Charles Schwab

Industry: Financial services company

Description

The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,

Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Charles Schwab Employees

Employee
Years
Job
Industry
Frank Gutierrez Frank Gutierrez San Francisco Bay Area Details
Frank Gutierrez's Charles Schwab Experience February 1996 - February 1998
Job Experienced Software Executive
Industry Internet
Experience
Genesys  August 2012 - Present
E*TRADE Financial  March 2005 - August 2012
E*TRADE Financial  March 2002 - March 2004
E*TRADE Financial  March 2000 - March 2002
E*TRADE Financial  March 1998 - March 2000
Charles Schwab   February 1996 - February 1998
Charles Schwab   February 1992 - February 1996
San Francisco Federal Savings   January 1991 - February 1992

Skills
XHTML, HTML5, Agile Project Management, Web Development, JavaScript, CSS, Product Management, Project Portfolio..., Software Project..., HTML 5, Vendor Management, SDLC, Business Analysis, Software Development, E-commerce, Web Applications, Testing, Enterprise Architecture, Management, SOA, SQL, Integration, Agile Methodologies, Enterprise Software, Project Management, User Experience, Leadership, Scrum, Perl, Mobile Devices, Software Engineering, Requirements Analysis, Product Development, Web Services, Cloud Computing, Mobile Applications, SaaS, Java, IT Strategy, Architecture, Spring, Business Intelligence, Linux, User Interface, Distributed Systems, REST, Strategy, Unix, Java Enterprise Edition, jQuery UI

Education
Carnegie Mellon University   2008 — 2010
Masters in Software Management, Software Engineering

University of San Francisco   1994 — 1998
MBA, Computer Science

UC Davis   1988 — 1991
BA, Economics

Lowell   1983 — 1989
High School Degree, General Education

Larina L'Etoile Larina L'Etoile Phoenix, Arizona Area Details
Larina L'Etoile's Charles Schwab Experience October 2012 - Present
Job Training Manager Instructional Designer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2012 - Present
Self - Employed Artist  January 2001 - Present
Charles Schwab   August 2008 - September 2012
Charles Schwab   October 2007 - July 2008

Skills
Leadership, Project Management, Teaching, Customer Service, Photoshop, Social Media, Coaching, Program Management, Editing, Strategic Planning

Education
California State University-Sacramento   2002 — 2005
Bachelor of Science (BS), Fine and Studio Arts

University of California, Santa Cruz   2001 — 2002
Molecular Biology

Lindsey Ray, CAPM Lindsey Ray, CAPM Pittsburgh, Pennsylvania Details
Lindsey Ray, CAPM's Charles Schwab Experience July 2008 - April 2011
Job Carnegie Mellon University Tepper School of Business MBA Candidate 2016
Industry Financial Services
Experience
Honeywell  May 2015 - August 2015
SEAKR Engineering  April 2011 - July 2014
Charles Schwab   July 2008 - April 2011
Charles Schwab   July 2010 - December 2010

Skills
Analysis, Project Management, Microsoft Excel, Stocks, Bonds, Mutual Funds, MS Project, Earned Value Management, Finance, Budgets, Cross-functional Team..., Financial Analysis, Program Management, Microsoft Project, Strategy

Education
Carnegie Mellon University - Tepper School of Business   2014 — 2016
Master of Business Administration (MBA), Marketing, Strategy and Finance

DePaul University   2012 — 2012
Certificate in Project Management, Project Management

Colorado State University   2004 — 2008
Business, Finance

Vaibhav Sane Vaibhav Sane San Francisco, California Details
Vaibhav Sane's Charles Schwab Experience October 2013 - Present
Job Consultant Senior Business Systems Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   October 2013 - Present
ADP  May 2013 - August 2013
Capital Group  March 2011 - October 2012
Blue Shield  April 2010 - November 2010
Verizon Business  February 2006 - January 2010
Optimum Technology Solutions   August 2004 - December 2008
Deloitte  2005 - 2006
Georgia Southwestern State University  January 2001 - January 2003

Skills
Data Warehousing, ETL, Web Applications, SDLC, Data Modeling, Oracle, PL/SQL, SQL, Unix, Data Migration, Informatica, Business Objects, Actuate Reporting, Crystal Reports, Business Analysis, Data Analysis, Business Intelligence..., Requirements Analysis, Database Design

Education
Georgia Southwestern State University   2001 — 2003
M.S., Computer Science

The Maharaja Sayajirao University of Baroda   1994 — 1998
B.E., Mechanical Engineering

Central Michigan University

Jason Dark Jason Dark New York, New York Details
Jason Dark's Charles Schwab Experience May 2012 - August 2013
Job Investment Banking Analyst Intern at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co.   September 2014 - Present
Global Risk Partners   August 2014 - September 2014
Charles Schwab   May 2012 - August 2013
KCM Asset Management  August 2010 - May 2012
Stetson University  August 2010 - December 2010

Skills
Portfolio Management, Analysis, Bloomberg, Equities, Hedge Funds, Equity Valuation, Finance, Economic Forecasting, Statistical Modeling, Econometric Modeling, Portfolio Optimization, DCF Valuation, Financial Modeling, Valuation, Investments

Education
Cass Business School   2013 — 2014
Master of Science (MSc), Investment Management

Stetson University   2008 — 2012
Bachelor of Business Administration (BBA), Finance & Applied Statistics

Katie Yeadon Katie Yeadon San Francisco Bay Area Details
Katie Yeadon's Charles Schwab Experience January 2013 - April 2013
Job HR Manager at Webpass Inc.
Industry Human Resources
Experience
Webpass Inc.  May 2013 - Present
Charles Schwab   January 2013 - April 2013
Newtown Savings Bank  March 2010 - November 2012
Capella University  February 2005 - February 2010
Capella Education Company  February 2005 - February 2010
ITT Technical Institute  October 2003 - February 2005
University of Minnesota  October 2002 - October 2003

Skills
ADP Payroll, PeopleSoft, Talent Acquisition, Onboarding, Employee Relations, Interviewing, Screening, Applicant Tracking..., HRIS, Full-cycle Recruiting, Employment Law, HR Policies, Recruitment/Retention, Job Descriptions, Affirmative Action, Payroll Processing, Background Checks, Process Improvement, Interviews, New Hire Orientations, Strategic Sourcing, EEO/AA Compliance, Social Networking, Human Resources, Internet Recruiting, Recruiting

Education
Capella University   2006 — 2007
Human Resources Management

University of Minnesota-Twin Cities   1999 — 2003
B.A., Sociology

Abbie Micucci Abbie Micucci Greater Boston Area Details
Abbie Micucci's Charles Schwab Experience 2001 - 2003
Job *
Industry Apparel & Fashion
Experience
Stella & Dot  May 2011 - May 2014
Charles Schwab   2001 - 2003
Principal Financial Group  1997 - 2001

Skills
Public Speaking, Fundraising, Social Media Marketing, Social Media, Sales, Community Outreach, Public Relations, Non-profits, Strategic Planning, Microsoft Excel, Microsoft Word, Project Management, Event Planning, Volunteer Management, Fashion, Social Networking, Marketing, Microsoft Office

Education
Central College   1991 — 1995
Bachelor of Arts, Spanish, Latin American Studies

Tad Hensley Tad Hensley Austin, Texas Area Details
Tad Hensley's Charles Schwab Experience 2000 - 2002
Job Secondary Marketing | Loan Sales & Securitization | Product Development | Investor Relations | PostClosing
Industry Banking
Experience
AmeriPro Home Loans  2011 - Present
AmeriPro Home Loans  2012 - Present
AmeriPro Home Loans  2004 - 2011
Northland Funding Group   2003 - 2004
DHI Mortgage  2002 - 2003
Charles Schwab   2000 - 2002

Skills
Risk Management, Pipeline Hedging, Product Development, Encompass, Hedging, Process Automation, Interest Rate Risk..., Mortgage Servicing, Mortgage Banking, Secondary Market, Mergers & Acquisitions, Refinance, Finance, Residential Mortgages, Mortgage Lending, Loans, Valuation, Loan Origination, FHA, Loan Servicing, USDA, Senior Management..., FHA financing, Project Management, Secondary Mortgage...

Education
California State University-San Bernardino - College of Business and Public Administration   1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance

Cara Habegger Cara Habegger Phoenix, Arizona Area Details
Cara Habegger's Charles Schwab Experience April 2003 - October 2008
Job Marketing Consultant
Industry Financial Services
Experience
Trilogy Marketing Group  May 2009 - Present
Cara Habegger Consulting, LLC   October 2011 - Present
Charles Schwab   April 2003 - October 2008
CAL  August 2001 - August 2002
Cedarville University  June 2000 - August 2001

Skills
Project Management, Product Management, Product Development, Strategy, Marketing, B2B, Sales, Marketing Communications, Online Advertising, Retirement, Financial Services, Project Planning, 401k, Direct Marketing, Marketing Strategy, Integrated Marketing, Email Marketing, Copywriting, Public Speaking

Education
Cedarville University   1997 — 2000
B.A., English, Education

Jerusalem University College   1999 — 1999
Middle Eastern Studies

American International School of Luxembourg   1986 — 1993

Keven C. Williams Keven C. Williams Atlanta, Georgia Details
Keven C. Williams's Charles Schwab Experience November 2000 - June 2001
Job Multimedia Communications Coordinator at Atlanta Housing Authority
Industry Media Production
Experience
Atlanta Housing Authority  October 2014 - Present
KRJ Productions, LLC   June 2006 - Present
Impact Church  January 2010 - December 2012
AT&T  October 2008 - October 2010
AT&T  September 2006 - October 2008
College Bound  September 2003 - July 2006
Scottrade  August 2001 - September 2003
Charles Schwab   November 2000 - June 2001
Scottrade  April 1999 - November 2000

Skills
Video Production, Customer Retention, Email Marketing, Social Networking, Video Editing, Directing, Short Films, Social Media Marketing, Networking, Business Development, Film Editing, Sales Operations, Consulting, Camera Operating, Documentaries, A/V systems, Final Cut Pro, Video Directing, Live Streaming, Sales Management, Staff Development, Train Staff, A/V Installation, Adobe Creative Suite, Microsoft Office, Live Video Streaming, Stock Trading, T1s, Metro Ethernet, Stock Management, Mutual Funds, System Testing, video encoding, Broadcast, Data Analysis, Database Admin, Data Modeling, Management, Marketing, Project Management, Social Media, Strategic Planning

Education
California State University-Sacramento   1997 — 2000
Bachelor of Science (B.S.), Business Administration, Managerial Finance

Clark Atlanta University   1995 — 1997

Travis Guyder Travis Guyder Delafield, Wisconsin Details
Travis Guyder's Charles Schwab Experience November 1999 - September 2003
Job ★ Wealth Manager for Individuals, Families and Business Owners
Industry Financial Services
Experience
Guyder Financial Group   April 2012 - Present
Fidelity Investments  January 2004 - April 2012
Charles Schwab   November 1999 - September 2003
MassMutual Financial Group  September 1997 - November 1999

Skills
Investments, Strategic Financial..., Portfolio Management, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Strategy, Series 7, Series 65, 401k, Retirement, Series 6, FINRA, Securities, Investment Advisory, Equities, Asset Managment, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Financial Advisory, Finance, Fixed Income

Education
Canisius College   1992 — 1996
Bachelor of Science (B.S.), Finance

Peter McIntosh Peter McIntosh San Francisco Bay Area Details
Peter McIntosh's Charles Schwab Experience 1992 - 1998
Job High School Math Teacher
Industry Education Management
Experience
Oakland Unity High School  2010 - Present
Castlemont Business Information and Technology High School   2009 - 2010
Fremont High School  2008 - 2009
Corporate and Non-profit Boards   1998 - 2008
Charles Schwab   1992 - 1998
Price Waterhouse Management Consultants  1984 - 1992

Skills
Staff Development, Public Speaking, Educational Leadership, Curriculum Development, Teaching, Technology Integration, PowerPoint, Geometry, Calculus, Blended Learning, Classroom Management, Microsoft Excel, Microsoft Word, Team Leadership, Pre-Calculus, Standardized Testing, PowerSchool, Trigonometry, Algebra 1 & 2, Algebra, Technological..., Common Core Standards, Curriculum Design, Classroom, Mathematics Education, E-Learning

Education
Carnegie Mellon University
Master of Science (M.Sc.), Industrial Administration

College of the Holy Cross
Bachelor of Arts (B.A.), Economics

Yves Petit Yves Petit San Francisco, California Details
Yves Petit's Charles Schwab Experience May 2013 - Present
Job Senior Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   May 2013 - Present
PolyPaths, LLC  October 2007 - April 2013

Skills
Derivatives, Hedge Funds, Bloomberg, Financial Modeling, Fixed Income, Valuation, Quantitative Finance, Quantitative Analytics, Data Analysis, Market Risk, Capital Markets, Options

Education
Carnegie Mellon University   2006 — 2007
Master of Science (M.S.), Electrical and Computer Engineering

Carnegie Mellon University   2002 — 2006
Bachelor of Science (B.S.), Electrical and Computer Engineering

Clark Boyles Clark Boyles Smyrna, Georgia Details
Clark Boyles's Charles Schwab Experience April 1991 - December 2002
Job Pastor at LaBelle Heights Baptist Church
Industry Religious Institutions
Experience
LaBelle Heights Baptist Church   November 2010 - Present
Georgia Air National Guard  August 1989 - June 2009
Charles Schwab   April 1991 - December 2002

Skills
Training & Development, Performance Improvement, Organizational..., Problem Solving &..., Train the Trainer, Training Needs..., Mentoring & Coaching, Strategic Planning &..., Change Management, Instructor Training &..., Budget Planning &..., Employee Training, Leadership Development, Program Management, Training Needs Analysis, Staff Development, Management, Recruiting, Human Resources, Leadership, Cross-functional Team..., Training, Personal Development, Strategic Planning, Budgets, Marketing, Project Planning, Executive Management, Time Management, Motivational Speaking, Conflict Resolution, Coaching, Pastoral Care, Preaching, Pastoral Counseling, Missions, Church Events, Administration, Youth Ministry

Education
Oakland Community College   1974 — 1977
Associates of Arts Degree, Business Administration, Management and Operations

Central Michigan University
Industrial Business Management

Robert Gennett Robert Gennett Greater New York City Area Details
Robert Gennett's Charles Schwab Experience November 2006 - March 2008
Job Sr. Consultant FP&A at Verizon
Industry Financial Services
Experience
Avaya  December 2014 - February 2015
Bayer HealthCare  January 2014 - July 2014
CBRE / Cisco   March 2013 - August 2013
Visa, Inc.   October 2011 - November 2012
Kaiser Permanente  November 2010 - August 2011
Copart  January 2010 - October 2010
EVault A Seagate Company  March 2008 - February 2009
Charles Schwab   November 2006 - March 2008
AIG  October 2005 - October 2006
Kraft, Baxter, Bank of NY Mellon, HSBC Group, Burger King, AutoNation, Braun Consulting, Knightsbrid   September 1999 - September 2005

Skills
PeopleSoft, Consolidation, Hyperion, Cognos, Financial Modeling, Financial Analysis, Forecasting, Accounting, Variance Analysis, Budgeting, Financial Reporting, Excel, Process Improvement, Access, Outlook, Risk Management, Analysis, Compliance, Strategic Planning, Data Analysis, SAP, PowerPoint, Capital Budgeting, JD Edwards, Essbase, GAAP, Financial Planning, General Ledger, Cash Flow, Valuation, Reconciliation, Financial Accounting, Corporate Finance, Pivot Tables, Financial Management, Accruals, Banking, Planning, Word, Cost Analysis, Business Objects, P&L, Hyperion Planning, Problem Solving, Account Reconciliation, Risk Analysis, Strategic Financial...

Education
Carnegie Mellon University   1999 — 1999
MSEC, E-Commerce

University of Pittsburgh - Joseph M. Katz Graduate School of Business   1998 — 1999
MBA, Finance

University of Pittsburgh   1994 — 1997
BS, Biology - Pre-Medical Careers

Pratik Mohapatra Pratik Mohapatra San Francisco Bay Area Details
Pratik Mohapatra's Charles Schwab Experience December 2013 - July 2014
Job Business Analyst at Gap Inc./Old Navy
Industry Investment Banking
Experience
Gap Inc./Old Navy   January 2015 - Present
Visa  August 2014 - December 2014
Charles Schwab   December 2013 - July 2014
Littler Mendelson  July 2013 - December 2013
Benefit Cosmetics  November 2011 - February 2013
Legacy Partners  October 2010 - September 2011

Skills
Microsoft Excel, SQL*Plus, Financial Analysis, Financial Reporting, Crystal Reports, Agile Methodologies, Quality Center, Rational Rose..., Access, User Acceptance Testing, Data Management, Finance, Forecasting

Education
Carleton University   2005 — 2009
Bachelor of Business Administration (BBA), Economics

Nick Bear Nick Bear Greater Denver Area Details
Nick Bear's Charles Schwab Experience September 2008 - August 2011
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Grilled Cheese Marketing   April 2015 - Present
1 Million Cups Organizer  May 2015 - September 2015
Motif Investing  September 2011 - April 2015
Social Plaza   June 2010 - August 2011
Charles Schwab   September 2008 - August 2011
T. Rowe Price  November 2007 - September 2008
T. Rowe Price  August 2007 - September 2008
T. Rowe Price  June 2006 - September 2008
T. Rowe Price  November 2005 - November 2007
Heritage College & Heritage Institute  February 2005 - September 2005

Skills
Investment Management, Entrepreneur, Series 7, Social Media Marketing, Customer Experience, Customer Acquisition, Sales, Marketing, CRM, New Business Development, Entrepreneurship, Portfolio Management, Analysis, Management, Social Media, Financial Services, Finance, Investments, Start-ups, Risk Management, Strategy, Mutual Funds, Project Management, Strategic Financial..., Financial Analysis, Strategic Partnerships, Leadership, Relationship Management, Retirement Planning, Retirement, Analytics

Education
Capella University   2005 — 2008
2008 Master of Business Administration, Finance

Colorado State University   2000 — 2004
Bachelor of Science, Resort and Restaurant Management

Paul Alan Davis, CFA Paul Alan Davis, CFA Santa Barbara, California Details
Paul Alan Davis, CFA's Charles Schwab Experience June 2003 - June 2013
Job Founder & Managing Partner at FactorPad LLC
Industry Investment Management
Experience
FactorPad   June 2013 - Present
Charles Schwab   June 2003 - June 2013
Asset Allocation and Investment Consulting   June 2001 - June 2003

Education
California State University-Sacramento   1991 — 1993
MBA, Investments

California State University-Sacramento   1985 — 1989
BS - Finance, Finance, Economics, Communications

Amy Renea Amy Renea Phoenix, Arizona Area Details
Amy Renea's Charles Schwab Experience 1995 - 1997
Job Job Coach at Spectrum
Industry Mental Health Care
Experience
Arapahoe / Douglas Mental Health Network  Job CoachSpectrumJuly 2015 - Present
Partners In Recovery  February 2013 - May 2015
Adams Traditional Academey   2012 - 2012
Charles Schwab   1995 - 1997
Instituto Britanico De Monterrey, Monterrey, Nuevo Leon   January 1994 - June 1995

Skills
Narrative Therapy, Psychotherapy, Psychology, Crisis Intervention, Mental Health Counseling, Teaching, Treatment, Cultural Sensitivity, Mental Health, Educational Course..., Group Therapy, Cross-cultural Education, Adolescents, Cross-cultural..., Community Outreach, Public Speaking, Case Management, Higher Education, Training, Social Services, Coaching, Healthcare, Research, CBT, Counseling Psychology, Behavioral Health, Interpreting, Time Management, Family Therapy, Group Presentations, Staff Development, Adult Education, Leadership Development, Program Development, Leadership

Education
Capella University   2012 — 2015
Master's degree, Mental Health Counseling/Counselor, 4.0

Kansas State University   1990 — 1993
Bachelor's degree, English Language and Literature/Letters

Instituto Tecnológico y de Estudios Superiores de Monterrey   1992 — 1993
Foreign Exchange Student, Foreign Exchange Student

Seoul International School, Seoul, South Korea
College Prepatory Diploma, Honor Roll

Jason Reisman Jason Reisman Greater New York City Area Details
Jason Reisman's Charles Schwab Experience February 2001 - May 2001
Job
Industry Computer Software
Experience
FiftyThree Inc.  September 2015 - Present
Personal Projects  January 2011 - Present
Microsoft  July 2012 - August 2015
Perceptive Pixel  August 2011 - October 2012
Perceptive Pixel  June 2008 - August 2011
New York University  June 2005 - June 2008
Komera   July 2001 - August 2006
Charles Schwab   February 2001 - May 2001
Sony Music Entertainment  October 2000 - January 2001
Kiwi Consulting   February 2000 - October 2000

Skills
Software Development, Algorithms, Software Engineering, Computer Science, C++, OpenGL, Computer Graphics, Java, Multithreading, High Performance..., Scientific Computing, Multi-touch, Machine Learning, Objective-C, Python, C, Boost, Linux, Qt, Software Design, C++/CLI, Gesture Recognition, OpenCV

Education
New York University   2006 — 2008
PhD student (did not graduate), Computer Science

New York University   2003 — 2005
MS, Computer Science

Carnegie Mellon University   1994 — 1999
BS, Cognitive Science and Computer Science

Monette Medina Monette Medina San Francisco, California Details
Monette Medina's Charles Schwab Experience August 1995 - Present
Job
Industry Financial Services
Experience
Charles Schwab   August 1995 - Present
Charles Schwab   August 1995 - January 1996
Sanrio, Inc.   January 1989 - May 1995

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Bilingual -..., Accounting

Education
California State University-Sacramento   1992 — 1995
Bachelor of Arts (B.A.), Communications

Charles Beaudry Charles Beaudry United States Details
Charles Beaudry's Charles Schwab Experience January 1999 - August 1999
Job Versitile Business Professional
Industry Financial Services
Experience
Blue Parrot   August 2011 - Present
.   June 2000 - Present
Charles Schwab   January 1999 - August 1999
Exeltek   June 1998 - May 1999
Banc One Corp  April 1997 - October 1998
Norwest Bank  February 1992 - March 1997
F & M Bank  November 1990 - December 1991
First Interstate Bank  March 1988 - October 1990

Skills
Management, Leadership, Marketing, Time Management, Team Building, Customer Service, Communication, Bank Operations, Retail Brokerage

Education
Cardinal Stritch University
Teacher Certification, Elementary Education and Teaching

University of Wisconsin-Milwaukee
Bachelor's Degree, Elementary Education and Teaching

Rehman Rashid Rehman Rashid San Francisco Bay Area Details
Rehman Rashid's Charles Schwab Experience August 2014 - Present
Job Corporate Strategy and Financial Services Professional
Industry Financial Services
Experience
Charles Schwab   August 2014 - Present
Wells Fargo Securities  2012 - 2013
BlackRock  2005 - 2010
Fisher Investments  2003 - 2005

Skills
Microsoft Excel, Financial Modeling, PowerPoint, Valuation, Bloomberg, Investments, Financial Services, Portfolio Management, Investment Banking, Corporate Finance, Investment Strategies, Financial Analysis, Competitive Analysis, Securities, Finance, Mutual Funds, Equities, Asset Allocation, Analysis, Investment Management, Mergers & Acquisitions, Asset Management, Mergers, Hedge Funds, IPO, Financial Markets, Financial Reporting, Capital Markets, Industry Analysis, Factset, Start-ups, Oracle, SQL, ERP, Salesforce.com, Business Strategy, Due Diligence, Strategy

Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance and Accounting

University of California, Berkeley
B.A., Legal Studies with minor in Business Administration

Kulvinder Rai, CFP® Kulvinder Rai, CFP® Roseville, California Details
Kulvinder Rai, CFP®'s Charles Schwab Experience August 2007 - April 2012
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2012 - Present
Charles Schwab   August 2007 - April 2012
Fidelity Investments  April 2005 - June 2007
E*TRADE Financial  August 1997 - April 2005

Skills
Portfolio Review, Mutual Funds, Retirement Accounts, Insurance, Retirement Planning, Stocks, Bonds, Variable Annuities, Fixed Annuities, Investment Advisory..., Licensed Life Insurance..., Certified Financial...

Education
California State University-Sacramento   1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General

Stephanie A. Stern Stephanie A. Stern Greater New York City Area Details
Stephanie A. Stern's Charles Schwab Experience June 2014 - August 2014
Job Research and Development Intern at The NPD Group
Industry Market Research
Experience
The NPD Group  June 2015 - August 2015
Carnegie Mellon University  January 2013 - May 2015
Charles Schwab   June 2014 - August 2014
Carnegie Mellon University  September 2013 - May 2014
National Agricultural Statistics Service  May 2013 - August 2013
Carnegie Mellon University  April 2012 - January 2013
Open Door Family Medical Centers  June 2012 - August 2012
Rosenthal JCC  June 2010 - August 2011
Bedford Pharmacy   April 2010 - August 2011
Seriatim Professional Organizers, Inc.   May 2011 - June 2011

Skills
Statistics, SAS, R, Resume Writing, Stata, Microsoft Office, Social Media, Organization, Factor Analysis, Market Research, Copy Editing, Tableau, Survey Methodology, Qualtrics, Adobe Audition

Education
University of Michigan   2015 — 2017
Master of Science, Survey Methodology, Statistical Emphasis

Carnegie Mellon University   2011 — 2015
Bachelor of Science, Policy and Management, Statistics

Byram Hills High School   2007 — 2011
High School Diploma, General Studies

Scott Dawson Scott Dawson Indianapolis, Indiana Details
Scott Dawson's Charles Schwab Experience November 2010 - August 2011
Job Transportation Manager at TMC
Industry Logistics and Supply Chain
Experience
TMC  November 2013 - June 2015
SE Warehousing & Logistics, Inc   August 2012 - November 2013
MKM Distribution Services   September 2011 - July 2012
Charles Schwab   November 2010 - August 2011
TMC Transportation  April 2010 - September 2010
Pearson VUE  November 2009 - February 2010
Sabre International  January 2008 - September 2009
Ecolab  October 2006 - January 2008
United States Marine Corps  June 2002 - June 2006

Skills
Customer Service, CDL Class A, Management, Military, Government, Corporate Finance, Brokerage, Security, Security Clearance, Physical Security, Photography, First Aid, Martial Arts, Rifle, Sniper, Dispatching, Networking, Operations Management, Sales, Information Technology, Presidency, Counterterrorism, Water Survival, Surveillance, Leadership, Forklift Operator, Adobe Creative Suite, DOT regulations, DOT Compliance, Hazardous Materials, Recruiting, Navigation, Infantry Tactics, Special Operations, Corporate Communications, Canon Cameras, Reconnaissance, Security Management, PSD, Satellite, Task Force, Undercover, Defense Contracting, Weapons & Tactics..., Top Secret, Transportation, Warehousing, Warehouse Management, Logistics Management, Supply Chain Management

Education
Capella University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, Project Management

Alisha Tack Alisha Tack Greater Minneapolis-St. Paul Area Details
Alisha Tack's Charles Schwab Experience March 2011 - December 2012
Job Business HR Manager, Human Resources at 3M
Industry Research
Experience
3M  December 2012 - Present
Charles Schwab   March 2011 - December 2012
Charles Schwab   March 2011 - December 2012
Chevron  January 2006 - March 2011
MIDWEST SURGICAL SERVICES   January 2004 - November 2005
BUSINESS TELECOM, INC  January 2002 - October 2003
Hartmarx Corporation  May 2000 - August 2001

Skills
Workforce Planning, Succession Planning, Compensation, Talent Management, Global HR, Strategic Sourcing, Coaching, Background Checks, Deferred Compensation, Change Management, Employee Benefits, Employee Engagement, Employee Relations, Personnel Management, Strategy, Organizational..., HRIS, Recruiting, Training, Human Resources, Team Leadership, Organizational..., Leadership, Interviews, Strategic Planning, Performance Management, Program Management

Education
San Francisco State University
Master of Business Administration

Central Michigan University
Master of Science, Human Resources

The University of North Dakota
Bachelor of Arts, Psychology

Jenny Tsuruda Jenny Tsuruda Greater Los Angeles Area Details
Jenny Tsuruda's Charles Schwab Experience June 1999 - August 2001
Job at Hancock Park Associates
Industry Wholesale
Experience
Hancock Park Associates   July 2006 - Present
MJW Investments  March 2004 - May 2006
Charles Schwab   June 1999 - August 2001

Education
San Diego State University-California State University   1995 — 1997
Bachelor of Science, Business

CSU Sacramento   1990 — 1992

Navi Chahal Navi Chahal San Francisco Bay Area Details
Navi Chahal's Charles Schwab Experience 1992 - 1998
Job Channel Sales Manager at Hewlett Packard
Industry Consumer Electronics
Experience
Hewlett Packard  2002 - Present
Palm  2000 - 2001
Charles Schwab   1992 - 1998

Skills
Go-to-market Strategy, Partner Management, Product Marketing, Solution Selling, Channel, Channel Partners, Enterprise Software, Contract Negotiation, Strategy, Business Development, Business Planning, Leadership, Pricing, Marketing, Executive Management, International Sales, CRM, Product Management, Competitive Analysis, Business Alliances, Strategic Partnerships, Strategic Planning, Multi-channel Marketing, Cloud Computing, Sales Operations, Cross-functional Team..., Direct Sales, Sales Process, P&L Management, Professional Services, Demand Generation

Education
California State University-Sacramento   1989 — 1992
Finance

Georgia Institute of Technology
Industrial Management

Mari Bunney Mari Bunney Des Moines, Iowa Area Details
Mari Bunney's Charles Schwab Experience June 2010 - January 2012
Job Associate Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Funds  May 2014 - Present
Principal Funds  December 2011 - April 2014
Charles Schwab   June 2010 - January 2012
RMR Wealth Management   November 2009 - May 2010
ING Funds  September 2008 - October 2009
ING  August 2005 - September 2008
ING  May 2004 - August 2005

Skills
Mutual Funds, Series 6, Series 24, FINRA, Retirement Planning, Securities, Investments, Alternative Investments, Retirement, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management

Education
Central College   2001 — 2004
Business Management, Finance

Jason M. Bezon Jason M. Bezon Greater Denver Area Details
Jason M. Bezon's Charles Schwab Experience November 2013 - Present
Job
Industry Financial Services
Experience
Charles Schwab   November 2013 - Present
Highlands Ranch Community Association  October 2013 - Present

Skills
ALM, Asset Management, Investments, Risk, Bloomberg, Financial Modeling, Valuation, Trading, Portfolio Management, Analytics, Risk Management, Fixed Income, Financial Risk, Asset Managment, Capital Markets, Equities, Derivatives, Investment Banking, Credit Analysis, Forecasting, Credit Risk, Financial Analysis

Education
Carnegie Mellon University - Tepper School of Business   1999 — 2001
MBA, Finance, Strategy, International Business

The Ohio State University   1993 — 1997
BSBA, Finance

Hadi Koesnodihardjo Hadi Koesnodihardjo San Francisco Bay Area Details
Hadi Koesnodihardjo's Charles Schwab Experience 2000 - 2002
Job Therapist & Software Developer
Industry Computer Software
Experience
Oracle  February 2013 - Present
Hadi Koesnodihardjo, LMFT   August 2012 - Present
Oracle  June 2010 - February 2013
Oracle  October 2009 - June 2010
GoldenGate Software  October 2005 - September 2009
ENET   2003 - 2005
Charles Schwab   2000 - 2002
Charles Schwab   1997 - 2000
Integeral System   1995 - 1997
Tesseract  1989 - 1995

Skills
SaaS, SQL, Oracle, Agile Methodologies, Management, Enterprise Software, Vendor Management, Software Development, Cloud Computing, SDLC, Integration, Databases, Data Warehousing, Business Intelligence, Quality Assurance, Unix

Education
Golden Gate University   2004 — 2006
M.A., Clinical Psychology

Golden Gate University   1990 — 1992
MSc, Information Science

Case Western Reserve University   1981 — 1985
BSc, Computer Engineering

Troy Neily AIF® Troy Neily AIF® Manchester, New Hampshire Details
Troy Neily AIF®'s Charles Schwab Experience April 2003 - April 2006
Job Partner at Flatiron Financial Group
Industry Financial Services
Experience
Flatiron Financial Group   May 2006 - Present
Charles Schwab   April 2003 - April 2006
Charles Schwab   November 1998 - April 2003
Fidelity Investments  March 1997 - October 1998
The Hartford  1995 - 1997

Skills
401k, Investment Advisory, Retirement Plan..., Qualified Retirement..., Asset Managment, RIA, Investment Strategies, Fixed Income, Series 7, Series 63, Retirement Planning, Wealth Management, Investment Advisory..., Small Business, AIF, Securities, Investments, Insurance, Retirement, Financial Advisory, IRAs, Pensions, Profit Sharing, Defined Benefit, Portfolio Management, Employee Benefits, 401k Rollovers, Investment Management, Series 6, Fixed Annuities, Disability Insurance, Asset Management, Long-term Care, Asset Allocation, Finance, Estate Planning, Mutual Funds, Alternative Investments, Financial Services, Variable Annuities, ETFs, Strategic Financial..., Term Life Insurance, Series 65, FINRA, Equities, Financial Planners, ERISA, Wealth Accumulation, Financial Planning

Education
Central Connecticut State University

Joe Escalada Joe Escalada Bakersfield, California Area Details
Joe Escalada's Charles Schwab Experience 2008 - 2008
Job Adjunct Professor at DeVry University
Industry Investment Management
Experience
DeVry University  August 2011 - Present
California State University, Bakersfield  April 2011 - Present
Freelance  June 2009 - Present
CalPERS  August 2008 - May 2009
Charles Schwab   2008 - 2008
Wells Fargo  January 2007 - September 2007
Bridge Capital  April 2006 - January 2007
GE Global Research  July 2002 - September 2002
Caltech  June 2001 - August 2001
Caltech  June 2000 - August 2000

Education
University of California, Davis - Graduate School of Management   2007 — 2009
MBA, Finance

University of California, Berkeley   2003 — 2006
MS, Chemistry

Caltech   1999 — 2003
BS, Chemistry

DeVry University-California

Vadim Svinkin Vadim Svinkin Columbus, Ohio Area Details
Vadim Svinkin's Charles Schwab Experience November 1997 - December 2002
Job Business Intelligence
Industry Information Technology and Services
Experience
CGI  September 2010 - Present
Insurance.com  March 2005 - September 2010
Conferon (now Experient)   March 2003 - March 2005
Charles Schwab   November 1997 - December 2002
Thompson Hine LLP  December 1994 - November 1997

Skills
ETL, Business Intelligence, Data Warehousing, Database Design, Data Modeling, Data Quality, PL/SQL, SQL, DB2, SQL Server, T-SQL, Requirements Gathering, Informatica, Erwin, Microsoft SQL Server, Data Warehouse..., Databases, Oracle, Cognos, Software Development, C#, Star Schema, Crystal Reports, ASP.NET, OLAP, Data Integration, Dimensional Modeling, SDLC, SSIS, Enterprise Architecture

Education
Case Western Reserve University   1989 — 1993
B.S., Computer Engineering

Robert Shank Robert Shank San Francisco Bay Area Details
Robert Shank's Charles Schwab Experience 1997 - 1999
Job Senior Level Technology Professional
Industry Computer Software
Experience
Hitachi Data Systems  September 2008 - Present
Shire Partners Inc.   June 2008 - December 2011
Northstar Services Inc.   September 2003 - September 2008
Safeweb   2002 - 2003
Acero  2001 - 2002
Incyte Genomics  1999 - 2001
Charles Schwab   1997 - 1999

Skills
Storage, Cloud Computing, Product Management, Product Strategy, Enterprise Software, Linux Clustering, Big Data, Replication, Backup & Restore, Business Development, Software Project..., Strategy, Storage Virtualization, High Availability, Enterprise Storage, Storage Area Networks, SharePoint, Software Development, Pre-sales, Management, Databases, SaaS, Go-to-market Strategy, Sales Enablement, Data Center, NAS, Business Alliances, Virtualization, Storage Solutions, Partner Management, Professional Services, Solution Architecture, SAN, Enterprise Architecture, Servers, Start-ups

Education
University of California, Berkeley

Cañada College

Pyramind

Kim Sassaman Kim Sassaman Albuquerque, New Mexico Area Details
Kim Sassaman's Charles Schwab Experience January 2000 - November 2001
Job Director, Information Security / HIPAA Security Officer
Industry Hospital & Health Care
Experience
Presbyterian Healthcare Services  January 2009 - Present
Secure Mind LLC   August 2008 - June 2012
Orange Parachute   August 2005 - August 2008
HotSkills, Inc.   August 2005 - August 2008
Merrill Corporation  2007 - 2007
International Network Services  2004 - 2005
BT Global Services (BT INS)   2003 - 2004
Cox Communications  2001 - 2004
Charles Schwab   January 2000 - November 2001
CISCO Systems  January 1999 - February 2000

Skills
Risk Management, Information Security..., Information Security..., ISO 27001, PCI DSS, HIPAA, HITECH, Healthcare IT, Data Loss Prevention, IT Management, IT Strategy, Security Audits, Healthcare Information..., CISSP, Information Security, Risk Assessment, DLP, Business Continuity, Enterprise Architecture, Disaster Recovery, Network Security, Cross-functional Team..., Security, ITIL, Firewalls, Information Technology, Governance, Computer Forensics, Cisco Technologies, Computer Security, Sarbanes-Oxley Act, Networking, Identity Management, COBIT, IT Security Assessments, IT Security Policies, Program Management, Leadership, Management

Education
Capella University   2008 — 2011
Bachelors of Science

Sam Houston State University   1993 — 1996
None

Huntsville High School   1989 — 1993
Diploma

Dean Kohmann Dean Kohmann Cleveland/Akron, Ohio Area Details
Dean Kohmann's Charles Schwab Experience April 1997 - January 2011
Job SVP, Investment Services at ValMark Securities
Industry Financial Services
Experience
ValMark Securities  August 2011 - Present
The Chapel  February 2011 - July 2011
Charles Schwab   April 1997 - January 2011
The J. M. Smucker Company   April 1995 - April 1997
Ernst & Young LLP  1991 - 1995
Financial Accounting Standards Board (FASB)   May 1992 - June 1993

Skills
401k, Financial Analysis, Leadership, Retirement, Financial Services, Management, Mutual Funds, Finance, Public Speaking, Investments, Strategic Planning, Series 7, Accounting, Pensions, Financial Reporting, Retirement Planning, Series 63, Banking, Securities, Employee Benefits, Investment Advisory, Organizational..., Strategic Financial..., Team Building, Business Development, Customer Service, Training, Team Leadership, Cross-functional Team...

Education
Case Western Reserve University   1988 — 1992
B.S., Accounting

Trinity International University
Masters, Christian Studies

Mike Mason Mike Mason Charlotte, North Carolina Area Details
Mike Mason's Charles Schwab Experience June 1987 - December 1997
Job Sr. Market/Application Specialist at Wolters Kluwer Law & Business
Industry Computer Software
Experience
Wolters Kluwer Law & Business  August 2008 - Present
Wolters Kluwer Law & Business  September 2008 - August 2010
MNM Consulting   January 1998 - July 2008
Charles Schwab   June 1987 - December 1997

Skills
401k, Account Management, Salesforce.com, Employee Benefits, New Business Development, Pensions, Retirement, Retirement Planning, Selling, Sales Process, Enterprise Software, SaaS, Business Planning, Sales Presentations, CRM, B2B, Lead Generation, Solution Selling, Direct Sales, Strategic Partnerships, Sales

Education
Campbell University   1980 — 1984
Bachelor of Arts (B.A.), Trust Management

Olympic High School   1977 — 1980
BA in Business/Trust Management

Bryan Glass, MBA Bryan Glass, MBA Greater Milwaukee Area Details
Bryan Glass, MBA's Charles Schwab Experience July 2006 - February 2010
Job Mortgage Loan Officer at Empower Credit Union
Industry Financial Services
Experience
Empower Credit Union   January 2013 - Present
JP Morgan Chase  April 2011 - December 2012
JP Morgan Chase  April 2010 - March 2011
Charles Schwab   July 2006 - February 2010
Northwestern Mutual  January 2006 - May 2006
Monster Worldwide - TMP Directional Marketing   March 2004 - December 2005

Skills
Loans, Mortgage Lending, Financial Analysis, Finance, Financial Services, Customer Service, Investments, Management, Mortgage Underwriting, Analysis, Underwriting, Recruiting, Microsoft Office, Microsoft Excel, Mortgage Banking, Customer Satisfaction, Marketing, Loss Mitigation, Business Development, Loan Origination, Microsoft Word, Residential Mortgages, Internal Audit, Call Centers, Team Leadership, Process Improvement, Financial Reporting, Refinance, FHA, Lotus Notes, Budgets, Auditing, First Time Home Buyers, Call Center, PowerPoint, Access, Siebel, Microsoft Office 2007, MS Excel Pivot Tables, Brokers, Outlook, Closings, Retail Brokerage, Fidelity - FIS Software, Income Verification, Vlookup, Conventional Financing, Retail Banking

Education
Concordia University-Wisconsin   2009 — 2014
Masters, Finance

Cardinal Stritch University   2000 — 2002
Bachelor of Science, Business Management

Mequon-Thiensville Public Schools   1989 — 1993

Peggy Estes Peggy Estes San Luis Obispo, California Area Details
Peggy Estes's Charles Schwab Experience 1995 - 1997
Job CERTIFIED FINANCIAL PLANNER(TM) Practitioner
Industry Financial Services
Experience
Home  January 2011 - Present
FIT Financial, LLC   January 2009 - March 2011
Morgan Stanley  July 2007 - January 2009
Primerica Financial Services  2003 - 2007
USAA Investment Management Co   October 2000 - November 2001
First Union National Bank  January 2000 - October 2000
Edward Jones  1997 - 1999
Charles Schwab   1995 - 1997
Michelin  1992 - 1994
U.S. Army   1983 - 1992

Skills
Asset Allocation, Mutual Funds, Financial Services, Certified Financial..., Investments, Bonds, Equities, Retirement Planning, Strategic Financial..., Portfolio Management, Wealth Management, Investment Management, Wealth Management...

Education
Marist College   2000 — 2003
Certificate, Financial Planning

Webster University   1996 — 1998
MBA, Finance

Marquette University   1980 — 1983
BSME, Mechanical Engineering

University of Wisconsin-Platteville   1978 — 1980
Mechanical Engineering

Carroll University   1977 — 1978
Liberal Arts and Sciences/Liberal Studies

Dave Hoppe Dave Hoppe Greater Minneapolis-St. Paul Area Details
Dave Hoppe's Charles Schwab Experience June 2008 - Present
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2008 - Present
H&R Block Financial Advisors  2006 - 2008
Smith Barney  1998 - 2006
GE Lighting  1993 - 1998
Sterling Health  1992 - 1994
Fist Brokerage   1990 - 1991

Education
Carleton College   1985 — 1989
BA, History

Watertown-Mayer High School   1980 — 1989

Khalid Greathouse Khalid Greathouse Albuquerque, New Mexico Details
Khalid Greathouse's Charles Schwab Experience January 2012 - August 2012
Job Financial Manager at State of New Mexico
Industry Government Administration
Experience
State of New Mexico  October 2014 - Present
State of New Mexico  February 2014 - October 2014
State of New Mexico  August 2012 - February 2014
Charles Schwab   January 2012 - August 2012
Fidelity Investments  May 2008 - January 2012

Skills
Microsoft Office, Investment Banking, Market Analysis, Financial Services, Risk Management, Investments, Finance, Financial Analysis, Analysis, Financial Modeling, Banking, Portfolio Management, Microsoft Excel, Program Management, Management, Auditing, Budgets, Financial Planning, Strategic Planning

Education
Central New Mexico Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.71

Dean Forstmann Dean Forstmann Hartford, Connecticut Area Details
Dean Forstmann's Charles Schwab Experience March 1992 - Present
Job V.P. & Sr. Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   March 1992 - Present

Education
Rensselaer Polytechnic Institute at Hartford   1988 — 1992
MBA, Finance

University of Connecticut   1981 — 1984
Bachelor of Arts (B.A.), Economics

Central Connecticut State University   1980 — 1982
Economics

Oksana Doncila Oksana Doncila Greater Denver Area Details
Oksana Doncila's Charles Schwab Experience 2009 - 2012
Job Director, Operations at Curian Capital
Industry Financial Services
Experience
Curian Capital  2012 - Present
Charles Schwab   2009 - 2012
Morgan Stanley  2007 - 2009
US Trust, Bank of America Private Bank   2003 - 2007
Banc of America Investment Svc, Inc.   1998 - 2003

Skills
Series 7, Investments, Financial Planning, Asset Allocation, Wealth Management, Asset Managment, Financial Analysis, Financial Services, Strategic Financial..., Equities, Investment Management, Portfolio Management, Securities, Mutual Funds, Management, Bloomberg, Fixed Income, Asset Management

Education
Central European University   1996 — 1997
Master of Arts, International Relations and European Studies

   1991 — 1996
BA in Linguistics, The English and German Languages

Eric Budin Eric Budin Buffalo/Niagara, New York Area Details
Eric Budin's Charles Schwab Experience 1992 - 2000
Job Agent at New York Life Helping People Protect The Things They Love Most
Industry Insurance
Experience
New York Life Insurance Company  March 2015 - Present
GoServe!   2013 - 2015
Jericho Road Ministries  2010 - 2013
Charles Schwab   1992 - 2000

Skills
Program Development, Non-profits, Teaching, Public Speaking, Nonprofits, Volunteer Management, Fundraising, Grant Writing, Community Outreach, Christian Ministry, Christian Leadership, Donor Management, Donor Recognition, Donor Engagement, Donor Development, Donor Solicitation, Major Donor Cultivation, Volunteer Recruiting, Volunteer Training, Grants, Non-profit..., Leadership, Community Development, Community Organizing, Marketing, Board Development, Philanthropy, Coaching, Youth Development, Social Entrepreneurship, Leadership Development, Organizational..., Youth Mentoring, Staff Development

Education
Paul Smith's College   1980 — 1982
A.A.S., Environmental Science

Canisius College   1992 — 1995
Continuing Studies, Organizational Psychology

Shane Bueme Shane Bueme Chicago, Illinois Details
Shane Bueme's Charles Schwab Experience September 2015 - Present
Job Associate Product Manager (Mobile) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   September 2015 - Present

Education
Canisius College   2010 — 2011
Master of Business Administration, Marketing

Canisius College   2006 — 2010
Bachelor of Science, Marketing

West Seneca East Senior High School

Gayle Korn Gayle Korn Phoenix, Arizona Area Details
Gayle Korn's Charles Schwab Experience March 2007 - September 2010
Job Manager, Data Center Operations at Cancer Treatment Centers of America
Industry Information Technology and Services
Experience
T-Systems  May 2011 - May 2012
AutoZone  December 2010 - May 2011
Charles Schwab   March 2007 - September 2010
BlueCross BlueShield of AZ   July 2004 - March 2007
Humana  July 1994 - July 2004

Skills
IT Leadership, IT Management, IT Infrastructure..., SDLC, PMP, ITIL, IT Strategy, Application Development..., Operations Management, IT Transformation, Enterprise Architecture, Vendor Management, SaaS, Business Process..., Security, IaaS, Financial Services..., Disaster Recovery, Capital Budgeting, Data Warehousing, HIPAA, Healthcare Information..., Strategic Financial..., Business Intelligence, Contract Management, Resource Management, Process Improvement, SQL, Program Management, PMO, Integration, Change Management, Servers, Project Planning, Cross-functional Team..., Project Portfolio..., Governance, Strategy, IT Operations, Leadership

Education
Capella University   2009 — 2011
MBA, Specialization in Information Technology Management, Final GPA 3.94

McKendree College   1997 — 1999
BACHELOR OF SCIENCE, Information Technology Systems, Final GPA: 3.68

Kaitlyn Burkholder Kaitlyn Burkholder Raleigh-Durham, North Carolina Area Details
Kaitlyn Burkholder's Charles Schwab Experience April 2015 - Present
Job Relationship Specialist, Portfolio Services at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab   April 2015 - Present
Charles Schwab   March 2014 - April 2015
TEKsystems  June 2013 - January 2014
Members 1st FCU  July 2012 - May 2013
Metro Bank  October 2008 - July 2012

Skills
Recruiting, Human Resources, Leadership, Telecommunications, Vendor Management, Management, Access, Networking, Sales, Training, Team Leadership, Interviews, Cold Calling, Customer Service, CRM, Enterprise Software, Microsoft Office, SQL, Business Analysis, Project Management, SDLC, Process Improvement

Education
Capital College, Pennsylvania State University   2011 — 2013
Bachelor's Degree, Applied behavorial science

Harrisburg Area Community College   2009 — 2011
Associate's degree, Social services

Susan Klein Susan Klein San Francisco Bay Area Details
Susan Klein's Charles Schwab Experience 2011 - 2014
Job Director of Marketing and Communications at Fine Arts Museums of San Francisco
Industry Museums and Institutions
Experience
Fine Arts Museums of San Francisco  2015 - Present
Charles Schwab   2011 - 2014
VantagePoint Venture Partners  2010 - 2011
Morrison & Foerster LLP  2008 - 2009
Citibank, Consumer Assets Division   June 2006 - June 2007
Morgan Stanley - Global Wealth Mangement   2003 - 2006
MasterCard International  1999 - 2003

Skills
Integrated Marketing, Strategy, CRM, Analytics, Marketing Communications, Marketing, Marketing Strategy, Start-ups, Management, Leadership, Strategic Planning, B2B, Digital Marketing, B2B Marketing, Email Marketing, Customer Acquisition, Brand Management, Social Media, Mobile Marketing, Brand Development, Marketing Management, Strategic Partnerships, Multi-channel Marketing, Go-to-market Strategy, Content Management, Content Strategy, Direct Marketing, SEO, Interactive Marketing, SEM, Market Research, Sponsorship, Mobile Devices, Customer Retention, Digital Strategy, Segmentation

Education
Carnegie Mellon University
BA summa cum laude

David Ryou David Ryou Indianapolis, Indiana Details
David Ryou's Charles Schwab Experience April 2015 - Present
Job AFSP at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2015 - Present

Skills
Financial Analysis, Equity Research, Asset Management, Project Management, Marketing Strategy, Research

Education
Calvin College   2010 — 2014
Bachelor of Business Administration (B.B.A.)

Teresa Moore, PMP, CSM, MA, ITIL v3 Teresa Moore, PMP, CSM, MA, ITIL v3 Greater Los Angeles Area Details
Teresa Moore, PMP, CSM, MA, ITIL v3's Charles Schwab Experience 1995 - June 2010
Job Sr. Technology Project Manager
Industry Financial Services
Experience
BEP Consulting Inc - on assignment at Toyota Financial Services   July 2011 - Present
University of Southern California Keck School of Medicine  June 2010 - July 2011
Charles Schwab   1995 - June 2010

Skills
PMP, SDLC, ITIL, Project Management, Management, Software Documentation, Vendor Management, IT Operations, Requirements Analysis, Leadership, Program Management, Budgets, Integration, Data Center Relocation, Data Center..., Data Center..., Virtualization

Education
Caltech
Certificate, Project Management

Indiana State University
Master of Arts, Political Science

University of California, Los Angeles
Technical Management Program

University of the Philippines
BA, Political Science

Tobin McDaniel Tobin McDaniel San Francisco, California Details
Tobin McDaniel's Charles Schwab Experience June 2011 - Present
Job Schwab Intelligent Portfolios
Industry Financial Services
Experience
Charles Schwab   June 2011 - Present
Nationwide Insurance  November 2009 - June 2011
McKinsey & Company  September 2006 - October 2009
Air Products & Chemicals  June 1999 - May 2004

Education
Carnegie Mellon University
BS

University of Pennsylvania - The Wharton School
MBA

Debbie Rhuby Debbie Rhuby Colorado Springs, Colorado Details
Debbie Rhuby's Charles Schwab Experience 2006 - 2007
Job 2014 graduate in Database Administration
Industry Financial Services
Experience
T Rowe Price  2011 - Present
Focus on the Family  September 2007 - October 2009
Charles Schwab   2006 - 2007
JPMorgan Chase  2004 - 2006
J.D. Edwards & Company   1999 - 2002
USAA  1990 - 1999

Skills
Process Improvement, Business Analysis, Analysis, Microsoft Office, Project Management, SQL, Relationship Management, Training, SDLC, Outlook, MS Project, Microsoft Excel, Testing, Data Analysis, Management, Access, Team Leadership, Visio, SharePoint, Software Documentation, Databases

Education
University of Phoenix   2010 — 2013
Bachelor's Degree

New Horizons Learning Center   2010 — 2010

Carson-Newman College   1977 — 1981
Bachelor's Degree

Steven A Sperry Steven A Sperry Stockton, California Details
Steven A Sperry's Charles Schwab Experience 2003 - 2007
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  January 2007 - Present
Charles Schwab   2003 - 2007
Morgan Stanley  1998 - 2003

Skills
Life Insurance, Securities, Annuity Sales, Health Insurance, Series 7, Series 63

Education
California State University-Sacramento   1976 — 1978
Bachelor of Arts (B.A.), Criminal Justice

Santa Rosa Junior College   1974 — 1976
Associate of Science (A.S.), Administration of Justice

Paul Huang Paul Huang Greater Seattle Area Details
Paul Huang's Charles Schwab Experience 2000 - 2001
Job VP, Global Tour & Transport Connectivity & Operations at Expedia
Industry Leisure, Travel & Tourism
Experience
Expedia  October 2010 - Present
Expedia, Inc  January 2006 - September 2010
Symetra Financial  2001 - 2006
Charles Schwab   2000 - 2001
Safeco  1996 - 1998

Skills
Product Management, E-commerce, Analytics, Cross-functional Team..., Competitive Analysis, Strategic Partnerships, Web Analytics, Vendor Management, Program Management, Business Analysis, Business Intelligence, Agile Methodologies, Product Marketing, Account Management

Education
Carnegie Mellon University - Tepper School of Business   1998 — 2000
MBA

University of Washington   1992 — 1996
BA

Peter Holliday Peter Holliday Orange County, California Area Details
Peter Holliday's Charles Schwab Experience September 2006 - January 2014
Job Financial Planner
Industry Financial Services
Experience
Edelman Financial Services  January 2014 - Present
Charles Schwab   September 2006 - January 2014
Fidelity Investments  April 2006 - September 2006
LPL Financial  July 2004 - February 2006
Waddell & Reed  February 2003 - July 2004

Skills
Series 7,66,9,10, CA Insurance License, 10 Years industry..., Series 7, Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Financial Services, Equities, Securities, Strategic Financial..., Asset Management

Education
University of California, Riverside   2005 — 2006
Certificate in Personal Financial Planning

California State University-San Bernardino   2003 — 2005
Master of Business Administration (MBA)

University of Nevada-Reno   1993 — 1997
Bachelor's degree, Science

Gerard Cronin, CFA Gerard Cronin, CFA San Francisco Bay Area Details
Gerard Cronin, CFA's Charles Schwab Experience 2005 - 2011
Job
Industry Investment Management
Experience
Advisor Partners   January 2013 - Present
CFA Review Program, CFA Society of San Francisco   2008 - Present
Advisor Partners   October 2011 - December 2012
Charles Schwab   2005 - 2011
Marin Financial Advisors   2005 - 2005
Union Bank of California  2003 - 2004
Hewlett-Packard  2000 - 2002
Acer America Corporation  1999 - 2000

Skills
Asset Allocation, Asset Management, Analysis, Investments, Mutual Funds, Alternative Investments, Risk Management, Capital Markets, Financial Modeling, Investment Management, Socially Responsible..., Portfolio Management, Bloomberg, Forecasting, Due Diligence, Financial Analysis, Quantitative Analytics, Equities

Education
Carnegie Mellon University - Tepper School of Business   1996 — 1999
MBA, Finance

Carnegie Mellon University   1987 — 1991
BS, Civil Engineering

Seoul Foreign School   1983 — 1987

International School Manila, Philippines   1979 — 1982

Cameron Singhisen Cameron Singhisen Greater Denver Area Details
Cameron Singhisen's Charles Schwab Experience March 2015 - Present
Job Advisor Services
Industry Financial Services
Experience
Charles Schwab   March 2015 - Present
Charles Schwab & Co., Inc   January 2012 - March 2015
Big 5 Sporting Goods  July 2010 - January 2012
Littleton High School  February 2010 - May 2010
Pitney Bowes Management Services  2009 - 2010
Applebee's  September 2005 - September 2009

Skills
Customer Service, Inventory Management, Customer Satisfaction, Sales, Time Management, Process Scheduler, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Retail, Cashiering, Outlook, Training, Human Resources, Program Management, Public Speaking, Leadership, Community Outreach, Team Building, Event Management, Access, Coaching, Fundraising, Management, Team Leadership

Education
Central Christian College of Kansas   2005 — 2009
Bachelor of Science (B.S.), Sports Management

Sean McCauley Sean McCauley Greater Minneapolis-St. Paul Area Details
Sean McCauley's Charles Schwab Experience March 1999 - April 2000
Job Consultant at TPG Capital
Industry Retail
Experience
TPG Capital  February 2011 - Present
Rochester Home Infusion   2013 - 2013
DemandTec  November 2008 - February 2011
Target  May 2006 - October 2008
McKinsey & Company  June 2000 - April 2006
Charles Schwab   March 1999 - April 2000

Skills
Pricing, Analytics, Retail, Consumer Insights, Data Visualization, Segmentation, Customer Analytics, Management Consulting, Customer Insight, Analysis, Competitive Analysis, Customer Analysis, Finance, Predictive Analytics, Strategy, Business Intelligence, Data Analysis, Start-ups

Education
University of California, Berkeley   1991 — 1998
Ph.D., Geochemistry

Carleton College   1985 — 1990
BA, Geology

Hector Fabiani PE. Hector Fabiani PE. Phoenix, Arizona Area Details
Hector Fabiani PE.'s Charles Schwab Experience September 1998 - July 2006
Job Construction Managment at CyrusOne
Industry Information Technology and Services
Experience
CyrusOne  November 2012 - Present
Digital Realty Trust  July 2010 - July 2012
365 Main  July 2006 - July 2010
Charles Schwab   September 1998 - July 2006

Skills
Mission Critical, Engineering, Vendor Management, Building Services, Maintenance Management, Contract Management, Contract Negotiation, Building Automation, UPS systems, Power Generation, Rotary Generators, Program Management, Infrastructure, Cross-functional Team..., Process Improvement, Project Planning, Energy Efficiency, Generators, Construction, Construction Management, Disaster Recovery, Electricians, Security, Managed Services, Integration, Co-location, Troubleshooting, Energy, Cooling Water, Power Systems, Virtualization, Electricity, Electronics

Education
California Institute of Technology   1971 — 1976
Bachelor of Science (BS), Electrical and Electronics Engineering, MS

Robert Techentin Robert Techentin Columbus, Ohio Area Details
Robert Techentin's Charles Schwab Experience 2006 - 2007
Job Portfolio Manager at Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management  August 2006 - Present
Charles Schwab   2006 - 2007
Northwestern Mutual  2002 - 2005
Olde Asset Management   1993 - 2001
H&R Block Financial Advisors  1993 - 2001
Olde Discount Corporation  1993 - 2001

Skills
Fixed Income, Portfolio Management, Securities, Financial Risk, Money Market, Bonds, Finance, Series 7, Mutual Funds, Investments, Investment Strategies, Equities, Bloomberg, Asset Management, Asset Allocation

Education
Western Michigan University - Haworth College of Business   1990 — 1993
MBA, Finance and Accounting

Central Michigan University   1984 — 1987
BS, Finance

Darden Sharp Darden Sharp San Francisco Bay Area Details
Darden Sharp's Charles Schwab Experience December 2002 - April 2004
Job COO & VP Business Development at Game Expansion, Inc.
Industry Marketing and Advertising
Experience
Game Expansion, Inc.   August 2010 - Present
Wal-Mart International Global eCommerce   August 2007 - August 2010
California Office of Statewide Health Planning & Development (OSHPD)   February 2006 - August 2007
McKesson  April 2004 - February 2006
Charles Schwab   December 2002 - April 2004
Charles Schwab   June 2001 - December 2002
Belgravia Companies   January 2000 - May 2001
Novartis  December 1997 - January 2000
ec-Content   June 1996 - November 1997
Ernst & Young  June 1994 - June 1996

Skills
Relationship Management, Leadership, Team Building, Business Acumen, Strategic Vision, SaaS, Vendor Management, Cross-functional Team..., Executive Management, IT Strategy, Product Management, Integration, Program Management, Strategy, Strategic Partnerships, Start-ups, Mobile Devices, E-commerce, Outsourcing, Business Development, Business Intelligence, Software Development, Analysis

Education
Central Michigan University
MBA, Master of Arts Business Management

Roosevelt University
BS, Computer Science

Len Panek Len Panek Washington D.C. Metro Area Details
Len Panek's Charles Schwab Experience May 2000 - May 2007
Job Financial services professional helping young families, high net worth individuals, retirees, and small business owners.
Industry Financial Services
Experience
New York Life Insurance Company  September 2014 - Present
NYLIFE Securities, LLC  September 2014 - Present
The Mutual Fund Store  October 2007 - December 2013
Charles Schwab   May 2000 - May 2007

Skills
Retirement Planning, Estate Planning, Lifetime Income..., 401k Rollovers, Small Business, Buy-sell Agreements, Supplements to Employee..., Business Insurance..., Business Income..., Life Insurance, Wealth Preservation..., Asset Protection, Education Funding, Personal Finance, Licensed in Long Term...

Education
Canisius College

Bishop Timon High School   1988 — 1992
High School

Ghazaleh S Will Ghazaleh S Will San Francisco Bay Area Details
Ghazaleh S Will's Charles Schwab Experience September 2011 - February 2012
Job Compliance Coordinator at Equity Residential
Industry Real Estate
Experience
Equity Residential  November 2013 - Present
Google  August 2012 - November 2013
Law offices of Valencia, Ippolito & Bowman   2010 - July 2012
Charles Schwab   September 2011 - February 2012
Catholic Charities of Santa Clara County  March 2007 - 2011
Pro Bono Project Silicon Valley  2009 - 2009

Skills
Legal Research, Legal Writing, Westlaw, Immigration Law, Outlook, Research, Microsoft Excel, PowerPoint, Microsoft Word, Litigation, Appeals, Courts, Legal Issues, Criminal Law, Legal Assistance, Intellectual Property, Trials, Commercial Litigation, Copyright Law, Lexis, Patents, Bankruptcy, Litigation Support, Legal Advice, Legal Documents, Policy Analysis, Patent Litigation, Torts, Legal Compliance, Family Law, Policy

Education
Lincoln Law School of San Jose   2006 — 2011
J.D., Law

California State University-San Bernardino   2002 — 2006
B.A., Behavioral Studies : Criminal Justice

Steve Bodwin Steve Bodwin Phoenix, Arizona Area Details
Steve Bodwin's Charles Schwab Experience November 1996 - April 2009
Job High Net Worth Flagship Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard  August 2011 - Present
Geneva Financial, LLC  2009 - August 2011
Triad Wealth Consultants   April 2009 - February 2011
Charles Schwab   November 1996 - April 2009
ING Investment Management  February 2007 - April 2008

Skills
Portfolio Management, Series 7, CRM, Mergers, Forecasting, Strategic Financial..., Mutual Funds, Retirement Plan..., Valuation, Business Development, Investments, Leadership, Financial Services, Financial Advisory, Sales, Mergers, Management, Wealth Management, Finance, Asset Management, Financial Planning

Education
Cardinal Stritch University   1993 — 1996
BS, Business Administration

College for Financial Planning
Asset Management

Sue Medrano Sue Medrano San Francisco Bay Area Details
Sue Medrano's Charles Schwab Experience 1999 - 2001
Job
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   2001 - Present
Charles Schwab   1999 - 2001
Charles Schwab   1995 - 1999
Charles Schwab   1992 - 1995
Charles Schwab   1989 - 1992

Skills
Identity Management, LDAP, Enterprise Architecture, SQL, SDLC, Security, Oracle, Enterprise Software, Software Development, Active Directory, Cross-functional Team..., Siteminder, Perl, Business Process, Access, Management, Disaster Recovery, Integration

Education
University of California, San Diego   1984 — 1987
MFA - ABD, Dramaturgy

Carleton College   1979 — 1983
BA, Comparative Literature

Rian Weber, CFA Rian Weber, CFA Sacramento, California Area Details
Rian Weber, CFA's Charles Schwab Experience February 2005 - October 2006
Job Senior Research Consultant at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  March 2013 - Present
Wells Fargo Private Bank  March 2012 - March 2013
Principal Financial Group  June 2007 - March 2012
Franklin Templeton Investments  November 2006 - June 2007
Charles Schwab   February 2005 - October 2006
JP Morgan  November 2004 - February 2005
Etrade Financial  June 2003 - October 2004

Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar

Education
California State University-Sacramento   2007 — 2010
MBA, Finance

Chadron State College   1999 — 2002
BA, Finance

Gary L. Nichols II Gary L. Nichols II Phoenix, Arizona Area Details
Gary L. Nichols II's Charles Schwab Experience March 2012 - Present
Job Managing Director, Security Technology & Architecture at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2012 - Present
Charles Schwab   October 2011 - March 2012
Honeywell  April 2011 - October 2011
Nichols Security Technologies, LLC.   October 2010 - October 2011
Blue Cross Blue Shield Of Arizona  October 2001 - October 2010
Webley, Inc.   January 2001 - October 2001
Neoplanet  1999 - 2000
WavePhore   February 1997 - February 1999
System Concepts, Inc/FOOD-TRAK   1992 - 1997
United States Army Reserve  July 1989 - July 1992

Skills
Splunk, Information Security..., Information Security..., Linux, Mac OS X Server, Penetration Testing, Metasploit, ITIL, Six Sigma, NIST, ISO 27001, Risk Management, Security Architecture..., Enterprise Architecture, Governance, Risk &..., Intelligence Analysis, Aerospace, Defense Industry, Defense Contracting, Financial Control, Identity Access..., Cloud Computing, Cloud Services Brokerage, HIPAA, Risk Assessment, Security, Privacy, Governance, Risk, Cyber Security, Business Continuity, PCI DSS, Identity Management, Network Security, Disaster Recovery, Information Assurance, IT Audit, IT Governance, Solution Design, IT Operations, Risk Mitigation, IT Management, Security Audits, Compliance, Security Management, Firewalls, Vulnerability Assessment, Data Security, IT Strategy, Archer

Education
Capella University
Bachelor of Science (B.S.)

Western International University

Glendale Community College
Associate of Arts (A.A.)

Mathew Petty, CFA Mathew Petty, CFA Greater Denver Area Details
Mathew Petty, CFA's Charles Schwab Experience January 2010 - Present
Job Senior Research Analyst at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   January 2010 - Present
Charles Schwab   April 2009 - January 2010
Wasatch Advisors  January 2007 - October 2008
Wasatch Advisors  October 2004 - January 2007
Wasatch Advisors  June 2002 - October 2004
La Chambre de Commerce et d’Industrie   April 2001 - May 2001

Skills
Equity Valuation, Asset Allocation, Financial Modeling, Emerging Markets, Investments, Capital Markets, Valuation, Equities, Equity Research, Asset Managment, Mutual Funds, Investment Strategies, Securities, Asset Management, Investment Banking, Trading, Investment Advisory

Education
Central College   1998 — 2002
Bachelor of Arts, International Business

Robert Kirk Robert Kirk Reno, Nevada Details
Robert Kirk's Charles Schwab Experience January 1993 - Present
Job Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 1993 - Present

Skills
Mutual Funds, Portfolio Management, Loans, Credit, Relationship Management, Risk Management, Branch Banking, Series 63, Retirement Planning, Asset Management, Investment Advisory, Investments, Series 7, Wealth Management, Financial Services, Management, Securities, Equities, Financial Planning, Finance

Education
Jack Welch Management Institute   2014 — 2017
Master of Business Administration (M.B.A.)

California State University-San Bernardino   1988 — 1992
Bachelor of Science (BS), Business/Managerial Economics

David Sandler David Sandler Atlanta, Georgia Details
David Sandler's Charles Schwab Experience 2000 - 2001
Job Coke One North America (CONA)
Industry Food & Beverages
Experience
The Coca-Cola Company  November 2013 - Present
The Coca-Cola Company  2012 - 2013
Outback Steakhouse  2011 - 2012
The Coca-Cola Company  2010 - 2011
Outback Steakhouse  2009 - 2010
The Coca-Cola Company  2008 - 2009
Huron Consulting Group  2007 - 2008
The Weather Channel  2005 - 2006
Self-Employed/Consulting   2003 - 2005
Charles Schwab   2000 - 2001

Skills
Financial Modeling, Business Planning, Management, Budgets, Strategic Planning, Analysis, Accounting, Financial Reporting, Management Reporting, Balanced Scorecard, KPI, Supply Chain Finance, Pricing Analysis, Commodity Risk..., FX, International Supply..., Demand Forecasting, Executive Reporting, Expense Control, Process Mapping, Process Improvement, Workflow Analysis, Financial Planning, Project Management, Financial Control, SOX, Sarbanes-Oxley Act, Strategic Financial..., Supply Chain, Pricing, Finance, Mergers & Acquisitions, Internal Controls

Education
Emory University - Goizueta Business School   1996 — 1999
MBA, Finance

Carnegie Mellon University - Tepper School of Business   1984 — 1988
BS, Management

Meghan Ede Meghan Ede San Francisco Bay Area Details
Meghan Ede's Charles Schwab Experience 1999 - 2001
Job Principal User Researcher at SAP
Industry Information Technology and Services
Experience
Meadow Consulting   2004 - Present
SAP  November 2013 - Present
Ariba  November 2013 - Present
Oracle  January 2011 - August 2012
Symantec  August 2006 - November 2007
PayPal (eBay)   2003 - 2004
Wells Fargo Bank  2003 - 2003
Intuit  2002 - 2003
Charles Schwab   1999 - 2001
Sun Microsystems  1992 - 1999

Skills
Usability Testing, Contextual Inquiry, Task Analysis, Card Sorting, Ethnography, Focus Groups, Cognitive Walkthrough, User Experience, Surveying, Heuristic Evaluation, User-centered Design, Information Architecture, User Research, User Interface Design, Usability Engineering, E-commerce, Paper Prototyping, Mobile Devices, iPhone, Wireframes, User Interface, Usability, Experimental Design, Web Design, Mobile Applications, Agile Methodologies, Human Computer..., Human Factors, Web Applications, Remote User Testing

Education
Carleton University   1990 — 1994
M.A., Psychology - Human Factors

Universite d'Ottawa - Ottawa, Canada   1982 — 1987
B.A., Psychology - Cognition

Etienne Brule

Joan M. Gallagher, PMP, CSM Joan M. Gallagher, PMP, CSM Petaluma, California Details
Joan M. Gallagher, PMP, CSM's Charles Schwab Experience 2003 - 2004
Job
Industry Information Technology and Services
Experience
MarketLive  September 2014 - Present
San Diego Gas & Electric  April 2010 - November 2013
Norima Consulting Inc  2008 - 2013
ICW Group  January 2009 - December 2009
LPL Financial Services, San Diego   2006 - 2009
Fireman's Fund Insurance Company  September 2004 - April 2006
Charles Schwab   2003 - 2004
Camelbak  2003 - 2003
Calix Networks  2000 - 2003
Advanced Fibre Communications  1997 - 2000

Skills
Program Management, PMP, Project Management, Project Planning, SDLC, PMO, Project Portfolio..., Vendor Management, Requirements Analysis, Cross-functional Team..., IT Strategy, IT Management, Risk Management, Business Analysis, Process Improvement, Leadership, Business Process..., Business Process, Project Delivery, CRM, Requirements Gathering, MS Project, Resource Management, Project Management..., Vendor Relationships, Project Estimation, Change Management, Contract Management, Service Level Agreements, Power Utilities, IT Outsourcing, Creative Problem Solving, SharePoint, Management, Microsoft Office, Analysis, Customer Service, Product Management, Team Leadership, Regulatory Requirements

Education
California State University-Sacramento   1985 — 1988
BS, Computer Science

Erik Mackdanz Erik Mackdanz Austin, Texas Area Details
Erik Mackdanz's Charles Schwab Experience January 2006 - May 2011
Job DevOps Engineer at InfoChimps
Industry Information Services
Experience
Infochimps, a CSC Big Data Business  August 2013 - Present
Portalarium  August 2012 - August 2013
Heatwave Interactive  May 2011 - August 2012
Charles Schwab   January 2006 - May 2011
CyberTrader  2006 - 2007
MCI Corporation  September 2000 - December 2005

Skills
Linux, C/C++ STL, Java, Python, C#, Cassandra, Server Architecture, Gentoo Linux, Linux Server, Servers, REST, Scalability, Network Engineering, Agile Methodologies, PostgreSQL, Message Queue, RabbitMQ, Node.js, Unity3D, Redis, Software Deployment, CentOS, Red Hat Linux, Ubuntu, Cloud Computing, Amazon Cloud, Amazon Web Services..., Ruby, Perl, Git, Perforce, Emacs, Vim, Shell Scripting, Unix Shell Scripting, Unix, Virtualization, System Monitoring, SSH, SSL, MySQL, MVC, MVC Architecture, Django, Web Services, Web Servers, OpenGL, jQuery, CSS, JavaScript

Education
Central College   1993 — 1997
Bachelor of Arts (B.A.), Music Pedagogy

Carolyn Yu Carolyn Yu Greater Boston Area Details
Carolyn Yu's Charles Schwab Experience October 2012 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2012 - Present
Bloomingdale's  November 2011 - May 2012
Fidelity Investments  November 2006 - January 2012
Fidelity Investments  June 2006 - November 2006

Skills
Series 7, Series 63

Education
Calvin College   2002 — 2006
Bachelor of Arts (B.A.), Major: Political Science; Minor: Business

Grace Travinsky Grace Travinsky Greater New York City Area Details
Grace Travinsky's Charles Schwab Experience 1998 - 2004
Job Special Project Manager at Logic Ease
Industry Information Technology and Services
Experience
Logic Ease   March 2013 - September 2013
Dow Jones  December 2010 - August 2012
Retail Decisions, Inc.   July 2010 - November 2010
Dow Jones  July 2008 - January 2010
johnson and johnson  April 2007 - May 2008
charles schwab   1998 - 2004
SBC/Pacific Bell  April 1996 - April 1998

Skills
High Availability, Performance Tuning, Oracle RAC, Database Design, Oracle, Data Warehousing, Unix, Databases, Solaris, SQL Tuning, Disaster Recovery, Database Administration, SQL, Data Architecture, Data Modeling, SDLC, Enterprise Architecture, Business Intelligence, Linux, Integration, Data Migration, ETL, Security, Troubleshooting, Unix Shell Scripting, PL/SQL, SOA, SAN, Shell Scripting, Perl, Solution Architecture

Education
California State University-Sacramento

Selorme Dorcoo Selorme Dorcoo Phoenix, Arizona Area Details
Selorme Dorcoo's Charles Schwab Experience November 2007 - July 2014
Job Mortgage Banker at Chase
Industry Financial Services
Experience
Chase  September 2014 - Present
Charles Schwab   November 2007 - July 2014
E*TRADE FINANCIAL  March 2003 - October 2007

Skills
Financial Services, Risk Management, Banking, Series 7, Securities, Credit, Portfolio Management, Back Office, Relationship Management, Capital Markets, Payments, Financial Analysis, Mutual Funds, Business Analysis, AML, Vendor Management, Process Improvement, Analysis, Customer Service, Finance, Microsoft Office, Leadership, Investments

Education
California State University-Sacramento   1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General

Craig Lohman Craig Lohman Greater Denver Area Details
Craig Lohman's Charles Schwab Experience October 2007 - Present
Job Senior Staff Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab   October 2007 - Present
US Bank  January 2003 - October 2007
SES  2001 - 2003
Perot Systems  1996 - 2001

Education
Central Michigan University   1991 — 1996

Marianne Solari Carroll Marianne Solari Carroll Greater Denver Area Details
Marianne Solari Carroll's Charles Schwab Experience 1995 - 2005
Job Semiretired
Industry Financial Services
Experience
Vail Resorts  2010 - March 2013
Make-A-Wish Foundation  2006 - 2007
Charles Schwab   1995 - 2005
Lombard Brokerage   1993 - 1995

Skills
Program Management, Marketing Strategy, Project Management, Leadership, Sales, Management, Process Improvement, Team Building

Education
California State University-Sacramento

Oliver Sung Oliver Sung New York, New York Details
Oliver Sung's Charles Schwab Experience May 2003 - October 2004
Job Managing Director, Head of Electronic Trading and ATS at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group  September 2014 - Present
Bank of America Merrill Lynch  January 2013 - August 2014
Bank of America Merrill Lynch  June 2008 - January 2013
Bear, Stearns & Co. Inc.   May 2007 - June 2008
UBS Investment Bank  November 2004 - May 2007
Charles Schwab   May 2003 - October 2004
NASDAQ  June 2001 - May 2003
Management Science Associates  June 1998 - April 2001

Education
Carnegie Mellon University   1994 — 1998
BS, Economics

The Kiski School   1991 — 1994
High School

Ajay Nagdev, CPA Ajay Nagdev, CPA San Francisco Bay Area Details
Ajay Nagdev, CPA's Charles Schwab Experience September 2015 - Present
Job Senior Manager Capital Stress Testing/Planning at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   September 2015 - Present
SanDisk  2014 - September 2015
KPMG  2010 - 2012
PricewaterhouseCoopers  2005 - 2010

Skills
Financial Analysis, Cross-functional Team..., Accounting, Forecasting, Auditing, Leadership, CRM, Internal Audit, Analysis, Finance, Investments, Tax, Private Equity, Financial Modeling, Management, Strategy

Education
Carnegie Mellon University - Tepper School of Business   2012 — 2014
Master of Business Administration (MBA), Finance Strategy

University of California, San Diego
Economics

Peg Flechtner-t Peg Flechtner-t Greater Los Angeles Area Details
Peg Flechtner-t's Charles Schwab Experience 1998 - 2001
Job Sr Project Manager PMP at ITAscent
Industry Information Technology and Services
Experience
ITAscent   Sr PMDelta InsuranceMarch 2007 - September 2007
Visa  2004 - 2007
Wells Fargo  2003 - 2004
Kaiser Permanente  2002 - 2003
Pacific Life Insurance  2001 - 2002
Charles Schwab   1998 - 2001
Pacific Bell/SBC  1978 - 1998

Education
California State University-San Bernardino   1970 — 1974
BA, Business Administration

James K Van Sandt James K Van Sandt Colorado Springs, Colorado Area Details
James K Van Sandt's Charles Schwab Experience May 2013 - June 2014
Job web developer at V2 Webworks
Industry Insurance
Experience
V2 Webworks   June 2014 - Present
Charles Schwab   May 2013 - June 2014
V2 Webworks   February 2012 - May 2013
Progressive Insurance  October 2006 - February 2012
Cook Systems International  February 2006 - October 2006
MCI  1993 - 2002
Cap Gemini America  1986 - 1990

Skills
DB2, VSAM, COBOL, JCL, CICS, TSO, Syncsort, Fileaid, IBM Mainframe, QMF, Mainframe, Web Services, XML, MVS, SQL, IMS DB/DC, Software Development, Microsoft SQL Server, Stored Procedures, Agile Methodologies, Unix, IBM Utilities, .NET, SDLC, Data Modeling, Xpediter, Systems Analysis, Serena Changeman, Database Design, ISPF, Programming, Endeavor, z/OS

Education
Central Michigan University
Bachelor of Science, Computer Science

James Chaffee James Chaffee Austin, Texas Details
James Chaffee's Charles Schwab Experience December 2012 - Present
Job at
Industry Financial Services
Experience
Charles Schwab   December 2012 - Present
Charles Schwab   2002 - December 2012
NationsBank  May 1997 - December 1997

Skills
Retirement, 401k, Requirements Gathering, Mutual Funds, SDLC, Pensions, Financial Services, Agile Methodologies, Defined Benefit, SharePoint, IT Strategy, Requirements Analysis, Asset Allocation, Risk Management, Software Project..., SQL, Microsoft SQL Server, Crystal Reports

Education
Central Piedmont Community College   1990 — 1993
AAS

Riverhead   1976 — 1980

Zack Fogelman Zack Fogelman Pittsburgh, Pennsylvania Details
Zack Fogelman's Charles Schwab Experience June 2014 - August 2014
Job IBM Client Representative
Industry Marketing and Advertising
Experience
IBM  July 2015 - Present
Carnegie Mellon Tepper School of Business  June 2013 - May 2015
Charles Schwab   June 2014 - August 2014
Big Ten Network  January 2010 - June 2013
OMD Chicago  2008 - January 2009
National Instruments  October 2005 - July 2008
GSD&M  2001 - 2005

Skills
Digital Media, Lead Generation, Interactive Media, Marketing, Mobile Marketing, Digital Marketing, Media Planning, Management, Advertising, Digital Strategy, Integrated Marketing, Multimedia, Entrepreneurship, Social Media Marketing, New Media, Marketing Strategy, Strategy

Education
The University of Texas at Austin   1998 — 2003
B.S. Advertising, B.S. Communication Studies, Concentrations in Interactive Media and Corporate Communication

Carnegie Mellon University - Tepper School of Business

Alvin Abad Alvin Abad San Francisco Bay Area Details
Alvin Abad's Charles Schwab Experience September 1999 - February 2009
Job Senior Software Engineer at Vormetric, Inc.
Industry Computer Software
Experience
Vormetric, Inc.   November 2014 - Present
SafeNet  July 2009 - October 2014
VistaGen Therapeutics, Inc.   February 2009 - July 2009
YapLoud (Social Networking Startup)   February 2009 - July 2009
Charles Schwab   September 1999 - February 2009
Novo Interactive, Inc.   August 1999 - August 1999
EDS Group/MCI Systemhouse   July 1998 - July 1999
California State Automobile Association (AAA)   October 1996 - June 1998
Genentech  July 1996 - September 1996

Skills
Git, Apache, Perl, Python, Ant, Unix, Tomcat, MySQL, Unix Shell Scripting, Solaris, JUnit, Jenkins, Hudson, Shell Scripting, Java, Spring, Amazon Web Services..., Debian, GNU Make, VMware vSphere, Linux, SQL, GitLab, JavaScript, Jython, Subversion, CVS

Education
Carnegie Mellon University
M.S., Software Engineering

Mapua Institute of Technology
B.S. Electrical Engineering; B.S. Electronics and Communications Engineering

Terry Blankers Terry Blankers Washington D.C. Metro Area Details
Terry Blankers's Charles Schwab Experience January 1997 - June 1999
Job CTO at SocialRep, LLC
Industry Information Technology and Services
Experience
SocialRep   September 2007 - Present
Amrita Consulting   January 2005 - September 2007
eBuilder, LLC   July 1999 - 2004
Charles Schwab   January 1997 - June 1999
Wells Fargo  May 1995 - July 1996
Bank of America  August 1993 - April 1995

Skills
Enterprise Software, IT Strategy, Web Applications, Web Services, Cloud Computing, Oracle, Databases, Amazon Web Services..., Cloud Applications, Big Data, API Development, Information Retrieval, C#, .NET, SaaS, Business Intelligence..., Data Analytics, Text Analytics, Scalability, Distributed Systems, Microsoft SQL Server, MongoDB, Solr, Hadoop, Mahout, JavaScript, Python, NoSQL, SQL, Java, Spring Framework, WCF Services, XML, jQuery

Education
San Francisco Art Institute   1982 — 1985
BFA, Filmmaking, Photography

Calvin College   1980 — 1982
Computer Science, Economics

Scott Brode Scott Brode San Francisco Bay Area Details
Scott Brode's Charles Schwab Experience June 1995 - March 1998
Job Quality Assurance Manager at PayNearMe
Industry Computer Software
Experience
PayNearMe  June 2010 - Present
SCI Solutions  2008 - May 2010
Xetus Corporation   October 2003 - September 2008
Palm, Inc.   November 2002 - September 2003
Excite@Home  November 1999 - March 2001
Excite  May 1998 - October 1999
Charles Schwab   June 1995 - March 1998
Charles Schwab   December 1994 - June 1995
Charles Schwab   February 1992 - December 1994
Bank of America  May 1990 - January 1992

Education
California State University-Sacramento   1985 — 1989

John Dinkens John Dinkens Lafayette, Indiana Area Details
John Dinkens's Charles Schwab Experience 2000 - 2002
Job Director of Advancement at Purdue University
Industry Fund-Raising
Experience
Purdue University  March 2013 - Present
University of Tennessee  November 2007 - February 2013
Purdue University  December 2006 - November 2007
Kiwanis International Foundation  May 2002 - December 2006
Charles Schwab   2000 - 2002
Key Corp and McDonald Investments   1998 - 2000
Boy Scouts of America Indianapolis   1993 - 1998

Skills
Alumni Relations, Fundraising, Stewardship, Grant Writing, Volunteer Management, Non-profits

Education
Carson-Newman University   1982 — 1986

Alvin Chin Alvin Chin San Francisco Bay Area Details
Alvin Chin's Charles Schwab Experience November 2011 - Present
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2011 - Present
Charles Schwab   December 2005 - November 2011
Charles Schwab   March 2003 - November 2005

Skills
Retirement, Mutual Funds, Product Management, Financial Services, Pensions, Series 7, Product Marketing, Equities, Competitive Analysis, Analytics, Cross-functional Team..., Portfolio Management, Wealth Management, Investments, Business Analysis, Series 63, Securities, Strategy, Program Management, Management, Project Management, Vendor Management, SDLC

Education
Carnegie Mellon University
B.A., Economics

Bethany Pagnani Bethany Pagnani Greater Detroit Area Details
Bethany Pagnani's Charles Schwab Experience September 2002 - December 2004
Job Account Coordinator at LSG Insurance Partners
Industry Financial Services
Experience
LSG Insurance Partners  June 2015 - Present
Fidelity Investments  May 2006 - March 2015
Fidelity Investments  December 2004 - May 2006
Charles Schwab   September 2002 - December 2004

Skills
Investments, Relationship Management, Territory Management, 457 (b), Series 7, Retirement Planning, Series 65, Series 63, Portfolio Management, Asset Allocation, 403 b, Strategic Financial..., Retirement, Uniform Combined State..., Mutual Funds, Financial Planning, FINRA, Series 6, Investment Advisory, Wealth Management, Life, Accident, and...

Education
Central Michigan University   1990 — 1994
B.S., Criminal Justice

Andrew Tikofsky Andrew Tikofsky San Francisco Bay Area Details
Andrew Tikofsky's Charles Schwab Experience 2006 - 2008
Job Senior Director, Head of Data Science
Industry Information Technology and Services
Experience
Lattice Engines  July 2015 - Present
AMT Risk Consulting   2008 - Present
AT&T  May 2014 - July 2015
Sprint  May 2013 - May 2014
Think Big Analytics  2012 - 2013
Quantifind  2011 - 2012
Creighton Capital Management   2009 - 2010
Charles Schwab   2006 - 2008
Ellington Management Group  2004 - 2006
Paloma Partners  2003 - 2004

Skills
Derivatives, Trading, Equities, Portfolio Management, Quantitative Finance, Fixed Income, Multivariate Statistics, Predictive Analytics, Machine Learning, Data Science, Price Optimization, Time Series Analysis, Big Data, Quantitative Analytics, R, Equity Derivatives, Predictive Modeling, Risk Management, Financial Risk

Education
Institute for Theoretical Physics, UCSB   1994 — 1997
Postdoc, Theoretical Physics

Stanford University   1990 — 1994
Ph.D., Physics

University of California, Berkeley   1988 — 1991
M.S., Physics

Caltech   1983 — 1987
B.S., Physics, Applied Math

Nicolet High School   1983 — 1983

Dennis Konkel Dennis Konkel Dayton, Ohio Area Details
Dennis Konkel's Charles Schwab Experience 2000 - 2002
Job Financial Services Manager
Industry Financial Services
Experience
Financial service  February 2011 - Present
ChemStation  September 2009 - January 2011
US Bank  November 2008 - March 2009
Fifth Third Bank  2004 - 2008
Fifth Third Bank  2003 - 2008
Charles Schwab   2000 - 2002

Education
Central Michigan University   1974 — 1978
BS, Business

Ken Pavelle Ken Pavelle Washington D.C. Metro Area Details
Ken Pavelle's Charles Schwab Experience 1999 - 2001
Job Project Manager at NOAA / National Weather Service
Industry Government Administration
Experience
NOAA  2006 - Present
NWS  2002 - Present
NOAA  2002 - 2006
Charles Schwab   1999 - 2001
NOAA  1992 - 1997

Skills
GIS, Environmental Policy, Hydrology, Environmental Science, Remote Sensing, Water Quality, Water Resources, Sustainability, Statistics, Ecology, Climate, Field Work, ArcGIS, Sustainable Development, Data Analysis, Management, Water, Climate Change, Environmental Education, Environmental Awareness, Environmental Impact..., NEPA, Science, Analysis, Government, Environmental Compliance, Policy Analysis, Policy

Education
NOAA's Leadership Competencies Development Program   2012 — 2013

Carnegie Mellon University - Tepper School of Business   1997 — 1999
MSIA

Cornell University   1988 — 1992
B.S., Operations Research & Industrial Engineering

Bob Ardalan Bob Ardalan Greater Denver Area Details
Bob Ardalan's Charles Schwab Experience July 2011 - February 2012
Job HandsOn Data Warehouse/BI Architect and Technical Project Lead
Industry Information Technology and Services
Experience
CoBank  August 2014 - Present
Healthgrades  October 2012 - September 2014
ClickFox  February 2012 - October 2012
Charles Schwab   July 2011 - February 2012
United Launch Alliance (ULA)   April 2008 - June 2011

Skills
Data Warehouse..., Business Intelligence, SQL, ETL, Cognos, Data Warehousing, Pentaho, Database Design, Oracle SQL, OLAP, Microsoft SQL Server, SSAS 2008, Analysis Services, Dimensional Modeling, Erwin, Data Marts, Business Process Design, Greenplum, PL/SQL, Kimball Methodology, Exadata, Inmon, Visio, PDI, Performance Tuning, Big Data, Teradata, PostgreSQL, SAP FICO, SAP HR, PowerPivot, Subversion, Indexing, Team Leadership, Technical Writing

Education
California Institute of Technology
Bachelor's degree, Double Major: Business Economics & Management and Chemistry, Graduated with Honors

London School of Economics and Political Science
Master's degree, Accounting and Finance, Graduated with Merit

University of Colorado
Master's degree, Computer Information Systems

Tyber Lesjack Tyber Lesjack San Francisco Bay Area Details
Tyber Lesjack's Charles Schwab Experience 2003 - 2006
Job Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  May 2012 - Present
LOYAL3  September 2010 - May 2012
Natixis Global Associates  September 2008 - August 2010
Charles Schwab Bank  2006 - September 2008
Charles Schwab   2003 - 2006
Charles Schwab   January 2001 - January 2003
Charles Schwab   January 1999 - January 2001
Charles Schwab   January 1998 - January 1999
Charles Schwab & Co. Inc   January 1997 - January 1998
Menendez Financial   January 1996 - January 1997

Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration

Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics

David Gricunas David Gricunas Greater Milwaukee Area Details
David Gricunas's Charles Schwab Experience 1998 - 2002
Job Manager at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  February 2006 - Present
Thomson Reuters  2002 - 2006
Charles Schwab   1998 - 2002
BETA Systems  1994 - 1998

Education
Cardinal Stritch University
Master of Business Administration (M.B.A.), Business Administration and Management, General

Carthage College
Bachelor's degree, Economics

Michael Diles Michael Diles San Francisco Bay Area Details
Michael Diles's Charles Schwab Experience November 1995 - July 2005
Job Court Clerk at San Francisco Superior Court
Industry Legal Services
Experience
San Francisco Superior Court  July 2005 - Present
Charles Schwab   November 1995 - July 2005

Skills
Policy, Trials, Mediation, Westlaw, Employment Law

Education
Capital University Law School   1982 — 1985
Doctor of Law (JD)

Ripon College   1977 — 1981
BA, Political Science, History

Milind Gokhalé Milind Gokhalé Greater Denver Area Details
Milind Gokhalé's Charles Schwab Experience May 2000 - Present
Job Information Systems Architect at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   May 2000 - Present
Charles Schwab   February 1999 - May 2000
Best Buy  June 1998 - January 1999
Chrysler  January 1995 - May 1998

Skills
Software Project..., Solution Architecture, Business Analysis, Process Engineering, Requirements Analysis, RUP Methodologies, Integration, Disaster Recovery, Data Warehousing, Microsoft SQL Server, SQL, .NET, Visual C#, SSIS, SSAS 2008, Informatica, Teradata, IBM Mainframe, COBOL, DB2, JCL, CICS, Agile Methodologies, ETL, SDLC, Software Development, Unix, Enterprise Architecture

Education
Central Michigan University   1996 — 1998
Master's degree, Software Administration, A

University of Mumbai   1982 — 1986
Bachelor of Engineering (B.E.), Production Engineering

Duane Ewing Duane Ewing Austin, Texas Area Details
Duane Ewing's Charles Schwab Experience 2015 - Present
Job Alliance Management & Product Strategy Leader
Industry Computer Hardware
Experience
Charles Schwab   2015 - Present
Dell  2012 - 2014
Dell Inc.  2009 - 2012
BMC Software  2007 - 2009
Citrix Systems  2006 - 2007
Clarendon Partners, Ltd.   2002 - 2006
Tripwire  2001 - 2002
Axent Technologies  2000 - 2001
BMC Software  1995 - 2000

Skills
Product Marketing, Product Management, Strategic Partnerships, Enterprise Software, Marketing Strategy, Strategy, Business Alliances, Leadership, Cross-functional Team..., Competitive Analysis, Program Management, Marketing Messaging, Team Leadership, Marketing, Multi-channel Marketing, Strategic Alliances, Demand Generation, International Marketing, Partner Programs, Positioning, Sales Enablement, Product Strategy, Virtualization

Education
Carnegie Mellon University
M.S.

Oberlin College
B.A.

Connie Evans Connie Evans Las Vegas, Nevada Details
Connie Evans's Charles Schwab Experience June 2012 - May 2013
Job Investor, Oasis Fundng LLC
Industry Real Estate
Experience
North Range Behavioral Health  May 2014 - April 2015
LAM Ministries   January 2014 - May 2014
Charles Schwab   June 2012 - May 2013
Comcast  October 2011 - June 2012
Jones/NCTI  August 2008 - October 2011
The Mind Spa   April 2003 - August 2008
TCI & AT&T Broadband   1997 - 2003
Accounting Manager Contract Positons Held   1992 - 1997
Inland Community Bank  1990 - 1992
Fontana First National Bank   1985 - 1990

Skills
MS Project, Curriculum Design, Customer Service, Microsoft Excel, General Ledger, Microsoft Word, Office Management, PowerPoint, QuickBooks, User Acceptance Testing, Telecommunications, Software Documentation, Project Management, Leadership, Training, Cross-functional Team..., Project Management..., Analysis, Vendor Management, Team Building, Strategic Planning, Management, Program Management, Process Improvement

Education
IBMC   2014 — 2015
Associate of Arts (AA), Paralegal

Jones International University   2009 — 2010
Project Management

California State University-San Bernardino   1989 — 1992
Finance, Accounting, Business

Sandy Chang Sandy Chang San Francisco Bay Area Details
Sandy Chang's Charles Schwab Experience March 2003 - February 2005
Job Finance Manager at NetSuite
Industry Computer Software
Experience
NetSuite  April 2015 - Present
Cisco Systems Inc (Cloud and Virtualization Group)   June 2014 - April 2015
Cisco Webex  April 2008 - June 2014
Charles Schwab   March 2003 - February 2005
KLA Tencor  January 2001 - July 2002
Accenture  September 1996 - May 1998

Skills
Forecasting, Analytics, Strategy, SaaS, Management, Financial Analysis, Business Strategy, Strategic Planning, Marketing Strategy, Finance, Sales Management, Pricing, Analysis, Financial Modeling, Salesforce.com, Leadership, Corporate Finance, Competitive Analysis, Cross-functional Team..., Product Management, Business Analysis, Sales Operations, Program Management, Business Process..., Business Process..., Creative Problem Solving, Business Requirements, Management Consulting

Education
Carnegie Mellon University   1998 — 2000
MBA, Finance, 3.8

National Taiwan University   1992 — 1996
Bachelor of Business Administration (BBA), International Business, 3.9

Salven Pillay Salven Pillay San Francisco Bay Area Details
Salven Pillay's Charles Schwab Experience January 2007 - Present
Job Technical Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2007 - Present
Charles Schwab   April 2005 - January 2007
Cyberplex (also 4Di Solutions)   February 2000 - April 2005
ReserveAmerica  March 1999 - February 2000
BMO Nesbitt Burns  November 1988 - March 1999
Canada Revenue Agency  January 1996 - October 1998

Skills
> Scum Master..., > SalesForce Developer, > Agile Practices, > MS.NET (The Training..., > Rational Rose..., > Java Certified..., > Process Reengineering..., > Managing Multiple..., > Management Principles, > Computer Engineering..., > OOP Software..., .NET, Agile Methodologies, Agile Project Management, Business Analysis, CRM, DB2, Enterprise Architecture, IT Strategy, Integration, Management, Oracle, Requirements Analysis, SDLC, SOA, Salesforce.com, Software Development, Software Project..., Unix, Vendor Management, XML

Education
Carleton University   1989 — 1993
BENG, Areospace

Jami (Beamer) Boyle Jami (Beamer) Boyle New York, New York Details
Jami (Beamer) Boyle's Charles Schwab Experience August 1999 - December 2008
Job Consultant toAudit at JPMC Asset Management
Industry Financial Services
Experience
JPMC Asset Management   January 2015 - Present
HCR ManorCare  May 2013 - January 2015
Copper Ridge Farms, Inc.   January 2009 - March 2013
October Three LLC / October Three Financial Solutions LLC   April 2010 - December 2012
Charles Schwab   August 1999 - December 2008
Bank of America  January 1997 - July 1999
Bank of America  June 1988 - December 1996

Skills
Trading, Risk Management, Retirement, Financial Services, Financial Modeling, Asset Managment, Financial Risk, Capital Markets, Enterprise Risk..., Investments, Insurance, Portfolio Management, Options, Relationship Management, Business Analysis, Valuation, Equities, Derivatives, Hedge Funds, Finance, Asset Management, Due Diligence, Analysis, Auditing, Executive Management

Education
California State University-Sacramento   1984 — 1988
BS, Finance Major; Double Minor in Economics and Communication Studies

CBA/BAI Graduate School of Retail Banking Management   1993 — 1994
2YR Executive Management Program; Sent by Bank of America, Audit Management

American Society of Pension Professionals & Actuaries (ASPPA)   2012 — 2013
Certificate of successful completion of the ASPPA Retirement Plan Fundamentals Course and Exams, Retirement Plan Administration, Pass RPF 1 & 2

James Ziesel James Ziesel Charlotte, North Carolina Area Details
James Ziesel's Charles Schwab Experience November 2013 - May 2014
Job Test Automation Engineer at Delhaize America
Industry Information Technology and Services
Experience
Delhaize America  February 2015 - Present
Wells Fargo  June 2014 - February 2015
Charles Schwab   November 2013 - May 2014
Wells Fargo  June 2012 - November 2013
Lowe's  May 2011 - May 2012
Wells Fargo  March 2010 - April 2011
Lowe's  August 2008 - July 2009
Wachovia Bank  January 2007 - December 2007
Wachovia Bank  June 2005 - November 2006
Wachovia Bank  June 2004 - May 2005

Skills
Automated Software..., Manual Testing, Process Improvement, Team Mentoring, Training, System Administration, Technical Support, Test Lead, Computer Hardware, Computer Network..., Software Development..., Procedures Documentation, Regression Testing, QTP, Test Automation, Quality Center, Test Cases, Agile Methodologies, Quality Assurance, Software Documentation, Defect Tracking, SQL, Software Quality..., SDLC, HP QTP, HP Quality Center

Education
Central Piedmont Community College   2014 — 2015
Continuing Education, Java Programming and Object Oriented Programming concepts

Kennesaw State University   1988 — 1994
Information Systems

Ken Sayles Ken Sayles Palm Springs, California Details
Ken Sayles's Charles Schwab Experience 1999 - 2004
Job Customer Service Representative at Alaska Airlines
Industry Airlines/Aviation
Experience
Alaska Airlines  March 2015 - Present
Windermere Real Estate  September 2010 - November 2014
Charles Schwab   1999 - 2004

Skills
Selling, Short Sales, Buyer Representation, First Time Home Buyers, Real Estate, Strategic Planning, Process Improvement, Program Management, Sellers, Vendor Management

Education
California State University-Sacramento   1973 — 1978
Bachelor's degree, Business Administration and Management, General

Kathleen Gill, MS, SPHR Kathleen Gill, MS, SPHR Peoria, Arizona Details
Kathleen Gill, MS, SPHR's Charles Schwab Experience August 2010 - April 2011
Job Senior Human Resource Professional
Industry Human Resources
Experience
Charles Schwab   August 2010 - April 2011
Golden Acorn Casino   August 2005 - July 2008
Lowe's Home Improvement  August 2004 - April 2005
United Way of Greater Toledo  November 1998 - July 2004
Associated Physicians of MCO   May 1998 - November 1998

Skills
Employee Benefits, Employee Engagement, Performance Appraisal, New Hire Orientations, Training, Interviews, Payroll, Hiring, Leadership, Temporary Placement, Conflict Resolution

Education
Capella University   2014 — 2017
PhD, Business Management with Leadership Specialty

Chapman University   1993 — 1996
Masters of Science HRM, Human Resource Management

Lourdes College   1986 — 1990
Bachelors of Arts, Human Resource Management

University of Toledo   1983 — 1986
Associates of Arts, Business Management

Mark L. Blom, CFP® Mark L. Blom, CFP® Phoenix, Arizona Area Details
Mark L. Blom, CFP®'s Charles Schwab Experience November 2000 - April 2012
Job Investment Advisor at Clarity Financial, LLC
Industry Financial Services
Experience
Clarity Financial, LLC   April 2012 - Present
Charles Schwab   November 2000 - April 2012
AMC Theatres  April 1988 - November 2000
Sagert Investment Service   1988 - 1990
First Investors Corporation  1987 - 1988

Education
College for Financial Planning
CFP

Central College   1985 — 1987
BA, Business Mangement

Mississippi State University   1983 — 1984
Finance

University of Iowa
Finance

Oskaloosa

Shannon Vitalie Throckmorton Shannon Vitalie Throckmorton San Francisco Bay Area Details
Shannon Vitalie Throckmorton's Charles Schwab Experience January 2015 - Present
Job Executive Assistant at Charles Schwab
Industry Executive Office
Experience
Charles Schwab   January 2015 - Present
Creative Learning Center  December 2009 - Present
ACES  April 2008 - January 2009
Associated Learning and Language Specialist   July 2006 - April 2008
San Mateo County Office of Education  January 2001 - June 2006
Family Dental  January 2000 - January 2001
Computer College Silicon Valley   January 1999 - January 2000
San Mateo County Office of Education  January 1997 - January 1999

Skills
Data Entry, Training, Administrative..., Human Resources, Customer Service, Invoicing, Accounts Receivable, Social Services, Insurance, Classroom, Office Administration, Fundraising, Calendaring, Employee Relations, Child Development, Special Education, Administrative..., Microsoft Excel

Education
Notre Dame de Namur University   2003 — 2005
Bachelors, Psychology

Cañada College   1999 — 2003
Associate of Science (AS), Psychology

Cañada College   1999 — 2003
Certificate, Early Childhood Education and Teaching

Cañada College   1999 — 2003
Associate of Arts (AA), Early Childhood Education and Teaching

Chris Culp Chris Culp Colorado Springs, Colorado Area Details
Chris Culp's Charles Schwab Experience July 2012 - June 2014
Job Account Executive at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Charles Schwab   July 2012 - June 2014
T. Rowe Price  January 2011 - June 2012
CSAA  January 2007 - January 2011

Skills
Property & Casualty..., Insurance, Investments, Life Insurance, Stock Market, stocks, Bonds, Retirement Planning, Retirement, Retirement Plan..., Qualified Retirement..., Financial Advisory, IRAs

Education
University of Colorado Colorado Springs   2014 — 2018
Finance

Regis University   2008 — 2010
Bachelor of Science (B.S.), Finance, General

Calvin College   1999 — 2001

Ebony Hanzy Ebony Hanzy San Francisco Bay Area Details
Ebony Hanzy's Charles Schwab Experience 1996 - 2001
Job Records and Office Manager with Project Management Experience
Industry Banking
Experience
Bank of the West  January 2013 - Present
Heald College  June 2011 - January 2013
Heald College  April 2007 - June 2011
Diversified Personnel  May 2005 - April 2007
Kelly Services  January 2004 - May 2005
Westaff  2002 - 2004
Metro One Telecommunications  2000 - 2001
Charles Schwab   1996 - 2001

Skills
Data Entry, Administrative Support, Administration, Outlook, Excel, People Management, PeopleSoft, People Skills, PowerPoint, Accounting, Accounts Payable, Accounts Receivable, College Recruiting, Contract Recruitment, Email Marketing, Payroll Administration, Payroll Processing, Executive..., Resume Writing, Screening Resumes, Facilities Management, Office Management, Safety, Microsoft Word, Administrative..., Human Resources, Payroll, Higher Education, Contract Negotiation, Contract Management, Microsoft Excel, Management, Event Planning, Supervising, Organization, Multitasking Skills, Executive Support, Executive Staffing, Recruiting, Lotus Notes

Education
Capella University   2008 — 2009
BS, Business Administration

Chabot College

Warren Mitchell II Warren Mitchell II Raleigh, North Carolina Details
Warren Mitchell II's Charles Schwab Experience December 2014 - Present
Job Associate Financial Consultant (AFC) at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   December 2014 - Present
NetApp  February 2014 - September 2014
Advocate Consulting, LLC  September 2012 - January 2014
NCR Corporation  August 2011 - May 2012

Skills
Finance

Education
University of North Carolina at Chapel Hill   2005 — 2009
BA, Economics

Campbell University   2013 — 2014
Masters, Trust & Wealth Management

Marc Bourzutschky Marc Bourzutschky Greater Denver Area Details
Marc Bourzutschky's Charles Schwab Experience November 2011 - Present
Job VP, Model Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2011 - Present
Fannie Mae  May 2009 - November 2011
Fannie Mae  1999 - 2009
Salomon Brothers  1995 - 1999
Citigroup  1994 - 1995

Education
Caltech   1986 — 1992
PhD, Applied Physics

Princeton University   1982 — 1986
BA, Physics

Campion College

Steven Sears Steven Sears San Francisco Bay Area Details
Steven Sears's Charles Schwab Experience September 1990 - March 1998
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank  September 2012 - Present
Wells Fargo Advisors  2010 - 2012
Morgan Stanley Smith Barney  March 2008 - June 2010
UBS  May 2004 - March 2008
Nollenberger Capital Partners  February 2002 - December 2002
Shott Capital Management  March 2000 - February 2002
Advent Software  March 1998 - March 2000
Charles Schwab   September 1990 - March 1998

Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis

Education
California State University-Sacramento   1987 — 1989
BS, Finance

Menlo College   1985 — 1987
Business

Teri Maguire Teri Maguire San Francisco Bay Area Details
Teri Maguire's Charles Schwab Experience June 1999 - August 1999
Job Owner, Interior Designer at T&A Design, LLC
Industry Design
Experience
T&A Design, LLC   Interior DesignerFlegel's Home FurnishingsJune 2003 - April 2013
Charles Schwab   June 1999 - August 1999

Skills
Space Planning, AutoCAD, Window Treatments, Floor Plans, Residential Design, Interior Design, Furnishings, Textiles, Space-planning, Cabinetry, Finish, Submittals, CAD, Furniture, Sketching, Interior Architecture, Architectural Design, SketchUp, Sustainable Design, Rendering, Space planning, Kitchen & Bath Design, Custom Furniture, 3D rendering, Architectural Drawings, 3D visualization, Flooring, Renovation, Lighting Design, Design Research, Finish Selections, Concept Design, Commercial Design, Elevations

Education
Cañada College   2004 — 2006
Associate of Science (AS), Interior Design

San Francisco State University   2000 — 2003
Bachelor of Science, Computer Science

Santa Monica College   1998 — 2000
Computer Science

Karen Wiggan Karen Wiggan United States Details
Karen Wiggan's Charles Schwab Experience November 1987 - September 2011
Job
Industry
Experience
Charles Schwab   November 1987 - September 2011

Education
Carnegie Mellon University   1983 — 1985
Management and Policy Analysis, Public Policy Analysis

UCLA   1978 — 1983
Bachelor of Arts (B.A.), Political Science and Government

Mila Ching Mila Ching San Francisco Bay Area Details
Mila Ching's Charles Schwab Experience March 2014 - Present
Job Manager, Supervision and Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2014 - Present
Charles Schwab   May 2004 - March 2014
Charles Schwab   May 1999 - May 2004

Education
California State University-Sacramento   1994 — 1996
M.A., English

University of Hawaii at Manoa
B.A., English

Lyric Sayson Lyric Sayson San Leandro, California Details
Lyric Sayson's Charles Schwab Experience June 1993 - July 1995
Job IT Systems Operations Analyst at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company  September 2012 - Present
Wells Fargo Bank  October 2006 - October 2010
ADP  October 1996 - July 2006
Nestle  July 1995 - September 1996
Charles Schwab   June 1993 - July 1995
UCSF Medical Center  November 1990 - June 1993
APL  October 1989 - November 1990

Skills
Web Services, Databases, Microsoft SQL Server, Oracle, VB.NET, Scrum, Agile Methodologies, Visual Basic, Visual Studio, ASP.NET, ASP, JavaScript, Crystal Reports, Access, SSIS, SSRS, SQL, XML, Visio, Database Design, VBScript, Web Applications, PL/SQL, Software Development, Business Intelligence, Analysis, Technical Support, Software Documentation, Test Cases, MS Project, Testing, T-SQL

Education
CSU,East Bay   2010 — 2013
Bachelor of Science (B.S.), Registered Nursing

CSU Sacramento
Bachelor of Science (B.S.), Computer Science

David Fern David Fern Dallas, Texas Details
David Fern's Charles Schwab Experience August 2002 - Present
Job Vice President/Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2002 - Present
Northwestern Mutual  January 1998 - August 2002
AXA Equitable  January 1997 - December 1997
Wyatt, Tarrant & Combs, LLP   August 1994 - January 1997

Education
University of Virginia School of Law   1991 — 1994
Doctor of Law (J.D.), Law

Centenary College of Louisiana   1987 — 1991
Bachelor of Arts (B.A.), Economics

Conrad Hsieh Conrad Hsieh Anaheim, California Details
Conrad Hsieh's Charles Schwab Experience April 2000 - December 2004
Job Financial Advisor at Titan Asset Management
Industry Financial Services
Experience
Titan Asset Management   May 2012 - Present
Merrill Lynch  January 2005 - March 2012
Charles Schwab   April 2000 - December 2004

Skills
Retirement Planning, Wealth Management, Investments, Series 7, Retirement, Mutual Funds, Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Series 63, Asset Managment, Securities, IRAs, Insurance

Education
California State University-San Bernardino   1989 — 1992
Master of Business Administration (MBA), Finance

Julie Lendman Julie Lendman Grand Rapids, Michigan Details
Julie Lendman's Charles Schwab Experience March 2014 - March 2015
Job Regional Consultant ~ Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Charles Schwab   March 2014 - March 2015
Fidelity Investments  May 2009 - March 2014
Charles Schwab   July 2006 - May 2009

Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Investments, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Strategic Financial..., Series 66

Education
Central Michigan University   1990 — 1993
Bachelor's degree, Communication, General, Graduated

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