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
Sarah Schaller Sarah Schaller's Charles Schwab Experience January 2010 - March 2013
Job Financial Service Representative
Industry Financial Services
Experience
Credit Union of the Rockies September 2012 - Present
Charles Schwab January 2010 - March 2013
CoBank May 2010 - August 2010
Colorado State University August 2009 - December 2009
CoBank May 2009 - August 2009
Skills
Access, Project Management, Financial Analysis, Leadership, Public Speaking, Microsoft Excel, Business Strategy, Analysis, Risk Management, Customer Service, Credit, Microsoft Office, Training, Investments, Finance, Management
Education
Colorado State University 2006 — 2010
Bachelor of Science in Business Administration, Business
Credit Union of the Rockies September 2012 - Present
Charles Schwab January 2010 - March 2013
CoBank May 2010 - August 2010
Colorado State University August 2009 - December 2009
CoBank May 2009 - August 2009
Skills
Access, Project Management, Financial Analysis, Leadership, Public Speaking, Microsoft Excel, Business Strategy, Analysis, Risk Management, Customer Service, Credit, Microsoft Office, Training, Investments, Finance, Management
Education
Colorado State University 2006 — 2010
Bachelor of Science in Business Administration, Business
Sean Ross's Charles Schwab Experience March 2015 - Present
Job Associate Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Northwestern Mutual May 2014 - November 2014
Colorado State University July 2011 - July 2014
Fort Collins Vipers Youth Lacrosse September 2013 - November 2013
United Window Cleaning May 2013 - August 2013
Tree Beavers May 2010 - August 2011
Skills
Leadership, Personal Finance, Communication, Life Insurance, Economics, Athletics, Microsoft Technologies
Education
Colorado State University 2010 — 2014
Bachelor of Science (B.S.), Economics
Charles Schwab March 2015 - Present
Northwestern Mutual May 2014 - November 2014
Colorado State University July 2011 - July 2014
Fort Collins Vipers Youth Lacrosse September 2013 - November 2013
United Window Cleaning May 2013 - August 2013
Tree Beavers May 2010 - August 2011
Skills
Leadership, Personal Finance, Communication, Life Insurance, Economics, Athletics, Microsoft Technologies
Education
Colorado State University 2010 — 2014
Bachelor of Science (B.S.), Economics
Beth Gliksman Beth Gliksman's Charles Schwab Experience August 2000 - December 2004
Job Project Manager, Staples Print Solutions
Industry Business Supplies and Equipment
Experience
Staples Advantage August 2015 - Present
Staples August 2011 - Present
Trademark Classics June 2010 - Present
Staples August 2011 - December 2013
Trademark Press February 2003 - May 2010
Charles Schwab August 2000 - December 2004
United States Army Reserve February 1989 - February 1997
Skills
Salesforce.com, Account Management, Solution Selling, Sales Management, Sales, Sales Operations, New Business Development, Key Account Management, Offset Printing, Digital Printing, Promotional Solutions, Adobe Creative Suite, Team Building, Coaching, Customer Service, Sales Process
Education
Community College of Beaver County
Associate's Degree, Professional Piloting
Staples Advantage August 2015 - Present
Staples August 2011 - Present
Trademark Classics June 2010 - Present
Staples August 2011 - December 2013
Trademark Press February 2003 - May 2010
Charles Schwab August 2000 - December 2004
United States Army Reserve February 1989 - February 1997
Skills
Salesforce.com, Account Management, Solution Selling, Sales Management, Sales, Sales Operations, New Business Development, Key Account Management, Offset Printing, Digital Printing, Promotional Solutions, Adobe Creative Suite, Team Building, Coaching, Customer Service, Sales Process
Education
Community College of Beaver County
Associate's Degree, Professional Piloting
Toi Smith's Charles Schwab Experience February 2010 - April 2011
Job Independent Distributor at It Works Global
Industry Hospitality
Experience
It Works Global January 2015 - Present
Civeo June 2014 - April 2015
PTI May 2011 - June 2014
Charles Schwab February 2010 - April 2011
Whole Foods Market June 2009 - February 2010
Whole Foods Market November 2007 - June 2009
University Physicians, Inc. February 2006 - November 2007
CU Service Centers February 2002 - July 2006
Education
Colorado State University_Global Campus 2013 — 2014
Bachelor of Applied Science (BASc), Organizational Leadership - Human Resources and Organizational Development Specialization
Metropolitan State College of Denver 2004 — 2006
It Works Global January 2015 - Present
Civeo June 2014 - April 2015
PTI May 2011 - June 2014
Charles Schwab February 2010 - April 2011
Whole Foods Market June 2009 - February 2010
Whole Foods Market November 2007 - June 2009
University Physicians, Inc. February 2006 - November 2007
CU Service Centers February 2002 - July 2006
Education
Colorado State University_Global Campus 2013 — 2014
Bachelor of Applied Science (BASc), Organizational Leadership - Human Resources and Organizational Development Specialization
Metropolitan State College of Denver 2004 — 2006
Nicholas Hately Nicholas Hately's Charles Schwab Experience May 2014 - Present
Job Correspondence Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Charles Schwab July 2013 - May 2014
Charles Schwab January 2013 - July 2013
Target November 2011 - January 2013
Apple, Adecco Group August 2011 - October 2011
Colorado State University May 2008 - August 2009
Skills
Customer Satisfaction, Series 7, Series 63, Options Strategies, Margin Accounts, Call Centers, Time Management, Technical Support, Microsoft Word, Critical Thinking
Education
Colorado State University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Charles Schwab May 2014 - Present
Charles Schwab July 2013 - May 2014
Charles Schwab January 2013 - July 2013
Target November 2011 - January 2013
Apple, Adecco Group August 2011 - October 2011
Colorado State University May 2008 - August 2009
Skills
Customer Satisfaction, Series 7, Series 63, Options Strategies, Margin Accounts, Call Centers, Time Management, Technical Support, Microsoft Word, Critical Thinking
Education
Colorado State University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Anjana Basnet (anjanabasnet@hotmail.com) Anjana Basnet (anjanabasnet@hotmail.com)'s Charles Schwab Experience May 2014 - Present
Job Information Security Analyst at Charles Schwab
Industry Accounting
Experience
Charles Schwab May 2014 - Present
First Data Corporation December 2011 - March 2014
Ernst & Young September 2010 - December 2011
TeleTech 2009 - 2010
Deloitte January 2008 - April 2009
Dish Network October 2004 - January 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Enterprise Risk..., COSO, Access, COBIT, Information Technology, Access Lists, Sarbanes-Oxley, Governance, Accounting, Management, CISA, Information Security, Internal Audit, IT Audit, Risk Management
Education
Colorado Technical University 2006 — 2007
MBA, Accounting
Columbia College 2001 — 2005
Bachelor of Science in Accounting, Accounting
Charles Schwab May 2014 - Present
First Data Corporation December 2011 - March 2014
Ernst & Young September 2010 - December 2011
TeleTech 2009 - 2010
Deloitte January 2008 - April 2009
Dish Network October 2004 - January 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Enterprise Risk..., COSO, Access, COBIT, Information Technology, Access Lists, Sarbanes-Oxley, Governance, Accounting, Management, CISA, Information Security, Internal Audit, IT Audit, Risk Management
Education
Colorado Technical University 2006 — 2007
MBA, Accounting
Columbia College 2001 — 2005
Bachelor of Science in Accounting, Accounting
Alec Tune's Charles Schwab Experience 2004 - 2007
Job Emergency Manager at City and County of San Francisco, Office of the Controller
Industry Public Safety
Experience
City and County of San Francisco, Office of the Controller 2014 - Present
URS Corporation 2012 - 2014
Federal Emergency Management Agency, Region IX 2009 - 2011
San Francisco Department of Emergency Management 2008 - 2008
CAL FIRE 2007 - 2007
Charles Schwab 2004 - 2007
CAL FIRE 2001 - 2003
Skills
Emergency Management, Government, Policy, Exercises, Emergency Services, Preparedness, Program Management, Homeland Security, Research, Contingency Planning, Training, Project Planning, NIMS, ICS, SEMS, Incident Command, Operations Planning, EMT, Firefighting, Grants, Disaster Recovery
Education
San Francisco State University 2008 — 2012
Master of Public Administration (M.P.A.), Urban Administration
Columbia University in the City of New York 2001 — 2001
Graduate coursework, Master of Science program in Urban Planning
Humboldt State University
Bachelor of Arts, Economics
City and County of San Francisco, Office of the Controller 2014 - Present
URS Corporation 2012 - 2014
Federal Emergency Management Agency, Region IX 2009 - 2011
San Francisco Department of Emergency Management 2008 - 2008
CAL FIRE 2007 - 2007
Charles Schwab 2004 - 2007
CAL FIRE 2001 - 2003
Skills
Emergency Management, Government, Policy, Exercises, Emergency Services, Preparedness, Program Management, Homeland Security, Research, Contingency Planning, Training, Project Planning, NIMS, ICS, SEMS, Incident Command, Operations Planning, EMT, Firefighting, Grants, Disaster Recovery
Education
San Francisco State University 2008 — 2012
Master of Public Administration (M.P.A.), Urban Administration
Columbia University in the City of New York 2001 — 2001
Graduate coursework, Master of Science program in Urban Planning
Humboldt State University
Bachelor of Arts, Economics
Cynthia Albrecht, QKA, AIF, PPC's Charles Schwab Experience December 2008 - November 2014
Job Vice President Retirement Plan Administration open to networking opportunities
Industry Financial Services
Experience
Invisor Solutions June 2015 - Present
Verisight, Inc November 2014 - May 2015
Charles Schwab December 2008 - November 2014
The Standard July 2004 - November 2008
Morgan Stanley Dean Witter January 1999 - September 2000
Van Kampen Funds July 1987 - December 1998
Skills
Financial Services, Employee Benefits, Leadership, Defined Contribution, Benefits Administration, Project Management, Account Management, Qualified Retirement..., Salesforce.com, 401k, Profit Sharing, Training, Retirement Plan..., Retirement Plan..., Relationship Management, Process Improvement, Retirement Benefits, Finance, Pension Administration, Alternative Investments, Retirement, Retirement Planning, Employee Training, ERISA, Develop Operating..., Employee Engagement, Customer Engagement, Engagement Management, Employee Management, Employee Recognition, Employee Relations, Accurate Record Keeping, AIF, PPC, Hands-on Training, Legal Compliance, Compliance, Building Relationships, Manage Client..., Business Relationship..., Plant Design, Mutual Funds, Independent TPA, Independent Thinking, Work Well Independently, Ethical Leadership, Ownership, People Development, Inspiring People, Exceptional People...
Education
Texas State University-San Marcos 1983 — 1986
BS, Consumer Science
Concordia University 1980 — 1981
Bachelor of Science (B.S.), Family and Consumer Sciences/Home Economics Teacher Education
Invisor Solutions June 2015 - Present
Verisight, Inc November 2014 - May 2015
Charles Schwab December 2008 - November 2014
The Standard July 2004 - November 2008
Morgan Stanley Dean Witter January 1999 - September 2000
Van Kampen Funds July 1987 - December 1998
Skills
Financial Services, Employee Benefits, Leadership, Defined Contribution, Benefits Administration, Project Management, Account Management, Qualified Retirement..., Salesforce.com, 401k, Profit Sharing, Training, Retirement Plan..., Retirement Plan..., Relationship Management, Process Improvement, Retirement Benefits, Finance, Pension Administration, Alternative Investments, Retirement, Retirement Planning, Employee Training, ERISA, Develop Operating..., Employee Engagement, Customer Engagement, Engagement Management, Employee Management, Employee Recognition, Employee Relations, Accurate Record Keeping, AIF, PPC, Hands-on Training, Legal Compliance, Compliance, Building Relationships, Manage Client..., Business Relationship..., Plant Design, Mutual Funds, Independent TPA, Independent Thinking, Work Well Independently, Ethical Leadership, Ownership, People Development, Inspiring People, Exceptional People...
Education
Texas State University-San Marcos 1983 — 1986
BS, Consumer Science
Concordia University 1980 — 1981
Bachelor of Science (B.S.), Family and Consumer Sciences/Home Economics Teacher Education
Sahan Jayasumana's Charles Schwab Experience September 2014 - July 2015
Job Data Scientist
Industry Computer Software
Experience
Stealth Mode Startup Company July 2015 - Present
Gamecentrics July 2014 - Present
Charles Schwab September 2014 - July 2015
Charles Schwab June 2014 - August 2014
Colorado State University 2014 - 2014
Staples June 2013 - August 2013
Poudre High School 2011 - 2012
The Marist School 2009 - 2011
Intel 2007 - 2008
Skills
Hadoop, Java, Distributed Systems, Data Analysis, C++, Eclipse, SQL, XML, Matlab, HTML, XSLT, Computer Security, International Relations, Debate, Policy Analysis, Foreign Policy Analysis, python, Storm, HBase, Gamification, Python, Leadership, Research, Microsoft Office, Public Speaking
Education
Colorado State University
MCS (inprogress), Computer Science
Georgia Institute of Technology
BS, International Affairs
fchs
Stealth Mode Startup Company July 2015 - Present
Gamecentrics July 2014 - Present
Charles Schwab September 2014 - July 2015
Charles Schwab June 2014 - August 2014
Colorado State University 2014 - 2014
Staples June 2013 - August 2013
Poudre High School 2011 - 2012
The Marist School 2009 - 2011
Intel 2007 - 2008
Skills
Hadoop, Java, Distributed Systems, Data Analysis, C++, Eclipse, SQL, XML, Matlab, HTML, XSLT, Computer Security, International Relations, Debate, Policy Analysis, Foreign Policy Analysis, python, Storm, HBase, Gamification, Python, Leadership, Research, Microsoft Office, Public Speaking
Education
Colorado State University
MCS (inprogress), Computer Science
Georgia Institute of Technology
BS, International Affairs
fchs
Ioana Kovacs's Charles Schwab Experience April 2015 - Present
Job AML Monitoring Specialist
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Brokerage Firm September 2014 - April 2015
MoneyGram International January 2014 - May 2014
U.S. Bank May 2012 - January 2014
ANB Bank May 2010 - May 2012
Skills
Banking, Commercial Banking, Retail Banking, Financial Analysis, Finance, Branch Banking, Financial Services, Customer Service, Foreign Languages, Anti Money Laundering
Education
Community College of Aurora 2012 — 2013
Certificate Degree, Language Interpretation and Translation
Universitatea din București / University of Bucharest 2002 — 2006
Foreign Languages and Literature, English-French, Bachelor
Charles Schwab April 2015 - Present
Brokerage Firm September 2014 - April 2015
MoneyGram International January 2014 - May 2014
U.S. Bank May 2012 - January 2014
ANB Bank May 2010 - May 2012
Skills
Banking, Commercial Banking, Retail Banking, Financial Analysis, Finance, Branch Banking, Financial Services, Customer Service, Foreign Languages, Anti Money Laundering
Education
Community College of Aurora 2012 — 2013
Certificate Degree, Language Interpretation and Translation
Universitatea din București / University of Bucharest 2002 — 2006
Foreign Languages and Literature, English-French, Bachelor
Ryan Csrnko's Charles Schwab Experience June 2015 - July 2015
Job Student at Colorado State University
Industry Financial Services
Experience
Charles Schwab June 2015 - July 2015
NCN Financial June 2014 - August 2014
Skills
Financial Planning, Economics, Teamwork, Microsoft Excel, Public Speaking, Time Management, Leadership, Leadership Development, PowerPoint, Finance
Education
Colorado State University 2012 — 2016
Bachelor of Science (B.S.), Financial Planning and Economics
Charles Schwab June 2015 - July 2015
NCN Financial June 2014 - August 2014
Skills
Financial Planning, Economics, Teamwork, Microsoft Excel, Public Speaking, Time Management, Leadership, Leadership Development, PowerPoint, Finance
Education
Colorado State University 2012 — 2016
Bachelor of Science (B.S.), Financial Planning and Economics
Les McLain Les McLain's Charles Schwab Experience February 2015 - Present
Job Senior Content Strategist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
lesmclain.com June 2003 - Present
Charles Schwab August 2013 - February 2015
NetSpend Corporation February 2012 - August 2013
Vertive, Inc. February 2008 - February 2012
STRATFOR April 2006 - February 2008
University of Texas at Austin September 2005 - August 2006
Energy Tribune June 2005 - July 2006
Skills
Content Strategy, User Experience, Content Management, SEO, Client Presentations, OmniGraffle, Axure, CMS, Copywriting, Editorial, Blogging, Social Media, Strategy, Copy Editing, Writing, SEO copywriting, Content Development, Web Content Management, Research, Journalism, Email Marketing, Social Media Marketing, Press Releases, Online Marketing, Online Advertising, Publications, Digital Media, Content Design, Corporate Communications, Newsletters, Content Creation, Marketing Communications, Internal Communications, Google Analytics, Web Analytics, Quality Assurance, Merchandising, Marketing Management, E-commerce, Usability
Education
Columbia University - Graduate School of Journalism 2004 — 2005
M.S., Journalism
The University of Texas at Austin 2000 — 2004
B.S., Journalism, Business
Charles Schwab February 2015 - Present
lesmclain.com June 2003 - Present
Charles Schwab August 2013 - February 2015
NetSpend Corporation February 2012 - August 2013
Vertive, Inc. February 2008 - February 2012
STRATFOR April 2006 - February 2008
University of Texas at Austin September 2005 - August 2006
Energy Tribune June 2005 - July 2006
Skills
Content Strategy, User Experience, Content Management, SEO, Client Presentations, OmniGraffle, Axure, CMS, Copywriting, Editorial, Blogging, Social Media, Strategy, Copy Editing, Writing, SEO copywriting, Content Development, Web Content Management, Research, Journalism, Email Marketing, Social Media Marketing, Press Releases, Online Marketing, Online Advertising, Publications, Digital Media, Content Design, Corporate Communications, Newsletters, Content Creation, Marketing Communications, Internal Communications, Google Analytics, Web Analytics, Quality Assurance, Merchandising, Marketing Management, E-commerce, Usability
Education
Columbia University - Graduate School of Journalism 2004 — 2005
M.S., Journalism
The University of Texas at Austin 2000 — 2004
B.S., Journalism, Business
Jason Teran Jason Teran's Charles Schwab Experience 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 2015 - Present
E.T. Roofing 2013 - Present
Calvin Turner Roofing January 2011 - January 2013
Skills
Bilingual Communications, Customer Service, Supervisory Skills, Business, Management
Education
Colorado State University-Pueblo 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Colorado State University-Pueblo 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charles Schwab 2015 - Present
E.T. Roofing 2013 - Present
Calvin Turner Roofing January 2011 - January 2013
Skills
Bilingual Communications, Customer Service, Supervisory Skills, Business, Management
Education
Colorado State University-Pueblo 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Colorado State University-Pueblo 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Joe Whitehurse Joe Whitehurse's Charles Schwab Experience April 2006 - October 2011
Job Senior Accountant at MFA Oil Company
Industry Accounting
Experience
MFA Oil Company June 2015 - Present
BDO USA, LLP October 2013 - June 2015
BDO USA, LLP October 2012 - October 2013
BDO USA, LLP October 2011 - October 2012
Charles Schwab April 2006 - October 2011
Skills
SEC filings, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Accounting, GAAP, Financial Analysis, Internal Controls, CPA, External Audit, Assurance, SEC Filings, US GAAP, Auditing, General Ledger, Financial Statements, Revenue Recognition, Management
Education
Columbia College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College 2000 — 2007
Bachelor of Science (BS), Accounting
Columbia College 2000 — 2007
Bachelor of Science (BS), Finance, General
Columbia College 2000 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Hickman High School
MFA Oil Company June 2015 - Present
BDO USA, LLP October 2013 - June 2015
BDO USA, LLP October 2012 - October 2013
BDO USA, LLP October 2011 - October 2012
Charles Schwab April 2006 - October 2011
Skills
SEC filings, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Accounting, GAAP, Financial Analysis, Internal Controls, CPA, External Audit, Assurance, SEC Filings, US GAAP, Auditing, General Ledger, Financial Statements, Revenue Recognition, Management
Education
Columbia College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College 2000 — 2007
Bachelor of Science (BS), Accounting
Columbia College 2000 — 2007
Bachelor of Science (BS), Finance, General
Columbia College 2000 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Hickman High School
Sam Heitzer Sam Heitzer's Charles Schwab Experience May 2014 - August 2014
Job Associate Examiner at Farm Credit Administration
Industry Banking
Experience
Farm Credit Administration July 2015 - Present
Gamecentrics August 2014 - Present
Charles Schwab May 2014 - August 2014
RuffaloCODY January 2013 - April 2014
RuffaloCODY August 2012 - December 2012
Colorado State University August 2011 - May 2012
Skills
Time Management, Public Speaking, Data Analysis, English, Accounting, Financial Analysis, Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Illustrator, Outlook, Customer Service, Research, Teamwork, Photoshop, Social Media, Windows, Team Leadership, Leadership, Editing, Sales, Management, Finance, Communication, Team Building, Fundraising, Analysis, Nonprofits
Education
Colorado State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Farm Credit Administration July 2015 - Present
Gamecentrics August 2014 - Present
Charles Schwab May 2014 - August 2014
RuffaloCODY January 2013 - April 2014
RuffaloCODY August 2012 - December 2012
Colorado State University August 2011 - May 2012
Skills
Time Management, Public Speaking, Data Analysis, English, Accounting, Financial Analysis, Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Illustrator, Outlook, Customer Service, Research, Teamwork, Photoshop, Social Media, Windows, Team Leadership, Leadership, Editing, Sales, Management, Finance, Communication, Team Building, Fundraising, Analysis, Nonprofits
Education
Colorado State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Tracy (Nyffeler) Pike Tracy (Nyffeler) Pike's Charles Schwab Experience October 2014 - Present
Job Head of SubAdvisor Oversight at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Janus Capital Group July 2010 - October 2014
Women's Development Society; Dehradun, India June 2008 - April 2009
Merrill Lynch July 1998 - May 2008
Merrill Lynch Japan Securities, Tokyo, Japan February 1998 - July 1998
Merrill Lynch - London May 1996 - February 1998
Skills
Analysis, Research, Investment Management..., Marketing, Series 7, Investment Management, Mutual Funds, Asset Management, Investments, Strategy, Portfolio Management, Leadership, Due Diligence, Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
University of Nebraska-Lincoln 1992 — 1996
B.S., Mathematics
Charles Schwab October 2014 - Present
Janus Capital Group July 2010 - October 2014
Women's Development Society; Dehradun, India June 2008 - April 2009
Merrill Lynch July 1998 - May 2008
Merrill Lynch Japan Securities, Tokyo, Japan February 1998 - July 1998
Merrill Lynch - London May 1996 - February 1998
Skills
Analysis, Research, Investment Management..., Marketing, Series 7, Investment Management, Mutual Funds, Asset Management, Investments, Strategy, Portfolio Management, Leadership, Due Diligence, Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
University of Nebraska-Lincoln 1992 — 1996
B.S., Mathematics
Nick Griebenow Nick Griebenow's Charles Schwab Experience August 2015 - Present
Job Team Manager, Options Trading at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab August 2014 - August 2015
Charles Schwab January 2014 - August 2014
Charles Schwab February 2013 - January 2014
COUNTRY ® Financial May 2012 - December 2012
AM Storage October 2011 - July 2012
Skills
Economics, Excel, Data Analysis, MS Office Suite, Securities, Investments, Series 7, Series 63, Trading, Options Strategies, Technical Analysis, Equities
Education
Colorado State University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Senior
Charles Schwab August 2015 - Present
Charles Schwab August 2014 - August 2015
Charles Schwab January 2014 - August 2014
Charles Schwab February 2013 - January 2014
COUNTRY ® Financial May 2012 - December 2012
AM Storage October 2011 - July 2012
Skills
Economics, Excel, Data Analysis, MS Office Suite, Securities, Investments, Series 7, Series 63, Trading, Options Strategies, Technical Analysis, Equities
Education
Colorado State University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Senior
Todd Hopkins Todd Hopkins's Charles Schwab Experience January 1995 - October 1997
Job Managing Partner at Hopkins Consult
Industry Investment Banking
Experience
Hopkins Consult February 2006 - Present
Sand Hill Global Advisors September 2010 - September 2011
UBS Wealth Management September 2004 - February 2006
Bank of America March 2000 - October 2004
J.P. Morgan October 1997 - October 1999
Charles Schwab January 1995 - October 1997
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Strategic Planning, Credit, Business Development, Financial Modeling, Business Planning, Finance, Strategic Financial..., Fixed Income, Customer Service, Credit Analysis, Organizational..., Refinance, Market Research, Options, Retail Banking, Outsourcing, Wealth Management, Private Equity, Mergers & Acquisitions, Valuation
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Hopkins Consult February 2006 - Present
Sand Hill Global Advisors September 2010 - September 2011
UBS Wealth Management September 2004 - February 2006
Bank of America March 2000 - October 2004
J.P. Morgan October 1997 - October 1999
Charles Schwab January 1995 - October 1997
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Strategic Planning, Credit, Business Development, Financial Modeling, Business Planning, Finance, Strategic Financial..., Fixed Income, Customer Service, Credit Analysis, Organizational..., Refinance, Market Research, Options, Retail Banking, Outsourcing, Wealth Management, Private Equity, Mergers & Acquisitions, Valuation
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Rod Draper, CAMS Rod Draper, CAMS's Charles Schwab Experience May 2014 - Present
Job Managing Director, AML Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
MoneyGram International February 2009 - April 2014
Western Union September 2003 - February 2009
Berkshire Advisor Resource, LLC August 2001 - February 2003
Standard & Poor's 2002 - 2003
Janus Capital Group 1997 - 2001
Skills
Financial Services, Anti Money Laundering, AML, KYC, Financial Risk, Risk Management, OFAC, Payment Card Processing, Credit Cards, Fraud, Finance, Operational Risk, CAMS, Operational Risk..., Banking, Process Improvement, Management, Business Analysis
Education
Colorado Technical University 2003 — 2006
Masters, Management w/ emphasis in Criminal Justice
University of Colorado Boulder 1990 — 1994
BS Business Administration, Finance
Columbine 1987 — 1990
Charles Schwab May 2014 - Present
MoneyGram International February 2009 - April 2014
Western Union September 2003 - February 2009
Berkshire Advisor Resource, LLC August 2001 - February 2003
Standard & Poor's 2002 - 2003
Janus Capital Group 1997 - 2001
Skills
Financial Services, Anti Money Laundering, AML, KYC, Financial Risk, Risk Management, OFAC, Payment Card Processing, Credit Cards, Fraud, Finance, Operational Risk, CAMS, Operational Risk..., Banking, Process Improvement, Management, Business Analysis
Education
Colorado Technical University 2003 — 2006
Masters, Management w/ emphasis in Criminal Justice
University of Colorado Boulder 1990 — 1994
BS Business Administration, Finance
Columbine 1987 — 1990
Dan Kimble, MBA's Charles Schwab Experience 2000 - 2006
Job CEO | Executive Coach | Thought Leader | Keynote Speaker
Industry Professional Training & Coaching
Experience
Resonance Executive Coaching January 2012 - Present
Robertson Lowstuter June 2015 - Present
Community Child Care Council (4C's) of Alameda County July 2015 - Present
EMC December 2010 - January 2012
EMC July 2007 - December 2010
FAST Search (A Microsoft Subsidiary) November 2006 - July 2007
Harry Snow Productions, inc. March 1997 - November 2006
Charles Schwab 2000 - 2006
Oracle Corporation 1997 - 1999
Integral Systems/Inpower August 1994 - October 1996
Skills
Coaching, Career Transitions, Leadership Development, Presentation Coaching, Executive Coaching, Enneagram, Leadership Circle..., Life Transitions, Group Dynamics, Leadership, Workshop Facilitation, Team Leadership, Leadership Development..., Leadership Presence..., Enterprise Software, Strategy, SaaS, Training, Start-ups, Program Management, Sales, Pre-sales, Cloud Computing, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2012
Certificate, Executive Coaching
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
MBA, Leadership and General Management
Columbia University - Columbia Business School 2009 — 2011
MBA, Leadership and General Management
Coaches Training Institute 2012 — 2012
Coaching
Coaches Training Institute 2012 — 2012
Leadership Program
University of California, Santa Cruz
B.A., Computer Science
Resonance Executive Coaching January 2012 - Present
Robertson Lowstuter June 2015 - Present
Community Child Care Council (4C's) of Alameda County July 2015 - Present
EMC December 2010 - January 2012
EMC July 2007 - December 2010
FAST Search (A Microsoft Subsidiary) November 2006 - July 2007
Harry Snow Productions, inc. March 1997 - November 2006
Charles Schwab 2000 - 2006
Oracle Corporation 1997 - 1999
Integral Systems/Inpower August 1994 - October 1996
Skills
Coaching, Career Transitions, Leadership Development, Presentation Coaching, Executive Coaching, Enneagram, Leadership Circle..., Life Transitions, Group Dynamics, Leadership, Workshop Facilitation, Team Leadership, Leadership Development..., Leadership Presence..., Enterprise Software, Strategy, SaaS, Training, Start-ups, Program Management, Sales, Pre-sales, Cloud Computing, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2012
Certificate, Executive Coaching
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
MBA, Leadership and General Management
Columbia University - Columbia Business School 2009 — 2011
MBA, Leadership and General Management
Coaches Training Institute 2012 — 2012
Coaching
Coaches Training Institute 2012 — 2012
Leadership Program
University of California, Santa Cruz
B.A., Computer Science
Kris Comar Kris Comar's Charles Schwab Experience January 2008 - June 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Indiana Air National Guard November 2001 - Present
Merrill Lynch June 2011 - July 2012
Charles Schwab January 2008 - June 2011
HSBC Bank June 2006 - January 2008
HSBC May 2006 - January 2008
Skills
Investments, Retirement Planning, Money Management, Asset Management, Coaching, Finance, Management, Mortgage Lending, Sales, Strategic Planning, Analysis, Financial Analysis
Education
Community College of the Air Force
Associates, Applied Science
Indiana University-Purdue University at Indianapolis
Economics, International Economics
WHS
Edward Jones August 2012 - Present
Indiana Air National Guard November 2001 - Present
Merrill Lynch June 2011 - July 2012
Charles Schwab January 2008 - June 2011
HSBC Bank June 2006 - January 2008
HSBC May 2006 - January 2008
Skills
Investments, Retirement Planning, Money Management, Asset Management, Coaching, Finance, Management, Mortgage Lending, Sales, Strategic Planning, Analysis, Financial Analysis
Education
Community College of the Air Force
Associates, Applied Science
Indiana University-Purdue University at Indianapolis
Economics, International Economics
WHS
Joseph Olive's Charles Schwab Experience January 2015 - Present
Job Stockbroker
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
United States Air Force July 2003 - May 2014
Skills
Intelligence, Weapons, HUMINT, Air Force, DoD, Security Clearance, Military, Military Operations, Defense, Top Secret, Information Assurance, Military Experience, Special Operations, Intelligence Analysis, SIGINT, National Security, Microsoft Office
Education
University of Maryland University College 2006 — 2014
Bachelor of Science (B.S.), Political Science, 3.44
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Intelligence Studies
Charles Schwab January 2015 - Present
United States Air Force July 2003 - May 2014
Skills
Intelligence, Weapons, HUMINT, Air Force, DoD, Security Clearance, Military, Military Operations, Defense, Top Secret, Information Assurance, Military Experience, Special Operations, Intelligence Analysis, SIGINT, National Security, Microsoft Office
Education
University of Maryland University College 2006 — 2014
Bachelor of Science (B.S.), Political Science, 3.44
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Intelligence Studies
Shawn B. Smith, CFP® Shawn B. Smith, CFP®'s Charles Schwab Experience 1993 - 2012
Job Senior Vice President, Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2012 - Present
Charles Schwab 1993 - 2012
Skills
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investment Management, High Net Worth..., Investment Advisory, Investment Strategies, Portfolio Management, Financial Planners, Asset Allocation, Investments, Series 63, Asset Management, Series 7
Education
Colorado State University 1989 — 1991
Business Management
Dimond High School 1984 — 1987
Robert W. Baird & Co. January 2012 - Present
Charles Schwab 1993 - 2012
Skills
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investment Management, High Net Worth..., Investment Advisory, Investment Strategies, Portfolio Management, Financial Planners, Asset Allocation, Investments, Series 63, Asset Management, Series 7
Education
Colorado State University 1989 — 1991
Business Management
Dimond High School 1984 — 1987
Kim Rogers's Charles Schwab Experience November 2000 - November 2002
Job National Director, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Wells Fargo January 2009 - December 2011
Citi/Smith Barney February 2003 - July 2008
Charles Schwab November 2000 - November 2002
Morgan Stanley August 1997 - April 2000
Skills
Banking, Financial Services, Loans, Credit, Strategy, Securities, Series 7, Estate Planning, Insurance, Management, Strategic Planning, Investment Management, Portfolio Management, Series 63, FINRA, Series 65, Wealth Management, Investments, Finance
Education
Concord University
BS, Marketing Management, Home Economics
Roosevelt University
Certificate, Paralegal Studies
Wells Fargo Advisors December 2011 - Present
Wells Fargo January 2009 - December 2011
Citi/Smith Barney February 2003 - July 2008
Charles Schwab November 2000 - November 2002
Morgan Stanley August 1997 - April 2000
Skills
Banking, Financial Services, Loans, Credit, Strategy, Securities, Series 7, Estate Planning, Insurance, Management, Strategic Planning, Investment Management, Portfolio Management, Series 63, FINRA, Series 65, Wealth Management, Investments, Finance
Education
Concord University
BS, Marketing Management, Home Economics
Roosevelt University
Certificate, Paralegal Studies
Robin Pickrem Robin Pickrem's Charles Schwab Experience December 2010 - December 2011
Job Unemployed
Industry Financial Services
Experience
Blueberry Systems November 2012 - April 2015
Titan Lenders Corp July 2012 - October 2012
Aurora Bank FSB January 2012 - July 2012
Charles Schwab December 2010 - December 2011
Aurora Loan Services July 2009 - October 2010
Great-West Life November 2008 - July 2009
Lehman Brothers Bank - Aurora Loan Services October 2005 - November 2008
Nelnet Loan Service, Inc February 1989 - October 2005
Wright Patterson AFB September 1980 - August 1987
Skills
Business Requirements, Business Analysis, Test Planning, User Acceptance Testing, TFS, Scrum, SQL, .NET, MS Office Suite, Functional Requirements, Team Leadership, Integrity, Business Objects, Test Strategy, QA Testing, Organizational Structure, AS400, IBM Mainframe, Remedy Ticketing System, JIRA, Bugzilla, ClearQuest, Program Implementation, Agile & Waterfall..., SDLC, Testing, Quality Assurance, Agile Methodologies, Requirements Gathering, Integration, Analysis
Education
Sinclair Community College 1982 — 1982
Business Managment
Park College 1981 — 1981
Business Management
Community College of the Air Force 1980 — 1980
Financial Services
Deer Park High School 1976 — 1979
Blueberry Systems November 2012 - April 2015
Titan Lenders Corp July 2012 - October 2012
Aurora Bank FSB January 2012 - July 2012
Charles Schwab December 2010 - December 2011
Aurora Loan Services July 2009 - October 2010
Great-West Life November 2008 - July 2009
Lehman Brothers Bank - Aurora Loan Services October 2005 - November 2008
Nelnet Loan Service, Inc February 1989 - October 2005
Wright Patterson AFB September 1980 - August 1987
Skills
Business Requirements, Business Analysis, Test Planning, User Acceptance Testing, TFS, Scrum, SQL, .NET, MS Office Suite, Functional Requirements, Team Leadership, Integrity, Business Objects, Test Strategy, QA Testing, Organizational Structure, AS400, IBM Mainframe, Remedy Ticketing System, JIRA, Bugzilla, ClearQuest, Program Implementation, Agile & Waterfall..., SDLC, Testing, Quality Assurance, Agile Methodologies, Requirements Gathering, Integration, Analysis
Education
Sinclair Community College 1982 — 1982
Business Managment
Park College 1981 — 1981
Business Management
Community College of the Air Force 1980 — 1980
Financial Services
Deer Park High School 1976 — 1979
Anna Farley Anna Farley's Charles Schwab Experience January 2006 - June 2006
Job Software Developer
Industry Computer Software
Experience
IBM June 2013 - Present
Morgan Stanley May 2012 - April 2013
BMO Harris Bank May 2011 - April 2012
Scotiabank June 2010 - April 2011
TD Ameritrade March 2008 - June 2010
Lehman Brothers August 2006 - February 2008
Charles Schwab January 2006 - June 2006
NYSE January 2005 - December 2005
CBOE April 2003 - December 2004
TD Ameritrade January 2002 - February 2003
Skills
Java, Perl, Python, C++, SQL, XML
Education
Concordia University 1992 — 1994
MBA, Risk Managment
Université de Montréal - Ecole polytechnique de Montréal 1988 — 1992
Bachelor of Engineering (B.Eng.), Electrical Engineering
IBM June 2013 - Present
Morgan Stanley May 2012 - April 2013
BMO Harris Bank May 2011 - April 2012
Scotiabank June 2010 - April 2011
TD Ameritrade March 2008 - June 2010
Lehman Brothers August 2006 - February 2008
Charles Schwab January 2006 - June 2006
NYSE January 2005 - December 2005
CBOE April 2003 - December 2004
TD Ameritrade January 2002 - February 2003
Skills
Java, Perl, Python, C++, SQL, XML
Education
Concordia University 1992 — 1994
MBA, Risk Managment
Université de Montréal - Ecole polytechnique de Montréal 1988 — 1992
Bachelor of Engineering (B.Eng.), Electrical Engineering
Ric Lucas Ric Lucas's Charles Schwab Experience November 2011 - Present
Job Vice President Financial Consultant , Charles Schwab & Co., Inc. Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
JPMorgan Chase December 2009 - November 2011
Edward Jones November 2001 - December 2009
H&R Block Financial Advisors December 1995 - November 2001
Education
Columbia College Chicago 1991 — 1993
Bachelor's degree, Marketing
Loras College 1987 — 1990
Charles Schwab November 2011 - Present
JPMorgan Chase December 2009 - November 2011
Edward Jones November 2001 - December 2009
H&R Block Financial Advisors December 1995 - November 2001
Education
Columbia College Chicago 1991 — 1993
Bachelor's degree, Marketing
Loras College 1987 — 1990
Sam Hossa Sam Hossa's Charles Schwab Experience 2015 - Present
Job Senior Product Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab 2015 - Present
Dell 2013 - 2015
Ultra Electronics Advanced Tactical Systems 2006 - 2011
USAF 2002 - 2006
Skills
Digital Strategy, Enterprise Mobility, Team Leadership, Digital Transformation, Project Management, Agile Methodologies, User Experience, Leadership, Defense, Software Engineering, Security Clearance, Product Development, Business Development, Software Development
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
M.B.A., General Management, 3.9 GPA, Top 10%
St. Edward's University 2007 — 2009
B.A., Computer Systems Management, 3.9 GPA
Community College of the Air Force 2003 — 2006
A.A.S., Electronic Systems Technology, Top 1%
Charles Schwab 2015 - Present
Dell 2013 - 2015
Ultra Electronics Advanced Tactical Systems 2006 - 2011
USAF 2002 - 2006
Skills
Digital Strategy, Enterprise Mobility, Team Leadership, Digital Transformation, Project Management, Agile Methodologies, User Experience, Leadership, Defense, Software Engineering, Security Clearance, Product Development, Business Development, Software Development
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
M.B.A., General Management, 3.9 GPA, Top 10%
St. Edward's University 2007 — 2009
B.A., Computer Systems Management, 3.9 GPA
Community College of the Air Force 2003 — 2006
A.A.S., Electronic Systems Technology, Top 1%
Nick Paytas Nick Paytas's Charles Schwab Experience September 2015 - Present
Job Senior Manager, Strategy and Product Development at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab September 2015 - Present
Altegris Advisors April 2011 - September 2015
Diversified Strategic Investments September 2005 - April 2011
Skills
Alternative Investments, FINRA, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Asset Management, Investments, Investment Strategies, Bloomberg, Investment Management, Fixed Income, Fund Of Funds
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.), Certificate of Finance, GPA: 3.96
University of San Diego 2003 — 2007
Bachelor of Business Administration, Emphasis in Finance & Real Estate, GPA: 3.74
Charles Schwab September 2015 - Present
Altegris Advisors April 2011 - September 2015
Diversified Strategic Investments September 2005 - April 2011
Skills
Alternative Investments, FINRA, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Asset Management, Investments, Investment Strategies, Bloomberg, Investment Management, Fixed Income, Fund Of Funds
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.), Certificate of Finance, GPA: 3.96
University of San Diego 2003 — 2007
Bachelor of Business Administration, Emphasis in Finance & Real Estate, GPA: 3.74
Mary Margaret Clements Mary Margaret Clements's Charles Schwab Experience 1990 - 2010
Job BRM at AT&T Mobility
Industry Wireless
Experience
AT&T Mobility January 2007 - Present
Charles Schwab 1990 - 2010
Bennett Lumber May 2005 - June 2006
VPC 1988 - 2001
Skills
Team Building, Call Center
Education
Colorado Technical University 2009 — 2013
BA, Project Management
Regina High School
AT&T Mobility January 2007 - Present
Charles Schwab 1990 - 2010
Bennett Lumber May 2005 - June 2006
VPC 1988 - 2001
Skills
Team Building, Call Center
Education
Colorado Technical University 2009 — 2013
BA, Project Management
Regina High School
John Whiteknight, CFP, CLU, ChFC John Whiteknight, CFP, CLU, ChFC's Charles Schwab Experience May 2011 - August 2012
Job Sales Manager, Wealth Accumulation at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
Leslie Illick's Charles Schwab Experience 1997 - 2000
Job Sr. Recruiter @ CGI
Industry Staffing and Recruiting
Experience
CGI April 2009 - Present
Kenexa Government Solutions November 2007 - April 2009
PassTime 2006 - 2007
Capmark Financial Group (formerly GMAC Commercial Holding Corporation) 2003 - 2006
Radio Shack 2001 - 2003
Knowledge workers 2000 - 2001
Charles Schwab 1997 - 2000
Skills
Technical Recruiting, College Recruiting, Recruitment/Retention, Employment Law, Sales Recruitment, Human Resources, Internet Recruiting, Oil/Gas, Public Sector, Corporate Finance, Commercial Insurance, Telecommunications, Sales, Healthcare, Consultants, Applicant Tracking..., Recruiting, Talent Management, Performance Management, Onboarding, Employee Relations, Change Management, Interviews, Program Management, PeopleSoft, Temporary Placement, Leadership, Strategy, Talent Acquisition, Management, Strategic Sourcing
Education
Colorado State University-Pueblo 1986 — 1991
Psychology
Colorado State University-Pueblo 1986 — 1991
Centennial High School
CGI April 2009 - Present
Kenexa Government Solutions November 2007 - April 2009
PassTime 2006 - 2007
Capmark Financial Group (formerly GMAC Commercial Holding Corporation) 2003 - 2006
Radio Shack 2001 - 2003
Knowledge workers 2000 - 2001
Charles Schwab 1997 - 2000
Skills
Technical Recruiting, College Recruiting, Recruitment/Retention, Employment Law, Sales Recruitment, Human Resources, Internet Recruiting, Oil/Gas, Public Sector, Corporate Finance, Commercial Insurance, Telecommunications, Sales, Healthcare, Consultants, Applicant Tracking..., Recruiting, Talent Management, Performance Management, Onboarding, Employee Relations, Change Management, Interviews, Program Management, PeopleSoft, Temporary Placement, Leadership, Strategy, Talent Acquisition, Management, Strategic Sourcing
Education
Colorado State University-Pueblo 1986 — 1991
Psychology
Colorado State University-Pueblo 1986 — 1991
Centennial High School
Ragina Pantoja Ragina Pantoja's Charles Schwab Experience December 2010 - Present
Job Systems Administrator
Industry Information Technology and Services
Experience
Charles Schwab December 2010 - Present
Scientific Games September 2004 - June 2009
GTECH S.p.A. September 2003 - September 2004
Skills
Red Hat Linux, Windows System..., Windows Server, VMware, BMC Remedy, Cisco Technologies, System Administration, Virtualization, Data Center, Unix, Real Estate, Security, Vendor Management, Management, Disaster Recovery, Process Improvement, Servers, Customer Service, Troubleshooting, Leadership, Microsoft Office
Education
Colorado State University-Pueblo 2000 — 2003
BS, Computer Information Systems
Pueblo Community College 1999 — 2000
Computer and Information Sciences and Support Services
Pikes Peak Community College 1998 — 1998
Charles Schwab December 2010 - Present
Scientific Games September 2004 - June 2009
GTECH S.p.A. September 2003 - September 2004
Skills
Red Hat Linux, Windows System..., Windows Server, VMware, BMC Remedy, Cisco Technologies, System Administration, Virtualization, Data Center, Unix, Real Estate, Security, Vendor Management, Management, Disaster Recovery, Process Improvement, Servers, Customer Service, Troubleshooting, Leadership, Microsoft Office
Education
Colorado State University-Pueblo 2000 — 2003
BS, Computer Information Systems
Pueblo Community College 1999 — 2000
Computer and Information Sciences and Support Services
Pikes Peak Community College 1998 — 1998
Peter Curley Peter Curley's Charles Schwab Experience 1995 - 2000
Job Senior Director Product Marketing at Crittercism
Industry Information Technology and Services
Experience
Crittercism June 2015 - Present
Mashery (acquired by Intel) April 2013 - December 2014
Xignite July 2011 - May 2012
Paladyne Systems, Inc. December 2009 - July 2011
Nirvana Solutions July 2007 - December 2009
Advent Software August 2004 - July 2007
IBM August 2001 - December 2002
Charles Schwab 1995 - 2000
Skills
Product Marketing, Strategic Partnerships, Online Marketing, Content Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Business Strategy, SEO, Public Relations, Media Relations, Online Advertising, Enterprise Software, Go-to-market Strategy, Product Management, SaaS, Project Management, Social Media, Analytics, Salesforce.com, Start-ups, Lead Generation, Strategy, Marketing Automation, Competitive Analysis, E-commerce, Marketing, Digital Strategy, Demand Generation, B2B Marketing, Product Development, Business Intelligence, Google Analytics, Management, Mobile Applications, PPC, Agile Methodologies, Cloud Computing, Thought Leadership, Product Launch, Leadership, Program Management, Sales, Management Consulting, Business Development, Entrepreneurship, Mobile Devices, Solution Selling, Sales Management, CRM
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Marketing and Technology
University of Exeter
MA, Economics
University College Dublin
BA, Economics
Crittercism June 2015 - Present
Mashery (acquired by Intel) April 2013 - December 2014
Xignite July 2011 - May 2012
Paladyne Systems, Inc. December 2009 - July 2011
Nirvana Solutions July 2007 - December 2009
Advent Software August 2004 - July 2007
IBM August 2001 - December 2002
Charles Schwab 1995 - 2000
Skills
Product Marketing, Strategic Partnerships, Online Marketing, Content Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Business Strategy, SEO, Public Relations, Media Relations, Online Advertising, Enterprise Software, Go-to-market Strategy, Product Management, SaaS, Project Management, Social Media, Analytics, Salesforce.com, Start-ups, Lead Generation, Strategy, Marketing Automation, Competitive Analysis, E-commerce, Marketing, Digital Strategy, Demand Generation, B2B Marketing, Product Development, Business Intelligence, Google Analytics, Management, Mobile Applications, PPC, Agile Methodologies, Cloud Computing, Thought Leadership, Product Launch, Leadership, Program Management, Sales, Management Consulting, Business Development, Entrepreneurship, Mobile Devices, Solution Selling, Sales Management, CRM
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Marketing and Technology
University of Exeter
MA, Economics
University College Dublin
BA, Economics
Joanna Rizzuti Joanna Rizzuti's Charles Schwab Experience June 1986 - September 1992
Job Owner/Founder at YachtCharter.com
Industry Leisure, Travel & Tourism
Experience
YachtCharter.com and Atlantis Yacht Charters August 1993 - Present
Charles Schwab June 1986 - September 1992
Prudential Bache June 1985 - August 1986
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking
Education
New York University, Stern School of Business 1984 — 1985
Columbia University in the City of New York 1980 — 1984
BS, Economics
YachtCharter.com and Atlantis Yacht Charters August 1993 - Present
Charles Schwab June 1986 - September 1992
Prudential Bache June 1985 - August 1986
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking
Education
New York University, Stern School of Business 1984 — 1985
Columbia University in the City of New York 1980 — 1984
BS, Economics
Jason Louie Jason Louie's Charles Schwab Experience June 2007 - August 2007
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
Warner Bros. Entertainment Group of Companies June 2014 - August 2014
Lingo Live 2013 - 2014
Deloitte Consulting July 2008 - July 2013
Charles Schwab June 2007 - August 2007
Skills
Management Consulting, Business Process..., Competitive Analysis, Financial Modeling, Business Strategy, Project Management, Analytics, Strategy, Data Analysis, Leadership, Consulting, Financial Analysis, Start-ups
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2004 — 2008
B.S., Industrial Engineering and Operations Research
The Boston Consulting Group September 2015 - Present
Warner Bros. Entertainment Group of Companies June 2014 - August 2014
Lingo Live 2013 - 2014
Deloitte Consulting July 2008 - July 2013
Charles Schwab June 2007 - August 2007
Skills
Management Consulting, Business Process..., Competitive Analysis, Financial Modeling, Business Strategy, Project Management, Analytics, Strategy, Data Analysis, Leadership, Consulting, Financial Analysis, Start-ups
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2004 — 2008
B.S., Industrial Engineering and Operations Research
Steve Seckinger Steve Seckinger's Charles Schwab Experience 1993 - 1999
Job Database & Financial Analysis Team Manager at Nutraceutical Corporation
Industry Health, Wellness and Fitness
Experience
Nutraceutical Corp. April 2013 - Present
Park City Mountain Resort November 2012 - April 2013
Lifemax, Inc. November 2010 - April 2013
Goldman Sachs July 2000 - February 2008
Charles Schwab 1993 - 1999
Skills
Coaching, Team Building, Microsoft Office, Business Strategy, Public Speaking, Leadership, Strategic Planning, Operations Management, Financial Analysis, Sales, Research, Entrepreneurship, Recruiting, Management, Leadership Development
Education
University of Colorado Denver 1998 — 2001
MS, Finance
Colorado State University 1985 — 1989
BS, Commercial Recreation
Nutraceutical Corp. April 2013 - Present
Park City Mountain Resort November 2012 - April 2013
Lifemax, Inc. November 2010 - April 2013
Goldman Sachs July 2000 - February 2008
Charles Schwab 1993 - 1999
Skills
Coaching, Team Building, Microsoft Office, Business Strategy, Public Speaking, Leadership, Strategic Planning, Operations Management, Financial Analysis, Sales, Research, Entrepreneurship, Recruiting, Management, Leadership Development
Education
University of Colorado Denver 1998 — 2001
MS, Finance
Colorado State University 1985 — 1989
BS, Commercial Recreation
Michael Idoni, PMP, CSM Michael Idoni, PMP, CSM's Charles Schwab Experience December 2012 - Present
Job Project Manager at Charles Schwab
Industry International Trade and Development
Experience
Charles Schwab December 2012 - Present
Xerox July 2012 - November 2012
SDL International August 2010 - July 2012
Ocean Global Network April 2008 - March 2010
Nova G. Education August 2007 - April 2008
Skills
Project Management, Project Planning, Quality Assurance, MS Project, Vendor Management, Strategic Planning, Localization, Microsoft Excel, Public Speaking, Visio, Japanese, Microsoft Project, Creative Solutions, Clarity, Tableau
Education
Colorado State University 2003 — 2007
Bachelor's, Economics
Steamboat Springs High School 1999 — 2003
Charles Schwab December 2012 - Present
Xerox July 2012 - November 2012
SDL International August 2010 - July 2012
Ocean Global Network April 2008 - March 2010
Nova G. Education August 2007 - April 2008
Skills
Project Management, Project Planning, Quality Assurance, MS Project, Vendor Management, Strategic Planning, Localization, Microsoft Excel, Public Speaking, Visio, Japanese, Microsoft Project, Creative Solutions, Clarity, Tableau
Education
Colorado State University 2003 — 2007
Bachelor's, Economics
Steamboat Springs High School 1999 — 2003
Monica Cobis Monica Cobis's Charles Schwab Experience 1999 - 2001
Job Education Facilitator at the Pastoral Institute & Infusion Director at CVEM
Industry Education Management
Experience
Pastoral Institute August 2014 - Present
Safeguard Services February 2012 - August 2014
My Life Abounds July 2010 - August 2014
Southern Odysseys Walking Tours 2007 - 2012
Columbus State University November 2010 - April 2011
Miller-Motte Technical College September 2010 - December 2010
Columbus State University July 2005 - February 2010
Alcatraz Island 2002 - 2004
Charles Schwab 1999 - 2001
American Cancer Society January 1997 - May 1999
Skills
Teaching, Team Building, Curriculum Design, Classroom Instruction, Curriculum Development, Coaching, Teacher Training, Educational Leadership, Staff Development, Public Speaking, Community Outreach, History, Classroom, Nonprofits, Grant Writing, PowerPoint, Career Counseling, Public Relations, Training, Leadership, Marketing, Time Management, Program Management, Strategic Planning, Oral & Written..., Higher Education, Leadership Development, Fundraising, Event Planning, Customer Service, Instructional Design, Policy, Volunteer Management
Education
Columbus State University 2009 — 2010
Master's Degree, Educational Leadership, 4.0
Georgia State University 1988 — 1992
B.S., Recreation Administration
Pacelli
Pastoral Institute August 2014 - Present
Safeguard Services February 2012 - August 2014
My Life Abounds July 2010 - August 2014
Southern Odysseys Walking Tours 2007 - 2012
Columbus State University November 2010 - April 2011
Miller-Motte Technical College September 2010 - December 2010
Columbus State University July 2005 - February 2010
Alcatraz Island 2002 - 2004
Charles Schwab 1999 - 2001
American Cancer Society January 1997 - May 1999
Skills
Teaching, Team Building, Curriculum Design, Classroom Instruction, Curriculum Development, Coaching, Teacher Training, Educational Leadership, Staff Development, Public Speaking, Community Outreach, History, Classroom, Nonprofits, Grant Writing, PowerPoint, Career Counseling, Public Relations, Training, Leadership, Marketing, Time Management, Program Management, Strategic Planning, Oral & Written..., Higher Education, Leadership Development, Fundraising, Event Planning, Customer Service, Instructional Design, Policy, Volunteer Management
Education
Columbus State University 2009 — 2010
Master's Degree, Educational Leadership, 4.0
Georgia State University 1988 — 1992
B.S., Recreation Administration
Pacelli
Mark A. Fox Mark A. Fox's Charles Schwab Experience 2000 - 2003
Job Client Management Executive at Bank of America
Industry Banking
Experience
U.S. Trust 2011 - September 2015
Wells Fargo 2010 - 2010
U.S. Trust 2003 - 2008
Charles Schwab 2000 - 2003
Citi 1989 - 2000
IBJ Schroder Bank & Trust Company 1986 - 1989
Syn-Cronamics, Inc. 1985 - 1986
Skills
Banking, CRM, Credit Cards, Cross-functional Team..., Equities, Financial Services, High Net Worth..., Leadership, Securities, Strategy, Trading, Wealth Management, Investments, Management, Management Consulting, Mergers, Payments, Portfolio Management, Product Management, Relationship Management
Education
Columbia University in the City of New York
B.A, Political Science
Fair Lawn High School
IBJ Schroder Management Training Program
U.S. Trust 2011 - September 2015
Wells Fargo 2010 - 2010
U.S. Trust 2003 - 2008
Charles Schwab 2000 - 2003
Citi 1989 - 2000
IBJ Schroder Bank & Trust Company 1986 - 1989
Syn-Cronamics, Inc. 1985 - 1986
Skills
Banking, CRM, Credit Cards, Cross-functional Team..., Equities, Financial Services, High Net Worth..., Leadership, Securities, Strategy, Trading, Wealth Management, Investments, Management, Management Consulting, Mergers, Payments, Portfolio Management, Product Management, Relationship Management
Education
Columbia University in the City of New York
B.A, Political Science
Fair Lawn High School
IBJ Schroder Management Training Program
Donna Courtney Donna Courtney's Charles Schwab Experience September 2008 - December 2008
Job Sr. Recruiter at Western Union
Industry Staffing and Recruiting
Experience
Western Union - Talent Acquisition (contract) December 2014 - Present
Cricket Wireless February 2010 - December 2014
Charles Schwab September 2008 - December 2008
Spencer Reed January 2007 - January 2008
Adecco April 2006 - January 2007
Adecco October 2005 - April 2006
US Air Force April 2003 - October 2005
US Navy January 2000 - January 2003
US Navy January 1983 - January 2003
US Navy January 1987 - January 1990
Skills
Talent Acquisition, Talent Management, Recruiting, Interviews, Applicant Tracking..., Sourcing, Behavioral Interviewing, Screening, Onboarding, Screening Resumes, Background Checks, Contract Recruitment, Human Resources, Job Fairs, Temporary Placement, Temporary Staffing, Management, Employee Relations, Time Management, Cold Calling, HR Policies, Search, Job Descriptions, Permanent Placement, Personnel Management, Employer Branding, Hiring, Customer Retention, Employee Engagement, Benefits Negotiation, Corporate Recruiting, Taleo, Employee Benefits, New Hire Orientations, Recruitment Advertising
Education
Columbia College
Bachelor of Arts (BA), Business Administration
Western Union - Talent Acquisition (contract) December 2014 - Present
Cricket Wireless February 2010 - December 2014
Charles Schwab September 2008 - December 2008
Spencer Reed January 2007 - January 2008
Adecco April 2006 - January 2007
Adecco October 2005 - April 2006
US Air Force April 2003 - October 2005
US Navy January 2000 - January 2003
US Navy January 1983 - January 2003
US Navy January 1987 - January 1990
Skills
Talent Acquisition, Talent Management, Recruiting, Interviews, Applicant Tracking..., Sourcing, Behavioral Interviewing, Screening, Onboarding, Screening Resumes, Background Checks, Contract Recruitment, Human Resources, Job Fairs, Temporary Placement, Temporary Staffing, Management, Employee Relations, Time Management, Cold Calling, HR Policies, Search, Job Descriptions, Permanent Placement, Personnel Management, Employer Branding, Hiring, Customer Retention, Employee Engagement, Benefits Negotiation, Corporate Recruiting, Taleo, Employee Benefits, New Hire Orientations, Recruitment Advertising
Education
Columbia College
Bachelor of Arts (BA), Business Administration
Phillip Branham's Charles Schwab Experience January 2014 - February 2015
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - February 2015
Skills
Customer Service, Sales, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Public Speaking, Leadership, Research, Social Media, Data Entry, Outlook, Facebook
Education
University of Tennessee-Knoxville 2011 — 2013
Bachelor of Arts (BA), Political Science and Public Administration
Dyersburg State Community College 2010 — 2011
Associate of Science (AS), Business Administration and Management, General
Columbia State Community College 2009 — 2010
Associate of Science (AS), Business Administration and Management, General
Spring Hill High School 2005 — 2009
High School Diploma
Charles Schwab January 2014 - February 2015
Skills
Customer Service, Sales, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Public Speaking, Leadership, Research, Social Media, Data Entry, Outlook, Facebook
Education
University of Tennessee-Knoxville 2011 — 2013
Bachelor of Arts (BA), Political Science and Public Administration
Dyersburg State Community College 2010 — 2011
Associate of Science (AS), Business Administration and Management, General
Columbia State Community College 2009 — 2010
Associate of Science (AS), Business Administration and Management, General
Spring Hill High School 2005 — 2009
High School Diploma
Brian Deane, CFP® Brian Deane, CFP®'s Charles Schwab Experience October 1991 - November 1995
Job FounderApostolic Financial Advisors, LLC
Industry Investment Management
Experience
Apostolic Financial Advisors, LLC January 2013 - Present
Vandham Securities September 2010 - January 2013
UBS Investment Bank November 2004 - May 2008
Schwab Soundview Capital Markets December 1995 - October 2004
Charles Schwab October 1991 - November 1995
Skills
Socially Responsible..., Morally Responsible..., Investment Advisory, CERTIFIED FINANCIAL..., Series 4, FINRA Series 7, Series 8, Series 9, Series 10, FINRA Series 24, Series 55, FINRA Series 63, FINRA Series 65, Catholic Theology, Catholicism, Catholic Social Teaching, Theology
Education
Seton Hall University
Master of Arts (MA), Theology/Biblical Studies
University of Alabama
Master of Science (MS), Family Financial Planning and Counseling
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
Apostolic Financial Advisors, LLC January 2013 - Present
Vandham Securities September 2010 - January 2013
UBS Investment Bank November 2004 - May 2008
Schwab Soundview Capital Markets December 1995 - October 2004
Charles Schwab October 1991 - November 1995
Skills
Socially Responsible..., Morally Responsible..., Investment Advisory, CERTIFIED FINANCIAL..., Series 4, FINRA Series 7, Series 8, Series 9, Series 10, FINRA Series 24, Series 55, FINRA Series 63, FINRA Series 65, Catholic Theology, Catholicism, Catholic Social Teaching, Theology
Education
Seton Hall University
Master of Arts (MA), Theology/Biblical Studies
University of Alabama
Master of Science (MS), Family Financial Planning and Counseling
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
David McCaslin David McCaslin's Charles Schwab Experience January 2015 - Present
Job .NET Software Developer
Industry Computer Software
Experience
Charles Schwab January 2015 - Present
Randstad Technologies US August 2014 - January 2015
Honeywell Aerospace May 2013 - August 2014
Honeywell Aerospace May 2012 - May 2013
FastTeks September 2011 - May 2012
Pikes Peak Workforce Center October 2009 - May 2012
US Army February 2007 - July 2009
US Army August 2004 - February 2007
Skills
C, C++, C#, Tcl-Tk, HTML, CSS, Bootstrap, JavaScript, jQuery, AngularJS, SQL, T-SQL, Microsoft SQL Server, Testing, Red Hat Linux, Networking, Team Leadership, Troubleshooting, Programming, Software Engineering, Databases, Visual Studio, Microsoft Office, Linux, Software Development
Education
Colorado Technical University 2009 — 2013
Bachelor's degree, Computer Engineering, Summa Cum Laude
Colorado Technical University 2009 — 2011
Associate's degree, Electronics Technology, Highest Honors
Charles Schwab January 2015 - Present
Randstad Technologies US August 2014 - January 2015
Honeywell Aerospace May 2013 - August 2014
Honeywell Aerospace May 2012 - May 2013
FastTeks September 2011 - May 2012
Pikes Peak Workforce Center October 2009 - May 2012
US Army February 2007 - July 2009
US Army August 2004 - February 2007
Skills
C, C++, C#, Tcl-Tk, HTML, CSS, Bootstrap, JavaScript, jQuery, AngularJS, SQL, T-SQL, Microsoft SQL Server, Testing, Red Hat Linux, Networking, Team Leadership, Troubleshooting, Programming, Software Engineering, Databases, Visual Studio, Microsoft Office, Linux, Software Development
Education
Colorado Technical University 2009 — 2013
Bachelor's degree, Computer Engineering, Summa Cum Laude
Colorado Technical University 2009 — 2011
Associate's degree, Electronics Technology, Highest Honors
Shawn McChesney Shawn McChesney's Charles Schwab Experience May 2013 - Present
Job Registered Rep., Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Jackson National Life Distributors LLC October 2009 - January 2013
TCF Bank March 2009 - September 2009
Charles Schwab February 2007 - February 2009
Liberty Mutual Funds January 2001 - January 2002
Charles Schwab January 1998 - January 2001
Skills
Mutual Funds, Sales, Financial Services, Series 63, Series 7, Relationship Management, Investments, Fixed Annuities, Business Development, Leadership, Management, Selling
Education
Colorado State University 1994 — 1998
B.A, Political Science
Charles Schwab May 2013 - Present
Jackson National Life Distributors LLC October 2009 - January 2013
TCF Bank March 2009 - September 2009
Charles Schwab February 2007 - February 2009
Liberty Mutual Funds January 2001 - January 2002
Charles Schwab January 1998 - January 2001
Skills
Mutual Funds, Sales, Financial Services, Series 63, Series 7, Relationship Management, Investments, Fixed Annuities, Business Development, Leadership, Management, Selling
Education
Colorado State University 1994 — 1998
B.A, Political Science
Teresa Helms's Charles Schwab Experience May 2014 - Present
Job Business Process Analyst Vendor Management
Industry Investment Management
Experience
Charles Schwab May 2014 - Present
Systems Integration Solutions April 2013 - May 2014
United Airlines November 2010 - April 2013
Ford Motor Credit Company August 1999 - October 2010
Skills
Airlines, Six Sigma, Certified Green Belt, Black Belt Trained, Microsoft Excel, Microsoft Word, SQL, Visual Basic, Crystal Reports, Oracle Reports, Microsoft Powerpoint, Microsoft Access, KPI Reports, Microsoft Publisher, MS Project, Project Management, Business Objects, Minitab, Continuous Improvement, Reports Analysis, Business Process, Business Analysis, Data Collection, Collections, Customer Service, Supervisory Experience, Operating Budgets, Budget Monitoring, Budget Setting, Public Speaking, Presentation Development, Lightroom, Photoshop, Photography, Vendor Management, Team Leadership, Microsoft Office, Team Building, Cross-functional Team..., Management, Leadership, Training, Analysis, Process Improvement
Education
Colorado Technical University 2004 — 2006
MBA, Project Management
Colorado Technical University 2002 — 2004
Bachelor of Science Arts, Project Management
Denver Technical/Devry 2000 — 2003
Associate of Science (AS), Computer Programming/Networking
Widefield High School 1995 — 1998
Charles Schwab May 2014 - Present
Systems Integration Solutions April 2013 - May 2014
United Airlines November 2010 - April 2013
Ford Motor Credit Company August 1999 - October 2010
Skills
Airlines, Six Sigma, Certified Green Belt, Black Belt Trained, Microsoft Excel, Microsoft Word, SQL, Visual Basic, Crystal Reports, Oracle Reports, Microsoft Powerpoint, Microsoft Access, KPI Reports, Microsoft Publisher, MS Project, Project Management, Business Objects, Minitab, Continuous Improvement, Reports Analysis, Business Process, Business Analysis, Data Collection, Collections, Customer Service, Supervisory Experience, Operating Budgets, Budget Monitoring, Budget Setting, Public Speaking, Presentation Development, Lightroom, Photoshop, Photography, Vendor Management, Team Leadership, Microsoft Office, Team Building, Cross-functional Team..., Management, Leadership, Training, Analysis, Process Improvement
Education
Colorado Technical University 2004 — 2006
MBA, Project Management
Colorado Technical University 2002 — 2004
Bachelor of Science Arts, Project Management
Denver Technical/Devry 2000 — 2003
Associate of Science (AS), Computer Programming/Networking
Widefield High School 1995 — 1998
Sandra Staves Sandra Staves's Charles Schwab Experience April 1999 - June 2009
Job Fraud Watch Network at AARP
Industry Nonprofit Organization Management
Experience
AARP May 2014 - Present
AARP Foundation August 2012 - March 2014
Charles Schwab April 1999 - June 2009
Skills
Strategic Planning, Leadership, Marketing, Public Relations, Event Planning, Public Speaking, Salesforce.com, Strategic Communications, Marketing Communications, Fundraising, Strategic Partnerships, Media Relations, Community Outreach
Education
Colorado State University
AARP May 2014 - Present
AARP Foundation August 2012 - March 2014
Charles Schwab April 1999 - June 2009
Skills
Strategic Planning, Leadership, Marketing, Public Relations, Event Planning, Public Speaking, Salesforce.com, Strategic Communications, Marketing Communications, Fundraising, Strategic Partnerships, Media Relations, Community Outreach
Education
Colorado State University
Tim Rawls Tim Rawls's Charles Schwab Experience October 2014 - Present
Job Managing Director, Corporate Vendor Management and Strategic Sourcing
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
First Data Corporation February 2004 - September 2014
CoBank 1987 - 2001
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Process Improvement, Procure-to-Pay, Global Sourcing, Procurement, E-procurement, Supply Management, Contract Negotiation, Spend Analysis, Forecasting, Spend Management, Change Management, Business Process..., Cross-functional Team..., RFP, Risk Management, Acquisition Integration, Contract Management, Purchasing, Supply Chain Management, SAP, Six Sigma, Supply Chain, Supplier Negotiation, Negotiation, Management
Education
Columbia College 1984 — 1987
Bachelor of Science, Accounting and Business Administration
Charles Schwab October 2014 - Present
First Data Corporation February 2004 - September 2014
CoBank 1987 - 2001
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Process Improvement, Procure-to-Pay, Global Sourcing, Procurement, E-procurement, Supply Management, Contract Negotiation, Spend Analysis, Forecasting, Spend Management, Change Management, Business Process..., Cross-functional Team..., RFP, Risk Management, Acquisition Integration, Contract Management, Purchasing, Supply Chain Management, SAP, Six Sigma, Supply Chain, Supplier Negotiation, Negotiation, Management
Education
Columbia College 1984 — 1987
Bachelor of Science, Accounting and Business Administration
Peter Lundberg Peter Lundberg's Charles Schwab Experience 1995 - 2000
Job Chief Financial Officer at Community Housing Opportunities Corp
Industry Real Estate
Experience
Community Housing Opportunities Corp April 2008 - Present
Kaiser Permanente 2006 - 2007
Charles Schwab & Co - Corporate Real Estate Group January 2002 - February 2005
Our Town LLC 1995 - 2003
Charles Schwab 1995 - 2000
American Continental Properties 1985 - 1989
Skills
Financial Reporting, Corporate Finance, Strategic Financial..., Investments, Financial Analysis, Asset Managment, Finance, Managerial Finance, Forecasting, Accounting, Strategy, Budgets, Asset Management, Start-ups, Mergers & Acquisitions, Management, Banking, Financial Planning, Valuation
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of California, Santa Barbara
B.A., Economics, Math
Community Housing Opportunities Corp April 2008 - Present
Kaiser Permanente 2006 - 2007
Charles Schwab & Co - Corporate Real Estate Group January 2002 - February 2005
Our Town LLC 1995 - 2003
Charles Schwab 1995 - 2000
American Continental Properties 1985 - 1989
Skills
Financial Reporting, Corporate Finance, Strategic Financial..., Investments, Financial Analysis, Asset Managment, Finance, Managerial Finance, Forecasting, Accounting, Strategy, Budgets, Asset Management, Start-ups, Mergers & Acquisitions, Management, Banking, Financial Planning, Valuation
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of California, Santa Barbara
B.A., Economics, Math
Tom Kerby Tom Kerby's Charles Schwab Experience December 1997 - June 2010
Job Sr. V.P. Secondary at V.I.P. Mortgage, Inc.
Industry Banking
Experience
V.I.P. Mortgage, Inc. June 2010 - Present
Charles Schwab December 1997 - June 2010
Education
Colorado State University 1990 — 1994
Graphic Design, Business and Economics
V.I.P. Mortgage, Inc. June 2010 - Present
Charles Schwab December 1997 - June 2010
Education
Colorado State University 1990 — 1994
Graphic Design, Business and Economics
Paul Traxinger Paul Traxinger's Charles Schwab Experience November 2006 - February 2009
Job Vice President Project Management at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West May 2015 - Present
Mechanics Bank May 2010 - October 2014
Wells Fargo August 2009 - May 2010
Charles Schwab November 2006 - February 2009
Wells Fargo & Co May 2003 - May 2006
Charles Schwab 2001 - 2003
Charles Schwab 1997 - 2001
Skills
Business Analysis, Project Management, Data Analysis, Process Improvement, Vendor Management, Banking, Program Management, Management, Analysis, Leadership, Business Process, Business Strategy, Databases, Budgets, Product Management, Strategy, CRM
Education
University of California, Berkeley 2005 — 2007
Colorado State University-Pueblo
BSBA
Niwot High School
Bank of the West May 2015 - Present
Mechanics Bank May 2010 - October 2014
Wells Fargo August 2009 - May 2010
Charles Schwab November 2006 - February 2009
Wells Fargo & Co May 2003 - May 2006
Charles Schwab 2001 - 2003
Charles Schwab 1997 - 2001
Skills
Business Analysis, Project Management, Data Analysis, Process Improvement, Vendor Management, Banking, Program Management, Management, Analysis, Leadership, Business Process, Business Strategy, Databases, Budgets, Product Management, Strategy, CRM
Education
University of California, Berkeley 2005 — 2007
Colorado State University-Pueblo
BSBA
Niwot High School
Gregory M Jones Gregory M Jones's Charles Schwab Experience 2000 - 2005
Job System Specialist at UPS
Industry Computer Networking
Experience
UPS October 2014 - Present
Gregory Jones, Independent Contractor June 2012 - October 2014
Home health care January 2012 - June 2012
General Dynamics Information Technology 2005 - August 2011
Charles Schwab 2000 - 2005
EDS Blue Shield 1996 - 1999
United States Air Force 1976 - 1985
Skills
ITIL, MCP, System Administration, Active Directory, Remedy, Network Administration, Servers, XP, TCP/IP, Hardware, Computer Hardware, Troubleshooting, Operating Systems, Antivirus, DNS, Windows Server, Network Security, Disaster Recovery, Workstations, Windows Server 2003, DHCP, Security+, Group Policy, Security, Microsoft Exchange, BMC Remedy, IT Management, Microsoft Certified..., Linux, Windows, Software Installation, Networking, Software Documentation, IT Service Management, Information Security, Information Technology, Technical Support, Citrix, SAN, Testing, System Deployment, VMware, VPN, Computer Security, Firewalls, Windows XP, Windows 7, Routers, Laptops, Cisco Technologies
Education
Community College of the Air Force 1976 — 1985
Communications Technology/Technician
University of Hawaii at Manoa 1979 — 1981
Electrical engineering
strong vincent 1973 — 1978
High School Diploma, College prep
Moorpark College
Engineering Technology, General
UPS October 2014 - Present
Gregory Jones, Independent Contractor June 2012 - October 2014
Home health care January 2012 - June 2012
General Dynamics Information Technology 2005 - August 2011
Charles Schwab 2000 - 2005
EDS Blue Shield 1996 - 1999
United States Air Force 1976 - 1985
Skills
ITIL, MCP, System Administration, Active Directory, Remedy, Network Administration, Servers, XP, TCP/IP, Hardware, Computer Hardware, Troubleshooting, Operating Systems, Antivirus, DNS, Windows Server, Network Security, Disaster Recovery, Workstations, Windows Server 2003, DHCP, Security+, Group Policy, Security, Microsoft Exchange, BMC Remedy, IT Management, Microsoft Certified..., Linux, Windows, Software Installation, Networking, Software Documentation, IT Service Management, Information Security, Information Technology, Technical Support, Citrix, SAN, Testing, System Deployment, VMware, VPN, Computer Security, Firewalls, Windows XP, Windows 7, Routers, Laptops, Cisco Technologies
Education
Community College of the Air Force 1976 — 1985
Communications Technology/Technician
University of Hawaii at Manoa 1979 — 1981
Electrical engineering
strong vincent 1973 — 1978
High School Diploma, College prep
Moorpark College
Engineering Technology, General
Tomasz Krawczyk Tomasz Krawczyk's Charles Schwab Experience January 2015 - Present
Job Managing Director, Independent Branch Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab April 2011 - Present
Booz & Company October 2006 - April 2011
Merrill Lynch 2000 - 2005
Skills
Financial Modeling, Business Strategy, Management, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Strategic Planning
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1995 — 1999
BS, Computer and Systems Engineering
Charles Schwab January 2015 - Present
Charles Schwab April 2011 - Present
Booz & Company October 2006 - April 2011
Merrill Lynch 2000 - 2005
Skills
Financial Modeling, Business Strategy, Management, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Strategic Planning
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1995 — 1999
BS, Computer and Systems Engineering
Susan Renton's Charles Schwab Experience March 2013 - Present
Job Charles SchwabBroker
Industry Higher Education
Experience
Charles Schwab March 2013 - Present
ESM January 2008 - Present
Douglas County Dyslexia Resource Group January 2003 - December 2007
Data Doctors May 2005 - June 2007
First Interstate Bank of Denver June 1986 - June 1992
Blue Cross and Blue Shield of Colorado September 1983 - May 1986
Skills
Sales, Customer Service, Cold Calling, Investments, Fundraising, Leadership, Advocacy, Building Relationships
Education
Colorado State University
Bachelor of Science, Business Administration and Management, General
Charles Schwab March 2013 - Present
ESM January 2008 - Present
Douglas County Dyslexia Resource Group January 2003 - December 2007
Data Doctors May 2005 - June 2007
First Interstate Bank of Denver June 1986 - June 1992
Blue Cross and Blue Shield of Colorado September 1983 - May 1986
Skills
Sales, Customer Service, Cold Calling, Investments, Fundraising, Leadership, Advocacy, Building Relationships
Education
Colorado State University
Bachelor of Science, Business Administration and Management, General
Pam Berlin Renall's Charles Schwab Experience March 2000 - December 2002
Job Vice President Sales Operations, at National CineMedia (NCM)
Industry Marketing and Advertising
Experience
National CineMedia (NCM) December 2010 - Present
National CineMedia (NCM) 2005 - 2010
National CineMedia (NCM) 2002 - 2005
Charles Schwab March 2000 - December 2002
Dish Network April 1998 - March 2000
Charles Schwab October 1993 - April 1998
Skills
Sales Operations, Advertising, Marketing, Project Planning, Advertising Sales, Strategy, Budgets, Broadcast, Risk Management, Strategic Partnerships, Leadership, Marketing Strategy, Digital Media, Social Media, Online Advertising, Process Simulation, Project Management, Marketing Communications, Media Planning, Entertainment, Account Management, Cross-functional Team..., Business Development, Problem Solving, Operations Management, Online Marketing, P&L Management, Salesforce.com, Social Media Marketing, Cross Functional Team..., Strategic Planning, Event Management, Team Building, Television
Education
Colorado State University 1988 — 2003
National CineMedia (NCM) December 2010 - Present
National CineMedia (NCM) 2005 - 2010
National CineMedia (NCM) 2002 - 2005
Charles Schwab March 2000 - December 2002
Dish Network April 1998 - March 2000
Charles Schwab October 1993 - April 1998
Skills
Sales Operations, Advertising, Marketing, Project Planning, Advertising Sales, Strategy, Budgets, Broadcast, Risk Management, Strategic Partnerships, Leadership, Marketing Strategy, Digital Media, Social Media, Online Advertising, Process Simulation, Project Management, Marketing Communications, Media Planning, Entertainment, Account Management, Cross-functional Team..., Business Development, Problem Solving, Operations Management, Online Marketing, P&L Management, Salesforce.com, Social Media Marketing, Cross Functional Team..., Strategic Planning, Event Management, Team Building, Television
Education
Colorado State University 1988 — 2003
Fernando Arias's Charles Schwab Experience February 1995 - January 1997
Job Director, Strategic Initiatives at American Society of Interior Designers
Industry Nonprofit Organization Management
Experience
American Society of Interior Designers September 2014 - Present
Clinton Global Initiative January 2014 - September 2014
Accenture June 2013 - September 2013
NYC Mayor's Office of Long Term Planning & Sustainability January 2013 - May 2013
Millennium Cities Initiative, The Earth Institute January 2012 - May 2012
Moed de Armas & Shannon Architects January 2006 - May 2011
Mollenhauer Group June 2004 - January 2006
US Navy - Reserves September 1998 - August 2000
Charles Schwab February 1995 - January 1997
US Army January 1992 - January 1995
Education
Columbia University - School of International and Public Affairs 2012 — 2013
Master of Public Administration (MPA)
Columbia University - Graduate School of Architecture, Planning and Preservation 2011 — 2012
Master of Science (MSc.)
Southern California Institute of Architecture 2000 — 2005
Bachelor of Architecture
i2a Istituto Internazionale di Architettura 2004 — 2004
Study Abroad
American Society of Interior Designers September 2014 - Present
Clinton Global Initiative January 2014 - September 2014
Accenture June 2013 - September 2013
NYC Mayor's Office of Long Term Planning & Sustainability January 2013 - May 2013
Millennium Cities Initiative, The Earth Institute January 2012 - May 2012
Moed de Armas & Shannon Architects January 2006 - May 2011
Mollenhauer Group June 2004 - January 2006
US Navy - Reserves September 1998 - August 2000
Charles Schwab February 1995 - January 1997
US Army January 1992 - January 1995
Education
Columbia University - School of International and Public Affairs 2012 — 2013
Master of Public Administration (MPA)
Columbia University - Graduate School of Architecture, Planning and Preservation 2011 — 2012
Master of Science (MSc.)
Southern California Institute of Architecture 2000 — 2005
Bachelor of Architecture
i2a Istituto Internazionale di Architettura 2004 — 2004
Study Abroad
Renee Khandelwal Renee Khandelwal's Charles Schwab Experience September 2007 - January 2009
Job Client Service Manager at Matter Family Office
Industry Financial Services
Experience
Matter Family Office March 2014 - Present
M. J. Smith and Associates August 2013 - March 2014
Chrome Asset Management August 2012 - December 2012
Signature Financial Management September 2010 - August 2012
Charles Schwab September 2007 - January 2009
Education
Colorado State University 2001 — 2005
B.A., Sociology, Concentration Criminology
Matter Family Office March 2014 - Present
M. J. Smith and Associates August 2013 - March 2014
Chrome Asset Management August 2012 - December 2012
Signature Financial Management September 2010 - August 2012
Charles Schwab September 2007 - January 2009
Education
Colorado State University 2001 — 2005
B.A., Sociology, Concentration Criminology
Lea (Fargeon) Henley, PMP, CSM Lea (Fargeon) Henley, PMP, CSM's Charles Schwab Experience July 2015 - Present
Job Sr. Project Manager, PMP, CSM
Industry Information Technology and Services
Experience
Charles Schwab July 2015 - Present
Neubus Inc. December 2013 - July 2015
Booker Software Inc. October 2012 - August 2013
Von One Inc. 2008 - October 2012
Dada Entertainment-SONY BMG 2007 - 2008
Precision Valve Corporation 2005 - 2007
Oorah Inc. 2004 - 2005
PRO CD Informatique 2003 - 2004
Skills
Unix, SQL, Solaris, SDLC, Databases, Microsoft SQL Server, Agile Methodologies, Linux, Integration, Software Development, PHP, Perl, Scrum, MySQL, Software Documentation, Software Engineering, Project Management, Web Applications, Quality Assurance, UML, Access, ASP.NET, Troubleshooting, C, Management, Business Strategy, Budgets, Windows, Analysis, CSS, Program Management, Visio, XML
Education
Columbia University in the City of New York
Chemistry
Université Paris Nord- Paris 13 2000 — 2003
Master of Science (M.S.), Electrical and Electronics Engineering
Université Nancy 2 1998 — 2002
Bachelor's degree, American/United States Studies/Civilization
Université de Franche-Comté 1998 — 2000
Pre-Engineering Degree, Mathematics, Computer Science and Applications to Sciences
Charles Schwab July 2015 - Present
Neubus Inc. December 2013 - July 2015
Booker Software Inc. October 2012 - August 2013
Von One Inc. 2008 - October 2012
Dada Entertainment-SONY BMG 2007 - 2008
Precision Valve Corporation 2005 - 2007
Oorah Inc. 2004 - 2005
PRO CD Informatique 2003 - 2004
Skills
Unix, SQL, Solaris, SDLC, Databases, Microsoft SQL Server, Agile Methodologies, Linux, Integration, Software Development, PHP, Perl, Scrum, MySQL, Software Documentation, Software Engineering, Project Management, Web Applications, Quality Assurance, UML, Access, ASP.NET, Troubleshooting, C, Management, Business Strategy, Budgets, Windows, Analysis, CSS, Program Management, Visio, XML
Education
Columbia University in the City of New York
Chemistry
Université Paris Nord- Paris 13 2000 — 2003
Master of Science (M.S.), Electrical and Electronics Engineering
Université Nancy 2 1998 — 2002
Bachelor's degree, American/United States Studies/Civilization
Université de Franche-Comté 1998 — 2000
Pre-Engineering Degree, Mathematics, Computer Science and Applications to Sciences
Chad Washington's Charles Schwab Experience June 2015 - August 2015
Job Treasury Department, Securities Lending Summer Analyst at Charles Schwab
Industry Sports
Experience
Charles Schwab June 2015 - August 2015
District Office of Congresswoman Barbara Lee February 2015 - May 2015
Kevin Blackburn for Oakland City Council, District 2 September 2014 - November 2014
Kasowitz, Benson, Torres & Friedman LLP June 2014 - August 2014
Columbia University Event Management January 2013 - May 2014
Phenom June 2013 - September 2013
Columbia Law School May 2012 - August 2012
CUTCO Cutlery February 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Leadership, Public Speaking, Sales, Social Networking, Project Management, Management, Networking, Event Planning, Financial Services, Research, Communication, Marketing, Data Analysis, Data Entry, Presentations, Social Media, Editing, Team Building, Stata, R, Time Management, Event Management, Spanish, Social Media Marketing, Team-oriented, Microsoft Office, Microsoft Word, Team Leadership, Training, Team Management, College Football, Security, Lifting Operations, Heavy Lifting
Education
Columbia University in the City of New York 2011 — 2015
Bishop O'Dowd High School 2007 — 2011
High School Diploma
Charles Schwab June 2015 - August 2015
District Office of Congresswoman Barbara Lee February 2015 - May 2015
Kevin Blackburn for Oakland City Council, District 2 September 2014 - November 2014
Kasowitz, Benson, Torres & Friedman LLP June 2014 - August 2014
Columbia University Event Management January 2013 - May 2014
Phenom June 2013 - September 2013
Columbia Law School May 2012 - August 2012
CUTCO Cutlery February 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Leadership, Public Speaking, Sales, Social Networking, Project Management, Management, Networking, Event Planning, Financial Services, Research, Communication, Marketing, Data Analysis, Data Entry, Presentations, Social Media, Editing, Team Building, Stata, R, Time Management, Event Management, Spanish, Social Media Marketing, Team-oriented, Microsoft Office, Microsoft Word, Team Leadership, Training, Team Management, College Football, Security, Lifting Operations, Heavy Lifting
Education
Columbia University in the City of New York 2011 — 2015
Bishop O'Dowd High School 2007 — 2011
High School Diploma
Krystal Conrad's Charles Schwab Experience April 2015 - Present
Job Information Security Risk Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2015 - Present
Randstad Technologies -- Charles Schwab May 2014 - April 2015
US Fish and Wildlife Service April 2013 - February 2014
USAF October 2012 - December 2012
United States Air Force January 2012 - September 2012
United States Air Force August 2011 - January 2012
United States Air Force April 2010 - August 2011
United States Air Force September 2007 - April 2010
United States Air Force March 2007 - September 2007
Skills
Security, Information Assurance, Military Experience, Troubleshooting, DoD, Microsoft Office, Security Clearance, Network Security, Military, Software Documentation, Active Directory, Cyber-security, Active TS/SCI Clearance, Network Administration, Office Administration, Customer Relations, Vulnerability Management, Risk Management, Project Coordination, IT Security Policies, Policies & Procedures..., Information Security, Data Analysis, Mitigation Strategies, Security Controls, Collaborative Leadership, Database Queries, Discussion Facilitation, Archer, C&A, IT Security Assessments, IT Security Operations, IT Security Best...
Education
Colorado Technical University 2014 — 2015
Master’s Degree, Information Technology -- Security Management
LeaderQUEST 2014 — 2014
Microsoft SQL Server Training
University of Maryland University College 2011 — 2013
Bachelor of Science (BS), Accounting and Business/Management, 3.5
University of Maryland University College 2008 — 2011
Associate of Arts (A.A.), Business Management, 3.3
Community College of the Air Force 2007 — 2010
A.A., Information Systems Technology, December 2010, Information Systems Technology, 3.7
Charles Schwab April 2015 - Present
Randstad Technologies -- Charles Schwab May 2014 - April 2015
US Fish and Wildlife Service April 2013 - February 2014
USAF October 2012 - December 2012
United States Air Force January 2012 - September 2012
United States Air Force August 2011 - January 2012
United States Air Force April 2010 - August 2011
United States Air Force September 2007 - April 2010
United States Air Force March 2007 - September 2007
Skills
Security, Information Assurance, Military Experience, Troubleshooting, DoD, Microsoft Office, Security Clearance, Network Security, Military, Software Documentation, Active Directory, Cyber-security, Active TS/SCI Clearance, Network Administration, Office Administration, Customer Relations, Vulnerability Management, Risk Management, Project Coordination, IT Security Policies, Policies & Procedures..., Information Security, Data Analysis, Mitigation Strategies, Security Controls, Collaborative Leadership, Database Queries, Discussion Facilitation, Archer, C&A, IT Security Assessments, IT Security Operations, IT Security Best...
Education
Colorado Technical University 2014 — 2015
Master’s Degree, Information Technology -- Security Management
LeaderQUEST 2014 — 2014
Microsoft SQL Server Training
University of Maryland University College 2011 — 2013
Bachelor of Science (BS), Accounting and Business/Management, 3.5
University of Maryland University College 2008 — 2011
Associate of Arts (A.A.), Business Management, 3.3
Community College of the Air Force 2007 — 2010
A.A., Information Systems Technology, December 2010, Information Systems Technology, 3.7
Brynly Llyr's Charles Schwab Experience 1993 - 2000
Job Senior Director, Patents, M&A and Technology at PayPal
Industry Law Practice
Experience
PayPal June 2015 - Present
eBay Inc. June 2011 - Present
O'Melveny & Myers LLP October 2005 - May 2011
Northern District of California August 2004 - August 2005
The Online 401(k) 2000 - 2001
Charles Schwab 1993 - 2000
Skills
Civil Litigation, Litigation, Commercial Litigation, Corporate Governance, Licensing, Criminal Law, Corporate Law, Copyright Law, Class Actions, Trademarks, Appeals, Employment Law, Legal Research, Trademark Infringement, Cyberlaw, Securities Regulation, International Law, Litigation Support, Torts, Leadership, Privacy Law
Education
University of California, Berkeley - School of Law 2001 — 2004
Juris Doctor (J.D.), Law, Order of the Coif
Mills College 1997 — 1999
BA, Sociology
Columbia College (NY) 1991 — 1992
PayPal June 2015 - Present
eBay Inc. June 2011 - Present
O'Melveny & Myers LLP October 2005 - May 2011
Northern District of California August 2004 - August 2005
The Online 401(k) 2000 - 2001
Charles Schwab 1993 - 2000
Skills
Civil Litigation, Litigation, Commercial Litigation, Corporate Governance, Licensing, Criminal Law, Corporate Law, Copyright Law, Class Actions, Trademarks, Appeals, Employment Law, Legal Research, Trademark Infringement, Cyberlaw, Securities Regulation, International Law, Litigation Support, Torts, Leadership, Privacy Law
Education
University of California, Berkeley - School of Law 2001 — 2004
Juris Doctor (J.D.), Law, Order of the Coif
Mills College 1997 — 1999
BA, Sociology
Columbia College (NY) 1991 — 1992
Theda Bruns Theda Bruns's Charles Schwab Experience February 2013 - Present
Job Verification Specialist at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab February 2013 - Present
IOS-Kaiser February 2012 - May 2013
TIAA-CREF December 2005 - August 2011
Pacific Care August 2004 - July 2005
Intercare October 1996 - October 2002
Skills
Employee Benefits, Temporary Placement, Staffing Services, PeopleSoft, Recruiting, Microsoft Excel, Contract Recruitment, Talent Acquisition, Payroll, Customer Service, Temporary Staffing, Outlook, Human Resources, Software Documentation, Insurance, Customer Satisfaction, Employee Recognition, Employee Engagement
Education
Metropolitan State University 2012 — 2018
B.A, Psychology, B
Community College of Denver 2008 — 2012
Associates, Art Denver, A
Charles Schwab February 2013 - Present
IOS-Kaiser February 2012 - May 2013
TIAA-CREF December 2005 - August 2011
Pacific Care August 2004 - July 2005
Intercare October 1996 - October 2002
Skills
Employee Benefits, Temporary Placement, Staffing Services, PeopleSoft, Recruiting, Microsoft Excel, Contract Recruitment, Talent Acquisition, Payroll, Customer Service, Temporary Staffing, Outlook, Human Resources, Software Documentation, Insurance, Customer Satisfaction, Employee Recognition, Employee Engagement
Education
Metropolitan State University 2012 — 2018
B.A, Psychology, B
Community College of Denver 2008 — 2012
Associates, Art Denver, A
Jim Sea's Charles Schwab Experience April 2000 - July 2003
Job Award Winning Screenwriter and Producer at Breaking the Cycle Films
Industry Broadcast Media
Experience
Breaking the Cycle Films January 2012 - Present
Charleston Real Estate June 1997 - Present
Colorado Film School September 2011 - May 2014
Charles Schwab April 2000 - July 2003
Family Crisis Counseling Service August 1991 - July 1993
EDS Group March 1985 - December 1987
Nortel Networks May 1980 - January 1985
Skills
Video Editing, Film, Television, Video Production, Video, Screenwriting, Real Estate, Film Production, Short Films, Independent Film, Film Actor, Character Actor, Acting, Feature Films, Commercials, Entertainment, Directing, Cinematography, Photography, Music Videos, Voice Over, Producing, Post Production, HD Video, Videography, Storytelling, Casting, Production Managment, Media Production, Creative Writing
Education
Colorado Film School 2011 — 2013
Certificate, Screenwriting
University of Denver 1990 — 1992
Master of Social Work (MSW), Family and Chidren, 3.42
Iliff School of Theology 1988 — 1992
Master of Divinity (M.Div.), Pastoral Counseling and Specialized Ministries
Concordia College 1976 — 1978
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Breaking the Cycle Films January 2012 - Present
Charleston Real Estate June 1997 - Present
Colorado Film School September 2011 - May 2014
Charles Schwab April 2000 - July 2003
Family Crisis Counseling Service August 1991 - July 1993
EDS Group March 1985 - December 1987
Nortel Networks May 1980 - January 1985
Skills
Video Editing, Film, Television, Video Production, Video, Screenwriting, Real Estate, Film Production, Short Films, Independent Film, Film Actor, Character Actor, Acting, Feature Films, Commercials, Entertainment, Directing, Cinematography, Photography, Music Videos, Voice Over, Producing, Post Production, HD Video, Videography, Storytelling, Casting, Production Managment, Media Production, Creative Writing
Education
Colorado Film School 2011 — 2013
Certificate, Screenwriting
University of Denver 1990 — 1992
Master of Social Work (MSW), Family and Chidren, 3.42
Iliff School of Theology 1988 — 1992
Master of Divinity (M.Div.), Pastoral Counseling and Specialized Ministries
Concordia College 1976 — 1978
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Victoria McConnell Victoria McConnell's Charles Schwab Experience 2011 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Charles Schwab 2009 - 2011
Skills
General Securities..., Series 7, Series 63, Finance, Investments, Financial Markets, Microsoft Excel
Education
Colorado State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Charles Schwab 2011 - Present
Charles Schwab 2009 - 2011
Skills
General Securities..., Series 7, Series 63, Finance, Investments, Financial Markets, Microsoft Excel
Education
Colorado State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
april quigley april quigley's Charles Schwab Experience May 2000 - August 2002
Job
Industry Marketing and Advertising
Experience
Liberty Mutual Insurance November 2011 - Present
Dialogue Marketing Communications February 2003 - May 2006
Charles Schwab May 2000 - August 2002
Education
Case Western Reserve University - Weatherhead School of Management 1999 — 2002
Master of Business Administration (MBA), Marketing
Columbia University in the City of New York 1992 — 1995
Bachelor of Arts (BA), English Language and Literature/Letters
Liberty Mutual Insurance November 2011 - Present
Dialogue Marketing Communications February 2003 - May 2006
Charles Schwab May 2000 - August 2002
Education
Case Western Reserve University - Weatherhead School of Management 1999 — 2002
Master of Business Administration (MBA), Marketing
Columbia University in the City of New York 1992 — 1995
Bachelor of Arts (BA), English Language and Literature/Letters
Peter Jennings Peter Jennings's Charles Schwab Experience June 2011 - October 2012
Job Co Founder at FANTASY LABS
Industry Internet
Experience
FANTASY LABS January 2015 - Present
DraftKings, Inc. February 2014 - Present
StarStreet - The Sports Stock Market 2012 - January 2014
Charles Schwab June 2011 - October 2012
ARAMARK 2004 - 2012
Skills
Sports Analytics, Finance, Online Poker, Daily fantasy Sports, Start-ups
Education
Colorado State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
FANTASY LABS January 2015 - Present
DraftKings, Inc. February 2014 - Present
StarStreet - The Sports Stock Market 2012 - January 2014
Charles Schwab June 2011 - October 2012
ARAMARK 2004 - 2012
Skills
Sports Analytics, Finance, Online Poker, Daily fantasy Sports, Start-ups
Education
Colorado State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Nelson Guinn Nelson Guinn's Charles Schwab Experience February 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Wells Fargo August 2013 - January 2015
Wells Fargo November 2012 - August 2013
Carrabba's Italian Grill November 2011 - October 2012
Red Robin November 2010 - June 2011
Pacific Sunwear November 2010 - April 2011
5 Minute Rock Chip Express May 2010 - August 2010
Pacific Sunwear August 2008 - August 2009
Skills
Leadership, Public Speaking, Sales, Customer Service, Sports, Public Relations, Social Networking, Teamwork, Able To Work Under..., Able To Multi-task, Banking Solutions, Banking, Coaching, Teaching, Patience, Long-term Customer..., Budgeting, Team Motivation, Engaging People, Ethics
Education
Colorado State University 2009 — 2013
Bachelor of Liberal Arts, Communication and Media Studies
Liberty High School 2006 — 2009
High School Diploma, General Education
Charles Schwab February 2015 - Present
Wells Fargo August 2013 - January 2015
Wells Fargo November 2012 - August 2013
Carrabba's Italian Grill November 2011 - October 2012
Red Robin November 2010 - June 2011
Pacific Sunwear November 2010 - April 2011
5 Minute Rock Chip Express May 2010 - August 2010
Pacific Sunwear August 2008 - August 2009
Skills
Leadership, Public Speaking, Sales, Customer Service, Sports, Public Relations, Social Networking, Teamwork, Able To Work Under..., Able To Multi-task, Banking Solutions, Banking, Coaching, Teaching, Patience, Long-term Customer..., Budgeting, Team Motivation, Engaging People, Ethics
Education
Colorado State University 2009 — 2013
Bachelor of Liberal Arts, Communication and Media Studies
Liberty High School 2006 — 2009
High School Diploma, General Education
Roger Vanasse Roger Vanasse's Charles Schwab Experience January 1997 - January 1999
Job Sales & Marketing Professional
Industry Marketing and Advertising
Experience
J.S. Paluch Company, Inc. August 2003 - Present
J.S. Paluch Company, Inc. January 2008 - January 2011
JS Paluch Company, Inc January 2003 - January 2011
J.S. Paluch Company, Inc. 2003 - 2011
J.S. Paluch Company, Inc. January 2003 - January 2008
Liturgical Publications, Inc January 2001 - January 2003
IDEX Mutual Funds January 1999 - January 2001
Charles Schwab January 1997 - January 1999
Morgan Stanley Dean Witter January 1996 - January 1997
Skills
Social Media, Account Management, Advertising, Marketing Strategy, Marketing Communications, New Business Development, Marketing, Sales, Online Advertising, Social Media Marketing, Sales Management, Digital Marketing, Digital Media, Publishing, B2B, Customer Service, Public Relations, Editing, Microsoft Office, Email Marketing
Education
Colorado Technical University 2001 — 2003
Studies, Business and Project Management
Robbins Research International, Inc 1996 — 1997
Pikes Peak Community College 1991 — 1993
General Studies
J.S. Paluch Company, Inc. August 2003 - Present
J.S. Paluch Company, Inc. January 2008 - January 2011
JS Paluch Company, Inc January 2003 - January 2011
J.S. Paluch Company, Inc. 2003 - 2011
J.S. Paluch Company, Inc. January 2003 - January 2008
Liturgical Publications, Inc January 2001 - January 2003
IDEX Mutual Funds January 1999 - January 2001
Charles Schwab January 1997 - January 1999
Morgan Stanley Dean Witter January 1996 - January 1997
Skills
Social Media, Account Management, Advertising, Marketing Strategy, Marketing Communications, New Business Development, Marketing, Sales, Online Advertising, Social Media Marketing, Sales Management, Digital Marketing, Digital Media, Publishing, B2B, Customer Service, Public Relations, Editing, Microsoft Office, Email Marketing
Education
Colorado Technical University 2001 — 2003
Studies, Business and Project Management
Robbins Research International, Inc 1996 — 1997
Pikes Peak Community College 1991 — 1993
General Studies
Tyler Hoelting Tyler Hoelting's Charles Schwab Experience August 2000 - December 2001
Job President
Industry Internet
Experience
Smash Loud, LLC January 2013 - Present
EvoLeads January 2013 - March 2015
eFlow Media, LLC May 2010 - December 2012
GetAds, LLC September 2008 - March 2010
Media Breakaway, LLC October 2005 - May 2008
Yellow Book USA July 2003 - September 2005
Ameriquest Mortgage February 2002 - June 2003
Charles Schwab August 2000 - December 2001
Skills
Lead Generation, Affiliate Marketing, Media Buying, Advertising, Marketing, PPC, Account Management, Email Marketing, Online Lead Generation, Online Advertising, SEO, Online Marketing, Social Media Marketing, Selling, Google Adwords, Marketing Strategy, Mobile Marketing, Digital Marketing, Strategic Communications, Google Analytics, Entrepreneurship, Internet Strategy, Internet Services, Public Relations, Business Development, SEM, Web Marketing, Conversion Optimization, Customer Acquisition, Affiliate Management, Strategy, Display Advertising, Search Advertising, Web Analytics, Business Performance..., Digital Strategy, Ad Networks, Mobile Advertising, E-commerce, Direct Marketing, Campaign Management, Landing Page..., Affiliate Networks, Interactive Marketing, CPL, Keyword Research, Social Marketing, Analytics, Digital Media, Ad Serving
Education
Colorado State University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Smash Loud, LLC January 2013 - Present
EvoLeads January 2013 - March 2015
eFlow Media, LLC May 2010 - December 2012
GetAds, LLC September 2008 - March 2010
Media Breakaway, LLC October 2005 - May 2008
Yellow Book USA July 2003 - September 2005
Ameriquest Mortgage February 2002 - June 2003
Charles Schwab August 2000 - December 2001
Skills
Lead Generation, Affiliate Marketing, Media Buying, Advertising, Marketing, PPC, Account Management, Email Marketing, Online Lead Generation, Online Advertising, SEO, Online Marketing, Social Media Marketing, Selling, Google Adwords, Marketing Strategy, Mobile Marketing, Digital Marketing, Strategic Communications, Google Analytics, Entrepreneurship, Internet Strategy, Internet Services, Public Relations, Business Development, SEM, Web Marketing, Conversion Optimization, Customer Acquisition, Affiliate Management, Strategy, Display Advertising, Search Advertising, Web Analytics, Business Performance..., Digital Strategy, Ad Networks, Mobile Advertising, E-commerce, Direct Marketing, Campaign Management, Landing Page..., Affiliate Networks, Interactive Marketing, CPL, Keyword Research, Social Marketing, Analytics, Digital Media, Ad Serving
Education
Colorado State University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Daniel Stoneburner Daniel Stoneburner's Charles Schwab Experience October 2012 - April 2015
Job Consultant at Headspring Systems
Industry Computer Software
Experience
Headspring Systems April 2015 - Present
Charles Schwab October 2012 - April 2015
Morningstar August 2011 - August 2012
Concordia University at Austin October 2009 - April 2012
Camp Lutherhaven April 2011 - August 2011
Camp Lutherhaven May 2010 - August 2010
Skills
Java, Software Development, Design Patterns, MongoDB, Splunk, Project Coordination, Python, Leadership, Team-oriented, Android Development, Hadoop, NoSQL, DevOps, Scala, Spring, C#, Xamarin, Google App Engine, GWT, Spring MVC, Agile Methodologies, Enterprise Software
Education
Georgia Institute of Technology 2014 — 2017
Master of Science (MS), Computer Science
Concordia University-Austin 2009 — 2012
Bachelor of Science (BS), Computer Science
Foster High School 2005 — 2009
High School Diploma, 2009
Headspring Systems April 2015 - Present
Charles Schwab October 2012 - April 2015
Morningstar August 2011 - August 2012
Concordia University at Austin October 2009 - April 2012
Camp Lutherhaven April 2011 - August 2011
Camp Lutherhaven May 2010 - August 2010
Skills
Java, Software Development, Design Patterns, MongoDB, Splunk, Project Coordination, Python, Leadership, Team-oriented, Android Development, Hadoop, NoSQL, DevOps, Scala, Spring, C#, Xamarin, Google App Engine, GWT, Spring MVC, Agile Methodologies, Enterprise Software
Education
Georgia Institute of Technology 2014 — 2017
Master of Science (MS), Computer Science
Concordia University-Austin 2009 — 2012
Bachelor of Science (BS), Computer Science
Foster High School 2005 — 2009
High School Diploma, 2009
Shelley Abramson's Charles Schwab Experience 1997 - 2000
Job Media and Communications Leader
Industry Entertainment
Experience
Your 15 Minutes Are Up LLC June 2011 - Present
Wells Fargo May 2010 - June 2011
Wells Fargo March 2008 - April 2010
Wells Fargo 2002 - 2008
Merlin Consulting 2000 - 2002
Charles Schwab 1997 - 2000
PACIFIC BELL 1992 - 1997
Skills
Leadership, Strategic Partnerships, Cross-functional Team..., Program Management, Financial Services, Strategic Planning, Team Building, Project Management, Management, Marketing, Marketing Strategy, Contract Negotiation, Conflict Resolution, Relationship Management, Arbitration, Internal Communications, Communication Skills, Crisis Communications
Education
Concordia University
University of Toronto - New College
Criminology
Your 15 Minutes Are Up LLC June 2011 - Present
Wells Fargo May 2010 - June 2011
Wells Fargo March 2008 - April 2010
Wells Fargo 2002 - 2008
Merlin Consulting 2000 - 2002
Charles Schwab 1997 - 2000
PACIFIC BELL 1992 - 1997
Skills
Leadership, Strategic Partnerships, Cross-functional Team..., Program Management, Financial Services, Strategic Planning, Team Building, Project Management, Management, Marketing, Marketing Strategy, Contract Negotiation, Conflict Resolution, Relationship Management, Arbitration, Internal Communications, Communication Skills, Crisis Communications
Education
Concordia University
University of Toronto - New College
Criminology
Jay Norrell Jay Norrell's Charles Schwab Experience September 2011 - Present
Job Database Administrator at Charles Schwab
Industry Financial Services
Experience
VISANOW Global Immigration May 2015 - Present
Charles Schwab September 2011 - Present
optionsXpress February 2010 - September 2011
West Corporation May 2007 - February 2010
CenterPost Communications December 2006 - May 2007
Centerpost Communications May 2005 - December 2006
Skills
Business Analysis, Databases, SQL, Agile Methodologies, Business Intelligence, Microsoft SQL Server, Integration, Leadership, XML, Disaster Recovery
Education
Columbia College Chicago 1996 — 2000
BA, Interactive Multimedia
VISANOW Global Immigration May 2015 - Present
Charles Schwab September 2011 - Present
optionsXpress February 2010 - September 2011
West Corporation May 2007 - February 2010
CenterPost Communications December 2006 - May 2007
Centerpost Communications May 2005 - December 2006
Skills
Business Analysis, Databases, SQL, Agile Methodologies, Business Intelligence, Microsoft SQL Server, Integration, Leadership, XML, Disaster Recovery
Education
Columbia College Chicago 1996 — 2000
BA, Interactive Multimedia
Russ Kaufmann Russ Kaufmann's Charles Schwab Experience June 2011 - Present
Job
Industry Information Technology and Services
Experience
Charles Schwab June 2011 - Present
Skills
Windows Server, DNS, Exchange Server, Office Communications..., Lync Server, SharePoint Server, Project Management, Windows Clustering, PowerShell, Office 365, Active Directory, Digital Certificates, Microsoft Cluster, Windows Security, Microsoft Exchange, Powershell, Microsoft Technologies, SharePoint, Lync Server 2010, Microsoft Office..., IIS, Security, Microsoft Certified..., Virtualization, Unified Communications, Cloud Computing, Windows 7, Servers, Cluster, Windows, Hyper-V, .NET, Microsoft Servers, Blackberry Enterprise..., Cisco Technologies, System Administration, Infrastructure, Server Architecture, High Availability, Information Technology, Enterprise Architecture, Disaster Recovery, Network Security, Network Administration, Group Policy, System Deployment, Operating Systems, Messaging, Data Center, Enterprise Software
Education
Colorado Technical University
DM (ABD)
University of Colorado
MBA
University of Colorado
BSBA
Charles Schwab June 2011 - Present
Skills
Windows Server, DNS, Exchange Server, Office Communications..., Lync Server, SharePoint Server, Project Management, Windows Clustering, PowerShell, Office 365, Active Directory, Digital Certificates, Microsoft Cluster, Windows Security, Microsoft Exchange, Powershell, Microsoft Technologies, SharePoint, Lync Server 2010, Microsoft Office..., IIS, Security, Microsoft Certified..., Virtualization, Unified Communications, Cloud Computing, Windows 7, Servers, Cluster, Windows, Hyper-V, .NET, Microsoft Servers, Blackberry Enterprise..., Cisco Technologies, System Administration, Infrastructure, Server Architecture, High Availability, Information Technology, Enterprise Architecture, Disaster Recovery, Network Security, Network Administration, Group Policy, System Deployment, Operating Systems, Messaging, Data Center, Enterprise Software
Education
Colorado Technical University
DM (ABD)
University of Colorado
MBA
University of Colorado
BSBA
Susan A Kassis's Charles Schwab Experience September 1998 - December 2002
Job
Industry Banking
Experience
JLC Consultants, Inc. April 2013 - February 2014
DM STONE August 2009 - December 2011
DM STONE February 2008 - May 2009
Mason McDuffie Mortgage June 2005 - December 2007
RBC Mortgage January 2003 - June 2005
Charles Schwab September 1998 - December 2002
GT Global Mutual Funds January 1997 - August 1998
Skills
Risk Management, Project Management, Mutual Funds, Real Estate, Brokerage, Loans, Financial Services, Vendor Management, Data Mapping, Business Process..., Team Leadership, System Conversion, Loan Origination, Cross-functional Team...
Education
Columbia Southern University
Business Management
JLC Consultants, Inc. April 2013 - February 2014
DM STONE August 2009 - December 2011
DM STONE February 2008 - May 2009
Mason McDuffie Mortgage June 2005 - December 2007
RBC Mortgage January 2003 - June 2005
Charles Schwab September 1998 - December 2002
GT Global Mutual Funds January 1997 - August 1998
Skills
Risk Management, Project Management, Mutual Funds, Real Estate, Brokerage, Loans, Financial Services, Vendor Management, Data Mapping, Business Process..., Team Leadership, System Conversion, Loan Origination, Cross-functional Team...
Education
Columbia Southern University
Business Management
Karen Vipperman Karen Vipperman's Charles Schwab Experience 1993 - 1998
Job AccountantDefense Agencies
Industry Accounting
Experience
DFAS June 2015 - Present
DFAS January 2011 - June 2015
Digital Storage 2010 - 2011
Charles Schwab 1993 - 1998
Skills
Analysis, Business Analysis, Access, Accounting, Budgets, Customer Service, Finance, Financial Analysis, Financial Reporting, Financial Statements, Leadership, Microsoft Office, Process Improvement, Risk Management, Sarbanes-Oxley Act
Education
Franklin University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Forensic Accounting
Columbus State Community College 2006 — 2009
AS, Business Management, Finance
Miami Dade College 1989 — 1991
Finance
DFAS June 2015 - Present
DFAS January 2011 - June 2015
Digital Storage 2010 - 2011
Charles Schwab 1993 - 1998
Skills
Analysis, Business Analysis, Access, Accounting, Budgets, Customer Service, Finance, Financial Analysis, Financial Reporting, Financial Statements, Leadership, Microsoft Office, Process Improvement, Risk Management, Sarbanes-Oxley Act
Education
Franklin University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Forensic Accounting
Columbus State Community College 2006 — 2009
AS, Business Management, Finance
Miami Dade College 1989 — 1991
Finance
Brian K. Dickard Brian K. Dickard's Charles Schwab Experience 2006 - 2007
Job Director, Enterprise Risk Management at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation November 2014 - Present
First Data Corporation November 2013 - November 2014
First Data Corporation June 2012 - November 2013
First Data Corporation November 2009 - June 2012
BTD Enterprises LLC 2007 - 2009
Charles Schwab 2006 - 2007
Vitesse Semiconductor 1997 - 2006
Atmel 1996 - 1997
MCI 1993 - 1996
United Technologies 1986 - 1993
Education
Colorado Technical University 1992 — 1994
MS, Computer Science
The University of Texas at Austin 1977 — 1981
BBA, Information Technology, Finance
Stratford High School 1974 — 1977
Diploma, General Studies
First Data Corporation November 2014 - Present
First Data Corporation November 2013 - November 2014
First Data Corporation June 2012 - November 2013
First Data Corporation November 2009 - June 2012
BTD Enterprises LLC 2007 - 2009
Charles Schwab 2006 - 2007
Vitesse Semiconductor 1997 - 2006
Atmel 1996 - 1997
MCI 1993 - 1996
United Technologies 1986 - 1993
Education
Colorado Technical University 1992 — 1994
MS, Computer Science
The University of Texas at Austin 1977 — 1981
BBA, Information Technology, Finance
Stratford High School 1974 — 1977
Diploma, General Studies
Valerie Kimball's Charles Schwab Experience November 1997 - March 1999
Job Corporate Secretary and Manager of Investor Relations Atna Resources Ltd.
Industry Mining & Metals
Experience
Atna Resources Ltd. May 2010 - Present
Atna Resources Ltd. April 2009 - Present
Kimball Consulting February 2005 - April 2009
Epoch Financial April 2001 - February 2005
Neidiger Tucker Bruner January 1999 - April 2001
Charles Schwab November 1997 - March 1999
Strategic Resource Management February 1992 - July 1997
Skills
Investor Relations, Securities, IPO, Mining, Corporate Governance, Mergers & Acquisitions, Gold, Public Companies, Series 7, Mergers, Media Relations, Due Diligence, Institutional..., Financial and..., Equity Trading, Annual Reports, Press Releases, Transfer Agent Liaison, Employee Stock Option..., Equities, Trading, Management, Private Equity, Investments, Corporate Finance
Education
Colorado State University
Strategic Communications
Nakazona 1990 — 1996
Investments and Securities
Smoky Hill
Atna Resources Ltd. May 2010 - Present
Atna Resources Ltd. April 2009 - Present
Kimball Consulting February 2005 - April 2009
Epoch Financial April 2001 - February 2005
Neidiger Tucker Bruner January 1999 - April 2001
Charles Schwab November 1997 - March 1999
Strategic Resource Management February 1992 - July 1997
Skills
Investor Relations, Securities, IPO, Mining, Corporate Governance, Mergers & Acquisitions, Gold, Public Companies, Series 7, Mergers, Media Relations, Due Diligence, Institutional..., Financial and..., Equity Trading, Annual Reports, Press Releases, Transfer Agent Liaison, Employee Stock Option..., Equities, Trading, Management, Private Equity, Investments, Corporate Finance
Education
Colorado State University
Strategic Communications
Nakazona 1990 — 1996
Investments and Securities
Smoky Hill
Paul deChadenedes Paul deChadenedes's Charles Schwab Experience June 2011 - September 2013
Job Conversion Consultant Acquisition & New Client Experience Charles Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services October 2013 - Present
Charles Schwab June 2011 - September 2013
Charles Schwab June 2008 - May 2011
Skills
Retirement, Asset Allocation, Series 7, Series 63, Investments, Mutual Funds, Strategic Planning, Sales, Financial Analysis, Marketing, Asset Management, Risk Management, Financial Services, Strategic Financial..., Securities, Equities
Education
Colorado State University 2002 — 2006
Bachelors, Economics
Colorado State University 2002 — 2006
Economics, History
Schwab Advisor Services October 2013 - Present
Charles Schwab June 2011 - September 2013
Charles Schwab June 2008 - May 2011
Skills
Retirement, Asset Allocation, Series 7, Series 63, Investments, Mutual Funds, Strategic Planning, Sales, Financial Analysis, Marketing, Asset Management, Risk Management, Financial Services, Strategic Financial..., Securities, Equities
Education
Colorado State University 2002 — 2006
Bachelors, Economics
Colorado State University 2002 — 2006
Economics, History
Angela Eaton's Charles Schwab Experience February 2002 - September 2002
Job Executive Director at Sherwood Institute
Industry Renewables & Environment
Experience
Sherwood Institute May 2014 - Present
CH2M HILL November 2011 - July 2013
City and County of San Francisco May 2009 - July 2010
GreenVolts October 2008 - January 2009
Nimblefish Technologies 2008 - 2008
Direct Partners August 2005 - December 2005
Wells Fargo September 2004 - August 2005
Morrison Foerster May 2004 - February 2005
Yahoo! March 2004 - May 2004
Charles Schwab February 2002 - September 2002
Skills
Project Management, CMS, Competitive Analysis, Software Documentation, Editorial, Internationalization, Data Migration, Program Management, Sustainability, Research, Strategic Planning, Strategy, Integration, Data Analysis, Analysis, Start-ups
Education
Columbia University in the City of New York
BA, Comparative Literature
Whitefish Bay High School
Sherwood Institute May 2014 - Present
CH2M HILL November 2011 - July 2013
City and County of San Francisco May 2009 - July 2010
GreenVolts October 2008 - January 2009
Nimblefish Technologies 2008 - 2008
Direct Partners August 2005 - December 2005
Wells Fargo September 2004 - August 2005
Morrison Foerster May 2004 - February 2005
Yahoo! March 2004 - May 2004
Charles Schwab February 2002 - September 2002
Skills
Project Management, CMS, Competitive Analysis, Software Documentation, Editorial, Internationalization, Data Migration, Program Management, Sustainability, Research, Strategic Planning, Strategy, Integration, Data Analysis, Analysis, Start-ups
Education
Columbia University in the City of New York
BA, Comparative Literature
Whitefish Bay High School
Robin Nesbitt's Charles Schwab Experience October 2011 - Present
Job Director and Corporate Counsel at Charles Schwab
Industry Law Practice
Experience
Charles Schwab October 2011 - Present
Janus Capital Group September 2007 - October 2011
ING Funds August 2002 - August 2007
Skills
Securities, Corporate Law, Mutual Funds, Securities Regulation, Banking, Corporate Governance, Mergers & Acquisitions, Private Equity, Financial Services, Hedge Funds, Alternative Investments
Education
Colorado State University 1993 — 1995
Golden Gate University, School of Law
Charles Schwab October 2011 - Present
Janus Capital Group September 2007 - October 2011
ING Funds August 2002 - August 2007
Skills
Securities, Corporate Law, Mutual Funds, Securities Regulation, Banking, Corporate Governance, Mergers & Acquisitions, Private Equity, Financial Services, Hedge Funds, Alternative Investments
Education
Colorado State University 1993 — 1995
Golden Gate University, School of Law
William Flood's Charles Schwab Experience April 2011 - Present
Job Senior ETL Developer / Team Lead
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
Skills
Data Warehousing, ETL, Informatica, Business Intelligence, SDLC, Data Modeling, Data Warehouse..., PL/SQL, Data Integration, Oracle, Teradata, Unix, Master Data Management, Performance Tuning, Data Quality, Data Marts, Teradata Data Warehouse, Temporal and Bitemporal...
Education
Colorado State University
Bachelor of Science (BS), Business Administration - Computer Information Systems
University of Colorado Denver
Master of Science (MS), Information Systems
Charles Schwab April 2011 - Present
Skills
Data Warehousing, ETL, Informatica, Business Intelligence, SDLC, Data Modeling, Data Warehouse..., PL/SQL, Data Integration, Oracle, Teradata, Unix, Master Data Management, Performance Tuning, Data Quality, Data Marts, Teradata Data Warehouse, Temporal and Bitemporal...
Education
Colorado State University
Bachelor of Science (BS), Business Administration - Computer Information Systems
University of Colorado Denver
Master of Science (MS), Information Systems
Tate Matthews, CFP®'s Charles Schwab Experience April 2011 - December 2011
Job Portfolio Consultant Schwab Private Client Investment Advisory
Industry Investment Management
Experience
Schwab Private Client Investment Advisory January 2012 - Present
Charles Schwab April 2011 - December 2011
Charles Schwab January 2005 - April 2011
Education
Colorado State University 1993 — 1997
BS, Biology
Schwab Private Client Investment Advisory January 2012 - Present
Charles Schwab April 2011 - December 2011
Charles Schwab January 2005 - April 2011
Education
Colorado State University 1993 — 1997
BS, Biology
Todd Melzer's Charles Schwab Experience 2000 - 2002
Job Chief, Real Estate Division at U.S. Army Corps of Engineers, New England District
Industry Military
Experience
U.S. Army Corps of Engineers, New England District 2015 - Present
Elamco Management 2014 - 2015
United States Federal Government (NCUA) 2013 - 2014
HQ US Army Corps of Engineers 2008 - 2013
U.S. Army 2003 - 2007
Charles Schwab 2000 - 2002
Skills
Leadership, Cross-functional Team..., Strategic Planning, Business Strategy, Financial Markets, Finance, Relationship Management, Public Relations, Risk Management, Corporate Finance, Analysis, Strategy, Strategic Financial..., Defense, Business Development, Financial Modeling, Equities, Executive Management, Investments, Program Management, Project Planning
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Yale University School of Medicine
Southern Connecticut State University
Bachelor of Science (B.Sc.)
U.S. Army Engineer School
ECCC
U.S. Army Command and General Staff College
GCSC-ILE
Harvard Extension School
U.S. Army Corps of Engineers, New England District 2015 - Present
Elamco Management 2014 - 2015
United States Federal Government (NCUA) 2013 - 2014
HQ US Army Corps of Engineers 2008 - 2013
U.S. Army 2003 - 2007
Charles Schwab 2000 - 2002
Skills
Leadership, Cross-functional Team..., Strategic Planning, Business Strategy, Financial Markets, Finance, Relationship Management, Public Relations, Risk Management, Corporate Finance, Analysis, Strategy, Strategic Financial..., Defense, Business Development, Financial Modeling, Equities, Executive Management, Investments, Program Management, Project Planning
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Yale University School of Medicine
Southern Connecticut State University
Bachelor of Science (B.Sc.)
U.S. Army Engineer School
ECCC
U.S. Army Command and General Staff College
GCSC-ILE
Harvard Extension School
Melissa Brandon's Charles Schwab Experience March 2015 - Present
Job Field Communications at Charles Schwab
Industry Public Relations and Communications
Experience
Charles Schwab March 2015 - Present
Colorado State University July 2013 - Present
Complete Communication, LLC June 2013 - Present
National Cattlemen's Beef Association June 2008 - July 2013
National Cattlemen's Beef Association May 2007 - June 2008
National Cattlemen's Beef Association September 2006 - May 2007
CBS4 Denver February 2006 - September 2006
9News December 2003 - February 2006
KKTV 11 News February 2002 - December 2003
Campus Television - Colorado State University 2000 - 2001
Skills
Media Relations, Integrated Marketing, Strategic Communications, Crisis Communications, Public Relations, Press Releases, Internal Communications, Message Development, Public Affairs, Reputation Management, Marketing Communications, Social Media, Corporate Communications, Newsletters, Public Speaking, Spokesperson, Nonprofits, Publications, Communication Training, Video Production, Broadcast, Social Media Marketing, Social Media Measurement, Communications Planning, Digital Media, Speech Writing, Storytelling, Politics, New Media, Journalism, Social Networking, Content Development, Marketing Strategy, Publicity, Event Management, Brand Development, Event Planning
Education
University of Denver 2006 — 2007
Master of Professional Studies, Organizational Leadership
Colorado State University 1998 — 2001
Bachelor of Arts, Political Science and Journalism
Charles Schwab March 2015 - Present
Colorado State University July 2013 - Present
Complete Communication, LLC June 2013 - Present
National Cattlemen's Beef Association June 2008 - July 2013
National Cattlemen's Beef Association May 2007 - June 2008
National Cattlemen's Beef Association September 2006 - May 2007
CBS4 Denver February 2006 - September 2006
9News December 2003 - February 2006
KKTV 11 News February 2002 - December 2003
Campus Television - Colorado State University 2000 - 2001
Skills
Media Relations, Integrated Marketing, Strategic Communications, Crisis Communications, Public Relations, Press Releases, Internal Communications, Message Development, Public Affairs, Reputation Management, Marketing Communications, Social Media, Corporate Communications, Newsletters, Public Speaking, Spokesperson, Nonprofits, Publications, Communication Training, Video Production, Broadcast, Social Media Marketing, Social Media Measurement, Communications Planning, Digital Media, Speech Writing, Storytelling, Politics, New Media, Journalism, Social Networking, Content Development, Marketing Strategy, Publicity, Event Management, Brand Development, Event Planning
Education
University of Denver 2006 — 2007
Master of Professional Studies, Organizational Leadership
Colorado State University 1998 — 2001
Bachelor of Arts, Political Science and Journalism
Lynda Ruiz's Charles Schwab Experience August 2007 - Present
Job VP Associate General Counsel at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2007 - Present
Hewlett-Packard 2000 - 2007
Skills
401k, ERISA, Equities, Corporate Law, Deferred Compensation, Corporate Governance, Securities Regulation, Retirement, Mergers, Legal Advice, Research, Privacy Law, Employee Benefits, Legal Research, Pensions, Executive Pay, Securities, Contract Negotiation, HIPAA, Legal Writing, Qualified Retirement...
Education
Columbia Law School 1992 — 1995
JD, Law
Harvard University 1985 — 1989
Charles Schwab August 2007 - Present
Hewlett-Packard 2000 - 2007
Skills
401k, ERISA, Equities, Corporate Law, Deferred Compensation, Corporate Governance, Securities Regulation, Retirement, Mergers, Legal Advice, Research, Privacy Law, Employee Benefits, Legal Research, Pensions, Executive Pay, Securities, Contract Negotiation, HIPAA, Legal Writing, Qualified Retirement...
Education
Columbia Law School 1992 — 1995
JD, Law
Harvard University 1985 — 1989
Kris Rindt-Hoffman's Charles Schwab Experience October 2007 - May 2012
Job Institutional Sales at Green Street Advisors
Industry Financial Services
Experience
Green Street Advisors June 2012 - Present
Charles Schwab October 2007 - May 2012
Churchill Management Group September 2006 - October 2007
PIMCO 2004 - 2006
Skills
Equities, Investments, Bloomberg, Securities, Wealth Management, Trading, Investment Strategies, Asset Managment, Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
Concordia University-Irvine 1999 — 2002
Bachelor's degree, Business/Managerial Economics
Green Street Advisors June 2012 - Present
Charles Schwab October 2007 - May 2012
Churchill Management Group September 2006 - October 2007
PIMCO 2004 - 2006
Skills
Equities, Investments, Bloomberg, Securities, Wealth Management, Trading, Investment Strategies, Asset Managment, Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
Concordia University-Irvine 1999 — 2002
Bachelor's degree, Business/Managerial Economics
Ryan Bahne's Charles Schwab Experience 2000 - 2001
Job Supervisor Security Network Operations Center at ProBuild
Industry Retail
Experience
ProBuild Holdings April 2010 - Present
Smoky Hill Vineyard November 2001 - March 2010
Charles Schwab 2000 - 2001
Skills
Networking, Project Management, Hardware, Microsoft Exchange, Windows, Troubleshooting, Firewalls, Customer Service, Active Directory, System Administration, Information Technology, IT Service Management, Windows Server, Process Improvement, Management, Software Installation, Disaster Recovery, Leadership, DHCP, Data Center, Wireless, Security, ITIL, Servers, Citrix, Visio, Windows 7, Technical Support, DNS, VoIP, XP, Software Documentation, IT Management, VMware, Operating Systems, TCP/IP
Education
Colorado State University 1995 — 1999
Eaglecrest
ProBuild Holdings April 2010 - Present
Smoky Hill Vineyard November 2001 - March 2010
Charles Schwab 2000 - 2001
Skills
Networking, Project Management, Hardware, Microsoft Exchange, Windows, Troubleshooting, Firewalls, Customer Service, Active Directory, System Administration, Information Technology, IT Service Management, Windows Server, Process Improvement, Management, Software Installation, Disaster Recovery, Leadership, DHCP, Data Center, Wireless, Security, ITIL, Servers, Citrix, Visio, Windows 7, Technical Support, DNS, VoIP, XP, Software Documentation, IT Management, VMware, Operating Systems, TCP/IP
Education
Colorado State University 1995 — 1999
Eaglecrest
Shaun Dumaine's Charles Schwab Experience February 2010 - November 2012
Job Preferred Transition Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Scottrade November 2012 - November 2014
Charles Schwab February 2010 - November 2012
Bob Evans March 2009 - February 2010
Aisin U.S.A. Mfg., Inc. November 2005 - March 2009
Interstate Welding & Fabrication/ Lenex Steel October 2003 - November 2005
Friendly Ice Cream March 1998 - July 2003
Dunkin Donuts September 1994 - March 1998
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Training, PowerPoint, Outlook, Team Leadership, Data Entry, Teamwork, Management, Sales, Investments, Series 7, Series 63, Mutual Funds, Food, Finance, Financial Services, Restaurants, Leadership Development, Options, Leadership, Securities, Equities, Customer Satisfaction
Education
Indiana State University - Scott College of Business 2005 — 2008
Bachelor of Science, Management, Finance
Community College of Rhode Island 1998 — 2002
Associate of Arts, General Studies
Merrill Lynch March 2015 - Present
Scottrade November 2012 - November 2014
Charles Schwab February 2010 - November 2012
Bob Evans March 2009 - February 2010
Aisin U.S.A. Mfg., Inc. November 2005 - March 2009
Interstate Welding & Fabrication/ Lenex Steel October 2003 - November 2005
Friendly Ice Cream March 1998 - July 2003
Dunkin Donuts September 1994 - March 1998
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Training, PowerPoint, Outlook, Team Leadership, Data Entry, Teamwork, Management, Sales, Investments, Series 7, Series 63, Mutual Funds, Food, Finance, Financial Services, Restaurants, Leadership Development, Options, Leadership, Securities, Equities, Customer Satisfaction
Education
Indiana State University - Scott College of Business 2005 — 2008
Bachelor of Science, Management, Finance
Community College of Rhode Island 1998 — 2002
Associate of Arts, General Studies
Ted Tsamisis's Charles Schwab Experience August 1997 - May 2009
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1997 - May 2009
Education
Columbia University in the City of New York
Charles Schwab August 1997 - May 2009
Education
Columbia University in the City of New York
Ted Kerr's Charles Schwab Experience September 2007 - Present
Job Business Systems Analyst at Charles Schwab
Industry Human Resources
Experience
Charles Schwab September 2007 - Present
SPECTRUM Human Resource Systems Corporation April 2006 - September 2007
Skills
Business Analysis, Crystal Reports, Benefits Administration, PeopleSoft, HRIS, Visio, Software Project..., Vendor Management, SDLC, Applicant Tracking..., Requirements Gathering, Software Documentation, SQL, Process Improvement, Requirements Analysis
Education
Colorado State University 1987 — 1991
Charles Schwab September 2007 - Present
SPECTRUM Human Resource Systems Corporation April 2006 - September 2007
Skills
Business Analysis, Crystal Reports, Benefits Administration, PeopleSoft, HRIS, Visio, Software Project..., Vendor Management, SDLC, Applicant Tracking..., Requirements Gathering, Software Documentation, SQL, Process Improvement, Requirements Analysis
Education
Colorado State University 1987 — 1991
Anton Marchuk's Charles Schwab Experience 1999 - 1999
Job Financial Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
Bear Stearns April 2007 - March 2008
Morgan Stanley May 2000 - March 2007
Charles Schwab 1999 - 1999
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Risk Management, Equities, Investment Banking, Hedging, Alternative Investments, Derivatives, Options, Portfolio Management, Equity Derivatives, Financial Markets, Series 7, Trading Systems, Market Risk, Capital Markets, Series 63, Financial Risk, Securities Lending, Fund Of Funds, Quantitative Finance, Trading Strategies, Series 24, Series 27
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Financial Instruments
Columbia University in the City of New York 1996 — 2000
Bachelor of Science, Computer Science / Economics
Fidelity Investments March 2008 - Present
Bear Stearns April 2007 - March 2008
Morgan Stanley May 2000 - March 2007
Charles Schwab 1999 - 1999
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Risk Management, Equities, Investment Banking, Hedging, Alternative Investments, Derivatives, Options, Portfolio Management, Equity Derivatives, Financial Markets, Series 7, Trading Systems, Market Risk, Capital Markets, Series 63, Financial Risk, Securities Lending, Fund Of Funds, Quantitative Finance, Trading Strategies, Series 24, Series 27
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Financial Instruments
Columbia University in the City of New York 1996 — 2000
Bachelor of Science, Computer Science / Economics
LaDonna Elkins's Charles Schwab Experience 2003 - 2007
Job President & CEO at L.D. Consulting Group, LLC
Industry Financial Services
Experience
Broker, REALTOR@ August 2015 - Present
L.D. Consulting Group, LLC January 2007 - Present
AVPOL International LLC 2009 - 2013
Charles Schwab 2003 - 2007
The Newport Group 1999 - 2002
Wachovia 1998 - 1999
Federated Investors 1996 - 1998
Dreyfus 1991 - 1996
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Investments, Leadership, Pensions, CRM, Analysis, 401k, Management, Training, Asset Allocation, Wealth Management, Quality Assurance, Financial Services, Finance
Education
Community College of Allegheny County 1985 — 1986
Accounting
Steel Center AVTS 1983 — 1985
Certificate, Computer Technology
American Society of Pension Professionals & Actuaries
QKA Designation
Broker, REALTOR@ August 2015 - Present
L.D. Consulting Group, LLC January 2007 - Present
AVPOL International LLC 2009 - 2013
Charles Schwab 2003 - 2007
The Newport Group 1999 - 2002
Wachovia 1998 - 1999
Federated Investors 1996 - 1998
Dreyfus 1991 - 1996
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Investments, Leadership, Pensions, CRM, Analysis, 401k, Management, Training, Asset Allocation, Wealth Management, Quality Assurance, Financial Services, Finance
Education
Community College of Allegheny County 1985 — 1986
Accounting
Steel Center AVTS 1983 — 1985
Certificate, Computer Technology
American Society of Pension Professionals & Actuaries
QKA Designation
Charlie Wayman's Charles Schwab Experience
Job DBA at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Databases, HTML, XML, SDLC, Process Improvement, jQuery, CSS, AJAX, SharePoint
Education
Colorado Technical University
Charles Schwab
Skills
Databases, HTML, XML, SDLC, Process Improvement, jQuery, CSS, AJAX, SharePoint
Education
Colorado Technical University
Johanne Chan's Charles Schwab Experience July 2006 - December 2008
Job Director, Product Marketing at Motif Investing
Industry Financial Services
Experience
Motif Investing November 2014 - Present
Charles Schwab Investment Management May 2011 - November 2014
Charles Schwab Investment Management January 2009 - April 2011
Charles Schwab July 2006 - December 2008
Washington Mutual Card Services April 2005 - June 2006
Mamma.com January 2002 - August 2002
Deloitte & Touche May 1998 - June 2001
Education
McGill University 2002 — 2004
Master of Business Administration (MBA)
Concordia University 1996 — 1999
Bachelor of Commerce (B.Com.)
Motif Investing November 2014 - Present
Charles Schwab Investment Management May 2011 - November 2014
Charles Schwab Investment Management January 2009 - April 2011
Charles Schwab July 2006 - December 2008
Washington Mutual Card Services April 2005 - June 2006
Mamma.com January 2002 - August 2002
Deloitte & Touche May 1998 - June 2001
Education
McGill University 2002 — 2004
Master of Business Administration (MBA)
Concordia University 1996 — 1999
Bachelor of Commerce (B.Com.)
Tom Schlumpf's Charles Schwab Experience 1999 - 2005
Job Experienced and Skilled at Sales & Client Service
Industry Financial Services
Experience
TD Ameritrade Institutional July 2008 - October 2009
Fiserv Investment Support Services - Fortune 500 2005 - 2008
Charles Schwab 1999 - 2005
TeleTech 1996 - 1999
CitiMortgage 1986 - 1988
NVR, Inc. 1984 - 1986
MGIC 1982 - 1984
Skills
Series 7, Financial Services, Insurance, Trading, Portfolio Management, Securities, Vendor Management, Mutual Funds, IRAs, Series 63, Mortgage Lending, Financial Advisory, Fixed Income, Financial Analysis, Investments
Education
Colorado State University 1972 — 1977
Marketing & Finance
TD Ameritrade Institutional July 2008 - October 2009
Fiserv Investment Support Services - Fortune 500 2005 - 2008
Charles Schwab 1999 - 2005
TeleTech 1996 - 1999
CitiMortgage 1986 - 1988
NVR, Inc. 1984 - 1986
MGIC 1982 - 1984
Skills
Series 7, Financial Services, Insurance, Trading, Portfolio Management, Securities, Vendor Management, Mutual Funds, IRAs, Series 63, Mortgage Lending, Financial Advisory, Fixed Income, Financial Analysis, Investments
Education
Colorado State University 1972 — 1977
Marketing & Finance
Simon Ray's Charles Schwab Experience February 1999 - October 2004
Job Global Regulatory Reform Derivatives Projects Group.
Industry Investment Banking
Experience
UBS Investment Bank May 2015 - Present
Morgan Stanley May 2011 - May 2015
Morgan Stanley January 2006 - May 2015
Julius Baer October 2004 - January 2006
Charles Schwab February 1999 - October 2004
Charles Schwab June 1992 - January 1999
Charles Schwab Europe 1992 - 1992
Skills
Operations Management, Dodd-Frank, Business Analysis, PMO, Commodity Markets, Fixed Income, Equities, Commodities, Capital Markets, Program Management, Change Management, User Acceptance Testing, Options, Process Engineering, Swaps, Middle Office, Settlements, Problem Solving, Stakeholder Management, Process Improvement, Excel, Visio, Full SDLC, Agile Project Management, Derivatives, Agile Methodologies, Agile Modeling, RUP Methodologies, Commodity, Financial Services, Investment Banking, Securities, Electronic Trading, Project Management, Trading, Microsoft Excel, Settlement, Bloomberg
Education
Scrum Alliance 2012 — 2012
Member, Certified Scrum Master
New York University 2005 — 2006
Project Management
Columbia University in the City of New York 2001 — 2003
Information Systems
UBS Investment Bank May 2015 - Present
Morgan Stanley May 2011 - May 2015
Morgan Stanley January 2006 - May 2015
Julius Baer October 2004 - January 2006
Charles Schwab February 1999 - October 2004
Charles Schwab June 1992 - January 1999
Charles Schwab Europe 1992 - 1992
Skills
Operations Management, Dodd-Frank, Business Analysis, PMO, Commodity Markets, Fixed Income, Equities, Commodities, Capital Markets, Program Management, Change Management, User Acceptance Testing, Options, Process Engineering, Swaps, Middle Office, Settlements, Problem Solving, Stakeholder Management, Process Improvement, Excel, Visio, Full SDLC, Agile Project Management, Derivatives, Agile Methodologies, Agile Modeling, RUP Methodologies, Commodity, Financial Services, Investment Banking, Securities, Electronic Trading, Project Management, Trading, Microsoft Excel, Settlement, Bloomberg
Education
Scrum Alliance 2012 — 2012
Member, Certified Scrum Master
New York University 2005 — 2006
Project Management
Columbia University in the City of New York 2001 — 2003
Information Systems
Marcus N. Allen's Charles Schwab Experience April 2011 - November 2011
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Charles Schwab April 2011 - November 2011
Randstad November 2010 - April 2011
Merrill Lynch October 2009 - November 2010
Banc of America Investments August 2009 - October 2009
Charles Schwab January 2008 - February 2009
Countrywide Investment Services June 2006 - December 2007
brokersXpress LLC January 2006 - June 2006
Allstate November 2003 - January 2006
Charles Schwab 2000 - November 2003
Education
Community College of the US Air Force 2005 — 2005
Allied Health
Wells Fargo Advisors December 2011 - Present
Charles Schwab April 2011 - November 2011
Randstad November 2010 - April 2011
Merrill Lynch October 2009 - November 2010
Banc of America Investments August 2009 - October 2009
Charles Schwab January 2008 - February 2009
Countrywide Investment Services June 2006 - December 2007
brokersXpress LLC January 2006 - June 2006
Allstate November 2003 - January 2006
Charles Schwab 2000 - November 2003
Education
Community College of the US Air Force 2005 — 2005
Allied Health
Jeremy Boedigheimer's Charles Schwab Experience November 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Best Buy September 2014 - January 2015
Stewart Lender Services February 2012 - August 2014
24 Hour Fitness January 2013 - October 2013
Cedar Springs Behavioral Health Systems September 2008 - October 2012
CBR Youth Connect August 2010 - June 2011
American Red Cross – Inland Northwest Chapter January 2008 - July 2008
AmeriCorps September 2007 - July 2008
Catholic Charities September 2007 - July 2008
Gonzaga University April 2004 - December 2005
Skills
Non-profits, Admissions, Volunteer Coordination, Office Management, Behavioral Health, Patient Safety, Operations Management, Data Analysis, Program Coordination, Conflict Resolution, Case Management, Process Improvement, Marketing Strategy, Financial Management, Process Engineering, Service Management, Strategic Consulting, Community Outreach, Case Managment, Nonprofits, Volunteer Management, Crisis Intervention, Leadership, Mental Health, Healthcare, Program Development, Fundraising, Public Speaking, Social Services, Mental Health Counseling, Adolescents, Psychology, Group Therapy, Workshop Facilitation, Career Counseling, Cpr Certified, Staff Development, Team Building, Youth Development, Youth Mentoring, Higher Education, Child Development, Critical Thinking, Treatment, Data Entry, Outlook, Student Development, Social Networking, Customer Service
Education
Colorado Technical University 2009 — 2011
MBA, Operations Management
Gonzaga University 2003 — 2007
BA, Psychology
University of Virginia 2006 — 2006
International Studies
Charles Schwab November 2014 - Present
Best Buy September 2014 - January 2015
Stewart Lender Services February 2012 - August 2014
24 Hour Fitness January 2013 - October 2013
Cedar Springs Behavioral Health Systems September 2008 - October 2012
CBR Youth Connect August 2010 - June 2011
American Red Cross – Inland Northwest Chapter January 2008 - July 2008
AmeriCorps September 2007 - July 2008
Catholic Charities September 2007 - July 2008
Gonzaga University April 2004 - December 2005
Skills
Non-profits, Admissions, Volunteer Coordination, Office Management, Behavioral Health, Patient Safety, Operations Management, Data Analysis, Program Coordination, Conflict Resolution, Case Management, Process Improvement, Marketing Strategy, Financial Management, Process Engineering, Service Management, Strategic Consulting, Community Outreach, Case Managment, Nonprofits, Volunteer Management, Crisis Intervention, Leadership, Mental Health, Healthcare, Program Development, Fundraising, Public Speaking, Social Services, Mental Health Counseling, Adolescents, Psychology, Group Therapy, Workshop Facilitation, Career Counseling, Cpr Certified, Staff Development, Team Building, Youth Development, Youth Mentoring, Higher Education, Child Development, Critical Thinking, Treatment, Data Entry, Outlook, Student Development, Social Networking, Customer Service
Education
Colorado Technical University 2009 — 2011
MBA, Operations Management
Gonzaga University 2003 — 2007
BA, Psychology
University of Virginia 2006 — 2006
International Studies
Vivian Grace Pinkney's Charles Schwab Experience October 2007 - September 2011
Job Real Estate Office Manager at Kelly Price & Company
Industry Real Estate
Experience
Kelly Price & Company April 2014 - Present
XO Water LLC - Chadds Ford, PA October 2013 - March 2014
Albu & Associates, Inc. - contract 2014 - 2014
Ryan Homes March 2013 - September 2013
Integrity Staffing Solutions - contract July 2012 - December 2012
Citi October 2010 - January 2012
Charles Schwab October 2007 - September 2011
University of Pennsylvania August 2007 - June 2010
Skills
Trade Shows, Marketing, Hospitality Industry, Hospitality Management, Hospitality, Hotels, Customer Service, Tourism, Real Estate, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Event Planning, Skin Care, Social Networking, Spa, Skin, Public Speaking, Business Development, Recruiting, Sales, Social Media, Team Building, Budgets, Management, Microsoft Office, Leadership, Contract Negotiation, Investment Properties, Strategic Planning, Marketing Strategy, Negotiation, Residential Homes, Microsoft Excel, First Time Home Buyers, Sellers, Single Family Homes, Relocation, Property Management, Foreclosures, Investments, Short Sales, Investors, Condos, Project Management, Finance, Referrals, New Business Development
Education
Climer School of Real Estate 2015 — 2015
FLORIDA REAL ESTATE LICENSE, Real Estate
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Management Training Certificate, Certificate of IEP Completion Program
Omega School of Real Estate 2007 — 2008
Real Estate License, Real Estate
Community College of Philadelphia 2000 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Kelly Price & Company April 2014 - Present
XO Water LLC - Chadds Ford, PA October 2013 - March 2014
Albu & Associates, Inc. - contract 2014 - 2014
Ryan Homes March 2013 - September 2013
Integrity Staffing Solutions - contract July 2012 - December 2012
Citi October 2010 - January 2012
Charles Schwab October 2007 - September 2011
University of Pennsylvania August 2007 - June 2010
Skills
Trade Shows, Marketing, Hospitality Industry, Hospitality Management, Hospitality, Hotels, Customer Service, Tourism, Real Estate, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Event Planning, Skin Care, Social Networking, Spa, Skin, Public Speaking, Business Development, Recruiting, Sales, Social Media, Team Building, Budgets, Management, Microsoft Office, Leadership, Contract Negotiation, Investment Properties, Strategic Planning, Marketing Strategy, Negotiation, Residential Homes, Microsoft Excel, First Time Home Buyers, Sellers, Single Family Homes, Relocation, Property Management, Foreclosures, Investments, Short Sales, Investors, Condos, Project Management, Finance, Referrals, New Business Development
Education
Climer School of Real Estate 2015 — 2015
FLORIDA REAL ESTATE LICENSE, Real Estate
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Management Training Certificate, Certificate of IEP Completion Program
Omega School of Real Estate 2007 — 2008
Real Estate License, Real Estate
Community College of Philadelphia 2000 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Brett Burks's Charles Schwab Experience February 2012 - Present
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2012 - Present
Charles Schwab Bank August 2009 - February 2012
Sports Authority March 2007 - August 2009
Skills
Mutual Funds, Loans, Series 7, Sales, Series 63, Microsoft Office, Mortgage Lending, Loan Origination, Retirement Planning, Wealth Management, Banking, Financial Analysis, Investments, Trading, 401k, Credit, Finance, Fixed Annuities, IRAs, Insurance, Life Insurance, Portfolio Management, Retirement, Risk Management, Strategic Financial..., Underwriting, Uniform Combined State..., Series 9/10, Adobe Dreamweaver CS6
Education
Colorado State University-Pueblo 2004 — 2008
bsba, management, finance, marketing, operations, economics
Charles Schwab February 2012 - Present
Charles Schwab Bank August 2009 - February 2012
Sports Authority March 2007 - August 2009
Skills
Mutual Funds, Loans, Series 7, Sales, Series 63, Microsoft Office, Mortgage Lending, Loan Origination, Retirement Planning, Wealth Management, Banking, Financial Analysis, Investments, Trading, 401k, Credit, Finance, Fixed Annuities, IRAs, Insurance, Life Insurance, Portfolio Management, Retirement, Risk Management, Strategic Financial..., Underwriting, Uniform Combined State..., Series 9/10, Adobe Dreamweaver CS6
Education
Colorado State University-Pueblo 2004 — 2008
bsba, management, finance, marketing, operations, economics
Ryan Paris, RCC™'s Charles Schwab Experience 1999 - 2006
Job Multiple Line General Agent at American National Insurance
Industry Financial Services
Experience
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
Diwakar Sarwadnya's Charles Schwab Experience 2001 - 2007
Job Technical Architect at Perficient
Industry Information Technology and Services
Experience
Perficient December 2011 - Present
D S Computing February 1993 - December 2011
Bank of America 2007 - 2008
Charles Schwab 2001 - 2007
U.S. Trust Company/Charles Schwab 2001 - 2007
JPMorgan Chase 1996 - 2001
US Trust 1993 - 1996
Skills
SDLC, Business Analysis, Software Project..., Business Intelligence, Vendor Management, PMP, Requirements Analysis, IT Strategy, Mainframe, Data Warehousing, DB2, Enterprise Architecture, Microsoft SQL Server, Agile Methodologies, ETL, Solution Architecture, Integration, SOA, Data Modeling, Oracle, Agile Project Management, Visio
Education
Columbia University in the City of New York 2009 — 2011
M S
Indian Institute of Technology, Kharagpur
M. Tech.
National Institute of Technology Rourkela
B. S.
New York University
Perficient December 2011 - Present
D S Computing February 1993 - December 2011
Bank of America 2007 - 2008
Charles Schwab 2001 - 2007
U.S. Trust Company/Charles Schwab 2001 - 2007
JPMorgan Chase 1996 - 2001
US Trust 1993 - 1996
Skills
SDLC, Business Analysis, Software Project..., Business Intelligence, Vendor Management, PMP, Requirements Analysis, IT Strategy, Mainframe, Data Warehousing, DB2, Enterprise Architecture, Microsoft SQL Server, Agile Methodologies, ETL, Solution Architecture, Integration, SOA, Data Modeling, Oracle, Agile Project Management, Visio
Education
Columbia University in the City of New York 2009 — 2011
M S
Indian Institute of Technology, Kharagpur
M. Tech.
National Institute of Technology Rourkela
B. S.
New York University
Jeffrey Hahne's Charles Schwab Experience February 2013 - July 2014
Job PL/SQL Developer
Industry Computer Software
Experience
Charles Schwab February 2013 - July 2014
Genentech May 2012 - December 2012
DaVita November 2011 - March 2012
IQNavigator January 2011 - November 2011
Genentech June 2010 - January 2011
Staples June 2009 - March 2010
Wells Fargo October 2008 - June 2009
Corporate Express May 2008 - August 2008
Graebel Companies January 2008 - March 2008
Corporate Lodging Consultants September 2007 - December 2007
Skills
SQL, Database Design, SDLC, PL/SQL, Oracle, SQL*Plus, SQL Navigator, ETL, Shell Scripting, Batch Processing, Access, MySQL, DOS, DDL, DML, Databases
Education
Colorado State University-Pueblo 1980 — 1982
BS, Business Administration
Charles Schwab February 2013 - July 2014
Genentech May 2012 - December 2012
DaVita November 2011 - March 2012
IQNavigator January 2011 - November 2011
Genentech June 2010 - January 2011
Staples June 2009 - March 2010
Wells Fargo October 2008 - June 2009
Corporate Express May 2008 - August 2008
Graebel Companies January 2008 - March 2008
Corporate Lodging Consultants September 2007 - December 2007
Skills
SQL, Database Design, SDLC, PL/SQL, Oracle, SQL*Plus, SQL Navigator, ETL, Shell Scripting, Batch Processing, Access, MySQL, DOS, DDL, DML, Databases
Education
Colorado State University-Pueblo 1980 — 1982
BS, Business Administration
Michael Bomgaars's Charles Schwab Experience 1994 - 2006
Job Owner, Bomgaars Investments, LLC
Industry Investment Management
Experience
Bomgaars Investments, LLC January 2007 - Present
Charles Schwab 1994 - 2006
Education
Colorado State University 1991 — 1994
Bachelor's, Financial Accounting
Denver Christian High School
Denver Seminary
Bomgaars Investments, LLC January 2007 - Present
Charles Schwab 1994 - 2006
Education
Colorado State University 1991 — 1994
Bachelor's, Financial Accounting
Denver Christian High School
Denver Seminary
Nate Ronsse's Charles Schwab Experience July 2011 - August 2013
Job Software Engineer at Markit
Industry Financial Services
Experience
Markit August 2013 - Present
Charles Schwab July 2011 - August 2013
Charles Schwab June 2011 - June 2013
Time Warner Cable June 2010 - August 2010
Self Employed January 2008 - May 2010
Skills
Data Modeling, Informatica, Software Development, Teradata, SQL, JavaScript, ETL, SSIS, SSRS, Hadoop, Integration, Microsoft Office, HTML, Microsoft SQL Server, Databases, Analysis Services, SDLC, HDFS, Hive, Cloudera, Cassandra, SSAS, Spark, Big Data Analytics, Big Data
Education
Colorado State University 2006 — 2010
Applied Computing Technology, Computer Science
Markit August 2013 - Present
Charles Schwab July 2011 - August 2013
Charles Schwab June 2011 - June 2013
Time Warner Cable June 2010 - August 2010
Self Employed January 2008 - May 2010
Skills
Data Modeling, Informatica, Software Development, Teradata, SQL, JavaScript, ETL, SSIS, SSRS, Hadoop, Integration, Microsoft Office, HTML, Microsoft SQL Server, Databases, Analysis Services, SDLC, HDFS, Hive, Cloudera, Cassandra, SSAS, Spark, Big Data Analytics, Big Data
Education
Colorado State University 2006 — 2010
Applied Computing Technology, Computer Science
Bill Trout's Charles Schwab Experience September 2014 - December 2014
Job SR. QA Analyst / ETL Tester at Healthgrades
Industry Information Technology and Services
Experience
Sisters of Charity of Leavenworth Health System December 2014 - Present
Charles Schwab September 2014 - December 2014
hCentive June 2014 - July 2014
Sisters of Charity Health System March 2014 - April 2014
Healthgrades September 2013 - December 2013
Comcast July 2013 - August 2013
McKesson Health Solutions January 2012 - May 2013
American Arbitration Association June 2011 - November 2011
Cricket Communications June 2009 - May 2011
eCollege September 2008 - May 2009
Skills
Windows, Unix, Oracle, SQL Server, SQL, Software Quality..., JCL, Quality Center, OBIEE, HTML, JAWS, Internet Explorer, Safari, Firefox, ETL, VBA, WinRunner, SAP, Rally, Agile, Waterfall, Agile Methodologies, Testing, SDLC, Quality Assurance, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, System Testing, HP Quality Center, Regression Testing, Integration
Education
University of Great Falls 1985 — 1987
BS, Mathematics
Community College of the Air Force 1980 — 1986
AAS, Instructor in Technology
Community College of the Air Force 1980 — 1985
AAS, Logistics Management
Sisters of Charity of Leavenworth Health System December 2014 - Present
Charles Schwab September 2014 - December 2014
hCentive June 2014 - July 2014
Sisters of Charity Health System March 2014 - April 2014
Healthgrades September 2013 - December 2013
Comcast July 2013 - August 2013
McKesson Health Solutions January 2012 - May 2013
American Arbitration Association June 2011 - November 2011
Cricket Communications June 2009 - May 2011
eCollege September 2008 - May 2009
Skills
Windows, Unix, Oracle, SQL Server, SQL, Software Quality..., JCL, Quality Center, OBIEE, HTML, JAWS, Internet Explorer, Safari, Firefox, ETL, VBA, WinRunner, SAP, Rally, Agile, Waterfall, Agile Methodologies, Testing, SDLC, Quality Assurance, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, System Testing, HP Quality Center, Regression Testing, Integration
Education
University of Great Falls 1985 — 1987
BS, Mathematics
Community College of the Air Force 1980 — 1986
AAS, Instructor in Technology
Community College of the Air Force 1980 — 1985
AAS, Logistics Management
Stephen Paluga's Charles Schwab Experience January 2015 - Present
Job Derivatives Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2015 - Present
Air National Guard October 2012 - Present
Charles Schwab January 2013 - December 2014
Charles Schwab July 2011 - December 2012
Air National Guard April 2002 - October 2012
Charles Schwab November 2009 - June 2011
Skills
Banking, Fixed Income, Equities, Investments, Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Management, Series 7, Investment Strategies, Finance, Risk Management, Securities
Education
Kent State University 2006 — 2008
Master of Arts (MA), Economics
Kent State University 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Community College of the Air Force 2003 — 2005
Associate's degree, Avionics Maintenance Technology/Technician
Charles Schwab January 2015 - Present
Air National Guard October 2012 - Present
Charles Schwab January 2013 - December 2014
Charles Schwab July 2011 - December 2012
Air National Guard April 2002 - October 2012
Charles Schwab November 2009 - June 2011
Skills
Banking, Fixed Income, Equities, Investments, Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Management, Series 7, Investment Strategies, Finance, Risk Management, Securities
Education
Kent State University 2006 — 2008
Master of Arts (MA), Economics
Kent State University 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Community College of the Air Force 2003 — 2005
Associate's degree, Avionics Maintenance Technology/Technician
Billy Harshman's Charles Schwab Experience January 2000 - February 2009
Job Sr Pricing Analysis Consultant at Charles Schwab
Industry Financial Services
Experience
Gold Buyers of America 2009 - 2010
Charles Schwab January 2000 - February 2009
Charles Schwab April 1991 - January 2000
Skills
Management, Microsoft Excel, Sales, Team Building, Team Leadership, Microsoft Office, Customer Satisfaction, Microsoft Word, Project Planning, PowerPoint
Education
Colorado State University-Pueblo 1974 — 1979
BS, Psychology
Gold Buyers of America 2009 - 2010
Charles Schwab January 2000 - February 2009
Charles Schwab April 1991 - January 2000
Skills
Management, Microsoft Excel, Sales, Team Building, Team Leadership, Microsoft Office, Customer Satisfaction, Microsoft Word, Project Planning, PowerPoint
Education
Colorado State University-Pueblo 1974 — 1979
BS, Psychology
Patrick Mason, CFP(r)'s Charles Schwab Experience July 2006 - June 2010
Job Investment Analyst
Industry Financial Services
Experience
Cairn Investment Group July 2015 - Present
NewFocus Financial Group July 2010 - August 2014
Charles Schwab July 2006 - June 2010
Skills
Portfolio Management, Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Wealth Management
Education
Colorado State University
Bachelor of Arts, Economics
Cairn Investment Group July 2015 - Present
NewFocus Financial Group July 2010 - August 2014
Charles Schwab July 2006 - June 2010
Skills
Portfolio Management, Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Wealth Management
Education
Colorado State University
Bachelor of Arts, Economics
Trevor Kopp's Charles Schwab Experience July 2015 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Northern Trust June 2011 - Present
Northern Trust June 2006 - October 2010
Northern Trust January 2003 - June 2006
Northern Trust Corporation October 1998 - January 2003
Skills
Banking, Financial Services, Risk Management
Education
DePaul University 2001 — 2002
MBA, Business Technology
Colorado State University 1990 — 1994
Bachelor's Degree, Finance, Economics
Charles Schwab July 2015 - Present
Northern Trust June 2011 - Present
Northern Trust June 2006 - October 2010
Northern Trust January 2003 - June 2006
Northern Trust Corporation October 1998 - January 2003
Skills
Banking, Financial Services, Risk Management
Education
DePaul University 2001 — 2002
MBA, Business Technology
Colorado State University 1990 — 1994
Bachelor's Degree, Finance, Economics
Tim Gallardo's Charles Schwab Experience February 2007 - March 2008
Job Software Product Manager at QC Data
Industry Information Technology and Services
Experience
DIRECTV February 2015 - Present
QC Data January 2014 - September 2014
Cricket Communications March 2013 - January 2014
Cricket Communications February 2011 - March 2013
Arapahoe County Government October 2009 - February 2011
Custom Home Design/Build March 2008 - October 2009
Charles Schwab February 2007 - March 2008
OptiFrame Software April 2002 - February 2007
KLP Consulting Engineers, April 1998 - April 2002
Skills
Agile Methodologies, Vendor Management, Analysis, Cross-functional Team..., Product Management, SDLC, Quality Assurance, Business Process, Team Leadership, Project Management, Visio, Business Analysis, Program Management, Business Intelligence, Process Improvement, Project Portfolio..., Project Planning, Team Building, Leadership, Testing, Scrum, Integration, Software Documentation, Budgets, Requirements Analysis, Management, Risk Management, Change Management, PMP, MS Project, CRM, Software Development
Education
University of Colorado at Denver 1990 — 1994
Bachelor of Science (B.S.), Civil Engineering
Colorado State University 1988 — 1990
Construction Management
University of Colorado at Boulder 1987 — 1988
Environmental Design
DIRECTV February 2015 - Present
QC Data January 2014 - September 2014
Cricket Communications March 2013 - January 2014
Cricket Communications February 2011 - March 2013
Arapahoe County Government October 2009 - February 2011
Custom Home Design/Build March 2008 - October 2009
Charles Schwab February 2007 - March 2008
OptiFrame Software April 2002 - February 2007
KLP Consulting Engineers, April 1998 - April 2002
Skills
Agile Methodologies, Vendor Management, Analysis, Cross-functional Team..., Product Management, SDLC, Quality Assurance, Business Process, Team Leadership, Project Management, Visio, Business Analysis, Program Management, Business Intelligence, Process Improvement, Project Portfolio..., Project Planning, Team Building, Leadership, Testing, Scrum, Integration, Software Documentation, Budgets, Requirements Analysis, Management, Risk Management, Change Management, PMP, MS Project, CRM, Software Development
Education
University of Colorado at Denver 1990 — 1994
Bachelor of Science (B.S.), Civil Engineering
Colorado State University 1988 — 1990
Construction Management
University of Colorado at Boulder 1987 — 1988
Environmental Design
William Pugh, CFP®'s Charles Schwab Experience June 2004 - March 2011
Job Wealth Manager at Apriem Advisors
Industry Financial Services
Experience
Apriem Advisors June 2014 - Present
Northern Trust Securities Inc. March 2011 - May 2014
Charles Schwab June 2004 - March 2011
Skills
Wealth Management, Portfolio Management, Series 7, Asset Allocation, Investments, Mutual Funds, Asset Managment, Retirement Planning, Series 65, Fixed Income, Alternative Investments, Investment Management, Securities, Series 63, Equities, Investment Strategies, Investment Advisory, Strategic Financial..., Financial Modeling, Uniform Combined State..., ETFs, High Net Worth..., Wealth Management..., 401k, Financial Advisory, Bonds, FINRA, Retirement
Education
Concordia University-Irvine 2000 — 2004
Bachelor of Science (BS), Marketing/Marketing Management, General
Apriem Advisors June 2014 - Present
Northern Trust Securities Inc. March 2011 - May 2014
Charles Schwab June 2004 - March 2011
Skills
Wealth Management, Portfolio Management, Series 7, Asset Allocation, Investments, Mutual Funds, Asset Managment, Retirement Planning, Series 65, Fixed Income, Alternative Investments, Investment Management, Securities, Series 63, Equities, Investment Strategies, Investment Advisory, Strategic Financial..., Financial Modeling, Uniform Combined State..., ETFs, High Net Worth..., Wealth Management..., 401k, Financial Advisory, Bonds, FINRA, Retirement
Education
Concordia University-Irvine 2000 — 2004
Bachelor of Science (BS), Marketing/Marketing Management, General
Sanya Rizvi's Charles Schwab Experience August 2010 - Present
Job Complex Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
Charles Schwab October 2008 - August 2010
Charles Schwab March 2003 - October 2008
Morgan Stanley Dean Witter August 2000 - March 2003
Skills
Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Management, Financial Services, Portfolio Management, Retirement Planning
Education
McGill University 1994 — 1998
Bachelor's degree
Columbia University in the City of New York
Executive Certificate, Leadership Essentials
Charles Schwab August 2010 - Present
Charles Schwab October 2008 - August 2010
Charles Schwab March 2003 - October 2008
Morgan Stanley Dean Witter August 2000 - March 2003
Skills
Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Management, Financial Services, Portfolio Management, Retirement Planning
Education
McGill University 1994 — 1998
Bachelor's degree
Columbia University in the City of New York
Executive Certificate, Leadership Essentials
Susan Plant's Charles Schwab Experience January 1999 - December 2001
Job Mortgage Banker at Chase
Industry Banking
Experience
Chase May 2014 - Present
EverBank September 2013 - May 2014
Wells Fargo Home Mortgage January 2009 - September 2013
GMAC Mortgage November 2002 - September 2008
Charles Schwab January 1999 - December 2001
Fidelity Investments March 1996 - January 1999
Skills
Mortgage Banking, Refinance, Loan Origination, FHA, Loans, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Consumer Lending, Underwriting, Government Loans
Education
Colorado State University 1987 — 1989
Ponderosa High Scool 1984 — 1987
Diploma, High Scool
Chase May 2014 - Present
EverBank September 2013 - May 2014
Wells Fargo Home Mortgage January 2009 - September 2013
GMAC Mortgage November 2002 - September 2008
Charles Schwab January 1999 - December 2001
Fidelity Investments March 1996 - January 1999
Skills
Mortgage Banking, Refinance, Loan Origination, FHA, Loans, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Consumer Lending, Underwriting, Government Loans
Education
Colorado State University 1987 — 1989
Ponderosa High Scool 1984 — 1987
Diploma, High Scool
Shauna Wright's Charles Schwab Experience September 2014 - Present
Job Release Engineering at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Randstad March 2014 - September 2014
Northrop Grumman January 2007 - March 2014
Northrop Grumman January 2003 - January 2007
StarTek January 2000 - March 2000
Community College January 1997 - January 2000
Harrogate Granby High School January 1991 - January 1995
Skills
Configuration Management, Testing, Scripting, Systems Engineering, Solaris, Unix, Shell Scripting, Agile Methodologies, Databases, Integration, Oracle, Perl, Software Documentation, SDLC, ClearCase, ClearQuest, System Administration, Linux, Security, Ant, Scrum, CMMI, Information Assurance, Software Configuration..., Computer Security, SQL, Java, C
Education
Metropolitan State College 2001 — 2007
Bachelor of Science, Mathematics
Community College of Aurora 1997 — 1999
Associate of Science
Charles Schwab September 2014 - Present
Randstad March 2014 - September 2014
Northrop Grumman January 2007 - March 2014
Northrop Grumman January 2003 - January 2007
StarTek January 2000 - March 2000
Community College January 1997 - January 2000
Harrogate Granby High School January 1991 - January 1995
Skills
Configuration Management, Testing, Scripting, Systems Engineering, Solaris, Unix, Shell Scripting, Agile Methodologies, Databases, Integration, Oracle, Perl, Software Documentation, SDLC, ClearCase, ClearQuest, System Administration, Linux, Security, Ant, Scrum, CMMI, Information Assurance, Software Configuration..., Computer Security, SQL, Java, C
Education
Metropolitan State College 2001 — 2007
Bachelor of Science, Mathematics
Community College of Aurora 1997 — 1999
Associate of Science
Paul Sarver's Charles Schwab Experience June 2000 - November 2002
Job SVP Commercial lending
Industry Financial Services
Experience
First Bank March 2014 - November 2014
BBVA Compass September 2011 - March 2014
First Bank 2014 - 2014
Mass Mutual May 2011 - September 2011
JPMorgan Chase August 2003 - April 2005
Cox Communications January 2003 - July 2003
Charles Schwab June 2000 - November 2002
Schwab Institutional June 2000 - November 2002
Qwest Communications May 1999 - May 2000
American Express January 1997 - April 1999
Skills
Banking, Sales, Retail, Small Business Lending, Commercial Lending, Loans, Alternative Investments, Business Planning, Credit, Credit Analysis, Investments, Mortgage Lending, Portfolio Management, Relationship Management, Risk Management, Sales Management, Strategic Planning, Wealth Management
Education
Community College of the Air Force 1981 — 1983
Associate's degree, Electro-mechanical engineering
American Community School London England 1979 — 1981
First Bank March 2014 - November 2014
BBVA Compass September 2011 - March 2014
First Bank 2014 - 2014
Mass Mutual May 2011 - September 2011
JPMorgan Chase August 2003 - April 2005
Cox Communications January 2003 - July 2003
Charles Schwab June 2000 - November 2002
Schwab Institutional June 2000 - November 2002
Qwest Communications May 1999 - May 2000
American Express January 1997 - April 1999
Skills
Banking, Sales, Retail, Small Business Lending, Commercial Lending, Loans, Alternative Investments, Business Planning, Credit, Credit Analysis, Investments, Mortgage Lending, Portfolio Management, Relationship Management, Risk Management, Sales Management, Strategic Planning, Wealth Management
Education
Community College of the Air Force 1981 — 1983
Associate's degree, Electro-mechanical engineering
American Community School London England 1979 — 1981
Virgil Ridgley's Charles Schwab Experience August 1995 - March 1997
Job FCM and Continuum Support
Industry Investment Management
Experience
CQG July 2000 - Present
Morrison Police Dept February 2004 - July 2007
J.D. Edwards June 1999 - April 2000
MetLife August 1997 - May 1999
Charles Schwab August 1995 - March 1997
United States Marine Corps August 1989 - April 1994
Skills
Trading, Risk Management, Financial Risk, Trading Systems, Financial Markets, Commodity, Derivatives, Options, Bloomberg, Market Data, Electronic Trading, Equities, Fixed Income, FX trading, Management, Commodity Markets, FX Options, Account Management, Technical Analysis, Customer Support, Risk Assessment, Leadership, Team Leadership, Conflict Management, Capital Markets, Hedge Funds, Equity Derivatives, Directing, Conflict Resolution, FIX API, Google Protocol Buffer,..., Java, Exchange Compliance, Ninja Trader, DTN, QST
Education
Colorado State University-Pueblo 2010 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations, 3.89
Arvada West High SChool
CQG July 2000 - Present
Morrison Police Dept February 2004 - July 2007
J.D. Edwards June 1999 - April 2000
MetLife August 1997 - May 1999
Charles Schwab August 1995 - March 1997
United States Marine Corps August 1989 - April 1994
Skills
Trading, Risk Management, Financial Risk, Trading Systems, Financial Markets, Commodity, Derivatives, Options, Bloomberg, Market Data, Electronic Trading, Equities, Fixed Income, FX trading, Management, Commodity Markets, FX Options, Account Management, Technical Analysis, Customer Support, Risk Assessment, Leadership, Team Leadership, Conflict Management, Capital Markets, Hedge Funds, Equity Derivatives, Directing, Conflict Resolution, FIX API, Google Protocol Buffer,..., Java, Exchange Compliance, Ninja Trader, DTN, QST
Education
Colorado State University-Pueblo 2010 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations, 3.89
Arvada West High SChool
Koji Felton's Charles Schwab Experience June 1998 - March 2011
Job Mutual Fund Independent Trustee at Series Portfolio Trust
Industry Legal Services
Experience
Series Portfolio Trust September 2015 - Present
Kohlberg Kravis Roberts January 2013 - July 2015
Dechert LLP August 2011 - January 2013
Charles Schwab June 1998 - March 2011
US Securities and Exchange Commission November 1992 - June 1998
Shearman & Sterling LLP September 1986 - November 1992
Skills
Securities Regulation, Securities, Investment Advisers Act, Securities Litigation, Investment Company Act, Corporate Governance
Education
Columbia University School of Law 1983 — 1986
J.D.
Harvard College 1979 — 1983
A.B., Government
Series Portfolio Trust September 2015 - Present
Kohlberg Kravis Roberts January 2013 - July 2015
Dechert LLP August 2011 - January 2013
Charles Schwab June 1998 - March 2011
US Securities and Exchange Commission November 1992 - June 1998
Shearman & Sterling LLP September 1986 - November 1992
Skills
Securities Regulation, Securities, Investment Advisers Act, Securities Litigation, Investment Company Act, Corporate Governance
Education
Columbia University School of Law 1983 — 1986
J.D.
Harvard College 1979 — 1983
A.B., Government
Jan McFarren's Charles Schwab Experience January 2011 - Present
Job Senior Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
Comcast 2006 - 2008
Lehman Brothers 2003 - 2004
Skills
Business Analysis, Process Engineering, User Interface Design
Education
Colorado Technical University-Greenwood Village 2008 — 2009
M.S., Project Management & IT Management
Charles Schwab January 2011 - Present
Comcast 2006 - 2008
Lehman Brothers 2003 - 2004
Skills
Business Analysis, Process Engineering, User Interface Design
Education
Colorado Technical University-Greenwood Village 2008 — 2009
M.S., Project Management & IT Management
Sabrina Hoffman's Charles Schwab Experience January 2011 - Present
Job Registered Representive at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
Bank of America September 2010 - January 2011
Applied Underwriters August 2007 - August 2010
Skills
Series 7, Series 63, Series 9/10
Education
Concordia University, Nebraska 2015 — 2016
Master of Business Administration (MBA), Risk Management
Arizona State University 2010 — 2013
Bachelor of Science (B.S.), Political Science and Government
University of Nebraska at Omaha 2007 — 2010
Charles Schwab January 2011 - Present
Bank of America September 2010 - January 2011
Applied Underwriters August 2007 - August 2010
Skills
Series 7, Series 63, Series 9/10
Education
Concordia University, Nebraska 2015 — 2016
Master of Business Administration (MBA), Risk Management
Arizona State University 2010 — 2013
Bachelor of Science (B.S.), Political Science and Government
University of Nebraska at Omaha 2007 — 2010
Josh Markovich's Charles Schwab Experience February 2015 - Present
Job Portfolio Services Charles Schwab
Industry Restaurants
Experience
Charles Schwab February 2015 - Present
Farmers Insurance December 2014 - February 2015
Shady Gators May 2006 - October 2014
SubZone October 2010 - July 2014
Skills
Restaurant Management, Time Management, Hospitality, Event Planning, Restaurants, Customer Service, Social Media, Food, Microsoft Excel, Microsoft Word, PowerPoint, Food & Beverage, Microsoft Office, Public Speaking, Inventory Management, Scheduling Management, Small Business...
Education
Columbia College 2007 — 2011
Bachelor's Degree, Business Administration and Management, General
University of Central Missouri 2001 — 2006
Bachelor's Degree, Business Administration and Management, General
Charles Schwab February 2015 - Present
Farmers Insurance December 2014 - February 2015
Shady Gators May 2006 - October 2014
SubZone October 2010 - July 2014
Skills
Restaurant Management, Time Management, Hospitality, Event Planning, Restaurants, Customer Service, Social Media, Food, Microsoft Excel, Microsoft Word, PowerPoint, Food & Beverage, Microsoft Office, Public Speaking, Inventory Management, Scheduling Management, Small Business...
Education
Columbia College 2007 — 2011
Bachelor's Degree, Business Administration and Management, General
University of Central Missouri 2001 — 2006
Bachelor's Degree, Business Administration and Management, General
Kimberly Garth's Charles Schwab Experience August 2006 - April 2009
Job Operations Analyst at SunTrust Mortgage
Industry Banking
Experience
SunTrust Mortgage February 2010 - Present
Charles Schwab August 2006 - April 2009
Fiserv Trust Services March 2001 - August 2004
Education
Colorado Technical University-Online
SunTrust Mortgage February 2010 - Present
Charles Schwab August 2006 - April 2009
Fiserv Trust Services March 2001 - August 2004
Education
Colorado Technical University-Online
Courtney Nunley's Charles Schwab Experience August 2015 - Present
Job Operations Associate at Charles Schwab
Industry Banking
Experience
Charles Schwab August 2015 - Present
S3- Shared Service Solutions, LLC January 2014 - August 2015
Bellco Credit Union November 2011 - January 2014
Bellco Credit Union January 2009 - November 2011
Skills
Banking, Customer Service, Consumer Lending
Education
Community College of Aurora
Business Administration and Management, General
Charles Schwab August 2015 - Present
S3- Shared Service Solutions, LLC January 2014 - August 2015
Bellco Credit Union November 2011 - January 2014
Bellco Credit Union January 2009 - November 2011
Skills
Banking, Customer Service, Consumer Lending
Education
Community College of Aurora
Business Administration and Management, General
Brian Edkin's Charles Schwab Experience July 1999 - Present
Job Vice President/Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 1999 - Present
Education
Concordia University-Ann Arbor
Bachelor of Arts (B.A.)
Charles Schwab July 1999 - Present
Education
Concordia University-Ann Arbor
Bachelor of Arts (B.A.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank