Charles Schwab and Company
Located in: Burlington Town CenterAddress: 100 Bank St Suite #540, Burlington, VT 05401 Phone: (800) 646-4710Place name: : : Hours: : : : Website: Category: : Website: https://client.schwab.com/public/branchlocator/branchdetails.aspx?branchid=1064 Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Charles Schwab Posting publicly on the Web Write a review Reviews 2 Google reviews
Charles Schwab and Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab and Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charles Schwab and Company Employees
Expeditors International January 2012 - Present
Expeditors International March 2007 - January 2012
Independent Sales Representative - Furniture Manufacturers January 2004 - March 2007
Charles Schwab and Company November 1999 - December 2003
Morgan Stanley January 1998 - November 1999
Skills
Logistics, Supply Chain, Sales, Freight Forwarding, Air Freight, International Logistics, Customs Brokerage, Logistics Management, Warehousing, Import, Ocean, Transportation..., Marketing, Customs Regulations, Supply Chain Management, 3PL, Shipping, Freight, B2B, Transportation, Retail, Management, Sales Management, LTL, Forwarding, Ocean Freight, Container, International Trade, Operations Management, Export, Supply Chain..., Leadership, Stock Market, Inventory Management, Investments, Purchase Orders, Customer Service, New Business Development, International Sales
Education
University of Central Florida
Bachelor's Degree, Journalism, Area of Concentration: Advertising & Public Relations
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
Wells Fargo Advisors, LLC November 2013 - Present
Charles Schwab and Company May 2012 - November 2013
Skills
Investments, Retirement Planning, Customer Service, Public Speaking, Small Business, Time Management, Leadership, Team Building, Marketing Strategy, Social Networking, Mutual Funds, Investment Panning, Wealth Management, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 1989 — 1992
B.S., Accounting
Kaiser Permanente August 2014 - Present
CUNA Mutual Group September 2011 - Present
Xcel Energy and Cigna Insurance October 2013 - August 2015
Fannie Mae September 2010 - September 2011
Walmart April 2010 - September 2010
Johnson Controls 2010 - 2010
Fidelity Information Services (formerly Metavante Corp) 2005 - 2009
Delta Dental of California April 2005 - August 2005
Charles Schwab and Company 1997 - 2004
Charles Schwab and Company 1992 - 1997
Skills
Data Warehousing, Enterprise Architecture, IT Strategy, SDLC, Business Analysis, Software Development, Information Architecture, Enterprise Software
Education
Ellis University, Chicago IL
M.B.A, Organizational Leadership; in process
New York Institute of Technology
B.S, (cum laude) Interdisciplinary Studies in Business and Psychology
Schultz Collins Investment Counsel August 2010 - Present
Charles Schwab December 2007 - August 2010
Charles Schwab and Company 1993 - 2007
Skills
Finance, Asset Allocation, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Investment Advisory, Wealth Management, Financial Markets, Economics, Strategy, Investment Strategies, Securities, Alternative Investments, ETFs, Series 24, Capital Markets, Financial Services, Retirement, Asset Management, Strategic Financial..., Financial Advisory, Analysis, Hedge Funds, Equity Trading, Valuation, Trading, Financial Modeling, Derivatives, Series 63, Investment Management, Corporate Finance, Trading Systems, Financial Risk, Options, Retirement Planning, Banking, Bloomberg, Bonds, Emerging Markets, Financial Analysis, Institutional..., Private Equity, Equity Research
Education
University of San Francisco 2004 — 2006
Masters of Science, Financial Analysis
University of San Francisco 1999 — 2003
BS, Applied Economics
Crunch Fitness January 2015 - Present
Pacific View Asset Management December 2014 - Present
SF Sentry Securities, Inc. August 2010 - December 2014
SF Sentry Securities, Inc. May 2005 - July 2010
Charles Schwab and Company 2003 - 2005
Skills
Series 7, Series 55, Series 24, Hedge Funds, Wealth Management, Onboarding, Trading, Bonds, Finance, Securities, Corporate Governance, Alternative Investments, FINRA, Certified Anti-Money..., Salesforce.com, Broker-Dealer, Axys, Asset Management, Capital Markets, Equities
Education
Golden Gate University 2008 — 2010
MS, Human Resource Management
University of Southern California 1999 — 2003
Bachelor's degree, General Studies & Vocal Arts
TD Ameritrade November 2014 - Present
Charles Schwab and Company June 2012 - November 2014
Charles Schwab and Company July 2010 - May 2012
Charles Schwab and Company October 2008 - June 2010
Online Resources September 2007 - September 2008
Jobin Realty June 2006 - September 2008
Educap/Loan to Learn February 2006 - September 2007
B.F. Saul Mortgage Company September 2004 - September 2005
Skills
401k, Mutual Funds, Series 7, Retirement Planning, Investments, IRAs, Asset Management, Roth IRA, Qualified Retirement..., Leadership, Customer Service, Equities, Public Speaking, Employee Engagement, Consulting, Series 7, 66. AAMS..., IRA Rollovers, Financial Services, Retirement, Wealth Management, Management
Education
College for Financial Planning
Accredited Asset Management Specialist
George Mason University
Bachelor's degree, Speech Communication
D&D Bell Enterprises, Inc. November 2014 - Present
The Order of Brothers of Reconciliation September 2011 - November 2014
Circular Wind Ryu October 2008 - September 2011
TDBell Enterprises, Inc. March 1988 - September 2011
Interactive Digital MultiMedia, Inc. (Formerly AV Books, Inc.) November 2005 - January 2007
BeOpen.Com 2000 - 2000
Backflip.Com 1999 - 2000
Macromedia, Inc. 1998 - 1999
Versant 1998 - 1998
Charles Schwab and Company 1996 - 1997
Skills
Business Planning, Animal Handling, Computer Science, Testing, C++, Windows, SQL Server, Requirements Analysis, Databases, Web Applications, C#, Programming, HTML, Software Development, C, Linux, Integration, XML, SQL, Architecture, Automation, Analysis, Operating Systems, PHP, Security, .NET, Deployment, MySQL, Unix, Documentation, Servers, Engineering, Troubleshooting, Hardware, Quality Assurance, Research, Perl, Microsoft Office, Customer Relations, Production, Web Services, Visual Basic, Administration, Microsoft SQL Server, Martial Arts, AiKiDo, Judo, Kendo, Start-ups, Leadership
Education
The University of Texas at San Antonio 2000 — 2004
Ph.D.
University of California, San Diego 1996 — 1999
MBA
The University of Texas at El Paso 1978 — 1982
BA
All Souls Charlottesville August 2008 - Present
Author & Columnist February 2002 - Present
Downtown Community Fellowship January 2002 - August 2008
Charles Schwab and Company September 1999 - January 2002
Skills
Public Speaking, Non-profits, Blogging, Marketing Communications, Leadership Development, Theology, Community Outreach, Teaching, Research, Copy Editing, Writing, Creative Nonfiction..., Nonprofits, Editing, Volunteer Management, Social Media, Copywriting, Preaching, Leadership, Proofreading, Higher Education, Pastoral Care, Creative Writing, Biblical Studies, Books, Curriculum Development, Pastoral Counseling, Religion, Photography, Newsletters, Social Networking, Spiritual Direction, Published Author
Education
University of Virginia 2012 — 2016
Doctor of Philosophy (Ph.D.), Theology, Ethics and Culture
Florida State University 1999 — 2000
Certified Financial Planner Certificate
Dallas Theological Seminary 1994 — 1997
Th.M., Theology
Pensacola Christian College 1989 — 1993
B.A., Religion
Dark Heart Industries January 2015 - Present
Prezi August 2013 - January 2015
Framehawk, Inc. March 2011 - May 2013
Magley & Associates April 2004 - March 2011
Charles Schwab and Company 1999 - 2004
The San Francisco AIDS Foundation 1993 - 1998
Skills
Rewards, Management Development, Employee Training, Onboarding, SuccessFactors, Succession Planning, Performance Management, Employee Relations, Talent Management, Employee Engagement, Talent Acquisition, Applicant Tracking..., Team Building, Interviews, Management, Deferred Compensation, Human Resources, Organizational..., Coaching, Technical Recruiting, Career Development, Recruiting, Strategic Planning, Program Management, Start-ups, Leadership, Workforce Planning, Employee Benefits, Temporary Placement, HRIS, Internet Recruiting, Personnel Management, Vendor Management, College Recruiting, Employer Branding, Hiring, Resume Writing, Organizational..., HR Consulting, Strategy, Sourcing, HR Policies, New Hire Orientations, Training, Organizational Design, Leadership Development, Compensation & Benefit, Benefits Administration, Executive Search, Benefits Negotiation
Education
Rhode Island College
Bachelor degree, Psychology
Mylestone Plans January 2014 - Present
Merrill Edge January 2011 - November 2013
LPL Financial January 2010 - December 2010
Campbell Wealth Management January 2009 - December 2009
Northwestern Mutual Financial Network May 2004 - December 2008
Charles Schwab and Company May 2000 - May 2004
ProFunds Advisors, Inc. January 1999 - April 2000
Edelman Financial Services September 1996 - November 1998
American Express Financial Advisors December 1995 - July 1996
Schabacker Investment Management December 1986 - September 1995
Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities
Education
University of Maryland College Park 1984 — 1986
MBA, Business
Vassar College 1980 — 1984
BA, Liberal Arts
Encompass Medical Partners June 2014 - Present
Encompass Medical Partners May 2013 - May 2014
Co's BMW Center August 2012 - May 2013
Great-West Life and Annuity Insurance Company November 2007 - August 2012
Charles Schwab and Company August 2006 - May 2007
The Rio Grande Mexican Restaurant November 2004 - August 2006
National Law Enforcement and Corrections Tech Center January 2003 - September 2004
Skills
Microsoft Office with..., Relationship management..., Performance reporting..., Financial Analysis, Series 63, Investments, Series 7, Mutual Funds, Finance, 401k, Financial Reporting, Strategy, Leadership, Accounting, Analysis, Valuation, Budgets, Management, Microsoft Excel, Microsoft Office, Customer Service, Financial Planning
Education
University of Denver 2008 — 2010
Master of Science, Finance
University of Denver 2002 — 2006
Bachelor's degree, International Business
Ross Stores, Inc. 2014 - Present
Charles Schwab 2008 - 2014
Pearce Communication 2006 - 2008
Pacific Gas & Electric Company 2005 - 2006
Charles Schwab and Company 2004 - 2005
Charles Schwab and Company 2001 - 2004
Charles Schwab and Company 1999 - 2001
Charles Schwab and Company 1997 - 1999
Enterprise Rent-A-Car 1995 - 1997
Skills
Internal Communications, Message Development, Writing, Newsletters, Channel Management, Mergers, Change Management, Leadership Communication, Coaching, Messaging, Crisis Communications, Corporate Communications, Strategic Communications, Strategy, Management, Employee Engagement, Crisis Management, Mergers & Acquisitions, Leadership, Channel Partners, Team Leadership, Training, Public Speaking
Education
University of California, San Diego 1989 — 1994
Bachelor of Arts, Political Science
University of California, San Diego
Bachelor of Arts (B.A.), Political Science
Wolfstich Capital Management, LLC July 2007 - Present
Charles Schwab and Company October 1997 - July 2007
Mosaic Funds January 1996 - October 1997
Skills
Financial Planning, Securities, Asset Allocation, Strategic Financial..., Retirement, Investments
Education
College for Financial Planning 2000 — 2002
State University of New York College at Brockport 1990 — 1994
BS, Political Science and Government
Pacific Gas and Electric Company April 2012 - Present
Select Staffing (on assignment with Bank of the West) October 2011 - February 2012
Cubic Transportation Systems, Inc. November 2002 - October 2010
ERG Transit Systems November 2002 - July 2009
ERG GROUP 2002 - 2005
Charles Schwab and Company June 2000 - October 2001
Skills
Software Documentation, Technical Writing, Technical Documentation, Program Management, Process Improvement, SnagIt, Visio, Captivate, Business Analysis, Project Management, Training, Integration, SharePoint, Requirements Analysis, Change Management, Instructional Design, Windows, Quality Assurance, Adobe Acrobat, Leadership, Management, Cross-functional Team..., Project Planning, Strategy
Education
California Coast University 1992 — 1996
MBA, Business
Linden Graphics May 1989 - Present
Charles Schwab and Company 1982 - 1986
Skills
Direct Mail, Direct Marketing, Marketing Strategy, Offset Printing, Advertising, Promotional
Education
Ealing College London England 1981 — 1982
International Business
State University of New York College at Oneonta 1978 — 1982
bachelors, business economics
Oceanside High School 1974 — 1978
hs
Gotham Psychotherapy, PLLC 2009 - Present
Institute for Psychoanalytic Education Treatment and Referral Service 2011 - Present
St. Marks Place Institute for Mental Health 2010 - 2012
St Lukes Roosevelt Hospital, Department of Psychiatry 2010 - 2011
IBM Global Business Services 2006 - 2009
Microsoft 2003 - 2006
Visa USA 2002 - 2005
Charles Schwab and Company 2000 - 2002
Banc Boston Robertson Stevens 1998 - 2000
Skills
Strategy, CRM, Start-ups, Product Management, Management, Leadership, Management Consulting, Enterprise Architecture, Training, Sales Operations, Professional Services, Consulting, Executive Management, Team Building, Leadership Development, Account Management, Product Development, Marketing, Selling, Sales, Coaching, Business Process..., Financial Markets, Program Management, Budgets, Family Therapy, Sales Process, Financial Services, Security, IT Strategy, Enterprise Software
Education
ASL
New York University School of Medicine, Institute for Psychoanalytic Education 2013 — 2017
Licensed Psychoanalyst
New York University School of Medicine, Institute for Psychoanalytic Education 2011 — 2013
Adult Psychodynamic Psychotherapy
Mercy College
MS, MFT
New York University
Post Graduate Studies
The George Washington University
BA
University of Maryland
BS
The American School in London 1978 — 1984
Pfizer May 2012 - Present
Aiken Analytics Group March 2010 - June 2012
Milliman March 2009 - February 2010
dunnhumby USA June 2008 - March 2009
Eli Lilly December 2007 - June 2008
Eli Lilly March 2001 - December 2007
Charles Schwab and Company June 2000 - March 2001
Wyndham Worldwide / RCI 1994 - 2000
Skills
Market Analysis, Marketing Research, Business Analysis, Analytics, Statistics, Problem Solving, Business Planning, Data Analysis, Optimization, Predictive Modeling, Business Modeling, Managed Care, Women's Health, Oncology, Neuroscience, Diabetes, Forecasting, Marketing Mix, Visual Basic, SAS, R, Team Leadership, Market Research, Sales Effectiveness, Strategy, Commercialization, Segmentation, Pharmaceutical Industry, Analysis, Business Strategy, Leadership, Pricing, Competitive Intelligence, Management, Biotechnology, Product Launch, Market Planning, Market Access, Competitive Analysis, Strategic Thinking, Customer Insight, Marketing, Pharmaceutical Sales, Business Analytics, Medical Devices, Pharmaceutics, Predictive Analytics, Health Economics, Business Process, Global Marketing
Education
Indiana University Bloomington 1991 — 1993
M.A., Applied Math
Indiana University Bloomington 1989 — 1991
B.S., Mathematics
The Sakai Group February 2009 - Present
Berkeley Repertory Theatre June 1990 - Present
BevMo! May 2008 - January 2009
24 Hour Fitness September 2000 - November 2005
Charles Schwab and Company February 1996 - May 1999
Bank of California 1993 - 1996
Education
Stanford University
MA
University of California, Berkeley
BA
BlackRock November 2013 - Present
BlackRock May 2012 - October 2013
iShares, BlackRock March 2007 - May 2012
Charles Schwab and Company May 2004 - February 2007
US Trust Co., Bank of America Private Wealth Management 2001 - 2003
Skills
Lelvel II Candidate,..., Series 7, Investment Strategies, Mutual Funds, Investment Management, Alternative Investments, Equities, Bloomberg, Asset Managment, Series 63, Hedge Funds, Asset Allocation, Portfolio Management, Securities, Equity Research, Options, Fixed Income, Investments, ETFs, Capital Markets, Financial Markets, Investment Advisory, Funding, Financial Modeling, Asset Management
Education
Santa Clara University - Leavey School of Business 2005 — 2008
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 1995 — 2000
Bachelor of Science, Business Administration
Menlo School 1991 — 1995
Windstream Communications July 2012 - Present
Performance Consultants Group November 1996 - November 2011
InteliStaf Healthcare 2006 - 2007
Charles Schwab and Company September 1995 - August 1996
Fidelity Investments 1986 - 1995
Skills
Leadership, Management, Analysis, Consulting, Financial Services, Management Consulting, Financial Analysis, Budgets, Team Leadership, Strategic Planning
Education
Tulane University 1982 — 1984
MBA, Finance
Tulane University 1982 — 1984
MSW, Social Work
University of Arkansas 1973 — 1977
BA, Psychology
Monterey Trading Group February 2002 - Present
Schwab Capital Markets August 1994 - February 2002
Charles Schwab and Company August 1992 - August 1994
Charles Schwab and Co. Inc. February 1989 - August 1992
Education
Hobart and William Smith Colleges 1978 — 1982
BA, Economics
Summary Of Work Experience Devoted To Superior Customer Relations May 1969 - Present
Express Scripts, Inc. April 2010 - July 2011
SPHERION CORPORATION / HEWITT AND ASSOCIATES September 2009 - July 2010
CHARLES SCHWAB AND COMPANY October 2007 - April 2009
SEARS COMMERCIAL SALES February 2004 - July 2007
ACS STATE AND LOCAL SOLUTIONS November 2002 - March 2003
SPRINT PCS July 1998 - May 2002
Walt Disney World Resorts October 1997 - April 1998
BellSouth Mobility July 1993 - October 1997
Premier Cruise Lines May 1989 - May 1993
Skills
Writer, Author, Licensed Pilot
Education
Bowling Green State University 1968 — 1969
None, Speech
N/A
Home Care July 2005 - July 2011
Charles Schwab and Company March 2000 - June 2005
Morgan Stanley April 1998 - December 1999
Behavioral Healthcare Options July 1991 - January 1998
Family Service Agency February 1984 - April 1991
Adult Protective Services Incorporated March 1982 - December 1983
US Navy August 1972 - August 1976
Education
Indiana University 1980 — 1981
Indiana University, Social Work, Child Welfare, Graduate student in the Indiana University School of Nursing.
University of Nevada-Las Vegas 1976 — 1980
BA
Sedgwick Campaign ManagerMarc Bruno for SupervisorOctober 2012 - November 2012
John Barleycorn Coalition 2007 - 2012
Charles Schwab and Company 1992 - 1997
Sierra Club 1981 - 1990
Skills
Newsletters, Marketing, Non-profits, Nonprofits, Records Management, Leadership, Editing, Project Management, Legal Research, Government, Legal Writing, Event Planning, Program Management, Litigation Support, Research
Education
New York University
University of California, Berkeley
Philosphy major