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,
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Charles Schwab & Co. Employees
Employee
Years
Job
Industry
Rebecca Campigotto, LEED Green Associate, CAPM Rebecca Campigotto, LEED Green Associate, CAPM's Charles Schwab & Co. Experience November 2010 - August 2012
Job Real Estate Strategy Project Analyst at Deloitte
Industry Real Estate
Experience
Deloitte August 2015 - Present
CBRE April 2013 - August 2015
CBRE August 2012 - April 2013
Charles Schwab & Co November 2010 - August 2012
Stevens & Associates June 2010 - August 2010
Keller Williams Reality Success June 2009 - November 2009
Funk Development June 2009 - November 2009
Hyatt Regency Denver October 2006 - May 2007
Skills
Investment Properties, Customer Service, Property Management, Commercial Real Estate, Brokerage, Investments, Financial Analysis, Market Research, Real Estate Transactions, Leases, Landlords, Real Estate Development, Finance, Condos, Portfolio Management, Real Estate Economics, Real Estate, Tenant, Due Diligence, Valuation, Selling, Contract Negotiation, Microsoft Excel, Management
Education
University of Colorado Denver 2013 — 2015
Master's degree, Finance and Financial Management Services
University of Denver 2006 — 2010
Bachelor of Science, Business Administration; Real Estate and Construction Management
University of Denver - Daniels College of Business 2006 — 2010
BSBA, Real Estate and Construction Management
Deloitte August 2015 - Present
CBRE April 2013 - August 2015
CBRE August 2012 - April 2013
Charles Schwab & Co November 2010 - August 2012
Stevens & Associates June 2010 - August 2010
Keller Williams Reality Success June 2009 - November 2009
Funk Development June 2009 - November 2009
Hyatt Regency Denver October 2006 - May 2007
Skills
Investment Properties, Customer Service, Property Management, Commercial Real Estate, Brokerage, Investments, Financial Analysis, Market Research, Real Estate Transactions, Leases, Landlords, Real Estate Development, Finance, Condos, Portfolio Management, Real Estate Economics, Real Estate, Tenant, Due Diligence, Valuation, Selling, Contract Negotiation, Microsoft Excel, Management
Education
University of Colorado Denver 2013 — 2015
Master's degree, Finance and Financial Management Services
University of Denver 2006 — 2010
Bachelor of Science, Business Administration; Real Estate and Construction Management
University of Denver - Daniels College of Business 2006 — 2010
BSBA, Real Estate and Construction Management
Christina Stonehouse Christina Stonehouse's Charles Schwab & Co. Experience January 1993 - January 1995
Job
Industry Marketing and Advertising
Experience
Stonehouse Consulting February 2005 - Present
Tippit, Inc March 2008 - October 2008
Charles Schwab and Company November 1993 - November 2004
Charles Schwab & Co January 1993 - January 1995
Sprint January 1983 - January 1986
Hibernia Bank January 1982 - January 1983
Skills
Market Research, Competitive Intelligence, Marketing Strategy, Research, Analytics, Business Strategy, Competitive Analysis, Business Intelligence, Lead Generation, Market Analysis, Strategy, Entrepreneurship, Direct Marketing, Financial Analysis, Customer Insight, Marketing, Management, Strategic Partnerships, Analysis, Leadership, Strategic Planning, Product Marketing, Marketing Research, Salesforce.com, Consulting, B2B, Project Management, Product Development, Sales Operations, Segmentation, Product Management
Education
City College of San Francisco 2013 — 2015
Travel & Toursim
University of California, Berkeley, Haas School of Business 1990 — 1993
MBA, Strategic marketing
Liverpool University, England
BSc, Applied Mathematics
Stonehouse Consulting February 2005 - Present
Tippit, Inc March 2008 - October 2008
Charles Schwab and Company November 1993 - November 2004
Charles Schwab & Co January 1993 - January 1995
Sprint January 1983 - January 1986
Hibernia Bank January 1982 - January 1983
Skills
Market Research, Competitive Intelligence, Marketing Strategy, Research, Analytics, Business Strategy, Competitive Analysis, Business Intelligence, Lead Generation, Market Analysis, Strategy, Entrepreneurship, Direct Marketing, Financial Analysis, Customer Insight, Marketing, Management, Strategic Partnerships, Analysis, Leadership, Strategic Planning, Product Marketing, Marketing Research, Salesforce.com, Consulting, B2B, Project Management, Product Development, Sales Operations, Segmentation, Product Management
Education
City College of San Francisco 2013 — 2015
Travel & Toursim
University of California, Berkeley, Haas School of Business 1990 — 1993
MBA, Strategic marketing
Liverpool University, England
BSc, Applied Mathematics
Cory Evans Cory Evans's Charles Schwab & Co. Experience February 1999 - August 2003
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - September 2015
NewFocus Financial Group June 2014 - March 2015
YellowBrickRoad Financial Advisors March 2013 - June 2014
YellowBrickRoad Financial Advisors December 2012 - March 2013
Private Ocean January 2008 - November 2012
Citco Fund Services January 2007 - October 2007
The Heritage Foundation September 2005 - December 2005
Charles Schwab & Co February 1999 - August 2003
Skills
Investments, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Finance, Wealth Management, Investment Management, Financial Advisory, Equities, Asset Managment, Investment Strategies, Alternative Investments, Securities, Financial Planning, Series 65, Series 7, Financial Services, Portfolio Management, Retirement Planning, Series 63
Education
University of California, Davis
Bachelor of Arts, International Relations
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - September 2015
NewFocus Financial Group June 2014 - March 2015
YellowBrickRoad Financial Advisors March 2013 - June 2014
YellowBrickRoad Financial Advisors December 2012 - March 2013
Private Ocean January 2008 - November 2012
Citco Fund Services January 2007 - October 2007
The Heritage Foundation September 2005 - December 2005
Charles Schwab & Co February 1999 - August 2003
Skills
Investments, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Finance, Wealth Management, Investment Management, Financial Advisory, Equities, Asset Managment, Investment Strategies, Alternative Investments, Securities, Financial Planning, Series 65, Series 7, Financial Services, Portfolio Management, Retirement Planning, Series 63
Education
University of California, Davis
Bachelor of Arts, International Relations
Tom Hintz Tom Hintz's Charles Schwab & Co. Experience 1997 - 2005
Job Senior Architect at NeuStar, Inc.
Industry Financial Services
Experience
NeuStar, Inc. July 2013 - Present
StubHub January 2012 - July 2013
Walmart.com June 2011 - December 2011
Gemstone Global Services July 2010 - March 2011
NCR January 2008 - June 2010
Pay By Touch September 2005 - December 2007
Charles Schwab & Co 1997 - 2005
PlanetRx 1999 - 2000
Carnegie Group Inc. October 1995 - October 1996
TCI September 1994 - September 1995
Skills
J2EE, Architecture, System Architecture, Unix, XML, Linux, Agile, Spring, Scalability, Java Enterprise Edition, Agile Methodologies, Distributed Systems, REST, Web Services, Integration, Open Source, Cloud Computing, Enterprise Architecture, Software Development, Java, E-commerce, JBoss Application Server, SOA, Software Engineering, Scrum, Agile Project Management, Architectures, Mobile Applications, Web Applications, Enterprise Software, Perl, SaaS, Software Design, Strategy, Databases
Education
University of Colorado at Boulder 1988 — 1992
BS, Computer Science
NeuStar, Inc. July 2013 - Present
StubHub January 2012 - July 2013
Walmart.com June 2011 - December 2011
Gemstone Global Services July 2010 - March 2011
NCR January 2008 - June 2010
Pay By Touch September 2005 - December 2007
Charles Schwab & Co 1997 - 2005
PlanetRx 1999 - 2000
Carnegie Group Inc. October 1995 - October 1996
TCI September 1994 - September 1995
Skills
J2EE, Architecture, System Architecture, Unix, XML, Linux, Agile, Spring, Scalability, Java Enterprise Edition, Agile Methodologies, Distributed Systems, REST, Web Services, Integration, Open Source, Cloud Computing, Enterprise Architecture, Software Development, Java, E-commerce, JBoss Application Server, SOA, Software Engineering, Scrum, Agile Project Management, Architectures, Mobile Applications, Web Applications, Enterprise Software, Perl, SaaS, Software Design, Strategy, Databases
Education
University of Colorado at Boulder 1988 — 1992
BS, Computer Science
Derek Madden Derek Madden's Charles Schwab & Co. Experience 2000 - 2004
Job Digital Communications And Marketing at Grand River Jackpot LLC
Industry Marketing and Advertising
Experience
Grand River Jackpot LLC March 2015 - Present
LocalAppGuy.com September 2012 - Present
Widow at Windsor January 2012 - May 2014
Coldwell Banker Commercial 2008 - 2012
Coastal Technology Partners 2005 - 2007
Charles Schwab & Co 2000 - 2004
DHL 1997 - 2000
Skills
Investment Properties, Disposition, Brokerage, Investors, REO, Short Sales, Sellers, Property Management, Real Estate Development, Foreclosures, First Time Home Buyers, Tenant, 1031 Exchanges, Location Intelligence, Buyer Representation, Landlord, Selling, Sales, Google Adwords, Mobile Advertising, Social Media Marketing, Online Video Strategy, Mobile Marketing, Website Monetization, Live Video Streaming, Mobile Games, Business Intelligence, Mobile Web Design, Customer Service, Team Building, Marketing Strategy, Account Management, Contract Negotiation, Social Media, Strategic Planning, Negotiation, Marketing, Business Development, B2B, New Business Development, Sales Management
Education
University of Illinois at Urbana-Champaign 1988 — 1994
Bachelor of Arts (BA), English-Pre-Med
University of Phoenix MBA 2003 — 2005
Master of Business Administration (MBA), Marketing/Marketing Management, 4.94/5.0 with Honors
Grand River Jackpot LLC March 2015 - Present
LocalAppGuy.com September 2012 - Present
Widow at Windsor January 2012 - May 2014
Coldwell Banker Commercial 2008 - 2012
Coastal Technology Partners 2005 - 2007
Charles Schwab & Co 2000 - 2004
DHL 1997 - 2000
Skills
Investment Properties, Disposition, Brokerage, Investors, REO, Short Sales, Sellers, Property Management, Real Estate Development, Foreclosures, First Time Home Buyers, Tenant, 1031 Exchanges, Location Intelligence, Buyer Representation, Landlord, Selling, Sales, Google Adwords, Mobile Advertising, Social Media Marketing, Online Video Strategy, Mobile Marketing, Website Monetization, Live Video Streaming, Mobile Games, Business Intelligence, Mobile Web Design, Customer Service, Team Building, Marketing Strategy, Account Management, Contract Negotiation, Social Media, Strategic Planning, Negotiation, Marketing, Business Development, B2B, New Business Development, Sales Management
Education
University of Illinois at Urbana-Champaign 1988 — 1994
Bachelor of Arts (BA), English-Pre-Med
University of Phoenix MBA 2003 — 2005
Master of Business Administration (MBA), Marketing/Marketing Management, 4.94/5.0 with Honors
Scott Hart Scott Hart's Charles Schwab & Co. Experience April 2007 - February 2013
Job Transition Services Manager at Scottrade Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services February 2013 - Present
Charles Schwab & Co April 2007 - February 2013
Schwab Institutional September 2000 - April 2007
Citigroup Worldwide Securities June 1996 - September 2000
Skills
Series 7, Financial Services, Securities, Investments, Strategy, Management, Asset Management, Investment Advisory
Education
University of South Florida 1997 — 1999
MBA, Finance, Mgmt, International Business, 3.66
University of Louisville
Bachelor of Science in Business Admin, Finance, 3.5
Scottrade® Advisor Services February 2013 - Present
Charles Schwab & Co April 2007 - February 2013
Schwab Institutional September 2000 - April 2007
Citigroup Worldwide Securities June 1996 - September 2000
Skills
Series 7, Financial Services, Securities, Investments, Strategy, Management, Asset Management, Investment Advisory
Education
University of South Florida 1997 — 1999
MBA, Finance, Mgmt, International Business, 3.66
University of Louisville
Bachelor of Science in Business Admin, Finance, 3.5
Robert Katyal Robert Katyal's Charles Schwab & Co. Experience January 2002 - January 2007
Job Manager IT Service Management at Herbalife
Industry Information Technology and Services
Experience
Herbalife February 2013 - Present
SAIC June 2011 - July 2012
Charles Schwab August 2007 - September 2009
Charles Schwab & Co January 2002 - January 2007
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
SEER TECHNOLOGIES, INC January 1995 - January 1997
SEER Technologies 1995 - 1997
Skills
Release Management, Change Management, ITIL, Documentation, IT Audit, Compliance Management, SOX, Software Implementation, Software Quality..., Software Project..., PMP, ITIL Implementation, Sarbanes-Oxley Act, Software Documentation
Education
University of California, Irvine 1989 — 1994
BS, Computer Science, Economics
University of California, Berkeley
BA, Economics
Herbalife February 2013 - Present
SAIC June 2011 - July 2012
Charles Schwab August 2007 - September 2009
Charles Schwab & Co January 2002 - January 2007
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
SEER TECHNOLOGIES, INC January 1995 - January 1997
SEER Technologies 1995 - 1997
Skills
Release Management, Change Management, ITIL, Documentation, IT Audit, Compliance Management, SOX, Software Implementation, Software Quality..., Software Project..., PMP, ITIL Implementation, Sarbanes-Oxley Act, Software Documentation
Education
University of California, Irvine 1989 — 1994
BS, Computer Science, Economics
University of California, Berkeley
BA, Economics
Cadence Low Cadence Low's Charles Schwab & Co. Experience March 2003 - September 2005
Job Senior Business Analyst at Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California February 2013 - Present
Williams-Sonoma, Inc. August 2012 - December 2012
Restoration Hardware February 2012 - August 2012
FICO August 2011 - February 2012
Fireman's Fund Insurance Company/Allianz December 2006 - March 2011
Integrated Insurance Technologies October 2005 - December 2006
Charles Schwab & Co March 2003 - September 2005
Orrick, Herrington & Sutcliffe, LLP December 2000 - April 2002
City and County of San Francisco 1998 - 2000
Skills
Product Management, Business Intelligence, Software Project..., Process Improvement, Software Documentation, Quality Assurance, Management, Web Services, Requirements Analysis, Testing, SQL, Analysis, Agile Methodologies, CRM, E-commerce, Requirements Gathering, Oracle, Business Requirements, Cross-functional Team..., Systems Analysis, SDLC, Enterprise Software, Business Analysis
Education
San Francisco State University 1982 — 1987
BA; School of, Theatre Arts
Blue Shield of California February 2013 - Present
Williams-Sonoma, Inc. August 2012 - December 2012
Restoration Hardware February 2012 - August 2012
FICO August 2011 - February 2012
Fireman's Fund Insurance Company/Allianz December 2006 - March 2011
Integrated Insurance Technologies October 2005 - December 2006
Charles Schwab & Co March 2003 - September 2005
Orrick, Herrington & Sutcliffe, LLP December 2000 - April 2002
City and County of San Francisco 1998 - 2000
Skills
Product Management, Business Intelligence, Software Project..., Process Improvement, Software Documentation, Quality Assurance, Management, Web Services, Requirements Analysis, Testing, SQL, Analysis, Agile Methodologies, CRM, E-commerce, Requirements Gathering, Oracle, Business Requirements, Cross-functional Team..., Systems Analysis, SDLC, Enterprise Software, Business Analysis
Education
San Francisco State University 1982 — 1987
BA; School of, Theatre Arts
Joe Ransom Joe Ransom's Charles Schwab & Co. Experience September 2000 - December 2011
Job Managing Director Supervisory Risk Management
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Charles Schwab October 2012 - Present
Charles Schwab & Co September 2000 - December 2011
Citigroup December 1997 - September 2000
Skills
Relator, Developer, Discipline, Competition, Ideation, Vendor Relations, BPO, Change Management, Strategic Planning
Education
The University of Kansas 1987 — 1992
Charles Schwab October 2013 - Present
Charles Schwab October 2012 - Present
Charles Schwab & Co September 2000 - December 2011
Citigroup December 1997 - September 2000
Skills
Relator, Developer, Discipline, Competition, Ideation, Vendor Relations, BPO, Change Management, Strategic Planning
Education
The University of Kansas 1987 — 1992
Chris Pedersen,CFA Chris Pedersen,CFA's Charles Schwab & Co. Experience January 1998 - January 2002
Job Senior Product Specialist BondEdge Solutions
Industry Information Technology and Services
Experience
Bondedge Solutions August 2006 - Present
Check Capital Management, Inc December 2002 - August 2006
Charles Schwab and Co March 1994 - September 2002
Charles Schwab & Co January 1998 - January 2002
Charles Schwab January 1996 - January 1998
Charles Schwab's & Co January 1994 - January 1995
Skills
Fixed Income, Portfolio Management, Bonds, Asset Managment, Securities, Trading Systems, Capital Markets, Bloomberg, Investments, Risk Management, Analytics, Strategic Financial..., Equities, Derivatives, Asset Management, Financial Markets, Financial Modeling, Financial Services, Wealth Management, Trading, Options, Investment Management, Mutual Funds, Financial Risk, Asset Allocation, Financial Analysis, Finance, Valuation, Financial Planning
Education
University of California, Santa Barbara 1990 — 1993
BA, Mathematics & Economics
University of California, Santa Barbara 1990 — 1993
MA, Economics; finance
Bondedge Solutions August 2006 - Present
Check Capital Management, Inc December 2002 - August 2006
Charles Schwab and Co March 1994 - September 2002
Charles Schwab & Co January 1998 - January 2002
Charles Schwab January 1996 - January 1998
Charles Schwab's & Co January 1994 - January 1995
Skills
Fixed Income, Portfolio Management, Bonds, Asset Managment, Securities, Trading Systems, Capital Markets, Bloomberg, Investments, Risk Management, Analytics, Strategic Financial..., Equities, Derivatives, Asset Management, Financial Markets, Financial Modeling, Financial Services, Wealth Management, Trading, Options, Investment Management, Mutual Funds, Financial Risk, Asset Allocation, Financial Analysis, Finance, Valuation, Financial Planning
Education
University of California, Santa Barbara 1990 — 1993
BA, Mathematics & Economics
University of California, Santa Barbara 1990 — 1993
MA, Economics; finance
Patrick Eitel's Charles Schwab & Co. Experience September 2000 - September 2001
Job Owner, Eitel Group Keller Williams
Industry Real Estate
Experience
Eitel Group Real Estate company @ Keller Williams January 2005 - Present
Dell January 2002 - January 2005
Charles Schwab & Co September 2000 - September 2001
Skills
Customer Relations, New Business Development, First Time Home Buyers, Investment Properties, Retirement, Account Management, Luxury Lifestyle, Luxury, Customer Service, Real Estate, Selling, Real Estate Transactions, Short Sales, Sellers, Condos, Property, Single Family Homes, Relocation, Investors, New Home Sales, Residential Homes, Foreclosures, Referrals, Buyer Representation, REO, Real Property, Buyers, Townhomes, ABR, New Homes, 1031 Exchanges, Brokerage, Vacation Homes, Commercial Real Estate, Waterfront, HUD, Listings, Seniors, SFR, Move Up Buyers, Rentals, Real Estate Financing, Income Properties, Home Staging, Real Estate Economics
Education
Texas State University 1996 — 2000
BBA
Eitel Group Real Estate company @ Keller Williams January 2005 - Present
Dell January 2002 - January 2005
Charles Schwab & Co September 2000 - September 2001
Skills
Customer Relations, New Business Development, First Time Home Buyers, Investment Properties, Retirement, Account Management, Luxury Lifestyle, Luxury, Customer Service, Real Estate, Selling, Real Estate Transactions, Short Sales, Sellers, Condos, Property, Single Family Homes, Relocation, Investors, New Home Sales, Residential Homes, Foreclosures, Referrals, Buyer Representation, REO, Real Property, Buyers, Townhomes, ABR, New Homes, 1031 Exchanges, Brokerage, Vacation Homes, Commercial Real Estate, Waterfront, HUD, Listings, Seniors, SFR, Move Up Buyers, Rentals, Real Estate Financing, Income Properties, Home Staging, Real Estate Economics
Education
Texas State University 1996 — 2000
BBA
James Chie James Chie's Charles Schwab & Co. Experience
Job Senior Application Designer at Charles Schwab & Co
Industry Information Technology and Services
Experience
Charles Schwab & Co
Skills
IBM Mainframe, DB2, CICS, SAS programming, Visual Basic, IIS, Microsoft Office, Oracle 9i, Unix, JCL, Java, JavaScript, VBScript, SQL, Mainframe, Software Development, Agile Methodologies, Scrum, COBOL, Database Design, XML, WebSphere MQ, Relational Databases
Education
University of Canberra 1977 — 1980
Bachelor of Arts (B.A.), Computing Studies
Charles Schwab & Co
Skills
IBM Mainframe, DB2, CICS, SAS programming, Visual Basic, IIS, Microsoft Office, Oracle 9i, Unix, JCL, Java, JavaScript, VBScript, SQL, Mainframe, Software Development, Agile Methodologies, Scrum, COBOL, Database Design, XML, WebSphere MQ, Relational Databases
Education
University of Canberra 1977 — 1980
Bachelor of Arts (B.A.), Computing Studies
Frank Adorna Frank Adorna's Charles Schwab & Co. Experience February 2000 - August 2010
Job at
Industry Financial Services
Experience
Silcon Valley Bank August 2010 - Present
Charles Schwab & Co February 2000 - August 2010
Japan Airlines 1972 - 1992
Education
Seton Hall University 1966 — 1970
BS, Mathematics, Education
Silcon Valley Bank August 2010 - Present
Charles Schwab & Co February 2000 - August 2010
Japan Airlines 1972 - 1992
Education
Seton Hall University 1966 — 1970
BS, Mathematics, Education
Eric Walker Eric Walker's Charles Schwab & Co. Experience February 1990 - November 2006
Job Division Vice President at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store 2014 - Present
Equity Trust Company 2012 - 2014
TD Ameritrade April 2007 - August 2012
Citigroup Smith Barney December 2006 - April 2007
Charles Schwab & Co February 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis
Education
Washington University in St. Louis - Olin Business School 2009 — 2009
Leading through Change
Truman State University 1985 — 1989
Bachelor of Science, Business Administration
The Mutual Fund Store 2014 - Present
Equity Trust Company 2012 - 2014
TD Ameritrade April 2007 - August 2012
Citigroup Smith Barney December 2006 - April 2007
Charles Schwab & Co February 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis
Education
Washington University in St. Louis - Olin Business School 2009 — 2009
Leading through Change
Truman State University 1985 — 1989
Bachelor of Science, Business Administration
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
Tim Kohanski Tim Kohanski's Charles Schwab & Co. Experience January 1995 - January 2001
Job Technician at Webpass Inc.
Industry Information Technology and Services
Experience
Webpass Inc. April 2010 - Present
Island Logic, Inc October 2003 - October 2009
Charles Schwab & Co January 1995 - January 2001
Charles Schwab & Co January 1989 - January 1995
Charles Schwab & Co January 1987 - January 1989
Charles Schwab & Co January 1984 - January 1987
Skills
Active Directory, Technical Support, Network Security, Wireless Networking, Networking, Computer Hardware, Servers, Software Installation
Education
University of California, Berkeley
B.S, Political Economy of Natural Resources
Webpass Inc. April 2010 - Present
Island Logic, Inc October 2003 - October 2009
Charles Schwab & Co January 1995 - January 2001
Charles Schwab & Co January 1989 - January 1995
Charles Schwab & Co January 1987 - January 1989
Charles Schwab & Co January 1984 - January 1987
Skills
Active Directory, Technical Support, Network Security, Wireless Networking, Networking, Computer Hardware, Servers, Software Installation
Education
University of California, Berkeley
B.S, Political Economy of Natural Resources
Kevin Curran, AIA Kevin Curran, AIA's Charles Schwab & Co. Experience 1998 - 2004
Job Director of Construction, New Stanford Hospital at Stanford Hospital & Clinics
Industry Construction
Experience
Stanford Hospital & Clinics January 2013 - Present
URS Corporation February 2011 - January 2013
Jtec HCM, Inc. June 2007 - February 2011
Stanford Hospital & Clinics 2004 - 2007
URS Corporation 2004 - 2005
Charles Schwab & Co 1998 - 2004
Koll- CB Richard Ellis 1996 - 1998
General Services Administration 1989 - 1994
Skidmore Owings & Merrill LLP (SOM) 1989 - 1990
Skills
Healthcare, Hospitals, Construction Management, Construction, Real Estate
Education
University of Southern California 1983 — 1989
B Arch, Architecture, Business, Planning
Stanford Hospital & Clinics January 2013 - Present
URS Corporation February 2011 - January 2013
Jtec HCM, Inc. June 2007 - February 2011
Stanford Hospital & Clinics 2004 - 2007
URS Corporation 2004 - 2005
Charles Schwab & Co 1998 - 2004
Koll- CB Richard Ellis 1996 - 1998
General Services Administration 1989 - 1994
Skidmore Owings & Merrill LLP (SOM) 1989 - 1990
Skills
Healthcare, Hospitals, Construction Management, Construction, Real Estate
Education
University of Southern California 1983 — 1989
B Arch, Architecture, Business, Planning
T. Scott Nevitt AAMS®'s Charles Schwab & Co. Experience 2005 - 2007
Job Investment Advisor Representative of Voya Financial Advisors, Inc./Financial Advisor Vision Financial Group
Industry Financial Services
Experience
Vision Financial Group November 2012 - Present
CORE Asset Management/Berthel Fisher Financial Services, Inc February 2008 - November 2012
Peoples Company March 2009 - December 2009
Charles Schwab & Co 2005 - 2007
FBL Financial Group, Inc. 2003 - 2004
DSM Financial 2002 - 2004
ING 1999 - 2002
Education
University of Northern Iowa 1994 — 1999
Bachelor of Arts, Finance
Southeast Polk High School 1990 — 1994
Vision Financial Group November 2012 - Present
CORE Asset Management/Berthel Fisher Financial Services, Inc February 2008 - November 2012
Peoples Company March 2009 - December 2009
Charles Schwab & Co 2005 - 2007
FBL Financial Group, Inc. 2003 - 2004
DSM Financial 2002 - 2004
ING 1999 - 2002
Education
University of Northern Iowa 1994 — 1999
Bachelor of Arts, Finance
Southeast Polk High School 1990 — 1994
Margret Trilli Margret Trilli's Charles Schwab & Co. Experience March 2007 - March 2008
Job Family Advisory / Private Wealth Advisory
Industry Financial Services
Experience
Intentional Capital LLC September 2014 - Present
The Agnew Company December 2013 - Present
Omprakash February 2013 - Present
Trillion Strategy Group LLC June 2012 - Present
Charles Schwab January 2011 - May 2012
Charles Schwab March 2008 - January 2011
Charles Schwab & Co March 2007 - March 2008
Barclays Global Investors May 2002 - May 2005
Barclays Global Investors June 1999 - May 2002
Barclays Global Investors January 1998 - June 1999
Education
Stanford University Graduate School of Business
Master's degree
University of California, Santa Barbara
Bachelor's degree
Intentional Capital LLC September 2014 - Present
The Agnew Company December 2013 - Present
Omprakash February 2013 - Present
Trillion Strategy Group LLC June 2012 - Present
Charles Schwab January 2011 - May 2012
Charles Schwab March 2008 - January 2011
Charles Schwab & Co March 2007 - March 2008
Barclays Global Investors May 2002 - May 2005
Barclays Global Investors June 1999 - May 2002
Barclays Global Investors January 1998 - June 1999
Education
Stanford University Graduate School of Business
Master's degree
University of California, Santa Barbara
Bachelor's degree
Robert Gee Robert Gee's Charles Schwab & Co. Experience September 1989 - November 1999
Job Vice President/Senior Brand Manager at Bank of the West
Industry Banking
Experience
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica Retirement Markets, Inc April 2005 - October 2006
Citibank/Citicorp Investments August 2002 - August 2004
EA Invest Securities, Inc March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc December 1999 - October 2000
Charles Schwab & Co September 1989 - November 1999
Skills
Fluent in Spanish., Basic Chinese (Mandarin...
Education
San Francisco State University 1986 — 1989
Bachelor of Arts Degree, Economics
University of California 1985 — 1986
Economics
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica Retirement Markets, Inc April 2005 - October 2006
Citibank/Citicorp Investments August 2002 - August 2004
EA Invest Securities, Inc March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc December 1999 - October 2000
Charles Schwab & Co September 1989 - November 1999
Skills
Fluent in Spanish., Basic Chinese (Mandarin...
Education
San Francisco State University 1986 — 1989
Bachelor of Arts Degree, Economics
University of California 1985 — 1986
Economics
April Valdivia April Valdivia's Charles Schwab & Co. Experience March 2007 - April 2011
Job Registered Client Service Associate Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Charles Schwab June 2011 - June 2014
Charles Schwab & Co March 2007 - April 2011
Charles Schwab & Co March 2009 - September 2009
Fisher Investments June 2005 - March 2007
Round Hill Securities March 2003 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management
Education
San Francisco State University 2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
San Francisco State University
B.A, Spanish
Morgan Stanley Wealth Management June 2014 - Present
Charles Schwab June 2011 - June 2014
Charles Schwab & Co March 2007 - April 2011
Charles Schwab & Co March 2009 - September 2009
Fisher Investments June 2005 - March 2007
Round Hill Securities March 2003 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management
Education
San Francisco State University 2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
San Francisco State University
B.A, Spanish
Art Leaffer Art Leaffer's Charles Schwab & Co. Experience 1996 - 1998
Job Founder at Dedicated Defined Benefit Services
Industry Financial Services
Experience
Self-Employed - Marketing for TPAs and Financial Service Companies FounderDedicated Defined Benefit ServicesApril 2006 - 2014
Charles Schwab & Co 1996 - 1998
Bank of America 1990 - 1996
Skills
Retirement Planning, Defined Benefit, Retirement, 401k, Investment Advisory, Pensions, Investment Strategies, Fixed Annuities, Financial Advisory, Estate Planning, Asset Allocation
Education
San Francisco State University 1977 — 1981
Master of Business Administration (MBA)
The Hebrew University 1967 — 1971
B.A., Linguistics
University of California, Santa Cruz 1965 — 1967
Self-Employed - Marketing for TPAs and Financial Service Companies FounderDedicated Defined Benefit ServicesApril 2006 - 2014
Charles Schwab & Co 1996 - 1998
Bank of America 1990 - 1996
Skills
Retirement Planning, Defined Benefit, Retirement, 401k, Investment Advisory, Pensions, Investment Strategies, Fixed Annuities, Financial Advisory, Estate Planning, Asset Allocation
Education
San Francisco State University 1977 — 1981
Master of Business Administration (MBA)
The Hebrew University 1967 — 1971
B.A., Linguistics
University of California, Santa Cruz 1965 — 1967
Brian Leeton Brian Leeton's Charles Schwab & Co. Experience July 1998 - August 2004
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2004 - Present
Charles Schwab & Co July 1998 - August 2004
MAPA,, Inc June 1995 - September 1997
Education
Texas A&M University-Commerce
Bachelors
Wells Fargo Advisors, LLC October 2004 - Present
Charles Schwab & Co July 1998 - August 2004
MAPA,, Inc June 1995 - September 1997
Education
Texas A&M University-Commerce
Bachelors
Rene Leogrande's Charles Schwab & Co. Experience 1996 - 2005
Job Senior Product Manager, ETF Platform at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Charles Schwab March 2007 - July 2013
Wells Fargo December 2004 - March 2007
Charles Schwab & Co 1996 - 2005
RR Donnelley Financial 1993 - 1995
Amerada Hess Corporation 1989 - 1992
Drexel Burhnam Lambert 1986 - 1990
Skills
Product Management, User Experience, Financial Services, Agile Methodologies, Product Marketing, Scrum, Usability Testing, Corporate Communications, Project Management, Vendor Management, Leadership, Analysis, Portfolio Management, E-commerce, Management
Education
State University of New York College at Buffalo
BS, Design
University of Arizona
MFA, Design
Charles Schwab July 2013 - Present
Charles Schwab March 2007 - July 2013
Wells Fargo December 2004 - March 2007
Charles Schwab & Co 1996 - 2005
RR Donnelley Financial 1993 - 1995
Amerada Hess Corporation 1989 - 1992
Drexel Burhnam Lambert 1986 - 1990
Skills
Product Management, User Experience, Financial Services, Agile Methodologies, Product Marketing, Scrum, Usability Testing, Corporate Communications, Project Management, Vendor Management, Leadership, Analysis, Portfolio Management, E-commerce, Management
Education
State University of New York College at Buffalo
BS, Design
University of Arizona
MFA, Design
Tracy Steele, PMP Tracy Steele, PMP's Charles Schwab & Co. Experience July 1999 - September 2001
Job Senior Project Management Consultant
Industry Financial Services
Experience
4PM.com Project Management Training February 2012 - Present
Pacific Life February 2010 - May 2013
JPMorgan Chase (formerly WaMu Investments) October 2008 - May 2009
WaMu Investments December 2005 - May 2009
Charles Schwab Investment Managment July 2003 - December 2005
Charles Schwab & Co July 1999 - September 2001
WM Financial Services (formerly Great Western Financial Services) October 1990 - June 1998
Skills
Strategy, Program Management, Executive Management, Vendor Management, Project Management, Certified Project..., Coaching, Change Management, Risk Management, Cross-functional Team..., Business Process..., Project Portfolio..., Business Analysis, Budgets, Data Warehousing, Asset Allocation, Process Improvement, Agile Project Management, PMO, Management, Business Relationship..., Mortgage Lending, Enterprise Software, ERP, Business Case, Information Technology, Disaster Recovery, SDLC, Software Development, Strategic Planning, Leadership, Call Centers, Investments, Portfolio Management, Integration, Sales, Team Building, Quality Assurance, Financial Services, IT Strategy, Mergers & Acquisitions, Product Management, Software Documentation, PMP, Business Process, Business Intelligence, Business Strategy, Requirements Gathering, IT Management, Visio
Education
Simmons College - Simmons School of Management 1984 — 1985
MBA, Business
St. Catherine University
B.A., Engllish/Spanish
4PM.com Project Management Training February 2012 - Present
Pacific Life February 2010 - May 2013
JPMorgan Chase (formerly WaMu Investments) October 2008 - May 2009
WaMu Investments December 2005 - May 2009
Charles Schwab Investment Managment July 2003 - December 2005
Charles Schwab & Co July 1999 - September 2001
WM Financial Services (formerly Great Western Financial Services) October 1990 - June 1998
Skills
Strategy, Program Management, Executive Management, Vendor Management, Project Management, Certified Project..., Coaching, Change Management, Risk Management, Cross-functional Team..., Business Process..., Project Portfolio..., Business Analysis, Budgets, Data Warehousing, Asset Allocation, Process Improvement, Agile Project Management, PMO, Management, Business Relationship..., Mortgage Lending, Enterprise Software, ERP, Business Case, Information Technology, Disaster Recovery, SDLC, Software Development, Strategic Planning, Leadership, Call Centers, Investments, Portfolio Management, Integration, Sales, Team Building, Quality Assurance, Financial Services, IT Strategy, Mergers & Acquisitions, Product Management, Software Documentation, PMP, Business Process, Business Intelligence, Business Strategy, Requirements Gathering, IT Management, Visio
Education
Simmons College - Simmons School of Management 1984 — 1985
MBA, Business
St. Catherine University
B.A., Engllish/Spanish
Barbara Vietor, CCP, CBP, CEP, GRP Barbara Vietor, CCP, CBP, CEP, GRP's Charles Schwab & Co. Experience 2000 - 2001
Job Vice President, Global Total Rewards at Integra LifeSciences
Industry Medical Devices
Experience
Integra LifeSciences November 2014 - Present
Novartis Corporation November 2011 - November 2014
Pacific Gas and Electric Company April 2008 - November 2011
Genentech, Inc March 2004 - March 2007
Longs Drug Stores, Inc. August 2001 - March 2004
Charles Schwab & Co 2000 - 2001
Palm, Inc 2000 - 2000
Quantum Corporation 1997 - 2000
Skills
Executive Pay, Employee Benefits, Talent Management, Mergers, Total Rewards Strategies, Process Management, Leadership, Pay, Deferred Compensation, Incentive Programs, Sales Compensation, HRIS, Workforce Planning, Succession Planning, HR Policies, HR Transformation, Mergers & Acquisitions, Change Management, Organizational..., Employee Engagement, Human Resources, Recruiting, Salary, Expatriate Management, Strategy, Organizational Design, Incentives, Strategic HR, Job Evaluation, Global Compensation, Personnel Management, Performance Management, Onboarding, Market Pricing, Compensation & Benefit, Compensation
Education
University of Southern California
B.A., Economics
Integra LifeSciences November 2014 - Present
Novartis Corporation November 2011 - November 2014
Pacific Gas and Electric Company April 2008 - November 2011
Genentech, Inc March 2004 - March 2007
Longs Drug Stores, Inc. August 2001 - March 2004
Charles Schwab & Co 2000 - 2001
Palm, Inc 2000 - 2000
Quantum Corporation 1997 - 2000
Skills
Executive Pay, Employee Benefits, Talent Management, Mergers, Total Rewards Strategies, Process Management, Leadership, Pay, Deferred Compensation, Incentive Programs, Sales Compensation, HRIS, Workforce Planning, Succession Planning, HR Policies, HR Transformation, Mergers & Acquisitions, Change Management, Organizational..., Employee Engagement, Human Resources, Recruiting, Salary, Expatriate Management, Strategy, Organizational Design, Incentives, Strategic HR, Job Evaluation, Global Compensation, Personnel Management, Performance Management, Onboarding, Market Pricing, Compensation & Benefit, Compensation
Education
University of Southern California
B.A., Economics
Annie Salazar Annie Salazar's Charles Schwab & Co. Experience July 1996 - November 1996
Job
Industry Computer Software
Experience
University of Phoenix, Capella University January 2004 - December 2010
Epicentric, Inc October 2000 - March 2001
ISL Consulting June 1999 - April 2000
Pacific Gas & Electric, Inc April 1998 - April 1999
Clarify, Inc June 1998 - March 1999
Pacific Bell September 1996 - August 1997
Charles Schwab & Co July 1996 - November 1996
Sybase June 1996 - September 1996
Citi January 1995 - January 1996
City of Palo Alto January 1993 - January 1994
Skills
Solaris, Windows, Core Java, JDBC, SQL, PL/SQL, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign
Computer Science
University of Phoenix, Capella University January 2004 - December 2010
Epicentric, Inc October 2000 - March 2001
ISL Consulting June 1999 - April 2000
Pacific Gas & Electric, Inc April 1998 - April 1999
Clarify, Inc June 1998 - March 1999
Pacific Bell September 1996 - August 1997
Charles Schwab & Co July 1996 - November 1996
Sybase June 1996 - September 1996
Citi January 1995 - January 1996
City of Palo Alto January 1993 - January 1994
Skills
Solaris, Windows, Core Java, JDBC, SQL, PL/SQL, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign
Computer Science
Rikki (Gray) Hatara's Charles Schwab & Co. Experience November 1997 - August 1999
Job Quality Assurance Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. 2014 - Present
SagePoint Financial January 2013 - Present
Charles Schwab and Co., Inc April 2011 - October 2012
Charles Schwab February 2003 - April 2011
Charles Schwab and Co., Inc February 2003 - April 2011
Charles Schwab and Co September 2002 - February 2003
DPM Global Financial Services August 2001 - July 2002
Charles Schwab & Co November 1997 - August 1999
Skills
Banking, Portfolio Management, Management, CRM, Financial Risk, Investments, Mutual Funds, Sales, Securities, Accounting, Trading, Financial Advisory, Quality Assurance, Internal Audit, Customer Service, Finance
Education
University of Phoenix 2001 — 2002
CFP
JPMorgan Chase & Co. 2014 - Present
SagePoint Financial January 2013 - Present
Charles Schwab and Co., Inc April 2011 - October 2012
Charles Schwab February 2003 - April 2011
Charles Schwab and Co., Inc February 2003 - April 2011
Charles Schwab and Co September 2002 - February 2003
DPM Global Financial Services August 2001 - July 2002
Charles Schwab & Co November 1997 - August 1999
Skills
Banking, Portfolio Management, Management, CRM, Financial Risk, Investments, Mutual Funds, Sales, Securities, Accounting, Trading, Financial Advisory, Quality Assurance, Internal Audit, Customer Service, Finance
Education
University of Phoenix 2001 — 2002
CFP
Karim Rehemtulla's Charles Schwab & Co. Experience February 1996 - April 1998
Job
Industry Financial Services
Experience
Union Bank July 2013 - Present
Franklin Templeton Inc May 2002 - July 2013
Robert Half International Inc April 1998 - May 2002
Charles Schwab & Co February 1996 - April 1998
The Application Group Inc May 1995 - January 1996
Accenture April 1993 - April 1995
Skills
Business Analysis, PeopleSoft, ERP, Program Management, Oracle, Enterprise Architecture, Business Intelligence, Databases, Vendor Management, Data Warehousing, Data Modeling, ETL, Corporate Finance, HRIS
Education
The University of British Columbia
B.Sc
UC Berkeley
Union Bank July 2013 - Present
Franklin Templeton Inc May 2002 - July 2013
Robert Half International Inc April 1998 - May 2002
Charles Schwab & Co February 1996 - April 1998
The Application Group Inc May 1995 - January 1996
Accenture April 1993 - April 1995
Skills
Business Analysis, PeopleSoft, ERP, Program Management, Oracle, Enterprise Architecture, Business Intelligence, Databases, Vendor Management, Data Warehousing, Data Modeling, ETL, Corporate Finance, HRIS
Education
The University of British Columbia
B.Sc
UC Berkeley
Eric Jungling, CFP® Eric Jungling, CFP®'s Charles Schwab & Co. Experience August 1999 - July 2007
Job Financial Advisor at Golub Group, LLC
Industry Financial Services
Experience
Golub Group, LLC August 2007 - Present
Charles Schwab & Co August 1999 - July 2007
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Science (B.S.), Business/Finance
Golub Group, LLC August 2007 - Present
Charles Schwab & Co August 1999 - July 2007
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Science (B.S.), Business/Finance
Rob Hayworth, CLU, ChFC, CASL, AEP Rob Hayworth, CLU, ChFC, CASL, AEP's Charles Schwab & Co. Experience June 1999 - May 2000
Job Wealth Management Advisor, Estate & Business Planning Specialist at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company February 2001 - Present
Charles Schwab & Co June 1999 - May 2000
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Estate Planning, Insurance, Business Planning, Asset Management, Finance, Retirement, Strategic Financial...
Education
The American College 2014 — 2014
(AEP) Accredited Estate Planner
The American College 2011 — 2011
(CASL) Chartered Advisor For Senior Living
The American College 2009 — 2009
(ChFC) Chartered Financial Consultant
The American College 2008 — 2009
(CLU) Chartered Life Underwriter
Taylor University 1995 — 1999
Bachelor Of Arts, Finance
R. Nelson Snider High School 1992 — 1995
High School Diploma
Weisser Park
Northwestern Mutual Wealth Management Company February 2001 - Present
Charles Schwab & Co June 1999 - May 2000
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Estate Planning, Insurance, Business Planning, Asset Management, Finance, Retirement, Strategic Financial...
Education
The American College 2014 — 2014
(AEP) Accredited Estate Planner
The American College 2011 — 2011
(CASL) Chartered Advisor For Senior Living
The American College 2009 — 2009
(ChFC) Chartered Financial Consultant
The American College 2008 — 2009
(CLU) Chartered Life Underwriter
Taylor University 1995 — 1999
Bachelor Of Arts, Finance
R. Nelson Snider High School 1992 — 1995
High School Diploma
Weisser Park
Doug Kaplan Doug Kaplan's Charles Schwab & Co. Experience June 1995 - July 2007
Job Director of Client Support at Zenefits
Industry Consumer Services
Experience
Lifelock March 2010 - January 2014
LifeLock August 2007 - March 2010
Charles Schwab & Co June 1995 - July 2007
Skills
Start-ups, Vendor Management, Leadership, Cross-functional Team..., Call Centers, Process Improvement, Team Building, Management, Customer Experience, Training, Strategy, Customer Service, Change Management, Business Development, Team Leadership, Coaching, CRM, Operations Management, Strategic Planning, Business Strategy, Strategic Partnerships, Account Management, Securities, Sales, Customer Retention, Performance Management, Contract Negotiation, Leadership Development, Executive Management, Business Process..., Program Management, Analytics, Customer Satisfaction
Education
University of California, Santa Barbara 1985 — 1987
Law
Miramonte
Lifelock March 2010 - January 2014
LifeLock August 2007 - March 2010
Charles Schwab & Co June 1995 - July 2007
Skills
Start-ups, Vendor Management, Leadership, Cross-functional Team..., Call Centers, Process Improvement, Team Building, Management, Customer Experience, Training, Strategy, Customer Service, Change Management, Business Development, Team Leadership, Coaching, CRM, Operations Management, Strategic Planning, Business Strategy, Strategic Partnerships, Account Management, Securities, Sales, Customer Retention, Performance Management, Contract Negotiation, Leadership Development, Executive Management, Business Process..., Program Management, Analytics, Customer Satisfaction
Education
University of California, Santa Barbara 1985 — 1987
Law
Miramonte
Eric Chow Eric Chow's Charles Schwab & Co. Experience January 1997 - February 2000
Job Program Manager at American Eagle Outfitters
Industry Computer Software
Experience
American Eagle Outfitters May 2014 - Present
Raine Media September 2011 - May 2014
Williams-Sonoma, Inc. July 2010 - March 2011
University of San Francisco - Massagung School of Business September 2008 - April 2009
Williams Sonoma November 2005 - April 2008
Providian Financial September 2004 - March 2005
Levi Strauss & Co February 2002 - July 2004
Personify February 2000 - April 2001
Charles Schwab & Co January 1997 - February 2000
Barclays Global Investor September 1996 - January 1997
Skills
CRM, Project Management, Contact Management, Data Management, Business Intelligence, Marketing Automation, Product Management, Leadership, Market Research, Strategy, Business Analysis, Enterprise Software, Strategic Planning, Marketing, Management, Sales, Email Marketing, Program Management, Business Development, Marketing Strategy, B2B, Business Process..., Analytics, Integration, Outsourcing, Analysis, E-commerce, Consulting, Process Improvement, Lead Generation, Cross-functional Team..., Business Process
Education
University of San Francisco 2008 — 2010
MA, MBA
UC Berkeley Extension 2004 — 2006
Certificate, Marketing
UC Berkeley 1992 — 2005
B.A, Economics
American Eagle Outfitters May 2014 - Present
Raine Media September 2011 - May 2014
Williams-Sonoma, Inc. July 2010 - March 2011
University of San Francisco - Massagung School of Business September 2008 - April 2009
Williams Sonoma November 2005 - April 2008
Providian Financial September 2004 - March 2005
Levi Strauss & Co February 2002 - July 2004
Personify February 2000 - April 2001
Charles Schwab & Co January 1997 - February 2000
Barclays Global Investor September 1996 - January 1997
Skills
CRM, Project Management, Contact Management, Data Management, Business Intelligence, Marketing Automation, Product Management, Leadership, Market Research, Strategy, Business Analysis, Enterprise Software, Strategic Planning, Marketing, Management, Sales, Email Marketing, Program Management, Business Development, Marketing Strategy, B2B, Business Process..., Analytics, Integration, Outsourcing, Analysis, E-commerce, Consulting, Process Improvement, Lead Generation, Cross-functional Team..., Business Process
Education
University of San Francisco 2008 — 2010
MA, MBA
UC Berkeley Extension 2004 — 2006
Certificate, Marketing
UC Berkeley 1992 — 2005
B.A, Economics
Chester Rosal Chester Rosal's Charles Schwab & Co. Experience July 1999 - December 2002
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors September 2005 - August 2009
BenefitStreet, Inc October 2003 - September 2005
Charles Schwab & Co July 1999 - December 2002
U.S. Bank December 1998 - July 1999
Skills
Finance, Securities, Mutual Funds, Asset Allocation, Time Management, Mergers & Acquisitions, Strategic Financial..., Financial Services, Financial Advisory, Retirement Planning, Access, Portfolio Management, Corporate Finance, Accounting, Financial Risk, Fixed Income, Banking, Marketing, Training, 401k, Fundraising, Investments, Retirement, Series 7, Series 63, Leadership, Management, Wealth Management, Investment Advisory, Equities
Education
University of California, Santa Cruz
Bachelor of Arts, Economics/Business
Wells Fargo Advisors September 2005 - August 2009
BenefitStreet, Inc October 2003 - September 2005
Charles Schwab & Co July 1999 - December 2002
U.S. Bank December 1998 - July 1999
Skills
Finance, Securities, Mutual Funds, Asset Allocation, Time Management, Mergers & Acquisitions, Strategic Financial..., Financial Services, Financial Advisory, Retirement Planning, Access, Portfolio Management, Corporate Finance, Accounting, Financial Risk, Fixed Income, Banking, Marketing, Training, 401k, Fundraising, Investments, Retirement, Series 7, Series 63, Leadership, Management, Wealth Management, Investment Advisory, Equities
Education
University of California, Santa Cruz
Bachelor of Arts, Economics/Business
Jarrett Arnett Jarrett Arnett's Charles Schwab & Co. Experience April 2006 - June 2008
Job NOC Tier II at DIRECTV
Industry Telecommunications
Experience
DIRECTV July 2014 - Present
DIRECTV December 2012 - Present
SAIC July 2012 - December 2012
Cbeyond December 2011 - May 2012
BT Conferencing Services September 2008 - October 2011
Charles Schwab & Co April 2006 - June 2008
Green Tree Servicing December 2005 - March 2006
Centrix Financial February 2003 - August 2005
EchoStar Communications – Dish Network June 2000 - January 2003
Skills
Series 7, Series 63, IP Networking, H.323, H.264, H.263, NAT, Firewalls, TCP/IP, Polycom, Tandberg, Cisco Switches, Cisco devices, VPN, VoIP, SS7, SIP, MGCP, PRI, RIP, BGP, DHCP, DNS, OSPF, SDP, EIGRP, IGRP, VPM, ISDN, Q.931, Q.930, Cisco Technologies, Network Security, IP, Telephony, Unified Communications, Cisco Nexus, Networking, Call Centers, Troubleshooting, Switches, WAN, MPLS, Wireless, Video Conferencing, Customer Service
Education
University of Phoenix 2010 — 2012
AA/IT, Networking
Green Mountain High School 1996 — 1999
H.S.
DIRECTV July 2014 - Present
DIRECTV December 2012 - Present
SAIC July 2012 - December 2012
Cbeyond December 2011 - May 2012
BT Conferencing Services September 2008 - October 2011
Charles Schwab & Co April 2006 - June 2008
Green Tree Servicing December 2005 - March 2006
Centrix Financial February 2003 - August 2005
EchoStar Communications – Dish Network June 2000 - January 2003
Skills
Series 7, Series 63, IP Networking, H.323, H.264, H.263, NAT, Firewalls, TCP/IP, Polycom, Tandberg, Cisco Switches, Cisco devices, VPN, VoIP, SS7, SIP, MGCP, PRI, RIP, BGP, DHCP, DNS, OSPF, SDP, EIGRP, IGRP, VPM, ISDN, Q.931, Q.930, Cisco Technologies, Network Security, IP, Telephony, Unified Communications, Cisco Nexus, Networking, Call Centers, Troubleshooting, Switches, WAN, MPLS, Wireless, Video Conferencing, Customer Service
Education
University of Phoenix 2010 — 2012
AA/IT, Networking
Green Mountain High School 1996 — 1999
H.S.
Yuko Dubois Yuko Dubois's Charles Schwab & Co. Experience June 2002 - April 2005
Job Owner at MIRU & Associates LLC
Industry Management Consulting
Experience
MIRU & Associates LLC January 2013 - Present
Private Equity Investment Firm August 2011 - Present
Treasurer May 2011 - Present
* December 2011 - Present
Dan Arcotta Decorating Inc January 2011 - Present
Kizuna Japanese Society ( Non-Profit Organization) June 2011 - July 2012
United Capital Financial Advisors May 2005 - February 2011
United Capital Financial Advisors May 2005 - February 2011
Charles Schwab & Co June 2002 - April 2005
Bank of America January 2001 - January 2002
Skills
Investment Analysis, Financial Analysis, Business Management, Management, Valuation, Risk Management, Portfolio Management, Strategic Financial..., Private Equity, Derivatives, Financial Markets, Tax, Nonprofits, Finance, Fixed Income, Trading, Asset Allocation, Financial Services, Asset Management, Account Reconciliation, Options
Education
University of Nevada-Las Vegas 1996 — 1998
Business Administraton, Hospitality Management
University of Nevada-Las Vegas 1996 — 1998
Bachelor's, Hotel Administration
Meiji Gakuin University 1982 — 1986
Bachelor's Degree, Law/Legal Studies
MIRU & Associates LLC January 2013 - Present
Private Equity Investment Firm August 2011 - Present
Treasurer May 2011 - Present
* December 2011 - Present
Dan Arcotta Decorating Inc January 2011 - Present
Kizuna Japanese Society ( Non-Profit Organization) June 2011 - July 2012
United Capital Financial Advisors May 2005 - February 2011
United Capital Financial Advisors May 2005 - February 2011
Charles Schwab & Co June 2002 - April 2005
Bank of America January 2001 - January 2002
Skills
Investment Analysis, Financial Analysis, Business Management, Management, Valuation, Risk Management, Portfolio Management, Strategic Financial..., Private Equity, Derivatives, Financial Markets, Tax, Nonprofits, Finance, Fixed Income, Trading, Asset Allocation, Financial Services, Asset Management, Account Reconciliation, Options
Education
University of Nevada-Las Vegas 1996 — 1998
Business Administraton, Hospitality Management
University of Nevada-Las Vegas 1996 — 1998
Bachelor's, Hotel Administration
Meiji Gakuin University 1982 — 1986
Bachelor's Degree, Law/Legal Studies
Maureen Leifheit, CAPM Maureen Leifheit, CAPM's Charles Schwab & Co. Experience May 1997 - July 2001
Job Financial Services Project Manager
Industry Financial Services
Experience
Independent Consultant January 2003 - Present
CHARLES SCHWAB & CO., INC July 2001 - January 2003
Charles Schwab & Co May 1997 - July 2001
Charles Schwab October 1994 - May 1997
Charles Schwab & Co November 1993 - October 1994
Charles Schwab & Co January 1992 - January 1993
Charles Schwab & Co September 1989 - January 1992
McFARLAND ASSOCIATES January 1986 - January 1989
Education
San Jose State University
Bachelor of Science, Business Administration - Finance
Independent Consultant January 2003 - Present
CHARLES SCHWAB & CO., INC July 2001 - January 2003
Charles Schwab & Co May 1997 - July 2001
Charles Schwab October 1994 - May 1997
Charles Schwab & Co November 1993 - October 1994
Charles Schwab & Co January 1992 - January 1993
Charles Schwab & Co September 1989 - January 1992
McFARLAND ASSOCIATES January 1986 - January 1989
Education
San Jose State University
Bachelor of Science, Business Administration - Finance
Kevin Boriack CFP® Kevin Boriack CFP®'s Charles Schwab & Co. Experience November 1990 - Present
Job Financial Consultant at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co November 1990 - Present
Education
Texas Lutheran University 1986 — 1990
BA, Finance
Charles Schwab & Co November 1990 - Present
Education
Texas Lutheran University 1986 — 1990
BA, Finance
Brooke Maury's Charles Schwab & Co. Experience April 2002 - November 2003
Job
Industry Information Technology and Services
Experience
Deezer October 2014 - Present
Stitcher January 2012 - October 2014
Stitcher, Inc. January 2009 - January 2012
Arcus Associates, LLC June 2005 - August 2010
Sage Consulting Associates 2005 - 2009
Obama for America January 2008 - April 2008
iSound, LLC April 2007 - April 2008
Various Organizations February 1999 - June 2005
University of California, Berkeley August 2003 - May 2005
Charles Schwab & Co April 2002 - November 2003
Skills
Data Architecture, Music Technology, Python, Amazon Web Services..., Software Development, Android, Data Analysis, Mobile Applications, Mobile Devices, User Experience, Databases, MySQL, Perl, Linux, Java, PHP, SAS, Information..., Oracle, SQL, Data Warehousing
Education
University of California, Berkeley 2003 — 2005
Master of Science
University of Maryland College Park 1993 — 1997
Bachelor of Arts
University of Surrey 1994 — 1995
Deezer October 2014 - Present
Stitcher January 2012 - October 2014
Stitcher, Inc. January 2009 - January 2012
Arcus Associates, LLC June 2005 - August 2010
Sage Consulting Associates 2005 - 2009
Obama for America January 2008 - April 2008
iSound, LLC April 2007 - April 2008
Various Organizations February 1999 - June 2005
University of California, Berkeley August 2003 - May 2005
Charles Schwab & Co April 2002 - November 2003
Skills
Data Architecture, Music Technology, Python, Amazon Web Services..., Software Development, Android, Data Analysis, Mobile Applications, Mobile Devices, User Experience, Databases, MySQL, Perl, Linux, Java, PHP, SAS, Information..., Oracle, SQL, Data Warehousing
Education
University of California, Berkeley 2003 — 2005
Master of Science
University of Maryland College Park 1993 — 1997
Bachelor of Arts
University of Surrey 1994 — 1995
Joshua Mauk's Charles Schwab & Co. Experience 2000 - 2001
Job
Industry Financial Services
Experience
Mutual of Omaha January 2013 - Present
University of Nebraska April 2006 - January 2013
Gap, Inc. May 2005 - April 2006
Safeway, Inc. September 2003 - May 2005
PeopleSoft, Inc. September 2001 - September 2003
Charles Schwab & Co 2000 - 2001
Deloitte & Touche 1996 - 2000
Education
University of San Francisco 2003 — 2005
Masters, Information Systems & Emphasis in Organizational Development
Xavier University 1992 — 1996
BSBA, Finance
Mutual of Omaha January 2013 - Present
University of Nebraska April 2006 - January 2013
Gap, Inc. May 2005 - April 2006
Safeway, Inc. September 2003 - May 2005
PeopleSoft, Inc. September 2001 - September 2003
Charles Schwab & Co 2000 - 2001
Deloitte & Touche 1996 - 2000
Education
University of San Francisco 2003 — 2005
Masters, Information Systems & Emphasis in Organizational Development
Xavier University 1992 — 1996
BSBA, Finance
Marie Theriault-Ortiz's Charles Schwab & Co. Experience 1983 - 1995
Job Franchise Owner SuperSlow Zone I M&A I Program Management I Brokerage I Entrepreneur I
Industry Internet
Experience
SuperSlow Zone September 2006 - Present
Zantaz February 2007 - July 2007
McAfee August 2001 - May 2005
E*Trade 2000 - 2001
E*Trade 1997 - 2000
Charles Schwab & Co 1983 - 1995
Skills
IPO, Leadership, Divestitures, Strategic Partnerships, Start-ups, Mergers, Product Management, Strategic Planning, Entrepreneurship, Product Marketing, Team Building, Business Strategy, Business Development, New Business Development, Strategic Alliances, Marketing Strategy, Business Planning, Program Management, Business Process..., Mergers & Acquisitions, Executive Management, Project Management, Team Leadership, E-commerce, Marketing, Change Management, Small Business, Coaching, Project Planning, Contract Negotiation, Competitive Analysis, Strategy, Sales, Training, Risk Management, Management, Social Media Marketing, Integration, Personal Training, Management Consulting, Strength Training, Fitness, Cross-functional Team..., Public Speaking, Social Networking, Customer Service
Education
San Francisco State University, College of Business 1979 — 1982
BS
SuperSlow Institute 2008 — 2010
Level III Certification
SuperSlow Zone September 2006 - Present
Zantaz February 2007 - July 2007
McAfee August 2001 - May 2005
E*Trade 2000 - 2001
E*Trade 1997 - 2000
Charles Schwab & Co 1983 - 1995
Skills
IPO, Leadership, Divestitures, Strategic Partnerships, Start-ups, Mergers, Product Management, Strategic Planning, Entrepreneurship, Product Marketing, Team Building, Business Strategy, Business Development, New Business Development, Strategic Alliances, Marketing Strategy, Business Planning, Program Management, Business Process..., Mergers & Acquisitions, Executive Management, Project Management, Team Leadership, E-commerce, Marketing, Change Management, Small Business, Coaching, Project Planning, Contract Negotiation, Competitive Analysis, Strategy, Sales, Training, Risk Management, Management, Social Media Marketing, Integration, Personal Training, Management Consulting, Strength Training, Fitness, Cross-functional Team..., Public Speaking, Social Networking, Customer Service
Education
San Francisco State University, College of Business 1979 — 1982
BS
SuperSlow Institute 2008 — 2010
Level III Certification
Barbara Vietor's Charles Schwab & Co. Experience August 2000 - June 2001
Job
Industry Biotechnology
Experience
Genentech, Inc April 2004 - Present
Longs Drug Stores August 2001 - March 2004
Charles Schwab & Co August 2000 - June 2001
Quantum 1997 - 2000
Education
University of Southern California
BA, Economics
Genentech, Inc April 2004 - Present
Longs Drug Stores August 2001 - March 2004
Charles Schwab & Co August 2000 - June 2001
Quantum 1997 - 2000
Education
University of Southern California
BA, Economics
Tracey Chambers's Charles Schwab & Co. Experience April 2000 - Present
Job Senior Project Manager at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co April 2000 - Present
Skills
Business Requirements, Business Analysis, Mutual Funds, Project Management, Financial Services, Vendor Management, PMO, Cross-functional Team..., Securities, Visio, Technical Project..., Journalism, Microsoft Office, Budget, Senior Stakeholder..., Presenting to Senior..., Use Case, MS Project, RUP, Project Planning, Agile Project Management, Agile Methodologies, Fixed Income, FATCA, program management, Risk Management, Project Portfolio..., User Acceptance Testing, Software Project..., SDLC, Quality Assurance
Education
College of Notre Dame
Communications
Stanford University
Journalism
Charles Schwab & Co April 2000 - Present
Skills
Business Requirements, Business Analysis, Mutual Funds, Project Management, Financial Services, Vendor Management, PMO, Cross-functional Team..., Securities, Visio, Technical Project..., Journalism, Microsoft Office, Budget, Senior Stakeholder..., Presenting to Senior..., Use Case, MS Project, RUP, Project Planning, Agile Project Management, Agile Methodologies, Fixed Income, FATCA, program management, Risk Management, Project Portfolio..., User Acceptance Testing, Software Project..., SDLC, Quality Assurance
Education
College of Notre Dame
Communications
Stanford University
Journalism
Matt McClellan's Charles Schwab & Co. Experience November 1996 - April 1997
Job Global Travel Expense Manager at GE
Industry Financial Services
Experience
General Electric August 2004 - Present
GE 1997 - Present
GE Energy August 2001 - August 2004
GE Industrial Systems March 2001 - July 2001
GE Corporate Audit Staff January 1999 - March 2001
GE Nuclear Energy April 1997 - January 1999
Charles Schwab & Co November 1996 - April 1997
United States Commercial Service May 1995 - August 1995
BMW AG May 1992 - August 1992
Skills
Financial Planning, Shared Services, Six Sigma, Process Improvement, Financial Control, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Audits, Auditing
Education
Thunderbird School of Global Management 1994 — 1996
MBA
University of Arizona 1991 — 1994
BA
Camelback High School 1986 — 1990
High School
General Electric August 2004 - Present
GE 1997 - Present
GE Energy August 2001 - August 2004
GE Industrial Systems March 2001 - July 2001
GE Corporate Audit Staff January 1999 - March 2001
GE Nuclear Energy April 1997 - January 1999
Charles Schwab & Co November 1996 - April 1997
United States Commercial Service May 1995 - August 1995
BMW AG May 1992 - August 1992
Skills
Financial Planning, Shared Services, Six Sigma, Process Improvement, Financial Control, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Audits, Auditing
Education
Thunderbird School of Global Management 1994 — 1996
MBA
University of Arizona 1991 — 1994
BA
Camelback High School 1986 — 1990
High School
Elaine Larson's Charles Schwab & Co. Experience March 2007 - August 2008
Job President at Petaluma Arts Association
Industry Arts and Crafts
Experience
Petaluma Arts Association January 2015 - Present
Elaine Larson Arts August 2008 - Present
Nikken March 2001 - Present
Self-Employed May 1999 - Present
Charles Schwab & Co March 2007 - August 2008
Chevron November 2005 - December 2006
PG&E 2000 - 2003
ARCO Transportation 1989 - 1991
Skills
Art, Teaching, Public Speaking, Social Networking, Training, Nonprofits, Coaching, Leadership Development, Reiki, Personal Development, Executive Coaching, Team Building, Entrepreneurship, Nutrition, Holistic Health, Alternative Medicine, Healing, Treatment, Energy Healing, Stress Management, Workshops, Nutritional Counseling, Mixed Media, Pain Management, Wellness Coaching, Enterprise Dara..., Enterprise Information..., Data Modeling, Coneptual Data Modeling, Logical Data Modeling, Metadata, Master Data Management, Data Standards, Data Definitions, ERwin, Facilitation, Chronic Illness, Energy Work, Meditation, Supplements, Erwin
Education
University of California, Los Angeles 1962 — 1967
Bachelor of Science (BS), Physiological Psychology/Psychobiology
Petaluma Arts Association January 2015 - Present
Elaine Larson Arts August 2008 - Present
Nikken March 2001 - Present
Self-Employed May 1999 - Present
Charles Schwab & Co March 2007 - August 2008
Chevron November 2005 - December 2006
PG&E 2000 - 2003
ARCO Transportation 1989 - 1991
Skills
Art, Teaching, Public Speaking, Social Networking, Training, Nonprofits, Coaching, Leadership Development, Reiki, Personal Development, Executive Coaching, Team Building, Entrepreneurship, Nutrition, Holistic Health, Alternative Medicine, Healing, Treatment, Energy Healing, Stress Management, Workshops, Nutritional Counseling, Mixed Media, Pain Management, Wellness Coaching, Enterprise Dara..., Enterprise Information..., Data Modeling, Coneptual Data Modeling, Logical Data Modeling, Metadata, Master Data Management, Data Standards, Data Definitions, ERwin, Facilitation, Chronic Illness, Energy Work, Meditation, Supplements, Erwin
Education
University of California, Los Angeles 1962 — 1967
Bachelor of Science (BS), Physiological Psychology/Psychobiology
Douglas Franks's Charles Schwab & Co. Experience October 2009 - October 2012
Job VP Wealth Management Banker: Private Bank at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Charles Schwab & Co October 2009 - October 2012
Charles Schwab July 2006 - July 2008
Schwab Institutional October 1993 - September 2005
Skills
Finance, Fixed Income, Wealth Management, Trading, Series 7, Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Retirement, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Asset Management, Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Series 9, 10, Series 66, Structured Lending, Home Financing, NMLS Licensed, Sales Management, Sales, Series 63, Financial Planning, Uniform Combined State...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch November 2012 - Present
Charles Schwab & Co October 2009 - October 2012
Charles Schwab July 2006 - July 2008
Schwab Institutional October 1993 - September 2005
Skills
Finance, Fixed Income, Wealth Management, Trading, Series 7, Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Retirement, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Asset Management, Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Series 9, 10, Series 66, Structured Lending, Home Financing, NMLS Licensed, Sales Management, Sales, Series 63, Financial Planning, Uniform Combined State...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
Carey Bescoby's Charles Schwab & Co. Experience July 2000 - October 2001
Job Learning and Development Manager Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2005 - Present
MDL Information Systems January 2002 - April 2005
Charles Schwab & Co July 2000 - October 2001
Pacific Bell Directory August 1998 - June 2000
Pacific Bell Directory March 1991 - July 1998
Skills
E-Learning, Process Improvement, Program Management, Instructional Design, Learning Management, Blended Learning, Instructor-led Training, ADDIE, Performance Consulting, Captivate, Learning Management..., Needs Analysis, Strategy, Call Centers, Management, Training, Training Delivery, Technical Writing
Education
University of California, Santa Barbara
MA, Educational Technology
Wells Fargo Bank May 2005 - Present
MDL Information Systems January 2002 - April 2005
Charles Schwab & Co July 2000 - October 2001
Pacific Bell Directory August 1998 - June 2000
Pacific Bell Directory March 1991 - July 1998
Skills
E-Learning, Process Improvement, Program Management, Instructional Design, Learning Management, Blended Learning, Instructor-led Training, ADDIE, Performance Consulting, Captivate, Learning Management..., Needs Analysis, Strategy, Call Centers, Management, Training, Training Delivery, Technical Writing
Education
University of California, Santa Barbara
MA, Educational Technology
Louis Greenfield's Charles Schwab & Co. Experience October 1997 - October 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Romestan Home Improvement February 2011 - Present
CVS/Caremark November 2010 - February 2011
Banner Healthcare January 2008 - December 2008
Scottsdale Healthcare Osborn April 2007 - December 2007
Bank of America April 2006 - March 2007
Chase Bankcard Services December 2005 - April 2006
Redrock Systems, Inc August 2002 - August 2003
LandAmerica Financial Group October 1999 - June 2001
Charles Schwab & CO October 1997 - October 1999
Education
Scottsdale Community College
Romestan Home Improvement February 2011 - Present
CVS/Caremark November 2010 - February 2011
Banner Healthcare January 2008 - December 2008
Scottsdale Healthcare Osborn April 2007 - December 2007
Bank of America April 2006 - March 2007
Chase Bankcard Services December 2005 - April 2006
Redrock Systems, Inc August 2002 - August 2003
LandAmerica Financial Group October 1999 - June 2001
Charles Schwab & CO October 1997 - October 1999
Education
Scottsdale Community College
Kate T Shumate's Charles Schwab & Co. Experience December 2000 - July 2003
Job Director, Scientific Programs Administration at UCSF Helen Diller Family Comprehensive Cancer Center
Industry Research
Experience
UCSF Helen Diller Family Comprehensive Cancer Center October 2011 - Present
Alliance Health Project 2005 - 2013
University of California, San Francisco September 2009 - October 2011
University of California, San Francisco September 2007 - August 2009
University of California, San Francisco December 2005 - August 2007
UC Berkeley July 2003 - December 2005
Charles Schwab & Co December 2000 - July 2003
University of San Francisco March 1997 - December 2000
Skills
Research Administration, Pre-Award, Post-Award, Editing, Technical Writing, Clinical Research..., Pre-award, Microsoft Office, Grants, Budgets, Organizational..., Program Management, Training, Project Planning, Nonprofits, Management, Policy, Strategic Planning, Public Health, Program Evaluation, Administration, Clinical Trials, Program Development
Education
University of San Francisco 2008 — 2010
MPA, Health Care Services
University of California, Berkeley Extension 2005 — 2008
Certificate, Technical Communication w/emphasis in Editing
University of San Francisco 1993 — 1997
BS, Biology
Arlington Heights Elementary
UCSF Helen Diller Family Comprehensive Cancer Center October 2011 - Present
Alliance Health Project 2005 - 2013
University of California, San Francisco September 2009 - October 2011
University of California, San Francisco September 2007 - August 2009
University of California, San Francisco December 2005 - August 2007
UC Berkeley July 2003 - December 2005
Charles Schwab & Co December 2000 - July 2003
University of San Francisco March 1997 - December 2000
Skills
Research Administration, Pre-Award, Post-Award, Editing, Technical Writing, Clinical Research..., Pre-award, Microsoft Office, Grants, Budgets, Organizational..., Program Management, Training, Project Planning, Nonprofits, Management, Policy, Strategic Planning, Public Health, Program Evaluation, Administration, Clinical Trials, Program Development
Education
University of San Francisco 2008 — 2010
MPA, Health Care Services
University of California, Berkeley Extension 2005 — 2008
Certificate, Technical Communication w/emphasis in Editing
University of San Francisco 1993 — 1997
BS, Biology
Arlington Heights Elementary
McRay Fernandes's Charles Schwab & Co. Experience January 2008 - December 2008
Job Application Developer at CVS Caremark Corporation
Industry Information Technology and Services
Experience
CVS Caremark Corporation August 2011 - Present
CVS Caremark Corporation August 2011 - Present
Federated Investors, Inc. May 2010 - July 2011
Wells Fargo March 2009 - October 2009
Charles Schwab & Co January 2008 - December 2008
Mastek Ltd July 2005 - October 2007
Global Telesystems April 2004 - July 2005
Skills
Databases, WCF, ASP.NET, SQL, C#, Microsoft SQL Server, Oracle, Web Applications
Education
University of Mumbai
B.E., Electronics
CVS Caremark Corporation August 2011 - Present
CVS Caremark Corporation August 2011 - Present
Federated Investors, Inc. May 2010 - July 2011
Wells Fargo March 2009 - October 2009
Charles Schwab & Co January 2008 - December 2008
Mastek Ltd July 2005 - October 2007
Global Telesystems April 2004 - July 2005
Skills
Databases, WCF, ASP.NET, SQL, C#, Microsoft SQL Server, Oracle, Web Applications
Education
University of Mumbai
B.E., Electronics
Bret McManigal's Charles Schwab & Co. Experience 1999 - 2002
Job Police Officer at SFPD
Industry Law Enforcement
Experience
SFPD Team LeaderChrles Schwab1999 - 2002
Charles Schwab & Co 1999 - 2002
Skills
Retirement Planning, Microsoft Office, Customer Service, Strategic Planning, Leadership Development, Team Leadership, PowerPoint, Microsoft Word, Team Building, Change Management, Research, Microsoft Excel
Education
University of California, Berkeley 1992 — 1996
B.A. Political Science, Plus M.S. in Counseling from SFSU
SFPD Team LeaderChrles Schwab1999 - 2002
Charles Schwab & Co 1999 - 2002
Skills
Retirement Planning, Microsoft Office, Customer Service, Strategic Planning, Leadership Development, Team Leadership, PowerPoint, Microsoft Word, Team Building, Change Management, Research, Microsoft Excel
Education
University of California, Berkeley 1992 — 1996
B.A. Political Science, Plus M.S. in Counseling from SFSU
Carl Merrifield's Charles Schwab & Co. Experience 1998 - 2008
Job Retired
Industry Leisure, Travel & Tourism
Experience
Retired November 2008 - Present
Charles Schwab & Co 1998 - 2008
Skills
User Acceptance Testing, SDLC, Agile Methodologies, Requirements Analysis, Databases, Software Project..., Software Development, Business Analysis, Requirements Gathering, SQL, Perl, Unix, SOA, Enterprise Architecture, Software Quality..., Waterfall
Education
University of Illinois at Urbana-Champaign 1970 — 1974
BS, Mathematics, Computer Science
Retired November 2008 - Present
Charles Schwab & Co 1998 - 2008
Skills
User Acceptance Testing, SDLC, Agile Methodologies, Requirements Analysis, Databases, Software Project..., Software Development, Business Analysis, Requirements Gathering, SQL, Perl, Unix, SOA, Enterprise Architecture, Software Quality..., Waterfall
Education
University of Illinois at Urbana-Champaign 1970 — 1974
BS, Mathematics, Computer Science
Nazelah Jamison's Charles Schwab & Co. Experience January 2008 - January 2009
Job Performance Poet/Emcee/Admin Pro
Industry Entertainment
Experience
Various Employers January 2009 - Present
The Projectile Poetry Project January 2005 - Present
Charles Schwab & Co January 2008 - January 2009
Charles Schwab & Co January 2006 - January 2008
FIDM 2001 - 2004
Skills
Legal Research, Administrative..., Sales, Legal Writing, Event Planning, Microsoft Office, Creative Writing
Education
Temple University
Various Employers January 2009 - Present
The Projectile Poetry Project January 2005 - Present
Charles Schwab & Co January 2008 - January 2009
Charles Schwab & Co January 2006 - January 2008
FIDM 2001 - 2004
Skills
Legal Research, Administrative..., Sales, Legal Writing, Event Planning, Microsoft Office, Creative Writing
Education
Temple University
Kara Swenson's Charles Schwab & Co. Experience December 2004 - November 2007
Job 911 Public Safety Dispatcher
Industry Law Enforcement
Experience
Mind's Eye Society June 1999 - Present
Microsoft, 343 Inustries February 2012 - December 2012
Xbox Live Producer July 2010 - July 2011
Microsoft July 2009 - January 2010
2010 Microsoft Corporation / Aquent llc July 2009 - January 2010
Microsoft April 2008 - February 2009
Charles Schwab & Co December 2004 - November 2007
University of Phoenix January 2002 - December 2004
Skills
Project Management, Content Writing, Content Editing, Content Management, HTML, XML, Lua, Microsoft Office, One Note, MS Project, SharePoint, SharePoint Designer, Game Development, Risk Management, Final Draft Pro, Final Cut, JIRA, Interactive Storytelling, Story Editing, Story Structure, User Experience, CMS, SEO, Copywriting, Editing, Video Games, Photography, Product Management, Drupal, Adobe Creative Suite, Outlook, Final Cut Pro, Quality Assurance, Technical Writing, OneNote
Education
University of California
English, and Film Studies
University of Phoenix Online
Information Technology
Mind's Eye Society June 1999 - Present
Microsoft, 343 Inustries February 2012 - December 2012
Xbox Live Producer July 2010 - July 2011
Microsoft July 2009 - January 2010
2010 Microsoft Corporation / Aquent llc July 2009 - January 2010
Microsoft April 2008 - February 2009
Charles Schwab & Co December 2004 - November 2007
University of Phoenix January 2002 - December 2004
Skills
Project Management, Content Writing, Content Editing, Content Management, HTML, XML, Lua, Microsoft Office, One Note, MS Project, SharePoint, SharePoint Designer, Game Development, Risk Management, Final Draft Pro, Final Cut, JIRA, Interactive Storytelling, Story Editing, Story Structure, User Experience, CMS, SEO, Copywriting, Editing, Video Games, Photography, Product Management, Drupal, Adobe Creative Suite, Outlook, Final Cut Pro, Quality Assurance, Technical Writing, OneNote
Education
University of California
English, and Film Studies
University of Phoenix Online
Information Technology
Nancy Hubly's Charles Schwab & Co. Experience 1978 - 2004
Job Owner, Van Hubly Investments
Industry Investment Management
Experience
Van Hubly Investments January 2007 - Present
Kempf & Company November 2005 - November 2006
Charles Schwab & Co 1978 - 2004
Skills
Asset Allocation, Investment Management, Asset Management, Financial Services, Investment Advisory, Investments, Strategic Financial..., Securities, Sales Management, Retirement Planning, Mutual Funds, Investment Strategies, Portfolio Management, Retirement, Wealth Management
Education
University of California, Davis 1974 — 1978
B.S., Ag Econ/Business Management
Univ Caifornia Davis
BS Business Management
Van Hubly Investments January 2007 - Present
Kempf & Company November 2005 - November 2006
Charles Schwab & Co 1978 - 2004
Skills
Asset Allocation, Investment Management, Asset Management, Financial Services, Investment Advisory, Investments, Strategic Financial..., Securities, Sales Management, Retirement Planning, Mutual Funds, Investment Strategies, Portfolio Management, Retirement, Wealth Management
Education
University of California, Davis 1974 — 1978
B.S., Ag Econ/Business Management
Univ Caifornia Davis
BS Business Management
Chris Steineger's Charles Schwab & Co. Experience 1988 - 1990
Job Fulbright guest lecturer at Humboldt University of Berlin
Industry Government Administration
Experience
real estate management 1992 - Present
Humboldt University of Berlin September 2013 - November 2013
Kansas Legislature January 1997 - December 2012
Dennis Moore for Congress 1998 - 1998
Cross Lines Cooperative Council 1994 - 1997
Kansas Department of Revenue 1993 - 1994
City Administrators office 1991 - 1992
Charles Schwab & Co 1988 - 1990
US Congressman Jim Slattery 1987 - 1988
Skills
develop, rehab, own, &..., world traveler, given speechs &..., auto & motorcyle..., likes arts & creativity..., Rentals, Legislative Relations, World Traveler, Political Consulting, Political Campaigns, Constituent Services, Public Policy, Grassroots Organizing, Residential Homes, Economic Development, Public Speaking, Coalitions, Politics, Non-profits, Government, Political Communication, Fundraising, Policy Analysis, Legislation, Program Development, Volunteer Management, Public Relations, Legislative Affairs, Community Development, Grant Writing, Elections, Nonprofits, Local Government, Budgets, Community Outreach, Strategic Communications, Policy, Community Organizing, State Government, Political Science, Press Releases, Policy Research, Grants, Public Affairs, Legislative Research, Crisis Communications, Speech Writing, Media Relations, Governmental Affairs, International Relations
Education
European Union Visitors Program 2004 — 2004
health care systems of the EU states
Japan America Foundation 2002 — 2002
study grant, food importation & marketing
The University of Kansas 1990 — 1992
Masters, Masters Public Administration
Kansas State University--Business Management 1981 — 1986
Business Mangement, Business Administration and Management, General
East West Center Next Generation
seminar southeast Asia comparative religions
real estate management 1992 - Present
Humboldt University of Berlin September 2013 - November 2013
Kansas Legislature January 1997 - December 2012
Dennis Moore for Congress 1998 - 1998
Cross Lines Cooperative Council 1994 - 1997
Kansas Department of Revenue 1993 - 1994
City Administrators office 1991 - 1992
Charles Schwab & Co 1988 - 1990
US Congressman Jim Slattery 1987 - 1988
Skills
develop, rehab, own, &..., world traveler, given speechs &..., auto & motorcyle..., likes arts & creativity..., Rentals, Legislative Relations, World Traveler, Political Consulting, Political Campaigns, Constituent Services, Public Policy, Grassroots Organizing, Residential Homes, Economic Development, Public Speaking, Coalitions, Politics, Non-profits, Government, Political Communication, Fundraising, Policy Analysis, Legislation, Program Development, Volunteer Management, Public Relations, Legislative Affairs, Community Development, Grant Writing, Elections, Nonprofits, Local Government, Budgets, Community Outreach, Strategic Communications, Policy, Community Organizing, State Government, Political Science, Press Releases, Policy Research, Grants, Public Affairs, Legislative Research, Crisis Communications, Speech Writing, Media Relations, Governmental Affairs, International Relations
Education
European Union Visitors Program 2004 — 2004
health care systems of the EU states
Japan America Foundation 2002 — 2002
study grant, food importation & marketing
The University of Kansas 1990 — 1992
Masters, Masters Public Administration
Kansas State University--Business Management 1981 — 1986
Business Mangement, Business Administration and Management, General
East West Center Next Generation
seminar southeast Asia comparative religions
Karen Corvello's Charles Schwab & Co. Experience January 1994 - January 1996
Job Marketing & Social Media at R.J. Julia Booksellers
Industry Retail
Experience
Katharine Hepburn Cultural Arts Center July 2011 - Present
R.J. Julia Booksellers July 2010 - February 2011
R. J. Julia Booksellers January 2003 - October 2010
Yale University Press January 2000 - January 2003
R. J. Julia Booksellers 1997 - 1999
Charles Schwab & Co January 1994 - January 1996
Cowley and Cathedral Bookstore January 1989 - January 1993
Waldenbooks January 1984 - January 1989
Education
Simmons College 1982 — 1986
BA, English
Simmons College
Bachelor of Arts, English and History
Katharine Hepburn Cultural Arts Center July 2011 - Present
R.J. Julia Booksellers July 2010 - February 2011
R. J. Julia Booksellers January 2003 - October 2010
Yale University Press January 2000 - January 2003
R. J. Julia Booksellers 1997 - 1999
Charles Schwab & Co January 1994 - January 1996
Cowley and Cathedral Bookstore January 1989 - January 1993
Waldenbooks January 1984 - January 1989
Education
Simmons College 1982 — 1986
BA, English
Simmons College
Bachelor of Arts, English and History
Timothy Elwood's Charles Schwab & Co. Experience 1997 - May 2012
Job Wealth Management High Net Worth Clients
Industry Financial Services
Experience
Charles Schwab & Co 1997 - May 2012
First Southeast Securities 1995 - 1996
Raymond James & Associates 1992 - 1995
Skills
Retirement, Estate Planning, Series 7, Series 63, Uniform Combined State..., Series 24, Mutual Funds, FINRA, Retirement Planning, Wealth Management, 63 Licenses, Series 65, Fixed Income, Securities, ETFs, Portfolio Management, Equities, Investments, Investment Advisory, Asset Allocation
Education
Syracuse University
Charles Schwab & Co 1997 - May 2012
First Southeast Securities 1995 - 1996
Raymond James & Associates 1992 - 1995
Skills
Retirement, Estate Planning, Series 7, Series 63, Uniform Combined State..., Series 24, Mutual Funds, FINRA, Retirement Planning, Wealth Management, 63 Licenses, Series 65, Fixed Income, Securities, ETFs, Portfolio Management, Equities, Investments, Investment Advisory, Asset Allocation
Education
Syracuse University
Fredric Susser, CFP®, CWS®'s Charles Schwab & Co. Experience August 2000 - July 2004
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2010 - Present
USAA July 2004 - February 2010
Charles Schwab & Co August 2000 - July 2004
Vanguard December 1996 - July 2000
Skills
Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, FINRA, CFP(R), Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Strategies, IRAs, Mutual Funds, Financial Advisory, Wealth, Securities, Fixed Annuities, Estate Planning, Strategic Financial..., Proficient in Salesforce, 401k, ETFs
Education
University of Arizona 1992 — 1994
BS, Business Administration
TD Ameritrade July 2010 - Present
USAA July 2004 - February 2010
Charles Schwab & Co August 2000 - July 2004
Vanguard December 1996 - July 2000
Skills
Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, FINRA, CFP(R), Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Strategies, IRAs, Mutual Funds, Financial Advisory, Wealth, Securities, Fixed Annuities, Estate Planning, Strategic Financial..., Proficient in Salesforce, 401k, ETFs
Education
University of Arizona 1992 — 1994
BS, Business Administration
Thomas (T.J.) Farrell's Charles Schwab & Co. Experience April 1996 - May 2010
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
AECOM March 2012 - October 2012
AECOM June 2011 - December 2011
AECOM March 2011 - June 2011
Combat Support Associates (An AECOM Joint Venture) June 2010 - February 2011
U.S. Army (Active / Reserve Components) May 1980 - June 2010
Charles Schwab & Co April 1996 - May 2010
Merrill Lynch May 1995 - January 1996
NationsSecurities (Dean Witter Joint Venture) July 1993 - October 1994
Dean Witter Reynolds Inc. September 1991 - July 1993
Skills
Program Management, Risk Management, Military, Security Clearance, Army, Operations Management, DoD, Process Improvement, Leadership, Military Operations, National Security, Project Planning, Government, Strategic Planning, Command, Government Contracting, Team Building, Intelligence, Information Assurance, Proposal Writing, Analysis, Team Leadership, Financial Risk..., Client Rapport, Defense, Finance, Supervisory Skills, Policy, Operational Planning, Organizational..., Top Secret, Risk Assessment, Logistics, Earned Value Management, Security, Military Logistics, Training, Leadership Development, Military Experience, Intelligence Analysis, Tactics, Fortune 500 company..., Problem Solving
Education
United States Military Academy at West Point 1976 — 1980
BS, Engineering
Charles Schwab February 2013 - Present
AECOM March 2012 - October 2012
AECOM June 2011 - December 2011
AECOM March 2011 - June 2011
Combat Support Associates (An AECOM Joint Venture) June 2010 - February 2011
U.S. Army (Active / Reserve Components) May 1980 - June 2010
Charles Schwab & Co April 1996 - May 2010
Merrill Lynch May 1995 - January 1996
NationsSecurities (Dean Witter Joint Venture) July 1993 - October 1994
Dean Witter Reynolds Inc. September 1991 - July 1993
Skills
Program Management, Risk Management, Military, Security Clearance, Army, Operations Management, DoD, Process Improvement, Leadership, Military Operations, National Security, Project Planning, Government, Strategic Planning, Command, Government Contracting, Team Building, Intelligence, Information Assurance, Proposal Writing, Analysis, Team Leadership, Financial Risk..., Client Rapport, Defense, Finance, Supervisory Skills, Policy, Operational Planning, Organizational..., Top Secret, Risk Assessment, Logistics, Earned Value Management, Security, Military Logistics, Training, Leadership Development, Military Experience, Intelligence Analysis, Tactics, Fortune 500 company..., Problem Solving
Education
United States Military Academy at West Point 1976 — 1980
BS, Engineering
Lashawnta Rufus's Charles Schwab & Co. Experience January 2000 - January 2002
Job Financial Analyst at UC Berkeley
Industry Accounting
Experience
UC Berkeley November 2011 - Present
AAA April 2008 - November 2011
AAA January 2003 - April 2008
CHARLES SCHWAB & CO January 2000 - January 2002
Skills
PeopleSoft, Accounting, Accounts Payable, Account Reconciliation, General Ledger, Software Documentation, Finance, Analysis, Microsoft Excel, PowerPoint, Process Improvement, Forecasting, Access, Auditing, Leadership, Management, Invoicing, Microsoft Word, Customer Service, Outlook, Journal Entries
Education
San Francisco State University 1997 — 2000
B.S. Business Administration, Finance
UC Berkeley November 2011 - Present
AAA April 2008 - November 2011
AAA January 2003 - April 2008
CHARLES SCHWAB & CO January 2000 - January 2002
Skills
PeopleSoft, Accounting, Accounts Payable, Account Reconciliation, General Ledger, Software Documentation, Finance, Analysis, Microsoft Excel, PowerPoint, Process Improvement, Forecasting, Access, Auditing, Leadership, Management, Invoicing, Microsoft Word, Customer Service, Outlook, Journal Entries
Education
San Francisco State University 1997 — 2000
B.S. Business Administration, Finance
Neil Bernardo's Charles Schwab & Co. Experience January 2000 - January 2001
Job Administrative Assistant at ManpowerGroup
Industry Information Technology and Services
Experience
ManpowerGroup September 2011 - March 2012
IBM/Manpower August 2005 - July 2009
IBM January 2005 - January 2009
IBM January 2002 - January 2005
Manpower contractor January 2001 - January 2002
Charles Schwab & Co January 2000 - January 2001
Citibank January 1998 - January 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Typing, 10 Key, multi-line phone, Multi-line Phone, Administrative..., Community Outreach, Customer Service, Invoicing, Nonprofits, Microsoft Word, Training
Education
University of Phoenix-San Francisco Campus 2010 — 2012
Bachelor of Science in Business Administration, Business Administration and Management, General, 3.81 GPA
University of Phoenix
Bachelors, Business Administration
ManpowerGroup September 2011 - March 2012
IBM/Manpower August 2005 - July 2009
IBM January 2005 - January 2009
IBM January 2002 - January 2005
Manpower contractor January 2001 - January 2002
Charles Schwab & Co January 2000 - January 2001
Citibank January 1998 - January 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Typing, 10 Key, multi-line phone, Multi-line Phone, Administrative..., Community Outreach, Customer Service, Invoicing, Nonprofits, Microsoft Word, Training
Education
University of Phoenix-San Francisco Campus 2010 — 2012
Bachelor of Science in Business Administration, Business Administration and Management, General, 3.81 GPA
University of Phoenix
Bachelors, Business Administration
Jeffrey Hodgson's Charles Schwab & Co. Experience January 2005 - January 2012
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Charles Schwab & Co January 2005 - January 2012
Mass Mutual - Moore Financial Group August 2003 - August 2005
H & R January 1995 - January 2003
H&R Block 1999 - 2003
Olde Discount 1992 - 2003
Olde Discount January 1992 - January 1995
Versyss Incorporated January 1991 - January 1992
Skills
Mutual Funds, Securities, Investments, Financial Planning, Series 7, Financial Services, Sales, Asset Allocation, Retirement Planning, Leadership
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Finance
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
Fidelity Investments February 2012 - Present
Charles Schwab & Co January 2005 - January 2012
Mass Mutual - Moore Financial Group August 2003 - August 2005
H & R January 1995 - January 2003
H&R Block 1999 - 2003
Olde Discount 1992 - 2003
Olde Discount January 1992 - January 1995
Versyss Incorporated January 1991 - January 1992
Skills
Mutual Funds, Securities, Investments, Financial Planning, Series 7, Financial Services, Sales, Asset Allocation, Retirement Planning, Leadership
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Finance
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY