Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Casandra Klein Casandra Klein's Charles Schwab Experience March 2012 - Present
Job Event Manager at Charles Schwab
Industry Events Services
Experience
Charles Schwab March 2012 - Present
Paula LeDuc Fine Catering April 2008 - March 2012
Self Employed February 2005 - April 2008
Self-employed February 2005 - April 2008
the gardener February 2005 - December 2007
Paula LeDuc Fine Catering April 2002 - February 2005
marchFIRST July 2000 - May 2001
Skills
Event Planning, Event Management, Production, Budgeting, Corporate Events, Customer Service
Education
California College of the Arts 1997 — 2000
BFA with Distinction, Graphic Design
Charles Schwab March 2012 - Present
Paula LeDuc Fine Catering April 2008 - March 2012
Self Employed February 2005 - April 2008
Self-employed February 2005 - April 2008
the gardener February 2005 - December 2007
Paula LeDuc Fine Catering April 2002 - February 2005
marchFIRST July 2000 - May 2001
Skills
Event Planning, Event Management, Production, Budgeting, Corporate Events, Customer Service
Education
California College of the Arts 1997 — 2000
BFA with Distinction, Graphic Design
Cody Absalon Cody Absalon's Charles Schwab Experience November 2014 - Present
Job Financial Service Professional (Broker) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Bend Park and Recreation District June 2014 - July 2014
YMCA of Columbia-Willamette April 2014 - June 2014
Sunriver Resort June 2011 - August 2013
Linfield College April 2012 - February 2013
Linfield College January 2012 - May 2012
Skills
Leadership, Teamwork, Business, Time Management, PowerPoint, Microsoft Office, Sales, Basketball Coaching, Goal Oriented, Microsoft Excel, Analysis, Marketing, Management, Finance, Sports Management
Education
Linfield College 2011 — 2014
Bachelor of Science (BS), Finance, General
Universidad Veritas 2013 — 2013
Spanish
Cal Poly San Luis Obispo 2010 — 2011
Summit High School 2006 — 2010
Charles Schwab November 2014 - Present
Bend Park and Recreation District June 2014 - July 2014
YMCA of Columbia-Willamette April 2014 - June 2014
Sunriver Resort June 2011 - August 2013
Linfield College April 2012 - February 2013
Linfield College January 2012 - May 2012
Skills
Leadership, Teamwork, Business, Time Management, PowerPoint, Microsoft Office, Sales, Basketball Coaching, Goal Oriented, Microsoft Excel, Analysis, Marketing, Management, Finance, Sports Management
Education
Linfield College 2011 — 2014
Bachelor of Science (BS), Finance, General
Universidad Veritas 2013 — 2013
Spanish
Cal Poly San Luis Obispo 2010 — 2011
Summit High School 2006 — 2010
Raquel Richardson's Charles Schwab Experience November 1998 - March 2000
Job
Industry Information Technology and Services
Experience
Netfor, Inc. August 2015 - Present
Apparatus October 2013 - June 2015
Silver Square March 2000 - October 2013
Charles Schwab November 1998 - March 2000
Indianapolis Chamber of Commerce July 1997 - November 1998
Skills
Marketing, Social Media, Public Relations, Social Media Marketing, Email Marketing, Marketing Communications, Content Strategy, Strategy, Leadership, Marketing Strategy, Content Marketing, Brand Development, Entrepreneurship, Lead Generation, New Business Development, Strategic Planning, Connector, Online Marketing, Sales, Team Leadership, Thought Leadership, Business Development, Business Intelligence, Branded Content..., Great Motivator, Microsoft Technologies, Amazon Web Services..., Channel Partners, Channel Sales, Field Marketing, Copywriting, Solution Selling, Management, Product Marketing, Public Speaking
Education
Butler University 1992 — 1996
BS
Netfor, Inc. August 2015 - Present
Apparatus October 2013 - June 2015
Silver Square March 2000 - October 2013
Charles Schwab November 1998 - March 2000
Indianapolis Chamber of Commerce July 1997 - November 1998
Skills
Marketing, Social Media, Public Relations, Social Media Marketing, Email Marketing, Marketing Communications, Content Strategy, Strategy, Leadership, Marketing Strategy, Content Marketing, Brand Development, Entrepreneurship, Lead Generation, New Business Development, Strategic Planning, Connector, Online Marketing, Sales, Team Leadership, Thought Leadership, Business Development, Business Intelligence, Branded Content..., Great Motivator, Microsoft Technologies, Amazon Web Services..., Channel Partners, Channel Sales, Field Marketing, Copywriting, Solution Selling, Management, Product Marketing, Public Speaking
Education
Butler University 1992 — 1996
BS
Gene Richardson Gene Richardson's Charles Schwab Experience May 2008 - May 2011
Job Chief Operations Officer at Experts Exchange
Industry Information Technology and Services
Experience
Experts Exchange March 2014 - Present
IBM June 2011 - March 2014
Charles Schwab May 2008 - May 2011
Charles Schwab May 2005 - May 2008
Charles Schwab November 1995 - May 2005
Motorola June 1992 - November 1995
California Polytechnic State University April 1985 - June 1992
Skills
IT Strategy, Global Delivery, Business Continuity, Enterprise Architecture, Vendor Management, SDLC, Security, Data Center, Cross-functional Team..., Integration, Infrastructure, Virtualization, Business Analysis, SaaS, Outsourcing, Business Development, Architecture, Program Management, Cloud Computing, Management, IT Management, Solution Architecture, Enterprise Software, Leadership, Professional Services, Disaster Recovery, PMP, Architectures, Business Intelligence, Project Portfolio..., ITIL, PMO, IT Service Management
Education
California Polytechnic State University-San Luis Obispo 1984 — 1989
MBA, Computer Science
Experts Exchange March 2014 - Present
IBM June 2011 - March 2014
Charles Schwab May 2008 - May 2011
Charles Schwab May 2005 - May 2008
Charles Schwab November 1995 - May 2005
Motorola June 1992 - November 1995
California Polytechnic State University April 1985 - June 1992
Skills
IT Strategy, Global Delivery, Business Continuity, Enterprise Architecture, Vendor Management, SDLC, Security, Data Center, Cross-functional Team..., Integration, Infrastructure, Virtualization, Business Analysis, SaaS, Outsourcing, Business Development, Architecture, Program Management, Cloud Computing, Management, IT Management, Solution Architecture, Enterprise Software, Leadership, Professional Services, Disaster Recovery, PMP, Architectures, Business Intelligence, Project Portfolio..., ITIL, PMO, IT Service Management
Education
California Polytechnic State University-San Luis Obispo 1984 — 1989
MBA, Computer Science
Emmi Tarr Emmi Tarr's Charles Schwab Experience June 2011 - December 2011
Job Web Front End Development and SharePoint
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company February 2012 - Present
Charles Schwab June 2011 - December 2011
Wells Fargo July 2009 - March 2011
Golden State Overnight January 2007 - March 2009
Crow Canyon Systems November 2005 - February 2006
Accolo, Inc. August 2003 - February 2005
Sun Microsystems January 2003 - November 2003
TriNet June 2001 - December 2002
TriNet (Venture Talent Division) June 1999 - December 2000
Skills
HTML, CSS, HTML5, CSS3, Front-End Development, SharePoint, Content Management, Web Development, Accessibility, WCAG 2.0, Section 508, Web Project Management, Web Producer, Technical Writer/Editor, Documentum, XHTML, HTML 5
Education
California Polytechnic State University-San Luis Obispo 1974 — 1979
BS, Ornamental Horticulture
Pacific Gas and Electric Company February 2012 - Present
Charles Schwab June 2011 - December 2011
Wells Fargo July 2009 - March 2011
Golden State Overnight January 2007 - March 2009
Crow Canyon Systems November 2005 - February 2006
Accolo, Inc. August 2003 - February 2005
Sun Microsystems January 2003 - November 2003
TriNet June 2001 - December 2002
TriNet (Venture Talent Division) June 1999 - December 2000
Skills
HTML, CSS, HTML5, CSS3, Front-End Development, SharePoint, Content Management, Web Development, Accessibility, WCAG 2.0, Section 508, Web Project Management, Web Producer, Technical Writer/Editor, Documentum, XHTML, HTML 5
Education
California Polytechnic State University-San Luis Obispo 1974 — 1979
BS, Ornamental Horticulture
James R. Jim Clunie James R. Jim Clunie's Charles Schwab Experience November 1995 - July 2011
Job Desktop Support at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems March 2013 - Present
2URDR Computer Services February 2012 - Present
Bell Techlogix, Inc. April 2012 - March 2013
Charles Schwab November 1995 - July 2011
Heuristic Data Services May 1980 - November 1982
Skills
Technical Support, Help Desk Support, Mutual Funds, Computer Hardware, Series 7, Customer Satisfaction, Trading, Technical Analysis, Software Installation, Computer Repair, Computer Security, Training, Windows, Networking, FINRA, CompTIA, Computer Science, Program Management, ETFs, CompTIA A+, CompTIA Network+, Computer Maintenance, Computer Literate, Windows XP Pro, Windows 7, COBOL, Fortran, Pascal, Visual Basic, Customer Service, Troubleshooting, Remote Troubleshooting
Education
Ivy Tech Community College 2010 — 2012
Wright State University 1983 — 1985
Computer Science
Butler University 1977 — 1980
Computer Science/Mathematics
TEKsystems March 2013 - Present
2URDR Computer Services February 2012 - Present
Bell Techlogix, Inc. April 2012 - March 2013
Charles Schwab November 1995 - July 2011
Heuristic Data Services May 1980 - November 1982
Skills
Technical Support, Help Desk Support, Mutual Funds, Computer Hardware, Series 7, Customer Satisfaction, Trading, Technical Analysis, Software Installation, Computer Repair, Computer Security, Training, Windows, Networking, FINRA, CompTIA, Computer Science, Program Management, ETFs, CompTIA A+, CompTIA Network+, Computer Maintenance, Computer Literate, Windows XP Pro, Windows 7, COBOL, Fortran, Pascal, Visual Basic, Customer Service, Troubleshooting, Remote Troubleshooting
Education
Ivy Tech Community College 2010 — 2012
Wright State University 1983 — 1985
Computer Science
Butler University 1977 — 1980
Computer Science/Mathematics
Guy Moore Guy Moore's Charles Schwab Experience March 1982 - March 1986
Job President at Mt. Diablo Education Association
Industry Education Management
Experience
Mt. Diablo Education Association June 2012 - Present
Northgate High School August 2000 - June 2012
Charles Schwab March 1982 - March 1986
Alaskan Pipeline Construction Worker June 1975 - August 1980
Skills
Fundraising, Leadership, Team Building, Business Strategy, Program Development, Community Outreach, Marketing Strategy, Grant Writing, Volunteer Management, Marketing Communications, Email Marketing, Retirement, Leadership Development, Instructional Design, Adult Education, Organizational..., E-Learning, Executive Coaching, Nonprofits
Education
Cal State East Bay 1999 — 2004
Course work for Master's degree, US History
St. Marys College 1997 — 1998
Teaching Credential, Education
University of Washington, Michael G. Foster School of Business 1979 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Butte College 1975 — 1979
Associate of Arts (AA), Business Administration
Mt. Diablo Education Association June 2012 - Present
Northgate High School August 2000 - June 2012
Charles Schwab March 1982 - March 1986
Alaskan Pipeline Construction Worker June 1975 - August 1980
Skills
Fundraising, Leadership, Team Building, Business Strategy, Program Development, Community Outreach, Marketing Strategy, Grant Writing, Volunteer Management, Marketing Communications, Email Marketing, Retirement, Leadership Development, Instructional Design, Adult Education, Organizational..., E-Learning, Executive Coaching, Nonprofits
Education
Cal State East Bay 1999 — 2004
Course work for Master's degree, US History
St. Marys College 1997 — 1998
Teaching Credential, Education
University of Washington, Michael G. Foster School of Business 1979 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Butte College 1975 — 1979
Associate of Arts (AA), Business Administration
Nathan Krout's Charles Schwab Experience June 2011 - August 2011
Job Senior Analyst
Industry Management Consulting
Experience
Accelerated Growth Advisors January 2015 - Present
Accelerated Growth Advisors February 2013 - December 2014
Conexus Indiana May 2012 - February 2013
Butler University August 2008 - May 2012
Charles Schwab June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Fundraising, Public Speaking, Research, Microsoft Word, Event Planning, Data Analysis, Non-profits, Public Relations, Social Networking, Volunteer Management, Financial Analysis, Capital Budgeting, Operating Budgets, Invoicing, Workforce Development, Nonprofits, Social Media, Leadership
Education
Butler University - College of Business Administration 2008 — 2012
Bachelors, Accounting and Finance
Accelerated Growth Advisors January 2015 - Present
Accelerated Growth Advisors February 2013 - December 2014
Conexus Indiana May 2012 - February 2013
Butler University August 2008 - May 2012
Charles Schwab June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Fundraising, Public Speaking, Research, Microsoft Word, Event Planning, Data Analysis, Non-profits, Public Relations, Social Networking, Volunteer Management, Financial Analysis, Capital Budgeting, Operating Budgets, Invoicing, Workforce Development, Nonprofits, Social Media, Leadership
Education
Butler University - College of Business Administration 2008 — 2012
Bachelors, Accounting and Finance
Ben Curren Ben Curren's Charles Schwab Experience October 2000 - February 2001
Job Hands on engineering leader and entrepreneur
Industry Computer Software
Experience
Green Bits Inc. May 2014 - Present
GoDaddy.com July 2012 - August 2013
Outright November 2008 - July 2012
Esomnie September 2006 - November 2008
Intuit, Inc. January 2004 - September 2006
Charles Schwab October 2000 - February 2001
Eveo.com March 2000 - October 2000
AlphabitMedia.com and MrSwap.com September 1999 - March 2000
Xerox June 1999 - September 1999
Sun Microsystems June 1998 - November 1998
Skills
Ruby, jQuery, Ruby on Rails, Scalability, JavaScript, Web Applications, Agile Methodologies, Entrepreneurship, Start-ups, Open Source, Web Development, Cloud Computing, TDD, Backbone.js, MySQL, HTML 5, Node.js, Git, Java, C++, Software Development, Scrum, Databases, Mobile Applications, AJAX, SaaS
Education
California Polytechnic State University 1996 — 2002
B.S., Computer Science
Green Bits Inc. May 2014 - Present
GoDaddy.com July 2012 - August 2013
Outright November 2008 - July 2012
Esomnie September 2006 - November 2008
Intuit, Inc. January 2004 - September 2006
Charles Schwab October 2000 - February 2001
Eveo.com March 2000 - October 2000
AlphabitMedia.com and MrSwap.com September 1999 - March 2000
Xerox June 1999 - September 1999
Sun Microsystems June 1998 - November 1998
Skills
Ruby, jQuery, Ruby on Rails, Scalability, JavaScript, Web Applications, Agile Methodologies, Entrepreneurship, Start-ups, Open Source, Web Development, Cloud Computing, TDD, Backbone.js, MySQL, HTML 5, Node.js, Git, Java, C++, Software Development, Scrum, Databases, Mobile Applications, AJAX, SaaS
Education
California Polytechnic State University 1996 — 2002
B.S., Computer Science
Michele Mercer Lee Michele Mercer Lee's Charles Schwab Experience January 2013 - December 2013
Job Global Director, HR/OD at HewlettPackard
Industry Management Consulting
Experience
Hewlett-Packard May 2015 - Present
M. Mercer Consulting January 2014 - May 2015
Charles Schwab January 2013 - December 2013
Charles Schwab September 2011 - December 2012
Microsoft Corporation January 2008 - July 2011
Starbucks July 2006 - November 2007
Starbucks June 2005 - June 2006
Nike May 2003 - June 2005
Nike September 2001 - April 2003
Nike May 2000 - August 2001
Skills
Change Management, Graphic Facilitation, Graphic Templates, Life Maps, Data Collection, Needs Analysis, Leadership Development, MBTI, Organizational Design, Organizational..., Process Mapping, Strategic Planning, Systems Thinking, Team Performance..., Talent Capability &..., Talent Management, Career Development, Custom Training..., Executive Coaching, Concept Development, Strategy, Workshop Facilitation, Organizational..., Performance Management, Leadership, Personnel Management, Employee Relations, Coaching, Recruiting, Program Management
Education
California Institute of Integral Studies
PhD - Doctor of Philosophy, Transformative Studies
New Ventures West - San Francisco
Professional Coaching Certification Program
Ohio Wesleyan University
B.A. Liberal Studies
University of San Francisco
M.S. Organization Development
University of Santa Monica
M.A. Psychology
Hewlett-Packard May 2015 - Present
M. Mercer Consulting January 2014 - May 2015
Charles Schwab January 2013 - December 2013
Charles Schwab September 2011 - December 2012
Microsoft Corporation January 2008 - July 2011
Starbucks July 2006 - November 2007
Starbucks June 2005 - June 2006
Nike May 2003 - June 2005
Nike September 2001 - April 2003
Nike May 2000 - August 2001
Skills
Change Management, Graphic Facilitation, Graphic Templates, Life Maps, Data Collection, Needs Analysis, Leadership Development, MBTI, Organizational Design, Organizational..., Process Mapping, Strategic Planning, Systems Thinking, Team Performance..., Talent Capability &..., Talent Management, Career Development, Custom Training..., Executive Coaching, Concept Development, Strategy, Workshop Facilitation, Organizational..., Performance Management, Leadership, Personnel Management, Employee Relations, Coaching, Recruiting, Program Management
Education
California Institute of Integral Studies
PhD - Doctor of Philosophy, Transformative Studies
New Ventures West - San Francisco
Professional Coaching Certification Program
Ohio Wesleyan University
B.A. Liberal Studies
University of San Francisco
M.S. Organization Development
University of Santa Monica
M.A. Psychology
Charles Beebe Charles Beebe's Charles Schwab Experience April 1999 - November 2002
Job Sr. Web Designer / FrontEnd Developer. Patented. Architecturallytrained. 50/50 Creative/Technical.
Industry Internet
Experience
InnerAct December 2014 - Present
Extroversive March 2009 - November 2014
Charles Beebe January 2008 - January 2009
Artreuse: The Art of Reuse January 2006 - January 2009
Charles Beebe Construction March 2002 - June 2005
Charles Schwab April 1999 - November 2002
Skills
Photoshop, Web Design, Adobe Creative Suite, Wordpress, CSS, User Interface Design, HTML5, XHTML, Web Development, Graphic Design, Dreamweaver, Front-end Development, Information Architecture, jQuery, PHP, HTML, Logo Design, Ruby on Rails Views, WordPress, Front-end, HTML 5
Education
San Jose State University 1986 — 1987
B.A., Environmental Design and Development, (Urban Planning, Business and Liberal Arts)
California Polytechnic State University-San Luis Obispo 1980 — 1984
Architecture
InnerAct December 2014 - Present
Extroversive March 2009 - November 2014
Charles Beebe January 2008 - January 2009
Artreuse: The Art of Reuse January 2006 - January 2009
Charles Beebe Construction March 2002 - June 2005
Charles Schwab April 1999 - November 2002
Skills
Photoshop, Web Design, Adobe Creative Suite, Wordpress, CSS, User Interface Design, HTML5, XHTML, Web Development, Graphic Design, Dreamweaver, Front-end Development, Information Architecture, jQuery, PHP, HTML, Logo Design, Ruby on Rails Views, WordPress, Front-end, HTML 5
Education
San Jose State University 1986 — 1987
B.A., Environmental Design and Development, (Urban Planning, Business and Liberal Arts)
California Polytechnic State University-San Luis Obispo 1980 — 1984
Architecture
Grace Chau Grace Chau's Charles Schwab Experience May 2010 - December 2010
Job
Industry Management Consulting
Experience
Salesforce.com September 2012 - Present
SunPower Corporation January 2011 - August 2012
Charles Schwab May 2010 - December 2010
Charles Schwab August 2007 - May 2010
Charles Schwab March 2006 - August 2007
Deloitte September 2002 - March 2006
Deloitte September 2000 - August 2002
Deloitte September 1998 - August 2000
Skills
Project Management, Operational Excellence, Program Management, Governance, SDLC, Business Process..., Vendor management, Portfolio Management, Business Operations, release management, 24x7 Production Support, Building Engineering, Executive-level..., Business Development, IT Management, Business Process, Integration, Management, Release Management, SaaS, Testing, Vendor Management
Education
California Polytechnic State University, San Luis Obispo 1995 — 1998
BS, Business Administration, MIS
Salesforce.com September 2012 - Present
SunPower Corporation January 2011 - August 2012
Charles Schwab May 2010 - December 2010
Charles Schwab August 2007 - May 2010
Charles Schwab March 2006 - August 2007
Deloitte September 2002 - March 2006
Deloitte September 2000 - August 2002
Deloitte September 1998 - August 2000
Skills
Project Management, Operational Excellence, Program Management, Governance, SDLC, Business Process..., Vendor management, Portfolio Management, Business Operations, release management, 24x7 Production Support, Building Engineering, Executive-level..., Business Development, IT Management, Business Process, Integration, Management, Release Management, SaaS, Testing, Vendor Management
Education
California Polytechnic State University, San Luis Obispo 1995 — 1998
BS, Business Administration, MIS
Melony Bravmann Melony Bravmann's Charles Schwab Experience 2014 - 2015
Job VP Marketing & Client Engagement at The Presentation Company
Industry Marketing and Advertising
Experience
Charles Schwab 2014 - 2015
Mimeko Design Group 2013 - 2015
Cisco Systems 2006 - 2013
AT&T 2001 - 2006
SBC 1998 - 2001
Skills
Change Management, Business Strategy, Business, Fine Art, Corporate Education, Leadership, Instructional Design, Captivate, Instructor-led Training, User Experience, Multimedia, Cross-functional Team..., E-Learning, Workshop Facilitation, Adobe Acrobat, Technical Writing, Program Management, Project Management, Training Delivery, Presentation Development, Content Development, Proposal Writing, WebEx, Management, Start-ups, Talent Management, Desktop Publishing, Organizational Learning, Process Improvement, Business Development, Strategy, Learning Management, Vendor Management, Training, Strategic Partnerships, Enterprise Software, Consulting, Team Building, Business Process, Virtual Teams, Blended Learning, Needs Analysis, ADDIE, Leadership Development, Thought Leadership, Employee Engagement, Employee Training
Education
California College of the Arts 1993 — 1995
Master of Fine Arts (MFA)
California College of the Arts
Bachelor of Fine Arts (BFA)
Charles Schwab 2014 - 2015
Mimeko Design Group 2013 - 2015
Cisco Systems 2006 - 2013
AT&T 2001 - 2006
SBC 1998 - 2001
Skills
Change Management, Business Strategy, Business, Fine Art, Corporate Education, Leadership, Instructional Design, Captivate, Instructor-led Training, User Experience, Multimedia, Cross-functional Team..., E-Learning, Workshop Facilitation, Adobe Acrobat, Technical Writing, Program Management, Project Management, Training Delivery, Presentation Development, Content Development, Proposal Writing, WebEx, Management, Start-ups, Talent Management, Desktop Publishing, Organizational Learning, Process Improvement, Business Development, Strategy, Learning Management, Vendor Management, Training, Strategic Partnerships, Enterprise Software, Consulting, Team Building, Business Process, Virtual Teams, Blended Learning, Needs Analysis, ADDIE, Leadership Development, Thought Leadership, Employee Engagement, Employee Training
Education
California College of the Arts 1993 — 1995
Master of Fine Arts (MFA)
California College of the Arts
Bachelor of Fine Arts (BFA)
Emily Heimsoth Emily Heimsoth's Charles Schwab Experience July 2014 - Present
Job Senior Marketing Manager, Digital at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab July 2014 - Present
BlackRock August 2013 - May 2014
Simplee April 2013 - August 2013
AcademixDirect, Inc. March 2009 - February 2012
VentureDirect Worldwide April 2007 - March 2009
HLP Clear Packaging 2005 - 2006
Skills
Email Marketing, Direct Marketing, Marketing, Social Media Marketing, Lead Generation, Product Marketing, Online Advertising, Marketing Strategy, Marketing Communications, Online Lead Generation, Online Marketing, Management, Advertising, Community Management, Higher Education, B2B, Digital Marketing, Content Marketing, User Experience, Landing Page..., Google Analytics, Web Analytics, PPC, Project Management, Web Development, B2B Marketing, SEO, Social Media, Strategy, User Interface, Product Requirements, Online Marketing..., Direct Response, B2C Marketing, A/B testing, Brand Development, Analytics, Multi-channel Marketing, Digital Strategy, Corporate Branding, Brand Developement, Digital Media, CEM
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science, Graphic Communications and Business Administration
Charles Schwab July 2014 - Present
BlackRock August 2013 - May 2014
Simplee April 2013 - August 2013
AcademixDirect, Inc. March 2009 - February 2012
VentureDirect Worldwide April 2007 - March 2009
HLP Clear Packaging 2005 - 2006
Skills
Email Marketing, Direct Marketing, Marketing, Social Media Marketing, Lead Generation, Product Marketing, Online Advertising, Marketing Strategy, Marketing Communications, Online Lead Generation, Online Marketing, Management, Advertising, Community Management, Higher Education, B2B, Digital Marketing, Content Marketing, User Experience, Landing Page..., Google Analytics, Web Analytics, PPC, Project Management, Web Development, B2B Marketing, SEO, Social Media, Strategy, User Interface, Product Requirements, Online Marketing..., Direct Response, B2C Marketing, A/B testing, Brand Development, Analytics, Multi-channel Marketing, Digital Strategy, Corporate Branding, Brand Developement, Digital Media, CEM
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science, Graphic Communications and Business Administration
Corey Burkhart's Charles Schwab Experience July 2004 - February 2009
Job Agency Training Specialist at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance January 2013 - Present
Principal Financial Group July 2012 - January 2013
TIAA-CREF February 2009 - May 2012
Charles Schwab July 2004 - February 2009
Charles Schwab Inc June 2003 - February 2009
Charles Schwab Inc June 2000 - June 2003
Skills
Series 7, Investment Advisory, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, ETFs, Investments, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Fixed Annuities, Securities
Education
Butler University 1996 — 2000
Bachelor's degree, Finance, General
Butler University 1996 — 2000
B.S, Finance
State Farm Insurance January 2013 - Present
Principal Financial Group July 2012 - January 2013
TIAA-CREF February 2009 - May 2012
Charles Schwab July 2004 - February 2009
Charles Schwab Inc June 2003 - February 2009
Charles Schwab Inc June 2000 - June 2003
Skills
Series 7, Investment Advisory, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, ETFs, Investments, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Fixed Annuities, Securities
Education
Butler University 1996 — 2000
Bachelor's degree, Finance, General
Butler University 1996 — 2000
B.S, Finance
Brian Stovall Brian Stovall's Charles Schwab Experience 2003 - 2007
Job Director, Relationship Management at NASPP
Industry Financial Services
Experience
NASPP January 2015 - Present
NASPP March 2012 - Present
NASPP October 2011 - Present
Fidelity Investments April 2007 - January 2015
NASPP 2004 - 2011
Charles Schwab 2003 - 2007
Etrade Financial 2000 - 2002
Education
Certified Equity Professional Institute
Certified Equity Professional, Equity Compensation
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor's Degree, Business Administration, Finance
College of the Sequoias 1987 — 1990
Associate's Degree, General Studies
NASPP January 2015 - Present
NASPP March 2012 - Present
NASPP October 2011 - Present
Fidelity Investments April 2007 - January 2015
NASPP 2004 - 2011
Charles Schwab 2003 - 2007
Etrade Financial 2000 - 2002
Education
Certified Equity Professional Institute
Certified Equity Professional, Equity Compensation
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor's Degree, Business Administration, Finance
College of the Sequoias 1987 — 1990
Associate's Degree, General Studies
Chris Frothinger Chris Frothinger's Charles Schwab Experience 1997 - 1998
Job Founder FurtherFit
Industry Health, Wellness and Fitness
Experience
FurtherFit January 2013 - Present
P-Town Book Sales 2014 - 2015
P-Town Book Sales 2014 - 2015
InfoCentricity February 2000 - April 2012
Wells Fargo January 1999 - June 1999
Epiphany August 1998 - January 1999
Charles Schwab 1997 - 1998
NationsBank 1994 - 1997
Fair Isaac December 1991 - August 1994
Skills
Predictive Analytics, Analytics, Data Analysis, Product Development, Statistics, Software Development, Predictive Modeling, Business Intelligence, Risk Management, Business Analytics, Data Mining, SaaS, Database Marketing, Marketing Analytics, Marketing, Strategy, Segmentation, CRM, Fitness, Cycling, Running, Swimming, Entrepreneurship, Analysis, Management, Product Management, Leadership, Multi-channel Marketing, Customer Acquisition, SAS, Enterprise Software, Customer Analysis, Big Data, Consulting, Marketing Strategy, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 1989 — 1991
BS
Santa Rosa Junior College 1987 — 1989
FurtherFit January 2013 - Present
P-Town Book Sales 2014 - 2015
P-Town Book Sales 2014 - 2015
InfoCentricity February 2000 - April 2012
Wells Fargo January 1999 - June 1999
Epiphany August 1998 - January 1999
Charles Schwab 1997 - 1998
NationsBank 1994 - 1997
Fair Isaac December 1991 - August 1994
Skills
Predictive Analytics, Analytics, Data Analysis, Product Development, Statistics, Software Development, Predictive Modeling, Business Intelligence, Risk Management, Business Analytics, Data Mining, SaaS, Database Marketing, Marketing Analytics, Marketing, Strategy, Segmentation, CRM, Fitness, Cycling, Running, Swimming, Entrepreneurship, Analysis, Management, Product Management, Leadership, Multi-channel Marketing, Customer Acquisition, SAS, Enterprise Software, Customer Analysis, Big Data, Consulting, Marketing Strategy, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 1989 — 1991
BS
Santa Rosa Junior College 1987 — 1989
Brian Billmeier's Charles Schwab Experience September 2007 - February 2008
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
John Hancock July 2008 - November 2014
Merrill Lynch April 2007 - October 2008
Charles Schwab September 2007 - February 2008
Skills
Mutual Funds, Series 6, 401k, Portfolio Management, Series 63, Life Insurance, Investments, Retirement, Retirement Planning, Asset Allocation, Fixed Annuities, Securities, Wealth Management, Investment Advisory
Education
Butler University
BS, Finance
Forest Hills Central
Transamerica Retirement Solutions November 2014 - Present
John Hancock July 2008 - November 2014
Merrill Lynch April 2007 - October 2008
Charles Schwab September 2007 - February 2008
Skills
Mutual Funds, Series 6, 401k, Portfolio Management, Series 63, Life Insurance, Investments, Retirement, Retirement Planning, Asset Allocation, Fixed Annuities, Securities, Wealth Management, Investment Advisory
Education
Butler University
BS, Finance
Forest Hills Central
Mary Mattison-Roberts Mary Mattison-Roberts's Charles Schwab Experience 1995 - 1996
Job Product Manager/Business Analysis/Process Improvment
Industry Information Technology and Services
Experience
Visa February 2012 - July 2014
Larimer County April 2007 - November 2011
Kingland Systems July 2004 - January 2006
IFMG December 2002 - July 2004
Streampoint 2001 - 2002
Compliance Advisers, Inc. January 1996 - May 2001
Charles Schwab 1995 - 1996
Multi-Financial 1993 - 1995
Chatfield Dean 1992 - 1993
NASD 1990 - 1992
Skills
Business Analysis, Requirements Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Requirements, Software Requirements, Business Process, Business Process..., Black Box Testing, User Acceptance Testing, End User Training, End User Support, Product Management, Product Design, Product Launches, Manual Testing, Regression Testing, Scrum, Waterfall, Financial Markets, Criminal Justice, Project Coordination, MS Office Suite, Activity Diagrams, SWOT analysis, Accounting, Budgeting, Banking, Auditing, Securities Regulation, Workflow, IVR, EMR, Off the shelf software..., Application Analysis, Financial Analysis, Technical Documentation, Performance Measurement, Performance Metrics, Strategic Planning, Cost Accounting, Series 7, series 27, series 24, series 4, series 53, Consultancy, Analysis, Leadership
Education
UC Irvine 2006 — 2008
Certificate, Business Analysis
Buena Vista University 1984 — 1987
BA, Finance & Banking
Visa February 2012 - July 2014
Larimer County April 2007 - November 2011
Kingland Systems July 2004 - January 2006
IFMG December 2002 - July 2004
Streampoint 2001 - 2002
Compliance Advisers, Inc. January 1996 - May 2001
Charles Schwab 1995 - 1996
Multi-Financial 1993 - 1995
Chatfield Dean 1992 - 1993
NASD 1990 - 1992
Skills
Business Analysis, Requirements Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Requirements, Software Requirements, Business Process, Business Process..., Black Box Testing, User Acceptance Testing, End User Training, End User Support, Product Management, Product Design, Product Launches, Manual Testing, Regression Testing, Scrum, Waterfall, Financial Markets, Criminal Justice, Project Coordination, MS Office Suite, Activity Diagrams, SWOT analysis, Accounting, Budgeting, Banking, Auditing, Securities Regulation, Workflow, IVR, EMR, Off the shelf software..., Application Analysis, Financial Analysis, Technical Documentation, Performance Measurement, Performance Metrics, Strategic Planning, Cost Accounting, Series 7, series 27, series 24, series 4, series 53, Consultancy, Analysis, Leadership
Education
UC Irvine 2006 — 2008
Certificate, Business Analysis
Buena Vista University 1984 — 1987
BA, Finance & Banking
Cory Castle, CTSM Cory Castle, CTSM's Charles Schwab Experience January 2006 - Present
Job Sr. Mgr./Event and Production Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2006 - Present
Firestone Building Products July 1999 - January 2006
CountryMark Cooperative October 1995 - July 1999
Weyerhaeuser July 1992 - October 1995
Skills
Trade Shows, Marketing Communications, Direct Marketing, Event Management, Integrated Marketing, Marketing, Marketing Strategy, Relationship Marketing, Event Planning, Management, Social Media
Education
Northern Illinois University 2010 — 2012
CTSM Certification, Marketing
Butler University 1990 — 1992
BA, Journalism with a specialization in Public Relations
University of Colorado Denver 1987 — 1990
Journalism/Public Relations
Charles Schwab January 2006 - Present
Firestone Building Products July 1999 - January 2006
CountryMark Cooperative October 1995 - July 1999
Weyerhaeuser July 1992 - October 1995
Skills
Trade Shows, Marketing Communications, Direct Marketing, Event Management, Integrated Marketing, Marketing, Marketing Strategy, Relationship Marketing, Event Planning, Management, Social Media
Education
Northern Illinois University 2010 — 2012
CTSM Certification, Marketing
Butler University 1990 — 1992
BA, Journalism with a specialization in Public Relations
University of Colorado Denver 1987 — 1990
Journalism/Public Relations
Alicia Kidd Alicia Kidd's Charles Schwab Experience May 2015 - Present
Job Senior Manager Client Experience at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab September 2013 - Present
Charles Schwab July 2011 - September 2013
Charles Schwab January 2010 - July 2011
KPMG Advisory September 2008 - January 2010
Skills
Series 7, Series 63, Strategic Financial..., Financial Modeling, Internal Controls, Due Diligence, Auditing, Internal Audit, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
BS, Business Management
Charles Schwab May 2015 - Present
Charles Schwab September 2013 - Present
Charles Schwab July 2011 - September 2013
Charles Schwab January 2010 - July 2011
KPMG Advisory September 2008 - January 2010
Skills
Series 7, Series 63, Strategic Financial..., Financial Modeling, Internal Controls, Due Diligence, Auditing, Internal Audit, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
BS, Business Management
Colin Karn's Charles Schwab Experience October 2005 - February 2011
Job Cash Manager Supervisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Fidelity Investments February 2012 - June 2015
Charles Schwab October 2005 - February 2011
Austin Community College September 2003 - July 2004
The Princeton Review January 2002 - July 2003
Education
Butler University 1996 — 2000
MA, US History
Raymond James Financial, Inc. June 2015 - Present
Fidelity Investments February 2012 - June 2015
Charles Schwab October 2005 - February 2011
Austin Community College September 2003 - July 2004
The Princeton Review January 2002 - July 2003
Education
Butler University 1996 — 2000
MA, US History
Karen Michel Karen Michel's Charles Schwab Experience 1982 - 1990
Job Marketing at Tam High Foundation
Industry Marketing and Advertising
Experience
Tam High Foundation July 2012 - Present
Hayes, Orlie, Cundall 2000 - 2005
Vision Integrated Marketing 1990 - 1998
Charles Schwab 1982 - 1990
Skills
Integrated Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Direct Marketing
Education
California Polytechnic State University-San Luis Obispo
BA, Communications
Tam High Foundation July 2012 - Present
Hayes, Orlie, Cundall 2000 - 2005
Vision Integrated Marketing 1990 - 1998
Charles Schwab 1982 - 1990
Skills
Integrated Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Direct Marketing
Education
California Polytechnic State University-San Luis Obispo
BA, Communications
Kristen Ansted Kristen Ansted's Charles Schwab Experience 1991 - 2005
Job First Vice President, Sr. Complex Risk Officer Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2005 - Present
Charles Schwab 1991 - 2005
Skills
Securities, Series 7, Series 63, FINRA, Series 65, Commodity, Equities
Education
California State University-Fresno
Bachelor of Business Administration (B.B.A.)
Morgan Stanley Wealth Management October 2005 - Present
Charles Schwab 1991 - 2005
Skills
Securities, Series 7, Series 63, FINRA, Series 65, Commodity, Equities
Education
California State University-Fresno
Bachelor of Business Administration (B.B.A.)
Domarina Awdow Domarina Awdow's Charles Schwab Experience December 2003 - March 2005
Job Registered Client Associate
Industry Investment Management
Experience
JPMorgan Chase & Co. September 2012 - August 2013
Merrill Lynch June 2010 - July 2012
Expert Real Estate December 2005 - June 2010
Charles Schwab December 2003 - March 2005
Private Bank June 1999 - December 2001
Bank of America December 1998 - June 1999
Skills
Retirement, Investments, Retirement Planning, Strategic Planning, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Estate Planning, Finance, Insurance, Investment Advisory, Loans, Securities, Series 63, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
California State Polytechnic University-Pomona
Bachelor's Degree
Modesto Junior College
Live Paralegal program
JPMorgan Chase & Co. September 2012 - August 2013
Merrill Lynch June 2010 - July 2012
Expert Real Estate December 2005 - June 2010
Charles Schwab December 2003 - March 2005
Private Bank June 1999 - December 2001
Bank of America December 1998 - June 1999
Skills
Retirement, Investments, Retirement Planning, Strategic Planning, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Estate Planning, Finance, Insurance, Investment Advisory, Loans, Securities, Series 63, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
California State Polytechnic University-Pomona
Bachelor's Degree
Modesto Junior College
Live Paralegal program
Henry Serrano Henry Serrano's Charles Schwab Experience March 2007 - May 2009
Job Real Estate Investor , Sales Consultant & Mentor, Owner of Blue Ocean Safety Training
Industry Real Estate
Experience
KIKO Enterprises March 2009 - Present
Arcadian Health Plan 2009 - 2012
AIO Ideal concepts 2009 - 2012
Charles Schwab March 2007 - May 2009
H & R Block finacial advisor August 2004 - March 2007
A G Edwards May 1996 - August 2004
Skills
Health Insurance, Insurance, Strategic Planning, Long-term Care, Strategic Financial..., Small Business, Retirement Planning, Real Estate, Employee Benefits, Sales, Investments, New Business Development, Marketing Strategy, Business Development, Fixed Annuities, Retirement, Negotiation, Management, Finance, Investment Properties, Marketing, Coaching, Leadership, Investors, Selling
Education
National University 1991 — 1993
Masters, Business & Marketing
California State University, Fresno 1986 — 1989
B.S., Industrial Technology
KIKO Enterprises March 2009 - Present
Arcadian Health Plan 2009 - 2012
AIO Ideal concepts 2009 - 2012
Charles Schwab March 2007 - May 2009
H & R Block finacial advisor August 2004 - March 2007
A G Edwards May 1996 - August 2004
Skills
Health Insurance, Insurance, Strategic Planning, Long-term Care, Strategic Financial..., Small Business, Retirement Planning, Real Estate, Employee Benefits, Sales, Investments, New Business Development, Marketing Strategy, Business Development, Fixed Annuities, Retirement, Negotiation, Management, Finance, Investment Properties, Marketing, Coaching, Leadership, Investors, Selling
Education
National University 1991 — 1993
Masters, Business & Marketing
California State University, Fresno 1986 — 1989
B.S., Industrial Technology
Tim Sykes Tim Sykes's Charles Schwab Experience 1998 - 2000
Job Senior Funding Officer at Inheritance Funding Company, Inc
Industry Financial Services
Experience
Inheritance Funding Company, Inc. September 2002 - Present
RS Investments 2000 - 2002
Charles Schwab 1998 - 2000
Skills
Marketing, Financial Modeling, Leadership, Strategic Planning, Investments, Start-ups, Financial Analysis, Business Development, Management, Negotiation, Budgets, Business Strategy, Entrepreneurship, Finance, Mergers, Sales, Strategy, Program Management
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
BS, City and Regional Planning
Inheritance Funding Company, Inc. September 2002 - Present
RS Investments 2000 - 2002
Charles Schwab 1998 - 2000
Skills
Marketing, Financial Modeling, Leadership, Strategic Planning, Investments, Start-ups, Financial Analysis, Business Development, Management, Negotiation, Budgets, Business Strategy, Entrepreneurship, Finance, Mergers, Sales, Strategy, Program Management
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
BS, City and Regional Planning
Chris McCarthy Chris McCarthy's Charles Schwab Experience May 2000 - February 2014
Job Experienced sales executive: work with plan sponsors and consultants to improve employee retirement readiness
Industry Financial Services
Experience
Voya Financial April 2015 - Present
Financial Engines February 2014 - Present
Charles Schwab May 2000 - February 2014
Fidelity Investments 1990 - 2000
Skills
Series 63, Series 7, 401k, Retirement, Financial Services, Mutual Funds, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Retirement Planning, Series 6, Series 24, Securities, FINRA, Presentation Skills, Relationship Building, Investments
Education
Bryant University 1985 — 1989
Bachelor's Degree, Business Administration
Bishop Fenwick 1981 — 1985
Voya Financial April 2015 - Present
Financial Engines February 2014 - Present
Charles Schwab May 2000 - February 2014
Fidelity Investments 1990 - 2000
Skills
Series 63, Series 7, 401k, Retirement, Financial Services, Mutual Funds, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Retirement Planning, Series 6, Series 24, Securities, FINRA, Presentation Skills, Relationship Building, Investments
Education
Bryant University 1985 — 1989
Bachelor's Degree, Business Administration
Bishop Fenwick 1981 — 1985
Alison Mori Fowler Alison Mori Fowler's Charles Schwab Experience December 2012 - December 2013
Job Partner / Chief Activation Officer at Eleven, Inc.
Industry Marketing and Advertising
Experience
Eleven, Inc. December 2013 - Present
Charles Schwab December 2012 - December 2013
Charles Schwab October 2007 - December 2013
PHD Media July 2005 - October 2007
See: June 2003 - March 2005
Universal McCann September 2002 - April 2003
Leagas Delaney 1997 - 2002
Goodby, Silverstein & Partners August 1994 - September 1997
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Executive Education - Certificate of Completion
California Polytechnic State University-San Luis Obispo
San Jose State University
Saratoga High School
University of California, Santa Barbara
Eleven, Inc. December 2013 - Present
Charles Schwab December 2012 - December 2013
Charles Schwab October 2007 - December 2013
PHD Media July 2005 - October 2007
See: June 2003 - March 2005
Universal McCann September 2002 - April 2003
Leagas Delaney 1997 - 2002
Goodby, Silverstein & Partners August 1994 - September 1997
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Executive Education - Certificate of Completion
California Polytechnic State University-San Luis Obispo
San Jose State University
Saratoga High School
University of California, Santa Barbara
Alan Belanger Alan Belanger's Charles Schwab Experience June 2001 - July 2004
Job Senior Consultant Compute/Network/Storage/Virtualization, Architect and Engineer
Industry Information Technology and Services
Experience
Independent Professional Services Consultant January 2015 - Present
Cisco Systems February 2012 - January 2015
CenturyLink Technology Solutions (formerly Savvis) June 2011 - February 2012
Agilysys April 2009 - June 2011
NetApp June 2006 - May 2009
Wells Fargo February 2009 - April 2009
BNY Mellon September 2004 - May 2006
Charles Schwab June 2001 - July 2004
Tradeworx July 1999 - July 2001
Morgan Stanley June 1996 - July 1999
Skills
Virtualization, SAN, Data Center, Storage, Solaris, Disaster Recovery, Storage Area Networks, VMware, Operating Systems, NAS, Servers, Unix, NetApp, Cisco Technologies, Linux, Cloud Computing, Red Hat Linux, Firewalls, HP, Infrastructure, Storage Solutions, VMware ESX, Windows Server, System Administration, Enterprise Architecture, AIX, Enterprise Software, High Availability, Enterprise Storage, Troubleshooting, Storage Virtualization, Brocade, vSphere, VPN, Fibre Channel, iSCSI, NFS, VDI, WAN, HDS Storage, Ceph, Cisco IOS, NX-OS, ACI, Openstack, L2/L3 Ethernet/IP..., EIGRP, OSPF, IS-IS, MPLS, Cisco DWDM/ONS, Data Centre Architecture, Hitachi Data Systems..., FalconStor, Brocade Certified...
Education
California Polytechnic State University-San Luis Obispo
Electrical Engineering
California State University-Long Beach
Computer Science and Computer Engineering
Independent Professional Services Consultant January 2015 - Present
Cisco Systems February 2012 - January 2015
CenturyLink Technology Solutions (formerly Savvis) June 2011 - February 2012
Agilysys April 2009 - June 2011
NetApp June 2006 - May 2009
Wells Fargo February 2009 - April 2009
BNY Mellon September 2004 - May 2006
Charles Schwab June 2001 - July 2004
Tradeworx July 1999 - July 2001
Morgan Stanley June 1996 - July 1999
Skills
Virtualization, SAN, Data Center, Storage, Solaris, Disaster Recovery, Storage Area Networks, VMware, Operating Systems, NAS, Servers, Unix, NetApp, Cisco Technologies, Linux, Cloud Computing, Red Hat Linux, Firewalls, HP, Infrastructure, Storage Solutions, VMware ESX, Windows Server, System Administration, Enterprise Architecture, AIX, Enterprise Software, High Availability, Enterprise Storage, Troubleshooting, Storage Virtualization, Brocade, vSphere, VPN, Fibre Channel, iSCSI, NFS, VDI, WAN, HDS Storage, Ceph, Cisco IOS, NX-OS, ACI, Openstack, L2/L3 Ethernet/IP..., EIGRP, OSPF, IS-IS, MPLS, Cisco DWDM/ONS, Data Centre Architecture, Hitachi Data Systems..., FalconStor, Brocade Certified...
Education
California Polytechnic State University-San Luis Obispo
Electrical Engineering
California State University-Long Beach
Computer Science and Computer Engineering
Ravi Tarekere, CFA, CPA, FRM's Charles Schwab Experience January 2002 - July 2002
Job Mortgage Finance Specialist at Cal Coast Financial
Industry Financial Services
Experience
Cal Coast Financial 2010 - Present
Clean Tech Open (CTO) February 2009 - December 2010
Various Positions October 2007 - June 2010
Cornish & Carey Capital February 2007 - September 2007
Forxone Capital October 2005 - December 2006
Keefe, Bruyette & Woods May 2004 - February 2006
Standish Mellon Asset Management August 2002 - April 2004
Charles Schwab January 2002 - July 2002
Deloitte January 2001 - November 2001
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Business Administration, Concentration: Accounting
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Financial Risk Manager (FRM)
Cal Coast Financial 2010 - Present
Clean Tech Open (CTO) February 2009 - December 2010
Various Positions October 2007 - June 2010
Cornish & Carey Capital February 2007 - September 2007
Forxone Capital October 2005 - December 2006
Keefe, Bruyette & Woods May 2004 - February 2006
Standish Mellon Asset Management August 2002 - April 2004
Charles Schwab January 2002 - July 2002
Deloitte January 2001 - November 2001
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Business Administration, Concentration: Accounting
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Financial Risk Manager (FRM)
John C. Cameron, CFP®'s Charles Schwab Experience June 1999 - March 2006
Job SVPInvestments, Private Wealth Advisor
Industry Financial Services
Experience
Umpqua Investments, Inc. April 2014 - Present
Sterling Savings Bank March 2012 - March 2014
First Independent Bank April 2007 - February 2012
Harvest Capital Advisors April 2006 - April 2007
Charles Schwab June 1999 - March 2006
Skills
Wealth Management, Investments, Portfolio Management, Financial Services, Strategic Financial..., Investment Advisory, Finance, Retirement Planning, Estate Planning, Financial Planners, Securities, Leadership, Financial Advisory, Financial Planning, Financial Analysis, Risk Management, Strategy, Insurance Planning, Mergers
Education
Bucknell University 1988 — 1992
BA, International Relations/Japanese Studies
Waseda University 1990 — 1991
Certificate of Completion, Japanese Culture and Language
Umpqua Investments, Inc. April 2014 - Present
Sterling Savings Bank March 2012 - March 2014
First Independent Bank April 2007 - February 2012
Harvest Capital Advisors April 2006 - April 2007
Charles Schwab June 1999 - March 2006
Skills
Wealth Management, Investments, Portfolio Management, Financial Services, Strategic Financial..., Investment Advisory, Finance, Retirement Planning, Estate Planning, Financial Planners, Securities, Leadership, Financial Advisory, Financial Planning, Financial Analysis, Risk Management, Strategy, Insurance Planning, Mergers
Education
Bucknell University 1988 — 1992
BA, International Relations/Japanese Studies
Waseda University 1990 — 1991
Certificate of Completion, Japanese Culture and Language
Rob Aikins Rob Aikins's Charles Schwab Experience September 2008 - June 2012
Job VP, Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA April 2015 - Present
Wells Fargo Advisors LLC May 2014 - April 2015
JP Morgan Chase Bank NA June 2012 - May 2014
Charles Schwab September 2008 - June 2012
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor of Science (BS), Agri-Business Marketing
San Rafael High School 1981 — 1985
JP Morgan Chase Bank NA April 2015 - Present
Wells Fargo Advisors LLC May 2014 - April 2015
JP Morgan Chase Bank NA June 2012 - May 2014
Charles Schwab September 2008 - June 2012
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor of Science (BS), Agri-Business Marketing
San Rafael High School 1981 — 1985
Denise Diana Denise Diana's Charles Schwab Experience September 2008 - April 2009
Job Sales | Key Accounts I Relationship Management |
Industry Financial Services
Experience
fi360 September 2014 - May 2015
MassMutual Financial Group January 2010 - August 2014
Transamerica December 2009 - July 2010
Charles Schwab September 2008 - April 2009
Prudential Financial November 1999 - June 2008
Skills
Funding, Marketing Communications, Negotiation, Building Relationships, Defined Contribution, Defined Benefit, Sales, Consultative Sales..., Qualified Retirement..., Pensions, Investments, ERISA, Retirement, Employee Benefits, Insurance, Retirement Planning, Series 7, Selling, Relationship Building, 401k, Mutual Funds, Financial Services, Series 63
Education
Bryant University 1986 — 1990
B.S., Marketing
fi360 September 2014 - May 2015
MassMutual Financial Group January 2010 - August 2014
Transamerica December 2009 - July 2010
Charles Schwab September 2008 - April 2009
Prudential Financial November 1999 - June 2008
Skills
Funding, Marketing Communications, Negotiation, Building Relationships, Defined Contribution, Defined Benefit, Sales, Consultative Sales..., Qualified Retirement..., Pensions, Investments, ERISA, Retirement, Employee Benefits, Insurance, Retirement Planning, Series 7, Selling, Relationship Building, 401k, Mutual Funds, Financial Services, Series 63
Education
Bryant University 1986 — 1990
B.S., Marketing
Hunter Harris, CFA's Charles Schwab Experience January 2011 - June 2013
Job Investment Analyst
Industry Financial Services
Experience
Charles Schwab January 2011 - June 2013
Capital Finance June 2007 - December 2010
Citi December 2006 - June 2007
Skills
Investments, Financial Planning, Investment Research, Financial Modeling, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BS, Business- Finance
Cuesta College 2003 — 2005
Charles Schwab January 2011 - June 2013
Capital Finance June 2007 - December 2010
Citi December 2006 - June 2007
Skills
Investments, Financial Planning, Investment Research, Financial Modeling, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BS, Business- Finance
Cuesta College 2003 — 2005
Dushwan Webb, MBA Dushwan Webb, MBA's Charles Schwab Experience March 1998 - February 2000
Job Project Manager at WOW! Internet, Cable & Phone
Industry Information Technology and Services
Experience
WOW! Internet, Cable & Phone March 2015 - Present
Catholic Health Initiatives January 2013 - February 2015
Colorado Technical University September 2011 - December 2013
Catholic Health Initiatives September 2012 - January 2013
Parker Adventist Hospital March 2012 - November 2012
Syn Ack Fin Network & Computer Services, LLC February 2012 - August 2012
ProBuild Holdings February 2007 - December 2010
Orange Glo International February 2000 - December 2006
Charles Schwab March 1998 - February 2000
First Data Corporation January 1996 - March 1998
Skills
Business Process..., Customer Service..., Change Management, Process Improvement, Cross-functional Team..., Vendor Management, Project Coordination, Project Management, Operations Management, Network Traffic Analysis, Inventory Management, CompTIA A+ Essentials, Desktop Application..., Inventory Control, Forecasting, Supply Chain Management, Logistics, ERP, Application Support..., Budgets, Access, Business Analysis, Business Intelligence, Business Process, CRM, Customer Satisfaction, Data Analysis, Data Warehousing, ITIL, IT Management, Information Technology, Integration, Leadership, MS Project, Networking, Management, PMP, Process Engineering, Program Management, Quality Assurance, Project Planning, SharePoint, Strategic Planning, Software Documentation, Team Building, Team Leadership, Training, Troubleshooting, Visio
Education
Colorado Technical University-Greenwood Village 2009 — 2011
MBA
University of Phoenix-Colorado Campus 2004 — 2006
BS
Bryant & Stratton College-Cleveland 1995 — 1997
A.A.S
WOW! Internet, Cable & Phone March 2015 - Present
Catholic Health Initiatives January 2013 - February 2015
Colorado Technical University September 2011 - December 2013
Catholic Health Initiatives September 2012 - January 2013
Parker Adventist Hospital March 2012 - November 2012
Syn Ack Fin Network & Computer Services, LLC February 2012 - August 2012
ProBuild Holdings February 2007 - December 2010
Orange Glo International February 2000 - December 2006
Charles Schwab March 1998 - February 2000
First Data Corporation January 1996 - March 1998
Skills
Business Process..., Customer Service..., Change Management, Process Improvement, Cross-functional Team..., Vendor Management, Project Coordination, Project Management, Operations Management, Network Traffic Analysis, Inventory Management, CompTIA A+ Essentials, Desktop Application..., Inventory Control, Forecasting, Supply Chain Management, Logistics, ERP, Application Support..., Budgets, Access, Business Analysis, Business Intelligence, Business Process, CRM, Customer Satisfaction, Data Analysis, Data Warehousing, ITIL, IT Management, Information Technology, Integration, Leadership, MS Project, Networking, Management, PMP, Process Engineering, Program Management, Quality Assurance, Project Planning, SharePoint, Strategic Planning, Software Documentation, Team Building, Team Leadership, Training, Troubleshooting, Visio
Education
Colorado Technical University-Greenwood Village 2009 — 2011
MBA
University of Phoenix-Colorado Campus 2004 — 2006
BS
Bryant & Stratton College-Cleveland 1995 — 1997
A.A.S
Jennifer Stolp Jennifer Stolp's Charles Schwab Experience November 2014 - Present
Job Senior Manager, Employee Communications at Charles Schwab
Industry Public Relations and Communications
Experience
Charles Schwab November 2014 - Present
Charles Schwab October 2012 - Present
National Cattlemen's Beef Association November 2009 - October 2012
National Cattlemen's Beef Association January 2007 - November 2009
Raytheon Intelligence and Information Systems March 2005 - January 2007
Raytheon Intelligence and Information Systems May 2004 - August 2004
Skills
Public Relations, Issues Managment, Strategic Media..., Social Media, Social Media Measurement, Digital Media, Web Strategy, Crisis Communications, Technical Writing, Writing, Editing, Web-based Communication, InCopy, Vocus, Constant Contact, Microsoft Office, Lotus Notes, Sysomos, Radian6, SEO, Web Analytics, Wordpress, Change Management, Content Management, Media Relations, Marketing Communications, Newsletters, Corporate Communications, Adobe Creative Suite, Reputation Management, Crisis Management, Press Releases, Strategic Communications, Internal Communications, Message Development, Speech Writing
Education
California State University-Fresno 2000 — 2004
Bachelor of Science (B.S.), Agricultural Communication/Journalism
Charles Schwab November 2014 - Present
Charles Schwab October 2012 - Present
National Cattlemen's Beef Association November 2009 - October 2012
National Cattlemen's Beef Association January 2007 - November 2009
Raytheon Intelligence and Information Systems March 2005 - January 2007
Raytheon Intelligence and Information Systems May 2004 - August 2004
Skills
Public Relations, Issues Managment, Strategic Media..., Social Media, Social Media Measurement, Digital Media, Web Strategy, Crisis Communications, Technical Writing, Writing, Editing, Web-based Communication, InCopy, Vocus, Constant Contact, Microsoft Office, Lotus Notes, Sysomos, Radian6, SEO, Web Analytics, Wordpress, Change Management, Content Management, Media Relations, Marketing Communications, Newsletters, Corporate Communications, Adobe Creative Suite, Reputation Management, Crisis Management, Press Releases, Strategic Communications, Internal Communications, Message Development, Speech Writing
Education
California State University-Fresno 2000 — 2004
Bachelor of Science (B.S.), Agricultural Communication/Journalism
Lance Oman Lance Oman's Charles Schwab Experience 2007 - 2008
Job Vice President, Wealth Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - June 2015
Trust Company of the West May 2012 - January 2014
BlackRock April 2008 - February 2012
Charles Schwab 2007 - 2008
Charles Schwab 2005 - 2006
Charles Schwab 2000 - 2005
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Capital Markets, Investment Management, Wealth Management, Investments, Asset Management, Business Development, Risk Management, Fixed Income
Education
California State University-Fresno
Bachelor of Science, Business Administration, concentration Finance
Fidelity Investments January 2014 - June 2015
Trust Company of the West May 2012 - January 2014
BlackRock April 2008 - February 2012
Charles Schwab 2007 - 2008
Charles Schwab 2005 - 2006
Charles Schwab 2000 - 2005
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Capital Markets, Investment Management, Wealth Management, Investments, Asset Management, Business Development, Risk Management, Fixed Income
Education
California State University-Fresno
Bachelor of Science, Business Administration, concentration Finance
Sandra Williams MS's Charles Schwab Experience February 2010 - September 2012
Job Certified Career Coach MBTI
Industry Human Resources
Experience
Bay Area Video Coalition March 2015 - Present
NPower (nonprofit) July 2015 - August 2015
Hult International Business School September 2014 - February 2015
Pacific Gas and Electric Company October 2013 - May 2014
Informatica October 2012 - October 2013
Charles Schwab February 2010 - September 2012
Hewlett Packard June 2008 - August 2009
Amgen January 2006 - June 2008
PricewaterhouseCoopers - Saratoga Institute January 2004 - November 2005
Skills
Career Development, Career Counseling, Career Advising, Resume Writing, Organizational..., Talent Management, Training, Employee Training, Personnel Management, Management, Metrics, Human Resources, Change Management, Qualitative Data, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Focus Groups, Program Management, Performance Management, Employee Engagement, Organizational..., Leadership Development, Industrial..., Psychometrics, Workday, Survey Design
Education
San Jose State University
MS, Industrial/Organizational Psychology
California State University Stanislaus
Bachelor's degree, Psychology
Bay Area Video Coalition March 2015 - Present
NPower (nonprofit) July 2015 - August 2015
Hult International Business School September 2014 - February 2015
Pacific Gas and Electric Company October 2013 - May 2014
Informatica October 2012 - October 2013
Charles Schwab February 2010 - September 2012
Hewlett Packard June 2008 - August 2009
Amgen January 2006 - June 2008
PricewaterhouseCoopers - Saratoga Institute January 2004 - November 2005
Skills
Career Development, Career Counseling, Career Advising, Resume Writing, Organizational..., Talent Management, Training, Employee Training, Personnel Management, Management, Metrics, Human Resources, Change Management, Qualitative Data, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Focus Groups, Program Management, Performance Management, Employee Engagement, Organizational..., Leadership Development, Industrial..., Psychometrics, Workday, Survey Design
Education
San Jose State University
MS, Industrial/Organizational Psychology
California State University Stanislaus
Bachelor's degree, Psychology
Gary Hard Gary Hard's Charles Schwab Experience 1985 - 2002
Job In Transition at Experienced Call Center professional
Industry Financial Services
Experience
In Transition April 2012 - Present
Intuit January 2010 - March 2012
TIAA-CREF March 2005 - January 2010
T-Mobile March 2004 - September 2004
Charles Schwab 1985 - 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Seibel, NICE Call Recording, PowerImage, Kronos Timekeeping
Education
University of Wisconsin-Milwaukee 1987 — 1990
MBA, Master of Business Administration
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Political Science and Government, 3.3
In Transition April 2012 - Present
Intuit January 2010 - March 2012
TIAA-CREF March 2005 - January 2010
T-Mobile March 2004 - September 2004
Charles Schwab 1985 - 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Seibel, NICE Call Recording, PowerImage, Kronos Timekeeping
Education
University of Wisconsin-Milwaukee 1987 — 1990
MBA, Master of Business Administration
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Political Science and Government, 3.3
Sergio P. Munguia Sergio P. Munguia's Charles Schwab Experience April 2002 - December 2002
Job Administrative Supervisor Office of Vice President, HR National Diversity at Kaiser Permanente
Industry Human Resources
Experience
Kaiser Permanente January 2004 - Present
Charles Schwab April 2002 - December 2002
Accenture December 2000 - July 2001
Landor Associates November 1999 - October 2000
Wells Fargo & Co. (through AccuStaff) June 1996 - July 1999
Marcus & Millichap September 1990 - March 1996
Education
University of Phoenix 2010 — 2013
B/S in Communication with a Concentration in Culture & Communication
California College of the Arts 1983 — 1986
Kaiser Permanente January 2004 - Present
Charles Schwab April 2002 - December 2002
Accenture December 2000 - July 2001
Landor Associates November 1999 - October 2000
Wells Fargo & Co. (through AccuStaff) June 1996 - July 1999
Marcus & Millichap September 1990 - March 1996
Education
University of Phoenix 2010 — 2013
B/S in Communication with a Concentration in Culture & Communication
California College of the Arts 1983 — 1986
David Worthley's Charles Schwab Experience November 2006 - July 2008
Job Director of Development at Macy's
Industry Information Technology and Services
Experience
Macy's March 2009 - Present
Secure Computing Services August 2008 - March 2009
Charles Schwab November 2006 - July 2008
Charles Schwab October 2000 - November 2006
Shockwave 2000 - 2000
NextPlanetOver.Com 1999 - 2000
Incyte Pharmaceuticals 1996 - 1998
Trinzic Corporation October 1988 - April 1996
Platinum Technology 1995 - 1996
LSI Logic Corp. 1994 - 1996
Skills
Enterprise Architecture, SOA, E-commerce, Agile Methodologies, Management, Databases, Web Services, Software Development, SDLC, Agile Project Management, Leadership, Architecture, Project Management, SharePoint, Team Leadership, Security, IT Strategy, Integration, UML, Oracle, Vendor Management, Architectures, Requirements Analysis, Unix, Data Warehousing, Analysis, Technical Leadership, Web Development, IT Management, XML, System Architecture, Scalability, Cross-functional Team..., Project Delivery, Personalization, Recommender Systems, Testing, java, Java
Education
California Polytechnic State University-San Luis Obispo 1984 — 1986
BS, MIS
Macy's March 2009 - Present
Secure Computing Services August 2008 - March 2009
Charles Schwab November 2006 - July 2008
Charles Schwab October 2000 - November 2006
Shockwave 2000 - 2000
NextPlanetOver.Com 1999 - 2000
Incyte Pharmaceuticals 1996 - 1998
Trinzic Corporation October 1988 - April 1996
Platinum Technology 1995 - 1996
LSI Logic Corp. 1994 - 1996
Skills
Enterprise Architecture, SOA, E-commerce, Agile Methodologies, Management, Databases, Web Services, Software Development, SDLC, Agile Project Management, Leadership, Architecture, Project Management, SharePoint, Team Leadership, Security, IT Strategy, Integration, UML, Oracle, Vendor Management, Architectures, Requirements Analysis, Unix, Data Warehousing, Analysis, Technical Leadership, Web Development, IT Management, XML, System Architecture, Scalability, Cross-functional Team..., Project Delivery, Personalization, Recommender Systems, Testing, java, Java
Education
California Polytechnic State University-San Luis Obispo 1984 — 1986
BS, MIS
Sam Chu Sam Chu's Charles Schwab Experience August 2005 - May 2006
Job DBA consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2008 - Present
Williams-Sonoma, Inc. June 2007 - February 2008
Teradata January 2007 - June 2007
C&S Wholesale Grocers May 2006 - January 2007
Charles Schwab August 2005 - May 2006
DIRECTV July 2005 - August 2005
GAP Inc. October 2004 - July 2005
Bank of America February 2004 - October 2004
Southwest Airlines June 2003 - February 2004
Warner Home Video September 2002 - June 2003
Education
California State Polytechnic University-Pomona 1987 — 1989
Wells Fargo Bank February 2008 - Present
Williams-Sonoma, Inc. June 2007 - February 2008
Teradata January 2007 - June 2007
C&S Wholesale Grocers May 2006 - January 2007
Charles Schwab August 2005 - May 2006
DIRECTV July 2005 - August 2005
GAP Inc. October 2004 - July 2005
Bank of America February 2004 - October 2004
Southwest Airlines June 2003 - February 2004
Warner Home Video September 2002 - June 2003
Education
California State Polytechnic University-Pomona 1987 — 1989
Nicholas McInally's Charles Schwab Experience August 2015 - Present
Job Associate Financial Services Professional at Charles Schwab & Butler University Graduate, Cum Laude
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Merrill Lynch January 2015 - April 2015
Charles Schwab June 2014 - August 2014
Direct Connect Logistix, Inc. December 2013 - July 2014
In House Valet May 2012 - July 2013
Clarkston Football June 2011 - July 2013
Spirit Support August 2012 - December 2012
Education
Butler University 2011 — 2015
Finance, Business, 3.8/4.0
Charles Schwab August 2015 - Present
Merrill Lynch January 2015 - April 2015
Charles Schwab June 2014 - August 2014
Direct Connect Logistix, Inc. December 2013 - July 2014
In House Valet May 2012 - July 2013
Clarkston Football June 2011 - July 2013
Spirit Support August 2012 - December 2012
Education
Butler University 2011 — 2015
Finance, Business, 3.8/4.0
Raymond Walker Raymond Walker's Charles Schwab Experience 1993 - 2001
Job Director of Ecommerce at Forces of Nature
Industry Internet
Experience
Forces of Nature May 2015 - Present
Ray Walker Designs August 2007 - Present
LeapFrog March 2013 - February 2015
LeapFrog September 2012 - February 2013
Forces of Nature September 2010 - June 2012
iRise November 2007 - October 2009
Riverdeep March 2006 - February 2007
Cosmi July 2004 - October 2005
Broderbund 2001 - 2004
Charles Schwab 1993 - 2001
Skills
Email Marketing, User Interface Design, Web Design, HTML, CSS, PHP, Product Design, E-commerce, Web Development, Direct Marketing, SEO, Online Advertising, HubSpot, Affiliate Marketing, SEM, Poker, Google Adwords, Google Analytics, Usability, User Interface, Web 2.0, Content Management, Creative Direction, Product Management, Web Analytics, Social Media, PPC, Landing Page..., Information Architecture, Web Project Management, A/B Testing, User Experience Testing
Education
Bryant University 1989 — 1993
Computer Information Systems
Forces of Nature May 2015 - Present
Ray Walker Designs August 2007 - Present
LeapFrog March 2013 - February 2015
LeapFrog September 2012 - February 2013
Forces of Nature September 2010 - June 2012
iRise November 2007 - October 2009
Riverdeep March 2006 - February 2007
Cosmi July 2004 - October 2005
Broderbund 2001 - 2004
Charles Schwab 1993 - 2001
Skills
Email Marketing, User Interface Design, Web Design, HTML, CSS, PHP, Product Design, E-commerce, Web Development, Direct Marketing, SEO, Online Advertising, HubSpot, Affiliate Marketing, SEM, Poker, Google Adwords, Google Analytics, Usability, User Interface, Web 2.0, Content Management, Creative Direction, Product Management, Web Analytics, Social Media, PPC, Landing Page..., Information Architecture, Web Project Management, A/B Testing, User Experience Testing
Education
Bryant University 1989 — 1993
Computer Information Systems
Marc Korody's Charles Schwab Experience 1993 - January 1995
Job Chief Executive Officer at Korody Business Services
Industry Management Consulting
Experience
Korody Business Services June 1996 - Present
JCB January 1995 - January 1996
Charles Schwab 1993 - January 1995
TRW September 1990 - May 1992
TRW September 1988 - May 1992
TransUnion March 1987 - September 1988
Discover Financial Services May 1985 - 1987
Skills
Strategic Planning, Team Building, New Business Development, Marketing Strategy, Sales, Business Strategy, Public Speaking, Market Research, Negotiation, Microsoft Office, Business Development, Strategy, Social Media, Project Management, Coaching, Public Relations, Event Management, Marketing, Sales Management, Management, Small Business, Entrepreneurship, Accounting, Start-ups, Leadership, Business Planning, Business Services
Education
California State University-Chico 1983 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
Butte College 1980 — 1982
Associate of Arts (A.A.), Radio and Television
Korody Business Services June 1996 - Present
JCB January 1995 - January 1996
Charles Schwab 1993 - January 1995
TRW September 1990 - May 1992
TRW September 1988 - May 1992
TransUnion March 1987 - September 1988
Discover Financial Services May 1985 - 1987
Skills
Strategic Planning, Team Building, New Business Development, Marketing Strategy, Sales, Business Strategy, Public Speaking, Market Research, Negotiation, Microsoft Office, Business Development, Strategy, Social Media, Project Management, Coaching, Public Relations, Event Management, Marketing, Sales Management, Management, Small Business, Entrepreneurship, Accounting, Start-ups, Leadership, Business Planning, Business Services
Education
California State University-Chico 1983 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
Butte College 1980 — 1982
Associate of Arts (A.A.), Radio and Television
Janet Ulrich's Charles Schwab Experience 1999 - 2009
Job PMIS Adminstrator at Catholic Health Initiatives
Industry Information Technology and Services
Experience
Catholic Health Initiatives October 2011 - Present
Mary Kay, Inc. April 2009 - June 2013
Quantix, Inc. February 2010 - October 2011
Charles Schwab 1999 - 2009
Capital Technologies 1996 - 1999
CommPower 1991 - 1996
Science Engineering & Analysis Inc 1990 - 1991
California Lutheran University 1989 - 1990
Skills
Software Project..., Technical Architecture, Solution Architecture, Information Architecture, Technical Training, Deployment, Software Configuration..., Development Tools, Clarity, ClearCase, ClearQuest, Unified Process, Unix, Linux, Windows, Microsoft Office, Change Management, Release Management, IT Strategy, Project Management, System Deployment, Software Development, Agile Methodologies, Business Analysis, Business Process, Cross-functional Team..., Databases, Enterprise Architecture, Enterprise Software, Information Technology, Integration, Leadership, MS Project, Management, Networking, PMO, PMP, Project Portfolio..., Quality Assurance, Requirements Analysis, SDLC, SharePoint, Software Documentation, Solaris, Strategy, System Administration, Test Automation, Testing, Vendor Management, User Acceptance Testing
Education
California Lutheran University 1988 — 1990
BS
Palomar College 1985 — 1988
Transfer
Catholic Health Initiatives October 2011 - Present
Mary Kay, Inc. April 2009 - June 2013
Quantix, Inc. February 2010 - October 2011
Charles Schwab 1999 - 2009
Capital Technologies 1996 - 1999
CommPower 1991 - 1996
Science Engineering & Analysis Inc 1990 - 1991
California Lutheran University 1989 - 1990
Skills
Software Project..., Technical Architecture, Solution Architecture, Information Architecture, Technical Training, Deployment, Software Configuration..., Development Tools, Clarity, ClearCase, ClearQuest, Unified Process, Unix, Linux, Windows, Microsoft Office, Change Management, Release Management, IT Strategy, Project Management, System Deployment, Software Development, Agile Methodologies, Business Analysis, Business Process, Cross-functional Team..., Databases, Enterprise Architecture, Enterprise Software, Information Technology, Integration, Leadership, MS Project, Management, Networking, PMO, PMP, Project Portfolio..., Quality Assurance, Requirements Analysis, SDLC, SharePoint, Software Documentation, Solaris, Strategy, System Administration, Test Automation, Testing, Vendor Management, User Acceptance Testing
Education
California Lutheran University 1988 — 1990
BS
Palomar College 1985 — 1988
Transfer
Shira Kates's Charles Schwab Experience 2006 - 2007
Job Product Strategy & Vision / Culture Design
Industry Computer Software
Experience
Various startups September 2015 - Present
Yahoo May 2014 - Present
Google 2013 - 2014
Wire Stone 2012 - 2013
AT&T 2010 - 2012
Viconic Studio 2008 - 2012
MySpace 2007 - 2008
Charles Schwab 2006 - 2007
Kizmo Design 2006 - 2006
Webloyalty 2004 - 2006
Skills
Content Strategy, User Experience, Design Strategy, Digital Marketing, Digital Strategy, Strategy, Writing, Start-ups, Blogging, Entrepreneurship, Video, Brand Development, Storytelling, User-centered Design, Content Management, Strategic Partnerships, Copywriting, Creative Direction, Marketing Communications, Advertising, HTML, User Experience Design, Business Model..., User Research, Information Architecture, Design Thinking, General Awesomeness, Branding, Interactive Advertising, Experience Design, Creative Strategy, Persona, Content Development, Service Design, Heuristic Evaluation, Branding & Identity, Company Naming, Style Guides, Design Research, Mobile Phone Apps, Content Auditing, Scrum, Team Management, zeplin, Sketch, Coaching & Mentoring, Career Development...
Education
California College of the Arts 2010 — 2012
MBA
Skidmore College 1994 — 1997
Bachelor's Degree
Various startups September 2015 - Present
Yahoo May 2014 - Present
Google 2013 - 2014
Wire Stone 2012 - 2013
AT&T 2010 - 2012
Viconic Studio 2008 - 2012
MySpace 2007 - 2008
Charles Schwab 2006 - 2007
Kizmo Design 2006 - 2006
Webloyalty 2004 - 2006
Skills
Content Strategy, User Experience, Design Strategy, Digital Marketing, Digital Strategy, Strategy, Writing, Start-ups, Blogging, Entrepreneurship, Video, Brand Development, Storytelling, User-centered Design, Content Management, Strategic Partnerships, Copywriting, Creative Direction, Marketing Communications, Advertising, HTML, User Experience Design, Business Model..., User Research, Information Architecture, Design Thinking, General Awesomeness, Branding, Interactive Advertising, Experience Design, Creative Strategy, Persona, Content Development, Service Design, Heuristic Evaluation, Branding & Identity, Company Naming, Style Guides, Design Research, Mobile Phone Apps, Content Auditing, Scrum, Team Management, zeplin, Sketch, Coaching & Mentoring, Career Development...
Education
California College of the Arts 2010 — 2012
MBA
Skidmore College 1994 — 1997
Bachelor's Degree
Jake Showers Jake Showers's Charles Schwab Experience July 2015 - Present
Job Margins Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Vanguard April 2013 - July 2015
AXA Advisors January 2012 - February 2013
Skills
Retirement Planning, Financial Planners, Wealth Management, IRAs, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Financial Services
Education
California State University-Fresno 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance
Charles Schwab July 2015 - Present
Vanguard April 2013 - July 2015
AXA Advisors January 2012 - February 2013
Skills
Retirement Planning, Financial Planners, Wealth Management, IRAs, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Financial Services
Education
California State University-Fresno 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance
Jason Kimmell's Charles Schwab Experience January 1990 - August 2004
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS March 2004 - Present
Charles Schwab January 1990 - August 2004
Education
Butler University - College of Business Administration
UBS March 2004 - Present
Charles Schwab January 1990 - August 2004
Education
Butler University - College of Business Administration
David Braddock's Charles Schwab Experience March 1999 - February 2002
Job Vice President/Financial Consultant at Regions Bank
Industry Financial Services
Experience
Regions Investment Solutions May 2015 - Present
Scottrade February 2002 - Present
Charles Schwab March 1999 - February 2002
First American October 1997 - March 1999
Wells Fargo June 1996 - September 1997
Schwab Institutional February 1989 - June 1996
Skills
Financial Services, Series 7, Recruiting, Series 24, Sales, Equities, Series 63, FINRA, Finance, Management, Sales Management, Strategic Thinking, Customer Retention, Options, Teamwork, Team Building, Entrepreneurial..., Financial Planning, Portfolio Management, Banking, Series 9, Series 10, Building Collaborative..., Retention, Fostering Teamwork, Developing Others
Education
Bryan College 2009 — 2010
MBA
University of San Francisco 1990 — 1992
BA, Applied Economics
Regions Investment Solutions May 2015 - Present
Scottrade February 2002 - Present
Charles Schwab March 1999 - February 2002
First American October 1997 - March 1999
Wells Fargo June 1996 - September 1997
Schwab Institutional February 1989 - June 1996
Skills
Financial Services, Series 7, Recruiting, Series 24, Sales, Equities, Series 63, FINRA, Finance, Management, Sales Management, Strategic Thinking, Customer Retention, Options, Teamwork, Team Building, Entrepreneurial..., Financial Planning, Portfolio Management, Banking, Series 9, Series 10, Building Collaborative..., Retention, Fostering Teamwork, Developing Others
Education
Bryan College 2009 — 2010
MBA
University of San Francisco 1990 — 1992
BA, Applied Economics
Travis buck Travis buck's Charles Schwab Experience August 2014 - Present
Job
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science (B.S.), Finance
Charles Schwab August 2014 - Present
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science (B.S.), Finance
Bobby Wilson's Charles Schwab Experience March 2007 - January 2012
Job Desktop and Mobile Website Developer at Penguin Marketing
Industry Computer Software
Experience
Penguin Marketing September 2015 - Present
www.bobbywwilson.com February 2015 - September 2015
OneAmerica Financial Partners Inc. November 2013 - February 2015
Kaplan Higher Education November 2012 - November 2013
Charles Schwab March 2007 - January 2012
Credit Suisse June 2002 - August 2002
Skills
HTML5, CSS, JavaScript, SQL, PHP, MySQL, Web Development, Equity Trading, Stocks, Bonds, Mutual Funds, Stock Market Analysis, Technical Analysis, Stock Option, ETFs, Financial Modeling, jQuery, AJAX, Risk Management, Economic Research, PhpMyAdmin, Regression Models, Github, Bootstrap, Mobile Web Design, jQuery Mobile, Object Oriented Design, Databases
Education
Purdue University, School of Engineering & Technology 2014 — 2016
Certificate in Information Technology, Web Development
Butler University 1999 — 2003
Bachelor of Science (B.S.), Finance
Penguin Marketing September 2015 - Present
www.bobbywwilson.com February 2015 - September 2015
OneAmerica Financial Partners Inc. November 2013 - February 2015
Kaplan Higher Education November 2012 - November 2013
Charles Schwab March 2007 - January 2012
Credit Suisse June 2002 - August 2002
Skills
HTML5, CSS, JavaScript, SQL, PHP, MySQL, Web Development, Equity Trading, Stocks, Bonds, Mutual Funds, Stock Market Analysis, Technical Analysis, Stock Option, ETFs, Financial Modeling, jQuery, AJAX, Risk Management, Economic Research, PhpMyAdmin, Regression Models, Github, Bootstrap, Mobile Web Design, jQuery Mobile, Object Oriented Design, Databases
Education
Purdue University, School of Engineering & Technology 2014 — 2016
Certificate in Information Technology, Web Development
Butler University 1999 — 2003
Bachelor of Science (B.S.), Finance
Kris Wade Kris Wade's Charles Schwab Experience 1989 - 1998
Job Project Manager at Bicycle Financial
Industry Consumer Services
Experience
Bicycle Financial September 2013 - Present
Charles Schwab 1989 - 1998
Skills
Project Management, Marketing Strategy, Public Speaking, Leadership, Program Management, Social Media, Fundraising, Nonprofits, Event Planning, Customer Service, Advertising, Public Relations, Editing
Education
University of San Francisco 1997 — 2000
Master's Degree, Counseling Psychology
Cal Poly San Luis Obispo 1981 — 1985
Bachelor of Applied Science (BASc), Journalism
Bicycle Financial September 2013 - Present
Charles Schwab 1989 - 1998
Skills
Project Management, Marketing Strategy, Public Speaking, Leadership, Program Management, Social Media, Fundraising, Nonprofits, Event Planning, Customer Service, Advertising, Public Relations, Editing
Education
University of San Francisco 1997 — 2000
Master's Degree, Counseling Psychology
Cal Poly San Luis Obispo 1981 — 1985
Bachelor of Applied Science (BASc), Journalism
Juanita Greene Juanita Greene's Charles Schwab Experience June 2000 - December 2002
Job Marketing Manager DCMP
Industry Marketing and Advertising
Experience
AAA NCNU October 2013 - Present
Kaiser Permanente July 2012 - September 2013
Kaiser Permanente November 2007 - July 2012
24 Hour Fitness June 2004 - November 2007
Charles Schwab June 2000 - December 2002
World Savings June 1997 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Outlook, Coaching, Budgets, Marketing, Project Management, Direct Marketing, Advertising, Integrated Marketing, Marketing Strategy, Email Marketing, Analytics, Online Marketing
Education
Cal Poly San Luis Obispo
Bachelor's degree, Marketing
AAA NCNU October 2013 - Present
Kaiser Permanente July 2012 - September 2013
Kaiser Permanente November 2007 - July 2012
24 Hour Fitness June 2004 - November 2007
Charles Schwab June 2000 - December 2002
World Savings June 1997 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Outlook, Coaching, Budgets, Marketing, Project Management, Direct Marketing, Advertising, Integrated Marketing, Marketing Strategy, Email Marketing, Analytics, Online Marketing
Education
Cal Poly San Luis Obispo
Bachelor's degree, Marketing
Jon Benorden Jon Benorden's Charles Schwab Experience 1995 - 2000
Job Program Manager, Strategy and Market Development at Cares Community Health
Industry Nonprofit Organization Management
Experience
Cares Community Health November 2008 - Present
HIV Health Services Planning Council - Sacramento TGA September 2007 - October 2008
Alaskan AIDS Assistance Association October 2004 - September 2007
ISIS, Inc. www.isis-inc.org September 2002 - August 2004
Northern California Institute for Research and Education (NCIRE) 2001 - 2003
CarClub.com 2000 - 2001
Charles Schwab 1995 - 2000
Skills
Public Health, Program Management, Policy Analysis, Strategic Planning, Project Planning, Program Evaluation, Non-profits, Fundraising, Public Speaking, Event Planning, Community Development, Graphic Design, Web Design, Web Development, Grant Writing, Advocacy, Public Relations, Community Outreach, Nonprofits, Grants, Social Services, Capacity Building, Proposal Writing, Prevention, Newsletters, Social Media, Training, Report Writing, Social Networking, Conflict Resolution, Event Management, Coalitions, Media Relations, Motivational..., Health Promotion, Health Policy, Strategic Communications, Project Management, Health Education, Community Health, Management, Health Communication, Public Policy, Philanthropy, Workshop Facilitation, Strategy, Community Organizing, Volunteer Management, HIV Prevention, Program Development
Education
California State University, Fresno 1991 — 1994
Business and Advertising
Atwater High School 1987 — 1991
Degree, General Studies
Cares Community Health November 2008 - Present
HIV Health Services Planning Council - Sacramento TGA September 2007 - October 2008
Alaskan AIDS Assistance Association October 2004 - September 2007
ISIS, Inc. www.isis-inc.org September 2002 - August 2004
Northern California Institute for Research and Education (NCIRE) 2001 - 2003
CarClub.com 2000 - 2001
Charles Schwab 1995 - 2000
Skills
Public Health, Program Management, Policy Analysis, Strategic Planning, Project Planning, Program Evaluation, Non-profits, Fundraising, Public Speaking, Event Planning, Community Development, Graphic Design, Web Design, Web Development, Grant Writing, Advocacy, Public Relations, Community Outreach, Nonprofits, Grants, Social Services, Capacity Building, Proposal Writing, Prevention, Newsletters, Social Media, Training, Report Writing, Social Networking, Conflict Resolution, Event Management, Coalitions, Media Relations, Motivational..., Health Promotion, Health Policy, Strategic Communications, Project Management, Health Education, Community Health, Management, Health Communication, Public Policy, Philanthropy, Workshop Facilitation, Strategy, Community Organizing, Volunteer Management, HIV Prevention, Program Development
Education
California State University, Fresno 1991 — 1994
Business and Advertising
Atwater High School 1987 — 1991
Degree, General Studies
Adam Lassanske Adam Lassanske's Charles Schwab Experience April 2013 - Present
Job Senior Product Manager of Fixed Income Strategy
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Charles Schwab April 2012 - April 2013
Charles Schwab September 2011 - April 2012
Charles Schwab December 2009 - September 2011
Charles Schwab November 2007 - December 2009
Steelock Corp. July 2003 - October 2007
Skills
Equities, Financial Services, Derivatives, Public Speaking, Leading..., SQL, Excel Dashboards
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Journalism, Biological Sciences, Mass Media
Charles Schwab April 2013 - Present
Charles Schwab April 2012 - April 2013
Charles Schwab September 2011 - April 2012
Charles Schwab December 2009 - September 2011
Charles Schwab November 2007 - December 2009
Steelock Corp. July 2003 - October 2007
Skills
Equities, Financial Services, Derivatives, Public Speaking, Leading..., SQL, Excel Dashboards
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Journalism, Biological Sciences, Mass Media
Nick Lapworth Nick Lapworth's Charles Schwab Experience 2007 - 2010
Job Brand Strategist & Product Visionary
Industry Marketing and Advertising
Experience
SprinkleBit 2014 - 2015
Arrive 2012 - 2014
American Express 2011 - 2012
Charles Schwab 2007 - 2010
Bacardi 2006 - 2007
Avance 2003 - 2004
SEI Investments 2000 - 2003
Skills
Digital Marketing, Social Media Marketing, Advertising, Strategic Partnerships, Budget Management, Business Development, CRM, Customer Segmentation..., Product Management, Strategic Brand..., Consumer Insight, Pricing, Entrepreneurship, High Performance Teams, Product Development, Marketing Strategy, Brand Management, Customer Acquisition, Customer Engagement, Customer Experience..., User Experience, Web Development, Sponsorship Program..., Email Marketing, Competitive Analysis, Market Research, Product Marketing, Cross-functional Team..., Start-ups, Direct Marketing
Education
UCLA Anderson School of Management 2004 — 2006
MBA
Bucknell University 1996 — 2000
BA
SprinkleBit 2014 - 2015
Arrive 2012 - 2014
American Express 2011 - 2012
Charles Schwab 2007 - 2010
Bacardi 2006 - 2007
Avance 2003 - 2004
SEI Investments 2000 - 2003
Skills
Digital Marketing, Social Media Marketing, Advertising, Strategic Partnerships, Budget Management, Business Development, CRM, Customer Segmentation..., Product Management, Strategic Brand..., Consumer Insight, Pricing, Entrepreneurship, High Performance Teams, Product Development, Marketing Strategy, Brand Management, Customer Acquisition, Customer Engagement, Customer Experience..., User Experience, Web Development, Sponsorship Program..., Email Marketing, Competitive Analysis, Market Research, Product Marketing, Cross-functional Team..., Start-ups, Direct Marketing
Education
UCLA Anderson School of Management 2004 — 2006
MBA
Bucknell University 1996 — 2000
BA
Melinda Green Melinda Green's Charles Schwab Experience 1999 - 2000
Job Android contractor
Industry Computer Software
Experience
Superliminal Software April 2012 - Present
Disconnect, Inc. November 2013 - August 2014
BitTorrent June 2011 - March 2012
Blurb January 2010 - May 2010
Linden Lab, Inc. April 2007 - April 2009
Redseal Systems 2005 - 2006
SenSage, Inc. August 2004 - October 2005
Gene Logic, Inc. 2001 - 2002
Gene Logic 2001 - 2002
Charles Schwab 1999 - 2000
Skills
Test Automation, Java, Object Oriented Design, Android, User Interface, Algorithms, Swing, GUI, Simulations, Software, Virtual Worlds, Bioinformatics, 3D, 3D visualization, Engineering, Recruiting, Software Development, Perl, Agile Methodologies, Mobile Applications, Subversion, Software Engineering, Linux, Web Applications, User Experience, Distributed Systems, Scalability, Ruby on Rails, Mobile Devices, Git
Education
University of California, Santa Cruz
BA, Computer Science
Cabrillo College
AA, Liberal Arts
Superliminal Software April 2012 - Present
Disconnect, Inc. November 2013 - August 2014
BitTorrent June 2011 - March 2012
Blurb January 2010 - May 2010
Linden Lab, Inc. April 2007 - April 2009
Redseal Systems 2005 - 2006
SenSage, Inc. August 2004 - October 2005
Gene Logic, Inc. 2001 - 2002
Gene Logic 2001 - 2002
Charles Schwab 1999 - 2000
Skills
Test Automation, Java, Object Oriented Design, Android, User Interface, Algorithms, Swing, GUI, Simulations, Software, Virtual Worlds, Bioinformatics, 3D, 3D visualization, Engineering, Recruiting, Software Development, Perl, Agile Methodologies, Mobile Applications, Subversion, Software Engineering, Linux, Web Applications, User Experience, Distributed Systems, Scalability, Ruby on Rails, Mobile Devices, Git
Education
University of California, Santa Cruz
BA, Computer Science
Cabrillo College
AA, Liberal Arts
Pia Baker (Singer) Pia Baker (Singer)'s Charles Schwab Experience April 1999 - June 2000
Job Group Marketing Manager at Nestlé Waters North America
Industry Consumer Goods
Experience
Nestlé Waters North America September 2015 - Present
Timex April 2013 - September 2015
Timex Group August 2007 - March 2013
Unilever January 2005 - August 2007
Unilever September 2003 - January 2005
Keebler 2002 - 2002
Charles Schwab & Co. June 2000 - July 2001
Charles Schwab April 1999 - June 2000
Charles Schwab June 1998 - April 1999
Charles Schwab September 1996 - June 1998
Skills
Competitive Analysis, Brand Management, Customer Insight, Consumer Products, Marketing, Management, Shopper Marketing, Product Development, Brand Architecture, Marketing Management, Marketing Strategy, Cross-functional Team..., Brand Development, Product Marketing, Marketing Research
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Brown University 1991 — 1995
B.A., Public Policy
Nestlé Waters North America September 2015 - Present
Timex April 2013 - September 2015
Timex Group August 2007 - March 2013
Unilever January 2005 - August 2007
Unilever September 2003 - January 2005
Keebler 2002 - 2002
Charles Schwab & Co. June 2000 - July 2001
Charles Schwab April 1999 - June 2000
Charles Schwab June 1998 - April 1999
Charles Schwab September 1996 - June 1998
Skills
Competitive Analysis, Brand Management, Customer Insight, Consumer Products, Marketing, Management, Shopper Marketing, Product Development, Brand Architecture, Marketing Management, Marketing Strategy, Cross-functional Team..., Brand Development, Product Marketing, Marketing Research
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Brown University 1991 — 1995
B.A., Public Policy
Linda Ajello's Charles Schwab Experience 2000 - 2001
Job Senior Planner, City of Hayward
Industry Architecture & Planning
Experience
City of Hayward April 2015 - Present
City of Hayward March 2013 - Present
City of South San Francisco July 2008 - March 2013
Southern New Hampshire Regional Planning Commission September 2006 - June 2008
NH Planners Association 2006 - 2008
City of Dublin, CA September 2005 - July 2006
City of Piedmont July 2001 - September 2005
Charles Schwab 2000 - 2001
Skills
Environmental Planning, Urban Planning, Land Use, Government, GIS, Policy, Land Use Planning, Local Government, Economic Development, Grant Writing, Regional Planning, Grants, Transit-oriented...
Education
California Polytechnic State University-San Luis Obispo 1997 — 2000
BS, City and Regional Planning
City of Hayward April 2015 - Present
City of Hayward March 2013 - Present
City of South San Francisco July 2008 - March 2013
Southern New Hampshire Regional Planning Commission September 2006 - June 2008
NH Planners Association 2006 - 2008
City of Dublin, CA September 2005 - July 2006
City of Piedmont July 2001 - September 2005
Charles Schwab 2000 - 2001
Skills
Environmental Planning, Urban Planning, Land Use, Government, GIS, Policy, Land Use Planning, Local Government, Economic Development, Grant Writing, Regional Planning, Grants, Transit-oriented...
Education
California Polytechnic State University-San Luis Obispo 1997 — 2000
BS, City and Regional Planning
Ryan Henry's Charles Schwab Experience September 2014 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
UC San Diego July 2013 - September 2014
UC San Diego June 2011 - June 2013
UC San Diego May 2008 - July 2011
Skills
Community Outreach, Program Management, Data Analysis, Leadership, Project Management, Microsoft Excel, Fundraising, Business Operations, Customer Service, Strategic Planning, Business Development, Analytics, Nonprofits, Philanthropy, Management, Volunteer Management, Public Speaking, Budgets, Leadership Development, Economics, International Relations, Event Planning, Electronics, Computer Proficiency, Technical Writing, Social Media Marketing, Interviews, Program Development, Computer Hardware, Computer Maintenance, CRM databases, CRM
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Arts (B.A.), Economics
San Diego Mesa College 2008 — 2010
A.S., Business Administration
California Polytechnic State University-San Luis Obispo 2004 — 2007
Bachelor of Science (BS), Aerospace Engineering
Charles Schwab September 2014 - Present
UC San Diego July 2013 - September 2014
UC San Diego June 2011 - June 2013
UC San Diego May 2008 - July 2011
Skills
Community Outreach, Program Management, Data Analysis, Leadership, Project Management, Microsoft Excel, Fundraising, Business Operations, Customer Service, Strategic Planning, Business Development, Analytics, Nonprofits, Philanthropy, Management, Volunteer Management, Public Speaking, Budgets, Leadership Development, Economics, International Relations, Event Planning, Electronics, Computer Proficiency, Technical Writing, Social Media Marketing, Interviews, Program Development, Computer Hardware, Computer Maintenance, CRM databases, CRM
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Arts (B.A.), Economics
San Diego Mesa College 2008 — 2010
A.S., Business Administration
California Polytechnic State University-San Luis Obispo 2004 — 2007
Bachelor of Science (BS), Aerospace Engineering
Russell Martin, CFA Russell Martin, CFA's Charles Schwab Experience November 2012 - May 2014
Job Associate Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale May 2014 - Present
Charles Schwab November 2012 - May 2014
Charles Schwab Investment Management May 2011 - November 2012
Charles Schwab Investment Management November 2009 - May 2011
Shareholder Representative Services LLC March 2009 - November 2009
Dale Carnegie Training February 2007 - March 2009
Charles Schwab Investment Management August 2006 - January 2009
Bay Area Homes Sales & Evaluations March 2006 - June 2006
Education
Saint Mary's College of California 2007 — 2008
M.S., Financial Analysis & Investment Management
California Polytechnic State University-San Luis Obispo 2002 — 2006
B.S., Business Administration - Finance
The Dale Carnegie Course 2005 — 2005
Human Relations & Communication
City National Rochdale May 2014 - Present
Charles Schwab November 2012 - May 2014
Charles Schwab Investment Management May 2011 - November 2012
Charles Schwab Investment Management November 2009 - May 2011
Shareholder Representative Services LLC March 2009 - November 2009
Dale Carnegie Training February 2007 - March 2009
Charles Schwab Investment Management August 2006 - January 2009
Bay Area Homes Sales & Evaluations March 2006 - June 2006
Education
Saint Mary's College of California 2007 — 2008
M.S., Financial Analysis & Investment Management
California Polytechnic State University-San Luis Obispo 2002 — 2006
B.S., Business Administration - Finance
The Dale Carnegie Course 2005 — 2005
Human Relations & Communication
Larry Bright, Jr Larry Bright, Jr's Charles Schwab Experience March 1994 - October 2000
Job Founder/President, Bright Asset Management
Industry Investment Management
Experience
Bright Asset Management July 2006 - Present
Old Saybrook High School September 2010 - Present
Pension Advisors Group LLC December 2007 - September 2012
Diastole Wealth Management October 2000 - July 2006
Charles Schwab March 1994 - October 2000
Skills
Securities, Investment Strategies, Asset Allocation, Equities, Financial Services, Small Business, 401k, Research, Wealth Management, Start-ups, Capital Markets, Estate Planning, College Planning
Education
Bryant University 1985 — 1989
Bachelors, Finance / Economics
Old Saybrook High School 1981 — 1985
Bright Asset Management July 2006 - Present
Old Saybrook High School September 2010 - Present
Pension Advisors Group LLC December 2007 - September 2012
Diastole Wealth Management October 2000 - July 2006
Charles Schwab March 1994 - October 2000
Skills
Securities, Investment Strategies, Asset Allocation, Equities, Financial Services, Small Business, 401k, Research, Wealth Management, Start-ups, Capital Markets, Estate Planning, College Planning
Education
Bryant University 1985 — 1989
Bachelors, Finance / Economics
Old Saybrook High School 1981 — 1985
Arnel Capinpin's Charles Schwab Experience January 2001 - February 2006
Job Product Manager Lead at ZeroChaos
Industry Information Technology and Services
Experience
ZeroChaos January 2014 - Present
WorkforceLogic, a ZeroChaos Company April 2006 - February 2014
WorkforceLogic April 2006 - August 2008
Charles Schwab January 2001 - February 2006
Sapient June 1995 - September 2000
Walt Disney Imagineering September 1990 - September 1992
Skills
Vendor Management, CRM, Business Analysis, Product Management, Integration, SDLC, Project Planning, Change Management, Project Management, Cloud Computing, Process Improvement, Requirements Analysis, Process Engineering, Visio, SaaS, Software Implementation, MS Project, Agile Project Management, Business Intelligence, Microsoft Excel, E-commerce, Project Coordination, Sales Engineering, Software Documentation, Project Implementation, Problem Solving, Operations Management, Excel, ERP, Professional Services, Sales Operations, Human Resources, Cross-functional Team..., Sales Support, CRM software, Mobile Devices, Agile & Waterfall...
Education
California Polytechnic State University-San Luis Obispo
BS, Industrial Engineering
California Polytechnic State University-San Luis Obispo
Bachelor's Degree, Industrial Engineering
ZeroChaos January 2014 - Present
WorkforceLogic, a ZeroChaos Company April 2006 - February 2014
WorkforceLogic April 2006 - August 2008
Charles Schwab January 2001 - February 2006
Sapient June 1995 - September 2000
Walt Disney Imagineering September 1990 - September 1992
Skills
Vendor Management, CRM, Business Analysis, Product Management, Integration, SDLC, Project Planning, Change Management, Project Management, Cloud Computing, Process Improvement, Requirements Analysis, Process Engineering, Visio, SaaS, Software Implementation, MS Project, Agile Project Management, Business Intelligence, Microsoft Excel, E-commerce, Project Coordination, Sales Engineering, Software Documentation, Project Implementation, Problem Solving, Operations Management, Excel, ERP, Professional Services, Sales Operations, Human Resources, Cross-functional Team..., Sales Support, CRM software, Mobile Devices, Agile & Waterfall...
Education
California Polytechnic State University-San Luis Obispo
BS, Industrial Engineering
California Polytechnic State University-San Luis Obispo
Bachelor's Degree, Industrial Engineering
Mary Pastorino's Charles Schwab Experience August 1999 - January 2009
Job Manager, Project Management at Macys.com
Industry Internet
Experience
Macy's May 2014 - Present
Walmart eCommerce September 2009 - Present
Charles Schwab August 1999 - January 2009
PeopleSoft 1998 - 1999
Ernst & Young Management Consulting 1992 - 1997
Skills
Agile Methodologies, Certified ScrumMaster, Waterfall, Agile Project Management, PMO, SDLC, Release Management, RUP, Vendor Management, PMP, Software Project..., Software Development..., Project Governance, E-commerce, Project Portfolio...
Education
California State Polytechnic University-Pomona
B.S, Business Administration and Management
Macy's May 2014 - Present
Walmart eCommerce September 2009 - Present
Charles Schwab August 1999 - January 2009
PeopleSoft 1998 - 1999
Ernst & Young Management Consulting 1992 - 1997
Skills
Agile Methodologies, Certified ScrumMaster, Waterfall, Agile Project Management, PMO, SDLC, Release Management, RUP, Vendor Management, PMP, Software Project..., Software Development..., Project Governance, E-commerce, Project Portfolio...
Education
California State Polytechnic University-Pomona
B.S, Business Administration and Management
David Berkman's Charles Schwab Experience July 2002 - December 2002
Job Handson Software Architecture and Management
Industry Information Technology and Services
Experience
icix August 2013 - December 2014
Glu December 2010 - July 2013
Bizzy July 2009 - November 2010
BuzzLogic August 2008 - July 2009
Rearden Commerce June 2007 - July 2008
Active Investment Advisors August 2003 - September 2006
QRS Corp. December 2002 - July 2003
Charles Schwab July 2002 - December 2002
MemeWorks February 2001 - July 2002
NextOffice January 2000 - February 2001
Skills
Server Architecture, J2EE, Distributed Systems, Scalability, Java, Architecture, OOAD, XML, Web Services, Agile, SQL, Linux, Web Applications, Spring, Hibernate, REST, OOP, XSLT, Programming, Unix, E-commerce, Deployment, MySQL, Java Enterprise Edition, Agile Methodologies, Databases, Enterprise Software, System Deployment, Architectures, Integration, JSON, Maven, Spring Framework, Data Caching, Cassandra
Education
California Institute of Integral Studies 1989 — 1993
Masters of Integral Counseling Psychology, Psychology
Georgia Institute of Technology 1982 — 1987
Bachelor of Applied Psychology, Psychology
icix August 2013 - December 2014
Glu December 2010 - July 2013
Bizzy July 2009 - November 2010
BuzzLogic August 2008 - July 2009
Rearden Commerce June 2007 - July 2008
Active Investment Advisors August 2003 - September 2006
QRS Corp. December 2002 - July 2003
Charles Schwab July 2002 - December 2002
MemeWorks February 2001 - July 2002
NextOffice January 2000 - February 2001
Skills
Server Architecture, J2EE, Distributed Systems, Scalability, Java, Architecture, OOAD, XML, Web Services, Agile, SQL, Linux, Web Applications, Spring, Hibernate, REST, OOP, XSLT, Programming, Unix, E-commerce, Deployment, MySQL, Java Enterprise Edition, Agile Methodologies, Databases, Enterprise Software, System Deployment, Architectures, Integration, JSON, Maven, Spring Framework, Data Caching, Cassandra
Education
California Institute of Integral Studies 1989 — 1993
Masters of Integral Counseling Psychology, Psychology
Georgia Institute of Technology 1982 — 1987
Bachelor of Applied Psychology, Psychology
Brad Mar's Charles Schwab Experience September 2000 - January 2001
Job Web based QA Tester
Industry Internet
Experience
AKQA 2009 - Present
mFoundry April 2009 - June 2009
LeapFrog July 2007 - June 2008
Leapfrog 2001 - 2007
Charles Schwab September 2000 - January 2001
Reel.com February 1998 - June 2000
Williams-Sonoma, Inc. September 1990 - September 1998
Education
LearnIt 2007 — 2007
CSS, JavaScript, PhotoShop
University of California, Berkeley 2002 — 2003
Oracle Database Administration Certificate
City College of San Francisco 1998 — 2000
Broadcasting, HTML
California Culinary Academy 1994 — 1994
Baking and Pastry
San Francisco State University 1980 — 1984
BA, Marketing- Emphasis:Retailing
City College of San Francisco 1977 — 1980
AA, General Education
AKQA 2009 - Present
mFoundry April 2009 - June 2009
LeapFrog July 2007 - June 2008
Leapfrog 2001 - 2007
Charles Schwab September 2000 - January 2001
Reel.com February 1998 - June 2000
Williams-Sonoma, Inc. September 1990 - September 1998
Education
LearnIt 2007 — 2007
CSS, JavaScript, PhotoShop
University of California, Berkeley 2002 — 2003
Oracle Database Administration Certificate
City College of San Francisco 1998 — 2000
Broadcasting, HTML
California Culinary Academy 1994 — 1994
Baking and Pastry
San Francisco State University 1980 — 1984
BA, Marketing- Emphasis:Retailing
City College of San Francisco 1977 — 1980
AA, General Education
Gary Colvin's Charles Schwab Experience 2007 - 2008
Job Sr. Systems Engineer
Industry Computer Networking
Experience
Volusion, Inc. November 2014 - Present
Drillinginfo November 2013 - October 2014
eBay June 2012 - October 2013
e-MDs 2009 - 2012
Charles Schwab 2007 - 2008
US Foods 2005 - 2007
Skills
Active Directory, DNS, TCP/IP, Windows Server, Linux, Network Security, DHCP, Data Center, Switches, Firewalls, Servers, VMware ESX, Routing, Security, System Administration, VPN, OSPF, Network Design, Disaster Recovery, Microsoft SQL Server, Network Engineering, Integration, Network Administration
Education
California State University-Fresno
Bachelor of Science (B.S.), Business Administration and Management, General
Volusion, Inc. November 2014 - Present
Drillinginfo November 2013 - October 2014
eBay June 2012 - October 2013
e-MDs 2009 - 2012
Charles Schwab 2007 - 2008
US Foods 2005 - 2007
Skills
Active Directory, DNS, TCP/IP, Windows Server, Linux, Network Security, DHCP, Data Center, Switches, Firewalls, Servers, VMware ESX, Routing, Security, System Administration, VPN, OSPF, Network Design, Disaster Recovery, Microsoft SQL Server, Network Engineering, Integration, Network Administration
Education
California State University-Fresno
Bachelor of Science (B.S.), Business Administration and Management, General
Katie (Phipps) McLaughlin's Charles Schwab Experience February 2008 - Present
Job Senior Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab February 2008 - Present
GreenPoint Mortgage February 2001 - March 2003
Eloan May 1999 - February 2001
E-Loan, Inc. 1999 - 2001
Price Waterhouse 1996 - 1999
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BA, Business - Accounting
Charles Schwab February 2008 - Present
GreenPoint Mortgage February 2001 - March 2003
Eloan May 1999 - February 2001
E-Loan, Inc. 1999 - 2001
Price Waterhouse 1996 - 1999
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BA, Business - Accounting
Donna S. Brooks's Charles Schwab Experience February 2000 - February 2002
Job Sr. Director's Assistant at Pacific Gas and Electric Co.
Industry Utilities
Experience
Pacific Gas and Electric Co. December 2003 - Present
Charles Schwab February 2000 - February 2002
Merrill Lynch 1982 - 1999
Skills
Project Management, Process Improvement, Leadership, Analysis, Strategy, Visio, Risk Management, Business Analysis, Vendor Management, Strategic Planning, Data Analysis, Business Process..., Change Management, Project Planning, Project Portfolio..., Business Strategy
Education
John F. Kennedy University 1986 — 1989
MBA, Marketing
California State University, Fresno 1978 — 1980
BS, Business Administration
Modesto Junior College 1974 — 1976
AA, Business Administration
Pacific Gas and Electric Co. December 2003 - Present
Charles Schwab February 2000 - February 2002
Merrill Lynch 1982 - 1999
Skills
Project Management, Process Improvement, Leadership, Analysis, Strategy, Visio, Risk Management, Business Analysis, Vendor Management, Strategic Planning, Data Analysis, Business Process..., Change Management, Project Planning, Project Portfolio..., Business Strategy
Education
John F. Kennedy University 1986 — 1989
MBA, Marketing
California State University, Fresno 1978 — 1980
BS, Business Administration
Modesto Junior College 1974 — 1976
AA, Business Administration
Vivien Walsh's Charles Schwab Experience December 2011 - June 2012
Job Staff Accountant at Parkside Lending
Industry Financial Services
Experience
Parkside Lending May 2012 - Present
Charles Schwab December 2011 - June 2012
EOS Restaurant & Wine Bar September 2011 - December 2011
HBF Soto JV LLC April 2011 - September 2011
Mechanics Bank June 2007 - April 2009
Comerica Bank October 2001 - June 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Banking, Word, Excel, Customer Relations, Problem Solving, Research, Event Planning, Scheduling, Outlook, Windows, Documentation, Organization, Bank Reconciliation, Training, Time Management, Finance, Accounts Payable, Loans, Mortgage Banking
Education
Skyline College
Accounting
California Culinary Academy 2010 — 2011
Certificate, Patisserie and Baking
Parkside Lending May 2012 - Present
Charles Schwab December 2011 - June 2012
EOS Restaurant & Wine Bar September 2011 - December 2011
HBF Soto JV LLC April 2011 - September 2011
Mechanics Bank June 2007 - April 2009
Comerica Bank October 2001 - June 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Banking, Word, Excel, Customer Relations, Problem Solving, Research, Event Planning, Scheduling, Outlook, Windows, Documentation, Organization, Bank Reconciliation, Training, Time Management, Finance, Accounts Payable, Loans, Mortgage Banking
Education
Skyline College
Accounting
California Culinary Academy 2010 — 2011
Certificate, Patisserie and Baking
Jim Pedrick's Charles Schwab Experience 1996 - 2001
Job President at Pedrick & Associates Strategic Marketing
Industry Marketing and Advertising
Experience
Pedrick & Associates Strategic Marketing, Inc. 2008 - Present
ING 2001 - 2008
Charles Schwab 1996 - 2001
Mercer Management Consulting 1994 - 1996
Information Resources Inc 1992 - 1994
Statistical Research Associates 1984 - 1992
University of Southern California School of Business 1988 - 1991
Education
The University of Chicago Booth School of Business 1984 — 1988
MBA, marketing
California State University-East Bay 1982 — 1983
MS, Statistics
California Polytechnic State University-San Luis Obispo
BS, Statistics
Pedrick & Associates Strategic Marketing, Inc. 2008 - Present
ING 2001 - 2008
Charles Schwab 1996 - 2001
Mercer Management Consulting 1994 - 1996
Information Resources Inc 1992 - 1994
Statistical Research Associates 1984 - 1992
University of Southern California School of Business 1988 - 1991
Education
The University of Chicago Booth School of Business 1984 — 1988
MBA, marketing
California State University-East Bay 1982 — 1983
MS, Statistics
California Polytechnic State University-San Luis Obispo
BS, Statistics
Daniel Williamson's Charles Schwab Experience May 2012 - Present
Job Finance
Industry Financial Services
Experience
Charles Schwab May 2012 - Present
Fidelity Investments, Personal and Workplace Investments November 2010 - February 2012
Fidelity Investments, Personal and Workplace Investments October 2009 - November 2010
Fidelity Investments, Personal and Workplace Investments March 2008 - October 2009
Ronald J. Phillips Insurance Services, Inc. April 2006 - November 2007
Education
San Jose State University 2005 — 2007
Bachelor's degree, Finance
Cabrillo College 2003 — 2005
Associate's degree, Business Administration and Management, General
Charles Schwab May 2012 - Present
Fidelity Investments, Personal and Workplace Investments November 2010 - February 2012
Fidelity Investments, Personal and Workplace Investments October 2009 - November 2010
Fidelity Investments, Personal and Workplace Investments March 2008 - October 2009
Ronald J. Phillips Insurance Services, Inc. April 2006 - November 2007
Education
San Jose State University 2005 — 2007
Bachelor's degree, Finance
Cabrillo College 2003 — 2005
Associate's degree, Business Administration and Management, General
Aaron Frick's Charles Schwab Experience 2000 - 2003
Job Senior Internal Auditor
Industry Education Management
Experience
Notre Dame University November 2008 - Present
Conn-Selmer, Inc. June 2006 - October 2008
AUL 2000 - 2003
One America 2000 - 2003
Charles Schwab 2000 - 2003
City of Indianapolis 2000 - 2003
Finish Line 2000 - 2003
Education
Butler University 2001 — 2003
MBA, Finance
Indiana State University 1997 — 2000
BS, Economics/Finance
Rose-Hulman Institute of Technology 1995 — 1997
Notre Dame University November 2008 - Present
Conn-Selmer, Inc. June 2006 - October 2008
AUL 2000 - 2003
One America 2000 - 2003
Charles Schwab 2000 - 2003
City of Indianapolis 2000 - 2003
Finish Line 2000 - 2003
Education
Butler University 2001 — 2003
MBA, Finance
Indiana State University 1997 — 2000
BS, Economics/Finance
Rose-Hulman Institute of Technology 1995 — 1997
Karen Behmlander's Charles Schwab Experience January 2008 - Present
Job Business Analyst
Industry Financial Services
Experience
Charles Schwab January 2008 - Present
E-LOAN October 1998 - January 2008
Education
California State University, Fresno 1989 — 1994
Charles Schwab January 2008 - Present
E-LOAN October 1998 - January 2008
Education
California State University, Fresno 1989 — 1994
Paul Lamandia's Charles Schwab Experience September 2008 - Present
Job Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab September 2008 - Present
Education
California State Polytechnic University-Pomona 1980 — 1983
Charles Schwab September 2008 - Present
Education
California State Polytechnic University-Pomona 1980 — 1983
Rich Warnick's Charles Schwab Experience Operations SpecialistCitibank1990 - 1997
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Operations SpecialistCitibank1990 - 1997
Education
California State University-Hayward - School of Business and Economics 1987 — 1990
BS, Accounting
California Polytechnic State University-San Luis Obispo 1982 — 1987
Electrical Engineering
Charles Schwab Operations SpecialistCitibank1990 - 1997
Education
California State University-Hayward - School of Business and Economics 1987 — 1990
BS, Accounting
California Polytechnic State University-San Luis Obispo 1982 — 1987
Electrical Engineering
R. Gordon McKinney, CPA's Charles Schwab Experience 1999 - December 2007
Job Controller at Alameda County Medical Center
Industry Hospital & Health Care
Experience
Alameda County Medical Center July 2010 - Present
Alameda County Medical Center July 2008 - July 2010
Charles Schwab 1999 - December 2007
Franklin Templeton Services, Inc. 1997 - 1999
Bank of America Corporation 1995 - 1997
BANKAMERICA VENTURE CAPITAL GROUP (Formally Security Pacific) 1990 - 1995
BANK OF AMERICA CORPORATION (Formally Security Pacific Corporation) 1983 - 1990
PRICEWATERHOUSECOOPERS (Formerly COOPERS & LYBRAND) 1981 - 1983
Education
California State Polytechnic University-Pomona 1978 — 1981
BS, Accounting
Alameda County Medical Center July 2010 - Present
Alameda County Medical Center July 2008 - July 2010
Charles Schwab 1999 - December 2007
Franklin Templeton Services, Inc. 1997 - 1999
Bank of America Corporation 1995 - 1997
BANKAMERICA VENTURE CAPITAL GROUP (Formally Security Pacific) 1990 - 1995
BANK OF AMERICA CORPORATION (Formally Security Pacific Corporation) 1983 - 1990
PRICEWATERHOUSECOOPERS (Formerly COOPERS & LYBRAND) 1981 - 1983
Education
California State Polytechnic University-Pomona 1978 — 1981
BS, Accounting
Suzi Psenicnik's Charles Schwab Experience June 1996 - July 1999
Job Foreign Service Officer
Industry International Affairs
Experience
State Department July 1999 - Present
Charles Schwab June 1996 - July 1999
Skills
Diplomacy, International Relations, Public Diplomacy, Government, Foreign Policy, Counterterrorism, Foreign Affairs, Policy Analysis, Politics, International Security, Human Rights, International..., National Security, Public Policy, Conflict, Democracy, Foreign Assistance, Foreign Policy Analysis, Intelligence Analysis, International..., Peacebuilding, Policy, Political Risk Analysis, Political Science, Rule Of Law
Education
California State University Stanislaus 1989 — 1993
Bachelor of Arts (B.A.), Physics
State Department July 1999 - Present
Charles Schwab June 1996 - July 1999
Skills
Diplomacy, International Relations, Public Diplomacy, Government, Foreign Policy, Counterterrorism, Foreign Affairs, Policy Analysis, Politics, International Security, Human Rights, International..., National Security, Public Policy, Conflict, Democracy, Foreign Assistance, Foreign Policy Analysis, Intelligence Analysis, International..., Peacebuilding, Policy, Political Risk Analysis, Political Science, Rule Of Law
Education
California State University Stanislaus 1989 — 1993
Bachelor of Arts (B.A.), Physics
Andrew J Summers, CFP®'s Charles Schwab Experience September 2007 - January 2012
Job Portfolio Consultant at Schwab Private Client Investment Advisors, INC.
Industry Financial Services
Experience
Schwab Private Client Investment Advisors, Inc. December 2010 - Present
Charles Schwab September 2007 - January 2012
Charles Schwab January 2000 - November 2004
National City Bank December 1998 - December 1999
Skills
Investments
Education
Butler University 2008 — 2012
BS, MBA Candidate
Butler University 1993 — 1997
BS, Finance
Schwab Private Client Investment Advisors, Inc. December 2010 - Present
Charles Schwab September 2007 - January 2012
Charles Schwab January 2000 - November 2004
National City Bank December 1998 - December 1999
Skills
Investments
Education
Butler University 2008 — 2012
BS, MBA Candidate
Butler University 1993 — 1997
BS, Finance
John McAndrew's Charles Schwab Experience May 2014 - Present
Job Senior Manager Finance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Charles Schwab November 2008 - May 2014
Sand Hill Advisors May 2007 - May 2008
Education
California Lutheran University
Bachelor of Science (BS), Business Administration
Loyola Marymount University
Master of Business Administration (MBA)
Charles Schwab May 2014 - Present
Charles Schwab November 2008 - May 2014
Sand Hill Advisors May 2007 - May 2008
Education
California Lutheran University
Bachelor of Science (BS), Business Administration
Loyola Marymount University
Master of Business Administration (MBA)
Ryan Sakai's Charles Schwab Experience 2004 - 2007
Job CEO and Cofounder, BabyJellyBeans.com
Industry Information Technology and Services
Experience
BabyJellyBeans.com January 2003 - Present
Charles Schwab 2004 - 2007
Sybase 1994 - 1996
Skills
Fundraising, Video, Strategic Planning, Blogging, Product Management, Business Development, Start-ups, Entrepreneurship
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
BS, Business, Computer Science
BabyJellyBeans.com January 2003 - Present
Charles Schwab 2004 - 2007
Sybase 1994 - 1996
Skills
Fundraising, Video, Strategic Planning, Blogging, Product Management, Business Development, Start-ups, Entrepreneurship
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
BS, Business, Computer Science
Linh Tu's Charles Schwab Experience July 2000 - June 2013
Job Senior Technology Project Manager
Industry Financial Services
Experience
Los Angeles June 2013 - Present
Charles Schwab July 2000 - June 2013
Pacific Gas & Electric 1988 - 2000
IBM, Architecture June 1985 - June 1988
Skills
Oracle, SDLC, Software Project..., Integration, Business Analysis, Visio, Management, IT Strategy, PMO, Agile Methodologies, Requirements Analysis, Project Portfolio..., PMP, Program Management, Data Warehousing, SOA, Agile Project Management, Vendor Management, Enterprise Architecture, Scrum, IT Management, Requirements Gathering, Business Process, MS Project, Project Management, Business Requirements, Software Development, Business Process..., Microsoft Project, Process Improvement
Education
California Polytechnic State University-San Luis Obispo
BS, Electrical Engineering
West High
Los Angeles June 2013 - Present
Charles Schwab July 2000 - June 2013
Pacific Gas & Electric 1988 - 2000
IBM, Architecture June 1985 - June 1988
Skills
Oracle, SDLC, Software Project..., Integration, Business Analysis, Visio, Management, IT Strategy, PMO, Agile Methodologies, Requirements Analysis, Project Portfolio..., PMP, Program Management, Data Warehousing, SOA, Agile Project Management, Vendor Management, Enterprise Architecture, Scrum, IT Management, Requirements Gathering, Business Process, MS Project, Project Management, Business Requirements, Software Development, Business Process..., Microsoft Project, Process Improvement
Education
California Polytechnic State University-San Luis Obispo
BS, Electrical Engineering
West High
Warren Seto's Charles Schwab Experience June 1993 - September 1993
Job Environmental Specialist at San Francisco Department of the Environment ( SF Environment )
Industry Mechanical or Industrial Engineering
Experience
San Francisco Department of the Environment ( SF Environment ) March 2015 - Present
kW Engineering, Inc. September 2004 - January 2015
Energy Resources Integration, LLC 2015 - 2015
Energy Resources Integration, LLC 2015 - 2015
VaCom Technologies February 2002 - August 2004
Nike 1997 - 1998
San Francisco Public Library 1995 - 1997
City College of San Francisco 1994 - 1995
Charles Schwab June 1993 - September 1993
Skills
Energy Audits, Energy Efficiency, Energy Conservation, Energy Simulation, HVAC, Solar Energy, Energy Management, Building Automation, Demand Response, Alternative Energy
Education
California Polytechnic State University-San Luis Obispo 1998 — 2001
BS, Mechanical Engineering
City College of San Francisco 1994 — 1998
Engineering
San Francisco Department of the Environment ( SF Environment ) March 2015 - Present
kW Engineering, Inc. September 2004 - January 2015
Energy Resources Integration, LLC 2015 - 2015
Energy Resources Integration, LLC 2015 - 2015
VaCom Technologies February 2002 - August 2004
Nike 1997 - 1998
San Francisco Public Library 1995 - 1997
City College of San Francisco 1994 - 1995
Charles Schwab June 1993 - September 1993
Skills
Energy Audits, Energy Efficiency, Energy Conservation, Energy Simulation, HVAC, Solar Energy, Energy Management, Building Automation, Demand Response, Alternative Energy
Education
California Polytechnic State University-San Luis Obispo 1998 — 2001
BS, Mechanical Engineering
City College of San Francisco 1994 — 1998
Engineering
Dori Rattray's Charles Schwab Experience June 2001 - Present
Job Senior Marketing Manager at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab June 2001 - Present
Charles Schwab March 1999 - June 2001
Charles Schwab January 1997 - March 1999
Charles Schwab January 1996 - January 1997
Skills
Business Development, Marketing Strategy, Investments, Sales, Market Research, Series 7, Relationship Management, Event Management, New Business Development, Portfolio Management, Integrated Marketing, Relationship Marketing, Sponsorship, Corporate Sponsorship, Financial Services, Finance
Education
California State Polytechnic University-Pomona 1990 — 1993
BS, Finance, Real Estate, Law
Charles Schwab June 2001 - Present
Charles Schwab March 1999 - June 2001
Charles Schwab January 1997 - March 1999
Charles Schwab January 1996 - January 1997
Skills
Business Development, Marketing Strategy, Investments, Sales, Market Research, Series 7, Relationship Management, Event Management, New Business Development, Portfolio Management, Integrated Marketing, Relationship Marketing, Sponsorship, Corporate Sponsorship, Financial Services, Finance
Education
California State Polytechnic University-Pomona 1990 — 1993
BS, Finance, Real Estate, Law
Jane Roybal's Charles Schwab Experience July 2011 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Schwab Institutional September 2008 - June 2011
Charles Schwab & Co., Inc. March 1996 - August 2008
Education
Bucknell University 1987 — 1991
Charles Schwab July 2011 - Present
Schwab Institutional September 2008 - June 2011
Charles Schwab & Co., Inc. March 1996 - August 2008
Education
Bucknell University 1987 — 1991
Jennifer LaRochelle's Charles Schwab Experience April 2008 - July 2010
Job Business Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2008 - July 2010
The 401(k) Company December 1998 - April 2008
Education
Texas State University 2002 — 2004
MBA, Finance
California Baptist University 1995 — 1998
Charles Schwab April 2008 - July 2010
The 401(k) Company December 1998 - April 2008
Education
Texas State University 2002 — 2004
MBA, Finance
California Baptist University 1995 — 1998
Mimi Gay's Charles Schwab Experience March 2014 - Present
Job Sr. Manager Brand and Advertising at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab March 2014 - Present
Contracting April 2012 - March 2014
TMP Worldwide 2004 - 2012
Mainstream Events 2001 - 2003
SportBrain 2000 - 2000
Maus Haus Interactive 1999 - 2000
P3M Paradigm 3 Marketing 1998 - 1999
CKS Partners 1996 - 1998
Skills
Creative Direction, Corporate Identity, Logo Design, Packaging, Web Design, Graphics, Collateral, Interactive Advertising, Advertising, Art Direction, Interaction Design, Graphic Design, Email Marketing, Direct Mail, Marketing, Typography, Integrated Marketing, Brand Development, Visual Communication, Branding & Identity, Digital Strategy, Video, Creative Strategy, Corporate Social..., User Experience, Magazines, User Interface Design, Posters, Adobe Creative Suite, Online Advertising, Illustrator, Brochures, Interactive Marketing, Digital Media, InDesign, Experience Design, Layout, Concept Development, Information Architecture, Corporate Branding, Outdoor Advertising, Brand Architecture, Media Production, Illustration, Flash, Marketing Communications, Creative Services, Image Manipulation, Copywriting, Information Design
Education
California College of the Arts
Graphic Design
The University of Texas at Austin
BFA, Advertising
Charles Schwab March 2014 - Present
Contracting April 2012 - March 2014
TMP Worldwide 2004 - 2012
Mainstream Events 2001 - 2003
SportBrain 2000 - 2000
Maus Haus Interactive 1999 - 2000
P3M Paradigm 3 Marketing 1998 - 1999
CKS Partners 1996 - 1998
Skills
Creative Direction, Corporate Identity, Logo Design, Packaging, Web Design, Graphics, Collateral, Interactive Advertising, Advertising, Art Direction, Interaction Design, Graphic Design, Email Marketing, Direct Mail, Marketing, Typography, Integrated Marketing, Brand Development, Visual Communication, Branding & Identity, Digital Strategy, Video, Creative Strategy, Corporate Social..., User Experience, Magazines, User Interface Design, Posters, Adobe Creative Suite, Online Advertising, Illustrator, Brochures, Interactive Marketing, Digital Media, InDesign, Experience Design, Layout, Concept Development, Information Architecture, Corporate Branding, Outdoor Advertising, Brand Architecture, Media Production, Illustration, Flash, Marketing Communications, Creative Services, Image Manipulation, Copywriting, Information Design
Education
California College of the Arts
Graphic Design
The University of Texas at Austin
BFA, Advertising
Erin Montgomery's Charles Schwab Experience July 2011 - Present
Job Director, Corporate Public Relations
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
International Securities Exchange March 2005 - June 2011
Education
California Polytechnic State University-San Luis Obispo
Charles Schwab July 2011 - Present
International Securities Exchange March 2005 - June 2011
Education
California Polytechnic State University-San Luis Obispo
Kathleen Wallace-Mason's Charles Schwab Experience October 2007 - October 2008
Job Independent Media Production Professional
Industry Media Production
Experience
Freelance Print Production Artist January 2009 - Present
Mills College 2014 - 2015
Organic, Inc October 2011 - March 2012
Charles Schwab October 2007 - October 2008
Haggin Marketing May 2007 - October 2008
Grey San Francisco May 2006 - September 2006
Publicies & Hal Riney June 2001 - May 2006
Myriad Group 2000 - 2001
Skills
Catalogs, Layout, InDesign, Print Production, Illustrator, QuarkXPress, Adobe Acrobat, Photoshop, Advertising, Direct Mail, Illustration, Brochures, Mac, Newsletters, Direct Marketing, Posters, Branding & Identity, Pre-press, Art Direction, Adobe Creative Suite, Graphic Design
Education
San Francisco State University 1997 — 2001
BA, Art, Drawing and Painting
California State University, Fresno 1982 — 1986
BA, Industrial Arts, Advertising and Interior Design
Freelance Print Production Artist January 2009 - Present
Mills College 2014 - 2015
Organic, Inc October 2011 - March 2012
Charles Schwab October 2007 - October 2008
Haggin Marketing May 2007 - October 2008
Grey San Francisco May 2006 - September 2006
Publicies & Hal Riney June 2001 - May 2006
Myriad Group 2000 - 2001
Skills
Catalogs, Layout, InDesign, Print Production, Illustrator, QuarkXPress, Adobe Acrobat, Photoshop, Advertising, Direct Mail, Illustration, Brochures, Mac, Newsletters, Direct Marketing, Posters, Branding & Identity, Pre-press, Art Direction, Adobe Creative Suite, Graphic Design
Education
San Francisco State University 1997 — 2001
BA, Art, Drawing and Painting
California State University, Fresno 1982 — 1986
BA, Industrial Arts, Advertising and Interior Design
Laurie Hammer Flores, SCPM, PMP's Charles Schwab Experience 2000 - 2001
Job Sr Project and Program Manager
Industry Information Technology and Services
Experience
Visa February 2009 - Present
Hammer Flores & Associates, Inc. January 2000 - February 2009
Visa 2008 - 2008
Visa 2007 - 2008
All California Mortgage 2005 - 2007
Inovant 2005 - 2005
Visa 2004 - 2005
Visa 2002 - 2004
Visa 2002 - 2003
Charles Schwab 2000 - 2001
Skills
Cross-functional Team..., Vendor Management, Requirements Analysis, Product Management, Project Management, Strategy, Payments, Program Management, Quality Assurance, Credit Cards, Business Analysis, SDLC, Software Documentation, E-commerce, Management
Education
California Polytechnic State University-San Luis Obispo 1975 — 1981
Bachelors, Business Administration
Monterey High School
Visa February 2009 - Present
Hammer Flores & Associates, Inc. January 2000 - February 2009
Visa 2008 - 2008
Visa 2007 - 2008
All California Mortgage 2005 - 2007
Inovant 2005 - 2005
Visa 2004 - 2005
Visa 2002 - 2004
Visa 2002 - 2003
Charles Schwab 2000 - 2001
Skills
Cross-functional Team..., Vendor Management, Requirements Analysis, Product Management, Project Management, Strategy, Payments, Program Management, Quality Assurance, Credit Cards, Business Analysis, SDLC, Software Documentation, E-commerce, Management
Education
California Polytechnic State University-San Luis Obispo 1975 — 1981
Bachelors, Business Administration
Monterey High School
James Pashley's Charles Schwab Experience November 2011 - Present
Job Genesys Reporting engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2011 - Present
Qwest Communications February 2010 - January 2013
RuffaloCODY March 2009 - February 2010
Profitool September 2007 - January 2009
Ticketmaster Entertainment October 2006 - September 2007
Ticketmaster 2006 - 2007
sage publications September 1999 - September 2006
Skills
SQL, Microsoft SQL Server, Databases, Oracle, Crystal Reports, Business Objects, XML, .NET, Enterprise Software, HTML, Integration, Java, JavaScript, MySQL, Project Management, Quality Assurance, SDLC, Requirements Gathering, SharePoint, Software Development, Software Documentation, Visual Basic, Visual Studio
Education
California Lutheran University 2000 — 2002
BS, Computer Information Systems
California State University-Chico 1997 — 1999
California State University-Chico 1997 — 1999
Moorpark College 1995 — 1997
Thousand Oaks High School 1995 — 1995
Charles Schwab November 2011 - Present
Qwest Communications February 2010 - January 2013
RuffaloCODY March 2009 - February 2010
Profitool September 2007 - January 2009
Ticketmaster Entertainment October 2006 - September 2007
Ticketmaster 2006 - 2007
sage publications September 1999 - September 2006
Skills
SQL, Microsoft SQL Server, Databases, Oracle, Crystal Reports, Business Objects, XML, .NET, Enterprise Software, HTML, Integration, Java, JavaScript, MySQL, Project Management, Quality Assurance, SDLC, Requirements Gathering, SharePoint, Software Development, Software Documentation, Visual Basic, Visual Studio
Education
California Lutheran University 2000 — 2002
BS, Computer Information Systems
California State University-Chico 1997 — 1999
California State University-Chico 1997 — 1999
Moorpark College 1995 — 1997
Thousand Oaks High School 1995 — 1995
Kay Fahlstrom's Charles Schwab Experience 2000 - 2008
Job Consultant
Industry Marketing and Advertising
Experience
New York Life (Retirement Plan Services) September 2008 - June 2011
Charles Schwab 2000 - 2008
Skills
Integrated Marketing
Education
California Institute of Integral Studies
MA, Counseling Psychology
University of Wisconsin-Madison
BA, Communications
New York Life (Retirement Plan Services) September 2008 - June 2011
Charles Schwab 2000 - 2008
Skills
Integrated Marketing
Education
California Institute of Integral Studies
MA, Counseling Psychology
University of Wisconsin-Madison
BA, Communications
Anna Marie Yambao's Charles Schwab Experience
Job Sr Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Series 7, Securities, Series 9 and 10, Equities, Mutual Funds
Education
Thunderbird School of Global Management 2009 — 2014
Executive Education, International Business
California Polytechnic State University-San Luis Obispo
Bachelor's of Science in Business Administration, Marketing
Charles Schwab
Skills
Series 7, Securities, Series 9 and 10, Equities, Mutual Funds
Education
Thunderbird School of Global Management 2009 — 2014
Executive Education, International Business
California Polytechnic State University-San Luis Obispo
Bachelor's of Science in Business Administration, Marketing
Scott Fuller's Charles Schwab Experience September 2014 - Present
Job Senior Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Wells Fargo Funds Management December 2007 - September 2013
Wells Fargo July 2007 - December 2007
Charles Schwab August 2006 - March 2007
Wells Fargo November 2004 - July 2005
Charles Schwab 2001 - 2003
Charles Schwab 1998 - 2001
Charles Schwab 1995 - 1998
Skills
Marketing, Investments, Business Development, Management, Leadership, Strategic Planning, Sales, Asset Management, Project Management, Sales Management, Analysis, Investment Strategies, Corporate Communications, Training, Capital Markets, Mutual Funds, Marketing Strategy
Education
California State University-Sacramento 1989 — 1992
BS, Finance, Economics
Cabrillo College 1986 — 1989
AA, Economics
Charles Schwab September 2014 - Present
Wells Fargo Funds Management December 2007 - September 2013
Wells Fargo July 2007 - December 2007
Charles Schwab August 2006 - March 2007
Wells Fargo November 2004 - July 2005
Charles Schwab 2001 - 2003
Charles Schwab 1998 - 2001
Charles Schwab 1995 - 1998
Skills
Marketing, Investments, Business Development, Management, Leadership, Strategic Planning, Sales, Asset Management, Project Management, Sales Management, Analysis, Investment Strategies, Corporate Communications, Training, Capital Markets, Mutual Funds, Marketing Strategy
Education
California State University-Sacramento 1989 — 1992
BS, Finance, Economics
Cabrillo College 1986 — 1989
AA, Economics
Don Benesh's Charles Schwab Experience August 2000 - December 2001
Job Manager, Technical Publications at ERG Transit Systems
Industry Translation and Localization
Experience
ERG Transit Systems November 2002 - Present
Charles Schwab August 2000 - December 2001
Education
California Coast University 1992 — 1996
MBA, Management Administration
ERG Transit Systems November 2002 - Present
Charles Schwab August 2000 - December 2001
Education
California Coast University 1992 — 1996
MBA, Management Administration
Steve Schoenfeld's Charles Schwab Experience 2002 - 2008
Job Senior Manager, Institutional Fixed Income Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2015 - Present
TD Ameritrade 2011 - 2015
Merrill Lynch 2009 - 2011
Charles Schwab 2002 - 2008
Charles Schwab 1999 - 2002
Charles Schwab 1991 - 1999
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Fixed Income, Bonds, Sales Management, Leadership, Sales, Asset Allocation, Retirement Planning, Options, Alternative Investments, Equities, Investment Advisory, Investment Strategies, Finance, Uniform Combined State..., Wealth Management, Electronic Trading, Financial Advisory, Securities, Financial Services, Series 65, ETFs, Asset Management, Financial Markets, Derivatives, Relationship Management, Bloomberg, Strategic Financial..., Separately Managed..., Hedge Funds, Investment Management, Retirement, Wealth Management..., Series 63, 401k, Bloomberg Terminal, Capital Markets, Equity Trading, Options Strategies, Series 24
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Business Administration
TD Ameritrade 2015 - Present
TD Ameritrade 2011 - 2015
Merrill Lynch 2009 - 2011
Charles Schwab 2002 - 2008
Charles Schwab 1999 - 2002
Charles Schwab 1991 - 1999
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Fixed Income, Bonds, Sales Management, Leadership, Sales, Asset Allocation, Retirement Planning, Options, Alternative Investments, Equities, Investment Advisory, Investment Strategies, Finance, Uniform Combined State..., Wealth Management, Electronic Trading, Financial Advisory, Securities, Financial Services, Series 65, ETFs, Asset Management, Financial Markets, Derivatives, Relationship Management, Bloomberg, Strategic Financial..., Separately Managed..., Hedge Funds, Investment Management, Retirement, Wealth Management..., Series 63, 401k, Bloomberg Terminal, Capital Markets, Equity Trading, Options Strategies, Series 24
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Business Administration
Mark Wittleder, CFP®'s Charles Schwab Experience September 2014 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab January 2014 - September 2014
Charles Schwab March 2011 - December 2013
Charles Schwab June 2010 - February 2011
Charles Schwab March 2007 - February 2011
Evergreen Investments 2007 - 2009
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Series 65, Asset Allocation, ETFs, Portfolio Management, Wealth Management, Investment Advisory, Securities, Investments, Investment Strategies, Alternative Investments, Equities, Certified Financial..., Retirement Planning, Financial Services, Finance, Asset Management, Financial Planning, Retirement, Financial Advisory
Education
Butler University 2013 — 2016
Master of Business Administration (MBA)
Indiana Wesleyan University 2001 — 2005
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Charles Schwab September 2014 - Present
Charles Schwab January 2014 - September 2014
Charles Schwab March 2011 - December 2013
Charles Schwab June 2010 - February 2011
Charles Schwab March 2007 - February 2011
Evergreen Investments 2007 - 2009
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Series 65, Asset Allocation, ETFs, Portfolio Management, Wealth Management, Investment Advisory, Securities, Investments, Investment Strategies, Alternative Investments, Equities, Certified Financial..., Retirement Planning, Financial Services, Finance, Asset Management, Financial Planning, Retirement, Financial Advisory
Education
Butler University 2013 — 2016
Master of Business Administration (MBA)
Indiana Wesleyan University 2001 — 2005
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Bill Watras's Charles Schwab Experience December 2013 - July 2015
Job Private Client Advisor J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Charles Schwab December 2013 - July 2015
Charles Schwab October 2012 - December 2013
Scottrade January 2011 - September 2012
Scottrade Financial Services May 2010 - February 2011
Education
College for Financial Planning 2012 — 2013
Accredited Asset Management Specialist
California State University, Fresno 2006 — 2010
Business Administration, Marketing and Finance
J.P. Morgan July 2015 - Present
Charles Schwab December 2013 - July 2015
Charles Schwab October 2012 - December 2013
Scottrade January 2011 - September 2012
Scottrade Financial Services May 2010 - February 2011
Education
College for Financial Planning 2012 — 2013
Accredited Asset Management Specialist
California State University, Fresno 2006 — 2010
Business Administration, Marketing and Finance
Sam Henry's Charles Schwab Experience January 2004 - October 2005
Job Marketing, Investing , Analysis, and writer at Fruition TechFund LLC
Industry Financial Services
Experience
Morgan Stanley; Fruition TechFund LLC March 2014 - Present
self-employed February 2003 - Present
Baron Funds November 2013 - January 2014
Morgan Stanley Wealth Management October 2013 - December 2013
SRM Partners June 2006 - January 2007
Charles Schwab January 2004 - October 2005
ETF.com 1999 - 2002
Phillips Academy August 1985 - January 1986
Brown University January 1983 - December 1984
Skills
Hedge Funds, Investor Relations, Mutual Funds, Asset Management, Finance, Trading, Investments, Portfolio Management, ETFs, Analysis, Economics, Bloomberg, Marketing, Equities, Derivatives, Risk Management, Financial Markets, Capital Markets, Financial Modeling, Private Equity, Editing, Strategy
Education
Brown University 1982 — 1985
Almost all but Dissertation, PhD, European Languages and Civ.
University of Chicago 1978 — 1982
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Phillips Exeter Academy 1975 — 1978
diploma, General Studies
Morgan Stanley; Fruition TechFund LLC March 2014 - Present
self-employed February 2003 - Present
Baron Funds November 2013 - January 2014
Morgan Stanley Wealth Management October 2013 - December 2013
SRM Partners June 2006 - January 2007
Charles Schwab January 2004 - October 2005
ETF.com 1999 - 2002
Phillips Academy August 1985 - January 1986
Brown University January 1983 - December 1984
Skills
Hedge Funds, Investor Relations, Mutual Funds, Asset Management, Finance, Trading, Investments, Portfolio Management, ETFs, Analysis, Economics, Bloomberg, Marketing, Equities, Derivatives, Risk Management, Financial Markets, Capital Markets, Financial Modeling, Private Equity, Editing, Strategy
Education
Brown University 1982 — 1985
Almost all but Dissertation, PhD, European Languages and Civ.
University of Chicago 1978 — 1982
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Phillips Exeter Academy 1975 — 1978
diploma, General Studies
Evan Tanner's Charles Schwab Experience February 1997 - April 1998
Job Sr. Software Support Specialist at Aprimo
Industry Computer Software
Experience
Teradata June 2011 - Present
The Addit, LLC January 2010 - June 2011
Jet Star, Inc. January 2008 - October 2009
Klipsch Group, Inc. September 2007 - January 2008
ICON/New Media June 2002 - June 2007
Xerox Connect May 1998 - April 2002
Charles Schwab February 1997 - April 1998
BHI May 1993 - November 1996
Skills
SQL, Windows Server, Microsoft Operating..., Documentation, System Administration, Data Analysis, SQL Server, T-SQL, Microsoft SQL Server, Project Management
Education
Butler University 1989 — 1994
BA, Liberal Arts, Philosophy
Teradata June 2011 - Present
The Addit, LLC January 2010 - June 2011
Jet Star, Inc. January 2008 - October 2009
Klipsch Group, Inc. September 2007 - January 2008
ICON/New Media June 2002 - June 2007
Xerox Connect May 1998 - April 2002
Charles Schwab February 1997 - April 1998
BHI May 1993 - November 1996
Skills
SQL, Windows Server, Microsoft Operating..., Documentation, System Administration, Data Analysis, SQL Server, T-SQL, Microsoft SQL Server, Project Management
Education
Butler University 1989 — 1994
BA, Liberal Arts, Philosophy
Jerry Wojt's Charles Schwab Experience June 1997 - December 2003
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2006 - Present
Logan Capital Management, Inc. March 2004 - March 2006
US Navy Reserve May 1982 - March 2004
Charles Schwab June 1997 - December 2003
Skills
Series 7, Securities, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Managment, Equities, Financial Advisory, Finance, FINRA, Financial Services, Bonds, Asset Management
Education
Bryant College 1988 — 1989
N/A, MBA in Management, Incomplete
Villanova University 1978 — 1982
Bachelors of Arts, General Studies, Undergraduate
St Joseph's Prep 1974 — 1978
Scottrade March 2006 - Present
Logan Capital Management, Inc. March 2004 - March 2006
US Navy Reserve May 1982 - March 2004
Charles Schwab June 1997 - December 2003
Skills
Series 7, Securities, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Managment, Equities, Financial Advisory, Finance, FINRA, Financial Services, Bonds, Asset Management
Education
Bryant College 1988 — 1989
N/A, MBA in Management, Incomplete
Villanova University 1978 — 1982
Bachelors of Arts, General Studies, Undergraduate
St Joseph's Prep 1974 — 1978
Brandt Wagley, AAMS's Charles Schwab Experience November 2011 - June 2013
Job Registered Client Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2013 - Present
Charles Schwab November 2011 - June 2013
Charles Schwab August 2011 - November 2011
Charles Schwab June 2008 - August 2011
Education
Butler University - College of Business Administration 2003 — 2008
B.S., Finance, Accounting
Glenbrook South High School 1999 — 2003
UBS Wealth Management June 2013 - Present
Charles Schwab November 2011 - June 2013
Charles Schwab August 2011 - November 2011
Charles Schwab June 2008 - August 2011
Education
Butler University - College of Business Administration 2003 — 2008
B.S., Finance, Accounting
Glenbrook South High School 1999 — 2003
Dennis Brake's Charles Schwab Experience March 1999 - July 2011
Job
Industry Writing and Editing
Experience
Charles Schwab March 1999 - July 2011
Charles Schwab Co, Inc March 1999 - July 2011
The Coffee Brake Company (TCBC) June 1992 - July 1998
Merchants National Bank December 1983 - March 1992
Skills
Finance, Investments, Marketing Strategy, Marketing, Loans, Public Speaking, Customer Service, Mortgage Lending, Sales Management
Education
Butler University
Xavier University 1965 — 1969
BSBA, Marketing
Xavier University
Bachelor's, Marketing
Cathedral High School
High School Diploma
Charles Schwab March 1999 - July 2011
Charles Schwab Co, Inc March 1999 - July 2011
The Coffee Brake Company (TCBC) June 1992 - July 1998
Merchants National Bank December 1983 - March 1992
Skills
Finance, Investments, Marketing Strategy, Marketing, Loans, Public Speaking, Customer Service, Mortgage Lending, Sales Management
Education
Butler University
Xavier University 1965 — 1969
BSBA, Marketing
Xavier University
Bachelor's, Marketing
Cathedral High School
High School Diploma
Tommy Moreno Ed.D.'s Charles Schwab Experience April 1992 - April 2001
Job University Programs Sr. Manager at Pacific Gas and Electric Company
Industry Biotechnology
Experience
Pacific Gas and Electric Company June 2012 - Present
Genentech May 2005 - June 2012
Pacific Gas and Electric Company October 2001 - April 2005
Charles Schwab April 1992 - April 2001
Skills
Team Building, Organizational..., Meeting Facilitation, Program Management, Management Development, New Hire Orientation, Large Group Facilitation, Talent Management..., Staff Management, Instructor-led Training, College Recruiting, Corporate Rotational..., Coaching, Talent Management, Leadership, Workshop Facilitation
Education
University of San Francisco
Doctor of Education (Ed.D.), Organization and Leadership
National University
Master of Arts (M.A.), Organization Behavior
Cal Poly Pomona
Bachelor's degree, Marketing
Pacific Gas and Electric Company June 2012 - Present
Genentech May 2005 - June 2012
Pacific Gas and Electric Company October 2001 - April 2005
Charles Schwab April 1992 - April 2001
Skills
Team Building, Organizational..., Meeting Facilitation, Program Management, Management Development, New Hire Orientation, Large Group Facilitation, Talent Management..., Staff Management, Instructor-led Training, College Recruiting, Corporate Rotational..., Coaching, Talent Management, Leadership, Workshop Facilitation
Education
University of San Francisco
Doctor of Education (Ed.D.), Organization and Leadership
National University
Master of Arts (M.A.), Organization Behavior
Cal Poly Pomona
Bachelor's degree, Marketing
Nannette McKay's Charles Schwab Experience July 1984 - July 1985
Job CPA at Ristau & Co., Inc. CPA's
Industry Accounting
Experience
Ristau & Co., Inc. CPA's August 1990 - Present
Medic Alert Foundation International September 1988 - November 1989
Charles Fenley Enterprises July 1985 - July 1988
Charles Schwab July 1984 - July 1985
Deloitte January 1982 - July 1984
Skills
QuickBooks, Financial Reporting, Accounting, Finance, CPA, Management, Human Resources, Training, Tax Preparation, Tax, General Ledger, Income Tax, Financial Accounting, Bookkeeping, GAAP, Auditing, Tax Returns, Corporate Tax, Internal Controls, Account Reconciliation, Accounts Payable
Education
Cal Poly San Luis Obispo 1979 — 1981
Bachelor of Science (BS), Business/Accounting
Modesto Junior College 1977 — 1979
Associate of Science (A.S.), General Education/Business
Ristau & Co., Inc. CPA's August 1990 - Present
Medic Alert Foundation International September 1988 - November 1989
Charles Fenley Enterprises July 1985 - July 1988
Charles Schwab July 1984 - July 1985
Deloitte January 1982 - July 1984
Skills
QuickBooks, Financial Reporting, Accounting, Finance, CPA, Management, Human Resources, Training, Tax Preparation, Tax, General Ledger, Income Tax, Financial Accounting, Bookkeeping, GAAP, Auditing, Tax Returns, Corporate Tax, Internal Controls, Account Reconciliation, Accounts Payable
Education
Cal Poly San Luis Obispo 1979 — 1981
Bachelor of Science (BS), Business/Accounting
Modesto Junior College 1977 — 1979
Associate of Science (A.S.), General Education/Business
ANGELA PIMENTEL's Charles Schwab Experience October 2007 - January 2012
Job Accounting Manager at PubMatic, Inc
Industry Computer Software
Experience
PubMatic, Inc August 2013 - Present
Google May 2013 - August 2013
Saba Software January 2012 - May 2013
Charles Schwab October 2007 - January 2012
Pannell Kerr Forster April 2003 - October 2005
Earthbound Farms 2003 - 2005
Education
Cal Poly San Luis Obispo
PubMatic, Inc August 2013 - Present
Google May 2013 - August 2013
Saba Software January 2012 - May 2013
Charles Schwab October 2007 - January 2012
Pannell Kerr Forster April 2003 - October 2005
Earthbound Farms 2003 - 2005
Education
Cal Poly San Luis Obispo
Edward Feinblum's Charles Schwab Experience March 2000 - April 2001
Job Telecommunications Engineer at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors April 2001 - Present
Charles Schwab March 2000 - April 2001
Skills
Cisco Call Manager, SIP Trunking, TDM to IP conversion, TDM pstn to Sip..., IP switching and routing
Education
California State University-Fresno 1979 — 1984
Bachelor of Applied Science (BASc), Mathematics
Allianz Global Investors April 2001 - Present
Charles Schwab March 2000 - April 2001
Skills
Cisco Call Manager, SIP Trunking, TDM to IP conversion, TDM pstn to Sip..., IP switching and routing
Education
California State University-Fresno 1979 — 1984
Bachelor of Applied Science (BASc), Mathematics
Bobby Schott's Charles Schwab Experience August 2014 - Present
Job Associate Financial Consultant
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Self Employed January 2011 - July 2014
Skills
Microsoft Excel, Microsoft Office, Research, Customer Service, Microsoft Word, Teamwork, Financial Analysis, Leadership, Data Analysis, English, Economics, Finance, Analysis, Market Research
Education
California State Polytechnic University-Pomona 2008 — 2014
Bachelor of Science (BS), Economics
Charles Schwab August 2014 - Present
Self Employed January 2011 - July 2014
Skills
Microsoft Excel, Microsoft Office, Research, Customer Service, Microsoft Word, Teamwork, Financial Analysis, Leadership, Data Analysis, English, Economics, Finance, Analysis, Market Research
Education
California State Polytechnic University-Pomona 2008 — 2014
Bachelor of Science (BS), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank