategy
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Finance
Douglass College 1979 — 1983
BA, Economics, Accounting
North Bergen High School 1976 — 1979
Fiscal Alchemy LLC January 2007 - Present
New York Mortgage Trust April 2007 - August 2010
ICAP, North America June 2005 - February 2007
Mellon Financial Corp February 2002 - June 2005
Dean Witter Reynolds/Morgan Stanley July 2001 - February 2002
Quick & Reilly/Fleet Bank April 2000 - July 2001
Goldstein, Golub & Kessler/American Express December 1998 - April 2000
Charles Schwab & Co July 1996 - December 1998
Fidelity Investments August 1991 - July 1996
Christian Salvesen January 1989 - January 1991
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Cash Management, Systems and Software..., Auditing, Forecasting, Mergers & Acquisitions, Risk Management, Internal Controls, Capital Markets, Due Diligence, Fixed Income, Securities, Finance, Internal Audit, Equities, Mutual Funds, Financial Services, Management, Analysis, Strategy
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Finance
Douglass College 1979 — 1983
BA, Economics, Accounting
North Bergen High School 1976 — 1979
Chad Roman's Charles Schwab & Co. Experience October 2003 - September 2007
Job Americas Control Officer at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC January 2014 - Present
JP Morgan Securities, LLC September 2007 - December 2013
Charles Schwab & Co October 2003 - September 2007
Charles Schwab & Co July 2003 - October 2003
Charles Schwab & Co December 1997 - October 2003
Skills
Options, Equities, Operations Management, Series 7, Trading, Management, Securities, Equity Trading, Derivatives, Fixed Income, Trading Systems, Electronic Trading, Middle Office
Education
Ball State University - College of Business
JP Morgan Securities, LLC January 2014 - Present
JP Morgan Securities, LLC September 2007 - December 2013
Charles Schwab & Co October 2003 - September 2007
Charles Schwab & Co July 2003 - October 2003
Charles Schwab & Co December 1997 - October 2003
Skills
Options, Equities, Operations Management, Series 7, Trading, Management, Securities, Equity Trading, Derivatives, Fixed Income, Trading Systems, Electronic Trading, Middle Office
Education
Ball State University - College of Business
Rebecca Santos Bustamante's Charles Schwab & Co. Experience March 1999 - December 2002
Job Application System Engineer
Industry Banking
Experience
Wells Fargo Bank April 2003 - November 2012
CHARLES SCHWAB & CO March 1999 - December 2002
Wells Fargo Bank January 1997 - March 1999
Skills
DB2, SDLC, IBM Mainframe, Mainframe, Visio, Software Development, COBOL, TSO, JCL, Information Security, SQL, Disaster Recovery, Requirements Gathering, Easytrieve, Requirements Analysis, Business Analysis, CICS, z/OS, Data Warehousing, Test Planning, Enterprise Architecture, Databases, IMS DB/DC, Unix Shell Scripting, VSAM, Security, Unix, Integration, Testing, ClearQuest, User Acceptance Testing
Education
City College of San Francisco
Wells Fargo Bank April 2003 - November 2012
CHARLES SCHWAB & CO March 1999 - December 2002
Wells Fargo Bank January 1997 - March 1999
Skills
DB2, SDLC, IBM Mainframe, Mainframe, Visio, Software Development, COBOL, TSO, JCL, Information Security, SQL, Disaster Recovery, Requirements Gathering, Easytrieve, Requirements Analysis, Business Analysis, CICS, z/OS, Data Warehousing, Test Planning, Enterprise Architecture, Databases, IMS DB/DC, Unix Shell Scripting, VSAM, Security, Unix, Integration, Testing, ClearQuest, User Acceptance Testing
Education
City College of San Francisco
Peter deMartino's Charles Schwab & Co. Experience December 2008 - September 2012
Job Fisher Investments Regional Vice President
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
RNC Genter Capital Management September 2012 - July 2014
Charles Schwab & Co December 2008 - September 2012
Beacon Pointe Advisors April 2008 - November 2008
The Mutual Fund Store Inc November 2007 - April 2008
Hillman Capital Management March 2006 - November 2007
Bernzott Capital Advisors March 2004 - October 2005
Fidelity Investments October 2000 - February 2004
Fidelity Investments November 1998 - February 2004
Fidelity Investments 1998 - 2004
Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63
Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Fisher Investments July 2014 - Present
RNC Genter Capital Management September 2012 - July 2014
Charles Schwab & Co December 2008 - September 2012
Beacon Pointe Advisors April 2008 - November 2008
The Mutual Fund Store Inc November 2007 - April 2008
Hillman Capital Management March 2006 - November 2007
Bernzott Capital Advisors March 2004 - October 2005
Fidelity Investments October 2000 - February 2004
Fidelity Investments November 1998 - February 2004
Fidelity Investments 1998 - 2004
Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63
Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Catherine Fitzpatrick's Charles Schwab & Co. Experience 2008 - 2011
Job Owner, The Fitzpatrick Business Group, Ltd.
Industry Management Consulting
Experience
The Fitzpatrick Business Group, Ltd. August 2000 - Present
Applied Industrial Art, Inc. 2013 - 2014
Charles Schwab 2011 - 2012
Charles Schwab & Co 2008 - 2011
Charles Schwab 2004 - 2006
Washington Mutual Bank 2003 - 2004
Wells Fargo Bank 2000 - 2002
Skills
SDLC, Agile Methodologies, Business Analysis, Software Project..., Start-ups, Vendor Management, Strategy, Investments, Project Management, Program Management, Portfolio Management
Education
Boston College
Bachelor of Arts (B.A.), Political Science and Government
Real Estate License - CA
The Fitzpatrick Business Group, Ltd. August 2000 - Present
Applied Industrial Art, Inc. 2013 - 2014
Charles Schwab 2011 - 2012
Charles Schwab & Co 2008 - 2011
Charles Schwab 2004 - 2006
Washington Mutual Bank 2003 - 2004
Wells Fargo Bank 2000 - 2002
Skills
SDLC, Agile Methodologies, Business Analysis, Software Project..., Start-ups, Vendor Management, Strategy, Investments, Project Management, Program Management, Portfolio Management
Education
Boston College
Bachelor of Arts (B.A.), Political Science and Government
Real Estate License - CA
Maurice Fogel's Charles Schwab & Co. Experience September 1981 - June 2002
Job Team Manager Identity Account Operations
Industry Consumer Services
Experience
LifeLock July 2014 - Present
Charles Schwab January 2011 - June 2014
Charles Schwab October 2008 - December 2010
Charles Schwab July 2005 - October 2008
Charles Schwab December 2003 - July 2005
Charles Schwab & Co. September 1981 - June 2002
Skills
Coaching, Stock Market, Customer Relations, Securities, Client Service, Customer Service, Trading, Series 7, Financial Services, Risk Management, Investments, Series 63, Wealth Management, Mutual Funds, Relationship Management, Leadership, Management, Business Development, Client Services, FINRA
Education
Thunderbird School of Global Management 2003 — 2003
Certificate, Global Leadership & Finance
FINRA 1982 — 1985
Indusry Licenses
LifeLock July 2014 - Present
Charles Schwab January 2011 - June 2014
Charles Schwab October 2008 - December 2010
Charles Schwab July 2005 - October 2008
Charles Schwab December 2003 - July 2005
Charles Schwab & Co. September 1981 - June 2002
Skills
Coaching, Stock Market, Customer Relations, Securities, Client Service, Customer Service, Trading, Series 7, Financial Services, Risk Management, Investments, Series 63, Wealth Management, Mutual Funds, Relationship Management, Leadership, Management, Business Development, Client Services, FINRA
Education
Thunderbird School of Global Management 2003 — 2003
Certificate, Global Leadership & Finance
FINRA 1982 — 1985
Indusry Licenses
Fred Baclig's Charles Schwab & Co. Experience 2000 - 2009
Job QA Analyst
Industry Financial Services
Experience
Charles Schwab & Co 2000 - 2009
pacific bell 1977 - 1996
Skills
Agile Methodologies, Unix, User Acceptance Testing, Requirements Analysis, SDLC, Quality Center, Testing, Requirements Gathering, Quality Assurance, Software Quality..., Visio, Test Planning, Software Project..., Waterfall, SQL
Education
San Francisco State University
Charles Schwab & Co 2000 - 2009
pacific bell 1977 - 1996
Skills
Agile Methodologies, Unix, User Acceptance Testing, Requirements Analysis, SDLC, Quality Center, Testing, Requirements Gathering, Quality Assurance, Software Quality..., Visio, Test Planning, Software Project..., Waterfall, SQL
Education
San Francisco State University
Tina Perrino-Valenzuela's Charles Schwab & Co. Experience December 2000 - Present
Job Vice President at Charles Schwab & Co., Inc. Insurance Services & Alternative Investments Custody
Industry Financial Services
Experience
Charles Schwab & Co. December 2000 - Present
Charles Schwab & Co. March 1994 - December 2000
North American Security Life March 1989 - March 1994
Skills
Mutual Funds, Securities, Alternative Investments, Investments, Equities, FINRA, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Financial Services, Asset Managment, Series 7, Series 24, Risk Management, SEC filings, Legal, Variable Annuities
Education
University of Cincinnati College of Law 1984 — 1987
JD, Law
The Ohio State University Fisher College of Business 1980 — 1983
BS-Bus.Adm., Finance
Charles Schwab & Co. December 2000 - Present
Charles Schwab & Co. March 1994 - December 2000
North American Security Life March 1989 - March 1994
Skills
Mutual Funds, Securities, Alternative Investments, Investments, Equities, FINRA, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Financial Services, Asset Managment, Series 7, Series 24, Risk Management, SEC filings, Legal, Variable Annuities
Education
University of Cincinnati College of Law 1984 — 1987
JD, Law
The Ohio State University Fisher College of Business 1980 — 1983
BS-Bus.Adm., Finance
Harriet Rosen's Charles Schwab & Co. Experience January 1997 - January 2000
Job Staff Counsel at California Department of Insurance
Industry Law Practice
Experience
California Department of Insurance December 2011 - Present
Black Letter Discovery August 2011 - December 2011
State of California Department of Social Services January 2001 - January 2008
Providian Financial June 2000 - January 2001
Wilson Sonsini Goodrich and Rosati September 1999 - May 2000
Charles Schwab & Co January 1997 - January 2000
Skills
Class Actions, Document Review, Legal Research, Pleadings, Trials, Commercial Litigation, Motions, Hearings, Civil Litigation, Legal Writing, Intellectual Property, Litigation, Public Speaking, Research, Licensing, Courts, PACER, Nonprofits, PowerPoint, Due Diligence, Westlaw, Mediation, Negotiation
Education
California Western School of Law 1992 — 1995
JD
University of California, Los Angeles 1988 — 1991
Political Science
California Department of Insurance December 2011 - Present
Black Letter Discovery August 2011 - December 2011
State of California Department of Social Services January 2001 - January 2008
Providian Financial June 2000 - January 2001
Wilson Sonsini Goodrich and Rosati September 1999 - May 2000
Charles Schwab & Co January 1997 - January 2000
Skills
Class Actions, Document Review, Legal Research, Pleadings, Trials, Commercial Litigation, Motions, Hearings, Civil Litigation, Legal Writing, Intellectual Property, Litigation, Public Speaking, Research, Licensing, Courts, PACER, Nonprofits, PowerPoint, Due Diligence, Westlaw, Mediation, Negotiation
Education
California Western School of Law 1992 — 1995
JD
University of California, Los Angeles 1988 — 1991
Political Science
Jeffrey Ackler's Charles Schwab & Co. Experience July 2009 - December 2011
Job CFP®, Certified Financial Planner™
Industry Financial Services
Experience
Schwab Private Client Investment Advisory August 2009 - Present
Blue Harbor Getaways, LLC January 2000 - Present
Charles Schwab & Co July 2009 - December 2011
Charles Schwab & Co June 1995 - July 2009
Direct Marketing Association 1993 - 1995
Dreyfus 1992 - 1994
Publishers Clearing House 1991 - 1993
Skills
Series 7, Series 63, Series 65, Certified Financial..., Asset Allocation, Wealth Management, Retirement Planning, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Banking, Insurance, Financial Services, Uniform Combined State..., Alternative Investments, Wealth Management..., Financial Advisory, Estate Planning, Options, FINRA, ETFs, Fixed Annuities, Equities, Asset Management, 401k, Retirement, Financial Markets, Securities, IRAs, High Net Worth..., Investment Management, Separately Managed..., Financial Planners, Wealth, Series 24, series 9, series 10, series 8
Education
SUNY Old Westbury 1988 — 1990
BS, Business
Hofstra University 1988 — 1989
Bachelor of Science (B.S.), Business & Marketing
Schwab Private Client Investment Advisory August 2009 - Present
Blue Harbor Getaways, LLC January 2000 - Present
Charles Schwab & Co July 2009 - December 2011
Charles Schwab & Co June 1995 - July 2009
Direct Marketing Association 1993 - 1995
Dreyfus 1992 - 1994
Publishers Clearing House 1991 - 1993
Skills
Series 7, Series 63, Series 65, Certified Financial..., Asset Allocation, Wealth Management, Retirement Planning, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Banking, Insurance, Financial Services, Uniform Combined State..., Alternative Investments, Wealth Management..., Financial Advisory, Estate Planning, Options, FINRA, ETFs, Fixed Annuities, Equities, Asset Management, 401k, Retirement, Financial Markets, Securities, IRAs, High Net Worth..., Investment Management, Separately Managed..., Financial Planners, Wealth, Series 24, series 9, series 10, series 8
Education
SUNY Old Westbury 1988 — 1990
BS, Business
Hofstra University 1988 — 1989
Bachelor of Science (B.S.), Business & Marketing
William Dacier's Charles Schwab & Co. Experience May 1999 - February 2005
Job Investment Advisory Specialist at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services April 2011 - February 2012
PIMCO November 2010 - April 2011
Scottsdale Capital Advisors March 2010 - November 2010
ING Funds Distributor, LLC March 2005 - March 2010
Charles Schwab & Co. May 1999 - February 2005
Skills
Series 24, Securities, Mutual Funds, Investments, Fixed Income, Equities, ETFs, Rule 144 Restricted..., Series 66, Series 7, Series 63, Third Party Money..., Investment Company Act..., Smarsh, Albridge, Client Relationship..., Custodial, Tax Deferred Accounts, Customer Identification..., Excel, Microsoft Office, Investment Product..., Suspicious Activity..., Compliance, Investment Advisory..., Investment Advisory..., Outlook, Securities Act 1933, Exchange Act 1934, FINRA, Outside Business..., Disciplinary Letter..., Email Monitoring
Education
University of Houston Law Center
J. D.
University of Maryland College Park
Business and Public Administration, Business
United Planners Financial Services April 2011 - February 2012
PIMCO November 2010 - April 2011
Scottsdale Capital Advisors March 2010 - November 2010
ING Funds Distributor, LLC March 2005 - March 2010
Charles Schwab & Co. May 1999 - February 2005
Skills
Series 24, Securities, Mutual Funds, Investments, Fixed Income, Equities, ETFs, Rule 144 Restricted..., Series 66, Series 7, Series 63, Third Party Money..., Investment Company Act..., Smarsh, Albridge, Client Relationship..., Custodial, Tax Deferred Accounts, Customer Identification..., Excel, Microsoft Office, Investment Product..., Suspicious Activity..., Compliance, Investment Advisory..., Investment Advisory..., Outlook, Securities Act 1933, Exchange Act 1934, FINRA, Outside Business..., Disciplinary Letter..., Email Monitoring
Education
University of Houston Law Center
J. D.
University of Maryland College Park
Business and Public Administration, Business
Jenee Clements's Charles Schwab & Co. Experience October 2008 - June 2009
Job Associate Financial Analyst at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente January 2014 - Present
Kaiser Permanente October 2010 - January 2014
GSC Concrete Construction, Inc./GSC Contracting, Inc September 2009 - October 2010
Charles Schwab & Co October 2008 - June 2009
Running Center May 2007 - September 2008
Skills
Series 7, Series 63, Proofreading, Time Management, Strong written and..., Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Data Entry, Accounting, Communication, Invoicing, QuickBooks, Management, Finance, Account Reconciliation, Employee Benefits, Medical Terminology
Education
California State University 2004 — 2008
Bachelor of Science, Business Administration
California State University San Marcos 2004 — 2008
BS, Business, Management, Marketing, and Related Support Services
Kaiser Permanente January 2014 - Present
Kaiser Permanente October 2010 - January 2014
GSC Concrete Construction, Inc./GSC Contracting, Inc September 2009 - October 2010
Charles Schwab & Co October 2008 - June 2009
Running Center May 2007 - September 2008
Skills
Series 7, Series 63, Proofreading, Time Management, Strong written and..., Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Data Entry, Accounting, Communication, Invoicing, QuickBooks, Management, Finance, Account Reconciliation, Employee Benefits, Medical Terminology
Education
California State University 2004 — 2008
Bachelor of Science, Business Administration
California State University San Marcos 2004 — 2008
BS, Business, Management, Marketing, and Related Support Services
Jessica Martinez's Charles Schwab & Co. Experience January 2013 - Present
Job Talent Advisor at Charles Schwab
Industry Human Resources
Experience
Charles Schwab & Co. January 2013 - Present
Discover May 2011 - January 2013
Embellish Design for Entertaining April 2008 - August 2012
Apollo Group November 2002 - June 2010
Superior Staffing Inc. June 1999 - November 2002
Skills
Management, Project Planning, Logistics, Customer Service, Team Building, Marketing, Social Networking, Strategic Planning, Budget, Public Speaking, Event Planning, Sales, Recruiting, Human Resources, Sourcing, Talent Acquisition, Leadership, Interviews
Education
University of Phoenix 2007 — 2009
MBA, Master of Business Administration
Charles Schwab & Co. January 2013 - Present
Discover May 2011 - January 2013
Embellish Design for Entertaining April 2008 - August 2012
Apollo Group November 2002 - June 2010
Superior Staffing Inc. June 1999 - November 2002
Skills
Management, Project Planning, Logistics, Customer Service, Team Building, Marketing, Social Networking, Strategic Planning, Budget, Public Speaking, Event Planning, Sales, Recruiting, Human Resources, Sourcing, Talent Acquisition, Leadership, Interviews
Education
University of Phoenix 2007 — 2009
MBA, Master of Business Administration
Robert Barnier's Charles Schwab & Co. Experience November 2013 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Charles Schwab & Co. November 2013 - Present
Franklin Joseph & Associates September 2008 - November 2013
Rexel December 1989 - September 2008
Education
University of Arizona
BS, Public Administration
Charles Schwab & Co. November 2013 - Present
Franklin Joseph & Associates September 2008 - November 2013
Rexel December 1989 - September 2008
Education
University of Arizona
BS, Public Administration
Ed Connelly's Charles Schwab & Co. Experience April 2000 - December 2004
Job Claims Representative at Travelers
Industry Insurance
Experience
Travelers November 2012 - Present
Charles Schwab December 2004 - September 2009
Charles Schwab & Co. April 2000 - December 2004
Charles Schwab & Co. November 1995 - April 2000
Charles Schwab & Co. August 1993 - November 1995
Skills
Customer Relations, Client Experience, Series 7, Retirement Services, Bank Operations, Mutual Funds, Series 63, Managed Accounts, USA PATRIOT Act, Call Center, Corporate Actions, Securities, Performance Reporting, Compliance, Investment Operations, Inbound, Risk Management, Operations Management, Outstanding Customer..., Banking, Customer Service, Call Centers, Leadership, Training, Relationship Management, Performance Management
Education
University of Central Florida
B.A., Political Science
University of Central Florida
Travelers November 2012 - Present
Charles Schwab December 2004 - September 2009
Charles Schwab & Co. April 2000 - December 2004
Charles Schwab & Co. November 1995 - April 2000
Charles Schwab & Co. August 1993 - November 1995
Skills
Customer Relations, Client Experience, Series 7, Retirement Services, Bank Operations, Mutual Funds, Series 63, Managed Accounts, USA PATRIOT Act, Call Center, Corporate Actions, Securities, Performance Reporting, Compliance, Investment Operations, Inbound, Risk Management, Operations Management, Outstanding Customer..., Banking, Customer Service, Call Centers, Leadership, Training, Relationship Management, Performance Management
Education
University of Central Florida
B.A., Political Science
University of Central Florida
Brian Barney's Charles Schwab & Co. Experience 2011 - 2011
Job Client Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
JPMorgan Chase November 2011 - October 2013
Charles Schwab & Co 2011 - 2011
Apollo Group Inc./University of Phoenix 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Customer Service, Higher Education, Critical Thinking, Data Analysis, Negotiation, Microsoft Office, New Business Development, Research, Finance, Long-term Customer..., Lead Generation, Growing Accounts, Public Speaking, PeopleSoft, Financial Analysis, Analysis, Program Evaluation, Financial Statement..., Oracle, Time Management, Business Development, Strategic Planning
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Arizona State University 2001 — 2005
Bachelor of Arts (BA), Sociology
BNY Mellon October 2013 - Present
JPMorgan Chase November 2011 - October 2013
Charles Schwab & Co 2011 - 2011
Apollo Group Inc./University of Phoenix 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Customer Service, Higher Education, Critical Thinking, Data Analysis, Negotiation, Microsoft Office, New Business Development, Research, Finance, Long-term Customer..., Lead Generation, Growing Accounts, Public Speaking, PeopleSoft, Financial Analysis, Analysis, Program Evaluation, Financial Statement..., Oracle, Time Management, Business Development, Strategic Planning
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Arizona State University 2001 — 2005
Bachelor of Arts (BA), Sociology
Bradford Schueller, MBA's Charles Schwab & Co. Experience November 1999 - November 2002
Job Niox Sales Consultant at Aerocrine
Industry Medical Devices
Experience
Aerocrine February 2013 - Present
PHH Arval February 2012 - February 2013
LifeWatch February 2009 - February 2011
Schering-Plough Pharmaceuticals November 2006 - February 2009
SCHERING-PLOUGH CORPORATION December 2002 - October 2006
CHARLES SCHWAB & CO November 1999 - November 2002
OLDE DISCOUNT BROKERAGE, INC April 1999 - October 1999
Skills
Territory Management, Sales Management, Account Management, Contract Negotiation, Managed Care, Sales Process, New Business Development, Marketing Strategy, Strategic Planning, Cardiology, Pharmaceutical Sales, Market Research, Selling, Team Building, Sales Effectiveness, Sales Force Development, Management, Business Development, Strategy, Competitive Analysis, Sales
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Marketing & International Business
University of Colorado 1995 — 1998
Bachelor of Arts, Psychology
Aerocrine February 2013 - Present
PHH Arval February 2012 - February 2013
LifeWatch February 2009 - February 2011
Schering-Plough Pharmaceuticals November 2006 - February 2009
SCHERING-PLOUGH CORPORATION December 2002 - October 2006
CHARLES SCHWAB & CO November 1999 - November 2002
OLDE DISCOUNT BROKERAGE, INC April 1999 - October 1999
Skills
Territory Management, Sales Management, Account Management, Contract Negotiation, Managed Care, Sales Process, New Business Development, Marketing Strategy, Strategic Planning, Cardiology, Pharmaceutical Sales, Market Research, Selling, Team Building, Sales Effectiveness, Sales Force Development, Management, Business Development, Strategy, Competitive Analysis, Sales
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Marketing & International Business
University of Colorado 1995 — 1998
Bachelor of Arts, Psychology
PAMELA TAKACS's Charles Schwab & Co. Experience 1991 - February 2010
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Charles Schwab & Co 1991 - February 2010
Dean Witter Reynolds 1988 - 1991
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Customer Service, Asset Allocation, Banking, Financial Services, Financial Advisory
Education
George Mason University
Bachelor of Arts, Economics
Fidelity Investments September 2011 - Present
Charles Schwab & Co 1991 - February 2010
Dean Witter Reynolds 1988 - 1991
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Customer Service, Asset Allocation, Banking, Financial Services, Financial Advisory
Education
George Mason University
Bachelor of Arts, Economics
GEORGE F. VALLE's Charles Schwab & Co. Experience March 1992 - October 1995
Job CCO/FINOP at Venecredit Securities, Inc.
Industry Financial Services
Experience
VENECREDIT SECURITIES, INC. October 2004 - Present
VCMCO October 2002 - October 2004
INVESTORS STREET, INC. March 2001 - October 2002
AMERICAN FIRST CAPITAL, INC. November 1998 - February 2000
INTERCREDIT CAPITAL MARKETS, INC. October 1995 - November 1996
CHARLES SCHWAB & CO. March 1992 - October 1995
CIC CAPITAL MARKETS January 1990 - December 1991
SOUTHEAST BANK, N.A. October 1986 - November 1989
OFFICE OF THE COMPTROLLER, THE STATE OF FLORIDA, BUREAU OF INTERNATIONAL BANKING May 1985 - October 1986
Skills
FLUENT IN ENGLISH AND..., FLUENT: ENGLISH &..., Banking, Securities, Investments
Education
The George Washington University - School of Business 1982 — 1984
Master of Business Administration (MBA), ECONOMICS & FINANCE
The George Washington University - School of Business 1978 — 1982
Bachelor of Business Administration (BBA), International Business
VENECREDIT SECURITIES, INC. October 2004 - Present
VCMCO October 2002 - October 2004
INVESTORS STREET, INC. March 2001 - October 2002
AMERICAN FIRST CAPITAL, INC. November 1998 - February 2000
INTERCREDIT CAPITAL MARKETS, INC. October 1995 - November 1996
CHARLES SCHWAB & CO. March 1992 - October 1995
CIC CAPITAL MARKETS January 1990 - December 1991
SOUTHEAST BANK, N.A. October 1986 - November 1989
OFFICE OF THE COMPTROLLER, THE STATE OF FLORIDA, BUREAU OF INTERNATIONAL BANKING May 1985 - October 1986
Skills
FLUENT IN ENGLISH AND..., FLUENT: ENGLISH &..., Banking, Securities, Investments
Education
The George Washington University - School of Business 1982 — 1984
Master of Business Administration (MBA), ECONOMICS & FINANCE
The George Washington University - School of Business 1978 — 1982
Bachelor of Business Administration (BBA), International Business
Jennifer Atwater Rosario's Charles Schwab & Co. Experience February 2008 - June 2010
Job Owner/Business Manager at Trace Asset Recovery, LLC
Industry Financial Services
Experience
Trace Asset Recovery, LLC October 2012 - Present
Rogers Wealth Group May 2012 - February 2014
Solium Capital June 2010 - November 2011
Charles Schwab & Co February 2008 - June 2010
Kiewit Western May 2007 - February 2008
USAA Investment Management Company January 2007 - May 2007
Charles Schwab & Co June 2006 - January 2007
Desert Schools Federal Credit Union April 2006 - June 2006
New York Life Insurance Company May 2005 - February 2006
New York Life Insurance Company November 2003 - May 2005
Skills
Investments, Equities, Strategic Financial..., Asset Management, Analysis, Financial Analysis, Management, Options, Fixed Income, Trading, Data Analysis, Accounting, Financial Risk, Insurance, Stocks, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Services, Banking, Relationship Management, Customer Service, Skip Tracing, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Fundraising, Planning Budgeting &..., CRM
Education
Arizona State University 2008 — 2009
Masters of Science, Financial Analysis
Arizona State University West 2008 — 2009
Masters of Science, Financial Analysis and Portfolio Management
Arizona State University 2004 — 2007
Bachelors of Science, Financial Management
Arizona State University West 2003 — 2007
Bachelors of Science, Global Business- Financial Management
Glendale Community College 2002 — 2004
Associate of Science, Business Management
Trace Asset Recovery, LLC October 2012 - Present
Rogers Wealth Group May 2012 - February 2014
Solium Capital June 2010 - November 2011
Charles Schwab & Co February 2008 - June 2010
Kiewit Western May 2007 - February 2008
USAA Investment Management Company January 2007 - May 2007
Charles Schwab & Co June 2006 - January 2007
Desert Schools Federal Credit Union April 2006 - June 2006
New York Life Insurance Company May 2005 - February 2006
New York Life Insurance Company November 2003 - May 2005
Skills
Investments, Equities, Strategic Financial..., Asset Management, Analysis, Financial Analysis, Management, Options, Fixed Income, Trading, Data Analysis, Accounting, Financial Risk, Insurance, Stocks, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Services, Banking, Relationship Management, Customer Service, Skip Tracing, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Fundraising, Planning Budgeting &..., CRM
Education
Arizona State University 2008 — 2009
Masters of Science, Financial Analysis
Arizona State University West 2008 — 2009
Masters of Science, Financial Analysis and Portfolio Management
Arizona State University 2004 — 2007
Bachelors of Science, Financial Management
Arizona State University West 2003 — 2007
Bachelors of Science, Global Business- Financial Management
Glendale Community College 2002 — 2004
Associate of Science, Business Management
Bob Fasick's Charles Schwab & Co. Experience February 1992 - October 2003
Job Regional Vice President Field Services at Defender Direct
Industry Consumer Services
Experience
Defender Direct June 2012 - Present
Relationship Management Services April 2009 - June 2012
JC Property/KB Management October 2003 - April 2009
Charles Schwab & Co February 1992 - October 2003
Skills
Customer Relations, Sales Management, Consultative Selling, Sales Process, Sales Support, Account Management, Business Strategy, Coaching, Contract Negotiation, Customer Retention, Customer Service, Direct Sales, Lead Generation, Leadership, Management, Negotiation, New Business Development, Program Management, Recruiting, Sales, Sales Operations, Sales Presentations, Salesforce.com, Selling, Solution Selling, Start-ups, Strategic Planning, Team Building, Team Leadership, Training
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
MBA, Marketing
Illinois State University 1982 — 1986
B.S, Finance, Economics
Defender Direct June 2012 - Present
Relationship Management Services April 2009 - June 2012
JC Property/KB Management October 2003 - April 2009
Charles Schwab & Co February 1992 - October 2003
Skills
Customer Relations, Sales Management, Consultative Selling, Sales Process, Sales Support, Account Management, Business Strategy, Coaching, Contract Negotiation, Customer Retention, Customer Service, Direct Sales, Lead Generation, Leadership, Management, Negotiation, New Business Development, Program Management, Recruiting, Sales, Sales Operations, Sales Presentations, Salesforce.com, Selling, Solution Selling, Start-ups, Strategic Planning, Team Building, Team Leadership, Training
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
MBA, Marketing
Illinois State University 1982 — 1986
B.S, Finance, Economics
Diane L. Roach, LMSW's Charles Schwab & Co. Experience October 1982 - April 2003
Job Professional Business and Life Coach
Industry Professional Training & Coaching
Experience
Gestalt Center Of Long Island January 2015 - Present
Diane L. Roach, LLC August 2011 - Present
South Oaks Hospital September 2011 - March 2015
TD Ameritrade April 2003 - July 2011
Charles Schwab & Co October 1982 - April 2003
Skills
Leadership, Recruiting, Psychotherapy, Personal Development, Coaching, Retirement Planning, Leadership Development, Mutual Funds, Sales Management, Investments, CRM, Executive Coaching, Program Management, Training, Public Speaking, Strategic Financial..., Employee Relations, Psychology, Relationship Management, Financial Advisory, Sales, Retirement, Team Building, Employee Training, Series 63, Organizational..., Life Transitions, Business Coaching, Group Therapy, Individual Counselling
Education
Adelphi University
MSW, Social Work
Gestalt Center of Long Island
Certified Gestalt Therapist
Gestalt Center Of Long Island January 2015 - Present
Diane L. Roach, LLC August 2011 - Present
South Oaks Hospital September 2011 - March 2015
TD Ameritrade April 2003 - July 2011
Charles Schwab & Co October 1982 - April 2003
Skills
Leadership, Recruiting, Psychotherapy, Personal Development, Coaching, Retirement Planning, Leadership Development, Mutual Funds, Sales Management, Investments, CRM, Executive Coaching, Program Management, Training, Public Speaking, Strategic Financial..., Employee Relations, Psychology, Relationship Management, Financial Advisory, Sales, Retirement, Team Building, Employee Training, Series 63, Organizational..., Life Transitions, Business Coaching, Group Therapy, Individual Counselling
Education
Adelphi University
MSW, Social Work
Gestalt Center of Long Island
Certified Gestalt Therapist
Joseph Patrick III's Charles Schwab & Co. Experience June 2008 - April 2010
Job Business Manager of Revenue Cycle Operations at Parkview Health
Industry Hospital & Health Care
Experience
Parkview Health June 2013 - Present
St. Vincent’s Health System June 2012 - June 2013
American Red Cross June 2011 - October 2011
Charles Schwab June 2008 - April 2010
CHARLES SCHWAB & CO June 2008 - April 2010
Skills
Series 7, Mutual Funds, Financial Analysis, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Investment Strategies, Strategic Financial..., Portfolio Management, Options, Financial Modeling, Investment Management, Equities, Financial Advisory, Capital Markets, Fixed Income, Bonds, Equity Trading, Leadership, Finance, Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2012
MBA, Healthcare Opperations
University of Illinois
MBA, Healthcare Operations
Ball State University 2004 — 2008
Bachelor's degree, Corporate Finance, 3.34
Ball State University
Bachelor of Science, Finance
Parkview Health June 2013 - Present
St. Vincent’s Health System June 2012 - June 2013
American Red Cross June 2011 - October 2011
Charles Schwab June 2008 - April 2010
CHARLES SCHWAB & CO June 2008 - April 2010
Skills
Series 7, Mutual Funds, Financial Analysis, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Investment Strategies, Strategic Financial..., Portfolio Management, Options, Financial Modeling, Investment Management, Equities, Financial Advisory, Capital Markets, Fixed Income, Bonds, Equity Trading, Leadership, Finance, Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2012
MBA, Healthcare Opperations
University of Illinois
MBA, Healthcare Operations
Ball State University 2004 — 2008
Bachelor's degree, Corporate Finance, 3.34
Ball State University
Bachelor of Science, Finance
Daniel Quines's Charles Schwab & Co. Experience October 2010 - November 2010
Job Bookkeeper
Industry Accounting
Experience
The Aurora Singers March 2007 - March 2012
Charles Schwab & Co October 2010 - November 2010
Vaisala September 2008 - February 2010
First Data October 2007 - January 2008
Springbok Services April 2007 - July 2007
Expediter's International April 2006 - September 2006
Qualcomm April 1997 - June 2004
Education
MiraCosta College 2013 — 2013
Certificate, Professional Bookkeeping
Morse High School
South Bay Trade Schools
The Aurora Singers March 2007 - March 2012
Charles Schwab & Co October 2010 - November 2010
Vaisala September 2008 - February 2010
First Data October 2007 - January 2008
Springbok Services April 2007 - July 2007
Expediter's International April 2006 - September 2006
Qualcomm April 1997 - June 2004
Education
MiraCosta College 2013 — 2013
Certificate, Professional Bookkeeping
Morse High School
South Bay Trade Schools
Jennifer Ganschow's Charles Schwab & Co. Experience 2006 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab & Co 2006 - Present
Skills
Series 63, Mutual Funds, Retirement Planning, Financial Services, Series 7, Securities, Retirement, Equities, Process Design and...
Education
Arizona State University
Accounting and Finance
Northern Arizona University
Bachelor of Science (BS), Hotel & Restaurant Management
Charles Schwab & Co 2006 - Present
Skills
Series 63, Mutual Funds, Retirement Planning, Financial Services, Series 7, Securities, Retirement, Equities, Process Design and...
Education
Arizona State University
Accounting and Finance
Northern Arizona University
Bachelor of Science (BS), Hotel & Restaurant Management
Chris Brannan's Charles Schwab & Co. Experience June 2006 - February 2014
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Charles Schwab & Co June 2006 - February 2014
Skills
Risk Management, Banking, Investments, Management, Customer Service, Finance, Portfolio Management, Financial Analysis, Microsoft Office, Equities
Education
Florida State University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch February 2014 - Present
Charles Schwab & Co June 2006 - February 2014
Skills
Risk Management, Banking, Investments, Management, Customer Service, Finance, Portfolio Management, Financial Analysis, Microsoft Office, Equities
Education
Florida State University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rhonda Blankenship's Charles Schwab & Co. Experience 2007 - 2014
Job Banking Professional
Industry Banking
Experience
Charles Schwab & Co 2007 - 2014
COUNTRYWIDE HOME LOANS January 2005 - August 2007
TEDASCO CONSTRUCTION January 2004 - December 2004
Education
Lassen Community College 1997 — 1999
Associates, Crminal Justice
Charles Schwab & Co 2007 - 2014
COUNTRYWIDE HOME LOANS January 2005 - August 2007
TEDASCO CONSTRUCTION January 2004 - December 2004
Education
Lassen Community College 1997 — 1999
Associates, Crminal Justice
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY