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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Charles Schwab Employees
Employee
Years
Job
Industry
Donnamarie Randolph Donnamarie Randolph's Charles Schwab Experience August 2014 - Present
Job Retirement Plan Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Bank of America September 2012 - October 2013
Bank of America March 2010 - September 2012
Skills
Customer Service, Microsoft Office, Telecommunications, Telephone Skills, Data Entry, PowerPoint, Customer Advocacy, Marketing, Presentations, Training, Customer Retention, Leadership, Customer Experience, Team Leadership, Banking, Critical Thinking, Account Management, Public Speaking, Sales, Call Centers, Team Building, Customer Satisfaction
Education
Cleveland State University 2001 — 2003
Bachelor of Arts (B.A.), Psychology
Charles Schwab August 2014 - Present
Bank of America September 2012 - October 2013
Bank of America March 2010 - September 2012
Skills
Customer Service, Microsoft Office, Telecommunications, Telephone Skills, Data Entry, PowerPoint, Customer Advocacy, Marketing, Presentations, Training, Customer Retention, Leadership, Customer Experience, Team Leadership, Banking, Critical Thinking, Account Management, Public Speaking, Sales, Call Centers, Team Building, Customer Satisfaction
Education
Cleveland State University 2001 — 2003
Bachelor of Arts (B.A.), Psychology
Hal Paul Hal Paul's Charles Schwab Experience August 2014 - Present
Job Director of Finance, Client Solutions Group at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Western Union 2012 - 2014
Western Union 2010 - 2012
Western Union 2007 - 2010
Western Union 2006 - 2007
Western Union 2002 - 2005
Keane 2000 - 2002
Bloomberg 1992 - 1998
Skills
Start-ups, Credit Cards, Business Analysis, Finance, Forecasting, Financial Analysis, Leadership, Strategy, Outsourcing, Management, Financial Modeling, Entrepreneurship, Acquisition Integration, Strategic Planning, Analysis, Mergers, Risk Management, Budgets, Venture Capital, Mergers & Acquisitions, Change Management, Payments, Due Diligence, Debit Cards
Education
Colby College
BA, English
University of Notre Dame - Mendoza College of Business
MBA, Finance
Charles Schwab August 2014 - Present
Western Union 2012 - 2014
Western Union 2010 - 2012
Western Union 2007 - 2010
Western Union 2006 - 2007
Western Union 2002 - 2005
Keane 2000 - 2002
Bloomberg 1992 - 1998
Skills
Start-ups, Credit Cards, Business Analysis, Finance, Forecasting, Financial Analysis, Leadership, Strategy, Outsourcing, Management, Financial Modeling, Entrepreneurship, Acquisition Integration, Strategic Planning, Analysis, Mergers, Risk Management, Budgets, Venture Capital, Mergers & Acquisitions, Change Management, Payments, Due Diligence, Debit Cards
Education
Colby College
BA, English
University of Notre Dame - Mendoza College of Business
MBA, Finance
Brandon Kennedy Brandon Kennedy's Charles Schwab Experience September 2011 - December 2011
Job Project Costing Analyst at OIA Global
Industry Financial Services
Experience
OIA Global October 2014 - Present
Altus Group March 2014 - September 2014
University of Phoenix December 2011 - March 2014
Property Angels/Integrated Residential Company June 2012 - October 2013
Charles Schwab September 2011 - December 2011
nordboards.com August 2010 - August 2011
California Rural Legal Assistance January 2010 - June 2010
Movegreen June 2008 - June 2010
Skills
Financial Analysis, Training, Real Estate, Customer Service, Management, Finance, Market Analysis, Sales Presentations, Microsoft Excel, Strategy, Public Speaking, Strategic Financial..., Leadership, Analysis, Microsoft Office, Investment Properties, Marketing Communications, Real Estate Transactions, Writing, Coaching, Strategic Planning, Team Building, Real Estate Economics, Brokerage, Listings, Buyer Representation, Short Sales, Sales, Supply Chain Management, Procurement, Project Management
Education
College for Financial Planning 2013 — 2014
Graduate Certificate - Financial Analysis, Financial Planning and Services
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, Global Studies
OIA Global October 2014 - Present
Altus Group March 2014 - September 2014
University of Phoenix December 2011 - March 2014
Property Angels/Integrated Residential Company June 2012 - October 2013
Charles Schwab September 2011 - December 2011
nordboards.com August 2010 - August 2011
California Rural Legal Assistance January 2010 - June 2010
Movegreen June 2008 - June 2010
Skills
Financial Analysis, Training, Real Estate, Customer Service, Management, Finance, Market Analysis, Sales Presentations, Microsoft Excel, Strategy, Public Speaking, Strategic Financial..., Leadership, Analysis, Microsoft Office, Investment Properties, Marketing Communications, Real Estate Transactions, Writing, Coaching, Strategic Planning, Team Building, Real Estate Economics, Brokerage, Listings, Buyer Representation, Short Sales, Sales, Supply Chain Management, Procurement, Project Management
Education
College for Financial Planning 2013 — 2014
Graduate Certificate - Financial Analysis, Financial Planning and Services
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, Global Studies
Derrick Barkley, CRPC® Derrick Barkley, CRPC®'s Charles Schwab Experience May 2004 - February 2006
Job Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2006 - June 2013
Charles Schwab May 2004 - February 2006
Morgan Stanley April 2002 - July 2003
Skills
Economics, Fixed Annuities, Financial Advisory, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth, Securities, Investment Advisory, 401k, Alternative Investments, Asset Allocation, Banking, FINRA, Finance, Investment Strategies, Retirement, Retirement Planning, Financial Services, Uniform Combined State..., Fixed Income, Investments, Equities, Portfolio Management, Asset Management, Managed Futures, IRAs, Internal Audit, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Millersville University of Pennsylvania 1986 — 1989
B.A., Economics
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2006 - June 2013
Charles Schwab May 2004 - February 2006
Morgan Stanley April 2002 - July 2003
Skills
Economics, Fixed Annuities, Financial Advisory, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth, Securities, Investment Advisory, 401k, Alternative Investments, Asset Allocation, Banking, FINRA, Finance, Investment Strategies, Retirement, Retirement Planning, Financial Services, Uniform Combined State..., Fixed Income, Investments, Equities, Portfolio Management, Asset Management, Managed Futures, IRAs, Internal Audit, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Millersville University of Pennsylvania 1986 — 1989
B.A., Economics
Becky Neils CFP® Becky Neils CFP®'s Charles Schwab Experience January 2006 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2006 - Present
Charles Schwab August 2001 - December 2005
Charles Schwab May 2000 - July 2001
Skills
Series 63, Wealth Management, Retirement Planning, ETFs, Asset Allocation, Mutual Funds, Separately Managed..., Investment Strategies, Series 7, Series 65, Asset Management, Retirement, Securities, Financial Services, Finance, Financial Planning
Education
College for Financial Planning 2009 — 2010
CFP®, Financial Planning
University of Colorado Denver 1998 — 2002
Masters, Masters of Science, Marketing and Certificate of Entrepreneurship
Texas Christian University 1988 — 1992
Bachelors, Business
Naperville Central High School 1983 — 1987
Charles Schwab January 2006 - Present
Charles Schwab August 2001 - December 2005
Charles Schwab May 2000 - July 2001
Skills
Series 63, Wealth Management, Retirement Planning, ETFs, Asset Allocation, Mutual Funds, Separately Managed..., Investment Strategies, Series 7, Series 65, Asset Management, Retirement, Securities, Financial Services, Finance, Financial Planning
Education
College for Financial Planning 2009 — 2010
CFP®, Financial Planning
University of Colorado Denver 1998 — 2002
Masters, Masters of Science, Marketing and Certificate of Entrepreneurship
Texas Christian University 1988 — 1992
Bachelors, Business
Naperville Central High School 1983 — 1987
Jared Robertson Jared Robertson's Charles Schwab Experience November 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Wells Fargo Advisors October 2012 - October 2014
UPS April 2001 - October 2012
US Army March 2002 - March 2004
Skills
Series 7, Series 66, Life and Health...
Education
Cleveland State University 2006 — 2012
Bachelor of Arts (B.A.), Economics
Charles Schwab November 2014 - Present
Wells Fargo Advisors October 2012 - October 2014
UPS April 2001 - October 2012
US Army March 2002 - March 2004
Skills
Series 7, Series 66, Life and Health...
Education
Cleveland State University 2006 — 2012
Bachelor of Arts (B.A.), Economics
Barbara Collins Barbara Collins's Charles Schwab Experience November 1996 - July 2008
Job
Industry Financial Services
Experience
Fidelity Investments April 2010 - January 2014
Bedell Frazier Investment Counselling July 2008 - March 2010
Charles Schwab November 1996 - July 2008
Merrill Lynch July 1983 - January 1992
Skills
Microsoft Word, Certified Financial..., Retirement Planning, Investments, 401k, IRAs, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Wealth Management, Customer Retention, Brand Ambassadors, Customer Service, Relationship Marketing, Relationship Management, Financial Services, Investment Strategies, Management, Retirement, Financial Planning, Strategic Planning, Portfolio Management
Education
College for Financial Planning
Diablo Valley College
Golden Gate University
Fidelity Investments April 2010 - January 2014
Bedell Frazier Investment Counselling July 2008 - March 2010
Charles Schwab November 1996 - July 2008
Merrill Lynch July 1983 - January 1992
Skills
Microsoft Word, Certified Financial..., Retirement Planning, Investments, 401k, IRAs, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Wealth Management, Customer Retention, Brand Ambassadors, Customer Service, Relationship Marketing, Relationship Management, Financial Services, Investment Strategies, Management, Retirement, Financial Planning, Strategic Planning, Portfolio Management
Education
College for Financial Planning
Diablo Valley College
Golden Gate University
Ethan Broga, CFP®, MS Ethan Broga, CFP®, MS's Charles Schwab Experience September 1999 - September 2003
Job Principal at Empirical Wealth Management
Industry Financial Services
Experience
Empirical Wealth Management September 2003 - Present
Charles Schwab September 1999 - September 2003
Skills
Retirement Planning
Education
College for Financial Planning 2006 — 2008
Master of Science, Personal Financial Planning
Washington State University 1991 — 1995
BA, Business Administration (Finance)
Scuola di Lingua e Cultura per Stranieri, Siena, Italy
Empirical Wealth Management September 2003 - Present
Charles Schwab September 1999 - September 2003
Skills
Retirement Planning
Education
College for Financial Planning 2006 — 2008
Master of Science, Personal Financial Planning
Washington State University 1991 — 1995
BA, Business Administration (Finance)
Scuola di Lingua e Cultura per Stranieri, Siena, Italy
Pierre Bossaert, CFP®, MS, MPAS Pierre Bossaert, CFP®, MS, MPAS's Charles Schwab Experience 2000 - 2001
Job Group Product Manager | Vice President | Head of Digital Advice Solutions at US Bancorp Investment Inc
Industry Information Technology and Services
Experience
US Bancorp Investment Inc July 2015 - Present
EMstart September 2014 - Present
Granite Solutions Groupe, Inc. May 2015 - July 2015
Fiserv 2010 - March 2014
AdviceAmerica 2005 - 2010
Charles Schwab & Co., Inc. 2001 - 2005
Charles Schwab 2000 - 2001
Charles Schwab & Co., Inc. 1994 - 2000
Skills
Product Management, Business Intelligence, Financial Services, Wealth Management, Strategic Financial..., Leadership, Software Development, Vendor Management, Requirements Analysis, Requirements Management, Management, Project Management, Product Development, Business Analysis, Business Requirements, Holistic Financial..., Product Marketing, Asset Management, SaaS, Pragmatic Marketing..., Certified Financial..., FPA, User Interface Design, Strategy, Enterprise Software, Integration, Project Planning, Team Leadership, Development Of Employees, Strategic Planning, Emerging Technologies, PaaS, Portfolio Management, Risk Management, P&L Management, Strategic Partnerships, Competitive Analysis, RUP Methodologies, Agile Methodologies, Scrum, Creative Problem Solving, Executive Management, Financial Planning
Education
College for Financial Planning
Master's Degree, Personal Financial Planning
Santa Clara University
Bachelor's Degree, Psychology
Stanford University
Advanced Project Management Program
US Bancorp Investment Inc July 2015 - Present
EMstart September 2014 - Present
Granite Solutions Groupe, Inc. May 2015 - July 2015
Fiserv 2010 - March 2014
AdviceAmerica 2005 - 2010
Charles Schwab & Co., Inc. 2001 - 2005
Charles Schwab 2000 - 2001
Charles Schwab & Co., Inc. 1994 - 2000
Skills
Product Management, Business Intelligence, Financial Services, Wealth Management, Strategic Financial..., Leadership, Software Development, Vendor Management, Requirements Analysis, Requirements Management, Management, Project Management, Product Development, Business Analysis, Business Requirements, Holistic Financial..., Product Marketing, Asset Management, SaaS, Pragmatic Marketing..., Certified Financial..., FPA, User Interface Design, Strategy, Enterprise Software, Integration, Project Planning, Team Leadership, Development Of Employees, Strategic Planning, Emerging Technologies, PaaS, Portfolio Management, Risk Management, P&L Management, Strategic Partnerships, Competitive Analysis, RUP Methodologies, Agile Methodologies, Scrum, Creative Problem Solving, Executive Management, Financial Planning
Education
College for Financial Planning
Master's Degree, Personal Financial Planning
Santa Clara University
Bachelor's Degree, Psychology
Stanford University
Advanced Project Management Program
Julie Muravin Julie Muravin's Charles Schwab Experience July 2010 - Present
Job Defined Benefits Senior Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2010 - Present
Skills
Customer Relations, Processes Development, Process Improvement, Data Analysis, Strategic Planning, Communication, Research, Project Management, Microsoft Excel, MS Excel Pivot Tables, ProVal
Education
Cleveland State University 2008 — 2008
Master of Business Administration (MBA)
John Carroll University 1998 — 2003
Bachelor of Science in Business Administration, Finance, General
Charles Schwab July 2010 - Present
Skills
Customer Relations, Processes Development, Process Improvement, Data Analysis, Strategic Planning, Communication, Research, Project Management, Microsoft Excel, MS Excel Pivot Tables, ProVal
Education
Cleveland State University 2008 — 2008
Master of Business Administration (MBA)
John Carroll University 1998 — 2003
Bachelor of Science in Business Administration, Finance, General
Julia Grose, AAMS® Julia Grose, AAMS®'s Charles Schwab Experience November 2013 - Present
Job Attended Northern Arizona University
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
The Boulders, A Waldorf Astoria Resort June 2013 - October 2013
Ashley Furniture Industries January 2012 - June 2013
Skills
Series 7, Series 66, Retirement, 401k, Uniform Combined State..., Term Life Insurance, Mutual Funds, Life Insurance, Leadership, Human Resources, Customer Service, Disability Insurance, Event Management, Event Planning
Education
Northern Arizona University 2009 — 2013
BS Hotel Restaurant Management
College for Financial Planning
AAMS
Charles Schwab November 2013 - Present
The Boulders, A Waldorf Astoria Resort June 2013 - October 2013
Ashley Furniture Industries January 2012 - June 2013
Skills
Series 7, Series 66, Retirement, 401k, Uniform Combined State..., Term Life Insurance, Mutual Funds, Life Insurance, Leadership, Human Resources, Customer Service, Disability Insurance, Event Management, Event Planning
Education
Northern Arizona University 2009 — 2013
BS Hotel Restaurant Management
College for Financial Planning
AAMS
Laura Bierbrauer Laura Bierbrauer's Charles Schwab Experience July 2011 - November 2014
Job Senior Director, Sales Enablement & Leadership Development at Equinix
Industry Computer Software
Experience
Equinix November 2014 - Present
Charles Schwab July 2011 - November 2014
VMware December 2009 - January 2011
Adobe Systems May 2008 - December 2009
Adobe Systems Inc. October 2005 - May 2008
Apple Computer August 2004 - October 2005
Hewlett Packard January 2000 - May 2004
SGI 1997 - 1999
Skills
Strategy, Cross-functional Team..., Marketing Communications, Sales Enablement, Product Launch, Messaging, Go-to-market Strategy, CRM, Solution Selling, B2B Marketing, Communication Training, Direct Marketing, Corporate Communications
Education
Colby College 1991 — 1994
Equinix November 2014 - Present
Charles Schwab July 2011 - November 2014
VMware December 2009 - January 2011
Adobe Systems May 2008 - December 2009
Adobe Systems Inc. October 2005 - May 2008
Apple Computer August 2004 - October 2005
Hewlett Packard January 2000 - May 2004
SGI 1997 - 1999
Skills
Strategy, Cross-functional Team..., Marketing Communications, Sales Enablement, Product Launch, Messaging, Go-to-market Strategy, CRM, Solution Selling, B2B Marketing, Communication Training, Direct Marketing, Corporate Communications
Education
Colby College 1991 — 1994
Jonathan Yeh, AAMS® Jonathan Yeh, AAMS®'s Charles Schwab Experience May 2008 - May 2012
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2013 - Present
Professional Tennis Registry June 2004 - Present
Scottrade August 2012 - June 2013
Charles Schwab May 2008 - May 2012
Charles Schwab & Co., Inc June 2011 - April 2012
Jackson National Life July 2010 - June 2011
Charles Schwab & Co., Inc July 2008 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Retirement Planning, Financial Analysis, Wealth Management, Asset Allocation, Retirement, Alternative Investments, Variable Annuities, Equity Indexed Annuities, Options Strategies, Options, Technical Analysis, Fundamental Analysis, Securities, Finance, Equities, Uniform Combined State..., Financial Services, FINRA
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist
Arapahoe High School
NorthStar Securities, LLC June 2013 - Present
Professional Tennis Registry June 2004 - Present
Scottrade August 2012 - June 2013
Charles Schwab May 2008 - May 2012
Charles Schwab & Co., Inc June 2011 - April 2012
Jackson National Life July 2010 - June 2011
Charles Schwab & Co., Inc July 2008 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Retirement Planning, Financial Analysis, Wealth Management, Asset Allocation, Retirement, Alternative Investments, Variable Annuities, Equity Indexed Annuities, Options Strategies, Options, Technical Analysis, Fundamental Analysis, Securities, Finance, Equities, Uniform Combined State..., Financial Services, FINRA
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist
Arapahoe High School
Jim Vermilye Jim Vermilye's Charles Schwab Experience September 1997 - April 2001
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2012 - Present
Wye Financial and Trust May 2002 - August 2012
Charles Schwab September 1997 - April 2001
Legg Mason September 1993 - September 1997
Skills
Estate Planning, Series 7, Retirement Planning, Series 63, Investments, Strategic Financial..., Asset Managment, Insurance, Risk Management, Strategic Planning
Education
College for Financial Planning 1999 — 2001
CFP, Finance, General
St. Mary's College of Maryland 1986 — 1991
BS, Economics and Political Science
Robert W. Baird & Co. August 2012 - Present
Wye Financial and Trust May 2002 - August 2012
Charles Schwab September 1997 - April 2001
Legg Mason September 1993 - September 1997
Skills
Estate Planning, Series 7, Retirement Planning, Series 63, Investments, Strategic Financial..., Asset Managment, Insurance, Risk Management, Strategic Planning
Education
College for Financial Planning 1999 — 2001
CFP, Finance, General
St. Mary's College of Maryland 1986 — 1991
BS, Economics and Political Science
Erin M Goergen, CFP® Erin M Goergen, CFP®'s Charles Schwab Experience 2006 - May 2013
Job Wealth Manager
Industry Financial Services
Experience
Dynamic Wealth Advisors LLC August 2013 - Present
Charles Schwab 2006 - May 2013
M&I Wealth Management 2003 - 2006
M&I Bank 2001 - 2003
M&I Institutional Trust Services 2000 - 2001
Skills
Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Investment Strategies, Series 7, Strategic Planning, Investment Advisory, Retirement Planning, Estate Planning, Finance, Retirement, 401k, Financial Planning
Education
University of Wisconsin-Milwaukee
Bachelor's Business Administration, Finance and Accounting
College for Financial Planning
Financial Planning
Marquette University High School
Dynamic Wealth Advisors LLC August 2013 - Present
Charles Schwab 2006 - May 2013
M&I Wealth Management 2003 - 2006
M&I Bank 2001 - 2003
M&I Institutional Trust Services 2000 - 2001
Skills
Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Investment Strategies, Series 7, Strategic Planning, Investment Advisory, Retirement Planning, Estate Planning, Finance, Retirement, 401k, Financial Planning
Education
University of Wisconsin-Milwaukee
Bachelor's Business Administration, Finance and Accounting
College for Financial Planning
Financial Planning
Marquette University High School
Brian Steineman Brian Steineman's Charles Schwab Experience August 2008 - March 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2013 - Present
Charles Schwab August 2008 - March 2013
Fidelity Investments December 1993 - July 2008
IIT Research Institute 1989 - 1993
US Army 1985 - 1988
Education
Xavier University 1993 — 1994
Business Administration and Management, General
Wright State University 1989 — 1993
Bachelor of Science (B.S.), Accounting and Finance
College for Financial Planning
AAMS
TD Ameritrade February 2013 - Present
Charles Schwab August 2008 - March 2013
Fidelity Investments December 1993 - July 2008
IIT Research Institute 1989 - 1993
US Army 1985 - 1988
Education
Xavier University 1993 — 1994
Business Administration and Management, General
Wright State University 1989 — 1993
Bachelor of Science (B.S.), Accounting and Finance
College for Financial Planning
AAMS
Erich Stout, CFP ®'s Charles Schwab Experience July 2010 - May 2013
Job Wealth Advisor at Column Capital Advisors, LLC
Industry Financial Services
Experience
Column Capital Advisors, LLC June 2013 - Present
Charles Schwab July 2010 - May 2013
MainGate May 2009 - July 2010
Indiana University 2005 - 2009
St. Louis Rams May 2008 - August 2008
Column Capital Advisors, LLC June 2007 - January 2008
Skills
Investments, Trading, Customer Service, Public Speaking, Mutual Funds, Portfolio Management
Education
College for Financial Planning 2012 — 2013
CFP, Passed
Indiana University Bloomington 2005 — 2009
Bachelors, Sports Marketing and Management
Column Capital Advisors, LLC June 2013 - Present
Charles Schwab July 2010 - May 2013
MainGate May 2009 - July 2010
Indiana University 2005 - 2009
St. Louis Rams May 2008 - August 2008
Column Capital Advisors, LLC June 2007 - January 2008
Skills
Investments, Trading, Customer Service, Public Speaking, Mutual Funds, Portfolio Management
Education
College for Financial Planning 2012 — 2013
CFP, Passed
Indiana University Bloomington 2005 — 2009
Bachelors, Sports Marketing and Management
James Settle, MBA James Settle, MBA's Charles Schwab Experience August 2015 - Present
Job Finance
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab November 2013 - September 2015
Bank of America September 2012 - October 2013
Primerica December 2011 - March 2013
Aable Rents May 2008 - August 2011
Morgan Stanley May 2010 - August 2010
Educational Resource Center October 2006 - August 2007
Skills
Advertising, Finance, Life Insurance, Investments, Sales, Marketing, Strategic Financial..., Accounting, IRAs, Retirement Planning, Retirement, Financial Services, Portfolio Management, 401k, Insurance, Financial Analysis, Loans, Term Life Insurance, Customer Service, Coaching, Microsoft Excel, Leadership, Risk Management
Education
Cleveland State University 2014 — 2015
Master of Business Administration (MBA)
The University of Charleston 2008 — 2012
Bachelor's Degrees, Finance and Business Administration
Cleveland Heights High School 2004 — 2008
High school diploma
Charles Schwab August 2015 - Present
Charles Schwab November 2013 - September 2015
Bank of America September 2012 - October 2013
Primerica December 2011 - March 2013
Aable Rents May 2008 - August 2011
Morgan Stanley May 2010 - August 2010
Educational Resource Center October 2006 - August 2007
Skills
Advertising, Finance, Life Insurance, Investments, Sales, Marketing, Strategic Financial..., Accounting, IRAs, Retirement Planning, Retirement, Financial Services, Portfolio Management, 401k, Insurance, Financial Analysis, Loans, Term Life Insurance, Customer Service, Coaching, Microsoft Excel, Leadership, Risk Management
Education
Cleveland State University 2014 — 2015
Master of Business Administration (MBA)
The University of Charleston 2008 — 2012
Bachelor's Degrees, Finance and Business Administration
Cleveland Heights High School 2004 — 2008
High school diploma
Jeremy Sturm Jeremy Sturm's Charles Schwab Experience 1998 - 2001
Job Train Dispatcher
Industry Transportation/Trucking/Railroad
Experience
BNSF RAILROAD June 2014 - Present
VanDyk Mortgage January 2011 - May 2014
Clovis Civic Center 2012 - March 2013
Portales Rotary Club 2003 - 2011
High Plains Mortgage January 2006 - August 2009
Charles Schwab 1998 - 2001
Education
Eastern New Mexico University 2010 — 2012
Bachelor's degree in Business Administration, Hospitality Administration/Management
Clovis Community College 2002 — 2003
Associate's degree, General Studies, Graduated
BNSF RAILROAD June 2014 - Present
VanDyk Mortgage January 2011 - May 2014
Clovis Civic Center 2012 - March 2013
Portales Rotary Club 2003 - 2011
High Plains Mortgage January 2006 - August 2009
Charles Schwab 1998 - 2001
Education
Eastern New Mexico University 2010 — 2012
Bachelor's degree in Business Administration, Hospitality Administration/Management
Clovis Community College 2002 — 2003
Associate's degree, General Studies, Graduated
Ronnie Baldwin Ronnie Baldwin's Charles Schwab Experience August 2013 - Present
Job Bank Production Support/Remedy Data Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2013 - Present
Trace Systems August 2011 - August 2013
STG October 2008 - August 2011
Bank of America 2006 - 2009
Countrywide/Bank of America January 2007 - January 2008
TEK Systems/Countrywide January 2005 - January 2007
Alltel Communications January 2003 - January 2005
Skills
BMC Remedy, Troubleshooting, IT Service Management, Servers, Software Installation, XP, Technical Support, Lotus Notes, VPN, Help Desk Support, Security+, ITIL, Service Desk, Remedy Software, Remedy Administration, Customer Service, IT Management, Operating Systems, System Administration, Access, Security
Education
Cochise College 2009 — 2011
Associate of Science, Information Systems
University of Phoenix 2002 — 2003
A+ Certification
Glendale Community College
Charles Schwab August 2013 - Present
Trace Systems August 2011 - August 2013
STG October 2008 - August 2011
Bank of America 2006 - 2009
Countrywide/Bank of America January 2007 - January 2008
TEK Systems/Countrywide January 2005 - January 2007
Alltel Communications January 2003 - January 2005
Skills
BMC Remedy, Troubleshooting, IT Service Management, Servers, Software Installation, XP, Technical Support, Lotus Notes, VPN, Help Desk Support, Security+, ITIL, Service Desk, Remedy Software, Remedy Administration, Customer Service, IT Management, Operating Systems, System Administration, Access, Security
Education
Cochise College 2009 — 2011
Associate of Science, Information Systems
University of Phoenix 2002 — 2003
A+ Certification
Glendale Community College
Patrick Finlin MBA Patrick Finlin MBA's Charles Schwab Experience June 2014 - Present
Job Client Services Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
US Navy October 2013 - Present
US Navy November 2004 - September 2013
KeyBank December 2011 - June 2013
PNC 2004 - 2011
US Navy January 1991 - December 1994
Skills
Customer Service, Public Speaking, Budgets, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Research, Finance, Human Resources, Analysis, English, Windows, Team Building, Team Leadership, Teamwork, Team Management, Training, Operations Management, Analytics, Account Reconciliation, Brand Management, Employee Benefits, Small Business, Compliance, Consulting, Consultants, E-Learning, Economics, Managerial Finance, Financial Risk, HIPAA, Knowledge Management, Key Account Development, Key Performance..., Loans, Lead Generation, LLU, Military, Market Analysis, Negotiation, New Business Development, Contract Negotiation, Social Networking, Office Management, Office Administration, Risk Assessment, Strategic Partnerships
Education
Cleveland State University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Eastern Washington University 2002 — 2004
Bachelor of Arts (B.A.), Finance and Economics
Charles Schwab June 2014 - Present
US Navy October 2013 - Present
US Navy November 2004 - September 2013
KeyBank December 2011 - June 2013
PNC 2004 - 2011
US Navy January 1991 - December 1994
Skills
Customer Service, Public Speaking, Budgets, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Research, Finance, Human Resources, Analysis, English, Windows, Team Building, Team Leadership, Teamwork, Team Management, Training, Operations Management, Analytics, Account Reconciliation, Brand Management, Employee Benefits, Small Business, Compliance, Consulting, Consultants, E-Learning, Economics, Managerial Finance, Financial Risk, HIPAA, Knowledge Management, Key Account Development, Key Performance..., Loans, Lead Generation, LLU, Military, Market Analysis, Negotiation, New Business Development, Contract Negotiation, Social Networking, Office Management, Office Administration, Risk Assessment, Strategic Partnerships
Education
Cleveland State University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Eastern Washington University 2002 — 2004
Bachelor of Arts (B.A.), Finance and Economics
Bennett Gordon, CFP®, CFA® NMLS 1082227 Bennett Gordon, CFP®, CFA® NMLS 1082227's Charles Schwab Experience September 1999 - April 2006
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Oppenheimer & Co. May 2006 - November 2011
Charles Schwab September 1999 - April 2006
Skills
Asset Allocation, Financial Advisory, Financial Services, Investment Planning, Investment Strategies, Retirement Planning, Risk Management, Strategic Planning, Tax-Efficient Strategies, Wealth Preservation...
Education
College for Financial Planning 2014 — 2016
Master's Degree, Personal Financial Planning
Columbia College (NY) 1982 — 1986
AB, English
Wells Fargo Advisors November 2011 - Present
Oppenheimer & Co. May 2006 - November 2011
Charles Schwab September 1999 - April 2006
Skills
Asset Allocation, Financial Advisory, Financial Services, Investment Planning, Investment Strategies, Retirement Planning, Risk Management, Strategic Planning, Tax-Efficient Strategies, Wealth Preservation...
Education
College for Financial Planning 2014 — 2016
Master's Degree, Personal Financial Planning
Columbia College (NY) 1982 — 1986
AB, English
Michele Clark, CFP®, CRPC® Michele Clark, CFP®, CRPC®'s Charles Schwab Experience 1996 - 2008
Job Financial Planner, FeeOnly, by the hour
Industry Financial Services
Experience
Clark Hourly Financial Planning, LLC June 2010 - Present
Financial Planning Association of Greater St. Louis January 2014 - Present
Charles Schwab 1996 - 2008
Boatmen's Investment Services 1994 - 1996
Edward Jones 1994 - 1994
Commerce Brokerage Services, Inc. 1993 - 1994
Commerce Bank of St. Louis, N.A. 1991 - 1994
Skills
Financial Planning, College Planning, Retirement Planning, Retirement Income..., Investments
Education
College for Financial Planning
CHARTERED RETIREMENT PLANNING COUNSELOR (SM)
Purdue University
BA, Psychology
Univeristy of Missouri - St. Louis
Chancellor's Certificate in Educational Requirements Training for CFP Certification
Clark Hourly Financial Planning, LLC June 2010 - Present
Financial Planning Association of Greater St. Louis January 2014 - Present
Charles Schwab 1996 - 2008
Boatmen's Investment Services 1994 - 1996
Edward Jones 1994 - 1994
Commerce Brokerage Services, Inc. 1993 - 1994
Commerce Bank of St. Louis, N.A. 1991 - 1994
Skills
Financial Planning, College Planning, Retirement Planning, Retirement Income..., Investments
Education
College for Financial Planning
CHARTERED RETIREMENT PLANNING COUNSELOR (SM)
Purdue University
BA, Psychology
Univeristy of Missouri - St. Louis
Chancellor's Certificate in Educational Requirements Training for CFP Certification
venu reddy venu reddy's Charles Schwab Experience 2008 - 2009
Job Sr.Java Developer at IGT
Industry Gambling & Casinos
Experience
IGT February 2009 - Present
Charles Schwab 2008 - 2009
Skills
Java, Weblogic, Web Services, Spring, Agile Methodologies, XML, JMS, Struts, JDBC, EJB, Hibernate, Java Enterprise Edition, Maven, Spring Framework, JUnit, SOAP, SOA, OSGi, Facebook API
Education
Cleveland State University
Jawaharlal Nehru Technological University
ogs
IGT February 2009 - Present
Charles Schwab 2008 - 2009
Skills
Java, Weblogic, Web Services, Spring, Agile Methodologies, XML, JMS, Struts, JDBC, EJB, Hibernate, Java Enterprise Edition, Maven, Spring Framework, JUnit, SOAP, SOA, OSGi, Facebook API
Education
Cleveland State University
Jawaharlal Nehru Technological University
ogs
Bob O'Korn, CRPC® Bob O'Korn, CRPC®'s Charles Schwab Experience January 1999 - April 2001
Job Managing Partner & Personal Financial Coach at BenchMark Wealth Management
Industry Investment Management
Experience
BenchMark Wealth Management December 2008 - Present
Community Capital Group, LLC February 2004 - December 2007
Charles Schwab January 1999 - April 2001
Education
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
Robert Morris University 1993 — 1997
BSBA, Finance
Robert Morris University 1993 — 1997
Chartiers Valley
BenchMark Wealth Management December 2008 - Present
Community Capital Group, LLC February 2004 - December 2007
Charles Schwab January 1999 - April 2001
Education
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
Robert Morris University 1993 — 1997
BSBA, Finance
Robert Morris University 1993 — 1997
Chartiers Valley
Jennifer Doak, CFP®'s Charles Schwab Experience November 2007 - Present
Job VP Financial Consultant
Industry Financial Services
Experience
Charles Schwab November 2007 - Present
Education
The Ohio State University, Fisher College of Business 2003 — 2007
Bachelor of Science, Business Administration; Marketing
College for Financial Planning
Charles Schwab November 2007 - Present
Education
The Ohio State University, Fisher College of Business 2003 — 2007
Bachelor of Science, Business Administration; Marketing
College for Financial Planning
Caron Pece Caron Pece's Charles Schwab Experience June 2002 - April 2005
Job Director, Training & Development at Sherwin Williams
Industry Chemicals
Experience
Sherwin Williams September 2015 - Present
Sherwin Williams September 2011 - September 2015
Sherwin Williams December 2008 - September 2011
Sherwin Williams April 2005 - December 2008
Charles Schwab June 2002 - April 2005
Snider-Blake Personnel February 2002 - June 2002
Resilience Capital Partners November 2001 - February 2002
Paramount's Kings Island February 2001 - September 2001
Skills
Instructional Design, Training, Learning Management, Project Management, Communication, Continuous Improvement, Management, Human Resources, Organizational...
Education
Cleveland State University 2006 — 2009
Master of Business Administration (M.B.A.), HR Labor Relations Concentration
Xavier University 1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General
Sherwin Williams September 2015 - Present
Sherwin Williams September 2011 - September 2015
Sherwin Williams December 2008 - September 2011
Sherwin Williams April 2005 - December 2008
Charles Schwab June 2002 - April 2005
Snider-Blake Personnel February 2002 - June 2002
Resilience Capital Partners November 2001 - February 2002
Paramount's Kings Island February 2001 - September 2001
Skills
Instructional Design, Training, Learning Management, Project Management, Communication, Continuous Improvement, Management, Human Resources, Organizational...
Education
Cleveland State University 2006 — 2009
Master of Business Administration (M.B.A.), HR Labor Relations Concentration
Xavier University 1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General
Jonathan Raffaelle Jonathan Raffaelle's Charles Schwab Experience July 2013 - Present
Job Portfolio Services Relationship Specialist
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
GameStop May 2007 - July 2013
Montana Mike's November 2006 - May 2007
Pizza Hut May 1998 - February 2006
Skills
Sales Management, Organization, Committment, Dedication to work, Customer Satisfaction, Customer Service, Customer Experience, Customer Engagement, Sales Process, Inventory Control, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Social Networking, Leadership, Retail, Inventory Management
Education
Coffeyville Community College 2001 — 2004
Associate of Arts (A.A.), Theatre/Theater
The University of Kansas
Bachelors Degree; B.A, Liberal Arts and Sciences
Charles Schwab July 2013 - Present
GameStop May 2007 - July 2013
Montana Mike's November 2006 - May 2007
Pizza Hut May 1998 - February 2006
Skills
Sales Management, Organization, Committment, Dedication to work, Customer Satisfaction, Customer Service, Customer Experience, Customer Engagement, Sales Process, Inventory Control, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Social Networking, Leadership, Retail, Inventory Management
Education
Coffeyville Community College 2001 — 2004
Associate of Arts (A.A.), Theatre/Theater
The University of Kansas
Bachelors Degree; B.A, Liberal Arts and Sciences
Michele Jackson's Charles Schwab Experience October 2002 - September 2004
Job COO at International Code Design, Inc.
Industry Management Consulting
Experience
International Code Design, Inc. June 2011 - Present
Zephyr Group January 2006 - Present
Cintas October 2009 - June 2011
Cintas Corporation October 2009 - June 2011
KeyBank June 2007 - June 2009
KeyBank June 2007 - June 2009
Merrill Lynch September 2004 - June 2007
Merrill Lynch June 2004 - June 2007
Charles Schwab October 2002 - September 2004
Morgan Stanley January 1997 - January 2002
Skills
Six Sigma, Project Implementation, Social Media, Project Management, Strategic Planning, Strategy, CRM, Human Resources, Management, Program Management, Business Development, Change Management, Process Improvement, Management Consulting, Analysis, Cross-functional Team..., Government, Leadership, Intelligence Analysis, Business Intelligence, Intelligence
Education
WEATHERHEAD SCHOOL OF MANAGEMENT, CASE WESTERN RESERVE UNIVERSITY 2006 — 2009
Master of Business Administration, Organizational Development and Leadership2009
Weatherhead School of Management at Case Western Reserve University 2005 — 2008
MBA, Leadership and Organizational Development
Cleveland State University 1984 — 1993
Bachelor of Arts, Communication
International Code Design, Inc. June 2011 - Present
Zephyr Group January 2006 - Present
Cintas October 2009 - June 2011
Cintas Corporation October 2009 - June 2011
KeyBank June 2007 - June 2009
KeyBank June 2007 - June 2009
Merrill Lynch September 2004 - June 2007
Merrill Lynch June 2004 - June 2007
Charles Schwab October 2002 - September 2004
Morgan Stanley January 1997 - January 2002
Skills
Six Sigma, Project Implementation, Social Media, Project Management, Strategic Planning, Strategy, CRM, Human Resources, Management, Program Management, Business Development, Change Management, Process Improvement, Management Consulting, Analysis, Cross-functional Team..., Government, Leadership, Intelligence Analysis, Business Intelligence, Intelligence
Education
WEATHERHEAD SCHOOL OF MANAGEMENT, CASE WESTERN RESERVE UNIVERSITY 2006 — 2009
Master of Business Administration, Organizational Development and Leadership2009
Weatherhead School of Management at Case Western Reserve University 2005 — 2008
MBA, Leadership and Organizational Development
Cleveland State University 1984 — 1993
Bachelor of Arts, Communication
Julie Stavole Julie Stavole's Charles Schwab Experience September 2013 - Present
Job Associate at Charles Schwab
Industry Health, Wellness and Fitness
Experience
Charles Schwab September 2013 - Present
YMCA of Greater Cleveland May 2006 - December 2013
Life Time Fitness November 2009 - February 2012
OfficeMax International Headquarters June 1997 - December 1998
Renaissance Hotels and Resorts Headquarters August 1993 - June 1997
Skills
Management, Fitness, Strength Training, Fitness Training, Wellness, Exercise Physiology
Education
Cleveland State University 1987 — 1988
The Ohio State University 1985 — 1987
Charles Schwab September 2013 - Present
YMCA of Greater Cleveland May 2006 - December 2013
Life Time Fitness November 2009 - February 2012
OfficeMax International Headquarters June 1997 - December 1998
Renaissance Hotels and Resorts Headquarters August 1993 - June 1997
Skills
Management, Fitness, Strength Training, Fitness Training, Wellness, Exercise Physiology
Education
Cleveland State University 1987 — 1988
The Ohio State University 1985 — 1987
Nick Barnwell, CFP®, CRPC® Nick Barnwell, CFP®, CRPC®'s Charles Schwab Experience Wealth ManagerUSAA Wealth MangementMay 2012 - November 2014
Job VP Financial Consultant
Industry Financial Services
Experience
Charles Schwab Wealth ManagerUSAA Wealth MangementMay 2012 - November 2014
Allianz Life Financial Services, LLC Member FINRA May 2011 - June 2012
Weiser Capital Management May 2009 - May 2011
John Hancock / Manulife / Wood Logan October 1989 - April 2009
Skills
Retirement Planning, Retirement
Education
Colgate University 1980 — 1984
BA, Philosophy & Religion
Charles Schwab Wealth ManagerUSAA Wealth MangementMay 2012 - November 2014
Allianz Life Financial Services, LLC Member FINRA May 2011 - June 2012
Weiser Capital Management May 2009 - May 2011
John Hancock / Manulife / Wood Logan October 1989 - April 2009
Skills
Retirement Planning, Retirement
Education
Colgate University 1980 — 1984
BA, Philosophy & Religion
Greg Perkin Greg Perkin's Charles Schwab Experience 2006 - 2010
Job Senior Financial Planner at Charles Schwab
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. June 2010 - Present
Charles Schwab 2006 - 2010
Charles Schwab 2003 - 2006
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Planning, Asset Allocation
Education
College for Financial Planning 2011 — 2014
Master's Degree, Masters of Science in Finance
University of Colorado Boulder 1993 — 1998
Bachelor of Science (BS), Music
Schwab Private Client Investment Advisory, Inc. June 2010 - Present
Charles Schwab 2006 - 2010
Charles Schwab 2003 - 2006
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Planning, Asset Allocation
Education
College for Financial Planning 2011 — 2014
Master's Degree, Masters of Science in Finance
University of Colorado Boulder 1993 — 1998
Bachelor of Science (BS), Music
Christine Petersen Christine Petersen's Charles Schwab Experience 1997 - 1999
Job
Industry Internet
Experience
Treato January 2015 - Present
Bankrate, Inc. (NYSE: RATE) December 2014 - Present
Emerging companies in the digital, travel, non-profit and consumer subscription spaces 2013 - Present
TripAdvisor 2010 - 2013
TripAdvisor LLC 2004 - 2010
Travelocity // Preview Travel 1999 - 2002
Charles Schwab 1997 - 1999
Fidelity Investments 1993 - 1996
American Express 1988 - 1994
Education
Columbia University - Columbia Business School
MBA
Colby College
BA
Treato January 2015 - Present
Bankrate, Inc. (NYSE: RATE) December 2014 - Present
Emerging companies in the digital, travel, non-profit and consumer subscription spaces 2013 - Present
TripAdvisor 2010 - 2013
TripAdvisor LLC 2004 - 2010
Travelocity // Preview Travel 1999 - 2002
Charles Schwab 1997 - 1999
Fidelity Investments 1993 - 1996
American Express 1988 - 1994
Education
Columbia University - Columbia Business School
MBA
Colby College
BA
Sue Prue Sue Prue's Charles Schwab Experience June 2009 - October 2009
Job Freelance Senior Art Director at Salesforce
Industry Marketing and Advertising
Experience
salesforce.com August 2014 - Present
Sue Prue Design and Art Direction 2005 - Present
Williams-Sonoma, Inc. June 2014 - July 2014
University of San Francisco January 2011 - August 2012
SolutionSet 2005 - 2011
LeapFrog November 2009 - May 2010
Charles Schwab June 2009 - October 2009
Seismicom 2005 - 2008
SolutionSet (formerly Haggin Marketing) 2004 - 2005
Arc Worldwide (formerly Frankel) 1998 - 2004
Skills
Advertising, Direct Mail, Graphic Design, Brochures, Logo Design, Illustrator, Newsletters, Packaging, Web Design, Photography, Catalogs, Collateral, Concept Development, Typography, Graphics, Creative Direction, InDesign, Integrated Marketing, Magazines, Art, Art Direction, Marketing Communications
Education
Cleveland Institute of Art 1983 — 1988
BFA, Graphic Design, Photography
SF State
salesforce.com August 2014 - Present
Sue Prue Design and Art Direction 2005 - Present
Williams-Sonoma, Inc. June 2014 - July 2014
University of San Francisco January 2011 - August 2012
SolutionSet 2005 - 2011
LeapFrog November 2009 - May 2010
Charles Schwab June 2009 - October 2009
Seismicom 2005 - 2008
SolutionSet (formerly Haggin Marketing) 2004 - 2005
Arc Worldwide (formerly Frankel) 1998 - 2004
Skills
Advertising, Direct Mail, Graphic Design, Brochures, Logo Design, Illustrator, Newsletters, Packaging, Web Design, Photography, Catalogs, Collateral, Concept Development, Typography, Graphics, Creative Direction, InDesign, Integrated Marketing, Magazines, Art, Art Direction, Marketing Communications
Education
Cleveland Institute of Art 1983 — 1988
BFA, Graphic Design, Photography
SF State
Darrin Wolff, AAMS Darrin Wolff, AAMS's Charles Schwab Experience June 1998 - July 1999
Job Registered Investment Advisor Aspen Wealth Management. Owner Wolff Capital Management.
Industry Financial Services
Experience
Aspen Wealth Management September 2009 - Present
Ed Jones June 1999 - September 2009
Charles Schwab June 1998 - July 1999
American Century Investments August 1993 - May 1998
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Retirement, Finance, Investment Management, Financial Advisory, 401k, Mutual Funds, Wealth, Asset Allocation, Wealth Management..., Leadership, Financial Planning, Management, Financial Services, Risk Management, Financial Analysis, Equities, Series 63, Securities, Alternative Investments, Fixed Income, Process Improvement, Relationship Management, Insurance, Fixed Annuities, Small Business, Strategy, Sales Management, Account Management, P&L Management, Branch Management, Branch Administration, Strategic Partnerships, Strategic Planning, Entrepreneurship
Education
University of Wisconsin-Milwaukee 1988 — 1993
Bachelor of Political Science
College for Financial Planning
AAMS
Aspen Wealth Management September 2009 - Present
Ed Jones June 1999 - September 2009
Charles Schwab June 1998 - July 1999
American Century Investments August 1993 - May 1998
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Retirement, Finance, Investment Management, Financial Advisory, 401k, Mutual Funds, Wealth, Asset Allocation, Wealth Management..., Leadership, Financial Planning, Management, Financial Services, Risk Management, Financial Analysis, Equities, Series 63, Securities, Alternative Investments, Fixed Income, Process Improvement, Relationship Management, Insurance, Fixed Annuities, Small Business, Strategy, Sales Management, Account Management, P&L Management, Branch Management, Branch Administration, Strategic Partnerships, Strategic Planning, Entrepreneurship
Education
University of Wisconsin-Milwaukee 1988 — 1993
Bachelor of Political Science
College for Financial Planning
AAMS
Rick Donley Rick Donley's Charles Schwab Experience April 2008 - April 2009
Job Director Consultant Relations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2010 - Present
Charles Schwab April 2008 - April 2009
Charles Schwab January 2005 - April 2008
Charles Schwab August 2003 - January 2005
Charles Schwab November 2002 - August 2003
Charles Schwab August 1999 - November 2002
PolyOne July 1996 - August 1999
Thomas & Betts February 1995 - July 1996
FECO Engineered Systems September 1992 - February 1995
Continental Airlines June 1991 - June 1992
Education
Cleveland State University 1989 — 1991
Masters, Psychology
Cleveland State University 1983 — 1989
Bachelors, Psychology
Cleveland State University 1983 — 1988
Bachelors, Biology
TIAA-CREF January 2010 - Present
Charles Schwab April 2008 - April 2009
Charles Schwab January 2005 - April 2008
Charles Schwab August 2003 - January 2005
Charles Schwab November 2002 - August 2003
Charles Schwab August 1999 - November 2002
PolyOne July 1996 - August 1999
Thomas & Betts February 1995 - July 1996
FECO Engineered Systems September 1992 - February 1995
Continental Airlines June 1991 - June 1992
Education
Cleveland State University 1989 — 1991
Masters, Psychology
Cleveland State University 1983 — 1989
Bachelors, Psychology
Cleveland State University 1983 — 1988
Bachelors, Biology
Alexey Bulankov, CFP®, ChFC, CLU Alexey Bulankov, CFP®, ChFC, CLU's Charles Schwab Experience December 2004 - November 2010
Job Vice President Portfolio Manager
Industry Investment Management
Experience
Mechanics Bank- Wealth Management June 2015 - Present
Bank of the West Wealth Management I BNP PARIBAS GROUP February 2014 - May 2015
McCarthy Asset Management, Inc. December 2010 - February 2014
Charles Schwab December 2004 - November 2010
Citicorp Investment Services Inc ( Citigroup) 2002 - March 2004
Merrill Lynch 1999 - 2002
Skills
Wealth Management, Retirement Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Retirement, Finance, Mutual Funds, Financial Planners, Asset Management, Wealth Management..., Wealth, Investment Management, Personal Finance, High Net Worth..., Alternative Investments, Financial Planning, Tax, Financial Markets, Series 7, FINRA, Emerging Markets, ETFs, Equities, Securities, Valuation, Separately Managed..., Hedge Funds, 401k, Private Banking, Insurance, Series 65, Options, Private Wealth..., Fixed Income, Money Management, Endowments, Investment Policy, Banking, Financial Services, Estate Planning, Uniform Combined State..., Bonds, Fixed Annuities, IRAs, Series 63
Education
San Francisco State University 1995 — 1999
BA
CFA Institute
The American College 2001 — 2005
Chartered Financial Consultant, Chartered Life Underwriter
College for Financial Planning 2007 — 2007
Accredited Asset Management Specialist (AAMS®)
Mechanics Bank- Wealth Management June 2015 - Present
Bank of the West Wealth Management I BNP PARIBAS GROUP February 2014 - May 2015
McCarthy Asset Management, Inc. December 2010 - February 2014
Charles Schwab December 2004 - November 2010
Citicorp Investment Services Inc ( Citigroup) 2002 - March 2004
Merrill Lynch 1999 - 2002
Skills
Wealth Management, Retirement Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Retirement, Finance, Mutual Funds, Financial Planners, Asset Management, Wealth Management..., Wealth, Investment Management, Personal Finance, High Net Worth..., Alternative Investments, Financial Planning, Tax, Financial Markets, Series 7, FINRA, Emerging Markets, ETFs, Equities, Securities, Valuation, Separately Managed..., Hedge Funds, 401k, Private Banking, Insurance, Series 65, Options, Private Wealth..., Fixed Income, Money Management, Endowments, Investment Policy, Banking, Financial Services, Estate Planning, Uniform Combined State..., Bonds, Fixed Annuities, IRAs, Series 63
Education
San Francisco State University 1995 — 1999
BA
CFA Institute
The American College 2001 — 2005
Chartered Financial Consultant, Chartered Life Underwriter
College for Financial Planning 2007 — 2007
Accredited Asset Management Specialist (AAMS®)
Christopher Satterfield CFP®, ChFC®, CWS® Christopher Satterfield CFP®, ChFC®, CWS®'s Charles Schwab Experience March 2009 - Present
Job Senior Portfolio Consultant at Schwab Private Client Investment Advisory, Inc.
Industry Investment Management
Experience
Charles Schwab March 2009 - Present
Bank of America 2007 - 2009
Skills
Certified Financial..., Wealth Management, Portfolio Management, Investments, Investment Management, Securities, Asset Management, High Net Worth..., Separately Managed..., Bonds, Investment Advisory, Asset Allocation, Portfolio Optimization
Education
College for Financial Planning
Accredited Asset Management Specialist SM or AAMS®, Financial Planning and Services
Ottawa University-Phoenix
Bachelor of Arts (B.A.), Business Administration and Management, General
The American College
Chartered Financial Consultant® ChFC®, Financial Planning and Services
Charles Schwab March 2009 - Present
Bank of America 2007 - 2009
Skills
Certified Financial..., Wealth Management, Portfolio Management, Investments, Investment Management, Securities, Asset Management, High Net Worth..., Separately Managed..., Bonds, Investment Advisory, Asset Allocation, Portfolio Optimization
Education
College for Financial Planning
Accredited Asset Management Specialist SM or AAMS®, Financial Planning and Services
Ottawa University-Phoenix
Bachelor of Arts (B.A.), Business Administration and Management, General
The American College
Chartered Financial Consultant® ChFC®, Financial Planning and Services
Anthony Spangenberg, CFP®, AWMA® Anthony Spangenberg, CFP®, AWMA®'s Charles Schwab Experience March 2012 - Present
Job Vice President, Financial Consultant at Charles Schwab & Co., Inc
Industry Investment Management
Experience
Charles Schwab March 2012 - Present
TD Ameritrade December 2008 - March 2012
Edward Jones November 2007 - November 2008
Education
Northern Illinois University
Bachelor's Degree, Philosophy, Cum Laude
College for Financial Planning
Certified Financial Planner and Accredited Wealth Management Advisor designations
CFA Institute
CFA Level III Candidate
Charles Schwab March 2012 - Present
TD Ameritrade December 2008 - March 2012
Edward Jones November 2007 - November 2008
Education
Northern Illinois University
Bachelor's Degree, Philosophy, Cum Laude
College for Financial Planning
Certified Financial Planner and Accredited Wealth Management Advisor designations
CFA Institute
CFA Level III Candidate
Oliver Mueller, PFP, AAMS Oliver Mueller, PFP, AAMS's Charles Schwab Experience 1994 - 2005
Job
Industry Fund-Raising
Experience
Registered Investment Advisor September 2006 - December 2009
Charles Schwab 1994 - 2005
United States Army Reserve 1990 - 1998
Skills
Securities, Asset Allocation, Fundraising, Investments, Estate Planning, Strategic Financial..., Finance, Leadership, Investment Management, Financial Planning, Wealth, Portfolio Management, Nonprofits, Management, Financial Advisory, Wealth Management, Mutual Funds
Education
University of Southern California 1986 — 1990
BS, Public Administration
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CMFC, Chartered Mutual Fund Counselor
UCLA Extension
PFP, Personal Financial Planner
Registered Investment Advisor September 2006 - December 2009
Charles Schwab 1994 - 2005
United States Army Reserve 1990 - 1998
Skills
Securities, Asset Allocation, Fundraising, Investments, Estate Planning, Strategic Financial..., Finance, Leadership, Investment Management, Financial Planning, Wealth, Portfolio Management, Nonprofits, Management, Financial Advisory, Wealth Management, Mutual Funds
Education
University of Southern California 1986 — 1990
BS, Public Administration
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CMFC, Chartered Mutual Fund Counselor
UCLA Extension
PFP, Personal Financial Planner
Brian J Smith Brian J Smith's Charles Schwab Experience August 2002 - June 2009
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade June 2014 - Present
TD Ameritrade April 2011 - June 2014
Scottrade® Advisor Services July 2009 - April 2011
Charles Schwab August 2002 - June 2009
Skills
Series 7, Series 63, Series 65, Series 24, Series 8 (9 & 10), Certified Financial..., AAMS, Wealth Management, Mutual Funds, Investments, FINRA, Financial Advisory, Asset Management, Risk Management, 401k, Financial Services, Retirement, Financial Planning, Investment Strategies, Securities, Asset Allocation, Equities, Finance, Relationship Management
Education
University of Missouri-Saint Louis 1987 — 1989
Bachelor of Science (BS), Business Administration - Concentrations in Finance & Accounting
Boston University
Certificate in Financial Planning
College for Financial Planning
Accredited Asset Management Specialist
Scottrade June 2014 - Present
TD Ameritrade April 2011 - June 2014
Scottrade® Advisor Services July 2009 - April 2011
Charles Schwab August 2002 - June 2009
Skills
Series 7, Series 63, Series 65, Series 24, Series 8 (9 & 10), Certified Financial..., AAMS, Wealth Management, Mutual Funds, Investments, FINRA, Financial Advisory, Asset Management, Risk Management, 401k, Financial Services, Retirement, Financial Planning, Investment Strategies, Securities, Asset Allocation, Equities, Finance, Relationship Management
Education
University of Missouri-Saint Louis 1987 — 1989
Bachelor of Science (BS), Business Administration - Concentrations in Finance & Accounting
Boston University
Certificate in Financial Planning
College for Financial Planning
Accredited Asset Management Specialist
Bryan Blackburn, CFP® Bryan Blackburn, CFP®'s Charles Schwab Experience 2013 - 2014
Job Financial Advisor at The Lowrie & Carney Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Charles Schwab 2013 - 2014
Charles Schwab 2012 - 2013
Charles Schwab 2010 - 2012
Wells Fargo 2008 - 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Portfolio Management, College Funding..., Employee Benefits, Insurance Planning, Asset Allocation, Tax Planning, Estate Planning, Insurance, Equities, Fixed Income
Education
College for Financial Planning 2011 — 2013
Financial Planning
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Medina High School 2000 — 2004
Wells Fargo Advisors 2014 - Present
Charles Schwab 2013 - 2014
Charles Schwab 2012 - 2013
Charles Schwab 2010 - 2012
Wells Fargo 2008 - 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Portfolio Management, College Funding..., Employee Benefits, Insurance Planning, Asset Allocation, Tax Planning, Estate Planning, Insurance, Equities, Fixed Income
Education
College for Financial Planning 2011 — 2013
Financial Planning
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Medina High School 2000 — 2004
Natasha Dankovich's Charles Schwab Experience March 2014 - Present
Job Manager, Graphic Design & Production, Charles Schwab
Industry Design
Experience
Charles Schwab March 2014 - Present
netPolarity / Charles Schwab April 2013 - March 2014
Allen Graphics, Inc. January 2011 - January 2013
In-House Creative Solutions July 2010 - December 2010
Wise Group Communications December 2005 - May 2010
Edgepark Surgical 2000 - 2005
Sun Newspapers 1997 - 2000
Graphic Publications, Inc. 1996 - 1997
Skills
Print Collateral, Corporate Design, Logo Development, Magazine Design, Advertising Design, Annual Reports, Photography Direction, Custom Digital Design, Event Design, Exhibition Graphics, Signage, Vendor Relationship..., Graphic Design, Photography, Logo Design, Collateral, Brochures, Packaging, Adobe Acrobat, Adobe Creative Suite, Art Direction, Direct Mail, Brand Development, Advertising, Corporate Identity, Posters, Catalogs, InDesign, Event Management
Education
Cleveland State University
BA, Art
Charles Schwab March 2014 - Present
netPolarity / Charles Schwab April 2013 - March 2014
Allen Graphics, Inc. January 2011 - January 2013
In-House Creative Solutions July 2010 - December 2010
Wise Group Communications December 2005 - May 2010
Edgepark Surgical 2000 - 2005
Sun Newspapers 1997 - 2000
Graphic Publications, Inc. 1996 - 1997
Skills
Print Collateral, Corporate Design, Logo Development, Magazine Design, Advertising Design, Annual Reports, Photography Direction, Custom Digital Design, Event Design, Exhibition Graphics, Signage, Vendor Relationship..., Graphic Design, Photography, Logo Design, Collateral, Brochures, Packaging, Adobe Acrobat, Adobe Creative Suite, Art Direction, Direct Mail, Brand Development, Advertising, Corporate Identity, Posters, Catalogs, InDesign, Event Management
Education
Cleveland State University
BA, Art
Dave Mappala Valdez, AAMS® Dave Mappala Valdez, AAMS®'s Charles Schwab Experience February 2013 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
United States Air Force September 2010 - Present
Bean's Cafe 2010 - Present
Charles Schwab February 2013 - Present
Charles Schwab June 2011 - February 2013
Education
College for Financial Planning 2009 — 2009
AAMS®, Accredited Asset Managment Specialist
University of Alaska Anchorage 2006 — 2009
MBA, Management
Seattle University 2000 — 2004
BA, Finance
East High School
United States Air Force September 2010 - Present
Bean's Cafe 2010 - Present
Charles Schwab February 2013 - Present
Charles Schwab June 2011 - February 2013
Education
College for Financial Planning 2009 — 2009
AAMS®, Accredited Asset Managment Specialist
University of Alaska Anchorage 2006 — 2009
MBA, Management
Seattle University 2000 — 2004
BA, Finance
East High School
Jason Budrick CFP®, AWMA® Jason Budrick CFP®, AWMA®'s Charles Schwab Experience 2007 - 2008
Job Financial Advisor
Industry Financial Services
Experience
LJPR Financial Advisors November 2011 - Present
PNC 2010 - 2011
Flexible Plan Investments, Ltd. 2010 - 2010
Charles Schwab 2007 - 2008
E*TRADE Financial Corporation 2006 - 2007
TD Waterhouse 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Forest Hills Central
Forest Hills Central 1992 — 1996
Michigan State University 1997 — 2000
BA, Finance
College for Financial Planning 2011 — 2012
Accredited Wealth Management Advisor, Financial Planning and Services
Florida State University 2004 — 2007
Certificate in Financial Planning
LJPR Financial Advisors November 2011 - Present
PNC 2010 - 2011
Flexible Plan Investments, Ltd. 2010 - 2010
Charles Schwab 2007 - 2008
E*TRADE Financial Corporation 2006 - 2007
TD Waterhouse 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Forest Hills Central
Forest Hills Central 1992 — 1996
Michigan State University 1997 — 2000
BA, Finance
College for Financial Planning 2011 — 2012
Accredited Wealth Management Advisor, Financial Planning and Services
Florida State University 2004 — 2007
Certificate in Financial Planning
James Simon, MS, CFP®, CRPC® James Simon, MS, CFP®, CRPC®'s Charles Schwab Experience April 2012 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
District of Columbia Army National Guard May 2014 - Present
Florida Army National Guard March 2012 - May 2014
Charles Schwab March 2010 - April 2012
Florida Army National Guard November 2003 - March 2012
Florida Army National Guard September 2010 - December 2011
Ameriprise Financial Services, Inc. October 2006 - March 2010
Florida Army National Guard December 2005 - December 2009
Skills
Active TS/SCI Clearance, Military, Defense Support to...
Education
College for Financial Planning 2011 — 2013
Masters of Science, Personal Financial Planning
US Army Fires Center of Excellence 2013 — 2013
Air Defense Artillery Advanced Course
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor -CRPC®
US Army Signal Center 2006 — 2006
Basic Officer Leaders Course
University of Florida 2001 — 2005
Liberal Arts, Economics, History
Charles Schwab April 2012 - Present
District of Columbia Army National Guard May 2014 - Present
Florida Army National Guard March 2012 - May 2014
Charles Schwab March 2010 - April 2012
Florida Army National Guard November 2003 - March 2012
Florida Army National Guard September 2010 - December 2011
Ameriprise Financial Services, Inc. October 2006 - March 2010
Florida Army National Guard December 2005 - December 2009
Skills
Active TS/SCI Clearance, Military, Defense Support to...
Education
College for Financial Planning 2011 — 2013
Masters of Science, Personal Financial Planning
US Army Fires Center of Excellence 2013 — 2013
Air Defense Artillery Advanced Course
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor -CRPC®
US Army Signal Center 2006 — 2006
Basic Officer Leaders Course
University of Florida 2001 — 2005
Liberal Arts, Economics, History
Brooke Vinson Brooke Vinson's Charles Schwab Experience 2004 - 2006
Job Senior Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
Allstate Financial January 2012 - October 2013
LPL Financial dba University of Hawaii Federal Credit Union 2006 - 2009
Charles Schwab 2004 - 2006
Skills
Investments, Financial Services, Finance, Portfolio Management, Mutual Funds, Banking, Leadership, Strategy, Retirement Planning, Relationship Management, Selling, Sales, Financial Advisory, Strategic Planning, Series 63, Investment Advisory, CRM, Series 7, Wealth Management, Asset Allocation, FINRA 7,63,65
Education
Illinois State University 1982 — 1987
BA, Economics
College for Financial Planning
Accredited Wealth Management Advisor
TD Ameritrade October 2013 - Present
Allstate Financial January 2012 - October 2013
LPL Financial dba University of Hawaii Federal Credit Union 2006 - 2009
Charles Schwab 2004 - 2006
Skills
Investments, Financial Services, Finance, Portfolio Management, Mutual Funds, Banking, Leadership, Strategy, Retirement Planning, Relationship Management, Selling, Sales, Financial Advisory, Strategic Planning, Series 63, Investment Advisory, CRM, Series 7, Wealth Management, Asset Allocation, FINRA 7,63,65
Education
Illinois State University 1982 — 1987
BA, Economics
College for Financial Planning
Accredited Wealth Management Advisor
Jeremy Chaffin, CFP® AAMS® Jeremy Chaffin, CFP® AAMS®'s Charles Schwab Experience 1995 - January 2014
Job Vice President, Financial Advisor at Telos Capital Management, Inc.
Industry Financial Services
Experience
Telos Capital Management, Inc. January 2014 - Present
Charles Schwab 1995 - January 2014
Skills
Wealth Management, Investment Advisory, Retirement Planning, Retirement, Investments, Portfolio Management, Strategic Financial..., Wealth, Estate Planning, Insurance
Education
College for Financial Planning 2012 — 2013
CFP Certificate, Financial Planning and Services
The Master's College 1990 — 1994
Bachelor of Arts (B.A.)
Telos Capital Management, Inc. January 2014 - Present
Charles Schwab 1995 - January 2014
Skills
Wealth Management, Investment Advisory, Retirement Planning, Retirement, Investments, Portfolio Management, Strategic Financial..., Wealth, Estate Planning, Insurance
Education
College for Financial Planning 2012 — 2013
CFP Certificate, Financial Planning and Services
The Master's College 1990 — 1994
Bachelor of Arts (B.A.)
Rob Ziliak,MPAS℠,CFP®'s Charles Schwab Experience February 2011 - June 2012
Job Office Director & Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2012 - Present
Charles Schwab February 2011 - June 2012
Charles Schwab, Inc. and Schwab Bank November 2008 - February 2011
Charles Schwab February 1999 - November 2008
Charles Schwab July 1998 - February 1999
Charles Schwab October 1995 - July 1998
Education
College for Financial Planning 2010 — 2012
Master of Science, Personal Financial Planning
College for Financial Planning 2005 — 2009
CFP Certification Professional Education Program, Certified Financial Planner
Indiana University 1988 — 1993
B.A., Sociology
Buckingham Family of Financial Services June 2012 - Present
Charles Schwab February 2011 - June 2012
Charles Schwab, Inc. and Schwab Bank November 2008 - February 2011
Charles Schwab February 1999 - November 2008
Charles Schwab July 1998 - February 1999
Charles Schwab October 1995 - July 1998
Education
College for Financial Planning 2010 — 2012
Master of Science, Personal Financial Planning
College for Financial Planning 2005 — 2009
CFP Certification Professional Education Program, Certified Financial Planner
Indiana University 1988 — 1993
B.A., Sociology
Joe Fricke CFP® Joe Fricke CFP®'s Charles Schwab Experience March 2011 - March 2014
Job Regional Advisory Coach at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Charles Schwab March 2011 - March 2014
Fidelity Investments May 2007 - March 2011
Fidelity Investments June 1996 - January 2007
Cascade Mountain January 1993 - April 1996
United States Marine Corps September 1988 - September 1992
Skills
Mutual Funds, Retirement Planning, Leadership, Asset Allocation, 401k, Wealth Management, Strategic Planning, Investment Advisory, Retirement, Equities, Investments, Financial Analysis, Alternative Investments, Financial Services, Investment Strategies, Portfolio Management, Strategic Financial...
Education
University of Wisconsin-Whitewater 1992 — 1996
BA, General Business
College for Financial Planning
Certified Financial Planner™
TIAA-CREF April 2014 - Present
Charles Schwab March 2011 - March 2014
Fidelity Investments May 2007 - March 2011
Fidelity Investments June 1996 - January 2007
Cascade Mountain January 1993 - April 1996
United States Marine Corps September 1988 - September 1992
Skills
Mutual Funds, Retirement Planning, Leadership, Asset Allocation, 401k, Wealth Management, Strategic Planning, Investment Advisory, Retirement, Equities, Investments, Financial Analysis, Alternative Investments, Financial Services, Investment Strategies, Portfolio Management, Strategic Financial...
Education
University of Wisconsin-Whitewater 1992 — 1996
BA, General Business
College for Financial Planning
Certified Financial Planner™
Brian Wagenbach Brian Wagenbach's Charles Schwab Experience January 2000 - Present
Job CFP®, VP Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2000 - Present
Education
College for Financial Planning 2001 — 2002
Certified Financial Planner
Trinity University 1988 — 1992
B.A., Communications
Northfield High School
Charles Schwab January 2000 - Present
Education
College for Financial Planning 2001 — 2002
Certified Financial Planner
Trinity University 1988 — 1992
B.A., Communications
Northfield High School
Michael McGrath, MS, CFP, CLU Michael McGrath, MS, CFP, CLU's Charles Schwab Experience 2004 - 2009
Job Vice President at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors August 2009 - Present
Charles Schwab 2004 - 2009
John Hancock Financial Services October 1997 - March 2004
Carl Terzian Associates January 1996 - October 1997
Horace Mann January 1995 - December 1996
McGrath Associates April 1990 - October 1994
Education
College for Financial Planning 2005 — 2006
Master of Science (M.S.), Finance, Financial Planning
Pepperdine University 1990 — 1994
Bachelor of Science (B.S.), Public Relations
EP Wealth Advisors August 2009 - Present
Charles Schwab 2004 - 2009
John Hancock Financial Services October 1997 - March 2004
Carl Terzian Associates January 1996 - October 1997
Horace Mann January 1995 - December 1996
McGrath Associates April 1990 - October 1994
Education
College for Financial Planning 2005 — 2006
Master of Science (M.S.), Finance, Financial Planning
Pepperdine University 1990 — 1994
Bachelor of Science (B.S.), Public Relations
Bill Fazekas, CFP® Bill Fazekas, CFP®'s Charles Schwab Experience March 2008 - January 2012
Job Senior Client Manager at Pension Advisors
Industry Financial Services
Experience
Pension Advisors June 2015 - Present
Voya Financial February 2012 - May 2015
Charles Schwab March 2008 - January 2012
Pinkerton Wealth Management July 2007 - March 2008
Charles Schwab April 2004 - June 2007
TD Ameritrade April 1999 - March 2004
Cleveland Lumberjacks Hockey June 1996 - April 1999
Skills
Investments, Series 7, Management, Finance, Retirement Planning, Mutual Funds, Retirement, Customer Service, Financial Services
Education
John Carroll University 2002 — 2003
Certificate in Financial Planning
Cleveland State University 1989 — 1996
BBA, Marketing/Finance
Lakewood High School 1985 — 1989
Pension Advisors June 2015 - Present
Voya Financial February 2012 - May 2015
Charles Schwab March 2008 - January 2012
Pinkerton Wealth Management July 2007 - March 2008
Charles Schwab April 2004 - June 2007
TD Ameritrade April 1999 - March 2004
Cleveland Lumberjacks Hockey June 1996 - April 1999
Skills
Investments, Series 7, Management, Finance, Retirement Planning, Mutual Funds, Retirement, Customer Service, Financial Services
Education
John Carroll University 2002 — 2003
Certificate in Financial Planning
Cleveland State University 1989 — 1996
BBA, Marketing/Finance
Lakewood High School 1985 — 1989
Cheryl L. Seifert, CFP® Cheryl L. Seifert, CFP®'s Charles Schwab Experience May 1991 - May 2003
Job *LIFE TRANSITIONS SPECIALIST*FINANCIAL PLANNING FOR COLLEGE, RETIREMENT & OTHER KEY LIFE EVENTS*
Industry Financial Services
Experience
D.A. Davidson & Co. June 2008 - February 2015
Panhandle State Bank Investment Services/LPL August 2007 - June 2008
Bank of America February 2005 - June 2005
TD Waterhouse Investor Services, Inc. May 2003 - November 2004
Charles Schwab May 1991 - May 2003
Skills
CERTIFIED FINANCIAL..., ACCREDITED ASSET..., Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Financial Analysis, Insurance Planning, Equities, Asset Allocation, Budgeting, Socially Responsible..., Investments, Estate Planning
Education
College for Financial Planning
Course of study for Certified Financial Planner® qualification
College for Financial Planning
Accredited Asset Management Specialist, AAMS ®
UCLA
Bachelor of Arts, Communications Studies
University of Santa Monica
Master of Arts, Applied Psychology
D.A. Davidson & Co. June 2008 - February 2015
Panhandle State Bank Investment Services/LPL August 2007 - June 2008
Bank of America February 2005 - June 2005
TD Waterhouse Investor Services, Inc. May 2003 - November 2004
Charles Schwab May 1991 - May 2003
Skills
CERTIFIED FINANCIAL..., ACCREDITED ASSET..., Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Financial Analysis, Insurance Planning, Equities, Asset Allocation, Budgeting, Socially Responsible..., Investments, Estate Planning
Education
College for Financial Planning
Course of study for Certified Financial Planner® qualification
College for Financial Planning
Accredited Asset Management Specialist, AAMS ®
UCLA
Bachelor of Arts, Communications Studies
University of Santa Monica
Master of Arts, Applied Psychology
Mike Parrott, CFP® Mike Parrott, CFP®'s Charles Schwab Experience September 1999 - September 2000
Job President at Center Point Management
Industry Management Consulting
Experience
Center Point Management December 2006 - Present
KS&Co January 2007 - Present
Accumulus Corporation April 2013 - September 2015
Streamit February 2011 - February 2013
Ater Wynne March 2003 - February 2011
Comerica September 2000 - November 2002
Charles Schwab September 1999 - September 2000
Fidelity Investments July 1989 - April 1998
National Educational Services August 1987 - July 1989
Trans-Ocean Photos, Inc. May 1986 - May 1987
Skills
Business Development, Entrepreneurship, Strategy, Venture Capital, Accounting, Financial Modeling, Business Networking, Management, New Business Development, Business, Start-ups, P&L Management, Leadership, Marketing, Consulting, Executive Management, Social Skills, Corporate Development, Technology, Angel Investing, Product Marketing, Go-to-market Strategy, Tax, Business Strategy, Sales Process, Strategic Partnerships, Training, Mergers & Acquisitions, Strategic Planning, Sales Management, Management Consulting, Sales, Business Planning, Portfolio Management, Product Management, SaaS, Strategic Consulting, CRM, Professional Services, Analysis, Corporate Finance, Team Management, Product Evangelism, Investment Management, Sales Operations, Lead Generation
Education
Comerica 2001 — 2001
Credit College
College for Financial Planning 1992 — 1994
CFP®, Financial Planning
Washington State University 1981 — 1986
B.A., Business Administration / Marketing
Center Point Management December 2006 - Present
KS&Co January 2007 - Present
Accumulus Corporation April 2013 - September 2015
Streamit February 2011 - February 2013
Ater Wynne March 2003 - February 2011
Comerica September 2000 - November 2002
Charles Schwab September 1999 - September 2000
Fidelity Investments July 1989 - April 1998
National Educational Services August 1987 - July 1989
Trans-Ocean Photos, Inc. May 1986 - May 1987
Skills
Business Development, Entrepreneurship, Strategy, Venture Capital, Accounting, Financial Modeling, Business Networking, Management, New Business Development, Business, Start-ups, P&L Management, Leadership, Marketing, Consulting, Executive Management, Social Skills, Corporate Development, Technology, Angel Investing, Product Marketing, Go-to-market Strategy, Tax, Business Strategy, Sales Process, Strategic Partnerships, Training, Mergers & Acquisitions, Strategic Planning, Sales Management, Management Consulting, Sales, Business Planning, Portfolio Management, Product Management, SaaS, Strategic Consulting, CRM, Professional Services, Analysis, Corporate Finance, Team Management, Product Evangelism, Investment Management, Sales Operations, Lead Generation
Education
Comerica 2001 — 2001
Credit College
College for Financial Planning 1992 — 1994
CFP®, Financial Planning
Washington State University 1981 — 1986
B.A., Business Administration / Marketing
Haley Mirr's Charles Schwab Experience January 2014 - Present
Job Director of Operations at Mirr Ranch Group
Industry Financial Services
Experience
Mirr Ranch Group January 2015 - Present
Charles Schwab January 2014 - Present
Geneva Glen Camp May 2012 - August 2013
Sustainability Office of Colgate University August 2012 - May 2013
Geneva Glen Camp January 2012 - May 2013
Colgate Outdoor Education September 2009 - May 2013
Geneva Glen Camp May 2011 - August 2011
Westerra Credit Union October 2007 - May 2009
Skills
Leadership, Sustainability, Leadership Development, Teaching, PowerPoint, Microsoft Excel, Training, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Stata, SAS, GIS, Data Analysis, Nonprofits
Education
Colgate University 2009 — 2013
BA, Environmental Economics, Senior
Kent Denver High School 2005 — 2009
Mirr Ranch Group January 2015 - Present
Charles Schwab January 2014 - Present
Geneva Glen Camp May 2012 - August 2013
Sustainability Office of Colgate University August 2012 - May 2013
Geneva Glen Camp January 2012 - May 2013
Colgate Outdoor Education September 2009 - May 2013
Geneva Glen Camp May 2011 - August 2011
Westerra Credit Union October 2007 - May 2009
Skills
Leadership, Sustainability, Leadership Development, Teaching, PowerPoint, Microsoft Excel, Training, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Stata, SAS, GIS, Data Analysis, Nonprofits
Education
Colgate University 2009 — 2013
BA, Environmental Economics, Senior
Kent Denver High School 2005 — 2009
Shawn Moran Shawn Moran's Charles Schwab Experience August 2011 - Present
Job ERISA Compliance Sr. Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
MGO Inc. April 2000 - August 2011
IHDG, Inc January 2000 - April 2000
Bank One, NA June 1998 - August 1998
Education
Cleveland State University 1999 — 2002
MBA
Grove City College 1995 — 1999
B.S., Financial Management
Charles Schwab August 2011 - Present
MGO Inc. April 2000 - August 2011
IHDG, Inc January 2000 - April 2000
Bank One, NA June 1998 - August 1998
Education
Cleveland State University 1999 — 2002
MBA
Grove City College 1995 — 1999
B.S., Financial Management
Patrick Kilts Patrick Kilts's Charles Schwab Experience 2001 - 2003
Job CFO
Industry Financial Services
Experience
EarthAnatomy 2015 - Present
Constant Aviation 2013 - 2015
CFM Group 2008 - 2013
Bank of America 2007 - 2008
KeyBank 2003 - 2007
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
AIG/Sunamerica Securities 1997 - 1999
Merrill Lynch 1992 - 1996
Skills
Corporate Finance, Capital Markets, Investments, Research, Marketing Strategy, Strategic Planning, Industry Analysis, New Business Development, Talent Acquisition, Quantitative Analysis, Cost Management, Quantitative Analytics, Competitive Analysis, Financial Services, Management, Strategy, Finance, Analysis, Business Analysis, Business Development, Cash Management, Commercial Banking, Equities, Executive Management, Management Consulting, Private Equity, Wealth Management, Mergers & Acquisitions
Education
Cleveland State University
MBA
Cleveland State University
Bachelor of Business Administration (B.B.A.)
EarthAnatomy 2015 - Present
Constant Aviation 2013 - 2015
CFM Group 2008 - 2013
Bank of America 2007 - 2008
KeyBank 2003 - 2007
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
AIG/Sunamerica Securities 1997 - 1999
Merrill Lynch 1992 - 1996
Skills
Corporate Finance, Capital Markets, Investments, Research, Marketing Strategy, Strategic Planning, Industry Analysis, New Business Development, Talent Acquisition, Quantitative Analysis, Cost Management, Quantitative Analytics, Competitive Analysis, Financial Services, Management, Strategy, Finance, Analysis, Business Analysis, Business Development, Cash Management, Commercial Banking, Equities, Executive Management, Management Consulting, Private Equity, Wealth Management, Mergers & Acquisitions
Education
Cleveland State University
MBA
Cleveland State University
Bachelor of Business Administration (B.B.A.)
Lindsay Machado Lindsay Machado's Charles Schwab Experience August 2011 - Present
Job Event Manager at Charles Schwab
Industry Hospitality
Experience
Charles Schwab August 2011 - Present
France Publications October 2010 - August 2011
Meeting Expectations January 2009 - November 2010
Meeting Expectations March 2006 - January 2009
High Museum of Art August 2005 - February 2006
Education
Clemson University - College of Business and Behavioral Science 2001 — 2005
Marketing, Marketing and Economics
Charles Schwab August 2011 - Present
France Publications October 2010 - August 2011
Meeting Expectations January 2009 - November 2010
Meeting Expectations March 2006 - January 2009
High Museum of Art August 2005 - February 2006
Education
Clemson University - College of Business and Behavioral Science 2001 — 2005
Marketing, Marketing and Economics
Frank Minichiello Frank Minichiello's Charles Schwab Experience November 1997 - October 2001
Job .
Industry Marketing and Advertising
Experience
LegalShield Official September 2004 - Present
SkyWest Airlines September 2011 - October 2012
Geneos Wealth Management September 2009 - April 2011
Stillman Real Estate 2005 - 2009
New Century Mortgage March 2005 - April 2007
Keller Williams Realty January 2003 - January 2005
Stillman Real Estate 2002 - 2003
Charles Schwab November 1997 - October 2001
Metropolitan Lawn and Landscape 1990 - 1995
United States Marine Corps 1989 - 1995
Skills
Series 7, series 66
Education
College for Financial Planning 2001 — 2002
Metropolitan State University of Denver 1998 — 1999
Financial Planning
Gateway
LegalShield Official September 2004 - Present
SkyWest Airlines September 2011 - October 2012
Geneos Wealth Management September 2009 - April 2011
Stillman Real Estate 2005 - 2009
New Century Mortgage March 2005 - April 2007
Keller Williams Realty January 2003 - January 2005
Stillman Real Estate 2002 - 2003
Charles Schwab November 1997 - October 2001
Metropolitan Lawn and Landscape 1990 - 1995
United States Marine Corps 1989 - 1995
Skills
Series 7, series 66
Education
College for Financial Planning 2001 — 2002
Metropolitan State University of Denver 1998 — 1999
Financial Planning
Gateway
Jared Chase, CFP® AAMS®'s Charles Schwab Experience January 2011 - December 2012
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Advisor Services January 2013 - Present
Charles Schwab January 2011 - December 2012
Charles Schwab September 2008 - January 2011
Charles Schwab June 2007 - September 2008
Golden Eagle Distributors, Inc September 2004 - April 2006
Education
College for Financial Planning 2012 — 2015
Master of Science in Finance
University of Arizona 2001 — 2005
International Studies
La Universidad de Belgrano 2006 — 2006
Spanish Language and Literature
Estudio Sampere International 2003 — 2004
Spanish Language and Literature
Charles Schwab Advisor Services January 2013 - Present
Charles Schwab January 2011 - December 2012
Charles Schwab September 2008 - January 2011
Charles Schwab June 2007 - September 2008
Golden Eagle Distributors, Inc September 2004 - April 2006
Education
College for Financial Planning 2012 — 2015
Master of Science in Finance
University of Arizona 2001 — 2005
International Studies
La Universidad de Belgrano 2006 — 2006
Spanish Language and Literature
Estudio Sampere International 2003 — 2004
Spanish Language and Literature
Melanie Childs Melanie Childs's Charles Schwab Experience July 2015 - Present
Job Estates Operations
Industry Investment Management
Experience
Charles Schwab July 2015 - Present
Capital Group March 2005 - Present
Skills
Fixed Income, Mutual Funds, Investments, Asset Management, Vendor Management, Outlook, Relationship Management, Risk Management, Customer Service, Financial Analysis, Hedge Funds, Financial Services, Bloomberg, Business Analysis, Management, Leadership, Process Improvement, Client Services, Securities, Investment Management, Portfolio Management, Wealth Management, Alternative Investments, Equities
Education
Cleveland State University
Bachelor of Business Administration (BBA), Management, Labor Relations and Human Resources
Cleveland State University
Bachelor's degree, Management, Labor Relations and Human Resources
Charles Schwab July 2015 - Present
Capital Group March 2005 - Present
Skills
Fixed Income, Mutual Funds, Investments, Asset Management, Vendor Management, Outlook, Relationship Management, Risk Management, Customer Service, Financial Analysis, Hedge Funds, Financial Services, Bloomberg, Business Analysis, Management, Leadership, Process Improvement, Client Services, Securities, Investment Management, Portfolio Management, Wealth Management, Alternative Investments, Equities
Education
Cleveland State University
Bachelor of Business Administration (BBA), Management, Labor Relations and Human Resources
Cleveland State University
Bachelor's degree, Management, Labor Relations and Human Resources
Christine Fisk, AAMS Christine Fisk, AAMS's Charles Schwab Experience 2013 - Present
Job Senior Manager, Retirement Plan Advice Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Schwab Private Client Registered Investment Advisory, Inc. 2007 - 2012
Charles Schwab 2005 - 2007
Charles Schwab 2004 - 2005
Edward Jones 2002 - 2004
Edward Jones 1999 - 2002
Skills
Series 7, Series 63, Series 9/10, Series 66, AAMS, Licensed Life & Health...
Education
College for Financial Planning
Accredited Asset Managment Specialist (AAMS)
New Mexico Highlands University
Master of Arts (M.A.), Education & Counseling, Summa Cum Laude
Pepperdine University
Bachelor of Arts (B.A.), Philosophy/Religion/Psychology
Charles Schwab 2013 - Present
Schwab Private Client Registered Investment Advisory, Inc. 2007 - 2012
Charles Schwab 2005 - 2007
Charles Schwab 2004 - 2005
Edward Jones 2002 - 2004
Edward Jones 1999 - 2002
Skills
Series 7, Series 63, Series 9/10, Series 66, AAMS, Licensed Life & Health...
Education
College for Financial Planning
Accredited Asset Managment Specialist (AAMS)
New Mexico Highlands University
Master of Arts (M.A.), Education & Counseling, Summa Cum Laude
Pepperdine University
Bachelor of Arts (B.A.), Philosophy/Religion/Psychology
Casey Mervine's Charles Schwab Experience January 1996 — Present
Job Financial Planning and Wealth Management
Industry Financial Services
Experience
Charles Schwab January 1996 — Present
Education
College for Financial Planning 2009 — 2013
Financial Planning and Retirement
Harvard University Kennedy School of Government 2010 — 2010
Investment Decisions and Behavioral Finance
Kaplan University 2007 — 2008
Finance
University of Phoenix 1997 — 2002
Marketing and Communications
Charles Schwab January 1996 — Present
Education
College for Financial Planning 2009 — 2013
Financial Planning and Retirement
Harvard University Kennedy School of Government 2010 — 2010
Investment Decisions and Behavioral Finance
Kaplan University 2007 — 2008
Finance
University of Phoenix 1997 — 2002
Marketing and Communications
Meredith Lloyd Rice's Charles Schwab Experience 2000 - 2000
Job Sr. Director, Syndicated Research & Consulting
Industry Market Research
Experience
Cogent Reports, a Market Strategies International company April 2008 - Present
Chatham Partners January 2005 - March 2008
State Street 2004 - 2004
Synovate 2001 - 2004
Charles Schwab 2000 - 2000
Skills
Quantitative Research, Marketing Research, Competitive Intelligence, Customer Insight, Segmentation, Market Research, Financial Services, Marketing, Focus Groups, Analysis, Primary Research, Market Analysis, Analytics, Competitive Analysis, Consumer Behaviour
Education
Thunderbird School of Global Management 1999 — 2001
MBA
Colgate University 1992 — 1996
BA
Cogent Reports, a Market Strategies International company April 2008 - Present
Chatham Partners January 2005 - March 2008
State Street 2004 - 2004
Synovate 2001 - 2004
Charles Schwab 2000 - 2000
Skills
Quantitative Research, Marketing Research, Competitive Intelligence, Customer Insight, Segmentation, Market Research, Financial Services, Marketing, Focus Groups, Analysis, Primary Research, Market Analysis, Analytics, Competitive Analysis, Consumer Behaviour
Education
Thunderbird School of Global Management 1999 — 2001
MBA
Colgate University 1992 — 1996
BA
Jared Cornell's Charles Schwab Experience 2003 - Present
Job Director of Alternative Investments at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2003 - Present
Skills
Alternative Investments, Series 7, Series 24, Due Diligence, Securities, Hedge Funds, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Equities, Investment Management, Asset Management, Fixed Income, Investment Advisory, Portfolio Management, Contract Negotiation
Education
Colby College 1987 — 1991
BA, English, Asian Studies
Charles Schwab 2003 - Present
Skills
Alternative Investments, Series 7, Series 24, Due Diligence, Securities, Hedge Funds, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Equities, Investment Management, Asset Management, Fixed Income, Investment Advisory, Portfolio Management, Contract Negotiation
Education
Colby College 1987 — 1991
BA, English, Asian Studies
Donald Dempsey's Charles Schwab Experience February 1996 - November 2004
Job Owner, Dempsey Investment Management
Industry Investment Management
Experience
Dempsey Investment Management March 2005 - Present
Toastmasters Of Greater Burlington, Vermont July 2011 - July 2012
Toastmasters of Greater Burlington 2004 - June 2011
Charles Schwab February 1996 - November 2004
Morgan Stanley June 1994 - December 1995
Skills
Investments, Investment Strategies, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Retirement, Asset Allocation, 401k, Asset Management, Wealth Management, Financial Advisory, Retirement Planning, Investment Management, Estate Planning, Bonds, Securities, ETFs, Small Business, Separately Managed..., Management, Personal Finance, Options, Financial Planners, Finance, Fixed Income, IRAs, Financial Services, Equities, Insurance, Financial Planning, High Net Worth..., Life Insurance, Wealth, Stocks, UMA, Dividend Stocks
Education
College for Financial Planning 2000 — 2005
CFP, Financial Planning
University of Vermont 1985 — 1989
B.S., Consumer Studies
Dempsey Investment Management March 2005 - Present
Toastmasters Of Greater Burlington, Vermont July 2011 - July 2012
Toastmasters of Greater Burlington 2004 - June 2011
Charles Schwab February 1996 - November 2004
Morgan Stanley June 1994 - December 1995
Skills
Investments, Investment Strategies, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Retirement, Asset Allocation, 401k, Asset Management, Wealth Management, Financial Advisory, Retirement Planning, Investment Management, Estate Planning, Bonds, Securities, ETFs, Small Business, Separately Managed..., Management, Personal Finance, Options, Financial Planners, Finance, Fixed Income, IRAs, Financial Services, Equities, Insurance, Financial Planning, High Net Worth..., Life Insurance, Wealth, Stocks, UMA, Dividend Stocks
Education
College for Financial Planning 2000 — 2005
CFP, Financial Planning
University of Vermont 1985 — 1989
B.S., Consumer Studies
Navi Saini's Charles Schwab Experience December 2005 - October 2006
Job
Industry Telecommunications
Experience
Charter Communications August 2013 - Present
itaas, Inc February 2013 - July 2013
MDAS/Concurrent Computers Corp. January 2007 - November 2012
Maximus October 2006 - January 2007
Charles Schwab December 2005 - October 2006
Lockheed Martin May 2005 - October 2005
Teknowledge August 2004 - April 2005
Skills
Quality Assurance, Software Project..., Requirements Analysis, Team Building, Project Management, Leadership, SDLC, Team Management, Testing, Agile Methodologies, Business Analysis, Program Management, Integration, Software Engineering, Troubleshooting, Telecommunications, Product Management, PMP, Business Intelligence, Software Development
Education
Cleveland State University 2004 — 2008
MBA
Cleveland State University 2001 — 2002
Bachelor's
The George Washington University - School of Business
Pursuing Master's Certification
Charter Communications August 2013 - Present
itaas, Inc February 2013 - July 2013
MDAS/Concurrent Computers Corp. January 2007 - November 2012
Maximus October 2006 - January 2007
Charles Schwab December 2005 - October 2006
Lockheed Martin May 2005 - October 2005
Teknowledge August 2004 - April 2005
Skills
Quality Assurance, Software Project..., Requirements Analysis, Team Building, Project Management, Leadership, SDLC, Team Management, Testing, Agile Methodologies, Business Analysis, Program Management, Integration, Software Engineering, Troubleshooting, Telecommunications, Product Management, PMP, Business Intelligence, Software Development
Education
Cleveland State University 2004 — 2008
MBA
Cleveland State University 2001 — 2002
Bachelor's
The George Washington University - School of Business
Pursuing Master's Certification
Nathan DeGioia's Charles Schwab Experience March 2005 - December 2005
Job Sr. Database Consultant at CGI Technologies
Industry Computer Software
Experience
CGI August 2008 - Present
AdvizeX Technologies August 2007 - July 2008
National City Bank January 2006 - July 2007
Charles Schwab March 2005 - December 2005
Diebold January 2003 - February 2005
Skills
Replication, VB.NET, Microsoft SQL Server, SharePoint, T-SQL, ASP.NET, Database Design, SQL, Web Applications, Visual Studio, .NET, Requirements Analysis, Enterprise Software, Relational Databases, Databases, DTS, Software Development, Integration, Unix, Solution Architecture, XML, Disaster Recovery, OLAP, Enterprise Architecture, Cluster, Oracle, SDLC, Business Intelligence, Web Development, Web Services, Stored Procedures, Agile Methodologies, C#, JavaScript, Data Warehousing, Database Administration, Information Technology
Education
Cleveland Institute of Art 1995 — 2000
Digital Arts
Cleveland Institue of Art
CGI August 2008 - Present
AdvizeX Technologies August 2007 - July 2008
National City Bank January 2006 - July 2007
Charles Schwab March 2005 - December 2005
Diebold January 2003 - February 2005
Skills
Replication, VB.NET, Microsoft SQL Server, SharePoint, T-SQL, ASP.NET, Database Design, SQL, Web Applications, Visual Studio, .NET, Requirements Analysis, Enterprise Software, Relational Databases, Databases, DTS, Software Development, Integration, Unix, Solution Architecture, XML, Disaster Recovery, OLAP, Enterprise Architecture, Cluster, Oracle, SDLC, Business Intelligence, Web Development, Web Services, Stored Procedures, Agile Methodologies, C#, JavaScript, Data Warehousing, Database Administration, Information Technology
Education
Cleveland Institute of Art 1995 — 2000
Digital Arts
Cleveland Institue of Art
Tony Hernandez's Charles Schwab Experience January 2015 - Present
Job HR Business Partner at Charles Schwab
Industry Human Resources
Experience
Charles Schwab January 2015 - Present
Hertz May 2011 - December 2014
The Hertz Corporation March 2010 - May 2011
The Hertz Corporation April 2009 - March 2010
Nelson Staffing August 2007 - March 2008
The Art Institute of CA-SF (EDMC) March 2003 - August 2007
The Right People 2002 - 2003
Deloitte & Touche 1999 - 2001
Skills
Succession Planning, Onboarding, Hiring, Performance Reviews, Career Development, HR Strategy, Job Descriptions, Talent Management, Talent Acquisition, Recruitment Training, College Recruiting, Recruiting, New Hire Training, Training, Business Development, Client/Hiring Manager..., Sales Management, Applicant Tracking..., Employee Relations, Team Building, Job Coaching, Personnel Management, Temporary Placement, Screening
Education
Colorado State University 2011 — 2011
Colby College 1993 — 1997
BA, Philosophy
Thacher School 1989 — 1993
Bachelor of Arts, Philosophy
Charles Schwab January 2015 - Present
Hertz May 2011 - December 2014
The Hertz Corporation March 2010 - May 2011
The Hertz Corporation April 2009 - March 2010
Nelson Staffing August 2007 - March 2008
The Art Institute of CA-SF (EDMC) March 2003 - August 2007
The Right People 2002 - 2003
Deloitte & Touche 1999 - 2001
Skills
Succession Planning, Onboarding, Hiring, Performance Reviews, Career Development, HR Strategy, Job Descriptions, Talent Management, Talent Acquisition, Recruitment Training, College Recruiting, Recruiting, New Hire Training, Training, Business Development, Client/Hiring Manager..., Sales Management, Applicant Tracking..., Employee Relations, Team Building, Job Coaching, Personnel Management, Temporary Placement, Screening
Education
Colorado State University 2011 — 2011
Colby College 1993 — 1997
BA, Philosophy
Thacher School 1989 — 1993
Bachelor of Arts, Philosophy
Joshua Beams, CFP®'s Charles Schwab Experience October 2014 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
USAA June 2012 - September 2014
USAA November 2009 - June 2012
AXA Advisors 2006 - March 2011
US Army February 2001 - June 2005
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Project Management
The American College 2011 — 2012
CFP, Certifed Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
College for Financial Planning 2009 — 2010
AAMS, Asset Management
Charles Schwab October 2014 - Present
USAA June 2012 - September 2014
USAA November 2009 - June 2012
AXA Advisors 2006 - March 2011
US Army February 2001 - June 2005
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Project Management
The American College 2011 — 2012
CFP, Certifed Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Retirement Planning
College for Financial Planning 2009 — 2010
AAMS, Asset Management
Charles Curry, CFP®'s Charles Schwab Experience March 2014 - Present
Job VP Financial Consultant at Charles Schwab
Industry Banking
Experience
Charles Schwab March 2014 - Present
Charles Schwab February 2010 - March 2014
Wells Fargo October 2008 - February 2010
SunTrust Bank April 2003 - October 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Investments, Banking, Series 63, Investment Management, Financial Services, Insurance, Wealth Management..., Fixed Annuities, Commercial Lending, Credit, Financial Advisory, Wealth, Personal Finance, Trust Services, Loans, Commercial Banking
Education
College for Financial Planning 2005 — 2007
CFP®
Rollins College 1996 — 1998
MBA, Finance and Financial Management Services
Wake Forest University 1992 — 1996
BA
Charles Schwab March 2014 - Present
Charles Schwab February 2010 - March 2014
Wells Fargo October 2008 - February 2010
SunTrust Bank April 2003 - October 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Investments, Banking, Series 63, Investment Management, Financial Services, Insurance, Wealth Management..., Fixed Annuities, Commercial Lending, Credit, Financial Advisory, Wealth, Personal Finance, Trust Services, Loans, Commercial Banking
Education
College for Financial Planning 2005 — 2007
CFP®
Rollins College 1996 — 1998
MBA, Finance and Financial Management Services
Wake Forest University 1992 — 1996
BA
Carol Jacak's Charles Schwab Experience April 2008 - Present
Job Manager, Strategy & Execution at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2008 - Present
Charles Schwab 2003 - 2007
Management Recruiters 1999 - 2003
Datavantage 1994 - 1998
Skills
Strategic Planning, Process Improvement, Business Development, Customer Service, Recruiting, Sales, Strategic Financial..., Analysis, New Business Development, Team Building, Advertising, Time Management, Leadership, Strategy, Management
Education
Kent State University 1987 — 1988
Cleveland State University
BA
Charles Schwab April 2008 - Present
Charles Schwab 2003 - 2007
Management Recruiters 1999 - 2003
Datavantage 1994 - 1998
Skills
Strategic Planning, Process Improvement, Business Development, Customer Service, Recruiting, Sales, Strategic Financial..., Analysis, New Business Development, Team Building, Advertising, Time Management, Leadership, Strategy, Management
Education
Kent State University 1987 — 1988
Cleveland State University
BA
Karamjit Kang's Charles Schwab Experience January 2013 - Present
Job Solutions Architect at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab July 2008 - December 2012
Charles Schwab May 1996 - June 2008
Skills
Microsoft Office, Microsoft SQL Server, Microsoft Outlook, Microsoft TFS, Resource Management, Outsourcing Management, Solution Architecture, System Architecture, HTML, jQuery, JavaScript, CSS, XML, Visual Basic, Visual Studio, C#, ASP.NET, Oracle SQL, SQL DB2, Windows 7, Windows Server, Project Management, SDLC, Time Management, Project Planning, Software Project..., Project Delivery, MS Project, Visio, TFS, Enterprise Architecture, SOA, WCF Services, Fiddler, HTTPWatch, SharePoint, IIS, Software Development, Agile Project Management
Education
Cleveland State University 2004 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.9
The University of Akron 1991 — 1996
Bachelor of Science (B.S.), Computer Science, 3.87
Charles Schwab January 2013 - Present
Charles Schwab July 2008 - December 2012
Charles Schwab May 1996 - June 2008
Skills
Microsoft Office, Microsoft SQL Server, Microsoft Outlook, Microsoft TFS, Resource Management, Outsourcing Management, Solution Architecture, System Architecture, HTML, jQuery, JavaScript, CSS, XML, Visual Basic, Visual Studio, C#, ASP.NET, Oracle SQL, SQL DB2, Windows 7, Windows Server, Project Management, SDLC, Time Management, Project Planning, Software Project..., Project Delivery, MS Project, Visio, TFS, Enterprise Architecture, SOA, WCF Services, Fiddler, HTTPWatch, SharePoint, IIS, Software Development, Agile Project Management
Education
Cleveland State University 2004 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.9
The University of Akron 1991 — 1996
Bachelor of Science (B.S.), Computer Science, 3.87
Adam G. Lewis, CMFC®'s Charles Schwab Experience August 2009 - Present
Job Vice President Financial Consultant Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2009 - Present
The Bank of New York Mellon Corporation November 1999 - October 2008
Dreyfus November 1999 - October 2008
A.T. Brod & Co. May 1992 - August 1994
GKN Securites April 1991 - March 1992
Kensington Wells 1991 - 1991
Stratton Oakmont 1989 - 1991
Uni Mail List Corp 1986 - 1989
Wish is Granted July 1984 - May 1986
Huntington Country Club April 1980 - October 1984
Education
College for Financial Planning 2003 — 2003
CMFC®, CHARTERED MUTUAL FUND COUNSELOR
Hofstra University
International Business & Entrepreneurship
Nassau Community College
A.S., Liberal Arts
New England College
Marketing
Charles Schwab August 2009 - Present
The Bank of New York Mellon Corporation November 1999 - October 2008
Dreyfus November 1999 - October 2008
A.T. Brod & Co. May 1992 - August 1994
GKN Securites April 1991 - March 1992
Kensington Wells 1991 - 1991
Stratton Oakmont 1989 - 1991
Uni Mail List Corp 1986 - 1989
Wish is Granted July 1984 - May 1986
Huntington Country Club April 1980 - October 1984
Education
College for Financial Planning 2003 — 2003
CMFC®, CHARTERED MUTUAL FUND COUNSELOR
Hofstra University
International Business & Entrepreneurship
Nassau Community College
A.S., Liberal Arts
New England College
Marketing
Rick Donley's Charles Schwab Experience April 2008 - Present
Job Field Vice President, Consultant Relations
Industry Financial Services
Experience
Charles Schwab April 2008 - Present
Charles Schwab January 2005 - April 2008
Charles Schwab August 2003 - January 2005
Charles Schwab November 2002 - August 2003
Charles Schwab August 1999 - November 2002
PolyOne July 1996 - August 1999
Thomas & Betts February 1995 - July 1996
FECO Engineered Systems, Inc September 1992 - February 1995
Continental Airlines June 1991 - June 1992
Education
Cleveland State University 1989 — 1991
MA, Psychology
Cleveland State University 1983 — 1989
BA, Psychology
Cleveland State University 1983 — 1988
BS, Pre-Med/Biology
Charles Schwab April 2008 - Present
Charles Schwab January 2005 - April 2008
Charles Schwab August 2003 - January 2005
Charles Schwab November 2002 - August 2003
Charles Schwab August 1999 - November 2002
PolyOne July 1996 - August 1999
Thomas & Betts February 1995 - July 1996
FECO Engineered Systems, Inc September 1992 - February 1995
Continental Airlines June 1991 - June 1992
Education
Cleveland State University 1989 — 1991
MA, Psychology
Cleveland State University 1983 — 1989
BA, Psychology
Cleveland State University 1983 — 1988
BS, Pre-Med/Biology
James Beenders's Charles Schwab Experience 2003 - 2006
Job Principal, Sr. Wealth Manager
Industry Financial Services
Experience
Youngs Advisory Group January 2007 - Present
The Program for Women & Families 2006 - 2012
Charles Schwab 2003 - 2006
BNY Mellon 2000 - 2003
Prudential Financial 1995 - 2000
Champion Mortgage 1992 - 1995
Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Estate Planning, Asset Management, Insurance, Retirement, Financial Risk, Wealth, Tax, Wealth Management...
Education
College for Financial Planning 2012 — 2012
AWMA
College for Financial Planning 2006 — 2006
AAMS
Moravian College 2004 — 2005
Certificate in Personal Financial Planning
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science
Youngs Advisory Group January 2007 - Present
The Program for Women & Families 2006 - 2012
Charles Schwab 2003 - 2006
BNY Mellon 2000 - 2003
Prudential Financial 1995 - 2000
Champion Mortgage 1992 - 1995
Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Estate Planning, Asset Management, Insurance, Retirement, Financial Risk, Wealth, Tax, Wealth Management...
Education
College for Financial Planning 2012 — 2012
AWMA
College for Financial Planning 2006 — 2006
AAMS
Moravian College 2004 — 2005
Certificate in Personal Financial Planning
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science
Andy Krambs's Charles Schwab Experience August 2009 - Present
Job Senior Trading Specialist at Charles Schwab
Industry Banking
Experience
Charles Schwab August 2009 - Present
Charles Schwab Bank October 2006 - August 2009
Education
Market Technicians Association 2014 — 2015
CMT designation, Technical Analysis, Financial Markets, Expected completion in 2015
College for Financial Planning 2013 — 2013
AAMS designation, Asset Management, Finance
John Brown University 1994 — 1999
Charles Schwab August 2009 - Present
Charles Schwab Bank October 2006 - August 2009
Education
Market Technicians Association 2014 — 2015
CMT designation, Technical Analysis, Financial Markets, Expected completion in 2015
College for Financial Planning 2013 — 2013
AAMS designation, Asset Management, Finance
John Brown University 1994 — 1999
David Podolak's Charles Schwab Experience January 2015 - Present
Job Sr Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Pinnacle High School 2008 - Present
Charles Schwab October 2011 - December 2014
Vanguard September 2010 - September 2011
ING Investment Management 2004 - October 2010
Charles Schwab 1992 - 2004
Skills
Wealth Management, Financial Planning, Investment Strategies, Asset Allocation, Retirement Planning, Series 7, Series 63, series 9/10, Series 24, FINRA, Mutual Funds, Options, Equities, Alternative Investments, Call Centers, Financial Services, Portfolio Management, Management
Education
College for Financial Planning
Charles Schwab January 2015 - Present
Pinnacle High School 2008 - Present
Charles Schwab October 2011 - December 2014
Vanguard September 2010 - September 2011
ING Investment Management 2004 - October 2010
Charles Schwab 1992 - 2004
Skills
Wealth Management, Financial Planning, Investment Strategies, Asset Allocation, Retirement Planning, Series 7, Series 63, series 9/10, Series 24, FINRA, Mutual Funds, Options, Equities, Alternative Investments, Call Centers, Financial Services, Portfolio Management, Management
Education
College for Financial Planning
Andy Sams's Charles Schwab Experience July 1995 - Present
Job Senior Derivatives Trader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 1995 - Present
US Army March 1983 - June 2015
Prudential Financial June 1992 - July 1995
Skills
Leadership, Command, Program Management, Process Improvement, Operations Management, Team Leadership, Leadership Development, Supervisory Skills, Team Building, Project Management, Training, Risk Management, Mutual Funds, Equities, Options Strategies, Negotiations, Strong Verbal and..., Investment Brokerage, Creative Problem Solving, ETFs, Trading Strategies, Investment Strategies, IRAs, Retirement Strategies, Hold Series 7, Series 9/10 Sales..., Series 63, Management
Education
Indiana University-Purdue University at Indianapolis
BA, Radio & TV Communications, Economics and Political Science
College for Financial Planning 1999 — 2015
Chartered Retirement Planning Counselor, Registered Paraplanner, Financial Planning and Services, Graduate
Charles Schwab July 1995 - Present
US Army March 1983 - June 2015
Prudential Financial June 1992 - July 1995
Skills
Leadership, Command, Program Management, Process Improvement, Operations Management, Team Leadership, Leadership Development, Supervisory Skills, Team Building, Project Management, Training, Risk Management, Mutual Funds, Equities, Options Strategies, Negotiations, Strong Verbal and..., Investment Brokerage, Creative Problem Solving, ETFs, Trading Strategies, Investment Strategies, IRAs, Retirement Strategies, Hold Series 7, Series 9/10 Sales..., Series 63, Management
Education
Indiana University-Purdue University at Indianapolis
BA, Radio & TV Communications, Economics and Political Science
College for Financial Planning 1999 — 2015
Chartered Retirement Planning Counselor, Registered Paraplanner, Financial Planning and Services, Graduate
Eddie Vigil, CFP®, AAMS®'s Charles Schwab Experience May 2005 - May 2008
Job Portfolio Manager Small Cap Strategy at Argent Capital Management
Industry Financial Services
Experience
Argent Capital Management January 2013 - Present
Argent Capital Management June 2011 - January 2013
Argent Capital Management May 2008 - June 2011
Charles Schwab May 2005 - May 2008
Ameriprise Financial Services, Inc. 1998 - May 2005
Skills
Portfolio Management, Asset Allocation, Equities, Equity Research, Asset Managment, Financial Modeling, Mutual Funds, Investments, Strategic Financial..., Valuation, Wealth Management, Investment Strategies
Education
College for Financial Planning
CFP®, AAMS SM
University of Missouri-Saint Louis
BS, Business Administration
St Louis University Highschool
Argent Capital Management January 2013 - Present
Argent Capital Management June 2011 - January 2013
Argent Capital Management May 2008 - June 2011
Charles Schwab May 2005 - May 2008
Ameriprise Financial Services, Inc. 1998 - May 2005
Skills
Portfolio Management, Asset Allocation, Equities, Equity Research, Asset Managment, Financial Modeling, Mutual Funds, Investments, Strategic Financial..., Valuation, Wealth Management, Investment Strategies
Education
College for Financial Planning
CFP®, AAMS SM
University of Missouri-Saint Louis
BS, Business Administration
St Louis University Highschool
Jim Jenkinson, MBA's Charles Schwab Experience 1997 - 1998
Job IT Auditor
Industry Insurance
Experience
Westfield Group/Westfield Insurance 2015 - Present
KeyBank June 2013 - September 2015
KeyBank April 2006 - June 2013
KeyBank May 2001 - April 2006
Bank of America April 2000 - April 2001
Quickstart Technologies 1998 - 2000
Charles Schwab 1997 - 1998
California State Automobile Association (AAA) 1993 - 1997
Jameco Electronics 1990 - 1992
United States Marine Corps July 1982 - January 1987
Skills
Disaster Recovery, Business Continuity, Vendor Management, Process Improvement, Security, Management, Information Technology, ITIL, Risk Management, Business Analysis
Education
Cleveland State University 2008 — 2009
MBA, Business
Cleveland State University 2001 — 2007
Bachelor of Business Administration (B.B.A.), Business/Information Systems
College of San Mateo 1987 — 1992
Associate of Science (A.S.), Electrical, Electronic and Communications Engineering Technology/Technician
San Mateo High School
Westfield Group/Westfield Insurance 2015 - Present
KeyBank June 2013 - September 2015
KeyBank April 2006 - June 2013
KeyBank May 2001 - April 2006
Bank of America April 2000 - April 2001
Quickstart Technologies 1998 - 2000
Charles Schwab 1997 - 1998
California State Automobile Association (AAA) 1993 - 1997
Jameco Electronics 1990 - 1992
United States Marine Corps July 1982 - January 1987
Skills
Disaster Recovery, Business Continuity, Vendor Management, Process Improvement, Security, Management, Information Technology, ITIL, Risk Management, Business Analysis
Education
Cleveland State University 2008 — 2009
MBA, Business
Cleveland State University 2001 — 2007
Bachelor of Business Administration (B.B.A.), Business/Information Systems
College of San Mateo 1987 — 1992
Associate of Science (A.S.), Electrical, Electronic and Communications Engineering Technology/Technician
San Mateo High School
Denice Fink's Charles Schwab Experience May 2010 - December 2013
Job Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Charles Schwab May 2010 - December 2013
Charles Schwab May 2000 - May 2010
David Advertising June 1999 - May 2000
Airtouch Cellular January 1995 - May 1999
Skills
Retirement Planning, 401k, Mutual Funds, Series 7, Employee Benefits, Investments, Asset Allocation, Public Speaking, Securities, Retirement, Series 63, Financial Services, Investment Advisory, Relationship Management, Pensions, Asset Managment, Project Management, Equities, Strategic Financial..., Wealth Management, Portfolio Management
Education
Cleveland State University
BBA, Economics
Fidelity Investments January 2014 - Present
Charles Schwab May 2010 - December 2013
Charles Schwab May 2000 - May 2010
David Advertising June 1999 - May 2000
Airtouch Cellular January 1995 - May 1999
Skills
Retirement Planning, 401k, Mutual Funds, Series 7, Employee Benefits, Investments, Asset Allocation, Public Speaking, Securities, Retirement, Series 63, Financial Services, Investment Advisory, Relationship Management, Pensions, Asset Managment, Project Management, Equities, Strategic Financial..., Wealth Management, Portfolio Management
Education
Cleveland State University
BBA, Economics
Kathy Yeck's Charles Schwab Experience 1999 - 2003
Job eBusiness Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank 2007 - Present
Charles Schwab 1999 - 2003
RCM Capital Management 1993 - 1997
Skills
Business Analysis, Software Project..., SDLC, Management, Requirements Analysis, Project Management, Process Improvement
Education
Coleman College 1979 — 1981
Bachelors in Computer Science
Wells Fargo Bank 2007 - Present
Charles Schwab 1999 - 2003
RCM Capital Management 1993 - 1997
Skills
Business Analysis, Software Project..., SDLC, Management, Requirements Analysis, Project Management, Process Improvement
Education
Coleman College 1979 — 1981
Bachelors in Computer Science
Lynda Castellano's Charles Schwab Experience June 1999 - December 2003
Job Investment Management Professional
Industry Investment Management
Experience
Douglas C. Lane & Associates, Inc. January 2010 - Present
Neuberger Berman May 2006 - October 2008
Fidelity Investments November 2004 - May 2006
Charles Schwab June 1999 - December 2003
Skills
Investment Advisory, Asset Allocation, Wealth Management, Investment Management, Securities, Alternative Investments, Business Development, Portfolio Management
Education
Coastal Carolina University 1991 — 1995
BA, Political Science and Government
Douglas C. Lane & Associates, Inc. January 2010 - Present
Neuberger Berman May 2006 - October 2008
Fidelity Investments November 2004 - May 2006
Charles Schwab June 1999 - December 2003
Skills
Investment Advisory, Asset Allocation, Wealth Management, Investment Management, Securities, Alternative Investments, Business Development, Portfolio Management
Education
Coastal Carolina University 1991 — 1995
BA, Political Science and Government
Mohan Mundackal's Charles Schwab Experience June 2004 - Present
Job Senior Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2004 - Present
Ameritrade 1999 - 2002
Tech Mahindra (formerly Mahindra Satyam) 1995 - 1998
Skills
C++, .NET, Java, Debugging
Education
Cochin University of Science and Technology 1991 — 1995
Charles Schwab June 2004 - Present
Ameritrade 1999 - 2002
Tech Mahindra (formerly Mahindra Satyam) 1995 - 1998
Skills
C++, .NET, Java, Debugging
Education
Cochin University of Science and Technology 1991 — 1995
Doug Kuhlman's Charles Schwab Experience January 1999 - September 2008
Job Managing Partner at Paradigm Wealth Management, LLC
Industry Investment Management
Experience
Paradigm Wealth Management, LLC October 2008 - Present
Charles Schwab January 1999 - September 2008
Skills
Wealth Management, Series 7, Management, Financial Services, Investments, Portfolio Management, Asset Management, Mutual Funds, Strategic Planning, Asset Allocation, Equities, Securities
Education
Cleveland State University 2002 — 2003
Master of Business Administration, Finance
Villanova University 1992 — 1996
Finance
London Business School 1995 — 1995
Business, Finance
Walsh Jesuit
Paradigm Wealth Management, LLC October 2008 - Present
Charles Schwab January 1999 - September 2008
Skills
Wealth Management, Series 7, Management, Financial Services, Investments, Portfolio Management, Asset Management, Mutual Funds, Strategic Planning, Asset Allocation, Equities, Securities
Education
Cleveland State University 2002 — 2003
Master of Business Administration, Finance
Villanova University 1992 — 1996
Finance
London Business School 1995 — 1995
Business, Finance
Walsh Jesuit
Don Denault's Charles Schwab Experience October 2006 - February 2009
Job Field Consultant Cleveland at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
Charles Schwab October 2006 - February 2009
Charles Schwab December 1996 - October 2006
Skills
401k, Employee Benefits, Retirement, Retirement Planning, Strategic Financial..., Securities, Series 63, FINRA, Financial Services, Investments, Marketing
Education
Cleveland State University 1996 — 2006
BA, Finance
TIAA-CREF February 2011 - Present
Charles Schwab October 2006 - February 2009
Charles Schwab December 1996 - October 2006
Skills
401k, Employee Benefits, Retirement, Retirement Planning, Strategic Financial..., Securities, Series 63, FINRA, Financial Services, Investments, Marketing
Education
Cleveland State University 1996 — 2006
BA, Finance
Lisa Dezman Whitesell's Charles Schwab Experience September 2008 - February 2009
Job Trust Relationship Associate at Huntington National Bank
Industry Investment Banking
Experience
Huntington National Bank May 2009 - Present
Charles Schwab September 2008 - February 2009
UBS Financial Services April 2006 - June 2008
Key Bank October 2001 - April 2006
Key Bank June 1998 - October 2001
Key Bank April 1997 - June 1998
Skills
Retirement Planning, Series 7, Commercial Banking, Sales, Investments, Series 63, Portfolio Management, Credit, Loans, Relationship Management, Treasury Management, Banking
Education
Cleveland State University 1989 — 1994
Bachelors, Liberal Arts
Huntington National Bank May 2009 - Present
Charles Schwab September 2008 - February 2009
UBS Financial Services April 2006 - June 2008
Key Bank October 2001 - April 2006
Key Bank June 1998 - October 2001
Key Bank April 1997 - June 1998
Skills
Retirement Planning, Series 7, Commercial Banking, Sales, Investments, Series 63, Portfolio Management, Credit, Loans, Relationship Management, Treasury Management, Banking
Education
Cleveland State University 1989 — 1994
Bachelors, Liberal Arts
David Muscat's Charles Schwab Experience July 1997 - Present
Job Business
Industry Financial Services
Experience
Charles Schwab July 1997 - Present
various January 1973 - Present
Waterhouse Securities January 1996 - June 1997
RBC October 1994 - May 1996
Skills
Marketing, Asset Consoldation, Leadership, Management, Sales, Finance, Selling, New Business Development, Retail, Networking, Financial Analysis, Accounting, Business Strategy, Strategy, Team Building, Business Development, CRM, Account Management
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist - AAMS, Wealth Management
NASD 1997 — 1997
incomplete, English Language and Literature, General
University of Manitoba 1984 — 1988
Bachelors, French, English Literature, Business
L-Università ta' Malta 1971 — 1971
BA, Languages, Accounting & Business
Charles Schwab July 1997 - Present
various January 1973 - Present
Waterhouse Securities January 1996 - June 1997
RBC October 1994 - May 1996
Skills
Marketing, Asset Consoldation, Leadership, Management, Sales, Finance, Selling, New Business Development, Retail, Networking, Financial Analysis, Accounting, Business Strategy, Strategy, Team Building, Business Development, CRM, Account Management
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist - AAMS, Wealth Management
NASD 1997 — 1997
incomplete, English Language and Literature, General
University of Manitoba 1984 — 1988
Bachelors, French, English Literature, Business
L-Università ta' Malta 1971 — 1971
BA, Languages, Accounting & Business
Steve Smalley's Charles Schwab Experience October 2004 - Present
Job Director, Client Experience Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2004 - Present
Ernst & Young 1996 - 2004
Creative Benefit Strategies, Inc. 1995 - 1996
Moskal Jaras Klein 1990 - 1995
Skills
Pensions, Mutual Funds, Financial Services, Product Management, Strategic Planning
Education
Cleveland State University 1986 — 1990
BBA, Quantitative Business Analysis
Charles Schwab October 2004 - Present
Ernst & Young 1996 - 2004
Creative Benefit Strategies, Inc. 1995 - 1996
Moskal Jaras Klein 1990 - 1995
Skills
Pensions, Mutual Funds, Financial Services, Product Management, Strategic Planning
Education
Cleveland State University 1986 — 1990
BBA, Quantitative Business Analysis
Scott Holmes, CFP, CFA's Charles Schwab Experience February 1993 - February 2005
Job Portfolio Manager, Vice President at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management February 2010 - Present
US Bank September 2006 - February 2010
Holmes Real Estate & Asset Management February 2005 - September 2006
Charles Schwab February 1993 - February 2005
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Bonds, Portfolio Management, Loans, Financial Services, Finance, Structured Finance, Investment Management, Wealth Management..., Securities, Strategic Financial..., Trading, Fixed Income, Equities, Investment Advisory, Asset Allocation, Alternative Investments, Asset Management, Venture Capital, Investment Strategies, Hedge Funds, Series 63, High Net Worth..., Financial Advisory, Retirement Planning, Financial Planning
Education
College for Financial Planning
Financial Planning
The Gunnery
University of Massachusetts Boston
B.A., Economics
U.S. Trust, Bank of America Private Wealth Management February 2010 - Present
US Bank September 2006 - February 2010
Holmes Real Estate & Asset Management February 2005 - September 2006
Charles Schwab February 1993 - February 2005
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Bonds, Portfolio Management, Loans, Financial Services, Finance, Structured Finance, Investment Management, Wealth Management..., Securities, Strategic Financial..., Trading, Fixed Income, Equities, Investment Advisory, Asset Allocation, Alternative Investments, Asset Management, Venture Capital, Investment Strategies, Hedge Funds, Series 63, High Net Worth..., Financial Advisory, Retirement Planning, Financial Planning
Education
College for Financial Planning
Financial Planning
The Gunnery
University of Massachusetts Boston
B.A., Economics
Brian Koepke's Charles Schwab Experience 1997 - Present
Job Sr. Property Mgr at Charles Schwab
Industry Facilities Services
Experience
Charles Schwab 1997 - Present
BPLW Architects 1996 - 1997
Walsh Bros. Office Environments 1996 - 1997
Montgomery Ward 1989 - 1996
Education
Northern Illinois University 1986 — 1988
BFA, Interior Design
Kent State University 1983 — 1986
Art History / Architecture
Cleveland Institute of Art 1977 — 1978
BFA, Design
Charles Schwab 1997 - Present
BPLW Architects 1996 - 1997
Walsh Bros. Office Environments 1996 - 1997
Montgomery Ward 1989 - 1996
Education
Northern Illinois University 1986 — 1988
BFA, Interior Design
Kent State University 1983 — 1986
Art History / Architecture
Cleveland Institute of Art 1977 — 1978
BFA, Design
Shawn Morris CFP®, AAMS®'s Charles Schwab Experience November 2004 - February 2014
Job Financial Advisor at Eggerss Capital Management
Industry Financial Services
Experience
Eggerss Capital Management February 2014 - Present
Charles Schwab November 2004 - February 2014
Charles Schwab October 2000 - November 2004
Charles Schwab April 1999 - October 2000
Charles Schwab July 1998 - April 1999
Olde Private Brokerage April 1997 - July 1998
Skills
Investments, Financial Services, Finance, Financial Advisory, Series 7, Asset Allocation, Business Development, CRM, Leadership, Management, Portfolio Management, Recruiting, Securities, Series 63, Strategic Planning, Fixed Income, Wealth Management..., Wealth Management, Investment Advisory, Retirement Planning, Retirement, Investment Strategies, Strategic Financial..., 401k, Asset Management, Investment Management, ETFs, Wealth, High Net Worth..., Personal Financial...
Education
College for Financial Planning 2005 — 2010
CFP®, AAMS®, Financial Planning & Asset Management
The University of Texas at San Antonio 1988 — 1993
BBA, Business Management
Castle Hills 1983 — 1987
Eggerss Capital Management February 2014 - Present
Charles Schwab November 2004 - February 2014
Charles Schwab October 2000 - November 2004
Charles Schwab April 1999 - October 2000
Charles Schwab July 1998 - April 1999
Olde Private Brokerage April 1997 - July 1998
Skills
Investments, Financial Services, Finance, Financial Advisory, Series 7, Asset Allocation, Business Development, CRM, Leadership, Management, Portfolio Management, Recruiting, Securities, Series 63, Strategic Planning, Fixed Income, Wealth Management..., Wealth Management, Investment Advisory, Retirement Planning, Retirement, Investment Strategies, Strategic Financial..., 401k, Asset Management, Investment Management, ETFs, Wealth, High Net Worth..., Personal Financial...
Education
College for Financial Planning 2005 — 2010
CFP®, AAMS®, Financial Planning & Asset Management
The University of Texas at San Antonio 1988 — 1993
BBA, Business Management
Castle Hills 1983 — 1987
Michael Perhne, CFP®, AWMA®'s Charles Schwab Experience December 1990 - December 2004
Job Director of Business Development at Clarity 2 Prosperity Mastermind Group
Industry Investment Management
Experience
Prosperity Capital Advisors August 2014 - Present
Clarity 2 Prosperity Mastermind Group August 2014 - Present
Argent Wealth Advisors January 2013 - Present
Strategic Wealth Partners July 2010 - October 2012
Perhne Investment Counsel January 2004 - July 2010
Charles Schwab December 1990 - December 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Estate Planning, Retirement Income...
Education
College for Financial Planning
CFP
Prosperity Capital Advisors August 2014 - Present
Clarity 2 Prosperity Mastermind Group August 2014 - Present
Argent Wealth Advisors January 2013 - Present
Strategic Wealth Partners July 2010 - October 2012
Perhne Investment Counsel January 2004 - July 2010
Charles Schwab December 1990 - December 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Estate Planning, Retirement Income...
Education
College for Financial Planning
CFP
Weisberg, Dana's Charles Schwab Experience Quality Assurance AnalystInvestmart, Inc.June 2004 - July 2005
Job Senior Specialist Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Quality Assurance AnalystInvestmart, Inc.June 2004 - July 2005
T. Rowe Price December 1999 - January 2004
Education
Cleveland State University 1990 — 1992
BBA, Accounting
Charles Schwab Quality Assurance AnalystInvestmart, Inc.June 2004 - July 2005
T. Rowe Price December 1999 - January 2004
Education
Cleveland State University 1990 — 1992
BBA, Accounting
Chris Martwig, CFP®'s Charles Schwab Experience July 2015 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab May 2014 - June 2015
Charles Schwab January 2011 - May 2014
Wells Fargo Bank February 2010 - January 2011
UMD Center for Economic Development March 2009 - May 2010
Skills
Series 7, Series 66, Investments, Financial Analysis, Sales, Financial Services, Mutual Funds, Time Management, FINRA, Asset Allocation, Retirement Planning, Investment Strategies, Market Research, Strategic Planning, Business Development, Trading, Securities, Financial Modeling, Equities, Strategic Financial..., Asset Management, Portfolio Management, Team Leadership, Fixed Income, Personal Financial..., Electronic Trading, ETFs, Credit, Banking, Customer Service, Derivatives, Options Strategies, Equity Trading, Trading Strategies, Team Management, Multi Tasking, Series 63, Wealth Management, Trading Systems, Emerging Markets, Business Planning, Valuation, Quantitative Analytics, Relationship Management, Financial Reporting, Mobile Devices, Corporate Development, Insurance, Forecasting, Corporate Finance
Education
College for Financial Planning 2014 — 2015
University of Minnesota-Duluth 2007 — 2009
BBA, Finance
Duluth East High School 2001 — 2005
General
Charles Schwab July 2015 - Present
Charles Schwab May 2014 - June 2015
Charles Schwab January 2011 - May 2014
Wells Fargo Bank February 2010 - January 2011
UMD Center for Economic Development March 2009 - May 2010
Skills
Series 7, Series 66, Investments, Financial Analysis, Sales, Financial Services, Mutual Funds, Time Management, FINRA, Asset Allocation, Retirement Planning, Investment Strategies, Market Research, Strategic Planning, Business Development, Trading, Securities, Financial Modeling, Equities, Strategic Financial..., Asset Management, Portfolio Management, Team Leadership, Fixed Income, Personal Financial..., Electronic Trading, ETFs, Credit, Banking, Customer Service, Derivatives, Options Strategies, Equity Trading, Trading Strategies, Team Management, Multi Tasking, Series 63, Wealth Management, Trading Systems, Emerging Markets, Business Planning, Valuation, Quantitative Analytics, Relationship Management, Financial Reporting, Mobile Devices, Corporate Development, Insurance, Forecasting, Corporate Finance
Education
College for Financial Planning 2014 — 2015
University of Minnesota-Duluth 2007 — 2009
BBA, Finance
Duluth East High School 2001 — 2005
General
Anthony Koehler's Charles Schwab Experience January 2000 - January 2014
Job at
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Charles Schwab January 2000 - January 2014
Skills
Certified Financial..., Wealth Management, Series 7, FINRA, Series 63, Financial Planning, Retirement, Investment Advisory, Relationship Management, Financial Advisory, Investment Management, Portfolio Management, Investments, Finance, Mutual Funds, Financial Services, Asset Allocation, Securities, Retirement Planning, Fixed Income, Equities, Asset Management, Investment Strategies, 401k, Estate Planning
Education
Grand Valley State University 2007 — 2010
MBA, Business Management
College for Financial Planning 2005 — 2006
CFP, Certified Financial Planner
Michigan Technological University 1995 — 1999
BS, Business Administration
TIAA-CREF February 2014 - Present
Charles Schwab January 2000 - January 2014
Skills
Certified Financial..., Wealth Management, Series 7, FINRA, Series 63, Financial Planning, Retirement, Investment Advisory, Relationship Management, Financial Advisory, Investment Management, Portfolio Management, Investments, Finance, Mutual Funds, Financial Services, Asset Allocation, Securities, Retirement Planning, Fixed Income, Equities, Asset Management, Investment Strategies, 401k, Estate Planning
Education
Grand Valley State University 2007 — 2010
MBA, Business Management
College for Financial Planning 2005 — 2006
CFP, Certified Financial Planner
Michigan Technological University 1995 — 1999
BS, Business Administration
Gerry LaBossiere's Charles Schwab Experience August 2001 - February 2005
Job Training Solutions Expert
Industry Aviation & Aerospace
Experience
CAE June 2011 - Present
Gerry LaBossiere, CFP® January 1994 - February 2015
Sabal Trust Company February 2005 - November 2007
Charles Schwab August 2001 - February 2005
USAA July 1996 - July 2001
United States Air Force April 1992 - May 1999
Smith Barney August 1994 - June 1996
United States Air Force August 1985 - April 1992
Skills
Aerospace, Integration, DO-178B, Fortran, Systems Engineering, Engineering Management, Flight Simulation, Strategic Financial..., Financial Services, Aircraft, Air Force
Education
College for Financial Planning 1996 — 1999
CFP®, Certified Financial Planner
University of Florida 1981 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
CAE June 2011 - Present
Gerry LaBossiere, CFP® January 1994 - February 2015
Sabal Trust Company February 2005 - November 2007
Charles Schwab August 2001 - February 2005
USAA July 1996 - July 2001
United States Air Force April 1992 - May 1999
Smith Barney August 1994 - June 1996
United States Air Force August 1985 - April 1992
Skills
Aerospace, Integration, DO-178B, Fortran, Systems Engineering, Engineering Management, Flight Simulation, Strategic Financial..., Financial Services, Aircraft, Air Force
Education
College for Financial Planning 1996 — 1999
CFP®, Certified Financial Planner
University of Florida 1981 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Richard Hober Jr's Charles Schwab Experience 2004 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
1st Niagara Bank 2010 - Present
Charles Schwab 2004 - 2008
ESL Federal Credit Union 2001 - 2004
J P Morgan Chase 1991 - 2001
Education
College for Financial Planning
RP
St. John Fisher College
1st Niagara Bank 2010 - Present
Charles Schwab 2004 - 2008
ESL Federal Credit Union 2001 - 2004
J P Morgan Chase 1991 - 2001
Education
College for Financial Planning
RP
St. John Fisher College
Fred Means, CFP, MBA's Charles Schwab Experience May 2006 - October 2013
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
DeVry University November 2011 - 2014
Charles Schwab May 2006 - October 2013
Skills
Sales Management, Strategic Planning, Finance, Customer Service, Financial Goals, Microsoft Excel, Investment Advisory, Profit Sharing, Wealth Management, Performance Management, Investments, Asset Allocation, Customer Retention, SharePoint, Series 7, Process Improvement, Series 63, Portfolio Management, Business Process..., Mutual Funds, Recruiting, Retirement Planning, New Business Development, Financial Advisory, Banking, Enterprise Software, Call Center, Morningstar, Securities, Wealth Management..., Strategic Financial..., Retirement, Financial Analysis, Account Management, Relationship Management, Talent Acquisition, FINRA, Asset Management, Financial Services, Trading, ETFs, Financial Markets, Equities, High Net Worth..., IRAs, Derivatives, Roth IRA, Options, Investment Strategies, Valuation
Education
Indiana Wesleyan University
MBA, Accounting
Indiana University - Kelley School of Business 2001 — 2006
bsb, finance
College for Financial Planning
Cfp
TD Ameritrade October 2013 - Present
DeVry University November 2011 - 2014
Charles Schwab May 2006 - October 2013
Skills
Sales Management, Strategic Planning, Finance, Customer Service, Financial Goals, Microsoft Excel, Investment Advisory, Profit Sharing, Wealth Management, Performance Management, Investments, Asset Allocation, Customer Retention, SharePoint, Series 7, Process Improvement, Series 63, Portfolio Management, Business Process..., Mutual Funds, Recruiting, Retirement Planning, New Business Development, Financial Advisory, Banking, Enterprise Software, Call Center, Morningstar, Securities, Wealth Management..., Strategic Financial..., Retirement, Financial Analysis, Account Management, Relationship Management, Talent Acquisition, FINRA, Asset Management, Financial Services, Trading, ETFs, Financial Markets, Equities, High Net Worth..., IRAs, Derivatives, Roth IRA, Options, Investment Strategies, Valuation
Education
Indiana Wesleyan University
MBA, Accounting
Indiana University - Kelley School of Business 2001 — 2006
bsb, finance
College for Financial Planning
Cfp
Sophia Michaels's Charles Schwab Experience January 2007 - Present
Job Education Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
National City Bank September 2004 - January 2007
Skills
Relationship Management
Education
Cleveland State University
Marketing/Communication
Charles Schwab January 2007 - Present
National City Bank September 2004 - January 2007
Skills
Relationship Management
Education
Cleveland State University
Marketing/Communication
Danielle Bess's Charles Schwab Experience July 2011 - August 2014
Job Senior Technical Writer at American Express
Industry Writing and Editing
Experience
SagePoint Financial February 2015 - Present
American Express July 2014 - January 2015
Charles Schwab July 2011 - August 2014
Charles Schwab December 2008 - December 2010
` July 2007 - December 2008
Lexington School Dist July 2006 - June 2007
Apartments at Kenner Korner July 2006 - May 2007
Southern Virginia University July 2005 - May 2007
Arizona Federal Credit Union July 2002 - August 2004
Skills
Banking, Risk Management, Credit, Financial Services, Loans, Vendor Management, Team Leadership, Customer Service, Process Improvement, Project Management, Strategic Planning, Mobile Banking, Credit Cards, Leadership, Management, Training, Team Building, Business Analysis, Analysis, Business Strategy, Loss Mitigation, Business Development, Microsoft Excel, Outlook, Coaching, Technical Writing, Peer Mentoring, Operational Risk, Performance Management, Leadership Development, Team Management, Relationship Management, Internet Banking, Branch Banking, Core Banking, Cross-functional Team..., Branch Management, Microsoft Office, Microsoft Office...
Education
SVU 2004 — 2007
Bachelor's Degree, Liberal Arts, 3.6
Cochise College 1999 — 2001
Associate of Science (AS), General Science
SagePoint Financial February 2015 - Present
American Express July 2014 - January 2015
Charles Schwab July 2011 - August 2014
Charles Schwab December 2008 - December 2010
` July 2007 - December 2008
Lexington School Dist July 2006 - June 2007
Apartments at Kenner Korner July 2006 - May 2007
Southern Virginia University July 2005 - May 2007
Arizona Federal Credit Union July 2002 - August 2004
Skills
Banking, Risk Management, Credit, Financial Services, Loans, Vendor Management, Team Leadership, Customer Service, Process Improvement, Project Management, Strategic Planning, Mobile Banking, Credit Cards, Leadership, Management, Training, Team Building, Business Analysis, Analysis, Business Strategy, Loss Mitigation, Business Development, Microsoft Excel, Outlook, Coaching, Technical Writing, Peer Mentoring, Operational Risk, Performance Management, Leadership Development, Team Management, Relationship Management, Internet Banking, Branch Banking, Core Banking, Cross-functional Team..., Branch Management, Microsoft Office, Microsoft Office...
Education
SVU 2004 — 2007
Bachelor's Degree, Liberal Arts, 3.6
Cochise College 1999 — 2001
Associate of Science (AS), General Science
Garrett Shimell's Charles Schwab Experience February 2014 - Present
Job Communication Consultant, Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Best Buy August 2011 - February 2014
Best Buy Mobile September 2010 - August 2011
Best Buy March 2009 - September 2010
Best Buy November 2008 - March 2009
Skills
Sales Management, Sales, Sales Presentations, Advertising, Marketing
Education
Cleveland State University 2005 — 2010
Bachelors Degree, Business Administration/ Marketing
Charles Schwab February 2014 - Present
Best Buy August 2011 - February 2014
Best Buy Mobile September 2010 - August 2011
Best Buy March 2009 - September 2010
Best Buy November 2008 - March 2009
Skills
Sales Management, Sales, Sales Presentations, Advertising, Marketing
Education
Cleveland State University 2005 — 2010
Bachelors Degree, Business Administration/ Marketing
Duane Parks, MBA's Charles Schwab Experience 2011 - 2013
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Charles Schwab 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab 1999 - 2005
Skills
Leadership, Negotiation, Team-oriented, People Skills, Superior organizational..., Patience, Articulate Communicator, Adaptable & a quick..., Learn New Software..., Pressure Situations, Client-focused, Problem Solving, Highly resourceful, Independent Thinking, Attentiveness to Detail
Education
College for Financial Planning
Accredited Asset Management Specialist
University of Phoenix
Masters of Business Administration, Finance
University of Arizona, Eller College of Management
B.S.B.A., Finance
Mercersburg Academy
H.S. diploma
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Charles Schwab 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab 1999 - 2005
Skills
Leadership, Negotiation, Team-oriented, People Skills, Superior organizational..., Patience, Articulate Communicator, Adaptable & a quick..., Learn New Software..., Pressure Situations, Client-focused, Problem Solving, Highly resourceful, Independent Thinking, Attentiveness to Detail
Education
College for Financial Planning
Accredited Asset Management Specialist
University of Phoenix
Masters of Business Administration, Finance
University of Arizona, Eller College of Management
B.S.B.A., Finance
Mercersburg Academy
H.S. diploma
Marc Iacianci's Charles Schwab Experience 2003 - Present
Job Manager, ERISA Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2003 - Present
KeyBank June 1997 - June 2003
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Charles Schwab 2003 - Present
KeyBank June 1997 - June 2003
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Greg Pribulsky's Charles Schwab Experience October 1997 - October 2003
Job Vice President, Wealth Management PNC, Channel Development Advisor
Industry Financial Services
Experience
PNC October 2003 - Present
Charles Schwab October 1997 - October 2003
American Express July 1993 - September 1997
Skills
Banking, Credit, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Financial Services, Relationship Management, Retail Banking, Investments, Risk Management, Underwriting, Series 7, Financial Analysis, Consumer Lending, Wealth Management, Mutual Funds, Finance, Cross Selling
Education
Cleveland State University 1986 — 1988
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Lakeland Community College 1983 — 1986
Associate of Arts (A.A.)
PNC October 2003 - Present
Charles Schwab October 1997 - October 2003
American Express July 1993 - September 1997
Skills
Banking, Credit, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Financial Services, Relationship Management, Retail Banking, Investments, Risk Management, Underwriting, Series 7, Financial Analysis, Consumer Lending, Wealth Management, Mutual Funds, Finance, Cross Selling
Education
Cleveland State University 1986 — 1988
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Lakeland Community College 1983 — 1986
Associate of Arts (A.A.)
Chad Buchanan CFP®'s Charles Schwab Experience
Job Wealth Management
Industry Financial Services
Experience
Charles Schwab
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Financial Planning, Investment Advisory, Customer Service, Leadership, Strategic Planning
Education
College for Financial Planning 2012 — 2014
CFP®, Financial Planning and Services
College for Financial Planning 2003 — 2004
AAMS®, Asset Management
University of San Diego 1991 — 1995
Bachelor's Degree, Business/Managerial Economics, BBA
Brophy College Preparatory 1987 — 1991
High School, Liberal Arts and Sciences/Liberal Studies
Charles Schwab
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Financial Planning, Investment Advisory, Customer Service, Leadership, Strategic Planning
Education
College for Financial Planning 2012 — 2014
CFP®, Financial Planning and Services
College for Financial Planning 2003 — 2004
AAMS®, Asset Management
University of San Diego 1991 — 1995
Bachelor's Degree, Business/Managerial Economics, BBA
Brophy College Preparatory 1987 — 1991
High School, Liberal Arts and Sciences/Liberal Studies
HOLLY SYLVESTER's Charles Schwab Experience 1995 - 1997
Job Business Analyst
Industry Information Technology and Services
Experience
Progressive Insurance (Contract) May 2014 - August 2015
Key Bank 1997 - 2011
Charles Schwab 1995 - 1997
Daley Securities 1994 - 1995
Prescott Ball and Turben 1987 - 1994
Skills
Cross Functional...
Education
Cleveland State University 1978 — 1982
English Language and Literature/Letters
Progressive Insurance (Contract) May 2014 - August 2015
Key Bank 1997 - 2011
Charles Schwab 1995 - 1997
Daley Securities 1994 - 1995
Prescott Ball and Turben 1987 - 1994
Skills
Cross Functional...
Education
Cleveland State University 1978 — 1982
English Language and Literature/Letters
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank