Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Kevin Fargo Kevin Fargo's Charles Schwab Experience September 2015 - Present
Job Consultant at EMC
Industry Information Technology and Services
Experience
Charles Schwab September 2015 - Present
EMC May 2012 - September 2015
Skills
Data Analysis, Databases, Data Entry, Data Center, ITIL, EMCISA, VTSP, SQL, Microsoft Excel, Business Analysis, Cloud Computing, Disaster Recovery, SharePoint, Enterprise Architecture, Virtualization, IT Strategy
Education
Colorado State University-Global Campus 2012 — 2015
Information Technology, 3.9
Colorado State University 2007 — 2011
Political Science / Sociology, Criminal Justice and Corrections, 3.85
Charles Schwab September 2015 - Present
EMC May 2012 - September 2015
Skills
Data Analysis, Databases, Data Entry, Data Center, ITIL, EMCISA, VTSP, SQL, Microsoft Excel, Business Analysis, Cloud Computing, Disaster Recovery, SharePoint, Enterprise Architecture, Virtualization, IT Strategy
Education
Colorado State University-Global Campus 2012 — 2015
Information Technology, 3.9
Colorado State University 2007 — 2011
Political Science / Sociology, Criminal Justice and Corrections, 3.85
Lola Garcia's Charles Schwab Experience December 2014 - Present
Job
Industry Investment Banking
Experience
Charles Schwab December 2014 - Present
U.S. Bank National Association - Specialized Finance October 2013 - Present
US Bank National Association October 2005 - October 2013
JPMorgan Chase 2002 - 2005
Skills
Auditing, Banking, Due Diligence, Leadership, Credit, Financial Analysis, Internal Audit, Risk Management, Negotiation, Customer Service, Commercial Lending, Loans, Portfolio Management, Credit Analysis, Finance, Management, Underwriting, Forecasting, Commercial Banking
Education
Colorado State University
Metropolitan State University of Denver
Charles Schwab December 2014 - Present
U.S. Bank National Association - Specialized Finance October 2013 - Present
US Bank National Association October 2005 - October 2013
JPMorgan Chase 2002 - 2005
Skills
Auditing, Banking, Due Diligence, Leadership, Credit, Financial Analysis, Internal Audit, Risk Management, Negotiation, Customer Service, Commercial Lending, Loans, Portfolio Management, Credit Analysis, Finance, Management, Underwriting, Forecasting, Commercial Banking
Education
Colorado State University
Metropolitan State University of Denver
Abigail Piper's Charles Schwab Experience January 2010 - September 2012
Job Lighting Sales Representative
Industry Design
Experience
YLighting February 2015 - Present
TIAA-CREF November 2013 - February 2015
Urban Lights September 2012 - November 2013
Charles Schwab January 2010 - September 2012
Northstar Lighting Design March 2007 - February 2011
Skills
InDesign, Customer Service, Lighting, Social Media Marketing, Sales, New Business Development, Interior Design
Education
Colorado State University 1999 — 2005
Bachelor's, Technical Journalism
YLighting February 2015 - Present
TIAA-CREF November 2013 - February 2015
Urban Lights September 2012 - November 2013
Charles Schwab January 2010 - September 2012
Northstar Lighting Design March 2007 - February 2011
Skills
InDesign, Customer Service, Lighting, Social Media Marketing, Sales, New Business Development, Interior Design
Education
Colorado State University 1999 — 2005
Bachelor's, Technical Journalism
Anthony Giardina, MBA Anthony Giardina, MBA's Charles Schwab Experience 2006 - 2010
Job Sr. Healthcare Recruiter at Fresenius Medical Care
Industry Human Resources
Experience
Fresenius Medical Care June 2015 - Present
DaVita October 2012 - May 2015
Allonhill 2011 - October 2012
Charles Schwab 2006 - 2010
Skills
Financial Analysis, Recruiting, Onboarding, Taleo, Interviews, New Hire Orientations, Temporary Staffing, Hiring
Education
Colorado State University
History Education
University of Colorado at Denver
Masters Business Administration
Fresenius Medical Care June 2015 - Present
DaVita October 2012 - May 2015
Allonhill 2011 - October 2012
Charles Schwab 2006 - 2010
Skills
Financial Analysis, Recruiting, Onboarding, Taleo, Interviews, New Hire Orientations, Temporary Staffing, Hiring
Education
Colorado State University
History Education
University of Colorado at Denver
Masters Business Administration
Brandon Dupre Brandon Dupre's Charles Schwab Experience August 2014 - November 2014
Job Finance Associate at OtterBox
Industry Marketing and Advertising
Experience
OtterBox December 2014 - Present
Charles Schwab August 2014 - November 2014
Global Opportunities, College of Business January 2014 - May 2014
Career Management Center, College of Business August 2013 - May 2014
Student Financial Services May 2010 - December 2013
Charles Schwab June 2013 - August 2013
Colorado Eagles Professional Hockey, LLC September 2011 - April 2012
Ralph Lauren June 2009 - October 2010
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Event Planning, Sales, Microsoft Office, Leadership, Microsoft Word, Marketing, Management, Social Media, Analysis, Budgets
Education
Colorado State University 2009 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Macquarie University 2012 — 2012
OtterBox December 2014 - Present
Charles Schwab August 2014 - November 2014
Global Opportunities, College of Business January 2014 - May 2014
Career Management Center, College of Business August 2013 - May 2014
Student Financial Services May 2010 - December 2013
Charles Schwab June 2013 - August 2013
Colorado Eagles Professional Hockey, LLC September 2011 - April 2012
Ralph Lauren June 2009 - October 2010
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Event Planning, Sales, Microsoft Office, Leadership, Microsoft Word, Marketing, Management, Social Media, Analysis, Budgets
Education
Colorado State University 2009 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Macquarie University 2012 — 2012
Bill Espinoza Bill Espinoza's Charles Schwab Experience November 2000 - November 2003
Job Sales Engineer at Hunter Douglas
Industry Consumer Goods
Experience
Hunter Douglas November 2005 - Present
T-Mobile November 2003 - November 2005
Charles Schwab November 2000 - November 2003
Skills
SAP, Customer Service, Microsoft Office, Customer Satisfaction, International Business, Excel, Word, Microsoft Excel, Microsoft Word, Inventory Management, PowerPoint, Written Communication, International..., Problem Solving, Employee Training, International Research, International Logistics, Business Intelligence, Gmail, International Sales, Manufacturing Techniques, Communicative Skills, Communication Ethics, Collections, Negotiation, Social Networking, Financial Markets, Financial Transactions, Stockbroking, Stock Trading, Stock Research, Stock Market Analysis, Financial Advisory, Series 7, Series 63, Day Trading, WebEx, Online Research, Call Center, Mentoring New Hires, Cross-functional Team..., Call Centers, Logistics, Business Development, Troubleshooting, Strategic Planning, Team Building, Management, Process Improvement
Education
Colorado State University 2012 — 2015
Master's degree, Business Administration and Management, General
University of Phoenix 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Front Range Community College 1994 — 1998
Associate of Science (A.S.), General Studies
University of Colorado at Boulder 1992 — 1994
Chemical Engineering
Hunter Douglas November 2005 - Present
T-Mobile November 2003 - November 2005
Charles Schwab November 2000 - November 2003
Skills
SAP, Customer Service, Microsoft Office, Customer Satisfaction, International Business, Excel, Word, Microsoft Excel, Microsoft Word, Inventory Management, PowerPoint, Written Communication, International..., Problem Solving, Employee Training, International Research, International Logistics, Business Intelligence, Gmail, International Sales, Manufacturing Techniques, Communicative Skills, Communication Ethics, Collections, Negotiation, Social Networking, Financial Markets, Financial Transactions, Stockbroking, Stock Trading, Stock Research, Stock Market Analysis, Financial Advisory, Series 7, Series 63, Day Trading, WebEx, Online Research, Call Center, Mentoring New Hires, Cross-functional Team..., Call Centers, Logistics, Business Development, Troubleshooting, Strategic Planning, Team Building, Management, Process Improvement
Education
Colorado State University 2012 — 2015
Master's degree, Business Administration and Management, General
University of Phoenix 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Front Range Community College 1994 — 1998
Associate of Science (A.S.), General Studies
University of Colorado at Boulder 1992 — 1994
Chemical Engineering
Nino A. Diaz's Charles Schwab Experience December 2002 - November 2006
Job Manager, Client Services Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2011 - Present
TIAA-CREF September 2009 - September 2011
TIAA-CREF March 2007 - September 2009
Charles Schwab December 2002 - November 2006
Anthem January 2000 - December 2002
Skills
Customer Service, Operations Management, Finance, Retirement, Health Insurance, Talent Developer, Operational Efficiency, Organizational..., Process Improvement, Problem Solving, Collaborative Leadership, Organizational..., Policy, Financial Services
Education
Colorado State University 2013 — 2015
Master of Business Administration (M.B.A.)
Colorado State University 2011 — 2012
Bachelor of Science (B.S.), Organizational Leadership with an emphasis in Finance
TIAA-CREF September 2011 - Present
TIAA-CREF September 2009 - September 2011
TIAA-CREF March 2007 - September 2009
Charles Schwab December 2002 - November 2006
Anthem January 2000 - December 2002
Skills
Customer Service, Operations Management, Finance, Retirement, Health Insurance, Talent Developer, Operational Efficiency, Organizational..., Process Improvement, Problem Solving, Collaborative Leadership, Organizational..., Policy, Financial Services
Education
Colorado State University 2013 — 2015
Master of Business Administration (M.B.A.)
Colorado State University 2011 — 2012
Bachelor of Science (B.S.), Organizational Leadership with an emphasis in Finance
Chase Ferdinandsen Chase Ferdinandsen's Charles Schwab Experience October 2014 - Present
Job Associate Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Berry Blendz February 2011 - September 2014
AMC Theatres August 2008 - February 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Corporate Finance, Quantitative Investing, Sales, Social Networking, Goal Seek, Valuation, Project Management
Education
Colorado State University 2010 — 2014
Bachelor's Degree, Investment Analysis and Corporate Finance
Charles Schwab October 2014 - Present
Berry Blendz February 2011 - September 2014
AMC Theatres August 2008 - February 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Corporate Finance, Quantitative Investing, Sales, Social Networking, Goal Seek, Valuation, Project Management
Education
Colorado State University 2010 — 2014
Bachelor's Degree, Investment Analysis and Corporate Finance
Kelly Brofft Kelly Brofft's Charles Schwab Experience March 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Online Media
Experience
Charles Schwab March 2015 - Present
LIME March 2011 - February 2015
Skills
Mobile Devices, Online Advertising, Social Media Marketing, Digital Media, Product Management, Project Management, Social Media, Marketing, Marketing Strategy, Strategy, Advertising, Competitive Analysis, E-commerce, Email Marketing, Salesforce.com, Leadership, Customer Service, Management, Microsoft Office, Microsoft Excel, Public Speaking
Education
University of Colorado at Denver 2011 — 2013
Bachelor of Arts, Business Administration and Management, General
Colorado State University 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Operations
Charles Schwab March 2015 - Present
LIME March 2011 - February 2015
Skills
Mobile Devices, Online Advertising, Social Media Marketing, Digital Media, Product Management, Project Management, Social Media, Marketing, Marketing Strategy, Strategy, Advertising, Competitive Analysis, E-commerce, Email Marketing, Salesforce.com, Leadership, Customer Service, Management, Microsoft Office, Microsoft Excel, Public Speaking
Education
University of Colorado at Denver 2011 — 2013
Bachelor of Arts, Business Administration and Management, General
Colorado State University 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Operations
JD Teschler JD Teschler's Charles Schwab Experience July 1999 - January 2010
Job President at Western Wealth Group
Industry Investment Management
Experience
Western Wealth Group January 2010 - Present
Charles Schwab July 1999 - January 2010
Education
University of Phoenix 2000 — 2002
Colorado State University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management
Western Wealth Group January 2010 - Present
Charles Schwab July 1999 - January 2010
Education
University of Phoenix 2000 — 2002
Colorado State University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management
Jake Renner Jake Renner's Charles Schwab Experience January 2011 - January 2012
Job Real Estate Agent at RE/MAX Nexus
Industry Real Estate
Experience
RE/MAX Nexus ManagerU.S. BankJanuary 2012 - June 2014
Charles Schwab January 2011 - January 2012
U.S. Bank January 2009 - January 2011
C.B. & Potts January 2005 - January 2009
Skills
Buyer Representation, Single Family Homes, Sellers, Foreclosures, Referrals, Relocation, Listings, New Home Sales, Residential Homes, First Time Home Buyers, Customer Service, Real Estate Transactions, Real Estate, Investment Properties
Education
Colorado State University
Front Range Community College
RE/MAX Nexus ManagerU.S. BankJanuary 2012 - June 2014
Charles Schwab January 2011 - January 2012
U.S. Bank January 2009 - January 2011
C.B. & Potts January 2005 - January 2009
Skills
Buyer Representation, Single Family Homes, Sellers, Foreclosures, Referrals, Relocation, Listings, New Home Sales, Residential Homes, First Time Home Buyers, Customer Service, Real Estate Transactions, Real Estate, Investment Properties
Education
Colorado State University
Front Range Community College
Adam Ostermiller, MBA Adam Ostermiller, MBA's Charles Schwab Experience July 2014 - Present
Job Business Development Officer, Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Rainier Investment Management June 2013 - July 2014
Rainier Investment Management February 2010 - June 2013
ING June 2006 - October 2009
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Alternative Investments, Wealth Management
Education
Western Governors University 2011 — 2013
MBA, Management & Strategy
Colorado State University 2002 — 2006
B.A., Speech Communication
Charles Schwab July 2014 - Present
Rainier Investment Management June 2013 - July 2014
Rainier Investment Management February 2010 - June 2013
ING June 2006 - October 2009
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Alternative Investments, Wealth Management
Education
Western Governors University 2011 — 2013
MBA, Management & Strategy
Colorado State University 2002 — 2006
B.A., Speech Communication
Jason Hovde, CIMA®, CFP®, APMA®'s Charles Schwab Experience January 1997 - September 1997
Job Senior Director of Certification & Designation Programs at College for Financial Planning, Associate Professor
Industry Financial Services
Experience
College for Financial Planning April 2013 - Present
Hovde Wealth Management February 2002 - February 2013
Lincoln Benefit Life February 2001 - February 2002
Multi-Financial Securities Corp. September 1997 - February 2001
Charles Schwab January 1997 - September 1997
Hovde & Associates, Inc. August 1991 - January 1997
Skills
Operations Management, Branch Management, Business Development, Revenue & Profit Growth, Senior Executive..., Talent Management, Development of Strategy, P&L Accountability, Investment Advisory..., Financial Analysis, Asset Managment, Wealth Management, Investment Management, Portfolio Management, Personal Financial..., Certified Financial..., Series 24, Series 7, Series 4, Investments, Equities, Options, Alternative Investments, Bonds, Mutual Funds, Insurance, Asset Management, FINRA, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2014
IMCA Certified Investment Mgmt Analyst Program
Colorado State University 1989 — 1992
N/A - Transferred to Metropolitan State University of Denver, Business / Marketing
Regis University 2009 — 2011
MBA, Finance & Accounting
Metropolitan State University of Denver 2005 — 2006
B.S., Accounting
Metropolitan State University of Denver 1992 — 1995
B.A., Behavioral Science
Boulder High School 1986 — 1989
College for Financial Planning April 2013 - Present
Hovde Wealth Management February 2002 - February 2013
Lincoln Benefit Life February 2001 - February 2002
Multi-Financial Securities Corp. September 1997 - February 2001
Charles Schwab January 1997 - September 1997
Hovde & Associates, Inc. August 1991 - January 1997
Skills
Operations Management, Branch Management, Business Development, Revenue & Profit Growth, Senior Executive..., Talent Management, Development of Strategy, P&L Accountability, Investment Advisory..., Financial Analysis, Asset Managment, Wealth Management, Investment Management, Portfolio Management, Personal Financial..., Certified Financial..., Series 24, Series 7, Series 4, Investments, Equities, Options, Alternative Investments, Bonds, Mutual Funds, Insurance, Asset Management, FINRA, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2014
IMCA Certified Investment Mgmt Analyst Program
Colorado State University 1989 — 1992
N/A - Transferred to Metropolitan State University of Denver, Business / Marketing
Regis University 2009 — 2011
MBA, Finance & Accounting
Metropolitan State University of Denver 2005 — 2006
B.S., Accounting
Metropolitan State University of Denver 1992 — 1995
B.A., Behavioral Science
Boulder High School 1986 — 1989
Aaron Knode Aaron Knode's Charles Schwab Experience July 2011 - May 2012
Job Communications Consultant, TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Charles Schwab July 2011 - May 2012
Great-West Retirement Services January 2000 - June 2011
Skills
Relationship Management, Marketing Strategy, 401k, Series 63, Business Relationship..., Financial Services, Mutual Funds, Retirement, Retirement Planning, Investments, Pensions, ERISA, Strategic Planning, Business Planning, Business Analysis, Series 24, Strategy, Integrated Marketing, Deferred Compensation, Management, Competitive Analysis, Leadership, Series 6
Education
Colorado State University 2010 — 2014
MBA, Masters Business Administration
Colorado State University 1996 — 1999
B.A., Business Marketing
TIAA-CREF May 2012 - Present
Charles Schwab July 2011 - May 2012
Great-West Retirement Services January 2000 - June 2011
Skills
Relationship Management, Marketing Strategy, 401k, Series 63, Business Relationship..., Financial Services, Mutual Funds, Retirement, Retirement Planning, Investments, Pensions, ERISA, Strategic Planning, Business Planning, Business Analysis, Series 24, Strategy, Integrated Marketing, Deferred Compensation, Management, Competitive Analysis, Leadership, Series 6
Education
Colorado State University 2010 — 2014
MBA, Masters Business Administration
Colorado State University 1996 — 1999
B.A., Business Marketing
Cory Dobbs Cory Dobbs's Charles Schwab Experience January 2013 - November 2013
Job Financial Analyst FP&A at Comcast Spotlight
Industry Financial Services
Experience
Comcast Spotlight September 2014 - Present
Wolters Kluwer April 2014 - September 2014
Charles Schwab January 2013 - November 2013
Charles Schwab May 2010 - January 2013
Skills
Customer Service, Project Management, Investments, Series 63, Asset Management, Microsoft Excel, Equities, PowerPoint, Account Management, Series 7, Financial Reporting, Employee Engagement, Mutual Funds, Budget Process, Technical Analysis, Data Reconciliation, File Processing, Budgets, Presentations, Forecasting, Ad Hoc Reporting, Advertising Sales
Education
Colorado State University 2005 — 2009
Bachelor's degree, Economics
Comcast Spotlight September 2014 - Present
Wolters Kluwer April 2014 - September 2014
Charles Schwab January 2013 - November 2013
Charles Schwab May 2010 - January 2013
Skills
Customer Service, Project Management, Investments, Series 63, Asset Management, Microsoft Excel, Equities, PowerPoint, Account Management, Series 7, Financial Reporting, Employee Engagement, Mutual Funds, Budget Process, Technical Analysis, Data Reconciliation, File Processing, Budgets, Presentations, Forecasting, Ad Hoc Reporting, Advertising Sales
Education
Colorado State University 2005 — 2009
Bachelor's degree, Economics
Althea Mortensen Althea Mortensen's Charles Schwab Experience April 2008 - November 2012
Job Financial Coach, FinancialWellBeing.com, Retirement Consultant TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Martha Beck, Inc. 2013 - Present
Charles Schwab April 2008 - November 2012
Edward Jones 2004 - 2008
Skills
Behavioral Finance, Investment Management, Personal Financial..., Leadership Development, Executive Coaching, Retirement Planning
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Human Resource Sciences
TIAA-CREF March 2014 - Present
Martha Beck, Inc. 2013 - Present
Charles Schwab April 2008 - November 2012
Edward Jones 2004 - 2008
Skills
Behavioral Finance, Investment Management, Personal Financial..., Leadership Development, Executive Coaching, Retirement Planning
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Human Resource Sciences
James Lundin James Lundin's Charles Schwab Experience August 2000 - November 2004
Job Farmers Insurance James Lundin Insurance Agency Inc.
Industry Insurance
Experience
Farmers Insurance January 2005 - Present
Charles Schwab August 2000 - November 2004
Furniture Row Companies August 1995 - August 2000
Skills
Insurance, Homeowners, Life Insurance, Term Life Insurance, Commercial Insurance, Property & Casualty..., Universal Life, Umbrella Insurance, General Insurance, Health Insurance, Casualty, Commercial Lines, Fixed Annuities, Whole Life, Workers Compensation, Legal Liability, Liability, Professional Liability, Inland Marine, Motorcycle, Underwriting, Licensed Property &..., Liability Analysis, Home Insurance, Auto Insurance, Renters Insurance, Motorcycle Insurance, ATV Insurance, Boat Insurance, RV Insurance, Long-term Care, IRAs, Renters, Insurance Brokerage, Retirement Planning, Mutual Funds, Casualty Insurance
Education
Colorado State University 1988 — 1994
Bachelor of Arts, Liberal Arts
Longmont High School 1985 — 1988
Farmers Insurance January 2005 - Present
Charles Schwab August 2000 - November 2004
Furniture Row Companies August 1995 - August 2000
Skills
Insurance, Homeowners, Life Insurance, Term Life Insurance, Commercial Insurance, Property & Casualty..., Universal Life, Umbrella Insurance, General Insurance, Health Insurance, Casualty, Commercial Lines, Fixed Annuities, Whole Life, Workers Compensation, Legal Liability, Liability, Professional Liability, Inland Marine, Motorcycle, Underwriting, Licensed Property &..., Liability Analysis, Home Insurance, Auto Insurance, Renters Insurance, Motorcycle Insurance, ATV Insurance, Boat Insurance, RV Insurance, Long-term Care, IRAs, Renters, Insurance Brokerage, Retirement Planning, Mutual Funds, Casualty Insurance
Education
Colorado State University 1988 — 1994
Bachelor of Arts, Liberal Arts
Longmont High School 1985 — 1988
Alixandra Weiner's Charles Schwab Experience November 2013 - September 2014
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Charles Schwab November 2013 - September 2014
State Capitol for Representative Brittany Pettersen January 2013 - May 2013
Colorado State University July 2011 - May 2013
College Works Painting March 2011 - July 2011
Skills
Business Development, Office Administration, Client Development, Outstanding..., Organizational..., Team Leadership
Education
Colorado State University 2009 — 2013
Bachelor of Arts (BA), Economics
Merrill Lynch November 2014 - Present
Charles Schwab November 2013 - September 2014
State Capitol for Representative Brittany Pettersen January 2013 - May 2013
Colorado State University July 2011 - May 2013
College Works Painting March 2011 - July 2011
Skills
Business Development, Office Administration, Client Development, Outstanding..., Organizational..., Team Leadership
Education
Colorado State University 2009 — 2013
Bachelor of Arts (BA), Economics
Matt Rock Matt Rock's Charles Schwab Experience August 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Jones International University February 2010 - June 2015
First National Bank of Colorado September 2006 - February 2010
Home 123 February 2006 - July 2006
American General Finance November 2004 - February 2006
Skills
Finance, Problem Solving, Customer Service, Multi-tasking, Interdepartmental..., Microsoft Office, Leadership, Customer Retention, Relationship Management, Salesforce.com, Higher Education, Retail Banking, Credit Analysis, Financial Aid, Academic Planning, Lending
Education
Colorado State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, 3.51 GPA
Charles Schwab August 2015 - Present
Jones International University February 2010 - June 2015
First National Bank of Colorado September 2006 - February 2010
Home 123 February 2006 - July 2006
American General Finance November 2004 - February 2006
Skills
Finance, Problem Solving, Customer Service, Multi-tasking, Interdepartmental..., Microsoft Office, Leadership, Customer Retention, Relationship Management, Salesforce.com, Higher Education, Retail Banking, Credit Analysis, Financial Aid, Academic Planning, Lending
Education
Colorado State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, 3.51 GPA
Jake Renner Jake Renner's Charles Schwab Experience March 2010 - June 2011
Job Transaction Assistant at RE/MAX Nexus
Industry Real Estate
Experience
RE/MAX Nexus June 2014 - Present
U.S. Bank June 2011 - June 2014
Charles Schwab March 2010 - June 2011
Skills
Management, Sales, Sales Management, Customer Service, Finance, Tax, Tax Law, Loan Origination, Marketing, Computer Proficiency, Apple Software, Logistics, Logistics Management, Social Media, Social Networking, Human Resources
Education
Colorado State University
Front Range Community College
Poudre High School
RE/MAX Nexus June 2014 - Present
U.S. Bank June 2011 - June 2014
Charles Schwab March 2010 - June 2011
Skills
Management, Sales, Sales Management, Customer Service, Finance, Tax, Tax Law, Loan Origination, Marketing, Computer Proficiency, Apple Software, Logistics, Logistics Management, Social Media, Social Networking, Human Resources
Education
Colorado State University
Front Range Community College
Poudre High School
Leslie Squires Rojas, MBA's Charles Schwab Experience 1999 - 2005
Job Chief Compliance Officer at Gill Capital Partners
Industry Investment Management
Experience
Gill Capital Partners April 2014 - Present
Gill Capital Partners August 2009 - Present
Bruce G. Allen Investments June 2005 - June 2009
Charles Schwab 1999 - 2005
Skills
Portfolio Management, Wealth Management, Series 7, Strategic Financial..., Investments, Asset Management, Insurance, Customer Service, Alternative Investments, Series 63, Mutual Funds
Education
University of Colorado at Denver 2001 — 2005
MBA
Colorado State University 1995 — 1998
B.S., Psychology
Gill Capital Partners April 2014 - Present
Gill Capital Partners August 2009 - Present
Bruce G. Allen Investments June 2005 - June 2009
Charles Schwab 1999 - 2005
Skills
Portfolio Management, Wealth Management, Series 7, Strategic Financial..., Investments, Asset Management, Insurance, Customer Service, Alternative Investments, Series 63, Mutual Funds
Education
University of Colorado at Denver 2001 — 2005
MBA
Colorado State University 1995 — 1998
B.S., Psychology
Renee McGaw Zoole's Charles Schwab Experience September 2015 - Present
Job Managing Director, Lead Writer at Charles Schwab
Industry Writing and Editing
Experience
Charles Schwab September 2015 - Present
Fidelity Investments March 2014 - April 2015
Janus Capital Group October 2011 - March 2014
International Association for the Study of Lung Cancer (IASLC) November 2010 - October 2011
Denver Business Journal December 2005 - November 2010
International Herald Tribune January 2004 - February 2005
The Denver Post September 1998 - December 2003
Knight Ridder Financial News October 1995 - December 1997
Knight Ridder Financial News May 1993 - October 1995
Daytona Beach News-Journal August 1990 - May 1993
Education
Northwestern University
Master of Science (MS), Journalism
Colorado State University
Bachelor of Arts (BA), French
Charles Schwab September 2015 - Present
Fidelity Investments March 2014 - April 2015
Janus Capital Group October 2011 - March 2014
International Association for the Study of Lung Cancer (IASLC) November 2010 - October 2011
Denver Business Journal December 2005 - November 2010
International Herald Tribune January 2004 - February 2005
The Denver Post September 1998 - December 2003
Knight Ridder Financial News October 1995 - December 1997
Knight Ridder Financial News May 1993 - October 1995
Daytona Beach News-Journal August 1990 - May 1993
Education
Northwestern University
Master of Science (MS), Journalism
Colorado State University
Bachelor of Arts (BA), French
Donna Purchase, CPP, PHR Donna Purchase, CPP, PHR's Charles Schwab Experience 1996 - 1998
Job Manager, Sales Consultants at ADP HR/BPO Solutions
Industry Outsourcing/Offshoring
Experience
ADP HR/BPO Solutions March 2014 - Present
ADP TotalSource May 2008 - Present
ADP TotalSource 2005 - 2008
ADP 2002 - 2005
ScotiaMcLeod 1999 - 2001
Charles Schwab 1996 - 1998
Skills
Time & Attendance, Salesforce.com, ADP Payroll, Benefits Administration, HRIS, HRO, PEO, Employee Benefits, Personnel Management, Human Resources, Customer Retention, Team Building, Training, Leadership, Payroll, Sales Presentations, Selling, Lead Generation, Sales Operations, Sales, Sales Process, Outsourcing, Solution Selling, Hiring, Account Management, CRM, SaaS, Coaching, Talent Acquisition, 401k, B2B, Direct Sales, Workforce Management, Recruiting, Applicant Tracking..., Employee Training, Building Relationships, Onboarding, BPO, Performance Management, HR Consulting, Call Centers
Education
Colorado State University
ADP HR/BPO Solutions March 2014 - Present
ADP TotalSource May 2008 - Present
ADP TotalSource 2005 - 2008
ADP 2002 - 2005
ScotiaMcLeod 1999 - 2001
Charles Schwab 1996 - 1998
Skills
Time & Attendance, Salesforce.com, ADP Payroll, Benefits Administration, HRIS, HRO, PEO, Employee Benefits, Personnel Management, Human Resources, Customer Retention, Team Building, Training, Leadership, Payroll, Sales Presentations, Selling, Lead Generation, Sales Operations, Sales, Sales Process, Outsourcing, Solution Selling, Hiring, Account Management, CRM, SaaS, Coaching, Talent Acquisition, 401k, B2B, Direct Sales, Workforce Management, Recruiting, Applicant Tracking..., Employee Training, Building Relationships, Onboarding, BPO, Performance Management, HR Consulting, Call Centers
Education
Colorado State University
Chris Setter, CFP®, MBA Chris Setter, CFP®, MBA's Charles Schwab Experience August 2014 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Northwestern Mutual March 2013 - August 2014
ASI Capital, LLC October 2012 - March 2013
Quantum Asset Management July 2012 - September 2012
Peak Capital Management January 2011 - July 2012
Strategic Financial Partners June 2007 - December 2010
ITT Systems February 2003 - February 2007
Skills
Retirement Planning, Estate Planning, Risk Management, Certified Financial..., Insurance Planning, Employee Benefits..., Investment Planning, Income Tax Planning
Education
University of Colorado at Colorado Springs 1999 — 2002
Master of Business Administration (MBA), Finance, General
Colorado State University 1993 — 1997
Bachelor of Science (B.S.), Environmental Health
Charles Schwab August 2014 - Present
Northwestern Mutual March 2013 - August 2014
ASI Capital, LLC October 2012 - March 2013
Quantum Asset Management July 2012 - September 2012
Peak Capital Management January 2011 - July 2012
Strategic Financial Partners June 2007 - December 2010
ITT Systems February 2003 - February 2007
Skills
Retirement Planning, Estate Planning, Risk Management, Certified Financial..., Insurance Planning, Employee Benefits..., Investment Planning, Income Tax Planning
Education
University of Colorado at Colorado Springs 1999 — 2002
Master of Business Administration (MBA), Finance, General
Colorado State University 1993 — 1997
Bachelor of Science (B.S.), Environmental Health
Gino Furzi Gino Furzi's Charles Schwab Experience September 2009 - April 2010
Job Associate Product and Brand Manager
Industry Consumer Goods
Experience
Hunter Douglas April 2010 - Present
Charles Schwab September 2009 - April 2010
Hunter Douglas September 2008 - May 2009
Hunter Douglas March 2006 - September 2008
Hunter Douglas December 1999 - March 2006
Hunter Douglas October 1998 - December 1999
Neodata/Centrobe December 1995 - September 1998
Skills
Account Management, Project Management
Education
Colorado State University 1988 — 1992
Bachelor of Arts, English
Hunter Douglas April 2010 - Present
Charles Schwab September 2009 - April 2010
Hunter Douglas September 2008 - May 2009
Hunter Douglas March 2006 - September 2008
Hunter Douglas December 1999 - March 2006
Hunter Douglas October 1998 - December 1999
Neodata/Centrobe December 1995 - September 1998
Skills
Account Management, Project Management
Education
Colorado State University 1988 — 1992
Bachelor of Arts, English
Jeannie Bidner, CFP®'s Charles Schwab Experience September 2014 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab March 2014 - September 2014
Charles Schwab February 2011 - March 2014
Charles Schwab January 2008 - February 2011
Charles Schwab August 2006 - December 2007
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Retirement, Equities, Career Development, Onboarding, New Hire Training, New Hire Programs, Employee Recognition, Project Management, Process Efficiency, Process Alignment, Influence Without..., Building Relationships, High Achiever, Adaptability
Education
Colorado State University 2002 — 2006
Business, Finance
Charles Schwab September 2014 - Present
Charles Schwab March 2014 - September 2014
Charles Schwab February 2011 - March 2014
Charles Schwab January 2008 - February 2011
Charles Schwab August 2006 - December 2007
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Retirement, Equities, Career Development, Onboarding, New Hire Training, New Hire Programs, Employee Recognition, Project Management, Process Efficiency, Process Alignment, Influence Without..., Building Relationships, High Achiever, Adaptability
Education
Colorado State University 2002 — 2006
Business, Finance
David Veneziano David Veneziano's Charles Schwab Experience October 1990 - October 2003
Job CFO/COO at ZeroDivide
Industry Nonprofit Organization Management
Experience
ZeroDivide June 2010 - Present
Women's Initiative October 2003 - June 2010
Charles Schwab October 1990 - October 2003
Bank of America November 1986 - October 1990
Skills
Program Management, Grants, Non-profits, Fundraising, Strategic Planning, Management Consulting, Leadership Development, Business Development, Business Strategy, Strategic Financial..., Financial Analysis, Team Building, Change Management, Investments, Start-ups, Mergers, Project Management, Corporate Finance, Business Planning, Financial Reporting, Microlending, Governance, Internal Controls, Government Compliance, Cross-functional Team..., Nonprofits, Financial Modeling
Education
Colorado State University 1982 — 1986
Bachelor of Science, Finance
ZeroDivide June 2010 - Present
Women's Initiative October 2003 - June 2010
Charles Schwab October 1990 - October 2003
Bank of America November 1986 - October 1990
Skills
Program Management, Grants, Non-profits, Fundraising, Strategic Planning, Management Consulting, Leadership Development, Business Development, Business Strategy, Strategic Financial..., Financial Analysis, Team Building, Change Management, Investments, Start-ups, Mergers, Project Management, Corporate Finance, Business Planning, Financial Reporting, Microlending, Governance, Internal Controls, Government Compliance, Cross-functional Team..., Nonprofits, Financial Modeling
Education
Colorado State University 1982 — 1986
Bachelor of Science, Finance
Matt Cavanagh Matt Cavanagh's Charles Schwab Experience June 2007 - August 2009
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2013 - Present
Scottrade August 2010 - February 2013
Charles Schwab June 2007 - August 2009
Skills
Series 7, Trading, Series 63, FINRA, Mutual Funds, Options, Portfolio Management, Stocks, Strategic Financial..., Series 65, IRA's, Margin, ETFs, Estate Planning, Asset Managment, Equities, Equity Valuation, Value Investing, Long/Short Equity, Hedge Funds, Private Equity, Regulation D, Alternative Investments, Private Banking, Structured Products, Investment Management, High Net Worth..., Asset Allocation, Fixed Income, Family Office
Education
Colorado State University 2003 — 2007
Business Administration, Finance
Credit Suisse February 2013 - Present
Scottrade August 2010 - February 2013
Charles Schwab June 2007 - August 2009
Skills
Series 7, Trading, Series 63, FINRA, Mutual Funds, Options, Portfolio Management, Stocks, Strategic Financial..., Series 65, IRA's, Margin, ETFs, Estate Planning, Asset Managment, Equities, Equity Valuation, Value Investing, Long/Short Equity, Hedge Funds, Private Equity, Regulation D, Alternative Investments, Private Banking, Structured Products, Investment Management, High Net Worth..., Asset Allocation, Fixed Income, Family Office
Education
Colorado State University 2003 — 2007
Business Administration, Finance
Eric Haberkorn Eric Haberkorn's Charles Schwab Experience April 2003 - February 2004
Job Client Services Counsultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
TIAA-CREF March 2012 - June 2013
TIAA-CREF October 2004 - March 2012
Charles Schwab April 2003 - February 2004
Charles Schwab April 2003 - February 2004
Skills
Strategic Asset..., Series 7, 63, and 66..., Customized Financial..., Portfolio Management, Estate Planning, Fixed Income
Education
Colorado State University 1995 — 1999
Bachelor of Science (BS), Finance, General
University of Nevada-Las Vegas 1994 — 1995
TIAA-CREF June 2013 - Present
TIAA-CREF March 2012 - June 2013
TIAA-CREF October 2004 - March 2012
Charles Schwab April 2003 - February 2004
Charles Schwab April 2003 - February 2004
Skills
Strategic Asset..., Series 7, 63, and 66..., Customized Financial..., Portfolio Management, Estate Planning, Fixed Income
Education
Colorado State University 1995 — 1999
Bachelor of Science (BS), Finance, General
University of Nevada-Las Vegas 1994 — 1995
Ethan McGrath Ethan McGrath's Charles Schwab Experience July 2012 - July 2013
Job Subcontract Administrator at United Launch Alliance (ULA)
Industry Defense & Space
Experience
United Launch Alliance (ULA) July 2013 - Present
Charles Schwab July 2012 - July 2013
Black Eyed Pea Restaurant June 2009 - June 2012
Skills
Process Improvement, Government Contracting, Leadership, Program Management, Rockets, Missile
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration
United Launch Alliance (ULA) July 2013 - Present
Charles Schwab July 2012 - July 2013
Black Eyed Pea Restaurant June 2009 - June 2012
Skills
Process Improvement, Government Contracting, Leadership, Program Management, Rockets, Missile
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration
Brent Wilkinson Brent Wilkinson's Charles Schwab Experience January 1998 - November 2004
Job Systems Engineer at NetApp
Industry Information Technology and Services
Experience
NetApp June 2012 - Present
Network Appliance (NetApp) May 2008 - June 2012
VMware November 2007 - May 2008
CoBank November 2004 - November 2007
Charles Schwab January 1998 - November 2004
Skills
SAN, NetApp, TSM, VMware ESX, Operating Systems, System Architecture, Storage, NAS, Unix, VMware, Virtualization, Storage Area Networks, High Availability, Storage Virtualization, Professional Services, Brocade, Disaster Recovery, Data Center
Education
Colorado State University 1993 — 1997
NetApp June 2012 - Present
Network Appliance (NetApp) May 2008 - June 2012
VMware November 2007 - May 2008
CoBank November 2004 - November 2007
Charles Schwab January 1998 - November 2004
Skills
SAN, NetApp, TSM, VMware ESX, Operating Systems, System Architecture, Storage, NAS, Unix, VMware, Virtualization, Storage Area Networks, High Availability, Storage Virtualization, Professional Services, Brocade, Disaster Recovery, Data Center
Education
Colorado State University 1993 — 1997
Marci Krummick Marci Krummick's Charles Schwab Experience August 2012 - Present
Job Instructional Designer at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group March 2015 - Present
Charles Schwab August 2012 - Present
Charles Schwab September 2005 - August 2012
Echostar November 2004 - September 2005
Lionbridge January 2003 - October 2003
TEAM Marketing Group November 1995 - October 2002
S.M. Stoller Corporation November 1991 - October 1995
Skills
Instructional Design, Training Needs Analysis, E-Learning, Instructional Technology, Performance Consulting, Captivate, Illustrator, Learning Management, SCORM, Flash, Articulate, Dreamweaver, User Interface Design, Adobe Acrobat, Multimedia, Technical Writing, Graphic Design, Training, Instructor-led Training, Content Development, Photoshop, Program Management, Project Management
Education
Colorado State University 1983 — 1985
BS, Business Administration - Marketing
Fort Hays State University 1981 — 1983
UnitedHealth Group March 2015 - Present
Charles Schwab August 2012 - Present
Charles Schwab September 2005 - August 2012
Echostar November 2004 - September 2005
Lionbridge January 2003 - October 2003
TEAM Marketing Group November 1995 - October 2002
S.M. Stoller Corporation November 1991 - October 1995
Skills
Instructional Design, Training Needs Analysis, E-Learning, Instructional Technology, Performance Consulting, Captivate, Illustrator, Learning Management, SCORM, Flash, Articulate, Dreamweaver, User Interface Design, Adobe Acrobat, Multimedia, Technical Writing, Graphic Design, Training, Instructor-led Training, Content Development, Photoshop, Program Management, Project Management
Education
Colorado State University 1983 — 1985
BS, Business Administration - Marketing
Fort Hays State University 1981 — 1983
Adriana Ferraz, PMP, SCM Adriana Ferraz, PMP, SCM's Charles Schwab Experience May 2015 - Present
Job Sr Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab April 2011 - April 2015
Bureau of Indian Affairs (under Valdez International Corporation) January 2010 - January 2011
National Business Center February 2001 - December 2009
State of Colorado (under Ajilon) July 2000 - January 2001
National Business Center (under Ajilon) September 1996 - June 2000
Banorte Bank September 1989 - June 1996
Skills
Agile Methodologies, Business Analysis, CRM, Enterprise Architecture, Project Management, Software Development, Strategy, Analysis, Data Warehousing, Disaster Recovery, Enterprise Software, Integration, Management, Project Planning, Security, SDLC, Requirements Gathering
Education
Colorado State University 2007 — 2008
PMP Certification, Project Management
Universidade Federal de Pernambuco 1986 — 1989
B.S., Computer Science, Databases and Applications
Charles Schwab May 2015 - Present
Charles Schwab April 2011 - April 2015
Bureau of Indian Affairs (under Valdez International Corporation) January 2010 - January 2011
National Business Center February 2001 - December 2009
State of Colorado (under Ajilon) July 2000 - January 2001
National Business Center (under Ajilon) September 1996 - June 2000
Banorte Bank September 1989 - June 1996
Skills
Agile Methodologies, Business Analysis, CRM, Enterprise Architecture, Project Management, Software Development, Strategy, Analysis, Data Warehousing, Disaster Recovery, Enterprise Software, Integration, Management, Project Planning, Security, SDLC, Requirements Gathering
Education
Colorado State University 2007 — 2008
PMP Certification, Project Management
Universidade Federal de Pernambuco 1986 — 1989
B.S., Computer Science, Databases and Applications
Bob Raker Bob Raker's Charles Schwab Experience May 2004 - September 2011
Job Retired but available for contracts
Industry Financial Services
Experience
Available for contract / part time opportunities September 2011 - Present
GreatSchools 2012 - 2012
Charles Schwab May 2004 - September 2011
Charles Schwab April 2002 - May 2004
Charles Schwab April 2000 - April 2002
Pacific Gas & Electric September 1985 - March 2000
Skills
Java, XML, XSLT, Websphere, DataPower, Web Services, SOA, JavaScript, HTML, JSP, Tomcat, J2EE, MySQL, SQL, C, CSS, Spring, Struts, Servlets, Eclipse, AJAX, Linux, Ant, UML, DB2, SOAP, XPath, XSL, JDBC, Application Servers, JUnit, ESB, Middleware, WebSphere Application..., WSDL, JMS, XML Spy, ClearCase, Agile Methodologies, Data Warehousing, Unix, Enterprise Architecture
Education
Colorado State University 1969 — 1975
BS, Mechanical Engineering
Available for contract / part time opportunities September 2011 - Present
GreatSchools 2012 - 2012
Charles Schwab May 2004 - September 2011
Charles Schwab April 2002 - May 2004
Charles Schwab April 2000 - April 2002
Pacific Gas & Electric September 1985 - March 2000
Skills
Java, XML, XSLT, Websphere, DataPower, Web Services, SOA, JavaScript, HTML, JSP, Tomcat, J2EE, MySQL, SQL, C, CSS, Spring, Struts, Servlets, Eclipse, AJAX, Linux, Ant, UML, DB2, SOAP, XPath, XSL, JDBC, Application Servers, JUnit, ESB, Middleware, WebSphere Application..., WSDL, JMS, XML Spy, ClearCase, Agile Methodologies, Data Warehousing, Unix, Enterprise Architecture
Education
Colorado State University 1969 — 1975
BS, Mechanical Engineering
Stephanie Gallegos, AIF(R) Stephanie Gallegos, AIF(R)'s Charles Schwab Experience 2000 - 2002
Job
Industry Financial Services
Experience
Axial Benefits Group June 2013 - Present
NFP Thorbahn August 2010 - May 2013
Women in Pensions Network October 2010 - October 2011
Commonwealth Financial Network February 2010 - August 2010
The Bostonian Group March 2003 - January 2010
D.J. Shah Financial Services April 2002 - March 2003
Charles Schwab 2000 - 2002
Skills
Retirement, 401k
Education
Colorado State University 1996 — 1999
Bachelor of Science
Wray High School 1992 — 1996
Diploma
Axial Benefits Group June 2013 - Present
NFP Thorbahn August 2010 - May 2013
Women in Pensions Network October 2010 - October 2011
Commonwealth Financial Network February 2010 - August 2010
The Bostonian Group March 2003 - January 2010
D.J. Shah Financial Services April 2002 - March 2003
Charles Schwab 2000 - 2002
Skills
Retirement, 401k
Education
Colorado State University 1996 — 1999
Bachelor of Science
Wray High School 1992 — 1996
Diploma
Mark Martin-Williams's Charles Schwab Experience 1999 - 2004
Job Director of Corporate Administration at Inrange Systems
Industry Hospital & Health Care
Experience
INRange Systems July 2013 - Present
Alpine Bank August 2004 - July 2013
Charles Schwab 1999 - 2004
Morgan Stanley Dean Witter 1997 - 1999
Skills
Loans, Commercial Lending, Banking, Commercial Real Estate, Consumer Lending, Credit, Due Diligence, FHA, Finance, Financial Analysis, Financial Modeling, Investments, Lines Of Credit, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Small Business Lending, Wealth Management, Credit Analysis, Loan Origination, Strategic Financial..., Commercial Banking, Financial Services, Cash Management
Education
Graduate School of Banking at Colorado 2006 — 2008
University of Colorado at Denver 2001 — 2003
MBA
Colorado State University 1992 — 1996
BA, Literature
Torrey Pines High School 1988 — 1992
INRange Systems July 2013 - Present
Alpine Bank August 2004 - July 2013
Charles Schwab 1999 - 2004
Morgan Stanley Dean Witter 1997 - 1999
Skills
Loans, Commercial Lending, Banking, Commercial Real Estate, Consumer Lending, Credit, Due Diligence, FHA, Finance, Financial Analysis, Financial Modeling, Investments, Lines Of Credit, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Small Business Lending, Wealth Management, Credit Analysis, Loan Origination, Strategic Financial..., Commercial Banking, Financial Services, Cash Management
Education
Graduate School of Banking at Colorado 2006 — 2008
University of Colorado at Denver 2001 — 2003
MBA
Colorado State University 1992 — 1996
BA, Literature
Torrey Pines High School 1988 — 1992
David Staff David Staff's Charles Schwab Experience March 2010 - December 2013
Job Java Developer at ADP
Industry Computer Software
Experience
ADP January 2014 - Present
Charles Schwab March 2010 - December 2013
Subway November 2009 - February 2010
Colorado State University - College of Business January 2007 - May 2009
Skills
Java, VXML, C#, SQL, Scheme, .NET, Visual Studio, Eclipse, C++
Education
Colorado State University 2003 — 2009
Bachelor of Science (B.S.), Computer Science
ADP January 2014 - Present
Charles Schwab March 2010 - December 2013
Subway November 2009 - February 2010
Colorado State University - College of Business January 2007 - May 2009
Skills
Java, VXML, C#, SQL, Scheme, .NET, Visual Studio, Eclipse, C++
Education
Colorado State University 2003 — 2009
Bachelor of Science (B.S.), Computer Science
Cindy Mullen's Charles Schwab Experience January 1991 - April 1999
Job Corporate Brand Marketing, C.G.I.P.
Industry Marketing and Advertising
Experience
HALO Branded Solutions December 2010 - Present
Logos Your Way January 2005 - November 2010
Charles Schwab January 1991 - April 1999
Skills
Marketing Communications, Marketing, Advertising, Trade Shows, Email Marketing, Account Management, Lead Generation, Corporate Gifts, Sales, Selling, Customer Service, Management, Marketing Strategy, Direct Mail, Integrated Marketing, New Business Development, Retail, Online Marketing, Product Marketing, Social Media Marketing, B2B, Strategic Planning, Online Advertising, Digital Marketing
Education
Colorado State University 1990 — 1993
BA Finance, Finance
HALO Branded Solutions December 2010 - Present
Logos Your Way January 2005 - November 2010
Charles Schwab January 1991 - April 1999
Skills
Marketing Communications, Marketing, Advertising, Trade Shows, Email Marketing, Account Management, Lead Generation, Corporate Gifts, Sales, Selling, Customer Service, Management, Marketing Strategy, Direct Mail, Integrated Marketing, New Business Development, Retail, Online Marketing, Product Marketing, Social Media Marketing, B2B, Strategic Planning, Online Advertising, Digital Marketing
Education
Colorado State University 1990 — 1993
BA Finance, Finance
Jeff Pills Jeff Pills's Charles Schwab Experience 2012 - 2013
Job Lead Sales Training Manager at CenturyLink Business
Industry Information Technology and Services
Experience
CenturyLink Business 2014 - Present
Anthem, Inc. 2013 - 2014
Charles Schwab 2012 - 2013
Dex One 2009 - 2011
Dex One 2008 - 2009
Dex One 2006 - 2008
US WEST Dex - Qwest Dex - Dex Media - R H Donnelley 1996 - 2006
US WEST Direct 1995 - 1996
US WEST Direct 1993 - 1995
US WEST Direct 1991 - 1993
Skills
Sales, Sales Training, Sales Management, Sales Effectiveness..., Development & delivery..., Sales Process, Sales Presentations, Sales Rep Training, Sales Leadership..., Software Training, Coaching, Presentation Coaching, Business Coaching, Public Speaking, Instructional Design, Performance Consulting, Business Development, Business Analysis, Internet Marketing, Technical Writing, Adult Learning..., Call Center Management, Call Center, Web Marketing, SEM, B2B, SEO, Selling Skills, Advertising, Sales Effectiveness, Marketing, Call Centers, Program Management, Hands-on Training, Management, Online Advertising, Selling, Sales Operations, Marketing Strategy, Training, CRM, Strategy, Leadership, Customer Retention, Salesforce.com, Talent Management, New Business Development, E-commerce, Change Management, Time Management
Education
Colorado State University
BA, Political Science
CenturyLink Business 2014 - Present
Anthem, Inc. 2013 - 2014
Charles Schwab 2012 - 2013
Dex One 2009 - 2011
Dex One 2008 - 2009
Dex One 2006 - 2008
US WEST Dex - Qwest Dex - Dex Media - R H Donnelley 1996 - 2006
US WEST Direct 1995 - 1996
US WEST Direct 1993 - 1995
US WEST Direct 1991 - 1993
Skills
Sales, Sales Training, Sales Management, Sales Effectiveness..., Development & delivery..., Sales Process, Sales Presentations, Sales Rep Training, Sales Leadership..., Software Training, Coaching, Presentation Coaching, Business Coaching, Public Speaking, Instructional Design, Performance Consulting, Business Development, Business Analysis, Internet Marketing, Technical Writing, Adult Learning..., Call Center Management, Call Center, Web Marketing, SEM, B2B, SEO, Selling Skills, Advertising, Sales Effectiveness, Marketing, Call Centers, Program Management, Hands-on Training, Management, Online Advertising, Selling, Sales Operations, Marketing Strategy, Training, CRM, Strategy, Leadership, Customer Retention, Salesforce.com, Talent Management, New Business Development, E-commerce, Change Management, Time Management
Education
Colorado State University
BA, Political Science
Dean Griess's Charles Schwab Experience July 2015 - Present
Job Managing Director Schwab Business Learning
Industry Professional Training & Coaching
Experience
Charles Schwab July 2015 - Present
Convergys January 2014 - July 2015
Stream Global Services/ Convergys October 2013 - January 2014
StarTek May 2009 - October 2013
Dish Network 2004 - 2009
Swingle Tree & Landscape May 1997 - January 2004
Skills
Training Skills, Public Speaking, Partnership Development, Staff Development, Call Center, Performance Management, Leadership Development, Employee Relations, Vendor Management, Coaching, Instructional Design, Workshop Facilitation, Employee Engagement, Team Building, Process Improvement, Leadership, E-Learning, Team Leadership, Change Management, Training, Training Delivery, Talent Management, HRIS, Call Centers, Instructor-led Training, Management, Employee Training, Customer Satisfaction, Team Management, Organizational..., Onboarding, Workforce Planning, Customer Experience, Outsourcing, Performance Improvement, Strategy, Cross-functional Team..., Operations Management, Customer Retention, Employee Benefits, Strategic Planning, Succession Planning, Interviews
Education
Colorado State University 1998 — 2001
Bachelor's Degree, Speech Communications
Carmel High School 1993 — 1996
Charles Schwab July 2015 - Present
Convergys January 2014 - July 2015
Stream Global Services/ Convergys October 2013 - January 2014
StarTek May 2009 - October 2013
Dish Network 2004 - 2009
Swingle Tree & Landscape May 1997 - January 2004
Skills
Training Skills, Public Speaking, Partnership Development, Staff Development, Call Center, Performance Management, Leadership Development, Employee Relations, Vendor Management, Coaching, Instructional Design, Workshop Facilitation, Employee Engagement, Team Building, Process Improvement, Leadership, E-Learning, Team Leadership, Change Management, Training, Training Delivery, Talent Management, HRIS, Call Centers, Instructor-led Training, Management, Employee Training, Customer Satisfaction, Team Management, Organizational..., Onboarding, Workforce Planning, Customer Experience, Outsourcing, Performance Improvement, Strategy, Cross-functional Team..., Operations Management, Customer Retention, Employee Benefits, Strategic Planning, Succession Planning, Interviews
Education
Colorado State University 1998 — 2001
Bachelor's Degree, Speech Communications
Carmel High School 1993 — 1996
Jeff Magouirk Jeff Magouirk's Charles Schwab Experience February 2012 - November 2012
Job Sr. Data Scientist at Level(3) Communications
Industry Telecommunications
Experience
Level 3 Communications December 2012 - Present
Charles Schwab February 2012 - November 2012
APS Healthcare August 2011 - February 2012
COAW June 2011 - August 2011
Denver Health, Rocky Mountain Poison and Drug Center March 2010 - May 2011
Aspenbio Pharma, Inc September 2009 - February 2010
Colorado Clinical and Translational Science Institute, University December 2005 - August 2009
University of Denver September 2005 - December 2005
National Jewish Medical and Research Center October 2002 - December 2005
National Jewish Medical and Research Center January 2002 - October 2002
Skills
Statistics, Databases, Pharmaceuticals, Analysis, Data Analysis, Data Collection, Informatics, Database Development, Clinical, Access, SQL, Outcomes, SAS, Data Management, Research, SPSS, R, Data Mining, Analytics, Statistical Modeling
Education
Colorado State University 1984 — 1987
Ph.D candidate
Colorado State University 1984 — 1986
Master's Degree
University of Colorado 1982 — 1984
Bachelor of Arts
Level 3 Communications December 2012 - Present
Charles Schwab February 2012 - November 2012
APS Healthcare August 2011 - February 2012
COAW June 2011 - August 2011
Denver Health, Rocky Mountain Poison and Drug Center March 2010 - May 2011
Aspenbio Pharma, Inc September 2009 - February 2010
Colorado Clinical and Translational Science Institute, University December 2005 - August 2009
University of Denver September 2005 - December 2005
National Jewish Medical and Research Center October 2002 - December 2005
National Jewish Medical and Research Center January 2002 - October 2002
Skills
Statistics, Databases, Pharmaceuticals, Analysis, Data Analysis, Data Collection, Informatics, Database Development, Clinical, Access, SQL, Outcomes, SAS, Data Management, Research, SPSS, R, Data Mining, Analytics, Statistical Modeling
Education
Colorado State University 1984 — 1987
Ph.D candidate
Colorado State University 1984 — 1986
Master's Degree
University of Colorado 1982 — 1984
Bachelor of Arts
Jan Palson Jan Palson's Charles Schwab Experience July 2008 - 2009
Job DesignWriteDeliver
Industry Information Services
Experience
Design-Write-Deliver November 2012 - Present
Wells Fargo Operations Center January 2012 - July 2012
Charles Schwab July 2008 - 2009
American Express January 2008 - July 2008
Cisco Networking Academy March 2006 - June 2007
Academic Business Consultants December 2005 - March 2006
Skills
Captivate, E-Learning, ADDIE, Training, Dreamweaver, Content Development, Software Documentation, Blended Learning, Instructional Design, Photoshop, Curriculum Design, SEO, Technical Writing
Education
Pikes Peak Community College 1975 — 1979
Associates, Communication
Colorado State University
Undecided
University of Colorado Colorado Springs
School of Business
Design-Write-Deliver November 2012 - Present
Wells Fargo Operations Center January 2012 - July 2012
Charles Schwab July 2008 - 2009
American Express January 2008 - July 2008
Cisco Networking Academy March 2006 - June 2007
Academic Business Consultants December 2005 - March 2006
Skills
Captivate, E-Learning, ADDIE, Training, Dreamweaver, Content Development, Software Documentation, Blended Learning, Instructional Design, Photoshop, Curriculum Design, SEO, Technical Writing
Education
Pikes Peak Community College 1975 — 1979
Associates, Communication
Colorado State University
Undecided
University of Colorado Colorado Springs
School of Business
Cory Dobbs Cory Dobbs's Charles Schwab Experience January 2010 - Present
Job Sales Associate at Bed Bath & Beyond
Industry Capital Markets
Experience
Charles Schwab January 2010 - Present
Colorado State University August 2006 - May 2007
Education
Colorado State University 2005 — 2009
Charles Schwab January 2010 - Present
Colorado State University August 2006 - May 2007
Education
Colorado State University 2005 — 2009
Bo Aylin Bo Aylin's Charles Schwab Experience 1998 - 2000
Job Partner, PrairieView Partners, LLC
Industry Financial Services
Experience
PrairieView Partners January 2008 - Present
Carlson Capital Management 2000 - 2007
Charles Schwab 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Finance, Financial Advisory, Tax, Risk Management, Strategic Planning, Financial Planners
Education
University of Vermont 1985 — 1989
BA
Colorado State University
Masters
PrairieView Partners January 2008 - Present
Carlson Capital Management 2000 - 2007
Charles Schwab 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Finance, Financial Advisory, Tax, Risk Management, Strategic Planning, Financial Planners
Education
University of Vermont 1985 — 1989
BA
Colorado State University
Masters
David T Martin CRPC® David T Martin CRPC®'s Charles Schwab Experience April 2005 - February 2011
Job Corporate Services Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial February 2011 - Present
Charles Schwab April 2005 - February 2011
Charles Schwab May 2003 - April 2005
Charles Schwab May 2000 - May 2003
Skills
Investment Advisory, Series 65, Investment Strategies, Wealth Management, Asset Allocation, Retirement Planning, 401k, Series 7, Series 63, Uniform Combined State..., Mutual Funds, Series 66, Separately Managed..., Institutional Accounts, Wealth Management..., Investment Management, Separate, Bonds
Education
College for Financial Planning 2012 — 2012
CRPC Designee
Colorado State University 1994 — 1999
BS, Business Administration
E*TRADE Financial February 2011 - Present
Charles Schwab April 2005 - February 2011
Charles Schwab May 2003 - April 2005
Charles Schwab May 2000 - May 2003
Skills
Investment Advisory, Series 65, Investment Strategies, Wealth Management, Asset Allocation, Retirement Planning, 401k, Series 7, Series 63, Uniform Combined State..., Mutual Funds, Series 66, Separately Managed..., Institutional Accounts, Wealth Management..., Investment Management, Separate, Bonds
Education
College for Financial Planning 2012 — 2012
CRPC Designee
Colorado State University 1994 — 1999
BS, Business Administration
Jason Flower Jason Flower's Charles Schwab Experience September 2007 - July 2012
Job Senior Manager, Reporting & Integration Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank January 2015 - Present
Charles Schwab Bank July 2012 - January 2015
Charles Schwab September 2007 - July 2012
Education
Colorado State University 2001 — 2005
Economics
Charles Schwab Bank January 2015 - Present
Charles Schwab Bank July 2012 - January 2015
Charles Schwab September 2007 - July 2012
Education
Colorado State University 2001 — 2005
Economics
Kathleen J. Welsh, PMP, CTFL, MCIS Kathleen J. Welsh, PMP, CTFL, MCIS's Charles Schwab Experience August 2008 - December 2008
Job Program/Project Management Consultant
Industry Information Technology and Services
Experience
OnPoint PMC, LLC June 2006 - Present
Access Data May 2013 - June 2013
Western Union March 2011 - August 2012
Charles Schwab (Sapphire Technologies) January 2010 - December 2010
Charles Schwab August 2008 - December 2008
Visa DPS October 2006 - October 2007
Qwest Information Technologies May 2004 - February 2006
Qwest Information Technologies July 2000 - February 2006
Qwest Information Technologies April 2002 - May 2004
U S WEST/Qwest Information Technologies April 2000 - April 2002
Skills
Program Management, Software Project..., Process Management, Leadership, Problem-Solving, Decision-Making, Project Organization, MS Project, Risk Management, Issues Management, Written/Verbal..., Software Metrics, Best Practices, Project Tracking &..., Business Requirements..., Problem Management, Change Management, Budgeting, Client Needs Analysis, Project Documentation, Outlook, Management, Project Management..., Team Building, Software Conversion..., Project Implementation..., Financial Reporting, Negotiation, Troubleshooting, Release Management, Communication, Project Management, Budgets, Management Consulting, SharePoint, Project Portfolio..., PMO, SDLC, Business Analysis, Vendor Management, Requirements Analysis, PMP, Agile Methodologies, Telecommunications, Software Development, Business Requirements, Testing, Team Management, Project Planning, Training
Education
Colorado State University 1999 — 2000
Masters Certificate, Project Management
University of Denver 1988 — 1991
MCIS, Computer Information Systems
University of Colorado Denver 1978 — 1980
BSBA, Dual Major Marketing & HR Mgmt
OnPoint PMC, LLC June 2006 - Present
Access Data May 2013 - June 2013
Western Union March 2011 - August 2012
Charles Schwab (Sapphire Technologies) January 2010 - December 2010
Charles Schwab August 2008 - December 2008
Visa DPS October 2006 - October 2007
Qwest Information Technologies May 2004 - February 2006
Qwest Information Technologies July 2000 - February 2006
Qwest Information Technologies April 2002 - May 2004
U S WEST/Qwest Information Technologies April 2000 - April 2002
Skills
Program Management, Software Project..., Process Management, Leadership, Problem-Solving, Decision-Making, Project Organization, MS Project, Risk Management, Issues Management, Written/Verbal..., Software Metrics, Best Practices, Project Tracking &..., Business Requirements..., Problem Management, Change Management, Budgeting, Client Needs Analysis, Project Documentation, Outlook, Management, Project Management..., Team Building, Software Conversion..., Project Implementation..., Financial Reporting, Negotiation, Troubleshooting, Release Management, Communication, Project Management, Budgets, Management Consulting, SharePoint, Project Portfolio..., PMO, SDLC, Business Analysis, Vendor Management, Requirements Analysis, PMP, Agile Methodologies, Telecommunications, Software Development, Business Requirements, Testing, Team Management, Project Planning, Training
Education
Colorado State University 1999 — 2000
Masters Certificate, Project Management
University of Denver 1988 — 1991
MCIS, Computer Information Systems
University of Colorado Denver 1978 — 1980
BSBA, Dual Major Marketing & HR Mgmt
Jessica Brumback-Yara Jessica Brumback-Yara's Charles Schwab Experience March 2008 - May 2012
Job Clear Voice Research, Account Manager
Industry Consumer Services
Experience
Clear Voice Research February 2013 - Present
City Town Car June 2012 - Present
Charles Schwab March 2008 - May 2012
Charles Schwab March 2004 - February 2009
International Computer Networks January 1996 - January 2000
Skills
Series 7, Series 63, Project Planning, Project Management, Finance, Telecommunications, Quality Assurance, Analytics, Management, Cross-functional Team..., Process Improvement, Business Analysis, Competitive Analysis, Leadership, Vendor Management, Business Process..., CRM, Salesforce.com, Call Centers
Education
Colorado State University
South
Clear Voice Research February 2013 - Present
City Town Car June 2012 - Present
Charles Schwab March 2008 - May 2012
Charles Schwab March 2004 - February 2009
International Computer Networks January 1996 - January 2000
Skills
Series 7, Series 63, Project Planning, Project Management, Finance, Telecommunications, Quality Assurance, Analytics, Management, Cross-functional Team..., Process Improvement, Business Analysis, Competitive Analysis, Leadership, Vendor Management, Business Process..., CRM, Salesforce.com, Call Centers
Education
Colorado State University
South
Annette Carpender, CAMS Annette Carpender, CAMS's Charles Schwab Experience June 2014 - Present
Job Compliance
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Western Union April 2006 - June 2014
INVESCO June 2003 - April 2006
Janus December 1992 - September 2001
Skills
AML, Bank Secrecy Act, Money Transfer, USA PATRIOT Act, Mutual Funds, Series 7, Banking, Risk Management, Securities, Financial Services, Due Diligence, Series 63, Corporate Governance, Policy, KYC, OFAC, Finance, Leadership, Credit, Certified Anti-Money..., Relationship Management, CAMS, Payments, Fraud, Anti Money Laundering
Education
Colorado State University 1986 — 1990
B.S., Human Development and Family Studies
University of Denver
Leadership and Organizations, 12 Credits
Charles Schwab June 2014 - Present
Western Union April 2006 - June 2014
INVESCO June 2003 - April 2006
Janus December 1992 - September 2001
Skills
AML, Bank Secrecy Act, Money Transfer, USA PATRIOT Act, Mutual Funds, Series 7, Banking, Risk Management, Securities, Financial Services, Due Diligence, Series 63, Corporate Governance, Policy, KYC, OFAC, Finance, Leadership, Credit, Certified Anti-Money..., Relationship Management, CAMS, Payments, Fraud, Anti Money Laundering
Education
Colorado State University 1986 — 1990
B.S., Human Development and Family Studies
University of Denver
Leadership and Organizations, 12 Credits
Glenn Kruszewski's Charles Schwab Experience February 2012 - November 2012
Job Senior Software Engineer at Schlumberger
Industry Computer Software
Experience
Schlumberger February 2014 - Present
Single Dealer Platform February 2011 - Present
CenturyLink March 2013 - September 2013
Charles Schwab February 2012 - November 2012
Hatton Point, Inc. June 2011 - February 2012
Precision Development November 2008 - February 2011
Weston Distance Learning August 2007 - October 2008
Liquid Cognition August 2006 - July 2007
Center Partners June 2005 - August 2006
Kodak Polychrome Graphics August 2004 - May 2005
Skills
C#, .NET, C++, MVC, WinForms, Apache, WCF Services
Education
Colorado State University 1999 — 2004
BS, Computer Information Systems and Finance
Schlumberger February 2014 - Present
Single Dealer Platform February 2011 - Present
CenturyLink March 2013 - September 2013
Charles Schwab February 2012 - November 2012
Hatton Point, Inc. June 2011 - February 2012
Precision Development November 2008 - February 2011
Weston Distance Learning August 2007 - October 2008
Liquid Cognition August 2006 - July 2007
Center Partners June 2005 - August 2006
Kodak Polychrome Graphics August 2004 - May 2005
Skills
C#, .NET, C++, MVC, WinForms, Apache, WCF Services
Education
Colorado State University 1999 — 2004
BS, Computer Information Systems and Finance
Kim Rogers Kim Rogers's Charles Schwab Experience 1995 - 1998
Job Director Investor Relations and Business Development at ZAGG, Inc.
Industry Consumer Electronics
Experience
ZAGG, Inc June 2014 - Present
Genesis Select 2001 - June 2014
Precursor Group 2000 - 2001
E*Offering (E*Trade) 1998 - 2000
Charles Schwab 1995 - 1998
Mabon Securities 1993 - 1994
Cowen and Company 1990 - 1993
Morgan Stanley Capital International 1987 - 1990
Skills
Investor Relations, IPO, Corporate Development, Mergers & Acquisitions, Capital Markets, Due Diligence, Equities, Equity Research, Alternative Investments, Valuation, Corporate Finance, Investments, Financial Modeling, Investment Banking, Securities, Crisis Communications, Private Equity, Venture Capital, Hedge Funds, Start-ups
Education
Colorado State University
Geology
New Trier East
ZAGG, Inc June 2014 - Present
Genesis Select 2001 - June 2014
Precursor Group 2000 - 2001
E*Offering (E*Trade) 1998 - 2000
Charles Schwab 1995 - 1998
Mabon Securities 1993 - 1994
Cowen and Company 1990 - 1993
Morgan Stanley Capital International 1987 - 1990
Skills
Investor Relations, IPO, Corporate Development, Mergers & Acquisitions, Capital Markets, Due Diligence, Equities, Equity Research, Alternative Investments, Valuation, Corporate Finance, Investments, Financial Modeling, Investment Banking, Securities, Crisis Communications, Private Equity, Venture Capital, Hedge Funds, Start-ups
Education
Colorado State University
Geology
New Trier East
Shandra Loomis, MBA Shandra Loomis, MBA's Charles Schwab Experience August 2012 - February 2013
Job MBA Graduate at The University of Denver
Industry Information Technology and Services
Experience
Transamerica January 2014 - July 2014
Charles Schwab August 2012 - February 2013
Charles Schwab October 2010 - August 2012
Colorado State University October 2007 - May 2010
Chrysler May 2008 - August 2008
Skills
Leadership, Management, CRM, Finance, Business Development, Customer Service, Cross-functional Team..., Strategy, Investments, Marketing, Sales, Microsoft Office, Entrepreneurship, Training, Business Strategy, Mutual Funds, Business Analysis, Financial Services, Program Management, Financial Analysis, Microsoft Excel, Salesforce.com, Financial Modeling, Competitive Analysis, Product Development, Account Management, Time Management, Options, Analysis, Business Intelligence, Predictive Analytics, Big Data Analytics
Education
University of Denver 2014 — 2015
Master of Business Administration (MBA), Business Analytics
Colorado State University 2006 — 2010
Bachelors of Science in Business Administration, Organization and Innovation Management
Transamerica January 2014 - July 2014
Charles Schwab August 2012 - February 2013
Charles Schwab October 2010 - August 2012
Colorado State University October 2007 - May 2010
Chrysler May 2008 - August 2008
Skills
Leadership, Management, CRM, Finance, Business Development, Customer Service, Cross-functional Team..., Strategy, Investments, Marketing, Sales, Microsoft Office, Entrepreneurship, Training, Business Strategy, Mutual Funds, Business Analysis, Financial Services, Program Management, Financial Analysis, Microsoft Excel, Salesforce.com, Financial Modeling, Competitive Analysis, Product Development, Account Management, Time Management, Options, Analysis, Business Intelligence, Predictive Analytics, Big Data Analytics
Education
University of Denver 2014 — 2015
Master of Business Administration (MBA), Business Analytics
Colorado State University 2006 — 2010
Bachelors of Science in Business Administration, Organization and Innovation Management
Andrew ( A.J.) Haszko III Andrew ( A.J.) Haszko III's Charles Schwab Experience May 2000 - December 2006
Job Sr. Performance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon May 2012 - Present
BNY Mellon April 2009 - May 2012
BNY Mellon December 2007 - April 2009
Charles Schwab May 2000 - December 2006
Skills
College Recruiting, Sales, Analysis, Building Relationships, Financial Analysis, Investments, Securities, Management, Auditing, SDLC, CRM, Salesforce.com, Financial Reporting, Accounts Receivable, Finance, Accounting, Banking, Time Management, Account Reconciliation, Financial Statements, Mutual Funds, Equities, Risk Management, Access, Financial Modeling, Financial Risk, Credit, Derivatives, Outlook, Pricing, Microsoft Word, PowerPoint, Financial Services, Cash Management, SharePoint, Variance Analysis, Trading, Accounts Payable, Microsoft Excel, Business Analysis, Process Improvement, Financial Forecasting, Tax, Client Services, Portfolio Management
Education
Colorado State University 2013 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2002 — 2007
BS, Accounting
University of Central Florida 1994 — 1998
BA, Psychology
BNY Mellon June 2015 - Present
BNY Mellon May 2012 - Present
BNY Mellon April 2009 - May 2012
BNY Mellon December 2007 - April 2009
Charles Schwab May 2000 - December 2006
Skills
College Recruiting, Sales, Analysis, Building Relationships, Financial Analysis, Investments, Securities, Management, Auditing, SDLC, CRM, Salesforce.com, Financial Reporting, Accounts Receivable, Finance, Accounting, Banking, Time Management, Account Reconciliation, Financial Statements, Mutual Funds, Equities, Risk Management, Access, Financial Modeling, Financial Risk, Credit, Derivatives, Outlook, Pricing, Microsoft Word, PowerPoint, Financial Services, Cash Management, SharePoint, Variance Analysis, Trading, Accounts Payable, Microsoft Excel, Business Analysis, Process Improvement, Financial Forecasting, Tax, Client Services, Portfolio Management
Education
Colorado State University 2013 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2002 — 2007
BS, Accounting
University of Central Florida 1994 — 1998
BA, Psychology
Joel Doerer Joel Doerer's Charles Schwab Experience May 2011 - Present
Job Systems Analyst II at Wide Open West
Industry Telecommunications
Experience
Wide Open West April 2014 - Present
Charles Schwab May 2011 - Present
Computer Information Systems Club at Colorado State University September 2010 - May 2011
Colorado State University August 2010 - May 2011
ProBuild Holdings May 2010 - August 2010
Colorado State University August 2009 - May 2010
Skills
Visio, Salesforce.com, Process Improvement, Microsoft Office, SQL, Business Analysis, Agile Methodologies, Management, Data Analysis, Microsoft SQL Server, SharePoint, Microsoft Excel, Leadership, Splunk, Production Support, Software Documentation, Requirements Analysis, Requirements Gathering, Business Process...
Education
Colorado State University 2006 — 2011
Business Administration, Computer Information Systems
Wide Open West April 2014 - Present
Charles Schwab May 2011 - Present
Computer Information Systems Club at Colorado State University September 2010 - May 2011
Colorado State University August 2010 - May 2011
ProBuild Holdings May 2010 - August 2010
Colorado State University August 2009 - May 2010
Skills
Visio, Salesforce.com, Process Improvement, Microsoft Office, SQL, Business Analysis, Agile Methodologies, Management, Data Analysis, Microsoft SQL Server, SharePoint, Microsoft Excel, Leadership, Splunk, Production Support, Software Documentation, Requirements Analysis, Requirements Gathering, Business Process...
Education
Colorado State University 2006 — 2011
Business Administration, Computer Information Systems
Cody Gault's Charles Schwab Experience April 2015 - September 2015
Job Portfolio specialist
Industry Investment Management
Experience
Envestnet, Inc September 2015 - Present
Charles Schwab April 2015 - September 2015
Scottrade October 2014 - April 2015
USDA June 2014 - December 2014
Engineering Research Center January 2014 - May 2014
Colorado State University August 2012 - May 2013
Skills
SQL, SAS programming, Econometrics, Python, Multiple Regression..., Linear Regression, VBA, Mutual Funds
Education
Colorado State University 2009 — 2013
Economics, Economics
Envestnet, Inc September 2015 - Present
Charles Schwab April 2015 - September 2015
Scottrade October 2014 - April 2015
USDA June 2014 - December 2014
Engineering Research Center January 2014 - May 2014
Colorado State University August 2012 - May 2013
Skills
SQL, SAS programming, Econometrics, Python, Multiple Regression..., Linear Regression, VBA, Mutual Funds
Education
Colorado State University 2009 — 2013
Economics, Economics
Brad Gadomski's Charles Schwab Experience March 2015 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab 2014 - Present
Charles Schwab June 2011 - March 2014
The Patrick Dealer Group May 2011 - July 2011
Nicaboyne, Inc May 2006 - June 2011
DTD Epsilon Omicron January 2011 - May 2011
The Patrick Dealer Group May 2009 - January 2011
Jim Busby July 2006 - January 2011
DTD Epsilon Omicron December 2009 - December 2010
Education
Colorado State University 2007 — 2011
B.A., Finance - Investment Analysis, International Business
Charles Schwab March 2015 - Present
Charles Schwab 2014 - Present
Charles Schwab June 2011 - March 2014
The Patrick Dealer Group May 2011 - July 2011
Nicaboyne, Inc May 2006 - June 2011
DTD Epsilon Omicron January 2011 - May 2011
The Patrick Dealer Group May 2009 - January 2011
Jim Busby July 2006 - January 2011
DTD Epsilon Omicron December 2009 - December 2010
Education
Colorado State University 2007 — 2011
B.A., Finance - Investment Analysis, International Business
Alexandra Ramirez Alexandra Ramirez's Charles Schwab Experience June 2013 - August 2013
Job Valuations Analyst at Prologis
Industry Financial Services
Experience
Prologis September 2014 - Present
SquareTwo Financial December 2013 - September 2014
Charles Schwab June 2013 - August 2013
SquareTwo Financial June 2012 - August 2012
SquareTwo Financial May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Verbal and Written..., Proficient in Spanish, Access, Banking, Data Analysis, Financial Analysis, Leadership, Analysis, Market Research, Process Improvement, Finance
Education
Colorado State University 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Prologis September 2014 - Present
SquareTwo Financial December 2013 - September 2014
Charles Schwab June 2013 - August 2013
SquareTwo Financial June 2012 - August 2012
SquareTwo Financial May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Verbal and Written..., Proficient in Spanish, Access, Banking, Data Analysis, Financial Analysis, Leadership, Analysis, Market Research, Process Improvement, Finance
Education
Colorado State University 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Wendy M. Moyers, CFP ®'s Charles Schwab Experience 1995 - 2007
Job Financial Advisor at Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management May 2015 - Present
FBB Capital Partners July 2012 - April 2015
The Family Firm, Inc. July 2007 - July 2012
Charles Schwab 1995 - 2007
Skills
Retirement Planning, Financial Planning, Estate Planning, Charitable Giving, Retirement Income..., Asset Management, Wealth Management
Education
Colorado State University
Bachelor of Science, Business Administration
Savant Capital Management May 2015 - Present
FBB Capital Partners July 2012 - April 2015
The Family Firm, Inc. July 2007 - July 2012
Charles Schwab 1995 - 2007
Skills
Retirement Planning, Financial Planning, Estate Planning, Charitable Giving, Retirement Income..., Asset Management, Wealth Management
Education
Colorado State University
Bachelor of Science, Business Administration
Christopher Caro's Charles Schwab Experience August 2011 - April 2015
Job Senior Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Charles Schwab August 2011 - April 2015
State of Colorado February 2008 - August 2011
State of Colorado September 2007 - January 2008
The Warranty Group June 2007 - September 2007
Skills
Microsoft Office, Banking, Financial Analysis, Financial Reporting, Accounting, Regulations, Regulatory Requirements, Mortgage Lending, Consumer Lending, Adobe, Adobe Professional, Visio, Access, Microsoft Excel, Microsoft Word, Proprietary Software, Proprietary Systems, Analysis, Data Analysis, Internet, Google Chrome, Internet Explorer, SketchUp, Google Docs, Google Analytics, SQL, Java, Visual Basic, Problem Solving, Strategic Planning, Communication, Consistency, Context, Change Management
Education
Colorado State University 2010 — 2013
Master's Degree, Management
University of Colorado at Boulder 2003 — 2007
Bachelor's Degree, Economics
Wells Fargo April 2015 - Present
Charles Schwab August 2011 - April 2015
State of Colorado February 2008 - August 2011
State of Colorado September 2007 - January 2008
The Warranty Group June 2007 - September 2007
Skills
Microsoft Office, Banking, Financial Analysis, Financial Reporting, Accounting, Regulations, Regulatory Requirements, Mortgage Lending, Consumer Lending, Adobe, Adobe Professional, Visio, Access, Microsoft Excel, Microsoft Word, Proprietary Software, Proprietary Systems, Analysis, Data Analysis, Internet, Google Chrome, Internet Explorer, SketchUp, Google Docs, Google Analytics, SQL, Java, Visual Basic, Problem Solving, Strategic Planning, Communication, Consistency, Context, Change Management
Education
Colorado State University 2010 — 2013
Master's Degree, Management
University of Colorado at Boulder 2003 — 2007
Bachelor's Degree, Economics
Amy Sperber, APR Amy Sperber, APR's Charles Schwab Experience March 2015 - Present
Job Director, Employee Communications
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
OppenheimerFunds February 2013 - February 2015
OppenheimerFunds, Inc. February 2011 - January 2013
OppenheimerFunds November 2009 - February 2011
Allstate Insurance Company March 2004 - October 2009
Allstate 2004 - 2008
PRSA Colorado Chapter 2005 - 2007
Lawscomm 2001 - 2004
High Speed Access Corp. July 1999 - May 2001
American Heart Association 1995 - 1998
Skills
Internal Communications, Executive Communications, Corporate Communications, Public Relations, Communication Training, Crisis Communications, Media Relations, Leadership, Program Management, Human Resources, Strategic Communications, Reputation Management, Message Development, Strategy, Press Releases, Speech Writing, Marketing Communications, Social Media
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Journalism
Hinkley High School 1987 — 1991
Charles Schwab March 2015 - Present
OppenheimerFunds February 2013 - February 2015
OppenheimerFunds, Inc. February 2011 - January 2013
OppenheimerFunds November 2009 - February 2011
Allstate Insurance Company March 2004 - October 2009
Allstate 2004 - 2008
PRSA Colorado Chapter 2005 - 2007
Lawscomm 2001 - 2004
High Speed Access Corp. July 1999 - May 2001
American Heart Association 1995 - 1998
Skills
Internal Communications, Executive Communications, Corporate Communications, Public Relations, Communication Training, Crisis Communications, Media Relations, Leadership, Program Management, Human Resources, Strategic Communications, Reputation Management, Message Development, Strategy, Press Releases, Speech Writing, Marketing Communications, Social Media
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Journalism
Hinkley High School 1987 — 1991
Adam Mayer's Charles Schwab Experience January 2014 - Present
Job Manager, Index Management at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2014 - Present
Russell Investments January 2013 - January 2014
Russell Investments November 2010 - January 2013
Colorado State University January 2010 - May 2010
Skills
Equity Research, Econometrics, Bloomberg Terminal, Data Analysis, Microsoft Excel, SQL, Time Series Analysis, Statistics, Indexing, Corporate Actions, Project Management, Economics, Quantitative Analytics, Leadership, Asset Allocation, Financial Modeling, Equities, Bloomberg, Valuation, Asset Management, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Quantitative Finance, Securities, Analysis
Education
Colorado State University 2006 — 2010
B.A., Economics, Business, Statistics
Charles Schwab January 2014 - Present
Russell Investments January 2013 - January 2014
Russell Investments November 2010 - January 2013
Colorado State University January 2010 - May 2010
Skills
Equity Research, Econometrics, Bloomberg Terminal, Data Analysis, Microsoft Excel, SQL, Time Series Analysis, Statistics, Indexing, Corporate Actions, Project Management, Economics, Quantitative Analytics, Leadership, Asset Allocation, Financial Modeling, Equities, Bloomberg, Valuation, Asset Management, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Quantitative Finance, Securities, Analysis
Education
Colorado State University 2006 — 2010
B.A., Economics, Business, Statistics
Amy Ahl's Charles Schwab Experience April 2014 - Present
Job Sr. Manager: Organization Account Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab June 2011 - April 2014
Charles Schwab March 2009 - June 2011
Charles Schwab October 2006 - October 2009
Charles Schwab October 2005 - March 2009
Education
Colorado State University 2009 — 2012
Business Management, Human Resources
Green Mountain High School 1993 — 1997
Charles Schwab April 2014 - Present
Charles Schwab June 2011 - April 2014
Charles Schwab March 2009 - June 2011
Charles Schwab October 2006 - October 2009
Charles Schwab October 2005 - March 2009
Education
Colorado State University 2009 — 2012
Business Management, Human Resources
Green Mountain High School 1993 — 1997
Ashley Cabadas Ashley Cabadas's Charles Schwab Experience March 2013 - Present
Job
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab July 2010 - February 2013
Edward Jones June 2009 - December 2009
Education
Metropolitan State University of Denver 2005 — 2009
Bachelor of Science (B.S.), Finance
Colorado State University 2004 — 2005
Charles Schwab March 2013 - Present
Charles Schwab July 2010 - February 2013
Edward Jones June 2009 - December 2009
Education
Metropolitan State University of Denver 2005 — 2009
Bachelor of Science (B.S.), Finance
Colorado State University 2004 — 2005
Alan Tamondong's Charles Schwab Experience January 2000 - August 2005
Job Field Catastrophe Property Adjuster at Travelers Insurance
Industry Insurance
Experience
Travelers Insurance August 2008 - Present
TIAA-CREF August 2005 - July 2008
Charles Schwab January 2000 - August 2005
Skills
Property & Casualty..., Commercial Lines, Claims Management, Casualty, Property Damage, Investments, Investment Strategies, General Insurance, Insurance, Subrogation, Casualty Insurance, Commercial Insurance, Xactimate, Fixed Annuities, Liability, Customer Service, Negotiation
Education
Metropolitan State University of Denver 2001 — 2002
Certification, Data Modeling/Warehousing and Database Administration
Colorado State University 1988 — 1993
Bachelor of Business Administration (BBA), Marketing
Travelers Insurance August 2008 - Present
TIAA-CREF August 2005 - July 2008
Charles Schwab January 2000 - August 2005
Skills
Property & Casualty..., Commercial Lines, Claims Management, Casualty, Property Damage, Investments, Investment Strategies, General Insurance, Insurance, Subrogation, Casualty Insurance, Commercial Insurance, Xactimate, Fixed Annuities, Liability, Customer Service, Negotiation
Education
Metropolitan State University of Denver 2001 — 2002
Certification, Data Modeling/Warehousing and Database Administration
Colorado State University 1988 — 1993
Bachelor of Business Administration (BBA), Marketing
Jessica Gu's Charles Schwab Experience December 2014 - Present
Job Senior Manager Business Analyst
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab August 2012 - November 2014
Daniels Consulting Firm June 2011 - June 2012
Apartment Life, Colorado State University June 2005 - August 2008
Creative Public Relations Company January 2001 - June 2005
Skills
Client Relations Skills, International Relations, Project Management, Product Management, Financial Analysis, Strategic Planning, Market Research, Marketing, Product Marketing, Segmentation, Networking, Public Relations, Entrepreneurship, Social Media Marketing, Business Development, CRM, Research, Management, Analysis, Leadership
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, 06/2012, 3.9/4.0
Colorado State University 2006 — 2008
Master's degree, Communication, Journalism, and Related Programs
Charles Schwab December 2014 - Present
Charles Schwab August 2012 - November 2014
Daniels Consulting Firm June 2011 - June 2012
Apartment Life, Colorado State University June 2005 - August 2008
Creative Public Relations Company January 2001 - June 2005
Skills
Client Relations Skills, International Relations, Project Management, Product Management, Financial Analysis, Strategic Planning, Market Research, Marketing, Product Marketing, Segmentation, Networking, Public Relations, Entrepreneurship, Social Media Marketing, Business Development, CRM, Research, Management, Analysis, Leadership
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, 06/2012, 3.9/4.0
Colorado State University 2006 — 2008
Master's degree, Communication, Journalism, and Related Programs
Jon Trbovich Jon Trbovich's Charles Schwab Experience July 2000 - May 2002
Job Regional VP at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC January 2003 - Present
Schield Management Company May 2002 - February 2004
Charles Schwab July 2000 - May 2002
Merrill Lynch May 1998 - July 2000
Skills
Investments, Mutual Funds, Investment Advisory, Series 63, Series 7, Financial Services, Asset Allocation, Asset Management, Retirement, Retirement Planning, Securities, Series 6, Wealth Management
Education
Colorado State University 1992 — 1997
Math
CLS Investments, LLC January 2003 - Present
Schield Management Company May 2002 - February 2004
Charles Schwab July 2000 - May 2002
Merrill Lynch May 1998 - July 2000
Skills
Investments, Mutual Funds, Investment Advisory, Series 63, Series 7, Financial Services, Asset Allocation, Asset Management, Retirement, Retirement Planning, Securities, Series 6, Wealth Management
Education
Colorado State University 1992 — 1997
Math
Paul Nebel's Charles Schwab Experience July 2007 - July 2009
Job Sales Analyst
Industry Marketing and Advertising
Experience
National CineMedia (NCM) May 2013 - Present
Republic of Korea- English Program in Korea August 2009 - September 2012
Charles Schwab July 2007 - July 2009
Colorado State University Engines and Energy Conversion Laboratory August 2004 - June 2007
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Excel, Sales Analysis, Business Analysis, Inventory Analysis, Business Intelligence, MS Excel Pivot Tables, Revenue Forecasting, Inventory Management, Advertising, Creativity, Leadership, Asset Allocation, Bloomberg Software, PowerPoint, Previously NASD Series..., TEFL Certified, Global Business..., Language Teaching, Cultural Awareness, Critical Thinking, Mutual Funds
Education
Colorado State University 2003 — 2007
Business, Finance, 3.1
National CineMedia (NCM) May 2013 - Present
Republic of Korea- English Program in Korea August 2009 - September 2012
Charles Schwab July 2007 - July 2009
Colorado State University Engines and Energy Conversion Laboratory August 2004 - June 2007
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Excel, Sales Analysis, Business Analysis, Inventory Analysis, Business Intelligence, MS Excel Pivot Tables, Revenue Forecasting, Inventory Management, Advertising, Creativity, Leadership, Asset Allocation, Bloomberg Software, PowerPoint, Previously NASD Series..., TEFL Certified, Global Business..., Language Teaching, Cultural Awareness, Critical Thinking, Mutual Funds
Education
Colorado State University 2003 — 2007
Business, Finance, 3.1
Eric Zaruba Eric Zaruba's Charles Schwab Experience September 2009 - February 2011
Job Fidelity Investments
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
Alan Duff, CPA's Charles Schwab Experience August 2014 - Present
Job Senior Accounting Specialist at Charles Schwab
Industry Accounting
Experience
Charles Schwab August 2014 - Present
Capin Crouse LLP May 2012 - August 2014
Lockheed Martin May 2011 - August 2011
Alpha Gamma Omega January 2011 - May 2011
Norgren, Inc May 2010 - August 2010
Skills
Financial Reporting, Microsoft Excel, Financial Accounting, Microsoft Office, Auditing, Corporate Finance, Leadership, Financial Analysis, US GAAP, Time Management
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Colorado State University 2008 — 2012
Business Administration, Finance and Accounting
Mountain Vista High School 2004 — 2008
Diploma
Charles Schwab August 2014 - Present
Capin Crouse LLP May 2012 - August 2014
Lockheed Martin May 2011 - August 2011
Alpha Gamma Omega January 2011 - May 2011
Norgren, Inc May 2010 - August 2010
Skills
Financial Reporting, Microsoft Excel, Financial Accounting, Microsoft Office, Auditing, Corporate Finance, Leadership, Financial Analysis, US GAAP, Time Management
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Colorado State University 2008 — 2012
Business Administration, Finance and Accounting
Mountain Vista High School 2004 — 2008
Diploma
Adam Naylor Adam Naylor's Charles Schwab Experience August 2011 - Present
Job Registered Represntative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Skills
Sales, Financial Analysis, Business Development
Education
Colorado State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Charles Schwab August 2011 - Present
Skills
Sales, Financial Analysis, Business Development
Education
Colorado State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Bob Ryser's Charles Schwab Experience 2000 - 2001
Job
Industry Capital Markets
Experience
Baxalta May 2015 - Present
Baxter International Inc. October 2013 - May 2015
Baxter International Inc. August 2006 - October 2013
ABN AMRO 2005 - 2006
General Electric 2003 - 2005
Charles Schwab 2000 - 2001
Skills
Financial Modeling, Financial Analysis, Finance, Forecasting, Cash Management, Risk Management, Economics, Data Analysis, Financial Reporting, Microsoft Excel, Corporate Finance, Business Analysis, Project Management, Retail, Banking, Leadership, Business Strategy, Strategic Planning, Budget, Process Improvement, FX Derivatives, Derivatives, Regulatory Requirements, FX Hedging, Budgets, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Loyola University Chicago 2002 — 2003
MBA - Finance, Derivative Markets, Finance, Derivative Markets, Options Markets, Hedging Strategies, Futures Markets, Risk Management
Colorado State University 1996 — 1999
BA - Economics, Economics, Money and Banking, Econometrics, Business Fluctuations
Baxalta May 2015 - Present
Baxter International Inc. October 2013 - May 2015
Baxter International Inc. August 2006 - October 2013
ABN AMRO 2005 - 2006
General Electric 2003 - 2005
Charles Schwab 2000 - 2001
Skills
Financial Modeling, Financial Analysis, Finance, Forecasting, Cash Management, Risk Management, Economics, Data Analysis, Financial Reporting, Microsoft Excel, Corporate Finance, Business Analysis, Project Management, Retail, Banking, Leadership, Business Strategy, Strategic Planning, Budget, Process Improvement, FX Derivatives, Derivatives, Regulatory Requirements, FX Hedging, Budgets, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Loyola University Chicago 2002 — 2003
MBA - Finance, Derivative Markets, Finance, Derivative Markets, Options Markets, Hedging Strategies, Futures Markets, Risk Management
Colorado State University 1996 — 1999
BA - Economics, Economics, Money and Banking, Econometrics, Business Fluctuations
Jarrod Trumpp's Charles Schwab Experience July 2014 - Present
Job Bank Compliance Manager
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab September 2013 - Present
Aurora Bank FSB June 2010 - Present
Aurora Loan Services a Lehman Brothers Company May 2005 - August 2008
Aurora Loan Services 2006 - 2008
UNLV Sports Marketing 2004 - 2005
Colorado State University Sports Marketing Department May 2003 - April 2004
Skills
Contract Negotiation, Integrated Marketing..., Operations Management, Brand Development, Teamwork, Project Managment, Risk Management, Pricing Strategy, Marketing Strategy, Logistics, Product Development, Marketing Research, Database Marketing, Forecasting, Cost Analysis, Traffic Analysis, Reporting & Analysis, Traffic Management, Product Marketing, Excel, Market Analysis, Business Efficiency, Compliance Management, Regulatory Affairs, Regulatory Reporting, Regulatory Liaison, Executive Communications, Executive Reporting, Professional Services..., Social Media Marketing, Segmentation, PowerPoint, Microsoft Office, Advertising Management, Mortgage Servicing, Analysis, Sales, Mortgage Lending, Project Management, Microsoft Excel, Regulations, Marketing, Cost Benefit, Loss Mitigation, Financial Services, Loan Servicing, Mortgage Banking, Loans, Underwriting, Banking
Education
Colorado State University 2001 — 2003
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Highlands Ranch High School 1996 — 1999
Charles Schwab July 2014 - Present
Charles Schwab September 2013 - Present
Aurora Bank FSB June 2010 - Present
Aurora Loan Services a Lehman Brothers Company May 2005 - August 2008
Aurora Loan Services 2006 - 2008
UNLV Sports Marketing 2004 - 2005
Colorado State University Sports Marketing Department May 2003 - April 2004
Skills
Contract Negotiation, Integrated Marketing..., Operations Management, Brand Development, Teamwork, Project Managment, Risk Management, Pricing Strategy, Marketing Strategy, Logistics, Product Development, Marketing Research, Database Marketing, Forecasting, Cost Analysis, Traffic Analysis, Reporting & Analysis, Traffic Management, Product Marketing, Excel, Market Analysis, Business Efficiency, Compliance Management, Regulatory Affairs, Regulatory Reporting, Regulatory Liaison, Executive Communications, Executive Reporting, Professional Services..., Social Media Marketing, Segmentation, PowerPoint, Microsoft Office, Advertising Management, Mortgage Servicing, Analysis, Sales, Mortgage Lending, Project Management, Microsoft Excel, Regulations, Marketing, Cost Benefit, Loss Mitigation, Financial Services, Loan Servicing, Mortgage Banking, Loans, Underwriting, Banking
Education
Colorado State University 2001 — 2003
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Highlands Ranch High School 1996 — 1999
Matthew Cutter's Charles Schwab Experience February 2011 - March 2012
Job Hotquant, EDM Engineer
Industry Financial Services
Experience
HotQuant, Inc. July 2013 - Present
Janus Capital Group March 2012 - July 2013
Charles Schwab February 2011 - March 2012
Cole Capital July 2009 - January 2011
Specialized Loan Servicing January 2007 - July 2009
Nelnet 2003 - 2006
TIAA-CREF 1997 - 2003
Skills
Business Process, Software Project..., Software Implementation, Business Process..., IT Management, Consulting, Governance, User Acceptance Testing, Business Requirements, Process Improvement, Business Analysis, Change Management, Management, Investments, Microsoft SQL Server, SharePoint, Vendor Management, Project Management, Requirements Gathering, SDLC, ETL, T-SQL, Testing, Data Modeling, Financial Services, Database Design, Databases, Agile Project Management, SSIS, Salesforce.com, Software Development, SQL, Systems Analysis, Software Documentation, IT Strategy, Requirements Analysis, Data Management
Education
Colorado State University 1989 — 1993
B.S., Psychology
HotQuant, Inc. July 2013 - Present
Janus Capital Group March 2012 - July 2013
Charles Schwab February 2011 - March 2012
Cole Capital July 2009 - January 2011
Specialized Loan Servicing January 2007 - July 2009
Nelnet 2003 - 2006
TIAA-CREF 1997 - 2003
Skills
Business Process, Software Project..., Software Implementation, Business Process..., IT Management, Consulting, Governance, User Acceptance Testing, Business Requirements, Process Improvement, Business Analysis, Change Management, Management, Investments, Microsoft SQL Server, SharePoint, Vendor Management, Project Management, Requirements Gathering, SDLC, ETL, T-SQL, Testing, Data Modeling, Financial Services, Database Design, Databases, Agile Project Management, SSIS, Salesforce.com, Software Development, SQL, Systems Analysis, Software Documentation, IT Strategy, Requirements Analysis, Data Management
Education
Colorado State University 1989 — 1993
B.S., Psychology
Martha (Aylin) Nonnemacher's Charles Schwab Experience April 2007 - Present
Job Director OD at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2007 - Present
Visa USA November 2000 - March 2007
Education
Colorado State University 1996 — 1998
Masters, Human Resource Development
Gettysburg College 1983 — 1987
Charles Schwab April 2007 - Present
Visa USA November 2000 - March 2007
Education
Colorado State University 1996 — 1998
Masters, Human Resource Development
Gettysburg College 1983 — 1987
Collier Schettig's Charles Schwab Experience 1999 - 2001
Job AVP Relationship Manager at Beach First National Bank
Industry Banking
Experience
Beach First National Bank Business BankerCoastal Federal Bank2004 - 2006
Charles Schwab 1999 - 2001
Education
Colorado State University 1995 — 1999
Beach First National Bank Business BankerCoastal Federal Bank2004 - 2006
Charles Schwab 1999 - 2001
Education
Colorado State University 1995 — 1999
Heidi Harmes-Campbell's Charles Schwab Experience September 2013 - February 2014
Job Director, Quality Assurance, Equifax
Industry Information Technology and Services
Experience
Equifax October 2014 - Present
System Security and Test October 2010 - Present
Equifax via SLI Global Solutions June 2014 - October 2014
Kaiser Permanente March 2014 - May 2014
Charles Schwab September 2013 - February 2014
Charles Schwab (Schwab Performance Technologies) November 2012 - September 2013
Prologis May 2011 - April 2012
Standard and Poor's May 2001 - August 2009
Harland Financial Solutions September 1999 - May 2001
Security Life of Denver November 1998 - September 1999
Skills
CompTIA, Agile Methodologies, Quality Assurance, SDLC, Testing, SQL, Unix, Test Automation, Business Analysis, Scrum, Software Quality..., Project Management
Education
University of Denver 2004 — 2010
MS, Technology Management, Concentration in Information System Security
Colorado State University
BS, Mathematics-Actuarial Science, Minor Statistics;
Equifax October 2014 - Present
System Security and Test October 2010 - Present
Equifax via SLI Global Solutions June 2014 - October 2014
Kaiser Permanente March 2014 - May 2014
Charles Schwab September 2013 - February 2014
Charles Schwab (Schwab Performance Technologies) November 2012 - September 2013
Prologis May 2011 - April 2012
Standard and Poor's May 2001 - August 2009
Harland Financial Solutions September 1999 - May 2001
Security Life of Denver November 1998 - September 1999
Skills
CompTIA, Agile Methodologies, Quality Assurance, SDLC, Testing, SQL, Unix, Test Automation, Business Analysis, Scrum, Software Quality..., Project Management
Education
University of Denver 2004 — 2010
MS, Technology Management, Concentration in Information System Security
Colorado State University
BS, Mathematics-Actuarial Science, Minor Statistics;
Brian Luedtke, CFA's Charles Schwab Experience 1999 - 2003
Job Portfolio Manager Investment Strategy & Implementation
Industry Investment Management
Experience
CenturyLink Investment Management September 2008 - Present
Arizona State Retirement System September 2007 - September 2008
FirstCorp October 2003 - September 2007
Charles Schwab 1999 - 2003
Skills
Capital Markets, Fixed Income, ALM, Investments, Portfolio Management, Asset Allocation, Financial Modeling, Asset Management, Investment Management, Valuation, Securities, Hedge Funds, Equities, Alternative Investments, Mutual Funds, Investment Strategies, Risk Management, Bloomberg, Due Diligence, Finance, Pensions, Derivatives
Education
Colorado State University 1995 — 1999
Bachelor of Science, Finance
CenturyLink Investment Management September 2008 - Present
Arizona State Retirement System September 2007 - September 2008
FirstCorp October 2003 - September 2007
Charles Schwab 1999 - 2003
Skills
Capital Markets, Fixed Income, ALM, Investments, Portfolio Management, Asset Allocation, Financial Modeling, Asset Management, Investment Management, Valuation, Securities, Hedge Funds, Equities, Alternative Investments, Mutual Funds, Investment Strategies, Risk Management, Bloomberg, Due Diligence, Finance, Pensions, Derivatives
Education
Colorado State University 1995 — 1999
Bachelor of Science, Finance
Brad Cravens's Charles Schwab Experience May 2014 - Present
Job Director, Strategic Client Loyalty at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Charles Schwab August 2010 - May 2014
Charles Schwab & Co July 1993 - August 2010
Skills
Business Analysis, Financial Services, Management, Securities, Series 63, Series 7, Strategy, Project Management, Process Improvement
Education
Metropolitan State College of Denver 1991 — 1993
Colorado State University 1988 — 1991
Charles Schwab May 2014 - Present
Charles Schwab August 2010 - May 2014
Charles Schwab & Co July 1993 - August 2010
Skills
Business Analysis, Financial Services, Management, Securities, Series 63, Series 7, Strategy, Project Management, Process Improvement
Education
Metropolitan State College of Denver 1991 — 1993
Colorado State University 1988 — 1991
Brandi Spencer's Charles Schwab Experience June 1999 - August 2000
Job Broker Associate at RE1313, LLC
Industry Real Estate
Experience
RE1313, LLC July 2013 - Present
NavPoint Real Estate Group October 2012 - July 2013
Real Capital Solutions June 2001 - October 2012
Lauth Property Group June 2005 - February 2006
Charles Schwab June 1999 - August 2000
Skills
Due Diligence, Leases, Real Estate, Real Estate Finance, Brokerage, Disposition, Real Estate Economics, Tenant, Real Estate Development, Real Estate Transactions, Tenant Representation, Location Intelligence, Investors, Corporate Real Estate, Landlord, Landlords, Commercial Real Estate, Negotiation, Asset Management, Lease Administration, Lease Negotiations, Property
Education
Colorado State University 1997 — 2001
Bachelor-Business Administration, Entrepreneurship & Real Estate
Chatfield High School 1994 — 1997
RE1313, LLC July 2013 - Present
NavPoint Real Estate Group October 2012 - July 2013
Real Capital Solutions June 2001 - October 2012
Lauth Property Group June 2005 - February 2006
Charles Schwab June 1999 - August 2000
Skills
Due Diligence, Leases, Real Estate, Real Estate Finance, Brokerage, Disposition, Real Estate Economics, Tenant, Real Estate Development, Real Estate Transactions, Tenant Representation, Location Intelligence, Investors, Corporate Real Estate, Landlord, Landlords, Commercial Real Estate, Negotiation, Asset Management, Lease Administration, Lease Negotiations, Property
Education
Colorado State University 1997 — 2001
Bachelor-Business Administration, Entrepreneurship & Real Estate
Chatfield High School 1994 — 1997
Lindsay Krattenmaker's Charles Schwab Experience March 2015 - Present
Job Project Manager
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab May 2013 - March 2015
LNK Inc. DBA Continental Cleaners December 2005 - October 2012
Interactive Brokers April 2005 - December 2005
C-BOT June 2004 - April 2005
Colorado State University May 2003 - May 2004
Xcel Energy May 2002 - August 2002
Skills
Customer Service, Microsoft Excel, Budgets, Event Planning, Finance, Financial Analysis, Investments, Leadership, Marketing, Microsoft Office, Public Speaking, Strategic Planning
Education
Colorado State University 2000 — 2004
Bachelor of Science, Business AdministrationFinance and Real Estate
Charles Schwab March 2015 - Present
Charles Schwab May 2013 - March 2015
LNK Inc. DBA Continental Cleaners December 2005 - October 2012
Interactive Brokers April 2005 - December 2005
C-BOT June 2004 - April 2005
Colorado State University May 2003 - May 2004
Xcel Energy May 2002 - August 2002
Skills
Customer Service, Microsoft Excel, Budgets, Event Planning, Finance, Financial Analysis, Investments, Leadership, Marketing, Microsoft Office, Public Speaking, Strategic Planning
Education
Colorado State University 2000 — 2004
Bachelor of Science, Business AdministrationFinance and Real Estate
Janet Lucas's Charles Schwab Experience 2000 - 2005
Job Vice President Operations, Manager, Institutional Client Services at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management October 2005 - Present
Envestnet Asset Management October 2005 - December 2010
Charles Schwab 2000 - 2005
Charles Schwab March 2000 - September 2002
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Financial Services, Series 63, Relationship Management, Capital Markets, Banking, Derivatives, Equities, Financial Advisory, Retirement Planning, Insurance, Fixed Income, Investment Advisory, Finance, FINRA, Investment Strategies, Asset Management, Investment Banking, 401k, Investments, Bloomberg, Investment Management, Financial Planning
Education
Colorado State University 1986 — 1991
BA, Communications
Colorado State University
Envestnet Asset Management October 2005 - Present
Envestnet Asset Management October 2005 - December 2010
Charles Schwab 2000 - 2005
Charles Schwab March 2000 - September 2002
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Financial Services, Series 63, Relationship Management, Capital Markets, Banking, Derivatives, Equities, Financial Advisory, Retirement Planning, Insurance, Fixed Income, Investment Advisory, Finance, FINRA, Investment Strategies, Asset Management, Investment Banking, 401k, Investments, Bloomberg, Investment Management, Financial Planning
Education
Colorado State University 1986 — 1991
BA, Communications
Colorado State University
Cathy Urbach's Charles Schwab Experience 1999 - 1999
Job Branch Examiner / Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial Services June 2008 - Present
Independent Financial Marketing Group 2002 - 2008
Reged.com 2001 - 2002
US Bancorp Investments Inc. 1998 - 2001
Charles Schwab 1999 - 1999
Skills
Insurance, Training, Financial Services, Series 7, Vendor Management, Investments, Risk Management, Public Speaking, Banking, Organizational..., Financial Advisory, Leadership, Securities, Executive Management, Mutual Funds
Education
Colorado State University 1979 — 1983
BS Business Administration, Marketing, Psychology
LPL Financial Services June 2008 - Present
Independent Financial Marketing Group 2002 - 2008
Reged.com 2001 - 2002
US Bancorp Investments Inc. 1998 - 2001
Charles Schwab 1999 - 1999
Skills
Insurance, Training, Financial Services, Series 7, Vendor Management, Investments, Risk Management, Public Speaking, Banking, Organizational..., Financial Advisory, Leadership, Securities, Executive Management, Mutual Funds
Education
Colorado State University 1979 — 1983
BS Business Administration, Marketing, Psychology
Jason S. Clark's Charles Schwab Experience October 1999 - April 2004
Job Sales Manager at Brannan Sand and Gravel
Industry Construction
Experience
Brannan Sand and Gravel September 2008 - Present
DHL April 2004 - August 2008
Charles Schwab October 1999 - April 2004
Skills
B2B, Sales, Business Development, Contract Negotiation, Negotiation, Cold Calling, Sales Process, Account Management, Strategic Planning, Direct Sales, Budgets, Salesforce.com, Sales Operations, Project Management, Customer Service, Selling
Education
Colorado State University 1994 — 1999
Brannan Sand and Gravel September 2008 - Present
DHL April 2004 - August 2008
Charles Schwab October 1999 - April 2004
Skills
B2B, Sales, Business Development, Contract Negotiation, Negotiation, Cold Calling, Sales Process, Account Management, Strategic Planning, Direct Sales, Budgets, Salesforce.com, Sales Operations, Project Management, Customer Service, Selling
Education
Colorado State University 1994 — 1999
Dylan Cope's Charles Schwab Experience May 2007 - December 2010
Job Area Manager, Tulco Oils
Industry Oil & Energy
Experience
Tulco Oils Inc November 2012 - Present
Merrill Lynch January 2011 - October 2012
Charles Schwab May 2007 - December 2010
Colorado Woodworks May 2001 - May 2007
Skills
Equities, Finance, Sales, Series 7, Capital Markets, Valuation, Risk Management, Securities, Investments, Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Equity Research, Mutual Funds, Alternative Investments
Education
Colorado State University 2000 — 2005
BS, Finance
Tulco Oils Inc November 2012 - Present
Merrill Lynch January 2011 - October 2012
Charles Schwab May 2007 - December 2010
Colorado Woodworks May 2001 - May 2007
Skills
Equities, Finance, Sales, Series 7, Capital Markets, Valuation, Risk Management, Securities, Investments, Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Equity Research, Mutual Funds, Alternative Investments
Education
Colorado State University 2000 — 2005
BS, Finance
Brandon Berguin's Charles Schwab Experience August 2010 - November 2013
Job Financial Representative, Business Professional
Industry Financial Services
Experience
Fidelity Investments December 2013 - September 2014
Charles Schwab August 2010 - November 2013
First Western Trust Bank February 2008 - August 2008
Skills
Strategic Financial..., Series 7, Trading, Asset Allocation, Variance Analysis, Financial Analysis, Financial Modeling, Finance, Business Analysis, Mutual Funds, Series 63, Process Improvement, Bloomberg Certificates..., Team Leadership
Education
Regis University 2015 — 2017
Master of Business Administration (MBA)
Colorado State University 2006 — 2008
Bachelors, Finance, Economics
Fidelity Investments December 2013 - September 2014
Charles Schwab August 2010 - November 2013
First Western Trust Bank February 2008 - August 2008
Skills
Strategic Financial..., Series 7, Trading, Asset Allocation, Variance Analysis, Financial Analysis, Financial Modeling, Finance, Business Analysis, Mutual Funds, Series 63, Process Improvement, Bloomberg Certificates..., Team Leadership
Education
Regis University 2015 — 2017
Master of Business Administration (MBA)
Colorado State University 2006 — 2008
Bachelors, Finance, Economics
Amy Obert, CFP®'s Charles Schwab Experience December 2012 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab December 2012 - Present
Charles Schwab September 2004 - December 2012
Education
Colorado State University 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab December 2012 - Present
Charles Schwab September 2004 - December 2012
Education
Colorado State University 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Jamie Wecker's Charles Schwab Experience April 2014 - Present
Job Senior Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab April 2014 - Present
First Data Corporation October 2007 - March 2014
First Data Corporation January 2004 - September 2007
First Data Corporation May 2003 - December 2003
Deloitte January 2000 - May 2003
Education
Colorado State University
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Charles Schwab April 2014 - Present
First Data Corporation October 2007 - March 2014
First Data Corporation January 2004 - September 2007
First Data Corporation May 2003 - December 2003
Deloitte January 2000 - May 2003
Education
Colorado State University
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Ashley Dailey's Charles Schwab Experience March 2013 - Present
Job Manager Bank Access and Entitlements at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Western Union April 2009 - March 2013
Western Union January 2007 - April 2009
Skills
AML, Financial Analysis, Financial Modeling, Analysis, Management, Risk Management, Product Management, Payments, Financial Services, Data Analysis, Process Improvement, Leadership, CRM, Business Development, Business Planning, Competitive Analysis, Access, Financial Risk, Project Management
Education
Colorado State University
Bachelor of Science (BS), Business Administration / Marketing
Charles Schwab March 2013 - Present
Western Union April 2009 - March 2013
Western Union January 2007 - April 2009
Skills
AML, Financial Analysis, Financial Modeling, Analysis, Management, Risk Management, Product Management, Payments, Financial Services, Data Analysis, Process Improvement, Leadership, CRM, Business Development, Business Planning, Competitive Analysis, Access, Financial Risk, Project Management
Education
Colorado State University
Bachelor of Science (BS), Business Administration / Marketing
Jessica Perlov's Charles Schwab Experience May 2015 - Present
Job Sr. Specialist, Contracts, Procurement & Purchasing
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
M.A. Mortenson Construction July 2012 - May 2015
M.A. Mortenson Construction February 2008 - July 2012
Reed Construction Data June 2003 - September 2007
Skills
Microsoft Excel, Procurement, Microsoft Office, Customer Service, Microsoft Word, Event Planning, Account Management, Sales, Management, Pre-construction, Contract Management, Value Engineering, Contractors, Construction Management, Construction, Contract Negotiation
Education
Colorado State University 1999 — 2002
Journalism, Television News
Northern Arizona University 1997 — 1998
Advertising
Charles Schwab May 2015 - Present
M.A. Mortenson Construction July 2012 - May 2015
M.A. Mortenson Construction February 2008 - July 2012
Reed Construction Data June 2003 - September 2007
Skills
Microsoft Excel, Procurement, Microsoft Office, Customer Service, Microsoft Word, Event Planning, Account Management, Sales, Management, Pre-construction, Contract Management, Value Engineering, Contractors, Construction Management, Construction, Contract Negotiation
Education
Colorado State University 1999 — 2002
Journalism, Television News
Northern Arizona University 1997 — 1998
Advertising
Chad Newton's Charles Schwab Experience March 2006 - May 2009
Job Contracts Administrator at Northrop Grumman Corporation
Industry Financial Services
Experience
Northrop Grumman Corporation May 2009 - Present
Charles Schwab March 2006 - May 2009
Skills
Series 7, Options, ETFs, Options Strategies, Equities, Market Making, Trading, Mutual Funds, Equity Trading, Securities, Electronic Trading, Fixed Income, Retirement Planning, Asset Allocation, Investment Strategies, Derivatives, Volatility, Bloomberg, Series 66
Education
Colorado State University 1999 — 2004
Bachelor's degree, Economics
Northrop Grumman Corporation May 2009 - Present
Charles Schwab March 2006 - May 2009
Skills
Series 7, Options, ETFs, Options Strategies, Equities, Market Making, Trading, Mutual Funds, Equity Trading, Securities, Electronic Trading, Fixed Income, Retirement Planning, Asset Allocation, Investment Strategies, Derivatives, Volatility, Bloomberg, Series 66
Education
Colorado State University 1999 — 2004
Bachelor's degree, Economics
Luke Daniel CFP, CLU's Charles Schwab Experience September 2000 - October 2007
Job Principal and Senior Advisor at Sargent Bickham Lagudis
Industry Financial Services
Experience
Sargent Bickham Lagudis October 2007 - Present
Charles Schwab September 2000 - October 2007
Skills
Investment Strategies, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Financial Planning, Bonds, Finance
Education
Colorado State University 1996 — 2000
B.S. Business Administration, Finance and Real Estate
American College 2007 — 2008
Certification, Chartered Life Underwriter
Metropolitan State University of Denver 2001 — 2003
Certification, Certified Financial Planner
Sargent Bickham Lagudis October 2007 - Present
Charles Schwab September 2000 - October 2007
Skills
Investment Strategies, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Financial Planning, Bonds, Finance
Education
Colorado State University 1996 — 2000
B.S. Business Administration, Finance and Real Estate
American College 2007 — 2008
Certification, Chartered Life Underwriter
Metropolitan State University of Denver 2001 — 2003
Certification, Certified Financial Planner
Bryan Murray's Charles Schwab Experience June 2014 - Present
Job Sr. Manager, Statistical Analyst at Charles Schwab
Industry Telecommunications
Experience
Charles Schwab June 2014 - Present
Cricket Communications January 2012 - June 2014
Datalogix, Inc. April 2010 - December 2011
McKesson November 2006 - April 2010
Godbe Research November 2004 - November 2006
Skills
Hyperion BI+, SAS, SQL, Excel, Access, SPSS, VBA, PowerPoint, Data Analysis, Forecasting, Statistical Modeling, Regression, Cluster Analysis, Logistic Regression, Factor Analysis, Survey Methodology, Analytics, Microsoft Excel
Education
University of California, Davis 2000 — 2004
MA, Economics
Colorado State University 1996 — 2000
BA, Economics
Charles Schwab June 2014 - Present
Cricket Communications January 2012 - June 2014
Datalogix, Inc. April 2010 - December 2011
McKesson November 2006 - April 2010
Godbe Research November 2004 - November 2006
Skills
Hyperion BI+, SAS, SQL, Excel, Access, SPSS, VBA, PowerPoint, Data Analysis, Forecasting, Statistical Modeling, Regression, Cluster Analysis, Logistic Regression, Factor Analysis, Survey Methodology, Analytics, Microsoft Excel
Education
University of California, Davis 2000 — 2004
MA, Economics
Colorado State University 1996 — 2000
BA, Economics
Marjorie Heidinger's Charles Schwab Experience July 2011 - Present
Job Manager Content Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
TIAA-CREF January 2010 - July 2011
TIAA-CREF November 2006 - August 2008
TIAA-CREF July 2004 - November 2006
TIAA-CREF March 1998 - July 2004
TIAA-CREF March 1996 - March 1998
INVESCO December 1991 - March 1996
Skills
Cross-functional Team..., Process Improvement, Leadership, Change Management, Project Management, Strategic Planning, Business Strategy, Marketing, Team Building, Training, Financial Services, Mutual Funds, Sales, Business Analysis, Investments
Education
Colorado State University 1985 — 1989
BS, Finance
Charles Schwab July 2011 - Present
TIAA-CREF January 2010 - July 2011
TIAA-CREF November 2006 - August 2008
TIAA-CREF July 2004 - November 2006
TIAA-CREF March 1998 - July 2004
TIAA-CREF March 1996 - March 1998
INVESCO December 1991 - March 1996
Skills
Cross-functional Team..., Process Improvement, Leadership, Change Management, Project Management, Strategic Planning, Business Strategy, Marketing, Team Building, Training, Financial Services, Mutual Funds, Sales, Business Analysis, Investments
Education
Colorado State University 1985 — 1989
BS, Finance
Dan Forrester's Charles Schwab Experience November 1993 - March 2002
Job Financial Services Professional
Industry Financial Services
Experience
Currently looking for a new and exciting career May 2009 - Present
Charles Schwab November 1993 - March 2002
Skills
Mutual Funds, Investments, Equities, Securities, Wealth Management, Portfolio Management, Financial Planning, Risk Management, Finance, Trading, Asset Allocation, Option trading and...
Education
Colorado Stat University 2013 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.67
Colorado State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Currently looking for a new and exciting career May 2009 - Present
Charles Schwab November 1993 - March 2002
Skills
Mutual Funds, Investments, Equities, Securities, Wealth Management, Portfolio Management, Financial Planning, Risk Management, Finance, Trading, Asset Allocation, Option trading and...
Education
Colorado Stat University 2013 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.67
Colorado State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jim Hottinger's Charles Schwab Experience March 2008 - February 2009
Job Work Force Development Administrator at Ames Construction Ames Granite Joint Venture US 36 Project
Industry Information Technology and Services
Experience
Ames Construction February 2013 - Present
Event Services - Colorado Rockies March 2012 - August 2013
Colorado Safety Association October 2012 - December 2012
IBM (CDI Contractor) May 2010 - April 2012
Charles Schwab March 2008 - February 2009
Verizon Business October 2007 - March 2008
IBM Global Services November 1996 - October 2007
Nypro June 1993 - July 1996
Qualex June 1982 - January 1993
Skills
Software Project..., Outsourcing, Process Improvement, Project Planning, MS Project, Budgeting, Operational Risk..., Budgets, Project Management, Management, Security, Business Process, Analysis, Leadership, Customer Service, Customer Satisfaction, PMP, ITIL, Business Analysis, Program Management, Vendor Management, Cross-functional Team..., IT Strategy, Software Documentation, SDLC, Project Portfolio..., Team Leadership, PMO, Requirements Analysis, Quality Assurance, IT Management, Business Process..., Change Management, IT Service Management, Integration, CRM, Resource Management, Service Delivery, Project Delivery, Business Intelligence, Visio, Disaster Recovery
Education
Colorado State University 1977 — 1981
BS, Business - Production & Operations Management
Ames Construction February 2013 - Present
Event Services - Colorado Rockies March 2012 - August 2013
Colorado Safety Association October 2012 - December 2012
IBM (CDI Contractor) May 2010 - April 2012
Charles Schwab March 2008 - February 2009
Verizon Business October 2007 - March 2008
IBM Global Services November 1996 - October 2007
Nypro June 1993 - July 1996
Qualex June 1982 - January 1993
Skills
Software Project..., Outsourcing, Process Improvement, Project Planning, MS Project, Budgeting, Operational Risk..., Budgets, Project Management, Management, Security, Business Process, Analysis, Leadership, Customer Service, Customer Satisfaction, PMP, ITIL, Business Analysis, Program Management, Vendor Management, Cross-functional Team..., IT Strategy, Software Documentation, SDLC, Project Portfolio..., Team Leadership, PMO, Requirements Analysis, Quality Assurance, IT Management, Business Process..., Change Management, IT Service Management, Integration, CRM, Resource Management, Service Delivery, Project Delivery, Business Intelligence, Visio, Disaster Recovery
Education
Colorado State University 1977 — 1981
BS, Business - Production & Operations Management
Martha Nonnemacher, MA HRD/OD, CPLP's Charles Schwab Experience 2007 - 2009
Job TeleTech. Director, Corporate Leadership Development,
Industry Human Resources
Experience
TeleTech February 2013 - Present
Alta College 2009 - 2010
Charles Schwab 2007 - 2009
Visa 2000 - 2007
MetLife 1988 - 2000
Skills
Career Development, Performance Management, Succession Planning, Organizational..., Onboarding, Organizational..., Employee Relations, Talent Acquisition, Coaching, Executive Coaching, Management Development, Employee Engagement, Talent Management, Leadership Development, Career Counseling, Training, Recruiting
Education
Colorado State University 1996 — 1998
Masters, Organizational Development
Gettysburg College
Bachelor's degree, Psychology
TeleTech February 2013 - Present
Alta College 2009 - 2010
Charles Schwab 2007 - 2009
Visa 2000 - 2007
MetLife 1988 - 2000
Skills
Career Development, Performance Management, Succession Planning, Organizational..., Onboarding, Organizational..., Employee Relations, Talent Acquisition, Coaching, Executive Coaching, Management Development, Employee Engagement, Talent Management, Leadership Development, Career Counseling, Training, Recruiting
Education
Colorado State University 1996 — 1998
Masters, Organizational Development
Gettysburg College
Bachelor's degree, Psychology
Keith Clasen's Charles Schwab Experience December 1999 - July 2013
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Prudential Financial February 2014 - November 2014
Charles Schwab December 1999 - July 2013
Skills
Finance, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Services, Portfolio Management, Securities, Financial Advisory
Education
University of Denver 2007 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Colorado State University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
TIAA-CREF November 2014 - Present
Prudential Financial February 2014 - November 2014
Charles Schwab December 1999 - July 2013
Skills
Finance, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Strategic Financial..., Investment Advisory, Asset Allocation, Financial Services, Portfolio Management, Securities, Financial Advisory
Education
University of Denver 2007 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Colorado State University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Edward Schaefer's Charles Schwab Experience January 2015 - Present
Job Business Systems Analyst Corporate Oversight Technology at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab August 2011 - January 2015
Charles Schwab June 2008 - August 2011
Blockbuster June 2007 - March 2008
Skills
Series 63, Finance, Financial Analysis, FINRA, Series 7, Cyber-security, Information Assurance, Honeypots, Social Engineering
Education
Regis University 2011 — 2015
Master's Degree, Information Assurance
Colorado State University 2004 — 2008
Economics, Business
William J Palmer High School 2000 — 2004
Charles Schwab January 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab August 2011 - January 2015
Charles Schwab June 2008 - August 2011
Blockbuster June 2007 - March 2008
Skills
Series 63, Finance, Financial Analysis, FINRA, Series 7, Cyber-security, Information Assurance, Honeypots, Social Engineering
Education
Regis University 2011 — 2015
Master's Degree, Information Assurance
Colorado State University 2004 — 2008
Economics, Business
William J Palmer High School 2000 — 2004
Arista Petillo's Charles Schwab Experience October 2010 - Present
Job Senior Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2010 - Present
Skills
Series 7, Series 63, Mutual Funds
Education
University of Colorado-Denver 2014 — 2017
Master of Business Administration (M.B.A.)
Colorado State University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.4
Colorado State University 2005 — 2009
Bachelor of Science (BS), Finance, General, 3.4
Charles Schwab October 2010 - Present
Skills
Series 7, Series 63, Mutual Funds
Education
University of Colorado-Denver 2014 — 2017
Master of Business Administration (M.B.A.)
Colorado State University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.4
Colorado State University 2005 — 2009
Bachelor of Science (BS), Finance, General, 3.4
Adam Conticelli's Charles Schwab Experience April 2010 - Present
Job Sr Fixed Income Systems Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
Charles Schwab August 2008 - April 2010
Charles Schwab June 2006 - September 2008
Skills
Series 7, Series 63, Process Improvement, Fixed Income, Asset Management, Asset Managment, Credit, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Mutual Funds, Risk Management, Strategic Financial..., Bloomberg, Customer Service, Requirements Gathering, Analysis
Education
Colorado State University 2001 — 2005
Finance, Finance, General
Charles Schwab April 2010 - Present
Charles Schwab August 2008 - April 2010
Charles Schwab June 2006 - September 2008
Skills
Series 7, Series 63, Process Improvement, Fixed Income, Asset Management, Asset Managment, Credit, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Mutual Funds, Risk Management, Strategic Financial..., Bloomberg, Customer Service, Requirements Gathering, Analysis
Education
Colorado State University 2001 — 2005
Finance, Finance, General
Laura Barron's Charles Schwab Experience March 2014 - Present
Job StaffBusiness Systems Analyst/Data Modeler at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab September 2012 - March 2014
Charles Schwab May 2012 - September 2012
Colorado State University August 2009 - May 2012
Education & Life Training Center June 2010 - August 2011
Skills
Teradata Data Warehouse, SQL, Hive, Data Modeling, Erwin, Informatica, ETL, Unix, Databases, Writing, Microsoft SQL Server, Visual Studio, Java, Visual Basic, CSS, HTML, PHP, Visio, Microsoft Office, Graphic Design, Photoshop, Illustrator, InDesign, Dreamweaver, Database Design
Education
Colorado State University 2012 — 2014
Graduate Certificate in Business Intelligence, Computer Information Systems
Colorado State University 2011 — 2014
Master's Degree, Computer Information Systems
Colorado State University 2006 — 2009
B.A., English
Charles Schwab March 2014 - Present
Charles Schwab September 2012 - March 2014
Charles Schwab May 2012 - September 2012
Colorado State University August 2009 - May 2012
Education & Life Training Center June 2010 - August 2011
Skills
Teradata Data Warehouse, SQL, Hive, Data Modeling, Erwin, Informatica, ETL, Unix, Databases, Writing, Microsoft SQL Server, Visual Studio, Java, Visual Basic, CSS, HTML, PHP, Visio, Microsoft Office, Graphic Design, Photoshop, Illustrator, InDesign, Dreamweaver, Database Design
Education
Colorado State University 2012 — 2014
Graduate Certificate in Business Intelligence, Computer Information Systems
Colorado State University 2011 — 2014
Master's Degree, Computer Information Systems
Colorado State University 2006 — 2009
B.A., English
Cole Manke's Charles Schwab Experience April 2015 - Present
Job Specialist, AML Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab June 2014 - April 2015
Charles Schwab November 2011 - June 2014
Alpine Scuba May 2008 - June 2011
Jost Van Dyke Scuba, British Virgin Islands June 2010 - August 2010
Education
Colorado State University 2006 — 2010
Bachelor of Science, Natural Resource Tourism
Charles Schwab April 2015 - Present
Charles Schwab June 2014 - April 2015
Charles Schwab November 2011 - June 2014
Alpine Scuba May 2008 - June 2011
Jost Van Dyke Scuba, British Virgin Islands June 2010 - August 2010
Education
Colorado State University 2006 — 2010
Bachelor of Science, Natural Resource Tourism
Barry Humes's Charles Schwab Experience January 1995 - Present
Job Stock broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1995 - Present
Youth Emergency Services July 1984 - October 1992
Skills
Mutual Funds, Asset Management, Financial Services, Investments, Series 63, Customer Service, Equities, Securities, Financial Analysis, Risk Management, Management, Series 7
Education
University of Colorado at Denver 2007 — 2009
Master in Public Administration, Public Administration in non-profits
Colorado State University 1978 — 1980
Bachelor in Social Work, Social Work
University of Miami 1974 — 1976
Charles Schwab January 1995 - Present
Youth Emergency Services July 1984 - October 1992
Skills
Mutual Funds, Asset Management, Financial Services, Investments, Series 63, Customer Service, Equities, Securities, Financial Analysis, Risk Management, Management, Series 7
Education
University of Colorado at Denver 2007 — 2009
Master in Public Administration, Public Administration in non-profits
Colorado State University 1978 — 1980
Bachelor in Social Work, Social Work
University of Miami 1974 — 1976
Becky Cromley's Charles Schwab Experience May 2014 - Present
Job Manager Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Nelnet May 2013 - May 2014
Jackson National Life Distributors March 2011 - May 2013
National Planning Holding June 2006 - March 2011
Education
Colorado State University 1992 — 1995
BS, Human Development and Family Studies
Kaplan College
Paralegal Certificate, General
Charles Schwab May 2014 - Present
Nelnet May 2013 - May 2014
Jackson National Life Distributors March 2011 - May 2013
National Planning Holding June 2006 - March 2011
Education
Colorado State University 1992 — 1995
BS, Human Development and Family Studies
Kaplan College
Paralegal Certificate, General
Chris Orwig's Charles Schwab Experience March 2000 - June 2002
Job Post Acute AE at KCI Medical
Industry Medical Devices
Experience
KCI Medical April 2010 - Present
Dentsply Tulsa Dental Specialties August 2002 - April 2010
Charles Schwab March 2000 - June 2002
Skills
Capital Equipment, Medical Devices, Disposables, Operating Room, Surgeons, Orthopedic, Cardiology, Vascular, Wound Care, Pharmaceutical Sales, Surgical Instruments, Market Development, Sales Effectiveness
Education
University of Arizona 2011 — 2012
Master of Business Administration (MBA), Accounting and Business/Management
Colorado State University 1996 — 1999
Bachelor of Arts (BA), Political Science, 3.73
KCI Medical April 2010 - Present
Dentsply Tulsa Dental Specialties August 2002 - April 2010
Charles Schwab March 2000 - June 2002
Skills
Capital Equipment, Medical Devices, Disposables, Operating Room, Surgeons, Orthopedic, Cardiology, Vascular, Wound Care, Pharmaceutical Sales, Surgical Instruments, Market Development, Sales Effectiveness
Education
University of Arizona 2011 — 2012
Master of Business Administration (MBA), Accounting and Business/Management
Colorado State University 1996 — 1999
Bachelor of Arts (BA), Political Science, 3.73
Connor Boots's Charles Schwab Experience June 2013 - February 2014
Job Technical Recruiter at Aerotek
Industry Financial Services
Experience
Aerotek March 2014 - Present
Charles Schwab June 2013 - February 2014
CBRE May 2012 - August 2012
Boots Construction May 2007 - August 2011
Skills
Bloomberg Software, Lease Administration, Commercial Real Estate, SAP, Microsoft Excel, Microsoft Word, Vendor Contracts, Real Estate, Corporate Finance, Managerial Finance, Sales, Customer Service, Microsoft Office, Analysis, Integration, Contract Negotiation, Leadership, Teamwork
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance
Aerotek March 2014 - Present
Charles Schwab June 2013 - February 2014
CBRE May 2012 - August 2012
Boots Construction May 2007 - August 2011
Skills
Bloomberg Software, Lease Administration, Commercial Real Estate, SAP, Microsoft Excel, Microsoft Word, Vendor Contracts, Real Estate, Corporate Finance, Managerial Finance, Sales, Customer Service, Microsoft Office, Analysis, Integration, Contract Negotiation, Leadership, Teamwork
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance
Jacob Gibbons's Charles Schwab Experience 2010 - 2011
Job Trading Specialist
Industry Financial Services
Experience
Lockton Companies 2011 - 2012
Charles Schwab 2010 - 2011
Charles Schwab 2008 - 2010
Education
Colorado State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Corporate Finance, Enterprise Valuation
Lockton Companies 2011 - 2012
Charles Schwab 2010 - 2011
Charles Schwab 2008 - 2010
Education
Colorado State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Corporate Finance, Enterprise Valuation
Kirk Cochran's Charles Schwab Experience 1999 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1999 - 2012
Merrill Lynch April 1997 - March 1999
Skills
FINRA Series 7,63,66, Colorado Insurance...
Education
Colorado State University 1991 — 1995
Finance, General
Charles Schwab 1999 - 2012
Merrill Lynch April 1997 - March 1999
Skills
FINRA Series 7,63,66, Colorado Insurance...
Education
Colorado State University 1991 — 1995
Finance, General
Jordan Henderson's Charles Schwab Experience March 2015 - Present
Job Charles Schwab
Industry Computer Software
Experience
Charles Schwab March 2015 - Present
Pearson eCollege July 2014 - March 2015
Encompass Technologies May 2013 - August 2013
Sports Authority June 2011 - May 2013
Skills
SQL, Microsoft SQL Server, Java, Visual Studio, Oracle, Customer Support, Microsoft Office, Applications Software..., MySQL, HTML, CSS, Shell Scripting, JavaScript, C#
Education
Colorado State University 2010 — 2014
Bachelor's Degree, Business Computer Information Syatems, 3.03
Charles Schwab March 2015 - Present
Pearson eCollege July 2014 - March 2015
Encompass Technologies May 2013 - August 2013
Sports Authority June 2011 - May 2013
Skills
SQL, Microsoft SQL Server, Java, Visual Studio, Oracle, Customer Support, Microsoft Office, Applications Software..., MySQL, HTML, CSS, Shell Scripting, JavaScript, C#
Education
Colorado State University 2010 — 2014
Bachelor's Degree, Business Computer Information Syatems, 3.03
Brian Garrick's Charles Schwab Experience 2012 - Present
Job Vice President / Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2012 - Present
Charles Schwab 2009 - 2012
Charles Schwab 2005 - 2009
Charles Schwab 2001 - 2005
Skills
Consultative Sales..., Strategic Financial..., Relationship Management, Financial Advice, Asset Management, Financial Analysis, Leadership
Education
Colorado State University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Charles Schwab 2012 - Present
Charles Schwab 2009 - 2012
Charles Schwab 2005 - 2009
Charles Schwab 2001 - 2005
Skills
Consultative Sales..., Strategic Financial..., Relationship Management, Financial Advice, Asset Management, Financial Analysis, Leadership
Education
Colorado State University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank