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
Espen Dahlen, CFA, CPA Espen Dahlen, CFA, CPA's Charles Schwab Experience March 1998 - December 2003
Job
Industry Information Technology and Services
Experience
Hewlett-Packard October 2013 - Present
Cisco Systems October 2011 - October 2013
Kaiser Permanente August 2004 - October 2011
Toyota Financial Services January 2004 - July 2004
Charles Schwab March 1998 - December 2003
AT&T September 1996 - February 1998
KPMG September 1994 - September 1996
Wells Fargo 1991 - 1993
Skills
Deferred Compensation, PeopleSoft, Talent Management, Incentive Programs, Workforce Planning, Executive Pay, Employee Benefits, HRIS, Performance Management, Leadership, Organizational Design, Human Resources, Personnel Management, Onboarding, Employee Engagement, Benefits Administration, Talent Acquisition, Management
Education
California State University-East Bay
MBA, Accounting
University of Oregon
BA, Economics
Hewlett-Packard October 2013 - Present
Cisco Systems October 2011 - October 2013
Kaiser Permanente August 2004 - October 2011
Toyota Financial Services January 2004 - July 2004
Charles Schwab March 1998 - December 2003
AT&T September 1996 - February 1998
KPMG September 1994 - September 1996
Wells Fargo 1991 - 1993
Skills
Deferred Compensation, PeopleSoft, Talent Management, Incentive Programs, Workforce Planning, Executive Pay, Employee Benefits, HRIS, Performance Management, Leadership, Organizational Design, Human Resources, Personnel Management, Onboarding, Employee Engagement, Benefits Administration, Talent Acquisition, Management
Education
California State University-East Bay
MBA, Accounting
University of Oregon
BA, Economics
Steve Bellone Steve Bellone's Charles Schwab Experience May 2012 - February 2013
Job Senior Manager Risk Information Systems at Lending Club
Industry Financial Services
Experience
Lending Club February 2013 - Present
Charles Schwab May 2012 - February 2013
Wells Fargo February 2010 - March 2012
American Select Investments January 2009 - October 2009
Washington Mutual Card Services June 2004 - June 2008
Providian Financial January 2003 - June 2004
Skills
Credit Cards, Call Center, Financial Services, Credit, Analytics, Banking, Risk Management, Business Requirements, Credit Risk, Vendor Management, Analysis, Call Centers, Financial Risk, Forecasting, Process Improvement, Microsoft SQL Server, Data Analysis, Business Process, Access, Management, Program Management, Leadership, SQL, Portfolio Management, Oracle
Education
California State University-East Bay 1995 — 1998
BS, Business Administration / Finance
Lending Club February 2013 - Present
Charles Schwab May 2012 - February 2013
Wells Fargo February 2010 - March 2012
American Select Investments January 2009 - October 2009
Washington Mutual Card Services June 2004 - June 2008
Providian Financial January 2003 - June 2004
Skills
Credit Cards, Call Center, Financial Services, Credit, Analytics, Banking, Risk Management, Business Requirements, Credit Risk, Vendor Management, Analysis, Call Centers, Financial Risk, Forecasting, Process Improvement, Microsoft SQL Server, Data Analysis, Business Process, Access, Management, Program Management, Leadership, SQL, Portfolio Management, Oracle
Education
California State University-East Bay 1995 — 1998
BS, Business Administration / Finance
Shina Adu Shina Adu's Charles Schwab Experience 2014 - Present
Job Morgan Stanley Wealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management July 2013 - 2014
Magic Group International - MGI September 2011 - August 2013
eInfoPro Inc. August 2008 - July 2010
First Data Merchant Services November 2007 - December 2008
GC LLC Poland September 2004 - August 2007
Masters Consulting LLC April 2003 - September 2004
Berlitz Corporation December 1999 - December 2002
Skills
Business Development, Management, Forecasting, Leadership, Marketing, Strategy, Market Research, Email Marketing, Business Planning, Direct Marketing, Product Development, Project Management, Budgets, Training, series 7. series 66...
Education
CSUDH 2012 — 2013
Diploma, Project Management
Warsaw University of Technology
Master's degree, Aerospace, Aeronautical and Astronautical Engineering
Warsaw University of Technology
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management July 2013 - 2014
Magic Group International - MGI September 2011 - August 2013
eInfoPro Inc. August 2008 - July 2010
First Data Merchant Services November 2007 - December 2008
GC LLC Poland September 2004 - August 2007
Masters Consulting LLC April 2003 - September 2004
Berlitz Corporation December 1999 - December 2002
Skills
Business Development, Management, Forecasting, Leadership, Marketing, Strategy, Market Research, Email Marketing, Business Planning, Direct Marketing, Product Development, Project Management, Budgets, Training, series 7. series 66...
Education
CSUDH 2012 — 2013
Diploma, Project Management
Warsaw University of Technology
Master's degree, Aerospace, Aeronautical and Astronautical Engineering
Warsaw University of Technology
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering
Randy Klassen Randy Klassen's Charles Schwab Experience August 1993 - June 2004
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2007 - Present
Help-U-Sell Real Estate February 2004 - September 2007
Charles Schwab August 1993 - June 2004
Skills
Series 7, FINRA, Series 63, Securities, IRAs, Bonds, Mutual Funds, Options, Equities, ETFs, Finance, Financial Services, Investments, Portfolio Management, Risk Management, Small Business, Wealth Management
Education
California State University-Bakersfield
Bachelor of Business Administration (B.B.A.)
Scottrade September 2007 - Present
Help-U-Sell Real Estate February 2004 - September 2007
Charles Schwab August 1993 - June 2004
Skills
Series 7, FINRA, Series 63, Securities, IRAs, Bonds, Mutual Funds, Options, Equities, ETFs, Finance, Financial Services, Investments, Portfolio Management, Risk Management, Small Business, Wealth Management
Education
California State University-Bakersfield
Bachelor of Business Administration (B.B.A.)
Eric Weaver Eric Weaver's Charles Schwab Experience 1999 - 2004
Job Solutions Consultant at Ultimate Software
Industry Information Technology and Services
Experience
Bloomin' Brands, Inc. 2013 - 2014
SYNNEX 2008 - 2013
Shaklee Corp 2004 - 2008
Charles Schwab 1999 - 2004
KAO Infosystems 1996 - 1998
Skills
HRIS, PeopleSoft, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, Performance Management, Business Process, Vendor Management, Payroll, Process Improvement, Project Management, Cognos, Workforce Planning, ERP, Employee Relations, SQL, Talent Acquisition, Taleo, Talent Management, Benefits, Compensation, Metrics, Excel, HR Metrics, Microsoft Excel, Databases, SDLC, Troubleshooting, Business Intelligence, Visio, Business Analysis, Recruiting, ADP, Analysis, Mergers, Requirements Analysis, Human Capital Management, Business Intelligence..., Ultipro, HR Policies, SaaS, Employee Engagement, Training, Change Management, Leadership, Management, Strategy, Integration, Consulting
Education
World at Work 2005 — 2008
Most Recent - World at Work CCP, Cerification Program
California State University-East Bay 1996 — 1999
Computer Science
Bloomin' Brands, Inc. 2013 - 2014
SYNNEX 2008 - 2013
Shaklee Corp 2004 - 2008
Charles Schwab 1999 - 2004
KAO Infosystems 1996 - 1998
Skills
HRIS, PeopleSoft, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, Performance Management, Business Process, Vendor Management, Payroll, Process Improvement, Project Management, Cognos, Workforce Planning, ERP, Employee Relations, SQL, Talent Acquisition, Taleo, Talent Management, Benefits, Compensation, Metrics, Excel, HR Metrics, Microsoft Excel, Databases, SDLC, Troubleshooting, Business Intelligence, Visio, Business Analysis, Recruiting, ADP, Analysis, Mergers, Requirements Analysis, Human Capital Management, Business Intelligence..., Ultipro, HR Policies, SaaS, Employee Engagement, Training, Change Management, Leadership, Management, Strategy, Integration, Consulting
Education
World at Work 2005 — 2008
Most Recent - World at Work CCP, Cerification Program
California State University-East Bay 1996 — 1999
Computer Science
Alyssa Samrick Alyssa Samrick's Charles Schwab Experience April 2001 - September 2007
Job Owner, State Farm Insurance in St Helena, specialize in Auto, Home, Life, Health, Business, Bank and Financial Services.
Industry Insurance
Experience
State Farm Insurance May 2008 - Present
Charles Schwab April 2001 - September 2007
Northwestern Mutual January 1996 - February 1999
Skills
Insurance, Life Insurance, Fixed Annuities, Health Insurance, Retirement Planning, Mutual Funds, Long-term Care, Retirement, Property & Casualty..., Financial Services, General Insurance, Marketing Strategy, Liability, Workers Compensation, Finance, Claim
Education
CSU Chico 1992 — 1997
Psychology, Business, Psychology
State Farm Insurance May 2008 - Present
Charles Schwab April 2001 - September 2007
Northwestern Mutual January 1996 - February 1999
Skills
Insurance, Life Insurance, Fixed Annuities, Health Insurance, Retirement Planning, Mutual Funds, Long-term Care, Retirement, Property & Casualty..., Financial Services, General Insurance, Marketing Strategy, Liability, Workers Compensation, Finance, Claim
Education
CSU Chico 1992 — 1997
Psychology, Business, Psychology
Ana Chaud Ana Chaud's Charles Schwab Experience March 1995 - November 1995
Job
Industry Restaurants
Experience
Garden Bar PDX June 2013 - Present
PACT Creative Staffing July 2013 - January 2015
52 Limited April 2011 - June 2013
Archaeological Investigations Northwest, Inc. January 2010 - April 2011
CCG, LLC January 2000 - December 2009
Tucker and Marks, Inc September 1996 - December 1999
Charles Schwab March 1995 - November 1995
Sharp Electronics September 1988 - May 1991
Skills
Strategic Planning, Human Resources, Project Management, Finance, Business Development, Business Process, Financial Analysis, Operations Management, Management Consulting, Problem Solving, Management, Marketing, Budgets, Project Planning, Leadership, Business Strategy, Contract Management, Customer Service, Training
Education
California State University-East Bay 1992 — 1994
Master's in Business Administration (MBA)
Fundação Armando Álvares Penteado 1987 — 1990
BA
Garden Bar PDX June 2013 - Present
PACT Creative Staffing July 2013 - January 2015
52 Limited April 2011 - June 2013
Archaeological Investigations Northwest, Inc. January 2010 - April 2011
CCG, LLC January 2000 - December 2009
Tucker and Marks, Inc September 1996 - December 1999
Charles Schwab March 1995 - November 1995
Sharp Electronics September 1988 - May 1991
Skills
Strategic Planning, Human Resources, Project Management, Finance, Business Development, Business Process, Financial Analysis, Operations Management, Management Consulting, Problem Solving, Management, Marketing, Budgets, Project Planning, Leadership, Business Strategy, Contract Management, Customer Service, Training
Education
California State University-East Bay 1992 — 1994
Master's in Business Administration (MBA)
Fundação Armando Álvares Penteado 1987 — 1990
BA
Steve Pate Steve Pate's Charles Schwab Experience November 2013 - January 2015
Job Digital Product Development Manager at AssetMark
Industry Marketing and Advertising
Experience
AssetMark January 2015 - Present
Charles Schwab November 2013 - January 2015
Charles Schwab March 2012 - October 2013
Charles Schwab February 2008 - May 2012
E-LOAN July 2007 - December 2007
Pate Marketing Services September 2001 - June 2007
Pacific Bell August 2000 - August 2001
Caregiverzone.com December 1999 - August 2000
Finet.com January 1998 - December 1999
Contra Costa County Office of Education June 1992 - December 1997
Skills
User Interface, Marketing, Customer Acquisition, Web Analytics, Integrated Marketing, Lead Generation, Analytics, Online Advertising, Public Speaking, Social Selling, Digital Strategy, Email Marketing, Marketing Communications, Marketing Strategy, Strategy, Management, Leadership
Education
California State University-Chico 1988 — 1992
Information and Communications Studies (College of Journalism), Emphasis in Public Relations, Minor in Business Marketing
AssetMark January 2015 - Present
Charles Schwab November 2013 - January 2015
Charles Schwab March 2012 - October 2013
Charles Schwab February 2008 - May 2012
E-LOAN July 2007 - December 2007
Pate Marketing Services September 2001 - June 2007
Pacific Bell August 2000 - August 2001
Caregiverzone.com December 1999 - August 2000
Finet.com January 1998 - December 1999
Contra Costa County Office of Education June 1992 - December 1997
Skills
User Interface, Marketing, Customer Acquisition, Web Analytics, Integrated Marketing, Lead Generation, Analytics, Online Advertising, Public Speaking, Social Selling, Digital Strategy, Email Marketing, Marketing Communications, Marketing Strategy, Strategy, Management, Leadership
Education
California State University-Chico 1988 — 1992
Information and Communications Studies (College of Journalism), Emphasis in Public Relations, Minor in Business Marketing
Andrew Sweeney's Charles Schwab Experience 1990 - 2000
Job Administrative Professional / Office Manager
Industry Executive Office
Experience
TechCrunch May 2014 - Present
GSA 2010 - September 2013
GSA September 2008 - 2010
Actelion Pharmaceuticals 2008 - 2009
Prologis 2005 - 2007
Charles Schwab 1990 - 2000
Skills
Government, Public Policy, Government Procurement, Policy Analysis, Policy, Federal Government, Project Planning, Training, art in architecture, Presentations, Move Management, Conference Coordination, Event Management, Corporate Events, Project Management, Software Documentation
Education
California State University-Hayward
Bachelor's degree, Accounting
Foothill College
Associate of Arts (AA), Accounting
TechCrunch May 2014 - Present
GSA 2010 - September 2013
GSA September 2008 - 2010
Actelion Pharmaceuticals 2008 - 2009
Prologis 2005 - 2007
Charles Schwab 1990 - 2000
Skills
Government, Public Policy, Government Procurement, Policy Analysis, Policy, Federal Government, Project Planning, Training, art in architecture, Presentations, Move Management, Conference Coordination, Event Management, Corporate Events, Project Management, Software Documentation
Education
California State University-Hayward
Bachelor's degree, Accounting
Foothill College
Associate of Arts (AA), Accounting
Tony Demanuele's Charles Schwab Experience January 2000 - December 2000
Job Fabricator Engineer / Software Quality Consultant
Industry Information Technology and Services
Experience
Freelance November 2013 - Present
Williamson Engineering June 2010 - November 2013
Adobe November 2006 - April 2010
Wells Fargo August 2003 - September 2006
Genentech October 2003 - February 2005
Charles Schwab January 2000 - December 2000
Oracle September 1995 - August 1999
F.J.D Electric September 1980 - August 1995
Skills
Software Quality..., Engineering, Information Technology, Metal Fabrication, Project Engineering, Construction, Construction Management, Commissioning, Electricians, MIG welding, Arc Welding, tig welding, Automotive Aftermarket, Video Production, Video Editing, Videography, Photoshop, Digital Photography, Quality Management, Quality Assurance, Electrical Design, Automotive Repair, Bicycle Repair, Equipment Repair, Home Repairs, Computer Repair
Education
Truckee Meadows Community College 2010 — 2012
Welding Certification, Welding Technology/Welder
California State University-Chico 1991 — 1995
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
San Jose State University 1988 — 1990
Freelance November 2013 - Present
Williamson Engineering June 2010 - November 2013
Adobe November 2006 - April 2010
Wells Fargo August 2003 - September 2006
Genentech October 2003 - February 2005
Charles Schwab January 2000 - December 2000
Oracle September 1995 - August 1999
F.J.D Electric September 1980 - August 1995
Skills
Software Quality..., Engineering, Information Technology, Metal Fabrication, Project Engineering, Construction, Construction Management, Commissioning, Electricians, MIG welding, Arc Welding, tig welding, Automotive Aftermarket, Video Production, Video Editing, Videography, Photoshop, Digital Photography, Quality Management, Quality Assurance, Electrical Design, Automotive Repair, Bicycle Repair, Equipment Repair, Home Repairs, Computer Repair
Education
Truckee Meadows Community College 2010 — 2012
Welding Certification, Welding Technology/Welder
California State University-Chico 1991 — 1995
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
San Jose State University 1988 — 1990
Mary Morrison, LEED AP ID+C Mary Morrison, LEED AP ID+C's Charles Schwab Experience 2000 - Present
Job Sr. Manager, Design at Charles Schwab
Industry Architecture & Planning
Experience
Charles Schwab 2000 - Present
AirTouch 1995 - 2000
Skills
LEED AP ID+C, Space-planning, Interior Design, Facilities Management, Construction Management, AutoCAD, Project Management, Project Coordination, Custom Furniture, Systems Furniture, Program Management, Furniture, Architecture, Construction, Space planning, Project Planning, Contract Negotiation, Leadership, Management, Budgets, Design Management, Vendor Management, Design Research, Process Scheduler, Concept Development, Product Design, Contract Management
Education
California State University-Fresno
Bachelor of Arts, Cum Laude, Interior Design & Industrial Arts
Fashion Institute of Design & Merchandising
Associate of Arts (A.A.), Interior Design
Parsons School of Design
Charles Schwab 2000 - Present
AirTouch 1995 - 2000
Skills
LEED AP ID+C, Space-planning, Interior Design, Facilities Management, Construction Management, AutoCAD, Project Management, Project Coordination, Custom Furniture, Systems Furniture, Program Management, Furniture, Architecture, Construction, Space planning, Project Planning, Contract Negotiation, Leadership, Management, Budgets, Design Management, Vendor Management, Design Research, Process Scheduler, Concept Development, Product Design, Contract Management
Education
California State University-Fresno
Bachelor of Arts, Cum Laude, Interior Design & Industrial Arts
Fashion Institute of Design & Merchandising
Associate of Arts (A.A.), Interior Design
Parsons School of Design
Keerat Singh Keerat Singh's Charles Schwab Experience May 2014 - April 2015
Job Compliance AML Analyst at Bank of America
Industry Financial Services
Experience
Bank of America March 2015 - Present
Macy's August 2013 - Present
Charles Schwab May 2014 - April 2015
Target August 2011 - November 2011
Skills
Retail, Microsoft Office, Loss Prevention, Inventory Management, Customer Service, Anti Money Laundering, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Research, Financial Analysis, Time Management
Education
California State University-East Bay 2011 — 2013
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Bank of America March 2015 - Present
Macy's August 2013 - Present
Charles Schwab May 2014 - April 2015
Target August 2011 - November 2011
Skills
Retail, Microsoft Office, Loss Prevention, Inventory Management, Customer Service, Anti Money Laundering, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Research, Financial Analysis, Time Management
Education
California State University-East Bay 2011 — 2013
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Harpreet Dhaliwal's Charles Schwab Experience October 2013 - November 2014
Job AML Investigator at ZenBanx
Industry Law Enforcement
Experience
ZenBanx July 2015 - Present
Akorbi(Google) September 2014 - March 2015
Charles Schwab October 2013 - November 2014
Agilent Technologies July 2011 - August 2012
Skills
Criminal Investigations, Customer Service, Enforcement, Criminal Justice, Microsoft Office, Patrol, Teamwork, Microsoft Excel, Anti Money Laundering, Financial Analysis, Fraud, Investigation, Microsoft Word, Research, Time Management, Law Enforcement
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
ZenBanx July 2015 - Present
Akorbi(Google) September 2014 - March 2015
Charles Schwab October 2013 - November 2014
Agilent Technologies July 2011 - August 2012
Skills
Criminal Investigations, Customer Service, Enforcement, Criminal Justice, Microsoft Office, Patrol, Teamwork, Microsoft Excel, Anti Money Laundering, Financial Analysis, Fraud, Investigation, Microsoft Word, Research, Time Management, Law Enforcement
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Sophia Moritz Sophia Moritz's Charles Schwab Experience January 2010 - July 2010
Job HR Business Partner at BlackRock
Industry Human Resources
Experience
BlackRock July 2011 - Present
BlackRock August 2010 - July 2011
Charles Schwab January 2010 - July 2010
Charles Schwab September 2008 - January 2009
Barclays Capital May 2006 - July 2008
Barclays Capital October 2005 - May 2006
Education
California State University-East Bay 2001 — 2004
BA, Human Development
BlackRock July 2011 - Present
BlackRock August 2010 - July 2011
Charles Schwab January 2010 - July 2010
Charles Schwab September 2008 - January 2009
Barclays Capital May 2006 - July 2008
Barclays Capital October 2005 - May 2006
Education
California State University-East Bay 2001 — 2004
BA, Human Development
Cherolynn Vila Cherolynn Vila's Charles Schwab Experience 2010 - 2012
Job Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage 2012 - Present
Charles Schwab 2010 - 2012
American Equity Mortgage January 2009 - July 2010
AXA Financial Advisors 2008 - 2008
Countrywide Home Loans September 2004 - December 2007
American General Financial Services July 2002 - September 2004
Skills
Financial Analysis, Sales, Mortgage Lending, Mortgage Banking, Loan Origination, Client Development, Customer Service, Residential Mortgages, Cross Selling, Notary Public, Home Equity Loans, Refinance
Education
California State University-Chico
Bachelor of Science (B.S.), Psychology and Business Management
Wells Fargo Home Mortgage 2012 - Present
Charles Schwab 2010 - 2012
American Equity Mortgage January 2009 - July 2010
AXA Financial Advisors 2008 - 2008
Countrywide Home Loans September 2004 - December 2007
American General Financial Services July 2002 - September 2004
Skills
Financial Analysis, Sales, Mortgage Lending, Mortgage Banking, Loan Origination, Client Development, Customer Service, Residential Mortgages, Cross Selling, Notary Public, Home Equity Loans, Refinance
Education
California State University-Chico
Bachelor of Science (B.S.), Psychology and Business Management
Bret Moore Bret Moore's Charles Schwab Experience June 1983 - June 1999
Job Tax Professional at Ghirardo CPA
Industry Accounting
Experience
Ghirardo CPA September 2007 - Present
Charles Schwab June 1983 - June 1999
Education
California State University-Hayward 1978 — 1981
Bachelor of Applied Science (BASc), Accounting
Ghirardo CPA September 2007 - Present
Charles Schwab June 1983 - June 1999
Education
California State University-Hayward 1978 — 1981
Bachelor of Applied Science (BASc), Accounting
Megin Lam Megin Lam's Charles Schwab Experience October 2005 - October 2007
Job Experienced Accounting Professional
Industry Accounting
Experience
Consulting for various companies (high tech and financial services) May 2012 - Present
The Clorox Company May 2008 - July 2010
Charles Schwab October 2005 - October 2007
Charles Schwab June 2003 - October 2005
Pmc-consultants to health professionals 1996 - 2002
Skills
NetSuite, SAP R/3, SAP BW, Essbase, PeopleSoft, Excel, Word, Quickbooks
Education
California State University-Hayward 1994 — 1996
Bachelor of Science (B.S.), Accounting, 3.99 out of 4.0
Consulting for various companies (high tech and financial services) May 2012 - Present
The Clorox Company May 2008 - July 2010
Charles Schwab October 2005 - October 2007
Charles Schwab June 2003 - October 2005
Pmc-consultants to health professionals 1996 - 2002
Skills
NetSuite, SAP R/3, SAP BW, Essbase, PeopleSoft, Excel, Word, Quickbooks
Education
California State University-Hayward 1994 — 1996
Bachelor of Science (B.S.), Accounting, 3.99 out of 4.0
Jeffrey Lang, CFP®'s Charles Schwab Experience August 2000 - January 2012
Job Director of Wealth Management, Principal at Seneschal Advisors, LLC
Industry Financial Services
Experience
Seneschal Advisors, LLC January 2012 - Present
Charles Schwab August 2000 - January 2012
Charles Schwab October 1995 - August 2000
Morgan Stanley Smith Barney August 1994 - October 1995
Skills
Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Wealth, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Insurance, FINRA, Asset Management, Personal Finance, Investment Management, Mutual Funds, Investment Strategies, 401k, Portfolio Management, Finance, Wealth Management..., Securities, Series 65
Education
California State University-Dominguez Hills 2007 — 2009
MBA, Business Administration/Finance
CFP Board - Certified Financial Planner Board of Standards 2002 — 2003
Certified Financial Planner, Financial Planning
CFA Institute (Chartered Financial Analyst) 1998 — 1999
Passed level 1 of the CFA (Chartered Financial Analyst) examination, Finance
Washington State University - College of Business and Economics 1991 — 1993
BA, Business Administration/Economics
Seneschal Advisors, LLC January 2012 - Present
Charles Schwab August 2000 - January 2012
Charles Schwab October 1995 - August 2000
Morgan Stanley Smith Barney August 1994 - October 1995
Skills
Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Wealth, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Insurance, FINRA, Asset Management, Personal Finance, Investment Management, Mutual Funds, Investment Strategies, 401k, Portfolio Management, Finance, Wealth Management..., Securities, Series 65
Education
California State University-Dominguez Hills 2007 — 2009
MBA, Business Administration/Finance
CFP Board - Certified Financial Planner Board of Standards 2002 — 2003
Certified Financial Planner, Financial Planning
CFA Institute (Chartered Financial Analyst) 1998 — 1999
Passed level 1 of the CFA (Chartered Financial Analyst) examination, Finance
Washington State University - College of Business and Economics 1991 — 1993
BA, Business Administration/Economics
Don Penner Don Penner's Charles Schwab Experience April 2007 - March 2010
Job Executive Vice President, Director of Business Development at Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management April 2010 - Present
Charles Schwab April 2007 - March 2010
Managers Investment Group 2004 - 2007
Fremont Investment Advisors October 2001 - January 2004
Education
California State University-Chico 1980 — 1984
Chandler Asset Management April 2010 - Present
Charles Schwab April 2007 - March 2010
Managers Investment Group 2004 - 2007
Fremont Investment Advisors October 2001 - January 2004
Education
California State University-Chico 1980 — 1984
Eric Brusse Eric Brusse's Charles Schwab Experience April 2004 - Present
Job Senior Staff Software Applications Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2004 - Present
Dimension Data (formerly Proxicom) June 1997 - June 2001
Andersen Consulting June 1993 - June 1997
Skills
SDLC, Leadership, Strategy, Project Management
Education
California State University-Chico 1987 — 1993
BS, Management Information Systems
Charles Schwab April 2004 - Present
Dimension Data (formerly Proxicom) June 1997 - June 2001
Andersen Consulting June 1993 - June 1997
Skills
SDLC, Leadership, Strategy, Project Management
Education
California State University-Chico 1987 — 1993
BS, Management Information Systems
Jennie Myers's Charles Schwab Experience March 2001 - October 2013
Job Strategic Account Manager, Workplace Solutions
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
Charles Schwab March 2001 - October 2013
Cigna 2000 - March 2001
Fidelity Investments 1997 - 1999
Skills
Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Sales, Salesforce.com, Series 63, Series 7, Wealth Management
Education
California State University-Chico
BA
TD Ameritrade October 2013 - Present
Charles Schwab March 2001 - October 2013
Cigna 2000 - March 2001
Fidelity Investments 1997 - 1999
Skills
Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Sales, Salesforce.com, Series 63, Series 7, Wealth Management
Education
California State University-Chico
BA
Christina Soong Christina Soong's Charles Schwab Experience 1990 - 1999
Job Realtor at Realty World Blue Property Group
Industry Real Estate
Experience
Realty World Blue Property Group February 2013 - Present
RE/MAX Star Properties July 2012 - Present
Bay Area Estates, Inc. January 2011 - July 2012
Cashin Company January 2000 - December 2010
Charles Schwab 1990 - 1999
Skills
Sellers, Real Estate, Short Sales, REO, Condos, Relocation, Investment Properties, Single Family Homes, Listing Homes, Buyer Representation, Foreclosures, Investors, Listings, Referrals, SFR
Education
California State University-East Bay
Realty World Blue Property Group February 2013 - Present
RE/MAX Star Properties July 2012 - Present
Bay Area Estates, Inc. January 2011 - July 2012
Cashin Company January 2000 - December 2010
Charles Schwab 1990 - 1999
Skills
Sellers, Real Estate, Short Sales, REO, Condos, Relocation, Investment Properties, Single Family Homes, Listing Homes, Buyer Representation, Foreclosures, Investors, Listings, Referrals, SFR
Education
California State University-East Bay
Mitch Herd's Charles Schwab Experience February 2014 - Present
Job Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
E*TRADE Capital Management August 2011 - February 2014
US Bancorp Investments, Inc January 2010 - January 2011
UnionBanc Investment Services, Inc January 2006 - January 2010
WM Financial Services/Washington Mutual January 2003 - January 2005
UBS Financial Services, Inc January 2002 - January 2003
Skills
Salesforce.com, Investments, Portfolio Management, Insurance, Customer Satisfaction, Financial Services, Separately Managed..., Unified Managed Accounts, Financial Risk..., Sales, Customer Service, Asset Allocation, New Business Development, Solution Selling, Selling Skills, Customer Engagement, Value Selling, Building Relationships, Lasting Relationships, Mutual Funds, Consultative Selling..., Financial Risk, Financial Markets, Series 7, Business Development, Risk Tolerance, Financial Analysis, Relationship Management, Wealth Management
Education
California State University-Bakersfield 1989 — 1995
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
Arvin High
Charles Schwab February 2014 - Present
E*TRADE Capital Management August 2011 - February 2014
US Bancorp Investments, Inc January 2010 - January 2011
UnionBanc Investment Services, Inc January 2006 - January 2010
WM Financial Services/Washington Mutual January 2003 - January 2005
UBS Financial Services, Inc January 2002 - January 2003
Skills
Salesforce.com, Investments, Portfolio Management, Insurance, Customer Satisfaction, Financial Services, Separately Managed..., Unified Managed Accounts, Financial Risk..., Sales, Customer Service, Asset Allocation, New Business Development, Solution Selling, Selling Skills, Customer Engagement, Value Selling, Building Relationships, Lasting Relationships, Mutual Funds, Consultative Selling..., Financial Risk, Financial Markets, Series 7, Business Development, Risk Tolerance, Financial Analysis, Relationship Management, Wealth Management
Education
California State University-Bakersfield 1989 — 1995
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
Arvin High
Kabyenad Tesfaye Kabyenad Tesfaye's Charles Schwab Experience February 2007 - July 2008
Job Finance Consultant
Industry Financial Services
Experience
TriplePoint Capital January 2015 - May 2015
H.G. Makelim Company October 2014 - October 2014
AAA April 2014 - July 2014
A Z Medical Services January 2014 - March 2014
Restoration Hardware August 2013 - September 2013
Merrill Lynch November 2012 - May 2013
Ujima House February 2003 - February 2013
Wells Fargo November 2011 - November 2012
Charles Schwab February 2007 - July 2008
California State University November 2005 - February 2007
Skills
Forecasting, Econometrics, Global Economics, Microsoft Excel, Budgets, Data Analysis, Research, Analysis, Economics, Finance, Financial Analysis, Access, Strategic Planning, Statistics, Accounting, PowerPoint, Microsoft Office, Non-profits, Fundraising, Policy, Accounts Payable, Banking, Management, Investments, Accounts Receivable, Auditing, Teamwork, Customer Service, Financial Modeling, Invoicing, Risk Management, Cross-functional Team..., SharePoint, Valuation, Market Research, Corporate Finance, Strategic Financial..., Financial Reporting, Spreadsheets, VBA, Administration, Business Planning, Financial Statements, Managerial Finance, Training, Due Diligence, Microsoft Word, Mutual Funds, Spanish, Asset Management
Education
California State University-East Bay 2006 — 2007
Master of Arts, Economics
California State University-Hayward - School of Business and Economics 2003 — 2005
MBA, Business Economics
University of California, Davis 1994 — 1999
Bachelor of Arts, Economics
TriplePoint Capital January 2015 - May 2015
H.G. Makelim Company October 2014 - October 2014
AAA April 2014 - July 2014
A Z Medical Services January 2014 - March 2014
Restoration Hardware August 2013 - September 2013
Merrill Lynch November 2012 - May 2013
Ujima House February 2003 - February 2013
Wells Fargo November 2011 - November 2012
Charles Schwab February 2007 - July 2008
California State University November 2005 - February 2007
Skills
Forecasting, Econometrics, Global Economics, Microsoft Excel, Budgets, Data Analysis, Research, Analysis, Economics, Finance, Financial Analysis, Access, Strategic Planning, Statistics, Accounting, PowerPoint, Microsoft Office, Non-profits, Fundraising, Policy, Accounts Payable, Banking, Management, Investments, Accounts Receivable, Auditing, Teamwork, Customer Service, Financial Modeling, Invoicing, Risk Management, Cross-functional Team..., SharePoint, Valuation, Market Research, Corporate Finance, Strategic Financial..., Financial Reporting, Spreadsheets, VBA, Administration, Business Planning, Financial Statements, Managerial Finance, Training, Due Diligence, Microsoft Word, Mutual Funds, Spanish, Asset Management
Education
California State University-East Bay 2006 — 2007
Master of Arts, Economics
California State University-Hayward - School of Business and Economics 2003 — 2005
MBA, Business Economics
University of California, Davis 1994 — 1999
Bachelor of Arts, Economics
Terry Guernsey Terry Guernsey's Charles Schwab Experience April 2011 - October 2011
Job Consultant Technical Writer/Business Anslyst at VMware
Industry Information Technology and Services
Experience
Ekko Consulting - VMware October 2011 - Present
Charles Schwab April 2011 - October 2011
Blue Shield of California Foundation February 2010 - February 2011
VMware June 2009 - January 2010
JDSU June 2008 - March 2009
Schwab Institutional July 2006 - April 2008
Affymetrix January 2006 - June 2006
Schwab Institutional August 2004 - December 2005
Charles Schwab May 2004 - July 2004
Schwab Institutional December 2003 - April 2004
Skills
SharePoint, Lotus Notes, Adobe Acrobat, Dreamweaver, HTML, Microsoft Excel, Java, Payroll, InfoPath, Purchase Orders, LoadRunner, WinRunner, GL, Vantive, Testing
Education
California State University-East Bay 1976 — 1978
BS
Chabot College 1973 — 1975
AA
Ekko Consulting - VMware October 2011 - Present
Charles Schwab April 2011 - October 2011
Blue Shield of California Foundation February 2010 - February 2011
VMware June 2009 - January 2010
JDSU June 2008 - March 2009
Schwab Institutional July 2006 - April 2008
Affymetrix January 2006 - June 2006
Schwab Institutional August 2004 - December 2005
Charles Schwab May 2004 - July 2004
Schwab Institutional December 2003 - April 2004
Skills
SharePoint, Lotus Notes, Adobe Acrobat, Dreamweaver, HTML, Microsoft Excel, Java, Payroll, InfoPath, Purchase Orders, LoadRunner, WinRunner, GL, Vantive, Testing
Education
California State University-East Bay 1976 — 1978
BS
Chabot College 1973 — 1975
AA
Srini Vuggumudi, M.S., M.B.A., PMP Srini Vuggumudi, M.S., M.B.A., PMP's Charles Schwab Experience March 2006 - March 2008
Job MultiSkilled Software Engineering Professional
Industry Computer Software
Experience
SAP Labs October 2010 - Present
Wells Fargo July 2010 - October 2010
Capgemini April 2010 - June 2010
Wells Fargo March 2009 - April 2010
Smart Logic Group LLC January 2008 - December 2009
Media Net Link July 2008 - January 2009
Google March 2008 - May 2008
Charles Schwab March 2006 - March 2008
University of Phoenix April 2004 - April 2006
Barclays Global Investors August 2005 - January 2006
Skills
Security, Databases, Python, Ruby, Java, C++, C, XML, Shell Scripting, PL/SQL, Test Automation, Data Warehousing, Software Project..., JavaScript, MySQL, PHP, ETL, HTML, PMP, Security+, Scrum, Unix, Linux, Agile, Software Quality..., SQL, Apache, SOA, LAMP, Web Applications, Database Design, Software Engineering, Waterfall, Software Development, SDLC, RUP, Sybase, UML, PostgreSQL, Testing, SOAP, Solaris, Subversion, Eclipse, AJAX, Architecture, Open Source, Agile Methodologies, Perl, System Architecture
Education
Dakota State University
Doctor of Science, Information Systems
California State University-East Bay
M.B.A., Computer Information Systems, and Finance (Dual Major)
Dakota State University
M.S., Information Systems
University of North Texas
M.S., Computer Education & Cognitive Systems
SAP Labs October 2010 - Present
Wells Fargo July 2010 - October 2010
Capgemini April 2010 - June 2010
Wells Fargo March 2009 - April 2010
Smart Logic Group LLC January 2008 - December 2009
Media Net Link July 2008 - January 2009
Google March 2008 - May 2008
Charles Schwab March 2006 - March 2008
University of Phoenix April 2004 - April 2006
Barclays Global Investors August 2005 - January 2006
Skills
Security, Databases, Python, Ruby, Java, C++, C, XML, Shell Scripting, PL/SQL, Test Automation, Data Warehousing, Software Project..., JavaScript, MySQL, PHP, ETL, HTML, PMP, Security+, Scrum, Unix, Linux, Agile, Software Quality..., SQL, Apache, SOA, LAMP, Web Applications, Database Design, Software Engineering, Waterfall, Software Development, SDLC, RUP, Sybase, UML, PostgreSQL, Testing, SOAP, Solaris, Subversion, Eclipse, AJAX, Architecture, Open Source, Agile Methodologies, Perl, System Architecture
Education
Dakota State University
Doctor of Science, Information Systems
California State University-East Bay
M.B.A., Computer Information Systems, and Finance (Dual Major)
Dakota State University
M.S., Information Systems
University of North Texas
M.S., Computer Education & Cognitive Systems
Carol Ojeda-Caploe Carol Ojeda-Caploe's Charles Schwab Experience 2000 - 2001
Job K Teacher at Title 1 School, CVUSD
Industry Primary/Secondary Education
Experience
CVUSD January 2004 - Present
Charles Schwab 2000 - 2001
Computer Software for Professionals, Inc. 1980 - 2000
Skills
Curriculum Development, Lesson Planning, Educational Leadership, Classroom Management, Classroom, Tutoring, Teacher Training, Elementary Education, Literacy, Differentiated..., K-12, Staff Development, Public Speaking, ESL, Higher Education, Instructional Design, Research, Training, Language Arts, Social Studies, RTI, Professional Learning..., Curriculum Mapping, Balanced Literacy, Data Driven Instruction, Guided Reading, Mathematics Education, Teaching Reading, Integrating Technology..., Behavior Management, Cooperative Learning, Science Education, Reading Intervention, Early Childhood..., Common Core State..., Parent-Teacher..., DIBELS, Inquiry-based Learning, English Language..., Student-Centered..., ELL, PBIS, Classroom Assessment, Parent Communication, Teaching Writing, K-8, Formative Assessment, Small Group Instruction, Education Policy, Learning Disabilities
Education
California State University-Hayward
Bachelor of Arts (BA), Art/Art Studies, General
Saint Mary's College of California
Teaching Credential, Elementary Education and Teaching
CVUSD January 2004 - Present
Charles Schwab 2000 - 2001
Computer Software for Professionals, Inc. 1980 - 2000
Skills
Curriculum Development, Lesson Planning, Educational Leadership, Classroom Management, Classroom, Tutoring, Teacher Training, Elementary Education, Literacy, Differentiated..., K-12, Staff Development, Public Speaking, ESL, Higher Education, Instructional Design, Research, Training, Language Arts, Social Studies, RTI, Professional Learning..., Curriculum Mapping, Balanced Literacy, Data Driven Instruction, Guided Reading, Mathematics Education, Teaching Reading, Integrating Technology..., Behavior Management, Cooperative Learning, Science Education, Reading Intervention, Early Childhood..., Common Core State..., Parent-Teacher..., DIBELS, Inquiry-based Learning, English Language..., Student-Centered..., ELL, PBIS, Classroom Assessment, Parent Communication, Teaching Writing, K-8, Formative Assessment, Small Group Instruction, Education Policy, Learning Disabilities
Education
California State University-Hayward
Bachelor of Arts (BA), Art/Art Studies, General
Saint Mary's College of California
Teaching Credential, Elementary Education and Teaching
Shelby Hooper Shelby Hooper's Charles Schwab Experience September 2012 - December 2012
Job Operations Specialist at Microsoft
Industry Computer Software
Experience
Microsoft December 2013 - Present
Apex Performance Solutions, LLC September 2013 - December 2013
Microsoft January 2013 - August 2013
Charles Schwab September 2012 - December 2012
Skills
Golf, Microsoft Excel, Microsoft Office, Time Management, Customer Service, PowerPoint, Finance, Financial Analysis, Management
Education
University of Nevada-Reno 2012 — 2013
Master of Business Administration (MBA)
California State University-Chico 2008 — 2012
Bachelor of Science (BS), Business Administration, Finance
Microsoft December 2013 - Present
Apex Performance Solutions, LLC September 2013 - December 2013
Microsoft January 2013 - August 2013
Charles Schwab September 2012 - December 2012
Skills
Golf, Microsoft Excel, Microsoft Office, Time Management, Customer Service, PowerPoint, Finance, Financial Analysis, Management
Education
University of Nevada-Reno 2012 — 2013
Master of Business Administration (MBA)
California State University-Chico 2008 — 2012
Bachelor of Science (BS), Business Administration, Finance
Stephen Dini Stephen Dini's Charles Schwab Experience 1997 - 2000
Job Director of Parent Relations at University of San Francisco
Industry Education Management
Experience
University of San Francisco December 2013 - Present
University of San Francisco June 2013 - Present
Archbishop Riordan High School June 2011 - June 2013
Notre Dame de Namur University October 2009 - June 2011
The Dunn School October 2008 - September 2009
UC Berkeley August 2006 - October 2008
University of California, Berkeley August 2003 - May 2008
Charles Schwab 1997 - 2000
FranklinTempleton 1995 - 1997
Wells Fargo Securities 1994 - 1995
Skills
Social Media, Volunteer Management, Editing, Fundraising, Stewardship, Alumni Relations, Program Development, Retaining Customers, Non-profits, Research, Staff Development, Event Management, Volunteer Training, Public Speaking, Nonprofits, Leadership Development, Coaching, Organizational..., Strategic Planning, Philanthropy, Leadership
Education
California State University-Chico 1992 — 1994
Bachelor of Arts (BA)
Colorado State University 1989 — 1992
Dunn School
University of San Francisco December 2013 - Present
University of San Francisco June 2013 - Present
Archbishop Riordan High School June 2011 - June 2013
Notre Dame de Namur University October 2009 - June 2011
The Dunn School October 2008 - September 2009
UC Berkeley August 2006 - October 2008
University of California, Berkeley August 2003 - May 2008
Charles Schwab 1997 - 2000
FranklinTempleton 1995 - 1997
Wells Fargo Securities 1994 - 1995
Skills
Social Media, Volunteer Management, Editing, Fundraising, Stewardship, Alumni Relations, Program Development, Retaining Customers, Non-profits, Research, Staff Development, Event Management, Volunteer Training, Public Speaking, Nonprofits, Leadership Development, Coaching, Organizational..., Strategic Planning, Philanthropy, Leadership
Education
California State University-Chico 1992 — 1994
Bachelor of Arts (BA)
Colorado State University 1989 — 1992
Dunn School
Maggie Mackin Maggie Mackin's Charles Schwab Experience December 2012 - June 2013
Job Do It Right
Industry Information Technology and Services
Experience
SNSC June 2013 - Present
Charles Schwab December 2012 - June 2013
Avaya October 2010 - December 2012
MountainView Capital Group, LLC October 2008 - October 2010
SN Servicing Corporation July 2005 - July 2008
Intel November 2002 - November 2003
5by5 Networks November 1998 - August 2002
VSR March 1996 - November 1998
Skills
SDLC, Strategic Planning, Business, Business Analysis, Data Analysis, Business Process Design, Technical Documentation, Process Improvement, User Interface Design, Disaster Recovery, Visio, Management, User Acceptance Testing, Risk Management, Business Requirements, Telecommunications, Integration, Strategy, Project Management, Software Documentation, Program Management, Quality Assurance, Requirements Analysis, Vendor Management, PMP, Software Project..., Requirements Gathering, Troubleshooting
Education
California State University-Chico 1987 — 1992
University of Wisconsin-Eau Claire 1977 — 1979
SNSC June 2013 - Present
Charles Schwab December 2012 - June 2013
Avaya October 2010 - December 2012
MountainView Capital Group, LLC October 2008 - October 2010
SN Servicing Corporation July 2005 - July 2008
Intel November 2002 - November 2003
5by5 Networks November 1998 - August 2002
VSR March 1996 - November 1998
Skills
SDLC, Strategic Planning, Business, Business Analysis, Data Analysis, Business Process Design, Technical Documentation, Process Improvement, User Interface Design, Disaster Recovery, Visio, Management, User Acceptance Testing, Risk Management, Business Requirements, Telecommunications, Integration, Strategy, Project Management, Software Documentation, Program Management, Quality Assurance, Requirements Analysis, Vendor Management, PMP, Software Project..., Requirements Gathering, Troubleshooting
Education
California State University-Chico 1987 — 1992
University of Wisconsin-Eau Claire 1977 — 1979
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
Jill Mathieson, CPA (inactive) Jill Mathieson, CPA (inactive)'s Charles Schwab Experience 1999 - 2005
Job Independent Accounting Professional
Industry Accounting
Experience
Barclays Global Investors (acquired by Blackrock) 2005 - 2010
Charles Schwab 1999 - 2005
Friar Harper & Arendt, CPA 1997 - 1999
PwC 1997 - 1997
Education
California State University-Chico 1992 — 1996
Bachelor of Science, Accounting
Barclays Global Investors (acquired by Blackrock) 2005 - 2010
Charles Schwab 1999 - 2005
Friar Harper & Arendt, CPA 1997 - 1999
PwC 1997 - 1997
Education
California State University-Chico 1992 — 1996
Bachelor of Science, Accounting
Philip Dizon's Charles Schwab Experience 1989 - July 1992
Job ICLP channel executive, loyalty marketing and strategies
Industry Marketing and Advertising
Experience
ICLP, Inc. February 2015 - Present
Guidepoint December 2013 - February 2015
Intel Security October 2008 - October 2013
Intel Security June 2004 - October 2008
Smith Barney September 1998 - June 2004
Bank of Hawaii - Investment Services July 1992 - September 1998
Charles Schwab 1989 - July 1992
Skills
Competitive Analysis, Business Development, SaaS, Account Management, Management, Cross-functional Team..., Negotiation, Sales, E-commerce, Internet Security, Enterprise Software, New Business Development, Channel Partners, Strategic Partnerships, Strategy, Multi-channel Marketing, Project Planning, Solution Selling, Direct Sales, CRM, Demand Generation, Networking, Security, Salesforce.com, Lead Generation, Leadership, Entrepreneurship, Cloud Computing, Sales Operations, Sales Management, Product Management, Sales Process, PCI DSS, Marketing, Team Management, Start-ups, Training, Customer Service, Vendor Management, Product Marketing, Professional Services, Managed Services, Go-to-market Strategy, Selling, Business Alliances, Software Industry, Network Security, Sales Channel..., Sales Enablement, Incentive Programs
Education
Western Governors University 2015 — 2016
California State University-East Bay 1987 — 1991
ICLP, Inc. February 2015 - Present
Guidepoint December 2013 - February 2015
Intel Security October 2008 - October 2013
Intel Security June 2004 - October 2008
Smith Barney September 1998 - June 2004
Bank of Hawaii - Investment Services July 1992 - September 1998
Charles Schwab 1989 - July 1992
Skills
Competitive Analysis, Business Development, SaaS, Account Management, Management, Cross-functional Team..., Negotiation, Sales, E-commerce, Internet Security, Enterprise Software, New Business Development, Channel Partners, Strategic Partnerships, Strategy, Multi-channel Marketing, Project Planning, Solution Selling, Direct Sales, CRM, Demand Generation, Networking, Security, Salesforce.com, Lead Generation, Leadership, Entrepreneurship, Cloud Computing, Sales Operations, Sales Management, Product Management, Sales Process, PCI DSS, Marketing, Team Management, Start-ups, Training, Customer Service, Vendor Management, Product Marketing, Professional Services, Managed Services, Go-to-market Strategy, Selling, Business Alliances, Software Industry, Network Security, Sales Channel..., Sales Enablement, Incentive Programs
Education
Western Governors University 2015 — 2016
California State University-East Bay 1987 — 1991
Ron Leung Ron Leung's Charles Schwab Experience March 2013 - Present
Job Director QE / QA Charles Schwab, Inc.
Industry Information Technology and Services
Experience
Charles Schwab March 2013 - Present
Yahoo! December 2010 - January 2013
Yahoo! April 2008 - December 2010
CyberSource January 2008 - April 2008
PayPal/eBay March 2004 - January 2008
Covalent Technologies - acquired by VMWare June 2001 - March 2004
MATRAnet July 2000 - June 2001
PeopleSoft Inc. / Annuncio Inc. June 1998 - July 2000
Quantum Inc. July 1996 - June 1998
Mitsubishi Motors June 1994 - July 1996
Skills
Strategic Leadership, Executive Management, Leadership Development, Agile Methodologies, Mobile Technology, Software Quality..., Test Planning, Metrics, Web Applications, Apache, Linux, Payment Systems, Selenium Testing, Payment Card Processing, ACH, Originations, Credit Cards, Android SDK, iOS, Java, JavaScript, SoapUI, RESTful WebServices, SOAP, Agile & Waterfall..., Perl, Continuous Integration, HRIS, HCM Processes & Forms, Human Capital, Federal Government, HR Metrics, Jenkins, Eclipse, IntelliJ IDEA, Maven
Education
California State University-Hayward
Bachelor of Science (B.Sc.)
Charles Schwab March 2013 - Present
Yahoo! December 2010 - January 2013
Yahoo! April 2008 - December 2010
CyberSource January 2008 - April 2008
PayPal/eBay March 2004 - January 2008
Covalent Technologies - acquired by VMWare June 2001 - March 2004
MATRAnet July 2000 - June 2001
PeopleSoft Inc. / Annuncio Inc. June 1998 - July 2000
Quantum Inc. July 1996 - June 1998
Mitsubishi Motors June 1994 - July 1996
Skills
Strategic Leadership, Executive Management, Leadership Development, Agile Methodologies, Mobile Technology, Software Quality..., Test Planning, Metrics, Web Applications, Apache, Linux, Payment Systems, Selenium Testing, Payment Card Processing, ACH, Originations, Credit Cards, Android SDK, iOS, Java, JavaScript, SoapUI, RESTful WebServices, SOAP, Agile & Waterfall..., Perl, Continuous Integration, HRIS, HCM Processes & Forms, Human Capital, Federal Government, HR Metrics, Jenkins, Eclipse, IntelliJ IDEA, Maven
Education
California State University-Hayward
Bachelor of Science (B.Sc.)
Amrita Sadarangani Amrita Sadarangani's Charles Schwab Experience October 2013 - Present
Job Fraud Analyst
Industry Financial Services
Experience
WePay June 2015 - Present
Charles Schwab October 2013 - Present
Google September 2014 - June 2015
Alameda County Public Defender’s Office January 2012 - January 2013
Prime Properties of California 2010 - 2012
AmeriChoice May 2007 - December 2010
Skills
Underwriting, Loans, Funding, Sales Management, Financial Risk, Forecasting, Training, Management, Outlook, Teamwork, Analysis, Banking
Education
California State University-Hayward - School of Business and Economics 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration, Sr.0
California State University-East Bay 2010 — 2013
California State University-East Bay
Criminal justice
WePay June 2015 - Present
Charles Schwab October 2013 - Present
Google September 2014 - June 2015
Alameda County Public Defender’s Office January 2012 - January 2013
Prime Properties of California 2010 - 2012
AmeriChoice May 2007 - December 2010
Skills
Underwriting, Loans, Funding, Sales Management, Financial Risk, Forecasting, Training, Management, Outlook, Teamwork, Analysis, Banking
Education
California State University-Hayward - School of Business and Economics 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration, Sr.0
California State University-East Bay 2010 — 2013
California State University-East Bay
Criminal justice
Matthew Peake Matthew Peake's Charles Schwab Experience June 2015 - Present
Job Financial Services Professional
Industry Management Consulting
Experience
Charles Schwab June 2015 - Present
Independent Consultant (self employed) January 2012 - May 2015
Wells Fargo October 2014 - January 2015
Schaffer&Combs February 2014 - September 2014
Mechanics Bank September 2013 - February 2014
Moody's Analytics May 2013 - September 2013
BAYADA Home Health Care September 2012 - March 2013
The Training Associates April 2012 - August 2012
The SANS Institute February 2012 - April 2012
Peace Corps 2010 - 2012
Skills
Training & Development, Training Delivery, Sales Presentations, Instructional Design, Strategic Planning, Presentation Development, Performance Consulting, Product Development, Software Implementation, Team Building, Program Development, Strategic Consulting, Client Services, Microsoft Office, Research, Presenter, Tactical Planning, Client Relationship..., Online Training, Software Training, Community Development, Youth Development, International..., Non-profits, Community Health, Program Design, Volunteer Management, Program Management, CRM, Strategy, Workshop Facilitation, Management, Fundraising, Leadership, Nonprofits, Employee Training, Financial Services, Training
Education
California State University-Hayward
MS, Educational Psychology
California State University-Sacramento
BA, Psychology
Charles Schwab June 2015 - Present
Independent Consultant (self employed) January 2012 - May 2015
Wells Fargo October 2014 - January 2015
Schaffer&Combs February 2014 - September 2014
Mechanics Bank September 2013 - February 2014
Moody's Analytics May 2013 - September 2013
BAYADA Home Health Care September 2012 - March 2013
The Training Associates April 2012 - August 2012
The SANS Institute February 2012 - April 2012
Peace Corps 2010 - 2012
Skills
Training & Development, Training Delivery, Sales Presentations, Instructional Design, Strategic Planning, Presentation Development, Performance Consulting, Product Development, Software Implementation, Team Building, Program Development, Strategic Consulting, Client Services, Microsoft Office, Research, Presenter, Tactical Planning, Client Relationship..., Online Training, Software Training, Community Development, Youth Development, International..., Non-profits, Community Health, Program Design, Volunteer Management, Program Management, CRM, Strategy, Workshop Facilitation, Management, Fundraising, Leadership, Nonprofits, Employee Training, Financial Services, Training
Education
California State University-Hayward
MS, Educational Psychology
California State University-Sacramento
BA, Psychology
Dennis Duarte Dennis Duarte's Charles Schwab Experience May 2000 - December 2002
Job Regional ManagerNorthern California at ICMARC
Industry Financial Services
Experience
ICMA-RC October 2011 - Present
ICMA-RC February 2010 - October 2011
The Hartford July 2008 - August 2009
The Hartford January 2008 - July 2008
The Hartford February 2005 - January 2008
State Farm Insurance - Leslie Wolf February 2004 - February 2005
Fremont Bank February 2003 - February 2004
Charles Schwab May 2000 - December 2002
Kraft Foods September 1998 - May 2000
AAA Resturant Fire Control January 1992 - September 1998
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 26, Insurance License,..., Retirement Planning
Education
California State University-East Bay 1994 — 2001
Bachelor of Science, Business Adminstration, Finance Option
Sunset High School 1978 — 1982
Diploma, General Education
Golden Gate University
Master of Science, Financial Planning
ICMA-RC October 2011 - Present
ICMA-RC February 2010 - October 2011
The Hartford July 2008 - August 2009
The Hartford January 2008 - July 2008
The Hartford February 2005 - January 2008
State Farm Insurance - Leslie Wolf February 2004 - February 2005
Fremont Bank February 2003 - February 2004
Charles Schwab May 2000 - December 2002
Kraft Foods September 1998 - May 2000
AAA Resturant Fire Control January 1992 - September 1998
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 26, Insurance License,..., Retirement Planning
Education
California State University-East Bay 1994 — 2001
Bachelor of Science, Business Adminstration, Finance Option
Sunset High School 1978 — 1982
Diploma, General Education
Golden Gate University
Master of Science, Financial Planning
Steven DuPrez Steven DuPrez's Charles Schwab Experience December 2012 - June 2013
Job Computer Software Professional
Industry Computer Software
Experience
Bank of America April 2014 - July 2015
3M July 2013 - April 2014
Charles Schwab December 2012 - June 2013
PMI Group May 2007 - March 2012
Washington Mutual Card Services November 2005 - June 2006
Charles Schwab February 2003 - November 2005
viaMD, Inc. October 2001 - January 2003
Sun Microsystems March 2000 - October 2001
Broadbase February 2001 - June 2001
Charles Schwab March 1999 - March 2000
Skills
Test Planning, HP Quality Center, Agile Methodologies, Regression Testing, Quality Assurance, Testing, Test Cases, Business Requirements, HP QTP, Manual Testing, Financial Applications, Test Strategy
Education
CSU Chico 1984 — 1987
Bachelor of Arts (B.A.), Political Science and Government, 3.03
Bank of America April 2014 - July 2015
3M July 2013 - April 2014
Charles Schwab December 2012 - June 2013
PMI Group May 2007 - March 2012
Washington Mutual Card Services November 2005 - June 2006
Charles Schwab February 2003 - November 2005
viaMD, Inc. October 2001 - January 2003
Sun Microsystems March 2000 - October 2001
Broadbase February 2001 - June 2001
Charles Schwab March 1999 - March 2000
Skills
Test Planning, HP Quality Center, Agile Methodologies, Regression Testing, Quality Assurance, Testing, Test Cases, Business Requirements, HP QTP, Manual Testing, Financial Applications, Test Strategy
Education
CSU Chico 1984 — 1987
Bachelor of Arts (B.A.), Political Science and Government, 3.03
Michael Vadpey Michael Vadpey's Charles Schwab Experience March 2015 - April 2015
Job Client Profile Specialist at First Republic Bank
Industry Accounting
Experience
First Republic Bank July 2015 - Present
Slack Technologies, Inc April 2015 - June 2015
Charles Schwab March 2015 - April 2015
Solar City September 2014 - September 2014
SABA international company for technology (www.abas-software.com) June 2014 - June 2014
GCM Medical and OEM April 2013 - May 2014
Cafe Milano July 2008 - February 2013
Skills
Restaurants, Restaurant Management, Customer Satisfaction, Inventory Management, Hospitality, Hospitality Industry, Food & Beverage, Hospitality Management, Food, Microsoft Excel, Time Management, Microsoft Word, Customer Service, Accounting, Payroll, Accounts Receivable, Teamwork, Management, Invoicing, Communication, Analysis, Microsoft Office
Education
California State University-East Bay 2004 — 2010
Bachelor's Degree, Criminal Justice/Law Enforcement Administration, 3.0
First Republic Bank July 2015 - Present
Slack Technologies, Inc April 2015 - June 2015
Charles Schwab March 2015 - April 2015
Solar City September 2014 - September 2014
SABA international company for technology (www.abas-software.com) June 2014 - June 2014
GCM Medical and OEM April 2013 - May 2014
Cafe Milano July 2008 - February 2013
Skills
Restaurants, Restaurant Management, Customer Satisfaction, Inventory Management, Hospitality, Hospitality Industry, Food & Beverage, Hospitality Management, Food, Microsoft Excel, Time Management, Microsoft Word, Customer Service, Accounting, Payroll, Accounts Receivable, Teamwork, Management, Invoicing, Communication, Analysis, Microsoft Office
Education
California State University-East Bay 2004 — 2010
Bachelor's Degree, Criminal Justice/Law Enforcement Administration, 3.0
Robin Dawson Robin Dawson's Charles Schwab Experience March 2015 - June 2015
Job Engagement Manager at Collaborative Solutions, LLC
Industry Information Technology and Services
Experience
Collaborative Solutions, LLC August 2015 - Present
Charles Schwab March 2015 - June 2015
Yelp 2014 - January 2015
Ellie Mae September 2014 - December 2014
CSAA Insurance Group November 2011 - July 2014
AAA NCNU October 2010 - November 2011
AAA NCNU August 2008 - October 2010
AT&T April 2008 - July 2008
Safeway 2006 - 2007
AT&T 2003 - 2006
Skills
Program Management, Integration, Change Management, Business Process, Process Improvement, Vendor Management, Cross-functional Team..., SDLC, Learning Management..., Strategy, Software Project..., Workforce Planning, Leadership, Management, Performance Management, Recruiting, Training, Human Resources, Project Management
Education
University of San Francisco 1999 — 2001
Masters, Human Resources and Organization Development
California State University-East Bay 1993 — 1997
BA, Liberal Studies, Minor in Sociology
Collaborative Solutions, LLC August 2015 - Present
Charles Schwab March 2015 - June 2015
Yelp 2014 - January 2015
Ellie Mae September 2014 - December 2014
CSAA Insurance Group November 2011 - July 2014
AAA NCNU October 2010 - November 2011
AAA NCNU August 2008 - October 2010
AT&T April 2008 - July 2008
Safeway 2006 - 2007
AT&T 2003 - 2006
Skills
Program Management, Integration, Change Management, Business Process, Process Improvement, Vendor Management, Cross-functional Team..., SDLC, Learning Management..., Strategy, Software Project..., Workforce Planning, Leadership, Management, Performance Management, Recruiting, Training, Human Resources, Project Management
Education
University of San Francisco 1999 — 2001
Masters, Human Resources and Organization Development
California State University-East Bay 1993 — 1997
BA, Liberal Studies, Minor in Sociology
Becky McDermith, PMP, CSM's Charles Schwab Experience July 2004 - Present
Job PMP Certified Technical Project Manager
Industry Financial Services
Experience
Charles Schwab July 2004 - Present
Charles Schwab February 2000 - August 2004
Pacific Bell Directory August 1995 - January 2000
Skills
SDLC, PMP, Project Management, Testing, Strategy, Software Project..., Business Analysis, Project Portfolio..., Quality Center, Integration, Program Management, Management, Leadership, User Acceptance Testing, Business Requirements, Requirements Analysis, Requirements Gathering, Volunteering, Volunteer Recruiting, English grammar, Teaching Writing, Vendor Management, Agile Methodologies, Quality Assurance, Process Improvement, Scrum, Visio
Education
California State University-Chico 1989 — 1991
Bachelor of Applied Science (B.A.Sc.)
California State University-Chico 1988 — 1991
BS
Charles Schwab July 2004 - Present
Charles Schwab February 2000 - August 2004
Pacific Bell Directory August 1995 - January 2000
Skills
SDLC, PMP, Project Management, Testing, Strategy, Software Project..., Business Analysis, Project Portfolio..., Quality Center, Integration, Program Management, Management, Leadership, User Acceptance Testing, Business Requirements, Requirements Analysis, Requirements Gathering, Volunteering, Volunteer Recruiting, English grammar, Teaching Writing, Vendor Management, Agile Methodologies, Quality Assurance, Process Improvement, Scrum, Visio
Education
California State University-Chico 1989 — 1991
Bachelor of Applied Science (B.A.Sc.)
California State University-Chico 1988 — 1991
BS
Daniel Chouanard, CIMA(R)'s Charles Schwab Experience January 1999 - June 2002
Job Director, National Product Sales
Industry Financial Services
Experience
Thrivent Financial May 2008 - Present
Markman Capital May 2007 - April 2008
RiverSource, Ameriprise Financial Services April 2004 - May 2007
RiverSource Distributors April 2004 - January 2006
Charles Schwab & Co., Inc April 1997 - October 2003
Charles Schwab January 1999 - June 2002
Charles Schwab April 1997 - January 1999
Skills
Financial Services, Strategy, Territory Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Asset Management
Education
Wharton Business School 2006 — 2006
Finance
University of Phoenix 1997 — 1998
California State University-Hayward 1994 — 1996
B.S, Business Administration/Finance
Thrivent Financial May 2008 - Present
Markman Capital May 2007 - April 2008
RiverSource, Ameriprise Financial Services April 2004 - May 2007
RiverSource Distributors April 2004 - January 2006
Charles Schwab & Co., Inc April 1997 - October 2003
Charles Schwab January 1999 - June 2002
Charles Schwab April 1997 - January 1999
Skills
Financial Services, Strategy, Territory Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Asset Management
Education
Wharton Business School 2006 — 2006
Finance
University of Phoenix 1997 — 1998
California State University-Hayward 1994 — 1996
B.S, Business Administration/Finance
Nick Niehaus, AAMS® Nick Niehaus, AAMS®'s Charles Schwab Experience December 2011 - Present
Job Branch Manager at Charles Schwab in Tampa, Pensacola, and Destin
Industry Financial Services
Experience
Charles Schwab December 2011 - Present
Charles Schwab September 2008 - December 2011
Charles Schwab May 2000 - September 2008
Education
California State University-East Bay 2002 — 2007
BS, Industrial Psychology
College for Financial Planning
AAMS®
Charles Schwab December 2011 - Present
Charles Schwab September 2008 - December 2011
Charles Schwab May 2000 - September 2008
Education
California State University-East Bay 2002 — 2007
BS, Industrial Psychology
College for Financial Planning
AAMS®
Holly Bradford Holly Bradford's Charles Schwab Experience March 2011 - December 2012
Job Realtor at Marvin Gardens Real Estate
Industry Financial Services
Experience
Marvin Gardens Real Estate June 2013 - Present
Bay Area Theater Community 1987 - Present
Charles Schwab March 2011 - December 2012
Myself 1985 - 2012
Charles Schwab January 2000 - February 2009
Charles Schwab 1999 - 2001
Charles Schwab 1995 - 1997
Northern California 1985 - 1995
West Coast 1983 - 1995
Freelance Designer with Project Management experience 1985 - 1991
Skills
Project Management, Public Speaking, Management, Cross-functional Team..., Process Improvement, Program Management, Acting, Strategic Planning, Theatre, SDLC, Coaching, Training, Visio, Event Planning, Change Management, Analysis, Social Media, MS Project, Microsoft Office, Event Management, SharePoint, Business Analysis, Risk Management, Research, Business Process, Organizational..., Team Management, Leadership, Team Leadership, Budgets, Integration, Vendor Management, Outlook, Marketing, Governance, Fundraising, Agile Methodologies, Business Process..., Quality Assurance, Software Documentation, Musical Theatre, Financial Services, Sales, Customer Service, Team Building, Teaching, Strategy, Real Estate, First Time Home Buyers, Seller Representation
Education
California State University-Chico 1979 — 1985
Bachelor of Arts, Theatre Arts
Marvin Gardens Real Estate June 2013 - Present
Bay Area Theater Community 1987 - Present
Charles Schwab March 2011 - December 2012
Myself 1985 - 2012
Charles Schwab January 2000 - February 2009
Charles Schwab 1999 - 2001
Charles Schwab 1995 - 1997
Northern California 1985 - 1995
West Coast 1983 - 1995
Freelance Designer with Project Management experience 1985 - 1991
Skills
Project Management, Public Speaking, Management, Cross-functional Team..., Process Improvement, Program Management, Acting, Strategic Planning, Theatre, SDLC, Coaching, Training, Visio, Event Planning, Change Management, Analysis, Social Media, MS Project, Microsoft Office, Event Management, SharePoint, Business Analysis, Risk Management, Research, Business Process, Organizational..., Team Management, Leadership, Team Leadership, Budgets, Integration, Vendor Management, Outlook, Marketing, Governance, Fundraising, Agile Methodologies, Business Process..., Quality Assurance, Software Documentation, Musical Theatre, Financial Services, Sales, Customer Service, Team Building, Teaching, Strategy, Real Estate, First Time Home Buyers, Seller Representation
Education
California State University-Chico 1979 — 1985
Bachelor of Arts, Theatre Arts
Adnan Ziauddin, CFA Adnan Ziauddin, CFA's Charles Schwab Experience October 2011 - October 2014
Job Senior Financial Consultant at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente January 2015 - Present
Charles Schwab October 2011 - October 2014
Charles Schwab October 2008 - September 2011
Charles Schwab October 2005 - September 2008
Enterprise Rent-A-Car June 2001 - September 2005
Skills
Financial Modeling, Finance, Analysis, Analytics, Process Improvement, Leadership, Strategic Planning, Variance Analysis, Project Planning, Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Strategic Financial..., Investments, Asset Management, Business Strategy, Competitive Intelligence, Budget Setting, Forecasting, Strategy
Education
California State University-East Bay 2001 — 2003
M.B.A, Finance
University of Mumbai 1995 — 1998
Bachelor of Science (BS), Economics
Kaiser Permanente January 2015 - Present
Charles Schwab October 2011 - October 2014
Charles Schwab October 2008 - September 2011
Charles Schwab October 2005 - September 2008
Enterprise Rent-A-Car June 2001 - September 2005
Skills
Financial Modeling, Finance, Analysis, Analytics, Process Improvement, Leadership, Strategic Planning, Variance Analysis, Project Planning, Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Strategic Financial..., Investments, Asset Management, Business Strategy, Competitive Intelligence, Budget Setting, Forecasting, Strategy
Education
California State University-East Bay 2001 — 2003
M.B.A, Finance
University of Mumbai 1995 — 1998
Bachelor of Science (BS), Economics
Rick Senneway Rick Senneway's Charles Schwab Experience October 2000 - October 2001
Job Senior Director Benefits and Health Services
Industry Hospital & Health Care
Experience
The wonderful company (FKA/ Paramount Companies February 2014 - Present
Kaiser Permanente December 2011 - February 2014
Kaiser Permanente June 2012 - January 2013
Kaiser Foundation Health Plan August 2008 - December 2011
Kaiser Foundation Health Plan October 2001 - August 2008
Charles Schwab October 2000 - October 2001
Merrill Lynch May 1999 - October 2000
Gottschalks July 1996 - May 1999
Skills
Performance Improvement, Strategic Planning, Process Improvement, Business Process..., Healthcare, Hospitals, Project Planning, Healthcare Management, Management, Revenue Cycle, Change Management, Training, Leadership, Organizational..., Healthcare Consulting, Program Management, Budgets, HIPAA, Quality Improvement, Healthcare Information..., Performance Management, Human Resources, Project Management, EMR, CRM, Physician Relations, Six Sigma, Healthcare Industry
Education
California State University, Fresno 1999 — 2001
MBA, Business
California State University-Fresno 1992 — 1996
Bachelor of Arts (BA), Psychology
The wonderful company (FKA/ Paramount Companies February 2014 - Present
Kaiser Permanente December 2011 - February 2014
Kaiser Permanente June 2012 - January 2013
Kaiser Foundation Health Plan August 2008 - December 2011
Kaiser Foundation Health Plan October 2001 - August 2008
Charles Schwab October 2000 - October 2001
Merrill Lynch May 1999 - October 2000
Gottschalks July 1996 - May 1999
Skills
Performance Improvement, Strategic Planning, Process Improvement, Business Process..., Healthcare, Hospitals, Project Planning, Healthcare Management, Management, Revenue Cycle, Change Management, Training, Leadership, Organizational..., Healthcare Consulting, Program Management, Budgets, HIPAA, Quality Improvement, Healthcare Information..., Performance Management, Human Resources, Project Management, EMR, CRM, Physician Relations, Six Sigma, Healthcare Industry
Education
California State University, Fresno 1999 — 2001
MBA, Business
California State University-Fresno 1992 — 1996
Bachelor of Arts (BA), Psychology
Gene Hilliard, CRC® Gene Hilliard, CRC®'s Charles Schwab Experience September 1999 - September 2000
Job Financial Advisor
Industry Financial Services
Experience
Emerge Financial Group February 2005 - Present
Genworth Financial September 2000 - February 2005
Charles Schwab September 1999 - September 2000
Banc of America Investment Services, Inc June 1993 - September 1999
Skills
Retirement Planning, Asset Management, Business Planning, Deferred Compensation, 401k Rollovers, IRA's, Term Life Insurance, Insurance Planning, Estate Planning, Tax Preparation, Debt Management, 529 Plans, Mutual Funds, Stock Management, ETFs, Separately Managed..., SEP, Fixed Annuities, Annuities
Education
California State University-Hayward 1986 — 1991
Bachelor of Arts
El Cerrito High School
Emerge Financial Group February 2005 - Present
Genworth Financial September 2000 - February 2005
Charles Schwab September 1999 - September 2000
Banc of America Investment Services, Inc June 1993 - September 1999
Skills
Retirement Planning, Asset Management, Business Planning, Deferred Compensation, 401k Rollovers, IRA's, Term Life Insurance, Insurance Planning, Estate Planning, Tax Preparation, Debt Management, 529 Plans, Mutual Funds, Stock Management, ETFs, Separately Managed..., SEP, Fixed Annuities, Annuities
Education
California State University-Hayward 1986 — 1991
Bachelor of Arts
El Cerrito High School
Tiffany Purdy Tiffany Purdy's Charles Schwab Experience August 2006 - April 2009
Job Executive Assistant | Project Coordinator
Industry Management Consulting
Experience
Towers Watson August 2012 - January 2014
University of California July 2011 - August 2012
Stifel Financial March 2010 - July 2011
Charles Schwab August 2006 - April 2009
Blue Shield of California September 2004 - August 2006
Thermage May 2003 - September 2004
Tele Atlas August 2001 - April 2003
Lexar Media August 2000 - August 2001
Skills
Adobe Professional, Lotus Notes, Mac, Microsoft Office, Microsoft Excel, Microsoft Publisher, Microsoft Word, Oracle, Photoshop, PowerPoint, SAP, SharePoint, Visio, Wikimedia, Administrative...
Education
California State University-East Bay
B.S, Business Management
Towers Watson August 2012 - January 2014
University of California July 2011 - August 2012
Stifel Financial March 2010 - July 2011
Charles Schwab August 2006 - April 2009
Blue Shield of California September 2004 - August 2006
Thermage May 2003 - September 2004
Tele Atlas August 2001 - April 2003
Lexar Media August 2000 - August 2001
Skills
Adobe Professional, Lotus Notes, Mac, Microsoft Office, Microsoft Excel, Microsoft Publisher, Microsoft Word, Oracle, Photoshop, PowerPoint, SAP, SharePoint, Visio, Wikimedia, Administrative...
Education
California State University-East Bay
B.S, Business Management
Derick Lynch Derick Lynch's Charles Schwab Experience January 2008 - April 2009
Job Sr. Marketing Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo August 2013 - Present
Wells Fargo February 2012 - July 2013
ShotSpotter, Inc. July 2011 - January 2012
Wells Fargo Bank 2009 - June 2011
Charles Schwab January 2008 - April 2009
Pay By Touch October 2006 - December 2007
Avistar Communications 2004 - 2006
Legato Systems 1995 - 2001
DHL Worldwide Express September 1989 - March 1995
Skills
Marketing Communications, Strategy, Product Marketing, Cross-functional Team..., Integrated Marketing, Online Marketing, Online Advertising, Competitive Analysis, Market Research, Management, Leadership, Salesforce.com, Marketing, Public Relations, Business Development, New Business Development, Start-ups, Strategic Partnerships
Education
California State University-East Bay 1986 — 1998
B.S., Marketing
Wells Fargo August 2013 - Present
Wells Fargo February 2012 - July 2013
ShotSpotter, Inc. July 2011 - January 2012
Wells Fargo Bank 2009 - June 2011
Charles Schwab January 2008 - April 2009
Pay By Touch October 2006 - December 2007
Avistar Communications 2004 - 2006
Legato Systems 1995 - 2001
DHL Worldwide Express September 1989 - March 1995
Skills
Marketing Communications, Strategy, Product Marketing, Cross-functional Team..., Integrated Marketing, Online Marketing, Online Advertising, Competitive Analysis, Market Research, Management, Leadership, Salesforce.com, Marketing, Public Relations, Business Development, New Business Development, Start-ups, Strategic Partnerships
Education
California State University-East Bay 1986 — 1998
B.S., Marketing
Lee Valvis Lee Valvis's Charles Schwab Experience June 2004 - July 2004
Job Bookkeeping Assistant at Children's Network of Solano County
Industry Education Management
Experience
Children's Network of Solano County March 2013 - Present
Mercy Services Corp August 2010 - Present
Contra Costa County October 2010 - June 2011
Mt. Diablo Unified School District June 2009 - October 2010
Schurman Fine Papers (contracted through Ajilon Professional Staffing) February 2010 - May 2010
April McMahon, EA Bookkeeping & Tax Preparation October 2009 - March 2010
Reach for Learning November 2007 - March 2009
Nelson Staffing Solutions March 2007 - August 2007
Tek Systems January 2004 - January 2005
Charles Schwab June 2004 - July 2004
Skills
Outlook, Windows 7, Access, Microsoft Word, Microsoft Excel, Microsoft Office 2003, Data Entry, PowerPoint, QuickBooks, Bookkeeping, Adobe, Typing, Ten Key, Filing, Nonprofits, Customer Service, Supervisory Skills, Troubleshooting, 10 Key, Microsoft Office, Public Speaking
Education
Mount Diablo Adult Education 2007 — 2008
Certificate, Microsoft Office Suite of Products
Mount Diablo Adult Education 2004 — 2006
Certificate, Accounting Clerk
California State University-East Bay 1983 — 1986
B.S., Computer Science
Diablo Valley College 1978 — 1983
A.S., General Ed. and Computer Science
Children's Network of Solano County March 2013 - Present
Mercy Services Corp August 2010 - Present
Contra Costa County October 2010 - June 2011
Mt. Diablo Unified School District June 2009 - October 2010
Schurman Fine Papers (contracted through Ajilon Professional Staffing) February 2010 - May 2010
April McMahon, EA Bookkeeping & Tax Preparation October 2009 - March 2010
Reach for Learning November 2007 - March 2009
Nelson Staffing Solutions March 2007 - August 2007
Tek Systems January 2004 - January 2005
Charles Schwab June 2004 - July 2004
Skills
Outlook, Windows 7, Access, Microsoft Word, Microsoft Excel, Microsoft Office 2003, Data Entry, PowerPoint, QuickBooks, Bookkeeping, Adobe, Typing, Ten Key, Filing, Nonprofits, Customer Service, Supervisory Skills, Troubleshooting, 10 Key, Microsoft Office, Public Speaking
Education
Mount Diablo Adult Education 2007 — 2008
Certificate, Microsoft Office Suite of Products
Mount Diablo Adult Education 2004 — 2006
Certificate, Accounting Clerk
California State University-East Bay 1983 — 1986
B.S., Computer Science
Diablo Valley College 1978 — 1983
A.S., General Ed. and Computer Science
Lynn Quaresma Lynn Quaresma's Charles Schwab Experience 1989 - 2014
Job RETIRED
Industry Computer Hardware
Experience
Wimberley, Texas September 1994 - Present
Charles Schwab 1989 - 2014
Rehmet Law Office 1998 - 2013
BIG 1995 - 1996
Ascor Inc May 1989 - August 1994
Wyse Technology 1988 - 1989
ROLM 1978 - 1987
AMCOMP 1976 - 1977
Education
California State University-Chico 1970 — 1974
Mission San Jose High School 1966 — 1970
Wimberley, Texas September 1994 - Present
Charles Schwab 1989 - 2014
Rehmet Law Office 1998 - 2013
BIG 1995 - 1996
Ascor Inc May 1989 - August 1994
Wyse Technology 1988 - 1989
ROLM 1978 - 1987
AMCOMP 1976 - 1977
Education
California State University-Chico 1970 — 1974
Mission San Jose High School 1966 — 1970
Cara Schumacher Cara Schumacher's Charles Schwab Experience July 2014 - Present
Job Copyeditor/Proofreader
Industry Writing and Editing
Experience
Charles Schwab July 2014 - Present
Contract/Freelance 1996 - Present
Haggin Marketing, Inc./SolutionSet 2009 - 2012
Heldref Publications 2004 - 2005
Pacific Shipper Magazine 1999 - 2004
Skills
Copy Editing, Proofreading, Editing, Publishing, Editorial, Copywriting, Publications, Newsletters, Magazines, Adobe Acrobat, Books, Content Management, Press Releases, QuarkXPress, Mac
Education
California State University-Chico 1986 — 1992
B.A., English
Charles Schwab July 2014 - Present
Contract/Freelance 1996 - Present
Haggin Marketing, Inc./SolutionSet 2009 - 2012
Heldref Publications 2004 - 2005
Pacific Shipper Magazine 1999 - 2004
Skills
Copy Editing, Proofreading, Editing, Publishing, Editorial, Copywriting, Publications, Newsletters, Magazines, Adobe Acrobat, Books, Content Management, Press Releases, QuarkXPress, Mac
Education
California State University-Chico 1986 — 1992
B.A., English
Jennifer York's Charles Schwab Experience November 2000 - Present
Job Sr. Production Manager, Event & Production Services, Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2000 - Present
Ellen Michaels Presents October 1997 - November 2000
Skills
Stage Management, Webcasting, Production Budgeting, Video Production, Scripting, Corporate Events, Executive Coaching, Stage Direction, Project Planning, Project Management, Creative Writing, Technical Documentation
Education
California State University-Chico 1985 — 1991
Bachelor of Arts (BA), Information and Communication Studies
Charles Schwab November 2000 - Present
Ellen Michaels Presents October 1997 - November 2000
Skills
Stage Management, Webcasting, Production Budgeting, Video Production, Scripting, Corporate Events, Executive Coaching, Stage Direction, Project Planning, Project Management, Creative Writing, Technical Documentation
Education
California State University-Chico 1985 — 1991
Bachelor of Arts (BA), Information and Communication Studies
Rob Burcham Rob Burcham's Charles Schwab Experience May 2013 - September 2014
Job Product Support Specialist at Ottobock North America
Industry Financial Services
Experience
Ottobock North America August 2014 - Present
Charles Schwab May 2013 - September 2014
Bank of Oklahoma October 2011 - May 2013
RL Services January 2010 - May 2011
Hanger Orthopedic Group May 2007 - November 2009
Scott Sabolich Prosthetics July 2004 - January 2005
Hanger Orthopedic Group October 2002 - July 2004
Skills
Healthcare, Microsoft Office, Customer Service, Medical Devices, Strategic Planning
Education
University of Oklahoma 2004 — 2006
BA, Sociology
California State University-Dominguez Hills 2006 — 2007
Certificate, Prosthetics
Oklahoma State University 2002 — 2004
Associate, Prosthetics
Ottobock North America August 2014 - Present
Charles Schwab May 2013 - September 2014
Bank of Oklahoma October 2011 - May 2013
RL Services January 2010 - May 2011
Hanger Orthopedic Group May 2007 - November 2009
Scott Sabolich Prosthetics July 2004 - January 2005
Hanger Orthopedic Group October 2002 - July 2004
Skills
Healthcare, Microsoft Office, Customer Service, Medical Devices, Strategic Planning
Education
University of Oklahoma 2004 — 2006
BA, Sociology
California State University-Dominguez Hills 2006 — 2007
Certificate, Prosthetics
Oklahoma State University 2002 — 2004
Associate, Prosthetics
Amanda Sawyers's Charles Schwab Experience June 2015 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab April 2014 - June 2015
Charles Schwab August 2009 - April 2014
Confetti Party Headquarters September 2006 - August 2009
Robyn Marie's Shoe Closet January 2008 - May 2009
Skills
Customer Service, Series 7, Investments, Series 63, Retirement Planning, Securities, Sales, Mutual Funds, Asset Allocation, Time Management, Retirement, Employee Benefits
Education
Tecnológico de Monterrey 2009 — 2009
California State University-Chico 2004 — 2009
B.S., Business Administration - Human Resource Management, Spanish
Charles Schwab June 2015 - Present
Charles Schwab April 2014 - June 2015
Charles Schwab August 2009 - April 2014
Confetti Party Headquarters September 2006 - August 2009
Robyn Marie's Shoe Closet January 2008 - May 2009
Skills
Customer Service, Series 7, Investments, Series 63, Retirement Planning, Securities, Sales, Mutual Funds, Asset Allocation, Time Management, Retirement, Employee Benefits
Education
Tecnológico de Monterrey 2009 — 2009
California State University-Chico 2004 — 2009
B.S., Business Administration - Human Resource Management, Spanish
Melissa Aquino Melissa Aquino's Charles Schwab Experience October 2000 - December 2002
Job Technical Project Manager
Industry Financial Services
Experience
JR Advanced Engineering February 2013 - March 2015
Advantage Technical Consulting - Wells Fargo February 2012 - January 2013
Populus Group - Visa Inc. September 2011 - February 2012
Advantage Technical Consulting - Wells Fargo February 2010 - August 2011
JPMorgan Chase December 2007 - February 2009
JPMorgan Chase January 2007 - December 2007
JP Morgan Chase January 2006 - December 2006
JP Morgan Chase January 2003 - December 2005
Charles Schwab October 2000 - December 2002
Charles Schwab October 1995 - October 2000
Skills
Vendor Management, Project Management, SDLC, Program Management, Process Improvement, CRM, Business Analysis, Management, Requirements Analysis, Risk Management, Visio, Software Documentation, Data Center, Access, Training
Education
California State University-East Bay 1992 — 1995
BS, Business Administration, Emphasis in Accounting
JR Advanced Engineering February 2013 - March 2015
Advantage Technical Consulting - Wells Fargo February 2012 - January 2013
Populus Group - Visa Inc. September 2011 - February 2012
Advantage Technical Consulting - Wells Fargo February 2010 - August 2011
JPMorgan Chase December 2007 - February 2009
JPMorgan Chase January 2007 - December 2007
JP Morgan Chase January 2006 - December 2006
JP Morgan Chase January 2003 - December 2005
Charles Schwab October 2000 - December 2002
Charles Schwab October 1995 - October 2000
Skills
Vendor Management, Project Management, SDLC, Program Management, Process Improvement, CRM, Business Analysis, Management, Requirements Analysis, Risk Management, Visio, Software Documentation, Data Center, Access, Training
Education
California State University-East Bay 1992 — 1995
BS, Business Administration, Emphasis in Accounting
Darayus Satta's Charles Schwab Experience October 2000 - September 2001
Job Building Professional Services, Delivery, Software Applications organizations for success
Industry Information Technology and Services
Experience
Accenture September 2014 - Present
Accenture November 2012 - August 2014
Accenture December 2010 - October 2012
Accenture September 2005 - November 2010
Alameda County January 2002 - July 2005
Charles Schwab October 2000 - September 2001
Theravance Biopharma, Inc. July 1999 - July 2000
Gap Inc. July 1996 - June 1999
State Compensation Insurance Fund July 1993 - June 1996
Skills
Outsourcing, IT Strategy, Program Management, Business Transformation, SDLC, Business Analysis, Business Process..., Business Strategy, Pre-sales, Management, Team Management, Offshoring, Global Delivery, Leadership, Employee Engagement, Vendor Management, PMO, IT Transformation, Relationship Management, ERP, Business Intelligence, Leadership Development, Sales Enablement, Cloud Computing, IT Operations Management, Key Account Management, Cross Functional..., Organizational..., Growth Management, Contract Management, Operational Planning, Requirements Gathering, SaaS, Cloud, Workday
Education
California State University-East Bay 1996 — 1998
MBA, International Business
Bachelor of Engineering 1985 — 1989
Computer Engineeering
Accenture September 2014 - Present
Accenture November 2012 - August 2014
Accenture December 2010 - October 2012
Accenture September 2005 - November 2010
Alameda County January 2002 - July 2005
Charles Schwab October 2000 - September 2001
Theravance Biopharma, Inc. July 1999 - July 2000
Gap Inc. July 1996 - June 1999
State Compensation Insurance Fund July 1993 - June 1996
Skills
Outsourcing, IT Strategy, Program Management, Business Transformation, SDLC, Business Analysis, Business Process..., Business Strategy, Pre-sales, Management, Team Management, Offshoring, Global Delivery, Leadership, Employee Engagement, Vendor Management, PMO, IT Transformation, Relationship Management, ERP, Business Intelligence, Leadership Development, Sales Enablement, Cloud Computing, IT Operations Management, Key Account Management, Cross Functional..., Organizational..., Growth Management, Contract Management, Operational Planning, Requirements Gathering, SaaS, Cloud, Workday
Education
California State University-East Bay 1996 — 1998
MBA, International Business
Bachelor of Engineering 1985 — 1989
Computer Engineeering
Justin Pavlakovich's Charles Schwab Experience September 2002 - March 2004
Job Business Analyst
Industry Retail
Experience
Macy's January 2013 - Present
Intuit November 2007 - December 2012
Kaiser Permanente June 2005 - November 2007
Oracle April 2004 - June 2005
Charles Schwab September 2002 - March 2004
Skills
Business Objects, SAS, Omniture, SQL, Access, Crystal Reports, Unix Shell Scripting, Netezza, Business Intelligence, Database Marketing, Agile Methodologies, Analytics, Data Warehousing, Oracle, ETL, Program Management, Cognos, Data Mining, Databases
Education
California State University-East Bay 1995 — 1997
BA, Economics
UC Berkeley Extension
Macy's January 2013 - Present
Intuit November 2007 - December 2012
Kaiser Permanente June 2005 - November 2007
Oracle April 2004 - June 2005
Charles Schwab September 2002 - March 2004
Skills
Business Objects, SAS, Omniture, SQL, Access, Crystal Reports, Unix Shell Scripting, Netezza, Business Intelligence, Database Marketing, Agile Methodologies, Analytics, Data Warehousing, Oracle, ETL, Program Management, Cognos, Data Mining, Databases
Education
California State University-East Bay 1995 — 1997
BA, Economics
UC Berkeley Extension
Juicke Chop's Charles Schwab Experience May 1997 - November 2001
Job Director at Innovate Global Consulting
Industry Information Technology and Services
Experience
Innovate Global Consulting February 2012 - Present
Robert Half International June 2008 - Present
Drumbell Communication June 2004 - Present
Charles Schwab & Co., Inc. August 2002 - December 2007
Charles Schwab May 1997 - November 2001
Bank of America 1989 - 1997
Aria International 1988 - 1988
First Nationwide Bank 1987 - 1988
Citibank March 1983 - 1987
Crocker National Bank 1979 - 1983
Skills
Process Improvement, Start-ups, SDLC, Project Management, Risk Management, Agile Methodologies, Project Portfolio..., PMO, Resource Management, ITIL, Management, Auditing, Strategic Planning, Information Technology, Leadership, Business Process, Strategy, Software Development, Training, Quality Assurance, Consulting, Business Intelligence, Vendor Management, Human Resources, Business Process..., Six Sigma, CRM, Business Analysis, Executive Management, Program Management, Integration, Outsourcing, Governance, IT Strategy, IT Management, Cross-functional Team..., Software Project..., Management Consulting, Change Management
Education
California State University-East Bay 2002 — 2003
MBA, Transnational Marketing
University of California, Berkeley
BA, Social Science
University of California, Berkeley
K-12 Teaching Credential, Education - Bilingual/Bicultural
Innovate Global Consulting February 2012 - Present
Robert Half International June 2008 - Present
Drumbell Communication June 2004 - Present
Charles Schwab & Co., Inc. August 2002 - December 2007
Charles Schwab May 1997 - November 2001
Bank of America 1989 - 1997
Aria International 1988 - 1988
First Nationwide Bank 1987 - 1988
Citibank March 1983 - 1987
Crocker National Bank 1979 - 1983
Skills
Process Improvement, Start-ups, SDLC, Project Management, Risk Management, Agile Methodologies, Project Portfolio..., PMO, Resource Management, ITIL, Management, Auditing, Strategic Planning, Information Technology, Leadership, Business Process, Strategy, Software Development, Training, Quality Assurance, Consulting, Business Intelligence, Vendor Management, Human Resources, Business Process..., Six Sigma, CRM, Business Analysis, Executive Management, Program Management, Integration, Outsourcing, Governance, IT Strategy, IT Management, Cross-functional Team..., Software Project..., Management Consulting, Change Management
Education
California State University-East Bay 2002 — 2003
MBA, Transnational Marketing
University of California, Berkeley
BA, Social Science
University of California, Berkeley
K-12 Teaching Credential, Education - Bilingual/Bicultural
Kelly Ibarra's Charles Schwab Experience 2002 - 2003
Job
Industry Computer Software
Experience
CallidusCloud October 2013 - Present
McGrath RentCorp October 2007 - September 2013
Accretive Solutions (fka Horn Murdock Cole) May 2005 - September 2007
BMC Software 2003 - 2005
Charles Schwab 2002 - 2003
Remedy 1999 - 2002
Chevron 1983 - 1999
Skills
Finance, Forecasting, Sales, Financial Analysis, Strategic Planning, Business Analysis, Sarbanes-Oxley Act, Change Management, Sales Operations, Event Planning, Hyperion Planning, Process Improvement, Sales Compensation, Revenue Recognition, Business Development, Customer Support, Mergers & Acquisitions, Due Diligence, System Implementations, Accounting, Executive Management, Business Intelligence, Salesforce.com
Education
California State University-East Bay 1979 — 1983
Bachelor’s Degree, Business Administration, Accounting
CallidusCloud October 2013 - Present
McGrath RentCorp October 2007 - September 2013
Accretive Solutions (fka Horn Murdock Cole) May 2005 - September 2007
BMC Software 2003 - 2005
Charles Schwab 2002 - 2003
Remedy 1999 - 2002
Chevron 1983 - 1999
Skills
Finance, Forecasting, Sales, Financial Analysis, Strategic Planning, Business Analysis, Sarbanes-Oxley Act, Change Management, Sales Operations, Event Planning, Hyperion Planning, Process Improvement, Sales Compensation, Revenue Recognition, Business Development, Customer Support, Mergers & Acquisitions, Due Diligence, System Implementations, Accounting, Executive Management, Business Intelligence, Salesforce.com
Education
California State University-East Bay 1979 — 1983
Bachelor’s Degree, Business Administration, Accounting
Louis Jiang's Charles Schwab Experience June 2004 - December 2004
Job DevOps Web Integration Build and Release at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente January 2011 - Present
Kaiser Permanente October 2009 - December 2010
Kaiser Permanente December 2004 - September 2009
Charles Schwab June 2004 - December 2004
Hewlett Packard December 2003 - June 2004
Apple Computer July 2003 - October 2003
Quanta Computer USA, Inc. February 2003 - July 2003
Electronic Arts July 2000 - November 2001
Skills
Maven2, Continuous Integration, Jenkins, Hudson, Continuum, Bamboo, Nexus, Archiva, Sonar, Subversion, CVS, ClearCase, Ant, Unix Shell Scripting, Perl Script, XML, HTML, Java, Visual Basic, Apache 2, Websphere, WebSphere Portal, IBM HTTP Server, MySQL, Linux System..., Weblogic Administration, Microsoft SQL Server, Sun Certified Java..., Eclipse, TestNG, J2EE Web Services
Education
California State University-East Bay
MS, Computer Science
Kaiser Permanente January 2011 - Present
Kaiser Permanente October 2009 - December 2010
Kaiser Permanente December 2004 - September 2009
Charles Schwab June 2004 - December 2004
Hewlett Packard December 2003 - June 2004
Apple Computer July 2003 - October 2003
Quanta Computer USA, Inc. February 2003 - July 2003
Electronic Arts July 2000 - November 2001
Skills
Maven2, Continuous Integration, Jenkins, Hudson, Continuum, Bamboo, Nexus, Archiva, Sonar, Subversion, CVS, ClearCase, Ant, Unix Shell Scripting, Perl Script, XML, HTML, Java, Visual Basic, Apache 2, Websphere, WebSphere Portal, IBM HTTP Server, MySQL, Linux System..., Weblogic Administration, Microsoft SQL Server, Sun Certified Java..., Eclipse, TestNG, J2EE Web Services
Education
California State University-East Bay
MS, Computer Science
Brett Herting's Charles Schwab Experience October 1997 - December 2007
Job Software Sales Major Markets
Industry Computer Software
Experience
Paychex August 2012 - Present
Caliber General Engineering, Inc January 2008 - July 2012
Charles Schwab October 1997 - December 2007
Micheli and Associates, Berkshire July 1997 - October 1997
PrimeSource July 1996 - July 1997
Georgia-Pacific LLC May 1995 - June 1996
Skills
Sales Process, SaaS, Selling, CRM, Sales, B2B, New Business Development, Salesforce.com, Negotiation, Sales Operations, Cold Calling, Sales Management, Management, Professional Services, Managed Services, Strategic Partnerships, Customer Retention, Sales Presentations, Lead Generation, Consultative Selling, Direct Sales, Investments, Business Networking, Selling Skills
Education
California State University-Chico
Bachelors, Economics
Paychex August 2012 - Present
Caliber General Engineering, Inc January 2008 - July 2012
Charles Schwab October 1997 - December 2007
Micheli and Associates, Berkshire July 1997 - October 1997
PrimeSource July 1996 - July 1997
Georgia-Pacific LLC May 1995 - June 1996
Skills
Sales Process, SaaS, Selling, CRM, Sales, B2B, New Business Development, Salesforce.com, Negotiation, Sales Operations, Cold Calling, Sales Management, Management, Professional Services, Managed Services, Strategic Partnerships, Customer Retention, Sales Presentations, Lead Generation, Consultative Selling, Direct Sales, Investments, Business Networking, Selling Skills
Education
California State University-Chico
Bachelors, Economics
Kathleen Busk Varas's Charles Schwab Experience 1996 - 1998
Job Financial Consultant at RoseRyan
Industry Accounting
Experience
RoseRyan March 2015 - Present
ConXtech, Inc. June 2013 - September 2014
Varas Construction February 1998 - June 2013
City College of San Francisco May 2011 - February 2012
Tenderloin Health 2009 - 2010
Zecco Holdings, Inc. April 2008 - October 2008
bebe Stores, Inc. 2006 - 2007
Charles Schwab 1996 - 1998
Gap Inc. 1991 - 1996
The Getz Group 1987 - 1990
Education
California State University-Chico 1979 — 1980
B.S.
Universidad de Concepción 1973 — 1974
University of California, Davis
RoseRyan March 2015 - Present
ConXtech, Inc. June 2013 - September 2014
Varas Construction February 1998 - June 2013
City College of San Francisco May 2011 - February 2012
Tenderloin Health 2009 - 2010
Zecco Holdings, Inc. April 2008 - October 2008
bebe Stores, Inc. 2006 - 2007
Charles Schwab 1996 - 1998
Gap Inc. 1991 - 1996
The Getz Group 1987 - 1990
Education
California State University-Chico 1979 — 1980
B.S.
Universidad de Concepción 1973 — 1974
University of California, Davis
Chris Scotchler's Charles Schwab Experience April 1997 - October 2004
Job Financial Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2005 - Present
Charles Schwab April 1997 - October 2004
Skills
Retirement Planning, Wealth Management, Finance, Retirement, Estate Planning, Asset Allocation, Investment Advisory, Financial Planners, Financial Advisory, Mutual Funds, Investment Management, Portfolio Management, Financial Planning, Investments, Asset Management
Education
CSU, Chico 1993 — 1996
Finance, General
Ronald Blue & Co. September 2005 - Present
Charles Schwab April 1997 - October 2004
Skills
Retirement Planning, Wealth Management, Finance, Retirement, Estate Planning, Asset Allocation, Investment Advisory, Financial Planners, Financial Advisory, Mutual Funds, Investment Management, Portfolio Management, Financial Planning, Investments, Asset Management
Education
CSU, Chico 1993 — 1996
Finance, General
Ellie Kalenda's Charles Schwab Experience 2014 - Present
Job Program Manager, Office of the CIO at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Charles Schwab January 2011 - 2014
Charles Schwab & Co., Inc. January 2007 - January 2011
Charles Schwab September 2004 - January 2007
Charles Schwab September 1998 - September 2004
Charles Schwab July 1995 - September 1998
Bank of America September 1991 - June 1995
Education
California State University-Chico 1993 — 1995
Bachelor of Science (BS), Business, Human Resource Management
Charles Schwab 2014 - Present
Charles Schwab January 2011 - 2014
Charles Schwab & Co., Inc. January 2007 - January 2011
Charles Schwab September 2004 - January 2007
Charles Schwab September 1998 - September 2004
Charles Schwab July 1995 - September 1998
Bank of America September 1991 - June 1995
Education
California State University-Chico 1993 — 1995
Bachelor of Science (BS), Business, Human Resource Management
Maria Imutan's Charles Schwab Experience September 2010 - August 2013
Job Director of Customer Experience and Support at Optionetics
Industry Education Management
Experience
Charles Schwab September 2010 - August 2013
Optionetics May 2005 - August 2013
Skills
Call Centers, Product Management, Program Management, Strategic Planning, Team Building, Training, Start-ups, Sales Management, Social Media Marketing
Education
California State University-East Bay 2001 — 2008
Charles Schwab September 2010 - August 2013
Optionetics May 2005 - August 2013
Skills
Call Centers, Product Management, Program Management, Strategic Planning, Team Building, Training, Start-ups, Sales Management, Social Media Marketing
Education
California State University-East Bay 2001 — 2008
Alan Torrey's Charles Schwab Experience August 1993 - April 2005
Job Regional Risk Supervisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2008 - Present
Smith Barney July 2005 - June 2007
Charles Schwab August 1993 - April 2005
Education
California State University-East Bay 1988 — 1992
Finance, General
Ameriprise Financial Services, Inc. January 2008 - Present
Smith Barney July 2005 - June 2007
Charles Schwab August 1993 - April 2005
Education
California State University-East Bay 1988 — 1992
Finance, General
Rob Churchwell's Charles Schwab Experience 1991 - 2002
Job Sr. Director HR at Gap Inc.
Industry Human Resources
Experience
Gap Inc. 2002 - Present
Toolworks 1999 - 2003
Charles Schwab 1991 - 2002
Core-Mark International 1989 - 1991
Skills
Succession Planning, Talent Management, Onboarding, Employee Engagement, Employee Relations, Workforce Planning, Performance Management, Organizational..., Leadership Development, Organizational..., Talent Acquisition, Organizational Design, Recruiting, Human Resources, Employee Benefits, Executive Pay, Personnel Management, HR Policies, Career Development, Hiring, College Recruiting, New Hire Orientations, Interviews, Employee Training, Employment Law, Applicant Tracking..., HR Transformation, Employer Branding, Benefits Administration
Education
California State University-East Bay 1986 — 1990
Bachelor of Science, Business Administration - HR
Gap Inc. 2002 - Present
Toolworks 1999 - 2003
Charles Schwab 1991 - 2002
Core-Mark International 1989 - 1991
Skills
Succession Planning, Talent Management, Onboarding, Employee Engagement, Employee Relations, Workforce Planning, Performance Management, Organizational..., Leadership Development, Organizational..., Talent Acquisition, Organizational Design, Recruiting, Human Resources, Employee Benefits, Executive Pay, Personnel Management, HR Policies, Career Development, Hiring, College Recruiting, New Hire Orientations, Interviews, Employee Training, Employment Law, Applicant Tracking..., HR Transformation, Employer Branding, Benefits Administration
Education
California State University-East Bay 1986 — 1990
Bachelor of Science, Business Administration - HR
John Santos's Charles Schwab Experience March 2007 - March 2011
Job Program Manager eDoc Solutions Robert Half
Industry Staffing and Recruiting
Experience
Robert Half April 2015 - Present
SVB Financial Group January 2013 - April 2015
SVB Financial Group July 2012 - January 2013
Bank of the West September 2011 - June 2012
Charles Schwab March 2007 - March 2011
Hewitt Associates 2004 - 2006
GE Medical Systems 1999 - 2003
Bio-Rad Laboratories 1995 - 1999
Skills
Certified Six Sigma..., Fluent Spanish, Fluent Portuguese, Six Sigma, Business Requirements, Business Process..., Project Portfolio..., Business Strategy, Business Analysis, Strategic Planning, Problem Solving, Process Improvement, Analytics, Vendor Management, Analysis, Business Process, Financial Services, SharePoint, PMO, Business Intelligence, Banking, CRM, Project Management, Risk Management, Software Documentation, Leadership, Management, Product Management, Visio, Program Management, SDLC
Education
California State University-East Bay 1991 — 1994
BA, Biochemistry
Robert Half April 2015 - Present
SVB Financial Group January 2013 - April 2015
SVB Financial Group July 2012 - January 2013
Bank of the West September 2011 - June 2012
Charles Schwab March 2007 - March 2011
Hewitt Associates 2004 - 2006
GE Medical Systems 1999 - 2003
Bio-Rad Laboratories 1995 - 1999
Skills
Certified Six Sigma..., Fluent Spanish, Fluent Portuguese, Six Sigma, Business Requirements, Business Process..., Project Portfolio..., Business Strategy, Business Analysis, Strategic Planning, Problem Solving, Process Improvement, Analytics, Vendor Management, Analysis, Business Process, Financial Services, SharePoint, PMO, Business Intelligence, Banking, CRM, Project Management, Risk Management, Software Documentation, Leadership, Management, Product Management, Visio, Program Management, SDLC
Education
California State University-East Bay 1991 — 1994
BA, Biochemistry
Jonathan Rosenberg, AIF®'s Charles Schwab Experience January 2001 - August 2015
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Charles Schwab January 2001 - August 2015
Merrill Lynch January 1997 - December 1998
Barclays Global Investors June 1995 - January 1997
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, IRAs, Defined Contribution, Financial Services, Securities, Pensions, Asset Allocation, Wealth Management, Investment Advisory, Series 63, Retirement Plan..., Estate Planning, Series 6, Investment Strategies, Defined Benefit, Risk Management, Relationship Management, ERISA, FINRA, Asset Management, Fixed Annuities, Management, Employee Benefits, Process Improvement
Education
California State University-Chico
Charles Schwab January 2001 - August 2015
Merrill Lynch January 1997 - December 1998
Barclays Global Investors June 1995 - January 1997
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, IRAs, Defined Contribution, Financial Services, Securities, Pensions, Asset Allocation, Wealth Management, Investment Advisory, Series 63, Retirement Plan..., Estate Planning, Series 6, Investment Strategies, Defined Benefit, Risk Management, Relationship Management, ERISA, FINRA, Asset Management, Fixed Annuities, Management, Employee Benefits, Process Improvement
Education
California State University-Chico
Kevin Hankins's Charles Schwab Experience October 2007 - Present
Job Web Producer at Schwab.com
Industry Internet
Experience
Charles Schwab October 2007 - Present
Alameda Newspaper Group 2000 - 2007
Skills
Digital Marketing, Content Management, Email Marketing, HTML, SEO, User Experience, Web Analytics
Education
California State University-East Bay 1998 — 2000
Web Authoring & Multimedia Sudies, Internet
Saint Mary's College of California 1993 — 1995
BA
Charles Schwab October 2007 - Present
Alameda Newspaper Group 2000 - 2007
Skills
Digital Marketing, Content Management, Email Marketing, HTML, SEO, User Experience, Web Analytics
Education
California State University-East Bay 1998 — 2000
Web Authoring & Multimedia Sudies, Internet
Saint Mary's College of California 1993 — 1995
BA
Christian Chacon's Charles Schwab Experience October 2003 - October 2005
Job Information Systems
Industry Financial Services
Experience
Robert Half October 2013 - Present
Robert Half October 2008 - October 2013
Robert Half October 2007 - October 2008
C.M.G. Mortgage January 2006 - December 2007
Charles Schwab October 2003 - October 2005
Charles Schwab April 2001 - September 2003
Charles Schwab March 1999 - March 2001
Skills
Financial Analysis, Strategic Financial..., Accounting, Finance, Financial Services, Internal Controls, Financial Risk, Financial Reporting, Auditing, Internal Audit, Cash Management, Budgets, Project Management, Sarbanes-Oxley Act, PeopleSoft
Education
California State University-Hayward
Robert Half October 2013 - Present
Robert Half October 2008 - October 2013
Robert Half October 2007 - October 2008
C.M.G. Mortgage January 2006 - December 2007
Charles Schwab October 2003 - October 2005
Charles Schwab April 2001 - September 2003
Charles Schwab March 1999 - March 2001
Skills
Financial Analysis, Strategic Financial..., Accounting, Finance, Financial Services, Internal Controls, Financial Risk, Financial Reporting, Auditing, Internal Audit, Cash Management, Budgets, Project Management, Sarbanes-Oxley Act, PeopleSoft
Education
California State University-Hayward
Russell Yeats's Charles Schwab Experience January 1999 - January 2000
Job iPhone Operations CapEx , Santa Clara University MBA 2014
Industry Consumer Electronics
Experience
Apple March 2015 - Present
Streamline Circuits December 2013 - March 2015
Streamline Circuits Inc December 2005 - December 2013
Viasystems (formerly Dynamic Details Inc) June 2004 - December 2005
Viasystems (formerly Dynamic Details Inc) June 2003 - June 2004
Viasystems (formerly Dynamic Details Inc) June 2002 - June 2003
Viasystems (formerly Dynamic Details Inc) January 2000 - 2002
Charles Schwab January 1999 - January 2000
Skills
Sales Operations, Pricing Strategy, Forecasting, Data Analysis, Conflict Resolution, Team Leadership, Process Improvement, Internal Communications, Procedure Development, Organizational..., MBA, Business Development, Manufacturing, Solution Selling, Leadership, Entrepreneurship, New Business Development, Team Building, CRM, Project Management, Marketing Strategy, Sales Process, Strategy, Management, Account Management, Customer Service, Negotiation, Start-ups, Analytics, Analysis, B2B, Pricing, Sales, Supply Chain, Business Strategy, Business Analysis, Business Analytics, Strategic Planning, Cross-functional Team..., Influence At All Levels, Business Process..., Program Management
Education
Santa Clara University - Leavey School of Business 2011 — 2014
Master of Business Administration (MBA)
California State University-Chico 1994 — 1998
Bachelors of Science, Business Administration / Finance
Apple March 2015 - Present
Streamline Circuits December 2013 - March 2015
Streamline Circuits Inc December 2005 - December 2013
Viasystems (formerly Dynamic Details Inc) June 2004 - December 2005
Viasystems (formerly Dynamic Details Inc) June 2003 - June 2004
Viasystems (formerly Dynamic Details Inc) June 2002 - June 2003
Viasystems (formerly Dynamic Details Inc) January 2000 - 2002
Charles Schwab January 1999 - January 2000
Skills
Sales Operations, Pricing Strategy, Forecasting, Data Analysis, Conflict Resolution, Team Leadership, Process Improvement, Internal Communications, Procedure Development, Organizational..., MBA, Business Development, Manufacturing, Solution Selling, Leadership, Entrepreneurship, New Business Development, Team Building, CRM, Project Management, Marketing Strategy, Sales Process, Strategy, Management, Account Management, Customer Service, Negotiation, Start-ups, Analytics, Analysis, B2B, Pricing, Sales, Supply Chain, Business Strategy, Business Analysis, Business Analytics, Strategic Planning, Cross-functional Team..., Influence At All Levels, Business Process..., Program Management
Education
Santa Clara University - Leavey School of Business 2011 — 2014
Master of Business Administration (MBA)
California State University-Chico 1994 — 1998
Bachelors of Science, Business Administration / Finance
Brian Burchmore's Charles Schwab Experience January 1995 - September 2007
Job Business Systems Consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo / Wholesale Information Services (WISe) November 2012 - Present
Dolby Laboratories June 2008 - August 2012
Charles Schwab January 1995 - September 2007
Wells Fargo January 1994 - December 1994
Atkisson & Associates 1988 - 1993
Skills
Data Warehousing, Data Analysis, SQL, PL/SQL, ETL, T-SQL, Data Profiling, Integration, Conformance, SDLC, Requirements Analysis, Business Analysis, Microsoft Excel, VBA, Software Project..., Banking, Financial Services, AFS, Business Intelligence, Web Applications, Mainframe, User Acceptance Testing, SSRS, SSIS, Pivot Tables, Java, JavaScript, VB.NET, Python, COBOL, Programming, Salesforce.com, SAP BI, ACH, Royalties, Financial Analysis, Asset Management, Visio, Trading Systems, Electronic Trading
Education
California State University-Bakersfield 1983 — 1988
Bachelor's degree, Management Information Systems
Wells Fargo / Wholesale Information Services (WISe) November 2012 - Present
Dolby Laboratories June 2008 - August 2012
Charles Schwab January 1995 - September 2007
Wells Fargo January 1994 - December 1994
Atkisson & Associates 1988 - 1993
Skills
Data Warehousing, Data Analysis, SQL, PL/SQL, ETL, T-SQL, Data Profiling, Integration, Conformance, SDLC, Requirements Analysis, Business Analysis, Microsoft Excel, VBA, Software Project..., Banking, Financial Services, AFS, Business Intelligence, Web Applications, Mainframe, User Acceptance Testing, SSRS, SSIS, Pivot Tables, Java, JavaScript, VB.NET, Python, COBOL, Programming, Salesforce.com, SAP BI, ACH, Royalties, Financial Analysis, Asset Management, Visio, Trading Systems, Electronic Trading
Education
California State University-Bakersfield 1983 — 1988
Bachelor's degree, Management Information Systems
Shannon Simone's Charles Schwab Experience 1992 - 1996
Job Executive Assistant
Industry Financial Services
Experience
MIning Tax Plan LLC June 2012 - Present
Charles Schwab & Co 1997 - 2000
Charles Schwab 1992 - 1996
Skills
Outlook, Microsoft Excel, Event Planning, Microsoft Office, Project Management, Management, Strategic Planning, Financial Services, Fundraising, Securities, Program Management, Investments, Series 7
Education
California State University-Chico 1979 — 1984
Bachelor's degree, Finance, General
MIning Tax Plan LLC June 2012 - Present
Charles Schwab & Co 1997 - 2000
Charles Schwab 1992 - 1996
Skills
Outlook, Microsoft Excel, Event Planning, Microsoft Office, Project Management, Management, Strategic Planning, Financial Services, Fundraising, Securities, Program Management, Investments, Series 7
Education
California State University-Chico 1979 — 1984
Bachelor's degree, Finance, General
Sharon Gonzalez's Charles Schwab Experience 2000 - 2007
Job Assistant Director Information Analytics Compliance Technology
Industry Hospital & Health Care
Experience
Kaiser Permanente January 2008 - Present
Charles Schwab 2000 - 2007
Village Voice Media 1995 - 2000
Skills
GRC, Business Objects, Microsoft SQL Server, SSIS, SDLC, Web Development, Web Design, Management, Enterprise Data Modeling, Visio, Process Improvement, IT Audit, Business Analysis, Disaster Recovery, Information Security, Epic Systems, Windows Server, Business Continuity, Sarbanes-Oxley, Access, Executive Reporting, IT GRC, .NET, HTML scripting, JavaScript, XML, PwC TeamMate, PeopleSoft, Teradata, Chronicles, Oracle 9i, Crystal Xcelsius 2008, web de, Agile Methodologies, Databases, Healthcare Information..., Quality Assurance, Oracle, Vendor Management, Project Management
Education
California State University-East Bay 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Computer Systems Networking and Telecommunications
Kaiser Permanente January 2008 - Present
Charles Schwab 2000 - 2007
Village Voice Media 1995 - 2000
Skills
GRC, Business Objects, Microsoft SQL Server, SSIS, SDLC, Web Development, Web Design, Management, Enterprise Data Modeling, Visio, Process Improvement, IT Audit, Business Analysis, Disaster Recovery, Information Security, Epic Systems, Windows Server, Business Continuity, Sarbanes-Oxley, Access, Executive Reporting, IT GRC, .NET, HTML scripting, JavaScript, XML, PwC TeamMate, PeopleSoft, Teradata, Chronicles, Oracle 9i, Crystal Xcelsius 2008, web de, Agile Methodologies, Databases, Healthcare Information..., Quality Assurance, Oracle, Vendor Management, Project Management
Education
California State University-East Bay 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Computer Systems Networking and Telecommunications
Abiy Fisseha's Charles Schwab Experience 1997 - 2000
Job Principal and Retirement Plan Consultant at Milliman
Industry Financial Services
Experience
Milliman March 2005 - Present
Standard Insurance Company January 2000 - March 2005
Charles Schwab 1997 - 2000
Skills
ERISA, Pensions, 401k, Retirement, Retirement Plan..., Retirement Planning, Defined Benefit, Profit Sharing, Defined Contribution, Pension Administration, Qualified Retirement..., Actuarial Science, Employee Benefits, Pension Funds
Education
New York University 2009 — 2011
Certified Financial Planner Certificate, Financial Planning and Services
California State University-East Bay 1996 — 1999
BS, Cum Laude, Business Administration, Finance Option
Milliman March 2005 - Present
Standard Insurance Company January 2000 - March 2005
Charles Schwab 1997 - 2000
Skills
ERISA, Pensions, 401k, Retirement, Retirement Plan..., Retirement Planning, Defined Benefit, Profit Sharing, Defined Contribution, Pension Administration, Qualified Retirement..., Actuarial Science, Employee Benefits, Pension Funds
Education
New York University 2009 — 2011
Certified Financial Planner Certificate, Financial Planning and Services
California State University-East Bay 1996 — 1999
BS, Cum Laude, Business Administration, Finance Option
Jasvender Grewal's Charles Schwab Experience August 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab August 2008 - Present
Morgan Stanley June 2007 - January 2008
Port of Subs January 2001 - June 2007
Skills
Series 7
Education
California State University-Bakersfield 2002 — 2006
Bachelor's of Science, Business Administration: Finance Concentration
Charles Schwab August 2008 - Present
Morgan Stanley June 2007 - January 2008
Port of Subs January 2001 - June 2007
Skills
Series 7
Education
California State University-Bakersfield 2002 — 2006
Bachelor's of Science, Business Administration: Finance Concentration
Jude Guzman's Charles Schwab Experience 2002 - 2003
Job System Engineer at Lawrence Livermore National Laboratory
Industry Government Administration
Experience
Lawrence Livermore National Laboratory 2004 - Present
Wachovia (World Savings) 2003 - 2004
Charles Schwab 2002 - 2003
PeopleSoft 1998 - 2002
E & J Gallo Winery 1991 - 1998
Skills
PeopleSoft, Oracle, PL/SQL, HRIS, Databases, Business Process, Crystal Reports, Analysis, Requirements Analysis, SQL, Integration, Business Analysis, Visio, Software Project..., Process Improvement, Software Development, Java, Visual Basic, Troubleshooting, HTML, ERP, SDLC, Payroll, ADF, SQR, PeopleCode, System Administration, Data Warehousing, Unix, Microsoft SQL Server
Education
California State University-Chico 1987 — 1991
MIS
Red Bluff High
Lawrence Livermore National Laboratory 2004 - Present
Wachovia (World Savings) 2003 - 2004
Charles Schwab 2002 - 2003
PeopleSoft 1998 - 2002
E & J Gallo Winery 1991 - 1998
Skills
PeopleSoft, Oracle, PL/SQL, HRIS, Databases, Business Process, Crystal Reports, Analysis, Requirements Analysis, SQL, Integration, Business Analysis, Visio, Software Project..., Process Improvement, Software Development, Java, Visual Basic, Troubleshooting, HTML, ERP, SDLC, Payroll, ADF, SQR, PeopleCode, System Administration, Data Warehousing, Unix, Microsoft SQL Server
Education
California State University-Chico 1987 — 1991
MIS
Red Bluff High
Christian Edmondson's Charles Schwab Experience April 1989 - November 1995
Job Network Administrator/Corporate Safety Officer at Kardex Remstar LLC
Industry Information Technology and Services
Experience
Kardex Remstar March 2005 - Present
IBM February 2001 - October 2004
Unum March 1998 - February 2001
Wright Express March 1996 - January 1998
Charles Schwab April 1989 - November 1995
Skills
Process Improvement, Active Directory, Software Documentation, Integration, VMware Infrastructure, Troubleshooting, Windows Server, Windows System..., Network Administration, Network Engineering, Network Architecture, Disaster Recovery, VPN, Microsoft SQL Server, IIS
Education
California State University-Chico
Audio Engineering
Saint Ignatius College Preparatory
Kardex Remstar March 2005 - Present
IBM February 2001 - October 2004
Unum March 1998 - February 2001
Wright Express March 1996 - January 1998
Charles Schwab April 1989 - November 1995
Skills
Process Improvement, Active Directory, Software Documentation, Integration, VMware Infrastructure, Troubleshooting, Windows Server, Windows System..., Network Administration, Network Engineering, Network Architecture, Disaster Recovery, VPN, Microsoft SQL Server, IIS
Education
California State University-Chico
Audio Engineering
Saint Ignatius College Preparatory
La Shelle Manning's Charles Schwab Experience July 2011 - October 2011
Job Recruiting for System and Software Engineers
Industry Medical Devices
Experience
Abbott Labs October 2011 - Present
Charles Schwab July 2011 - October 2011
Abbott Medical Optics October 2010 - June 2011
Novartis Vaccines and Diagnostics July 2010 - October 2010
SLAC National Accelerator Laboratory July 2009 - July 2010
Genentech October 2005 - December 2007
Scios, Johnson & Johnson Company October 2004 - September 2005
Visa May 2000 - September 2004
ADP Dealer Services April 1997 - May 2000
Fastek Technical Services September 1995 - April 1997
Skills
Full Cycle Recruiting, Diversity Recruiting, College Recruiting, Technical Recruiting, Process Improvement, Internal Audit, Biotechnology, Pharmaceuticals, Medical Devices, Medical Device R&D, Sourcing, Behavioral Interviewing, Mock Interviews, Competency Based..., Telephone Interviewing, Job Description Creation, Pharmaceutical Industry, Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Regulatory Affairs, Sales, PeopleSoft, Healthcare, Screening, Taleo, Internet Recruiting, Benefits Negotiation, Cross-functional Team..., Interviews, Deferred Compensation, Talent Management, Temporary Staffing, Screening Resumes, Leadership, Workforce Planning, Temporary Placement, Marketing, Onboarding, Management, Consulting, Contract Recruitment, Staffing Services, Employer Branding, Executive Search
Education
California State University-Hayward 1988 — 1992
Bachelor of Science, Finance
Abbott Labs October 2011 - Present
Charles Schwab July 2011 - October 2011
Abbott Medical Optics October 2010 - June 2011
Novartis Vaccines and Diagnostics July 2010 - October 2010
SLAC National Accelerator Laboratory July 2009 - July 2010
Genentech October 2005 - December 2007
Scios, Johnson & Johnson Company October 2004 - September 2005
Visa May 2000 - September 2004
ADP Dealer Services April 1997 - May 2000
Fastek Technical Services September 1995 - April 1997
Skills
Full Cycle Recruiting, Diversity Recruiting, College Recruiting, Technical Recruiting, Process Improvement, Internal Audit, Biotechnology, Pharmaceuticals, Medical Devices, Medical Device R&D, Sourcing, Behavioral Interviewing, Mock Interviews, Competency Based..., Telephone Interviewing, Job Description Creation, Pharmaceutical Industry, Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Regulatory Affairs, Sales, PeopleSoft, Healthcare, Screening, Taleo, Internet Recruiting, Benefits Negotiation, Cross-functional Team..., Interviews, Deferred Compensation, Talent Management, Temporary Staffing, Screening Resumes, Leadership, Workforce Planning, Temporary Placement, Marketing, Onboarding, Management, Consulting, Contract Recruitment, Staffing Services, Employer Branding, Executive Search
Education
California State University-Hayward 1988 — 1992
Bachelor of Science, Finance
Tony Vaccaro's Charles Schwab Experience May 1997 - June 2001
Job Sales Manager at The Paul Kaplan Group, Inc.
Industry Real Estate
Experience
Finesse Solutions January 2012 - August 2012
California Association of REALTORS October 2003 - January 2012
Charles Schwab May 1997 - June 2001
Oracle/Kelly Services August 1996 - December 1996
Saks Fifth Avenue July 1995 - August 1996
Skills
Marketing Communications, Strategic Planning, Advertising, Trade Shows, Marketing, Management, CRM, Sales, Program Management, Marketing Strategy, Market Research, PowerPoint, Online Marketing, Budgets
Education
California State University-Hayward 1994 — 1995
Bachelor of Arts (B.A.), Political Science and Government
C.S.U. Sacramento 1992 — 1994
Political Science and Government
Diablo Valley College 1989 — 1992
Finesse Solutions January 2012 - August 2012
California Association of REALTORS October 2003 - January 2012
Charles Schwab May 1997 - June 2001
Oracle/Kelly Services August 1996 - December 1996
Saks Fifth Avenue July 1995 - August 1996
Skills
Marketing Communications, Strategic Planning, Advertising, Trade Shows, Marketing, Management, CRM, Sales, Program Management, Marketing Strategy, Market Research, PowerPoint, Online Marketing, Budgets
Education
California State University-Hayward 1994 — 1995
Bachelor of Arts (B.A.), Political Science and Government
C.S.U. Sacramento 1992 — 1994
Political Science and Government
Diablo Valley College 1989 — 1992
Alfredo Hernandez's Charles Schwab Experience 1998 - 2001
Job Chief Financial Officer
Industry Consumer Goods
Experience
Juniper Hill Designs 2001 - Present
Charles Schwab 1998 - 2001
Skills
Customer Service, Budgets, Retail, Strategic Planning, Accounting, Forecasting, Microsoft Excel, Microsoft Office, Team Building, Social Media, Cash Flow, Financial Reporting, Business Planning, Inventory Management, Business Strategy, Management, Microsoft Word, Financial Analysis, Marketing, QuickBooks, Small Business, Start-ups, Entrepreneurship, Business Development, E-commerce, Leadership
Education
California State University-Chico 1990 — 1994
Bachelor of Arts (BA), Industrial and Organizational Psychology with a Minor in Business Administration
Juniper Hill Designs 2001 - Present
Charles Schwab 1998 - 2001
Skills
Customer Service, Budgets, Retail, Strategic Planning, Accounting, Forecasting, Microsoft Excel, Microsoft Office, Team Building, Social Media, Cash Flow, Financial Reporting, Business Planning, Inventory Management, Business Strategy, Management, Microsoft Word, Financial Analysis, Marketing, QuickBooks, Small Business, Start-ups, Entrepreneurship, Business Development, E-commerce, Leadership
Education
California State University-Chico 1990 — 1994
Bachelor of Arts (BA), Industrial and Organizational Psychology with a Minor in Business Administration
Derek Mazon's Charles Schwab Experience 2000 - 2008
Job Technical Analyst II at University of California Office of the President
Industry Information Technology and Services
Experience
University of California Office of the President June 2014 - Present
California Pacific Medical Center December 2013 - June 2014
Fresenius Medical Care May 2013 - November 2013
Sutter Health September 2012 - May 2013
Bayside Solutions January 2011 - September 2012
Bayside Solutions June 2010 - December 2010
Charles Schwab 2000 - 2008
Pacific Gas & Electric August 1997 - May 1998
Skills
Active Directory, Windows 7, Troubleshooting, Networking, Dell Computers, Software Installation, Laptops, Wireless, Windows 7 Migration, Customer Service, Printers, Help Desk Support, Hardware, BMC Remedy, HP, Windows XP, Software Documentation, Windows, Computer Network..., IP, Testing, OS X, IT Operations, Antivirus, SCCM, USMT
Education
Heald College 1996 — 1996
Certification, Network Engineering
California State University-Hayward 1979 — 1984
Bacherlor of Science, Computer Science
University of California Office of the President June 2014 - Present
California Pacific Medical Center December 2013 - June 2014
Fresenius Medical Care May 2013 - November 2013
Sutter Health September 2012 - May 2013
Bayside Solutions January 2011 - September 2012
Bayside Solutions June 2010 - December 2010
Charles Schwab 2000 - 2008
Pacific Gas & Electric August 1997 - May 1998
Skills
Active Directory, Windows 7, Troubleshooting, Networking, Dell Computers, Software Installation, Laptops, Wireless, Windows 7 Migration, Customer Service, Printers, Help Desk Support, Hardware, BMC Remedy, HP, Windows XP, Software Documentation, Windows, Computer Network..., IP, Testing, OS X, IT Operations, Antivirus, SCCM, USMT
Education
Heald College 1996 — 1996
Certification, Network Engineering
California State University-Hayward 1979 — 1984
Bacherlor of Science, Computer Science
Hina Abid's Charles Schwab Experience March 1995 - January 1998
Job Analyst at Accenture
Industry Financial Services
Experience
Accenture March 2011 - Present
T Rowe Price July 2001 - May 2007
Charles Schwab March 1995 - January 1998
Education
California State University-East Bay
Bachelor of Science (BS), Finance, General
Accenture March 2011 - Present
T Rowe Price July 2001 - May 2007
Charles Schwab March 1995 - January 1998
Education
California State University-East Bay
Bachelor of Science (BS), Finance, General
Jonathan Tse's Charles Schwab Experience May 2014 - Present
Job Manager Treasury Services at Charles Schwab
Industry Investment Management
Experience
Charles Schwab May 2014 - Present
BlackRock November 2010 - May 2014
Barclays Global Investors November 2006 - December 2009
Skills
Securities Lending, Equities, Fixed Income, ETFs, Hedge Funds, Bloomberg, Alternative Investments, Asset Management
Education
California State University-East Bay 2003 — 2005
Bachelor of Science, Business Administration - Marketing
Charles Schwab May 2014 - Present
BlackRock November 2010 - May 2014
Barclays Global Investors November 2006 - December 2009
Skills
Securities Lending, Equities, Fixed Income, ETFs, Hedge Funds, Bloomberg, Alternative Investments, Asset Management
Education
California State University-East Bay 2003 — 2005
Bachelor of Science, Business Administration - Marketing
Randy Hinton, PMP's Charles Schwab Experience June 1997 - October 2004
Job Director, Business Planning and Support Compliance Group at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank November 2014 - Present
Silicon Valley Bank May 2010 - Present
United Partners Group February 2005 - January 2007
Charles Schwab June 1997 - October 2004
Wells Fargo Bank June 1989 - June 1997
Education
California State University-East Bay 1987 — 1989
Silicon Valley Bank November 2014 - Present
Silicon Valley Bank May 2010 - Present
United Partners Group February 2005 - January 2007
Charles Schwab June 1997 - October 2004
Wells Fargo Bank June 1989 - June 1997
Education
California State University-East Bay 1987 — 1989
Jason Wells's Charles Schwab Experience July 2004 - October 2004
Job Sr. Software Engineer Linux/AWS/DBs
Industry Computer Software
Experience
Symantec June 2015 - Present
Iteris, Inc. March 2012 - June 2015
Verizon Wireless October 2008 - March 2012
Wells Fargo April 2008 - October 2008
Symantec(formerly Veritas) April 2005 - April 2008
Cisco January 2005 - April 2005
Charles Schwab July 2004 - October 2004
EMC July 2003 - October 2003
Legato Systems February 2002 - July 2003
OTG Software July 2001 - February 2002
Skills
Linux, Perl, Python, Flask, Oracle, Databases, PostgreSQL, C, Shell Scripting, Amazon Web Services..., Operating Systems, RedHat, CentOS, MySQL, Amazon EC2, boto, Git, SQL, PostGIS, Docker, Elastic Beanstalk, Solaris, XML, XSLT, Nagios, iSCSI, SAX, XPath, Fedora, Linux KVM, Fedora Core, mapserver, CDMA2000, EVDO, Arduino, LTE, Unix, Apache, Release Engineering, JavaScript, Autoconf, IAM, JIRA, Perforce
Education
California State University-Hayward 2001 — 2007
BS, Computer Science
Las Positas College 1998 — 2001
Computer Science
Amador Valley High School 1994 — 1998
Symantec June 2015 - Present
Iteris, Inc. March 2012 - June 2015
Verizon Wireless October 2008 - March 2012
Wells Fargo April 2008 - October 2008
Symantec(formerly Veritas) April 2005 - April 2008
Cisco January 2005 - April 2005
Charles Schwab July 2004 - October 2004
EMC July 2003 - October 2003
Legato Systems February 2002 - July 2003
OTG Software July 2001 - February 2002
Skills
Linux, Perl, Python, Flask, Oracle, Databases, PostgreSQL, C, Shell Scripting, Amazon Web Services..., Operating Systems, RedHat, CentOS, MySQL, Amazon EC2, boto, Git, SQL, PostGIS, Docker, Elastic Beanstalk, Solaris, XML, XSLT, Nagios, iSCSI, SAX, XPath, Fedora, Linux KVM, Fedora Core, mapserver, CDMA2000, EVDO, Arduino, LTE, Unix, Apache, Release Engineering, JavaScript, Autoconf, IAM, JIRA, Perforce
Education
California State University-Hayward 2001 — 2007
BS, Computer Science
Las Positas College 1998 — 2001
Computer Science
Amador Valley High School 1994 — 1998
Tina Lai's Charles Schwab Experience April 2013 - Present
Job Web Producer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab April 2013 - Present
Multicreate January 2005 - Present
DHC USA April 2012 - September 2012
Xilinx February 2011 - May 2011
Exar Corporation February 2009 - July 2009
EMC August 2007 - December 2007
I-Tech Company July 2006 - August 2007
Skills
Dreamweaver, CSS, Flash, Web Development, JavaScript, HTML, XML, ActionScript, InDesign, Photoshop, SQL, Adobe Acrobat, Multimedia, Mac, Windows, DHTML, Access, Project Management, Final Cut Pro, SEO, PHP
Education
California State University-East Bay 2009 — 2010
Master, Multimedia
Charles Schwab April 2013 - Present
Multicreate January 2005 - Present
DHC USA April 2012 - September 2012
Xilinx February 2011 - May 2011
Exar Corporation February 2009 - July 2009
EMC August 2007 - December 2007
I-Tech Company July 2006 - August 2007
Skills
Dreamweaver, CSS, Flash, Web Development, JavaScript, HTML, XML, ActionScript, InDesign, Photoshop, SQL, Adobe Acrobat, Multimedia, Mac, Windows, DHTML, Access, Project Management, Final Cut Pro, SEO, PHP
Education
California State University-East Bay 2009 — 2010
Master, Multimedia
Bryan Carruthers's Charles Schwab Experience September 2007 - July 2008
Job Technical Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2012 - Present
Kaiser Permanente May 2011 - December 2011
Wells Fargo July 2010 - May 2011
Pacific Gas and Electric Company March 2010 - July 2010
Wells Fargo July 2008 - January 2010
Charles Schwab September 2007 - July 2008
Wells Fargo January 2005 - September 2007
American Express TRS January 1989 - December 2004
Computer Task Group May 1987 - January 1989
Rand Information Systems, Inc. August 1982 - April 1987
Skills
SDLC, SQL, Visio, Mainframe, Data Warehousing, COBOL, SAS programming, JCL, TSO, ISPF, CA7, Remedy User, Endeavor, Easytrieve, Fileaid, NDM
Education
California State University-Hayward
Wells Fargo January 2012 - Present
Kaiser Permanente May 2011 - December 2011
Wells Fargo July 2010 - May 2011
Pacific Gas and Electric Company March 2010 - July 2010
Wells Fargo July 2008 - January 2010
Charles Schwab September 2007 - July 2008
Wells Fargo January 2005 - September 2007
American Express TRS January 1989 - December 2004
Computer Task Group May 1987 - January 1989
Rand Information Systems, Inc. August 1982 - April 1987
Skills
SDLC, SQL, Visio, Mainframe, Data Warehousing, COBOL, SAS programming, JCL, TSO, ISPF, CA7, Remedy User, Endeavor, Easytrieve, Fileaid, NDM
Education
California State University-Hayward
Ronald W. Lwin's Charles Schwab Experience 2007 - 2007
Job Owner at Abacust Tax Preparation
Industry Financial Services
Experience
WYNN REAL ESTATE April 2013 - Present
Abacus Tax Preparation January 2010 - Present
Keller Williams Realty October 2010 - March 2013
United Brokers Real Estate 2002 - October 2010
Charles Schwab 2007 - 2007
Atlas Securities 2003 - 2007
Morgan Stanley 1997 - 2002
Prudential Insurance 1996 - 1997
Skills
Retirement Planning, Investments, Loans, Mutual Funds, Real Estate, Wealth Management, Investment Properties, Finance, Portfolio Management, Real Estate Transactions, Sales
Education
California State University-East Bay
BS
WYNN REAL ESTATE April 2013 - Present
Abacus Tax Preparation January 2010 - Present
Keller Williams Realty October 2010 - March 2013
United Brokers Real Estate 2002 - October 2010
Charles Schwab 2007 - 2007
Atlas Securities 2003 - 2007
Morgan Stanley 1997 - 2002
Prudential Insurance 1996 - 1997
Skills
Retirement Planning, Investments, Loans, Mutual Funds, Real Estate, Wealth Management, Investment Properties, Finance, Portfolio Management, Real Estate Transactions, Sales
Education
California State University-East Bay
BS
Kevin Kreitzer's Charles Schwab Experience May 2011 - August 2011
Job Compensation Analyst at Robert Half International
Industry Human Resources
Experience
Robert Half International November 2012 - Present
First Republic Bank May 2012 - November 2012
Charles Schwab May 2011 - August 2011
Wachovia July 2008 - May 2009
Wachovia 2007 - 2008
World Savings 2004 - 2007
World Savings 1990 - 2004
Education
California State University-Chico 1985 — 1990
BS, Accounting
Robert Half International November 2012 - Present
First Republic Bank May 2012 - November 2012
Charles Schwab May 2011 - August 2011
Wachovia July 2008 - May 2009
Wachovia 2007 - 2008
World Savings 2004 - 2007
World Savings 1990 - 2004
Education
California State University-Chico 1985 — 1990
BS, Accounting
Daryl Soe's Charles Schwab Experience 2000 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2000 - Present
Education
BHS
California State University-East Bay
Charles Schwab 2000 - Present
Education
BHS
California State University-East Bay
Edward Carrillo's Charles Schwab Experience June 2005 - January 2007
Job Scrum Master at Blackhawk Network
Industry Information Technology and Services
Experience
Blackhawk Network March 2015 - Present
AT&T May 2014 - June 2014
Pacific Gas and Electric Company February 2013 - October 2013
Kaiser Permanente IT August 2011 - March 2012
Wells Fargo 2010 - 2011
Kaiser Permanente IT May 2007 - June 2008
Charles Schwab June 2005 - January 2007
Wells Fargo June 2004 - June 2005
Charles Schwab November 2003 - February 2004
PMI Mortgage Insurance Co. April 2001 - March 2003
Skills
Agile Methodologies, Scrum, XML, Oracle, SharePoint, Unix, Web Services, JavaScript, MS Project, Java Enterprise Edition, Java, Data Warehousing, SDLC
Education
California State University-East Bay
BS, Computer Science
San Diego State University-California State University
MS, Radiological Physics
San Diego State University-California State University
BS, Biology
Blackhawk Network March 2015 - Present
AT&T May 2014 - June 2014
Pacific Gas and Electric Company February 2013 - October 2013
Kaiser Permanente IT August 2011 - March 2012
Wells Fargo 2010 - 2011
Kaiser Permanente IT May 2007 - June 2008
Charles Schwab June 2005 - January 2007
Wells Fargo June 2004 - June 2005
Charles Schwab November 2003 - February 2004
PMI Mortgage Insurance Co. April 2001 - March 2003
Skills
Agile Methodologies, Scrum, XML, Oracle, SharePoint, Unix, Web Services, JavaScript, MS Project, Java Enterprise Edition, Java, Data Warehousing, SDLC
Education
California State University-East Bay
BS, Computer Science
San Diego State University-California State University
MS, Radiological Physics
San Diego State University-California State University
BS, Biology
Thomas Grasseschi's Charles Schwab Experience August 2006 - Present
Job Senior Interactive Studio at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2006 - Present
Skills
Information Architecture, User Experience, User Interface Design, Flash, Adobe Creative Suite, Interaction Design, HTML 5, Web Design, Dreamweaver, Art Direction, JavaScript
Education
California State University-East Bay 1989 — 1991
BA, Art Studio
Charles Schwab August 2006 - Present
Skills
Information Architecture, User Experience, User Interface Design, Flash, Adobe Creative Suite, Interaction Design, HTML 5, Web Design, Dreamweaver, Art Direction, JavaScript
Education
California State University-East Bay 1989 — 1991
BA, Art Studio
Cathi Soule's Charles Schwab Experience 1993 - 1999
Job Analyst at Wells Fargo
Industry Telecommunications
Experience
Wells Fargp January 2014 - Present
AT&T October 2009 - January 2014
AT&T October 2000 - October 2009
Charles Schwab 1993 - 1999
Skills
Data Warehousing, Project Management, Vendor Management, Sarbanes-Oxley Act, Telecommunications, SDLC, Business Analysis, Visio, Business Process..., Process Improvement, Access, Business Intelligence, Requirements Analysis, Analysis, Requirements Gathering, IT Strategy, Integration, Software Documentation, SQL, Program Management, PMO, SharePoint, Troubleshooting, Software Project..., Business Objects, Business Requirements, Disaster Recovery, PMP, Data Modeling, ETL, MS Project, Databases, Teradata
Education
California State University-East Bay
Wells Fargp January 2014 - Present
AT&T October 2009 - January 2014
AT&T October 2000 - October 2009
Charles Schwab 1993 - 1999
Skills
Data Warehousing, Project Management, Vendor Management, Sarbanes-Oxley Act, Telecommunications, SDLC, Business Analysis, Visio, Business Process..., Process Improvement, Access, Business Intelligence, Requirements Analysis, Analysis, Requirements Gathering, IT Strategy, Integration, Software Documentation, SQL, Program Management, PMO, SharePoint, Troubleshooting, Software Project..., Business Objects, Business Requirements, Disaster Recovery, PMP, Data Modeling, ETL, MS Project, Databases, Teradata
Education
California State University-East Bay
Buddy Wong's Charles Schwab Experience April 2012 - November 2012
Job Applications Analyst at The James Irvine Foundation
Industry Nonprofit Organization Management
Experience
The James Irvine Foundation September 2014 - Present
Berkshire Hathaway Homestate Companies February 2014 - August 2014
Yammer, Inc. April 2013 - January 2014
The David and Lucile Packard Foundation December 2012 - February 2013
Charles Schwab April 2012 - November 2012
Wells Fargo December 2010 - March 2012
MedComm Solutions July 2010 - September 2010
Xoom Corporation March 2010 - July 2010
Sezmi Inc September 2009 - December 2009
Washington Mutual Card Services January 2007 - March 2008
Skills
Program Management, SDLC, Agile Methodologies, Enterprise Architecture, Software Quality..., Salesforce Administrator, NetSuite, Microsoft SQL Server, SQL*Plus, SQL Server Management..., SQL, SaaS, Microsoft Dynamics ERP, ImageNow, RightNow, Business Requirements, Business Analysis, Access, Analysis, Integration, Business Process, Management, Databases, Process Improvement, SharePoint, Project Management
Education
California State University-East Bay 2005 — 2008
MS, Computer Science
University of California, Berkeley 1999 — 2004
BA, Applied Mathematics
The James Irvine Foundation September 2014 - Present
Berkshire Hathaway Homestate Companies February 2014 - August 2014
Yammer, Inc. April 2013 - January 2014
The David and Lucile Packard Foundation December 2012 - February 2013
Charles Schwab April 2012 - November 2012
Wells Fargo December 2010 - March 2012
MedComm Solutions July 2010 - September 2010
Xoom Corporation March 2010 - July 2010
Sezmi Inc September 2009 - December 2009
Washington Mutual Card Services January 2007 - March 2008
Skills
Program Management, SDLC, Agile Methodologies, Enterprise Architecture, Software Quality..., Salesforce Administrator, NetSuite, Microsoft SQL Server, SQL*Plus, SQL Server Management..., SQL, SaaS, Microsoft Dynamics ERP, ImageNow, RightNow, Business Requirements, Business Analysis, Access, Analysis, Integration, Business Process, Management, Databases, Process Improvement, SharePoint, Project Management
Education
California State University-East Bay 2005 — 2008
MS, Computer Science
University of California, Berkeley 1999 — 2004
BA, Applied Mathematics
Donna LaBrie's Charles Schwab Experience July 2005 - March 2009
Job Executive Assistant to the Chief Investment Officer of AssetMark
Industry Executive Office
Experience
AssetMark April 2014 - Present
AssetMark July 2012 - Present
Delta Air Lines May 2012 - June 2014
LaBrie Events October 2009 - 2012
Keefe, Bruyette & Woods January 2010 - December 2011
Charles Schwab July 2005 - March 2009
Charles Schwab Corporate Services 2005 - 2009
National Association of Stock Plan Professionals December 2002 - July 2005
Round Hill Securities, Inc. October 2000 - May 2002
Skills
Event Management, Marketing Strategy, CRM, Advertising, Event Planning, Marketing, Vendor Management, Management, Contract Negotiation, Budgets, Sales, Trade Shows
Education
California State University-East Bay
BA, Human Development
AssetMark April 2014 - Present
AssetMark July 2012 - Present
Delta Air Lines May 2012 - June 2014
LaBrie Events October 2009 - 2012
Keefe, Bruyette & Woods January 2010 - December 2011
Charles Schwab July 2005 - March 2009
Charles Schwab Corporate Services 2005 - 2009
National Association of Stock Plan Professionals December 2002 - July 2005
Round Hill Securities, Inc. October 2000 - May 2002
Skills
Event Management, Marketing Strategy, CRM, Advertising, Event Planning, Marketing, Vendor Management, Management, Contract Negotiation, Budgets, Sales, Trade Shows
Education
California State University-East Bay
BA, Human Development
Emily Stonehouse's Charles Schwab Experience December 1995 - Present
Job Vice President AML Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 1995 - Present
Skills
Series 9/10, Series 7, Series 63, CAMS, USA PATRIOT Act, AML, OFAC, Bank Secrecy Act, BSA
Education
California State University-Hayward
BA, English
Charles Schwab December 1995 - Present
Skills
Series 9/10, Series 7, Series 63, CAMS, USA PATRIOT Act, AML, OFAC, Bank Secrecy Act, BSA
Education
California State University-Hayward
BA, English
Sarah Sontheimer's Charles Schwab Experience 1999 - Present
Job Director, Human Resources at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
GT Global 1997 - 1998
Wells Fargo 1994 - 1997
Bank of California 1992 - 1994
Education
California State University-East Bay
MS, Counseling
University of California, Los Angeles
BA, Psychology
Charles Schwab 1999 - Present
GT Global 1997 - 1998
Wells Fargo 1994 - 1997
Bank of California 1992 - 1994
Education
California State University-East Bay
MS, Counseling
University of California, Los Angeles
BA, Psychology
John Sjobring's Charles Schwab Experience 1993 - 2004
Job Computer Software Professional
Industry Computer Software
Experience
Charles Schwab 1993 - 2004
Myers-Holum 1988 - 1991
KPMG Peat Marwick 1982 - 1985
Skills
Business Intelligence, SDLC, E-Learning, Software Project..., Requirements Analysis, Software Development, Databases, DB2, HTML, Testing, Integration, Program Management, Agile Methodologies, Visio, Enterprise Architecture, Management, Business Analysis, Project Management, MS Project, Leadership, COBOL, Enterprise Software
Education
California State University-East Bay 2010 — 2011
Master's degree, Education - Educational Technology
California State University-East Bay 2009 — 2010
Preliminary Single Subject Credential
University of California, Berkeley 1971 — 1974
BA, Rhetoric
Charles Schwab 1993 - 2004
Myers-Holum 1988 - 1991
KPMG Peat Marwick 1982 - 1985
Skills
Business Intelligence, SDLC, E-Learning, Software Project..., Requirements Analysis, Software Development, Databases, DB2, HTML, Testing, Integration, Program Management, Agile Methodologies, Visio, Enterprise Architecture, Management, Business Analysis, Project Management, MS Project, Leadership, COBOL, Enterprise Software
Education
California State University-East Bay 2010 — 2011
Master's degree, Education - Educational Technology
California State University-East Bay 2009 — 2010
Preliminary Single Subject Credential
University of California, Berkeley 1971 — 1974
BA, Rhetoric
Derek Mazon's Charles Schwab Experience June 1998 - January 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Charles Schwab June 1998 - January 2008
Education
California State University-East Bay 1979 — 1984
BS, Computer Science
Charles Schwab June 1998 - January 2008
Education
California State University-East Bay 1979 — 1984
BS, Computer Science
Tracey Stanga's Charles Schwab Experience June 2013 - Present
Job FC at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
Wells Fargo August 2009 - January 2013
Nordstrom November 2008 - June 2009
Skills
Retail Sales
Education
California State University-Chico 2004 — 2008
BA, Economics
Charles Schwab June 2013 - Present
Wells Fargo August 2009 - January 2013
Nordstrom November 2008 - June 2009
Skills
Retail Sales
Education
California State University-Chico 2004 — 2008
BA, Economics
Paula Raun-Linde's Charles Schwab Experience 2002 - 2006
Job Team Leader, VP at Union Bank
Industry Financial Services
Experience
Union Bank 2010 - Present
Barclays Global Investors ("BlackRock") 2006 - 2009
Charles Schwab 2002 - 2006
Charles Schwab 1995 - 2002
Bank of America 1993 - 1995
Education
California State University-East Bay 1988 — 1991
MBA, Finance
Union Bank 2010 - Present
Barclays Global Investors ("BlackRock") 2006 - 2009
Charles Schwab 2002 - 2006
Charles Schwab 1995 - 2002
Bank of America 1993 - 1995
Education
California State University-East Bay 1988 — 1991
MBA, Finance
Gene Yates's Charles Schwab Experience April 2000 - October 2004
Job Partner and CFO
Industry Financial Services
Experience
WR Hambrecht + Co May 2014 - Present
Self employed independent finance contractor March 2010 - July 2011
Wells Fargo Securities LLC March 2005 - October 2009
Charles Schwab April 2000 - October 2004
Charles Schwab January 1997 - April 2000
Skills
Financial Reporting, Equities, Financial Modeling, Accounting, Strategic Financial..., Series 7, Finance, Capital Markets, Management, Risk Management, Internal Controls, Investments, Financial Analysis
Education
University of Southern California 1982 — 1985
BS, Accounting & Finance
Cal State Hayward 1981 — 1982
WR Hambrecht + Co May 2014 - Present
Self employed independent finance contractor March 2010 - July 2011
Wells Fargo Securities LLC March 2005 - October 2009
Charles Schwab April 2000 - October 2004
Charles Schwab January 1997 - April 2000
Skills
Financial Reporting, Equities, Financial Modeling, Accounting, Strategic Financial..., Series 7, Finance, Capital Markets, Management, Risk Management, Internal Controls, Investments, Financial Analysis
Education
University of Southern California 1982 — 1985
BS, Accounting & Finance
Cal State Hayward 1981 — 1982
Trey Solomon's Charles Schwab Experience 1996 - 2007
Job Vice President Branch Manager
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Charles Schwab / Charles Schwab Bank 2008 - 2013
Charles Schwab 1996 - 2007
Ameriprise Financial Services, Inc. 1993 - 1996
Skills
Series 63, Series 7, Wealth Management, Financial Services, Securities, Retirement Planning, Strategic Financial...
Education
California State University-Chico
Economics
Fidelity Investments July 2013 - Present
Charles Schwab / Charles Schwab Bank 2008 - 2013
Charles Schwab 1996 - 2007
Ameriprise Financial Services, Inc. 1993 - 1996
Skills
Series 63, Series 7, Wealth Management, Financial Services, Securities, Retirement Planning, Strategic Financial...
Education
California State University-Chico
Economics
Neva Mullinax's Charles Schwab Experience May 1992 - Present
Job Senior Staff Technology Solutions at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab May 1992 - Present
Education
California State University-East Bay 1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Information Systems Management
Sierra College 1975 — 1977
Associate of Arts (A.A.), Accounting
Charles Schwab May 1992 - Present
Education
California State University-East Bay 1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Information Systems Management
Sierra College 1975 — 1977
Associate of Arts (A.A.), Accounting
mark immethun's Charles Schwab Experience 1997 - 2005
Job
Industry
Experience
Charles Schwab 1997 - 2005
Education
California State University-East Bay
Charles Schwab 1997 - 2005
Education
California State University-East Bay
Anita Vieira's Charles Schwab Experience October 2000 - December 2004
Job Senior Project Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2014 - Present
Wells Fargo Bank April 2013 - June 2014
Wells Fargo October 2008 - March 2013
All Star Consulting June 2005 - October 2008
Charles Schwab October 2000 - December 2004
GuidedChoice February 2000 - September 2000
Charles Schwab February 1998 - January 2000
Charles Schwab 1996 - 1998
Skills
Software Project..., Agile Project Management, Partner Relationship..., Vendor Management, Program Management, Integration, IT Strategy, Business Process, SDLC, Cross-functional Team..., Business Intelligence, PMP, PMO, Enterprise Architecture, Project Portfolio..., CRM, Waterfall, Product Management, Business Analysis, Business Process...
Education
California State University-East Bay
Bachelor of Arts, Liberal Studies / Business Option
Moreau Catholic High School
High School Diploma
Wells Fargo Bank June 2014 - Present
Wells Fargo Bank April 2013 - June 2014
Wells Fargo October 2008 - March 2013
All Star Consulting June 2005 - October 2008
Charles Schwab October 2000 - December 2004
GuidedChoice February 2000 - September 2000
Charles Schwab February 1998 - January 2000
Charles Schwab 1996 - 1998
Skills
Software Project..., Agile Project Management, Partner Relationship..., Vendor Management, Program Management, Integration, IT Strategy, Business Process, SDLC, Cross-functional Team..., Business Intelligence, PMP, PMO, Enterprise Architecture, Project Portfolio..., CRM, Waterfall, Product Management, Business Analysis, Business Process...
Education
California State University-East Bay
Bachelor of Arts, Liberal Studies / Business Option
Moreau Catholic High School
High School Diploma
John Lederer's Charles Schwab Experience June 1996 - July 1997
Job Senior Operations Manager at Brocade
Industry Computer Networking
Experience
Brocade March 2014 - Present
Cisco Systems March 2004 - October 2013
Oracle Corporation 1997 - 2004
Charles Schwab June 1996 - July 1997
Citibank California 1990 - 1996
Skills
Leadership, Financial Modeling, P&L Management, Forecasting, Accounting, Revenue Recognition, Cross-functional Team..., Budgets, Strategy, Executive Management, Financial Analysis, Contract Negotiation, Strategic Financial..., Essbase, Sarbanes-Oxley Act, Cloud Computing, Financial Planning, Mergers & Acquisitions, Marketing
Education
University of California, Los Angeles
BA, Economics
California State University-Hayward
M.B.A., Finance
Brocade March 2014 - Present
Cisco Systems March 2004 - October 2013
Oracle Corporation 1997 - 2004
Charles Schwab June 1996 - July 1997
Citibank California 1990 - 1996
Skills
Leadership, Financial Modeling, P&L Management, Forecasting, Accounting, Revenue Recognition, Cross-functional Team..., Budgets, Strategy, Executive Management, Financial Analysis, Contract Negotiation, Strategic Financial..., Essbase, Sarbanes-Oxley Act, Cloud Computing, Financial Planning, Mergers & Acquisitions, Marketing
Education
University of California, Los Angeles
BA, Economics
California State University-Hayward
M.B.A., Finance
Chrystal Keogh, MA's Charles Schwab Experience March 2007 - July 2010
Job Senior Data Analyst
Industry Information Services
Experience
Pacific Gas and Electric Company October 2010 - Present
Charles Schwab March 2007 - July 2010
Amex January 1993 - January 1998
Skills
Cross-functional Team..., Management, Business Process..., Process Improvement, Vendor Management, Strategic Sourcing, Data Analysis, Access
Education
California State University-East Bay
MA, Statistics, Sociology, Research Methodologies
Pacific Gas and Electric Company October 2010 - Present
Charles Schwab March 2007 - July 2010
Amex January 1993 - January 1998
Skills
Cross-functional Team..., Management, Business Process..., Process Improvement, Vendor Management, Strategic Sourcing, Data Analysis, Access
Education
California State University-East Bay
MA, Statistics, Sociology, Research Methodologies
Elise Nai's Charles Schwab Experience 1988 - 2000
Job Web Designer
Industry Information Technology and Services
Experience
Dublin Senior Center 2014 - Present
EJN² Web Development & Consulting 2011 - Present
Taproot Foundation September 2011 - 2014
PEAK Education Foundation 2009 - 2011
Non Profit Education 2004 - 2011
Charles Schwab 1988 - 2000
Education
Cal State Hayward
B.S., Management Information Systems
Dublin Senior Center 2014 - Present
EJN² Web Development & Consulting 2011 - Present
Taproot Foundation September 2011 - 2014
PEAK Education Foundation 2009 - 2011
Non Profit Education 2004 - 2011
Charles Schwab 1988 - 2000
Education
Cal State Hayward
B.S., Management Information Systems
Jason Babcock's Charles Schwab Experience 2002 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2002 - Present
Morgan Stanley 2000 - 2002
Skills
Series 63, Series 65, FINRA
Education
CSU Chico 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Charles Schwab 2002 - Present
Morgan Stanley 2000 - 2002
Skills
Series 63, Series 65, FINRA
Education
CSU Chico 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Naomi S. Forster's Charles Schwab Experience 1995 - 2001
Job Licensed Secondary Teacher, State of Colorado
Industry Education Management
Experience
Thompson Valley High School June 2015 - Present
Fort Collins High School, Poudre School District January 2015 - May 2015
Poudre School District February 2013 - December 2014
Renata Landscape Design January 2003 - November 2013
Sage Design Group 2007 - 2009
Jacobs Engineering February 2006 - December 2006
AmeriCorps January 2005 - October 2005
Charles Schwab 1995 - 2001
Nichols Accountantcy Corp. May 1992 - August 1995
Community Legal Information Center May 1994 - May 1995
Skills
LEED AP, Comprehensive Planning, Rendering, Sustainable Design, Submittals, ArcGIS, Site Plans, Urban Planning, Parks, Land Use Planning
Education
Colorado State University 2013 — 2015
STEPP Teacher Licensure Program, Secondary Education and Teaching
University of Colorado at Denver 2003 — 2006
Dual Masters of Urban and Regional Planning/Landscape Architecture, Urban Planning/Landscape Architecture
California State University-Chico 1990 — 1995
Bachelor of Science, Business Administration, Management
Thompson Valley High School June 2015 - Present
Fort Collins High School, Poudre School District January 2015 - May 2015
Poudre School District February 2013 - December 2014
Renata Landscape Design January 2003 - November 2013
Sage Design Group 2007 - 2009
Jacobs Engineering February 2006 - December 2006
AmeriCorps January 2005 - October 2005
Charles Schwab 1995 - 2001
Nichols Accountantcy Corp. May 1992 - August 1995
Community Legal Information Center May 1994 - May 1995
Skills
LEED AP, Comprehensive Planning, Rendering, Sustainable Design, Submittals, ArcGIS, Site Plans, Urban Planning, Parks, Land Use Planning
Education
Colorado State University 2013 — 2015
STEPP Teacher Licensure Program, Secondary Education and Teaching
University of Colorado at Denver 2003 — 2006
Dual Masters of Urban and Regional Planning/Landscape Architecture, Urban Planning/Landscape Architecture
California State University-Chico 1990 — 1995
Bachelor of Science, Business Administration, Management
Jyoti Hurria MBA, PMP, CSPO, CSM LION's Charles Schwab Experience December 2014 - Present
Job IT Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2014 - Present
Wells Capital Management April 2014 - October 2014
Wells Fargo September 2013 - January 2014
Genentech February 2013 - August 2013
Pacific Gas and Electric Company May 2012 - February 2013
Skills
PMP, Business Analysis, Project Management, Vendor Management, Management Consulting, Requirements Analysis, SDLC, Certified Scrum Master..., Business Strategy, Microsoft Excel, PowerPoint, Visio, Management, Data Analysis, Program Management, Project Delivery, SAP, Software Project..., Scrum, Agile Methodologies, CSPO
Education
Cal State Hayward 2000 — 2004
MBA, Finance and HR
Charles Schwab December 2014 - Present
Wells Capital Management April 2014 - October 2014
Wells Fargo September 2013 - January 2014
Genentech February 2013 - August 2013
Pacific Gas and Electric Company May 2012 - February 2013
Skills
PMP, Business Analysis, Project Management, Vendor Management, Management Consulting, Requirements Analysis, SDLC, Certified Scrum Master..., Business Strategy, Microsoft Excel, PowerPoint, Visio, Management, Data Analysis, Program Management, Project Delivery, SAP, Software Project..., Scrum, Agile Methodologies, CSPO
Education
Cal State Hayward 2000 — 2004
MBA, Finance and HR
Ben Louie's Charles Schwab Experience September 2011 - June 2012
Job Mainfrane analyst and developer on sabbatical
Industry Information Technology and Services
Experience
Charles Schwab September 2011 - June 2012
First Data Corporation January 2011 - August 2011
Skills
Business Analysis, Systems Analysis, System Architecture, Applications Delivery, Database Design, Mainframe, COBOLII, DB2, IMS DB/DC, CICS, SQL, WSDL, SOAP, SDLC
Education
CSU Chico
Bachelor of Science (BSc), Computer Science
Rider University
MBA, Finance, General
Charles Schwab September 2011 - June 2012
First Data Corporation January 2011 - August 2011
Skills
Business Analysis, Systems Analysis, System Architecture, Applications Delivery, Database Design, Mainframe, COBOLII, DB2, IMS DB/DC, CICS, SQL, WSDL, SOAP, SDLC
Education
CSU Chico
Bachelor of Science (BSc), Computer Science
Rider University
MBA, Finance, General
Sandy Calhoun's Charles Schwab Experience January 1996 - January 2005
Job Project Manager at Self Emlpoyed
Industry Marketing and Advertising
Experience
Self Emlpoyed August 2012 - Present
Wells Fargo Enterprises March 2006 - October 2011
Charles Schwab January 1996 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Berkeley High
Cal State Hayward
Self Emlpoyed August 2012 - Present
Wells Fargo Enterprises March 2006 - October 2011
Charles Schwab January 1996 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Berkeley High
Cal State Hayward
JUHO KIM's Charles Schwab Experience July 2008 - January 2011
Job Investment banking
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Charles Schwab July 2008 - January 2011
TD Ameritrade October 2004 - March 2007
Skills
Foreign Languages, Securities
Education
California State University-Bakersfield 2010 — 2012
Master's degree, Secondary Education and Teaching
Weber State University 1992 — 1997
Bachelor's degree, Marketing
Merrill Lynch March 2011 - Present
Charles Schwab July 2008 - January 2011
TD Ameritrade October 2004 - March 2007
Skills
Foreign Languages, Securities
Education
California State University-Bakersfield 2010 — 2012
Master's degree, Secondary Education and Teaching
Weber State University 1992 — 1997
Bachelor's degree, Marketing
Christina Bondoc's Charles Schwab Experience August 2006 - December 2010
Job Project Manager
Industry Information Technology and Services
Experience
Ensenta Corporation July 2014 - Present
Ensenta Corporation February 2012 - November 2012
Charles Schwab August 2006 - December 2010
Technology Credit Union March 2005 - March 2006
Marsh & McLennan Companies, Inc. March 2003 - December 2004
Skills
Project Management, Microsoft Office, Agile Project Management, Systems Development..., Employee Training, Operations Management, Successful Business..., Public Speaking, Communication, Customer Service, Customer Experience, Software Implementation
Education
California State University-East Bay
Bachelor's Degree, History
Ensenta Corporation July 2014 - Present
Ensenta Corporation February 2012 - November 2012
Charles Schwab August 2006 - December 2010
Technology Credit Union March 2005 - March 2006
Marsh & McLennan Companies, Inc. March 2003 - December 2004
Skills
Project Management, Microsoft Office, Agile Project Management, Systems Development..., Employee Training, Operations Management, Successful Business..., Public Speaking, Communication, Customer Service, Customer Experience, Software Implementation
Education
California State University-East Bay
Bachelor's Degree, History
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank