Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
AMG National Trust Bank September 2007 - Present
Charles Schwab April 2003 - September 2007
Education
Brigham Young University 1976 — 1984
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Charles Schwab 2008 - Present
Charles Schwab 2008 - 2009
Education
Bowling Green State University 1991 — 1994
Charles Schwab January 2014 - Present
Fidelity Investments March 1992 - 2013
Education
Boston University - School of Management 1983 — 1987
Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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