Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
Charles Schwab October 2007 - Present
US Bank January 2003 - October 2007
SES 2001 - 2003
Perot Systems 1996 - 2001
Education
Central Michigan University 1991 — 1996
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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