Charles Schwab Bank
Description
Founded: 2003 Parent organization: Charles Schwab Corporation Subsidiaries: Raymond James Housing Opportunities Fund 50 L.L.C., Crea Castroville State Schwab Fund, LP FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCharles SchwabWebsiteDirections Saved (0) Saved Save 1 Google review Financial consultant in Portland, Maine Address: 100 Commercial St Ste 106, Portland, ME 04101 Hours: Closed ⋅ Opens 8:30AM Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 646-4710: : : : : Category: Website: Place name: : Website: https://client.schwab.com/public/branchlocator/branchdetails.aspx?branchid=1168 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. 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 1 Google review
Charles Schwab Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charles Schwab Bank Employees
Employee
Years
Job
Industry
Cheryl M. Gonzales Cheryl M. Gonzales's Charles Schwab Bank Experience March 2011 - June 2011
Job Executive Assistant
Industry Banking
Experience
Wells Fargo July 2014 - November 2014
Prudential Real Estate Investors February 2014 - May 2014
Wells Fargo Bank April 2013 - August 2013
Bank of the West September 2011 - January 2012
Charles Schwab Bank March 2011 - June 2011
Wells Fargo July 2010 - November 2010
STATE FARM INSURANCE July 2009 - January 2010
BANK OF AMERICA May 2006 - January 2009
Wells Fargo Bank February 2004 - May 2006
ADECCO October 2003 - February 2004
Skills
Administrative..., Access, Process Improvement, Public Speaking, Management, Customer Service, Time Management, System Administration, Project Management, SharePoint, Nonprofits, Marketing, Analysis
Education
John F. Kennedy University 1991 — 1994
Master of Arts Degree, Clinical Psychology
John F. Kennedy University
Bachelor of Arts Degree, Liberal Studies; Psychology
Wells Fargo July 2014 - November 2014
Prudential Real Estate Investors February 2014 - May 2014
Wells Fargo Bank April 2013 - August 2013
Bank of the West September 2011 - January 2012
Charles Schwab Bank March 2011 - June 2011
Wells Fargo July 2010 - November 2010
STATE FARM INSURANCE July 2009 - January 2010
BANK OF AMERICA May 2006 - January 2009
Wells Fargo Bank February 2004 - May 2006
ADECCO October 2003 - February 2004
Skills
Administrative..., Access, Process Improvement, Public Speaking, Management, Customer Service, Time Management, System Administration, Project Management, SharePoint, Nonprofits, Marketing, Analysis
Education
John F. Kennedy University 1991 — 1994
Master of Arts Degree, Clinical Psychology
John F. Kennedy University
Bachelor of Arts Degree, Liberal Studies; Psychology
Ignasio Z. Medrano Ignasio Z. Medrano's Charles Schwab Bank Experience December 2003 - January 2005
Job VP, Digital Marketing at Technology Credit Union
Industry Banking
Experience
Technology Credit Union August 2015 - Present
Bank of the West August 2014 - August 2015
Patelco Credit Union September 2010 - August 2014
Mechanics Bank March 2009 - September 2010
Bank of the West March 2007 - March 2009
Kaiperm Federal Credit Union August 2005 - February 2007
Well Fargo Bank January 2005 - August 2005
Charles Schwab Bank December 2003 - January 2005
Bank of America August 1997 - December 2003
Skills
Relationship Management, Credit, Banking, Financial Services, Strategic Planning, Retail Banking, Loans, Credit Cards, Risk Management, Internet Banking, Marketing, Mortgage Lending, Call Centers, Payments, Financial Risk, Social Media, Consumer Lending, Web Analytics, Analytics, Sales, Product Management, Strategy, Business Development, Cross Selling, Vendor Management, Project Management
Education
University of Nevada-Reno 1997 — 2003
Bachelor's Degree, Communications, Marketing & Business Emphasis
LearnIt! Computer Learning Center
Extensive studies in graphic design and website usability.
Technology Credit Union August 2015 - Present
Bank of the West August 2014 - August 2015
Patelco Credit Union September 2010 - August 2014
Mechanics Bank March 2009 - September 2010
Bank of the West March 2007 - March 2009
Kaiperm Federal Credit Union August 2005 - February 2007
Well Fargo Bank January 2005 - August 2005
Charles Schwab Bank December 2003 - January 2005
Bank of America August 1997 - December 2003
Skills
Relationship Management, Credit, Banking, Financial Services, Strategic Planning, Retail Banking, Loans, Credit Cards, Risk Management, Internet Banking, Marketing, Mortgage Lending, Call Centers, Payments, Financial Risk, Social Media, Consumer Lending, Web Analytics, Analytics, Sales, Product Management, Strategy, Business Development, Cross Selling, Vendor Management, Project Management
Education
University of Nevada-Reno 1997 — 2003
Bachelor's Degree, Communications, Marketing & Business Emphasis
LearnIt! Computer Learning Center
Extensive studies in graphic design and website usability.
Beth (Kozakiewicz) Horn Beth (Kozakiewicz) Horn's Charles Schwab Bank Experience August 2007 - January 2008
Job Doctor of Physical Therapy Student at Northern Arizona University
Industry Hospital & Health Care
Experience
Northern Arizona University August 2014 - Present
United Technologies December 2010 - August 2014
Goodrich January 2008 - December 2010
Charles Schwab Bank August 2007 - January 2008
Skills
Access, Business Analysis, SAP, Process Improvement, Customer Service, Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Aerospace, Strategy, Aviation, Analysis, Data Analysis
Education
Northern Arizona University 2014 — 2017
Doctor of Physical Therapy Student, Physical Therapy/Therapist
Arizona State University West 2005 — 2007
B.S., Global Business Leadership and Management
Glendale Community College 2002 — 2005
Associates of Science, Business ATP, General science and Business
Westview High School 1999 — 2002
Northern Arizona University August 2014 - Present
United Technologies December 2010 - August 2014
Goodrich January 2008 - December 2010
Charles Schwab Bank August 2007 - January 2008
Skills
Access, Business Analysis, SAP, Process Improvement, Customer Service, Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Aerospace, Strategy, Aviation, Analysis, Data Analysis
Education
Northern Arizona University 2014 — 2017
Doctor of Physical Therapy Student, Physical Therapy/Therapist
Arizona State University West 2005 — 2007
B.S., Global Business Leadership and Management
Glendale Community College 2002 — 2005
Associates of Science, Business ATP, General science and Business
Westview High School 1999 — 2002
K. Anthony Bologna's Charles Schwab Bank Experience September 2005 - September 2006
Job Consultant and Project Manager at Bologna Consultants
Industry Architecture & Planning
Experience
Bologna Consultants November 2007 - Present
Mass Mutual Fin. Servs. December 2006 - October 2007
Charles Schwab and Co. September 2005 - September 2006
Charles Schwab Bank September 2005 - September 2006
American Express Financial Advisors May 1995 - August 2005
American Express Financial Advisors January 1995 - April 1995
Hamilton Advisors October 1994 - December 1994
Allen & Hoshall Engr and Arch. August 1991 - September 1994
Pickering Firm Engineering and Arch. September 1988 - July 1991
Skills
Project Planning and..., Project Management, Construction Oversight, Comprehensive Financial..., Financial Analysis, Investments, Securities, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 7, Series 63, General Management, Recruiting, Marketing, Leadership, Consulting, Construction, Contract Negotiation, Project Planning, Contract Management, Budgets, Risk Management, Sales, Financial Goals, Insurance, Strategic Financial..., Business Development
Education
National Association of Securities Dealers 1995 — 1995
Series 7 and 63
Tennessee Department of Insurance 1995 — 1995
Series 21 and 22 and 23
Louisiana State University 1982 — 1988
Bachelor of Landscape Architecture, College of Design
Memphis State University
Elective Study Summers of 1986 and 1987
Bologna Consultants November 2007 - Present
Mass Mutual Fin. Servs. December 2006 - October 2007
Charles Schwab and Co. September 2005 - September 2006
Charles Schwab Bank September 2005 - September 2006
American Express Financial Advisors May 1995 - August 2005
American Express Financial Advisors January 1995 - April 1995
Hamilton Advisors October 1994 - December 1994
Allen & Hoshall Engr and Arch. August 1991 - September 1994
Pickering Firm Engineering and Arch. September 1988 - July 1991
Skills
Project Planning and..., Project Management, Construction Oversight, Comprehensive Financial..., Financial Analysis, Investments, Securities, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 7, Series 63, General Management, Recruiting, Marketing, Leadership, Consulting, Construction, Contract Negotiation, Project Planning, Contract Management, Budgets, Risk Management, Sales, Financial Goals, Insurance, Strategic Financial..., Business Development
Education
National Association of Securities Dealers 1995 — 1995
Series 7 and 63
Tennessee Department of Insurance 1995 — 1995
Series 21 and 22 and 23
Louisiana State University 1982 — 1988
Bachelor of Landscape Architecture, College of Design
Memphis State University
Elective Study Summers of 1986 and 1987
Jay Wardwell Jay Wardwell's Charles Schwab Bank Experience September 1999 - Present
Job VP & Associate General Counsel, Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank September 1999 - Present
Union Bank September 1987 - September 1999
Brobeck, Phleger & Harrison 1982 - 1987
Education
University of California, Hastings College of the Law 1979 — 1982
J.D., cum laude
University of California, Berkeley, Haas School of Business 1978 — 1982
M.B.A.
Salem College, Salem West Virginia 1975 — 1978
B.A., magna cum laude
Charles Schwab Bank September 1999 - Present
Union Bank September 1987 - September 1999
Brobeck, Phleger & Harrison 1982 - 1987
Education
University of California, Hastings College of the Law 1979 — 1982
J.D., cum laude
University of California, Berkeley, Haas School of Business 1978 — 1982
M.B.A.
Salem College, Salem West Virginia 1975 — 1978
B.A., magna cum laude
Purna Roy Purna Roy's Charles Schwab Bank Experience February 2002 - April 2006
Job Consulting Practice and IT Leader
Industry Management Consulting
Experience
Cognizant Technology Solutions May 2006 - Present
Charles Schwab Bank February 2002 - April 2006
Morgan Stanley Online January 2001 - February 2002
OneMedia, Inc. (Omni-Channel Publishing Startup) August 2000 - December 2000
Charles Schwab September 1993 - August 2000
Sterling Software February 1991 - August 1993
Megatest December 1987 - January 1991
Skills
RUP, SOA, Websphere, Weblogic, TOGAF, UML, .NET, DCE, Engineering, NDM, Publishing, Start-ups, SiteScope, CORBA, SSL, Solution Architecture, IT Strategy, E-commerce, Cloud Computing, Enterprise Architecture
Education
Stanford University 1999 — 1999
IPS Program, Advanced Project/Program Management
Pennsylvania State University
MS, Computer Science
University of Missouri-Columbia
Indian Institute Of Technology
Bachelor's Degree, Engineering
Cognizant Technology Solutions May 2006 - Present
Charles Schwab Bank February 2002 - April 2006
Morgan Stanley Online January 2001 - February 2002
OneMedia, Inc. (Omni-Channel Publishing Startup) August 2000 - December 2000
Charles Schwab September 1993 - August 2000
Sterling Software February 1991 - August 1993
Megatest December 1987 - January 1991
Skills
RUP, SOA, Websphere, Weblogic, TOGAF, UML, .NET, DCE, Engineering, NDM, Publishing, Start-ups, SiteScope, CORBA, SSL, Solution Architecture, IT Strategy, E-commerce, Cloud Computing, Enterprise Architecture
Education
Stanford University 1999 — 1999
IPS Program, Advanced Project/Program Management
Pennsylvania State University
MS, Computer Science
University of Missouri-Columbia
Indian Institute Of Technology
Bachelor's Degree, Engineering
Joe Bennett Joe Bennett's Charles Schwab Bank Experience 2004 - 2013
Job Chief Operations Officer at mPower Holdings
Industry Banking
Experience
m-Power Holdings 2013 - Present
Charles Schwab Bank 2004 - 2013
PHH Mortgage 2001 - 2004
Merrill Lynch 1985 - 2001
Skills
Loan Origination, Loans, Mortgage Lending, Banking, Credit, Mortgage Banking, Financial Services, Relationship Management, Series 63, Wealth Management, Series 7, Portfolio Management, Residential Mortgages, Mutual Funds, Investments, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Refinance
Education
Sacred Heart University
Bachelor's degree, Finance, General
Wharton School of Business, Advanced Management Program
m-Power Holdings 2013 - Present
Charles Schwab Bank 2004 - 2013
PHH Mortgage 2001 - 2004
Merrill Lynch 1985 - 2001
Skills
Loan Origination, Loans, Mortgage Lending, Banking, Credit, Mortgage Banking, Financial Services, Relationship Management, Series 63, Wealth Management, Series 7, Portfolio Management, Residential Mortgages, Mutual Funds, Investments, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Refinance
Education
Sacred Heart University
Bachelor's degree, Finance, General
Wharton School of Business, Advanced Management Program
Denise Julieanne Collins Denise Julieanne Collins's Charles Schwab Bank Experience January 2011 - Present
Job Senior Manager, Vendor Relationship Management at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank January 2011 - Present
BlackRock February 2009 - June 2010
Washington Mutual Card Services March 2008 - January 2009
Union Bank of California September 2007 - February 2008
Monogram Systems October 2004 - September 2007
Law Office of Emmer and Snowden November 2003 - August 2004
San Diego District Attorney's Office November 2000 - December 2001
Skills
Business Analysis, Consulting, Contract Negotiation, Customer Service, Intellectual Property, Management, Marketing, Process Improvement, Project Management, Purchasing, Risk Management, Sourcing, Strategic Sourcing, Strategy, Vendor Management, Leadership, Program Management, CRM
Education
Southwestern University School of Law 1995 — 1998
Juris Doctor
University of San Francisco 1986 — 1990
Bachelor of Fine Arts
Charles Schwab Bank January 2011 - Present
BlackRock February 2009 - June 2010
Washington Mutual Card Services March 2008 - January 2009
Union Bank of California September 2007 - February 2008
Monogram Systems October 2004 - September 2007
Law Office of Emmer and Snowden November 2003 - August 2004
San Diego District Attorney's Office November 2000 - December 2001
Skills
Business Analysis, Consulting, Contract Negotiation, Customer Service, Intellectual Property, Management, Marketing, Process Improvement, Project Management, Purchasing, Risk Management, Sourcing, Strategic Sourcing, Strategy, Vendor Management, Leadership, Program Management, CRM
Education
Southwestern University School of Law 1995 — 1998
Juris Doctor
University of San Francisco 1986 — 1990
Bachelor of Fine Arts
Carrie Dolan Carrie Dolan's Charles Schwab Bank Experience January 2008 - January 2010
Job CFO at Lending Club
Industry Financial Services
Experience
Lending Club August 2010 - Present
Charles Schwab Bank January 2008 - January 2010
Charles Schwab May 2007 - January 2010
Charles Schwab April 2003 - April 2007
Charles Schwab February 2000 - April 2003
Chevron July 1998 - January 2000
Chevron May 1996 - December 1998
Chevron January 1992 - April 1996
Chevron September 1987 - December 1991
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley, Haas School of Business
BS, Finance & Accounting
Lending Club August 2010 - Present
Charles Schwab Bank January 2008 - January 2010
Charles Schwab May 2007 - January 2010
Charles Schwab April 2003 - April 2007
Charles Schwab February 2000 - April 2003
Chevron July 1998 - January 2000
Chevron May 1996 - December 1998
Chevron January 1992 - April 1996
Chevron September 1987 - December 1991
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley, Haas School of Business
BS, Finance & Accounting
Matthew Bean, EA, CFP® Matthew Bean, EA, CFP®'s Charles Schwab Bank Experience March 2006 - August 2009
Job President, Keystone Planning and Tax Service LLC
Industry Financial Services
Experience
Keystone Planning & Tax Service LLC September 2011 - Present
Keystone Planning & Tax Service LLC September 2011 - Present
Charles Schwab August 2009 - September 2011
Charles Schwab Bank March 2006 - August 2009
Charles Schwab June 2001 - February 2006
Charles Schwab October 1999 - April 2001
Charles Schwab February 1995 - May 1997
Fund Plan Services September 1993 - February 1995
Skills
IRS Enrolled Agent, Certified Financial..., Tax Preparation, Income Tax, Tax Advisory, Tax Returns, Investments, Investors, Strategic Financial..., Estate Planning, Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Benefits, Social Security, Account Management, Bond Markets, Municipal Bonds, Bond Pricing, Options Strategies, Employee Stock Options, Stock Market, Stockbroking, Building Relationships, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word, General Insurance, Estate Administration, Budget Process, Budget Monitoring, Financial Advisory, Sales Process, Direct Sales, Dispute Resolution, Seminars, Training Delivery, Instructor-led Training, Back Office, Communication, Written Communication, Marketing, Retail, Bookkeeping, Quicken, Monetary Economics, Economics, Investment Advisory
Education
IRS Enrolled Agent Exam Program 2009 — 2011
Enrolled Agent, Taxation, Individual, Business, Practice & Reprensentation
College for Financial Planning 2004 — 2006
Certfified Financial Planner, Financial Planning and Services
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
Keystone Planning & Tax Service LLC September 2011 - Present
Keystone Planning & Tax Service LLC September 2011 - Present
Charles Schwab August 2009 - September 2011
Charles Schwab Bank March 2006 - August 2009
Charles Schwab June 2001 - February 2006
Charles Schwab October 1999 - April 2001
Charles Schwab February 1995 - May 1997
Fund Plan Services September 1993 - February 1995
Skills
IRS Enrolled Agent, Certified Financial..., Tax Preparation, Income Tax, Tax Advisory, Tax Returns, Investments, Investors, Strategic Financial..., Estate Planning, Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Benefits, Social Security, Account Management, Bond Markets, Municipal Bonds, Bond Pricing, Options Strategies, Employee Stock Options, Stock Market, Stockbroking, Building Relationships, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word, General Insurance, Estate Administration, Budget Process, Budget Monitoring, Financial Advisory, Sales Process, Direct Sales, Dispute Resolution, Seminars, Training Delivery, Instructor-led Training, Back Office, Communication, Written Communication, Marketing, Retail, Bookkeeping, Quicken, Monetary Economics, Economics, Investment Advisory
Education
IRS Enrolled Agent Exam Program 2009 — 2011
Enrolled Agent, Taxation, Individual, Business, Practice & Reprensentation
College for Financial Planning 2004 — 2006
Certfified Financial Planner, Financial Planning and Services
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
Jordan Wolff, CTFA, MBA Jordan Wolff, CTFA, MBA's Charles Schwab Bank Experience November 2012 - Present
Job Trust Officer and Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Bank November 2012 - Present
JPMorgan June 2010 - November 2012
US Trust June 2009 - August 2009
Campbell University August 2006 - June 2009
US Trust- Bank of America June 2008 - August 2008
Skills
Wealth Management, Wills, MBA, GST, Asset Allocation, Investment Advisory, Estate Planning, Personal Trust..., Trust Services, Strategic Financial..., High Net Worth..., Wealth Management...
Education
Campbell University 2009 — 2010
MBA, Management
Campbell University 2005 — 2010
BA, Trust and Wealth Management
Charles Schwab Bank November 2012 - Present
JPMorgan June 2010 - November 2012
US Trust June 2009 - August 2009
Campbell University August 2006 - June 2009
US Trust- Bank of America June 2008 - August 2008
Skills
Wealth Management, Wills, MBA, GST, Asset Allocation, Investment Advisory, Estate Planning, Personal Trust..., Trust Services, Strategic Financial..., High Net Worth..., Wealth Management...
Education
Campbell University 2009 — 2010
MBA, Management
Campbell University 2005 — 2010
BA, Trust and Wealth Management
Melinda Wasinger Melinda Wasinger's Charles Schwab Bank Experience February 2012 - November 2012
Job Sr. Loan Consultant at Southwest Direct Mortgage
Industry Banking
Experience
Southwest Direct Mortgage December 2012 - Present
Charles Schwab Bank February 2012 - November 2012
PrimeLending, A PlainsCapital Company 2010 - 2011
Avnet Technology Solutions 2009 - 2010
Advantage Lending Services 2004 - 2008
First Equity Funding 2001 - 2004
Carlson 1998 - 2001
USG 1992 - 1998
Skills
Real Estate, Affordable Housing..., Residential Mortgages, Mortgage Planning, FHA financing, VA loans, Reverse Mortgages, Jumbo, Government Loans, Conforming, Refinance Transactions, Online Marketing, Online Identity, Blogging, Social Promotion, iPhone, MBA, Mortgage Lending, Refinance, Jumbo Mortgage, Mortgage Banking, Investment Properties, Online Advertising, Short Sales, Brokerage, Sellers, Residential Homes, Certified Mortgage..., REO, Loans, Selling, Foreclosures, Commercial Real Estate, Marketing, Real Estate Economics, Management, Referrals, Investors
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA, Business
Angelo State University 1988 — 1992
BBA, Accounting, Finance
Southwest Direct Mortgage December 2012 - Present
Charles Schwab Bank February 2012 - November 2012
PrimeLending, A PlainsCapital Company 2010 - 2011
Avnet Technology Solutions 2009 - 2010
Advantage Lending Services 2004 - 2008
First Equity Funding 2001 - 2004
Carlson 1998 - 2001
USG 1992 - 1998
Skills
Real Estate, Affordable Housing..., Residential Mortgages, Mortgage Planning, FHA financing, VA loans, Reverse Mortgages, Jumbo, Government Loans, Conforming, Refinance Transactions, Online Marketing, Online Identity, Blogging, Social Promotion, iPhone, MBA, Mortgage Lending, Refinance, Jumbo Mortgage, Mortgage Banking, Investment Properties, Online Advertising, Short Sales, Brokerage, Sellers, Residential Homes, Certified Mortgage..., REO, Loans, Selling, Foreclosures, Commercial Real Estate, Marketing, Real Estate Economics, Management, Referrals, Investors
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA, Business
Angelo State University 1988 — 1992
BBA, Accounting, Finance
Kristen L O'Brien Kristen L O'Brien's Charles Schwab Bank Experience March 2013 - April 2015
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab Bank March 2013 - April 2015
BMO Harris Bank November 2008 - March 2013
Harris Bank April 2007 - November 2008
Centier Bank 2005 - April 2007
Centier Bank 2003 - 2005
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Banking
Education
Almeda University
B.A., Business Management
Lansing Community College
Bank Administration and Marketing
Charles Schwab May 2015 - Present
Charles Schwab Bank March 2013 - April 2015
BMO Harris Bank November 2008 - March 2013
Harris Bank April 2007 - November 2008
Centier Bank 2005 - April 2007
Centier Bank 2003 - 2005
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Banking
Education
Almeda University
B.A., Business Management
Lansing Community College
Bank Administration and Marketing
Philip A. Gagliardi, CPM®'s Charles Schwab Bank Experience March 2008 - January 2011
Job Chester County and Western Suburbs Financial Planners. Guiding you to your financial destination.
Industry Financial Services
Experience
Hoover Financial Advisors January 2011 - Present
Charles Schwab Bank March 2008 - January 2011
Wells Fargo January 2006 - February 2008
Skills
Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Management, Finance, Investments, Microsoft Office, Financial Analysis, Team Building, Sales, Social Media, Portfolio Management, Event Planning
Education
Widener University 2009 — 2011
Master's degree, Taxation & Financial Planning
Cabrini College 1994 — 1998
BS, Accounting and Finance
Cardinal O'hara 1988 — 1992
Hoover Financial Advisors January 2011 - Present
Charles Schwab Bank March 2008 - January 2011
Wells Fargo January 2006 - February 2008
Skills
Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Management, Finance, Investments, Microsoft Office, Financial Analysis, Team Building, Sales, Social Media, Portfolio Management, Event Planning
Education
Widener University 2009 — 2011
Master's degree, Taxation & Financial Planning
Cabrini College 1994 — 1998
BS, Accounting and Finance
Cardinal O'hara 1988 — 1992
Richard Favreau's Charles Schwab Bank Experience November 2005 - December 2010
Job Project Management Office at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2010 - Present
Charles Schwab Bank November 2005 - December 2010
Charles Schwab Insurance Services July 2000 - November 2005
Charles Schwab February 1993 - July 2000
Skills
Business Analysis, Project Management, Product Development, Relationship Management, Business Process..., Product Management, Risk Management, Financial Services, Banking, Program Management, Process Improvement, Vendor Management, SDLC, Business Requirements
Education
College for Financial Planning 2004 — 2005
Registered Paraplanner
Bates College 1981 — 1985
B.A., Mathematics
Charles Schwab January 2010 - Present
Charles Schwab Bank November 2005 - December 2010
Charles Schwab Insurance Services July 2000 - November 2005
Charles Schwab February 1993 - July 2000
Skills
Business Analysis, Project Management, Product Development, Relationship Management, Business Process..., Product Management, Risk Management, Financial Services, Banking, Program Management, Process Improvement, Vendor Management, SDLC, Business Requirements
Education
College for Financial Planning 2004 — 2005
Registered Paraplanner
Bates College 1981 — 1985
B.A., Mathematics
Kyle Whaley Kyle Whaley's Charles Schwab Bank Experience December 2002 - December 2010
Job VP Branch Manager at Plumas Bank
Industry Financial Services
Experience
Plumas Bank May 2015 - Present
City National Bank August 2011 - May 2015
ProNet Career Resources December 2010 - August 2011
Charles Schwab Bank December 2002 - December 2010
Bank of America August 1984 - December 2002
Skills
Customer Satisfaction, Leadership, Risk Management, Auditing, Non-profits, Payroll, Credit, Financial Analysis, Team Building, Customer Service, Operations Management, Strategic Planning, Process Improvement, Budgets, Banking, Management, Team Leadership, Training, Microsoft Word, Accounting, Nonprofits, Business Strategy, Employee Engagement, Public Speaking, Teamwork, Project Planning, Change Management, Coaching, Small Business, CRM, Business Development, Business Analysis, Analysis, Program Management, Human Resources, Project Management, Employee Training, Start-ups
Education
Western Governors University 2015 — 2017
(Enrolled) MS, Management and Leadership
University of Nevada-Reno
Bachelors Science, Business Administration
Plumas Bank May 2015 - Present
City National Bank August 2011 - May 2015
ProNet Career Resources December 2010 - August 2011
Charles Schwab Bank December 2002 - December 2010
Bank of America August 1984 - December 2002
Skills
Customer Satisfaction, Leadership, Risk Management, Auditing, Non-profits, Payroll, Credit, Financial Analysis, Team Building, Customer Service, Operations Management, Strategic Planning, Process Improvement, Budgets, Banking, Management, Team Leadership, Training, Microsoft Word, Accounting, Nonprofits, Business Strategy, Employee Engagement, Public Speaking, Teamwork, Project Planning, Change Management, Coaching, Small Business, CRM, Business Development, Business Analysis, Analysis, Program Management, Human Resources, Project Management, Employee Training, Start-ups
Education
Western Governors University 2015 — 2017
(Enrolled) MS, Management and Leadership
University of Nevada-Reno
Bachelors Science, Business Administration
Mathew Carrigan Mathew Carrigan's Charles Schwab Bank Experience March 2010 - Present
Job QA Technical Associate at Charles Schwab Bank
Industry Information Technology and Services
Experience
Charles Schwab Bank March 2010 - Present
Ball Aerospace June 2009 - August 2009
Rocky Mountain Innovation Innitiative December 2008 - June 2009
Education
Colorado State University 2005 — 2010
Business Administration, Computer Information Systems, Supply Chain Management
Charles Schwab Bank March 2010 - Present
Ball Aerospace June 2009 - August 2009
Rocky Mountain Innovation Innitiative December 2008 - June 2009
Education
Colorado State University 2005 — 2010
Business Administration, Computer Information Systems, Supply Chain Management
John K. Martin John K. Martin's Charles Schwab Bank Experience 2003 - 2007
Job Financial Advisor, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2007 - Present
Charles Schwab Bank 2003 - 2007
E*TRADE Financial 2000 - 2003
Skills
Retirement Planning, Investments, Asset Allocation, Financial Services
Education
Clemson University 1981 — 1984
BA Administrative Mgmt, Management, Finance
Wells Fargo Advisors, LLC 2007 - Present
Charles Schwab Bank 2003 - 2007
E*TRADE Financial 2000 - 2003
Skills
Retirement Planning, Investments, Asset Allocation, Financial Services
Education
Clemson University 1981 — 1984
BA Administrative Mgmt, Management, Finance
Lynn Morgan's Charles Schwab Bank Experience October 2011 - February 2012
Job Client Marketing Consultant at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank May 2015 - Present
Charles Schwab October 2014 - Present
Lynn Morgan Marketing LLC May 2005 - Present
clearXchange May 2014 - September 2014
Wells Fargo January 2014 - April 2014
Charles Schwab July 2013 - January 2014
Charles Schwab November 2012 - June 2013
Charles Schwab Bank October 2011 - February 2012
Charles Schwab March 2011 - October 2011
Wells Fargo March 2010 - February 2011
Skills
Financial Services, Marketing, Project Management, Integrated Marketing, Marketing Strategy, Online Community..., Market Planning, Client Experience, Direct Marketing, Product Management, Marketing Communications, Strategic Planning, Competitive Analysis, Business Strategy, Product Marketing, Online Marketing, Vendor Management, Marketing Management, Team Building, Email Marketing, Advertising, Statements, Brand Management, Positioning, Corporate Communications, Budgets, Integration, Mutual Funds, Business Development, Wealth Management, Leadership, Management, Program Management, Cross-functional Team..., Mergers & Acquisitions, Analysis, Sales, Training
Education
University of Kansas
BA in Journalism, Advertising Major
Silicon Valley Bank May 2015 - Present
Charles Schwab October 2014 - Present
Lynn Morgan Marketing LLC May 2005 - Present
clearXchange May 2014 - September 2014
Wells Fargo January 2014 - April 2014
Charles Schwab July 2013 - January 2014
Charles Schwab November 2012 - June 2013
Charles Schwab Bank October 2011 - February 2012
Charles Schwab March 2011 - October 2011
Wells Fargo March 2010 - February 2011
Skills
Financial Services, Marketing, Project Management, Integrated Marketing, Marketing Strategy, Online Community..., Market Planning, Client Experience, Direct Marketing, Product Management, Marketing Communications, Strategic Planning, Competitive Analysis, Business Strategy, Product Marketing, Online Marketing, Vendor Management, Marketing Management, Team Building, Email Marketing, Advertising, Statements, Brand Management, Positioning, Corporate Communications, Budgets, Integration, Mutual Funds, Business Development, Wealth Management, Leadership, Management, Program Management, Cross-functional Team..., Mergers & Acquisitions, Analysis, Sales, Training
Education
University of Kansas
BA in Journalism, Advertising Major
Jason Flower Jason Flower's Charles Schwab Bank Experience January 2015 - Present
Job Senior Manager, Reporting & Integration Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank January 2015 - Present
Charles Schwab Bank July 2012 - January 2015
Charles Schwab September 2007 - July 2012
Education
Colorado State University 2001 — 2005
Economics
Charles Schwab Bank January 2015 - Present
Charles Schwab Bank July 2012 - January 2015
Charles Schwab September 2007 - July 2012
Education
Colorado State University 2001 — 2005
Economics
Rich Kenny Rich Kenny's Charles Schwab Bank Experience April 2002 - October 2010
Job at Retired Financial Professional
Industry Banking
Experience
Charles Schwab Bank April 2002 - October 2010
Charles Schwab Tokio Marine Brokerage October 2000 - April 2002
Citibank December 1995 - April 2000
Citibank, Illinois 1983 - 1995
Skills
Relationship Management, Banking, Strategic Planning, Credit, Customer Service, Retail Banking, Commercial Banking, Mortgage Lending, Core Banking, Loans, Financial Services, Sales, Leadership, Program Management, Strategy, Team Building, Business Strategy, Consumer Lending, Credit Cards, Series 7, Risk Management, Investments, Financial Analysis
Education
Northwestern University
BS, Business - Marketing
The University of Chicago
MBA, Finance
Charles Schwab Bank April 2002 - October 2010
Charles Schwab Tokio Marine Brokerage October 2000 - April 2002
Citibank December 1995 - April 2000
Citibank, Illinois 1983 - 1995
Skills
Relationship Management, Banking, Strategic Planning, Credit, Customer Service, Retail Banking, Commercial Banking, Mortgage Lending, Core Banking, Loans, Financial Services, Sales, Leadership, Program Management, Strategy, Team Building, Business Strategy, Consumer Lending, Credit Cards, Series 7, Risk Management, Investments, Financial Analysis
Education
Northwestern University
BS, Business - Marketing
The University of Chicago
MBA, Finance
Mark Hoffmann Mark Hoffmann's Charles Schwab Bank Experience September 2009 - June 2012
Job Vice President, Wealth Lending Officer at BB&T
Industry Banking
Experience
BB&T May 2014 - Present
Sterne Agee Home Loans Today October 2012 - May 2014
Charles Schwab Bank September 2009 - June 2012
SunTrust Bank March 2003 - August 2009
Hewitt Associates February 1997 - February 2003
Skills
Loans, Mortgage Lending, Credit, Banking, Cross Selling, Underwriting, FHA financing, Appraisals, Branch Banking, Investment Banking, Private Banking, Commercial Banking, Customer Satisfaction, Relationship Management, Pipeline Management, Building Relationships, Vendor Relationships, Financial Services, Mortgage Banking, Loan Origination, Commercial Lending, Credit Analysis, Residential Mortgages
Education
Benedictine University
Eastern Illinois University
B.A.
BB&T May 2014 - Present
Sterne Agee Home Loans Today October 2012 - May 2014
Charles Schwab Bank September 2009 - June 2012
SunTrust Bank March 2003 - August 2009
Hewitt Associates February 1997 - February 2003
Skills
Loans, Mortgage Lending, Credit, Banking, Cross Selling, Underwriting, FHA financing, Appraisals, Branch Banking, Investment Banking, Private Banking, Commercial Banking, Customer Satisfaction, Relationship Management, Pipeline Management, Building Relationships, Vendor Relationships, Financial Services, Mortgage Banking, Loan Origination, Commercial Lending, Credit Analysis, Residential Mortgages
Education
Benedictine University
Eastern Illinois University
B.A.
Tim Grady's Charles Schwab Bank Experience January 2011 - Present
Job Regional Banking Manager
Industry Banking
Experience
Charles Schwab Bank January 2011 - Present
GMAC Mortgage July 2010 - December 2010
Wallick & Volk October 2009 - June 2010
National City Mortgage January 2005 - August 2009
Skills
Mortgage Banking, Mortgage Lending, Banking, Residential Mortgages, Finance, Credit, Loan Origination, Refinance, FHA, VA loans, Training, Loans, Relationship Management, Credit Analysis, Risk Management, Sales Management, Strategic Financial..., Credit Risk, Cross Selling, Underwriting, Investments, Negotiation, Team Building
Education
Arizona State University 1980 — 1984
BS, Business Administration
Charles Schwab Bank January 2011 - Present
GMAC Mortgage July 2010 - December 2010
Wallick & Volk October 2009 - June 2010
National City Mortgage January 2005 - August 2009
Skills
Mortgage Banking, Mortgage Lending, Banking, Residential Mortgages, Finance, Credit, Loan Origination, Refinance, FHA, VA loans, Training, Loans, Relationship Management, Credit Analysis, Risk Management, Sales Management, Strategic Financial..., Credit Risk, Cross Selling, Underwriting, Investments, Negotiation, Team Building
Education
Arizona State University 1980 — 1984
BS, Business Administration
Thomas Knobloch's Charles Schwab Bank Experience July 2004 - March 2005
Job Senior Global Consumer Marketing Professional
Industry Financial Services
Experience
Citi July 2012 - June 2013
International Game Technology (IGT) July 2010 - March 2011
MasterCard Advisors October 2005 - December 2009
Charles Schwab Bank July 2004 - March 2005
JP Morgan Chase May 2001 - July 2004
Citi February 1999 - May 2001
Citi March 1995 - February 1999
Citi February 1992 - March 1995
Metro America Inc. 1989 - 1991
Metro America Inc. 1989 - 1991
Skills
Strategic Planning, Global Branding, Multilingual, Partnership Management, Product Development, Strategic Partnerships, Segmentation, Matrix Management, Strategy Development, P&L Management, Customer Acquisition, Cross-functional Team..., International Business, Direct Marketing, B2B, Product Strategy, Market Research, Payments, Credit Cards, Strategy, Product Management, Financial Services, Partner Management, CRM, Start-ups, Management Consulting, Portfolio Management, Banking, Program Management, Multi-channel Marketing, Marketing Strategy, Business Strategy, Entrepreneurship, Management, Marketing, Mergers & Acquisitions
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Management
Georgetown University - The McDonough School of Business 1984 — 1988
Bachelor of Science in Business Administration, Finance
Citi July 2012 - June 2013
International Game Technology (IGT) July 2010 - March 2011
MasterCard Advisors October 2005 - December 2009
Charles Schwab Bank July 2004 - March 2005
JP Morgan Chase May 2001 - July 2004
Citi February 1999 - May 2001
Citi March 1995 - February 1999
Citi February 1992 - March 1995
Metro America Inc. 1989 - 1991
Metro America Inc. 1989 - 1991
Skills
Strategic Planning, Global Branding, Multilingual, Partnership Management, Product Development, Strategic Partnerships, Segmentation, Matrix Management, Strategy Development, P&L Management, Customer Acquisition, Cross-functional Team..., International Business, Direct Marketing, B2B, Product Strategy, Market Research, Payments, Credit Cards, Strategy, Product Management, Financial Services, Partner Management, CRM, Start-ups, Management Consulting, Portfolio Management, Banking, Program Management, Multi-channel Marketing, Marketing Strategy, Business Strategy, Entrepreneurship, Management, Marketing, Mergers & Acquisitions
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Management
Georgetown University - The McDonough School of Business 1984 — 1988
Bachelor of Science in Business Administration, Finance
Jonathan Freed, CFA Jonathan Freed, CFA's Charles Schwab Bank Experience April 2006 - May 2006
Job Vice President iShares Product Strategy at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
BlackRock April 2011 - October 2014
FTI Consulting October 2006 - February 2009
Comann & Montague July 2006 - October 2006
Charles Schwab Bank April 2006 - May 2006
Tiburon Strategic Advisors August 2005 - February 2006
Skills
Analysis, Strategy, Equities, Asset Management, Finance, Mergers & Acquisitions, Investments, Management, Management Consulting, Financial Modeling, Capital Markets, Valuation, Program Management, Fixed Income, Financial Analysis, Portfolio Management, ETFs, Data Analysis, Data Mining, Data Modeling
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance, Accounting
American Intercontinental University 2003 — 2003
NA, International Business
Redwood High School
BlackRock October 2014 - Present
BlackRock April 2011 - October 2014
FTI Consulting October 2006 - February 2009
Comann & Montague July 2006 - October 2006
Charles Schwab Bank April 2006 - May 2006
Tiburon Strategic Advisors August 2005 - February 2006
Skills
Analysis, Strategy, Equities, Asset Management, Finance, Mergers & Acquisitions, Investments, Management, Management Consulting, Financial Modeling, Capital Markets, Valuation, Program Management, Fixed Income, Financial Analysis, Portfolio Management, ETFs, Data Analysis, Data Mining, Data Modeling
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance, Accounting
American Intercontinental University 2003 — 2003
NA, International Business
Redwood High School
Mandy Barovick's Charles Schwab Bank Experience April 2008 - Present
Job Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank April 2008 - Present
Golden Gate Bank 2002 - 2006
Wells Fargo 1998 - 2002
Skills
Word, Customer Relations, Banking, Process Improvement, Loans, Sales Management, Team Building, Credit, New Business Development, Microsoft Word, Social Media, Customer Service, Financial Analysis, Sales, Microsoft Office, Mortgage Lending, Business Strategy, Commercial Banking, Retail Banking
Education
Diablo Valley College 1996 — 1996
Charles Schwab Bank April 2008 - Present
Golden Gate Bank 2002 - 2006
Wells Fargo 1998 - 2002
Skills
Word, Customer Relations, Banking, Process Improvement, Loans, Sales Management, Team Building, Credit, New Business Development, Microsoft Word, Social Media, Customer Service, Financial Analysis, Sales, Microsoft Office, Mortgage Lending, Business Strategy, Commercial Banking, Retail Banking
Education
Diablo Valley College 1996 — 1996
Jay Melby Jay Melby's Charles Schwab Bank Experience June 2013 - May 2015
Job Senior Technical Product Manager
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab Bank June 2013 - May 2015
Charles Schwab June 2011 - June 2013
Charles Schwab September 2007 - June 2011
Bank of America August 2006 - August 2007
Bank of America January 2005 - July 2006
Skills
JavaScript, HTML5, CSS3, Content Value Analysis, Knowledge Management, Product Management, Banking, Financial Services, Series 7, Series 63, Series 9/10, Securities, Retail Banking, Training, Mortgage Lending, Sales, Wealth Management, Bloomberg, Mutual Funds, Management, Investments, Project Management, Options, Leadership
Education
Hamilton High School 1999 — 2003
HS Diploma, General Studies
University of Phoenix
Charles Schwab June 2015 - Present
Charles Schwab Bank June 2013 - May 2015
Charles Schwab June 2011 - June 2013
Charles Schwab September 2007 - June 2011
Bank of America August 2006 - August 2007
Bank of America January 2005 - July 2006
Skills
JavaScript, HTML5, CSS3, Content Value Analysis, Knowledge Management, Product Management, Banking, Financial Services, Series 7, Series 63, Series 9/10, Securities, Retail Banking, Training, Mortgage Lending, Sales, Wealth Management, Bloomberg, Mutual Funds, Management, Investments, Project Management, Options, Leadership
Education
Hamilton High School 1999 — 2003
HS Diploma, General Studies
University of Phoenix
Clint Cady Clint Cady's Charles Schwab Bank Experience March 2012 - Present
Job Bank Risk at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank March 2012 - Present
Global Financial Review, Inc. October 2009 - March 2012
Allonhill March 2006 - October 2009
Clayton Fixed Income Services 2004 - March 2006
Skills
Loans, Securitization, Credit, Portfolio Management, Credit Risk, MBS, Credit Analysis, Due Diligence, Capital Markets, Risk Management, Financial Analysis, Underwriting, Financial Risk, Fixed Income, Mortgage Lending, Banking
Education
University of Nebraska-Lincoln
BSBA
Napier University 2000 — 2001
ISEP
Charles Schwab Bank March 2012 - Present
Global Financial Review, Inc. October 2009 - March 2012
Allonhill March 2006 - October 2009
Clayton Fixed Income Services 2004 - March 2006
Skills
Loans, Securitization, Credit, Portfolio Management, Credit Risk, MBS, Credit Analysis, Due Diligence, Capital Markets, Risk Management, Financial Analysis, Underwriting, Financial Risk, Fixed Income, Mortgage Lending, Banking
Education
University of Nebraska-Lincoln
BSBA
Napier University 2000 — 2001
ISEP
Francis Hazeldine Francis Hazeldine's Charles Schwab Bank Experience August 2009 - Present
Job Senior Trust Officer and Senior Team Manager at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank August 2009 - Present
Bank of America April 2006 - August 2009
Wilmington Trust September 2001 - April 2006
Skills
Trust Services, Wealth Management, Wealth Management..., Estate Planning, Trust Management, Asset Allocation, High Net Worth..., Asset Managment, Alternative Investments, Investments
Education
Cannon Trust School 2004 — 2007
CTFA, Trust and Estate Planning
University of Delaware 1996 — 2001
Bachelor of Science, AgriBusiness Management
St. Elizabeth's High School 1993 — 1996
Charles Schwab Bank August 2009 - Present
Bank of America April 2006 - August 2009
Wilmington Trust September 2001 - April 2006
Skills
Trust Services, Wealth Management, Wealth Management..., Estate Planning, Trust Management, Asset Allocation, High Net Worth..., Asset Managment, Alternative Investments, Investments
Education
Cannon Trust School 2004 — 2007
CTFA, Trust and Estate Planning
University of Delaware 1996 — 2001
Bachelor of Science, AgriBusiness Management
St. Elizabeth's High School 1993 — 1996
Eva Favila Eva Favila's Charles Schwab Bank Experience August 2009 - Present
Job VP, Regional Banking Mgr at Schwab Bank
Industry Banking
Experience
Charles Schwab Bank August 2009 - Present
World Savings October 1992 - October 2008
Education
California State University-Sacramento
B.S.
Charles Schwab Bank August 2009 - Present
World Savings October 1992 - October 2008
Education
California State University-Sacramento
B.S.
Randy Hatfield's Charles Schwab Bank Experience October 2009 - January 2010
Job Back to the start
Industry Insurance
Experience
State of Indiana December 2009 - Present
Charles Schwab Bank October 2009 - January 2010
Conseco Services, L.L.C. June 2000 - September 2008
Conseco 2006 - 2007
Education
Indiana University-Purdue University at Indianapolis 1993 — 1999
Associates, Journalism - Print Media and Public Relations
State of Indiana December 2009 - Present
Charles Schwab Bank October 2009 - January 2010
Conseco Services, L.L.C. June 2000 - September 2008
Conseco 2006 - 2007
Education
Indiana University-Purdue University at Indianapolis 1993 — 1999
Associates, Journalism - Print Media and Public Relations
April Runer April Runer's Charles Schwab Bank Experience November 2010 - May 2013
Job Business Analyst
Industry Banking
Experience
Charles Schwab June 2013 - Present
Charles Schwab Bank November 2010 - May 2013
RE/MAX, LLC October 2007 - July 2010
RE/MAX, LLC May 2007 - October 2007
Ent Federal Credit Union February 2006 - May 2007
Memorial Hospital January 2006 - May 2006
Dairy Queen May 2000 - February 2006
University of Colorado at Colorado Springs Athletic Training Department August 2002 - May 2005
Skills
Customer Service, Process Improvement, Project Management, Banking, Microsoft Excel, Microsoft Word, Business Analysis
Education
University of Colorado at Colorado Springs 2002 — 2006
Bachelor of Arts (B.A.), Organizational Communication
Charles Schwab June 2013 - Present
Charles Schwab Bank November 2010 - May 2013
RE/MAX, LLC October 2007 - July 2010
RE/MAX, LLC May 2007 - October 2007
Ent Federal Credit Union February 2006 - May 2007
Memorial Hospital January 2006 - May 2006
Dairy Queen May 2000 - February 2006
University of Colorado at Colorado Springs Athletic Training Department August 2002 - May 2005
Skills
Customer Service, Process Improvement, Project Management, Banking, Microsoft Excel, Microsoft Word, Business Analysis
Education
University of Colorado at Colorado Springs 2002 — 2006
Bachelor of Arts (B.A.), Organizational Communication
Eva Chadwick's Charles Schwab Bank Experience September 2011 - November 2012
Job Financial Services Executive
Industry Banking
Experience
Chadwick Financial Services November 2012 - Present
Professional Rodeo Cowboys Association April 2011 - Present
Habitat for Humanity Central Arizona July 2010 - Present
Charles Schwab Bank September 2011 - November 2012
Nordstrom Bank 2009 - 2011
Nordstrom Bank 2005 - 2009
Nordstrom Bank 2002 - 2005
Community First National Banks 1999 - 2002
Community First National Bank 1997 - 1999
Skills
Team Building, Retail, Strategic Planning, Vendor Management, Leadership Development, Banking, Leadership, Strategy, Management, Operations Management, Contract Negotiation, Financial Services, Project Management
Education
Kansas State University
Bachelor of Science, College of Agriculture
University of Southern Colorado
Continuing ED for Secondary Education in Science
Chadwick Financial Services November 2012 - Present
Professional Rodeo Cowboys Association April 2011 - Present
Habitat for Humanity Central Arizona July 2010 - Present
Charles Schwab Bank September 2011 - November 2012
Nordstrom Bank 2009 - 2011
Nordstrom Bank 2005 - 2009
Nordstrom Bank 2002 - 2005
Community First National Banks 1999 - 2002
Community First National Bank 1997 - 1999
Skills
Team Building, Retail, Strategic Planning, Vendor Management, Leadership Development, Banking, Leadership, Strategy, Management, Operations Management, Contract Negotiation, Financial Services, Project Management
Education
Kansas State University
Bachelor of Science, College of Agriculture
University of Southern Colorado
Continuing ED for Secondary Education in Science
Grace Ou's Charles Schwab Bank Experience August 2006 - November 2007
Job
Industry Nonprofit Organization Management
Experience
World Vision International September 2013 - Present
World Vision International November 2007 - September 2013
Charles Schwab Bank August 2006 - November 2007
Countrywide Home Loans / Bank of America September 2004 - August 2006
MJ Research October 2003 - April 2004
Harvard Magazine / Ivy League Magazine Network May 2003 - August 2003
Mervyns May 1998 - August 2002
Skills
Strategy, Market Research, E-commerce, Marketing, Advertising, Strategic Communications, Analysis, Business Strategy, Business Process, ITIL, Market Planning, Nonprofits, Program Management, Pricing, Project Management, Strategic Planning, Analytics
Education
Boston University Questrom School of Business 2002 — 2004
MS, Information Systems
Boston University Questrom School of Business 2002 — 2004
MBA, Marketing
University of California, Berkeley 1994 — 1998
B.A., Psychology
World Vision International September 2013 - Present
World Vision International November 2007 - September 2013
Charles Schwab Bank August 2006 - November 2007
Countrywide Home Loans / Bank of America September 2004 - August 2006
MJ Research October 2003 - April 2004
Harvard Magazine / Ivy League Magazine Network May 2003 - August 2003
Mervyns May 1998 - August 2002
Skills
Strategy, Market Research, E-commerce, Marketing, Advertising, Strategic Communications, Analysis, Business Strategy, Business Process, ITIL, Market Planning, Nonprofits, Program Management, Pricing, Project Management, Strategic Planning, Analytics
Education
Boston University Questrom School of Business 2002 — 2004
MS, Information Systems
Boston University Questrom School of Business 2002 — 2004
MBA, Marketing
University of California, Berkeley 1994 — 1998
B.A., Psychology
Noor Menai's Charles Schwab Bank Experience October 2006 - August 2007
Job CEO CTBC Bank USA; EVP North America CTBC Bank Taiwan
Industry Financial Services
Experience
CTBC Bank August 2010 - Present
Major Private Equity Firm - New York, USA June 2009 - September 2010
Fajr Capital September 2007 - May 2009
Charles Schwab Bank October 2006 - August 2007
Citibank, N.A. 1997 - September 2006
JPMorgan Chase 1990 - 1996
Skills
Branch Banking, Client Segmentation, Commercial Banking, Bank Management, Community Banking, Bank Operations, Small Business Lending, Commercial Lending, Consumer Lending, Internet Banking, Core Banking, Transactional Banking, Private Equity Firms, Turn Arounds, Banking, Segmentation, Financial Services, Private Equity, Investment Banking, Strategy, Emerging Markets, CRM, Business Strategy, Risk Management, Mergers & Acquisitions, Cash Management, Mutual Funds, Corporate Finance, Leadership, Retail Banking, Financial Institutions, Credit, Credit Risk, Investments, Trading, Portfolio Management, Capital Markets, Structured Finance, Trade Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1994
EDP, Seminar on Strategic Marketing
University of Rochester - William E. Simon Graduate School of Business Administration 1989 — 1990
MBA, Finance, Computers & Information Systems
University of Rochester 1986 — 1989
BA, Economics
CTBC Bank August 2010 - Present
Major Private Equity Firm - New York, USA June 2009 - September 2010
Fajr Capital September 2007 - May 2009
Charles Schwab Bank October 2006 - August 2007
Citibank, N.A. 1997 - September 2006
JPMorgan Chase 1990 - 1996
Skills
Branch Banking, Client Segmentation, Commercial Banking, Bank Management, Community Banking, Bank Operations, Small Business Lending, Commercial Lending, Consumer Lending, Internet Banking, Core Banking, Transactional Banking, Private Equity Firms, Turn Arounds, Banking, Segmentation, Financial Services, Private Equity, Investment Banking, Strategy, Emerging Markets, CRM, Business Strategy, Risk Management, Mergers & Acquisitions, Cash Management, Mutual Funds, Corporate Finance, Leadership, Retail Banking, Financial Institutions, Credit, Credit Risk, Investments, Trading, Portfolio Management, Capital Markets, Structured Finance, Trade Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1994
EDP, Seminar on Strategic Marketing
University of Rochester - William E. Simon Graduate School of Business Administration 1989 — 1990
MBA, Finance, Computers & Information Systems
University of Rochester 1986 — 1989
BA, Economics
Sandra VanderVelde's Charles Schwab Bank Experience 2002 - 2003
Job Program Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
US Bank May 2011 - October 2012
Lincoln Financial 2006 - 2007
Wells Fargo 2004 - 2006
Charles Schwab Bank 2002 - 2003
Sapient 2000 - 2001
Ernst & Young 1997 - 1999
Bankers Trust Australia 1995 - 1997
American Management Systems (AMS) 1990 - 1995
Skills
Program Management, Strategy, CRM, Management, Business Process, Team Management, Vendor Management, SDLC, Business Analysis, Software Project..., Project Portfolio..., Risk Management, Process Improvement, PMO, Financial Services, Banking, Change Management, IT Strategy, Requirements Analysis, Project Management, Leadership, Enterprise Software
Education
San Diego State University-California State University
BS
Wells Fargo December 2012 - Present
US Bank May 2011 - October 2012
Lincoln Financial 2006 - 2007
Wells Fargo 2004 - 2006
Charles Schwab Bank 2002 - 2003
Sapient 2000 - 2001
Ernst & Young 1997 - 1999
Bankers Trust Australia 1995 - 1997
American Management Systems (AMS) 1990 - 1995
Skills
Program Management, Strategy, CRM, Management, Business Process, Team Management, Vendor Management, SDLC, Business Analysis, Software Project..., Project Portfolio..., Risk Management, Process Improvement, PMO, Financial Services, Banking, Change Management, IT Strategy, Requirements Analysis, Project Management, Leadership, Enterprise Software
Education
San Diego State University-California State University
BS
Ron Felder's Charles Schwab Bank Experience 2005 - 2009
Job EVP, CLO at Redwood Credit Union
Industry Banking
Experience
Redwood Credit Union June 2013 - Present
Patelco Credit Union October 2009 - May 2013
Charles Schwab Bank 2005 - 2009
Providian Financial 1996 - 2005
California Higher Education Loan Authority 1990 - 1996
Skills
Marketing Analytics, Credit, Credit Cards, Segmentation, Credit Risk, Financial Services, Process Improvement, Banking, Risk Management, Relationship Management, Analytics, Financial Analysis, Consumer Lending, Loans, Mortgage Lending, Loan Origination, Credit Analysis, Retail Banking, Mortgage Banking, Commercial Lending, Commercial Banking, Financial Risk, Credit Unions, Underwriting
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration - Finance Concentration
Redwood Credit Union June 2013 - Present
Patelco Credit Union October 2009 - May 2013
Charles Schwab Bank 2005 - 2009
Providian Financial 1996 - 2005
California Higher Education Loan Authority 1990 - 1996
Skills
Marketing Analytics, Credit, Credit Cards, Segmentation, Credit Risk, Financial Services, Process Improvement, Banking, Risk Management, Relationship Management, Analytics, Financial Analysis, Consumer Lending, Loans, Mortgage Lending, Loan Origination, Credit Analysis, Retail Banking, Mortgage Banking, Commercial Lending, Commercial Banking, Financial Risk, Credit Unions, Underwriting
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration - Finance Concentration
Randy Weinberg's Charles Schwab Bank Experience January 2004 - October 2005
Job Director of Loan Product Management at Associated Bank
Industry Banking
Experience
Associated Bank 2009 - Present
LaSalle Bank November 2005 - February 2009
Charles Schwab Bank January 2004 - October 2005
Fifth Third Bank October 2001 - August 2003
Arthur Andersen April 1999 - October 2001
Citibank 1986 - 1999
Skills
Product Management, Banking, Loans, Credit, Management, Strategic Planning, Process Improvement, Financial Services, Leadership, Retail Banking, Strategy, Advertising, Coaching, Marketing, Business Development, Portfolio Management
Education
Northern Illinois University
Bachelor of Science (B.S.), Marketing
Associated Bank 2009 - Present
LaSalle Bank November 2005 - February 2009
Charles Schwab Bank January 2004 - October 2005
Fifth Third Bank October 2001 - August 2003
Arthur Andersen April 1999 - October 2001
Citibank 1986 - 1999
Skills
Product Management, Banking, Loans, Credit, Management, Strategic Planning, Process Improvement, Financial Services, Leadership, Retail Banking, Strategy, Advertising, Coaching, Marketing, Business Development, Portfolio Management
Education
Northern Illinois University
Bachelor of Science (B.S.), Marketing
Brian Barnhart's Charles Schwab Bank Experience September 2000 - 2011
Job Senior Systems Manager at FIS
Industry Financial Services
Experience
FIS March 2015 - Present
Big Boy Real Estate 2012 - February 2015
Brian Barnhart Inc. 2011 - February 2015
Charles Schwab Bank September 2000 - 2011
Wells Fargo Bank 1994 - 2000
Eire Direct Marketing LLC 1992 - 1994
Valley National Bank of Arizona (now JPMorgan Chase) 1991 - 1992
First Card (now JPMorgan Chase) 1989 - 1991
Huntington National Bank 1987 - 1989
Bank One, Columbus NA (now JPMorgan Chase) 1978 - 1987
Skills
Strategy, Project Management, Leadership, Credit Cards, Management, Banking, Credit, Loans, Relationship Management, Financial Services, Process Improvement, Risk Management, Financial Analysis, Business Process, Sales, Marketing, Commercial Banking
Education
The Ohio State University 1977 — 1981
Bachelor of Arts, Political Science & German Literature
FIS March 2015 - Present
Big Boy Real Estate 2012 - February 2015
Brian Barnhart Inc. 2011 - February 2015
Charles Schwab Bank September 2000 - 2011
Wells Fargo Bank 1994 - 2000
Eire Direct Marketing LLC 1992 - 1994
Valley National Bank of Arizona (now JPMorgan Chase) 1991 - 1992
First Card (now JPMorgan Chase) 1989 - 1991
Huntington National Bank 1987 - 1989
Bank One, Columbus NA (now JPMorgan Chase) 1978 - 1987
Skills
Strategy, Project Management, Leadership, Credit Cards, Management, Banking, Credit, Loans, Relationship Management, Financial Services, Process Improvement, Risk Management, Financial Analysis, Business Process, Sales, Marketing, Commercial Banking
Education
The Ohio State University 1977 — 1981
Bachelor of Arts, Political Science & German Literature
Al Iftiger's Charles Schwab Bank Experience January 2003 - January 2006
Job SVP Mortgage Group Operations
Industry Banking
Experience
Bank of America January 2006 - Present
Charles Schwab Bank January 2003 - January 2006
Indymac Bank April 2001 - January 2003
Washington Mutual April 1996 - March 2001
First Interstate Bank 1994 - 1996
Skills
Mortgage, Credit, Loss Mitigation, Banking, Mortgage Lending, Default Servicing, Sales Management, Loan Origination, Mortgage Banking, Credit Risk, Credit Analysis, Consumer Lending, Mortgage Servicing, Retail Banking, Residential Mortgages, Finance, Loans
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California
BA, Economics
Bank of America January 2006 - Present
Charles Schwab Bank January 2003 - January 2006
Indymac Bank April 2001 - January 2003
Washington Mutual April 1996 - March 2001
First Interstate Bank 1994 - 1996
Skills
Mortgage, Credit, Loss Mitigation, Banking, Mortgage Lending, Default Servicing, Sales Management, Loan Origination, Mortgage Banking, Credit Risk, Credit Analysis, Consumer Lending, Mortgage Servicing, Retail Banking, Residential Mortgages, Finance, Loans
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California
BA, Economics
Vlad Brichkov's Charles Schwab Bank Experience January 2006 - July 2006
Job SQA at MyVest
Industry Information Technology and Services
Experience
MyVest December 2009 - Present
Thomson Reuters February 2008 - December 2009
Quantitative Medical Systems November 2007 - February 2008
Pure Digital technology January 2007 - November 2007
ALC Investment Group, San Francisco, CA July 2006 - January 2007
Charles Schwab Bank January 2006 - July 2006
MILA, Mountlake Terrace, WA April 2005 - January 2006
E*TRADE Financial February 2003 - April 2005
Visa December 2002 - February 2003
Wells Fargo April 2002 - November 2002
Skills
Software Quality..., Test Planning, Test Automation, JIRA, Testing, Quality Center, Manual Testing, Regression Testing, User Acceptance Testing, Integration Testing, SDLC, Enterprise Software, Agile Methodologies, Test Cases, Quality Assurance, Bug Tracking, Test Management, Test Strategy, Web Applications, Databases, LoadRunner, Integration, Software Project..., XML, Scrum, Black Box Testing, Perl, Java, C#, QTP, Business Requirements, Shell Scripting, Oracle, Usability Testing, Defect Tracking, Functional Testing, Selenium, System Testing, Waterfall, Performance Testing, Agile Testing, Agile Project Management, System Integration..., Bugzilla, Java Enterprise Edition, Automation, CMMI, JUnit, Unix, SoapUI
Education
University of California, Santa Cruz 2001 — 2001
Basic UNIX Course, Basic UNIX Course
Darwin Partners, San Francisco, CA 2000 — 2000
Advanced Silk Test Course
CIME Software Labs Educational Center, San Francisco, CA 1998 — 1998
Advanced JAVA Software Quality Assurance Engineering
Computer Educational Center, Daly City, CA 1997 — 1997
SQA Engineer, Advanced Quality Assurance Engineering
City College of San Francisco 1996 — 1996
Computer and Information System Courses
Dnipropetrovs'kij Nacional'nij Universitet 1989 — 1993
MS, Finance Management
MyVest December 2009 - Present
Thomson Reuters February 2008 - December 2009
Quantitative Medical Systems November 2007 - February 2008
Pure Digital technology January 2007 - November 2007
ALC Investment Group, San Francisco, CA July 2006 - January 2007
Charles Schwab Bank January 2006 - July 2006
MILA, Mountlake Terrace, WA April 2005 - January 2006
E*TRADE Financial February 2003 - April 2005
Visa December 2002 - February 2003
Wells Fargo April 2002 - November 2002
Skills
Software Quality..., Test Planning, Test Automation, JIRA, Testing, Quality Center, Manual Testing, Regression Testing, User Acceptance Testing, Integration Testing, SDLC, Enterprise Software, Agile Methodologies, Test Cases, Quality Assurance, Bug Tracking, Test Management, Test Strategy, Web Applications, Databases, LoadRunner, Integration, Software Project..., XML, Scrum, Black Box Testing, Perl, Java, C#, QTP, Business Requirements, Shell Scripting, Oracle, Usability Testing, Defect Tracking, Functional Testing, Selenium, System Testing, Waterfall, Performance Testing, Agile Testing, Agile Project Management, System Integration..., Bugzilla, Java Enterprise Edition, Automation, CMMI, JUnit, Unix, SoapUI
Education
University of California, Santa Cruz 2001 — 2001
Basic UNIX Course, Basic UNIX Course
Darwin Partners, San Francisco, CA 2000 — 2000
Advanced Silk Test Course
CIME Software Labs Educational Center, San Francisco, CA 1998 — 1998
Advanced JAVA Software Quality Assurance Engineering
Computer Educational Center, Daly City, CA 1997 — 1997
SQA Engineer, Advanced Quality Assurance Engineering
City College of San Francisco 1996 — 1996
Computer and Information System Courses
Dnipropetrovs'kij Nacional'nij Universitet 1989 — 1993
MS, Finance Management
Kevin Dallahan's Charles Schwab Bank Experience May 2006 - Present
Job VP Banking & Credit Specialist at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank May 2006 - Present
Education
Saint Joseph's University 1993 — 1997
BS; MS, Management; International Marketing
St. Joseph's Prep
Charles Schwab Bank May 2006 - Present
Education
Saint Joseph's University 1993 — 1997
BS; MS, Management; International Marketing
St. Joseph's Prep
Jeff Canning's Charles Schwab Bank Experience August 2008 - January 2009
Job Lead Systems Analyst at Visa
Industry Information Technology and Services
Experience
Visa June 2013 - Present
TEKsystems January 2013 - June 2013
Aurora Bank FSB March 2009 - January 2013
Charles Schwab Bank August 2008 - January 2009
FICO September 2007 - August 2008
IBM Global Services January 1996 - January 2007
Skills
Business Analysis, Use Case Analysis, SDLC, SQL, Requirements Analysis, UML, Requirements Management, Business Requirements, Data Analysis, XML, RUP Methodologies, Iterative Design, Integration, MS Project, Enterprise Architecture, Testing, Software Documentation, Business Process..., Software Development, Quality Assurance, Business Process, JIRA
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Management Information Systems, magna cum laude
Visa June 2013 - Present
TEKsystems January 2013 - June 2013
Aurora Bank FSB March 2009 - January 2013
Charles Schwab Bank August 2008 - January 2009
FICO September 2007 - August 2008
IBM Global Services January 1996 - January 2007
Skills
Business Analysis, Use Case Analysis, SDLC, SQL, Requirements Analysis, UML, Requirements Management, Business Requirements, Data Analysis, XML, RUP Methodologies, Iterative Design, Integration, MS Project, Enterprise Architecture, Testing, Software Documentation, Business Process..., Software Development, Quality Assurance, Business Process, JIRA
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Management Information Systems, magna cum laude
Deborah Gloates's Charles Schwab Bank Experience 2004 - 2005
Job Business Leader, Loyalty Innovation Marketing at Visa
Industry Marketing and Advertising
Experience
Wells Fargo 2014 - 2015
Wells Fargo 2014 - 2015
Visa 2009 - January 2014
Wells Fargo 2014 - 2014
Visa 2005 - 2009
Charles Schwab Bank 2004 - 2005
Providian 2004 - 2005
Charles Schwab 1999 - 2002
Skills
Product Management, Digital Marketing, Marketing Strategy, Marketing Communications, Mobile Marketing, Mobile Communications, Mobile Payments, Mobile Applications, Creative Direction, Integrated Marketing, Strategy, Project Management, Segmentation, Business Development, Mobile Devices, Online Marketing, B2B, Product Development, Email Marketing, Market Research, Marketing
Education
Golden Gate University
MBA, Marketing
Penn State University
Wells Fargo 2014 - 2015
Wells Fargo 2014 - 2015
Visa 2009 - January 2014
Wells Fargo 2014 - 2014
Visa 2005 - 2009
Charles Schwab Bank 2004 - 2005
Providian 2004 - 2005
Charles Schwab 1999 - 2002
Skills
Product Management, Digital Marketing, Marketing Strategy, Marketing Communications, Mobile Marketing, Mobile Communications, Mobile Payments, Mobile Applications, Creative Direction, Integrated Marketing, Strategy, Project Management, Segmentation, Business Development, Mobile Devices, Online Marketing, B2B, Product Development, Email Marketing, Market Research, Marketing
Education
Golden Gate University
MBA, Marketing
Penn State University
Mark Peters's Charles Schwab Bank Experience September 2011 - February 2013
Job Vice President Project Management Office at Patelco Credit Union
Industry Financial Services
Experience
Patelco Credit Union February 2013 - Present
Charles Schwab Bank September 2011 - February 2013
Bank of America August 2010 - September 2011
Wells Fargo May 2009 - August 2010
FirstPlace / Wachovia Bank October 2008 - December 2008
Wachovia Bank March 1999 - October 2008
Onyx Acceptance 1998 - 1999
WFS Financial 1996 - 1998
Union Federal Bank 1993 - 1996
Skills
Leadership Development, Leadership, Process Improvement, Program Management, Risk Management, Management, Change Management, Strategy, Strategic Planning, Training, Team Leadership, Mortgage Lending, Banking, Account Management, Financial Services, Loans, Project Management, Budgets, Credit, Business Planning, Coaching, Committed to..., Business Analysis, Portfolio Management, Analysis, Relationship Management
Education
CHS
Purdue University
Bachelor of Arts (BA), Biological Sciences
Patelco Credit Union February 2013 - Present
Charles Schwab Bank September 2011 - February 2013
Bank of America August 2010 - September 2011
Wells Fargo May 2009 - August 2010
FirstPlace / Wachovia Bank October 2008 - December 2008
Wachovia Bank March 1999 - October 2008
Onyx Acceptance 1998 - 1999
WFS Financial 1996 - 1998
Union Federal Bank 1993 - 1996
Skills
Leadership Development, Leadership, Process Improvement, Program Management, Risk Management, Management, Change Management, Strategy, Strategic Planning, Training, Team Leadership, Mortgage Lending, Banking, Account Management, Financial Services, Loans, Project Management, Budgets, Credit, Business Planning, Coaching, Committed to..., Business Analysis, Portfolio Management, Analysis, Relationship Management
Education
CHS
Purdue University
Bachelor of Arts (BA), Biological Sciences
Alexis Echo's Charles Schwab Bank Experience June 2007 - October 2008
Job Senior Financial Analyst at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Charles Schwab October 2008 - September 2011
Charles Schwab Bank June 2007 - October 2008
Skills
Visio, Marketing, Customer Service, Finance, Business Analysis, Project Management, Sales, Access, Management, Microsoft Excel
Education
University of Nevada-Reno 2002 — 2008
Bachelor of Science, Finance Major, Accounting Minor
FINRA/NASD
Series 7 License
FINRA/NASD
Series 63 License
Charles Schwab September 2011 - Present
Charles Schwab October 2008 - September 2011
Charles Schwab Bank June 2007 - October 2008
Skills
Visio, Marketing, Customer Service, Finance, Business Analysis, Project Management, Sales, Access, Management, Microsoft Excel
Education
University of Nevada-Reno 2002 — 2008
Bachelor of Science, Finance Major, Accounting Minor
FINRA/NASD
Series 7 License
FINRA/NASD
Series 63 License
Douglas Findling's Charles Schwab Bank Experience October 2001 - June 2010
Job EVP & Chief Compliance Officer at Flagstar Bank
Industry Banking
Experience
Flagstar Bank April 2014 - Present
Citi July 2012 - April 2014
Bank of Manhattan July 2010 - July 2012
Charles Schwab Bank October 2001 - June 2010
City National Bank of Florida June 1998 - September 2001
Korea Exchange Bank December 1996 - May 1998
Jefferson Bank of Florida January 1994 - December 1996
Bank of America June 1991 - April 1993
Seattle First National Bank October 1990 - June 1991
Citibank - Arizona April 1990 - October 1990
Skills
Compliance Management, Risk Management, AML, Bank Secrecy Act, OFAC, Financial Risk, Credit, Financial Services, Mortgage Lending, Banking, HMDA, Finance, Corporate Governance, RESPA, Privacy Law, Regulations, USA PATRIOT Act, Fairs, FCRA, Loans, FDCPA, TILA, Anti Money Laundering
Education
Michigan State University
Flagstar Bank April 2014 - Present
Citi July 2012 - April 2014
Bank of Manhattan July 2010 - July 2012
Charles Schwab Bank October 2001 - June 2010
City National Bank of Florida June 1998 - September 2001
Korea Exchange Bank December 1996 - May 1998
Jefferson Bank of Florida January 1994 - December 1996
Bank of America June 1991 - April 1993
Seattle First National Bank October 1990 - June 1991
Citibank - Arizona April 1990 - October 1990
Skills
Compliance Management, Risk Management, AML, Bank Secrecy Act, OFAC, Financial Risk, Credit, Financial Services, Mortgage Lending, Banking, HMDA, Finance, Corporate Governance, RESPA, Privacy Law, Regulations, USA PATRIOT Act, Fairs, FCRA, Loans, FDCPA, TILA, Anti Money Laundering
Education
Michigan State University
Richard Levine's Charles Schwab Bank Experience 2010 - Present
Job VP at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank 2010 - Present
Charles Schwab 2009 - 2010
Charles Schwab & Co. 2005 - 2009
Charles Schwab 2000 - 2005
eZula, Inc. 2000 - 2000
Levine & Associates 1998 - 1999
Nestle S.A. 1993 - 1997
Dole Food Company 1992 - 1993
Specialty Woods Intl., Inc. 1988 - 1991
Bank of America 1984 - 1986
Skills
Financial Services, Investments, Brand Management, Customer Experience, New Product..., Series 7, Series 24, Product Development, Product Management, Travel Planning, Consumer Products, Consumer Marketing, Consumer Packaged Goods..., Strategic Partnerships, Strategic Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Finance & Strategy
University of Southern California
Bachelor's degree, Sociology
Charles Schwab Bank 2010 - Present
Charles Schwab 2009 - 2010
Charles Schwab & Co. 2005 - 2009
Charles Schwab 2000 - 2005
eZula, Inc. 2000 - 2000
Levine & Associates 1998 - 1999
Nestle S.A. 1993 - 1997
Dole Food Company 1992 - 1993
Specialty Woods Intl., Inc. 1988 - 1991
Bank of America 1984 - 1986
Skills
Financial Services, Investments, Brand Management, Customer Experience, New Product..., Series 7, Series 24, Product Development, Product Management, Travel Planning, Consumer Products, Consumer Marketing, Consumer Packaged Goods..., Strategic Partnerships, Strategic Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Finance & Strategy
University of Southern California
Bachelor's degree, Sociology
Christopher Llorente's Charles Schwab Bank Experience 2005 - 2012
Job Program Manager, Bay Area Community Services
Industry Mental Health Care
Experience
Bay Area Community Services September 2013 - Present
Charles Schwab Bank 2005 - 2012
Charles Schwab 2003 - 2005
Charles Schwab 1999 - 2002
Skills
Banking, Business Analysis, Process Improvement, Product Management, Product Development, Operations Management, Project Management, Financial Analysis, Credit, Program Management, Leadership, Risk Management, Training, Financial Risk, Management, Public Speaking, Strategic Planning, Fraud, Vendor Management
Education
South Bay Regional Public Safety Training Consortium 2013 — 2013
Certificate, Firefighter Academy I
San Francisco Paramedics Association 2012 — 2012
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance)
University of California, San Diego 1995 — 1999
Bachelor's Degree, Sociology
Bay Area Community Services September 2013 - Present
Charles Schwab Bank 2005 - 2012
Charles Schwab 2003 - 2005
Charles Schwab 1999 - 2002
Skills
Banking, Business Analysis, Process Improvement, Product Management, Product Development, Operations Management, Project Management, Financial Analysis, Credit, Program Management, Leadership, Risk Management, Training, Financial Risk, Management, Public Speaking, Strategic Planning, Fraud, Vendor Management
Education
South Bay Regional Public Safety Training Consortium 2013 — 2013
Certificate, Firefighter Academy I
San Francisco Paramedics Association 2012 — 2012
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance)
University of California, San Diego 1995 — 1999
Bachelor's Degree, Sociology
Lisa Geschke's Charles Schwab Bank Experience April 2010 - Present
Job at Charles Schwab Bank
Industry Accounting
Experience
Charles Schwab Bank April 2010 - Present
Cunningham & Associates December 2005 - April 2010
Resources Global Professionals August 2002 - December 2005
Deloitte October 1996 - April 2002
Deloitte & Touche August 1992 - September 1996
Skills
Payroll, Recruiting, Budgets, Employee Benefits, Management, Administrative..., Office Management, Training, Time Management, Editing, Proposal Writing, Accounting, Financial Reporting, Financial Analysis, Interviews, Process Improvement, Due Diligence, Strategic Planning, New Hire Orientations, Customer Service, Social Networking, Team Building, Leadership, Financial Statements, Analysis, Auditing
Education
Baldwin Wallace University 1986 — 1990
BA, Business
Charles Schwab Bank April 2010 - Present
Cunningham & Associates December 2005 - April 2010
Resources Global Professionals August 2002 - December 2005
Deloitte October 1996 - April 2002
Deloitte & Touche August 1992 - September 1996
Skills
Payroll, Recruiting, Budgets, Employee Benefits, Management, Administrative..., Office Management, Training, Time Management, Editing, Proposal Writing, Accounting, Financial Reporting, Financial Analysis, Interviews, Process Improvement, Due Diligence, Strategic Planning, New Hire Orientations, Customer Service, Social Networking, Team Building, Leadership, Financial Statements, Analysis, Auditing
Education
Baldwin Wallace University 1986 — 1990
BA, Business
Christian Marsella's Charles Schwab Bank Experience September 2004 - May 2006
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
Louisa Chin's Charles Schwab Bank Experience June 2008 - November 2013
Job Marketing Director at CREDO Mobile
Industry Marketing and Advertising
Experience
CREDO Mobile November 2013 - Present
Charles Schwab Bank June 2008 - November 2013
Wachovia September 2000 - 2008
Skills
Project Management, Marketing Strategy, Strategic Planning, Marketing, Financial Services, Cross-functional Team..., Creative Direction, Leadership
Education
University of California, Santa Cruz 1991 — 1994
CREDO Mobile November 2013 - Present
Charles Schwab Bank June 2008 - November 2013
Wachovia September 2000 - 2008
Skills
Project Management, Marketing Strategy, Strategic Planning, Marketing, Financial Services, Cross-functional Team..., Creative Direction, Leadership
Education
University of California, Santa Cruz 1991 — 1994
Andy Krambs's Charles Schwab Bank Experience October 2006 - August 2009
Job Senior Trading Specialist at Charles Schwab
Industry Banking
Experience
Charles Schwab August 2009 - Present
Charles Schwab Bank October 2006 - August 2009
Education
Market Technicians Association 2014 — 2015
CMT designation, Technical Analysis, Financial Markets, Expected completion in 2015
College for Financial Planning 2013 — 2013
AAMS designation, Asset Management, Finance
John Brown University 1994 — 1999
Charles Schwab August 2009 - Present
Charles Schwab Bank October 2006 - August 2009
Education
Market Technicians Association 2014 — 2015
CMT designation, Technical Analysis, Financial Markets, Expected completion in 2015
College for Financial Planning 2013 — 2013
AAMS designation, Asset Management, Finance
John Brown University 1994 — 1999
Donna Nitto's Charles Schwab Bank Experience October 2000 - January 2009
Job Project Manager Life Cycle Management Infrastucture at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT August 2012 - Present
Kforce 2012 - 2013
PG&E October 2009 - November 2011
Charles Schwab Bank October 2000 - January 2009
Charles Schwab October 2000 - January 2004
Bank of America January 1996 - October 2000
Bank of America January 1985 - January 1996
Phoenix Baptist Hospital June 1979 - January 1985
Skills
JCL, COBOL, Fileaid, DB2, Visio, Operating Systems, ClearQuest, Visual Basic, SQL, REXX, Word, Web Applications, Project Coordination, Mainframe, MS Project, User Acceptance Testing, Unix, Release Management, Software Configuration..., Quality Assurance, Business Analysis, Remedy, Quality Center, Requirements Analysis, SQL Server, Databases, Testing, ITIL, Software Project..., Access, Windows, Websphere, Agile, RUP, Teradata, XML, HTML, Clarity, Documentation, ClearCase, Application Development
Education
Diablo Valley College
AA, Computer Science
Kaiser Permanente IT August 2012 - Present
Kforce 2012 - 2013
PG&E October 2009 - November 2011
Charles Schwab Bank October 2000 - January 2009
Charles Schwab October 2000 - January 2004
Bank of America January 1996 - October 2000
Bank of America January 1985 - January 1996
Phoenix Baptist Hospital June 1979 - January 1985
Skills
JCL, COBOL, Fileaid, DB2, Visio, Operating Systems, ClearQuest, Visual Basic, SQL, REXX, Word, Web Applications, Project Coordination, Mainframe, MS Project, User Acceptance Testing, Unix, Release Management, Software Configuration..., Quality Assurance, Business Analysis, Remedy, Quality Center, Requirements Analysis, SQL Server, Databases, Testing, ITIL, Software Project..., Access, Windows, Websphere, Agile, RUP, Teradata, XML, HTML, Clarity, Documentation, ClearCase, Application Development
Education
Diablo Valley College
AA, Computer Science
Gail Bernstein-Gold's Charles Schwab Bank Experience November 2010 - Present
Job Director, CRA at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank November 2010 - Present
Morgan Stanley June 2009 - July 2010
Merrill Lynch Community Development Company April 2007 - May 2009
Independence Community Bank August 2004 - July 2006
New York State Banking Department April 1996 - August 2004
Neighborhood Housing Services of NYC 1994 - 1996
South Bronx Overall Economic Development Corporation 1992 - 1994
Skills
Banking, Loans, Financial Services, Economic Development, Grants, Affordable Housing, Non-profits, Community Development, Philanthropy, Leadership, Management, Nonprofits, Policy, Strategic Planning
Education
Fordham University School of Law 1984 — 1987
JD, Law
University of Pennsylvania 1980 — 1984
BA, History
JFK High School 1977 — 1980
Charles Schwab Bank November 2010 - Present
Morgan Stanley June 2009 - July 2010
Merrill Lynch Community Development Company April 2007 - May 2009
Independence Community Bank August 2004 - July 2006
New York State Banking Department April 1996 - August 2004
Neighborhood Housing Services of NYC 1994 - 1996
South Bronx Overall Economic Development Corporation 1992 - 1994
Skills
Banking, Loans, Financial Services, Economic Development, Grants, Affordable Housing, Non-profits, Community Development, Philanthropy, Leadership, Management, Nonprofits, Policy, Strategic Planning
Education
Fordham University School of Law 1984 — 1987
JD, Law
University of Pennsylvania 1980 — 1984
BA, History
JFK High School 1977 — 1980
Cynthia Adams, PMP's Charles Schwab Bank Experience June 2007 - January 2011
Job Implementation Manager at Airbnb
Industry Information Technology and Services
Experience
Airbnb October 2014 - Present
Charles Schwab February 2014 - September 2014
Bank of the West September 2011 - February 2013
Charles Schwab 2007 - September 2012
Charles Schwab Bank June 2007 - January 2011
JP Morgan Chase 2003 - 2005
Skills
SDLC, Agile Methodologies, Vendor Management, Software Project..., Data Warehousing, Business Analysis, Unix, Requirements Analysis, Integration, Program Management, Process Improvement, SQL, Web Services, Oracle, Business Intelligence, XML, Visio, IT Strategy, Scrum, SOA, Cloud Computing, Data Center, PMO
Education
Denison University 1992 — 1996
BS, Computer Science
Airbnb October 2014 - Present
Charles Schwab February 2014 - September 2014
Bank of the West September 2011 - February 2013
Charles Schwab 2007 - September 2012
Charles Schwab Bank June 2007 - January 2011
JP Morgan Chase 2003 - 2005
Skills
SDLC, Agile Methodologies, Vendor Management, Software Project..., Data Warehousing, Business Analysis, Unix, Requirements Analysis, Integration, Program Management, Process Improvement, SQL, Web Services, Oracle, Business Intelligence, XML, Visio, IT Strategy, Scrum, SOA, Cloud Computing, Data Center, PMO
Education
Denison University 1992 — 1996
BS, Computer Science
Tyber Lesjack's Charles Schwab Bank Experience 2006 - September 2008
Job Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management May 2012 - Present
LOYAL3 September 2010 - May 2012
Natixis Global Associates September 2008 - August 2010
Charles Schwab Bank 2006 - September 2008
Charles Schwab 2003 - 2006
Charles Schwab January 2001 - January 2003
Charles Schwab January 1999 - January 2001
Charles Schwab January 1998 - January 1999
Charles Schwab & Co. Inc January 1997 - January 1998
Menendez Financial January 1996 - January 1997
Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration
Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics
Wells Capital Management May 2012 - Present
LOYAL3 September 2010 - May 2012
Natixis Global Associates September 2008 - August 2010
Charles Schwab Bank 2006 - September 2008
Charles Schwab 2003 - 2006
Charles Schwab January 2001 - January 2003
Charles Schwab January 1999 - January 2001
Charles Schwab January 1998 - January 1999
Charles Schwab & Co. Inc January 1997 - January 1998
Menendez Financial January 1996 - January 1997
Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration
Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics
Brett Burks's Charles Schwab Bank Experience August 2009 - February 2012
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2012 - Present
Charles Schwab Bank August 2009 - February 2012
Sports Authority March 2007 - August 2009
Skills
Mutual Funds, Loans, Series 7, Sales, Series 63, Microsoft Office, Mortgage Lending, Loan Origination, Retirement Planning, Wealth Management, Banking, Financial Analysis, Investments, Trading, 401k, Credit, Finance, Fixed Annuities, IRAs, Insurance, Life Insurance, Portfolio Management, Retirement, Risk Management, Strategic Financial..., Underwriting, Uniform Combined State..., Series 9/10, Adobe Dreamweaver CS6
Education
Colorado State University-Pueblo 2004 — 2008
bsba, management, finance, marketing, operations, economics
Charles Schwab February 2012 - Present
Charles Schwab Bank August 2009 - February 2012
Sports Authority March 2007 - August 2009
Skills
Mutual Funds, Loans, Series 7, Sales, Series 63, Microsoft Office, Mortgage Lending, Loan Origination, Retirement Planning, Wealth Management, Banking, Financial Analysis, Investments, Trading, 401k, Credit, Finance, Fixed Annuities, IRAs, Insurance, Life Insurance, Portfolio Management, Retirement, Risk Management, Strategic Financial..., Underwriting, Uniform Combined State..., Series 9/10, Adobe Dreamweaver CS6
Education
Colorado State University-Pueblo 2004 — 2008
bsba, management, finance, marketing, operations, economics
Francisco Gervacio's Charles Schwab Bank Experience March 2000 - March 2008
Job Banking Professional
Industry Banking
Experience
Charles Schwab Bank March 2000 - March 2008
The Bank of New York October 1997 - March 2000
Sumitomo Mitsui Banking Corporation May 1996 - October 1997
Bank of America August 1984 - April 1996
Education
Manuel L. Quezon University 1977 — 1981
Bachelor of Science, Psychology
Charles Schwab Bank March 2000 - March 2008
The Bank of New York October 1997 - March 2000
Sumitomo Mitsui Banking Corporation May 1996 - October 1997
Bank of America August 1984 - April 1996
Education
Manuel L. Quezon University 1977 — 1981
Bachelor of Science, Psychology
Randy Hatfield's Charles Schwab Bank Experience October 2009 - Present
Job Client Service Representative at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank October 2009 - Present
Conseco Worksite June 2000 - September 2008
Education
Indiana University-Purdue University at Indianapolis 1994 — 1999
Associates, Journalism
Charles Schwab Bank October 2009 - Present
Conseco Worksite June 2000 - September 2008
Education
Indiana University-Purdue University at Indianapolis 1994 — 1999
Associates, Journalism
Marie Hogan's Charles Schwab Bank Experience 2005 - 2008
Job Of Counsel at Joseph & Cohen
Industry Law Practice
Experience
Joseph & Cohen 2011 - Present
World Affairs Council of Northern California 1995 - 2011
Independent Contractor 2008 - 2010
State Bar of California 1975 - 2010
Charles Schwab Bank 2005 - 2008
World Savings 2002 - 2005
NextCard, Inc. 2001 - 2002
XXX 1900 - 2000
Bank of America Leasing 1984 - 1988
Bank of America 1975 - 1988
Skills
Risk Management, Banking, Litigation, Loans, Credit, Privacy Law, Legal Writing, Finance, Corporate Law, Mortgage Lending, Bankruptcy, Due Diligence, Arbitration, Legal Research
Education
University of California, Hastings College of the Law 1972 — 1975
J.D., Law
Georgetown University 1967 — 1971
B.S.F.S, Government, History, Economics
Joseph & Cohen 2011 - Present
World Affairs Council of Northern California 1995 - 2011
Independent Contractor 2008 - 2010
State Bar of California 1975 - 2010
Charles Schwab Bank 2005 - 2008
World Savings 2002 - 2005
NextCard, Inc. 2001 - 2002
XXX 1900 - 2000
Bank of America Leasing 1984 - 1988
Bank of America 1975 - 1988
Skills
Risk Management, Banking, Litigation, Loans, Credit, Privacy Law, Legal Writing, Finance, Corporate Law, Mortgage Lending, Bankruptcy, Due Diligence, Arbitration, Legal Research
Education
University of California, Hastings College of the Law 1972 — 1975
J.D., Law
Georgetown University 1967 — 1971
B.S.F.S, Government, History, Economics
Kelly Hearne's Charles Schwab Bank Experience June 2011 - Present
Job Senior Manager, Vendor Relationship Management
Industry Financial Services
Experience
Charles Schwab Bank June 2011 - Present
Charles Schwab July 1991 - May 2011
Skills
Management, Leadership, Banking, Business Analysis, Program Management, Process Improvement, Risk Management, Vendor Management, Financial Services, Project Management
Education
Sonoma State University 1985 — 1990
BA, Physical Education Teaching and Coaching
Charles Schwab Bank June 2011 - Present
Charles Schwab July 1991 - May 2011
Skills
Management, Leadership, Banking, Business Analysis, Program Management, Process Improvement, Risk Management, Vendor Management, Financial Services, Project Management
Education
Sonoma State University 1985 — 1990
BA, Physical Education Teaching and Coaching
Lyndie Taton's Charles Schwab Bank Experience February 2011 - Present
Job Operations Specialist, 5500 & 408b2 Fee Reporting/Invoicing at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank February 2011 - Present
FirstBank December 2009 - December 2010
Angel Laine Draperies, Inc. 1997 - 2005
Education
Metropolitan State University of Denver 2006 — 2009
Lakewood H.S.
Charles Schwab Bank February 2011 - Present
FirstBank December 2009 - December 2010
Angel Laine Draperies, Inc. 1997 - 2005
Education
Metropolitan State University of Denver 2006 — 2009
Lakewood H.S.
Don McEnerney's Charles Schwab Bank Experience Director - Mortgage OperationsCharles Schwab Bank2004 - Present
Job Director Mortgage Operations at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank Director - Mortgage OperationsCharles Schwab Bank2004 - Present
Education
Rensselaer Polytechnic Institute 1968 — 1972
BS Management, Business
Charles Schwab Bank Director - Mortgage OperationsCharles Schwab Bank2004 - Present
Education
Rensselaer Polytechnic Institute 1968 — 1972
BS Management, Business
Leslie Yi's Charles Schwab Bank Experience May 2010 - December 2012
Job VP, Regulatory Reporting at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Bank of the West January 2013 - July 2014
Charles Schwab Bank May 2010 - December 2012
Charles Schwab Bank October 2004 - May 2010
Charles Schwab March 2004 - October 2004
Charles Schwab October 2000 - March 2004
The Matsco Companies October 1998 - September 2000
Skills
Banking, Accounting, Finance, Financial Analysis, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Loans, GAAP, Account Reconciliation, Financial Accounting, Process Improvement, US GAAP, General Ledger, PeopleSoft, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Management, Financial Modeling
Education
University of California, Santa Barbara 1994 — 1998
B.A
Wells Fargo July 2014 - Present
Bank of the West January 2013 - July 2014
Charles Schwab Bank May 2010 - December 2012
Charles Schwab Bank October 2004 - May 2010
Charles Schwab March 2004 - October 2004
Charles Schwab October 2000 - March 2004
The Matsco Companies October 1998 - September 2000
Skills
Banking, Accounting, Finance, Financial Analysis, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Loans, GAAP, Account Reconciliation, Financial Accounting, Process Improvement, US GAAP, General Ledger, PeopleSoft, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Management, Financial Modeling
Education
University of California, Santa Barbara 1994 — 1998
B.A
Stephanie Ngai's Charles Schwab Bank Experience 2006 - 2009
Job Senior Financial Reporting Analyst at Federal Home Loan Bank of San Francisco
Industry Banking
Experience
Federal Home Loan Bank of San Francisco May 2010 - Present
East West Bank August 2009 - April 2010
Charles Schwab Bank 2006 - 2009
GMAC Commercial Mortgage 2001 - 2006
Skills
Accounting, PeopleSoft
Education
San Francisco State University 1996 — 1999
BS, Accounting
Federal Home Loan Bank of San Francisco May 2010 - Present
East West Bank August 2009 - April 2010
Charles Schwab Bank 2006 - 2009
GMAC Commercial Mortgage 2001 - 2006
Skills
Accounting, PeopleSoft
Education
San Francisco State University 1996 — 1999
BS, Accounting
Jeannene Wood's Charles Schwab Bank Experience February 2010 - November 2010
Job Office Manager at Remington Oaks Family Practice
Industry Financial Services
Experience
Remington Oaks Family Practice November 2013 - Present
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office April 2013 - August 2013
Williamson County Financial Stability Coalition December 2012 - May 2013
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office November 2011 - January 2013
Williamson County Financial Stability Coalition December 2011 - May 2012
Round Rock Accounting Forum June 2011 - November 2011
Williamson County Financial Stability Coalition January 2011 - April 2011
Charles Schwab Bank February 2010 - November 2010
Charles Schwab April 2007 - January 2010
The 401(k) Company April 2001 - April 2007
Skills
Accounting, Process Improvement, Internal Controls, ACH, Tax, General Ledger, Positive Pay, Account Reconciliation, QuickBooks, Auditing, Financial Analysis, Management, Program Management, Payroll, Nonprofits, Banking, Forecasting, Financial Statements, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor's, Accounting
Remington Oaks Family Practice November 2013 - Present
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office April 2013 - August 2013
Williamson County Financial Stability Coalition December 2012 - May 2013
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office November 2011 - January 2013
Williamson County Financial Stability Coalition December 2011 - May 2012
Round Rock Accounting Forum June 2011 - November 2011
Williamson County Financial Stability Coalition January 2011 - April 2011
Charles Schwab Bank February 2010 - November 2010
Charles Schwab April 2007 - January 2010
The 401(k) Company April 2001 - April 2007
Skills
Accounting, Process Improvement, Internal Controls, ACH, Tax, General Ledger, Positive Pay, Account Reconciliation, QuickBooks, Auditing, Financial Analysis, Management, Program Management, Payroll, Nonprofits, Banking, Forecasting, Financial Statements, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor's, Accounting
Sean Sanner's Charles Schwab Bank Experience January 2005 - July 2013
Job VP Fraud Analytics at Bank of the West
Industry Banking
Experience
Bank of the West July 2013 - Present
Charles Schwab Bank January 2005 - July 2013
Skills
Banking, Risk Management, Management, Process Improvement, Business Strategy, Strategic Planning
Education
California State University-Chico
Bachelor's degree, Political Science
Bank of the West July 2013 - Present
Charles Schwab Bank January 2005 - July 2013
Skills
Banking, Risk Management, Management, Process Improvement, Business Strategy, Strategic Planning
Education
California State University-Chico
Bachelor's degree, Political Science
Charles Tai's Charles Schwab Bank Experience April 2006 - November 2010
Job Internal Wholesaler
Industry Financial Services
Experience
Transamerica July 2014 - Present
Jones International University March 2011 - Present
Charles Schwab Bank April 2006 - November 2010
Skills
Banking, Loans, Investments, Due Diligence, Management, CRM, Strategic Planning, Budgets, Customer Service, Team Building, Sales Management, Social Networking, New Business Development, Social Media
Education
University of Northern Colorado 2000 — 2005
Bachelor of Arts (BA), History
Transamerica July 2014 - Present
Jones International University March 2011 - Present
Charles Schwab Bank April 2006 - November 2010
Skills
Banking, Loans, Investments, Due Diligence, Management, CRM, Strategic Planning, Budgets, Customer Service, Team Building, Sales Management, Social Networking, New Business Development, Social Media
Education
University of Northern Colorado 2000 — 2005
Bachelor of Arts (BA), History
Wendy Tong Perez's Charles Schwab Bank Experience October 2005 - January 2011
Job Financial Accounting Analyst at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company January 2013 - Present
UnitedHealth Group - OptumHealth October 2011 - January 2013
McKesson Corporation January 2011 - September 2011
Charles Schwab Bank October 2005 - January 2011
Charles Schwab May 2004 - October 2005
Charles Schwab April 2000 - May 2004
Indus International August 1998 - August 2000
Indus International July 1994 - July 1998
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, General Ledger, Accounting, Training, Internal Audit, Accounts Receivable, Forecasting, Internal Controls, Account Reconciliation
Education
San Francisco State University
B.S., Accounting & Management
Pacific Gas and Electric Company January 2013 - Present
UnitedHealth Group - OptumHealth October 2011 - January 2013
McKesson Corporation January 2011 - September 2011
Charles Schwab Bank October 2005 - January 2011
Charles Schwab May 2004 - October 2005
Charles Schwab April 2000 - May 2004
Indus International August 1998 - August 2000
Indus International July 1994 - July 1998
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, General Ledger, Accounting, Training, Internal Audit, Accounts Receivable, Forecasting, Internal Controls, Account Reconciliation
Education
San Francisco State University
B.S., Accounting & Management
Gary Dickinson's Charles Schwab Bank Experience 2006 - 2008
Job Office Manager at Lutheran Social Services of Northern California
Industry Nonprofit Organization Management
Experience
Lutheran Social Services of Northern California September 2008 - Present
Charles Schwab Bank 2006 - 2008
St. Gregory Nyssa Episcopal Church 2003 - 2006
Education
California State University-Hayward 1974 — 1980
Bachlor of Arts, Theatre
Lutheran Social Services of Northern California September 2008 - Present
Charles Schwab Bank 2006 - 2008
St. Gregory Nyssa Episcopal Church 2003 - 2006
Education
California State University-Hayward 1974 — 1980
Bachlor of Arts, Theatre
Sara Viscum, CBCP MBCI's Charles Schwab Bank Experience October 2012 - Present
Job Managing Director, Business Continuity & Third Party IT Oversight
Industry Financial Services
Experience
Charles Schwab Bank October 2012 - Present
Charles Schwab April 2006 - September 2012
Aon Corporation January 2004 - April 2006
Skills
People person with..., Experienced in BIA and..., Comfortable training..., Business Continuity, Financial Services, Disaster Recovery, Governance, Program Management, Business Continuity...
Education
Illinois State University 1989 — 1993
Bachelor's of Science, History
Charles Schwab Bank October 2012 - Present
Charles Schwab April 2006 - September 2012
Aon Corporation January 2004 - April 2006
Skills
People person with..., Experienced in BIA and..., Comfortable training..., Business Continuity, Financial Services, Disaster Recovery, Governance, Program Management, Business Continuity...
Education
Illinois State University 1989 — 1993
Bachelor's of Science, History