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
Annabel Chen Annabel Chen's Charles Schwab Experience November 2003 - July 2010
Job Accounting Manager at BioRad Laboratories
Industry Biotechnology
Experience
Bio-Rad Laboratories October 2014 - Present
Amyris Inc December 2013 - September 2014
Chevron Federal Credit Union July 2010 - December 2013
Charles Schwab November 2003 - July 2010
GALLINA LLP November 1998 - November 2003
Walker Interactive Systems November 1995 - November 1998
Skills
Revenue Recognition, US GAAP, Financial Reporting, Consolidation, Variance Analysis, General Ledger, Internal Controls, GAAP, Fixed Assets, SEC filings, Account Reconciliation, Accounting, Auditing, Forecasting
Education
California State University-Long Beach 1989 — 1993
-Bachelor of Science, Business Administration, Major: Accounting, Accounting
Santa Monica College 1987 — 1989
Bachelor of Science (BS), Accounting
Bio-Rad Laboratories October 2014 - Present
Amyris Inc December 2013 - September 2014
Chevron Federal Credit Union July 2010 - December 2013
Charles Schwab November 2003 - July 2010
GALLINA LLP November 1998 - November 2003
Walker Interactive Systems November 1995 - November 1998
Skills
Revenue Recognition, US GAAP, Financial Reporting, Consolidation, Variance Analysis, General Ledger, Internal Controls, GAAP, Fixed Assets, SEC filings, Account Reconciliation, Accounting, Auditing, Forecasting
Education
California State University-Long Beach 1989 — 1993
-Bachelor of Science, Business Administration, Major: Accounting, Accounting
Santa Monica College 1987 — 1989
Bachelor of Science (BS), Accounting
Raghuram Pulijala Raghuram Pulijala's Charles Schwab Experience September 2010 - June 2011
Job Sr.Software Configuration Manager at nextSource
Industry Telecommunications
Experience
nextSource April 2015 - Present
InComm June 2012 - April 2015
InterCall June 2011 - June 2012
Charles Schwab September 2010 - June 2011
CenturyLink May 2009 - August 2010
Skills
SDLC, QTP, Quality Assurance, Subversion, Java, VBScript, JavaScript, Software Quality..., Test Automation, Test Planning, JIRA, Software Configuration..., Confluence, HP QTP, Jenkins, Shell Scripting, WebLogic, Build Tools, Bamboo, Linux System..., Build Automation, ETL, Data Integration, Pentaho, Kettle, Atlassian JIRA, Crowd, Selenium, Maven2, Performance Testing, SoapUI, Agile Testing, Tomcat, Oracle SQL, MySQL, phpMyAdmin, Apache, Linux, Ruby, Puppet
Education
CSU Sacramento 2007 — 2009
Master's degree, Electrical, Electronics and Communications Engineering, A
Jawaharlal Nehru University 2003 — 2007
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering, A
St.Gabriels High School, Warangal, India 1993 — 1998
nextSource April 2015 - Present
InComm June 2012 - April 2015
InterCall June 2011 - June 2012
Charles Schwab September 2010 - June 2011
CenturyLink May 2009 - August 2010
Skills
SDLC, QTP, Quality Assurance, Subversion, Java, VBScript, JavaScript, Software Quality..., Test Automation, Test Planning, JIRA, Software Configuration..., Confluence, HP QTP, Jenkins, Shell Scripting, WebLogic, Build Tools, Bamboo, Linux System..., Build Automation, ETL, Data Integration, Pentaho, Kettle, Atlassian JIRA, Crowd, Selenium, Maven2, Performance Testing, SoapUI, Agile Testing, Tomcat, Oracle SQL, MySQL, phpMyAdmin, Apache, Linux, Ruby, Puppet
Education
CSU Sacramento 2007 — 2009
Master's degree, Electrical, Electronics and Communications Engineering, A
Jawaharlal Nehru University 2003 — 2007
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering, A
St.Gabriels High School, Warangal, India 1993 — 1998
Brian McCleery Brian McCleery's Charles Schwab Experience December 2014 - Present
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
ACN November 2011 - Present
National Jewish Health April 2013 - December 2014
University of Colorado Hospital April 2010 - February 2013
Video Professor 2008 - 2010
Denver Health December 2005 - November 2008
Allergan 2002 - 2005
Mattel 2000 - 2002
Capita Technologies 1998 - 2000
L-3 Interstate Electronics Corporation 1996 - 1998
Skills
Intranet, IIS, CMS, SharePoint, Portals, Web Servers, ColdFusion, Dreamweaver, Web Applications, HTML, ASP, Databases, Scripting, Programming, JavaScript, Troubleshooting, Web Development, Application Development, Multimedia, SQL, Documentation, SQL Server, Front-end Development, Website Development, Video, Windows, SDLC, Writing, Administration, Visio, Windows Server, Social Networking, Training, Software Documentation, Microsoft SQL Server, System Administration, Integration, Team Leadership, Software Development, Technical Support, Process Improvement, Telecommunications, Front-end, Program Management, Business Process, CSS, Database Design, Operating Systems, Technical Writing, Call Centers
Education
California State University-Los Angeles 1990 — 1993
Broadcasting, Animation, Computer Programming
Saddleback College 1988 — 1990
AA, General Studies
Weber State University
Charles Schwab December 2014 - Present
ACN November 2011 - Present
National Jewish Health April 2013 - December 2014
University of Colorado Hospital April 2010 - February 2013
Video Professor 2008 - 2010
Denver Health December 2005 - November 2008
Allergan 2002 - 2005
Mattel 2000 - 2002
Capita Technologies 1998 - 2000
L-3 Interstate Electronics Corporation 1996 - 1998
Skills
Intranet, IIS, CMS, SharePoint, Portals, Web Servers, ColdFusion, Dreamweaver, Web Applications, HTML, ASP, Databases, Scripting, Programming, JavaScript, Troubleshooting, Web Development, Application Development, Multimedia, SQL, Documentation, SQL Server, Front-end Development, Website Development, Video, Windows, SDLC, Writing, Administration, Visio, Windows Server, Social Networking, Training, Software Documentation, Microsoft SQL Server, System Administration, Integration, Team Leadership, Software Development, Technical Support, Process Improvement, Telecommunications, Front-end, Program Management, Business Process, CSS, Database Design, Operating Systems, Technical Writing, Call Centers
Education
California State University-Los Angeles 1990 — 1993
Broadcasting, Animation, Computer Programming
Saddleback College 1988 — 1990
AA, General Studies
Weber State University
Jack Lorenz Jack Lorenz's Charles Schwab Experience April 2006 - May 2011
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
Connie Wood Connie Wood's Charles Schwab Experience January 2000 - April 2010
Job Curator, Graphic Design
Industry Museums and Institutions
Experience
SFO Museum August 2015 - Present
United Way of the Bay Area September 2010 - Present
Design Consultant Connie Wood Design April 2010 - 2012
Charles Schwab January 2000 - April 2010
Foote, Cone & Belding 1991 - 1999
Skills
Art Direction, Graphic Design, Photo Shoot Direction, Brand Communication, Brand Management, Identity, Web Design, Advertising, Online Marketing, Print Collateral, Corporate Communications, Creative Services, Non-profits, Logo Design, Brand Standards, Adobe Creative Suite, Photography, Collateral, Integrated Marketing, Nonprofits, Marketing Strategy, Creative Direction, Event Planning, Brand Development, Social Media, Marketing, Graphics, Copywriting, Blogging, Branding & Identity, Direct Mail, Corporate Branding, Interaction Design, User Experience, Image Manipulation, Creative Strategy, Corporate Identity, Concept Development, Typography, InDesign, Visual Communication, Interactive Advertising, Layout, Brochures, Posters, Newsletters, Information Design
Education
California State University-Long Beach
BA, Graphic Design
SFO Museum August 2015 - Present
United Way of the Bay Area September 2010 - Present
Design Consultant Connie Wood Design April 2010 - 2012
Charles Schwab January 2000 - April 2010
Foote, Cone & Belding 1991 - 1999
Skills
Art Direction, Graphic Design, Photo Shoot Direction, Brand Communication, Brand Management, Identity, Web Design, Advertising, Online Marketing, Print Collateral, Corporate Communications, Creative Services, Non-profits, Logo Design, Brand Standards, Adobe Creative Suite, Photography, Collateral, Integrated Marketing, Nonprofits, Marketing Strategy, Creative Direction, Event Planning, Brand Development, Social Media, Marketing, Graphics, Copywriting, Blogging, Branding & Identity, Direct Mail, Corporate Branding, Interaction Design, User Experience, Image Manipulation, Creative Strategy, Corporate Identity, Concept Development, Typography, InDesign, Visual Communication, Interactive Advertising, Layout, Brochures, Posters, Newsletters, Information Design
Education
California State University-Long Beach
BA, Graphic Design
Karen Stout Karen Stout's Charles Schwab Experience 2000 - 2003
Job Senior Vice President of Global Human Resources; Arbonne International, LLC
Industry Consumer Goods
Experience
Arbonne International January 2011 - Present
EW Partners, Inc. 2010 - December 2011
Irvine Company Apt. Communities (IAC) 2006 - 2010
Oakwood Worldwide 2005 - 2006
Human Asset Management Group 2003 - 2004
Charles Schwab 2000 - 2003
Transamerica Insurance and Investments 1994 - 2000
Skills
Talent Management, Performance Management, Succession Planning, Human Resources, Employee Engagement, Employee Relations, Organizational..., Personnel Management, Recruiting, HRIS, Strategy, Deferred Compensation, Leadership, Employee Benefits, Training, Change Management, Employee Training, Management, Mergers & Acquisitions, Program Management
Education
California State University-Fullerton
BA, Political Science
Pepperdine University
MBA, Business
Arbonne International January 2011 - Present
EW Partners, Inc. 2010 - December 2011
Irvine Company Apt. Communities (IAC) 2006 - 2010
Oakwood Worldwide 2005 - 2006
Human Asset Management Group 2003 - 2004
Charles Schwab 2000 - 2003
Transamerica Insurance and Investments 1994 - 2000
Skills
Talent Management, Performance Management, Succession Planning, Human Resources, Employee Engagement, Employee Relations, Organizational..., Personnel Management, Recruiting, HRIS, Strategy, Deferred Compensation, Leadership, Employee Benefits, Training, Change Management, Employee Training, Management, Mergers & Acquisitions, Program Management
Education
California State University-Fullerton
BA, Political Science
Pepperdine University
MBA, Business
Celina Ancheta, MBA Celina Ancheta, MBA's Charles Schwab Experience October 2009 - March 2011
Job Senior Project Accountant at PCL Construction
Industry Construction
Experience
PCL Construction August 2015 - Present
Bechtel Corporation February 2015 - August 2015
Bechtel Corporation August 2012 - January 2015
Bechtel Corporation March 2011 - August 2012
Charles Schwab October 2009 - March 2011
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Microsoft Office, Process Improvement, Payroll, Auditing, Budgets, PowerPoint, Risk Management, Microsoft Word, Project Management, Strategic Financial..., Management, Team Leadership, Customer Service, Leadership, Project Planning, SAP
Education
Grand Canyon University 2011 — 2013
MBA, Emphasis in Accounting
California State University-Sacramento 2003 — 2008
Bachelor, Business Finance
PCL Construction August 2015 - Present
Bechtel Corporation February 2015 - August 2015
Bechtel Corporation August 2012 - January 2015
Bechtel Corporation March 2011 - August 2012
Charles Schwab October 2009 - March 2011
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Microsoft Office, Process Improvement, Payroll, Auditing, Budgets, PowerPoint, Risk Management, Microsoft Word, Project Management, Strategic Financial..., Management, Team Leadership, Customer Service, Leadership, Project Planning, SAP
Education
Grand Canyon University 2011 — 2013
MBA, Emphasis in Accounting
California State University-Sacramento 2003 — 2008
Bachelor, Business Finance
Jaime Edwards Jaime Edwards's Charles Schwab Experience February 2014 - Present
Job Manager, Corporate Credit Research
Industry Banking
Experience
Charles Schwab February 2014 - Present
City of Castle Pines January 2013 - January 2014
Federal Reserve Bank of Kansas City 2006 - 2007
Federal Reserve Bank of San Francisco 2004 - 2006
Education
California State University-Long Beach 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Finance
California State University-Long Beach 1999 — 2003
Bachelor of Science (B.S.), Economics
Richmond, The American International University in London 2001 — 2001
European Art and Architecture
Charles Schwab February 2014 - Present
City of Castle Pines January 2013 - January 2014
Federal Reserve Bank of Kansas City 2006 - 2007
Federal Reserve Bank of San Francisco 2004 - 2006
Education
California State University-Long Beach 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Finance
California State University-Long Beach 1999 — 2003
Bachelor of Science (B.S.), Economics
Richmond, The American International University in London 2001 — 2001
European Art and Architecture
Chermaine (Macias) Garrett Chermaine (Macias) Garrett's Charles Schwab Experience April 2015 - Present
Job Senior Business Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2015 - Present
Cisco Systems Inc. 2013 - 2014
Cisco Systems Inc. 2011 - 2013
WebEx 2007 - 2011
Washington Mutual Card Services 2005 - 2007
Lucile Packard Children's Hospital 2004 - 2004
AboveNet 2000 - 2002
AboveNet 1999 - 2000
Skills
Project Management, Program Management, IT Service Management, Vendor Management, ITIL, Service Management, Data Center, Cloud Computing, Virtualization, Team Building, Integration, Diversity & Inclusion, Management, Leadership, Relationship Management, Professional Services, Community Services-..., Deployment, Instant Messaging..., SaaS, Cross-functional Team..., Cisco Technologies, Fraud Prevention, WebEx Conferencing, WebEx Connect, Business Planning, Business Process..., Organizational..., Logistics Management, Change Management, Youth Mentoring, Video Conferencing, System Deployment, Collaborative Leadership
Education
The George Washington University
Project Management Certification
University of Phoenix 1996 — 1998
Master of Arts (MA), Organizational Communication, General
California State University-Sacramento
Communications, Organizational Communications, Minor in Business
Charles Schwab April 2015 - Present
Cisco Systems Inc. 2013 - 2014
Cisco Systems Inc. 2011 - 2013
WebEx 2007 - 2011
Washington Mutual Card Services 2005 - 2007
Lucile Packard Children's Hospital 2004 - 2004
AboveNet 2000 - 2002
AboveNet 1999 - 2000
Skills
Project Management, Program Management, IT Service Management, Vendor Management, ITIL, Service Management, Data Center, Cloud Computing, Virtualization, Team Building, Integration, Diversity & Inclusion, Management, Leadership, Relationship Management, Professional Services, Community Services-..., Deployment, Instant Messaging..., SaaS, Cross-functional Team..., Cisco Technologies, Fraud Prevention, WebEx Conferencing, WebEx Connect, Business Planning, Business Process..., Organizational..., Logistics Management, Change Management, Youth Mentoring, Video Conferencing, System Deployment, Collaborative Leadership
Education
The George Washington University
Project Management Certification
University of Phoenix 1996 — 1998
Master of Arts (MA), Organizational Communication, General
California State University-Sacramento
Communications, Organizational Communications, Minor in Business
Chuck MacLellan Chuck MacLellan's Charles Schwab Experience 1987 - 1995
Job Barista
Industry Food & Beverages
Experience
Peet's Coffee & Tea February 2012 - April 2015
Novato Unified School District 2006 - 2008
Milliman 1997 - 2005
Trilogy Consulting 1995 - 1997
Charles Schwab 1987 - 1995
Crown Zellerbach 1985 - 1987
Bank of America 1978 - 1985
Skills
Barista Training, Customer Service, Inventory Management, Espresso, Food Service, Retail, Coffee, Retail Sales, Store Management, Cashiering, POS, Cash Register, Loss Prevention
Education
California State University-Sacramento 1973 — 1978
Bachelor of Science (B.S.), Computer Science
Westwood High School Westwood, Ma (class of 1968)
Peet's Coffee & Tea February 2012 - April 2015
Novato Unified School District 2006 - 2008
Milliman 1997 - 2005
Trilogy Consulting 1995 - 1997
Charles Schwab 1987 - 1995
Crown Zellerbach 1985 - 1987
Bank of America 1978 - 1985
Skills
Barista Training, Customer Service, Inventory Management, Espresso, Food Service, Retail, Coffee, Retail Sales, Store Management, Cashiering, POS, Cash Register, Loss Prevention
Education
California State University-Sacramento 1973 — 1978
Bachelor of Science (B.S.), Computer Science
Westwood High School Westwood, Ma (class of 1968)
Brian Pierini Brian Pierini's Charles Schwab Experience January 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Senex Services Corp. September 2001 - July 2013
Skills
Microsoft Excel, Process Improvement, Management, New Business Development, Strategic Planning, Sales, Government, Leadership Development, Training, Team Building, Strategy, Team Leadership, Analysis, Time Management, Customer Service, Coaching
Education
California State University-Long Beach
Bachelor of Science, Criminal Justice
Charles Schwab January 2014 - Present
Senex Services Corp. September 2001 - July 2013
Skills
Microsoft Excel, Process Improvement, Management, New Business Development, Strategic Planning, Sales, Government, Leadership Development, Training, Team Building, Strategy, Team Leadership, Analysis, Time Management, Customer Service, Coaching
Education
California State University-Long Beach
Bachelor of Science, Criminal Justice
Cindi Thompson Cindi Thompson's Charles Schwab Experience 1985 - 2003
Job Executive Director at Crafted Kitchen + Prep
Industry Food Production
Experience
Crafted Kitchen + Prep July 2014 - Present
New School of Cooking January 2006 - February 2012
Charles Schwab 1985 - 2003
Skills
Social Media Marketing, Social Media, Public Relations, Business Development, Product Development, Media Relations, Event Planning, Management, Leadership, Blogging, Project Management, Entrepreneurship, Direct Marketing, Integrated Marketing, Sales Management, New Media, Customer Acquisition, Email Marketing, Event Management, Public Speaking, Marketing Communications, Marketing Strategy, Marketing, Brand Development, Strategic Planning, Investments
Education
California State University-Northridge 1979 — 1984
BS, Business Administration - Finance
Crafted Kitchen + Prep July 2014 - Present
New School of Cooking January 2006 - February 2012
Charles Schwab 1985 - 2003
Skills
Social Media Marketing, Social Media, Public Relations, Business Development, Product Development, Media Relations, Event Planning, Management, Leadership, Blogging, Project Management, Entrepreneurship, Direct Marketing, Integrated Marketing, Sales Management, New Media, Customer Acquisition, Email Marketing, Event Management, Public Speaking, Marketing Communications, Marketing Strategy, Marketing, Brand Development, Strategic Planning, Investments
Education
California State University-Northridge 1979 — 1984
BS, Business Administration - Finance
Glen Monroe, AAMS® Glen Monroe, AAMS®'s Charles Schwab Experience May 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab March 2015 - April 2015
Charles Schwab April 2014 - March 2015
Charles Schwab October 2013 - March 2014
Education
UCLA Extension 2015 — 2016
Certified Financial Planner
New England College of Business and Finance 2013 — 2014
Master's degree, Finance, 3.64
California State University-Fullerton 2005 — 2010
Bachelor of Arts (B.A.), History
Charles Schwab May 2015 - Present
Charles Schwab March 2015 - April 2015
Charles Schwab April 2014 - March 2015
Charles Schwab October 2013 - March 2014
Education
UCLA Extension 2015 — 2016
Certified Financial Planner
New England College of Business and Finance 2013 — 2014
Master's degree, Finance, 3.64
California State University-Fullerton 2005 — 2010
Bachelor of Arts (B.A.), History
Matthew Sanchez Matthew Sanchez's Charles Schwab Experience April 2015 - Present
Job Associate Financial Consultant
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab October 2013 - Present
Century Busines Solutions August 2012 - December 2012
Teles Properties August 2011 - August 2012
Investment Property Group September 2010 - January 2012
Education
California State University-Fullerton 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Charles Schwab April 2015 - Present
Charles Schwab October 2013 - Present
Century Busines Solutions August 2012 - December 2012
Teles Properties August 2011 - August 2012
Investment Property Group September 2010 - January 2012
Education
California State University-Fullerton 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Howard L. Green, Jr. Howard L. Green, Jr.'s Charles Schwab Experience April 1999 - December 2004
Job Divisional CFO VP Finance
Industry Information Technology and Services
Experience
HLG Consulting October 2012 - Present
ServiceSource June 2011 - August 2012
Stupksi Foundation March 2010 - June 2011
Genentech August 2005 - June 2009
Charles Schwab April 1999 - December 2004
Autodesk March 1998 - April 1999
Honeywell Aerospace April 1995 - March 1998
Nestle Beverage Company September 1994 - April 1995
United Airlines April 1990 - September 1994
Aerojet August 1986 - April 1990
Skills
Corporate FP&A, Operating Budgets, Capital Budgeting, Contract Negotiation, Long Range Planning, Strategic Planning, Human Resources, Facilities Management, Process Improvement, Problem Solving, Leadership, Mentoring, Financial Analysis, Entrepreneurship, Corporate Finance, Incentive Programs, International Sales, Organizational..., Finance, Team Building, Analytics, Recruiting, Strategy, Management Consulting, Analysis, Due Diligence, G&A, P&L review, P&L Results, Cross-functional Team..., Forecasting, Business Development, Financial Reporting, Financial Services, Negotiation, Business Strategy, Acquisition Integration, Vendor Management, Project Management, Manufacturing, Airline Management, Biotechnology, Nonprofits, Software Development, Aerospace Manufacturing, Transportation, Aircraft Maintenance, Executive Management, Sales Operations, Marketing
Education
California State University-Sacramento
BS, Business Administration
HLG Consulting October 2012 - Present
ServiceSource June 2011 - August 2012
Stupksi Foundation March 2010 - June 2011
Genentech August 2005 - June 2009
Charles Schwab April 1999 - December 2004
Autodesk March 1998 - April 1999
Honeywell Aerospace April 1995 - March 1998
Nestle Beverage Company September 1994 - April 1995
United Airlines April 1990 - September 1994
Aerojet August 1986 - April 1990
Skills
Corporate FP&A, Operating Budgets, Capital Budgeting, Contract Negotiation, Long Range Planning, Strategic Planning, Human Resources, Facilities Management, Process Improvement, Problem Solving, Leadership, Mentoring, Financial Analysis, Entrepreneurship, Corporate Finance, Incentive Programs, International Sales, Organizational..., Finance, Team Building, Analytics, Recruiting, Strategy, Management Consulting, Analysis, Due Diligence, G&A, P&L review, P&L Results, Cross-functional Team..., Forecasting, Business Development, Financial Reporting, Financial Services, Negotiation, Business Strategy, Acquisition Integration, Vendor Management, Project Management, Manufacturing, Airline Management, Biotechnology, Nonprofits, Software Development, Aerospace Manufacturing, Transportation, Aircraft Maintenance, Executive Management, Sales Operations, Marketing
Education
California State University-Sacramento
BS, Business Administration
Chris Candela's Charles Schwab Experience April 2013 - Present
Job Senior Technology Consultant, Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Powers Capital Investments March 2008 - April 2013
Mercury Insurance Group November 2007 - March 2008
Mercury Insurance Group January 2005 - November 2007
Skills
Training & Development, Technical Writing, Curriculum Development, Staff Mentoring, Operations Management, Photoshop, HTML, Website Development, Process Improvement, Documentation, Mentoring, Outlook, PowerPoint, Visio, Excel, Word, Microsoft Office, Business Process..., Business Process, Project Planning, Microsoft Dynamics, NextGen, Learning Portals, Client Portals, Schwab Portfolio Center, Tamarac Advisor Xi, Redtail CRM, Employee Training, Android, iPhone, iPad, Microsoft Excel, Software Documentation, Insurance, Leadership, Microsoft Word, Analysis, Training
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2000
BA, Finance
Charles Schwab April 2013 - Present
Powers Capital Investments March 2008 - April 2013
Mercury Insurance Group November 2007 - March 2008
Mercury Insurance Group January 2005 - November 2007
Skills
Training & Development, Technical Writing, Curriculum Development, Staff Mentoring, Operations Management, Photoshop, HTML, Website Development, Process Improvement, Documentation, Mentoring, Outlook, PowerPoint, Visio, Excel, Word, Microsoft Office, Business Process..., Business Process, Project Planning, Microsoft Dynamics, NextGen, Learning Portals, Client Portals, Schwab Portfolio Center, Tamarac Advisor Xi, Redtail CRM, Employee Training, Android, iPhone, iPad, Microsoft Excel, Software Documentation, Insurance, Leadership, Microsoft Word, Analysis, Training
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2000
BA, Finance
Brad Claussen's Charles Schwab Experience 1993 - 1996
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Fidelity Registered Investment Advisor Group 2002 - 2005
U.S. Trust Corporation 2000 - 2002
Charles Schwab - Schwab Institutional 1996 - 2000
Charles Schwab 1993 - 1996
Lehman Brothers 1992 - 1993
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science, Business Administration
De La Salle High School - Concord CA
Fidelity Investments 2005 - Present
Fidelity Registered Investment Advisor Group 2002 - 2005
U.S. Trust Corporation 2000 - 2002
Charles Schwab - Schwab Institutional 1996 - 2000
Charles Schwab 1993 - 1996
Lehman Brothers 1992 - 1993
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science, Business Administration
De La Salle High School - Concord CA
Jim Macaluso, PMP, MBA Jim Macaluso, PMP, MBA's Charles Schwab Experience September 2002 - September 2008
Job Senior Technical Project Manager at Delta Dental of Washington
Industry Hospital & Health Care
Experience
Delta Dental of Washington October 2013 - December 2014
Delta Dental of Washington June 2013 - December 2013
Eddie Bauer March 2009 - January 2013
Charles Schwab September 2002 - September 2008
Charles Schwab March 2000 - September 2002
Charles Schwab January 1999 - March 2000
Charles Schwab February 1996 - December 1998
SIEMENS/IBM/ROLM Communications January 1990 - February 1996
SIEMENS/IBM/ROLM Communications December 1983 - December 1989
Ford Aerospace January 1982 - December 1983
Skills
Business Analysis, Program Management, Process Improvement, Management, Project Management, Vendor Management, Information Technology..., Cost Reduction..., Technical Leadership, Service Level Management, Asset Managment, Data Center, IT Strategy, Strategy, Asset Management, Business Process
Education
University of California, Berkeley - Walter A. Haas School of Business 1977 — 1979
MBA, Finance
California State University-Sacramento 1972 — 1976
BS, Business Administration & Economics
Delta Dental of Washington October 2013 - December 2014
Delta Dental of Washington June 2013 - December 2013
Eddie Bauer March 2009 - January 2013
Charles Schwab September 2002 - September 2008
Charles Schwab March 2000 - September 2002
Charles Schwab January 1999 - March 2000
Charles Schwab February 1996 - December 1998
SIEMENS/IBM/ROLM Communications January 1990 - February 1996
SIEMENS/IBM/ROLM Communications December 1983 - December 1989
Ford Aerospace January 1982 - December 1983
Skills
Business Analysis, Program Management, Process Improvement, Management, Project Management, Vendor Management, Information Technology..., Cost Reduction..., Technical Leadership, Service Level Management, Asset Managment, Data Center, IT Strategy, Strategy, Asset Management, Business Process
Education
University of California, Berkeley - Walter A. Haas School of Business 1977 — 1979
MBA, Finance
California State University-Sacramento 1972 — 1976
BS, Business Administration & Economics
Ridgeway, Matthew Ridgeway, Matthew's Charles Schwab Experience May 2003 - January 2012
Job Successful Finance Director (seeking new opportunity)
Industry Financial Services
Experience
eHealthInsurance April 2013 - April 2015
Electek July 2012 - February 2013
Charles Schwab May 2003 - January 2012
Charles Schwab September 2000 - April 2003
Charles Schwab March 2000 - August 2000
Charles Schwab July 1999 - March 2000
Charles Schwab January 1998 - June 1999
Charles Schwab May 1996 - December 1997
Charles Schwab May 1996 - April 1997
Coldwell Banker Real Estate January 1990 - September 1994
Skills
Business Objects, Web Intelligence, Microsoft Office, Excel, VBA-Excel, Word, VBA-Word, PowerPoint, Access, SQL, FOCUS, Investor Relations, Forecasting, Business Analysis, Leadership, Strategy, Analysis, Process Improvement, Management, Financial Modeling, Strategic Planning, Financial Analysis, Budgets, Analytics, Cross-functional Team..., Finance
Education
California State University-Fullerton - College of Business and Economics 1982 — 1989
Bachelor of Arts, Business Administration and Economics
eHealthInsurance April 2013 - April 2015
Electek July 2012 - February 2013
Charles Schwab May 2003 - January 2012
Charles Schwab September 2000 - April 2003
Charles Schwab March 2000 - August 2000
Charles Schwab July 1999 - March 2000
Charles Schwab January 1998 - June 1999
Charles Schwab May 1996 - December 1997
Charles Schwab May 1996 - April 1997
Coldwell Banker Real Estate January 1990 - September 1994
Skills
Business Objects, Web Intelligence, Microsoft Office, Excel, VBA-Excel, Word, VBA-Word, PowerPoint, Access, SQL, FOCUS, Investor Relations, Forecasting, Business Analysis, Leadership, Strategy, Analysis, Process Improvement, Management, Financial Modeling, Strategic Planning, Financial Analysis, Budgets, Analytics, Cross-functional Team..., Finance
Education
California State University-Fullerton - College of Business and Economics 1982 — 1989
Bachelor of Arts, Business Administration and Economics
Christine Acosta Christine Acosta's Charles Schwab Experience November 2013 - Present
Job Director Internal Audit at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
LPL Financial June 2011 - November 2013
RSM McGladrey May 2006 - June 2011
Franklin Templeton Investments April 2002 - April 2006
U.S. Notes December 2001 - May 2002
Ernst & Young December 1996 - November 2001
Skills
Auditing, Internal Controls, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, GAAP, Management, Process Improvement, Sarbanes-Oxley, Analysis, Risk Assessment, General Ledger, Banking
Education
California State University-Sacramento 1994 — 1996
Business, Accounting
Charles Schwab November 2013 - Present
LPL Financial June 2011 - November 2013
RSM McGladrey May 2006 - June 2011
Franklin Templeton Investments April 2002 - April 2006
U.S. Notes December 2001 - May 2002
Ernst & Young December 1996 - November 2001
Skills
Auditing, Internal Controls, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, GAAP, Management, Process Improvement, Sarbanes-Oxley, Analysis, Risk Assessment, General Ledger, Banking
Education
California State University-Sacramento 1994 — 1996
Business, Accounting
Eric Hendricks Eric Hendricks's Charles Schwab Experience August 2011 - August 2013
Job USAA Financial Advisor
Industry Financial Services
Experience
USAA August 2013 - Present
Charles Schwab August 2011 - August 2013
COUNTRY ® Financial December 2010 - August 2011
Protection One February 2010 - August 2010
Protection One Inc February 2006 - February 2010
Protection One Inc November 2004 - February 2006
Cyogenic Machinery May 1992 - November 2004
U.S. Army April 1986 - August 1989
Skills
Insurance, Access, Customer Service, Outlook, Mentoring
Education
Regis University 2006 — 2008
MBA, Finance/Accounting
California State University-Northridge 2002 — 2004
BS, Finance
USAA August 2013 - Present
Charles Schwab August 2011 - August 2013
COUNTRY ® Financial December 2010 - August 2011
Protection One February 2010 - August 2010
Protection One Inc February 2006 - February 2010
Protection One Inc November 2004 - February 2006
Cyogenic Machinery May 1992 - November 2004
U.S. Army April 1986 - August 1989
Skills
Insurance, Access, Customer Service, Outlook, Mentoring
Education
Regis University 2006 — 2008
MBA, Finance/Accounting
California State University-Northridge 2002 — 2004
BS, Finance
Brad Melin Brad Melin's Charles Schwab Experience January 2011 - January 2012
Job Workforce Management Professional
Industry Leisure, Travel & Tourism
Experience
BCD Travel January 2012 - Present
Charles Schwab January 2011 - January 2012
CenturyLink June 2007 - March 2010
Embarq Corporation January 2000 - June 2007
Sprint June 1998 - January 2000
Sprint August 1996 - June 1998
Sprint Telecommunications Relay Service February 1994 - August 1996
Skills
Workforce Management, IVR, ACD, Forecasting, Scheduling, Reporting & Analysis, Crystal Reports, Data Analysis
Education
California State University-Sacramento 1983 — 1987
BA Degree, Journalism
BCD Travel January 2012 - Present
Charles Schwab January 2011 - January 2012
CenturyLink June 2007 - March 2010
Embarq Corporation January 2000 - June 2007
Sprint June 1998 - January 2000
Sprint August 1996 - June 1998
Sprint Telecommunications Relay Service February 1994 - August 1996
Skills
Workforce Management, IVR, ACD, Forecasting, Scheduling, Reporting & Analysis, Crystal Reports, Data Analysis
Education
California State University-Sacramento 1983 — 1987
BA Degree, Journalism
Harry Johns Harry Johns's Charles Schwab Experience February 2010 - February 2011
Job Retired Senior Project Manager
Industry Information Technology and Services
Experience
Pegasus Project Management Services Senior Project ManagerCharles SchwabAugust 2011 - October 2013
Broadridge Financial May 2011 - July 2011
Charles Schwab February 2010 - February 2011
Lincoln Trust Company February 2005 - December 2009
Intrado June 2004 - January 2005
Computer Associates February 1999 - April 2003
Rocky Flats Enviromental Technology Site July 1980 - September 1998
Skills
MS Project, Management, Software Development, Project Planning, PMO, Project Management, Infrastructure, Business Analysis, Quality Assurance, Agile Methodologies, Primavera P6, Process Improvement, PMP, Leadership, Resource Management, Databases
Education
California State University-Long Beach
BA, Math
Project Management Institute
PMP, Project Management
Pegasus Project Management Services Senior Project ManagerCharles SchwabAugust 2011 - October 2013
Broadridge Financial May 2011 - July 2011
Charles Schwab February 2010 - February 2011
Lincoln Trust Company February 2005 - December 2009
Intrado June 2004 - January 2005
Computer Associates February 1999 - April 2003
Rocky Flats Enviromental Technology Site July 1980 - September 1998
Skills
MS Project, Management, Software Development, Project Planning, PMO, Project Management, Infrastructure, Business Analysis, Quality Assurance, Agile Methodologies, Primavera P6, Process Improvement, PMP, Leadership, Resource Management, Databases
Education
California State University-Long Beach
BA, Math
Project Management Institute
PMP, Project Management
William Emery William Emery's Charles Schwab Experience August 2000 - November 2001
Job Senior Project Leader at Washington University in St. Louis
Industry Information Technology and Services
Experience
Washington University in St. Louis December 2012 - Present
Wells Fargo Advisors August 2011 - July 2012
Wells Fargo Advisors September 2009 - January 2011
SAIC March 2009 - September 2009
Wachovia Securities November 2007 - March 2009
Lockheed Martin March 2006 - November 2007
MetaMatrix April 2005 - January 2006
Anheuser-Busch October 2003 - April 2005
Charles Schwab August 2000 - November 2001
Pivia, Inc. 1999 - 2000
Skills
User Experience, Testing, Test Planning, Software Quality..., Quality Assurance, User Acceptance Testing, Quality Center, SDLC, QTP, Requirements Analysis, Unix, SharePoint, Test Management, HP QTP, Manual Testing, Integration, Regression Testing, Test Automation, Oracle, Software Documentation, System Testing, Test Cases, SQL
Education
California State University-Hayward 1990 — 1992
BS, Computer Science
Washington University in St. Louis December 2012 - Present
Wells Fargo Advisors August 2011 - July 2012
Wells Fargo Advisors September 2009 - January 2011
SAIC March 2009 - September 2009
Wachovia Securities November 2007 - March 2009
Lockheed Martin March 2006 - November 2007
MetaMatrix April 2005 - January 2006
Anheuser-Busch October 2003 - April 2005
Charles Schwab August 2000 - November 2001
Pivia, Inc. 1999 - 2000
Skills
User Experience, Testing, Test Planning, Software Quality..., Quality Assurance, User Acceptance Testing, Quality Center, SDLC, QTP, Requirements Analysis, Unix, SharePoint, Test Management, HP QTP, Manual Testing, Integration, Regression Testing, Test Automation, Oracle, Software Documentation, System Testing, Test Cases, SQL
Education
California State University-Hayward 1990 — 1992
BS, Computer Science
Alison Bomar Alison Bomar's Charles Schwab Experience 2011 - 2013
Job Program/Project Manager, ScrumMaster
Industry Information Technology and Services
Experience
Bank of the West 2015 - 2015
Charles Schwab 2011 - 2013
Wells Fargo Bank September 2009 - December 2010
Charles Schwab 2007 - 2008
Wells Fargo Bank October 2005 - November 2006
Charles Schwab & Co April 2004 - December 2004
CSAA August 2002 - October 2003
Charles Schwab & Co November 1996 - October 2001
U.B. Networks June 1995 - November 1996
California State University, Long Beach 1993 - 1995
Skills
Project Portfolio..., Program Management, Project Management, Enterprise Architecture, Software Project..., Cross-functional Team..., Project Planning, CRM, Project Execution, Staff Management, Program Planning, Program Implementation, Project Implementation, Distributed Team..., Team Management, Agile Project Management, Business Analysis, Agile Methodologies, Software Development, Vendor Management, PMO
Education
California State University-Long Beach 1990 — 1993
Master's degree, Computer Science, 4.00
California State University-Long Beach 1986 — 1990
Bachelor's degree, Computer Science
Bank of the West 2015 - 2015
Charles Schwab 2011 - 2013
Wells Fargo Bank September 2009 - December 2010
Charles Schwab 2007 - 2008
Wells Fargo Bank October 2005 - November 2006
Charles Schwab & Co April 2004 - December 2004
CSAA August 2002 - October 2003
Charles Schwab & Co November 1996 - October 2001
U.B. Networks June 1995 - November 1996
California State University, Long Beach 1993 - 1995
Skills
Project Portfolio..., Program Management, Project Management, Enterprise Architecture, Software Project..., Cross-functional Team..., Project Planning, CRM, Project Execution, Staff Management, Program Planning, Program Implementation, Project Implementation, Distributed Team..., Team Management, Agile Project Management, Business Analysis, Agile Methodologies, Software Development, Vendor Management, PMO
Education
California State University-Long Beach 1990 — 1993
Master's degree, Computer Science, 4.00
California State University-Long Beach 1986 — 1990
Bachelor's degree, Computer Science
Trent Davidson Trent Davidson's Charles Schwab Experience September 2014 - Present
Job Advisor Relationship Specialist in Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
D&S English School January 2012 - Present
Sacramento Credit Union June 2013 - August 2014
Sound Image Entertainment May 2006 - August 2014
Sacramento Credit Union August 2012 - June 2013
LDS Employment Resource Services July 2012 - August 2012
Center for Entrepreneurship September 2011 - December 2011
Taste of Brazil June 2010 - May 2011
U.S. Bank January 2005 - December 2009
Vivint May 2008 - August 2008
Skills
Brazilian Portuguese, Sports Writing, Import Export, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, People Skills, Asking Questions, seeing the best in..., Flexibility, Debate, Sales, Teaching, Team Leadership, Leadership, ESL, Language Teaching, Public Speaking, Entrepreneurship, Marketing, Customer Service, Social Media Marketing, Strategic Planning
Education
California State University 2009 — 2011
Bachelor of Science Degree, Business Administration
California State University-Sacramento 2009 — 2011
Undergrad, Business (Entrepreneurship)
Vacaville High School 1998 — 2001
Diploma, General Education, Spanish, Law
Charles Schwab September 2014 - Present
D&S English School January 2012 - Present
Sacramento Credit Union June 2013 - August 2014
Sound Image Entertainment May 2006 - August 2014
Sacramento Credit Union August 2012 - June 2013
LDS Employment Resource Services July 2012 - August 2012
Center for Entrepreneurship September 2011 - December 2011
Taste of Brazil June 2010 - May 2011
U.S. Bank January 2005 - December 2009
Vivint May 2008 - August 2008
Skills
Brazilian Portuguese, Sports Writing, Import Export, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, People Skills, Asking Questions, seeing the best in..., Flexibility, Debate, Sales, Teaching, Team Leadership, Leadership, ESL, Language Teaching, Public Speaking, Entrepreneurship, Marketing, Customer Service, Social Media Marketing, Strategic Planning
Education
California State University 2009 — 2011
Bachelor of Science Degree, Business Administration
California State University-Sacramento 2009 — 2011
Undergrad, Business (Entrepreneurship)
Vacaville High School 1998 — 2001
Diploma, General Education, Spanish, Law
Steve Pulido Steve Pulido's Charles Schwab Experience 2004 - 2007
Job Vice President Digital Product Management and Strategic Planning at Wells Fargo
Industry Computer Software
Experience
Wells Fargo July 2015 - Present
Advent Software 2013 - 2015
Advent Software 2007 - 2012
Charles Schwab 2004 - 2007
Advent Software 1998 - 2004
Charles Schwab 1995 - 1998
Skills
Order Management, Compliance, Trading, Business Analysis, Customer Relations, Enterprise Software, Market Research, SaaS, Cloud-based, Product Management, Feature Prioritization, Product Road Mapping, Product Leadership, Pragmatic Marketing..., Defining Product..., Roadmap Creation, Business Development, Fixed Income, Financial Services, Portfolio Management, Equities, Customer Service, Electronic Trading, Securities, Project Management, Product Launch, Professional Services, Product Marketing, Cloud Computing, Leadership, Analytics
Education
UC Berkeley Center for Executive Education 2010 — 2010
California State University-Sacramento
BA
Wells Fargo July 2015 - Present
Advent Software 2013 - 2015
Advent Software 2007 - 2012
Charles Schwab 2004 - 2007
Advent Software 1998 - 2004
Charles Schwab 1995 - 1998
Skills
Order Management, Compliance, Trading, Business Analysis, Customer Relations, Enterprise Software, Market Research, SaaS, Cloud-based, Product Management, Feature Prioritization, Product Road Mapping, Product Leadership, Pragmatic Marketing..., Defining Product..., Roadmap Creation, Business Development, Fixed Income, Financial Services, Portfolio Management, Equities, Customer Service, Electronic Trading, Securities, Project Management, Product Launch, Professional Services, Product Marketing, Cloud Computing, Leadership, Analytics
Education
UC Berkeley Center for Executive Education 2010 — 2010
California State University-Sacramento
BA
Tamara Blue's Charles Schwab Experience April 2008 - Present
Job Vice President, Financial Consultant, AAMS
Industry Financial Services
Experience
Charles Schwab April 2008 - Present
Charles Schwab August 1999 - April 2008
Prudential Securities 1997 - 1999
Clorox Company 1996 - 1998
Del Monte Foods 1995 - 1997
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
Bachelor of Science (BS), Business with Finance emphasis
College for Financial Planning
AAMS, Financial Planning
Charles Schwab April 2008 - Present
Charles Schwab August 1999 - April 2008
Prudential Securities 1997 - 1999
Clorox Company 1996 - 1998
Del Monte Foods 1995 - 1997
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
Bachelor of Science (BS), Business with Finance emphasis
College for Financial Planning
AAMS, Financial Planning
Mike Mova Mike Mova's Charles Schwab Experience 1990 - 2001
Job Shortsale, Foreclosure & R.E. Notes at Cosmova Real Estate Solutions
Industry Real Estate
Experience
Cosmova Real Estate Solutions 2006 - Present
Cosmova Enterprises, LLC. October 2006 - March 2011
World Financial Group (WFG) 2009 - 2010
Charles Schwab 1990 - 2001
San Mateo County 1988 - 1994
Skills
REO, Real Estate, Investment Properties, Investors, Real Estate Transactions, Foreclosures, Short Sales, Entrepreneurship, Property Management, Small Business, Residential Homes, Sellers, Investments, Selling, Commercial Real Estate, Property, Negotiation, Sales
Education
Shortsale Riches by Chris McLaughlin 2006 — 2009
Distressed Real Estate Specialist, Foreclosure prevention & Shortsale Specialist
California State University-Northridge 1990 — 1994
B.S., Computer Science
Cosmova Real Estate Solutions 2006 - Present
Cosmova Enterprises, LLC. October 2006 - March 2011
World Financial Group (WFG) 2009 - 2010
Charles Schwab 1990 - 2001
San Mateo County 1988 - 1994
Skills
REO, Real Estate, Investment Properties, Investors, Real Estate Transactions, Foreclosures, Short Sales, Entrepreneurship, Property Management, Small Business, Residential Homes, Sellers, Investments, Selling, Commercial Real Estate, Property, Negotiation, Sales
Education
Shortsale Riches by Chris McLaughlin 2006 — 2009
Distressed Real Estate Specialist, Foreclosure prevention & Shortsale Specialist
California State University-Northridge 1990 — 1994
B.S., Computer Science
Earl King Earl King's Charles Schwab Experience July 1992 - July 2004
Job Internal Advisory Consultant at National Planning Holding, INC
Industry Financial Services
Experience
National Planning Holding, INC February 2014 - Present
Jackson National Life Distributors, LLC February 2012 - February 2013
National-Louis University October 2009 - December 2012
US CENSUS January 2009 - September 2010
Fidelity Investments August 2004 - February 2008
Sacramento Youth Symphony 2005 - 2007
Charles Schwab July 1992 - July 2004
Skills
Sales Management, Investments, Strategic Planning, Customer Relations, Customer Service, New Business Development, Team Building, Public Speaking, Team Management, Problem Solving, Strategy, Recruiting, Management, Leadership, Performance Management, Coaching, Financial Services, Program Management, Project Management, Mutual Funds, Sales
Education
California State University-Sacramento 2005 — 2007
EMBA, Business
Chicago State University 1989 — 1992
B.A, General Studies
National Planning Holding, INC February 2014 - Present
Jackson National Life Distributors, LLC February 2012 - February 2013
National-Louis University October 2009 - December 2012
US CENSUS January 2009 - September 2010
Fidelity Investments August 2004 - February 2008
Sacramento Youth Symphony 2005 - 2007
Charles Schwab July 1992 - July 2004
Skills
Sales Management, Investments, Strategic Planning, Customer Relations, Customer Service, New Business Development, Team Building, Public Speaking, Team Management, Problem Solving, Strategy, Recruiting, Management, Leadership, Performance Management, Coaching, Financial Services, Program Management, Project Management, Mutual Funds, Sales
Education
California State University-Sacramento 2005 — 2007
EMBA, Business
Chicago State University 1989 — 1992
B.A, General Studies
Grace Jerman Grace Jerman's Charles Schwab Experience 1998 - 2002
Job Talent Acquisition Advisor at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation October 2014 - May 2015
AIG September 2013 - February 2014
CIT July 2011 - June 2013
FEDERAL RESERVE BANK OF NY and AXA EQUITABLE LIFE INSURANCE March 2010 - March 2011
Citi August 2006 - September 2009
BANK of NY, JOHNSON & JOHNSON, MELLON FINANCIAL and CITI 2003 - 2006
Charles Schwab 1998 - 2002
KPMG Peat Marwick 1997 - 1998
Panalpina 1992 - 1996
Skills
Program Development, Project Management, Performance Management, Talent Management, Recruiting, Program Management, Training, Employee Relations, Coaching, Human Resources, Career Development, Sourcing, Talent Acquisition, Temporary Placement, Leadership, Management, Analysis
Education
Columbia University Teachers College 2001 — 2003
MA, Organizational Psychology
California State University-Fullerton 1988 — 1990
BA, Psychology
High School
The Depository Trust & Clearing Corporation October 2014 - May 2015
AIG September 2013 - February 2014
CIT July 2011 - June 2013
FEDERAL RESERVE BANK OF NY and AXA EQUITABLE LIFE INSURANCE March 2010 - March 2011
Citi August 2006 - September 2009
BANK of NY, JOHNSON & JOHNSON, MELLON FINANCIAL and CITI 2003 - 2006
Charles Schwab 1998 - 2002
KPMG Peat Marwick 1997 - 1998
Panalpina 1992 - 1996
Skills
Program Development, Project Management, Performance Management, Talent Management, Recruiting, Program Management, Training, Employee Relations, Coaching, Human Resources, Career Development, Sourcing, Talent Acquisition, Temporary Placement, Leadership, Management, Analysis
Education
Columbia University Teachers College 2001 — 2003
MA, Organizational Psychology
California State University-Fullerton 1988 — 1990
BA, Psychology
High School
Dalia Wood, CFP, EA's Charles Schwab Experience 1999 - 2005
Job Certified Financial Planner, Enrolled Agent
Industry Financial Services
Experience
Wood Planning LLC January 2006 - Present
Master Gardeners of San Mateo and San Francisco Counties 2008 - Present
UC Santa Cruz April 2008 - July 2013
Charles Schwab 1999 - 2005
Skills
Financial Planning, Accounting, Tax, Teaching, Writing, Strategic Financial..., Investments, Small Business, Income Tax, Financial Planners, Tax Preparation, Portfolio Management, Financial Analysis, Financial Statements, Financial Reporting, Bookkeeping
Education
California State University-Fullerton
B.S.
University of California, Berkeley
M.A.
Wood Planning LLC January 2006 - Present
Master Gardeners of San Mateo and San Francisco Counties 2008 - Present
UC Santa Cruz April 2008 - July 2013
Charles Schwab 1999 - 2005
Skills
Financial Planning, Accounting, Tax, Teaching, Writing, Strategic Financial..., Investments, Small Business, Income Tax, Financial Planners, Tax Preparation, Portfolio Management, Financial Analysis, Financial Statements, Financial Reporting, Bookkeeping
Education
California State University-Fullerton
B.S.
University of California, Berkeley
M.A.
Jim Nickerson Jim Nickerson's Charles Schwab Experience 2002 - 2005
Job Senior Systems Administrator at FriendFinder Networks, Inc.
Industry Information Technology and Services
Experience
FriendFinder Networks, Inc. May 2012 - Present
NASA AMES September 2009 - Present
Intelligent Consulting Services January 1995 - Present
eBay 2009 - 2009
Carrier IQ 2008 - 2009
Looksmart Inc. 2007 - 2008
Charles Schwab 2002 - 2005
Wells Fargo Bank 1998 - 2000
Skills
Linux, Servers, Unix, Solaris, Cisco Technologies, Operating Systems, Zabbix, DNS, Cacti, Networking, IT Management, System Administration, MySQL, TCP/IP, Network Administration, CentOS, High Availability, Troubleshooting, Windows, Nagios, Shell Scripting, Data Center, Software Documentation, Storage, System Deployment, VMware ESX, Network Security
Education
California State University-Los Angeles 1982 — 1986
BS, Computer Science / Technology
FriendFinder Networks, Inc. May 2012 - Present
NASA AMES September 2009 - Present
Intelligent Consulting Services January 1995 - Present
eBay 2009 - 2009
Carrier IQ 2008 - 2009
Looksmart Inc. 2007 - 2008
Charles Schwab 2002 - 2005
Wells Fargo Bank 1998 - 2000
Skills
Linux, Servers, Unix, Solaris, Cisco Technologies, Operating Systems, Zabbix, DNS, Cacti, Networking, IT Management, System Administration, MySQL, TCP/IP, Network Administration, CentOS, High Availability, Troubleshooting, Windows, Nagios, Shell Scripting, Data Center, Software Documentation, Storage, System Deployment, VMware ESX, Network Security
Education
California State University-Los Angeles 1982 — 1986
BS, Computer Science / Technology
Rui dos Remedios Rui dos Remedios's Charles Schwab Experience March 2012 - Present
Job Senior Institutional Investment Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Charles Schwab January 2007 - February 2012
Charles Schwab November 2004 - December 2006
Charles Schwab May 2000 - November 2004
The J.M. Smucker Company May 1998 - May 2000
The J.M. Smucker Company November 1994 - May 1998
Grant Thornton LLP January 1992 - September 1994
Skills
Asset Allocation, Series 7, Investments, Retirement, 401k, Mutual Funds, Investment Strategies, Investment Advisory, Investment Policy, Institutional, Portfolios, Series 63, Due Diligence, Institutional Investors, Financial Markets, Institutional..., Insurance, Portfolio Management, Risk Management, Alternative Investments, Pensions
Education
California State University-Hayward - School of Business and Economics 1987 — 1992
Bachelor of Science, Business Administration; Accounting Option
Moreau Catholic High School 1982 — 1986
High School Diploma
Charles Schwab March 2012 - Present
Charles Schwab January 2007 - February 2012
Charles Schwab November 2004 - December 2006
Charles Schwab May 2000 - November 2004
The J.M. Smucker Company May 1998 - May 2000
The J.M. Smucker Company November 1994 - May 1998
Grant Thornton LLP January 1992 - September 1994
Skills
Asset Allocation, Series 7, Investments, Retirement, 401k, Mutual Funds, Investment Strategies, Investment Advisory, Investment Policy, Institutional, Portfolios, Series 63, Due Diligence, Institutional Investors, Financial Markets, Institutional..., Insurance, Portfolio Management, Risk Management, Alternative Investments, Pensions
Education
California State University-Hayward - School of Business and Economics 1987 — 1992
Bachelor of Science, Business Administration; Accounting Option
Moreau Catholic High School 1982 — 1986
High School Diploma
Fred Pioro Fred Pioro's Charles Schwab Experience May 2006 - Present
Job Team Manager at
Industry Financial Services
Experience
Valley of the Sun YMCA January 2013 - Present
Charles Schwab May 2006 - Present
Edward Jones October 2005 - April 2006
UBS November 2004 - September 2005
Pier 1 Imports June 2003 - November 2004
The Bombay Company October 1995 - May 2003
Education
California State University-Northridge
Pierce College
Valley of the Sun YMCA January 2013 - Present
Charles Schwab May 2006 - Present
Edward Jones October 2005 - April 2006
UBS November 2004 - September 2005
Pier 1 Imports June 2003 - November 2004
The Bombay Company October 1995 - May 2003
Education
California State University-Northridge
Pierce College
Susan J. Dorey's Charles Schwab Experience July 2006 - December 2007
Job Information Architect and Technical Writer actively looking for next contract
Industry Information Technology and Services
Experience
Roots of Peace September 2013 - April 2014
nScaled, Inc. April 2013 - August 2013
Bank of the West August 2012 - March 2013
Wells Fargo Bank March 2011 - June 2012
Trion Worlds, Inc. September 2010 - October 2010
Gap Inc. August 2009 - October 2009
Susan Dorey Designs January 2006 - August 2009
Nokia October 2008 - April 2009
Charles Schwab July 2006 - December 2007
MeeVee, Inc. May 2006 - June 2006
Skills
SharePoint, Project Management, Software Documentation, Information Architecture, Databases, Management, Web Applications, Disaster Recovery, Strategy, Software Design, SDLC, Business Analysis, Business Requirements, Requirements Analysis, Visio, Data Modeling, UML, Requirements Gathering, Oracle, Agile Methodologies, Technical Writing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1977 — 1979
MBA
California State University-Long Beach 1964 — 1973
BA
Institute for Certification of Computer Professionals
CDP, Certificate in Data Processing
Roots of Peace September 2013 - April 2014
nScaled, Inc. April 2013 - August 2013
Bank of the West August 2012 - March 2013
Wells Fargo Bank March 2011 - June 2012
Trion Worlds, Inc. September 2010 - October 2010
Gap Inc. August 2009 - October 2009
Susan Dorey Designs January 2006 - August 2009
Nokia October 2008 - April 2009
Charles Schwab July 2006 - December 2007
MeeVee, Inc. May 2006 - June 2006
Skills
SharePoint, Project Management, Software Documentation, Information Architecture, Databases, Management, Web Applications, Disaster Recovery, Strategy, Software Design, SDLC, Business Analysis, Business Requirements, Requirements Analysis, Visio, Data Modeling, UML, Requirements Gathering, Oracle, Agile Methodologies, Technical Writing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1977 — 1979
MBA
California State University-Long Beach 1964 — 1973
BA
Institute for Certification of Computer Professionals
CDP, Certificate in Data Processing
Dean Bourloukas Dean Bourloukas's Charles Schwab Experience 1999 - 2001
Job Senior Systems Engineer
Industry Information Technology and Services
Lynette White Lynette White's Charles Schwab Experience 2003 - 2004
Job Sr. Business Analyst at Hobbs | Madison, Inc.
Industry Health, Wellness and Fitness
Experience
Hobbs Madison, Inc. September 2014 - Present
Vemma August 2013 - Present
Wells Fargo November 2005 - May 2014
LMW Consulting, Inc. January 1998 - December 2011
Independent Representative Arbonne 2007 - 2010
Charles Schwab 2003 - 2004
Hogan systems October 1991 - December 2001
Skills
Public Speaking, Strategic Planning, Team Building, Marketing, Customer Service, Entrepreneurship, Small Business, Microsoft Excel, Business Analysis, Microsoft Office, Sales, Coaching, Visio, Marketing Strategy, Research, Training, Project Management, PowerPoint, Microsoft Word, Social Networking, Team Leadership, Social Media Marketing, Management, Leadership
Education
Butte community college 1997 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
California State University-Long Beach 1976 — 1977
Physical Education
Hobbs Madison, Inc. September 2014 - Present
Vemma August 2013 - Present
Wells Fargo November 2005 - May 2014
LMW Consulting, Inc. January 1998 - December 2011
Independent Representative Arbonne 2007 - 2010
Charles Schwab 2003 - 2004
Hogan systems October 1991 - December 2001
Skills
Public Speaking, Strategic Planning, Team Building, Marketing, Customer Service, Entrepreneurship, Small Business, Microsoft Excel, Business Analysis, Microsoft Office, Sales, Coaching, Visio, Marketing Strategy, Research, Training, Project Management, PowerPoint, Microsoft Word, Social Networking, Team Leadership, Social Media Marketing, Management, Leadership
Education
Butte community college 1997 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
California State University-Long Beach 1976 — 1977
Physical Education
John Kennick, PMP John Kennick, PMP's Charles Schwab Experience August 2000 - December 2002
Job Project Manager at Chevron
Industry Management Consulting
Experience
Chevron January 2012 - Present
BlackRock January 2011 - January 2012
Silicon Valley Bank March 2010 - December 2010
BlackRock April 2009 - March 2010
Federal Home Loan Bank of San Francisco July 2008 - December 2008
Barclays Global Investors October 2006 - June 2008
Wells Fargo June 2003 - October 2006
Charles Schwab August 2000 - December 2002
Skills
Business Process..., Vendor Management, Project Management, IT Project & Program..., Communication, Team Building, Change Management, Problem Solving, Business Analysis, Business Process, Cross-functional Team..., Integration, Leadership, Management, Outsourcing, PMO, Process Improvement, Program Management, Project Planning, Project Portfolio..., Quality Assurance, Risk Management, SDLC, Strategy, Testing, Training
Education
California State University-Hayward - School of Business and Economics
BS, Finance
Serra High
Chevron January 2012 - Present
BlackRock January 2011 - January 2012
Silicon Valley Bank March 2010 - December 2010
BlackRock April 2009 - March 2010
Federal Home Loan Bank of San Francisco July 2008 - December 2008
Barclays Global Investors October 2006 - June 2008
Wells Fargo June 2003 - October 2006
Charles Schwab August 2000 - December 2002
Skills
Business Process..., Vendor Management, Project Management, IT Project & Program..., Communication, Team Building, Change Management, Problem Solving, Business Analysis, Business Process, Cross-functional Team..., Integration, Leadership, Management, Outsourcing, PMO, Process Improvement, Program Management, Project Planning, Project Portfolio..., Quality Assurance, Risk Management, SDLC, Strategy, Testing, Training
Education
California State University-Hayward - School of Business and Economics
BS, Finance
Serra High
Michael DeNinno PMP Michael DeNinno PMP's Charles Schwab Experience 2012 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Charles Schwab 2012 - Present
Charles Schwab February 2014 - December 2014
Charles Schwab 2008 - 2012
Charles Schwab 2007 - 2008
Charles Schwab 2001 - 2006
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Charles Schwab August 1996 - December 1997
Charles Schwab January 1996 - July 1996
Skills
Project Management, SDLC, Visio, Vendor Management, Process Improvement, PMP, Program Management, Business Analysis, MS Project, PMO, Project Portfolio..., Project Planning, Project Delivery, IT Management, Management, Integration, Leadership, Business Process, IT Strategy, Requirements Analysis, Technical Support, Databases
Education
California State University-Sacramento 1988 — 1991
Bachelor of Business Administration (BBA), Information Technology
CA State University, Sacramento 1988 — 1990
Bachelor of Business (IT Concentration), Business Administration and Management, General
Charles Schwab 2012 - Present
Charles Schwab February 2014 - December 2014
Charles Schwab 2008 - 2012
Charles Schwab 2007 - 2008
Charles Schwab 2001 - 2006
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Charles Schwab August 1996 - December 1997
Charles Schwab January 1996 - July 1996
Skills
Project Management, SDLC, Visio, Vendor Management, Process Improvement, PMP, Program Management, Business Analysis, MS Project, PMO, Project Portfolio..., Project Planning, Project Delivery, IT Management, Management, Integration, Leadership, Business Process, IT Strategy, Requirements Analysis, Technical Support, Databases
Education
California State University-Sacramento 1988 — 1991
Bachelor of Business Administration (BBA), Information Technology
CA State University, Sacramento 1988 — 1990
Bachelor of Business (IT Concentration), Business Administration and Management, General
Kai Kelley Kai Kelley's Charles Schwab Experience March 1997 - July 2001
Job Portfolio Administrator at Elements Financial Group, LLC
Industry Financial Services
Experience
The Elements Financial Group, LLC 2012 - Present
Grubb & Ellis May 2002 - February 2012
Grubb & Ellis 2002 - 2011
Wells Fargo August 2001 - May 2002
Charles Schwab March 1997 - July 2001
Skills
Series 7, Series 66, Series 24, Alternative Investments, Customer Service, Brokerage, Operations, Financial Advisory, Investments, CRM, Securities, Investor Relations, Series 63, Asset Management, FINRA, Uniform Combined State..., Portfolio Management, Investment Advisory, Mutual Funds, Financial Analysis, Financial Services
Education
California State University-Northridge
B.A. in Psychology
The Elements Financial Group, LLC 2012 - Present
Grubb & Ellis May 2002 - February 2012
Grubb & Ellis 2002 - 2011
Wells Fargo August 2001 - May 2002
Charles Schwab March 1997 - July 2001
Skills
Series 7, Series 66, Series 24, Alternative Investments, Customer Service, Brokerage, Operations, Financial Advisory, Investments, CRM, Securities, Investor Relations, Series 63, Asset Management, FINRA, Uniform Combined State..., Portfolio Management, Investment Advisory, Mutual Funds, Financial Analysis, Financial Services
Education
California State University-Northridge
B.A. in Psychology
Ken Benedict, CFP® Ken Benedict, CFP®'s Charles Schwab Experience June 2013 - February 2015
Job Branch Manager Woodland Hills, CA
Industry Financial Services
Experience
Pure Financial Advisors, Inc. February 2015 - Present
Charles Schwab June 2013 - February 2015
One Capital Management, LLC February 2011 - June 2013
DAAT Asset Management June 2008 - January 2011
Fremont Investment & Loan September 2002 - December 2007
Charles Schwab & Co., Inc. February 1994 - September 2002
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts, Financial Management
Canyon High School
Pure Financial Advisors, Inc. February 2015 - Present
Charles Schwab June 2013 - February 2015
One Capital Management, LLC February 2011 - June 2013
DAAT Asset Management June 2008 - January 2011
Fremont Investment & Loan September 2002 - December 2007
Charles Schwab & Co., Inc. February 1994 - September 2002
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts, Financial Management
Canyon High School
patty hemstreet patty hemstreet's Charles Schwab Experience 2008 - December 2009
Job Workday Workday is seeking functional specialists to join our support team! Check out career opportunities
Industry Human Resources
Experience
Workday November 2012 - Present
Juniper Networks January 2011 - November 2012
Charles Schwab 2008 - December 2009
Ravix Group February 2008 - March 2008
Charles Schwab September 2007 - February 2008
Beceem Communications November 2006 - September 2007
National Semiconductor November 2005 - November 2006
Novellus 2005 - 2005
KRCR - TV 2002 - 2004
Yahoo! 1998 - 2001
Skills
HRIS, Onboarding, Employee Relations, Applicant Tracking..., Human Resources, Employee Benefits, PeopleSoft, Process Improvement, Project Management, Software Documentation, HR Policies, Payroll, Management, System Administration, Analysis
Education
California State University-Hayward - School of Business and Economics
BSBA
De Anza College
AS
Workday November 2012 - Present
Juniper Networks January 2011 - November 2012
Charles Schwab 2008 - December 2009
Ravix Group February 2008 - March 2008
Charles Schwab September 2007 - February 2008
Beceem Communications November 2006 - September 2007
National Semiconductor November 2005 - November 2006
Novellus 2005 - 2005
KRCR - TV 2002 - 2004
Yahoo! 1998 - 2001
Skills
HRIS, Onboarding, Employee Relations, Applicant Tracking..., Human Resources, Employee Benefits, PeopleSoft, Process Improvement, Project Management, Software Documentation, HR Policies, Payroll, Management, System Administration, Analysis
Education
California State University-Hayward - School of Business and Economics
BSBA
De Anza College
AS
David Knos's Charles Schwab Experience July 2010 - February 2015
Job Sales Professional
Industry Financial Services
Experience
Charles Schwab July 2010 - February 2015
Charles Schwab September 2008 - July 2010
Wilmington Finance January 2003 - February 2006
Centex Homes November 2001 - February 2003
Charles Schwab December 1995 - November 2001
Skills
Process Improvement, Project Management, Business Analysis, Retirement Planning, Financial Services, Portfolio Management, Banking, Strategy, Investments, Mutual Funds, Sales, Trading, Asset Management, Customer Service, Risk Management, Team Building, Management, Leadership, Series 7
Education
Mortgage Education.com 2015 — 2015
Real Estate, A
Florida State University 2009 — 2010
Financial Planning and Services, A
California State University-Long Beach 1992 — 1994
Bachelor of Arts (B.A.), Political Science and Government, A
Golden West College 1989 — 1991
Associate of Arts (AA), Music Theory and Composition
Charles Schwab July 2010 - February 2015
Charles Schwab September 2008 - July 2010
Wilmington Finance January 2003 - February 2006
Centex Homes November 2001 - February 2003
Charles Schwab December 1995 - November 2001
Skills
Process Improvement, Project Management, Business Analysis, Retirement Planning, Financial Services, Portfolio Management, Banking, Strategy, Investments, Mutual Funds, Sales, Trading, Asset Management, Customer Service, Risk Management, Team Building, Management, Leadership, Series 7
Education
Mortgage Education.com 2015 — 2015
Real Estate, A
Florida State University 2009 — 2010
Financial Planning and Services, A
California State University-Long Beach 1992 — 1994
Bachelor of Arts (B.A.), Political Science and Government, A
Golden West College 1989 — 1991
Associate of Arts (AA), Music Theory and Composition
Cheryl Clift's Charles Schwab Experience 1999 - 2002
Job Grad Student and Senior Administrative Assistant
Industry Mental Health Care
Experience
Happy Talkers Foundation for Autism October 2012 - April 2013
School of Imagination and Happy Talkers October 2007 - May 2011
Freelance Projects 1988 - 2010
Charles Schwab 1999 - 2002
Xaos Inc. 1997 - 1998
Paramount Pictures 1995 - 1997
Paramount Pictures 1994 - 1995
Paramount Pictures 1991 - 1994
Skills
Art, Visual Effects, Project Management, Peer Support, Peer Mentoring, Video Production, Photography, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs, Google Calendar, Macintosh, Windows, Macintosh Applications, Photoshop, Creative Writing, Video Editing, Post Production, Television, iMovie, Computer Graphics, Drawing
Education
Pacifica Graduate Institute 2014 — 2017
Masters in Counseling Psychology with an Emphasis in Depth Psychology
California State University-Long Beach
BFA, Photography
Happy Talkers Foundation for Autism October 2012 - April 2013
School of Imagination and Happy Talkers October 2007 - May 2011
Freelance Projects 1988 - 2010
Charles Schwab 1999 - 2002
Xaos Inc. 1997 - 1998
Paramount Pictures 1995 - 1997
Paramount Pictures 1994 - 1995
Paramount Pictures 1991 - 1994
Skills
Art, Visual Effects, Project Management, Peer Support, Peer Mentoring, Video Production, Photography, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs, Google Calendar, Macintosh, Windows, Macintosh Applications, Photoshop, Creative Writing, Video Editing, Post Production, Television, iMovie, Computer Graphics, Drawing
Education
Pacifica Graduate Institute 2014 — 2017
Masters in Counseling Psychology with an Emphasis in Depth Psychology
California State University-Long Beach
BFA, Photography
Erin Hosilyk's Charles Schwab Experience July 2009 - February 2010
Job Internal Communications Professional
Industry Public Relations and Communications
Experience
LinkedIn March 2014 - June 2015
LinkedIn June 2011 - February 2014
Visa February 2010 - May 2011
Charles Schwab July 2009 - February 2010
Barclays Global Investors (now Blackrock) October 2003 - July 2006
Barclays Global Investors (now Blackrock) March 2000 - October 2003
Barclays Global Investors (now Blackrock) June 1999 - March 2000
Barclays Global Investors (now Blackrock) May 1997 - June 1999
Barclays Global Investors (now Blackrock) September 1994 - May 1997
California State University, Long Beach Univ. Relations & Development September 1993 - August 1994
Skills
Internal Communications, Strategic Communications, Corporate Communications, Communication Training, Crisis Communications, Management, Social Media, Public Speaking, Executive Communications, Event Management, Awesomeness, Resilience, Writing and Editing, Building Relationships, Strategic Planning, Team Leadership, Team Management, Global Communications, Communications Planning, Making Coffee, Strategy, Editing
Education
California State University-Long Beach
BA / MA, Organizational Communication
LinkedIn March 2014 - June 2015
LinkedIn June 2011 - February 2014
Visa February 2010 - May 2011
Charles Schwab July 2009 - February 2010
Barclays Global Investors (now Blackrock) October 2003 - July 2006
Barclays Global Investors (now Blackrock) March 2000 - October 2003
Barclays Global Investors (now Blackrock) June 1999 - March 2000
Barclays Global Investors (now Blackrock) May 1997 - June 1999
Barclays Global Investors (now Blackrock) September 1994 - May 1997
California State University, Long Beach Univ. Relations & Development September 1993 - August 1994
Skills
Internal Communications, Strategic Communications, Corporate Communications, Communication Training, Crisis Communications, Management, Social Media, Public Speaking, Executive Communications, Event Management, Awesomeness, Resilience, Writing and Editing, Building Relationships, Strategic Planning, Team Leadership, Team Management, Global Communications, Communications Planning, Making Coffee, Strategy, Editing
Education
California State University-Long Beach
BA / MA, Organizational Communication
Brent B. Threadgill Brent B. Threadgill's Charles Schwab Experience 2000 - 2001
Job Digital Product Development Consultant | Fintech | Wealth Management | Retail
Industry Financial Services
Experience
Threadgill & Company 2012 - Present
U.S. Bank 2014 - 2015
Wells Fargo 2013 - 2014
Interactive Data 2007 - 2012
eSignal, an Interactive Data company 2005 - 2010
eSignal, an Interactive Data company 2003 - 2010
eSignal, an Interactive Data company 2002 - 2010
eSignal, an Interactive Data company 2005 - 2009
eSignal, an Interactive Data company 2002 - 2005
Charles Schwab 2000 - 2001
Skills
Product Management, Product Development, Market Intelligence, SaaS, FinTech, Business Strategy, Wealth Management, Management Consulting, Financial Services, Product Marketing, Strategy, Trading, Strategic Consulting, Business Intelligence, 3rd Party Software..., Market Data, Strategic Roadmaps, Reference Data, Trading Systems, Dividends, Options, 3rd Party Relationships, Enterprise Software, Investments, Equities, Agile Project Management, Life-cycle Management, Strategic Planning, Agile Methodologies, Business Analysis, Online Advertising, Analytics, Offshore Resource..., Management, CRM, Consulting, Finance, Marketing, Electronic Payments, Mobile Payments, E-payments, ACH, Operational Risk..., Regulatory Compliance
Education
University of San Francisco - Masagung Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Finance & Banking
California State University-Long Beach - College of Business Administration 1984 — 1986
Bachelor of Science (BS), Finance
Threadgill & Company 2012 - Present
U.S. Bank 2014 - 2015
Wells Fargo 2013 - 2014
Interactive Data 2007 - 2012
eSignal, an Interactive Data company 2005 - 2010
eSignal, an Interactive Data company 2003 - 2010
eSignal, an Interactive Data company 2002 - 2010
eSignal, an Interactive Data company 2005 - 2009
eSignal, an Interactive Data company 2002 - 2005
Charles Schwab 2000 - 2001
Skills
Product Management, Product Development, Market Intelligence, SaaS, FinTech, Business Strategy, Wealth Management, Management Consulting, Financial Services, Product Marketing, Strategy, Trading, Strategic Consulting, Business Intelligence, 3rd Party Software..., Market Data, Strategic Roadmaps, Reference Data, Trading Systems, Dividends, Options, 3rd Party Relationships, Enterprise Software, Investments, Equities, Agile Project Management, Life-cycle Management, Strategic Planning, Agile Methodologies, Business Analysis, Online Advertising, Analytics, Offshore Resource..., Management, CRM, Consulting, Finance, Marketing, Electronic Payments, Mobile Payments, E-payments, ACH, Operational Risk..., Regulatory Compliance
Education
University of San Francisco - Masagung Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Finance & Banking
California State University-Long Beach - College of Business Administration 1984 — 1986
Bachelor of Science (BS), Finance
Linda Morris Abbott Linda Morris Abbott's Charles Schwab Experience August 2000 - August 2001
Job Participant Services at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Charles Schwab August 2000 - August 2001
Credit Suisse August 1999 - August 2000
Paine Webber January 1997 - August 1999
Waterhouse Securities June 1995 - October 1996
Smith Barney January 1992 - January 1995
Skills
Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Financial Planning, Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Trading, FINRA, Management, Investments, Financial Modeling, Asset Management
Education
California State University-Long Beach
Journalism
University of Southern California
Journalism
Vanguard November 2014 - Present
Charles Schwab August 2000 - August 2001
Credit Suisse August 1999 - August 2000
Paine Webber January 1997 - August 1999
Waterhouse Securities June 1995 - October 1996
Smith Barney January 1992 - January 1995
Skills
Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Financial Planning, Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Trading, FINRA, Management, Investments, Financial Modeling, Asset Management
Education
California State University-Long Beach
Journalism
University of Southern California
Journalism
Desiree Combs, CPA Desiree Combs, CPA's Charles Schwab Experience 2000 - 2003
Job Senior External Reporting Manager at SVB Financial Group / Silicon Valley Bank
Industry Accounting
Experience
SVB Financial Group / Silicon Valley Bank March 2015 - Present
SVB Financial Group / Silicon Valley Bank September 2013 - February 2015
SVB Financial Group / Silicon Valley Bank April 2013 - August 2013
Rural/Metro Corporation April 2012 - April 2013
BDO USA, LLP December 2007 - April 2012
Moss Adams LLP December 2003 - December 2007
Charles Schwab 2000 - 2003
Citibank June 1996 - March 2000
Skills
SEC filings, Auditing, GAAP, US GAAP, CPA, Internal Controls, Sarbanes-Oxley Act, Assurance, Financial Reporting, Accounting, Financial Accounting, Internal Audit, Sarbanes-Oxley, Revenue Recognition, Financial Statements, SEC Filings
Education
California State University-Long Beach - College of Business Administration 1999 — 2003
Bachelor of Science (B.S.), Accountancy
SVB Financial Group / Silicon Valley Bank March 2015 - Present
SVB Financial Group / Silicon Valley Bank September 2013 - February 2015
SVB Financial Group / Silicon Valley Bank April 2013 - August 2013
Rural/Metro Corporation April 2012 - April 2013
BDO USA, LLP December 2007 - April 2012
Moss Adams LLP December 2003 - December 2007
Charles Schwab 2000 - 2003
Citibank June 1996 - March 2000
Skills
SEC filings, Auditing, GAAP, US GAAP, CPA, Internal Controls, Sarbanes-Oxley Act, Assurance, Financial Reporting, Accounting, Financial Accounting, Internal Audit, Sarbanes-Oxley, Revenue Recognition, Financial Statements, SEC Filings
Education
California State University-Long Beach - College of Business Administration 1999 — 2003
Bachelor of Science (B.S.), Accountancy
James R. Jeffra's Charles Schwab Experience March 2014 - July 2015
Job Retail Distribution Strategy at MUFG Union Bank
Industry Real Estate
Experience
MUFG Union Bank July 2015 - Present
Charles Schwab March 2014 - July 2015
Union Bank April 2010 - March 2014
Bank of America March 2005 - July 2009
Washington Mutual July 2001 - March 2005
Virgin Entertainment Group April 2000 - July 2001
Skills
Vendor Management, Market Analysis, Retail Design, Visual Merchandising, Marketing Strategy, Retail, Team Management, Process Improvement, Creative Development, Creative Direction, Market Research, Competitive Analysis, Budgets, Marketing, Advertising, Management, Leadership, Sales, Project Planning
Education
California State University-Northridge 2006 — 2008
MA, Public Administration
California State University-Northridge 2000 — 2008
BA, Corporate & Industrial Media
MUFG Union Bank July 2015 - Present
Charles Schwab March 2014 - July 2015
Union Bank April 2010 - March 2014
Bank of America March 2005 - July 2009
Washington Mutual July 2001 - March 2005
Virgin Entertainment Group April 2000 - July 2001
Skills
Vendor Management, Market Analysis, Retail Design, Visual Merchandising, Marketing Strategy, Retail, Team Management, Process Improvement, Creative Development, Creative Direction, Market Research, Competitive Analysis, Budgets, Marketing, Advertising, Management, Leadership, Sales, Project Planning
Education
California State University-Northridge 2006 — 2008
MA, Public Administration
California State University-Northridge 2000 — 2008
BA, Corporate & Industrial Media
Deborah Sorrill Deborah Sorrill's Charles Schwab Experience April 1999 - April 2009
Job Senior Instructional Designer, M.S. , B.S.E.E.
Industry E-Learning
Experience
PG&E June 2011 - June 2014
Freelance Project April 2011 - August 2011
PG&E Academy December 2009 - March 2011
ASTD Sacramento March 2008 - December 2010
Charles Schwab April 1999 - April 2009
San Francisco State University May 1997 - September 1998
Haukom and Associates March 1995 - April 1996
Skills
Instructional Design, Blended Learning, ADDIE, E-Learning, Learning Theory, Instructional Technology, Web Design, Multimedia Production, ILT, WBT, Articulate Presenter, Information Mapping, Learning Management, SharePoint, Needs Analysis, Performance Support, Captivate, Articulate Storyline, Visio, Adobe Acrobat, SCORM, WebTrends Analytics, Collaboration
Education
University of California, Davis
Bachelor's Degree, Biological Science and Psychology
California State University-Sacramento
Bachelor of Science, Electrical Engineering
San Francisco State University
Master's Degree, Instructional Technology
PG&E June 2011 - June 2014
Freelance Project April 2011 - August 2011
PG&E Academy December 2009 - March 2011
ASTD Sacramento March 2008 - December 2010
Charles Schwab April 1999 - April 2009
San Francisco State University May 1997 - September 1998
Haukom and Associates March 1995 - April 1996
Skills
Instructional Design, Blended Learning, ADDIE, E-Learning, Learning Theory, Instructional Technology, Web Design, Multimedia Production, ILT, WBT, Articulate Presenter, Information Mapping, Learning Management, SharePoint, Needs Analysis, Performance Support, Captivate, Articulate Storyline, Visio, Adobe Acrobat, SCORM, WebTrends Analytics, Collaboration
Education
University of California, Davis
Bachelor's Degree, Biological Science and Psychology
California State University-Sacramento
Bachelor of Science, Electrical Engineering
San Francisco State University
Master's Degree, Instructional Technology
Pamela Pacelli Pamela Pacelli's Charles Schwab Experience 1995 - 1999
Job Director of Development, at UC Davis
Industry Education Management
Experience
UC Davis May 2011 - Present
Five Figs Couture June 2003 - June 2011
Pacelli Consulting Services 2003 - June 2011
Charles Schwab 1995 - 1999
The JET Program July 1988 - July 1989
Skills
Analytical Skills, Social Media, Fundraising, Non-profits, Higher Education, Leadership, Nonprofits, Teaching, Annual Giving, Management, Grant Writing, Marketing, Program Management, Data Analysis, Event Planning, Community Outreach, Team Leadership, Research, Program Development, Volunteer Management, Social Networking, Grants, Leadership Development, Public Speaking
Education
California State University-Sacramento 2009 — 2011
MBA, Business Administration
The Fund Raising School 2011 — 2011
CFRM, Fundraising
University of California, Los Angeles 1983 — 1988
BA, Economics
UC Davis May 2011 - Present
Five Figs Couture June 2003 - June 2011
Pacelli Consulting Services 2003 - June 2011
Charles Schwab 1995 - 1999
The JET Program July 1988 - July 1989
Skills
Analytical Skills, Social Media, Fundraising, Non-profits, Higher Education, Leadership, Nonprofits, Teaching, Annual Giving, Management, Grant Writing, Marketing, Program Management, Data Analysis, Event Planning, Community Outreach, Team Leadership, Research, Program Development, Volunteer Management, Social Networking, Grants, Leadership Development, Public Speaking
Education
California State University-Sacramento 2009 — 2011
MBA, Business Administration
The Fund Raising School 2011 — 2011
CFRM, Fundraising
University of California, Los Angeles 1983 — 1988
BA, Economics
Rebecca Lippe, CMP Rebecca Lippe, CMP's Charles Schwab Experience December 2013 - Present
Job Manager, Regional Events at Charles Schwab
Industry Hospitality
Experience
Charles Schwab December 2013 - Present
W Retreat & Spa, Vieques Island October 2011 - December 2013
W Retreat and Spa, Vieques Island April 2011 - October 2011
Bellagio January 2010 - December 2010
ProSites Inc. August 2008 - October 2009
ProSites Inc. September 2007 - August 2008
KB Home September 2005 - August 2007
Skills
Hospitality, Advertising, Marketing Strategy, Event Management, Marketing Communications, Hotels, Front Office, Trade Shows, Marketing, Management, Public Relations
Education
California State University-Long Beach 1999 — 2004
Interpersonal and Organizational Communication Studies
Charles Schwab December 2013 - Present
W Retreat & Spa, Vieques Island October 2011 - December 2013
W Retreat and Spa, Vieques Island April 2011 - October 2011
Bellagio January 2010 - December 2010
ProSites Inc. August 2008 - October 2009
ProSites Inc. September 2007 - August 2008
KB Home September 2005 - August 2007
Skills
Hospitality, Advertising, Marketing Strategy, Event Management, Marketing Communications, Hotels, Front Office, Trade Shows, Marketing, Management, Public Relations
Education
California State University-Long Beach 1999 — 2004
Interpersonal and Organizational Communication Studies
Don Berger's Charles Schwab Experience 1991 - 1998
Job Entrepreneur, Business Consultant
Industry Capital Markets
Experience
Various September 2008 - Present
WageWorks October 2001 - January 2007
ProBusiness 1998 - 2001
Charles Schwab 1991 - 1998
Skills
Strategic Planning, New Business Development, Account Management, Team Building, Sales Management, Negotiation, Customer Service, Marketing, Mortgage Lending, Underwriting, Vendor Management, Business Strategy, Team Leadership, Salesforce.com, Business Development, Strategic Partnerships, Leadership, Start-ups
Education
California State University-Hayward - School of Business and Economics
BS - Business Administration
Various September 2008 - Present
WageWorks October 2001 - January 2007
ProBusiness 1998 - 2001
Charles Schwab 1991 - 1998
Skills
Strategic Planning, New Business Development, Account Management, Team Building, Sales Management, Negotiation, Customer Service, Marketing, Mortgage Lending, Underwriting, Vendor Management, Business Strategy, Team Leadership, Salesforce.com, Business Development, Strategic Partnerships, Leadership, Start-ups
Education
California State University-Hayward - School of Business and Economics
BS - Business Administration
Aret Aramian Aret Aramian's Charles Schwab Experience November 2009 - November 2010
Job Associate Planner at QLogic
Industry Computer Networking
Experience
QLogic August 2014 - Present
Calnetix Technologies November 2012 - June 2014
MAP Alternative Asset Management Company, LLC August 2011 - November 2012
Charles Schwab November 2009 - November 2010
Morgan Stanley August 2005 - October 2009
Education
California State University-Long Beach 2002 — 2006
Bachelor of Science (BS), Finance
QLogic August 2014 - Present
Calnetix Technologies November 2012 - June 2014
MAP Alternative Asset Management Company, LLC August 2011 - November 2012
Charles Schwab November 2009 - November 2010
Morgan Stanley August 2005 - October 2009
Education
California State University-Long Beach 2002 — 2006
Bachelor of Science (BS), Finance
Brett Frascati Brett Frascati's Charles Schwab Experience March 2008 - April 2010
Job Regional Director at PVG Asset Management Corp.
Industry Financial Services
Experience
PVG Asset Management Corp. September 2014 - Present
Montage Investments March 2013 - September 2014
Waddell & Reed September 2012 - March 2013
Jackson National Life May 2010 - September 2012
Charles Schwab March 2008 - April 2010
Education
California State University-Sacramento 2003 — 2007
Bachelor of Science (B.S.), Finance
National Outdoor Leadership School
Baja Mexico, completed courses in kayaking, backpacking, & sailing
University of Alaska Anchorage 2000 — 2001
Business Administration and Management, General
PVG Asset Management Corp. September 2014 - Present
Montage Investments March 2013 - September 2014
Waddell & Reed September 2012 - March 2013
Jackson National Life May 2010 - September 2012
Charles Schwab March 2008 - April 2010
Education
California State University-Sacramento 2003 — 2007
Bachelor of Science (B.S.), Finance
National Outdoor Leadership School
Baja Mexico, completed courses in kayaking, backpacking, & sailing
University of Alaska Anchorage 2000 — 2001
Business Administration and Management, General
Ron Kloth Ron Kloth's Charles Schwab Experience June 1987 - January 1999
Job Owner, Papago Brewing Company
Industry Food & Beverages
Experience
Papago Brewing Company January 2001 - Present
ECHOtrade LLC 2006 - 2008
Charles Schwab June 1987 - January 1999
Steamboat Ski & Resort Corporation 1984 - 1987
Liberty Government Securities 1986 - 1986
Trafalgar Securities 1985 - 1985
Los Angeles Olympic organizing committee 1984 - 1984
Blinder Robinson 1984 - 1984
US Ski Team 1981 - 1982
Disneyland 1979 - 1980
Skills
Beer, Facebook, Marketing, Event Management, Strategic Planning, Customer Service, Event Planning, Public Speaking, Sales, Social Networking, Food, Social Media Marketing, Retail, Food & Beverage, Social Media, Brand Development, Entrepreneurship, Sales Management, Marketing Strategy, Fundraising, Marketing Communications, Small Business, Online Marketing, Leadership, Account Management, Restaurants, Team Leadership, Team Building, New Business Development, Public Relations, Hospitality, Inventory Management, Advertising
Education
University of Colorado Boulder 1977 — 1982
BS, Recreation
California State University-Long Beach 1979 — 1980
Recreation
Central 1973 — 1977
Papago Brewing Company January 2001 - Present
ECHOtrade LLC 2006 - 2008
Charles Schwab June 1987 - January 1999
Steamboat Ski & Resort Corporation 1984 - 1987
Liberty Government Securities 1986 - 1986
Trafalgar Securities 1985 - 1985
Los Angeles Olympic organizing committee 1984 - 1984
Blinder Robinson 1984 - 1984
US Ski Team 1981 - 1982
Disneyland 1979 - 1980
Skills
Beer, Facebook, Marketing, Event Management, Strategic Planning, Customer Service, Event Planning, Public Speaking, Sales, Social Networking, Food, Social Media Marketing, Retail, Food & Beverage, Social Media, Brand Development, Entrepreneurship, Sales Management, Marketing Strategy, Fundraising, Marketing Communications, Small Business, Online Marketing, Leadership, Account Management, Restaurants, Team Leadership, Team Building, New Business Development, Public Relations, Hospitality, Inventory Management, Advertising
Education
University of Colorado Boulder 1977 — 1982
BS, Recreation
California State University-Long Beach 1979 — 1980
Recreation
Central 1973 — 1977
Sandra Cerda Sandra Cerda's Charles Schwab Experience June 1989 - June 1990
Job Child Care Services at Independent Contractor
Industry Individual & Family Services
Experience
Independent Contractor August 2005 - Present
Houdini Inc 2012 - 2012
McMaster-Carr July 1990 - August 2005
Charles Schwab June 1989 - June 1990
Skills
Customer Satisfaction, Bilingual-English/Spanis..., Oral & Written..., Call Center..., Highly Organized &..., Microsoft Word, Data Entry
Education
California State University-Fullerton 1974 — 1976
General Education, Business Administration, Management and Operations
Independent Contractor August 2005 - Present
Houdini Inc 2012 - 2012
McMaster-Carr July 1990 - August 2005
Charles Schwab June 1989 - June 1990
Skills
Customer Satisfaction, Bilingual-English/Spanis..., Oral & Written..., Call Center..., Highly Organized &..., Microsoft Word, Data Entry
Education
California State University-Fullerton 1974 — 1976
General Education, Business Administration, Management and Operations
George Jay Johnson George Jay Johnson's Charles Schwab Experience April 2001 - August 2004
Job Database Administrator at macys.com
Industry Computer Software
Experience
macys.com January 2012 - Present
TEKsystems July 2011 - January 2012
RBS/Citizens Bank April 2009 - July 2011
Far West Systems, Inc. October 1987 - March 2009
State of Alabama/DHR/SACWIS May 2007 - February 2009
Federal Reserve Bank, San Francisco December 2006 - April 2007
manhattan associates January 2005 - October 2006
Evant January 2005 - October 2006
Charles Schwab April 2001 - August 2004
TEKsystems 2004 - 2004
Skills
Databases, Data Modeling, Database Design, Data Warehousing, DB2, Vertica, Cassandra, ETL, DataStage, Oracle, Performance Tuning, SQL, Hadoop, HBase, Hive, SDLC, Database Administration, Management, Enterprise Architecture, Data Integration, AIX, Business Intelligence, PL/SQL, Web Services, Data Migration, Software Project..., High Availability, Disaster Recovery, Shell Scripting, Solaris, Systems Analysis, Requirements Analysis, Integration, Relational Databases, Business Objects, SQL Tuning, XML, Solution Architecture, Software Development, Unix Shell Scripting, Unix, Agile Methodologies
Education
California State University-Fullerton 2007 — 2009
MS Software Engineering
University of Massachusetts Lowell
BSIT
University of California, Santa Cruz
A&M Consolidated HS 1968 — 1972
macys.com January 2012 - Present
TEKsystems July 2011 - January 2012
RBS/Citizens Bank April 2009 - July 2011
Far West Systems, Inc. October 1987 - March 2009
State of Alabama/DHR/SACWIS May 2007 - February 2009
Federal Reserve Bank, San Francisco December 2006 - April 2007
manhattan associates January 2005 - October 2006
Evant January 2005 - October 2006
Charles Schwab April 2001 - August 2004
TEKsystems 2004 - 2004
Skills
Databases, Data Modeling, Database Design, Data Warehousing, DB2, Vertica, Cassandra, ETL, DataStage, Oracle, Performance Tuning, SQL, Hadoop, HBase, Hive, SDLC, Database Administration, Management, Enterprise Architecture, Data Integration, AIX, Business Intelligence, PL/SQL, Web Services, Data Migration, Software Project..., High Availability, Disaster Recovery, Shell Scripting, Solaris, Systems Analysis, Requirements Analysis, Integration, Relational Databases, Business Objects, SQL Tuning, XML, Solution Architecture, Software Development, Unix Shell Scripting, Unix, Agile Methodologies
Education
California State University-Fullerton 2007 — 2009
MS Software Engineering
University of Massachusetts Lowell
BSIT
University of California, Santa Cruz
A&M Consolidated HS 1968 — 1972
Karl Schwinck's Charles Schwab Experience May 1993 - September 1997
Job Senior Vice PresidentInvestmentsSenior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1999 - Present
Key Investment Services September 1997 - September 1999
Charles Schwab May 1993 - September 1997
Skills
Asset Allocation, Investments, Retirement Planning, Asset Management, Financial Advisory, High Net Worth..., Wealth, Investment Advisory
Education
University of Southern Maine - School of Business 1998 — 2001
MBA, Finance
California State University-Long Beach - College of Business Administration 1987 — 1991
BS, Finance
Wells Fargo Advisors September 1999 - Present
Key Investment Services September 1997 - September 1999
Charles Schwab May 1993 - September 1997
Skills
Asset Allocation, Investments, Retirement Planning, Asset Management, Financial Advisory, High Net Worth..., Wealth, Investment Advisory
Education
University of Southern Maine - School of Business 1998 — 2001
MBA, Finance
California State University-Long Beach - College of Business Administration 1987 — 1991
BS, Finance
Jeannine Carter Jeannine Carter's Charles Schwab Experience July 1999 - July 2002
Job Contracts Analyst
Industry Government Administration
Experience
CA Department of Social Services September 2014 - Present
301 Atlantic, LLC July 2002 - December 2012
Charles Schwab July 1999 - July 2002
Skills
Strategic Financial..., Mutual Funds, Asset Managment, Asset Management, Finance, Wealth Management, Retirement Planning, Securities, Financial Analysis, Risk Management, Financial Services, Retirement, Investment Management, Fixed Income, Estate Planning, Asset Allocation, Financial Planners, Insurance, Banking, Credit, Real Estate, Investments, High Net Worth..., Asset, Investment Advisory..., Wealth, Real Estate Transactions, Real Estate Financing, escrow officer, payoff specialist, title, funder, escrow closer, loan processor, transaction coordinator, 1030 exchange, Mortgage Underwriting, mortgage, Mortgage Lending, Portfolio Management, Real Estate Development, Leadership, Alternative Investments, Due Diligence, Valuation, Financial Risk, bonds, Trade Compliance, AML, Financial Planning
Education
California State University-Los Angeles
BA, Accounting
CA Department of Social Services September 2014 - Present
301 Atlantic, LLC July 2002 - December 2012
Charles Schwab July 1999 - July 2002
Skills
Strategic Financial..., Mutual Funds, Asset Managment, Asset Management, Finance, Wealth Management, Retirement Planning, Securities, Financial Analysis, Risk Management, Financial Services, Retirement, Investment Management, Fixed Income, Estate Planning, Asset Allocation, Financial Planners, Insurance, Banking, Credit, Real Estate, Investments, High Net Worth..., Asset, Investment Advisory..., Wealth, Real Estate Transactions, Real Estate Financing, escrow officer, payoff specialist, title, funder, escrow closer, loan processor, transaction coordinator, 1030 exchange, Mortgage Underwriting, mortgage, Mortgage Lending, Portfolio Management, Real Estate Development, Leadership, Alternative Investments, Due Diligence, Valuation, Financial Risk, bonds, Trade Compliance, AML, Financial Planning
Education
California State University-Los Angeles
BA, Accounting
Jeanette Cereske Jeanette Cereske's Charles Schwab Experience July 1992 - October 1993
Job Training Professional & Animal Cancer Warrior
Industry Market Research
Experience
The Murphee and Sugar Angel Foundtion October 2014 - Present
InsideView, Inc September 2014 - Present
Sugar Rub! February 2013 - Present
American Management Association February 2012 - October 2014
JA Cereske Consulting July 2011 - October 2014
Teachscape June 2013 - July 2014
Williams-Sonoma, Inc. February 2000 - July 2011
Jeanette Aden Skillings October 1993 - February 2000
Charles Schwab July 1992 - October 1993
Citibank February 1990 - July 1992
Skills
Training, Instructional Design, Training Delivery, Instructor-led Training, E-Learning, Program Management, Leadership, Human Resources, Learning Management, Blended Learning, Captivate, Needs Analysis, Organizational..., MBTI, Time Management, Lectora, Soft Skills, Management Development, Training Skills, Presentation Development, Presentation Coaching, Classroom, Technical Training, Course Development, Web-based Training, ADDIE, Management Training, Classroom Instruction, Presentation Preparation, DISC, E-learning Development, Articulate Storyline, Camtasia, SnagIt, Leadership Development, Management, Strategy
Education
California State University-Long Beach
Bachelor of Arts, Liberal Studies Psychology Concentration
The Murphee and Sugar Angel Foundtion October 2014 - Present
InsideView, Inc September 2014 - Present
Sugar Rub! February 2013 - Present
American Management Association February 2012 - October 2014
JA Cereske Consulting July 2011 - October 2014
Teachscape June 2013 - July 2014
Williams-Sonoma, Inc. February 2000 - July 2011
Jeanette Aden Skillings October 1993 - February 2000
Charles Schwab July 1992 - October 1993
Citibank February 1990 - July 1992
Skills
Training, Instructional Design, Training Delivery, Instructor-led Training, E-Learning, Program Management, Leadership, Human Resources, Learning Management, Blended Learning, Captivate, Needs Analysis, Organizational..., MBTI, Time Management, Lectora, Soft Skills, Management Development, Training Skills, Presentation Development, Presentation Coaching, Classroom, Technical Training, Course Development, Web-based Training, ADDIE, Management Training, Classroom Instruction, Presentation Preparation, DISC, E-learning Development, Articulate Storyline, Camtasia, SnagIt, Leadership Development, Management, Strategy
Education
California State University-Long Beach
Bachelor of Arts, Liberal Studies Psychology Concentration
Henry Camacho's Charles Schwab Experience January 2007 - January 2014
Job Founder & CEO at Med Aesthetics Group
Industry Marketing and Advertising
Experience
Med Aesthetics Group September 2014 - Present
Charles Schwab January 2007 - January 2014
eBay Enterprise August 2011 - December 2012
BCBGMAXAZRIAGROUP January 2011 - December 2011
Razorgator March 2010 - June 2011
CarsDirect.com February 2006 - June 2007
EarthLink Business September 1999 - June 2003
Skills
PPC, Affiliate Marketing, Display Advertising, Direct Response, SEM, Online Advertising, Web Analytics, Digital Marketing, SEO, Email Marketing, Google Analytics, Google Adwords, Marketing, E-commerce, Web Marketing, Lead Generation, Copywriting
Education
California State University-Los Angeles 2001 — 2005
Bachelor of Business Administration (BBA), Marketing Management
Stanford University Graduate School of Business 2014 — 2014
Entrepreneurship/Entrepreneurial Studies
Med Aesthetics Group September 2014 - Present
Charles Schwab January 2007 - January 2014
eBay Enterprise August 2011 - December 2012
BCBGMAXAZRIAGROUP January 2011 - December 2011
Razorgator March 2010 - June 2011
CarsDirect.com February 2006 - June 2007
EarthLink Business September 1999 - June 2003
Skills
PPC, Affiliate Marketing, Display Advertising, Direct Response, SEM, Online Advertising, Web Analytics, Digital Marketing, SEO, Email Marketing, Google Analytics, Google Adwords, Marketing, E-commerce, Web Marketing, Lead Generation, Copywriting
Education
California State University-Los Angeles 2001 — 2005
Bachelor of Business Administration (BBA), Marketing Management
Stanford University Graduate School of Business 2014 — 2014
Entrepreneurship/Entrepreneurial Studies
Tim Freeland's Charles Schwab Experience August 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Scottrade August 2012 - August 2015
Skills
Analysis, Finance, Financial Analysis, Investments, Microsoft Excel, Options, Portfolio Management, Sales, Series 63, Mutual Funds, Financial Markets, Series 7, Trading, Equities, ETFs
Education
California State University-Sacramento
Bachelor of Science (B.S.), Finance, General
Charles Schwab August 2015 - Present
Scottrade August 2012 - August 2015
Skills
Analysis, Finance, Financial Analysis, Investments, Microsoft Excel, Options, Portfolio Management, Sales, Series 63, Mutual Funds, Financial Markets, Series 7, Trading, Equities, ETFs
Education
California State University-Sacramento
Bachelor of Science (B.S.), Finance, General
Aaron Remick's Charles Schwab Experience 2002 - 2003
Job Principal at Remick Net
Industry Computer Software
Experience
Adobe Systems May 2009 - April 2014
Innotas July 2008 - April 2009
Wells Fargo May 2005 - July 2008
Sybase Inc. July 2003 - April 2005
Charles Schwab 2002 - 2003
Sybase 2000 - 2001
carclub.com 1999 - 2000
Charles Schwab 1998 - 1999
Octane Software (acquired by Epiphany) 1998 - 1999
Scopus 1997 - 1998
Skills
Java Enterprise Edition, Grails, REST, Web Services, OSGi, Scrum, Agile Methodologies, Databases, SaaS, DevOps, Groovy, Java, MySQL, Hudson, Jenkins, Portals, Build Tools, maven, Apache Sling, Adobe Experience..., Object Oriented Perl, JCR, Gradle, Spring Framework, Hibernate, GORM, Perforce, Git, JUnit, Continuous Integration, Chef, UML, Management, Web Development, Architecture, Perl, Testing, Maven, Software Development, Enterprise Software, CRM, Integration
Education
California State University-Long Beach 1991 — 1995
Computer Science
Piedmont High School 1982 — 1986
Adobe Systems May 2009 - April 2014
Innotas July 2008 - April 2009
Wells Fargo May 2005 - July 2008
Sybase Inc. July 2003 - April 2005
Charles Schwab 2002 - 2003
Sybase 2000 - 2001
carclub.com 1999 - 2000
Charles Schwab 1998 - 1999
Octane Software (acquired by Epiphany) 1998 - 1999
Scopus 1997 - 1998
Skills
Java Enterprise Edition, Grails, REST, Web Services, OSGi, Scrum, Agile Methodologies, Databases, SaaS, DevOps, Groovy, Java, MySQL, Hudson, Jenkins, Portals, Build Tools, maven, Apache Sling, Adobe Experience..., Object Oriented Perl, JCR, Gradle, Spring Framework, Hibernate, GORM, Perforce, Git, JUnit, Continuous Integration, Chef, UML, Management, Web Development, Architecture, Perl, Testing, Maven, Software Development, Enterprise Software, CRM, Integration
Education
California State University-Long Beach 1991 — 1995
Computer Science
Piedmont High School 1982 — 1986
Anya Axelrod's Charles Schwab Experience June 2002 - April 2009
Job Data Consultant at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente June 2009 - Present
Charles Schwab June 2002 - April 2009
Charles Schwab June 2000 - June 2002
Wells Fargo 1999 - 2000
Law & Economics Consulting Group 1995 - 1999
UC Berkeley, Haas School of Business, Center for Research in Management 1993 - 1995
Skills
SQL, HTML, Lotus Notes, Unix, PowerPoint, Microsoft Word, Photoshop, Flash, Fortran, Russian, Wordperfect, FoxPro, SAS, SAS programming, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
MBA
California State University-Hayward - School of Business and Economics 1991 — 1993
B.A., Economics
Kaiser Permanente June 2009 - Present
Charles Schwab June 2002 - April 2009
Charles Schwab June 2000 - June 2002
Wells Fargo 1999 - 2000
Law & Economics Consulting Group 1995 - 1999
UC Berkeley, Haas School of Business, Center for Research in Management 1993 - 1995
Skills
SQL, HTML, Lotus Notes, Unix, PowerPoint, Microsoft Word, Photoshop, Flash, Fortran, Russian, Wordperfect, FoxPro, SAS, SAS programming, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
MBA
California State University-Hayward - School of Business and Economics 1991 — 1993
B.A., Economics
Kim Kreis's Charles Schwab Experience February 1996 - February 2009
Job Business Process Analyst at CA Technologies
Industry Financial Services
Experience
CA Technologies December 2014 - Present
CA Technologies February 2012 - December 2014
CA Technologies February 2011 - February 2012
CA July 2009 - January 2011
Charles Schwab February 1996 - February 2009
FannieMae 1993 - 1996
MCI Communication 1988 - 1993
Skills
Metrics
Education
Fashion Institute of Design & Merchandising 2003 — 2005
AA, Interior Design
California State University-Northridge
Business Administration
CA Technologies December 2014 - Present
CA Technologies February 2012 - December 2014
CA Technologies February 2011 - February 2012
CA July 2009 - January 2011
Charles Schwab February 1996 - February 2009
FannieMae 1993 - 1996
MCI Communication 1988 - 1993
Skills
Metrics
Education
Fashion Institute of Design & Merchandising 2003 — 2005
AA, Interior Design
California State University-Northridge
Business Administration
Kerry Green-Julian's Charles Schwab Experience July 1998 - August 2007
Job Shared Services Professional
Industry Banking
Experience
Pacific Gas and Electric Company February 2015 - Present
Danville d'Elegance Foundation, for Parkison's research and patient care 2010 - Present
Union Bank May 2008 - December 2013
Charles Schwab July 1998 - August 2007
AT&T June 1984 - June 1998
Skills
Organizational..., Banking, Vendor Management, Financial Services, Relationship Management, Strategic Sourcing, Program Management, Portfolio Management, Mergers, Management, Negotiation, Strategy, Mergers & Acquisitions, Procurement, Contract Management, Enterprise Software, Telecommunications, Product Development, Sales Operations, Financial Management..., Risk Management, Sales, Outsourcing, Business Process..., Process Improvement, Cross-functional Team..., Leadership, Strategic Partnerships, Business Analysis, Strategic Planning, Business Strategy, Executive Management
Education
California State University-Sacramento 1981 — 1984
Bachelor of Science (B.S.), Business Administration
Pacific Gas and Electric Company February 2015 - Present
Danville d'Elegance Foundation, for Parkison's research and patient care 2010 - Present
Union Bank May 2008 - December 2013
Charles Schwab July 1998 - August 2007
AT&T June 1984 - June 1998
Skills
Organizational..., Banking, Vendor Management, Financial Services, Relationship Management, Strategic Sourcing, Program Management, Portfolio Management, Mergers, Management, Negotiation, Strategy, Mergers & Acquisitions, Procurement, Contract Management, Enterprise Software, Telecommunications, Product Development, Sales Operations, Financial Management..., Risk Management, Sales, Outsourcing, Business Process..., Process Improvement, Cross-functional Team..., Leadership, Strategic Partnerships, Business Analysis, Strategic Planning, Business Strategy, Executive Management
Education
California State University-Sacramento 1981 — 1984
Bachelor of Science (B.S.), Business Administration
Jim Toalson's Charles Schwab Experience August 1998 - April 2005
Job IT Professional
Industry Information Technology and Services
Experience
Blue Shield of California June 2006 - May 2009
Charles Schwab August 1998 - April 2005
Cendant 1993 - 1997
Esprit 1986 - 1993
I. Magnin 1983 - 1986
Education
California State University-Northridge
Blue Shield of California June 2006 - May 2009
Charles Schwab August 1998 - April 2005
Cendant 1993 - 1997
Esprit 1986 - 1993
I. Magnin 1983 - 1986
Education
California State University-Northridge
Barbie Hummel's Charles Schwab Experience 2005 - 2008
Job Owner/Managing Director
Industry Marketing and Advertising
Experience
Beeline Media 2003 - Present
Apollo Education Group/University of Phoenix March 2012 - December 2014
Gap Inc. October 2009 - June 2010
PHD Network November 2008 - October 2009
Charles Schwab 2005 - 2008
CNBC 2001 - 2002
Ziff Davis Enterprise 2000 - 2001
Goldberg Moser O'Neill 1999 - 2000
Anderson & Lembke 1992 - 1998
J. Walter Thompson 1987 - 1992
Skills
Media Research, Campaign Management, Media Planning, Advertising, Marketing, Media Strategy, B2B, Strategy, Media Buying, Digital Media, Integrated Marketing, Digital Strategy, Digital Marketing, Online Advertising, New Media, Business Strategy, Social Media Marketing, Social Media, Mobile Marketing, Marketing Communications, Marketing Strategy, Interactive Marketing, Management
Education
California State University-Fullerton
Bachelor of Arts (BA), Communication and Media Studies
Beeline Media 2003 - Present
Apollo Education Group/University of Phoenix March 2012 - December 2014
Gap Inc. October 2009 - June 2010
PHD Network November 2008 - October 2009
Charles Schwab 2005 - 2008
CNBC 2001 - 2002
Ziff Davis Enterprise 2000 - 2001
Goldberg Moser O'Neill 1999 - 2000
Anderson & Lembke 1992 - 1998
J. Walter Thompson 1987 - 1992
Skills
Media Research, Campaign Management, Media Planning, Advertising, Marketing, Media Strategy, B2B, Strategy, Media Buying, Digital Media, Integrated Marketing, Digital Strategy, Digital Marketing, Online Advertising, New Media, Business Strategy, Social Media Marketing, Social Media, Mobile Marketing, Marketing Communications, Marketing Strategy, Interactive Marketing, Management
Education
California State University-Fullerton
Bachelor of Arts (BA), Communication and Media Studies
Damian Dembrosky's Charles Schwab Experience 2010 - Present
Job Solutions Architect at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab 2010 - Present
Charles Schwab 2002 - 2009
Computer Task Group 2001 - 2002
Motorola 1999 - 2001
Motorola 1996 - 1999
Unlimited Software Consulting 1994 - 1996
CRC Information Systems, a Reynolds & Reynolds Company 1992 - 1994
Skills
Software Engineering, Solution Architecture, Automation, Process Automation, System Monitoring, Technology Integration, Software Development, Software Documentation, Software Project..., Software Quality..., Quality Assurance, Requirements Gathering, Requirements Management, SEI CMM, ITIL v3 Foundations..., IBM Tivoli, Software Design, IT Solutions, Perl, HTML, CGI/Perl, JavaScript, Databases, Program Management, SDLC, Integration, Requirements Analysis, Application Architecture, XML, Shell Scripting
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Technology Management
California State University-Sacramento 1989 — 1991
Bachelor of Science (BSc), Computer Software Engineering
Sierra College 1985 — 1989
Associate's degree, Mathematics and Computer Science
Charles Schwab 2010 - Present
Charles Schwab 2002 - 2009
Computer Task Group 2001 - 2002
Motorola 1999 - 2001
Motorola 1996 - 1999
Unlimited Software Consulting 1994 - 1996
CRC Information Systems, a Reynolds & Reynolds Company 1992 - 1994
Skills
Software Engineering, Solution Architecture, Automation, Process Automation, System Monitoring, Technology Integration, Software Development, Software Documentation, Software Project..., Software Quality..., Quality Assurance, Requirements Gathering, Requirements Management, SEI CMM, ITIL v3 Foundations..., IBM Tivoli, Software Design, IT Solutions, Perl, HTML, CGI/Perl, JavaScript, Databases, Program Management, SDLC, Integration, Requirements Analysis, Application Architecture, XML, Shell Scripting
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Technology Management
California State University-Sacramento 1989 — 1991
Bachelor of Science (BSc), Computer Software Engineering
Sierra College 1985 — 1989
Associate's degree, Mathematics and Computer Science
Pamela Strongwater's Charles Schwab Experience 1993 - 1997
Job Speech Language Pathologist at San Diego Unified School District
Industry Health, Wellness and Fitness
Experience
San Diego Unified School District August 2013 - Present
San Diego County Speech Pathology Services, Inc. 2008 - May 2010
Deloitte January 2006 - January 2008
Price Waterhouse Coopers 1997 - 2001
Charles Schwab 1993 - 1997
Education
California State University-Northridge 2010 — 2013
Master of Science (M.S.), Communication Disorders and Sciences
Utah State University 2008 — 2009
B. S., Communicative Disorders and Deaf Education
University of Arizona 1989 — 1993
B. A., Psychology and Business
San Diego Unified School District August 2013 - Present
San Diego County Speech Pathology Services, Inc. 2008 - May 2010
Deloitte January 2006 - January 2008
Price Waterhouse Coopers 1997 - 2001
Charles Schwab 1993 - 1997
Education
California State University-Northridge 2010 — 2013
Master of Science (M.S.), Communication Disorders and Sciences
Utah State University 2008 — 2009
B. S., Communicative Disorders and Deaf Education
University of Arizona 1989 — 1993
B. A., Psychology and Business
Ben Drury's Charles Schwab Experience December 2014 - Present
Job Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab January 2013 - December 2014
Tai Heng Industry Co., Ltd. February 2012 - July 2012
Road Runner Sports July 2006 - February 2012
Skills
Sales, Forecasting, Sales Management, Pricing, Sales Operations, Retail, Merchandising, Inventory Management, New Business Development, Customer Service, Customer Retention
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
Bachelor of Science (BS), Finance, General
Charles Schwab December 2014 - Present
Charles Schwab January 2013 - December 2014
Tai Heng Industry Co., Ltd. February 2012 - July 2012
Road Runner Sports July 2006 - February 2012
Skills
Sales, Forecasting, Sales Management, Pricing, Sales Operations, Retail, Merchandising, Inventory Management, New Business Development, Customer Service, Customer Retention
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
Bachelor of Science (BS), Finance, General
Pam Christopherson's Charles Schwab Experience March 2010 - February 2011
Job Instructional Design Analyst
Industry E-Learning
Experience
Accenture January 2012 - September 2015
Great-West Life June 2011 - September 2011
Charles Schwab March 2010 - February 2011
Centura Health September 2007 - December 2009
Rocky Mountain Chocolate Factory Franchise December 2004 - December 2009
Organic People, Inc. 2001 - 2003
Broadiant 2000 - 2001
IBM - Catapult, Inc 1997 - 2000
Skills
Instructional Design, E-Learning, Training, Employee Training, Management Development, Captivate, Needs Analysis, Instructor-led Training, Blended Learning, ADDIE, Hands-on Training, Training Delivery, Learning Management, Camtasia, SnagIt, Technical Writing, Content Development, Learning Management..., Management, Performance Improvement, Leadership Development, Curriculum Development, Adult Education, Knowledge Management, Organizational..., Technical Training, Lectora, SCORM, Organizational Learning
Education
University of Colorado Denver 2009 — 2011
M.A., Information and Learning Technologies - eLearning Design and Implementation
California State University-Sacramento
B.S., Business Administration - Human Resources
Webster
Human Resources Development
Accenture January 2012 - September 2015
Great-West Life June 2011 - September 2011
Charles Schwab March 2010 - February 2011
Centura Health September 2007 - December 2009
Rocky Mountain Chocolate Factory Franchise December 2004 - December 2009
Organic People, Inc. 2001 - 2003
Broadiant 2000 - 2001
IBM - Catapult, Inc 1997 - 2000
Skills
Instructional Design, E-Learning, Training, Employee Training, Management Development, Captivate, Needs Analysis, Instructor-led Training, Blended Learning, ADDIE, Hands-on Training, Training Delivery, Learning Management, Camtasia, SnagIt, Technical Writing, Content Development, Learning Management..., Management, Performance Improvement, Leadership Development, Curriculum Development, Adult Education, Knowledge Management, Organizational..., Technical Training, Lectora, SCORM, Organizational Learning
Education
University of Colorado Denver 2009 — 2011
M.A., Information and Learning Technologies - eLearning Design and Implementation
California State University-Sacramento
B.S., Business Administration - Human Resources
Webster
Human Resources Development
Brian Kohut's Charles Schwab Experience 2000 - 2002
Job Vice President
Industry Financial Services
Experience
Wells Fargo May 2002 - Present
Charles Schwab 2000 - 2002
Bank of America 1991 - 2000
Skills
Project Management, Banking, Investments, Portfolio Management, Financial Services, Merchant Services, Relationship Management, Strategic Planning, Leadership, Process Improvement, Vendor Management, Customer Service, Debit Cards, Sales
Education
California State University-Fullerton 1980 — 1985
Wells Fargo May 2002 - Present
Charles Schwab 2000 - 2002
Bank of America 1991 - 2000
Skills
Project Management, Banking, Investments, Portfolio Management, Financial Services, Merchant Services, Relationship Management, Strategic Planning, Leadership, Process Improvement, Vendor Management, Customer Service, Debit Cards, Sales
Education
California State University-Fullerton 1980 — 1985
Bala Ponnusamy's Charles Schwab Experience March 2010 - Present
Job IT Lead / Architect, Securities Lending Technology at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab March 2005 - February 2010
Charles Schwab February 2000 - February 2005
Software Engineering Group October 1998 - January 2000
Tata Consultancy Services June 1995 - September 1998
Skills
SDLC, Business Analysis, Enterprise Architecture, Vendor Management, Software Project..., Solution Architecture, Agile Methodologies, IT Strategy, PMP, Integration, Requirements Analysis, Requirements Gathering, SOA, Securities Lending, IBM Mainframe, ASP.NET, Web Servers, WebSphere MQ, Tableau, ThoughtSpot BI Search..., Business Objects, Microsoft SQL Server, Management
Education
California State University-Hayward - School of Business and Economics 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
PSG College of Technology 1991 — 1995
Bachelor’s Degree, Mechanical Engineering
Nanjappa High Sec School 1990 — 1991
High School
Prema Matriculation Higher Sec School 1980 — 1989
High School
Charles Schwab March 2010 - Present
Charles Schwab March 2005 - February 2010
Charles Schwab February 2000 - February 2005
Software Engineering Group October 1998 - January 2000
Tata Consultancy Services June 1995 - September 1998
Skills
SDLC, Business Analysis, Enterprise Architecture, Vendor Management, Software Project..., Solution Architecture, Agile Methodologies, IT Strategy, PMP, Integration, Requirements Analysis, Requirements Gathering, SOA, Securities Lending, IBM Mainframe, ASP.NET, Web Servers, WebSphere MQ, Tableau, ThoughtSpot BI Search..., Business Objects, Microsoft SQL Server, Management
Education
California State University-Hayward - School of Business and Economics 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
PSG College of Technology 1991 — 1995
Bachelor’s Degree, Mechanical Engineering
Nanjappa High Sec School 1990 — 1991
High School
Prema Matriculation Higher Sec School 1980 — 1989
High School
Cindy Metts's Charles Schwab Experience October 1996 - December 2004
Job Operations Manager at Frank Financial Advisors
Industry Financial Services
Experience
Frank Financial Advisors February 2006 - Present
Charles Schwab October 1996 - December 2004
Wells Fargo Securities 1994 - September 1996
HomeFed - GreatWest Securities 1992 - 1994
Dean Witter 1988 - 1992
Education
California State University-Long Beach 1980 — 1982
Bachelor of Science, Dietetics
Frank Financial Advisors February 2006 - Present
Charles Schwab October 1996 - December 2004
Wells Fargo Securities 1994 - September 1996
HomeFed - GreatWest Securities 1992 - 1994
Dean Witter 1988 - 1992
Education
California State University-Long Beach 1980 — 1982
Bachelor of Science, Dietetics
Rachel Rosenfeld's Charles Schwab Experience March 2014 - Present
Job Senior Manager Corporate Legal Group at Charles Schwab
Industry Legal Services
Experience
Charles Schwab March 2014 - Present
San Francisco Public Defender's Office May 2012 - October 2012
U.S. Department of Justice January 2012 - August 2012
Immigrant Legal Resource Center August 2011 - February 2012
USDOJ- Interpol August 2007 - December 2007
Skills
Civil Litigation, Legal Research, Litigation, Criminal Law, Immigration Law, Legal Writing, Westlaw, Legal Assistance, Commercial Litigation, Mediation, Lexis, Litigation Support, Intellectual Property, Courts, Trials, Family Law, Legal Issues, Class Actions
Education
Golden Gate University, School of Law 2010 — 2013
Juris Doctorate
The Washington Center 2007 — 2007
Science Policy
California State University-Long Beach 2004 — 2007
Bachelor's Degree, Political Science
Mountain View High School 2000 — 2004
Charles Schwab March 2014 - Present
San Francisco Public Defender's Office May 2012 - October 2012
U.S. Department of Justice January 2012 - August 2012
Immigrant Legal Resource Center August 2011 - February 2012
USDOJ- Interpol August 2007 - December 2007
Skills
Civil Litigation, Legal Research, Litigation, Criminal Law, Immigration Law, Legal Writing, Westlaw, Legal Assistance, Commercial Litigation, Mediation, Lexis, Litigation Support, Intellectual Property, Courts, Trials, Family Law, Legal Issues, Class Actions
Education
Golden Gate University, School of Law 2010 — 2013
Juris Doctorate
The Washington Center 2007 — 2007
Science Policy
California State University-Long Beach 2004 — 2007
Bachelor's Degree, Political Science
Mountain View High School 2000 — 2004
Anne Marie Clay's Charles Schwab Experience June 1997 - September 1998
Job Office Manager at Capuano Engineering Company
Industry Renewables & Environment
Experience
Capuano Engineering Company February 2012 - Present
ThermaSource, Inc. April 2006 - February 2012
TAC Worldwide Companies January 2000 - May 2001
Charles Schwab June 1997 - September 1998
Skills
New Hire Orientations, Research, Recruiting, Performance Management, Human Resources
Education
University of California, Davis 1993 — 1997
B.A., Rhetoric and Communication
California State University-Sacramento 1998 — 2000
Multiple Subject Teaching Credential, Elementary Education
Capuano Engineering Company February 2012 - Present
ThermaSource, Inc. April 2006 - February 2012
TAC Worldwide Companies January 2000 - May 2001
Charles Schwab June 1997 - September 1998
Skills
New Hire Orientations, Research, Recruiting, Performance Management, Human Resources
Education
University of California, Davis 1993 — 1997
B.A., Rhetoric and Communication
California State University-Sacramento 1998 — 2000
Multiple Subject Teaching Credential, Elementary Education
Ethan Barnett, CFP(R)'s Charles Schwab Experience July 2011 - Present
Job Charles Schwab VP Financial Consultant and Certified Financial Planner
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Education
University of Georgia - Terry College of Business 2010 — 2011
Financial Planning, Prerequisites for Certified Financial Planner
California State University-Fullerton 1979 — 1984
B.A, Finance and Real Estate
Charles Schwab July 2011 - Present
Education
University of Georgia - Terry College of Business 2010 — 2011
Financial Planning, Prerequisites for Certified Financial Planner
California State University-Fullerton 1979 — 1984
B.A, Finance and Real Estate
Tom Rauch's Charles Schwab Experience May 2004 - July 2008
Job Career Services Director at Kaiser Permanente
Industry Human Resources
Experience
Kaiser Permanente March 2013 - Present
Citizens Oversight Committee March 2011 - Present
Ronald McDonald House San Francisco 2010 - Present
URS Corporation March 2010 - January 2013
tomrauch.com September 2008 - March 2010
Charles Schwab May 2004 - July 2008
UC Berkeley Extension September 1995 - January 2004
Saint Mary's College of California January 1995 - December 2001
Rockridge Technologies - Babcock & Wilcox Nuclear Technologies 1993 - 1995
Price Waterhouse 1987 - 1989
Skills
Leadership Development, Coaching, Executive Coaching, Public Speaking, Leadership, Program Management, Training, Organizational..., Staff Development, Change Management, Organizational..., Team Building, Management, Human Resources, Career Development, Business Development, Strategy, Program Development, Budgets, Career Counseling
Education
California State University-Hayward - School of Business and Economics 1989 — 1991
MBA, Computers & Information Systems
University of California, Los Angeles 1981 — 1985
BA, Political Science
St. Mary's College High School 1977 — 1981
Kaiser Permanente March 2013 - Present
Citizens Oversight Committee March 2011 - Present
Ronald McDonald House San Francisco 2010 - Present
URS Corporation March 2010 - January 2013
tomrauch.com September 2008 - March 2010
Charles Schwab May 2004 - July 2008
UC Berkeley Extension September 1995 - January 2004
Saint Mary's College of California January 1995 - December 2001
Rockridge Technologies - Babcock & Wilcox Nuclear Technologies 1993 - 1995
Price Waterhouse 1987 - 1989
Skills
Leadership Development, Coaching, Executive Coaching, Public Speaking, Leadership, Program Management, Training, Organizational..., Staff Development, Change Management, Organizational..., Team Building, Management, Human Resources, Career Development, Business Development, Strategy, Program Development, Budgets, Career Counseling
Education
California State University-Hayward - School of Business and Economics 1989 — 1991
MBA, Computers & Information Systems
University of California, Los Angeles 1981 — 1985
BA, Political Science
St. Mary's College High School 1977 — 1981
James Corey's Charles Schwab Experience Financial ConsultantOLDE Discount BrokerageJuly 1992 - August 1993
Job Vice President and Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Financial ConsultantOLDE Discount BrokerageJuly 1992 - August 1993
Education
California State University-Sacramento 1988 — 1991
Charles Schwab Financial ConsultantOLDE Discount BrokerageJuly 1992 - August 1993
Education
California State University-Sacramento 1988 — 1991
Charlene Crosby's Charles Schwab Experience March 2010 - Present
Job Senior marketing manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab October 2007 - March 2010
Charles Schwab January 2007 - October 2007
Charles Schwab August 2005 - January 2007
Cable Car Eyewear/Zoom Eyeworks November 2004 - August 2005
Discovery Foods LLC September 1999 - November 2004
Skills
Product Development, CRM, Project Management, Strategy, Financial Services
Education
California State University-Sacramento 1996 — 1999
BS, Business/Marketing
Charles Schwab March 2010 - Present
Charles Schwab October 2007 - March 2010
Charles Schwab January 2007 - October 2007
Charles Schwab August 2005 - January 2007
Cable Car Eyewear/Zoom Eyeworks November 2004 - August 2005
Discovery Foods LLC September 1999 - November 2004
Skills
Product Development, CRM, Project Management, Strategy, Financial Services
Education
California State University-Sacramento 1996 — 1999
BS, Business/Marketing
Jeffery Ward's Charles Schwab Experience January 2014 - Present
Job Managing Director, Compensation at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
24 Hour Fitness, Inc. April 2009 - January 2014
Bank of America, Inc. 2004 - 2007
Motorola, Inc. 2003 - 2004
Mercer Consulting 1999 - 2002
Nestle USA, Inc. 1992 - 1999
Skills
Deferred Compensation, Succession Planning, Broadbased Compensation, Incentive Programs, Sales Compensation, Executive Compensation..., HR Consulting, Compensation & Benefit, HR Policies, Performance Management, Relationship Management, Acquisition Integration, Compensation Structures, Leadership, Compensation & Benefits, Strategy, Employee Engagement, Management
Education
California State University-Fullerton
Bachelor of Arts, Political Science
Charles Schwab January 2014 - Present
24 Hour Fitness, Inc. April 2009 - January 2014
Bank of America, Inc. 2004 - 2007
Motorola, Inc. 2003 - 2004
Mercer Consulting 1999 - 2002
Nestle USA, Inc. 1992 - 1999
Skills
Deferred Compensation, Succession Planning, Broadbased Compensation, Incentive Programs, Sales Compensation, Executive Compensation..., HR Consulting, Compensation & Benefit, HR Policies, Performance Management, Relationship Management, Acquisition Integration, Compensation Structures, Leadership, Compensation & Benefits, Strategy, Employee Engagement, Management
Education
California State University-Fullerton
Bachelor of Arts, Political Science
Dan Souza's Charles Schwab Experience January 2005 - December 2008
Job Executive Director IT Compliance at Kaiser Permanente IT
Industry Financial Services
Experience
Kaiser Permanente IT February 2009 - Present
Charles Schwab January 2005 - December 2008
Charles Schwab 2001 - 2004
Charles Schwab 1997 - 2001
AT&T (formerly Pacific Bell) 1992 - 1997
AT&T (formerly Pacific Bell) 1988 - 1992
AT&T (formerly Pacific Telesis) 1984 - 1988
American Express 1980 - 1984
Skills
CISA, SOX, Audit, Risk Management, Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., IT Risk Management, Control Self Assessment, Sarbanes-Oxley, IT Audit, Budgets, Finance, HIPAA, Financial Services, Analysis, Accounting, Business Process..., Information Technology, Strategy, Risk Assessment, Management, Self Assessment, Financial Audits, Financial Risk, Information Security, Process Improvement, Governance, Program Management, Project Management, Strategic Financial..., Operational Risk..., Operational Risk, Training, COBIT, Financial Modeling, Financial Analysis, Business Process, Mergers & Acquisitions, Business Process..., Business Analysis, Business Continuity, Project Planning, Due Diligence, Executive Management, PMO, Information Security..., IT Strategy
Education
California State University-Hayward - School of Business and Economics 1978 — 1980
MBA, Finance
California State University-Hayward - School of Business and Economics 1971 — 1976
BS, Marketing
Kaiser Permanente IT February 2009 - Present
Charles Schwab January 2005 - December 2008
Charles Schwab 2001 - 2004
Charles Schwab 1997 - 2001
AT&T (formerly Pacific Bell) 1992 - 1997
AT&T (formerly Pacific Bell) 1988 - 1992
AT&T (formerly Pacific Telesis) 1984 - 1988
American Express 1980 - 1984
Skills
CISA, SOX, Audit, Risk Management, Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., IT Risk Management, Control Self Assessment, Sarbanes-Oxley, IT Audit, Budgets, Finance, HIPAA, Financial Services, Analysis, Accounting, Business Process..., Information Technology, Strategy, Risk Assessment, Management, Self Assessment, Financial Audits, Financial Risk, Information Security, Process Improvement, Governance, Program Management, Project Management, Strategic Financial..., Operational Risk..., Operational Risk, Training, COBIT, Financial Modeling, Financial Analysis, Business Process, Mergers & Acquisitions, Business Process..., Business Analysis, Business Continuity, Project Planning, Due Diligence, Executive Management, PMO, Information Security..., IT Strategy
Education
California State University-Hayward - School of Business and Economics 1978 — 1980
MBA, Finance
California State University-Hayward - School of Business and Economics 1971 — 1976
BS, Marketing
Brian McInerney's Charles Schwab Experience December 2012 - June 2013
Job Senior Security Analyst/Threat Intel Lead Datashield | GCIH | GPEN
Industry Information Technology and Services
Experience
Datashield June 2015 - Present
Bechtel Corporation August 2013 - June 2015
Charles Schwab December 2012 - June 2013
Level 3 Communications May 2012 - January 2013
Minerva Enterprises 2008 - 2010
Skills
Network Security, IDS, ArcSight, Analysis, IT Management, IT Strategy, Security Operations, Information Security..., IT Operations, IPS, ITIL, Business Process, Security, IT Service Management, Cisco Technologies, Information Security, Incident Investigation, Splunk, Incident Response, Security Incident..., Incident Handling, Computer Security, Networking, Penetration Testing
Education
California State University-Sacramento 2006 — 2008
BS, Business Administration with Finance Concentration
Datashield June 2015 - Present
Bechtel Corporation August 2013 - June 2015
Charles Schwab December 2012 - June 2013
Level 3 Communications May 2012 - January 2013
Minerva Enterprises 2008 - 2010
Skills
Network Security, IDS, ArcSight, Analysis, IT Management, IT Strategy, Security Operations, Information Security..., IT Operations, IPS, ITIL, Business Process, Security, IT Service Management, Cisco Technologies, Information Security, Incident Investigation, Splunk, Incident Response, Security Incident..., Incident Handling, Computer Security, Networking, Penetration Testing
Education
California State University-Sacramento 2006 — 2008
BS, Business Administration with Finance Concentration
Victor Woo's Charles Schwab Experience December 2011 - Present
Job Sr Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2011 - Present
Charles Schwab December 2005 - December 2011
Charles Schwab 1999 - 2000
Franklin Templeton Investments 1998 - 1999
Education
California State University-Hayward 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Marketing
Oakland High School
Charles Schwab December 2011 - Present
Charles Schwab December 2005 - December 2011
Charles Schwab 1999 - 2000
Franklin Templeton Investments 1998 - 1999
Education
California State University-Hayward 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Marketing
Oakland High School
Alison Eddy's Charles Schwab Experience November 2000 - August 2001
Job Spanish Teacher at The DorrisEaton School
Industry Primary/Secondary Education
Experience
The Dorris-Eaton School December 2003 - Present
CHARLES SCHWAB & CO. August 2001 - August 2002
Charles Schwab November 2000 - August 2001
Skills
Spanish, Social Media, Teaching, Curriculum Design
Education
California State University-Sacramento 2006 — 2008
MA, Spanish
Washington and Lee University 1996 — 2000
BA, Spanish
The Dorris-Eaton School December 2003 - Present
CHARLES SCHWAB & CO. August 2001 - August 2002
Charles Schwab November 2000 - August 2001
Skills
Spanish, Social Media, Teaching, Curriculum Design
Education
California State University-Sacramento 2006 — 2008
MA, Spanish
Washington and Lee University 1996 — 2000
BA, Spanish
Sean Lavey's Charles Schwab Experience March 1999 - January 2005
Job Sales Manager at Big Choice Brewing
Industry Food & Beverages
Experience
Big Choice Brewing June 2013 - Present
Shareholder Representative Services June 2012 - April 2013
Janus Capital Group October 2011 - June 2012
Janus Capital Group September 2006 - November 2011
Janus Capital Group January 2005 - September 2006
Charles Schwab March 1999 - January 2005
Education
California State University-Fullerton 1993 — 1995
BA-Communications, Advertising
University of Southern California
Big Choice Brewing June 2013 - Present
Shareholder Representative Services June 2012 - April 2013
Janus Capital Group October 2011 - June 2012
Janus Capital Group September 2006 - November 2011
Janus Capital Group January 2005 - September 2006
Charles Schwab March 1999 - January 2005
Education
California State University-Fullerton 1993 — 1995
BA-Communications, Advertising
University of Southern California
David Sprague's Charles Schwab Experience December 2012 - Present
Job Managing Director Annuity & Life Insurance Sales
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Red Rocks Capital, LLC November 2009 - August 2012
Jackson National Life October 2008 - December 2009
Curian Capital/Subsidiary Jackson National December 2007 - December 2008
Jackson National Life August 2003 - December 2007
SunAmerica Retirement Markets January 2000 - January 2002
Putnam Investments January 1996 - January 2000
Skills
Wealth Management, Strategy, Series 7, CRM, New Business Development, Sales Management, Separately Managed..., Retirement, Series 6
Education
California State University-Sacramento
Double Bachelors, Finance/Communications Studies
Charles Schwab December 2012 - Present
Red Rocks Capital, LLC November 2009 - August 2012
Jackson National Life October 2008 - December 2009
Curian Capital/Subsidiary Jackson National December 2007 - December 2008
Jackson National Life August 2003 - December 2007
SunAmerica Retirement Markets January 2000 - January 2002
Putnam Investments January 1996 - January 2000
Skills
Wealth Management, Strategy, Series 7, CRM, New Business Development, Sales Management, Separately Managed..., Retirement, Series 6
Education
California State University-Sacramento
Double Bachelors, Finance/Communications Studies
Chana Robinson's Charles Schwab Experience November 1999 - February 2002
Job Program Manager, Enterprise Initiatives, Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
Kaiser Permanente March 2015 - Present
Kaiser Permanente April 2009 - January 2014
Kaiser Permanente April 2008 - April 2009
CJ Consulting, Principal April 2002 - April 2008
Charles Schwab November 1999 - February 2002
Skills
PMP Certified, ITIL v3 Foundations..., Six Sigma, Program Management, Process Improvement, Cross-functional Team..., Business Process..., Strategic Planning, Business Analysis, Leadership, Project Management, Management
Education
California State University-Northridge 1980 — 1984
Business Administration
West Los Angeles College 1978 — 1980
Kaiser Permanente March 2015 - Present
Kaiser Permanente April 2009 - January 2014
Kaiser Permanente April 2008 - April 2009
CJ Consulting, Principal April 2002 - April 2008
Charles Schwab November 1999 - February 2002
Skills
PMP Certified, ITIL v3 Foundations..., Six Sigma, Program Management, Process Improvement, Cross-functional Team..., Business Process..., Strategic Planning, Business Analysis, Leadership, Project Management, Management
Education
California State University-Northridge 1980 — 1984
Business Administration
West Los Angeles College 1978 — 1980
Pamela Sampson-Smith's Charles Schwab Experience June 2000 - May 2009
Job Sr. IT Business Analyst at Judicial Council of California
Industry Financial Services
Experience
Judicial Council of California June 2009 - Present
Charles Schwab June 2000 - May 2009
State Compensation Insurance Fund October 1991 - June 2000
Education
California State University-Hayward - School of Business and Economics
B.S.
Judicial Council of California June 2009 - Present
Charles Schwab June 2000 - May 2009
State Compensation Insurance Fund October 1991 - June 2000
Education
California State University-Hayward - School of Business and Economics
B.S.
Christina Hendry, MSOD's Charles Schwab Experience September 2014 - Present
Job Marketing and Content Manager Schwab Community Services
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
K&L Gates February 2013 - August 2014
K&L Gates September 2010 - February 2013
RGA, Office of Architectural Design January 2008 - July 2010
Pirzadeh & Associates, Inc. June 2007 - December 2007
SeaNet Company, Inc. February 2006 - May 2007
Skills
Event Planning, Email Marketing, Copywriting, Social Media, PowerPoint, Marketing Strategy, Management, Team Building, Marketing, Social Media Marketing, Research, Project Planning, Marketing Communications, Contract Management, Contract Negotiation, Event Management, Leadership, Organizational..., Budgets, Business Development, Training, Employee Engagement, Social Networking, Media Relations
Education
University of San Francisco 2012 — 2013
Masters of Science, Organization Development
University of California, Irvine 2007 — 2010
Marketing Certificate
California State University-Fullerton 2001 — 2005
B.A., Public Administration, Min. Criminal Justice
Charles Schwab September 2014 - Present
K&L Gates February 2013 - August 2014
K&L Gates September 2010 - February 2013
RGA, Office of Architectural Design January 2008 - July 2010
Pirzadeh & Associates, Inc. June 2007 - December 2007
SeaNet Company, Inc. February 2006 - May 2007
Skills
Event Planning, Email Marketing, Copywriting, Social Media, PowerPoint, Marketing Strategy, Management, Team Building, Marketing, Social Media Marketing, Research, Project Planning, Marketing Communications, Contract Management, Contract Negotiation, Event Management, Leadership, Organizational..., Budgets, Business Development, Training, Employee Engagement, Social Networking, Media Relations
Education
University of San Francisco 2012 — 2013
Masters of Science, Organization Development
University of California, Irvine 2007 — 2010
Marketing Certificate
California State University-Fullerton 2001 — 2005
B.A., Public Administration, Min. Criminal Justice
Denise Basse, CFP(r), MS's Charles Schwab Experience October 2006 - July 2013
Job Retired
Industry Financial Services
Experience
Retired July 2013 - Present
Charles Schwab October 2006 - July 2013
Education
California State University-Northridge
BA, Psychology
College for Financial Planning
CFP(r), Financial Planning
University of Utah
M.S., Health Education
Retired July 2013 - Present
Charles Schwab October 2006 - July 2013
Education
California State University-Northridge
BA, Psychology
College for Financial Planning
CFP(r), Financial Planning
University of Utah
M.S., Health Education
Christina Mangonon's Charles Schwab Experience April 2000 - October 2002
Job
Industry Financial Services
Experience
Financial Services Firm June 2003 - Present
Charles Schwab April 2000 - October 2002
Education
California State University-Hayward - School of Business and Economics 1990 — 1995
BS, Business Administration
Financial Services Firm June 2003 - Present
Charles Schwab April 2000 - October 2002
Education
California State University-Hayward - School of Business and Economics 1990 — 1995
BS, Business Administration
Alan Sapugay's Charles Schwab Experience March 2010 - Present
Job Technical Director at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab November 2003 - February 2010
InfraSoft, Inc. March 1998 - October 2003
Kaiser Permanente July 1997 - February 1998
PeopleSoft December 1996 - July 1997
Kaiser Permanente July 1994 - December 1996
Kaiser Permanente April 1991 - June 1994
Skills
PeopleSoft, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, SQL, Oracle, Enterprise Architecture, Unix Shell Scripting, Integration, Systems Analysis, IT Strategy, Crystal Reports, ERP, Visio, COBOL, Enterprise Software
Education
California State University-Hayward - School of Business and Economics 1987 — 1992
BA, Finance and Computer Information Systems
Charles Schwab March 2010 - Present
Charles Schwab November 2003 - February 2010
InfraSoft, Inc. March 1998 - October 2003
Kaiser Permanente July 1997 - February 1998
PeopleSoft December 1996 - July 1997
Kaiser Permanente July 1994 - December 1996
Kaiser Permanente April 1991 - June 1994
Skills
PeopleSoft, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, SQL, Oracle, Enterprise Architecture, Unix Shell Scripting, Integration, Systems Analysis, IT Strategy, Crystal Reports, ERP, Visio, COBOL, Enterprise Software
Education
California State University-Hayward - School of Business and Economics 1987 — 1992
BA, Finance and Computer Information Systems
Larry Upthegrove's Charles Schwab Experience March 2000 - February 2011
Job Technical Planner at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente May 2013 - Present
Larry Upthegrove 2011 - Present
Charles Schwab March 2000 - February 2011
Tally Printers January 1998 - January 2000
Creative Controllers January 1988 - January 1998
Printronix January 1978 - January 1988
Skills
Imaging, Operating Systems, Cloud Computing, Virtualization, Vendor Management, Scanners, Requirements Analysis, Product Management, Pre-sales, Document Management, Mobile Technology, Disaster Recovery, Windows, Print security, Use case development, Problem Solving, Digital Imaging, Servers, Business Analysis, Unix
Education
California State University-Long Beach
BAIA, Industrial Technology, Quality Engineering, Industrial Education
Kaiser Permanente May 2013 - Present
Larry Upthegrove 2011 - Present
Charles Schwab March 2000 - February 2011
Tally Printers January 1998 - January 2000
Creative Controllers January 1988 - January 1998
Printronix January 1978 - January 1988
Skills
Imaging, Operating Systems, Cloud Computing, Virtualization, Vendor Management, Scanners, Requirements Analysis, Product Management, Pre-sales, Document Management, Mobile Technology, Disaster Recovery, Windows, Print security, Use case development, Problem Solving, Digital Imaging, Servers, Business Analysis, Unix
Education
California State University-Long Beach
BAIA, Industrial Technology, Quality Engineering, Industrial Education
Sandra Lee's Charles Schwab Experience January 2006 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2006 - Present
BenefitStreet June 2004 - January 2006
Charles Schwab February 2000 - June 2004
Skills
Series 7, Investment Advisory, Mutual Funds, Management, Wealth Management, Investments, Series 63, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management
Education
California State University-Hayward - School of Business and Economics
Bachelor of Science, Business Administration emphasis in Computer Information Systems & Marketing
Charles Schwab January 2006 - Present
BenefitStreet June 2004 - January 2006
Charles Schwab February 2000 - June 2004
Skills
Series 7, Investment Advisory, Mutual Funds, Management, Wealth Management, Investments, Series 63, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management
Education
California State University-Hayward - School of Business and Economics
Bachelor of Science, Business Administration emphasis in Computer Information Systems & Marketing
Laura Veyna Trindl's Charles Schwab Experience October 2011 - August 2013
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA August 2013 - Present
Charles Schwab October 2011 - August 2013
Mini Mutts N Meows Rescue, Inc. January 2007 - June 2012
Sunnymead Veterinarian Clinic March 2010 - March 2011
Head Start January 2007 - December 2007
Merrill Lynch June 1986 - October 1989
Sutro & Company June 1985 - June 1986
Charles Schwab April 1982 - May 1984
Skills
Team Building, Leadership, Training, Nonprofits, Public Speaking, Sales, Psychotherapy
Education
California State University-Fullerton 2003 — 2008
Master's, Counseling
USAA August 2013 - Present
Charles Schwab October 2011 - August 2013
Mini Mutts N Meows Rescue, Inc. January 2007 - June 2012
Sunnymead Veterinarian Clinic March 2010 - March 2011
Head Start January 2007 - December 2007
Merrill Lynch June 1986 - October 1989
Sutro & Company June 1985 - June 1986
Charles Schwab April 1982 - May 1984
Skills
Team Building, Leadership, Training, Nonprofits, Public Speaking, Sales, Psychotherapy
Education
California State University-Fullerton 2003 — 2008
Master's, Counseling
Deanna Tanner's Charles Schwab Experience April 2014 - Present
Job Technical Director / PMO Strategic Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2014 - Present
First Data Corporation November 2010 - March 2014
Technisource August 2010 - November 2010
Aurora Bank FSB 2009 - 2010
AIMCO 2007 - 2009
FedEx Office March 2006 - August 2007
Skills
Vendor Management, SDLC, PMO, Business Analysis, PMP, Project Portfolio..., Software Project..., Project Management, Process Improvement, Analysis, Business Intelligence, Requirements Gathering, Management, Strategy, Visio, Leadership, Strategic Planning, Business Process...
Education
California State University-Northridge 1984 — 1988
BS, Management Information Systems
Charles Schwab April 2014 - Present
First Data Corporation November 2010 - March 2014
Technisource August 2010 - November 2010
Aurora Bank FSB 2009 - 2010
AIMCO 2007 - 2009
FedEx Office March 2006 - August 2007
Skills
Vendor Management, SDLC, PMO, Business Analysis, PMP, Project Portfolio..., Software Project..., Project Management, Process Improvement, Analysis, Business Intelligence, Requirements Gathering, Management, Strategy, Visio, Leadership, Strategic Planning, Business Process...
Education
California State University-Northridge 1984 — 1988
BS, Management Information Systems
Geremy Zezini's Charles Schwab Experience 2011 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
E*TRADE Financial March 2005 - July 2011
Edward Jones March 2003 - March 2005
H&R Block Financial Advisors July 2000 - March 2003
Education
CSU Sacramento 1998 — 2000
Charles Schwab 2011 - Present
E*TRADE Financial March 2005 - July 2011
Edward Jones March 2003 - March 2005
H&R Block Financial Advisors July 2000 - March 2003
Education
CSU Sacramento 1998 — 2000
Cindy Alfonso's Charles Schwab Experience October 2007 - Present
Job Employee Relations Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2007 - Present
FedEx Express August 1984 - October 2007
Skills
Employee Engagement, Succession Planning, Internal Communications, Talent Management, Employee Relations, Change Management, Diversity & Inclusion, Workforce Planning, Strategic Communications, Onboarding, Performance Management, Deferred Compensation, Employee Benefits, Legal Compliance, Strategic Planning, Recruiting, Talent Acquisition, Leadership Development
Education
Chapman University 1999 — 2002
Master of Science, Human Resources Management and Services
California State University-Sacramento 1986 — 1988
Bachelor of Science (B.S.), Psychology
Charles Schwab October 2007 - Present
FedEx Express August 1984 - October 2007
Skills
Employee Engagement, Succession Planning, Internal Communications, Talent Management, Employee Relations, Change Management, Diversity & Inclusion, Workforce Planning, Strategic Communications, Onboarding, Performance Management, Deferred Compensation, Employee Benefits, Legal Compliance, Strategic Planning, Recruiting, Talent Acquisition, Leadership Development
Education
Chapman University 1999 — 2002
Master of Science, Human Resources Management and Services
California State University-Sacramento 1986 — 1988
Bachelor of Science (B.S.), Psychology
Emily Conforti's Charles Schwab Experience June 2013 - Present
Job Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
Abbot Downing July 2010 - June 2013
Cushman & Wakefield Sonnenblick-Goldman August 2007 - February 2009
WSP Environmental Strategies, LLC February 2005 - June 2007
Golden Gate Brokerage February 2004 - February 2005
Self Employed Consultant April 1999 - February 2004
Golden Gate Brokerage November 1997 - April 1999
Wells Fargo November 1995 - November 1997
Skills
Financial Modeling, Private Equity, Venture Capital, Alternative Investments, Strategic Planning
Education
San Francisco State University 1992 — 1996
Political Science and Government
CSU Sacramento 1990 — 1992
Political Science and Government
Charles Schwab June 2013 - Present
Abbot Downing July 2010 - June 2013
Cushman & Wakefield Sonnenblick-Goldman August 2007 - February 2009
WSP Environmental Strategies, LLC February 2005 - June 2007
Golden Gate Brokerage February 2004 - February 2005
Self Employed Consultant April 1999 - February 2004
Golden Gate Brokerage November 1997 - April 1999
Wells Fargo November 1995 - November 1997
Skills
Financial Modeling, Private Equity, Venture Capital, Alternative Investments, Strategic Planning
Education
San Francisco State University 1992 — 1996
Political Science and Government
CSU Sacramento 1990 — 1992
Political Science and Government
Fadi Ahmed's Charles Schwab Experience April 2007 - May 2009
Job Relationship Manager
Industry Financial Services
Experience
De Groote Financial Group LLC September 2013 - Present
United Capital Financial Advisers, LLC November 2009 - September 2013
Western International Securities June 2009 - October 2009
Charles Schwab April 2007 - May 2009
AIG Annuity February 2004 - March 2007
Education
California State University-Northridge 2000 — 2004
Economics
De Groote Financial Group LLC September 2013 - Present
United Capital Financial Advisers, LLC November 2009 - September 2013
Western International Securities June 2009 - October 2009
Charles Schwab April 2007 - May 2009
AIG Annuity February 2004 - March 2007
Education
California State University-Northridge 2000 — 2004
Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank