Charles Schwab

Industry: Financial services company

Description

The 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
Michelle Monhart Michelle Monhart Sacramento, California Details
Michelle Monhart's Charles Schwab Experience February 2011 - October 2011
Job Business Analyst Wine Social Media
Industry Information Technology and Services
Experience
Boeing  June 2013 - December 2014
Oztera, Inc.   December 2012 - May 2013
Pancreatic Cancer Action Network  October 2005 - October 2012
Charles Schwab   February 2011 - October 2011
Safeway  September 2009 - December 2010
Alkar Human Resources  April 2008 - November 2010
Safeway  November 2006 - September 2007
Franklin Templeton Investments  November 2005 - October 2006
PeopleSoft, Inc.   July 2003 - January 2005
PeopleSoft, Inc.   January 2001 - June 2003

Skills
Training, Wine, Event Planning, Project Management, Event Management, Social Media Marketing, Social Media, Marketing, Business Analysis, Public Speaking, Management, Consulting, Fundraising, Business Process..., Community Outreach, Group Presentations, Emcee, Meeting Facilitation, IT Service Management, Software Implementation, ERP Implementations, Volunteer Management, Supply Chain Management, Requirements Analysis, Non-profit Leadership, Leadership

Education
Bowling Green State University
BSBA, Marketing

Bob Palfreyman Bob Palfreyman American Fork, Utah Details
Bob Palfreyman's Charles Schwab Experience August 2000 - June 2001
Job Platinum Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  August 2013 - Present
BYU-Idaho  December 2013 - Present
University of Phoenix  March 2009 - Present
E*TRADE Financial  January 2013 - August 2013
TD Ameritrade  March 2004 - November 2012
Tracy Unified School District  August 2001 - June 2002
Charles Schwab   August 2000 - June 2001

Skills
Financial Analysis, Trading, Finance, Management, Investments, Microsoft Office, Strategic Planning, Access, Microsoft Excel, Financial Markets, Coaching, Spanish, Project Management, SAP, Java, SQL, Oracle, Goldmine, Quicken, XBRL, Quickbooks, Great Plains Software

Education
Weber State University   2009 — 2012
Masters of Accounting

Weber State University   2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management

Utah Valley University   2005 — 2007
Bachelor of Science (B.S.), Accounting

Brigham Young University   1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature

Andy Toolson Andy Toolson Greater Salt Lake City Area Details
Andy Toolson's Charles Schwab Experience 2005 - 2006
Job President, Toolson Wealth Management
Industry Financial Services
Experience
Toolson Wealth Management   January 2013 - Present
NetJets  June 2010 - June 2012
KeyBank  2008 - 2010
Cambria Capital   2006 - 2008
Charles Schwab   2005 - 2006
Brigham Young University  2001 - 2005
Professional Basketball Player  1990 - 2001

Skills
Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Sales Presentations, Salesforce.com, Sales, Financial Risk, Strategic Financial..., Commercial Real Estate, Wealth Management..., Wealth Preservation..., Executive Managment, Leadership, Training, Finance, Networking, Team Management, Financial Services, Marketing, Windows, Strategy, Business Development, Team Building, Strategic Planning, Marketing Strategy, Management, Strategic Partnerships

Education
Brigham Young University   1984 — 1990
Bachelor of Science (BS), International Relations

Syracuse University
Master of Social Science, Social Sciences

University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General

Lin Sun ChFC CRPC® Lin Sun ChFC CRPC® San Francisco Bay Area Details
Lin Sun ChFC CRPC®'s Charles Schwab Experience December 2012 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 2012 - Present
E*TRADE Financial  October 2012 - November 2012
E*TRADE Financial  May 2008 - October 2012
E*TRADE Financial  August 2006 - May 2008
Kelmoore Investment Company  March 2005 - September 2005
Prudential Financial  January 2003 - March 2005

Skills
Series 7, Series 66, Series 3, Series 24, Series 9, Series 10, Securities, Investments, Asset Allocation, Mutual Funds, Separately Managed..., Unified Managed Accounts, Municipal Bonds, Corporate Bonds, Life Insurance, Long Term Care, Retirement Planning

Education
Brandeis University   1998 — 2002
Bachelor of Arts, Biology, Economics

Beverly Huang Beverly Huang San Francisco Bay Area Details
Beverly Huang's Charles Schwab Experience 2000 - 2004
Job Director of Pricing and Licensing at VMware
Industry Computer Software
Experience
VMware  2014 - Present
Symantec  2011 - 2014
Symantec  2007 - 2011
Symantec  2006 - 2007
Symantec  2004 - 2005
Charles Schwab   2000 - 2004
Intel Corporation  1998 - 1999

Skills
Software pricing and..., Business Operations, Cross-functional Team..., Chinese, People Development, Project Management, Financial Modeling, Strategic Planning, Pricing, Product Management, Management, Business Intelligence, P&L Management, Forecasting, Go-to-market Strategy, Team Leadership, Enterprise Software, Product Development, Sales Enablement, Analysis, Business Process, Cloud Computing, SaaS, Finance, Strategic Planning &..., Pricing and Licensing..., Competitive Analysis, Enterprise Software..., Sales Forecasting &..., P&L Budget Management, Strategic Policy..., Deal Structures, Product Lifecycle..., Organizational..., Contract Negotiations..., Relationship Management, Software Licensing, Pricing Strategy

Education
University of California, Berkeley
Pricing for Profitability

Pragmatic Marketing
Pragmatic Product Marketing Certification

Microsoft Licensing Boot Camp

Stanford University

Brigham Young University
MBA, Finance and International Management

Wuhan Institute of Technology
Bachelor's Degree, Major in Industrial Management with minor in Mechanical Engineering

Amy Dorchinez Amy Dorchinez Greater Denver Area Details
Amy Dorchinez's Charles Schwab Experience January 2008 - June 2013
Job Licensed Financial Representative, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2013 - Present
Charles Schwab   January 2008 - June 2013
Northwestern Mutual  February 2004 - September 2007

Education
Bowling Green State University   2004 — 2005
Bachelor of Science (BS), Special Education and Teaching, K-12

Derek Colston Derek Colston Port Clinton, Ohio Details
Derek Colston's Charles Schwab Experience June 2014 - August 2014
Job Intermediary Sales Associate at Diamond Hill Capital Management
Industry Financial Services
Experience
Diamond Hill Capital Management, Inc.   August 2015 - Present
Summit Financial Strategies, Inc.   September 2014 - January 2015
Charles Schwab   June 2014 - August 2014

Skills
Leadership, Communication, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Access, Corporate Finance, Analysis, Investments, Financial Modeling, Valuation

Education
Capital University   2011 — 2015
Bachelor of Arts (BA), Financial Economics and Leadership/Management

Bowling Green State University-Firelands   2010 — 2011

JJ Johnson JJ Johnson Honolulu, Hawaii Details
JJ Johnson's Charles Schwab Experience 2003 - Present
Job V.P., Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   2003 - Present
Fidelity Private Wealth Management Group   1999 - 2003
Fidelity Brokerage Services  1994 - 1999
Fidelity Investments  1992 - 1994

Education
California State University-Fullerton

Brigham Young University - Hawaii
BS, Business Administration

Westminster College
MBA

David Wetherbee David Wetherbee Rexburg, Idaho Details
David Wetherbee's Charles Schwab Experience June 2015 - Present
Job Software QA Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab   June 2015 - Present
Basic American Foods  August 2012 - June 2015
Oakwood Homes, LLC  August 2014 - December 2014
Brigham Young University-Idaho  July 2011 - December 2011
Talavera Apartments   December 2008 - April 2010

Skills
Quality Assurance, Java, Cisco IOS, HTML, HTML5, CSS, JavaScript, PHP, Microsoft Word, PL/SQL, MySQL, Windows, Windows Server, Leadership, Microsoft Office

Education
Brigham Young University - Idaho   2010 — 2014
BS, Information Technology, 3.4 Major GPA

Grandview High School   2002 — 2006

Jennifer Wuersig (Armstrong) Jennifer Wuersig (Armstrong) Cleveland/Akron, Ohio Area Details
Jennifer Wuersig (Armstrong)'s Charles Schwab Experience March 1997 - September 2005
Job Instructional Design/Process Management Consultant
Industry Education Management
Experience
Currently Retired due to Disability   August 2011 - Present
ACS, a Xeorox Company   March 2007 - March 2011
Charles Schwab   March 1997 - September 2005
Pampered Chef  2004 - 2005
First National Bank & Trust  November 1996 - March 1997
Alan Acceptance Corporation   August 1995 - November 1996

Skills
Process Improvement, Project Management, Leadership, Management, Program Management, Instructional Design, Coaching, Cross-functional Team..., ADDIE, Adult Education, Blended Learning, Change Management, Creative Direction, Creative Writing, Curriculum Design, Customer Satisfaction, Customer Service, Distance Learning, E-Learning, Hands-on Training, Instructor-led Training, Learning Management, Learning Management..., Needs Analysis, Software Documentation, Teamwork, Technical Documentation, Technical Writing, Time Management, Training, Training Delivery, Vendor Management, Workshop Facilitation

Education
Bowling Green State University   1990 — 1994
Bachelor of Science in Education

Wadsworth High School

Chris Conover Chris Conover Gilbert, Arizona Details
Chris Conover's Charles Schwab Experience February 2015 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2015 - Present
Mybullfrog.com Verizon Wireless Premium Retailer  February 2013 - February 2015
Rexburg Opinion Center  September 2012 - December 2012
LDS Mission  June 2010 - July 2012
Tucson Unified School District – Sabino High School   February 2010 - May 2010
Fortunato’s Deli   December 2009 - May 2010
Safeway  June 2007 - July 2009

Skills
Customer Service, Microsoft Word, Public Speaking, Telephone Skills, Sales, Microsoft Office

Education
Brigham Young University   2009 — 2015
Financial Economics

Sabino High School   2005 — 2009

Russell Gordon Russell Gordon Tempe, Arizona Details
Russell Gordon's Charles Schwab Experience October 2013 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2013 - Present
Quality Piano Tuning   February 2010 - December 2014
East Zion Adventure Company   April 2013 - September 2013
BYU-Idaho  January 2009 - April 2013
Mountain Gear  August 2012 - January 2013
Detailz   March 2012 - September 2012
Mountain Gear  January 2010 - December 2011
Accutax   January 2011 - October 2011

Skills
Leadership, Customer Service, Rock Climbing, Microsoft Excel, Time Management, Ski, Snowboarding, Microsoft Word, Camping, Facebook, Guitar, Accounts Receivable, Running, PowerPoint, Cycling, Hiking, Climbing, Ropes, Spanish, Piano Tuning, Mountaineering, Backpacking, Quality Assurance, Music Theory, Employee Training, XML, Proofreading, Special Orders, Ice Climbing, Eagle Scout, Boy Scouts, LDS, Guiding, AAMS, Asset Allocation, Technical Analysis, Fundamental Analysis, Options Strategies, Retirement Planning, Risk Analysis, Portfolio Management, Management, Social Media, Retail, Social Media Marketing, Microsoft Office, Finance, Public Speaking

Education
Brigham Young University - Idaho   2010 — 2013
Bachelor's degree, Business Administration, Management and Finance, overall 3.7 GPA

Spokane Falls Community College   2004 — 2006
Associate of Arts (AA), Business/Commerce, General

Central Valley High School   2002 — 2006

Patrick Mizenko Patrick Mizenko Greater Denver Area Details
Patrick Mizenko's Charles Schwab Experience October 2012 - Present
Job ACMT, CCT, iOS, Microsoft and Apple Admin
Industry Information Technology and Services
Experience
Charles Schwab   October 2012 - Present
Apple Retail  September 2011 - October 2012
Patrick Mizenko Photography   March 2004 - October 2012
Murray Motor Imports (A.K.A. Denver Mercedes & BMW   November 2011 - July 2012
Roharik Productions LTD  August 2010 - February 2011
Roharik Productions LTD  April 2010 - August 2010
Xspand a subsidiary of JP Morgan   August 2004 - March 2010
614 Magazine  March 2009 - December 2009
American Tax Funding   August 2004 - September 2007
BGSU Photography Department   August 2003 - May 2004

Skills
Photography, Mac, OS X, Image Manipulation, Customer Service, Digital Photography, Microsoft Office, Computer Hardware, Troubleshooting, Technical Support, iOS, Lightroom, Windows, Studio Lighting, Sales, Microsoft Word, Location Scouting, Apple, Customer Satisfaction, Windows 7, Advertising, Apple Certified, Customer Experience, Microsoft Excel, technical training, Apple Remote Desktop, Network Administration, Wireless Networking, Studio Photography, Computer Maintenance, Process Optimization, QuickBooks

Education
Bowling Green State University   2000 — 2004
BFA, Fine Art Photography

Radhika Vohora Radhika Vohora Austin, Texas Details
Radhika Vohora's Charles Schwab Experience June 2015 - Present
Job Database Marketing Manager at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab   June 2015 - Present
Merkle  September 2011 - April 2014
Hoovers Inc.  2007 - September 2011
Dell Inc.  March 2007 - July 2007
Renaissance Austin Hotel  May 2006 - March 2007
Rennaissance Hotel   November 2005 - April 2006
Russell Court Hotel   April 2004 - May 2005

Skills
Eloqua, HTML, Marketing Automation, Email Marketing, Lead Generation, Database Marketing, Demand Generation, Salesforce.com, Online Advertising, B2B Marketing, Digital Marketing, SEM, Analytics, Direct Marketing, CRM, Competitive Analysis, Marketing Communications, Marketing

Education
Bournemouth University   2003 — 2004
MA, Interactive Marketing

Mercer University - Stetson School of Business and Economics   1998 — 2002
B.B.A, Marketing

Rosann Vaughn Rosann Vaughn Miami/Fort Lauderdale Area Details
Rosann Vaughn's Charles Schwab Experience January 1987 - 1989
Job Government Bond Trader Fixed Income at Oddlot Bonds, Inc
Industry Financial Services
Experience
Oddlot Bonds, Inc   November 2007 - Present
OddLot Bonds, Inc.   November 2007 - May 2014
National Alliance Securities   January 2000 - March 2007
Fahnestock & Co.   October 1995 - November 1999
gruntal & co  1989 - October 1995
Charles Schwab   January 1987 - 1989
advest inc  1985 - October 1987

Skills
Fixed Income, Series 7, Investments, Asset Managment, Securities, Portfolio Management, Wealth Management, Project Management, Trading, Bloomberg, Series 63, Capital Markets, Asset Management, Options, Bonds

Education
Florida Atlantic University   1980 — 1982
BFA, FINE ARTS

Broward College   1977 — 1979
AA, General

Michael Savage, CFA Michael Savage, CFA Greater Boston Area Details
Michael Savage, CFA's Charles Schwab Experience 2012 - Present
Job Investment Professional Charles Schwab & Co.
Industry Investment Management
Experience
Charles Schwab   2012 - Present
Social Finance (SoFi)   2012 - 2012
Sun Life Financial  1993 - 2011
Arthur Andersen & Co.   September 1990 - May 1993

Skills
Trading, Portfolio Management, Fixed Income Analysis, Fixed Income, Investments, Asset Managment, Alternative Investments, Equities, Asset Allocation, Capital Markets, Bloomberg, Investment Management, Mutual Funds, Investment Strategies, Securities, Series 7, Bonds, Finance

Education
Boston University - School of Management   1990 — 1991
MBA, Business

Colby College
Bachelors degree, Business & Math

Laguna Blanca School

Michael VanDam Michael VanDam Chicago, Illinois Details
Michael VanDam's Charles Schwab Experience April 1997 - July 1998
Job Independent Public Relations and Communications Consultant at SelfEmployed
Industry Public Relations and Communications
Experience
Christian Brothers Investment Services  May 2005 - November 2013
Dobbins Communications   December 2000 - November 2004
Alleghany Funds   March 1999 - November 2000
Chicago Board Options Exchange  August 1998 - March 1999
Charles Schwab   April 1997 - July 1998
Morningstar, Inc  January 1992 - January 1997

Skills
Financial Services, Media Relations, Crisis Communications, Public Relations, Marketing Communications, Corporate Communications, Personal Finance, CRM, Integrated Marketing, Newsletters, Leadership, Message Development, Corporate Social..., Crisis Management, Management, Program Management, Press Releases, Strategic Communications, Investments, Strategy, Reputation Management, Mutual Funds, Positioning, Communication Training, Thought Leadership, Internal Communications, Content Development, Speech Writing

Education
Brown University   1985 — 1989
BA, Economics

Tony Creasy, CFA Tony Creasy, CFA Greater Denver Area Details
Tony Creasy, CFA's Charles Schwab Experience January 2013 - Present
Job Portfolio Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2013 - Present
Charles Schwab   September 2005 - December 2012
FTN Midwest Research   March 2005 - September 2005
Wells Fargo  May 2003 - February 2005

Skills
Equities, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Investments, Due Diligence, Investment Management, Retirement, Securities, Investment Strategies

Education
Bowling Green State University   1999 — 2003
BSBA, Financial Economics

Jordan Grant Jordan Grant Greater Denver Area Details
Jordan Grant's Charles Schwab Experience March 2014 - Present
Job Senior Associate at Charles Schwab
Industry Law Practice
Experience
Charles Schwab   March 2014 - Present
Law Office of Richter and Stiriz, LLC   December 2012 - March 2014
Allen County Prosecutor's Office  May 2011 - November 2012
Private Practice  May 2010 - May 2011
Fulton County Court of Common Pleas   June 2006 - May 2010

Skills
Criminal Law, Civil Litigation, Mediation, Personal Injury, Juvenile Law, Hearings, Family Law, Litigation, Estate Planning, Business Planning, Criminal Procedure, Appellate Practice, Landlord-tenant..., Trial Practice, Westlaw, Trials, Criminal Defense, Wills, Legal Research, Courts, Contract Negotiation, Contract Law, Business Development, Corporate Law, Income Tax, Landlord-Tenant...

Education
University of Toledo College of Law   2006 — 2009
JD, Law

Bowling Green State University   2002 — 2006
BA, Political Science

Wauseon High School   1998 — 2002
Diploma

Kimberly Vestal Kimberly Vestal Phoenix, Arizona Area Details
Kimberly Vestal's Charles Schwab Experience March 2012 - July 2012
Job Sr. HRIS Analyst at Sprouts Farmers Market
Industry Information Technology and Services
Experience
Sprouts Farmers Market  March 2014 - Present
Mutual Insurance Company of Arizona (MICA)   July 2012 - March 2014
Charles Schwab   March 2012 - July 2012
Republic Services Inc  August 2010 - June 2012
Countywide Financial  February 2007 - March 2009
Intel Corporation  September 1996 - October 2006

Skills
PeopleSoft, Process Improvement, SDLC, HRIS, Project Management, Performance Management, Talent Management, Vendor Management, Human Resources, Applicant Tracking..., Talent Acquisition, Change Management, Onboarding, Leadership, Employee Benefits, Training, Interviews, Workforce Planning, Deferred Compensation, Recruiting, Organizational..., Employee Training, Employee Relations

Education
Brigham Young University   1992 — 1995
BS, Sociology

Yael Steren Yael Steren New York, New York Details
Yael Steren's Charles Schwab Experience 2001 - 2001
Job
Industry Legal Services
Experience
Yael Steren   March 2014 - Present
Axiom  February 2012 - Present
Pfizer  2011 - January 2012
Willkie Farr & Gallagher LLP  September 2006 - October 2010
Charles Schwab   2001 - 2001

Skills
Litigation

Education
Fashion Institute of Technology   2011 — 2012
Fashion Design

Brooklyn Law School   2003 — 2006
JD, Magna Cum Laude

University of Pennsylvania   1997 — 2001
BA, Cum Laude, Political Science

Joshua Mudse, CFP® Joshua Mudse, CFP® Toledo, Ohio Area Details
Joshua Mudse, CFP®'s Charles Schwab Experience June 2000 - February 2013
Job Senior Financial Planner Munn Wealth Management
Industry Financial Services
Experience
Skylight Financial Group  June 2014 - June 2015
Advisor EFX   March 2013 - June 2014
Charles Schwab   June 2000 - February 2013
University of Toledo  July 1997 - December 1998

Skills
Certified Financial..., Personal Financial..., Wealth Management..., Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Educational Workshops

Education
Bradley University   1993 — 1997
BS, Marketing

Grossmont HS   1989 — 1993

Megan Ohler Megan Ohler Austin, Texas Area Details
Megan Ohler's Charles Schwab Experience November 2012 - Present
Job Client Service Specialist/Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2012 - Present
TD Ameritrade  March 2012 - September 2012
Spooner Incorporated  December 2010 - March 2012
Medina County Juvenile Detention Center   April 2009 - September 2010
Wood County Juvenile Detention Center  August 2007 - March 2008
BGSU  January 2006 - January 2007
Northeast Care Center  December 2002 - January 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Workers Compensation, Community Outreach, Nonprofits, Fundraising, Analysis, Project Management, Training, Process Improvement

Education
Bowling Green State University   2004 — 2008
Bachelor of Science (B.S.), Human Development and Family Studies, General

Dan McElroy Dan McElroy Des Moines, Iowa Area Details
Dan McElroy's Charles Schwab Experience October 2008 - September 2010
Job at DuPont Pioneer
Industry Biotechnology
Experience
DuPont Pioneer  September 2010 - Present
Charles Schwab   October 2008 - September 2010
Keycorp  August 2005 - October 2008
The Principal Financial Group  February 2003 - August 2005
The Principal Financial Group  April 1998 - February 2003
The Principal Financial Group  December 1996 - April 1998
The Principal Financial Group  July 1995 - December 1996
Midamerican Energy Company  March 1994 - July 1995

Skills
Talent Acquisition, Recruiting, Performance Management, Applicant Tracking..., Human Resources

Education
Briar Cliff University   1991 — 1995
Bachelor of Arts, Human Resource Management/Business Administration

Christopher Geison Christopher Geison San Francisco Bay Area Details
Christopher Geison's Charles Schwab Experience November 2001 - January 2003
Job Marketing Catalyst
Industry Marketing and Advertising
Experience
Schwab Charitable  March 2007 - November 2008
Schwab Charitable  April 2004 - February 2007
Schwab Charitable  July 2003 - October 2003
Charles Schwab   November 2001 - January 2003
Charles Schwab   May 2000 - October 2001
Charles Schwab   January 2000 - May 2000
Charles Schwab   June 1997 - December 1999

Skills
Strategy, Management, Strategic Planning, Training, Public Relations, Product Management, Creative Direction, Marketing, Leadership, Sales, Event Planning

Education
Brown University   1993 — 1996
BA

Colorado College   1991 — 1992

Michael Edgel Michael Edgel Portland, Oregon Area Details
Michael Edgel's Charles Schwab Experience 1999 - 2002
Job Partner at Oregon Elder Law (Yazzolino Lohuis & Edgel, LLP)
Industry Law Practice
Experience
Oregon Elder Law (Yazzolino Lohuis & Edgel, LLP)   November 2012 - Present
Fitzwater Meyer, LLP   2004 - November 2012
Olsen & Traeger LLP   2003 - 2004
Denver Probate Court  2001 - 2003
Charles Schwab   1999 - 2002

Skills
Elder Law, Long-term Care, Conservatorships, Courts, Guardianship, Special Needs Trusts, Estate Planning, Wills, Trusts, Powers of Attorney, Estate Administration, Elder Care, Estate Law

Education
Brigham Young University   1990 — 1995
B.S.

New Mexico State University
M.S.W.

University of Denver College of Law
J.D.

Leonard Anspach Leonard Anspach San Francisco Bay Area Details
Leonard Anspach's Charles Schwab Experience 1996 - 2003
Job Retired IT Professional
Industry Capital Markets
Experience
Wells Fargo Bank  December 2011 - March 2012
Wells Fargo Investments  December 2008 - April 2011
Fireman's Fund Ins Co  October 2007 - November 2008
Firemans Fund Insurance Company  November 2005 - October 2007
Charles Schwab   1996 - 2003
Bank of America  1994 - 1996

Skills
Capital Markets, Retail Brokerage, Derivatives, Equities, FX, Trading Systems, Options, Business Analysis, Business Requirements, Brokerage, Financial Services, FX Options, SDLC, Software Project..., Integration, Trading, Brokers, Risk Management

Education
Brown University   1972 — 1974
MS, Applied Mathematics

University of California, Berkeley   1967 — 1971
BS, Applied Mathematics

David B. Yoffie David B. Yoffie Greater Boston Area Details
David B. Yoffie's Charles Schwab Experience May 2003 - May 2007
Job Professor & Corporate Director
Industry Higher Education
Experience
TiVo  September 2011 - Present
HTC  June 2011 - Present
Financial Engines  June 2011 - Present
Intel Corporation  July 1989 - Present
Harvard Business School  July 1981 - Present
MindTree  December 2008 - March 2015
Enterprise Mobile  December 2007 - March 2011
Charles Schwab   May 2003 - May 2007
Spotfire  January 2002 - May 2007
Englishtown.com   2000 - 2004

Skills
Competitive Analysis, Governance, Strategic Planning, Business Strategy, Strategy Development, Researching New...

Education
Harvard University   1990 — 1990
Hon MA, honorary masters of art

Stanford University   1976 — 1981
MA, PhD, International Political Economy

University of Michigan   1977 — 1977
Statistics

Brandeis University   1972 — 1976
BA, Poltical Science

Malik Sievers, CFA Malik Sievers, CFA San Francisco Bay Area Details
Malik Sievers, CFA's Charles Schwab Experience 2011 - Present
Job Managing Director at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   2011 - Present
Farr Investments, LLC   2003 - 2010
Esurance  2001 - 2005
Dolores Group, Inc.   2000 - 2001
McKinsey & Company  1998 - 2000
Prudential Financial  1992 - 1996

Skills
Alternative Investments, Portfolio Management, Investment Strategies, Risk Management, Quantitative Analysis, CRM, Asset Management, Business Development, Trading, Mergers & Acquisitions, Cross-functional Team..., Private Equity, Quantitative Analytics, Strategy, Management, Venture Capital, Financial Modeling, Corporate Development, Investment Banking, Analysis

Education
Stanford University Graduate School of Business   1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General, N/A

Brown University   1988 — 1992
Bachelor of Science, Applied Mathematics

Alan Hopkins Alan Hopkins Greater Los Angeles Area Details
Alan Hopkins's Charles Schwab Experience 1992 - 1995
Job CFO at Manchester Financial
Industry Investment Management
Experience
Manchester Financial  1995 - Present
The Wellness Community  2001 - 2002
Charles Schwab   1992 - 1995
State of California  1991 - 1992

Skills
Business Development, Account Management, E-commerce, Financial Analysis, Financial Modeling, Investments, Strategic Planning, Risk Management, Strategic Financial..., Corporate Finance, Asset Managment, Valuation, Accounting, Portfolio Management, Financial Reporting, Business Strategy, Leadership, Strategy, Start-ups, Marketing

Education
Pepperdine University
MBA

Brigham Young University
B.S., Economics

David Jasper David Jasper Greater Denver Area Details
David Jasper's Charles Schwab Experience June 2014 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2014 - Present
Nordstrom Bank  May 2010 - May 2014
Janus Capital Group  March 2004 - October 2008
Law Firms  October 1995 - August 2002

Skills
Banking, Insurance, Compliance, Legal Advice, Litigation Management, Compliance Audits, Credit Cards, Complaint Handling, Contract Negotiations, Regulatory Affairs, Consumer Lending, Collections, Credit Reporting, Contract Negotiation, Commercial Litigation, Mutual Funds, Corporate Law, Entrepreneurship, Financial Services, Fraud, Investments, Leadership, Product Management, Quality Auditing, Risk Management, Securities, Securities Regulation, Start-ups, Strategy

Education
Boston University School of Law
Master of Laws (LL.M.), Banking and Financial Law

Creighton University School of Law
Doctor of Law (J.D.), cum laude

Creighton University
Bachelor of Arts (B.A.), English

Founder Institute
Entrepreneurship/Entrepreneurial Studies

Marc Brinster Marc Brinster Greater New York City Area Details
Marc Brinster's Charles Schwab Experience December 2012 - Present
Job Fixed Income Trading at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 2012 - Present
MetLife  February 2007 - December 2012
David William Securities   April 2006 - February 2007
Advest, Inc.   January 2002 - April 2005
Pershing  May 2000 - January 2002
Pershing  June 1999 - May 2000
Pershing  April 1997 - June 1999

Education
Seton Hall University   1990 — 1993
Bachelor of Science, Finance

Penn State University   1989 — 1990
Meteorology

Brookdale Community College
Education

Brett Mohler Brett Mohler Toledo, Ohio Area Details
Brett Mohler's Charles Schwab Experience June 2015 - Present
Job Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2015 - Present
Charles Schwab   August 2014 - May 2015
Turcotte Stick Handling School   April 2009 - June 2009
VanDixhorn Marine Fuel Dock   April 2007 - June 2007

Skills
leadership, Microsoft Excel, Highly Dedicated, Discipline, Time Management, Microsoft Word, PowerPoint, Public Speaking, Sports, Teamwork, Microsoft Office, Financial Analysis

Education
Bowling Green State University   2010 — 2014
Bachelor of Science, Business Administration; Applied Economics and Finance

Bowling Green State University   2010 — 2014
Applied Economics and Finance

Austin Jameson Pierce Austin Jameson Pierce Medina, Ohio Details
Austin Jameson Pierce's Charles Schwab Experience June 2015 - Present
Job Charles Scwab
Industry Financial Services
Experience
Charles Schwab   June 2015 - Present
MC Sports  September 2014 - May 2015
Springside Fitness and Racquet Club   August 2013 - January 2015
Force Sports  December 2012 - January 2015
Kent State Athletic Department   January 2014 - May 2014
Ohio Vortex   October 2011 - February 2013
Dave's Cosmic Subs  October 2010 - December 2012
Continental Cup   July 2012 - July 2012
Sport Science Academy Youth Camp   June 2012 - June 2012
The University of Akron  January 2012 - May 2012

Skills
Sports, Event Management, Social Media, Microsoft Office, Event Planning, Microsoft Excel, Customer Service, PowerPoint, Public Relations, Microsoft Word, Sports Marketing, Public Speaking, Sports Management, Marketing, Social Media Marketing, Marketing Strategy, Coaching, Photoshop, Strategic Planning, Sponsorship, Sales, Fitness, Social Networking, Management

Education
Kent State University   2013 — 2014
Master's degree, Sport and Recreation Management

The University of Akron   2010 — 2012
Bachelor of Science (B.S.), Sports Studies/ Sport Management

Bowling Green State University   2008 — 2009
Sport Management

Highland High School   2005 — 2008
High School Diploma

Tim Bojorquez Tim Bojorquez San Luis Obispo, California Area Details
Tim Bojorquez's Charles Schwab Experience January 2000 - February 2003
Job Director, DevOps at Shopatron
Industry Information Technology and Services
Experience
Shopatron  June 2015 - Present
Shopatron  February 2013 - Present
TransUnion  March 2006 - February 2013
Oracle  February 2005 - March 2006
Cal Poly State University  February 2003 - March 2005
Charles Schwab   January 2000 - February 2003

Skills
Data Center, Virtualization, Business Continuity, Disaster Recovery, Cloud-based, PCI DSS, Cloud Computing, Servers, High Availability, Linux, DNS, Storage Area Networks, Infrastructure, VMware, Network Architecture, Information Technology, Storage, VMware ESX, VDI, Vendor Management, Enterprise Architecture, Firewalls, Solution Architecture, VMware Infrastructure, IT Strategy, NetApp, NAS, Identity Management, Information Security, Security, Operating Systems, Integration, System Deployment, Technical Architecture, Information Security..., Databases, Pre-sales, AIX, Solaris

Education
Cal Poly San Luis Obispo   1998 — 2000
Computer Science

Brigham Young University   1994 — 1996
BS, Zoology

Jeremy Zitting Jeremy Zitting Indianapolis, Indiana Area Details
Jeremy Zitting's Charles Schwab Experience August 2011 - Present
Job Stock Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2011 - Present
P.F. Chang's China Bistro   August 2007 - January 2012
Northwestern Mutual  March 2009 - November 2009
P.F. Chang's China Bistro   2007 - 2009

Education
Brigham Young University   2003 — 2010
BA, Economics

Jeffrey Davis, PMP Jeffrey Davis, PMP Greater Denver Area Details
Jeffrey Davis, PMP's Charles Schwab Experience April 2013 - April 2014
Job Manager at RevGen Partners
Industry Management Consulting
Experience
RevGen Partners  May 2014 - Present
Charles Schwab   April 2013 - April 2014
Fidelus Technologies  July 2012 - March 2013
NICE Systems Inc.  September 2001 - June 2012
NICE Systems  January 2010 - August 2011
Level 3 Communications  May 2001 - May 2002
Ernst and Young Consulting - Capgemini   March 1998 - May 2001

Skills
Call Center, Process Improvement, Project Management, Cross-functional Team..., Customer Satisfaction, Telecommunications, VoIP, Telephony, Business Analysis, PMP, Software Project..., Program Management, Professional Services, Enterprise Software, SaaS, Team Leadership, Cisco Technologies, SharePoint, Integration, Quality Assurance, Visio, ERP Implementations, PMO, PMI, UCM, Unity Connection, IPCC, Vantive, SAP, Oracle, Kenan Arbor, Business Objects, SQL, Process Modeling, Metasolv M6, Process Consulting, Management Consulting, Supply Chain Management, Software Development..., Agile Project Management, Scrum, CMM, SOW, Performance Measurement, Balanced Scorecard, KPI Dashboards, SDLC, CRM, Software Development, Management

Education
University of Colorado Boulder - Leeds School of Business   1995 — 1998
MBA, Supply Chain Management, Logistics

Brigham Young University   1991 — 1995
BA, Spanish, Linguistics, Business

Eric Berls Eric Berls Greater Chicago Area Details
Eric Berls's Charles Schwab Experience 2007 - 2009
Job
Industry Financial Services
Experience
Berls Asset Management   2009 - Present
Charles Schwab   2007 - 2009
Morgan Stanley  2005 - 2007
Motorola  2003 - 2005
Motorola  2001 - 2003
Motorola  1998 - 2001
Motorola  1995 - 1998

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2004
MBA, Marketing / Finance

The George Washington University   1999 — 2001
Master's Certificate, Project Management

Bradley University   1990 — 1994
B.S., History and Business

Tim Patch Tim Patch Greater Salt Lake City Area Details
Tim Patch's Charles Schwab Experience September 1999 - July 2003
Job Financial Representative with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2014 - Present
Vanguard  April 2011 - January 2015
Art Institute of Pittsburgh  July 2010 - January 2012
The Boyer Company  July 2003 - October 2007
Charles Schwab   September 1999 - July 2003

Skills
New Business Development, Investments, Sales, Retirement Planning, Business Development, 401k, Retirement, Financial Services, Series 7, IRAs, Asset Management, Customer Service, Finance, Mutual Funds, Portfolio Management, Project Management, Uniform Combined State..., Leadership

Education
Brigham Young University   1979 — 1982
Candidate, Finance, Musical Theatre

Malcolm Goldsmith Malcolm Goldsmith San Francisco, California Details
Malcolm Goldsmith's Charles Schwab Experience January 2004 - January 2005
Job Director at MG SQUARED
Industry Real Estate
Experience
MG SQUARED   2012 - Present
Johnson Hoke - Colliers   2010 - 2011
Goodwill Industries  March 2008 - March 2009
Charles Schwab   January 2004 - January 2005
Security Capital   January 2001 - January 2003
Grosvenor Americas  January 1984 - January 1996

Skills
Real Estate, Contract Negotiation, Acquistions, Third Party Integration, Property Disposition, Site Selections, Retail Site Selection, Financial Projection, Budget Models, Asset Managment, Corporate Development, Asset Management, Construction, Construction Management, Renovation, Tenant Improvement, Tenant Retention, Landlord-tenant..., Landlord Tenant Disputes, Capital Projects, Real Estate Transactions, Corporate Real Estate, Leases, Commercial Real Estate, Disposition, Mergers & Acquisitions, Strategy, Location Intelligence, Dispositions, Negotiation, Management, Property Management, Strategic Planning, Budgets, Portfolio Management, Project Management, Finance, Marketing, Due Diligence, Facilities Management, Leadership, Investments, Real Estate Development

Education
Brown University
Bachelor of Arts, British and American Literature

Rhode Island School of Design

Karen Inscho Karen Inscho Orlando, Florida Area Details
Karen Inscho's Charles Schwab Experience 1988 - 2001
Job Accomplished Client Service Professional with a passion for developing people to be the very best they can be
Industry Financial Services
Experience
All Out, Inc., LLC   July 2005 - December 2012
All Out Inc.   January 2009 - May 2009
Walt Disney Parks & Resorts  2004 - 2006
Charles Schwab   1988 - 2001

Skills
Leadership, Organizational..., Coaching, Leadership Development, Succession Planning, Executive Coaching, Training, Public Speaking, Organizational..., Onboarding, Talent Management, Performance Management, Workshop Facilitation, Conflict Resolution, Team Building, Strategic Planning, Employee Engagement, Career Development, Change Management

Education
Bowling Green State University
Bachelor's, Broadcast Journalism

University of Central Florida - College of Business Administration
Master's, Management

Anne Marie Frasier Anne Marie Frasier Greater Boston Area Details
Anne Marie Frasier's Charles Schwab Experience 1996 - 1999
Job Senior Administrative Sales Coordinator at Merrill Corporation
Industry Legal Services
Experience
Merrill Corporation  June 1999 - Present
Merrill  1999 - Present
Charles Schwab   1996 - 1999
Bowne  1991 - 1994
Karten's Jewelers   1989 - 1994

Skills
Microsoft Office, Salesforce.com, Sales Presentations, Presentations, Office Management, Communication Skills, Office Administration, Administrative Work, Internet, Social Networking, Organization, Proofreading, Outlook, Sales, Records Management, Marketing Communications, Account Management, Document Management, Adobe Acrobat, Time Management, Team Building, Administrative..., Direct Mail, New Business Development, Event Planning, Microsoft Excel, Marketing, Customer Service, Litigation, Strategic Planning, Legal Assistance, Project Management

Education
Bristol Community College   1985 — 1988
Associate's Degree, Administrative Assistant and Secretarial Science, General

Apponequet

Apponequet

Apponequet

Northeastern University
American Sign Language

Daniel W. Majcher, Esq. Daniel W. Majcher, Esq. Providence, Rhode Island Area Details
Daniel W. Majcher, Esq.'s Charles Schwab Experience August 1997 - January 2003
Job Assistant Director, Special Projects at Rhode Island Department of Administration
Industry Government Administration
Experience
Rhode Island Department of Administration  January 2011 - Present
Office of the Governor  March 2008 - January 2011
Rhode Island Department of Administration  September 2005 - March 2008
Charles Schwab   August 1997 - January 2003
Fidelity Investments  June 1996 - August 1997

Education
Roger Williams University School of Law   2001 — 2005
JD, Law

Brown University   1991 — 1996
BA, American History

Catie Starr Catie Starr Greater Chicago Area Details
Catie Starr's Charles Schwab Experience October 2010 - August 2012
Job Digital Marketing Leader
Industry Marketing and Advertising
Experience
Bank of America Merchant Services  September 2015 - Present
Trade NTE   March 2015 - September 2015
GE  August 2012 - March 2015
Charles Schwab   October 2010 - August 2012
Discover Financial Services  April 2009 - October 2010
Discover Financial Services  March 2009 - May 2010
Discover Financial Services  January 2007 - February 2009
Aviatech, LLC   April 2005 - December 2006
Gafcon, Inc.   2003 - 2005
International Truck and Engine Corp.  2000 - 2002

Skills
Email Marketing, Online Marketing, SEM, Digital Marketing, Web Analytics, Online Advertising, Direct Marketing, Customer Acquisition, Digital Media, E-commerce, User Experience, Financial Services, Forecasting, marketing technology, Ad Tech, website optimization, Digital Strategy, Marketing Strategy, Display Advertising, Organic Search, Multi-channel Marketing, Campaign Management, Conversion Optimization, Web Project Management, Content Strategy, Strategy, PPC, Lead Generation, Analytics, CRM, Leadership, Integrated Marketing, Affiliate Marketing, Strategic Partnerships, SEO, Business Development

Education
San Diego State University-California State University   2004 — 2006
MBA, Marketing

Bradley University   1999 — 2002
B.A., Advertising

Brett Kime Brett Kime San Francisco Bay Area Details
Brett Kime's Charles Schwab Experience June 2013 - November 2013
Job Graphic Designer, Production Artist, Illustrator
Industry Marketing and Advertising
Experience
DDB  April 2015 - May 2015
Salesforce  July 2014 - November 2014
Charles Schwab   June 2013 - November 2013
Mark Hayes Design   September 2012 - December 2012
WIRED  September 2012 - December 2012
Organic  July 2011 - November 2011
Razorfish  2011 - 2011
The Linus Group  February 2010 - March 2010
Organic  2010 - 2010
Rocket Postcards/Nomad Printing   2010 - 2010

Skills
Illustration, InDesign, Illustrator, Layout, Photoshop, Concept Development, Art Direction, Typography, Digital Marketing, Image Manipulation, Graphics, Creative Direction, Image Editing, Advertising, Packaging, Graphic Design, Direct Mail, Posters, Adobe Creative Suite, Corporate Identity, Branding & Identity, Brochures, Catalogs, Creative Strategy, Logo Design

Education
University of Toledo   1983 — 1988
BA

Bowling Green State University   1980 — 1983

John Armknecht, CIMA John Armknecht, CIMA Greater Salt Lake City Area Details
John Armknecht, CIMA's Charles Schwab Experience September 1996 - November 1998
Job Vice President at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  November 1998 - Present
Charles Schwab   September 1996 - November 1998
The Vanguard Group  August 1992 - August 1996

Skills
Portfolio Management, Investments, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Financial Analysis, Investment Advisory, Investment Strategies, Asset Managment, Financial Services, 401k, Retirement Planning, Alternative Investments, Financial Modeling, Investment Management, Fixed Income, Relationship Management, Equities, Hedge Funds, Securities, Financial Advisory

Education
Carnegie Mellon University - Tepper School of Business   1990 — 1992
MBA, Finance and Marketing

Brigham Young University   1984 — 1987
Bachelor of Science (BS), Mathematics

Ronald Ogden Ronald Ogden Greater Salt Lake City Area Details
Ronald Ogden's Charles Schwab Experience 1999 - 2002
Job Business Consultant at Dwell Utah Consulting
Industry Management Consulting
Experience
Dwell Utah Consulting   January 2010 - Present
Dwell Utah Real Estate / REMAX / Prudential   2003 - 2012
Charles Schwab   1999 - 2002
GTE  1997 - 1999
GTE  1994 - 1997

Skills
Sales, Contract Negotiation, Entrepreneurship, Negotiation, Marketing, Sales Management, Public Speaking, Leadership, Business Development, Marketing Strategy, Investors, Strategic Planning, Sellers, Investment Properties, Real Estate, Customer Service

Education
Brigham Young University   1982 — 1984
MBA, Finance / Operations

Brigham Young University   1975 — 1982
B.S., Business Management, English

R. Lance Farr R. Lance Farr Greater Denver Area Details
R. Lance Farr's Charles Schwab Experience April 2003 - September 2007
Job Senior Trader & Implementation Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank  September 2007 - Present
Charles Schwab   April 2003 - September 2007

Education
Brigham Young University   1976 — 1984

Marty Beaudet Marty Beaudet Portland, Oregon Area Details
Marty Beaudet's Charles Schwab Experience March 1985 - January 1992
Job Producer, Screenwriter at FauxMeme Productions
Industry Publishing
Experience
FauxMeme Productions   January 2015 - Present
Dinkus Books   November 2009 - Present
Fauxmeme Productions   April 2013 - Present
Boring Design & Consulting   July 1998 - June 2010
Publish magazine  June 1996 - June 1999
Ziff-Davis Publishing  March 1992 - June 1996
Charles Schwab   March 1985 - January 1992

Skills
Writing, Copy Editing, Editing, Publishing, Magazines, Feature Articles, Blogging, Creative Writing, Publications, Web Content, Social Networking, Books, Social Media, Social Media Marketing, Copywriting, Storytelling, Novels, Editorial, Proofreading, Film, Fiction, Freelance Writing

Education
Brigham Young University   1979 — 1981
Bachelor of Arts (B.A.), Soviet Studies

Branham High School   1971 — 1974
3-year diploma, Soviet Studies

Bonnie Rose Bonnie Rose San Francisco Bay Area Details
Bonnie Rose's Charles Schwab Experience April 2015 - Present
Job Senior People Programs Leader
Industry Human Resources
Experience
Charles Schwab   April 2015 - Present
Blue Shield of California  December 2013 - December 2014
PG&E  March 2013 - October 2013
Google  April 2012 - October 2012
The Henderson Group  October 2010 - April 2012
Bonnie P. Rose & Associates   January 1995 - October 2010
Prudential Retirement  February 2008 - April 2008
Valley Home Transformation   2003 - 2008
Bonnie P. Rose & Associates   1993 - 1995

Skills
Organizational..., Leadership, Coaching, Organizational Culture, Leadership Development, Cross Functional Team..., Management, Strategy, Change Management, Conflict Resolution, Public Speaking, Team Building, Organizational..., Program Management, 360 Feedback, Group Process Skills, Training, Emotional Intelligence..., Project Management, Classroom Delivery, MBTI, Facilitation Skills..., Interviews, Covey Leadership, Instructional Design, Relationship Building, Consulting, Strategic Planning, Human Resources, Workshop Facilitation, Recruiting, Executive Coaching, Performance Management, Customer Service...

Education
Northwestern University
Masters work toward degree in

Loyola University of Chicago
M.S. Organizational Behavior

Bradley University
B.S.

Patrick Fitzpatrick Patrick Fitzpatrick Greater Denver Area Details
Patrick Fitzpatrick's Charles Schwab Experience September 2012 - February 2013
Job Delivery Manager at Vertiba
Industry Information Technology and Services
Experience
Vertiba  February 2013 - Present
Vertiba  February 2013 - Present
Charles Schwab   September 2012 - February 2013
Vail Resorts  May 2010 - September 2012
ACT Conferencing  February 2010 - May 2010
Perficient  July 2009 - August 2009
Razor Technical Staffing  June 2009 - August 2009
Local Matters  June 2008 - June 2009
Clear Technology  February 2002 - June 2008

Skills
Business Analysis, Documentation, Quality Assurance, Requirements Analysis, SDLC, Requirements Gathering, Business Process, Customer Relations, Excel, Microsoft Office, PowerPoint, Visio, Problem Solving, Word, Integration, XML, Customer Service, Software Documentation, Microsoft Word, Troubleshooting, Microsoft Excel, Leadership, Management, Analysis, Software Development, Product Management, Testing, Enterprise Software, Telecommunications, Cross-functional Team..., Team Building, Salesforce.com, Project Management, Training, Process Improvement, Awesomeness

Education
Brigham Young University - Hawaii   1992 — 1995
BS, International Business Management

Brigham Young University - Hawaii
Bachelor of Science (B.S.), International Business Management - French emphasis

Robert Motts Robert Motts Sandy, Utah Details
Robert Motts's Charles Schwab Experience 1993 - 1995
Job CIO Incline Systems
Industry Information Technology and Services
Experience
Incline Systems   2009 - Present
Sutter Health  March 2006 - September 2009
Intel  May 2004 - March 2006
Intel  September 1996 - May 2004
Kaiser Permanente - Northern Region   March 1995 - September 1996
Charles Schwab   1993 - 1995
Lucky Stores  1985 - 1993
Lucky Stores  1983 - 1985
US Steel  1979 - 1983

Skills
IT Audit, Sarbanes-Oxley Act, Internal Audit, SDLC, Internal Controls, Process Improvement, Risk Management, Security, Sarbanes-Oxley, Auditing, Project Management, Information Technology, Software Development, Information Security, CISA, ITIL, IT Management, Program Management, Financial Risk, CISSP, Analysis, Governance, Visio, Business Continuity, Business Analysis, COBIT, Software Documentation, ISO 27001, Business Process..., IT Strategy, Disaster Recovery, Executive Management, Computer Security, Finance, PCI DSS, Vendor Management, Enterprise Risk..., PMP, Management, Cloud Computing, Network Security

Education
Brigham Young University   1970 — 1975
BA, Archaeology / Anthropology

Diablo Valley College   1968 — 1970
Physics, Astronomy

David Muff David Muff Phoenix, Arizona Details
David Muff's Charles Schwab Experience October 2007 - March 2010
Job Investment Advisor Representative
Industry Financial Services
Experience
Financial Engines  July 2013 - February 2015
MidFirst Bank  February 2013 - July 2013
JPMorgan Chase  April 2010 - January 2013
Charles Schwab   October 2007 - March 2010

Skills
Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Securities, NMLS, Loan Origination, Retail Banking, Retirement, Alternative Investments, Series 63, Licensed Life & Health..., Investment Strategies, Investment Sales, Personal Banking, AAMS

Education
Briar Cliff University   2003 — 2007
Bachelor of Arts (B.A.), Finance

Laura Stumhofer Laura Stumhofer New York, New York Details
Laura Stumhofer's Charles Schwab Experience February 2014 - Present
Job Compliance Discovery Solutions
Industry Legal Services
Experience
Charles Schwab   February 2014 - Present
Time Frame Films   January 2013 - May 2013
West Yellowstone Environmental Education Center   2009 - 2012
LEAP Science and Math School   July 2011 - November 2011
Brown University Department of Engineering   January 2011 - May 2011

Skills
Informatica, Business Intelligence, Teradata, Microsoft Office, TFS, Teradata SQL, Erwin, Social Media, Research, Qualitative Research, PowerPoint, Data Analysis, Stata, Program Evaluation, Public Speaking, Microsoft Excel, Policy Analysis, Nonprofits, Editing, Spanish

Education
Brown University   2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government

Ellen T. Parsons Ellen T. Parsons San Francisco Bay Area Details
Ellen T. Parsons's Charles Schwab Experience 2000 - 2002
Job Communications professional committed to serving youth
Industry Marketing and Advertising
Experience
LYCEE FRANCAIS DE SAN FRANCISCO  May 2015 - Present
Boys & Girls Clubs of San Francisco (BGCSF)   2003 - Present
Marin Promise Partnership for Education Equity & Excellence   May 2014 - July 2015
10,000 Degrees  December 2013 - January 2014
Boys & Girls Clubs of San Francisco  January 2005 - June 2005
Charles Schwab   2000 - 2002
Hewitt Associates  1997 - 2000
Fidelity Investments  1986 - 1995

Education
Northwestern University - Kellogg School of Management   1995 — 1997
Master of Business Administration (M.B.A.), Marketing and Organizational Behavior

HEC School of Management   1996 — 1997
M.B.A

Brown University   1981 — 1985
Bachelor of Arts (B.A.), American Civilization

Jennifer (Jackson) Hafner Jennifer (Jackson) Hafner San Francisco Bay Area Details
Jennifer (Jackson) Hafner's Charles Schwab Experience 2011 - Present
Job Vice President Investment Management
Industry Financial Services
Experience
Charles Schwab   2011 - Present
Charles Schwab   2006 - 2011
Charles Schwab   2000 - 2006
Charles Schwab   May 1999 - 2001
Fleet Bank  1996 - 1999
Scudder Investments  1990 - 1995

Skills
Series 24, Series 7, Product Strategy, Product Management, Investment Management..., Mutual Funds, ETFs, Separately Managed..., Regulatory Compliance, Money Market Funds, Marketing Communications, Board Presentations, Website Development, Web Content Management, Financial Services

Education
Boston University Graduate School of Management   2003 — 2006
MBA, Business, Honors

Clark University   1986 — 1990
Bachelor’s Degree, Economics

Kimberly Nalani Hagner Kimberly Nalani Hagner San Francisco Bay Area Details
Kimberly Nalani Hagner's Charles Schwab Experience February 2008 - December 2008
Job Growth Marketing at Tradecraft
Industry Marketing and Advertising
Experience
Tradecraft  June 2015 - Present
Singulex  December 2014 - June 2015
Bio-Rad Laboratories  May 2014 - December 2014
Bio-Rad Laboratories  February 2013 - May 2014
Consulate General of the United States   January 2012 - May 2012
Charles Schwab   February 2008 - December 2008
WuggieBear   December 2007 - February 2008
Merkley + Partners (Omnicom Group)   April 2007 - September 2007
Merkley + Partners (Omnicom Group)   October 2005 - March 2007
Saatchi & Saatchi (Publicis Group)   June 2005 - August 2005

Skills
Advertising, Digital Marketing, Marketing, Account Management, CRM, Project Management, Market Research, Marketing Communications, Public Speaking, Email Marketing, Marketo, Salesforce.com, Growth Marketing, SEM, Google Adwords, Online Marketing

Education
Brown University   2001 — 2005
BA, International Relations

Princeton-in-Asia   2009 — 2010
Teaching Fellowship, Dongbei University

University of Hawaii at Manoa   2010 — 2012
International MBA, The China Program

University High School   1997 — 2001

The Hamlin School   1987 — 1997

Kasey McCurdy, CFA Kasey McCurdy, CFA Greater Denver Area Details
Kasey McCurdy, CFA's Charles Schwab Experience January 2013 - April 2014
Job Research Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Investment Advisory   April 2014 - Present
Charles Schwab   January 2013 - April 2014
Charles Schwab   July 2011 - December 2012

Skills
Finance, Investments, Sales, Series 63, Series 7, Financial Services, Securities, Investment Advisory, Business Development, Mutual Funds, Fixed Income, Financial Markets

Education
Brown University   2007 — 2011
Bachelor's degree, Business/Commerce, General

Devin Greer Devin Greer Austin, Texas Details
Devin Greer's Charles Schwab Experience April 2014 - Present
Job Staff Information System Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   April 2014 - Present
Charles Schwab   October 2010 - April 2014
Charles Schwab   May 2010 - October 2010
KeyBank  November 2008 - May 2010
Nationwide Insurance  January 2007 - August 2008

Skills
Customer Service, Customer Relations, Microsoft Office, Polycom, Metrics Analysis, Troubleshooting, Windows 7, Mac OS X, Video Conferencing, Technical Training

Education
Kent State University   2009 — 2009
Master, Technology; Computer Technology

Bowling Green State University   2002 — 2006
Bachelor of Science; Sport, Education; and Leisure Studies; Sport Marketing

James Lombard James Lombard Greater Chicago Area Details
James Lombard's Charles Schwab Experience May 2009 - August 2009
Job Associate Financial Manager at Allstate
Industry Financial Services
Experience
Allstate  November 2014 - Present
Allstate Insurance  March 2013 - November 2014
Lakeshore Condos Association   May 2009 - April 2013
Allstate Insurance  May 2011 - March 2013
Allstate Insurance  June 2010 - May 2011
The PrivateBank and Trust Company  July 2009 - May 2010
Charles Schwab   May 2009 - August 2009
Founders Bank  June 2007 - July 2009

Skills
Financial Analysis, Forecasting, Analysis, Finance, Banking, Leadership, Management, Financial Modeling, Strategic Financial..., Underwriting, Financial Reporting, Microsoft Excel, Portfolio Management, Risk Management, Insurance, Project Planning, Corporate Finance, Accounting, PowerPoint, Business Analysis

Education
Saint Xavier University   2010 — 2012
Masters of Business Administration, Financial Planning

Bradley University   2006 — 2010
Bachelor of Science, Finance

Jim Reidy Jim Reidy Scituate, Massachusetts Details
Jim Reidy's Charles Schwab Experience February 2003 - July 2005
Job Institutional Sales Trader
Industry Capital Markets
Experience
Self-employed  Senior Vice- President, Sales TradingICAPFebruary 2013 - November 2013
MF Global  June 2011 - November 2011
JPMorgan Chase  June 2007 - June 2011
HSBC Securities  November 2005 - June 2007
Charles Schwab   February 2003 - July 2005
Merrill Lynch  January 2001 - January 2003

Skills
Electronic Trading, Financial Markets, Trading, Equities, Capital Markets, Derivatives, Equity Trading, Investment Banking, Portfolio Management, Hedge Funds, Bloomberg, Series 63, Series 7, Fixed Income, Equity Derivatives, Asset Management, Securities, Alternative Investments

Education
Boston University - School of Management   1994 — 1996
Master of Business Administration (M.B.A.), Marketing & Finance

Harvard University   1986 — 1990
Bachelor's degree, Government

Phillips Academy   1985 — 1986
Post Graduate

Richard Seung Oh Richard Seung Oh Los Angeles, California Details
Richard Seung Oh's Charles Schwab Experience November 2014 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2014 - Present
AXA Advisors  August 2013 - October 2014
Brigham Young University  August 2010 - August 2013
Brigham Young University  January 2012 - April 2012
Pearce Consulting, Inc.   May 2008 - July 2008

Skills
Research, Korean, PowerPoint, Stata, Microsoft Excel, Public Speaking, Microsoft Office, Statistics, Economics, Data Analysis, Econometrics, Regression Analysis, Translation, Analysis, Mathematical Statistics, Financial Analysis, Financial Services, Financial Consulting, Life Insurance, Java

Education
Brigham Young University   2007 — 2013
Bachelor of Arts (BA), Economics

Paul Just Paul Just Greater Chicago Area Details
Paul Just's Charles Schwab Experience April 2015 - Present
Job Technical Director, Data Center Systems Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2015 - Present
Integrated Data Storage  June 2010 - April 2015
optionsXpress  June 2006 - February 2010
Ulta  October 2005 - June 2006
darwill  September 2002 - October 2005
Allied Tube & Conduit  June 1999 - October 2000

Skills
Disaster Recovery, Virtualization, Data Center, Security, Storage, Networking, Pre-sales, IIS, Windows Server, VMware, SQL, Project Management, Active Directory, Business Intelligence, Troubleshooting, VMware Infrastructure, Storage Area Networks, Cisco Technologies, SAN, Cisco UCS, Cloud Security, Enterprise Architecture, Cloud Computing, Enterprise Storage, NAS, EMC Storage, Integration, NetApp

Education
DePaul University   2006 — 2008
Masters, Computer Information Network Security

Bradley University   1994 — 1999
BS, Mechanical Engineering

Ryan Crandall Ryan Crandall Phoenix, Arizona Area Details
Ryan Crandall's Charles Schwab Experience July 2012 - Present
Job Sr. Manager, Trading Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   July 2012 - Present
Fidelity Investments  August 2011 - June 2012
Fidelity Investments  August 2006 - July 2011

Skills
Series 7, Series 63, Securities, Investments, Trading, Sales Management

Education
Westminster College   2008 — 2011
MBA, Financial Planning

Brigham Young University   1988 — 1990
B.S., International Finance

University of Utah   1984 — 1988
Business Management

Anjolie Chidambaram Anjolie Chidambaram San Francisco, California Details
Anjolie Chidambaram's Charles Schwab Experience 2000 - 2008
Job Fund communications at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2012 - Present
Dodge & Cox  2008 - 2012
Charles Schwab   2000 - 2008
Towers Watson  1997 - 1999
The 3DO Company  1996 - 1997

Skills
Mutual Funds, Editing, Writing, Separate Accounts, Retirement, Equities, Asset Management, Investments, Research

Education
Yale University   1999 — 2001
MBA, Finance

Brown University   1989 — 1993
AB, Women's Studies

James Jacobson James Jacobson Greater Philadelphia Area Details
James Jacobson's Charles Schwab Experience January 1994 - August 2002
Job Financial Advisor, Univest Investments, Inc.
Industry Financial Services
Experience
Univest  August 2002 - Present
Charles Schwab   January 1994 - August 2002

Skills
Investments, Mutual Funds, Fixed Annuities, Bonds, Financial Risk, Retirement Plannng, Estate Maximization, Fixed Income Portfolio..., Portfolio Management, Asset Allocation, Loans, Insurance, Commercial Lending, Finance, Retirement, Estate Law, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Banking

Education
Bradley University   1988 — 1992
BA, Finance

David Hellewell, CTFA David Hellewell, CTFA Santa Barbara, California Area Details
David Hellewell, CTFA's Charles Schwab Experience August 2009 - Present
Job Vice President, Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   August 2009 - Present
Fidelity Investments  2004 - 2009
Bank of the West  2002 - 2004
Bank of America  2000 - 2002
Montecito Bank & Trust  1998 - 2000

Education
Brigham Young University   1981 — 1984
BA, Public Policy

Eric Specht Eric Specht Greater Denver Area Details
Eric Specht's Charles Schwab Experience March 2013 - Present
Job Trade Operations Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab   March 2013 - Present
ALPS Fund Services, Inc.   September 2011 - March 2013
Janus Capital  September 2010 - September 2011
Janus Capital Group  December 2006 - September 2010
Trammell Crow Residential  September 2005 - November 2006
Best Buy  July 1996 - February 2006
Franklin Templeton Investments  February 2003 - September 2005

Skills
Bloomberg, Fund Accounting, Mutual Funds, Equities, Account Reconciliation, General Ledger, Accounting, Financial Reporting, Investments, Auditing, Corporate Finance, Finance, Portfolio Management, Fixed Income, Securities, Financial Services, Financial Statements, Forecasting, Internal Audit, Management

Education
Colorado State University   2013 — 2015
Executive MBA, Business Administration and Management, General

University of Central Florida - College of Business Administration   1999 — 2002
University of Central Florida, Bachelors of Science - Finance

Broward College   1997 — 1999
A.A., Business

Amanda Penny Amanda Penny Willoughby, Ohio Details
Amanda Penny's Charles Schwab Experience December 2011 - Present
Job Benefits Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 2011 - Present

Skills
Data Analysis, Financial Statements, Statistics, Bank Reconciliation, Account Reconciliation, Databases, Microsoft Office

Education
Bowling Green State University   2007 — 2011
Bachelor of Science (B.S.), Actuarial Science, 3.4

Michelle Alger Michelle Alger Greater Denver Area Details
Michelle Alger's Charles Schwab Experience 2004 - 2004
Job Project Coordinator
Industry Construction
Experience
Team Electric   August 2015 - Present
Humanscale Inc   September 2014 - June 2015
Humanscale  November 2013 - September 2014
Humanscale  November 2005 - November 2013
GMAC Mortgage Co   2005 - 2005
Charles Schwab   2004 - 2004

Skills
Oracle E-Business Suite, MAS 200, Microsoft Office, Teamwork, Organizing, Problem Solving, Work Well Independently, Great communications..., Due Diligence, Microsoft Excel, Project managing, Management, Customer Service, Project Management, Strategic Planning, Social Media Marketing, New Business Development, Contract Negotiation, Sales Process, Inventory Management, Retail, Leadership, Pricing, Call Centers, Account Management, Training, Invoicing, B2B

Education
BYU-Idaho Pathway Program   2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.0

Community College of Aurora   2002 — 2003

Parkway West High School   1994 — 1999
High School Diploma

Andrew D. Smith, CMFC © Andrew D. Smith, CMFC © Columbus, Ohio Area Details
Andrew D. Smith, CMFC ©'s Charles Schwab Experience April 2010 - November 2012
Job Fee Only Financial Advisor
Industry Financial Services
Experience
The Mutual Fund Store  November 2012 - Present
Charles Schwab   April 2010 - November 2012
Smith Business Group   June 2003 - November 2012
Northwestern Mutual  December 2006 - October 2007
CedarCreek Church  June 1994 - July 2003
Dana Commercial Credit  June 1999 - July 2000

Skills
Series 7, Series 63, Series 66, Sales, Territory..., Customer Service, Teamwork, Self-driven, Building Relationships, Self-starter, Strong Work Ethic, Multi-tasking Skills, Close Attention to..., Financial Software..., Investment Strategies, Investments, Financial Advisory, Mutual Funds, Estate Planning, Uniform Combined State..., Wealth Management, Portfolio Management, Securities, Investment Advisory, Asset Allocation, Public Speaking, Retirement Planning

Education
Bowling Green State University   1990 — 1994
Bachelor of Arts (B.A.), Sociology with a minor in Political Science

Jeanmarie Lerner Jeanmarie Lerner Greater Denver Area Details
Jeanmarie Lerner's Charles Schwab Experience March 1996 - August 2005
Job Training Specialist at Veterans Health Administration
Industry Government Administration
Experience
Veterans Administation  August 2015 - Present
Dish Network  October 2013 - August 2015
Trimble Navigation  August 2005 - February 2013
Charles Schwab   March 1996 - August 2005
US Army  December 1986 - March 1993

Skills
Android Development, Mobile Applications, Gamification, Training, User Interface Design, Web Development, Instructional Design, Instructor-led Training, Program Management, Management, E-Learning, Web Design, Photoshop, Project Management, 3D, Learning Management..., Strategy, JavaScript, Camtasia, Captivate, Technical Training, Augmented Reality, Graphic Design, Leadership, Blended Learning, HTML, Technical Writing, Analysis, Needs Analysis, Articulate Studio, HTML 5, Training Delivery, Employee Training, HTML5

Education
United States Army WOCS Flight School   1987 — 1988
Airline/Commercial/Professional Pilot and Flight Crew

Florida Institute of Technology   1985 — 1986
Aircraft Pilot (Private)

Brookdale Community College   1981 — 1983
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies

John David K. John David K. Denver, Colorado Details
John David K.'s Charles Schwab Experience October 2014 - Present
Job
Industry Financial Services
Experience
Charles Schwab   October 2014 - Present

Skills
Financial Modeling, Program Management, Capital Markets, Business Analysis, Management Consulting, Consulting, Financial Analysis, Private Equity

Education
University of California, San Diego
BA with Honors

Brandeis University, Lemberg - International Business School
MA

David Krigel David Krigel San Francisco, California Details
David Krigel's Charles Schwab Experience 2012 - Present
Job Managing Director, Project Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   2012 - Present
Charles Schwab   July 2009 - 2012
Charles Schwab   2006 - 2009
Krigel Consulting   2003 - 2006
Charles Schwab   1998 - 2002
Intouch Group   1997 - 1998
United Media  1994 - 1997
MBA Enterprise Corps  1992 - 1994
First Winthrop Corporation  1987 - 1990

Skills
Financial Services, Product Development, Product Management, Entertainment, Business Analysis, Program Management, Business Development, Strategy, Management, Leadership, Project Management, User Experience, Project Portfolio..., Software Project..., Business Process

Education
Brandeis University
B.A

Kellogg Graduate School of Management, Northwestern University
M.B.A

Jason Lucas Jason Lucas Greater Chicago Area Details
Jason Lucas's Charles Schwab Experience February 2010 - July 2014
Job Chief Technology Officer
Industry Information Technology and Services
Experience
Elementum Advisors, LLC.   July 2014 - Present
University of Phoenix  April 2008 - Present
Charles Schwab   February 2010 - July 2014
Vision Integrated Graphics  October 2008 - February 2010
Daugherty Business Solutions  July 2007 - October 2008
First Midwest Bank  May 2003 - July 2007
Accenture  2001 - 2003

Skills
Software Development, .NET, E-commerce, IT Strategy, Business Analysis, SQL, Integration, Agile Methodologies, Process Improvement, SOA, Management, Leadership, Project Management, SDLC, Vendor Management, Microsoft SQL Server, C#, Software Project..., Change Management, Web Development, Web Services, HTML, Certified Scrum Master..., Employee Engagement, Consulting, Program Management

Education
North Central College   2003 — 2005
Master of Business Administration (M.B.A.)

Bradley University   1997 — 2001
BS

Westmont   1994 — 1997

Scott Pietrzak Scott Pietrzak Beachwood, Ohio Details
Scott Pietrzak's Charles Schwab Experience April 2008 - November 2011
Job Application Development Manager at Austin Powder Company
Industry Chemicals
Experience
Austin Powder Company  November 2011 - Present
Charles Schwab   April 2008 - November 2011
Paragon Consulting  November 2006 - April 2008

Skills
.NET, Microsoft SQL Server, Software Development, ASP.NET, C#, WCF, T-SQL, SharePoint, XML, Web Services, SQL, VB.NET, Enterprise Architecture, SDLC, Visual Studio, SSRS, IIS, SOA, Agile Methodologies, TFS, WPF, ASP, Database Design, SSIS, ASP.NET MVC, Software Project...

Education
Bowling Green State University   1995 — 1998
B.S., Computer Science

John Carroll University   1994 — 1995

Lawrence Tolman Lawrence Tolman Phoenix, Arizona Area Details
Lawrence Tolman's Charles Schwab Experience August 2008 - December 2008
Job Oracle DBA Innovation at General Motors
Industry Information Technology and Services
Experience
General Motors  January 2014 - Present
CNA National  July 2009 - December 2013
Charles Schwab   August 2008 - December 2008
BYU  1997 - 2008
Brigham Young University  1997 - 2008

Skills
Unix, SQL, Databases, Oracle, Data Warehousing, Database Design, Software Development, Java, Disaster Recovery, Perl, Oracle Database..., Linux

Education
Brigham Young University   1990 — 1995

Leroy Hasen Leroy Hasen San Francisco Bay Area Details
Leroy Hasen's Charles Schwab Experience 2000 - 2005
Job Business Leader at Visa
Industry Apparel & Fashion
Experience
Visa  March 2012 - Present
Levi Strauss  February 2005 - February 2012
Charles Schwab   2000 - 2005
Oral B Laboratories  1999 - 2000
The Clorox Company  1997 - 1999
ACNielsen  1996 - 1997

Skills
Analytics, Marketing Research, Market Research, Marketing Strategy, Business Strategy, Management, Customer Insight, Leadership, Strategy, Competitive Analysis, Segmentation

Education
Lubin Graduate School of Business   1988 — 1990
MBA, Finance

Brandeis University   1981 — 1985
BA, Economics

Shawn Lucas Shawn Lucas Provo, Utah Area Details
Shawn Lucas's Charles Schwab Experience 1996 - 1998
Job Head Trader at Apiary Fund
Industry Financial Services
Experience
Apiary Fund  January 2011 - Present
Proform Trading   March 2005 - Present
Boulder Capital Management, LLC   1998 - 2012
TD Ameritrade, OptionsXpress, Investools   2002 - 2007
Charles Schwab   1996 - 1998
Fidelity Investments  1995 - 1996

Skills
Trading, Options, Hedge Funds, Series 7, Trading Systems, Equity Trading, Electronic Trading, Bloomberg, Investments, Portfolio Management, Derivatives, ETFs, Financial Modeling, Capital Markets, Financial Risk, Private Equity, Risk Management, Financial Analysis, Alternative Investments, Technical Analysis, Foreign Exchange, Economics, Currency, FX trading, Commodity, Trading Strategies, Proprietary Trading, Financial Markets, Investment Management, Bonds, FX Options, Securities, Fixed Income, Asset Management, Hedging, Investment Strategies, Mutual Funds, Wealth Management, Equity Derivatives, Asset Allocation, Bloomberg Terminal, Emerging Markets, Global Macro, Equity Research, Options Strategies, Volatility Arbitrage, Managed Futures, Market Making, Futures Trading, Stocks

Education
Brigham Young University   1996 — 2001
Bachelor of Arts (BA), Economics

Art Shaw Art Shaw San Francisco Bay Area Details
Art Shaw's Charles Schwab Experience 1992 - 1999
Job CEO at RepairPal
Industry Internet
Experience
RepairPal  2011 - Present
TuneCore  2013 - Present
3FactorIndexing   2011 - Present
Insikt   2012 - Present
Connexus  January 2005 - March 2011
myCFO  October 1999 - June 2003
Charles Schwab   1992 - 1999

Skills
Mergers & Acquisitions, Venture Capital, E-commerce, Start-ups, Entrepreneurship, Strategic Partnerships, Business Strategy, Analytics, Leadership, Strategy Execution, Strategy, Corporate Development, Marketing, Product Management

Education
Stanford University Graduate School of Business   1985 — 1987
MBA

Brown University
BA, Mathematical Economics

Jonas Svallin, CFA Jonas Svallin, CFA San Francisco Bay Area Details
Jonas Svallin, CFA's Charles Schwab Experience February 2012 - Present
Job Vice President | Head of Active Equities at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2012 - Present
Fiduciary Research & Consulting   December 2009 - February 2012
Algert Global LLC   April 2003 - November 2009
Allianz Global Investors  December 2001 - March 2003
FactSet Research Systems  September 1999 - December 2001

Skills
Equities, Investment Strategies, Management, Portfolio Management, Quantitative Analytics, Quantitative Research, Research, Trading

Education
Brandeis International Business School   1997 — 1999
MA, Economics

Western New England University   1994 — 1997
BS, Finance

Richelle Paulsen Richelle Paulsen San Francisco Bay Area Details
Richelle Paulsen's Charles Schwab Experience 2001 - 2013
Job President at RP Consulting
Industry Financial Services
Experience
RP Consulting  June 2014 - Present
Beacon Hill Staffing Group  March 2014 - May 2014
Charles Schwab   2001 - 2013
Visa International  2000 - 2001
BofA  1999 - 2000
Dresdner Rosenberg Capital Management   1998 - 1999
Barclays Global Investors  1997 - 1998

Skills
Series 7, Portfolio Management, Vendor Management, Series 63, Series 24, Program Management, Investments, Wealth Management, Securities, Mutual Funds, Equities, Change Management, Asset Managment, Fixed Income, Asset Allocation, Integration, Management, Management Consulting, Asset Management

Education
California State University-Hayward - School of Business and Economics   1990 — 1991
MBA, International Finance - M&A

Brigham Young University   1985 — 1987
BS, Finance, Economics, Dance

Lincoln Bischoff Lincoln Bischoff San Francisco, California Details
Lincoln Bischoff's Charles Schwab Experience February 2015 - Present
Job Sr. Manager Strategy at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab   February 2015 - Present
Fidelity Investments  March 2014 - February 2015
Fidelity Business Consulting, Fidelity Investments   March 2012 - March 2014
Wilmington Trust  June 2011 - March 2012
T. Rowe Price  June 2010 - September 2010
Fidelity Investments  September 2007 - August 2009
Fidelity Investments  May 2006 - September 2007
New Day Financial  May 2005 - May 2006

Skills
Cross-functional Team..., Leadership, Financial Modeling, Competitive Analysis, Investments, Valuation, Project Management, Management Consulting, Training, Sales, Strategy, Portfolio Management, Corporate Finance

Education
The University of Chicago - Booth School of Business   2009 — 2011
MBA, Economics, Accounting, Strategic Management

Brigham Young University   1999 — 2005
B.S., Finance

Hernan Dinglasan Hernan Dinglasan San Francisco Bay Area Details
Hernan Dinglasan's Charles Schwab Experience October 1998 - Present
Job PMP, CSM
Industry Information Technology and Services
Experience
Charles Schwab   October 1998 - Present
Accenture  December 2004 - November 2005
Kline America   1990 - 1995

Skills
PMP, Software Project..., RUP, SDLC, Project Server, ClearCase, MS Project, Business Analysis, PMO, Waterfall, Software Development, Process Improvement, Vendor Management

Education
UC Berkeley - Extension   2006 — 2010
Certificate - Distinguished, Project Management

British Columbia Institute of Technology   1981 — 1983
Diploma, Business Computer Systems

Lori Hawkins Lori Hawkins Greater Boston Area Details
Lori Hawkins's Charles Schwab Experience June 2015 - Present
Job Manager, Client Service
Industry Financial Services
Experience
Charles Schwab   June 2015 - Present

Skills
Financial Analysis, Securities, Risk Management, Business Analysis, Financial Services, Relationship Management, Mutual Funds, Banking, Asset Management, Customer Service, Finance, Management, Microsoft Excel, Process Improvement

Education
Emmanuel College   2000 — 2007
Bachelor of Science (B.S.), Business Administration

Bradford College   1997 — 1998
Liberal Arts

Ronald Elia Ronald Elia Greater Denver Area Details
Ronald Elia's Charles Schwab Experience September 2012 - June 2013
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Fidelity Investments  June 2014 - March 2015
Fidelity Investments  June 2013 - June 2014
Charles Schwab   September 2012 - June 2013
Fidelity Investments  May 2011 - September 2012
Fidelity Investments  May 2007 - May 2011
Fidelity Investments  May 2006 - May 2007
Fidelity Investments  March 2005 - May 2006
Fidelity Investments  December 2003 - March 2005

Skills
Retirement Planning, Investments, Insurance, Mutual Funds, Retirement, Series 7, Fixed Annuities, Series 63, Securities, IRAs, Term Life Insurance, Series 6, 401k Rollovers, Options, Roth IRA, Trading, Asset Allocation

Education
Brigham Young University   1995 — 2002

Molokai High & Intermediate School   1990 — 1995
Diploma

Adam Brinkerhoff Adam Brinkerhoff San Antonio, Texas Area Details
Adam Brinkerhoff's Charles Schwab Experience 1998 - 2001
Job Sr Director, North America Finance at Acelity
Industry Medical Devices
Experience
Acelity  2014 - Present
Pfizer  2009 - 2014
SilverSky  2008 - 2009
Pfizer  2004 - 2008
Pfizer  2002 - 2004
Charles Schwab   1998 - 2001

Skills
Corporate Finance, Strategic Financial..., Strategic Planning, Decision Support, Corporate FP&A, Analytics, Big Data, Financial Modeling, Accounting, People Development, Capital Project Analysis, Influence Others, Change Management, Business Development, Talent Developer, Leadership, Negotiation, Cross-functional Team..., Managerial Finance, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Team Building, Finance, Strategic Partnerships, Team Leadership, Due Diligence, Internal Controls, Mergers, Mergers & Acquisitions, Process Improvement, Risk Management, Strategy

Education
Thunderbird School of Global Management   2001 — 2002
MBA, Finance

Brigham Young University   1991 — 1997
Bachelor's degree, International Business/Trade/Commerce

Shayne Zundel Shayne Zundel Phoenix, Arizona Area Details
Shayne Zundel's Charles Schwab Experience June 2014 - Present
Job VP Internal Audit Technology
Industry Financial Services
Experience
Charles Schwab   June 2014 - Present
Apollo Group  November 2010 - June 2014
Beckman Coulter  March 2010 - October 2010
Bank of America\Countrywide Financial Corp.   June 2003 - July 2009
Deloitte  October 1999 - May 2003
Ernst & Young  August 1996 - September 1999

Skills
IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, SAS70, CISA, Sarbanes-Oxley, Internal Controls, Risk Assessment, Risk Management, Auditing, Governance, COSO, Business Process..., COBIT, Information Security, Process Improvement, Accounting, Financial Risk, Information Technology, Management, Financial Services

Education
Brigham Young University   1986 — 1991
MAcc, Accounting

Peter McIsaac, CFA, CAIA Peter McIsaac, CFA, CAIA Greater Denver Area Details
Peter McIsaac, CFA, CAIA's Charles Schwab Experience September 2014 - Present
Job Investment Research Generalist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   September 2014 - Present
Capital Cities, LLC   August 2011 - August 2014
The Boston Company Asset Management  March 2007 - June 2011
BNY Mellon Financial Corporation  September 2004 - February 2007

Skills
Investments, Equities, Portfolio Management, Bloomberg, Emerging Markets, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities, Trading

Education
Bridgewater State College   2000 — 2004
Bachelor of Science (B.S.), Finance

Brad Heaps Brad Heaps Sacramento, California Area Details
Brad Heaps's Charles Schwab Experience February 2007 - Present
Job Vice President Senior Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2007 - Present
UBS Wealth Management  October 2004 - February 2007
Barclays Global Investors  October 1999 - October 2004

Skills
Retirement Planning, Series 7, Investments, Finance, Capital Markets, Asset Allocation, Asset Management, Equities, Financial Analysis, Financial Planning, Fixed Income, Investment Strategies, Project Management, Securities, Series 63, Strategic Financial..., Wealth Management, Customer Service

Education
Brigham Young University
B.S., Finance, Business Management

Shannon Tafoya Shannon Tafoya Colorado Springs, Colorado Area Details
Shannon Tafoya's Charles Schwab Experience October 2008 - July 2010
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA  November 2014 - Present
Vanguard  August 2013 - October 2014
Vanguard  September 2012 - August 2013
USAA  May 2010 - September 2011
Charles Schwab   October 2008 - July 2010
Charles Schwab   January 2007 - October 2008

Skills
Series 7, Investments, Asset Managment, Fixed Income, Strategic Financial..., Mutual Funds, Retirement Planning, Bloomberg, Retirement, Insurance, 401k, Series 65, Sales, AAMS, Asset Management, Asset Allocation, IRAs, Series 63, Finance

Education
Brigham Young University - Idaho   2003 — 2005
Bachelor of Arts (B.A.), History

Jeanne Stahl Jeanne Stahl Austin, Texas Area Details
Jeanne Stahl's Charles Schwab Experience December 1997 - March 2013
Job Self Employed at Self Employed as Marketing, Promotions assistant and Financial Advisor
Industry Financial Services
Experience
Self Employed as Marketing, Promotions assistant and Author   January 2015 - Present
Self Employed  March 2013 - Present
Charles Schwab   December 1997 - March 2013
Shop Your Neighbor   May 1997 - October 2009

Skills
Investments, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Asset Allocation, Series 7, Insurance, Investment Advisory, Equities, Portfolio Management, Investment Strategies, Asset Management, Securities, Fixed Annuities, Financial Analysis, 401k, Strategic Planning, Life Insurance

Education
Center Grove High School   1976 — 1980

Brookhaven Community College

Paul Woodbury Paul Woodbury Greater Denver Area Details
Paul Woodbury's Charles Schwab Experience 1993 - 2002
Job Missionary / Retired HR Executive
Industry Human Resources
Experience
The Church of Jesus Christ of Latter-day Saints  2013 - Present
Advanced Leadership Solutions, LLC   March 2012 - Present
TIAA-CREF  March 2004 - August 2011
Charles Schwab   1993 - 2002

Skills
Performance Consulting, Succession Planning, Talent Management, Workforce Planning, Onboarding, Organizational Design, Employee Engagement, Talent Acquisition, 360 Feedback

Education
Brigham Young University   1974 — 1982
Master's degree, Organizational Behavior

Amy Vanness Amy Vanness Greater Denver Area Details
Amy Vanness's Charles Schwab Experience 2008 - Present
Job broker at Schwab Institutional
Industry Financial Services
Experience
Charles Schwab   2008 - Present
Charles Schwab   2008 - 2009

Education
Bowling Green State University   1991 — 1994

Richard A. Armellini Richard A. Armellini San Francisco, California Details
Richard A. Armellini's Charles Schwab Experience January 2014 - Present
Job Vice President and Branch Manager at Charles Schwab California St, 211 Main St and Presidio Heights Branches
Industry Financial Services
Experience
Charles Schwab   January 2014 - Present
Fidelity Investments  March 1992 - 2013

Education
Boston University - School of Management   1983 — 1987
Finance

Mark Lohrman, CFP® Mark Lohrman, CFP® Phoenix, Arizona Area Details
Mark Lohrman, CFP®'s Charles Schwab Experience December 2005 - July 2015
Job Financial Advisor, Vanguard Personal Advisor Sercices
Industry Investment Management
Experience
Vanguard  August 2015 - Present
Charles Schwab   December 2005 - July 2015
Banc of America Securities Corp.   September 2003 - December 2005
Banc One Securities  June 2000 - September 2003

Skills
Asset Allocation, Asset Management, Finance, Financial Services, Investments, Mutual Funds, Retirement Planning, Risk Management, Series 7, Wealth Management

Education
Bradley University

Thomas Edison State College

Josh Sockrider Josh Sockrider Columbus, Ohio Area Details
Josh Sockrider's Charles Schwab Experience June 2000 - August 2001
Job Risk analyst II at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2014 - Present
Citi Fund Services  February 2010 - May 2014
Citi Fund Services  October 2007 - February 2010
Northwestern Mutual Financial Network  February 2002 - October 2007
Charles Schwab   June 2000 - August 2001

Skills
Securities Regulation, Procedure Analysis, Process Improvement, Series 7, FINRA, Investments, Securities, Risk Management, Financial Risk, Mutual Funds, Sales, Equities, Insurance, Banking, Leadership, registered hedge funds, Alternative Investments, Relationship Management, Financial Services

Education
Franklin University   2010 — 2011
Master of Business Administration, MBA

Bowling Green State University   1995 — 1999
BSBA, Finance and Ineternational Business

Kurt Shore Kurt Shore Cleveland/Akron, Ohio Area Details
Kurt Shore's Charles Schwab Experience March 1999 - Present
Job Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 1999 - Present
Kmart Corporation  1997 - 1999

Education
Bowling Green State University   1993 — 1997
Bachelor of Science in Business Administration

Westlake High School   1989 — 1993

Doug Lukcso Doug Lukcso Columbus, Ohio Details
Doug Lukcso's Charles Schwab Experience April 1995 - April 1998
Job VP, Institutional Investment Consultant at Lancaster Pollard
Industry Investment Management
Experience
Lancaster Pollard  December 2008 - Present
Trend Dynamics Inc.   January 2008 - December 2008
National City Bank  April 1998 - December 2007
Charles Schwab   April 1995 - April 1998
Cleveland Financial Group  November 1993 - April 1995

Skills
Financial Modeling, Finance, Investments, Financial Planning, Asset Allocation, Portfolio Management, Investment Advisory, Asset Management, Mutual Funds, Investment Management

Education
Bowling Green State University   1989 — 1993
BA, Business

Peter C. Kim Jr Peter C. Kim Jr Boston, Massachusetts Details
Peter C. Kim Jr's Charles Schwab Experience March 1993 - May 1995
Job Trader at Fidelity Management & Research
Industry Financial Services
Experience
Fidelity Management & Research  September 2011 - Present
Fidelity Capital Markets  May 1997 - September 2011
Fidelity Capital Markets  May 1995 - September 1997
Charles Schwab   March 1993 - May 1995
Ladenburg Thalmann  February 1992 - March 1993
DH Blair & Company   June 1991 - February 1992

Skills
Series 7, Equities, Series 63, Hedge Funds, Bloomberg, Securities, Equity Trading, Investments

Education
Boston University - School of Management
MBA

University of Vermont
BA, Economics

westhill

westhill

Gene Hughes Gene Hughes Brooksville, Florida Details
Gene Hughes's Charles Schwab Experience April 2005 - June 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2012 - Present
Charles Schwab   April 2005 - June 2012
SunTrust Investment Services  April 2002 - April 2005
Charles Schwab   March 2000 - April 2002
Edward Jones  March 1998 - March 2000
Mobile Instrument Service & Repair, Inc.   April 1994 - March 1998
United States Air Force  October 1990 - December 1992
United States Air Force  September 1989 - September 1990
United States Air Force  September 1986 - September 1989

Skills
Wealth Management, Series 7, Retirement Planning, Series 63, Air Force

Education
Bowling Green State University   1981 — 1984
BA, Liberal Arts

Ohio State University-Lima Campus

Eric Ethington Eric Ethington San Francisco Bay Area Details
Eric Ethington's Charles Schwab Experience 2007 - December 2012
Job Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Comerica Wealth & Institutional Management Group   2012 - April 2014
Charles Schwab   2007 - December 2012
Wells Fargo  March 1997 - March 2007

Skills
Securities, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Financial Services, Alternative Investments, Equities, Fixed Income, Risk Management

Education
University of California, Hastings College of the Law   1992 — 1995
JD, Law

Brigham Young University   1988 — 1991
BA, Political Science

Kaisa de Tristan Kaisa de Tristan San Francisco Bay Area Details
Kaisa de Tristan's Charles Schwab Experience May 2000 - October 2004
Job Executive Assistant to CEO at Digital Realty Trust
Industry Executive Office
Experience
Digital Realty Trust  May 2006 - Present
Charles Schwab   May 2000 - October 2004

Skills
Administrative..., Lease Administration, Microsoft Office, Property Management, Office Management, Real Estate, Budgets, Facilities Management, Microsoft Excel, Leases, Outlook

Education
BYU
BA, German, French

Vaasan Tyttolyseo, Vaasa, Finland
Graduate

Kristin Mesgleski Kristin Mesgleski Greater Boston Area Details
Kristin Mesgleski's Charles Schwab Experience September 1999 - September 2001
Job Regional Sales Consultant CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  September 2013 - Present
The Glading Group   August 2012 - July 2013
Transamerica Retirement Management  March 2010 - February 2012
Financial Engines  May 2009 - April 2010
Ameriprise Financial  May 2004 - February 2009
Wachovia Bank, N.A.   2001 - 2003
Charles Schwab   September 1999 - September 2001
Evare  June 1997 - September 1999
Bank One  1995 - 1997
Fidelity Investments  1990 - 1995

Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered

Education
Bowdoin College   1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History

Mark W. Ambrose, CFP Mark W. Ambrose, CFP Wexford, Pennsylvania Details
Mark W. Ambrose, CFP's Charles Schwab Experience March 2014 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2014 - Present
S&T Financial Services   May 2011 - September 2013
Huntington Investment Company  August 2010 - May 2011
PNC Investments/NatCity Investments   February 2004 - August 2010
Commonwealth Financial Network at Citizens National Bank and Nexus Financial Grop   August 1996 - February 2004
American Express Financial Advisors  March 1992 - August 1996

Skills
Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Series 63, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Retirement, Securities, Investment Strategies, Equities, Alternative Investments, Asset Management, Fixed Income, Uniform Combined State..., Financial Advisory

Education
Bowling Green State University   1974 — 1975
Master of Business Administration (MBA), Finance, General

University of Pittsburgh   1971 — 1974
Bachelor of Arts (B.A.), Economics

Brandon Stoker Brandon Stoker Phoenix, Arizona Area Details
Brandon Stoker's Charles Schwab Experience 2009 - Present
Job V.P. Financial Consultant CFP®
Industry Financial Services
Experience
Charles Schwab   2009 - Present
Country Insurance & Financial Services  2008 - 2009
Genworth Financial  2007 - 2008

Skills
Certified Financial..., Retirement Planning, Retirement, Technical Analysis, Derivatives, Series 7, Series 63, Series 65, Strategic Financial..., Estate Planning, Stocks, ETFs, Mutual Funds, IRAs, Investments, Finance, Financial Analysis, Asset Allocation, Wealth Management, Investment Advisory, Leadership, Financial Modeling, Customer Service

Education
University of California, Los Angeles   2010 — 2011
CFP

Brigham Young University   2002 — 2007
BS, Finance

Scott Covington Scott Covington Austin, Texas Area Details
Scott Covington's Charles Schwab Experience 1997 - 2002
Job CFO at Prime Wealth Strategies, LLC
Industry Financial Services
Experience
Prime Wealth Strategies   August 2013 - Present
Alamo Asset Advisors, LLC   January 2012 - September 2013
Ameriprise Financial Services, Inc.   January 2009 - January 2012
Citi/ Smith Barney  December 2005 - December 2008
Edward Jones  September 2003 - December 2005
Charles Schwab   1997 - 2002

Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investments, Estate Planning, Life Insurance

Education
College for Financial Planning   2011 — 2012
CFP, Certified Financial Planner

Embry Riddle Aeronautical University   1993 — 1995
MBA, Aviation Administration

Brigham Young University   1990 — 1993
B.S., Recreation Management

Christine Harder Christine Harder Cleveland/Akron, Ohio Area Details
Christine Harder's Charles Schwab Experience December 1996 - May 2005
Job Benefits Analyst at PolyOne Corporation
Industry Financial Services
Experience
PolyOne  September 2011 - Present
Victory Capital Management  January 2010 - September 2011
Standard Retirement Services  May 2005 - July 2009
Charles Schwab   December 1996 - May 2005
National City Bank  January 1995 - November 1996
LDI Corporation  June 1993 - January 1995

Skills
Benefits Administration, Qualified Retirement..., CRM, Retirement, Budgets, Human Resources, Outlook, Microsoft Office, 401k, Employee Benefits, Administration, Pensions, Financial Analysis, Management, Investments, Defined Benefit, HRIS

Education
Bowling Green State University   1988 — 1993
Bachelor of Arts, General Business

Magnificat High School
College Preparatory

Andrew Fornal Andrew Fornal Cleveland/Akron, Ohio Area Details
Andrew Fornal's Charles Schwab Experience August 2014 - Present
Job Sr. Production Specialist
Industry Graphic Design
Experience
Charles Schwab   August 2014 - Present
Multiweb Communications, Inc.   May 2005 - July 2014
Perception Multimedia   May 2004 - August 2004
Jack Matia Honda and Chevrolet   May 2003 - August 2003

Skills
Web Design, E-Learning, Customer Service, Technical Support, Customer Support, HTML, CSS, JavaScript, Email Marketing, Print Design, Dreamweaver, Blogging

Education
Bowling Green State University   2001 — 2005
Bachelor of Science (B.S.), Visual Communication Technology

Jon Hoose Jon Hoose Phoenix, Arizona Area Details
Jon Hoose's Charles Schwab Experience January 2013 - Present
Job Specialist, Access & Entitlements at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2013 - Present
Adecco Group  February 2012 - Present
Desert Rose Theatre   June 2011 - March 2013
Kid's College, Namincheon   February 2010 - January 2011
Build a Better Basket, LLC   January 2008 - December 2009
Energy Alliance   April 2009 - September 2009
Brigham Young University  April 2002 - April 2008
Black Forest Design   June 2007 - December 2007
Cookies in a Basket, LLC   January 2007 - April 2007
The Heritage Foundation  September 2006 - December 2006

Skills
Fluent Spanish, Proficient French, Life & Health Insurance..., Management, Leadership, Microsoft Excel, French, Analysis, Access, Microsoft Office, Public Speaking

Education
Brigham Young University   1999 — 2008
B.A., International Relations

John Khodarahmi John Khodarahmi Greater Denver Area Details
John Khodarahmi's Charles Schwab Experience July 2015 - Present
Job Senior Municipal Portfolio Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   July 2015 - Present
Eaton Vance  November 2002 - June 2015
Thomas Weisel Partners  2000 - 2002
Montgomery Securities  1999 - 2000
Fleet Securities  1990 - 1998

Skills
Fixed Income, Bloomberg

Education
Boston University Questrom School of Business   1998 — 1999
mba

Boston University Questrom School of Business   1986 — 1990
bsba

Steve Hieta Steve Hieta San Francisco Bay Area Details
Steve Hieta's Charles Schwab Experience December 2000 - March 2003
Job IT Learning Manager at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young  Techonolgy Support SpecialistErnst & YoungJuly 2003 - April 2009
Charles Schwab   December 2000 - March 2003
Ernst & Young  March 2000 - December 2000
Ernst & Young  July 1997 - March 2000

Education
Brigham Young University   1989 — 1993
BS, Sociology

Beth Coneglio Beth Coneglio Cleveland/Akron, Ohio Area Details
Beth Coneglio's Charles Schwab Experience August 2012 - Present
Job Associate
Industry Financial Services
Experience
Charles Schwab   August 2012 - Present
Nordonia Hills School District   August 2009 - June 2012
McDonald Investments  January 2005 - April 2006
KeyBank  July 1998 - January 2005
Cleveland Crunch Soccer Club   June 1996 - July 1998
Louisville Redbirds Baseball and Louisville RiverFrogs Hockey   May 1995 - August 1995

Education
Bowling Green State University   1991 — 1995
Bachelor of Science, Education, Commercial Recreation Administration; Career; Public Relations

Carol LeGates Carol LeGates Cleveland/Akron, Ohio Area Details
Carol LeGates's Charles Schwab Experience 2014 - Present
Job Experienced Retirement Plan Administrator
Industry Financial Services
Experience
Charles Schwab   2014 - Present
Charles Schwab   2004 - 2013
Jewish Community Federation of Cleveland  2001 - 2004
KeyBank  2000 - 2001

Skills
Employee Engagement, Retirement, Defined Benefit..., 401k, Financial Services

Education
Bowling Green State University
Bachelor of Arts (BA), Mathematics

Jennifer McGuiggan Jennifer McGuiggan Charlottesville, Virginia Area Details
Jennifer McGuiggan's Charles Schwab Experience 1993 - 1998
Job Program Support Manager, Employer Support of the Guard and Reserve
Industry Government Relations
Experience
Employer Support of the Guard & Reserve (ESGR)   November 2014 - Present
CFA Institute  August 2014 - November 2014
A-Team Solutions, LLC  October 2011 - March 2014
GAP Solutions, Inc.   January 2009 - October 2011
Charles Schwab   1993 - 1998
Rotary International  August 1986 - August 1987

Skills
Program Management, Volunteer Management, Analysis, Leadership, Business Development, Social Media, Budget Analysis, Portals, Management, Event Planning, Training, Strategic Planning, Customer Service, Building Relationships, Critical Thinking, Policy, Coaching, CRM, Government Contracting, Instructor-led Training, Budgets, Community Outreach, New Business Development, Microsoft Office, Public Speaking, Leadership Development, Government, Sales, DoD, Military, Microsoft Excel, Proposal Writing, Team Building, SharePoint, Human Resources, Research

Education
Bowling Green State University   1988 — 1992
Bachelor's Degree, International Studies, Spanish

Shylaja Prodduturi Shylaja Prodduturi Indianapolis, Indiana Area Details
Shylaja Prodduturi's Charles Schwab Experience August 2010 - September 2011
Job Sr. Application Developer at Herff Jones
Industry Computer Software
Experience
Herff Jones  November 2011 - July 2014
Charles Schwab   August 2010 - September 2011
Federal Home Bank of Indianapolis   June 2008 - December 2009
Wolters Kluwer  October 2006 - June 2008
4086 Advisors (Conseco, Indianapolis)   November 2004 - March 2006
Cross Country Automotive Services (Boston)   September 1999 - August 2001
Aspect Computing (Sydney, Australia)   September 1998 - April 1999

Skills
CICS, JCL, SSIS, COBOL, DB2, T-SQL, SSRS, Stored Procedures, SDLC, XML, SQL, Microsoft SQL Server, Oracle, Web Services, Visual Studio, Database Design, Data Modeling, .NET

Education
Brandeis University   2002 — 2006
Masters, Masters in Software Engineering

Osmania University   1990 — 1993
Bachelor of Science (BS), BS Electronics

Susan Boudrot Susan Boudrot Greater Boston Area Details
Susan Boudrot's Charles Schwab Experience 1998 - 2003
Job Chief Compliance Officer Retail Brokerage at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  October 2011 - Present
Susan M. Boudrot Consulting   January 2011 - October 2011
Fidelity Investments  2008 - 2010
Fidelity Investments  2004 - 2008
Fidelity Investments  2003 - 2004
Charles Schwab   1998 - 2003
Brown & Company Securities Corp.   1994 - 1998
US Securities and Exchange Commission  1989 - 1994
Weiss Angoff Coltin Koski & Wolf   1987 - 1989

Skills
Series 7, Securities, Mutual Funds, Investment Advisory, Compliance, Options, Investments, Risk, Pensions, FINRA, Series 24, AML, Fixed Income, Series 63, Equities, Risk Management, Alternative Investments, Asset Management, OFAC, Brokerage, ERISA, Securities Law, Back Office, Wealth Management, Executive Management, Bonds, Series 3, Commodities and Futures

Education
Boston University Questrom School of Business   1987 — 1989
MBA, Management

Boston University School of Law   1984 — 1987
Juris Doctorate, Law

Regis College   1980 — 1984
Bachelor of Arts, Political Science

Mike Laubinger Mike Laubinger Charlotte, North Carolina Area Details
Mike Laubinger's Charles Schwab Experience March 2008 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2008 - Present
Ameriprise Financial Services, Inc.   July 2003 - March 2008
U.S. Coast Guard   September 1995 - September 1999

Education
Bridgewater State University   1999 — 2003
Bachelor’s Degree

Michele Aponte Michele Aponte New Smyrna Beach, Florida Details
Michele Aponte's Charles Schwab Experience December 2000 - May 2012
Job
Industry Financial Services
Experience
SunTrust Bank  January 2013 - Present
Charles Schwab   December 2000 - May 2012
Winn-Dixie  July 1997 - December 2000

Skills
English, Windows, Outlook, Teamwork, Retail, Data Entry, Troubleshooting, Banking, Spanish, Access, Data Analysis, Training, Team Building, Sales, Accounting, Time Management, Research, Management, Inventory Management, Process Improvement, Financial Analysis, Accounts Receivable, Accounts Payable, Supervisory Skills, Telephone Skills, Spreadsheets, Software Documentation, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Risk Management, Customer Service, Financial Services

Education
Brookdale Community College   2003 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Brookdale Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Lynn Waterbury, AAMS® Lynn Waterbury, AAMS® Rochester, New York Area Details
Lynn Waterbury, AAMS®'s Charles Schwab Experience 2009 - 2011
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Morgan Stanley  December 2014 - February 2015
Morgan Stanley  August 2012 - December 2014
Chemung Canal Trust Company  2011 - 2012
Charles Schwab   2009 - 2011
Charles Schwab   2006 - 2009
Boe Seed Farms   1996 - 2005

Education
Briar Cliff University   2002 — 2006
Bachelor of Arts (B.A.), Business Administration

Paul Shirley Paul Shirley Tacoma, Washington Details
Paul Shirley's Charles Schwab Experience June 2012 - Present
Job Vice President/Branch Manager
Industry Financial Services
Experience
Charles Schwab   June 2012 - Present
Fidelity Investments  September 1993 - June 2012

Skills
Series 63, Series 7, Mutual Funds, Securities, Equities, Fixed Income, Retirement Planning, Options, Investments, Financial Advisory, series 9, series 10, series 66

Education
Cornell University   1991 — 1993
Bachelor's degree, Business Management & Marketing

Ricks College
Associate's degree, General Studies

Trever Kreutzer Trever Kreutzer Salt Lake City, Utah Details
Trever Kreutzer's Charles Schwab Experience June 2011 - August 2013
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  February 2015 - Present
Enterprise Rent-A-Car  January 2014 - February 2015
The Church of Jesus Christ of Latter-day Saints - Human Resources  September 2013 - December 2013
Charles Schwab   June 2011 - August 2013
Self-Employed Investor  March 2011 - March 2013
The REDX  March 2010 - February 2011

Education
University of Utah   2013 — 2014
Bachelor of Business Administration (B.B.A.)

Brigham Young University   2011 — 2012

Utah Valley University
Associate of Science (A.S.)

Scott Roge Scott Roge Indianapolis, Indiana Area Details
Scott Roge's Charles Schwab Experience August 2007 - February 2008
Job Investment Consultant Scottrade
Industry Financial Services
Experience
Scottrade  February 2008 - Present
Charles Schwab   August 2007 - February 2008
E*TRADE Financial  May 2005 - June 2007
JPMorgan Chase  June 2000 - April 2005
Mobile Podiatrist   December 1998 - April 2000

Skills
Mentoring, Human Sign Advertisement, Cost Analysis, Word, Writing, Typing, Team Leadership, Trading, Troubleshooting, Training & Development, Sales Support, Coaching, New Business Development, Small Business, Trade Facilitation, Options Strategies, Equity Derivatives, Presenter, Training Seminars, Educational Seminars, Cost Reduction, Business Analysis, Cost Benefit, Securities, Equity Trading, Financial Analysis, Financial Markets

Education
Bradley University   1987 — 1991
Bachelors of Science, Economics

Glenbrook North   1983 — 1987
High School Diploma, General Studies

Marta Marshall Marta Marshall Phoenix, Arizona Area Details
Marta Marshall's Charles Schwab Experience October 2011 - Present
Job Business Continuity and Incident Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2011 - Present
Charles Schwab   June 2002 - October 2011
Charles Schwab   April 1999 - June 2002
Charles Schwab   March 1996 - April 1999
Safeway  April 1990 - March 1996
First Security Corp   November 1982 - April 1990

Skills
Change Management, Management, Computer Operations, Team Building, Technical Support, Compliance, Business Continuity, Incident Management, IT Management, Disaster Recovery, Vendor Management, Process Improvement, Program Management, IT Strategy, Business Analysis, Project Management, Risk Management, SDLC, ITIL, Data Center, Leadership, Business Continuity...

Education
American Institute of Banking   1983 — 1987

Ricks College

Salt Lake Community College

Utah State University

Beau Sessions Beau Sessions Chicago, Illinois Details
Beau Sessions's Charles Schwab Experience 2005 - 2008
Job Financial Advisor at McDonald Partners
Industry Financial Services
Experience
McDonald Partners   2011 - Present
Private Capital Management  2008 - 2011
Charles Schwab   2005 - 2008
McDonald Investments / Key Bank   2003 - 2004
A.G. Edwards & Sons, Inc.   1997 - 2001

Skills
Investment Strategies, Asset Allocation, Series 7, Investments, Options Strategies, Retirement Planning, 401k Rollovers, Estate Planning, Trust Services, Wealth Management, Retirement, Strategic Financial..., Banking, Investment Advisory, Financial Services, Financial Planning, Wealth, Finance, Management

Education
Bradley University

Trisha Singh Trisha Singh United States Details
Trisha Singh's Charles Schwab Experience June 2008 - July 2008
Job
Industry
Experience
DaVita Rx  2014 - Present
Kings County District Attorneys Office - Healthcare Fraud Division   October 2013 - December 2013
New York Legal Services: Bankruptcy Assistance Project   January 2013 - April 2013
Office of Legal Counsel for New York University Langone Medical Center   June 2012 - December 2012
Office of the Attorney General of the State of New York - Health Care Bureau   January 2012 - April 2012
Business Integrity Commission  August 2011 - December 2011
New York City Civil Court, Honorable Pamela L. Fisher   May 2011 - August 2011
Corporate and Real Estate Clinic, Brooklyn Law School   May 2011 - August 2011
Charles Schwab   June 2008 - July 2008
Neurology, Headache, and Pain Relief Center   June 2007 - September 2007

Education
Brooklyn Law School   2010 — 2013
Juris Doctor, Certificate in Business Law

New York University - Leonard N. Stern School of Business   2006 — 2010
Bachelor's degree, Economics and Finance

Nicole Jeleniowski Nicole Jeleniowski San Diego, California Details
Nicole Jeleniowski's Charles Schwab Experience December 1997 - January 2002
Job Finance Manager at Illumina
Industry Medical Devices
Experience
Illumina  July 2014 - Present
NuVasive  November 2010 - June 2014
HSBC  March 2004 - November 2010
New World Restaurant Group  April 2003 - March 2004
EchoStar Corporation  November 2002 - April 2003
Charles Schwab   December 1997 - January 2002

Skills
Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Reporting, Sarbanes-Oxley, Internal Controls, Consolidation, General Ledger, Auditing, Accounting, Variance Analysis, GAAP

Education
University of Colorado at Denver   1998 — 2002
Master's Degree, Accounting

Brandeis University   1993 — 1997
Bachelor's Degree, Economics

Paul Meldrum Paul Meldrum Greater Salt Lake City Area Details
Paul Meldrum's Charles Schwab Experience December 1991 - December 2001
Job Financial Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP at America First Credit Union   January 2015 - Present
CUNA Brokerage Services  October 2008 - January 2015
Investor Game Plan LLC   November 2007 - October 2008
TD Ameritrade  August 2003 - November 2007
Charles Schwab   December 1991 - December 2001
Dean Witter Reynolds Inc.  November 1983 - September 1988

Skills
Finra Series 7, Finra Series 63, Finra Series 65, Finra Series 8, Insurance License:...

Education
Brigham Young University   1974 — 1980
Bachelor's Degree, Business Management. Emphasis in Marketing and Flinance

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