Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Anna C. Weyl, JD, CTFA Anna C. Weyl, JD, CTFA's Charles Schwab Experience June 2011 - April 2015
Job Vice President and Lead Trust Officer at First State Trust Company
Industry Financial Services
Experience
First State Trust Company April 2015 - Present
Charles Schwab June 2011 - April 2015
Citigroup Trust-Delaware, N.A. June 2007 - June 2011
Skills
Wealth Management, Estate Planning, Financial Modeling, Trust Services, Investments, Asset Managment, Banking, Strategic Financial..., Loans, Microsoft Excel, Customer Service, Asset Management, Financial Services, Securities, Financial Advisory, Wealth Management..., Finance, Financial Planning
Education
Villanova University 2014 — 2016
Master of Laws (LLM), Tax Law/Taxation
Widener University School of Law 2009 — 2012
JD, LAW
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
First State Trust Company April 2015 - Present
Charles Schwab June 2011 - April 2015
Citigroup Trust-Delaware, N.A. June 2007 - June 2011
Skills
Wealth Management, Estate Planning, Financial Modeling, Trust Services, Investments, Asset Managment, Banking, Strategic Financial..., Loans, Microsoft Excel, Customer Service, Asset Management, Financial Services, Securities, Financial Advisory, Wealth Management..., Finance, Financial Planning
Education
Villanova University 2014 — 2016
Master of Laws (LLM), Tax Law/Taxation
Widener University School of Law 2009 — 2012
JD, LAW
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Shawn O'Buckley's Charles Schwab Experience September 1999 - March 2001
Job O'Buckley Law Firm, P.C.
Industry Law Practice
Experience
O'Buckley Law Firm, P.C. November 2004 - Present
Great-West Life March 2001 - April 2002
Charles Schwab September 1999 - March 2001
Skills
Estate Planning, Civil Litigation, Tax Law, Tax, Criminal Law, Litigation, Real Estate, Investment Advisory, Commercial Litigation, Non-profits, Licensing, Contract Negotiation, IRS, Corporate Tax, Public Speaking, ERISA, Trusts, Start-ups, Strategic Planning, High Net Worth...
Education
University of Denver 2001 — 2003
LLM, Taxation
State University of New York at Buffalo - Law School 1995 — 1998
Juris Doctor, Law
State University of New York at Binghamton 1993 — 1995
MBA, Management
Saint Bonaventure University 1984 — 1988
BA, Social Sciene
O'Buckley Law Firm, P.C. November 2004 - Present
Great-West Life March 2001 - April 2002
Charles Schwab September 1999 - March 2001
Skills
Estate Planning, Civil Litigation, Tax Law, Tax, Criminal Law, Litigation, Real Estate, Investment Advisory, Commercial Litigation, Non-profits, Licensing, Contract Negotiation, IRS, Corporate Tax, Public Speaking, ERISA, Trusts, Start-ups, Strategic Planning, High Net Worth...
Education
University of Denver 2001 — 2003
LLM, Taxation
State University of New York at Buffalo - Law School 1995 — 1998
Juris Doctor, Law
State University of New York at Binghamton 1993 — 1995
MBA, Management
Saint Bonaventure University 1984 — 1988
BA, Social Sciene
Kevin A. Krestan, CFP Kevin A. Krestan, CFP's Charles Schwab Experience January 2012 - Present
Job Regional Fixed Income Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2012 - Present
Morgan Stanley 2009 - 2011
Harris Private Bank 2003 - 2009
Northern Trust Bank - Phoenix 2000 - 2003
William Blair & Co., LLC 1999 - 2000
Griffin, Kubik, Stephens & Thompson 1983 - 1999
Education
Arizona State University – School of Global Managment & Leadership 2007 — 2009
Master of Science, Applied Leadership and Management
College for Financial Planning 2002 — 2003
Master of Science, Financial Planning and Services
Biola University 1979 — 1983
Bachelor of Science, Business Administration
Charles Schwab January 2012 - Present
Morgan Stanley 2009 - 2011
Harris Private Bank 2003 - 2009
Northern Trust Bank - Phoenix 2000 - 2003
William Blair & Co., LLC 1999 - 2000
Griffin, Kubik, Stephens & Thompson 1983 - 1999
Education
Arizona State University – School of Global Managment & Leadership 2007 — 2009
Master of Science, Applied Leadership and Management
College for Financial Planning 2002 — 2003
Master of Science, Financial Planning and Services
Biola University 1979 — 1983
Bachelor of Science, Business Administration
Jeff Song's Charles Schwab Experience January 2012 - August 2012
Job Investor Finance at Lending Club
Industry Financial Services
Experience
Lending Club September 2014 - Present
Salus Capital Partners October 2013 - May 2014
Bank of America May 2013 - August 2013
Charles Schwab January 2012 - August 2012
Lord, Abbett & Co. LLC October 2007 - January 2012
State Street December 2006 - October 2007
State Street June 2006 - December 2006
Education
Boston College 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University 2002 — 2006
Bachelor of Arts
Lending Club September 2014 - Present
Salus Capital Partners October 2013 - May 2014
Bank of America May 2013 - August 2013
Charles Schwab January 2012 - August 2012
Lord, Abbett & Co. LLC October 2007 - January 2012
State Street December 2006 - October 2007
State Street June 2006 - December 2006
Education
Boston College 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University 2002 — 2006
Bachelor of Arts
Andreas Kloos Andreas Kloos's Charles Schwab Experience 2014 - 2015
Job Contract Manager at Genentech
Industry Legal Services
Experience
Genentech 2015 - Present
Charles Schwab 2014 - 2015
Gilead Sciences 2013 - 2014
Abbott 2013 - 2013
Autodesk 2012 - 2013
Millennium Pharmaceuticals 2009 - 2009
Deutsche Bank 2008 - 2008
Genentech 2005 - 2005
Education
Golden Gate University, School of Law 2014 — 2015
Master's Degree, LL.M.
Bond University 2009 — 2011
J.D., Law
Maastricht University 2005 — 2008
BSc, Economics
Genentech 2015 - Present
Charles Schwab 2014 - 2015
Gilead Sciences 2013 - 2014
Abbott 2013 - 2013
Autodesk 2012 - 2013
Millennium Pharmaceuticals 2009 - 2009
Deutsche Bank 2008 - 2008
Genentech 2005 - 2005
Education
Golden Gate University, School of Law 2014 — 2015
Master's Degree, LL.M.
Bond University 2009 — 2011
J.D., Law
Maastricht University 2005 — 2008
BSc, Economics
Odeh L.S.'s Charles Schwab Experience 2012 - 2014
Job Counsel at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. 2014 - Present
Charles Schwab 2012 - 2014
State Street 2005 - 2012
Fidelity Investments 2000 - 2005
Chase 1999 - 2000
Columbia Management 1997 - 1999
Skills
Securities Regulation, Investment Management, Mutual Funds, ETFs, ERISA, Corporate Law, Stable Value Funds, Financial Services, Board and Corporate..., Legal Compliance, Regulatory Affairs and..., Investment Advisers Act, Collective Investment...
Education
Harvard University
Boston University
Nigerian Law School
University of Ife
Invesco Ltd. 2014 - Present
Charles Schwab 2012 - 2014
State Street 2005 - 2012
Fidelity Investments 2000 - 2005
Chase 1999 - 2000
Columbia Management 1997 - 1999
Skills
Securities Regulation, Investment Management, Mutual Funds, ETFs, ERISA, Corporate Law, Stable Value Funds, Financial Services, Board and Corporate..., Legal Compliance, Regulatory Affairs and..., Investment Advisers Act, Collective Investment...
Education
Harvard University
Boston University
Nigerian Law School
University of Ife
Jared Snyder, AAMS®'s Charles Schwab Experience January 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab July 2013 - January 2015
Sears Authorized Hometown Stores, LLC January 2009 - January 2013
The Home Depot October 2011 - May 2012
Sears Authorized Hometown Stores, LLC January 2007 - January 2009
Skills
Sales, Outstanding..., Highly Organized &..., Flexible to Change, Result-Driven, Innovative, Learner, Committed/ Dependable, Competent Computer...
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.)
Bob Jones University 2010 — 2013
Bachelor of Science (BS), Business and Commercial Aviation
Charles Schwab January 2015 - Present
Charles Schwab July 2013 - January 2015
Sears Authorized Hometown Stores, LLC January 2009 - January 2013
The Home Depot October 2011 - May 2012
Sears Authorized Hometown Stores, LLC January 2007 - January 2009
Skills
Sales, Outstanding..., Highly Organized &..., Flexible to Change, Result-Driven, Innovative, Learner, Committed/ Dependable, Competent Computer...
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.)
Bob Jones University 2010 — 2013
Bachelor of Science (BS), Business and Commercial Aviation
Mary Kate (MK) Tengler Mary Kate (MK) Tengler's Charles Schwab Experience November 2013 - Present
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Vanguard January 2013 - November 2013
Skills
PowerPoint, Series 6, Series 63, Team Leadership, Series 7, Marketing, Mutual Funds, Customer Service, Event Planning, Financial Analysis, Hedge Funds, Microsoft Office, Microsoft Word, Research, Social Media, Social Networking, Public Speaking, Management, Investments, Leadership
Education
Biola University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
The Master's College
Charles Schwab November 2013 - Present
Vanguard January 2013 - November 2013
Skills
PowerPoint, Series 6, Series 63, Team Leadership, Series 7, Marketing, Mutual Funds, Customer Service, Event Planning, Financial Analysis, Hedge Funds, Microsoft Office, Microsoft Word, Research, Social Media, Social Networking, Public Speaking, Management, Investments, Leadership
Education
Biola University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
The Master's College
Bob Dourandish's Charles Schwab Experience October 1997 - January 2000
Job
Industry Computer Software
Experience
Quimba Software, Inc May 2002 - Present
Tradenable (Now part of Axway, FR:AXW) January 2001 - April 2002
Optivo February 2000 - January 2001
QuantumShift October 1997 - January 2000
Charles Schwab October 1997 - January 2000
Tessera Enterprise Systems April 1995 - October 1997
Agency Management Services (AMS) March 1994 - April 1995
OkiData (Division of Oki Japan) January 1992 - December 1993
Management Information Sciences February 1988 - January 1992
Expert-Ease Systems October 1985 - February 1988
Skills
Start-ups, Big Data, Mobile Applications, Cloud Computing, Databases, Testing, Technical Leadership, Mobile Devices, Analysis, Integration, Management, Product Development, SQL, Data Mining, Data Modeling, Team Building, Analytics, Forecasting, Web Services, SOA, Budgets, Security, Data Management, Public Speaking, Technology Research, Negotiation, Investors, Engineering, Vendor Relations, Contract Negotiation, Contract Negotiations, Coaching, Bootstrapping, Android Development, Blogging, Computer Science, Hadoop, Budgeting, Financial Analysis, P&L, Contract Management, Proposal Writing, Cost Accounting, Cash Management, Parallel Computing, Cassandra, storm, Amazon Web Services..., Amazon Redshift, Machine Learning
Education
Boston University
Quimba Software, Inc May 2002 - Present
Tradenable (Now part of Axway, FR:AXW) January 2001 - April 2002
Optivo February 2000 - January 2001
QuantumShift October 1997 - January 2000
Charles Schwab October 1997 - January 2000
Tessera Enterprise Systems April 1995 - October 1997
Agency Management Services (AMS) March 1994 - April 1995
OkiData (Division of Oki Japan) January 1992 - December 1993
Management Information Sciences February 1988 - January 1992
Expert-Ease Systems October 1985 - February 1988
Skills
Start-ups, Big Data, Mobile Applications, Cloud Computing, Databases, Testing, Technical Leadership, Mobile Devices, Analysis, Integration, Management, Product Development, SQL, Data Mining, Data Modeling, Team Building, Analytics, Forecasting, Web Services, SOA, Budgets, Security, Data Management, Public Speaking, Technology Research, Negotiation, Investors, Engineering, Vendor Relations, Contract Negotiation, Contract Negotiations, Coaching, Bootstrapping, Android Development, Blogging, Computer Science, Hadoop, Budgeting, Financial Analysis, P&L, Contract Management, Proposal Writing, Cost Accounting, Cash Management, Parallel Computing, Cassandra, storm, Amazon Web Services..., Amazon Redshift, Machine Learning
Education
Boston University
Daniel Knob Daniel Knob's Charles Schwab Experience July 2014 - Present
Job Senior Business Intelligence Analyst/Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Mass General Physicians Organization September 2012 - June 2014
Turner Construction November 2010 - September 2012
Turner Construction October 2009 - November 2010
Turner Construction January 2008 - October 2009
Turner Construction September 2005 - December 2007
IHS Electric May 2001 - December 2003
Skills
Project Management, MS Project, Engineering, Construction, Construction Management, Budgets, C++, Cognos, Microsoft SQL Server, Microsoft Excel, Matlab, R, Microsoft Office, Prolog, Data Analysis, PowerPoint, Business Intelligence
Education
Boston University - School of Management 2009 — 2012
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Computer and Electrical Engineering
Charles Schwab July 2014 - Present
Mass General Physicians Organization September 2012 - June 2014
Turner Construction November 2010 - September 2012
Turner Construction October 2009 - November 2010
Turner Construction January 2008 - October 2009
Turner Construction September 2005 - December 2007
IHS Electric May 2001 - December 2003
Skills
Project Management, MS Project, Engineering, Construction, Construction Management, Budgets, C++, Cognos, Microsoft SQL Server, Microsoft Excel, Matlab, R, Microsoft Office, Prolog, Data Analysis, PowerPoint, Business Intelligence
Education
Boston University - School of Management 2009 — 2012
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Computer and Electrical Engineering
Chelayne Molck Chelayne Molck's Charles Schwab Experience July 2014 - Present
Job Client Service Specialist Retirement Plan Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Rathbone Warwick & Daly Investment Consulting of Wells Fargo Advisors February 2013 - April 2014
Rathbone Warwick & Daly Investment Consulting of Wells Fargo Advisors 2010 - 2013
Golf Galaxy/Dick's Sporting Goods August 2007 - August 2011
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, Leadership, Investments, Sales, Finance, Public Speaking, Microsoft Word, Banking
Education
Boise State University 2011 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Boise State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Kuna High School 2002 — 2006
Charles Schwab July 2014 - Present
Rathbone Warwick & Daly Investment Consulting of Wells Fargo Advisors February 2013 - April 2014
Rathbone Warwick & Daly Investment Consulting of Wells Fargo Advisors 2010 - 2013
Golf Galaxy/Dick's Sporting Goods August 2007 - August 2011
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, Leadership, Investments, Sales, Finance, Public Speaking, Microsoft Word, Banking
Education
Boise State University 2011 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Boise State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Kuna High School 2002 — 2006
Daniel Zink, MBA's Charles Schwab Experience October 2013 - Present
Job Sr. Manager Leadership Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Corinthian Colleges 2011 - September 2013
Genworth Financial 2010 - 2011
Prudential Financial 2007 - 2009
Merrill Lynch 2005 - 2007
New Century Mortgage 2003 - 2005
Skills
Leadership Development, Coaching, Curriculum Development, Team Leadership, Selling, Instructional Design, Performance Management, Training Delivery, Organizational..., Leadership, Training, Management, Sales Management, E-Learning, Employee Training, Sales, CRM, Strategy, Interviews, Cross-functional Team..., Onboarding, Sales Process, Business Process..., Program Management, Team Management, Strategic Planning, Staff Development, Human Resources, Career Development, Call Centers, Time Management, B2B, Talent Management, Executive Management, Budgets, Recruiting, Performance Improvement, Team Building, Employee Benefits, Employee Engagement, Succession Planning, Executive Coaching, Public Speaking, Needs Analysis, Organizational..., Learning Management, Workshop Facilitation, Instructor-led Training, Adult Education, Change Management
Education
Boise State University 2013 — 2016
M.S., Organizational Performance/Workplace Learning GPA 3.95
Western International University 2001 — 2003
MBA, Finance, GPA 3.98
State University of New York at Binghamton
B.S., Management Science
Charles Schwab October 2013 - Present
Corinthian Colleges 2011 - September 2013
Genworth Financial 2010 - 2011
Prudential Financial 2007 - 2009
Merrill Lynch 2005 - 2007
New Century Mortgage 2003 - 2005
Skills
Leadership Development, Coaching, Curriculum Development, Team Leadership, Selling, Instructional Design, Performance Management, Training Delivery, Organizational..., Leadership, Training, Management, Sales Management, E-Learning, Employee Training, Sales, CRM, Strategy, Interviews, Cross-functional Team..., Onboarding, Sales Process, Business Process..., Program Management, Team Management, Strategic Planning, Staff Development, Human Resources, Career Development, Call Centers, Time Management, B2B, Talent Management, Executive Management, Budgets, Recruiting, Performance Improvement, Team Building, Employee Benefits, Employee Engagement, Succession Planning, Executive Coaching, Public Speaking, Needs Analysis, Organizational..., Learning Management, Workshop Facilitation, Instructor-led Training, Adult Education, Change Management
Education
Boise State University 2013 — 2016
M.S., Organizational Performance/Workplace Learning GPA 3.95
Western International University 2001 — 2003
MBA, Finance, GPA 3.98
State University of New York at Binghamton
B.S., Management Science
Ashley Dragan Ashley Dragan's Charles Schwab Experience April 2015 - Present
Job Enrollment Counselor at Grand Canyon University
Industry Higher Education
Experience
Charles Schwab April 2015 - Present
Grand Canyon University October 2011 - February 2015
Revana November 2010 - October 2011
EXPRESS June 2007 - November 2010
Office of Massachusetts State Senator Patricia Jehlen January 2009 - May 2009
The Locator Services Group Ltd. September 2008 - May 2009
Boston University Office of Financial Assistance September 2006 - May 2007
Skills
Admissions, Higher Education, Student Affairs, Adult Education, Staff Development, Public Speaking, Distance Learning, Leadership, E-Learning, Career Counseling, Nonprofits, Research, Analysis, Salesforce.com, Customer Service, Time Management
Education
Grand Canyon University 2012 — 2014
Master of Business Administration (MBA), Accounting, GPA: 3.96
Boston University 2004 — 2009
Bachelor of Science (BS), American Politics and International Relations
Charles Schwab April 2015 - Present
Grand Canyon University October 2011 - February 2015
Revana November 2010 - October 2011
EXPRESS June 2007 - November 2010
Office of Massachusetts State Senator Patricia Jehlen January 2009 - May 2009
The Locator Services Group Ltd. September 2008 - May 2009
Boston University Office of Financial Assistance September 2006 - May 2007
Skills
Admissions, Higher Education, Student Affairs, Adult Education, Staff Development, Public Speaking, Distance Learning, Leadership, E-Learning, Career Counseling, Nonprofits, Research, Analysis, Salesforce.com, Customer Service, Time Management
Education
Grand Canyon University 2012 — 2014
Master of Business Administration (MBA), Accounting, GPA: 3.96
Boston University 2004 — 2009
Bachelor of Science (BS), American Politics and International Relations
Steve Corn Steve Corn's Charles Schwab Experience January 2011 - November 2011
Job Application and Database Developer
Industry Computer Software
Experience
AccessOne MedCard September 2015 - Present
Lash Group February 2015 - May 2015
TransUnion Healthcare June 2013 - December 2014
Wells Fargo January 2013 - April 2013
Bank of America May 2012 - December 2012
Electrolux January 2012 - March 2012
Charles Schwab January 2011 - November 2011
Duke Energy Corporation August 2007 - January 2011
CMisolutions January 2006 - July 2007
J. S. Walker & Co. October 1998 - December 2005
Skills
Database Design, Microsoft SQL Server, T-SQL, SQL, SSIS, SSRS, Visual Studio, ADO.NET, C#, ASP.NET, Web Services, WCF, WebAPI, LINQ, Entity Framework, VB.NET, IIS, SDLC, Windows Services, Oracle, Databases, Delphi, Web Development, .NET, XML, ETL, Reporting & Analysis, Crystal Reports, WinForms
Education
Bob Jones University 1973 — 1977
Bachelor of Science (BS), Secondary Education and Teaching
AccessOne MedCard September 2015 - Present
Lash Group February 2015 - May 2015
TransUnion Healthcare June 2013 - December 2014
Wells Fargo January 2013 - April 2013
Bank of America May 2012 - December 2012
Electrolux January 2012 - March 2012
Charles Schwab January 2011 - November 2011
Duke Energy Corporation August 2007 - January 2011
CMisolutions January 2006 - July 2007
J. S. Walker & Co. October 1998 - December 2005
Skills
Database Design, Microsoft SQL Server, T-SQL, SQL, SSIS, SSRS, Visual Studio, ADO.NET, C#, ASP.NET, Web Services, WCF, WebAPI, LINQ, Entity Framework, VB.NET, IIS, SDLC, Windows Services, Oracle, Databases, Delphi, Web Development, .NET, XML, ETL, Reporting & Analysis, Crystal Reports, WinForms
Education
Bob Jones University 1973 — 1977
Bachelor of Science (BS), Secondary Education and Teaching
Belinda Fremouw,PMP,PMI-SP,PMI-RMP,PgMP,CAPM,ACP's Charles Schwab Experience September 2005 - December 2007
Job Professional Project Management Consultant, Professional Speaker; Published Author; Educator; Business Strategic Advisor
Industry Professional Training & Coaching
Experience
Femmelement, LLC January 2015 - Present
Passionate Project Management May 2007 - Present
Passionate Excellence 2007 - Present
Passionate Project Management 2007 - Present
Passionate Project Management 2007 - Present
Charles Schwab September 2005 - December 2007
Charles Schwab August 2003 - September 2005
Charles Schwab November 2000 - August 2003
American Express August 1997 - November 2000
PKS July 1996 - August 1997
Skills
Project Planning, Project Finance, Public Speaking, Project Implementation, Published Author, Program Management, Risk Management, Scheduling, Adult Education, Leadership Development, Process Engineering, Process Improvement, Process Scheduler, Vendor Management, Visio, Coaching, MS Project, Leadership, Organizational..., PMO, Strategy, Team Building, Training, Project Management, Management, Change Management, PMP, Cross-functional Team..., Business Process..., Strategic Planning, Project Portfolio..., Agile Project Management, Project Delivery, PMI, Certified Project..., Consulting, PMBOK, Microsoft Project
Education
Bonny Eagle
Boston University Questrom School of Business
MSPM, Project Management
University of Southern Maine
Western International University
MBA, Business
Femmelement, LLC January 2015 - Present
Passionate Project Management May 2007 - Present
Passionate Excellence 2007 - Present
Passionate Project Management 2007 - Present
Passionate Project Management 2007 - Present
Charles Schwab September 2005 - December 2007
Charles Schwab August 2003 - September 2005
Charles Schwab November 2000 - August 2003
American Express August 1997 - November 2000
PKS July 1996 - August 1997
Skills
Project Planning, Project Finance, Public Speaking, Project Implementation, Published Author, Program Management, Risk Management, Scheduling, Adult Education, Leadership Development, Process Engineering, Process Improvement, Process Scheduler, Vendor Management, Visio, Coaching, MS Project, Leadership, Organizational..., PMO, Strategy, Team Building, Training, Project Management, Management, Change Management, PMP, Cross-functional Team..., Business Process..., Strategic Planning, Project Portfolio..., Agile Project Management, Project Delivery, PMI, Certified Project..., Consulting, PMBOK, Microsoft Project
Education
Bonny Eagle
Boston University Questrom School of Business
MSPM, Project Management
University of Southern Maine
Western International University
MBA, Business
Colleen Chambers's Charles Schwab Experience September 2007 - March 2009
Job Director Global Compensation at AOL
Industry Human Resources
Experience
AOL August 2011 - Present
Visa September 2009 - August 2011
Charles Schwab September 2007 - March 2009
Fannie Mae 2005 - 2007
Keane 2003 - 2005
Reebok 2000 - 2003
Towers Perrin 1996 - January 2000
Eliassen Group 1999 - 2000
Lechmere 1995 - 1996
BBN 1994 - 1995
Skills
Executive Pay, Performance Management, Succession Planning, Strategy, Program Management, Employee Benefits, Management, Incentive Programs, Talent Management, Change Management, Mergers & Acquisitions, Human Resources, Deferred Compensation, Interviews, HRIS, Workforce Planning
Education
University of Maryland College Park 1984 — 1987
Bachelor's Degree, Psychology
Boston University
AOL August 2011 - Present
Visa September 2009 - August 2011
Charles Schwab September 2007 - March 2009
Fannie Mae 2005 - 2007
Keane 2003 - 2005
Reebok 2000 - 2003
Towers Perrin 1996 - January 2000
Eliassen Group 1999 - 2000
Lechmere 1995 - 1996
BBN 1994 - 1995
Skills
Executive Pay, Performance Management, Succession Planning, Strategy, Program Management, Employee Benefits, Management, Incentive Programs, Talent Management, Change Management, Mergers & Acquisitions, Human Resources, Deferred Compensation, Interviews, HRIS, Workforce Planning
Education
University of Maryland College Park 1984 — 1987
Bachelor's Degree, Psychology
Boston University
Guru Paladi Guru Paladi's Charles Schwab Experience October 2000 - September 2002
Job Vice President at Citi
Industry Computer Software
Experience
Citi March 2015 - Present
Morgan Stanley Wealth Management June 2010 - March 2015
Citi July 2009 - June 2010
Dow Jones January 2009 - July 2009
Goldman Sachs November 2005 - December 2008
Verizon Wireless December 2002 - October 2005
Charles Schwab October 2000 - September 2002
Global Commerce Systems June 2000 - September 2000
Amdocs (Cyprus) Ltd August 1998 - April 2000
Lucent Technologies June 1997 - December 1997
Skills
Core Java, J2EE, Weblogic, JSP, EJB, Tomcat, Struts, Hibernate, AJAX, XML, Apache, XSL, Spring, SOA, Sybase, Perl, SQL, DHTML, HTML, Velocity, CSS, SOAP, JMS, JDBC, Design Patterns, Enterprise Architecture, Java, J2EE Web Services, Java Enterprise Edition
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
Master of Business Administration (MBA)
Birla Institute of Technology and Science 1994 — 1998
BS
APRJC 1992 — 1994
11th & 12th
Citi March 2015 - Present
Morgan Stanley Wealth Management June 2010 - March 2015
Citi July 2009 - June 2010
Dow Jones January 2009 - July 2009
Goldman Sachs November 2005 - December 2008
Verizon Wireless December 2002 - October 2005
Charles Schwab October 2000 - September 2002
Global Commerce Systems June 2000 - September 2000
Amdocs (Cyprus) Ltd August 1998 - April 2000
Lucent Technologies June 1997 - December 1997
Skills
Core Java, J2EE, Weblogic, JSP, EJB, Tomcat, Struts, Hibernate, AJAX, XML, Apache, XSL, Spring, SOA, Sybase, Perl, SQL, DHTML, HTML, Velocity, CSS, SOAP, JMS, JDBC, Design Patterns, Enterprise Architecture, Java, J2EE Web Services, Java Enterprise Edition
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
Master of Business Administration (MBA)
Birla Institute of Technology and Science 1994 — 1998
BS
APRJC 1992 — 1994
11th & 12th
David Cwalina's Charles Schwab Experience July 2015 - Present
Job Financial Consultant Academy at Charles Schwab
Industry Higher Education
Experience
Charles Schwab July 2015 - Present
Binghamton University August 2011 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Higher Education, Statistics, Economics
Education
State University of New York at Binghamton 2011 — 2015
Bachelor of Science (BS), Financial Economics
Charles Schwab July 2015 - Present
Binghamton University August 2011 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Higher Education, Statistics, Economics
Education
State University of New York at Binghamton 2011 — 2015
Bachelor of Science (BS), Financial Economics
Jodie Meyerov, MBA Jodie Meyerov, MBA's Charles Schwab Experience September 2015 - Present
Job Sourcing Advisor |Talent Acquisition Onsite at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab September 2015 - Present
Aerotek May 2015 - August 2015
Syndicatebleu February 2013 - November 2014
Rapid Salads February 2010 - December 2013
IC May 2009 - December 2010
Squires Loft Development Group January 2002 - February 2009
Skills
Advertising, Online Marketing, Online Advertising, Digital Marketing, Marketing Strategy, Account Management, Team Leadership, Business Development, Social Media Marketing, Email Marketing, New Business Development, Administration, Business Strategy, Cold Calling, Talent Acquisition, Staffing Services
Education
Bond University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bond University, Queensland, Australia
Charles Schwab September 2015 - Present
Aerotek May 2015 - August 2015
Syndicatebleu February 2013 - November 2014
Rapid Salads February 2010 - December 2013
IC May 2009 - December 2010
Squires Loft Development Group January 2002 - February 2009
Skills
Advertising, Online Marketing, Online Advertising, Digital Marketing, Marketing Strategy, Account Management, Team Leadership, Business Development, Social Media Marketing, Email Marketing, New Business Development, Administration, Business Strategy, Cold Calling, Talent Acquisition, Staffing Services
Education
Bond University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bond University, Queensland, Australia
Curt Radetich, MBA's Charles Schwab Experience 1999 - 2006
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
E*TRADE Financial 2006 - 2009
Huntington Beach Chamber 2002 - 2006
Charles Schwab 1999 - 2006
Franklin Templeton Investments 1986 - 1999
Dale Carnegie Training 1994 - 1995
Skills
Public Speaking, Past President of..., Graduate Assistant at..., Mutual Funds, Investments, Portfolio Management, Wealth Management, Trading, Fixed Income, ETFs, Series 7, Risk Management, Asset Allocation, Financial Planning, Financial Analysis, Compliance, Securities, Equities, Customer Relations, Banking, Series 63, Asset Management, Excel, Options, Analytics, Analysis, PowerPoint, Product Management, Retirement Planning, Outlook, Team Building, Insurance, Business Strategy, Salesforce.com, Customer Service, Estate Planning, Alternative Investments, Market Research, Strategic Planning, Business Analysis, Financial Reporting, Marketing Strategy, Bonds, Finance, Series 24, Wealth Management..., Investment Advisory, FINRA, Uniform Combined State..., Strategic Financial...
Education
Boston University 2013 — 2015
CFP Certification, Financial Planning and Services
St. Mary's College of California 2010 — 2011
Masters of Business Administration, Business
San Jose State University 1987 — 1992
BS, Management
Cañada College 1982 — 1985
AA, Associate Arts
San Carlos High School
TD Ameritrade 2009 - Present
E*TRADE Financial 2006 - 2009
Huntington Beach Chamber 2002 - 2006
Charles Schwab 1999 - 2006
Franklin Templeton Investments 1986 - 1999
Dale Carnegie Training 1994 - 1995
Skills
Public Speaking, Past President of..., Graduate Assistant at..., Mutual Funds, Investments, Portfolio Management, Wealth Management, Trading, Fixed Income, ETFs, Series 7, Risk Management, Asset Allocation, Financial Planning, Financial Analysis, Compliance, Securities, Equities, Customer Relations, Banking, Series 63, Asset Management, Excel, Options, Analytics, Analysis, PowerPoint, Product Management, Retirement Planning, Outlook, Team Building, Insurance, Business Strategy, Salesforce.com, Customer Service, Estate Planning, Alternative Investments, Market Research, Strategic Planning, Business Analysis, Financial Reporting, Marketing Strategy, Bonds, Finance, Series 24, Wealth Management..., Investment Advisory, FINRA, Uniform Combined State..., Strategic Financial...
Education
Boston University 2013 — 2015
CFP Certification, Financial Planning and Services
St. Mary's College of California 2010 — 2011
Masters of Business Administration, Business
San Jose State University 1987 — 1992
BS, Management
Cañada College 1982 — 1985
AA, Associate Arts
San Carlos High School
Matthew Bean, EA, CFP® Matthew Bean, EA, CFP®'s Charles Schwab Experience August 2009 - September 2011
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
Jeff Pyne's Charles Schwab Experience May 1999 - May 2000
Job Manager, I.T. Technical Services at WorldatWork
Industry Information Technology and Services
Experience
WorldatWork May 2000 - Present
Charles Schwab May 1999 - May 2000
Apollo Group June 1997 - May 1999
Skills
IT Infrastructure..., IT Strategy, Budget Management, Leadership, IT Operations, Disaster Recovery, Cloud Computing, Information Technology, Project Management, Team Leadership, Virtualization, VMware, Data Center, Unix, Linux, Solaris, Cisco Technologies, Windows, SaaS, Vendor Management, Cisco
Education
Mesa Community College 1997 — 1999
Computer Science
Boston University 1988 — 1992
B.A., Philosophy, Chemistry, Pre-medicine, Cum laude
WorldatWork May 2000 - Present
Charles Schwab May 1999 - May 2000
Apollo Group June 1997 - May 1999
Skills
IT Infrastructure..., IT Strategy, Budget Management, Leadership, IT Operations, Disaster Recovery, Cloud Computing, Information Technology, Project Management, Team Leadership, Virtualization, VMware, Data Center, Unix, Linux, Solaris, Cisco Technologies, Windows, SaaS, Vendor Management, Cisco
Education
Mesa Community College 1997 — 1999
Computer Science
Boston University 1988 — 1992
B.A., Philosophy, Chemistry, Pre-medicine, Cum laude
Mark E. Taylor, CFP® Mark E. Taylor, CFP®'s Charles Schwab Experience 2006 - 2007
Job Vice President
Industry Financial Services
Experience
SunTrust June 2007 - Present
Charles Schwab 2006 - 2007
John Hancock 2001 - 2006
UBS Wealth Management 2000 - 2001
State Street 1999 - 2000
Education
Boston University 2003 — 2005
Financial Planning
University of Massachusetts at Lowell 1994 — 1998
BS
north middlesex
north middlesex
SunTrust June 2007 - Present
Charles Schwab 2006 - 2007
John Hancock 2001 - 2006
UBS Wealth Management 2000 - 2001
State Street 1999 - 2000
Education
Boston University 2003 — 2005
Financial Planning
University of Massachusetts at Lowell 1994 — 1998
BS
north middlesex
north middlesex
Jeff Metcalfe Jeff Metcalfe's Charles Schwab Experience November 2011 - November 2012
Job Experienced Manager in Trading and Trade Operations
Industry Financial Services
Experience
Parametric April 2013 - July 2013
Charles Schwab November 2011 - November 2012
NORTHFIELD TRADING LP October 1992 - June 2010
Thunderbird School of Global Management January 1989 - January 1991
USTrust May 1987 - January 1990
Skills
Hedging, Options, Proprietary Trading, Fixed Income, Asset Managment, FX Options, Investments, Capital Markets, Securities, Electronic Trading, ETFs, Equity Derivatives, Managed Futures, Due Diligence, FINRA, Strategic Planning, Asset Management, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration (MBA), International Finance
Boston University 1985 — 1987
BA, International Economics
Parametric April 2013 - July 2013
Charles Schwab November 2011 - November 2012
NORTHFIELD TRADING LP October 1992 - June 2010
Thunderbird School of Global Management January 1989 - January 1991
USTrust May 1987 - January 1990
Skills
Hedging, Options, Proprietary Trading, Fixed Income, Asset Managment, FX Options, Investments, Capital Markets, Securities, Electronic Trading, ETFs, Equity Derivatives, Managed Futures, Due Diligence, FINRA, Strategic Planning, Asset Management, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration (MBA), International Finance
Boston University 1985 — 1987
BA, International Economics
Laurie McNeill's Charles Schwab Experience 1995 - 2004
Job
Industry Financial Services
Experience
G-Trade Services February 2006 - Present
Gameday Management 2009 - 2010
Ameriprise Financial Advisors 2005 - 2005
Charles Schwab 1995 - 2004
Prudential Financial 1988 - 1993
Prudential Financial 1988 - 1993
Skills
Series 7, Equities, Securities, Series 63, Trading, Investments, Financial Markets, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Equity Trading, Wealth Management, Risk Management, Fixed Income, Electronic Trading, Banking, Derivatives, FX Options, Capital Markets, Trading Systems, Mutual Funds, FINRA, Options, Customer Service, Project Management, Cross-functional Team..., Logistics, Team Leadership, Back Office, Microsoft Excel, Series 24
Education
Boston College 1984 — 1987
BA, Economics
Ramapo High School 1980 — 1983
G-Trade Services February 2006 - Present
Gameday Management 2009 - 2010
Ameriprise Financial Advisors 2005 - 2005
Charles Schwab 1995 - 2004
Prudential Financial 1988 - 1993
Prudential Financial 1988 - 1993
Skills
Series 7, Equities, Securities, Series 63, Trading, Investments, Financial Markets, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Equity Trading, Wealth Management, Risk Management, Fixed Income, Electronic Trading, Banking, Derivatives, FX Options, Capital Markets, Trading Systems, Mutual Funds, FINRA, Options, Customer Service, Project Management, Cross-functional Team..., Logistics, Team Leadership, Back Office, Microsoft Excel, Series 24
Education
Boston College 1984 — 1987
BA, Economics
Ramapo High School 1980 — 1983
Michelle Edery's Charles Schwab Experience 1992 - 1996
Job Senior Analyst at ING
Industry Financial Services
Experience
ING November 2005 - Present
Nakoma Capital Management 2000 - 2004
Charles Schwab 1992 - 1996
Education
Boston University 1987 — 1991
B.A., International Relations
ING November 2005 - Present
Nakoma Capital Management 2000 - 2004
Charles Schwab 1992 - 1996
Education
Boston University 1987 — 1991
B.A., International Relations
Chad Mays, CFP® Chad Mays, CFP®'s Charles Schwab Experience June 2010 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2010 - Present
Fidelity Investments February 2003 - July 2010
Fidelity Investments December 2003 - January 2006
WorldCom January 2002 - August 2002
SkyTel December 1999 - December 2001
SkyTel October 1998 - November 1999
Mississippi Postal Employees Federal Credit Union June 1997 - January 1998
Blockbuster August 1994 - December 1997
Education
The University of Dallas 2006 — 2008
Texas Christian University - M.J. Neeley School of Business 2001 — 2004
Professional M.B.A
Birkbeck, University of London 1998 — 1998
Mississippi College 1993 — 1998
B.S.
Charles Schwab June 2010 - Present
Fidelity Investments February 2003 - July 2010
Fidelity Investments December 2003 - January 2006
WorldCom January 2002 - August 2002
SkyTel December 1999 - December 2001
SkyTel October 1998 - November 1999
Mississippi Postal Employees Federal Credit Union June 1997 - January 1998
Blockbuster August 1994 - December 1997
Education
The University of Dallas 2006 — 2008
Texas Christian University - M.J. Neeley School of Business 2001 — 2004
Professional M.B.A
Birkbeck, University of London 1998 — 1998
Mississippi College 1993 — 1998
B.S.
Kitty Staudenraus Kitty Staudenraus's Charles Schwab Experience 1990 - 1993
Job Programmer Analyst at St. Luke's Health System
Industry Hospital & Health Care
Experience
St. Luke's Health System April 2004 - Present
Veritest (Lionbridge) February 2003 - July 2003
Micron PC May 1999 - April 2001
Charles Schwab 1990 - 1993
Skills
Healthcare Information..., EHR, Epic Systems, HIPAA, Hospitals, HL7, Ambulatory, EMR, SharePoint
Education
Boise State University 1981 — 1986
Bachelor of Business Administration (BBA), Computer Information Systems
New Plymouth High School 1977 — 1981
St. Luke's Health System April 2004 - Present
Veritest (Lionbridge) February 2003 - July 2003
Micron PC May 1999 - April 2001
Charles Schwab 1990 - 1993
Skills
Healthcare Information..., EHR, Epic Systems, HIPAA, Hospitals, HL7, Ambulatory, EMR, SharePoint
Education
Boise State University 1981 — 1986
Bachelor of Business Administration (BBA), Computer Information Systems
New Plymouth High School 1977 — 1981
Devon Cooney's Charles Schwab Experience November 2006 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Charles Schwab November 2006 - Present
Education
Boston College 1997 — 2001
B.S., Finance
Charles Schwab November 2006 - Present
Education
Boston College 1997 — 2001
B.S., Finance
Julie Finora McAfee, CTP Julie Finora McAfee, CTP's Charles Schwab Experience February 2000 - December 2002
Job Senior Vice President, Sr. Treasury Management Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Bank of the West April 2013 - June 2014
Bank of the West October 2010 - April 2013
Bank of the West February 2005 - October 2010
Charles Schwab February 2000 - December 2002
Bank of America January 1999 - February 2000
Bank of America 1996 - 1999
Skills
Banking, Treasury Management, Commercial Banking, Cash Management, Commercial Lending, Credit, Loans, Portfolio Management, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Risk Management, Financial Services, Credit Risk, Financial Analysis, Internet Banking, Working Capital..., Liquidity Management, Lines Of Credit
Education
Boston College 1989 — 1993
BS, Finance
Saint Mary's College of California 1994 — 1997
MBA, Marketing
Coral Gables Senior High 1986 — 1989
High School
Wells Fargo June 2014 - Present
Bank of the West April 2013 - June 2014
Bank of the West October 2010 - April 2013
Bank of the West February 2005 - October 2010
Charles Schwab February 2000 - December 2002
Bank of America January 1999 - February 2000
Bank of America 1996 - 1999
Skills
Banking, Treasury Management, Commercial Banking, Cash Management, Commercial Lending, Credit, Loans, Portfolio Management, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Risk Management, Financial Services, Credit Risk, Financial Analysis, Internet Banking, Working Capital..., Liquidity Management, Lines Of Credit
Education
Boston College 1989 — 1993
BS, Finance
Saint Mary's College of California 1994 — 1997
MBA, Marketing
Coral Gables Senior High 1986 — 1989
High School
Chris Beuerlein Chris Beuerlein's Charles Schwab Experience November 2000 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2000 - Present
United States Air Force August 1978 - June 2000
Education
Boston University
MS, Business Administration
Purdue University
BS, Mathematics
Webster University
MA, Computer Resources and Information Systmes
Charles Schwab November 2000 - Present
United States Air Force August 1978 - June 2000
Education
Boston University
MS, Business Administration
Purdue University
BS, Mathematics
Webster University
MA, Computer Resources and Information Systmes
Nicolas Knapik, MBA's Charles Schwab Experience 2003 - 2005
Job Principal at RJ Capital Investment Advisors
Industry Investment Management
Experience
RJ Capital Investment Advisors August 2012 - Present
TMFS Wealth Management August 2006 - August 2012
Charles Schwab 2003 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Bank of America 1998 - 2000
Morgan Stanley 1997 - 2000
Skills
Asset Managment, Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Strategic Financial..., Capital Markets, Valuation, Finance, Investment Banking, Asset Management, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Business Development, Management Consulting, Start-ups, Investment Advisory, Venture Capital, Executive Management, Management, Financial Services, Leadership, Risk Management, Wealth, Strategic Planning, CRM, Business Strategy, Project Management, Retirement Planning, New Business Development, Consulting, Training, Recruiting, Wealth Management, Account Management, Banking, Corporate Finance, Mutual Funds, Program Management, Team Leadership, Vendor Management, Team Building, Marketing, Process Improvement, Insurance
Education
Boston University 2005 — 2007
CFP, Finance
Western New England University 2004 — 2007
Master of Business Administration (MBA), Finance
RJ Capital Investment Advisors August 2012 - Present
TMFS Wealth Management August 2006 - August 2012
Charles Schwab 2003 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Bank of America 1998 - 2000
Morgan Stanley 1997 - 2000
Skills
Asset Managment, Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Strategic Financial..., Capital Markets, Valuation, Finance, Investment Banking, Asset Management, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Business Development, Management Consulting, Start-ups, Investment Advisory, Venture Capital, Executive Management, Management, Financial Services, Leadership, Risk Management, Wealth, Strategic Planning, CRM, Business Strategy, Project Management, Retirement Planning, New Business Development, Consulting, Training, Recruiting, Wealth Management, Account Management, Banking, Corporate Finance, Mutual Funds, Program Management, Team Leadership, Vendor Management, Team Building, Marketing, Process Improvement, Insurance
Education
Boston University 2005 — 2007
CFP, Finance
Western New England University 2004 — 2007
Master of Business Administration (MBA), Finance
Peter Higgins's Charles Schwab Experience January 2003 - November 2004
Job Founder, CVR Portfolio Funds
Industry Investment Management
Experience
CVR Portfolio Funds November 2013 - Present
State Street Bank November 2011 - September 2013
Pulse Trading November 2004 - November 2011
Charles Schwab January 2003 - November 2004
Moore Capital Management January 2001 - February 2002
Thomas Weisel Partners May 1999 - December 2000
Bear Stearns November 1993 - April 1999
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Equities, Alternative Investments, Securities, Equity Trading, Portfolio Management, Mutual Funds
Education
Boston College 1986 — 1990
BS, Finance
Xaverian Brothers High School
CVR Portfolio Funds November 2013 - Present
State Street Bank November 2011 - September 2013
Pulse Trading November 2004 - November 2011
Charles Schwab January 2003 - November 2004
Moore Capital Management January 2001 - February 2002
Thomas Weisel Partners May 1999 - December 2000
Bear Stearns November 1993 - April 1999
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Equities, Alternative Investments, Securities, Equity Trading, Portfolio Management, Mutual Funds
Education
Boston College 1986 — 1990
BS, Finance
Xaverian Brothers High School
Senthil Kumar Kanagaraju Senthil Kumar Kanagaraju's Charles Schwab Experience February 2010 - January 2012
Job Senior Account Manager at Accenture
Industry Information Technology and Services
Experience
Accenture April 2014 - Present
Wipro Technologies February 2012 - March 2014
Fifth Third Bank February 2012 - March 2014
Charles Schwab February 2010 - January 2012
Infosys Technologies Limited September 1999 - January 2012
Goldman Sachs April 2004 - December 2010
Nortel September 1999 - March 2004
Skills
Software Project..., Program Management, Pre-sales, Prime Brokerage, Advent, Global Delivery, Outsourcing, Project Portfolio..., Business Development, IT Strategy, PMP, IT Outsourcing, Business Intelligence, Solution Architecture, Requirements Analysis
Education
Bharathidasan University 1995 — 1999
BE, Computer Science and Engg.
Breeks Memorial School, Ooty 1993 — 1995
12th, MPCB
Kendriya Vidyalaya Indunagar, Ooty 1983 — 1993
Xth std
Accenture April 2014 - Present
Wipro Technologies February 2012 - March 2014
Fifth Third Bank February 2012 - March 2014
Charles Schwab February 2010 - January 2012
Infosys Technologies Limited September 1999 - January 2012
Goldman Sachs April 2004 - December 2010
Nortel September 1999 - March 2004
Skills
Software Project..., Program Management, Pre-sales, Prime Brokerage, Advent, Global Delivery, Outsourcing, Project Portfolio..., Business Development, IT Strategy, PMP, IT Outsourcing, Business Intelligence, Solution Architecture, Requirements Analysis
Education
Bharathidasan University 1995 — 1999
BE, Computer Science and Engg.
Breeks Memorial School, Ooty 1993 — 1995
12th, MPCB
Kendriya Vidyalaya Indunagar, Ooty 1983 — 1993
Xth std
Sarah Spiegel's Charles Schwab Experience June 2011 - October 2011
Job Sales & Events Supervisor at Exploratorium
Industry Events Services
Experience
Exploratorium January 2015 - Present
Exploratorium October 2013 - January 2015
Exploratorium April 2013 - October 2013
Kuoni Destination Management USA October 2011 - April 2013
Charles Schwab June 2011 - October 2011
Boston University September 2007 - May 2011
Variety the Childrens Charity NSW October 2010 - December 2010
Mandarin Oriental San Francisco May 2009 - August 2009
Skills
Event Planning, Corporate Events, Vendor Management, Managing Project Budgets, Project Management, Account Coordination, Database Administration, Site Inspections, CRM, Salesforce.com
Education
Boston University 2007 — 2011
Bachelors of Science, Hospitality Administration
Exploratorium January 2015 - Present
Exploratorium October 2013 - January 2015
Exploratorium April 2013 - October 2013
Kuoni Destination Management USA October 2011 - April 2013
Charles Schwab June 2011 - October 2011
Boston University September 2007 - May 2011
Variety the Childrens Charity NSW October 2010 - December 2010
Mandarin Oriental San Francisco May 2009 - August 2009
Skills
Event Planning, Corporate Events, Vendor Management, Managing Project Budgets, Project Management, Account Coordination, Database Administration, Site Inspections, CRM, Salesforce.com
Education
Boston University 2007 — 2011
Bachelors of Science, Hospitality Administration
zhuo (Mona) wang zhuo (Mona) wang's Charles Schwab Experience March 2015 - Present
Job Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Peninsula House, LLC September 2013 - October 2013
Boston University September 2011 - January 2013
China Aerospace Investment Holdings,.LTD January 2012 - June 2012
China Securities Co., Ltd. February 2011 - May 2011
ShengTaiLong Real Estate Development, LTD October 2009 - January 2011
Standard Chartered Bank June 2010 - August 2010
Shine Wing Certified Public Accountants July 2009 - August 2009
Galaxy Securities Company Limited June 2009 - July 2009
ABN AMRO Bank N.V. June 2008 - August 2008
Skills
Actuarial Science, SAS, Access, Microsoft Office, SQL, Real Estate Development, Microsoft Excel, Data Analysis, Research, Bloomberg, Market Research, Financial Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Real Estate Development
Boston University 2011 — 2013
Master's degree, Actuarial Science
Shanghai University of Finance and Economics 2007 — 2011
Bachelor, Banking and International Finance
Feng Chia University 2009 — 2010
Finance
Charles Schwab March 2015 - Present
Peninsula House, LLC September 2013 - October 2013
Boston University September 2011 - January 2013
China Aerospace Investment Holdings,.LTD January 2012 - June 2012
China Securities Co., Ltd. February 2011 - May 2011
ShengTaiLong Real Estate Development, LTD October 2009 - January 2011
Standard Chartered Bank June 2010 - August 2010
Shine Wing Certified Public Accountants July 2009 - August 2009
Galaxy Securities Company Limited June 2009 - July 2009
ABN AMRO Bank N.V. June 2008 - August 2008
Skills
Actuarial Science, SAS, Access, Microsoft Office, SQL, Real Estate Development, Microsoft Excel, Data Analysis, Research, Bloomberg, Market Research, Financial Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Real Estate Development
Boston University 2011 — 2013
Master's degree, Actuarial Science
Shanghai University of Finance and Economics 2007 — 2011
Bachelor, Banking and International Finance
Feng Chia University 2009 — 2010
Finance
Justin Todd Justin Todd's Charles Schwab Experience November 2009 - May 2010
Job Sr. Linux Engineer at Google
Industry Information Technology and Services
Experience
Google May 2014 - Present
Adometry January 2012 - May 2014
Freescale Semiconductor 2011 - 2012
Charles Schwab November 2009 - May 2010
Hewlett-Packard May 2008 - October 2009
Idaho Department of Health and Welfare September 2004 - May 2008
Dex-X Networks October 2002 - May 2004
USAF June 1999 - October 2002
Skills
Release Management, Project Management, Web Applications, Technical Analysis, Integration, Data Migration, Active Directory, System Administration, Servers, Disaster Recovery, VMware, HP Openview, System Deployment, Unix, Linux, Apache, Microsoft SQL Server, MySQL, Networking, Security, Information Technology, IIS, Troubleshooting, Cisco Technologies, Infrastructure, Windows, Bash, WAN, Management, System Architecture, NFS, Shell Scripting, Network Engineering, Subversion, Database Administration, DNS, Red Hat Linux
Education
Boise State University 2002 — 2006
Bachelor's of Science, Computer Science
Google May 2014 - Present
Adometry January 2012 - May 2014
Freescale Semiconductor 2011 - 2012
Charles Schwab November 2009 - May 2010
Hewlett-Packard May 2008 - October 2009
Idaho Department of Health and Welfare September 2004 - May 2008
Dex-X Networks October 2002 - May 2004
USAF June 1999 - October 2002
Skills
Release Management, Project Management, Web Applications, Technical Analysis, Integration, Data Migration, Active Directory, System Administration, Servers, Disaster Recovery, VMware, HP Openview, System Deployment, Unix, Linux, Apache, Microsoft SQL Server, MySQL, Networking, Security, Information Technology, IIS, Troubleshooting, Cisco Technologies, Infrastructure, Windows, Bash, WAN, Management, System Architecture, NFS, Shell Scripting, Network Engineering, Subversion, Database Administration, DNS, Red Hat Linux
Education
Boise State University 2002 — 2006
Bachelor's of Science, Computer Science
Eric S. Phillips's Charles Schwab Experience 1990 - 1992
Job Director of Advanced Planning at Capital Formation Group, Inc.
Industry Financial Services
Experience
Capital Formation Group, Inc. September 2013 - Present
Canby Financial Advisors 2005 - 2012
MetLife Financial Services, Inc. 2001 - 2003
Evergreen Service Company 1992 - 1998
Charles Schwab 1990 - 1992
Skills
Personal Financial..., Saving for Education, Retirement Planning, Insurance Planning, Estate Planning, Portfolio Management, Investment Analysis, Cash Management, Fixed Income Strategies, Alternative Investments, REITS, Socially Responsible..., Small Business IT...
Education
Boston University
Financial Planning Certificate Program
Marietta College
Bachelor of Arts (BA)
Capital Formation Group, Inc. September 2013 - Present
Canby Financial Advisors 2005 - 2012
MetLife Financial Services, Inc. 2001 - 2003
Evergreen Service Company 1992 - 1998
Charles Schwab 1990 - 1992
Skills
Personal Financial..., Saving for Education, Retirement Planning, Insurance Planning, Estate Planning, Portfolio Management, Investment Analysis, Cash Management, Fixed Income Strategies, Alternative Investments, REITS, Socially Responsible..., Small Business IT...
Education
Boston University
Financial Planning Certificate Program
Marietta College
Bachelor of Arts (BA)
Travis Hill Travis Hill's Charles Schwab Experience February 2007 - March 2012
Job Senior DevOps Manager at Impinj
Industry Information Technology and Services
Experience
Impinj March 2015 - Present
Nordstrom May 2014 - March 2015
Wizards of the Coast January 2014 - May 2014
AltaSource Group July 2013 - January 2014
HTC September 2012 - July 2013
En Masse Entertainment March 2012 - August 2012
Charles Schwab February 2007 - March 2012
Arizona Public Service (APS) October 2005 - February 2007
DHL Express 2004 - 2005
Skills
Linux, Unix, Disaster Recovery, CentOS, Cloud Computing, VMware ESX, Perl, Data Center, SAN, Servers, Troubleshooting, Virtualization, Operating Systems, Windows Server, Apache, TCP/IP, Solaris, Microsoft SQL Server, SQL, System Administration, Security, MongoDB, Bash, Scripting, Agile Methodologies, Git, Ruby, Puppet, DevOps, Automation, Chef, Configuration Management, Hybrid Cloud, Amazon Web Services..., Atlassian JIRA, Redis, Akamai, Project Management, JCL, VMware, Jetty, Java, Red Hat Linux, Ubuntu, MySQL, AIX, Python, Jenkins, Continuous Integration
Education
Boise State University
Impinj March 2015 - Present
Nordstrom May 2014 - March 2015
Wizards of the Coast January 2014 - May 2014
AltaSource Group July 2013 - January 2014
HTC September 2012 - July 2013
En Masse Entertainment March 2012 - August 2012
Charles Schwab February 2007 - March 2012
Arizona Public Service (APS) October 2005 - February 2007
DHL Express 2004 - 2005
Skills
Linux, Unix, Disaster Recovery, CentOS, Cloud Computing, VMware ESX, Perl, Data Center, SAN, Servers, Troubleshooting, Virtualization, Operating Systems, Windows Server, Apache, TCP/IP, Solaris, Microsoft SQL Server, SQL, System Administration, Security, MongoDB, Bash, Scripting, Agile Methodologies, Git, Ruby, Puppet, DevOps, Automation, Chef, Configuration Management, Hybrid Cloud, Amazon Web Services..., Atlassian JIRA, Redis, Akamai, Project Management, JCL, VMware, Jetty, Java, Red Hat Linux, Ubuntu, MySQL, AIX, Python, Jenkins, Continuous Integration
Education
Boise State University
Stacy Orff-Whitfield's Charles Schwab Experience June 1999 - July 2010
Job Experienced Marketing Leader
Industry Financial Services
Experience
AssetMark July 2010 - September 2015
Charles Schwab June 1999 - July 2010
Guinness Flight Investment Management 1996 - 1999
Mutual Fund Market News / DALBAR 1994 - 1996
Skills
Direct Marketing, Segmentation, Integrated Marketing, Marketing Communications, Marketing Strategy, Financial Services, Database Marketing, Lead Generation, Customer Acquisition, Marketing Automation, Product Marketing, Multi-channel Marketing, Marketing, Analytics, Email Marketing, Product Management, Marketing Management, B2B Marketing, Thought Leadership, Online Marketing, Management, Mutual Funds, Salesforce.com, Strategy, Strategic Partnerships, Content Management, Direct Mail, Public Relations, Sales, Leadership, CRM, Cross-functional Team..., Relationship Management, Digital Marketing, Brand Management, B2B, Social Media Marketing, Program Management, Investments, Social Media, Corporate Communications
Education
Boston University
B.A. and B.S., Double Major: Advertising/Mass Communications, French
AssetMark July 2010 - September 2015
Charles Schwab June 1999 - July 2010
Guinness Flight Investment Management 1996 - 1999
Mutual Fund Market News / DALBAR 1994 - 1996
Skills
Direct Marketing, Segmentation, Integrated Marketing, Marketing Communications, Marketing Strategy, Financial Services, Database Marketing, Lead Generation, Customer Acquisition, Marketing Automation, Product Marketing, Multi-channel Marketing, Marketing, Analytics, Email Marketing, Product Management, Marketing Management, B2B Marketing, Thought Leadership, Online Marketing, Management, Mutual Funds, Salesforce.com, Strategy, Strategic Partnerships, Content Management, Direct Mail, Public Relations, Sales, Leadership, CRM, Cross-functional Team..., Relationship Management, Digital Marketing, Brand Management, B2B, Social Media Marketing, Program Management, Investments, Social Media, Corporate Communications
Education
Boston University
B.A. and B.S., Double Major: Advertising/Mass Communications, French
John D. Hill, CFP® John D. Hill, CFP®'s Charles Schwab Experience April 2014 - Present
Job Senior Team Manager, Financial Planning at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
USAA May 2011 - April 2014
Northwestern Mutual Financial Network July 2010 - May 2011
Eastern Investment Advisors March 2007 - June 2010
US Army November 2000 - July 2006
Skills
Series 7, Retirement Planning, Risk Management, Wealth Management, Asset Allocation, Investment Strategies, Investment Advisory, Series 66, Investments, Strategic Financial..., High Net Worth..., Life Insurance, Insurance, Personal Financial..., 401k, IRAs, Fixed Annuities, Investment Management, Financial Services, Financial Planners, Certified Financial..., Wealth Management..., Retirement, Wealth, Estate Planning, Financial Advisory, Financial Planning
Education
Lehigh University 1996 — 2000
B.S., Finance
Boston University 2010 — 2012
Center For Professional Education, Financial Planning
Charles Schwab April 2014 - Present
USAA May 2011 - April 2014
Northwestern Mutual Financial Network July 2010 - May 2011
Eastern Investment Advisors March 2007 - June 2010
US Army November 2000 - July 2006
Skills
Series 7, Retirement Planning, Risk Management, Wealth Management, Asset Allocation, Investment Strategies, Investment Advisory, Series 66, Investments, Strategic Financial..., High Net Worth..., Life Insurance, Insurance, Personal Financial..., 401k, IRAs, Fixed Annuities, Investment Management, Financial Services, Financial Planners, Certified Financial..., Wealth Management..., Retirement, Wealth, Estate Planning, Financial Advisory, Financial Planning
Education
Lehigh University 1996 — 2000
B.S., Finance
Boston University 2010 — 2012
Center For Professional Education, Financial Planning
Sheila Nazari Sheila Nazari's Charles Schwab Experience July 2011 - October 2012
Job Human Resources and Training Leader
Industry Human Resources
Experience
Alliance Residential Company 2014 - Present
My Leadership Solutions July 2011 - Present
Charles Schwab July 2011 - October 2012
Apollo Group July 2009 - July 2011
Fresh Start Women's Foundation 2007 - 2011
Knight Transportation, Inc. January 2007 - August 2009
Target Corporation 2006 - 2006
Corporate Psychologists 2005 - 2006
Auckland Museum 2003 - 2004
Skills
Team Building, Employee Relations, Workshop Facilitation, Performance Management, Coaching, Staff Development, Leadership Development, Talent Management, Employee Engagement, Recruiting, Human Resources, Analysis, Management, Business Strategy, Talent Acquisition, Public Speaking, Sales, Strategic Planning, Process Improvement, Program Management, Training Delivery, Training, Leadership, Interviews, Employee Training, Strategy, Change Management, Personnel Management, Employee Benefits, Career Counseling, Instructional Design
Education
University of Minnesota - Carlson School of Management 2004 — 2006
Master's Degree, Human Resources
Boston University 2000 — 2004
Bachelor's Degree, Mass Communication
Fargo North High School
Fargo North High School
Alliance Residential Company 2014 - Present
My Leadership Solutions July 2011 - Present
Charles Schwab July 2011 - October 2012
Apollo Group July 2009 - July 2011
Fresh Start Women's Foundation 2007 - 2011
Knight Transportation, Inc. January 2007 - August 2009
Target Corporation 2006 - 2006
Corporate Psychologists 2005 - 2006
Auckland Museum 2003 - 2004
Skills
Team Building, Employee Relations, Workshop Facilitation, Performance Management, Coaching, Staff Development, Leadership Development, Talent Management, Employee Engagement, Recruiting, Human Resources, Analysis, Management, Business Strategy, Talent Acquisition, Public Speaking, Sales, Strategic Planning, Process Improvement, Program Management, Training Delivery, Training, Leadership, Interviews, Employee Training, Strategy, Change Management, Personnel Management, Employee Benefits, Career Counseling, Instructional Design
Education
University of Minnesota - Carlson School of Management 2004 — 2006
Master's Degree, Human Resources
Boston University 2000 — 2004
Bachelor's Degree, Mass Communication
Fargo North High School
Fargo North High School
Niloy Sen Niloy Sen's Charles Schwab Experience 2003 - 2010
Job IT Architect at Cisco Systems
Industry Computer Software
Experience
Cisco May 2013 - Present
Cisco Systems November 2010 - October 2013
Wipro Technologies September 2003 - October 2010
Charles Schwab 2003 - 2010
Skills
Java, SOA, SDLC, Spring, Oracle, XML, JSP, Software Project..., Hibernate, Unix, JDBC, ClearCase, Servlets, Ant, SQL, JMS, JavaScript, Design Patterns, PL/SQL, JUnit, Google Search Appliance, Google Maps, mapquest API, Informatica, Salesforce.com, Jenkins, OFX, Websphere, WSRP, ESB, Vignette, Documentum, dojo, jQuery, MongoDB, SOAP, EJB, Spring Framework
Education
Birla Institute of Technology and Science, Pilani
MS, Software Engineering
Birla Institute of Technology
BS, Computer Science
Cisco May 2013 - Present
Cisco Systems November 2010 - October 2013
Wipro Technologies September 2003 - October 2010
Charles Schwab 2003 - 2010
Skills
Java, SOA, SDLC, Spring, Oracle, XML, JSP, Software Project..., Hibernate, Unix, JDBC, ClearCase, Servlets, Ant, SQL, JMS, JavaScript, Design Patterns, PL/SQL, JUnit, Google Search Appliance, Google Maps, mapquest API, Informatica, Salesforce.com, Jenkins, OFX, Websphere, WSRP, ESB, Vignette, Documentum, dojo, jQuery, MongoDB, SOAP, EJB, Spring Framework
Education
Birla Institute of Technology and Science, Pilani
MS, Software Engineering
Birla Institute of Technology
BS, Computer Science
Tim Blanchard, MBA, CFP Tim Blanchard, MBA, CFP's Charles Schwab Experience May 2011 - Present
Job VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab May 2011 - Present
Blanchard Franchise Consulting July 2009 - May 2011
Ameriprise Financial November 1998 - October 2009
Education
University of St. Thomas (TX) 1997 — 1998
MBA, Finance
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Management
Charles Schwab May 2011 - Present
Blanchard Franchise Consulting July 2009 - May 2011
Ameriprise Financial November 1998 - October 2009
Education
University of St. Thomas (TX) 1997 — 1998
MBA, Finance
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Management
Anita Max's Charles Schwab Experience July 2006 - February 2009
Job Compliance Director
Industry Financial Services
Experience
LOYAL3 Holdings, Inc. November 2011 - Present
AP Max Consulting Services April 2010 - November 2011
First Republic Bank- M Squared Consultant August 2010 - October 2010
M Squared Consulting February 2009 - December 2009
Charles Schwab July 2006 - February 2009
Charles Schwab November 2003 - July 2006
Charles Schwab 1999 - 2003
Charles Schwab 1997 - 1999
Charles Schwab 1989 - 1996
Skills
ERISA, Securities Regulation, Mutual Funds, Corporate Governance, Asset Managment, Wealth Management, Hedge Funds, Equities, Due Diligence, Alternative Investments, Series 7, Series 63, FINRA, SEC, Asset Management, Financial Risk, Finance, Fixed Income, Investments, Corporate Law, Capital Markets
Education
San Francisco Law School 1989 — 1992
JD, law
Boston University 1971 — 1975
BS, Health Sciences
LOYAL3 Holdings, Inc. November 2011 - Present
AP Max Consulting Services April 2010 - November 2011
First Republic Bank- M Squared Consultant August 2010 - October 2010
M Squared Consulting February 2009 - December 2009
Charles Schwab July 2006 - February 2009
Charles Schwab November 2003 - July 2006
Charles Schwab 1999 - 2003
Charles Schwab 1997 - 1999
Charles Schwab 1989 - 1996
Skills
ERISA, Securities Regulation, Mutual Funds, Corporate Governance, Asset Managment, Wealth Management, Hedge Funds, Equities, Due Diligence, Alternative Investments, Series 7, Series 63, FINRA, SEC, Asset Management, Financial Risk, Finance, Fixed Income, Investments, Corporate Law, Capital Markets
Education
San Francisco Law School 1989 — 1992
JD, law
Boston University 1971 — 1975
BS, Health Sciences
Jean-sophie Wood Jean-sophie Wood's Charles Schwab Experience October 2010 - March 2011
Job Business Analyst at RKV Technologies
Industry Information Technology and Services
Experience
RKV Technologies October 2012 - Present
State of New Mexico April 2012 - Present
VETS Federal, Inc (Veteran Enterprise Tech Solutions, Inc) February 2012 - April 2012
Accenture July 2011 - November 2011
Charles Schwab October 2010 - March 2011
The Home Depot August 2010 - October 2010
A. H. Belo 2009 - 2009
About.com 2006 - 2009
State of Michigan 2004 - 2008
Enlighten 2002 - 2004
Skills
Business Analysis, Project Management, Program Management, Software Documentation, Agile Methodologies, Strategy, Software Project..., Cross-functional Team..., SDLC, SharePoint, Management, Testing, Integration, Process Improvement, CRM, Market Research, Marketing, Budgets, Web Services, Training, Software Development, Visio, Project Planning, Analysis, Vendor Management, Business Intelligence, User Experience
Education
Michigan State University 1972 — 1975
BS, Physiology
Boston University
Computer Science
Golden Gate University
Arts Administration
Harvard University
Business
RKV Technologies October 2012 - Present
State of New Mexico April 2012 - Present
VETS Federal, Inc (Veteran Enterprise Tech Solutions, Inc) February 2012 - April 2012
Accenture July 2011 - November 2011
Charles Schwab October 2010 - March 2011
The Home Depot August 2010 - October 2010
A. H. Belo 2009 - 2009
About.com 2006 - 2009
State of Michigan 2004 - 2008
Enlighten 2002 - 2004
Skills
Business Analysis, Project Management, Program Management, Software Documentation, Agile Methodologies, Strategy, Software Project..., Cross-functional Team..., SDLC, SharePoint, Management, Testing, Integration, Process Improvement, CRM, Market Research, Marketing, Budgets, Web Services, Training, Software Development, Visio, Project Planning, Analysis, Vendor Management, Business Intelligence, User Experience
Education
Michigan State University 1972 — 1975
BS, Physiology
Boston University
Computer Science
Golden Gate University
Arts Administration
Harvard University
Business
Tracey Gordon's Charles Schwab Experience April 1996 - October 1999
Job Communications positioning
Industry Public Relations and Communications
Experience
FOLIOfn June 2014 - February 2015
Edelman January 2011 - March 2013
ING (Voya) Investment Management November 2004 - June 2009
Charles Schwab April 1996 - October 1999
Morgan Stanley April 1994 - March 1996
Fidelity Investments October 1987 - April 1994
Skills
Corporate Communications, Media Relations, Thought Leadership, Crisis Communications, Internal Communications, Strategic Communications, Financial Services, Strategy, Blogging, New Media, Crisis Management, Marketing, Messaging, Speech Writing, Public Relations, Journalism, Reputation Management, Spokesperson, Digital Marketing, Message Development, Communication Training, Positioning, Leadership, Communications Planning, Press Releases, Public Affairs, Investor Relations, Content Development, Analyst Relations
Education
Boston University 1983 — 1985
M.S.
The University of Manchester 1979 — 1983
B.S.
FOLIOfn June 2014 - February 2015
Edelman January 2011 - March 2013
ING (Voya) Investment Management November 2004 - June 2009
Charles Schwab April 1996 - October 1999
Morgan Stanley April 1994 - March 1996
Fidelity Investments October 1987 - April 1994
Skills
Corporate Communications, Media Relations, Thought Leadership, Crisis Communications, Internal Communications, Strategic Communications, Financial Services, Strategy, Blogging, New Media, Crisis Management, Marketing, Messaging, Speech Writing, Public Relations, Journalism, Reputation Management, Spokesperson, Digital Marketing, Message Development, Communication Training, Positioning, Leadership, Communications Planning, Press Releases, Public Affairs, Investor Relations, Content Development, Analyst Relations
Education
Boston University 1983 — 1985
M.S.
The University of Manchester 1979 — 1983
B.S.
Michael T. Farley's Charles Schwab Experience 1999 - 2000
Job Marketing Manager, Asset Management Communications in Boston
Industry Financial Services
Experience
Columbia Threadneedle Investments, US 2011 - Present
IBM 2011 - 2011
The Education Resources Institute, Inc. (TERI) 2007 - 2010
KeyBank 2000 - 2007
Charles Schwab 1999 - 2000
Scudder Kemper Investments 1997 - 1999
MetLife Financial Services 1997 - 1997
Skills
Candidate for Microsoft..., Asset Management..., Marketing Communications, Fixed Income Strategies, Consultative Selling, Sales Process and..., New Business Development, Account Management, Investments, Territory, Negotiation, Marketing, Strategic Partnerships, Asset Managment, Sales Process, Direct Marketing, Selling, Key Account Management, Portfolio Management, Financial Services, Strategic Planning, Sales Operations, Sales Management, Market Analysis, Leadership, Training, Finance, Entrepreneurship, Relationship Management, Analytics, Project Planning, Sales Presentations, Leadership Development, Start-ups, Strategy, Salesforce.com, Outsourcing, Business Strategy, Credit, Management, Marketing Strategy, Business Development, Online Marketing, Banking, CRM, Mutual Funds, Sales, Product Marketing, Competitive Analysis, Email Marketing
Education
Boston University Questrom School of Business 1991 — 1995
BS/BA
Columbia Threadneedle Investments, US 2011 - Present
IBM 2011 - 2011
The Education Resources Institute, Inc. (TERI) 2007 - 2010
KeyBank 2000 - 2007
Charles Schwab 1999 - 2000
Scudder Kemper Investments 1997 - 1999
MetLife Financial Services 1997 - 1997
Skills
Candidate for Microsoft..., Asset Management..., Marketing Communications, Fixed Income Strategies, Consultative Selling, Sales Process and..., New Business Development, Account Management, Investments, Territory, Negotiation, Marketing, Strategic Partnerships, Asset Managment, Sales Process, Direct Marketing, Selling, Key Account Management, Portfolio Management, Financial Services, Strategic Planning, Sales Operations, Sales Management, Market Analysis, Leadership, Training, Finance, Entrepreneurship, Relationship Management, Analytics, Project Planning, Sales Presentations, Leadership Development, Start-ups, Strategy, Salesforce.com, Outsourcing, Business Strategy, Credit, Management, Marketing Strategy, Business Development, Online Marketing, Banking, CRM, Mutual Funds, Sales, Product Marketing, Competitive Analysis, Email Marketing
Education
Boston University Questrom School of Business 1991 — 1995
BS/BA
Theresa (Terry) Duncan, CFP® Theresa (Terry) Duncan, CFP®'s Charles Schwab Experience June 2010 - Present
Job Vice President / Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2010 - Present
New England Financial July 2008 - June 2010
Kochis Fitz Wealth Management June 2007 - September 2007
Education
Boston University 2007 — 2010
Certificate, Financial Planning and Services
California Polytechnic State University-San Luis Obispo 2005 — 2007
B.S., Business/Finance Concentration
Columbia College, Sonora CA 2002 — 2005
Associates' Degree, Mathematics
Charles Schwab June 2010 - Present
New England Financial July 2008 - June 2010
Kochis Fitz Wealth Management June 2007 - September 2007
Education
Boston University 2007 — 2010
Certificate, Financial Planning and Services
California Polytechnic State University-San Luis Obispo 2005 — 2007
B.S., Business/Finance Concentration
Columbia College, Sonora CA 2002 — 2005
Associates' Degree, Mathematics
Anna Neal Anna Neal's Charles Schwab Experience 2009 - February 2011
Job Consultant at Evins Personnel Consultants, Inc
Industry Financial Services
Experience
Evins Personnel Consultants, Inc August 2012 - Present
Wells Fargo September 2011 - 2012
Charles Schwab 2009 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2008
Skills
Series 7
Education
Boston College 2006 — 2008
M.S., Administrative Studies
University of North Texas 1996 — 2000
B.A.
Evins Personnel Consultants, Inc August 2012 - Present
Wells Fargo September 2011 - 2012
Charles Schwab 2009 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2008
Skills
Series 7
Education
Boston College 2006 — 2008
M.S., Administrative Studies
University of North Texas 1996 — 2000
B.A.
Benjamin Otte Benjamin Otte's Charles Schwab Experience June 2014 - Present
Job Client Service Specialist at Charles Schwab
Industry Market Research
Experience
Charles Schwab June 2014 - Present
Wells Fargo September 2013 - June 2014
Wells Fargo March 2013 - September 2013
Starbucks March 2012 - October 2012
Biola University January 2012 - May 2012
Biola University August 2011 - December 2011
Grubb & Ellis / Idaho Commercial Group June 2011 - August 2011
Saint Alphonsus Regional Medical Center, Neurosurgery Office: Neuroscience Associates June 2009 - August 2009
Skills
Market Research, Marketing, Marketing Strategy, Data Analysis, Leadership, Microsoft Office, Time Management, Management, Advertising, Marketing Research
Education
Biola University 2008 — 2012
B.S, Business Administration; Marketing
Charles Schwab June 2014 - Present
Wells Fargo September 2013 - June 2014
Wells Fargo March 2013 - September 2013
Starbucks March 2012 - October 2012
Biola University January 2012 - May 2012
Biola University August 2011 - December 2011
Grubb & Ellis / Idaho Commercial Group June 2011 - August 2011
Saint Alphonsus Regional Medical Center, Neurosurgery Office: Neuroscience Associates June 2009 - August 2009
Skills
Market Research, Marketing, Marketing Strategy, Data Analysis, Leadership, Microsoft Office, Time Management, Management, Advertising, Marketing Research
Education
Biola University 2008 — 2012
B.S, Business Administration; Marketing
ben casebolt ben casebolt's Charles Schwab Experience July 2002 - Present
Job Senior Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2002 - Present
Charles Schwab 2003 - August 2015
LPL Financial 2003 - 2003
JG Creations Inc. 2001 - 2003
Northwestern Mutual/Robert W Baird Securities 1997 - 2001
West One Bank/US Bank 1993 - 1997
Education
Boise State University 1989 — 1993
BBA, Finance
Charles Schwab July 2002 - Present
Charles Schwab 2003 - August 2015
LPL Financial 2003 - 2003
JG Creations Inc. 2001 - 2003
Northwestern Mutual/Robert W Baird Securities 1997 - 2001
West One Bank/US Bank 1993 - 1997
Education
Boise State University 1989 — 1993
BBA, Finance
Maria Pasos-Nuñez Maria Pasos-Nuñez's Charles Schwab Experience September 2010 - February 2011
Job Parent Association Chair at Sterne School
Industry Internet
Experience
Sterne School August 2014 - Present
Notre Dame des Victoires June 2009 - 2014
Store Vantage September 2012 - July 2013
Santa.com August 2011 - August 2012
Beeline Partners October 2007 - August 2011
Charles Schwab September 2010 - February 2011
Charles Schwab October 2007 - April 2009
Blue Shield of California 2006 - 2007
Netcentives Inc. 1999 - 2001
World Bank / IFC 1996 - 1998
Skills
Management, Product Management, Marketing, Competitive Analysis, CRM, Product Marketing, Program Management, Sales, Cross-functional Team..., Strategy, Strategic Partnerships, Entrepreneurship, Business Development, Integrated Marketing, Multi-channel Marketing, Leadership, Enterprise Software, Contract Negotiation, Finance, Online Marketing, Business Transformation
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Stanford University 1991 — 1992
MA
Boston University 1982 — 1986
BS
Sterne School August 2014 - Present
Notre Dame des Victoires June 2009 - 2014
Store Vantage September 2012 - July 2013
Santa.com August 2011 - August 2012
Beeline Partners October 2007 - August 2011
Charles Schwab September 2010 - February 2011
Charles Schwab October 2007 - April 2009
Blue Shield of California 2006 - 2007
Netcentives Inc. 1999 - 2001
World Bank / IFC 1996 - 1998
Skills
Management, Product Management, Marketing, Competitive Analysis, CRM, Product Marketing, Program Management, Sales, Cross-functional Team..., Strategy, Strategic Partnerships, Entrepreneurship, Business Development, Integrated Marketing, Multi-channel Marketing, Leadership, Enterprise Software, Contract Negotiation, Finance, Online Marketing, Business Transformation
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Stanford University 1991 — 1992
MA
Boston University 1982 — 1986
BS
Adam Linn Adam Linn's Charles Schwab Experience March 1998 - April 2001
Job Founder at Story Behind The Store
Industry Entertainment
Experience
Story Behind The Store May 2012 - Present
Good Look Productions March 2004 - May 2012
Charles Schwab March 1998 - April 2001
Skills
Film, Social Networking, Digital Media, Online Advertising, Digital Marketing, Strategy, Marketing Strategy, Marketing Communications, Advertising, Video Production, Business Strategy, Strategic Planning, Digital Strategy, Research, Budgets, Mobile Marketing, Integrated Marketing, Creative Direction
Education
Harvard University 1990 — 1995
BA, Economics
Boston Latin School 1984 — 1990
Story Behind The Store May 2012 - Present
Good Look Productions March 2004 - May 2012
Charles Schwab March 1998 - April 2001
Skills
Film, Social Networking, Digital Media, Online Advertising, Digital Marketing, Strategy, Marketing Strategy, Marketing Communications, Advertising, Video Production, Business Strategy, Strategic Planning, Digital Strategy, Research, Budgets, Mobile Marketing, Integrated Marketing, Creative Direction
Education
Harvard University 1990 — 1995
BA, Economics
Boston Latin School 1984 — 1990
Kristen Sonntag's Charles Schwab Experience 1990 - 2000
Job Sales Assistant at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services January 2015 - Present
Merrill Lynch 2000 - 2008
Charles Schwab 1990 - 2000
Skills
Investments, Mutual Funds, Management, Retirement Planning, Life Insurance, Insurance, Customer Service, Series 7, Marketing, Wealth Management
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Boston College 1984 — 1988
Bachelor's degree, Speech Communications and Marketing
Capstone Partners Financial and Insurance Services January 2015 - Present
Merrill Lynch 2000 - 2008
Charles Schwab 1990 - 2000
Skills
Investments, Mutual Funds, Management, Retirement Planning, Life Insurance, Insurance, Customer Service, Series 7, Marketing, Wealth Management
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Boston College 1984 — 1988
Bachelor's degree, Speech Communications and Marketing
Barani Elango CSM Barani Elango CSM's Charles Schwab Experience November 2014 - Present
Job Sr Lead at Charles Schwab
Industry Computer Software
Experience
Charles Schwab November 2014 - Present
Virtusa June 2007 - November 2014
Virtusa June 2007 - June 2008
HCL Technologies December 2003 - April 2007
T-Melmax Sdn Bhd August 2002 - November 2003
Kale Consultants April 2000 - June 2002
hSenid Software International 1999 - 2000
Skills
Agile Project Management, Scrum, Agile Methodologies, Spring, Struts, Oracle, Tomcat, SOA, Web Services, SDLC, Java, Java Enterprise Edition, Requirements Analysis, Software Project..., JSP, Integration, Solution Architecture, HTML, Software Development, Unix, Design Patterns, SOAP, Servlets, Certified Scrum Master, Agile Coach, J2EE, Groovy, Velocity, MyBatis, Cognos SDK, Weblogic, Websphere, Verity K2, Visio, MS Project, Rally, Clarity, Eclipse/IntelliJ, Oracle SQL/PL/SQL, SQL Server, Unix/Windows, Banking/CRM/Healthcare..., Engagement Management, Leading Development..., MongoDB, Pre-sales, SharePoint, Business Analysis, Organizational..., Orga
Education
Bharathidasan University 2000 — 2002
Master's degree, Information Technology
National Institute of Information Technology 1996 — 2000
Prof Higher Diploma, Computer Programming
University of Madras 1994 — 1997
Bachelor's degree, Mathematics
Charles Schwab November 2014 - Present
Virtusa June 2007 - November 2014
Virtusa June 2007 - June 2008
HCL Technologies December 2003 - April 2007
T-Melmax Sdn Bhd August 2002 - November 2003
Kale Consultants April 2000 - June 2002
hSenid Software International 1999 - 2000
Skills
Agile Project Management, Scrum, Agile Methodologies, Spring, Struts, Oracle, Tomcat, SOA, Web Services, SDLC, Java, Java Enterprise Edition, Requirements Analysis, Software Project..., JSP, Integration, Solution Architecture, HTML, Software Development, Unix, Design Patterns, SOAP, Servlets, Certified Scrum Master, Agile Coach, J2EE, Groovy, Velocity, MyBatis, Cognos SDK, Weblogic, Websphere, Verity K2, Visio, MS Project, Rally, Clarity, Eclipse/IntelliJ, Oracle SQL/PL/SQL, SQL Server, Unix/Windows, Banking/CRM/Healthcare..., Engagement Management, Leading Development..., MongoDB, Pre-sales, SharePoint, Business Analysis, Organizational..., Orga
Education
Bharathidasan University 2000 — 2002
Master's degree, Information Technology
National Institute of Information Technology 1996 — 2000
Prof Higher Diploma, Computer Programming
University of Madras 1994 — 1997
Bachelor's degree, Mathematics
Christine Whitney Christine Whitney's Charles Schwab Experience May 2011 - Present
Job Compliance Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Prudential Financial March 2005 - April 2011
Education
University of Pittsburgh 1997 — 1998
Master of Business Administration (M.B.A.), Finance & Strategic Planning
Boston University 1988 — 1992
Bachelor's Degree, History & Education
Charles Schwab May 2011 - Present
Prudential Financial March 2005 - April 2011
Education
University of Pittsburgh 1997 — 1998
Master of Business Administration (M.B.A.), Finance & Strategic Planning
Boston University 1988 — 1992
Bachelor's Degree, History & Education
Patrick O'Neil's Charles Schwab Experience February 2010 - April 2012
Job VP / Group Account Director at IMM
Industry Marketing and Advertising
Experience
IMM September 2013 - Present
Factory Design Labs August 2012 - August 2013
Charles Schwab February 2010 - April 2012
McCann Worldgroup September 2002 - December 2009
SF Interactive April 2000 - October 2000
RTP (subsidary of Vail Resorts) May 1995 - April 2000
Skills
Digital Strategy, Online Advertising, Interactive Storytelling, Social Media Integration, Digital Media, emerging media, Mobile Marketing, Brand Developement, Online Video Marketing, Market Research, Marketing Communications, Brand Activation, Product Marketing, Media Planning, Agency Relationship..., Sports Marketing, Web Analytics, Creative Campaign..., Customer Acquisition, Strategic Partnerships, Team Leadership, New Media, Advertising, Brand Development, Content Strategy, CRM, Integrated Marketing
Education
Boston College 1989 — 1993
BA
Creighton Preparatory
IMM September 2013 - Present
Factory Design Labs August 2012 - August 2013
Charles Schwab February 2010 - April 2012
McCann Worldgroup September 2002 - December 2009
SF Interactive April 2000 - October 2000
RTP (subsidary of Vail Resorts) May 1995 - April 2000
Skills
Digital Strategy, Online Advertising, Interactive Storytelling, Social Media Integration, Digital Media, emerging media, Mobile Marketing, Brand Developement, Online Video Marketing, Market Research, Marketing Communications, Brand Activation, Product Marketing, Media Planning, Agency Relationship..., Sports Marketing, Web Analytics, Creative Campaign..., Customer Acquisition, Strategic Partnerships, Team Leadership, New Media, Advertising, Brand Development, Content Strategy, CRM, Integrated Marketing
Education
Boston College 1989 — 1993
BA
Creighton Preparatory
Alex Stophel Alex Stophel's Charles Schwab Experience June 2014 - March 2015
Job Software Engineer at TinderBox
Industry Computer Software
Experience
TinderBox March 2015 - Present
Bloc, Inc. May 2015 - Present
Charles Schwab June 2014 - March 2015
Charles Schwab November 2012 - June 2014
Skills
Customer Service, CSS3, Outlook, jQuery, HTML5, Ruby on Rails, JavaScript, Heroku, PostgreSQL, Ember.js, AngularJS, Node.js, XML, Database Design, MySQL, Agile Methodologies, Databases, SQL, Salesforce.com
Education
Bloc 2015 — 2015
Certificate, Full Stack Web Development
King College 2010 — 2012
Bachelor of Arts (B.A.), History, 3.75
Northeast State Community College 2008 — 2010
Associate of Arts (A.A.), History / Speech Communication, 3.83
TinderBox March 2015 - Present
Bloc, Inc. May 2015 - Present
Charles Schwab June 2014 - March 2015
Charles Schwab November 2012 - June 2014
Skills
Customer Service, CSS3, Outlook, jQuery, HTML5, Ruby on Rails, JavaScript, Heroku, PostgreSQL, Ember.js, AngularJS, Node.js, XML, Database Design, MySQL, Agile Methodologies, Databases, SQL, Salesforce.com
Education
Bloc 2015 — 2015
Certificate, Full Stack Web Development
King College 2010 — 2012
Bachelor of Arts (B.A.), History, 3.75
Northeast State Community College 2008 — 2010
Associate of Arts (A.A.), History / Speech Communication, 3.83
Leah Dicker's Charles Schwab Experience January 2009 - July 2009
Job Paralegal/Legal Research
Industry Legal Services
Experience
David B. Malik Esq. August 2012 - Present
Charles Schwab January 2009 - July 2009
Freedom Fitness November 2003 - January 2008
Dicker and Dicker Jewelers May 1982 - June 2004
Skills
Legal Assistance, Legal Research, Courts, Litigation, Civil Litigation, Mediation, Medical Malpractice, Trials, Pleadings, Litigation Support, Hearings, Notary Public, Personal Injury, Lexis, Westlaw, Medico-Legal Research, Records Review and..., Deposition Summary, Expert Report Review..., Jewelry Sales, Diamond Jewelry, Estate Jewelry, Designer Jewelry, Online Auctions, Auctions
Education
Boston University
Bachelor of Arts (B.A.), Psychology
Northeastern University
Master of Education (M.Ed.), Counseling
Cuyahoga Community College 2010 — 2012
Post Graduate Certificate, Paralegal Studies
David B. Malik Esq. August 2012 - Present
Charles Schwab January 2009 - July 2009
Freedom Fitness November 2003 - January 2008
Dicker and Dicker Jewelers May 1982 - June 2004
Skills
Legal Assistance, Legal Research, Courts, Litigation, Civil Litigation, Mediation, Medical Malpractice, Trials, Pleadings, Litigation Support, Hearings, Notary Public, Personal Injury, Lexis, Westlaw, Medico-Legal Research, Records Review and..., Deposition Summary, Expert Report Review..., Jewelry Sales, Diamond Jewelry, Estate Jewelry, Designer Jewelry, Online Auctions, Auctions
Education
Boston University
Bachelor of Arts (B.A.), Psychology
Northeastern University
Master of Education (M.Ed.), Counseling
Cuyahoga Community College 2010 — 2012
Post Graduate Certificate, Paralegal Studies
Corey Barnes CFP® Corey Barnes CFP®'s Charles Schwab Experience June 2015 - Present
Job Vice President, Branch Manager Charlotte, NC
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
UBS August 2013 - June 2015
Merrill Edge November 2011 - July 2013
Merrill Edge May 2011 - November 2011
Merrill Edge March 2007 - May 2011
Merrill Edge July 2001 - March 2007
Education
Jacksonville University 2007 — 2009
Master of Business Administration (MBA)
Bluffton University 1994 — 1998
Bachelor of Arts (B.A.)
Charles Schwab June 2015 - Present
UBS August 2013 - June 2015
Merrill Edge November 2011 - July 2013
Merrill Edge May 2011 - November 2011
Merrill Edge March 2007 - May 2011
Merrill Edge July 2001 - March 2007
Education
Jacksonville University 2007 — 2009
Master of Business Administration (MBA)
Bluffton University 1994 — 1998
Bachelor of Arts (B.A.)
Beth Cornell, MBA, CFP® Beth Cornell, MBA, CFP®'s Charles Schwab Experience November 1997 - December 2013
Job Senior Advisor at Shine Investment Advisory Services
Industry Financial Services
Experience
Shine Investment Advisory Services December 2014 - Present
Charles Schwab November 1997 - December 2013
Skills
Certified Financial..., Wealth Management, Retirement Planning, Series 7, Investments
Education
Boston University 1985 — 1987
Master of Business Administration (M.B.A.), Investments and Securities
Penn State University 1976 — 1980
Bachelor of Science, Dietetics and Clinical Nutrition Services
Shine Investment Advisory Services December 2014 - Present
Charles Schwab November 1997 - December 2013
Skills
Certified Financial..., Wealth Management, Retirement Planning, Series 7, Investments
Education
Boston University 1985 — 1987
Master of Business Administration (M.B.A.), Investments and Securities
Penn State University 1976 — 1980
Bachelor of Science, Dietetics and Clinical Nutrition Services
Charles Shields's Charles Schwab Experience September 1997 - December 2004
Job Principal Software Developer
Industry Information Technology and Services
Experience
Deltek, Inc. June 2015 - Present
InterMune October 2013 - April 2015
Applied Analytix April 2006 - September 2013
Charles Schwab September 1997 - December 2004
John Hancock Financial Services January 1995 - September 1997
Skills
Business Intelligence, Dimensional Modeling, Cognos, OLAP, SQL Programming, IBM Cognos TM1, IBM Cognos Insight, Systems Architecture, Data Warehousing, TM1, ETL, Business Intelligence..., SDLC, SQL, Data Modeling, Requirements Analysis, Project Management, ERP, Dashboard, Business Analysis, Analysis, Integration, Software Project..., Consulting, Management, Enterprise Software, Process Improvement, Enterprise Architecture, Analytics, Microsoft SQL Server, Finance, Databases, Business Process..., Requirements Gathering, Business Process, Software Development, PL/SQL, Financial Reporting, Data Analysis
Education
Boston University 1995 — 1997
Studies towards MS Computer Science
Saint Peter's College 1985 — 1988
Bachelor's degree, Business Administration and Management, General, 3.75
Deltek, Inc. June 2015 - Present
InterMune October 2013 - April 2015
Applied Analytix April 2006 - September 2013
Charles Schwab September 1997 - December 2004
John Hancock Financial Services January 1995 - September 1997
Skills
Business Intelligence, Dimensional Modeling, Cognos, OLAP, SQL Programming, IBM Cognos TM1, IBM Cognos Insight, Systems Architecture, Data Warehousing, TM1, ETL, Business Intelligence..., SDLC, SQL, Data Modeling, Requirements Analysis, Project Management, ERP, Dashboard, Business Analysis, Analysis, Integration, Software Project..., Consulting, Management, Enterprise Software, Process Improvement, Enterprise Architecture, Analytics, Microsoft SQL Server, Finance, Databases, Business Process..., Requirements Gathering, Business Process, Software Development, PL/SQL, Financial Reporting, Data Analysis
Education
Boston University 1995 — 1997
Studies towards MS Computer Science
Saint Peter's College 1985 — 1988
Bachelor's degree, Business Administration and Management, General, 3.75
Sourav Bhar Sourav Bhar's Charles Schwab Experience August 2008 - July 2010
Job Manager, Software Engineering at EMC
Industry Computer Software
Experience
EMC January 2015 - Present
EMC January 2012 - December 2014
EMC July 2010 - December 2011
Charles Schwab August 2008 - July 2010
Verizon Business November 2007 - July 2008
Quickstart Global May 2007 - November 2007
InteQ Corporation May 2005 - June 2007
Skills
JavaScript, Spring, Ext JS, PHP, Web Services, TFS, Distributed Systems, Oracle, Software Development, Java Enterprise Edition, Struts, Java, AJAX, Android, Architecture, Programming, Agile Methodologies, Linux, Software Engineering, Enterprise Architecture, Hibernate, XML, Ant, Tomcat, Unix, SOA, Perl, Design Patterns, Shell Scripting, Object Oriented Design, Scrum, SOAP, Unix Shell Scripting, Servlets, Software Design, Eclipse, Software Project..., SQL, Web Applications, REST, PL/SQL, JDBC, UML, JUnit, Requirements Analysis, Agile Project Management, Solution Architecture, Core Java, CVS, SDLC
Education
Bharati Vidyapeeth
Master of Business Administration (MBA), Information Technology
The Maharaja Sayajirao University of Baroda
Bachelor's degree, IT
EMC January 2015 - Present
EMC January 2012 - December 2014
EMC July 2010 - December 2011
Charles Schwab August 2008 - July 2010
Verizon Business November 2007 - July 2008
Quickstart Global May 2007 - November 2007
InteQ Corporation May 2005 - June 2007
Skills
JavaScript, Spring, Ext JS, PHP, Web Services, TFS, Distributed Systems, Oracle, Software Development, Java Enterprise Edition, Struts, Java, AJAX, Android, Architecture, Programming, Agile Methodologies, Linux, Software Engineering, Enterprise Architecture, Hibernate, XML, Ant, Tomcat, Unix, SOA, Perl, Design Patterns, Shell Scripting, Object Oriented Design, Scrum, SOAP, Unix Shell Scripting, Servlets, Software Design, Eclipse, Software Project..., SQL, Web Applications, REST, PL/SQL, JDBC, UML, JUnit, Requirements Analysis, Agile Project Management, Solution Architecture, Core Java, CVS, SDLC
Education
Bharati Vidyapeeth
Master of Business Administration (MBA), Information Technology
The Maharaja Sayajirao University of Baroda
Bachelor's degree, IT
Dan Bonkoski Dan Bonkoski's Charles Schwab Experience August 2008 - May 2013
Job Client Advisor at Denver Wealth Management
Industry Financial Services
Experience
Denver Wealth Management July 2015 - Present
Colorado Financial Service Corporation February 2015 - June 2015
Trust Company of America October 2013 - November 2014
Charles Schwab August 2008 - May 2013
Sackett Financial Group July 2006 - July 2008
Skills
Series 7, Series 63, Strategic Financial..., Relationship Management, Stock Trading, Operations Management, Pay Equity, Equity Plans, ESPP, Financial Advisory, Income Tax, Tax Preparation, Sales, Equity Trading, Trading Strategies, Investor Relations, Client Relations, Client Education, Customer Service
Education
Biola University 2002 — 2006
BS, International Business
Denver Wealth Management July 2015 - Present
Colorado Financial Service Corporation February 2015 - June 2015
Trust Company of America October 2013 - November 2014
Charles Schwab August 2008 - May 2013
Sackett Financial Group July 2006 - July 2008
Skills
Series 7, Series 63, Strategic Financial..., Relationship Management, Stock Trading, Operations Management, Pay Equity, Equity Plans, ESPP, Financial Advisory, Income Tax, Tax Preparation, Sales, Equity Trading, Trading Strategies, Investor Relations, Client Relations, Client Education, Customer Service
Education
Biola University 2002 — 2006
BS, International Business
Anthony Chiera, CEBS, AIF® Anthony Chiera, CEBS, AIF®'s Charles Schwab Experience October 2010 - Present
Job DirectorRetirement Investment Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2010 - Present
Charles Schwab March 2007 - October 2010
Charles Schwab August 2000 - March 2007
Deloitte August 1998 - August 2000
Skills
Investments, Mutual Funds, 401k, Retirement, Defined Contribution, Asset Allocation, Retirement Planning, Financial Services, Series 63, Series 7, Investment Advisory, Wealth Management, Pensions, Securities
Education
Boston University 2008 — 2010
Master of Science Human Resource Management, Management
The University of Akron 1992 — 1996
Bachelor of Science Finance, Finance
Charles Schwab October 2010 - Present
Charles Schwab March 2007 - October 2010
Charles Schwab August 2000 - March 2007
Deloitte August 1998 - August 2000
Skills
Investments, Mutual Funds, 401k, Retirement, Defined Contribution, Asset Allocation, Retirement Planning, Financial Services, Series 63, Series 7, Investment Advisory, Wealth Management, Pensions, Securities
Education
Boston University 2008 — 2010
Master of Science Human Resource Management, Management
The University of Akron 1992 — 1996
Bachelor of Science Finance, Finance
Nicholas J. Paul, CFA Nicholas J. Paul, CFA's Charles Schwab Experience 2000 - 2001
Job Director, Investment Product Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2010 - Present
Putnam Investments 2001 - March 2010
Charles Schwab 2000 - 2001
Skills
Alternative Investments, Asset Management, Fixed Income, Investments, Mutual Funds, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
M.B.A., Finance
West Virginia University 1992 — 1996
B.A.
MFS Investment Management March 2010 - Present
Putnam Investments 2001 - March 2010
Charles Schwab 2000 - 2001
Skills
Alternative Investments, Asset Management, Fixed Income, Investments, Mutual Funds, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
M.B.A., Finance
West Virginia University 1992 — 1996
B.A.
Christine Harrington Christine Harrington's Charles Schwab Experience December 1995 - April 2015
Job Experienced financial professional and leader
Industry Financial Services
Experience
Trust Sourcing Solutions, LLC April 2015 - September 2015
Charles Schwab December 1995 - April 2015
Skills
Management, Strategy, Leadership, Financial Services, Series 7, Investments, Customer Service, Financial Advisory, Securities, Banking
Education
Stetson University
BBA
Boston Latin School 1980 — 1986
Trust Sourcing Solutions, LLC April 2015 - September 2015
Charles Schwab December 1995 - April 2015
Skills
Management, Strategy, Leadership, Financial Services, Series 7, Investments, Customer Service, Financial Advisory, Securities, Banking
Education
Stetson University
BBA
Boston Latin School 1980 — 1986
Gil Heiman Gil Heiman's Charles Schwab Experience March 2004 - September 2004
Job Key Accounts Director at Clarizen, the Enterprise Work Collaboration Company
Industry Computer Software
Experience
Clarizen May 2014 - Present
Clarizen June 2013 - May 2014
Clarizen January 2009 - June 2013
Clarizen August 2007 - December 2008
Collanos Software Inc. November 2005 - August 2007
Oracle December 2004 - August 2005
Charles Schwab - Software Development 2004 - 2005
BEA Systems November 2004 - December 2004
Charles Schwab March 2004 - September 2004
Self March 2002 - March 2004
Skills
Online Advertising, SaaS, Business Development, Competitive Analysis, Professional Services, Web Analytics, Analytics, Product Marketing, Strategy, Go-to-market Strategy, E-commerce, Thought Leadership, Start-ups, Product Management, Business Strategy, User Experience, Account Management, Cloud Computing, Product Development, Sales, Enterprise Software, Product Requirements, Program Management, Project Management, Demand Generation, Mobile Devices, Marketing, Solution Selling, Customer Advocacy, Social Media, Business Analysis, Salesforce.com, Marketing Strategy, Strategic Partnerships, New Business Development, Lead Generation, Web Applications, Agile Methodologies, CRM, Sales Enablement, Strategic Planning, Integration, Entrepreneurship
Education
Boston University 1997 — 1999
MBA / MS-MIS, Information Technology and Business
Boston University Questrom School of Business 1997 — 1999
MBA, Business
Hebrew University 1991 — 1994
B.A., Japanese and Business
The Hebrew University 1991 — 1994
Japanese, Far Eastern Studies
Ironi Hertzelia 1982 — 1986
Clarizen May 2014 - Present
Clarizen June 2013 - May 2014
Clarizen January 2009 - June 2013
Clarizen August 2007 - December 2008
Collanos Software Inc. November 2005 - August 2007
Oracle December 2004 - August 2005
Charles Schwab - Software Development 2004 - 2005
BEA Systems November 2004 - December 2004
Charles Schwab March 2004 - September 2004
Self March 2002 - March 2004
Skills
Online Advertising, SaaS, Business Development, Competitive Analysis, Professional Services, Web Analytics, Analytics, Product Marketing, Strategy, Go-to-market Strategy, E-commerce, Thought Leadership, Start-ups, Product Management, Business Strategy, User Experience, Account Management, Cloud Computing, Product Development, Sales, Enterprise Software, Product Requirements, Program Management, Project Management, Demand Generation, Mobile Devices, Marketing, Solution Selling, Customer Advocacy, Social Media, Business Analysis, Salesforce.com, Marketing Strategy, Strategic Partnerships, New Business Development, Lead Generation, Web Applications, Agile Methodologies, CRM, Sales Enablement, Strategic Planning, Integration, Entrepreneurship
Education
Boston University 1997 — 1999
MBA / MS-MIS, Information Technology and Business
Boston University Questrom School of Business 1997 — 1999
MBA, Business
Hebrew University 1991 — 1994
B.A., Japanese and Business
The Hebrew University 1991 — 1994
Japanese, Far Eastern Studies
Ironi Hertzelia 1982 — 1986
Kashif Syed Kashif Syed's Charles Schwab Experience June 2011 - July 2013
Job Business Systems Analyst at TIAACREF
Industry Information Technology and Services
Experience
Cognizant Technology Solutions October 2013 - Present
TIAA-CREF October 2013 - Present
Bank of America July 2013 - October 2013
Infosys June 2006 - October 2013
Charles Schwab June 2011 - July 2013
Punj Lloyd Limited July 2005 - December 2005
Skills
Siebel, EAI, Requirements Gathering, PL/SQL, Oracle Applications, Requirements Analysis, Siebel 7.x, Oracle E-Business Suite, ERP Oracle, Solution Architecture, OBIEE, Siebel 8.x, Siebel Configuration, Certified Microsoft..., Oracle, Microsoft Dynamics, Microsoft Dynamics ERP, Microsoft Dynamics AX..., Global Delivery, Siebel Event Management, Cvent, Business Analysis, Consulting, SDLC, SQL, Software Project..., Testing
Education
Bharati Vidyapeeth 2001 — 2005
Bachelor of Engineering (B.E.), Mechanical
St Xavier School 1995 — 1999
Cognizant Technology Solutions October 2013 - Present
TIAA-CREF October 2013 - Present
Bank of America July 2013 - October 2013
Infosys June 2006 - October 2013
Charles Schwab June 2011 - July 2013
Punj Lloyd Limited July 2005 - December 2005
Skills
Siebel, EAI, Requirements Gathering, PL/SQL, Oracle Applications, Requirements Analysis, Siebel 7.x, Oracle E-Business Suite, ERP Oracle, Solution Architecture, OBIEE, Siebel 8.x, Siebel Configuration, Certified Microsoft..., Oracle, Microsoft Dynamics, Microsoft Dynamics ERP, Microsoft Dynamics AX..., Global Delivery, Siebel Event Management, Cvent, Business Analysis, Consulting, SDLC, SQL, Software Project..., Testing
Education
Bharati Vidyapeeth 2001 — 2005
Bachelor of Engineering (B.E.), Mechanical
St Xavier School 1995 — 1999
Jessica Wynne Jessica Wynne's Charles Schwab Experience 1999 - 2001
Job Real Estate at Sotheby's International Realty
Industry Real Estate
Experience
Sotheby's International Realty 2002 - Present
Charles Schwab 1999 - 2001
Robertson Stephens 1997 - 1999
Skills
Real Estate, Sellers, Buyers, Real Property, Property, Sales, Buyer Representation, Relocation, Condos, First Time Home Buyers, Single Family Homes, Short Sales, Listings, Investment Properties, New Home Sales
Education
Boston University 1994 — 1996
Master of Arts (MA), International Relations
American University of Paris 1990 — 1994
Bachelor of Arts (BA), International Relations
Sotheby's International Realty 2002 - Present
Charles Schwab 1999 - 2001
Robertson Stephens 1997 - 1999
Skills
Real Estate, Sellers, Buyers, Real Property, Property, Sales, Buyer Representation, Relocation, Condos, First Time Home Buyers, Single Family Homes, Short Sales, Listings, Investment Properties, New Home Sales
Education
Boston University 1994 — 1996
Master of Arts (MA), International Relations
American University of Paris 1990 — 1994
Bachelor of Arts (BA), International Relations
Ehab Bandar Ehab Bandar's Charles Schwab Experience March 2011 - December 2011
Job Instructor at Academy of Art University
Industry Internet
Experience
Academy of Art University August 2015 - Present
Visual Q July 2001 - Present
Foodfolio October 2010 - Present
EXTRACTABLE February 2012 - Present
Bank of the West July 2013 - July 2015
ZipRealty January 2012 - July 2013
Charles Schwab March 2011 - December 2011
Room 77 May 2010 - March 2011
Wells Fargo May 2009 - November 2010
Molecular September 2008 - May 2009
Skills
Product Design, User Experience, Interaction Design, Information Architecture, User Interface Design, Prototyping, User-centered Design, Information Design, Product Strategy, Product Management, Experience Design, Web Design, Usability, Start-ups, User Interface, User Experience Design, Mobile Applications, Digital Strategy, E-commerce, Brand Development, Creative Strategy, Branding & Identity, Entrepreneurship, Creative Direction
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MA, City and Regional Planning
Boston College 1991 — 1993
BA, Political Science
Academy of Art University August 2015 - Present
Visual Q July 2001 - Present
Foodfolio October 2010 - Present
EXTRACTABLE February 2012 - Present
Bank of the West July 2013 - July 2015
ZipRealty January 2012 - July 2013
Charles Schwab March 2011 - December 2011
Room 77 May 2010 - March 2011
Wells Fargo May 2009 - November 2010
Molecular September 2008 - May 2009
Skills
Product Design, User Experience, Interaction Design, Information Architecture, User Interface Design, Prototyping, User-centered Design, Information Design, Product Strategy, Product Management, Experience Design, Web Design, Usability, Start-ups, User Interface, User Experience Design, Mobile Applications, Digital Strategy, E-commerce, Brand Development, Creative Strategy, Branding & Identity, Entrepreneurship, Creative Direction
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MA, City and Regional Planning
Boston College 1991 — 1993
BA, Political Science
Heather pipa O'Leary Heather pipa O'Leary's Charles Schwab Experience June 2015 - Present
Job Sr Specialist, Investment Manager Research Support at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Southern New Hampshire University April 2015 - Present
Education
Boston University - School of Management 2010 — 2012
M.S.
Massachusetts Institute of Technology 1995 — 2001
B.S.
Charles Schwab June 2015 - Present
Southern New Hampshire University April 2015 - Present
Education
Boston University - School of Management 2010 — 2012
M.S.
Massachusetts Institute of Technology 1995 — 2001
B.S.
Kiran Addepalli Kiran Addepalli's Charles Schwab Experience June 2005 - January 2006
Job
Industry Information Technology and Services
Experience
Teradata March 2014 - August 2015
OpenGambit, LLC April 2008 - March 2015
Fidelity National Information Services January 2006 - May 2008
Charles Schwab June 2005 - January 2006
Centrata,Inc. October 2003 - June 2005
Euclid,Inc. July 2001 - October 2003
Kana,Inc June 2000 - June 2001
Riverstone Networks June 1996 - June 2000
Skills
Enterprise Architecture, SOA, Software Development, Enterprise Software, Agile Methodologies, Web Services, Java Enterprise Edition, PMP, Security, Requirements Analysis, Management, Project Management, Web Applications, Architecture, IT Service Management, Product Management, Software Project..., Cloud Computing, SaaS, Leadership, Mobile Applications, IT Strategy, Agile Project Management, Architectures, Hadoop, ElasticSearch
Education
BITS Pilani 2002 — 2004
MS, System Software
Birla Institute of Technology and Science, Pilani 1992 — 1996
B.E, Computer Science
Teradata March 2014 - August 2015
OpenGambit, LLC April 2008 - March 2015
Fidelity National Information Services January 2006 - May 2008
Charles Schwab June 2005 - January 2006
Centrata,Inc. October 2003 - June 2005
Euclid,Inc. July 2001 - October 2003
Kana,Inc June 2000 - June 2001
Riverstone Networks June 1996 - June 2000
Skills
Enterprise Architecture, SOA, Software Development, Enterprise Software, Agile Methodologies, Web Services, Java Enterprise Edition, PMP, Security, Requirements Analysis, Management, Project Management, Web Applications, Architecture, IT Service Management, Product Management, Software Project..., Cloud Computing, SaaS, Leadership, Mobile Applications, IT Strategy, Agile Project Management, Architectures, Hadoop, ElasticSearch
Education
BITS Pilani 2002 — 2004
MS, System Software
Birla Institute of Technology and Science, Pilani 1992 — 1996
B.E, Computer Science
Robert DeNicola Jr. Robert DeNicola Jr.'s Charles Schwab Experience September 1999 - December 2002
Job Divisional Sales Manager at Medicomp Inc.
Industry Medical Devices
Experience
Medicomp Inc. September 2013 - Present
Timm Medical Technologies November 2012 - May 2013
MEDA November 2010 - November 2012
MEDA December 2011 - July 2012
MEDA November 2010 - January 2012
Vivus Inc May 2008 - November 2010
Verus Pharmaceuticals June 2005 - March 2008
Schering March 2003 - May 2005
Charles Schwab September 1999 - December 2002
Fidelity Investments June 1998 - August 1999
Skills
Urology, Management, Marketing, Medical Devices, Account Management, Pharmaceutical Sales, Cardiology, OB/GYN, Hospital Sales, Pulmonology, Endocrinology, Managed Care, Sales Operations, Training, ENT, Product Launch, Business Development, Sales Management, Sales Force Development, Sales, Allergy, Sales Effectiveness, Pharmaceutical Industry, Selling Skills, Leadership, Oncology, Selling, Sales Presentations, Cold Calling, New Business Development, Rheumatology, Biotechnology
Education
Merrimack College 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
University of Phoenix 2009 — 2012
Master's degree, Management
Boston College 1993 — 1994
Medicomp Inc. September 2013 - Present
Timm Medical Technologies November 2012 - May 2013
MEDA November 2010 - November 2012
MEDA December 2011 - July 2012
MEDA November 2010 - January 2012
Vivus Inc May 2008 - November 2010
Verus Pharmaceuticals June 2005 - March 2008
Schering March 2003 - May 2005
Charles Schwab September 1999 - December 2002
Fidelity Investments June 1998 - August 1999
Skills
Urology, Management, Marketing, Medical Devices, Account Management, Pharmaceutical Sales, Cardiology, OB/GYN, Hospital Sales, Pulmonology, Endocrinology, Managed Care, Sales Operations, Training, ENT, Product Launch, Business Development, Sales Management, Sales Force Development, Sales, Allergy, Sales Effectiveness, Pharmaceutical Industry, Selling Skills, Leadership, Oncology, Selling, Sales Presentations, Cold Calling, New Business Development, Rheumatology, Biotechnology
Education
Merrimack College 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
University of Phoenix 2009 — 2012
Master's degree, Management
Boston College 1993 — 1994
Jamal Gallow's Charles Schwab Experience August 1998 - December 2001
Job Investment Associate at David Meltzer & Associates
Industry Entertainment
Experience
David Meltzer & Associates April 2014 - June 2014
Merrill Lynch December 2012 - April 2014
Merrill Lynch June 2012 - December 2012
REAL D October 2010 - May 2012
Warner Bros. Entertainment Group of Companies August 2004 - May 2010
Pepperdine University March 2002 - June 2004
Charles Schwab August 1998 - December 2001
Skills
Accounting, Financial Analysis, Excel, Access, Analysis, Investments, Entertainment, Financial Sector, Microsoft Excel, Strategic Financial..., Financial Services, Process Improvement, Customer Service, Outlook, Financial Reporting, Microsoft Word, Microsoft Office, Finance, Strategic Planning, Research, PowerPoint, Team Building, Sales, Business Strategy, Business Planning, Insurance, Banking, Business Analysis, Leadership, Public Speaking, Credit, Risk Management, Coaching, Forecasting, Management, Portfolio Management, Marketing, Training, Asset Management, Mergers & Acquisitions, Small Business, Team Leadership, Due Diligence, Business Development, Data Analysis, Project Management, Negotiation, Auditing, Strategy, Corporate Finance
Education
Antioch University Los Angeles 2004 — 2008
BA, Liberal Arts with an emphasis on Business
Boston College 1991 — 1993
Business Administration and Management, General
David Meltzer & Associates April 2014 - June 2014
Merrill Lynch December 2012 - April 2014
Merrill Lynch June 2012 - December 2012
REAL D October 2010 - May 2012
Warner Bros. Entertainment Group of Companies August 2004 - May 2010
Pepperdine University March 2002 - June 2004
Charles Schwab August 1998 - December 2001
Skills
Accounting, Financial Analysis, Excel, Access, Analysis, Investments, Entertainment, Financial Sector, Microsoft Excel, Strategic Financial..., Financial Services, Process Improvement, Customer Service, Outlook, Financial Reporting, Microsoft Word, Microsoft Office, Finance, Strategic Planning, Research, PowerPoint, Team Building, Sales, Business Strategy, Business Planning, Insurance, Banking, Business Analysis, Leadership, Public Speaking, Credit, Risk Management, Coaching, Forecasting, Management, Portfolio Management, Marketing, Training, Asset Management, Mergers & Acquisitions, Small Business, Team Leadership, Due Diligence, Business Development, Data Analysis, Project Management, Negotiation, Auditing, Strategy, Corporate Finance
Education
Antioch University Los Angeles 2004 — 2008
BA, Liberal Arts with an emphasis on Business
Boston College 1991 — 1993
Business Administration and Management, General
Elise Brady Elise Brady's Charles Schwab Experience September 1997 - December 2001
Job Netsuite Implementation Consultant / Owner of Montessori Evolution LLC DBA Where Am I?
Industry Education Management
Experience
Spartina 449 2014 - Present
Montessori Evolution LLC DBA Where Am I? August 2013 - Present
Velocitek January 2012 - May 2013
Montessori Hale O Keiki July 2011 - May 2012
Montessori Hale O Keiki July 2010 - June 2011
Washington Montessori School July 2006 - June 2010
Montessori School of Redding July 2003 - January 2010
Charles Schwab September 1997 - December 2001
Fidelity Investments March 1992 - August 1997
Skills
Educational Leadership, Digital Portfolios, Google Apps for..., Strategic Financial..., Project Management, Cloud Computing, Large-Scale Budget &..., Business Workflows, Business Development, Management, SaaS
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, International Finance
McGill University 1982 — 1986
BA, Economics & Math
TollGate Highschool 1978 — 1982
Spartina 449 2014 - Present
Montessori Evolution LLC DBA Where Am I? August 2013 - Present
Velocitek January 2012 - May 2013
Montessori Hale O Keiki July 2011 - May 2012
Montessori Hale O Keiki July 2010 - June 2011
Washington Montessori School July 2006 - June 2010
Montessori School of Redding July 2003 - January 2010
Charles Schwab September 1997 - December 2001
Fidelity Investments March 1992 - August 1997
Skills
Educational Leadership, Digital Portfolios, Google Apps for..., Strategic Financial..., Project Management, Cloud Computing, Large-Scale Budget &..., Business Workflows, Business Development, Management, SaaS
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
MBA, International Finance
McGill University 1982 — 1986
BA, Economics & Math
TollGate Highschool 1978 — 1982
Tobby Silver Tobby Silver's Charles Schwab Experience January 1997 - March 1999
Job District Training Manager with Southeast Totota Distributors at JM Family Enterprises
Industry Automotive
Experience
JM Family Enterprises, Inc. / Southeast Toyota Distributors August 2013 - Present
JM Family Enterprises March 2012 - August 2013
LPL Financial October 2010 - March 2012
TL Silver, Incorporated April 2008 - March 2012
Silver Insurance & Financial Group, Inc. April 1999 - May 2008
Charles Schwab January 1997 - March 1999
Skills
Investments, Insurance, Small Business, Financial Services, Risk Management, Portfolio Management, Retirement Planning, Mutual Funds, Management, Analysis, Business Development, Retirement, Strategic Financial..., Business Strategy, Public Speaking, Disability Insurance, Dealer Track, Automotive Sales..., Business Process..., Budgets, Training, Sales, Leadership, Business Planning, Coaching, Managerial Finance, Asset Management, Finance, Marketing Strategy, Customer Satisfaction, Life Insurance, Marketing, Entrepreneurship
Education
Binghamton University 1985 — 1988
Broome Community College 1983 — 1987
Associates, Business Administration
JM Family Enterprises, Inc. / Southeast Toyota Distributors August 2013 - Present
JM Family Enterprises March 2012 - August 2013
LPL Financial October 2010 - March 2012
TL Silver, Incorporated April 2008 - March 2012
Silver Insurance & Financial Group, Inc. April 1999 - May 2008
Charles Schwab January 1997 - March 1999
Skills
Investments, Insurance, Small Business, Financial Services, Risk Management, Portfolio Management, Retirement Planning, Mutual Funds, Management, Analysis, Business Development, Retirement, Strategic Financial..., Business Strategy, Public Speaking, Disability Insurance, Dealer Track, Automotive Sales..., Business Process..., Budgets, Training, Sales, Leadership, Business Planning, Coaching, Managerial Finance, Asset Management, Finance, Marketing Strategy, Customer Satisfaction, Life Insurance, Marketing, Entrepreneurship
Education
Binghamton University 1985 — 1988
Broome Community College 1983 — 1987
Associates, Business Administration
Glenn Brown, MBA, CFP® Glenn Brown, MBA, CFP®'s Charles Schwab Experience 1995 - 2002
Job Managing Director at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management February 2013 - Present
Schwab Institutional 2011 - 2013
Bank of America Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Investment Services at Sovereign Bank October 2002 - March 2005
Charles Schwab 1995 - 2002
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Executive Management, Global Tactical Asset..., ETFs, Portfolio Performance..., Alternative Investments, Asset Managment, Product Marketing, Product Management, Institutional Sales, Investment Strategies, Registered Investment..., Custodial Services, RIA, Wealth Management, Asset Allocation, Financial Markets, Finance, Series 65, Series 9/10, Series 7, Series 63, Life & Health Insurance..., Asset Management, Investment Management, FINRA, Variable Annuities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Finance, Organization Studies
University of New Hampshire 1988 — 1992
BA, Communications
Windhaven Investment Management February 2013 - Present
Schwab Institutional 2011 - 2013
Bank of America Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Investment Services at Sovereign Bank October 2002 - March 2005
Charles Schwab 1995 - 2002
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Executive Management, Global Tactical Asset..., ETFs, Portfolio Performance..., Alternative Investments, Asset Managment, Product Marketing, Product Management, Institutional Sales, Investment Strategies, Registered Investment..., Custodial Services, RIA, Wealth Management, Asset Allocation, Financial Markets, Finance, Series 65, Series 9/10, Series 7, Series 63, Life & Health Insurance..., Asset Management, Investment Management, FINRA, Variable Annuities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Finance, Organization Studies
University of New Hampshire 1988 — 1992
BA, Communications
Geoffrey S. Rink's Charles Schwab Experience 2000 - 2001
Job Student at Colorado Christian University
Industry Financial Services
Experience
Colorado Christian University August 2014 - Present
Rink Financial Planning, LLC. September 2010 - December 2013
Westerra Financial Advisors 2002 - 2010
Charles Schwab 2000 - 2001
Aspen Investment Alliance 1995 - 2000
Foster Jeffries Co, Inc. 1992 - 1995
US Army October 1986 - June 1991
Skills
Investments, Strategic Planning, Due Diligence, Financial Analysis, Asset Managment, Portfolio Management, Business Strategy, Equities, Strategic Financial...
Education
Metropolitan State University of Denver 1997 — 2002
Bachelor of Science (B.S.), Management, Minor in Economics
Boston University 2008 — 2008
Certificate in Financial Planning
Colorado Christian University August 2014 - Present
Rink Financial Planning, LLC. September 2010 - December 2013
Westerra Financial Advisors 2002 - 2010
Charles Schwab 2000 - 2001
Aspen Investment Alliance 1995 - 2000
Foster Jeffries Co, Inc. 1992 - 1995
US Army October 1986 - June 1991
Skills
Investments, Strategic Planning, Due Diligence, Financial Analysis, Asset Managment, Portfolio Management, Business Strategy, Equities, Strategic Financial...
Education
Metropolitan State University of Denver 1997 — 2002
Bachelor of Science (B.S.), Management, Minor in Economics
Boston University 2008 — 2008
Certificate in Financial Planning
Jayson Pooler's Charles Schwab Experience October 2014 - Present
Job Senior Business Intelligence Developer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab October 2014 - Present
Janus Capital Group June 2011 - October 2014
Kronos 2005 - 2011
CIBER, Inc. 2004 - 2005
Brown & Toland Medical Group 2000 - 2004
Aetna 1994 - 2000
Skills
Oracle, Business Intelligence..., Data Warehousing, Analysis, Business Intelligence, Cognos, Crystal Reports, PL/SQL, SQL, Microsoft SQL Server, Databases, Informatica, Business Requirements, ETL, Toad, Business Objects, Requirements Gathering, Requirements Analysis, OLAP, Database Design, T-SQL, Visio, Performance Tuning, Oracle E-Business Suite, Access, Cognos ReportNet, Systems Analysis, Data Modeling, Business Analysis, Relational Databases, Solution Architecture, Dashboard, Unix, Star Schema, Analytics, Data Quality, IT Strategy, Autosys, Cubes, Data Marts, JavaScript, Agile Methodologies, Integration
Education
Boston University 2006 — 2010
MS, Computer Information Systems
Providence College 1989 — 1993
BS, Health Policy and Management
Winslow High School 1986 — 1989
Charles Schwab October 2014 - Present
Janus Capital Group June 2011 - October 2014
Kronos 2005 - 2011
CIBER, Inc. 2004 - 2005
Brown & Toland Medical Group 2000 - 2004
Aetna 1994 - 2000
Skills
Oracle, Business Intelligence..., Data Warehousing, Analysis, Business Intelligence, Cognos, Crystal Reports, PL/SQL, SQL, Microsoft SQL Server, Databases, Informatica, Business Requirements, ETL, Toad, Business Objects, Requirements Gathering, Requirements Analysis, OLAP, Database Design, T-SQL, Visio, Performance Tuning, Oracle E-Business Suite, Access, Cognos ReportNet, Systems Analysis, Data Modeling, Business Analysis, Relational Databases, Solution Architecture, Dashboard, Unix, Star Schema, Analytics, Data Quality, IT Strategy, Autosys, Cubes, Data Marts, JavaScript, Agile Methodologies, Integration
Education
Boston University 2006 — 2010
MS, Computer Information Systems
Providence College 1989 — 1993
BS, Health Policy and Management
Winslow High School 1986 — 1989
Heather Carpenter's Charles Schwab Experience April 2013 - Present
Job Product Management/Marketing & Communications Partner
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Charles Schwab February 2012 - April 2013
Mighty Leaf Tea Company March 2009 - November 2011
Charles Schwab March 2008 - March 2009
Oracle September 2007 - January 2008
Market-Partners, Inc 1999 - 2001
Skills
Product Marketing, Email Marketing, Marketing Communications, Project Management, Product Development, Strategic Partnerships, Online Marketing, Management, Account Management, Business Development, Marketing, Marketing Strategy, Cross-functional Team..., Direct Marketing, Integrated Marketing, Web Analytics, Strategy, Sales, SEO, Entrepreneurship, Demand Generation, B2B Marketing, Social Media, Creative Direction, E-commerce, Trade Shows, Segmentation, Competitive Analysis, Brand Development, Partner Relationship..., Marcom Strategic..., Cost Controls/Budget..., Team-Building &..., Vendor & Agency..., Research & Data Analyses, Sales Collateral..., Branding/Messaging/Posit..., New Product Launches, Salesforce.com, CRM, Analytics, Lead Generation, Product Management, Leadership, Financial Services, Strategic Planning, Digital Marketing, Budgets
Education
Blue Mountain Community College
University of Oregon
Charles Schwab April 2013 - Present
Charles Schwab February 2012 - April 2013
Mighty Leaf Tea Company March 2009 - November 2011
Charles Schwab March 2008 - March 2009
Oracle September 2007 - January 2008
Market-Partners, Inc 1999 - 2001
Skills
Product Marketing, Email Marketing, Marketing Communications, Project Management, Product Development, Strategic Partnerships, Online Marketing, Management, Account Management, Business Development, Marketing, Marketing Strategy, Cross-functional Team..., Direct Marketing, Integrated Marketing, Web Analytics, Strategy, Sales, SEO, Entrepreneurship, Demand Generation, B2B Marketing, Social Media, Creative Direction, E-commerce, Trade Shows, Segmentation, Competitive Analysis, Brand Development, Partner Relationship..., Marcom Strategic..., Cost Controls/Budget..., Team-Building &..., Vendor & Agency..., Research & Data Analyses, Sales Collateral..., Branding/Messaging/Posit..., New Product Launches, Salesforce.com, CRM, Analytics, Lead Generation, Product Management, Leadership, Financial Services, Strategic Planning, Digital Marketing, Budgets
Education
Blue Mountain Community College
University of Oregon
Gary Cremeens Gary Cremeens's Charles Schwab Experience July 2012 - June 2013
Job Sr. Consultant, Technical Communications at Capgemini
Industry Computer Software
Experience
Capgemini August 2013 - Present
Charles Schwab July 2012 - June 2013
TSYS May 2011 - June 2012
IBM, contract Information Developer (Technical Writer), through SDI March 2005 - January 2011
Tru-Colors August 2003 - November 2004
OneName Corporation November 2001 - May 2002
CacheFlow Inc. October 1999 - August 2001
Digital Equipment Corporation November 1979 - November 1999
Skills
Visio, Technical Writing, Software Documentation, DITA, Online Help, Project Management, XP, Technical Communication, RoboHelp, Project Planning, Training Delivery, Technical Documentation, FrameMaker, Unix, SharePoint, SnagIt, Troubleshooting, Training, Manuals, Testing, Integration, Captivate
Education
Boston University
Bachelor's Degree, Business Administration
Mount Wachusett Community College
Associate's, Electrical Engineering
Capgemini August 2013 - Present
Charles Schwab July 2012 - June 2013
TSYS May 2011 - June 2012
IBM, contract Information Developer (Technical Writer), through SDI March 2005 - January 2011
Tru-Colors August 2003 - November 2004
OneName Corporation November 2001 - May 2002
CacheFlow Inc. October 1999 - August 2001
Digital Equipment Corporation November 1979 - November 1999
Skills
Visio, Technical Writing, Software Documentation, DITA, Online Help, Project Management, XP, Technical Communication, RoboHelp, Project Planning, Training Delivery, Technical Documentation, FrameMaker, Unix, SharePoint, SnagIt, Troubleshooting, Training, Manuals, Testing, Integration, Captivate
Education
Boston University
Bachelor's Degree, Business Administration
Mount Wachusett Community College
Associate's, Electrical Engineering
Imad Succari's Charles Schwab Experience September 2002 - July 2011
Job
Industry Financial Services
Experience
DIRECTV February 2013 - Present
Capital Group August 2011 - February 2013
Charles Schwab September 2002 - July 2011
Thomson Learning - The Gale Group November 2001 - May 2002
12 Entrepreneuring Inc March 2000 - November 2001
iBuilding 2000 - 2001
Cygent September 1999 - March 2000
Scient February 1998 - September 1999
Cambridge Technology Partners April 1995 - January 1998
Skills
Java, SOA, SOAP, REST, Web Applications, Application Architecture, Integration Architecture, Enterprise Architecture, Agile Methodologies, RUP Methodologies, Design Patterns, Technical Leadership, Enterprise Content..., SaaS, Software Development, ANSI C, Linux, WebSphere MQ, JMS, Requirements Gathering, Cloud Computing IaaS, Eagle PACE, CQ5, Start-ups, Unix, Perl, Oracle RAC, SQL, Team Mentoring, XML, Solution Architecture, Java Enterprise Edition, Enterprise Software, Architecture
Education
Boston University 1991 — 1995
B.A.
DIRECTV February 2013 - Present
Capital Group August 2011 - February 2013
Charles Schwab September 2002 - July 2011
Thomson Learning - The Gale Group November 2001 - May 2002
12 Entrepreneuring Inc March 2000 - November 2001
iBuilding 2000 - 2001
Cygent September 1999 - March 2000
Scient February 1998 - September 1999
Cambridge Technology Partners April 1995 - January 1998
Skills
Java, SOA, SOAP, REST, Web Applications, Application Architecture, Integration Architecture, Enterprise Architecture, Agile Methodologies, RUP Methodologies, Design Patterns, Technical Leadership, Enterprise Content..., SaaS, Software Development, ANSI C, Linux, WebSphere MQ, JMS, Requirements Gathering, Cloud Computing IaaS, Eagle PACE, CQ5, Start-ups, Unix, Perl, Oracle RAC, SQL, Team Mentoring, XML, Solution Architecture, Java Enterprise Edition, Enterprise Software, Architecture
Education
Boston University 1991 — 1995
B.A.
Abel Oonnoonny's Charles Schwab Experience 2013 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Fidelity Investments September 2010 - 2013
Fidelity Investments December 2007 - September 2010
Fidelity Investments January 2007 - November 2007
Fidelity Investments April 2006 - December 2006
Fidelity Investments April 2004 - March 2006
The White House 1997 - 1997
Education
Boston University - School of Management 1994 — 1998
BSBA, International Management
Charles Schwab 2013 - Present
Fidelity Investments September 2010 - 2013
Fidelity Investments December 2007 - September 2010
Fidelity Investments January 2007 - November 2007
Fidelity Investments April 2006 - December 2006
Fidelity Investments April 2004 - March 2006
The White House 1997 - 1997
Education
Boston University - School of Management 1994 — 1998
BSBA, International Management
Marilee Moy's Charles Schwab Experience 2003 - 2005
Job HR Leader (acting) at Echelon, an internet of things company
Industry Human Resources
Experience
Echelon 2014 - Present
M2 Squared 2013 - Present
Questcor, acquired by Mallinckrodt Pharmaceuticals 2012 - 2013
Nikon Precision Inc. 2005 - 2012
Charles Schwab 2003 - 2005
Genentech, Inc. 2002 - 2003
Satmetrix Systems 2001 - 2001
Abbott Laboratories 1991 - 2001
Johnson & Johnson 1987 - 1991
Skills
Succession Planning, Talent Acquisition, Performance Management, Organizational..., Human Resources, Employee Relations, Talent Management, Employee Engagement, Team Building, Program Management, Leadership, Organizational Design, Deferred Compensation, Recruiting, Interviews, Personnel Management, HRIS, Organizational..., Process Improvement, Applicant Tracking..., Change Management, Strategy, Technical Recruiting, Management, Coaching, Onboarding, Mergers & Acquisitions, Temporary Placement, Workforce Planning, College Recruiting, Compensation & Benefit, Employee Benefits, Benefits Administration, Employee Training, Management Development, Executive Coaching, Sourcing, Training, HR Consulting, Hiring, HR Transformation, Leadership Development
Education
Boston College
Bachelor of Arts (B.A.), Communications
Buckingham Browne & Nichols
High School, College Preparatory
Golden Gate, Boston College
MBA, General management
Echelon 2014 - Present
M2 Squared 2013 - Present
Questcor, acquired by Mallinckrodt Pharmaceuticals 2012 - 2013
Nikon Precision Inc. 2005 - 2012
Charles Schwab 2003 - 2005
Genentech, Inc. 2002 - 2003
Satmetrix Systems 2001 - 2001
Abbott Laboratories 1991 - 2001
Johnson & Johnson 1987 - 1991
Skills
Succession Planning, Talent Acquisition, Performance Management, Organizational..., Human Resources, Employee Relations, Talent Management, Employee Engagement, Team Building, Program Management, Leadership, Organizational Design, Deferred Compensation, Recruiting, Interviews, Personnel Management, HRIS, Organizational..., Process Improvement, Applicant Tracking..., Change Management, Strategy, Technical Recruiting, Management, Coaching, Onboarding, Mergers & Acquisitions, Temporary Placement, Workforce Planning, College Recruiting, Compensation & Benefit, Employee Benefits, Benefits Administration, Employee Training, Management Development, Executive Coaching, Sourcing, Training, HR Consulting, Hiring, HR Transformation, Leadership Development
Education
Boston College
Bachelor of Arts (B.A.), Communications
Buckingham Browne & Nichols
High School, College Preparatory
Golden Gate, Boston College
MBA, General management
Alissa Carter's Charles Schwab Experience April 2013 - December 2014
Job VP, IT Business Tech Specialist at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
Charles Schwab April 2013 - December 2014
Text100 April 2007 - April 2013
THUNDER FACTORY October 2006 - April 2007
Voce Communications October 2005 - October 2006
Market Resource Partners September 2004 - August 2005
Skills
Community Management, Public Relations, Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Press Releases, Crisis Communications, Marketing Communications, Management, Strategy, Marketing, Social Media, Event Management, Integrated Marketing, Blogging, Social Networking
Education
Boston University 1999 — 2003
BS
Citi December 2014 - Present
Charles Schwab April 2013 - December 2014
Text100 April 2007 - April 2013
THUNDER FACTORY October 2006 - April 2007
Voce Communications October 2005 - October 2006
Market Resource Partners September 2004 - August 2005
Skills
Community Management, Public Relations, Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Press Releases, Crisis Communications, Marketing Communications, Management, Strategy, Marketing, Social Media, Event Management, Integrated Marketing, Blogging, Social Networking
Education
Boston University 1999 — 2003
BS
Andrea Thoreson's Charles Schwab Experience 2002 - 2005
Job Past President Seattle Chapter of ARCS Foundation
Industry Internet
Experience
Seattle Chapter of ARCS Foundation July 2014 - Present
Seattle Art Museum 2008 - Present
Christie's Great Estates 2007 - 2008
Sotheby's International Realty 2006 - 2007
Charles Schwab 2002 - 2005
ShareBuilder 1999 - 2001
Safeco 1997 - 1999
Education
Boston College 1992 — 1996
B.A., Economics
Bush School 1979 — 1992
K-12
Seattle Chapter of ARCS Foundation July 2014 - Present
Seattle Art Museum 2008 - Present
Christie's Great Estates 2007 - 2008
Sotheby's International Realty 2006 - 2007
Charles Schwab 2002 - 2005
ShareBuilder 1999 - 2001
Safeco 1997 - 1999
Education
Boston College 1992 — 1996
B.A., Economics
Bush School 1979 — 1992
K-12
Bhavani Radhakrishnan's Charles Schwab Experience July 2014 - Present
Job Senior Manager, Business Strategy
Industry Management Consulting
Experience
Charles Schwab July 2014 - Present
Wells Fargo, Women Team Member Network July 2013 - July 2014
Wells Fargo, Wealth Management August 2012 - July 2014
Wells Fargo, Wealth Brokerage and Retirement December 2009 - August 2012
Wells Fargo Bank, Wealth Management Group March 2008 - December 2009
Micron Technology January 2007 - March 2008
Dell January 2006 - August 2006
Oracle 2003 - July 2005
Skills
Strategy, Business Intelligence, Analytics, Data Analysis, SQL, Business Process..., Business Strategy, Business Analytics, Designs, Data, Strategy Formulation, scope/roadmap..., requirements/functional..., Data Analytics, Quantitative Modeling, data design, Reporting, Strategic Planning, Financial Modeling, Essbase, M&A / LBO Analysis, Investment Management, Business Analysis, Competitive Analysis, Regression Testing, Data Mining
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA, Strategy & Finance
Texas A&M University 2005 — 2006
MS, Management Information Systems
Birla Institute of Technology and Science, Pilani 1999 — 2003
BE(Hons), Electrical & Electronics Engineering
sboa
High School, Mathematics and Science
Charles Schwab July 2014 - Present
Wells Fargo, Women Team Member Network July 2013 - July 2014
Wells Fargo, Wealth Management August 2012 - July 2014
Wells Fargo, Wealth Brokerage and Retirement December 2009 - August 2012
Wells Fargo Bank, Wealth Management Group March 2008 - December 2009
Micron Technology January 2007 - March 2008
Dell January 2006 - August 2006
Oracle 2003 - July 2005
Skills
Strategy, Business Intelligence, Analytics, Data Analysis, SQL, Business Process..., Business Strategy, Business Analytics, Designs, Data, Strategy Formulation, scope/roadmap..., requirements/functional..., Data Analytics, Quantitative Modeling, data design, Reporting, Strategic Planning, Financial Modeling, Essbase, M&A / LBO Analysis, Investment Management, Business Analysis, Competitive Analysis, Regression Testing, Data Mining
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA, Strategy & Finance
Texas A&M University 2005 — 2006
MS, Management Information Systems
Birla Institute of Technology and Science, Pilani 1999 — 2003
BE(Hons), Electrical & Electronics Engineering
sboa
High School, Mathematics and Science
Shannon (Green) McKenna's Charles Schwab Experience August 2002 - December 2004
Job Senior Financial Advisor at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management January 2013 - Present
Shepherd Kaplan LLC July 2006 - January 2013
Shepherd Kaplan July 2006 - January 2013
Charles Schwab & Co., Inc. January 2005 - July 2006
Charles Schwab August 2002 - December 2004
Charles Schwab October 1999 - August 2002
SalesLink August 1998 - August 1999
Skills
Retirement Planning, Investments, Wealth, Wealth Management..., High Net Worth..., Investment Advisory, 401k, Retirement, Alternative Investments, Pensions, Asset Managment, Portfolio Management, Defined Benefit, Series 7, Series 63, Uniform Combined State..., Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Financial Services, Financial Advisory, Asset Management
Education
Saint Michael's College 1994 — 1998
BA
Boston University 2008 — 2010
CFP
Congress Wealth Management January 2013 - Present
Shepherd Kaplan LLC July 2006 - January 2013
Shepherd Kaplan July 2006 - January 2013
Charles Schwab & Co., Inc. January 2005 - July 2006
Charles Schwab August 2002 - December 2004
Charles Schwab October 1999 - August 2002
SalesLink August 1998 - August 1999
Skills
Retirement Planning, Investments, Wealth, Wealth Management..., High Net Worth..., Investment Advisory, 401k, Retirement, Alternative Investments, Pensions, Asset Managment, Portfolio Management, Defined Benefit, Series 7, Series 63, Uniform Combined State..., Hedge Funds, Private Equity, Mutual Funds, Wealth Management, Financial Services, Financial Advisory, Asset Management
Education
Saint Michael's College 1994 — 1998
BA
Boston University 2008 — 2010
CFP
Allan Rysin's Charles Schwab Experience August 2014 - Present
Job Senior Software Developer (Contractor) at Charles Schwab
Industry Computer Software
Experience
Charles Schwab August 2014 - Present
Progressive Insurance February 2014 - August 2014
Lockheed Martin July 2011 - January 2014
Lockheed Martin August 2008 - July 2011
National Financial Partners May 2007 - August 2007
Hillel of Binghamton October 2005 - August 2007
NYC Office of Management and Budget June 2006 - August 2006
NYC Office of Management and Budget June 2005 - August 2005
Binghamton University September 2004 - May 2005
Skills
SDLC, Software Development, Microsoft SQL Server, C#, .NET, SQL, SharePoint, Databases, HTML, Microsoft Office, Access, Database Design, SSRS, Management, SQL Server, Teradata, SSIS
Education
Carnegie Mellon University 2009 — 2012
Masters, IT Management
State University of New York at Binghamton 2007 — 2008
MBA, Leadership and Consulting
State University of New York at Binghamton 2003 — 2007
BS, Computer Science
Charles Schwab August 2014 - Present
Progressive Insurance February 2014 - August 2014
Lockheed Martin July 2011 - January 2014
Lockheed Martin August 2008 - July 2011
National Financial Partners May 2007 - August 2007
Hillel of Binghamton October 2005 - August 2007
NYC Office of Management and Budget June 2006 - August 2006
NYC Office of Management and Budget June 2005 - August 2005
Binghamton University September 2004 - May 2005
Skills
SDLC, Software Development, Microsoft SQL Server, C#, .NET, SQL, SharePoint, Databases, HTML, Microsoft Office, Access, Database Design, SSRS, Management, SQL Server, Teradata, SSIS
Education
Carnegie Mellon University 2009 — 2012
Masters, IT Management
State University of New York at Binghamton 2007 — 2008
MBA, Leadership and Consulting
State University of New York at Binghamton 2003 — 2007
BS, Computer Science
Tim Bogan's Charles Schwab Experience 1997 - 2006
Job Chief Audit Executive at Lending Club
Industry Financial Services
Experience
Lending Club July 2014 - Present
Freddie Mac January 2011 - July 2014
Council for Responsible Nutrition February 2010 - December 2010
Levi Strauss 2006 - 2009
Charles Schwab 1997 - 2006
Bogan Group 1992 - 1997
Skills
CPA, Certified Financial..., Certified Information..., Certified in Financial..., Financial Audits, Forensic Accounting, Internal Controls, Auditing, Financial Analysis, Internal Audit, Financial Risk, Sarbanes-Oxley Act, Finance, Financial Reporting, Governance, Sarbanes-Oxley, Risk Assessment, IT Audit, Strategic Financial..., Risk Management, Financial Services, Enterprise Risk..., Operational Risk..., Process Improvement, CISA, COSO, Due Diligence, US GAAP, Business Process..., Financial Modeling, Executive Management, SAS70, Operational Risk, SEC filings, External Audit, Fraud, Mergers & Acquisitions, Corporate Governance, Treasury Management, SOX 404, Acquisition Integration, Revenue Recognition, Corporate Finance, Consolidation, Managerial Finance, Valuation, Assurance, Hyperion Enterprise, Treasury, Cash Management
Education
Boston College
Bachelor of Science (BS), Accounting
Lending Club July 2014 - Present
Freddie Mac January 2011 - July 2014
Council for Responsible Nutrition February 2010 - December 2010
Levi Strauss 2006 - 2009
Charles Schwab 1997 - 2006
Bogan Group 1992 - 1997
Skills
CPA, Certified Financial..., Certified Information..., Certified in Financial..., Financial Audits, Forensic Accounting, Internal Controls, Auditing, Financial Analysis, Internal Audit, Financial Risk, Sarbanes-Oxley Act, Finance, Financial Reporting, Governance, Sarbanes-Oxley, Risk Assessment, IT Audit, Strategic Financial..., Risk Management, Financial Services, Enterprise Risk..., Operational Risk..., Process Improvement, CISA, COSO, Due Diligence, US GAAP, Business Process..., Financial Modeling, Executive Management, SAS70, Operational Risk, SEC filings, External Audit, Fraud, Mergers & Acquisitions, Corporate Governance, Treasury Management, SOX 404, Acquisition Integration, Revenue Recognition, Corporate Finance, Consolidation, Managerial Finance, Valuation, Assurance, Hyperion Enterprise, Treasury, Cash Management
Education
Boston College
Bachelor of Science (BS), Accounting
Adam Nohava's Charles Schwab Experience June 2003 - June 2005
Job Network Operations Command Center at Insight
Industry Information Technology and Services
Experience
Insight January 2015 - Present
ASAP MANAGEMENT November 2011 - 2014
Morgan Stanley June 2005 - January 2006
Charles Schwab June 2003 - June 2005
Skills
Portfolio Management, Management, Investments, Financial Services, Banking, Equities, Business Analysis
Education
Boston University 2006 — 2007
Banking, Corporate, Finance, and Securities Law
Mesa Community College
Network and System Administration/Administrator
Insight January 2015 - Present
ASAP MANAGEMENT November 2011 - 2014
Morgan Stanley June 2005 - January 2006
Charles Schwab June 2003 - June 2005
Skills
Portfolio Management, Management, Investments, Financial Services, Banking, Equities, Business Analysis
Education
Boston University 2006 — 2007
Banking, Corporate, Finance, and Securities Law
Mesa Community College
Network and System Administration/Administrator
Catherine Alexander's Charles Schwab Experience June 2004 - Present
Job ResultsDriven Marketing Professional
Industry Financial Services
Experience
Charles Schwab June 2004 - Present
Synergy Direct Marketing Solutions November 2002 - June 2004
InfoCision Management Corporation November 1991 - November 2002
Education
The University of Akron 1990 — 1991
M.B.A., Finance
The University of Akron 1986 — 1989
B.S.B.A., Marketing
Boston University 1985 — 1986
Journalism
Charles Schwab June 2004 - Present
Synergy Direct Marketing Solutions November 2002 - June 2004
InfoCision Management Corporation November 1991 - November 2002
Education
The University of Akron 1990 — 1991
M.B.A., Finance
The University of Akron 1986 — 1989
B.S.B.A., Marketing
Boston University 1985 — 1986
Journalism
Angela Hawkins's Charles Schwab Experience 1993 - 1994
Job Management Recruiter at California Pacific Medical Center
Industry Hospital & Health Care
Experience
California Pacific Medical Center March 2007 - Present
Sutter Health 2007 - Present
California Pacific Medical Center - Sutter Health 2007 - Present
M Squared, Inc. 1994 - 2006
M Squared Consulting, Inc. 1994 - 2005
Charles Schwab 1993 - 1994
GATX 1977 - 1982
Education
Boston University
California Pacific Medical Center March 2007 - Present
Sutter Health 2007 - Present
California Pacific Medical Center - Sutter Health 2007 - Present
M Squared, Inc. 1994 - 2006
M Squared Consulting, Inc. 1994 - 2005
Charles Schwab 1993 - 1994
GATX 1977 - 1982
Education
Boston University
Thomas Aycock's Charles Schwab Experience January 1994 - August 2002
Job Attorney at Law, Aycock Law Office, P.C.
Industry Legal Services
Experience
Aycock Law Office, P.C. June 2005 - Present
Charles Schwab January 1994 - August 2002
U.S. Army March 1991 - June 1991
Skills
Bankruptcy, Insurance, Real Estate, Civil Litigation, Estate Planning, Commercial Litigation, Personal Injury, Legal Research, Mediation, Litigation, Public Speaking, Legal Writing, Legal Assistance, Business Planning, Corporate Law, Arbitration, Legal Advice, Appeals
Education
Valparaiso University School of Law 2002 — 2005
Juris Doctor, Law
Boston University 1992 — 1993
Master's degree, Business Administration and Management, General
Louisiana State University 1986 — 1990
Bachelor's degree, Finance
Aycock Law Office, P.C. June 2005 - Present
Charles Schwab January 1994 - August 2002
U.S. Army March 1991 - June 1991
Skills
Bankruptcy, Insurance, Real Estate, Civil Litigation, Estate Planning, Commercial Litigation, Personal Injury, Legal Research, Mediation, Litigation, Public Speaking, Legal Writing, Legal Assistance, Business Planning, Corporate Law, Arbitration, Legal Advice, Appeals
Education
Valparaiso University School of Law 2002 — 2005
Juris Doctor, Law
Boston University 1992 — 1993
Master's degree, Business Administration and Management, General
Louisiana State University 1986 — 1990
Bachelor's degree, Finance
Brooke Bedingfield's Charles Schwab Experience 2008 - 2012
Job Executive Director at Aspen Education Foundation
Industry Nonprofit Organization Management
Experience
Aspen Education Foundation 2015 - Present
Brown University 2013 - 2015
Fidelity Investments 2012 - 2014
Charles Schwab 2008 - 2012
College Track 2006 - 2007
BNY Mellon 2005 - 2006
Learned Spanish, traveled Europe 2003 - 2004
Fleet Financial 1998 - 2004
Fidelity Investments 1990 - 1998
AC Goode & Co Inc 1988 - 1990
Skills
Portfolio Management, Asset Management, Wealth Management, Separately Managed..., Unified Managed Accounts, Alternative Investments, Equities, Mutual Funds, Sales, Relationship Management, Team Management, Product Development, Marketing Communications, Business Strategy, Strategic Partnerships, Nonprofits, Planned Giving, Events, Major Gift Development, Grant Writing, Management, Fundraising, Investments
Education
Boston University - School of Management
Master of Business Administration (M.B.A.), Executive Program
Harvard University
Radcliffe Graduate Management Seminars Program
Northeastern University
Bachelor's Degree, English
YogaWorks
Yoga Teacher Training/Yoga Therapy, Mill Valley, CA
Aspen Education Foundation 2015 - Present
Brown University 2013 - 2015
Fidelity Investments 2012 - 2014
Charles Schwab 2008 - 2012
College Track 2006 - 2007
BNY Mellon 2005 - 2006
Learned Spanish, traveled Europe 2003 - 2004
Fleet Financial 1998 - 2004
Fidelity Investments 1990 - 1998
AC Goode & Co Inc 1988 - 1990
Skills
Portfolio Management, Asset Management, Wealth Management, Separately Managed..., Unified Managed Accounts, Alternative Investments, Equities, Mutual Funds, Sales, Relationship Management, Team Management, Product Development, Marketing Communications, Business Strategy, Strategic Partnerships, Nonprofits, Planned Giving, Events, Major Gift Development, Grant Writing, Management, Fundraising, Investments
Education
Boston University - School of Management
Master of Business Administration (M.B.A.), Executive Program
Harvard University
Radcliffe Graduate Management Seminars Program
Northeastern University
Bachelor's Degree, English
YogaWorks
Yoga Teacher Training/Yoga Therapy, Mill Valley, CA
Alex Wren's Charles Schwab Experience February 1999 - June 2004
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2008 - Present
Morgan Stanley February 2008 - September 2008
Lehman Brothers June 2004 - February 2008
Charles Schwab February 1999 - June 2004
WATERHOUSE SECURITIES June 1996 - February 1999
Skills
Asset Management, Customer Service, Management, Process Improvement, Wealth Management, Finance, Series 63, Sales, Series 7, Mutual Funds, Securities, Investment Advisory, Cross-functional Team..., Options, Bonds, Asset Allocation, ETFs, Equities
Education
Binghamton University 1993 — 1995
BS, Marketing
State University of New York at Delhi 1991 — 1993
AAS, Business Admin
Roslyn HS 1988 — 1991
Scottrade September 2008 - Present
Morgan Stanley February 2008 - September 2008
Lehman Brothers June 2004 - February 2008
Charles Schwab February 1999 - June 2004
WATERHOUSE SECURITIES June 1996 - February 1999
Skills
Asset Management, Customer Service, Management, Process Improvement, Wealth Management, Finance, Series 63, Sales, Series 7, Mutual Funds, Securities, Investment Advisory, Cross-functional Team..., Options, Bonds, Asset Allocation, ETFs, Equities
Education
Binghamton University 1993 — 1995
BS, Marketing
State University of New York at Delhi 1991 — 1993
AAS, Business Admin
Roslyn HS 1988 — 1991
Abhijeet Karjodkar's Charles Schwab Experience January 2013 - September 2013
Job Business Analyst with MphasiS USA
Industry Information Technology and Services
Experience
Mphasis April 2008 - Present
Mphasis September 2013 - Present
Charles Schwab January 2013 - September 2013
LPL Financial January 2012 - December 2012
Westpac September 2011 - December 2011
Citi July 2009 - September 2011
Mphasis August 2008 - June 2009
Vodafone April 2008 - July 2008
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Gap Analysis, Software Project..., User Acceptance Testing, Business Requirements, Business Process, Capital Markets, Business Process Design, Process Consulting, Management, Financial Services, Portfolio Management, Agile Methodologies, Risk Management, Business Resilience, Analysis, Banking, Testing, Business Process..., Management Consulting, SQL, Software Development, Oracle, Finance, Financial Analysis, Databases, Analytics, Financial Risk, Investment Banking
Education
The ICFAI University, Dehradun 2006 — 2008
MBA, Finance
Bharati Vidyapeeth 1999 — 2003
BE, Mechanical
Mphasis April 2008 - Present
Mphasis September 2013 - Present
Charles Schwab January 2013 - September 2013
LPL Financial January 2012 - December 2012
Westpac September 2011 - December 2011
Citi July 2009 - September 2011
Mphasis August 2008 - June 2009
Vodafone April 2008 - July 2008
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Gap Analysis, Software Project..., User Acceptance Testing, Business Requirements, Business Process, Capital Markets, Business Process Design, Process Consulting, Management, Financial Services, Portfolio Management, Agile Methodologies, Risk Management, Business Resilience, Analysis, Banking, Testing, Business Process..., Management Consulting, SQL, Software Development, Oracle, Finance, Financial Analysis, Databases, Analytics, Financial Risk, Investment Banking
Education
The ICFAI University, Dehradun 2006 — 2008
MBA, Finance
Bharati Vidyapeeth 1999 — 2003
BE, Mechanical
Bruce Wile's Charles Schwab Experience Senior Production ArtistCharles Schwab Creative Services Division2001 - Present
Job Print Production Artist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Senior Production ArtistCharles Schwab Creative Services Division2001 - Present
Education
Boston University
Charles Schwab Senior Production ArtistCharles Schwab Creative Services Division2001 - Present
Education
Boston University
Joseph B. Burger, CRPC®, ARPC®, AIF®'s Charles Schwab Experience September 2003 - June 2005
Job Sr. Relationship Manager, Retirement BusinessServices/Advisors Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Advisor Services (Retirement Business Services) 2003 - Present
Charles Schwab September 2003 - June 2005
Charles Schwab November 1995 - September 2003
Skills
Mutual Funds, Series 7, Series 63, Retirement, Retirement Planning, Investments, Wealth Management, Financial Services, Asset Allocation, Investment Advisory, Portfolio Management, Relationship Management
Education
Washington University School of Medicine, St Louis, MO 1970 — 1972
Master of Health Care Administration, Comprehensive Health Planning
Boston University 1962 — 1966
Bachelor of Science, Public Relations/Communications for Public & Health Care Institutions
Charles Schwab Advisor Services (Retirement Business Services) 2003 - Present
Charles Schwab September 2003 - June 2005
Charles Schwab November 1995 - September 2003
Skills
Mutual Funds, Series 7, Series 63, Retirement, Retirement Planning, Investments, Wealth Management, Financial Services, Asset Allocation, Investment Advisory, Portfolio Management, Relationship Management
Education
Washington University School of Medicine, St Louis, MO 1970 — 1972
Master of Health Care Administration, Comprehensive Health Planning
Boston University 1962 — 1966
Bachelor of Science, Public Relations/Communications for Public & Health Care Institutions
Albert Li, CISSP, PMP's Charles Schwab Experience 1994 - 1996
Job Consultant
Industry Financial Services
Experience
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
Posey, Ken's Charles Schwab Experience 1997 - 2001
Job Owner/Consultant at Poseymusic
Industry Computer Software
Experience
Poseymusic August 2013 - Present
Nady Systems May 2008 - August 2013
Avid Technology March 2005 - August 2007
IODA 2004 - 2005
Charles Schwab 1997 - 2001
Fritz Companies 1992 - 1996
Downey Savings 1989 - 1992
PepsiCo - Quaker Oats 1981 - 1989
Baxter International Inc. 1979 - 1981
Skills
Sound, Audio Engineering, Music Production, Music Industry, Music, Management, Professional Audio, Sales, Social Media Marketing, Recording, Social Media, Integration, Songwriting, Product Marketing, Marketing Strategy, Testing, Strategic Planning, Customer Service, Video, HTML, Event Management, Online Marketing, Live Sound, Logic Pro, Social Networking, Software Development, Linux, Graphic Design, Marketing, Piano, Entertainment, Facebook, Marketing Communications, Photoshop, Digital Media, New Media, Blogging, Pro Tools, Systems Analysis, IT systems development, Quality Control, Web Development, Audio Post Production, Event Planning, Microsoft Excel, New Business Development, Microsoft Office, PowerPoint, IT Operations, Front-end Development
Education
Western Illinois University 1999 — 2003
Bachelors of Liberal Art, Computer Science
San Francisco State University 2002 — 2005
MRI, Music Recording Industry
City College of San Francisco 2013 — 2015
Certificate in Web Applications Development, Computer Science
San Francisco State University 2002 — 2004
Certifcate in Client Server Development, Computer Science
General Assembly 2015 — 2015
Web design circuit
Bloc 2015 — 2015
Rails Web Development
Poseymusic August 2013 - Present
Nady Systems May 2008 - August 2013
Avid Technology March 2005 - August 2007
IODA 2004 - 2005
Charles Schwab 1997 - 2001
Fritz Companies 1992 - 1996
Downey Savings 1989 - 1992
PepsiCo - Quaker Oats 1981 - 1989
Baxter International Inc. 1979 - 1981
Skills
Sound, Audio Engineering, Music Production, Music Industry, Music, Management, Professional Audio, Sales, Social Media Marketing, Recording, Social Media, Integration, Songwriting, Product Marketing, Marketing Strategy, Testing, Strategic Planning, Customer Service, Video, HTML, Event Management, Online Marketing, Live Sound, Logic Pro, Social Networking, Software Development, Linux, Graphic Design, Marketing, Piano, Entertainment, Facebook, Marketing Communications, Photoshop, Digital Media, New Media, Blogging, Pro Tools, Systems Analysis, IT systems development, Quality Control, Web Development, Audio Post Production, Event Planning, Microsoft Excel, New Business Development, Microsoft Office, PowerPoint, IT Operations, Front-end Development
Education
Western Illinois University 1999 — 2003
Bachelors of Liberal Art, Computer Science
San Francisco State University 2002 — 2005
MRI, Music Recording Industry
City College of San Francisco 2013 — 2015
Certificate in Web Applications Development, Computer Science
San Francisco State University 2002 — 2004
Certifcate in Client Server Development, Computer Science
General Assembly 2015 — 2015
Web design circuit
Bloc 2015 — 2015
Rails Web Development
Carlos Ortea's Charles Schwab Experience July 2007 - July 2009
Job Investment Associate at Prudential Real Estate Investors
Industry Research
Experience
Prudential Real Estate Investors May 2014 - Present
Property & Portfolio Research October 2010 - May 2014
Charles Schwab July 2007 - July 2009
Skills
Real Estate Transactions, Investments, Real Estate, Commercial Real Estate, Market Research, Analysis, Real Estate Economics, Econometrics, Economics, Microsoft Excel, Valuation, Research, Graphic Design, Advertising, Real Estate Development, Financial Analysis, Investment Properties
Education
Boston University 2009 — 2010
MA Economics, MA
Florida State University 2000 — 2004
Bachelor of Arts (BA), Economics
Prudential Real Estate Investors May 2014 - Present
Property & Portfolio Research October 2010 - May 2014
Charles Schwab July 2007 - July 2009
Skills
Real Estate Transactions, Investments, Real Estate, Commercial Real Estate, Market Research, Analysis, Real Estate Economics, Econometrics, Economics, Microsoft Excel, Valuation, Research, Graphic Design, Advertising, Real Estate Development, Financial Analysis, Investment Properties
Education
Boston University 2009 — 2010
MA Economics, MA
Florida State University 2000 — 2004
Bachelor of Arts (BA), Economics
Midge Kayfez's Charles Schwab Experience 1991 - 2002
Job Technology Teacher at Hays high school
Industry Education Management
Experience
Hays High School August 2010 - Present
Kenilworth Junior High 2008 - 2009
Novato Unified School District August 2007 - June 2008
Charles Schwab 1991 - 2002
Charles Schwab 1991 - 2002
Education
Binghamton University 1977 — 1981
B.A., Political Science
Dominican University of California
Hays High School August 2010 - Present
Kenilworth Junior High 2008 - 2009
Novato Unified School District August 2007 - June 2008
Charles Schwab 1991 - 2002
Charles Schwab 1991 - 2002
Education
Binghamton University 1977 — 1981
B.A., Political Science
Dominican University of California
Fred Speck's Charles Schwab Experience November 1997 - January 2005
Job 9R Baseball
Industry Apparel & Fashion
Experience
Niner BB, LLC April 2012 - Present
Vintage Sports Shirt Club October 2014 - February 2015
Pixolux Ink April 2014 - February 2015
TSO Signature Apparel April 2013 - February 2014
Inside Pitch, LLC December 2004 - March 2012
Elite Fitness June 2006 - December 2009
Charles Schwab November 1997 - January 2005
Alby Baseball & Softball Club April 1996 - September 1997
Sundsvall Baseball & Softball Club April 1992 - September 1995
Skills
Sports, Coaching, Custom Apparel, Sports Teams Uniforms, Baseball, Sports Management, Athletics, Sports Marketing, Social Media, Team Building, Event Planning, Customer Service, Microsoft Office, Account Management, Sales Management, Team Leadership, Financial Markets, Brokerage, Supervisory Management, Operations Management, District Management, Promotional, Sales, Marketing, Process Scheduler, Budgets, Retail, Social Networking, Apparel
Education
Biola University 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Niner BB, LLC April 2012 - Present
Vintage Sports Shirt Club October 2014 - February 2015
Pixolux Ink April 2014 - February 2015
TSO Signature Apparel April 2013 - February 2014
Inside Pitch, LLC December 2004 - March 2012
Elite Fitness June 2006 - December 2009
Charles Schwab November 1997 - January 2005
Alby Baseball & Softball Club April 1996 - September 1997
Sundsvall Baseball & Softball Club April 1992 - September 1995
Skills
Sports, Coaching, Custom Apparel, Sports Teams Uniforms, Baseball, Sports Management, Athletics, Sports Marketing, Social Media, Team Building, Event Planning, Customer Service, Microsoft Office, Account Management, Sales Management, Team Leadership, Financial Markets, Brokerage, Supervisory Management, Operations Management, District Management, Promotional, Sales, Marketing, Process Scheduler, Budgets, Retail, Social Networking, Apparel
Education
Biola University 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Beth Petr's Charles Schwab Experience 1984 - 1988
Job Assistant to the Superintendent & School Committees
Industry Education Management
Experience
Acton-Boxborough Regional School District July 2009 - Present
Beth's List (non-profit) 1998 - Present
Education Development Center August 2007 - June 2009
Charles Schwab 1984 - 1988
Skills
Program Development, Non-profits, Social Networking, Nonprofits, Public Speaking, Event Management, Team Building, Social Services, Grant Writing, Leadership, Educational Leadership, Teacher Training, Management, Special Education, Learning Disabilities, Tutoring, Administration, Policy, Data Analysis, Marketing Strategy, Sales
Education
Boston College 1978 — 1982
BS, Marketing, French
Acton-Boxborough Regional School District July 2009 - Present
Beth's List (non-profit) 1998 - Present
Education Development Center August 2007 - June 2009
Charles Schwab 1984 - 1988
Skills
Program Development, Non-profits, Social Networking, Nonprofits, Public Speaking, Event Management, Team Building, Social Services, Grant Writing, Leadership, Educational Leadership, Teacher Training, Management, Special Education, Learning Disabilities, Tutoring, Administration, Policy, Data Analysis, Marketing Strategy, Sales
Education
Boston College 1978 — 1982
BS, Marketing, French
Glenn Breslin's Charles Schwab Experience 2000 - 2000
Job Software Test Manager at Delta Dental
Industry Information Technology and Services
Experience
Delta Dental June 2005 - Present
PMI Mortgage Insurance Co. 2004 - 2005
Charles Schwab 2000 - 2000
AAA 1997 - 2000
Spherion Technology 1993 - 1997
Bank of America 1989 - 1993
Skills
Quality Center, User Acceptance Testing, SDLC, ClearQuest, Testing, Quality Assurance, Test Planning, Test Management, Test Cases, Software Quality..., System Testing, Test Strategy, Integration Testing, Business Requirements, Waterfall, Requirements Gathering, Software Documentation, Test Automation, Integration, Agile Testing, Release Management, Manual Testing, Regression Testing, Defect Tracking, LoadRunner, System Integration..., Black Box Testing, Performance Testing, Functional Testing, Agile Methodologies, WinRunner, Requirements Analysis, Selenium, RUP, JIRA
Education
University of California, Berkeley
Certificate In Information Systems (10 College Level Information Systems Classes), Information Systems, A
San Francisco State University, College of Business
Master of Business Administration (MBA), Business Administration and Management, General
Binghamton University - School of Management
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Delta Dental June 2005 - Present
PMI Mortgage Insurance Co. 2004 - 2005
Charles Schwab 2000 - 2000
AAA 1997 - 2000
Spherion Technology 1993 - 1997
Bank of America 1989 - 1993
Skills
Quality Center, User Acceptance Testing, SDLC, ClearQuest, Testing, Quality Assurance, Test Planning, Test Management, Test Cases, Software Quality..., System Testing, Test Strategy, Integration Testing, Business Requirements, Waterfall, Requirements Gathering, Software Documentation, Test Automation, Integration, Agile Testing, Release Management, Manual Testing, Regression Testing, Defect Tracking, LoadRunner, System Integration..., Black Box Testing, Performance Testing, Functional Testing, Agile Methodologies, WinRunner, Requirements Analysis, Selenium, RUP, JIRA
Education
University of California, Berkeley
Certificate In Information Systems (10 College Level Information Systems Classes), Information Systems, A
San Francisco State University, College of Business
Master of Business Administration (MBA), Business Administration and Management, General
Binghamton University - School of Management
Bachelor of Business Administration (B.B.A.), Accounting and Finance
elisabeth sampson's Charles Schwab Experience
Job Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Series 7, Series 63, Series 9/10, series 66
Education
Boston College 1982 — 1985
BA
Charles Schwab
Skills
Series 7, Series 63, Series 9/10, series 66
Education
Boston College 1982 — 1985
BA
William LeFevre's Charles Schwab Experience 1998 - 2002
Job Experienced Relocation Professional
Industry Consumer Services
Experience
Isaac's Moving and Storage November 2006 - Present
Centre Realy Group June 2004 - Present
Charles Schwab 1998 - 2002
Fidelity Investments 1995 - 1998
Education
Boston University 1983 — 1991
Bachelor of Science, Business Admistration/Human Resource Management
Isaac's Moving and Storage November 2006 - Present
Centre Realy Group June 2004 - Present
Charles Schwab 1998 - 2002
Fidelity Investments 1995 - 1998
Education
Boston University 1983 — 1991
Bachelor of Science, Business Admistration/Human Resource Management
Janet F. Chapman, CIPP's Charles Schwab Experience 1989 - 2008
Job SVP, Chief Privacy Officer and Manager, UB Compliance Group, Union Bank
Industry Financial Services
Experience
Union Bank May 2009 - Present
International Association of Privacy Professionals 2004 - Present
The Financial Services Roundtable 2010 - 2012
Chapman Privacy Solutions January 2009 - April 2009
Bay Area Consulting Group September 2008 - December 2008
Charles Schwab 1989 - 2008
Skills
Integration, Risk Management, Data Privacy, Program Management, Leadership, Privacy Law, Privacy Compliance, Internal Audit, Management, Enterprise Risk..., Strategy, Strategic Planning, Policy, Policy Analysis, Financial Services, Governance, Corporate Governance, Information Security..., Public Speaking, Access, Mergers & Acquisitions
Education
Boston University Questrom School of Business
MBA, Business Policy
Union Bank May 2009 - Present
International Association of Privacy Professionals 2004 - Present
The Financial Services Roundtable 2010 - 2012
Chapman Privacy Solutions January 2009 - April 2009
Bay Area Consulting Group September 2008 - December 2008
Charles Schwab 1989 - 2008
Skills
Integration, Risk Management, Data Privacy, Program Management, Leadership, Privacy Law, Privacy Compliance, Internal Audit, Management, Enterprise Risk..., Strategy, Strategic Planning, Policy, Policy Analysis, Financial Services, Governance, Corporate Governance, Information Security..., Public Speaking, Access, Mergers & Acquisitions
Education
Boston University Questrom School of Business
MBA, Business Policy
Jessica Sutton's Charles Schwab Experience May 2014 - September 2014
Job Grants Manager at Pacific Foundation Services
Industry Civic & Social Organization
Experience
Charles Schwab May 2014 - September 2014
Bernstein Global Wealth Management October 2013 - April 2014
KIPP Bay Area Schools July 2012 - June 2013
KIPP Bay Area Schools September 2010 - July 2012
HandsOn Bay Area January 2009 - August 2010
Skills
Nonprofits, Research, Volunteer Management, Project Planning, Program Management, Grants, Community Outreach, Leadership, Non-profits, Data Analysis, Fundraising
Education
Boston University
Bachelor of Arts
University of Exeter - Junior
Bachelor of Arts (BA)
Charles Schwab May 2014 - September 2014
Bernstein Global Wealth Management October 2013 - April 2014
KIPP Bay Area Schools July 2012 - June 2013
KIPP Bay Area Schools September 2010 - July 2012
HandsOn Bay Area January 2009 - August 2010
Skills
Nonprofits, Research, Volunteer Management, Project Planning, Program Management, Grants, Community Outreach, Leadership, Non-profits, Data Analysis, Fundraising
Education
Boston University
Bachelor of Arts
University of Exeter - Junior
Bachelor of Arts (BA)
Douglas Kaminski's Charles Schwab Experience September 2005 - Present
Job Vice President Sr. Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab September 2005 - Present
Education
Boston University Questrom School of Business
BS, Business Administration
Charles Schwab September 2005 - Present
Education
Boston University Questrom School of Business
BS, Business Administration
Catherine Fitzpatrick's Charles Schwab Experience 2011 - 2012
Job Owner, The Fitzpatrick Business Group, Ltd.
Industry Management Consulting
Experience
The Fitzpatrick Business Group, Ltd. August 2000 - Present
Applied Industrial Art, Inc. 2013 - 2014
Charles Schwab 2011 - 2012
Charles Schwab & Co 2008 - 2011
Charles Schwab 2004 - 2006
Washington Mutual Bank 2003 - 2004
Wells Fargo Bank 2000 - 2002
Skills
SDLC, Agile Methodologies, Business Analysis, Software Project..., Start-ups, Vendor Management, Strategy, Investments, Project Management, Program Management, Portfolio Management
Education
Boston College
Bachelor of Arts (B.A.), Political Science and Government
Real Estate License - CA
The Fitzpatrick Business Group, Ltd. August 2000 - Present
Applied Industrial Art, Inc. 2013 - 2014
Charles Schwab 2011 - 2012
Charles Schwab & Co 2008 - 2011
Charles Schwab 2004 - 2006
Washington Mutual Bank 2003 - 2004
Wells Fargo Bank 2000 - 2002
Skills
SDLC, Agile Methodologies, Business Analysis, Software Project..., Start-ups, Vendor Management, Strategy, Investments, Project Management, Program Management, Portfolio Management
Education
Boston College
Bachelor of Arts (B.A.), Political Science and Government
Real Estate License - CA
Laurie Dwyer's Charles Schwab Experience July 2010 - Present
Job Sr. Finance Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab July 2010 - Present
First Data May 2008 - July 2010
Noodles & Company June 2002 - February 2003
Neiman Marcus Group September 2000 - January 2002
Stage Stores, Inc October 1999 - September 2000
Power Line Models, Inc July 1995 - July 1999
Exec. Office of Consumer Affairs and Business Regulations September 1994 - January 1995
Skills
Financial Analysis, Strategic Financial..., Forecasting, Managerial Finance, Budgets, Finance, Financial Reporting, Financial Modeling, General Ledger
Education
Boston College 1991 — 1995
BS, Economics, Strategic Operations in Management
Chicopee High School 1988 — 1991
Charles Schwab July 2010 - Present
First Data May 2008 - July 2010
Noodles & Company June 2002 - February 2003
Neiman Marcus Group September 2000 - January 2002
Stage Stores, Inc October 1999 - September 2000
Power Line Models, Inc July 1995 - July 1999
Exec. Office of Consumer Affairs and Business Regulations September 1994 - January 1995
Skills
Financial Analysis, Strategic Financial..., Forecasting, Managerial Finance, Budgets, Finance, Financial Reporting, Financial Modeling, General Ledger
Education
Boston College 1991 — 1995
BS, Economics, Strategic Operations in Management
Chicopee High School 1988 — 1991
Dennis Reichenberg's Charles Schwab Experience 2006 - 2007
Job Sr. Manager, Trading and Trade Support
Industry Investment Management
Experience
Charles Schwab Investment Advisory 2012 - Present
Charles Schwab Investment Advisory 2007 - 2012
Charles Schwab 2006 - 2007
TD Ameritrade 2003 - 2005
Nicholas Applegate 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Separately Managed..., Managed Accounts, ETFs, Investments, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Equity Trading, Alternative Investments, Asset Allocation, FINRA, Investment Strategies, Securities, Portfolio Management, Hedge Funds, Institutional..., RIA, Trade Compliance, Wrap Accounts, Emerging Markets, International..., Trade Fund Management, Bloomberg, Thompson One, Managing Accounts, Investment Management, Trading, SMA, Trade Operations, Rebalancing, Unified Managed Accounts, BlackRock Aladdin, Charles River IMS, Security APL, Order Routing, Dark Pools, Best Execution, Program Trading, Automated Trading, Asset Management, Equities, Options, Series 65, Equity Research, Risk Management
Education
Boston University 1994 — 1998
Bachelor's degree, International Relations
Northfield Mount Hermon
Charles Schwab Investment Advisory 2012 - Present
Charles Schwab Investment Advisory 2007 - 2012
Charles Schwab 2006 - 2007
TD Ameritrade 2003 - 2005
Nicholas Applegate 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Separately Managed..., Managed Accounts, ETFs, Investments, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Equity Trading, Alternative Investments, Asset Allocation, FINRA, Investment Strategies, Securities, Portfolio Management, Hedge Funds, Institutional..., RIA, Trade Compliance, Wrap Accounts, Emerging Markets, International..., Trade Fund Management, Bloomberg, Thompson One, Managing Accounts, Investment Management, Trading, SMA, Trade Operations, Rebalancing, Unified Managed Accounts, BlackRock Aladdin, Charles River IMS, Security APL, Order Routing, Dark Pools, Best Execution, Program Trading, Automated Trading, Asset Management, Equities, Options, Series 65, Equity Research, Risk Management
Education
Boston University 1994 — 1998
Bachelor's degree, International Relations
Northfield Mount Hermon
Phillip Ranelli's Charles Schwab Experience 1984 - 1992
Job Independent Investment Management Professional
Industry Investment Management
Experience
SELF 2005 - Present
BGI 2003 - 2005
Banc of America Investments 2001 - 2003
Charles Schwab 1984 - 1992
Skills
Series 24, FINRA, Series 63, Mutual Funds, Series 7, Risk Management, Hedge Funds, Securities, Alternative Investments, Auditing
Education
Boston College
Pope John XXIII
SELF 2005 - Present
BGI 2003 - 2005
Banc of America Investments 2001 - 2003
Charles Schwab 1984 - 1992
Skills
Series 24, FINRA, Series 63, Mutual Funds, Series 7, Risk Management, Hedge Funds, Securities, Alternative Investments, Auditing
Education
Boston College
Pope John XXIII
Ove Fladberg's Charles Schwab Experience January 2002 - February 2003
Job Executive Director at JPMorgan
Industry Investment Management
Experience
JPMorgan February 2007 - Present
JP Morgan February 2003 - February 2007
Charles Schwab January 2002 - February 2003
Skills
Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Investments, Mutual Funds, Investment Management, Wealth Management, Capital Markets, Derivatives
Education
Handelshøyskolen BI 1995 — 1999
Masters of Buesiness & Economics
Masters in business and economics 1995 — 1999
JPMorgan February 2007 - Present
JP Morgan February 2003 - February 2007
Charles Schwab January 2002 - February 2003
Skills
Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Investments, Mutual Funds, Investment Management, Wealth Management, Capital Markets, Derivatives
Education
Handelshøyskolen BI 1995 — 1999
Masters of Buesiness & Economics
Masters in business and economics 1995 — 1999
Dave Molyneaux's Charles Schwab Experience October 2013 - Present
Job Database Administrator / Developer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab October 2013 - Present
Kaiser Permanente April 2012 - September 2013
RevGen Partners August 2011 - March 2012
StarTek July 2010 - August 2011
TransUnion April 2008 - July 2010
TransUnion June 2007 - April 2008
Skills
SSIS, T-SQL, Microsoft SQL Server, SSRS, Performance Tuning, ETL, Data Warehousing, Database Administration, SQL Tuning, SQL, Powershell, Process Improvement, C#, Stored Procedures, Systems Analysis, Software Documentation, Table Partitioning, Database Design, Business Intelligence, PL/SQL, SDLC, XML, Data Migration, Data Modeling, ADO.NET, SQL CLR, Windows Server, Dimensional Modeling, High Availability, Disaster Recovery, Automation
Education
University of Denver
Graduate Certificate, Database Design & Administration
Bloomsburg University of Pennsylvania
BSBA, Management
Charles Schwab October 2013 - Present
Kaiser Permanente April 2012 - September 2013
RevGen Partners August 2011 - March 2012
StarTek July 2010 - August 2011
TransUnion April 2008 - July 2010
TransUnion June 2007 - April 2008
Skills
SSIS, T-SQL, Microsoft SQL Server, SSRS, Performance Tuning, ETL, Data Warehousing, Database Administration, SQL Tuning, SQL, Powershell, Process Improvement, C#, Stored Procedures, Systems Analysis, Software Documentation, Table Partitioning, Database Design, Business Intelligence, PL/SQL, SDLC, XML, Data Migration, Data Modeling, ADO.NET, SQL CLR, Windows Server, Dimensional Modeling, High Availability, Disaster Recovery, Automation
Education
University of Denver
Graduate Certificate, Database Design & Administration
Bloomsburg University of Pennsylvania
BSBA, Management
Daniel Ritz's Charles Schwab Experience April 2003 - April 2006
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2006 - Present
UBS 2009 - January 2012
Charles Schwab April 2003 - April 2006
Charles Schwab 2000 - 2006
Peace Corps July 1995 - August 1997
American Express September 1994 - December 1994
Skills
Equities, Series 7, Fixed Income, Risk, Derivatives, SQL, Oracle, Operational Risk..., Financial Analysis, Collateral Management, Financial Regulation, Business Management, Business Objects, Project Coordination, project execution, Project Delivery, Cross-functional Team...
Education
Institute of Management Accountants 2005 — 2005
CFM & CMA, Management Accounting
Boston University Questrom School of Business 1991 — 1995
Business Administration, Finance and Economics
UBS Investment Bank April 2006 - Present
UBS 2009 - January 2012
Charles Schwab April 2003 - April 2006
Charles Schwab 2000 - 2006
Peace Corps July 1995 - August 1997
American Express September 1994 - December 1994
Skills
Equities, Series 7, Fixed Income, Risk, Derivatives, SQL, Oracle, Operational Risk..., Financial Analysis, Collateral Management, Financial Regulation, Business Management, Business Objects, Project Coordination, project execution, Project Delivery, Cross-functional Team...
Education
Institute of Management Accountants 2005 — 2005
CFM & CMA, Management Accounting
Boston University Questrom School of Business 1991 — 1995
Business Administration, Finance and Economics
Bethany Gonzalez's Charles Schwab Experience October 2008 - April 2010
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA May 2010 - Present
Charles Schwab October 2008 - April 2010
Target June 2007 - August 2008
UPS June 2004 - May 2007
Skills
Asset Allocation, Customer Service, Fixed Annuities, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, IRAs, Series 65
Education
Grand Canyon University 2012 — 2014
Master's degree, Counseling Psychology
Boston University 2011 — 2012
Working toward CFP
The University of Akron
Bachelor's of Science, Business and Organizational Communications
USAA May 2010 - Present
Charles Schwab October 2008 - April 2010
Target June 2007 - August 2008
UPS June 2004 - May 2007
Skills
Asset Allocation, Customer Service, Fixed Annuities, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, IRAs, Series 65
Education
Grand Canyon University 2012 — 2014
Master's degree, Counseling Psychology
Boston University 2011 — 2012
Working toward CFP
The University of Akron
Bachelor's of Science, Business and Organizational Communications
Eric Yanovsky's Charles Schwab Experience August 2014 - Present
Job Client Services Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Fidelity Investments March 2013 - August 2014
Apple Retail July 2011 - February 2013
Pathfinder International October 2010 - December 2010
FilmColony April 2009 - June 2010
Endgame Entertainment August 2009 - January 2010
Skills
Microsoft Office, Troubleshooting, Mobile Devices, Mac
Education
Boston University 2004 — 2008
B.S, Film and Television; Liberal Arts; American Cultural History
Charles Schwab August 2014 - Present
Fidelity Investments March 2013 - August 2014
Apple Retail July 2011 - February 2013
Pathfinder International October 2010 - December 2010
FilmColony April 2009 - June 2010
Endgame Entertainment August 2009 - January 2010
Skills
Microsoft Office, Troubleshooting, Mobile Devices, Mac
Education
Boston University 2004 — 2008
B.S, Film and Television; Liberal Arts; American Cultural History
Vincent Pantuso, Jr's Charles Schwab Experience June 1978 - February 1988
Job Customer Service Manager at Knowledge Delivery Systems Inc
Industry Consumer Goods
Experience
Knowledge Delivery Systems, Inc. November 2012 - Present
WESTMED Practice Partners 2010 - November 2012
L'Occitane en Provence 2003 - 2009
Blitz Media 2001 - 2002
Bee-Alive, Inc March 1998 - November 2000
John Alden Financial Corporation 1994 - December 1997
Charles Schwab June 1978 - February 1988
Skills
Customer Experience, Scheduling, Telemarketing, Quality Assurance, Healthcare, Customer Relations, Customer Service, Coaching, Team Building, Staff Development, Performance Management, Excel, Word, Call Center, Customer Satisfaction, Account Management, Team Leadership, Hiring, Mentoring, Telecommunications, Supervisory Skills
Education
Binghamton University 1971 — 1975
B.A., Political Science
Poly Prep Country Day School 1965 — 1971
HS Diploma
Knowledge Delivery Systems, Inc. November 2012 - Present
WESTMED Practice Partners 2010 - November 2012
L'Occitane en Provence 2003 - 2009
Blitz Media 2001 - 2002
Bee-Alive, Inc March 1998 - November 2000
John Alden Financial Corporation 1994 - December 1997
Charles Schwab June 1978 - February 1988
Skills
Customer Experience, Scheduling, Telemarketing, Quality Assurance, Healthcare, Customer Relations, Customer Service, Coaching, Team Building, Staff Development, Performance Management, Excel, Word, Call Center, Customer Satisfaction, Account Management, Team Leadership, Hiring, Mentoring, Telecommunications, Supervisory Skills
Education
Binghamton University 1971 — 1975
B.A., Political Science
Poly Prep Country Day School 1965 — 1971
HS Diploma
Tammy Tam's Charles Schwab Experience March 2002 - April 2005
Job at
Industry Financial Services
Experience
ACA Compliance Group 2014 - Present
Financial Industry Regulatory Authority (FINRA) April 2005 - Present
Charles Schwab March 2002 - April 2005
Charles Schwab February 1999 - March 2002
JB Oxford & Company June 1998 - February 1999
Skills
Regulatory Compliance..., Net Capital Requirements, AML Program Compliance, Equities/Mutual..., Research, Regulation S-P, Management, FINRA, Series 7, Equities, Investments
Education
Northeastern University 2005 — 2006
Graduate Certificate, Forensic Accounting
Boston University 1994 — 1998
BA, Economics and International Relations
ACA Compliance Group 2014 - Present
Financial Industry Regulatory Authority (FINRA) April 2005 - Present
Charles Schwab March 2002 - April 2005
Charles Schwab February 1999 - March 2002
JB Oxford & Company June 1998 - February 1999
Skills
Regulatory Compliance..., Net Capital Requirements, AML Program Compliance, Equities/Mutual..., Research, Regulation S-P, Management, FINRA, Series 7, Equities, Investments
Education
Northeastern University 2005 — 2006
Graduate Certificate, Forensic Accounting
Boston University 1994 — 1998
BA, Economics and International Relations
Jessica Grady-Nugent's Charles Schwab Experience July 2013 - Present
Job ManagerFinancial Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
State Street March 2007 - June 2013
Eaton Vance Corporation June 2005 - March 2007
Boston Financial Data Services 2002 - 2004
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Hedge Funds, Securities, Fixed Income, Equities, Derivatives, Financial Analysis, Alternative Investments, Bloomberg Terminal, Investments, Corporate Actions, Financial Services
Education
UMASS Online 2008 — 2011
MBA, Accounting
Boston University 1997 — 2002
B.A., International Relations
Charles Schwab July 2013 - Present
State Street March 2007 - June 2013
Eaton Vance Corporation June 2005 - March 2007
Boston Financial Data Services 2002 - 2004
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Hedge Funds, Securities, Fixed Income, Equities, Derivatives, Financial Analysis, Alternative Investments, Bloomberg Terminal, Investments, Corporate Actions, Financial Services
Education
UMASS Online 2008 — 2011
MBA, Accounting
Boston University 1997 — 2002
B.A., International Relations
Abhishek Sahai's Charles Schwab Experience December 2010 - June 2013
Job Tech Lead(Java Consultant) at Visa
Industry Computer Software
Experience
Visa June 2013 - Present
Charles Schwab December 2010 - June 2013
SAP July 2007 - December 2010
HSBC Global Technology India August 2005 - July 2007
Skills
Core Java, Hibernate, Servlets, Struts, Spring, Databases, SAP Netweaver, Websphere, Requirements Analysis, Software Project..., EJB, Ant, Tomcat, JSP, Oracle, Java, Maven, Scrum, DB2, Shell Scripting, WebSphere Application..., Java Enterprise Edition, SOA, Design Patterns, Spring Framework, SDLC, SQL, Agile Methodologies, Web Services, XML, Unix, Software Development, Microsoft SQL Server, PL/SQL, JavaScript, MySQL
Education
Bharati Vidyapeeth 2002 — 2005
MCA, Computers and Maths
Bharati Vidyapeeth 2002 — 2005
Master of Computer Applications (MCA), Computer Science
Visa June 2013 - Present
Charles Schwab December 2010 - June 2013
SAP July 2007 - December 2010
HSBC Global Technology India August 2005 - July 2007
Skills
Core Java, Hibernate, Servlets, Struts, Spring, Databases, SAP Netweaver, Websphere, Requirements Analysis, Software Project..., EJB, Ant, Tomcat, JSP, Oracle, Java, Maven, Scrum, DB2, Shell Scripting, WebSphere Application..., Java Enterprise Edition, SOA, Design Patterns, Spring Framework, SDLC, SQL, Agile Methodologies, Web Services, XML, Unix, Software Development, Microsoft SQL Server, PL/SQL, JavaScript, MySQL
Education
Bharati Vidyapeeth 2002 — 2005
MCA, Computers and Maths
Bharati Vidyapeeth 2002 — 2005
Master of Computer Applications (MCA), Computer Science
Daniel Kweon's Charles Schwab Experience July 2009 - May 2011
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Charles Schwab July 2009 - May 2011
Goldman Sachs September 2007 - September 2008
Education
Boston College 2003 — 2007
Finance
Morgan Stanley May 2011 - Present
Charles Schwab July 2009 - May 2011
Goldman Sachs September 2007 - September 2008
Education
Boston College 2003 — 2007
Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank