Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Johnny Dam Johnny Dam's Charles Schwab Experience September 2007 - March 2009
Job Real Estate Salesperson/Loan Originator at JC Real Estate Investment Group, Inc.
Industry Real Estate
Experience
JC Real Estate Investment Group, Inc. July 2008 - Present
Charles Schwab September 2007 - March 2009
Far East Realty December 2002 - June 2008
Skills
Investment Properties
Education
ProSchools 2010 — 2014
CE Certificate, Agency, Ethics, Fair Housing, Green RE, Risk Mgmt, Short Sales, Trust Funds & Consumer Protection
PROSchools 2011 — 2013
NMLS CE Certificate, 8-Hr CA SAFE Comprehensive: 2013 CA CE; 2012 CA Mortgage CE; 2011 Impact of the Dodd-Frank Act
First Tuesday 2006 — 2006
CE Certificate, Agency, Ethics, Fair Housing, Trust Funds and Real Estate Matters
Allied Real Estate School 2002 — 2002
Certificate, Real Estate Principles, Escrow and Property Management
Platt College-Oakland, CA 1999 — 2001
Diploma, Computer Graphic Design
San Francisco State University 1989 — 1991
Undergraduate, Accounting and Business/Management
City College of San Francisco 1985 — 1988
Associate of Arts (AA), General Studies
John O'Connell High School of Technology 1982 — 1985
High School Diploma
JC Real Estate Investment Group, Inc. July 2008 - Present
Charles Schwab September 2007 - March 2009
Far East Realty December 2002 - June 2008
Skills
Investment Properties
Education
ProSchools 2010 — 2014
CE Certificate, Agency, Ethics, Fair Housing, Green RE, Risk Mgmt, Short Sales, Trust Funds & Consumer Protection
PROSchools 2011 — 2013
NMLS CE Certificate, 8-Hr CA SAFE Comprehensive: 2013 CA CE; 2012 CA Mortgage CE; 2011 Impact of the Dodd-Frank Act
First Tuesday 2006 — 2006
CE Certificate, Agency, Ethics, Fair Housing, Trust Funds and Real Estate Matters
Allied Real Estate School 2002 — 2002
Certificate, Real Estate Principles, Escrow and Property Management
Platt College-Oakland, CA 1999 — 2001
Diploma, Computer Graphic Design
San Francisco State University 1989 — 1991
Undergraduate, Accounting and Business/Management
City College of San Francisco 1985 — 1988
Associate of Arts (AA), General Studies
John O'Connell High School of Technology 1982 — 1985
High School Diploma
Bryan Aquino Bryan Aquino's Charles Schwab Experience August 2000 - January 2001
Job Cook at The Commissary
Industry Food & Beverages
Experience
Wells Fargo Home Mortgage June 2015 - Present
Transit Cafe March 2015 - June 2015
Arguello restaurant January 2015 - June 2015
The Commissary December 2014 - June 2015
Wells Fargo Home Mortgage September 2011 - November 2013
Wells Fargo Home Mortgage January 2008 - December 2008
Washington Mutual November 2004 - December 2007
JPMorgan Chase March 2001 - October 2004
Charles Schwab August 2000 - January 2001
Robertson Stephens June 1997 - April 1998
Skills
Customer Service, Food, Food Service, Food & Beverage, Menu Development, Project Planning, Training, Catering, Restaurants, Food Safety, Cooking, Hospitality Industry, Hospitality Management, Hospitality, Banking
Education
City College of San Francisco 2014 — 2016
Certificate in Culinary Arts, Culinary Arts/Chef Training
University of the Philippines 1993 — 1999
BA and BS, Philosophy and Economics
Wells Fargo Home Mortgage June 2015 - Present
Transit Cafe March 2015 - June 2015
Arguello restaurant January 2015 - June 2015
The Commissary December 2014 - June 2015
Wells Fargo Home Mortgage September 2011 - November 2013
Wells Fargo Home Mortgage January 2008 - December 2008
Washington Mutual November 2004 - December 2007
JPMorgan Chase March 2001 - October 2004
Charles Schwab August 2000 - January 2001
Robertson Stephens June 1997 - April 1998
Skills
Customer Service, Food, Food Service, Food & Beverage, Menu Development, Project Planning, Training, Catering, Restaurants, Food Safety, Cooking, Hospitality Industry, Hospitality Management, Hospitality, Banking
Education
City College of San Francisco 2014 — 2016
Certificate in Culinary Arts, Culinary Arts/Chef Training
University of the Philippines 1993 — 1999
BA and BS, Philosophy and Economics
Calvin Jiang Calvin Jiang's Charles Schwab Experience June 2014 - August 2014
Job DaVita
Industry Financial Services
Experience
DaVita Kidney Care August 2015 - Present
OpenCounter March 2015 - August 2015
inDinero February 2015 - May 2015
Charles Schwab June 2014 - August 2014
Wynn Capital Management March 2014 - June 2014
OpenCounter June 2013 - June 2014
inDinero January 2014 - May 2014
Wall Street Oasis February 2014 - April 2014
UC Santa Cruz January 2013 - December 2013
UC Santa Cruz June 2010 - March 2013
Education
Claremont McKenna College 2014 — 2015
Master's of Finance
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), History (concentration in Europe)
Sacred Heart Cathedral Preparatory 2005 — 2009
DaVita Kidney Care August 2015 - Present
OpenCounter March 2015 - August 2015
inDinero February 2015 - May 2015
Charles Schwab June 2014 - August 2014
Wynn Capital Management March 2014 - June 2014
OpenCounter June 2013 - June 2014
inDinero January 2014 - May 2014
Wall Street Oasis February 2014 - April 2014
UC Santa Cruz January 2013 - December 2013
UC Santa Cruz June 2010 - March 2013
Education
Claremont McKenna College 2014 — 2015
Master's of Finance
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), History (concentration in Europe)
Sacred Heart Cathedral Preparatory 2005 — 2009
Yolanda Hiller Yolanda Hiller's Charles Schwab Experience December 2014 - Present
Job Senior Administrative Assistant to the COO at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Home June 2006 - November 2014
Wells Fargo Bank 1991 - 2006
Skills
15 years of..., Receptionist Duties, Customer Service, Sales, Management, Event Planning, Microsoft Excel, Microsoft Office, Administration, Marketing Strategy, Strategic Planning, Event Management, Microsoft Word, Outlook
Education
City College of San Francisco
San Francisco State University
Charles Schwab December 2014 - Present
Home June 2006 - November 2014
Wells Fargo Bank 1991 - 2006
Skills
15 years of..., Receptionist Duties, Customer Service, Sales, Management, Event Planning, Microsoft Excel, Microsoft Office, Administration, Marketing Strategy, Strategic Planning, Event Management, Microsoft Word, Outlook
Education
City College of San Francisco
San Francisco State University
Brian Snodgrass Brian Snodgrass's Charles Schwab Experience 2002 - 2003
Job Lead Technical Recruiter at OpenTable
Industry Staffing and Recruiting
Experience
OpenTable May 2015 - Present
RingCentral November 2014 - Present
AdRoll April 2014 - November 2014
Marin Software July 2012 - April 2014
Responsys December 2007 - July 2012
Postini (Acquired by Google) October 2006 - November 2007
CSAA January 2006 - September 2006
Spherion Corp December 2003 - December 2005
Charles Schwab 2002 - 2003
Chen & Mcginlay 2000 - 2002
Skills
SaaS, Technical Recruiting, Applicant Tracking..., Online Advertising, Cold Calling, Management, Salesforce.com, Integrated Marketing, CRM, Advertising, Account Management, Lead Generation, Marketing, Internet Recruiting, Talent Acquisition, College Recruiting, Start-ups, Strategic Partnerships, Temporary Placement, Business Development, Search, Recruiting, Enterprise Software, Professional Services, Strategy, Analytics, Executive Search, Sourcing
Education
Chapman University 1992 — 1997
Bachelor of Science Business Administration (BSBA), Business Administration and Management, General
Chapman University, The George L. Argyros School of Business and Economics 1992 — 1997
Bachelors, Business
Berkeley Alumni Meeting
OpenTable May 2015 - Present
RingCentral November 2014 - Present
AdRoll April 2014 - November 2014
Marin Software July 2012 - April 2014
Responsys December 2007 - July 2012
Postini (Acquired by Google) October 2006 - November 2007
CSAA January 2006 - September 2006
Spherion Corp December 2003 - December 2005
Charles Schwab 2002 - 2003
Chen & Mcginlay 2000 - 2002
Skills
SaaS, Technical Recruiting, Applicant Tracking..., Online Advertising, Cold Calling, Management, Salesforce.com, Integrated Marketing, CRM, Advertising, Account Management, Lead Generation, Marketing, Internet Recruiting, Talent Acquisition, College Recruiting, Start-ups, Strategic Partnerships, Temporary Placement, Business Development, Search, Recruiting, Enterprise Software, Professional Services, Strategy, Analytics, Executive Search, Sourcing
Education
Chapman University 1992 — 1997
Bachelor of Science Business Administration (BSBA), Business Administration and Management, General
Chapman University, The George L. Argyros School of Business and Economics 1992 — 1997
Bachelors, Business
Berkeley Alumni Meeting
John Sturgis, CFP® John Sturgis, CFP®'s Charles Schwab Experience March 2014 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Education
Chapman University 1984 — 1986
BSBA, Management
Charles Schwab March 2014 - Present
Education
Chapman University 1984 — 1986
BSBA, Management
Raynisa Wilson Raynisa Wilson's Charles Schwab Experience January 1992 - January 2003
Job AA3 at UC Berkeley
Industry Higher Education
Experience
UC Berkeley December 2013 - Present
Pac-12 Enterprises June 2012 - December 2013
Ajilon December 2011 - May 2012
AAA Northern California, Nevada & Utah Insurance Exchange March 2008 - September 2011
Electrochem February 2006 - February 2008
UCSF February 2003 - January 2004
Charles Schwab January 1992 - January 2003
Skills
Analytics, Account Reconciliation, Customer Service, 10 Key, Microsoft Word, Leadership, Employee Training, Detailed Organization, Research, General Ledger, Invoicing, Accounting, PeopleSoft, Payroll, Accounts Receivable
Education
City College of San Francisco 1984 — 1986
Associate's degree, Psychology
UC Berkeley December 2013 - Present
Pac-12 Enterprises June 2012 - December 2013
Ajilon December 2011 - May 2012
AAA Northern California, Nevada & Utah Insurance Exchange March 2008 - September 2011
Electrochem February 2006 - February 2008
UCSF February 2003 - January 2004
Charles Schwab January 1992 - January 2003
Skills
Analytics, Account Reconciliation, Customer Service, 10 Key, Microsoft Word, Leadership, Employee Training, Detailed Organization, Research, General Ledger, Invoicing, Accounting, PeopleSoft, Payroll, Accounts Receivable
Education
City College of San Francisco 1984 — 1986
Associate's degree, Psychology
Victoria Sosinski Victoria Sosinski's Charles Schwab Experience June 1999 - July 2002
Job Executive Assistant to SVP & GM Microcontrollers at Atmel Corporation
Industry Executive Office
Experience
Atmel Corporation May 2013 - Present
Atmel Corporation 2013 - 2015
Atmel Corporation 2013 - 2015
NetApp October 2009 - October 2012
Spansion September 2007 - March 2009
Symmetricom April 2007 - July 2007
Intelsat May 2002 - October 2004
Charles Schwab June 1999 - July 2002
Imatron April 1998 - January 1999
PC World Magazine January 1997 - March 1998
Skills
Outlook, Project Management, SharePoint, Microsoft Excel, Visio, Video Calling, PowerPoint, BrassRing, Internet Research, Microsoft Word, WebEx, Event Plannig, Quality Assurance, Process Improvement, Microsoft Office, Spreadsheets, Data Center, Time Management, Training, Negotiation, Management, Data Analysis, Vendor Management, Leadership, Customer Service, Team Leadership, Budgets, Team Building, Cloud Computing, Windows, Databases, Change Management, Human Resources, Program Management, Employee Relations, Cross-functional Team..., Sales, Accounting, PeopleSoft, Administrative..., Online Research
Education
Heald College 1993 — 1994
Accounting
City College of San Francisco
Computer Science
Atmel Corporation May 2013 - Present
Atmel Corporation 2013 - 2015
Atmel Corporation 2013 - 2015
NetApp October 2009 - October 2012
Spansion September 2007 - March 2009
Symmetricom April 2007 - July 2007
Intelsat May 2002 - October 2004
Charles Schwab June 1999 - July 2002
Imatron April 1998 - January 1999
PC World Magazine January 1997 - March 1998
Skills
Outlook, Project Management, SharePoint, Microsoft Excel, Visio, Video Calling, PowerPoint, BrassRing, Internet Research, Microsoft Word, WebEx, Event Plannig, Quality Assurance, Process Improvement, Microsoft Office, Spreadsheets, Data Center, Time Management, Training, Negotiation, Management, Data Analysis, Vendor Management, Leadership, Customer Service, Team Leadership, Budgets, Team Building, Cloud Computing, Windows, Databases, Change Management, Human Resources, Program Management, Employee Relations, Cross-functional Team..., Sales, Accounting, PeopleSoft, Administrative..., Online Research
Education
Heald College 1993 — 1994
Accounting
City College of San Francisco
Computer Science
Heather Watkins Heather Watkins's Charles Schwab Experience January 2015 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
QuoteWizard August 2012 - July 2014
Beaver Lake Animal Hospital June 2011 - July 2012
Banfield Pet Hospital June 2010 - July 2011
Skills
Salesforce.com, Leadership, Sales Process, Customer Service, Sales, Healthcare, Cold Calling, Management, Surgery, Medicine, Veterinary
Education
Pima Medical Institute-Seattle 2009 — 2010
Occupational Sciences, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Central Washington University 2003 — 2007
Bachelor's degree, Communication, Journalism, and Related Programs
Charles Schwab January 2015 - Present
QuoteWizard August 2012 - July 2014
Beaver Lake Animal Hospital June 2011 - July 2012
Banfield Pet Hospital June 2010 - July 2011
Skills
Salesforce.com, Leadership, Sales Process, Customer Service, Sales, Healthcare, Cold Calling, Management, Surgery, Medicine, Veterinary
Education
Pima Medical Institute-Seattle 2009 — 2010
Occupational Sciences, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Central Washington University 2003 — 2007
Bachelor's degree, Communication, Journalism, and Related Programs
Steve McCamey, AIF Steve McCamey, AIF's Charles Schwab Experience June 2008 - Present
Job Senior Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2008 - Present
Charles Schwab June 2006 - June 2008
Steve McCamey Consulting 2003 - 2005
Robertson Stephens 1997 - 2002
Wells Fargo Bank 1984 - 1996
Skills
Financial Services, Brokerage, Mutual Funds, Portfolio Management, Accounting, Trust Services, Self Directed IRA, 401k, Qualified Retirement..., Investments, Business Development, Retirement Planning, Relationship Management, Investment Management, Investment Advisory, Asset Allocation, Management, Wealth Management, Retirement
Education
Chapman University 1979 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
UCLA Anderson School of Management
Charles Schwab June 2008 - Present
Charles Schwab June 2006 - June 2008
Steve McCamey Consulting 2003 - 2005
Robertson Stephens 1997 - 2002
Wells Fargo Bank 1984 - 1996
Skills
Financial Services, Brokerage, Mutual Funds, Portfolio Management, Accounting, Trust Services, Self Directed IRA, 401k, Qualified Retirement..., Investments, Business Development, Retirement Planning, Relationship Management, Investment Management, Investment Advisory, Asset Allocation, Management, Wealth Management, Retirement
Education
Chapman University 1979 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
UCLA Anderson School of Management
Caroline Morell Caroline Morell's Charles Schwab Experience November 2006 - Present
Job Senior Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2006 - Present
Wells Fargo 2003 - 2006
Skills
Strategy, Marketing, Marketing Communications, Management, Event Planning, Leadership, Integrated Marketing, B2B Marketing, Direct Marketing, Project Management, Marketing Management, Product Marketing, Email Marketing, Digital Marketing, Multi-channel Marketing, Product Management, Marketing Strategy
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Psychology
Charles Schwab November 2006 - Present
Wells Fargo 2003 - 2006
Skills
Strategy, Marketing, Marketing Communications, Management, Event Planning, Leadership, Integrated Marketing, B2B Marketing, Direct Marketing, Project Management, Marketing Management, Product Marketing, Email Marketing, Digital Marketing, Multi-channel Marketing, Product Management, Marketing Strategy
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Psychology
Laurie Juarez's Charles Schwab Experience October 1999 - September 2001
Job Executive Assistant at Deloitte & Touche
Industry
Experience
Deloitte & Touche January 2006 - Present
Delta Dental April 2002 - January 2006
Charles Schwab October 1999 - September 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML
Education
Chabot College 2002 — 2004
General Elective Courses
Yakima Valley Community College 1984 — 1985
Business courses and training in administrative functions
Deloitte & Touche January 2006 - Present
Delta Dental April 2002 - January 2006
Charles Schwab October 1999 - September 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML
Education
Chabot College 2002 — 2004
General Elective Courses
Yakima Valley Community College 1984 — 1985
Business courses and training in administrative functions
Rosy Riggins Rosy Riggins's Charles Schwab Experience 2000 - 2001
Job Marketing Program Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo January 2004 - Present
Wells Fargo 2004 - 2006
Wells Fargo 2003 - 2004
Bank of America 2001 - 2004
Charles Schwab 2000 - 2001
Bank of America 1980 - 2000
Skills
Segmentation, Cross-functional Team..., Project Management, Analytics, Database Marketing, Direct Marketing, Integrated Marketing, Marketing Strategy, Strategic Planning, Relationship Management, Product Management, Marketing, Credit Cards, Vendor Management, Program Management, Online Advertising, Business Analysis, Product Marketing, Digital Marketing, Customer Experience, CRM, Strategy, Leadership, Management, Project Planning, Analysis, Business Intelligence, Business Strategy, Advertising, Budgets, Marketing Management
Education
Golden Gate University 2009 — 2015
Currently attending, Marketing Management, General
City College of San Francisco 1980 — 1988
Associate Degree in Busines
Wells Fargo January 2004 - Present
Wells Fargo 2004 - 2006
Wells Fargo 2003 - 2004
Bank of America 2001 - 2004
Charles Schwab 2000 - 2001
Bank of America 1980 - 2000
Skills
Segmentation, Cross-functional Team..., Project Management, Analytics, Database Marketing, Direct Marketing, Integrated Marketing, Marketing Strategy, Strategic Planning, Relationship Management, Product Management, Marketing, Credit Cards, Vendor Management, Program Management, Online Advertising, Business Analysis, Product Marketing, Digital Marketing, Customer Experience, CRM, Strategy, Leadership, Management, Project Planning, Analysis, Business Intelligence, Business Strategy, Advertising, Budgets, Marketing Management
Education
Golden Gate University 2009 — 2015
Currently attending, Marketing Management, General
City College of San Francisco 1980 — 1988
Associate Degree in Busines
JJ Perez's Charles Schwab Experience 2006 - 2007
Job Ecommerce Systems Architect
Industry Information Technology and Services
Experience
Online Service March 2015 - Present
Health Services Company September 2014 - Present
Broadcom November 2010 - September 2014
IBM Global Services July 2010 - April 2011
Actelion April 2009 - July 2010
Kaiser 2008 - 2009
Apple Inc. March 2008 - December 2008
Charles Schwab 2006 - 2007
Skills
Windows Server, Microsoft Office, Active Directory, Operating Systems, Windows 7, SCOM 2012, Microsoft SQL Server, Business Intelligence, SSRS, SCCM 2007 and 2012, Microsoft Certified..., SCCM, Powershell, SCOM, Networking, WSUS, Windows, Infrastructure, ITIL, MDT, VMware, IIS, Cloud Computing, Management, SQL, Virtualization, Disaster Recovery
Education
City College of San Francisco 1991 — 1993
Associate’s Degree, Airframe Mechanics and Aircraft Maintenance Technology/Technician, 4.0 GPA at the department of Aeronautics
Online Service March 2015 - Present
Health Services Company September 2014 - Present
Broadcom November 2010 - September 2014
IBM Global Services July 2010 - April 2011
Actelion April 2009 - July 2010
Kaiser 2008 - 2009
Apple Inc. March 2008 - December 2008
Charles Schwab 2006 - 2007
Skills
Windows Server, Microsoft Office, Active Directory, Operating Systems, Windows 7, SCOM 2012, Microsoft SQL Server, Business Intelligence, SSRS, SCCM 2007 and 2012, Microsoft Certified..., SCCM, Powershell, SCOM, Networking, WSUS, Windows, Infrastructure, ITIL, MDT, VMware, IIS, Cloud Computing, Management, SQL, Virtualization, Disaster Recovery
Education
City College of San Francisco 1991 — 1993
Associate’s Degree, Airframe Mechanics and Aircraft Maintenance Technology/Technician, 4.0 GPA at the department of Aeronautics
Quentin J McHenry, REALTOR®, PPMC® Quentin J McHenry, REALTOR®, PPMC®'s Charles Schwab Experience December 2011 - November 2013
Job Real Estate Sales Professional at Keller Willams Realty
Industry Real Estate
Experience
Keller Willams Realty April 2014 - Present
Saunders Financial November 2013 - Present
Charles Schwab December 2011 - November 2013
Niche Financial Consulting, LLC July 2009 - December 2011
Mutual of America 2011 - 2011
Deloitte Consulting LLP December 2007 - June 2009
Vanguard December 2000 - November 2007
TIAA-CREF 1998 - 2000
Skills
Financial Services, Retirement Planning, Series 63, Investments, Retirement, Risk Management, Strategic Financial..., Strategy, Pensions, Defined Contribution, Mutual Funds, Series 7, CRM, 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, General
Christopher Newport University 1987 — 1990
Bachelors of Science, Business Administration
Hampton University
Keller Willams Realty April 2014 - Present
Saunders Financial November 2013 - Present
Charles Schwab December 2011 - November 2013
Niche Financial Consulting, LLC July 2009 - December 2011
Mutual of America 2011 - 2011
Deloitte Consulting LLP December 2007 - June 2009
Vanguard December 2000 - November 2007
TIAA-CREF 1998 - 2000
Skills
Financial Services, Retirement Planning, Series 63, Investments, Retirement, Risk Management, Strategic Financial..., Strategy, Pensions, Defined Contribution, Mutual Funds, Series 7, CRM, 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, General
Christopher Newport University 1987 — 1990
Bachelors of Science, Business Administration
Hampton University
Frank Reda Frank Reda's Charles Schwab Experience 1999 - 2004
Job
Industry Real Estate
Experience
Michael Saunders & Company January 2015 - Present
BBT Asset Management 2004 - 2013
Charles Schwab 1999 - 2004
Goldman Sachs 1979 - 1999
Goldman Sachs 1979 - 1999
Skills
Valuation, Hedge Funds, Equities, Capital Markets, Series 7, Bloomberg, Securities, Investments, Equity Trading, Series 63, Alternative Investments
Education
City University of New York-John Jay College of Criminal Justice
B.S.
Michael Saunders & Company January 2015 - Present
BBT Asset Management 2004 - 2013
Charles Schwab 1999 - 2004
Goldman Sachs 1979 - 1999
Goldman Sachs 1979 - 1999
Skills
Valuation, Hedge Funds, Equities, Capital Markets, Series 7, Bloomberg, Securities, Investments, Equity Trading, Series 63, Alternative Investments
Education
City University of New York-John Jay College of Criminal Justice
B.S.
Kath Horton Kath Horton's Charles Schwab Experience October 1998 - December 2001
Job Business Development Director at SYPartners
Industry Marketing and Advertising
Experience
SYPartners February 2015 - Present
SYPartners November 2012 - Present
Bartle Bogle Hegarty NY February 2010 - October 2012
Rockstar Games October 2005 - September 2009
Discovery Communications January 2002 - October 2005
Charles Schwab October 1998 - December 2001
Skills
Integrated Marketing, Creative Development, Advertising, Video Games, Television, Operations Management, Creative Direction, Market Research, Digital Marketing, Technology, Account Management, Project Management, Non-profits, Finance, Strategy, New Media, Online Advertising, Marketing, Business Development, Digital Strategy, Leadership, Mobile Marketing, Brand Development
Education
The University of Birmingham 1995 — 1998
1st Class BSC Physics, Physics
Chartered Institute of Marketing 2004 — 2005
Marketing Diploma
SYPartners February 2015 - Present
SYPartners November 2012 - Present
Bartle Bogle Hegarty NY February 2010 - October 2012
Rockstar Games October 2005 - September 2009
Discovery Communications January 2002 - October 2005
Charles Schwab October 1998 - December 2001
Skills
Integrated Marketing, Creative Development, Advertising, Video Games, Television, Operations Management, Creative Direction, Market Research, Digital Marketing, Technology, Account Management, Project Management, Non-profits, Finance, Strategy, New Media, Online Advertising, Marketing, Business Development, Digital Strategy, Leadership, Mobile Marketing, Brand Development
Education
The University of Birmingham 1995 — 1998
1st Class BSC Physics, Physics
Chartered Institute of Marketing 2004 — 2005
Marketing Diploma
Paul Simacek Paul Simacek's Charles Schwab Experience 2003 - 2005
Job Manager Pricing & Licensing
Industry Information Technology and Services
Experience
20-20 Technologies May 2014 - Present
ChalkLabs September 2012 - May 2014
ISBDC February 2010 - September 2012
Rhino LLC February 2009 - August 2009
Infineon Technologies 2008 - 2008
McMaster-Carr 2005 - 2007
Charles Schwab 2003 - 2005
Black Diamond Futures 2002 - 2003
Education
University of Oxford - Said Business School 2007 — 2008
MBA
Indiana University - Kelley School of Business 1998 — 2002
BS
City University of Hong Kong 2001 — 2001
20-20 Technologies May 2014 - Present
ChalkLabs September 2012 - May 2014
ISBDC February 2010 - September 2012
Rhino LLC February 2009 - August 2009
Infineon Technologies 2008 - 2008
McMaster-Carr 2005 - 2007
Charles Schwab 2003 - 2005
Black Diamond Futures 2002 - 2003
Education
University of Oxford - Said Business School 2007 — 2008
MBA
Indiana University - Kelley School of Business 1998 — 2002
BS
City University of Hong Kong 2001 — 2001
Thom Shuler's Charles Schwab Experience July 2003 - February 2009
Job Sr. DevOps Engineer at Revionics
Industry Computer Software
Experience
Revionics December 2014 - Present
eBay/PayPal March 2010 - November 2014
Charles Schwab July 2003 - February 2009
Charles Schwab January 1997 - May 1999
Charles Schwab January 1994 - December 1997
Charles Schwab January 1992 - December 1994
Charles Schwab January 1990 - December 1992
Skills
Web Services, XML, Software Development, Agile Methodologies, C++, Visual Basic, Java, Java Enterprise Edition, SQL, C#, Unix, .NET, C, TCP/IP, Relational Databases, Software Development..., Integration, Linux, Eclipse, Python, Solaris, SDLC, Enterprise Software, Public Speaking, MFC, RUP, Tomcat, JSP, JSTL, MVC, VBA, Red Hat Linux, Servlets, Spring, Spring Webflow, JavaScript, WinForms, Microsoft Platform
Education
City College of San Francisco
Associate's Degree, Computer and Information Science
College of San Mateo
Windows Programming
Revionics December 2014 - Present
eBay/PayPal March 2010 - November 2014
Charles Schwab July 2003 - February 2009
Charles Schwab January 1997 - May 1999
Charles Schwab January 1994 - December 1997
Charles Schwab January 1992 - December 1994
Charles Schwab January 1990 - December 1992
Skills
Web Services, XML, Software Development, Agile Methodologies, C++, Visual Basic, Java, Java Enterprise Edition, SQL, C#, Unix, .NET, C, TCP/IP, Relational Databases, Software Development..., Integration, Linux, Eclipse, Python, Solaris, SDLC, Enterprise Software, Public Speaking, MFC, RUP, Tomcat, JSP, JSTL, MVC, VBA, Red Hat Linux, Servlets, Spring, Spring Webflow, JavaScript, WinForms, Microsoft Platform
Education
City College of San Francisco
Associate's Degree, Computer and Information Science
College of San Mateo
Windows Programming
Kim Braasch Kim Braasch's Charles Schwab Experience September 2008 - November 2008
Job Senior Technical Advisor at HCL Infosystems Ltd
Industry Information Technology and Services
Experience
HCL Infosystems Ltd October 2013 - Present
Oregon Employment Department July 2012 - Present
Charles Schwab September 2008 - November 2008
Charles Schwab March 2007 - August 2007
Oregon Department of Justice August 1998 - June 2006
Skills
COBOL, SDLC, JCL, Business Analysis, VSAM, Visio, DB2, SQL, Oracle, Access, Fileaid, Program Management, Performance Tuning, PL/SQL, Troubleshooting, Project Management, Software Documentation, Management, Business Intelligence, JES2, Analysis, CICS, Mainframe, Requirements Analysis, Agile Methodologies, FTP, Quality Assurance, Unix, Vendor Management, Systems Analysis, Requirements Gathering, Visual Basic, Software Development, Databases, Networking, Data Warehousing, ISPF, Database Design
Education
Willamette University 1993 — 1995
BA, Liberal Arts/Fine Art
Chemeketa Community College 1989 — 1991
AA, Mainframe Computer Programming
HCL Infosystems Ltd October 2013 - Present
Oregon Employment Department July 2012 - Present
Charles Schwab September 2008 - November 2008
Charles Schwab March 2007 - August 2007
Oregon Department of Justice August 1998 - June 2006
Skills
COBOL, SDLC, JCL, Business Analysis, VSAM, Visio, DB2, SQL, Oracle, Access, Fileaid, Program Management, Performance Tuning, PL/SQL, Troubleshooting, Project Management, Software Documentation, Management, Business Intelligence, JES2, Analysis, CICS, Mainframe, Requirements Analysis, Agile Methodologies, FTP, Quality Assurance, Unix, Vendor Management, Systems Analysis, Requirements Gathering, Visual Basic, Software Development, Databases, Networking, Data Warehousing, ISPF, Database Design
Education
Willamette University 1993 — 1995
BA, Liberal Arts/Fine Art
Chemeketa Community College 1989 — 1991
AA, Mainframe Computer Programming
Steve Anderson Steve Anderson's Charles Schwab Experience April 2013 - October 2014
Job Marketing Analytics Superstar in San Francisco
Industry Information Technology and Services
Experience
Gap Inc./GID October 2014 - Present
Charles Schwab April 2013 - October 2014
Fidelity Investments November 2011 - 2013
Memphis Grizzlies September 2008 - November 2011
Toastmasters International January 2010 - July 2011
Acxiom August 2005 - September 2008
directFX Solutions May 2005 - August 2007
Skills
Business Intelligence, Data Analysis, Analytics, Leadership, CRM, SQL, Databases, Management, Data Warehousing, Data Mining, Microsoft SQL Server, Database Marketing, Email Marketing, Analysis, Relational Databases, Process Improvement, Program Management, Project Management, SSRS, Segmentation, MySQL, Direct Marketing, T-SQL, Business Analysis, ExactTarget, SSIS, SAS, ETL, Direct Mail, Data Modeling, Programming, Business Process, Alterian, Unica Affinium Campaign, Database Administration, Requirements Analysis, Campaign Management, Database Design, Requirements Gathering, Tableau, R, Machine Learning, Python, Data Science, Hadoop, Apache Spark, Hive, MapReduce, Big Data, Strategy
Education
Christian Brothers University 2007 — 2009
Master of Engineering Management (MEM), Engineering Management
Christian Brothers University 2007 — 2007
Master Certificate, Information Technology
The University of Memphis 2001 — 2005
Bachelor of Science (B.S.), Computer Engineering
Gap Inc./GID October 2014 - Present
Charles Schwab April 2013 - October 2014
Fidelity Investments November 2011 - 2013
Memphis Grizzlies September 2008 - November 2011
Toastmasters International January 2010 - July 2011
Acxiom August 2005 - September 2008
directFX Solutions May 2005 - August 2007
Skills
Business Intelligence, Data Analysis, Analytics, Leadership, CRM, SQL, Databases, Management, Data Warehousing, Data Mining, Microsoft SQL Server, Database Marketing, Email Marketing, Analysis, Relational Databases, Process Improvement, Program Management, Project Management, SSRS, Segmentation, MySQL, Direct Marketing, T-SQL, Business Analysis, ExactTarget, SSIS, SAS, ETL, Direct Mail, Data Modeling, Programming, Business Process, Alterian, Unica Affinium Campaign, Database Administration, Requirements Analysis, Campaign Management, Database Design, Requirements Gathering, Tableau, R, Machine Learning, Python, Data Science, Hadoop, Apache Spark, Hive, MapReduce, Big Data, Strategy
Education
Christian Brothers University 2007 — 2009
Master of Engineering Management (MEM), Engineering Management
Christian Brothers University 2007 — 2007
Master Certificate, Information Technology
The University of Memphis 2001 — 2005
Bachelor of Science (B.S.), Computer Engineering
VICTORIA DE PAOLO VICTORIA DE PAOLO's Charles Schwab Experience June 2012 - November 2014
Job VP Financial Consultant, CFP® , AAMS.
Industry Financial Services
Experience
Charles Schwab & Co. Inc, November 2014 - Present
Charles Schwab June 2012 - November 2014
Leaders in the Equity Trading Arena in the Greater New York City Area 2011 - July 2012
Kellner Dileo & Company 1982 - 2012
Skills
Equities, Series 7, Trading, Bloomberg, Portfolio Management, FINRA, Series 24, Securities, Fixed Income, Finance, Hedge Funds, Investments, Series 63, Asset Management, Derivatives
Education
Hunter College
B.A. in Accounting and Business
huntercollrge
Charles Schwab & Co. Inc, November 2014 - Present
Charles Schwab June 2012 - November 2014
Leaders in the Equity Trading Arena in the Greater New York City Area 2011 - July 2012
Kellner Dileo & Company 1982 - 2012
Skills
Equities, Series 7, Trading, Bloomberg, Portfolio Management, FINRA, Series 24, Securities, Fixed Income, Finance, Hedge Funds, Investments, Series 63, Asset Management, Derivatives
Education
Hunter College
B.A. in Accounting and Business
huntercollrge
Jon Hildreth Jon Hildreth's Charles Schwab Experience 1999 - 2005
Job IT Quality Assurance Leader
Industry Biotechnology
Experience
Genentech December 2013 - Present
Genentech March 2012 - December 2013
Delta Dental February 2008 - November 2011
JPMorgan Chase 2005 - 2008
Charles Schwab 1999 - 2005
SmarTalk Teleservices (AT&T) October 1996 - March 1999
Skills
Quality Center, Software Quality..., Testing, Process Improvement, Software Project..., SDLC, Unix, User Acceptance Testing, Test Planning, Test Management, QTP, Integration Testing, Test Cases, Linux, Release Management, Waterfall, Test Strategy, ClearQuest, Scrum, Software Quality Control, Team Building, RUP, Agile Methodologies, Test Automation, Business Process, Manual Testing, Requirements Gathering, End-to-end Testing, Relational Databases, ClearCase, Netcool, Regression Testing, System Testing, Performance Testing, System Integration..., QA Automation, SQL, HP Openview, Shell Scripting, Salesforce.com, GxP, ITIL, Risk Based Testing, ISO 9001, Humor, Computer System..., Risk Assessment
Education
Western Governors University
Bachelor of Science (BS)
City College of San Francisco
Genentech December 2013 - Present
Genentech March 2012 - December 2013
Delta Dental February 2008 - November 2011
JPMorgan Chase 2005 - 2008
Charles Schwab 1999 - 2005
SmarTalk Teleservices (AT&T) October 1996 - March 1999
Skills
Quality Center, Software Quality..., Testing, Process Improvement, Software Project..., SDLC, Unix, User Acceptance Testing, Test Planning, Test Management, QTP, Integration Testing, Test Cases, Linux, Release Management, Waterfall, Test Strategy, ClearQuest, Scrum, Software Quality Control, Team Building, RUP, Agile Methodologies, Test Automation, Business Process, Manual Testing, Requirements Gathering, End-to-end Testing, Relational Databases, ClearCase, Netcool, Regression Testing, System Testing, Performance Testing, System Integration..., QA Automation, SQL, HP Openview, Shell Scripting, Salesforce.com, GxP, ITIL, Risk Based Testing, ISO 9001, Humor, Computer System..., Risk Assessment
Education
Western Governors University
Bachelor of Science (BS)
City College of San Francisco
Ryan Collier Ryan Collier's Charles Schwab Experience July 1999 - January 2005
Job Senior Portfolio Manager at Bedel Financial Consulting
Industry Investment Management
Experience
Bedel Financial Consulting, Inc. August 2006 - Present
Fifth Third Bank January 2005 - August 2006
Charles Schwab July 1999 - January 2005
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Financial Analysis, Finance, Asset Management
Education
Centre College 1995 — 1999
B.A., Economics
Bedel Financial Consulting, Inc. August 2006 - Present
Fifth Third Bank January 2005 - August 2006
Charles Schwab July 1999 - January 2005
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Financial Analysis, Finance, Asset Management
Education
Centre College 1995 — 1999
B.A., Economics
Anshu Agarwal Anshu Agarwal's Charles Schwab Experience February 2012 - Present
Job Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2012 - Present
HSBC October 2011 - January 2012
Wells Fargo April 2011 - October 2011
BlackRock August 2008 - April 2011
Wells Fargo June 2006 - August 2008
Standard Insurance Company July 2004 - June 2006
Skills
SDLC, Testing, Requirements Gathering, User Acceptance Testing, Business Analysis, Requirements Analysis, Visio, Business Requirements, SQL, Quality Assurance, Documentation, HTML, Business Objects, Teradata, Oracle SQL, Waterfall, Agile, RUP, Data Warehousing, Data Analysis, PL/SQL, Access, Unix, Databases, SQL Server, ETL, Requirements Management, XML, SharePoint, Analysis, MS Project, UML, Data Modeling
Education
Clarkson University 2003 — 2004
MS, IT
Charles Schwab February 2012 - Present
HSBC October 2011 - January 2012
Wells Fargo April 2011 - October 2011
BlackRock August 2008 - April 2011
Wells Fargo June 2006 - August 2008
Standard Insurance Company July 2004 - June 2006
Skills
SDLC, Testing, Requirements Gathering, User Acceptance Testing, Business Analysis, Requirements Analysis, Visio, Business Requirements, SQL, Quality Assurance, Documentation, HTML, Business Objects, Teradata, Oracle SQL, Waterfall, Agile, RUP, Data Warehousing, Data Analysis, PL/SQL, Access, Unix, Databases, SQL Server, ETL, Requirements Management, XML, SharePoint, Analysis, MS Project, UML, Data Modeling
Education
Clarkson University 2003 — 2004
MS, IT
Bill Domer Bill Domer's Charles Schwab Experience 1997 - 2002
Job IT Specialist (GS13) at CentCom JTSCC
Industry Information Technology and Services
Experience
CentCom Joint Theater Support Contracting Command January 2011 - Present
K-Force Government Services July 2008 - January 2011
SB International 2009 - 2010
TKC Communications 2005 - 2008
GlobalSat 2004 - 2005
Electronic Arts - Tiburon Division September 2003 - January 2004
SAIC January 2003 - August 2003
Charles Schwab 1997 - 2002
Skills
Windows Server, Servers, Networking, VoIP, Management
Education
Excelsior College 2013 — 2015
MS in CyberSecurity, IT and Communications, 3.96 GPA
ACS 1981 — 1987
Central Texas College
Seminole Community College
University of Phoenix
MS in Information Technology/Networking, Information Technology, 3.95
CentCom Joint Theater Support Contracting Command January 2011 - Present
K-Force Government Services July 2008 - January 2011
SB International 2009 - 2010
TKC Communications 2005 - 2008
GlobalSat 2004 - 2005
Electronic Arts - Tiburon Division September 2003 - January 2004
SAIC January 2003 - August 2003
Charles Schwab 1997 - 2002
Skills
Windows Server, Servers, Networking, VoIP, Management
Education
Excelsior College 2013 — 2015
MS in CyberSecurity, IT and Communications, 3.96 GPA
ACS 1981 — 1987
Central Texas College
Seminole Community College
University of Phoenix
MS in Information Technology/Networking, Information Technology, 3.95
Cort Neureuther's Charles Schwab Experience August 2000 - August 2001
Job IT Solutions Director, Sales & Services Portfolio, Lowe's Home Improvement
Industry Retail
Experience
Lowe's Companies, Inc. May 2014 - Present
Lowe's Home Improvement June 2013 - May 2014
Lowe's Companies, Inc. May 2012 - June 2013
Bank of America December 2007 - May 2012
The Home Depot December 2005 - December 2007
The Home Depot June 2005 - December 2005
The Home Depot October 2004 - June 2005
KPMG January 2004 - September 2004
Morgan Stanley August 2001 - April 2002
Charles Schwab August 2000 - August 2001
Skills
PMP, Six Sigma, Integration, IT Strategy, Budgets, Business Strategy, Leadership, Operations Management, Project Management, Strategic Planning, Strategy, Management, Process Improvement, Program Management, Retail, SDLC, Business Analysis
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Clemson University - College of Business and Behavioral Science 1996 — 2000
Bachelor's Degree, International Finance
Lowe's Companies, Inc. May 2014 - Present
Lowe's Home Improvement June 2013 - May 2014
Lowe's Companies, Inc. May 2012 - June 2013
Bank of America December 2007 - May 2012
The Home Depot December 2005 - December 2007
The Home Depot June 2005 - December 2005
The Home Depot October 2004 - June 2005
KPMG January 2004 - September 2004
Morgan Stanley August 2001 - April 2002
Charles Schwab August 2000 - August 2001
Skills
PMP, Six Sigma, Integration, IT Strategy, Budgets, Business Strategy, Leadership, Operations Management, Project Management, Strategic Planning, Strategy, Management, Process Improvement, Program Management, Retail, SDLC, Business Analysis
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Clemson University - College of Business and Behavioral Science 1996 — 2000
Bachelor's Degree, International Finance
Shaun Taylor's Charles Schwab Experience December 1997 - December 1999
Job Project & Portfolio Management Consultant | Project Server Expert
Industry Management Consulting
Experience
ImageSoft, Inc. July 2014 - June 2015
MetLife February 2014 - June 2014
BB&T October 2012 - November 2013
Progress Energy January 2012 - October 2012
NC Department of Revenue March 2009 - January 2012
Swirl Mobile March 2006 - March 2009
Computer Sciences Corporation January 2001 - March 2006
Mobius Group January 2000 - January 2001
Charles Schwab December 1997 - December 1999
Morgan Stanley Smith Barney May 1995 - December 1997
Skills
PMP, Software Project..., SDLC, PMO, Program Management, Project Portfolio..., Project Server, Master Schedule, Business Analysis, CMMI, MS Project, Requirements Gathering, Enterprise Architecture, Resource Management, Business Process, Requirements Analysis, Visio, Business Process..., Project Delivery, Agile Project Management, Project Management, Process Improvement, Cross-functional Team..., Governance, Software Development, Project Planning, Microsoft Project
Education
Virginia Polytechnic Institute and State University 2003 — 2005
Master's, Information Technology
Clarion University of Pennsylvania 1990 — 1995
BSBA, Finance
ImageSoft, Inc. July 2014 - June 2015
MetLife February 2014 - June 2014
BB&T October 2012 - November 2013
Progress Energy January 2012 - October 2012
NC Department of Revenue March 2009 - January 2012
Swirl Mobile March 2006 - March 2009
Computer Sciences Corporation January 2001 - March 2006
Mobius Group January 2000 - January 2001
Charles Schwab December 1997 - December 1999
Morgan Stanley Smith Barney May 1995 - December 1997
Skills
PMP, Software Project..., SDLC, PMO, Program Management, Project Portfolio..., Project Server, Master Schedule, Business Analysis, CMMI, MS Project, Requirements Gathering, Enterprise Architecture, Resource Management, Business Process, Requirements Analysis, Visio, Business Process..., Project Delivery, Agile Project Management, Project Management, Process Improvement, Cross-functional Team..., Governance, Software Development, Project Planning, Microsoft Project
Education
Virginia Polytechnic Institute and State University 2003 — 2005
Master's, Information Technology
Clarion University of Pennsylvania 1990 — 1995
BSBA, Finance
Cassandra Van Gelder's Charles Schwab Experience November 2012 - December 2012
Job Certified Scrum Master I, CSM, CSP, at VGT, an Aristocrat company
Industry Information Technology and Services
Experience
VGT March 2015 - Present
Freelance January 1984 - July 2015
VGT May 2013 - June 2015
Society of Technical Communicators 2006 - May 2015
Phi Theta Kappa May 2013 - 2015
ESPN Radio January 2013 - May 2013
Theater 1980 - 2013
Charles Schwab November 2012 - December 2012
Caesars Entertainment Corporation - HERO Companywide Committee March 2012 - August 2012
Caesars Entertainment Corporation - Take Our Daughters and Sons to Work Day Committee January 2012 - August 2012
Skills
Technical Writing, FrameMaker, Editing, Software Documentation, Adobe Acrobat, Manuals, Photoshop, Writing, Microsoft Office, Graphic Design, Illustrator, InDesign, Social Media, Public Speaking, Instructional Design, PowerPoint, Documentation, Hardware, CMS, Windows, Adobe Creative Suite, Strategic Planning, Art Direction, Technical Training, Drawing, Gaming, Courseware Development, Technical Drawing, Certified Scrum Master..., Agile Methodologies, Agile Application..., Scrum, Agile Project Management, Kanban, Lean Management, Creative Writing, Blogging
Education
Savannah College of Art and Design 2015 — 2017
Graphic Design
College of Southern Nevada 2009 — 2014
English Language and Literature/Letters, Journalism, Radio Journalism, 4.00
City University of New York-Hunter College 1989 — 1993
Non-profit Arts Management, English, Theater, Music, 3.92
University of Arkansas 1984 — 1986
Music/Communications
Hot Springs High School 1980 — 1984
College Prepatory, Music, Drama, Speech, Music Theory, 3.49
Arkansas Governor's School for Gifted and Talented 1983 — 1983
Music/Drama
VGT March 2015 - Present
Freelance January 1984 - July 2015
VGT May 2013 - June 2015
Society of Technical Communicators 2006 - May 2015
Phi Theta Kappa May 2013 - 2015
ESPN Radio January 2013 - May 2013
Theater 1980 - 2013
Charles Schwab November 2012 - December 2012
Caesars Entertainment Corporation - HERO Companywide Committee March 2012 - August 2012
Caesars Entertainment Corporation - Take Our Daughters and Sons to Work Day Committee January 2012 - August 2012
Skills
Technical Writing, FrameMaker, Editing, Software Documentation, Adobe Acrobat, Manuals, Photoshop, Writing, Microsoft Office, Graphic Design, Illustrator, InDesign, Social Media, Public Speaking, Instructional Design, PowerPoint, Documentation, Hardware, CMS, Windows, Adobe Creative Suite, Strategic Planning, Art Direction, Technical Training, Drawing, Gaming, Courseware Development, Technical Drawing, Certified Scrum Master..., Agile Methodologies, Agile Application..., Scrum, Agile Project Management, Kanban, Lean Management, Creative Writing, Blogging
Education
Savannah College of Art and Design 2015 — 2017
Graphic Design
College of Southern Nevada 2009 — 2014
English Language and Literature/Letters, Journalism, Radio Journalism, 4.00
City University of New York-Hunter College 1989 — 1993
Non-profit Arts Management, English, Theater, Music, 3.92
University of Arkansas 1984 — 1986
Music/Communications
Hot Springs High School 1980 — 1984
College Prepatory, Music, Drama, Speech, Music Theory, 3.49
Arkansas Governor's School for Gifted and Talented 1983 — 1983
Music/Drama
Ninja Villalta's Charles Schwab Experience July 2000 - March 2004
Job Catering and Meeting & Events Management Coordinator at Palace Hotel, A Luxury Collection Property
Industry Executive Office
Experience
Palace Hotel, A Luxury Collection Property August 2014 - Present
Boulevard Restaurant February 2012 - September 2014
Meals On Wheels of San Francisco, Inc. February 2013 - April 2013
Le Colonial May 2011 - March 2012
Ninja's Events December 1998 - February 2012
Ploom November 2010 - November 2011
Franklin Templeton Group July 2004 - March 2009
Charles Schwab July 2000 - March 2004
Planned Parenthood Federation of America 1997 - 2000
Skills
Hospitality, Event Planning, Customer Service, High Level Of..., Executive Level..., Management, Analysis, Marketing, Human Resources, Microsoft Excel, Budgets, Sales, Time Management, Leadership, Event Management, Food, Hospitality Industry, Hospitality Management
Education
City College of San Francisco
Associate of Science (A.S.), Hotel Management
San Francisco State University, College of Extended Learning
Certificate of Completion, Meeting and Event Planning
City College of San Francisco
Associate of Science (A.S.), General Business
San Jose State University 1996 — 1997
Business
Palace Hotel, A Luxury Collection Property August 2014 - Present
Boulevard Restaurant February 2012 - September 2014
Meals On Wheels of San Francisco, Inc. February 2013 - April 2013
Le Colonial May 2011 - March 2012
Ninja's Events December 1998 - February 2012
Ploom November 2010 - November 2011
Franklin Templeton Group July 2004 - March 2009
Charles Schwab July 2000 - March 2004
Planned Parenthood Federation of America 1997 - 2000
Skills
Hospitality, Event Planning, Customer Service, High Level Of..., Executive Level..., Management, Analysis, Marketing, Human Resources, Microsoft Excel, Budgets, Sales, Time Management, Leadership, Event Management, Food, Hospitality Industry, Hospitality Management
Education
City College of San Francisco
Associate of Science (A.S.), Hotel Management
San Francisco State University, College of Extended Learning
Certificate of Completion, Meeting and Event Planning
City College of San Francisco
Associate of Science (A.S.), General Business
San Jose State University 1996 — 1997
Business
Tom Pantazis Tom Pantazis's Charles Schwab Experience 2001 - 2002
Job Pantazis & Associates, Inc.: OutSourced Project Management/Development Services for Commercial and Retail Companies
Industry Architecture & Planning
Experience
DSW 2005 - Present
Pantazis & Associates, Inc. July 2004 - Present
Microsoft 2011 - 2012
Guess? 2006 - 2009
Limited Brands 2005 - 2007
Gateway 2002 - 2004
Charles Schwab 2001 - 2002
Gap Inc. 1989 - 2001
Mervyns 1981 - 1988
Skills
Retail, Space-planning, Architecture, Interior Design, Construction Management, Retail Design, Project Management, Strategic Planning, Construction, Budgets, Design Research, Project Planning, Adobe Creative Suite, Contract Negotiation, Team Building, Design Management, Merchandising, Photoshop, Process Scheduler, Creative Direction, Space planning, Entrepreneurship, Facilities Management
Education
Anthony Real Estate Schools 2001 — 2001
Course Completion, Real Estate
University of California, Berkeley 1978 — 1980
BA, Environmental Design (Architecture)
City College of San Francisco 1975 — 1978
AA, Architecture
Lowell High School 1972 — 1975
Diploma, English
DSW 2005 - Present
Pantazis & Associates, Inc. July 2004 - Present
Microsoft 2011 - 2012
Guess? 2006 - 2009
Limited Brands 2005 - 2007
Gateway 2002 - 2004
Charles Schwab 2001 - 2002
Gap Inc. 1989 - 2001
Mervyns 1981 - 1988
Skills
Retail, Space-planning, Architecture, Interior Design, Construction Management, Retail Design, Project Management, Strategic Planning, Construction, Budgets, Design Research, Project Planning, Adobe Creative Suite, Contract Negotiation, Team Building, Design Management, Merchandising, Photoshop, Process Scheduler, Creative Direction, Space planning, Entrepreneurship, Facilities Management
Education
Anthony Real Estate Schools 2001 — 2001
Course Completion, Real Estate
University of California, Berkeley 1978 — 1980
BA, Environmental Design (Architecture)
City College of San Francisco 1975 — 1978
AA, Architecture
Lowell High School 1972 — 1975
Diploma, English
Scott Edwards Scott Edwards's Charles Schwab Experience 1999 - 2005
Job Manager, Strategic Intelligence at Sutter Health
Industry Hospital & Health Care
Experience
Sutter Health 2013 - Present
Kaiser Permanente 2007 - 2013
Charles Schwab 1999 - 2005
Skills
Campaign launch and..., Market Research, Competitive Intelligence, Strategic Planning, Sales Enablement, Segmentation, Market Intelligence, Social Media, Salesforce.com, Cross-functional Team..., Marketing Communications, Pricing Strategy, Customer Insight, Competitive Analysis, Integrated Marketing, Market Analysis, Lead Generation, Strategy, Business Strategy, Marketing Strategy, Marketing, Business Development, Leadership, Analysis, Marketing Management
Education
Chapman University
Masters Program, Education
Drexel University
BS, Finance and Accounting
Sutter Health 2013 - Present
Kaiser Permanente 2007 - 2013
Charles Schwab 1999 - 2005
Skills
Campaign launch and..., Market Research, Competitive Intelligence, Strategic Planning, Sales Enablement, Segmentation, Market Intelligence, Social Media, Salesforce.com, Cross-functional Team..., Marketing Communications, Pricing Strategy, Customer Insight, Competitive Analysis, Integrated Marketing, Market Analysis, Lead Generation, Strategy, Business Strategy, Marketing Strategy, Marketing, Business Development, Leadership, Analysis, Marketing Management
Education
Chapman University
Masters Program, Education
Drexel University
BS, Finance and Accounting
David C. Reynolds David C. Reynolds's Charles Schwab Experience December 1994 - September 2001
Job Hotel Front Desk Agent and ECommerce Entrepreneur
Industry Hospitality
Experience
N/A March 2004 - Present
Charles Schwab December 1994 - September 2001
Reynolds Securities Management March 1984 - 1990
Education
Kings Seminary and College 2000 — 2006
M. Div, Theology
University of San Francisco 1981 — 1983
Bachelors, Applied Economics
City College of San Francisco 1971 — 1972
A.A., Business Mngmt.
College of Marin 1969 — 1971
Bus. Admin
N/A March 2004 - Present
Charles Schwab December 1994 - September 2001
Reynolds Securities Management March 1984 - 1990
Education
Kings Seminary and College 2000 — 2006
M. Div, Theology
University of San Francisco 1981 — 1983
Bachelors, Applied Economics
City College of San Francisco 1971 — 1972
A.A., Business Mngmt.
College of Marin 1969 — 1971
Bus. Admin
Larry Osorio, PMP Larry Osorio, PMP's Charles Schwab Experience July 1999 - September 2008
Job Project Manager 4 at Wells Fargo Merchant Services
Industry Information Technology and Services
Experience
On Call Staffing Solutions, Inc. September 2014 - February 2015
Aerotek August 2013 - February 2014
Conde Group, Inc. April 2013 - July 2013
Experience Unlimited October 2012 - April 2013
Coventry Health Care March 2011 - August 2012
Charles Schwab July 1999 - September 2008
IBM Global Services January 1994 - July 1999
Skills
Change Management, MS Project, Documentation, Mainframe, RUP, Release Management, Software Project..., Resource Management, Software Documentation, Project Management, Program Management, SDLC, Integration, PMP, IT Management, Visio, Cross-functional Team..., Business Analysis, Management, Data Center, Analysis, Requirements Gathering, Project Planning, Leadership, SharePoint, Requirements Analysis, Strategy, Risk Management, Process Improvement, Vendor Management, PMO, Databases, Microsoft Project
Education
San Francisco State University
Bachelor's Degree
City College of San Francisco
Associate's Degree
Lowell High School, San Francisco
On Call Staffing Solutions, Inc. September 2014 - February 2015
Aerotek August 2013 - February 2014
Conde Group, Inc. April 2013 - July 2013
Experience Unlimited October 2012 - April 2013
Coventry Health Care March 2011 - August 2012
Charles Schwab July 1999 - September 2008
IBM Global Services January 1994 - July 1999
Skills
Change Management, MS Project, Documentation, Mainframe, RUP, Release Management, Software Project..., Resource Management, Software Documentation, Project Management, Program Management, SDLC, Integration, PMP, IT Management, Visio, Cross-functional Team..., Business Analysis, Management, Data Center, Analysis, Requirements Gathering, Project Planning, Leadership, SharePoint, Requirements Analysis, Strategy, Risk Management, Process Improvement, Vendor Management, PMO, Databases, Microsoft Project
Education
San Francisco State University
Bachelor's Degree
City College of San Francisco
Associate's Degree
Lowell High School, San Francisco
Keith Sessions Keith Sessions's Charles Schwab Experience June 1990 - August 2004
Job Sr Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2013 - Present
Academy of Model Aeronautics September 2013 - Present
Fifth Third Bank July 2011 - January 2013
U.S. Bank December 2007 - July 2011
The Wizetrade Group March 2006 - December 2007
Fifth Third Securities October 2004 - March 2006
Charles Schwab June 1990 - August 2004
Skills
Wealth Management, Series 7, Portfolio Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Banking, Retirement Planning, Asset Managment, Securities, Alternative Investments, Fixed Income, Hedge Funds
Education
Clemson University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Woodward Academy
U.S. Bank January 2013 - Present
Academy of Model Aeronautics September 2013 - Present
Fifth Third Bank July 2011 - January 2013
U.S. Bank December 2007 - July 2011
The Wizetrade Group March 2006 - December 2007
Fifth Third Securities October 2004 - March 2006
Charles Schwab June 1990 - August 2004
Skills
Wealth Management, Series 7, Portfolio Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Banking, Retirement Planning, Asset Managment, Securities, Alternative Investments, Fixed Income, Hedge Funds
Education
Clemson University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Woodward Academy
Jerry Avanzino Jerry Avanzino's Charles Schwab Experience November 1986 - October 2001
Job Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Self-employed Massage therapist November 2013 - Present
Spa Massage for You December 2012 - June 2013
Mary Lynn's Massage & Day Spa April 2011 - December 2012
Charles Schwab November 1986 - October 2001
Skills
Trigger Point Therapy, Deep Tissue Massage, Injury, Relaxation Therapy, Treatment, Wellness, Bodywork, Holistic Health
Education
Southwest Institute of Healing Arts 2009 — 2010
Massage Therapy
City College of San Francisco 1969 — 1972
AA, Criminology
Self-employed Massage therapist November 2013 - Present
Spa Massage for You December 2012 - June 2013
Mary Lynn's Massage & Day Spa April 2011 - December 2012
Charles Schwab November 1986 - October 2001
Skills
Trigger Point Therapy, Deep Tissue Massage, Injury, Relaxation Therapy, Treatment, Wellness, Bodywork, Holistic Health
Education
Southwest Institute of Healing Arts 2009 — 2010
Massage Therapy
City College of San Francisco 1969 — 1972
AA, Criminology
Zachary Wilcox Zachary Wilcox's Charles Schwab Experience June 2015 - Present
Job Software Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab June 2015 - Present
Charles Schwab June 2015 - Present
Skills
Java, C++, Object Oriented Design, MySQL, Python, C, Software Testing, Sales, Eclipse, Linux, Microsoft Office, Web Design, PowerPoint, Customer Service, Merchandising, Microsoft Word, Social Media, Management, Retail, Leadership, Marketing, Time Management, Node.js
Education
Central Washington University 2013 — 2016
Bachelor's Degree, Computer Science, 3.5
Charles Schwab June 2015 - Present
Charles Schwab June 2015 - Present
Skills
Java, C++, Object Oriented Design, MySQL, Python, C, Software Testing, Sales, Eclipse, Linux, Microsoft Office, Web Design, PowerPoint, Customer Service, Merchandising, Microsoft Word, Social Media, Management, Retail, Leadership, Marketing, Time Management, Node.js
Education
Central Washington University 2013 — 2016
Bachelor's Degree, Computer Science, 3.5
Gabrielle Goodwin Gabrielle Goodwin's Charles Schwab Experience 2000 - 2001
Job Lecturer in Law, Maurer School of Law
Industry Higher Education
Experience
Indiana University July 2010 - Present
UC Berkeley 1998 - Present
EEOC January 2009 - May 2009
Chicago Kent College of Law January 2008 - May 2008
Indiana University Bloomington August 2004 - July 2007
South East European University 2001 - 2003
Charles Schwab 2000 - 2001
Skills
Legal Research, Legal Writing, Higher Education, Research, Teaching, Westlaw, International Law, Editing, Public Speaking, Intellectual Property
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2010
J.D., Law
Indiana University Bloomington 2004 — 2007
Ph.D. coursework, Applied Linguistics
University of Arizona 2003 — 2004
Ph.D. coursework, Second Language Acquisition and Teaching
University of Utah 1994 — 1996
M.A., Linguistics
Indiana University July 2010 - Present
UC Berkeley 1998 - Present
EEOC January 2009 - May 2009
Chicago Kent College of Law January 2008 - May 2008
Indiana University Bloomington August 2004 - July 2007
South East European University 2001 - 2003
Charles Schwab 2000 - 2001
Skills
Legal Research, Legal Writing, Higher Education, Research, Teaching, Westlaw, International Law, Editing, Public Speaking, Intellectual Property
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2010
J.D., Law
Indiana University Bloomington 2004 — 2007
Ph.D. coursework, Applied Linguistics
University of Arizona 2003 — 2004
Ph.D. coursework, Second Language Acquisition and Teaching
University of Utah 1994 — 1996
M.A., Linguistics
Alissa Sagud Alissa Sagud's Charles Schwab Experience April 2010 - December 2011
Job Event | Marketing | PR Professional
Industry Events Services
Experience
The Irvine Company September 2012 - Present
St. John Knits June 2012 - September 2012
Charles Schwab April 2010 - December 2011
St. John Knits April 2008 - April 2010
St. John Knits February 2007 - April 2008
Neiman Marcus August 2005 - February 2007
Skills
Fashion, Event Planning, Retail, Public Relations, Event Management, Marketing, Marketing Strategy
Education
Chapman University 2001 — 2005
BA - Magna Cum Laude, Public Relations / Advertising
The Irvine Company September 2012 - Present
St. John Knits June 2012 - September 2012
Charles Schwab April 2010 - December 2011
St. John Knits April 2008 - April 2010
St. John Knits February 2007 - April 2008
Neiman Marcus August 2005 - February 2007
Skills
Fashion, Event Planning, Retail, Public Relations, Event Management, Marketing, Marketing Strategy
Education
Chapman University 2001 — 2005
BA - Magna Cum Laude, Public Relations / Advertising
Deborah McCall's Charles Schwab Experience February 1992 - August 2000
Job Independent Business Owner
Industry Executive Office
Experience
Vollara August 2009 - Present
Thomson Reuters October 2007 - January 2009
U.S. Trust April 2005 - March 2007
Century 21 Milestone March 2001 - May 2003
Charles Schwab February 1992 - August 2000
Skills
Microsoft Office, Bloomberg, Outlook, SharePoint, PowerPoint, Excel, Accounts Payable, Interviewing, Event Planning, Meeting Coordination
Education
City College of San Francisco 1980 — 1985
Business Administration
Vollara August 2009 - Present
Thomson Reuters October 2007 - January 2009
U.S. Trust April 2005 - March 2007
Century 21 Milestone March 2001 - May 2003
Charles Schwab February 1992 - August 2000
Skills
Microsoft Office, Bloomberg, Outlook, SharePoint, PowerPoint, Excel, Accounts Payable, Interviewing, Event Planning, Meeting Coordination
Education
City College of San Francisco 1980 — 1985
Business Administration
Craig Morgan Craig Morgan's Charles Schwab Experience July 2014 - Present
Job Managing Director, Corporate Vendor Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Amazon September 2012 - July 2014
Amazon March 2011 - September 2012
First Data Corporation September 2009 - August 2010
First Data Corporation October 2007 - September 2009
First Data Corporation November 2005 - October 2007
Ciber September 2002 - November 2005
KPMG LLP August 1998 - August 2002
Denver Tech Labs/Enspherics June 1995 - July 1998
Loral Space and Range Systems February 1995 - February 1996
Skills
IT Audit, Compliance, PCI DSS, Security, Security Audits, GLBA, Physical Security, SOX, Enterprise Risk..., Risk Assessment, Governance, Audit, Risk Management, Internal Controls, Auditing, Sarbanes-Oxley Act, Disaster Recovery, Vulnerability Assessment, Computer Security, CISSP, Program Management, Corporate Governance, Information Security, SAS70, Financial Services, HIPAA, COBIT, Information Technology, Internal Audit
Education
Chapman University 1988 — 1991
B.S., Computer Science
Texas State Technical College Waco
Charles Schwab July 2014 - Present
Amazon September 2012 - July 2014
Amazon March 2011 - September 2012
First Data Corporation September 2009 - August 2010
First Data Corporation October 2007 - September 2009
First Data Corporation November 2005 - October 2007
Ciber September 2002 - November 2005
KPMG LLP August 1998 - August 2002
Denver Tech Labs/Enspherics June 1995 - July 1998
Loral Space and Range Systems February 1995 - February 1996
Skills
IT Audit, Compliance, PCI DSS, Security, Security Audits, GLBA, Physical Security, SOX, Enterprise Risk..., Risk Assessment, Governance, Audit, Risk Management, Internal Controls, Auditing, Sarbanes-Oxley Act, Disaster Recovery, Vulnerability Assessment, Computer Security, CISSP, Program Management, Corporate Governance, Information Security, SAS70, Financial Services, HIPAA, COBIT, Information Technology, Internal Audit
Education
Chapman University 1988 — 1991
B.S., Computer Science
Texas State Technical College Waco
Chris DeLeon Chris DeLeon's Charles Schwab Experience 2000 - 2004
Job Head Trash at Trash Zine
Industry Fine Art
Experience
Trash Zine August 2010 - Present
Chris Micro 2000 - Present
Oracle Corporation 2005 - 2008
Charles Schwab 2000 - 2004
Education
City College of San Francisco 1990 — 1993
Trash Zine August 2010 - Present
Chris Micro 2000 - Present
Oracle Corporation 2005 - 2008
Charles Schwab 2000 - 2004
Education
City College of San Francisco 1990 — 1993
Eveline Campus (Zee)'s Charles Schwab Experience 1997 - 2000
Job Marketing and Business Consultant
Industry Marketing and Advertising
Experience
Business Consulting January 2013 - Present
Winward International July 2012 - January 2013
Slalom Consulting November 2011 - July 2012
Microsoft Corporation February 2011 - October 2011
Microsoft Corporation August 2006 - January 2011
Sun Microsystems February 2001 - July 2004
InCube Labs 2000 - 2001
Charles Schwab 1997 - 2000
Skills
Marketing Strategy, Digital Marketing, Strategic Planning, Social Media Marketing, Marketing, Business Development, Social Media, Brand Management, E-commerce, Business Strategy, Program Management, Product Marketing, Team Leadership, Direct Marketing, Competitive Analysis, New Business Development, Brand Strengthening, Lead Generation, Strategic Partnerships, Demand Generation, Strategy, CRM, B2B
Education
Claremont McKenna College 1993 — 1997
BA, Economics
St. John's School 1989 — 1993
General Ed, General Education
Business Consulting January 2013 - Present
Winward International July 2012 - January 2013
Slalom Consulting November 2011 - July 2012
Microsoft Corporation February 2011 - October 2011
Microsoft Corporation August 2006 - January 2011
Sun Microsystems February 2001 - July 2004
InCube Labs 2000 - 2001
Charles Schwab 1997 - 2000
Skills
Marketing Strategy, Digital Marketing, Strategic Planning, Social Media Marketing, Marketing, Business Development, Social Media, Brand Management, E-commerce, Business Strategy, Program Management, Product Marketing, Team Leadership, Direct Marketing, Competitive Analysis, New Business Development, Brand Strengthening, Lead Generation, Strategic Partnerships, Demand Generation, Strategy, CRM, B2B
Education
Claremont McKenna College 1993 — 1997
BA, Economics
St. John's School 1989 — 1993
General Ed, General Education
Crystal Elkin's Charles Schwab Experience 2004 - 2007
Job Contract Processor
Industry Real Estate
Experience
Starwood Vacation Ownership 2013 - 2013
Diamond Resorts International December 2012 - 2013
Innovations Tre Galla Inc. February 2010 - July 2011
LGM/AHM 2007 - 2010
Charles Schwab 2004 - 2007
Skills
Loan Servicing, Administrative..., Data Entry, Microsoft Office, Finance, Accounting, Presentations, Customer Service, Online Social Networking, 10 Key, Office Administration, Organization &..., Marketing, Mortgage Lending, Credit, Banking, Investment Properties, Documentation, Loans, Investments, Financial Services, Relationship Management, Marketing Strategy
Education
Chandler/Gilbert Community College 2008 — 2012
Associate's degree, Business and Psychology, 3.78 GPA
Arizona School of Real Estate and Business 2007 — 2007
Loan Origination and Processing, 4.0 Average
Starwood Vacation Ownership 2013 - 2013
Diamond Resorts International December 2012 - 2013
Innovations Tre Galla Inc. February 2010 - July 2011
LGM/AHM 2007 - 2010
Charles Schwab 2004 - 2007
Skills
Loan Servicing, Administrative..., Data Entry, Microsoft Office, Finance, Accounting, Presentations, Customer Service, Online Social Networking, 10 Key, Office Administration, Organization &..., Marketing, Mortgage Lending, Credit, Banking, Investment Properties, Documentation, Loans, Investments, Financial Services, Relationship Management, Marketing Strategy
Education
Chandler/Gilbert Community College 2008 — 2012
Associate's degree, Business and Psychology, 3.78 GPA
Arizona School of Real Estate and Business 2007 — 2007
Loan Origination and Processing, 4.0 Average
Ron Dukes Ron Dukes's Charles Schwab Experience May 2003 - April 2004
Job Technical Consultant
Industry Information Technology and Services
Experience
Self-employed February 2007 - Present
Klipsch Group, Inc. December 2005 - February 2006
Butler University June 2004 - November 2005
Charles Schwab May 2003 - April 2004
RCI May 1988 - April 1997
Skills
HP, Storage Area Networks, Linux, Virtualization, Storage, VMware, Data Center, Disaster Recovery, SAN, VMware ESX, DHCP, Cluster, HP-UX, Hardware, Servers
Education
Ivy Tech Community College 2015 — 2017
Computer and Information Sciences and Support Services, 3.75
Ivy Tech Community College 1991 — 1993
Indiana University-Purdue University at Indianapolis 1988 — 1990
Central State University 1979 — 1981
Self-employed February 2007 - Present
Klipsch Group, Inc. December 2005 - February 2006
Butler University June 2004 - November 2005
Charles Schwab May 2003 - April 2004
RCI May 1988 - April 1997
Skills
HP, Storage Area Networks, Linux, Virtualization, Storage, VMware, Data Center, Disaster Recovery, SAN, VMware ESX, DHCP, Cluster, HP-UX, Hardware, Servers
Education
Ivy Tech Community College 2015 — 2017
Computer and Information Sciences and Support Services, 3.75
Ivy Tech Community College 1991 — 1993
Indiana University-Purdue University at Indianapolis 1988 — 1990
Central State University 1979 — 1981
Jacob Arnold OSCP, OSWP, 1DCPT, eJPT Jacob Arnold OSCP, OSWP, 1DCPT, eJPT's Charles Schwab Experience June 2015 - Present
Job Operational Readiness & Assessment Anaylst for Charles Schwab.
Industry Information Technology and Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab contract through TEKsystems July 2014 - June 2015
OneNeck IT Solutions September 2013 - July 2014
OneNeck IT Solutions April 2013 - July 2014
OneNeck IT Services April 2011 - April 2013
2Wire June 2010 - April 2011
2Wire February 2010 - June 2010
Boys & Girls Clubs of the East Valley September 2004 - February 2010
Skills
Ubuntu, Networking, Wireless, Security, RedHat, Fedora, Slackware, VPN, DNS, Active Directory, VMware, Computer Hardware, DHCP, Troubleshooting, Windows Server, Software Installation, Disaster Recovery, Network Administration, Windows 7, Metasploit, Network Security, Virtualization, Firewalls, Operating Systems, Cisco Technologies, Citrix, Data Center, Nagios, Wireless Networking, Windows XP, Linux, Apache, Servers, Windows, Unix, Switches, Microsoft Exchange, Routers, Technical Support, System Administration, TCP/IP, Remote Desktop, Computer Security, Shell Scripting
Education
Chandler/Gilbert Community College 2003 — 2005
AAS, Cisco Network Administration
Charles Schwab June 2015 - Present
Charles Schwab contract through TEKsystems July 2014 - June 2015
OneNeck IT Solutions September 2013 - July 2014
OneNeck IT Solutions April 2013 - July 2014
OneNeck IT Services April 2011 - April 2013
2Wire June 2010 - April 2011
2Wire February 2010 - June 2010
Boys & Girls Clubs of the East Valley September 2004 - February 2010
Skills
Ubuntu, Networking, Wireless, Security, RedHat, Fedora, Slackware, VPN, DNS, Active Directory, VMware, Computer Hardware, DHCP, Troubleshooting, Windows Server, Software Installation, Disaster Recovery, Network Administration, Windows 7, Metasploit, Network Security, Virtualization, Firewalls, Operating Systems, Cisco Technologies, Citrix, Data Center, Nagios, Wireless Networking, Windows XP, Linux, Apache, Servers, Windows, Unix, Switches, Microsoft Exchange, Routers, Technical Support, System Administration, TCP/IP, Remote Desktop, Computer Security, Shell Scripting
Education
Chandler/Gilbert Community College 2003 — 2005
AAS, Cisco Network Administration
angelica cabrales angelica cabrales's Charles Schwab Experience 2009 - 2012
Job Owner Living To The Greenest LLC
Industry Consumer Services
Experience
Living To The Greenest LLC January 2013 - Present
Charles Schwab 2009 - 2012
Charles Schwab 2006 - 2009
Charles Schwab 2004 - 2006
Skills
Management, Customer Service, Microsoft Office, Social Media Marketing, Microsoft Excel, Social Networking, Leadership
Education
University of Central Florida 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Environmental Studies
Central Piedmont Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration Specialization in International Business and Business Management
Living To The Greenest LLC January 2013 - Present
Charles Schwab 2009 - 2012
Charles Schwab 2006 - 2009
Charles Schwab 2004 - 2006
Skills
Management, Customer Service, Microsoft Office, Social Media Marketing, Microsoft Excel, Social Networking, Leadership
Education
University of Central Florida 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Environmental Studies
Central Piedmont Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration Specialization in International Business and Business Management
Barbara Koeth's Charles Schwab Experience May 2007 - December 2014
Job CoActive Life Transition Coach and Thought Partner at Barbara Koeth Life Transition Coaching
Industry Individual & Family Services
Experience
Barbara Koeth Life Transition Coaching January 2015 - Present
Charles Schwab May 2007 - December 2014
the WriteSource May 1991 - December 2014
Skills
Life Coaching, Therapeutic Listening, Personal Development, Personal Growth, Leadership Development, Personal Responsibility, Reasoning Skills, Commitment towards work, Mindfulness, Communication Training, Outdoor Adventures, Press Releases, Copywriting, Newsletters, Project Management
Education
Coaches Training Institute 2013 — 2015
City University of New York-College of Staten Island
BA, Cultural Anthropology, English
Barbara Koeth Life Transition Coaching January 2015 - Present
Charles Schwab May 2007 - December 2014
the WriteSource May 1991 - December 2014
Skills
Life Coaching, Therapeutic Listening, Personal Development, Personal Growth, Leadership Development, Personal Responsibility, Reasoning Skills, Commitment towards work, Mindfulness, Communication Training, Outdoor Adventures, Press Releases, Copywriting, Newsletters, Project Management
Education
Coaches Training Institute 2013 — 2015
City University of New York-College of Staten Island
BA, Cultural Anthropology, English
William Fay William Fay's Charles Schwab Experience June 2015 - Present
Job Schwab Intern, Teaching Assistant and Student
Industry Computer Software
Experience
Charles Schwab June 2015 - Present
Central Washington University 2013 - Present
The Peak Organization April 2010 - September 2011
Skills
Java, C++, Linux, C, Software Development, Android SDK, Problem Solving, C#, Microsoft Excel, Financial Reporting, Tax, Financial Analysis, Income Tax, Tax Preparation, Management, Microsoft Office, Access, Financial Accounting, Analysis, Auditing, Sarbanes-Oxley Act, JGrasp, US GAAP, GAAP, Mathematics, NetBeans, Eclipse, Debugging Code
Education
Central Washington University 2013 — 2016
Bachelor of Science (BS), Computer Science/Accounting Double Major, Math Minor, Junior/Senior
Charles Schwab June 2015 - Present
Central Washington University 2013 - Present
The Peak Organization April 2010 - September 2011
Skills
Java, C++, Linux, C, Software Development, Android SDK, Problem Solving, C#, Microsoft Excel, Financial Reporting, Tax, Financial Analysis, Income Tax, Tax Preparation, Management, Microsoft Office, Access, Financial Accounting, Analysis, Auditing, Sarbanes-Oxley Act, JGrasp, US GAAP, GAAP, Mathematics, NetBeans, Eclipse, Debugging Code
Education
Central Washington University 2013 — 2016
Bachelor of Science (BS), Computer Science/Accounting Double Major, Math Minor, Junior/Senior
Blake Rogers Blake Rogers's Charles Schwab Experience May 2000 - January 2001
Job Sr. Software Engineer Full Stack | Consultant | Entrepreneur | Java | Android | Mobile Web | Voice
Industry Information Technology and Services
Experience
Bidhacker January 2015 - Present
Independent Consulting February 2001 - Present
Boxit.biz April 2014 - September 2014
eClincher September 2013 - October 2013
Horoppa December 2012 - January 2013
Loot Drop Inc March 2012 - April 2012
Eveo November 2009 - May 2010
Charles Schwab May 2000 - January 2001
roundpeg, Inc. January 2000 - March 2000
Capstan Trading Systems August 1999 - November 1999
Skills
Java, Web Applications, Android, Nuance, PHP, MySQL, JavaScript, XML, Agile Methodologies, Web Services, JSON, REST, Java Enterprise Edition, Software Prototyping, Software Architecture, Subversion, Design Patterns, Early-stage Startups, Technical Leadership, Voice & Data Convergence, Social Commerce, SaaS, Artificial Intelligence, Avatars, Chat Bots, Complex Systems, Data Mining, Financial Analysis, Facebook API, LinkedIn API, Twitter API, Paypal Integration, jQuery Mobile, Bootstrap, Sailing, Art, Music
Education
Continuing Education
World College West 1988 — 1992
Bachelor of Arts (B.A.), International Management & Business
Tribhuvan Vishwavidalaya 1989 — 1990
Nepali Language and Culture
City College of San Francisco 2003 — 2005
Astronomy, welding, theater, sculpture, dance, yoga
Bidhacker January 2015 - Present
Independent Consulting February 2001 - Present
Boxit.biz April 2014 - September 2014
eClincher September 2013 - October 2013
Horoppa December 2012 - January 2013
Loot Drop Inc March 2012 - April 2012
Eveo November 2009 - May 2010
Charles Schwab May 2000 - January 2001
roundpeg, Inc. January 2000 - March 2000
Capstan Trading Systems August 1999 - November 1999
Skills
Java, Web Applications, Android, Nuance, PHP, MySQL, JavaScript, XML, Agile Methodologies, Web Services, JSON, REST, Java Enterprise Edition, Software Prototyping, Software Architecture, Subversion, Design Patterns, Early-stage Startups, Technical Leadership, Voice & Data Convergence, Social Commerce, SaaS, Artificial Intelligence, Avatars, Chat Bots, Complex Systems, Data Mining, Financial Analysis, Facebook API, LinkedIn API, Twitter API, Paypal Integration, jQuery Mobile, Bootstrap, Sailing, Art, Music
Education
Continuing Education
World College West 1988 — 1992
Bachelor of Arts (B.A.), International Management & Business
Tribhuvan Vishwavidalaya 1989 — 1990
Nepali Language and Culture
City College of San Francisco 2003 — 2005
Astronomy, welding, theater, sculpture, dance, yoga
Andrew Faggella's Charles Schwab Experience May 2014 - August 2014
Job Financial Services Industry
Industry Financial Services
Experience
Charles Schwab May 2014 - August 2014
Hogan Lovells March 2014 - May 2014
Skills
Public Speaking, Microsoft Office, Event Planning, Social Media, Social Networking, Leadership, Team Leadership, Teamwork, Community Outreach, Business Writing, Legal Assistance, Communication, Shaking Hands, PowerPoint, Microsoft Excel, Financial Statement..., Discounted Cash Flow..., Financial Modeling, Financial Accounting, Finance
Education
City University of Hong Kong 2014 — 2014
Exchange Student, Political Science and Government, Mandarin, Asian Cinema
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Regis Jesuit High School 2007 — 2011
Charles Schwab May 2014 - August 2014
Hogan Lovells March 2014 - May 2014
Skills
Public Speaking, Microsoft Office, Event Planning, Social Media, Social Networking, Leadership, Team Leadership, Teamwork, Community Outreach, Business Writing, Legal Assistance, Communication, Shaking Hands, PowerPoint, Microsoft Excel, Financial Statement..., Discounted Cash Flow..., Financial Modeling, Financial Accounting, Finance
Education
City University of Hong Kong 2014 — 2014
Exchange Student, Political Science and Government, Mandarin, Asian Cinema
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Regis Jesuit High School 2007 — 2011
Gregory Polley's Charles Schwab Experience May 2000 - May 2005
Job President at Frase Protection, Inc.
Industry Security and Investigations
Experience
Frase Protection, Inc. January 2013 - Present
Frase Protection, Inc. December 2011 - January 2013
Frase Protection, Inc. May 2009 - January 2012
United States Senate May 2005 - May 2009
Charles Schwab May 2000 - May 2005
Skills
Sales, Strategic Communications, Leadership, Strategic Planning, Fundraising, Public Speaking, Public Relations, Management, Executive Management, Team Building, Program Management, Strategy, Security, Project Management, Politics, Negotiation, Political Consulting, Policy Analysis, Government, Legislation, Risk Management, Security Management, Legislative Relations, Public Policy, Grassroots Organizing, Federal Government, Corporate Security, Physical Security, Analysis, Team Leadership, Research, Surveillance, Access Control, Crisis Management, Homeland Security, Policy, Political Campaigns, Nonprofits, Customer Service, Marketing Strategy, Community Outreach, Marketing, Contract Negotiation, Business Development, New Business Development, Event Planning, Microsoft Office, Social Media
Education
Christian Brothers University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Christendom College 1997 — 2000
Bachelor’s Degree, History
Frase Protection, Inc. January 2013 - Present
Frase Protection, Inc. December 2011 - January 2013
Frase Protection, Inc. May 2009 - January 2012
United States Senate May 2005 - May 2009
Charles Schwab May 2000 - May 2005
Skills
Sales, Strategic Communications, Leadership, Strategic Planning, Fundraising, Public Speaking, Public Relations, Management, Executive Management, Team Building, Program Management, Strategy, Security, Project Management, Politics, Negotiation, Political Consulting, Policy Analysis, Government, Legislation, Risk Management, Security Management, Legislative Relations, Public Policy, Grassroots Organizing, Federal Government, Corporate Security, Physical Security, Analysis, Team Leadership, Research, Surveillance, Access Control, Crisis Management, Homeland Security, Policy, Political Campaigns, Nonprofits, Customer Service, Marketing Strategy, Community Outreach, Marketing, Contract Negotiation, Business Development, New Business Development, Event Planning, Microsoft Office, Social Media
Education
Christian Brothers University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Christendom College 1997 — 2000
Bachelor’s Degree, History
Teri Ferrell Teri Ferrell's Charles Schwab Experience April 1996 - January 2000
Job Instructor at City College of San Francisco
Industry Education Management
Experience
City College of San Francisco June 2013 - Present
City College of San Francisco February 2011 - January 2015
City College of San Francisco January 2012 - December 2014
City College of San Francisco January 2009 - December 2012
Loud Technologies March 2005 - November 2008
Cutting Edge Audio & Video Group 2004 - 2005
PCM Marketing August 2002 - October 2004
Charles Schwab April 1996 - January 2000
Skills
Marketing, Social Media, Event Planning, Public Speaking, Project Management, Social Networking, Strategic Planning, Microsoft Office, Community Outreach, Editing, Training, Leadership, Leadership Development, Nonprofits, Fundraising, Program Development, Organizational..., Program Management, Team Building, Event Management, Sales, Budgets, Staff Development, Coaching, Research, Management, Project Planning, Teaching, Team Leadership, Higher Education, Public Relations, Policy, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Social Media Marketing, Recruiting, Marketing Communications, Adult Education, Instructional Design, Blogging, Curriculum Design, Music
Education
University of California, Berkeley 1998 — 2001
B.A., Philosophy and Rhetoric
City College of San Francisco
Associate of Arts (A.A.), General Studies
City College of San Francisco June 2013 - Present
City College of San Francisco February 2011 - January 2015
City College of San Francisco January 2012 - December 2014
City College of San Francisco January 2009 - December 2012
Loud Technologies March 2005 - November 2008
Cutting Edge Audio & Video Group 2004 - 2005
PCM Marketing August 2002 - October 2004
Charles Schwab April 1996 - January 2000
Skills
Marketing, Social Media, Event Planning, Public Speaking, Project Management, Social Networking, Strategic Planning, Microsoft Office, Community Outreach, Editing, Training, Leadership, Leadership Development, Nonprofits, Fundraising, Program Development, Organizational..., Program Management, Team Building, Event Management, Sales, Budgets, Staff Development, Coaching, Research, Management, Project Planning, Teaching, Team Leadership, Higher Education, Public Relations, Policy, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Social Media Marketing, Recruiting, Marketing Communications, Adult Education, Instructional Design, Blogging, Curriculum Design, Music
Education
University of California, Berkeley 1998 — 2001
B.A., Philosophy and Rhetoric
City College of San Francisco
Associate of Arts (A.A.), General Studies
Neil Kjeldsen's Charles Schwab Experience 2003 - 2005
Job Managing Partner at Helix Consulting Partners
Industry Internet
Experience
Helix Consulting Partners 2015 - Present
Senior Care Trainers/Mariposa Training 2011 - Present
Branding Brand 2010 - Present
OMN, Inc. 2007 - 2014
iPost 2010 - 2011
TSG Consumer - Perricone MD 2008 - 2010
LVMH - Benefit Cosmetics 2005 - 2007
Charles Schwab 2003 - 2005
Charles Schwab 2001 - 2003
PledgePage 2000 - 2001
Skills
E-commerce, Direct Marketing, Online Advertising, SEM, Online Marketing, Email Marketing, SEO, Affiliate Marketing, Social Media, Marketing Strategy, Social Media Marketing, Strategic Planning, Product Development, Digital Marketing, Start-ups, Web Analytics, Product Management, Leadership, Product Marketing, Business Development, Entrepreneurship, Strategy, Digital Media, SaaS, Analytics, Advertising, Marketing, Start-up, Analytique
Education
Claremont McKenna College 1988 — 1992
BA, Economics
Helix Consulting Partners 2015 - Present
Senior Care Trainers/Mariposa Training 2011 - Present
Branding Brand 2010 - Present
OMN, Inc. 2007 - 2014
iPost 2010 - 2011
TSG Consumer - Perricone MD 2008 - 2010
LVMH - Benefit Cosmetics 2005 - 2007
Charles Schwab 2003 - 2005
Charles Schwab 2001 - 2003
PledgePage 2000 - 2001
Skills
E-commerce, Direct Marketing, Online Advertising, SEM, Online Marketing, Email Marketing, SEO, Affiliate Marketing, Social Media, Marketing Strategy, Social Media Marketing, Strategic Planning, Product Development, Digital Marketing, Start-ups, Web Analytics, Product Management, Leadership, Product Marketing, Business Development, Entrepreneurship, Strategy, Digital Media, SaaS, Analytics, Advertising, Marketing, Start-up, Analytique
Education
Claremont McKenna College 1988 — 1992
BA, Economics
Emily Danchak's Charles Schwab Experience October 2011 - Present
Job Risk analyst
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
I'ON Club May 2011 - October 2011
Charleston Southern University 2011 - May 2011
Skills
Customer Service, Teamwork, Public Speaking, Promotions, Blogging, Sales Operations, Social Media Marketing, Sports, Microsoft Word, Management, Social Networking, Event Planning, Leadership, Marketing
Education
Charleston Southern University 2007 — 2011
Bachelor of Arts (BA), Communications
Charles Schwab October 2011 - Present
I'ON Club May 2011 - October 2011
Charleston Southern University 2011 - May 2011
Skills
Customer Service, Teamwork, Public Speaking, Promotions, Blogging, Sales Operations, Social Media Marketing, Sports, Microsoft Word, Management, Social Networking, Event Planning, Leadership, Marketing
Education
Charleston Southern University 2007 — 2011
Bachelor of Arts (BA), Communications
Richard Geng Richard Geng's Charles Schwab Experience 1996 - 2000
Job Materials Administrator II at NVIDIA
Industry Computer Software
Experience
NVIDIA October 2001 - Present
Delta Dental Insurance Company 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Windows, Database Administration, Oracle Enterprise..., System Administration, Oracle, Visio, Performance Tuning, Troubleshooting, Vendor Management, Project Management, Cross-functional Team...
Education
San Francisco State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
City College of San Francisco
Associate of Science (A.S.), Merchandising and Buying Operations
NVIDIA October 2001 - Present
Delta Dental Insurance Company 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Windows, Database Administration, Oracle Enterprise..., System Administration, Oracle, Visio, Performance Tuning, Troubleshooting, Vendor Management, Project Management, Cross-functional Team...
Education
San Francisco State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
City College of San Francisco
Associate of Science (A.S.), Merchandising and Buying Operations
Carmine Lombano Carmine Lombano's Charles Schwab Experience September 2002 - Present
Job Vice President, Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2002 - Present
Charles Schwab August 2000 - September 2002
Education
City University of New York-Brooklyn College
Bachelor's Degree, Business, Management, Finance
Charles Schwab September 2002 - Present
Charles Schwab August 2000 - September 2002
Education
City University of New York-Brooklyn College
Bachelor's Degree, Business, Management, Finance
Evan Kearns, MBA's Charles Schwab Experience July 2015 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Fidelity Investments May 2012 - Present
Clark University May 2011 - May 2012
A.T. Cross Company June 2011 - August 2011
Skills
Analysis, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Series 7, Management, Marketing, Research, Leadership, Data Analysis, Social Media
Education
Clark University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Marketing, 3.6
Clark University 2007 — 2012
Bachelor of Arts (B.A.), Management, 3.5
Charles Schwab July 2015 - Present
Fidelity Investments May 2012 - Present
Clark University May 2011 - May 2012
A.T. Cross Company June 2011 - August 2011
Skills
Analysis, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Series 7, Management, Marketing, Research, Leadership, Data Analysis, Social Media
Education
Clark University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Marketing, 3.6
Clark University 2007 — 2012
Bachelor of Arts (B.A.), Management, 3.5
Eric Soderlund Eric Soderlund's Charles Schwab Experience January 1998 - June 1998
Job VP, Project Manager at Bank of America
Industry Banking
Experience
Bank of America February 2012 - Present
Bank of America November 2010 - November 2011
Bank of America May 2007 - October 2010
Bank of America May 2002 - April 2007
Bank of America April 2003 - May 2004
Bank of America May 2002 - March 2003
NextCard May 2000 - December 2001
NextCard June 1999 - April 2000
NextCard December 1998 - May 1999
Charles Schwab January 1998 - June 1998
Skills
Project Management, Change Management, Technical Writing, Process Improvement, Technical Communication, Management, Technical Support, Documentation Manager, Root Cause Analysis, Enterprise Software, Cross-functional Team...
Education
UC Berkeley 1998 — 2000
Technical Communications
City College of San Francisco 1983 — 1985
Computer and Information Sciences, General
Bank of America February 2012 - Present
Bank of America November 2010 - November 2011
Bank of America May 2007 - October 2010
Bank of America May 2002 - April 2007
Bank of America April 2003 - May 2004
Bank of America May 2002 - March 2003
NextCard May 2000 - December 2001
NextCard June 1999 - April 2000
NextCard December 1998 - May 1999
Charles Schwab January 1998 - June 1998
Skills
Project Management, Change Management, Technical Writing, Process Improvement, Technical Communication, Management, Technical Support, Documentation Manager, Root Cause Analysis, Enterprise Software, Cross-functional Team...
Education
UC Berkeley 1998 — 2000
Technical Communications
City College of San Francisco 1983 — 1985
Computer and Information Sciences, General
Laura Carnero Laura Carnero's Charles Schwab Experience January 2013 - November 2013
Job Former Sr. Manager at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab January 2013 - November 2013
Charles Schwab January 2010 - December 2012
Charles Schwab March 1996 - December 2009
Skills
AML, Litigation Support, Due Diligence, Internal Investigations, Securities
Education
City College of San Francisco 2003 — 2012
Paralegal Studies
Charles Schwab January 2013 - November 2013
Charles Schwab January 2010 - December 2012
Charles Schwab March 1996 - December 2009
Skills
AML, Litigation Support, Due Diligence, Internal Investigations, Securities
Education
City College of San Francisco 2003 — 2012
Paralegal Studies
Sean McQueen, MBA Sean McQueen, MBA's Charles Schwab Experience January 2015 - August 2015
Job Senior Financial Analyst
Industry Financial Services
Experience
Vantiv August 2015 - Present
Charles Schwab January 2015 - August 2015
The E.W. Scripps Company November 2012 - January 2015
The E.W. Scripps Company January 2011 - November 2012
Skills
Marketing, Microsoft Excel, Sales, Advertising, Salesforce.com, Budgets, Analysis, Social Media, Social Media Marketing, Management, Marketing Strategy, Forecasting, Market Research, Sales Management, Direct Marketing, Public Relations, CRM, Access, Data Analysis, Sales Operations, Time Management, SQL, Finance, Business Objects
Education
Christian Brothers University 2010 — 2012
MBA, Marketing, 3.9
Hendrix College 2006 — 2010
Bachelor of Arts, Business and Economics
Vantiv August 2015 - Present
Charles Schwab January 2015 - August 2015
The E.W. Scripps Company November 2012 - January 2015
The E.W. Scripps Company January 2011 - November 2012
Skills
Marketing, Microsoft Excel, Sales, Advertising, Salesforce.com, Budgets, Analysis, Social Media, Social Media Marketing, Management, Marketing Strategy, Forecasting, Market Research, Sales Management, Direct Marketing, Public Relations, CRM, Access, Data Analysis, Sales Operations, Time Management, SQL, Finance, Business Objects
Education
Christian Brothers University 2010 — 2012
MBA, Marketing, 3.9
Hendrix College 2006 — 2010
Bachelor of Arts, Business and Economics
Ian Godsey Ian Godsey's Charles Schwab Experience April 2014 - Present
Job Risk Analyst At Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Fourth Street Press January 2012 - April 2014
Synapse Games October 2012 - February 2013
Humble Bundle February 2011 - January 2012
United Business Media July 2010 - November 2010
Skikos, Crawford, Skikos, Joseph & Millican June 2009 - November 2010
Lopez, Hodes, Restaino, Milman & Skikos January 2008 - November 2008
Skills
Research, Editing, Conferences, HTML, Project Planning, Project Implementation, Salesforce.com, Sales Operations, Event Planning, Market Research, Management, Marketing
Education
City College of San Francisco 2008 — 2010
Economics, Statistics
State University of New York at Delhi 2004 — 2006
Economics
Charles Schwab April 2014 - Present
Fourth Street Press January 2012 - April 2014
Synapse Games October 2012 - February 2013
Humble Bundle February 2011 - January 2012
United Business Media July 2010 - November 2010
Skikos, Crawford, Skikos, Joseph & Millican June 2009 - November 2010
Lopez, Hodes, Restaino, Milman & Skikos January 2008 - November 2008
Skills
Research, Editing, Conferences, HTML, Project Planning, Project Implementation, Salesforce.com, Sales Operations, Event Planning, Market Research, Management, Marketing
Education
City College of San Francisco 2008 — 2010
Economics, Statistics
State University of New York at Delhi 2004 — 2006
Economics
Jason Largey Jason Largey's Charles Schwab Experience September 2014 - Present
Job Wealth Strategist at Schwab Private Client
Industry Investment Management
Experience
Charles Schwab September 2014 - Present
Messner Reeves LLP May 2012 - May 2014
The Law Firm of Jason T. Largey, LLC September 2011 - May 2012
Kresl & Johnson, P.C. 2009 - September 2011
Office of the Attorney General, State of Colorado November 2008 - July 2009
United States Air Force May 2008 - November 2008
US Air Force May 2004 - November 2008
United States Olympic Committee 2000 - 2001
Skills
Military Experience, Litigation, Estate Planning, Military Justice, Employment Law, Wills, Real Estate, Administrative Law, Trials, Civil Litigation
Education
University of Denver - Sturm College of Law 2001 — 2003
J.D., Law
Clemson University 1993 — 1997
Bachelor's Degree, German Language and International Trade
Charles Schwab September 2014 - Present
Messner Reeves LLP May 2012 - May 2014
The Law Firm of Jason T. Largey, LLC September 2011 - May 2012
Kresl & Johnson, P.C. 2009 - September 2011
Office of the Attorney General, State of Colorado November 2008 - July 2009
United States Air Force May 2008 - November 2008
US Air Force May 2004 - November 2008
United States Olympic Committee 2000 - 2001
Skills
Military Experience, Litigation, Estate Planning, Military Justice, Employment Law, Wills, Real Estate, Administrative Law, Trials, Civil Litigation
Education
University of Denver - Sturm College of Law 2001 — 2003
J.D., Law
Clemson University 1993 — 1997
Bachelor's Degree, German Language and International Trade
George P. Lopez George P. Lopez's Charles Schwab Experience 1991 - 1995
Job
Industry Information Technology and Services
Experience
UCSF June 2007 - Present
Aligo February 2006 - December 2006
BMC Software December 1999 - April 2005
Franklin Templeton Group December 1997 - December 1999
Lockheed Martin 1996 - 1997
Charles Schwab 1991 - 1995
Bank of America 1989 - 1991
McGraw-Hill 1984 - 1987
Education
San Francisco State University 1984 — 1987
BS
City College of San Francisco 1981 — 1984
AA
UCSF June 2007 - Present
Aligo February 2006 - December 2006
BMC Software December 1999 - April 2005
Franklin Templeton Group December 1997 - December 1999
Lockheed Martin 1996 - 1997
Charles Schwab 1991 - 1995
Bank of America 1989 - 1991
McGraw-Hill 1984 - 1987
Education
San Francisco State University 1984 — 1987
BS
City College of San Francisco 1981 — 1984
AA
Timothy Garcia Timothy Garcia's Charles Schwab Experience August 2013 - January 2014
Job Junior Network Analyst at Gilead Sciences
Industry Information Technology and Services
Experience
Gilead Sciences March 2014 - Present
Charles Schwab August 2013 - January 2014
Year Up March 2013 - January 2014
Best Buy February 2008 - July 2012
Education
Skyline College 2011 — 2012
Expression College for Digital Arts 2009 — 2011
City College of San Francisco 2007 — 2008
Gilead Sciences March 2014 - Present
Charles Schwab August 2013 - January 2014
Year Up March 2013 - January 2014
Best Buy February 2008 - July 2012
Education
Skyline College 2011 — 2012
Expression College for Digital Arts 2009 — 2011
City College of San Francisco 2007 — 2008
Deborah Penaflor's Charles Schwab Experience 1995 - 1996
Job Software Asset Management Analyst / Finance Analyst at University of California, San Francisco
Industry Hospital & Health Care
Experience
UCSF Medical Center October 2005 - Present
Seton Medical Center January 2005 - October 2005
St. Mary's Medical Center August 2003 - January 2005
UCSF Medical Center November 2002 - August 2003
Nielsen Media Research 2001 - 2002
KBLX 1999 - 2001
bebe 1997 - 1999
Wells Fargo 1996 - 1997
Charles Schwab 1995 - 1996
Skills
Employee Relations, Social Media, SharePoint, WebEx, Customer Service, Procurement, Healthcare, Microsoft Office, Outlook, Blogging, HIPAA, Access, Visio, Microsoft Excel, Team-oriented, Healthcare Information..., Leadership, Vendor Management, Project Management, Management, Data Entry, Team Leadership, HTML scripting, Budgets, Software Documentation, Program Management, Team Building, Databases, MS Project, Time Management, Epic Systems, Project Planning, Process Improvement, System Administration, Data Analysis, IT Service Management, Photoshop, CSS, Dreamweaver, Marketing, PeopleSoft, Troubleshooting, Teamwork
Education
San Francisco State University 2007 — 2011
Bachelor of Arts, Group and Organizational Communications
Global Knowledge 2009 — 2009
Certified, Project Management Prep Boot Camp
City College of San Francisco 1995 — 2006
Associates in Arts, General Educaton to Transfer to 4 year College
World School of Massage 2004 — 2004
Certified, Massage Therapy
UCSF Medical Center October 2005 - Present
Seton Medical Center January 2005 - October 2005
St. Mary's Medical Center August 2003 - January 2005
UCSF Medical Center November 2002 - August 2003
Nielsen Media Research 2001 - 2002
KBLX 1999 - 2001
bebe 1997 - 1999
Wells Fargo 1996 - 1997
Charles Schwab 1995 - 1996
Skills
Employee Relations, Social Media, SharePoint, WebEx, Customer Service, Procurement, Healthcare, Microsoft Office, Outlook, Blogging, HIPAA, Access, Visio, Microsoft Excel, Team-oriented, Healthcare Information..., Leadership, Vendor Management, Project Management, Management, Data Entry, Team Leadership, HTML scripting, Budgets, Software Documentation, Program Management, Team Building, Databases, MS Project, Time Management, Epic Systems, Project Planning, Process Improvement, System Administration, Data Analysis, IT Service Management, Photoshop, CSS, Dreamweaver, Marketing, PeopleSoft, Troubleshooting, Teamwork
Education
San Francisco State University 2007 — 2011
Bachelor of Arts, Group and Organizational Communications
Global Knowledge 2009 — 2009
Certified, Project Management Prep Boot Camp
City College of San Francisco 1995 — 2006
Associates in Arts, General Educaton to Transfer to 4 year College
World School of Massage 2004 — 2004
Certified, Massage Therapy
Carol Garcia, CDPE, CLHMS, CRS, SRES, RDC Pro Carol Garcia, CDPE, CLHMS, CRS, SRES, RDC Pro's Charles Schwab Experience January 1988 - January 1989
Job Broker & President, RCR Realty Corp. Specializing in REO & Short Sales (carol@carolgarcia.com)
Industry Real Estate
Experience
RCR Realty Corp December 2002 - Present
RE/MAX C.C. Connection, Inc. January 1997 - February 2009
RE/MAX Powerhouse Realty May 1990 - December 1996
Ganzon Realty, Inc. April 1989 - April 1990
Charles Schwab January 1988 - January 1989
Dames & Moore January 1982 - December 1987
Skills
REO, Sellers, Short Sales, Real Estate Economics, Foreclosures, Real Estate Transactions, Real Estate, Investment Properties, Investors, Listings, First Time Home Buyers, Commercial Real Estate, Relocation, Contract Negotiation
Education
Anthony School, Walnut Creek, CA 1988 — 1989
Real Estate
Centro Escolar University 1970 — 1974
BSMT, Medical Lab. Work
RCR Realty Corp December 2002 - Present
RE/MAX C.C. Connection, Inc. January 1997 - February 2009
RE/MAX Powerhouse Realty May 1990 - December 1996
Ganzon Realty, Inc. April 1989 - April 1990
Charles Schwab January 1988 - January 1989
Dames & Moore January 1982 - December 1987
Skills
REO, Sellers, Short Sales, Real Estate Economics, Foreclosures, Real Estate Transactions, Real Estate, Investment Properties, Investors, Listings, First Time Home Buyers, Commercial Real Estate, Relocation, Contract Negotiation
Education
Anthony School, Walnut Creek, CA 1988 — 1989
Real Estate
Centro Escolar University 1970 — 1974
BSMT, Medical Lab. Work
Ana Mattson Ana Mattson's Charles Schwab Experience September 2010 - Present
Job Project Manager/Release Manager
Industry Financial Services
Experience
Charles Schwab September 2010 - Present
Charles Schwab September 2006 - September 2010
Charles Schwab September 2004 - September 2006
Charles Schwab September 2002 - August 2004
Nortel Networks August 1998 - July 2002
Charles Schwab September 1985 - August 1998
Skills
Project Management, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., Investments, Integration, Financial Services
Education
Stanford University 2008 — 2009
Stanford Advanced Project Management, Mastering the Project Portfolio
Heald College-San Francisco 1982 — 1983
Computer Programming
City College of San Francisco 1980 — 1981
Computer Science
The George Washington University
ESI International, Contracting for Project Managers
Charles Schwab September 2010 - Present
Charles Schwab September 2006 - September 2010
Charles Schwab September 2004 - September 2006
Charles Schwab September 2002 - August 2004
Nortel Networks August 1998 - July 2002
Charles Schwab September 1985 - August 1998
Skills
Project Management, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., Investments, Integration, Financial Services
Education
Stanford University 2008 — 2009
Stanford Advanced Project Management, Mastering the Project Portfolio
Heald College-San Francisco 1982 — 1983
Computer Programming
City College of San Francisco 1980 — 1981
Computer Science
The George Washington University
ESI International, Contracting for Project Managers
Jordan Lamb Jordan Lamb's Charles Schwab Experience January 2009 - January 2011
Job Technology Sales
Industry Computer Software
Experience
Lyft January 2014 - Present
The Climate Corporation January 2013 - January 2014
Solar City January 2011 - January 2012
Charles Schwab January 2009 - January 2011
JVM Lending January 2004 - January 2009
US Army Reserve—Moffett Field January 1996 - January 2002
Skills
Inside Sales, Salesforce.com, Phone Etiquette, Sales Trainings, Customer Service, Account Management, CRM, Leadership, New Business Development, Project Management, Microsoft Office, Strategic Partnerships, Social Media Marketing, Sales Management, Lead Generation, Software Development, Social Media, Marketing
Education
University of San Francisco 2015 — 2017
Bachelor's degree, School of Management, Junior
Berkeley Digital Film Institute
City College of San Francisco
Bachelor of Science, Management
Lyft January 2014 - Present
The Climate Corporation January 2013 - January 2014
Solar City January 2011 - January 2012
Charles Schwab January 2009 - January 2011
JVM Lending January 2004 - January 2009
US Army Reserve—Moffett Field January 1996 - January 2002
Skills
Inside Sales, Salesforce.com, Phone Etiquette, Sales Trainings, Customer Service, Account Management, CRM, Leadership, New Business Development, Project Management, Microsoft Office, Strategic Partnerships, Social Media Marketing, Sales Management, Lead Generation, Software Development, Social Media, Marketing
Education
University of San Francisco 2015 — 2017
Bachelor's degree, School of Management, Junior
Berkeley Digital Film Institute
City College of San Francisco
Bachelor of Science, Management
Ken Anderson, PMP's Charles Schwab Experience January 2001 - August 2002
Job IT Project Manager at Multnomah County
Industry Information Technology and Services
Experience
Multnomah County 2009 - Present
Daimler Trucks North America (ATSI) February 2008 - December 2008
Business Objects September 2007 - December 2007
ProDX August 2004 - August 2005
Levi Strauss & Co. August 2002 - June 2004
Charles Schwab January 2001 - August 2002
Charles Schwab September 1998 - December 2000
Deloitte Consulting April 1997 - September 1998
University of Wisconsin Hospital March 1996 - March 1997
Grant Thornton March 1995 - March 1996
Education
OHSU - OGI School of Science & Engineering 2004 — 2007
M.S.
City University of New York-Hunter College 1988 — 1990
M.S.W.
Swarthmore College 1982 — 1987
B.A.
Multnomah County 2009 - Present
Daimler Trucks North America (ATSI) February 2008 - December 2008
Business Objects September 2007 - December 2007
ProDX August 2004 - August 2005
Levi Strauss & Co. August 2002 - June 2004
Charles Schwab January 2001 - August 2002
Charles Schwab September 1998 - December 2000
Deloitte Consulting April 1997 - September 1998
University of Wisconsin Hospital March 1996 - March 1997
Grant Thornton March 1995 - March 1996
Education
OHSU - OGI School of Science & Engineering 2004 — 2007
M.S.
City University of New York-Hunter College 1988 — 1990
M.S.W.
Swarthmore College 1982 — 1987
B.A.
Jerry Chiu's Charles Schwab Experience August 2005 - Present
Job Senior Manager, Product & Platform Services
Industry Financial Services
Experience
Charles Schwab August 2005 - Present
Yesmail November 2003 - August 2005
Unicast June 2001 - December 2002
Macromedia December 1999 - April 2001
Macromedia August 1998 - December 1999
Skills
Podcasting, RSS, Web Marketing, User Experience, Product Development, Behavioral Targeting, Interactive Marketing, Web Analytics, Email Marketing, SEM, Digital Strategy, Digital Marketing, Analytics, Online Advertising, Marketing Automation, E-commerce, Online Lead Generation, Digital Media, Software Product..., Project Management, Alerts, Paperless, Mobile Devices, CRM, Strategy, Management, Online Marketing, Direct Marketing
Education
San Francisco State University 1993 — 1995
BA
City College of San Francisco 1990 — 1993
Associate of Arts (A.A.)
Charles Schwab August 2005 - Present
Yesmail November 2003 - August 2005
Unicast June 2001 - December 2002
Macromedia December 1999 - April 2001
Macromedia August 1998 - December 1999
Skills
Podcasting, RSS, Web Marketing, User Experience, Product Development, Behavioral Targeting, Interactive Marketing, Web Analytics, Email Marketing, SEM, Digital Strategy, Digital Marketing, Analytics, Online Advertising, Marketing Automation, E-commerce, Online Lead Generation, Digital Media, Software Product..., Project Management, Alerts, Paperless, Mobile Devices, CRM, Strategy, Management, Online Marketing, Direct Marketing
Education
San Francisco State University 1993 — 1995
BA
City College of San Francisco 1990 — 1993
Associate of Arts (A.A.)
Khwaja Murshed's Charles Schwab Experience July 2011 - January 2013
Job
Industry Computer Software
Experience
Zenoss October 2014 - Present
Zenoss, Inc. February 2013 - September 2014
Charles Schwab July 2011 - January 2013
BMC Software February 2001 - July 2011
Vignette Corporation September 2000 - January 2001
TradeOne Marketing April 2000 - September 2000
Texas Commission on Environmental Quality December 1998 - April 2000
Texas Commission on Environmental Quality December 1994 - November 1998
Skills
Test Automation, Shell Scripting, Enterprise Software, Cloud Computing, Databases, SQL, Linux, Perl, Regression Testing, Test Cases, Agile Project Management, Integration, Software Quality..., Quality Assurance, Software Engineering, Test Planning, Unix, Software Development, JUnit, ITIL, Java, SDLC, Web Services, Web Applications, Tomcat, Distributed Systems, SaaS, Testing, SilkTest, Scrum, Agile Methodologies
Education
Clemson University 1991 — 1993
M.S., Civil Engineering
Delft University of Technology 1989 — 1991
M.S., Hydraulic Engineering
Chittagong Engineering College
Chittagong Engineering College
Zenoss October 2014 - Present
Zenoss, Inc. February 2013 - September 2014
Charles Schwab July 2011 - January 2013
BMC Software February 2001 - July 2011
Vignette Corporation September 2000 - January 2001
TradeOne Marketing April 2000 - September 2000
Texas Commission on Environmental Quality December 1998 - April 2000
Texas Commission on Environmental Quality December 1994 - November 1998
Skills
Test Automation, Shell Scripting, Enterprise Software, Cloud Computing, Databases, SQL, Linux, Perl, Regression Testing, Test Cases, Agile Project Management, Integration, Software Quality..., Quality Assurance, Software Engineering, Test Planning, Unix, Software Development, JUnit, ITIL, Java, SDLC, Web Services, Web Applications, Tomcat, Distributed Systems, SaaS, Testing, SilkTest, Scrum, Agile Methodologies
Education
Clemson University 1991 — 1993
M.S., Civil Engineering
Delft University of Technology 1989 — 1991
M.S., Hydraulic Engineering
Chittagong Engineering College
Chittagong Engineering College
Keith Plamondon's Charles Schwab Experience June 1998 - September 2004
Job Compliance
Industry Financial Services
Experience
FINRA/NASD September 2004 - Present
Charles Schwab June 1998 - September 2004
Skills
Customer Service, Portfolio Management, Series 7, Banking, Finance, Series 63, FINRA, Leadership, Outlook, Investments, Litigation, Microsoft Excel, Financial Services, Process Improvement, Financial Analysis, Mutual Funds, Microsoft Office, Microsoft Word
Education
Clark University 1994 — 1998
FINRA/NASD September 2004 - Present
Charles Schwab June 1998 - September 2004
Skills
Customer Service, Portfolio Management, Series 7, Banking, Finance, Series 63, FINRA, Leadership, Outlook, Investments, Litigation, Microsoft Excel, Financial Services, Process Improvement, Financial Analysis, Mutual Funds, Microsoft Office, Microsoft Word
Education
Clark University 1994 — 1998
Mason Steel's Charles Schwab Experience September 2007 - September 2012
Job Financial Services Specialist
Industry Financial Services
Experience
Charles Schwab September 2007 - September 2012
Mason Steel Real Estate Appraisal December 2004 - October 2006
Charles Schwab & Co February 1997 - April 2004
Skills
Investments, Real Estate, Investment Properties, Financial Analysis, Residential Homes, Real Estate Transactions, Project Management, Mortgage Lending, Investors, Property Management
Education
Chapman University 1992 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
Charles Schwab September 2007 - September 2012
Mason Steel Real Estate Appraisal December 2004 - October 2006
Charles Schwab & Co February 1997 - April 2004
Skills
Investments, Real Estate, Investment Properties, Financial Analysis, Residential Homes, Real Estate Transactions, Project Management, Mortgage Lending, Investors, Property Management
Education
Chapman University 1992 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
Tao Zhou, CFA's Charles Schwab Experience June 1999 - September 1999
Job Sr Manager Liquidity & Market Risk Oversight at Discover
Industry Financial Services
Experience
Discover Financial Services June 2014 - Present
HSBC Finance Corp. August 2010 - June 2014
HSBC Finance Corp. November 2007 - July 2010
HSBC Finance Corp July 2006 - October 2007
Bank of Communications Limited September 1999 - June 2004
Charles Schwab June 1999 - September 1999
General Mills May 1998 - April 1999
Education
University of Georgia - Terry College of Business 2004 — 2006
MBA, Finance & Real Estate
Shanghai Institute of Foreign Trade 1996 — 1999
MA, International Business
Chongqing University 1992 — 1996
BEng., International Trade in Industrial Goods
Discover Financial Services June 2014 - Present
HSBC Finance Corp. August 2010 - June 2014
HSBC Finance Corp. November 2007 - July 2010
HSBC Finance Corp July 2006 - October 2007
Bank of Communications Limited September 1999 - June 2004
Charles Schwab June 1999 - September 1999
General Mills May 1998 - April 1999
Education
University of Georgia - Terry College of Business 2004 — 2006
MBA, Finance & Real Estate
Shanghai Institute of Foreign Trade 1996 — 1999
MA, International Business
Chongqing University 1992 — 1996
BEng., International Trade in Industrial Goods
Karen Bradshaw's Charles Schwab Experience May 2002 - May 2011
Job Senior Software Engineer at Glassdoor
Industry Computer Software
Experience
Glassdoor October 2012 - Present
Charles Schwab May 2002 - May 2011
Evant March 2000 - February 2002
Charles Schwab March 1999 - March 2000
Charles Schwab March 1997 - March 1999
Skills
Java, J2EE Application..., JDBC, JSP development, servlets, JavaScript, XSL, XSLT, xml, html, sql, unix/linux shell..., SOA, JUnit, Ant, Apache Struts, c#, Apache, Weblogic, Oracle, Eclipse, Visual Age, CVS, ClearCase, MS Visual Studio, MySql, Subversion, TFS, Solaris, Linux, Windows XP, UML, Visio, JBuilder, RUP, eXtreme Programming, Agile, Waterfall
Education
City College of San Francisco
Kings Hospital
Bachelor's degree, Civil Engineering
Trinity College Dublin
Bachelors, Engineerng and Mathematics
Glassdoor October 2012 - Present
Charles Schwab May 2002 - May 2011
Evant March 2000 - February 2002
Charles Schwab March 1999 - March 2000
Charles Schwab March 1997 - March 1999
Skills
Java, J2EE Application..., JDBC, JSP development, servlets, JavaScript, XSL, XSLT, xml, html, sql, unix/linux shell..., SOA, JUnit, Ant, Apache Struts, c#, Apache, Weblogic, Oracle, Eclipse, Visual Age, CVS, ClearCase, MS Visual Studio, MySql, Subversion, TFS, Solaris, Linux, Windows XP, UML, Visio, JBuilder, RUP, eXtreme Programming, Agile, Waterfall
Education
City College of San Francisco
Kings Hospital
Bachelor's degree, Civil Engineering
Trinity College Dublin
Bachelors, Engineerng and Mathematics
Dianna Huang Saunders's Charles Schwab Experience October 1998 - October 2005
Job Finance Director at Blue Shield of California
Industry Hospital & Health Care
Experience
Blue Shield of California September 2014 - Present
Blue Shield of California February 2006 - August 2014
Charles Schwab October 1998 - October 2005
Skills
Finance, Essbase, Financial Modeling, Hyperion Enterprise, Financial Analysis, Financial Reporting, Managerial Finance, Variance Analysis, Forecasting, Corporate Finance, Analysis, Financial Planning, Cross-functional Team..., Creativity, Strategic Thinker, Team Training, Redesign Core Functions, Recognizing Enterprise..., Simplifying the Complex, Microsoft Excel, Approachable, Welcoming, Seeking Knowledge, Meeting New Challenges, Management Go-To Person, Originating New...
Education
San Francisco State University
Bachelor of Science, Finance and Accounting
City College of San Francisco
Associate of Science, Accounting
Blue Shield of California September 2014 - Present
Blue Shield of California February 2006 - August 2014
Charles Schwab October 1998 - October 2005
Skills
Finance, Essbase, Financial Modeling, Hyperion Enterprise, Financial Analysis, Financial Reporting, Managerial Finance, Variance Analysis, Forecasting, Corporate Finance, Analysis, Financial Planning, Cross-functional Team..., Creativity, Strategic Thinker, Team Training, Redesign Core Functions, Recognizing Enterprise..., Simplifying the Complex, Microsoft Excel, Approachable, Welcoming, Seeking Knowledge, Meeting New Challenges, Management Go-To Person, Originating New...
Education
San Francisco State University
Bachelor of Science, Finance and Accounting
City College of San Francisco
Associate of Science, Accounting
Cartier Foster's Charles Schwab Experience May 1999 - March 2007
Job Publishing Consultant at Author Solutions, Inc
Industry Marketing and Advertising
Experience
Author Solutions, Inc November 2012 - Present
T-Mobile March 2008 - August 2011
Farmers June 2007 - March 2008
Charles Schwab May 1999 - March 2007
Skills
Leadership, Strategic Planning, Microsoft Excel, Recruiting, Sales Presentations, Sales, Business Development, Sales Operations, Coaching, Account Management, Selling, Customer Satisfaction, Negotiation
Education
Clark Atlanta University 1993 — 1998
Bachelor of Arts (B.A.), Business Administration/Marketing
Christian Brothers College High School 1989 — 1993
College/University Preparatory and Advanced High School/Secondary Diploma Program
Author Solutions, Inc November 2012 - Present
T-Mobile March 2008 - August 2011
Farmers June 2007 - March 2008
Charles Schwab May 1999 - March 2007
Skills
Leadership, Strategic Planning, Microsoft Excel, Recruiting, Sales Presentations, Sales, Business Development, Sales Operations, Coaching, Account Management, Selling, Customer Satisfaction, Negotiation
Education
Clark Atlanta University 1993 — 1998
Bachelor of Arts (B.A.), Business Administration/Marketing
Christian Brothers College High School 1989 — 1993
College/University Preparatory and Advanced High School/Secondary Diploma Program
Flora Haji's Charles Schwab Experience May 2012 - Present
Job Senior Business System Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2012 - Present
Abbott Laboratories August 2011 - February 2012
HCSC August 2010 - March 2011
Motorola Mobile Devices August 2008 - December 2008
Motorola December 2002 - December 2008
Motorola April 1991 - December 2002
Motorola October 1988 - October 1991
Skills
Six Sigma, Process Improvement, SDLC, Software Project..., Software Development, Program Management, Quality Assurance, PMP, Business Process, MS Project, Analysis, Management, Leadership, Metrics, Team Leadership, Product Development, Process Simulation, CMMI, Continuous Improvement, Systems Engineering, Engineering, Telecommunications, Process Engineering, Business Process..., Project Planning, Team Building, Unix, Integration, Microsoft Project
Education
Illinois Institute of Technology 1990 — 2000
PhD, Computer Science
DePaul University 1989 — 1990
M.S, Computer Science
Chicago State University 1984 — 1988
B.S, Computer Science
Charles Schwab May 2012 - Present
Abbott Laboratories August 2011 - February 2012
HCSC August 2010 - March 2011
Motorola Mobile Devices August 2008 - December 2008
Motorola December 2002 - December 2008
Motorola April 1991 - December 2002
Motorola October 1988 - October 1991
Skills
Six Sigma, Process Improvement, SDLC, Software Project..., Software Development, Program Management, Quality Assurance, PMP, Business Process, MS Project, Analysis, Management, Leadership, Metrics, Team Leadership, Product Development, Process Simulation, CMMI, Continuous Improvement, Systems Engineering, Engineering, Telecommunications, Process Engineering, Business Process..., Project Planning, Team Building, Unix, Integration, Microsoft Project
Education
Illinois Institute of Technology 1990 — 2000
PhD, Computer Science
DePaul University 1989 — 1990
M.S, Computer Science
Chicago State University 1984 — 1988
B.S, Computer Science
Sebastian Burtone's Charles Schwab Experience November 2010 - July 2013
Job Director of New Business Development, American Portfolios Financial Services, Inc.
Industry Financial Services
Experience
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
Anita Donovan's Charles Schwab Experience March 1996 - March 2011
Job Sr Staff Information Systems Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Corporate Services 1996 - Present
Charles Schwab March 1996 - March 2011
Education
Central Piedmont Community College 1994 — 1996
Charles Schwab Corporate Services 1996 - Present
Charles Schwab March 1996 - March 2011
Education
Central Piedmont Community College 1994 — 1996
Chuck Brownstein's Charles Schwab Experience December 2003 - October 2010
Job Sr. Recruiting Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2003 - October 2010
Guru 2001 - 2002
Cruel World / Career Central 1997 - 2000
Technical Connections, Inc. 1995 - 1997
California United Bank August 1991 - November 1992
Skills
College Recruiting
Education
University of Chicago 1985 — 1987
MBA, Finance/Marketing
Claremont McKenna College 1979 — 1983
BA, Economics
Charles Schwab December 2003 - October 2010
Guru 2001 - 2002
Cruel World / Career Central 1997 - 2000
Technical Connections, Inc. 1995 - 1997
California United Bank August 1991 - November 1992
Skills
College Recruiting
Education
University of Chicago 1985 — 1987
MBA, Finance/Marketing
Claremont McKenna College 1979 — 1983
BA, Economics
Perry Birnbaum's Charles Schwab Experience 1983 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Schwab Capital Markets 1994 - 2002
Schwab Capital Markets 1993 - 2002
Charles Schwab 1983 - 2002
Mayer & Schweitzer, a division of Charles Schwab 1987 - 1992
Skills
Options, Trading, Capital Markets, Wealth Management, Accounting, Equity Trading, Financial Markets, Series 7, Equities, Series 63, Proprietary Trading, Trading Systems, Investments, Securities, Risk Management, Financial Risk, Hedge Funds, Electronic Trading, Mutual Funds, Financial Services, Traders, ETFs, Fixed Income, Market Making
Education
City University of New York-Brooklyn College 1972 — 1977
Schwab Capital Markets 1994 - 2002
Schwab Capital Markets 1993 - 2002
Charles Schwab 1983 - 2002
Mayer & Schweitzer, a division of Charles Schwab 1987 - 1992
Skills
Options, Trading, Capital Markets, Wealth Management, Accounting, Equity Trading, Financial Markets, Series 7, Equities, Series 63, Proprietary Trading, Trading Systems, Investments, Securities, Risk Management, Financial Risk, Hedge Funds, Electronic Trading, Mutual Funds, Financial Services, Traders, ETFs, Fixed Income, Market Making
Education
City University of New York-Brooklyn College 1972 — 1977
Ben Thornhill, CFP®'s Charles Schwab Experience January 1995 - June 1998
Job Senior Managing Director at First Foundation Advisors,Inc.
Industry Investment Management
Experience
First Foundation Advisors (formerly The Keller Group Investment Mgmt) June 1998 - Present
The Keller Group 1998 - 2009
Charles Schwab January 1995 - June 1998
Dean Witter 1993 - 1995
Skills
Wealth Management, Investments, Finance, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management
Education
College for Financial Planning 2003 — 2006
Certified Financial Planner®
Chapman University 1983 — 1988
Bachelor of Science-Business Administration
University of California, Irvine
Personal Financial Planning Certificate Program
First Foundation Advisors (formerly The Keller Group Investment Mgmt) June 1998 - Present
The Keller Group 1998 - 2009
Charles Schwab January 1995 - June 1998
Dean Witter 1993 - 1995
Skills
Wealth Management, Investments, Finance, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management
Education
College for Financial Planning 2003 — 2006
Certified Financial Planner®
Chapman University 1983 — 1988
Bachelor of Science-Business Administration
University of California, Irvine
Personal Financial Planning Certificate Program
Leyla Borjas-Rapp's Charles Schwab Experience 2000 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab & Co. 2000 - Present
Charles Schwab 2000 - 2007
Charles Schwab 2000 - 2007
Education
City College of San Francisco 1998 — 2002
Charles Schwab & Co. 2000 - Present
Charles Schwab 2000 - 2007
Charles Schwab 2000 - 2007
Education
City College of San Francisco 1998 — 2002
Debbie Kochert's Charles Schwab Experience January 2011 - Present
Job Cash Manager, Treasury at Charles Schwab
Industry Computer Hardware
Experience
Charles Schwab January 2011 - Present
Arizona State Retirement System February 2009 - January 2011
Avnet April 2007 - May 2008
e-Funds Corporation July 2005 - August 2006
Southwest Student Services March 2001 - July 2005
Boeing Employees' Credit Union June 1997 - October 2000
Skills
Cash Management, Forecasting, Account Reconciliation, Analysis, Finance, Training, Accounting, Banking, Budgets, Internal Controls, Process Improvement, Management, Investments, Treasury, Auditing, Financial Analysis
Education
University of Phoenix
MASTERS, BUSINESS ADMINISTRATION
Chaminade University of Honolulu
B.A, INTERNATIONAL BUSINESS
Mesa Community College
A.A, BANKING AND FINANCE
Charles Schwab January 2011 - Present
Arizona State Retirement System February 2009 - January 2011
Avnet April 2007 - May 2008
e-Funds Corporation July 2005 - August 2006
Southwest Student Services March 2001 - July 2005
Boeing Employees' Credit Union June 1997 - October 2000
Skills
Cash Management, Forecasting, Account Reconciliation, Analysis, Finance, Training, Accounting, Banking, Budgets, Internal Controls, Process Improvement, Management, Investments, Treasury, Auditing, Financial Analysis
Education
University of Phoenix
MASTERS, BUSINESS ADMINISTRATION
Chaminade University of Honolulu
B.A, INTERNATIONAL BUSINESS
Mesa Community College
A.A, BANKING AND FINANCE
Rebecca Weiss's Charles Schwab Experience March 2013 - Present
Job (Super)Humanoid
Industry Marketing and Advertising
Experience
Charles Schwab March 2013 - Present
Zillow September 2012 - February 2013
Top7 March 2011 - July 2012
Seeking Alpha December 2009 - September 2010
Cornell Daily Sun September 2006 - May 2009
Skills
Video Marketing, Video Marketing Strategy, YouTube Analytics, International Marketing, User Journeys, Customer Journey Mapping, Content Strategy, Client Ratings and..., Digital Marketing, Online Video Production, BazaarVoice, SEO, SEM, Webinars, Content Management, SiteCatalyst, Analytics, HubSpot, Google Analytics, Spredfast, Web Content, Digital Media, Storytelling, Journalism, Editorial, Social Media Marketing, Editing, Copywriting, Blogging, Copy Editing, Research, Newspapers, Creative Writing, Publications, White Papers, Feature Articles, GoToWebinar, WordPress, Translation
Education
Cornell University 2005 — 2009
B.A., American Studies
Choate Rosemary Hall 2001 — 2005
High School
Charles Schwab March 2013 - Present
Zillow September 2012 - February 2013
Top7 March 2011 - July 2012
Seeking Alpha December 2009 - September 2010
Cornell Daily Sun September 2006 - May 2009
Skills
Video Marketing, Video Marketing Strategy, YouTube Analytics, International Marketing, User Journeys, Customer Journey Mapping, Content Strategy, Client Ratings and..., Digital Marketing, Online Video Production, BazaarVoice, SEO, SEM, Webinars, Content Management, SiteCatalyst, Analytics, HubSpot, Google Analytics, Spredfast, Web Content, Digital Media, Storytelling, Journalism, Editorial, Social Media Marketing, Editing, Copywriting, Blogging, Copy Editing, Research, Newspapers, Creative Writing, Publications, White Papers, Feature Articles, GoToWebinar, WordPress, Translation
Education
Cornell University 2005 — 2009
B.A., American Studies
Choate Rosemary Hall 2001 — 2005
High School
Nilesh Parikh's Charles Schwab Experience December 2007 - Present
Job Senior Infrastructure Technical Lead at Charles Schwab & Co; Inc
Industry Information Technology and Services
Experience
Charles Schwab December 2007 - Present
Charles Schwab January 2006 - November 2007
Charles Schwab October 1995 - December 2005
Prudential Financial October 1991 - September 1995
Skills
System Administration, Windows Server, Technical Lead, Project Mangement, Active Directory (LDAP,..., Group Policy, Virtualization, VMware, Problem Solving, Troubleshooting, High Availability, Data Center, Windows 7, IT Operations, HP, DHCP, Disaster Recovery, IT Management, Business Continuity, Security, Change Management, Desktop Computers, IT Strategy, Software Documentation, IT Infrastructure..., Servers, Project Management, IT Service Management, Active Directory, Networking, Enterprise Architecture, Enterprise Software, Active Directory..., Integration
Education
City University of New York-Brooklyn College 1987 — 1991
Bachelor of Science (B.S.), Computer Science
Charles Schwab December 2007 - Present
Charles Schwab January 2006 - November 2007
Charles Schwab October 1995 - December 2005
Prudential Financial October 1991 - September 1995
Skills
System Administration, Windows Server, Technical Lead, Project Mangement, Active Directory (LDAP,..., Group Policy, Virtualization, VMware, Problem Solving, Troubleshooting, High Availability, Data Center, Windows 7, IT Operations, HP, DHCP, Disaster Recovery, IT Management, Business Continuity, Security, Change Management, Desktop Computers, IT Strategy, Software Documentation, IT Infrastructure..., Servers, Project Management, IT Service Management, Active Directory, Networking, Enterprise Architecture, Enterprise Software, Active Directory..., Integration
Education
City University of New York-Brooklyn College 1987 — 1991
Bachelor of Science (B.S.), Computer Science
Theresa Hull Smalley, CBCP's Charles Schwab Experience 2002 - 2004
Job Retired
Industry Financial Services
Experience
Retired October 2014 - Present
Wells Fargo April 2004 - October 2014
Charles Schwab 2002 - 2004
American Red Cross 1969 - 1999
Chevron 1993 - 1998
Skills
Incident Management, Project Planning, Business Continuity..., Emergency Management, Management, Financial Risk, Project Management, Disaster Recovery, Training, Risk Management, Leadership, Team Building, Process Improvement, Business Continuity, Vendor Management, Strategic Communications, Time Management, Underwriting, Banking, Program Management, Operational Risk..., Risk Assessment, Governance
Education
City College of San Francisco 1981 — 1985
George Washington High School 1979 — 1981
Retired October 2014 - Present
Wells Fargo April 2004 - October 2014
Charles Schwab 2002 - 2004
American Red Cross 1969 - 1999
Chevron 1993 - 1998
Skills
Incident Management, Project Planning, Business Continuity..., Emergency Management, Management, Financial Risk, Project Management, Disaster Recovery, Training, Risk Management, Leadership, Team Building, Process Improvement, Business Continuity, Vendor Management, Strategic Communications, Time Management, Underwriting, Banking, Program Management, Operational Risk..., Risk Assessment, Governance
Education
City College of San Francisco 1981 — 1985
George Washington High School 1979 — 1981
Jason Carroll's Charles Schwab Experience November 2009 - October 2012
Job Managing Director Senior Loan Officer Investment Advisory Lending at Live Oak Bank
Industry Financial Services
Experience
Live Oak Bank October 2012 - Present
Charles Schwab November 2009 - October 2012
The Revere Group April 2008 - November 2009
Robbins Gioia September 2005 - April 2008
Bank of America 2000 - 2005
Framework 2000 - 2005
Skills
Mergers & Acquisitions, Business Process..., Finance, Business Analysis, SDLC, Business Transformation, IT Strategy, Management, Financial Advisory, Wealth Management, Start-ups, Consulting, CRM, Strategy, Leadership
Education
Clemson University 1992 — 1996
Live Oak Bank October 2012 - Present
Charles Schwab November 2009 - October 2012
The Revere Group April 2008 - November 2009
Robbins Gioia September 2005 - April 2008
Bank of America 2000 - 2005
Framework 2000 - 2005
Skills
Mergers & Acquisitions, Business Process..., Finance, Business Analysis, SDLC, Business Transformation, IT Strategy, Management, Financial Advisory, Wealth Management, Start-ups, Consulting, CRM, Strategy, Leadership
Education
Clemson University 1992 — 1996
William Ferguson,'s Charles Schwab Experience May 2008 - November 2010
Job Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services October 2014 - Present
Fidelity Investments July 2011 - October 2014
VALIC 2011 - 2011
Charles Schwab May 2008 - November 2010
E*TRADE Financial 2006 - 2008
Fidelity Investments 2001 - 2006
Crestar/Suntrust 1998 - 1999
Skills
Mutual Funds, Risk Management, Performance Management, 401k, Strategic Planning, Business Strategy, Compliance, Performance Improvement, Customer Service, Territory Planning, Customer Relations, Territory Analysis, Recruiting, B2B Marketing, Insurance, Training, Financial Advisory, Series 7, Strategy, Financial Services, Series 63, Retirement Planning, Investments, Wealth Management, Management, Securities, Finance
Education
Geneva College 2001 — 2004
MS, Organizational Leadership
Clarion University of Pennsylvania 1983 — 1988
BS, Management
Alliance High School 1979 — 1983
HD Vest Financial Services October 2014 - Present
Fidelity Investments July 2011 - October 2014
VALIC 2011 - 2011
Charles Schwab May 2008 - November 2010
E*TRADE Financial 2006 - 2008
Fidelity Investments 2001 - 2006
Crestar/Suntrust 1998 - 1999
Skills
Mutual Funds, Risk Management, Performance Management, 401k, Strategic Planning, Business Strategy, Compliance, Performance Improvement, Customer Service, Territory Planning, Customer Relations, Territory Analysis, Recruiting, B2B Marketing, Insurance, Training, Financial Advisory, Series 7, Strategy, Financial Services, Series 63, Retirement Planning, Investments, Wealth Management, Management, Securities, Finance
Education
Geneva College 2001 — 2004
MS, Organizational Leadership
Clarion University of Pennsylvania 1983 — 1988
BS, Management
Alliance High School 1979 — 1983
Lori Bongiovanni's Charles Schwab Experience April 2000 - Present
Job Desktop & Mobility Support at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2000 - Present
Pacific Gas and Electric Company 1981 - 2000
State of California July 1975 - August 1981
Education
City College of San Francisco 1974 — 1976
AS, Criminology
Charles Schwab April 2000 - Present
Pacific Gas and Electric Company 1981 - 2000
State of California July 1975 - August 1981
Education
City College of San Francisco 1974 — 1976
AS, Criminology
Pui Tak (Charlie) Lam's Charles Schwab Experience February 2005 - 2012
Job IT Specialist
Industry Information Technology and Services
Experience
Federal Reserve Bank of New York July 2012 - Present
Charles Schwab February 2005 - 2012
US Trust Company July 1997 - February 2005
Waldorf Liquor Shop 1995 - 1997
Skills
Information Security, Information Security..., Qualys, Active Directory, VBScript, PowerBuilder, DOS commands, Group Policy, Powershell, Perl Script, Windows Server, Novell Netware, Integration, Operating Systems, Servers, Troubleshooting
Education
City University of New York City College
BS, Computer Science, GPA 3.5
Federal Reserve Bank of New York July 2012 - Present
Charles Schwab February 2005 - 2012
US Trust Company July 1997 - February 2005
Waldorf Liquor Shop 1995 - 1997
Skills
Information Security, Information Security..., Qualys, Active Directory, VBScript, PowerBuilder, DOS commands, Group Policy, Powershell, Perl Script, Windows Server, Novell Netware, Integration, Operating Systems, Servers, Troubleshooting
Education
City University of New York City College
BS, Computer Science, GPA 3.5
Gary Wiedman's Charles Schwab Experience February 1992 - January 2004
Job SVPClearing Operations at APEX Clearing
Industry Financial Services
Experience
Apex Clearing July 2012 - Present
Penson Financial Services November 2008 - August 2012
Financial Engines July 2004 - May 2008
Charles Schwab February 1992 - January 2004
Bank of America January 1991 - January 1992
Franklin Templeton Investments January 1989 - January 1991
Skills
Relationship Management, Cross-functional Team..., Investments, Series 63, Business Analysis, Portfolio Management, Mutual Funds, Management, Leadership, Mergers, Change Management, Vendor Management, FINRA, Trading, Mergers & Acquisitions, Series 7, Options, Financial Risk, FX Options, Fixed Income, Finance, Banking, Derivatives, Financial Markets, Electronic Trading, Capital Markets, Prime Brokerage, Trading Systems
Education
Central Washington University 1984 — 1988
BS, Business Admin
Apex Clearing July 2012 - Present
Penson Financial Services November 2008 - August 2012
Financial Engines July 2004 - May 2008
Charles Schwab February 1992 - January 2004
Bank of America January 1991 - January 1992
Franklin Templeton Investments January 1989 - January 1991
Skills
Relationship Management, Cross-functional Team..., Investments, Series 63, Business Analysis, Portfolio Management, Mutual Funds, Management, Leadership, Mergers, Change Management, Vendor Management, FINRA, Trading, Mergers & Acquisitions, Series 7, Options, Financial Risk, FX Options, Fixed Income, Finance, Banking, Derivatives, Financial Markets, Electronic Trading, Capital Markets, Prime Brokerage, Trading Systems
Education
Central Washington University 1984 — 1988
BS, Business Admin
De Boyrie,'s Charles Schwab Experience VP and Manager Latin America BranchCharles SchwabJuly 2008 - Present
Job VP and Manager Latin America Branch at Charles Schwab
Industry Financial Services
Experience
Charles Schwab VP and Manager Latin America BranchCharles SchwabJuly 2008 - Present
Wachovia Securities, LLC October 1991 - May 2005
Education
City University of New York-Herbert H. Lehman College 1970 — 1977
BA, Spanish Lit. and Education minor
Charles Schwab VP and Manager Latin America BranchCharles SchwabJuly 2008 - Present
Wachovia Securities, LLC October 1991 - May 2005
Education
City University of New York-Herbert H. Lehman College 1970 — 1977
BA, Spanish Lit. and Education minor
Caroline Bonn's Charles Schwab Experience October 1999 - August 2007
Job Admin Assist at Levi Strauss & Co.
Industry Retail
Experience
Levi Strauss & Co. September 2007 - Present
Charles Schwab October 1999 - August 2007
Education
City University of New York-Hunter College
Liberal Arts
Levi Strauss & Co. September 2007 - Present
Charles Schwab October 1999 - August 2007
Education
City University of New York-Hunter College
Liberal Arts
Brian Gallaway's Charles Schwab Experience April 2000 - October 2004
Job Finance Professional experienced in modeling, analysis, budgeting, planning, reporting, database design & management.
Industry Financial Services
Experience
Various Companies November 2008 - Present
First Collateral Services July 2005 - August 2008
Wells Fargo Bank January 2005 - July 2005
Charles Schwab April 2000 - October 2004
Charles Schwab September 1998 - April 2000
GT GLOBAL MUTUAL FUND November 1997 - August 1998
Citibank April 1995 - September 1997
Bank of America August 1993 - April 1995
Bank of America March 1992 - August 1993
Skills
Banking, Financial Analysis, Mortgage Lending, Strategic Financial..., Risk Management, Forecasting, Financial Modeling, Management, Loans, Financial Reporting, Finance, Strategy, Business Planning, Analysis, Accounting, Budgets, Business Development, Executive Management, Competitive Analysis, Portfolio Management, Internal Controls, Business Strategy, Project Management, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance and Marketing
Claremont McKenna College
Bachelor of Arts, Economics and Literature
Various Companies November 2008 - Present
First Collateral Services July 2005 - August 2008
Wells Fargo Bank January 2005 - July 2005
Charles Schwab April 2000 - October 2004
Charles Schwab September 1998 - April 2000
GT GLOBAL MUTUAL FUND November 1997 - August 1998
Citibank April 1995 - September 1997
Bank of America August 1993 - April 1995
Bank of America March 1992 - August 1993
Skills
Banking, Financial Analysis, Mortgage Lending, Strategic Financial..., Risk Management, Forecasting, Financial Modeling, Management, Loans, Financial Reporting, Finance, Strategy, Business Planning, Analysis, Accounting, Budgets, Business Development, Executive Management, Competitive Analysis, Portfolio Management, Internal Controls, Business Strategy, Project Management, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance and Marketing
Claremont McKenna College
Bachelor of Arts, Economics and Literature
Laura Shields's Charles Schwab Experience July 2006 - June 2007
Job Stock/Equity Plan Administration | Options, RSUs, ESPP | Sec 16 Reporting | Employee Education
Industry Human Resources
Experience
Looking for new opportunity February 2013 - Present
Stock & Option Solutions March 2013 - Present
Precious Cargo Enterprises June 2012 - Present
Apollo Education Group June 2007 - March 2013
Charles Schwab July 2006 - June 2007
Stock & Option Solutions January 2006 - June 2006
Grand Canyon University April 2005 - August 2005
Option One Mortgage May 2002 - October 2004
Tickets.com July 2001 - October 2001
Cirrus Logic March 2000 - June 2000
Skills
Equity Edge, Equities, Stocks, Employee Stock Options, Options, Employee Stock Purchase..., Restricted Stock Units..., SEC filings, Employee Benefits, Mergers & Acquisitions, Human Resources, Morgan Stanley Sapphire, Fidelity Plan Sponsor..., Computershare Section..., RR Donnelley File 16
Education
Concordia University-Irvine 2002 — 2003
Bachelors, Applied Liberal Arts, Business emphasis
Cerritos College 1978 — 1989
Associate of Arts (AA), Journalism
Looking for new opportunity February 2013 - Present
Stock & Option Solutions March 2013 - Present
Precious Cargo Enterprises June 2012 - Present
Apollo Education Group June 2007 - March 2013
Charles Schwab July 2006 - June 2007
Stock & Option Solutions January 2006 - June 2006
Grand Canyon University April 2005 - August 2005
Option One Mortgage May 2002 - October 2004
Tickets.com July 2001 - October 2001
Cirrus Logic March 2000 - June 2000
Skills
Equity Edge, Equities, Stocks, Employee Stock Options, Options, Employee Stock Purchase..., Restricted Stock Units..., SEC filings, Employee Benefits, Mergers & Acquisitions, Human Resources, Morgan Stanley Sapphire, Fidelity Plan Sponsor..., Computershare Section..., RR Donnelley File 16
Education
Concordia University-Irvine 2002 — 2003
Bachelors, Applied Liberal Arts, Business emphasis
Cerritos College 1978 — 1989
Associate of Arts (AA), Journalism
Earl Marsh's Charles Schwab Experience June 2011 - November 2011
Job Lead IT Technician / Noc Analyst | Computer Operations at Best Western International
Industry Retail
Experience
Best Western International June 2014 - Present
MDI Group at Best Western International March 2014 - June 2014
CVS Caremark Corporation February 2012 - March 2014
Charles Schwab June 2011 - November 2011
Safeway August 2005 - March 2011
Metris Companies February 2004 - August 2005
Maricopa Integrated Health System July 2003 - February 2004
McKesson December 1996 - June 2003
Franklin Templeton Investments January 1999 - May 1999
Wells Fargo November 1996 - December 1996
Skills
Access, Visio, Disaster Recovery, SharePoint, Business Analysis, Vendor Management, Program Management, Management, Requirements Analysis, Data Center, Process Improvement, SDLC, Servers, Unix, ITIL, SQL, IBM Mainframe, Troubleshooting, Integration
Education
Chaminade University of Honolulu 1980 — 1984
Best Western International June 2014 - Present
MDI Group at Best Western International March 2014 - June 2014
CVS Caremark Corporation February 2012 - March 2014
Charles Schwab June 2011 - November 2011
Safeway August 2005 - March 2011
Metris Companies February 2004 - August 2005
Maricopa Integrated Health System July 2003 - February 2004
McKesson December 1996 - June 2003
Franklin Templeton Investments January 1999 - May 1999
Wells Fargo November 1996 - December 1996
Skills
Access, Visio, Disaster Recovery, SharePoint, Business Analysis, Vendor Management, Program Management, Management, Requirements Analysis, Data Center, Process Improvement, SDLC, Servers, Unix, ITIL, SQL, IBM Mainframe, Troubleshooting, Integration
Education
Chaminade University of Honolulu 1980 — 1984
Sam Garza, MBA, PMP's Charles Schwab Experience November 1999 - March 2009
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Newmarket International 2013 - 2014
Newmarket International 2013 - 2014
Wells Fargo Bank May 2009 - July 2011
Charles Schwab November 1999 - March 2009
Charles Schwab May 2003 - August 2007
MCI Systemhouse January 1998 - November 1998
AT&T February 1996 - November 1997
Seer Technologies 1995 - 1997
IBM 1983 - 1993
Skills
SDLC, Program Management, Business Analysis, PMO, Software Project..., Project Management, MS Project, Vendor Management, PMP, Requirements Analysis, Process Improvement, Cross-functional Team..., Project Portfolio..., Visio, Agile Methodologies, Product Management, Business Requirements, Financial Services, Risk Management, Software Documentation, Software Development, Change Management, User Acceptance Testing, DB2, Mainframe, COBOL
Education
Claremont McKenna College 1975 — 1979
BA, Economics
UCLA Anderson School of Management
MBA, Finance
Fidelity Investments November 2011 - Present
Newmarket International 2013 - 2014
Newmarket International 2013 - 2014
Wells Fargo Bank May 2009 - July 2011
Charles Schwab November 1999 - March 2009
Charles Schwab May 2003 - August 2007
MCI Systemhouse January 1998 - November 1998
AT&T February 1996 - November 1997
Seer Technologies 1995 - 1997
IBM 1983 - 1993
Skills
SDLC, Program Management, Business Analysis, PMO, Software Project..., Project Management, MS Project, Vendor Management, PMP, Requirements Analysis, Process Improvement, Cross-functional Team..., Project Portfolio..., Visio, Agile Methodologies, Product Management, Business Requirements, Financial Services, Risk Management, Software Documentation, Software Development, Change Management, User Acceptance Testing, DB2, Mainframe, COBOL
Education
Claremont McKenna College 1975 — 1979
BA, Economics
UCLA Anderson School of Management
MBA, Finance
Nahomed Charles's Charles Schwab Experience 1997 - 1998
Job
Industry Information Technology and Services
Experience
JP Morgan Chase April 2010 - Present
JPMorgan Chase 2010 - 2010
Merrill Lynch 1998 - 2007
Charles Schwab 1997 - 1998
Mount Sinai Medical Center November 1988 - February 1997
Education
Florida Institute of Technology 2008 — 2009
City University of New York City College 1985 — 1990
JP Morgan Chase April 2010 - Present
JPMorgan Chase 2010 - 2010
Merrill Lynch 1998 - 2007
Charles Schwab 1997 - 1998
Mount Sinai Medical Center November 1988 - February 1997
Education
Florida Institute of Technology 2008 — 2009
City University of New York City College 1985 — 1990
Janelle Bryant's Charles Schwab Experience June 1999 - May 2001
Job Healthcare IT Project Manager ~ EHR Implementation & Data Analytics
Industry Information Technology and Services
Experience
Merrill Lynch September 2004 - Present
Ernst & Young November 2001 - November 2003
Charles Schwab June 1999 - May 2001
Skills
Series 7, Series 63, Uniform Combined State..., Series 65, FINRA, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Series 24, Equities, Fixed Income, ETFs, Investments
Education
Clark Atlanta University 1995 — 1999
Psychology
Merrill Lynch September 2004 - Present
Ernst & Young November 2001 - November 2003
Charles Schwab June 1999 - May 2001
Skills
Series 7, Series 63, Uniform Combined State..., Series 65, FINRA, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Series 24, Equities, Fixed Income, ETFs, Investments
Education
Clark Atlanta University 1995 — 1999
Psychology
Michael Brietzke's Charles Schwab Experience July 1989 - Present
Job Technical Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 1989 - Present
Charles Schwab 2006 - 2009
Skills
Agile Methodologies, C#, Enterprise Architecture, Requirements Analysis, Software Project...
Education
Central Texas College 1977 — 1980
Technical Degree, Computer Science
Charles Schwab July 1989 - Present
Charles Schwab 2006 - 2009
Skills
Agile Methodologies, C#, Enterprise Architecture, Requirements Analysis, Software Project...
Education
Central Texas College 1977 — 1980
Technical Degree, Computer Science
Ken Pinaroc's Charles Schwab Experience May 2000 - October 2001
Job I.T. Security Analyst, User Access Administration
Industry Information Technology and Services
Experience
State Compensation Insurance Fund 2009 - Present
State Compensation Insurance Fund 2005 - 2009
State Compensation Insurance Fund 2003 - 2005
The People Connection 2001 - 2003
Charles Schwab May 2000 - October 2001
Skills
End User Support, Security Awareness, Security, Risk Assessment, Active Directory, VPN, Access, Networking, Technical Support, Hardware, Information Technology, Troubleshooting
Education
City College of San Francisco
Associate of Arts (A.A.), Computers and General Education
State Compensation Insurance Fund 2009 - Present
State Compensation Insurance Fund 2005 - 2009
State Compensation Insurance Fund 2003 - 2005
The People Connection 2001 - 2003
Charles Schwab May 2000 - October 2001
Skills
End User Support, Security Awareness, Security, Risk Assessment, Active Directory, VPN, Access, Networking, Technical Support, Hardware, Information Technology, Troubleshooting
Education
City College of San Francisco
Associate of Arts (A.A.), Computers and General Education
Pauline Peterkin's Charles Schwab Experience April 1997 - Present
Job Sr. Manager, Securities lending/Settlement operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1997 - Present
Charles Schwab April 1997 - Present
Education
City University of New York-Brooklyn College
Computer Science
LaGuardia Community College
Long Island University, Brooklyn Campus
Computer Science
Charles Schwab April 1997 - Present
Charles Schwab April 1997 - Present
Education
City University of New York-Brooklyn College
Computer Science
LaGuardia Community College
Long Island University, Brooklyn Campus
Computer Science
Grace Klingler's Charles Schwab Experience July 2000 - June 2009
Job Operations/Accounting Support at SR Travel
Industry Leisure, Travel & Tourism
Experience
SR Travel July 2009 - Present
Charles Schwab July 2000 - June 2009
Skills
Travel Management, Sabre, Contract Negotiation, Customer Service, Ticketing, Event Management, Tourism, Business Travel, Hospitality, Hotels
Education
City College of San Francisco
Travel and Tourism
Crownmark Travel School
SR Travel July 2009 - Present
Charles Schwab July 2000 - June 2009
Skills
Travel Management, Sabre, Contract Negotiation, Customer Service, Ticketing, Event Management, Tourism, Business Travel, Hospitality, Hotels
Education
City College of San Francisco
Travel and Tourism
Crownmark Travel School
Dalonna Ingram's Charles Schwab Experience October 2006 - October 2008
Job Talent Aquisition
Industry Food & Beverages
Experience
Sysco August 2014 - June 2015
Strayer University June 2010 - August 2014
Charles Schwab October 2006 - October 2008
Wells Fargo May 2005 - October 2006
Wells Fargo 2005 - 2006
Pacific Gas and Electric Company 2003 - 2005
Charles Schwab 2000 - 2001
Skills
Customer Service, Time Management, Teamwork, Higher Education, Public Speaking, PeopleSoft, Event Planning, Microsoft Office, Outlook, Staff Development, Training, Nonprofits, Access, Microsoft Excel, College Recruiting, Leadership Development, Leadership, Recruiting, E-Learning, Coaching
Education
University of Phoenix 2005 — 2007
Business Management
City College of San Francisco
Associate of Arts (AA), Paralegal Studies
Sysco August 2014 - June 2015
Strayer University June 2010 - August 2014
Charles Schwab October 2006 - October 2008
Wells Fargo May 2005 - October 2006
Wells Fargo 2005 - 2006
Pacific Gas and Electric Company 2003 - 2005
Charles Schwab 2000 - 2001
Skills
Customer Service, Time Management, Teamwork, Higher Education, Public Speaking, PeopleSoft, Event Planning, Microsoft Office, Outlook, Staff Development, Training, Nonprofits, Access, Microsoft Excel, College Recruiting, Leadership Development, Leadership, Recruiting, E-Learning, Coaching
Education
University of Phoenix 2005 — 2007
Business Management
City College of San Francisco
Associate of Arts (AA), Paralegal Studies
Irene Young's Charles Schwab Experience June 2008 - December 2009
Job Patient Liaison, and Medical Interpreter at Trans Pacific Medicine
Industry Hospital & Health Care
Experience
Trans Pacific Medicine January 2009 - Present
Prudential Real Estate February 2003 - Present
Charles Schwab June 2008 - December 2009
IBM June 1990 - February 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Windows, Healthcare, English, Public Speaking
Education
City College of San Francisco 2009 — 2010
Credits, Medical Terminology and Atonamy, A
Stanford Health Care at Palo Alto 2009 — 2009
Internship, Medical Interpreter - Chinese Medicine
City collete of San Francisco 2008 — 2009
Certificate, Health Care Interpreter, A
National Chengchi University
Bachelor's Degree, Linguistics, A
Trans Pacific Medicine January 2009 - Present
Prudential Real Estate February 2003 - Present
Charles Schwab June 2008 - December 2009
IBM June 1990 - February 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Windows, Healthcare, English, Public Speaking
Education
City College of San Francisco 2009 — 2010
Credits, Medical Terminology and Atonamy, A
Stanford Health Care at Palo Alto 2009 — 2009
Internship, Medical Interpreter - Chinese Medicine
City collete of San Francisco 2008 — 2009
Certificate, Health Care Interpreter, A
National Chengchi University
Bachelor's Degree, Linguistics, A
Darrel Bayani's Charles Schwab Experience April 1996 - March 2000
Job IT Support Administrator
Industry Higher Education
Experience
Stanford University January 2013 - Present
Apollo Group August 2006 - December 2012
Alaska Airlines August 2003 - February 2006
Razorfish March 2000 - May 2003
Charles Schwab April 1996 - March 2000
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Process Improvement, Outlook, Project Management, Training, Access, Leadership, Microsoft Word, Time Management, Event Planning, Operations Management, Team Building, Visio, Public Speaking, Teamwork, Social Media, Social Networking, Mac OS X, Windows 7, Adobe Creative Suite, Solaris, Unix, Linux, OS X, Salesforce.com, Windows, Active Directory, Servers, Troubleshooting, Operating Systems, Databases
Education
City College of San Francisco
Stanford University January 2013 - Present
Apollo Group August 2006 - December 2012
Alaska Airlines August 2003 - February 2006
Razorfish March 2000 - May 2003
Charles Schwab April 1996 - March 2000
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Process Improvement, Outlook, Project Management, Training, Access, Leadership, Microsoft Word, Time Management, Event Planning, Operations Management, Team Building, Visio, Public Speaking, Teamwork, Social Media, Social Networking, Mac OS X, Windows 7, Adobe Creative Suite, Solaris, Unix, Linux, OS X, Salesforce.com, Windows, Active Directory, Servers, Troubleshooting, Operating Systems, Databases
Education
City College of San Francisco
Matiana Barrera's Charles Schwab Experience October 2000 - Present
Job Volunteer Boy Scouts of America
Industry Financial Services
Experience
Boy Scouts of America August 2013 - Present
Charles Schwab October 2000 - Present
Levi Strauss & Co., Inc February 1995 - April 1999
Skills
Financial Services, Product Management, Investments
Education
City College of San Francisco
Associate of Science (A.S.), Biochemistry
Boy Scouts of America August 2013 - Present
Charles Schwab October 2000 - Present
Levi Strauss & Co., Inc February 1995 - April 1999
Skills
Financial Services, Product Management, Investments
Education
City College of San Francisco
Associate of Science (A.S.), Biochemistry
Louis Romero's Charles Schwab Experience January 1997 - March 2001
Job Apps System Engineer 5 at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2015 - Present
State Compensation Insurance Fund July 2014 - June 2015
WCIRB of California February 2012 - May 2013
Wells Fargo Bank February 2009 - December 2011
Wells Fargo Bank November 2007 - April 2008
Charles Schwab & Co., Inc. August 2006 - August 2007
Wells Fago Bank October 2003 - June 2006
Charles Schwab & Co., Inc. June 2002 - November 2002
Bank of America June 2001 - May 2002
Charles Schwab January 1997 - March 2001
Skills
JCL, DB2, Easytrieve, Fileaid, Endevor, COBOL, CICS, VSAM, Intertest, Expiditer, Business Requirements, Business Analysis, Requirements Analysis, Testing, Business Process, Program Management, TSO, Requirements Gathering, Software Project...
Education
City College of San Francisco
Associate Arts, Business Administration
Wells Fargo Bank June 2015 - Present
State Compensation Insurance Fund July 2014 - June 2015
WCIRB of California February 2012 - May 2013
Wells Fargo Bank February 2009 - December 2011
Wells Fargo Bank November 2007 - April 2008
Charles Schwab & Co., Inc. August 2006 - August 2007
Wells Fago Bank October 2003 - June 2006
Charles Schwab & Co., Inc. June 2002 - November 2002
Bank of America June 2001 - May 2002
Charles Schwab January 1997 - March 2001
Skills
JCL, DB2, Easytrieve, Fileaid, Endevor, COBOL, CICS, VSAM, Intertest, Expiditer, Business Requirements, Business Analysis, Requirements Analysis, Testing, Business Process, Program Management, TSO, Requirements Gathering, Software Project...
Education
City College of San Francisco
Associate Arts, Business Administration
Anthony Cleary's Charles Schwab Experience 2014 - Present
Job Managing Director, Relationship Management at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Charles Schwab April 2011 - Present
Fidelity Investments/National Financial June 2005 - May 2010
Fidelity Investments June 2004 - June 2005
Fidelity Investments February 2001 - June 2004
Banc of America Inv. Serv., Inc September 1993 - February 2001
Kidder, Peabody & Co., Inc December 1990 - September 1993
Skills
Investments, Series 7, Securities, Equities, Series 63, Mutual Funds
Education
Central Washington University
B.S, Finance
Highline College
A.A, accounting
Charles Schwab 2014 - Present
Charles Schwab April 2011 - Present
Fidelity Investments/National Financial June 2005 - May 2010
Fidelity Investments June 2004 - June 2005
Fidelity Investments February 2001 - June 2004
Banc of America Inv. Serv., Inc September 1993 - February 2001
Kidder, Peabody & Co., Inc December 1990 - September 1993
Skills
Investments, Series 7, Securities, Equities, Series 63, Mutual Funds
Education
Central Washington University
B.S, Finance
Highline College
A.A, accounting
Ricki Rubin's Charles Schwab Experience October 1997 - October 2005
Job Housing Coordinator at Churchill Corporate Services
Industry Hospitality
Experience
Churchill Living July 2008 - Present
Self-Employed June 2006 - December 2007
Charles Schwab October 1997 - October 2005
Skills
Corporate Housing, Customer Service, Customer Satisfaction, Student Housing, Lodging, Outlook, Apartments, Serviced Apartments, Microsoft Excel, Account Management, Microsoft Office, Selling, Rentals, Real Estate, Microsoft Word, Property Management, PowerPoint, Sales, Hospitality, Leases, Contract Negotiation, Marketing, Relocation, Negotiation
Education
City University of New York-Brooklyn College 1976 — 1982
BA, Speech Pathology & Audiology
Churchill Living July 2008 - Present
Self-Employed June 2006 - December 2007
Charles Schwab October 1997 - October 2005
Skills
Corporate Housing, Customer Service, Customer Satisfaction, Student Housing, Lodging, Outlook, Apartments, Serviced Apartments, Microsoft Excel, Account Management, Microsoft Office, Selling, Rentals, Real Estate, Microsoft Word, Property Management, PowerPoint, Sales, Hospitality, Leases, Contract Negotiation, Marketing, Relocation, Negotiation
Education
City University of New York-Brooklyn College 1976 — 1982
BA, Speech Pathology & Audiology
Laurie S. Lauterbach's Charles Schwab Experience April 2002 - July 2004
Job Certified Financial Planner™, Independent and Probono Financial and Event Planning Professional
Industry Financial Services
Experience
AARP - Foundation January 2007 - Present
Keystone Dance Foundation, Inc. February 2009 - February 2012
Charles Schwab April 2002 - July 2004
JPMorgan Chase June 1986 - July 2001
Skills
Asset Managment, Mutual Funds, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Tax Preparation, Tax Returns, Income Tax, Spanish, French, Certified Financial..., Personal Financial..., Travel Planning, Continuing Education, Public Lectures, Fundraising, Teaching English as a..., English grammar, Business English, Mentoring
Education
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
MBA, Finance/Management
City University of New York-Hunter College 1974 — 1976
MA, TESL
Ithaca College 1964 — 1968
BA, Sociology
AARP - Foundation January 2007 - Present
Keystone Dance Foundation, Inc. February 2009 - February 2012
Charles Schwab April 2002 - July 2004
JPMorgan Chase June 1986 - July 2001
Skills
Asset Managment, Mutual Funds, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Tax Preparation, Tax Returns, Income Tax, Spanish, French, Certified Financial..., Personal Financial..., Travel Planning, Continuing Education, Public Lectures, Fundraising, Teaching English as a..., English grammar, Business English, Mentoring
Education
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
MBA, Finance/Management
City University of New York-Hunter College 1974 — 1976
MA, TESL
Ithaca College 1964 — 1968
BA, Sociology
David Furr's Charles Schwab Experience January 2003 - December 2004
Job Sales Management / Regional Sales
Industry Financial Services
Experience
XEROX October 2010 - Present
Charles Schwab January 2003 - December 2004
Morgan Stanley January 1997 - January 2002
Eastman Kodak January 1995 - January 1997
Omnicare Inc January 1994 - January 1995
Sween Corporation January 1988 - January 1994
Bunzl Distribution January 1981 - January 1988
GTE Lighting Division January 1977 - January 1981
Xerox January 1973 - January 1977
Skills
Sales Operations, New Business Development, Sales, Start-ups, Marketing Strategy, Marketing, Customer Satisfaction, Customer Retention, Program Management, Advertising, Time Management, Solution Selling, Healthcare, Account Management, Direct Sales, Sales Process, Sales Management, Salesforce.com, Key Account Management, B2B, Cold Calling
Education
University of Kentucky 1971 — 1973
BBA Business, Economics & Marketing
University of Kentucky 1969 — 1973
Bachelor, Business Administration; Marketing and Economics
Centre College 1969 — 1971
XEROX October 2010 - Present
Charles Schwab January 2003 - December 2004
Morgan Stanley January 1997 - January 2002
Eastman Kodak January 1995 - January 1997
Omnicare Inc January 1994 - January 1995
Sween Corporation January 1988 - January 1994
Bunzl Distribution January 1981 - January 1988
GTE Lighting Division January 1977 - January 1981
Xerox January 1973 - January 1977
Skills
Sales Operations, New Business Development, Sales, Start-ups, Marketing Strategy, Marketing, Customer Satisfaction, Customer Retention, Program Management, Advertising, Time Management, Solution Selling, Healthcare, Account Management, Direct Sales, Sales Process, Sales Management, Salesforce.com, Key Account Management, B2B, Cold Calling
Education
University of Kentucky 1971 — 1973
BBA Business, Economics & Marketing
University of Kentucky 1969 — 1973
Bachelor, Business Administration; Marketing and Economics
Centre College 1969 — 1971
Chona Alaguena's Charles Schwab Experience February 2008 - May 2008
Job Accounting Professional
Industry Accounting
Experience
Kinetics March 2011 - October 2011
R.D.N.A Financial Group February 2009 - December 2010
Wells Fargo Insurance Services June 2008 - January 2009
Charles Schwab February 2008 - May 2008
City Hall of Tracy January 2007 - July 2007
A & A lending September 2004 - December 2006
Alameda Alliance for Health January 2004 - September 2004
Just Desserts June 2003 - January 2004
Ikon Office Solutions February 2002 - June 2003
Education
Chabot College 2006 — 2007
Accounting
Kinetics March 2011 - October 2011
R.D.N.A Financial Group February 2009 - December 2010
Wells Fargo Insurance Services June 2008 - January 2009
Charles Schwab February 2008 - May 2008
City Hall of Tracy January 2007 - July 2007
A & A lending September 2004 - December 2006
Alameda Alliance for Health January 2004 - September 2004
Just Desserts June 2003 - January 2004
Ikon Office Solutions February 2002 - June 2003
Education
Chabot College 2006 — 2007
Accounting
David Sayles's Charles Schwab Experience January 1992 - May 2013
Job Unemployed
Industry Financial Services
Experience
Charles Schwab January 1992 - May 2013
Skills
Asset Management, Wealth Management, Investment Strategies, Series 7, Asset Allocation, Retirement Planning, Securities, Investment Advisory, Mutual Funds, Investments
Education
Central Washington University 1983 — 1986
Bachelor’s Degree, Business Administration and Management, General
Charles Schwab January 1992 - May 2013
Skills
Asset Management, Wealth Management, Investment Strategies, Series 7, Asset Allocation, Retirement Planning, Securities, Investment Advisory, Mutual Funds, Investments
Education
Central Washington University 1983 — 1986
Bachelor’s Degree, Business Administration and Management, General
Vinayak Arya's Charles Schwab Experience July 2015 - Present
Job Program Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2015 - Present
Wipro Promax Analytics Solutions June 2014 - July 2015
Asurion November 2011 - May 2014
Bridgeline Digital April 2011 - October 2011
Skills
ASP.NET, ASP.NET MVC, JavaScript, Agile Methodologies, AJAX, Web Applications, Microsoft SQL Server, jQuery, jQuery UI, JavaScriptMVC, HTML5, CSS, LESS, Bootstrap, Kendo, WCF, NUnit, ADO.NET, LINQ, Entity Framework, JIRA, HP Quality Center, JSON, IIS, AngularJS, RequireJS, TFS, SEO, SQL, SDLC, Requirements Analysis, Oracle, XML
Education
City University of New York City College 2009 — 2010
Master's Degree
Charles Schwab July 2015 - Present
Wipro Promax Analytics Solutions June 2014 - July 2015
Asurion November 2011 - May 2014
Bridgeline Digital April 2011 - October 2011
Skills
ASP.NET, ASP.NET MVC, JavaScript, Agile Methodologies, AJAX, Web Applications, Microsoft SQL Server, jQuery, jQuery UI, JavaScriptMVC, HTML5, CSS, LESS, Bootstrap, Kendo, WCF, NUnit, ADO.NET, LINQ, Entity Framework, JIRA, HP Quality Center, JSON, IIS, AngularJS, RequireJS, TFS, SEO, SQL, SDLC, Requirements Analysis, Oracle, XML
Education
City University of New York City College 2009 — 2010
Master's Degree
Bryan Needham's Charles Schwab Experience January 2014 - Present
Job Technical Support at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 2014 - Present
Geek Squad August 2011 - Present
GoDaddy.com January 2010 - March 2011
YETC April 2007 - January 2010
Skills
Customer Service, Technology, Technical Support
Education
Chandler/Gilbert Community College 2011 — 2014
Charles Schwab January 2014 - Present
Geek Squad August 2011 - Present
GoDaddy.com January 2010 - March 2011
YETC April 2007 - January 2010
Skills
Customer Service, Technology, Technical Support
Education
Chandler/Gilbert Community College 2011 — 2014
Edith Davis's Charles Schwab Experience October 2014 - Present
Job Associate Operations Retirement Services
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Nationstar Mortgage December 2011 - January 2014
Univita Health (Long Term Care Group) April 2007 - December 2011
Indiana Business College November 2004 - March 2007
Skills
Customer Service, Mortgage Lending, Leadership, Mortgage Banking, Microsoft Office, Mortgage Servicing, Loans, Credit, Microsoft Excel, Banking, Residential Mortgages, Training, Loss Mitigation, Finance, Refinance, Lotus Notes, Loan Origination, PowerPoint, Financial Analysis, FHA, Microsoft Word, Access, Building Relationships, Cross-functional Team..., Long-term Customer..., Telephony, Teaching Adults, Coaching Staff, SME development, Claims Handling, Long Term Care Insurance, Property & Casualty..., Collections, Fannie Mae, FHLMC, Debt Management, Cross Functional Team..., Diversity Training, People Skills, Qualified Retirement..., Retirement Savings, Securities, Mutual Funds, Coaching
Education
Central State University
Bachelor of Science (B.S.), Social Work
Central State University
B.A. , Social Work
Charles Schwab October 2014 - Present
Nationstar Mortgage December 2011 - January 2014
Univita Health (Long Term Care Group) April 2007 - December 2011
Indiana Business College November 2004 - March 2007
Skills
Customer Service, Mortgage Lending, Leadership, Mortgage Banking, Microsoft Office, Mortgage Servicing, Loans, Credit, Microsoft Excel, Banking, Residential Mortgages, Training, Loss Mitigation, Finance, Refinance, Lotus Notes, Loan Origination, PowerPoint, Financial Analysis, FHA, Microsoft Word, Access, Building Relationships, Cross-functional Team..., Long-term Customer..., Telephony, Teaching Adults, Coaching Staff, SME development, Claims Handling, Long Term Care Insurance, Property & Casualty..., Collections, Fannie Mae, FHLMC, Debt Management, Cross Functional Team..., Diversity Training, People Skills, Qualified Retirement..., Retirement Savings, Securities, Mutual Funds, Coaching
Education
Central State University
Bachelor of Science (B.S.), Social Work
Central State University
B.A. , Social Work
Harriet Anderson's Charles Schwab Experience August 1990 - January 1999
Job
Industry Financial Services
Experience
Anderson TAP April 2009 - Present
H&R Block January 2006 - April 2011
PNC Investments June 2000 - June 2003
Charles Schwab August 1990 - January 1999
Skills
Microsoft Office, Research, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Project Management, Social Media, Event Planning, Accounting
Education
City University of New York
Bachelor's degree, Finance, General
Anderson TAP April 2009 - Present
H&R Block January 2006 - April 2011
PNC Investments June 2000 - June 2003
Charles Schwab August 1990 - January 1999
Skills
Microsoft Office, Research, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Project Management, Social Media, Event Planning, Accounting
Education
City University of New York
Bachelor's degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank