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
Ashley Cole Seidman Ashley Cole Seidman's Charles Schwab Experience March 2014 - March 2015
Job US Media at Intel Corporation
Industry Marketing and Advertising
Experience
Intel Corporation April 2015 - Present
Charles Schwab March 2014 - March 2015
Universal McCann January 2011 - February 2014
Universal McCann October 2006 - January 2011
Universal McCann August 2004 - October 2006
McCann Worldgroup / Universal McCann September 2000 - August 2004
Young & Rubicam / Mediaedge:cia June 1997 - September 2000
Skills
Media Planning, Integrated Marketing, Media Strategy, Digital Strategy, Digital Media, Interactive Marketing, Advertising, Strategy, Creative Direction, Customer Insight, Digital Marketing, Corporate Branding, Mobile Marketing, Multi-channel Marketing, Media Buying, Market Research, Analytics, Mobile Advertising, Online Advertising
Education
Cornell University
BA, English
University of California, Berkeley - Walter A. Haas School of Business
MBA
Intel Corporation April 2015 - Present
Charles Schwab March 2014 - March 2015
Universal McCann January 2011 - February 2014
Universal McCann October 2006 - January 2011
Universal McCann August 2004 - October 2006
McCann Worldgroup / Universal McCann September 2000 - August 2004
Young & Rubicam / Mediaedge:cia June 1997 - September 2000
Skills
Media Planning, Integrated Marketing, Media Strategy, Digital Strategy, Digital Media, Interactive Marketing, Advertising, Strategy, Creative Direction, Customer Insight, Digital Marketing, Corporate Branding, Mobile Marketing, Multi-channel Marketing, Media Buying, Market Research, Analytics, Mobile Advertising, Online Advertising
Education
Cornell University
BA, English
University of California, Berkeley - Walter A. Haas School of Business
MBA
Chris Vartanian Chris Vartanian's Charles Schwab Experience June 2014 - August 2014
Job christopher.vartanian@ey.com
Industry Financial Services
Experience
EY January 2015 - Present
Charles Schwab June 2014 - August 2014
UBS January 2014 - June 2014
Skills
Accounting, Finance, Microsoft Excel, Investments, Economics, Valuation, Portfolio Management, Bloomberg
Education
William Paterson University of New Jersey 2012 — 2014
Bachelor's degree, Accounting and Financial Planning
County College of Morris 2008 — 2012
Associate's degree, Business Administration
EY January 2015 - Present
Charles Schwab June 2014 - August 2014
UBS January 2014 - June 2014
Skills
Accounting, Finance, Microsoft Excel, Investments, Economics, Valuation, Portfolio Management, Bloomberg
Education
William Paterson University of New Jersey 2012 — 2014
Bachelor's degree, Accounting and Financial Planning
County College of Morris 2008 — 2012
Associate's degree, Business Administration
Vanessa Cruz Vanessa Cruz's Charles Schwab Experience January 2015 - Present
Job Senior Team Manager, Talent Acquisition at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab January 2015 - Present
Charles Schwab July 2010 - December 2014
Charles Schwab February 2009 - July 2010
Charles Schwab & Co. January 2007 - February 2009
Kelly Services November 2004 - January 2007
Kelly Services (Kelly Financial Resources) July 2001 - November 2004
Robert Half September 2000 - May 2001
Skills
Recruiting, Talent Management, Leadership, Staff Development, Talent Acquisition, Applicant Tracking..., College Recruiting, Internet Recruiting, Technical Recruiting, Onboarding, Benefits Negotiation, Executive Search, Management, Interviews
Education
University of Phoenix 2003 — 2005
M.B.A., Human Resources Management
Cornell University 1996 — 1999
B.A., Archaeology
Charles Schwab January 2015 - Present
Charles Schwab July 2010 - December 2014
Charles Schwab February 2009 - July 2010
Charles Schwab & Co. January 2007 - February 2009
Kelly Services November 2004 - January 2007
Kelly Services (Kelly Financial Resources) July 2001 - November 2004
Robert Half September 2000 - May 2001
Skills
Recruiting, Talent Management, Leadership, Staff Development, Talent Acquisition, Applicant Tracking..., College Recruiting, Internet Recruiting, Technical Recruiting, Onboarding, Benefits Negotiation, Executive Search, Management, Interviews
Education
University of Phoenix 2003 — 2005
M.B.A., Human Resources Management
Cornell University 1996 — 1999
B.A., Archaeology
Sara Shoaf, CEP Sara Shoaf, CEP's Charles Schwab Experience July 2014 - Present
Job Financial Reporting Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Solium March 2014 - July 2014
Solium April 2012 - April 2014
Solium August 2010 - April 2012
Charles Schwab October 2007 - August 2010
Equity Methods 2005 - 2007
Skills
Business Analysis, Equities, Financial Analysis, Financial Services, Options, Relationship Management, Securities, Process Improvement, Finance, Management, Portfolio Management, Project Management, Financial Reporting, Financial Modeling, Series 7
Education
Cornell University 1999 — 2003
B.S., Policy Analysis & Management
Charles Schwab July 2014 - Present
Solium March 2014 - July 2014
Solium April 2012 - April 2014
Solium August 2010 - April 2012
Charles Schwab October 2007 - August 2010
Equity Methods 2005 - 2007
Skills
Business Analysis, Equities, Financial Analysis, Financial Services, Options, Relationship Management, Securities, Process Improvement, Finance, Management, Portfolio Management, Project Management, Financial Reporting, Financial Modeling, Series 7
Education
Cornell University 1999 — 2003
B.S., Policy Analysis & Management
Jessica Grohoski Jessica Grohoski's Charles Schwab Experience August 2015 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab June 2014 - August 2014
Albert R. Mann Library May 2013 - May 2014
Math & Movement May 2013 - September 2013
Turnquist Partners Realtors May 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Publisher, Java, Photoshop, Stata, Economics, Econometrics, Statistics, Public Speaking, Marketing, Social Media, Management, Customer Service, Research, Event Planning, PowerPoint, Data Analysis, Leadership
Education
Cornell University 2011 — 2015
Bachelor's degree, Economics
Charles Schwab August 2015 - Present
Charles Schwab June 2014 - August 2014
Albert R. Mann Library May 2013 - May 2014
Math & Movement May 2013 - September 2013
Turnquist Partners Realtors May 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Publisher, Java, Photoshop, Stata, Economics, Econometrics, Statistics, Public Speaking, Marketing, Social Media, Management, Customer Service, Research, Event Planning, PowerPoint, Data Analysis, Leadership
Education
Cornell University 2011 — 2015
Bachelor's degree, Economics
Cynthia Chavez Cynthia Chavez's Charles Schwab Experience August 2014 - Present
Job Experienced Sr Treasury Manager
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Global Training Institute for Women February 2012 - October 2014
First Solar Inc. October 2007 - January 2012
Salesforce.com September 2006 - June 2007
eBay Inc April 2004 - June 2006
Veritas Software (acquired by Symantec Corp in 2004) March 2001 - March 2004
Oracle November 1996 - February 2001
Skills
Sarbanes-Oxley Act, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Financial Modeling, Internal Controls, Accounting, Treasury, Process Improvement, Cash Management
Education
Golden Gate University
De La Salle University
Bachelor's Degree, Accounting
Charles Schwab August 2014 - Present
Global Training Institute for Women February 2012 - October 2014
First Solar Inc. October 2007 - January 2012
Salesforce.com September 2006 - June 2007
eBay Inc April 2004 - June 2006
Veritas Software (acquired by Symantec Corp in 2004) March 2001 - March 2004
Oracle November 1996 - February 2001
Skills
Sarbanes-Oxley Act, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Financial Modeling, Internal Controls, Accounting, Treasury, Process Improvement, Cash Management
Education
Golden Gate University
De La Salle University
Bachelor's Degree, Accounting
Barrett Ames Barrett Ames's Charles Schwab Experience June 2009 - August 2009
Job Robotics Engineer at TRACLabs Inc
Industry Defense & Space
Experience
TRACLabs Inc May 2014 - Present
Talos March 2014 - Present
Oceaneering Space Systems August 2013 - April 2014
MIN3 August 2013 - March 2014
University at Buffalo October 2012 - August 2013
Thorpe Seeop April 2012 - July 2012
RedRover January 2012 - March 2012
Originate Labs June 2011 - September 2011
NextGen Aeronautics June 2010 - August 2010
Charles Schwab June 2009 - August 2009
Skills
Matlab, C, Java, C++, Entrepreneurship, Python, Start-ups, Programming, Business Development, Microsoft Excel, Business Strategy, Product Development, Robotics, Software Development, Team Leadership, Strategic Planning, Linux, Microcontrollers, Engineering, Ruby on Rails, Unix, Soldering, Software Engineering, Simulations, Computer Science, Machine Learning, Computer Vision, Artificial Intelligence
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Robotics
Brophy College Preparatory 2004 — 2008
TRACLabs Inc May 2014 - Present
Talos March 2014 - Present
Oceaneering Space Systems August 2013 - April 2014
MIN3 August 2013 - March 2014
University at Buffalo October 2012 - August 2013
Thorpe Seeop April 2012 - July 2012
RedRover January 2012 - March 2012
Originate Labs June 2011 - September 2011
NextGen Aeronautics June 2010 - August 2010
Charles Schwab June 2009 - August 2009
Skills
Matlab, C, Java, C++, Entrepreneurship, Python, Start-ups, Programming, Business Development, Microsoft Excel, Business Strategy, Product Development, Robotics, Software Development, Team Leadership, Strategic Planning, Linux, Microcontrollers, Engineering, Ruby on Rails, Unix, Soldering, Software Engineering, Simulations, Computer Science, Machine Learning, Computer Vision, Artificial Intelligence
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Robotics
Brophy College Preparatory 2004 — 2008
Kelly (Plossl) Overton, PMP Kelly (Plossl) Overton, PMP's Charles Schwab Experience September 2015 - Present
Job Project Management
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Nordstrom July 2013 - Present
Be Present, Inc December 2011 - June 2013
Nordstrom October 2010 - January 2012
Northbound DGS 2009 - November 2011
Academy of Art University October 2006 - December 2009
UBS Investment Bank 2005 - 2006
Bear Stearns December 2004 - December 2005
Oppenheimer & Co. December 2004 - September 2005
Women and Minorities in Business at The Johnson School at Cornell University 1999 - 2003
Skills
SharePoint, Business Strategy, CRM, Lead Generation, Customer Service, Market Research, Recruiting, Merchandising, Direct Sales, Salesforce.com, PeopleSoft, Social Networking, Training, Marketing, Microsoft Excel, Data Analysis, Email Marketing, Product Marketing, Operations Management, Styling, Analytical Skills, People Skills, Financial Reporting, Financial Analysis, Sales Process, Writing, Consumer Goods, Restaurants, training and development, Fashion Buying, Project Management, Leadership, Management
Education
Cornell University 1999 — 2003
BA, Economics
Charles Schwab September 2015 - Present
Nordstrom July 2013 - Present
Be Present, Inc December 2011 - June 2013
Nordstrom October 2010 - January 2012
Northbound DGS 2009 - November 2011
Academy of Art University October 2006 - December 2009
UBS Investment Bank 2005 - 2006
Bear Stearns December 2004 - December 2005
Oppenheimer & Co. December 2004 - September 2005
Women and Minorities in Business at The Johnson School at Cornell University 1999 - 2003
Skills
SharePoint, Business Strategy, CRM, Lead Generation, Customer Service, Market Research, Recruiting, Merchandising, Direct Sales, Salesforce.com, PeopleSoft, Social Networking, Training, Marketing, Microsoft Excel, Data Analysis, Email Marketing, Product Marketing, Operations Management, Styling, Analytical Skills, People Skills, Financial Reporting, Financial Analysis, Sales Process, Writing, Consumer Goods, Restaurants, training and development, Fashion Buying, Project Management, Leadership, Management
Education
Cornell University 1999 — 2003
BA, Economics
Leea Henderson Leea Henderson's Charles Schwab Experience May 2014 - November 2014
Job Senior Marketing Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo April 2015 - Present
Charles Schwab May 2014 - November 2014
PayPal March 2013 - January 2014
Intuit Inc. June 2012 - February 2013
Wells Fargo Bank August 2010 - February 2012
Union Bank March 2010 - August 2010
Wells Fargo Bank October 2009 - November 2009
Union Bank March 2009 - August 2009
Intuit September 2008 - February 2009
Wells Fargo Bank March 2005 - July 2008
Skills
Customer Acquisition, Direct Marketing, Digital Marketing, SEO, Customer Retention, Marketing Strategy, B2B Marketing, Email Marketing, Project Management, Business Development, CRM, Vendor Management, Marketing Communications, Marketing, Online Marketing, Management, Strategic Communications, B2B, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, E-commerce, Lead Generation, Segmentation
Education
Dallas Baptist University
MBA, Management
The University of Texas at Arlington
BBA, Marketing
Wells Fargo April 2015 - Present
Charles Schwab May 2014 - November 2014
PayPal March 2013 - January 2014
Intuit Inc. June 2012 - February 2013
Wells Fargo Bank August 2010 - February 2012
Union Bank March 2010 - August 2010
Wells Fargo Bank October 2009 - November 2009
Union Bank March 2009 - August 2009
Intuit September 2008 - February 2009
Wells Fargo Bank March 2005 - July 2008
Skills
Customer Acquisition, Direct Marketing, Digital Marketing, SEO, Customer Retention, Marketing Strategy, B2B Marketing, Email Marketing, Project Management, Business Development, CRM, Vendor Management, Marketing Communications, Marketing, Online Marketing, Management, Strategic Communications, B2B, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, E-commerce, Lead Generation, Segmentation
Education
Dallas Baptist University
MBA, Management
The University of Texas at Arlington
BBA, Marketing
Michael J Cerone Michael J Cerone's Charles Schwab Experience June 2013 - August 2013
Job Account Manager at Unity Building Services, Inc.
Industry Financial Services
Experience
Unity Building Services, Inc. August 2014 - Present
RegentAtlantic September 2013 - March 2014
Charles Schwab June 2013 - August 2013
Montville Inn June 2008 - November 2012
Restaurant L September 2006 - March 2008
Skills
Finance, Leadership, Financial Advisory, Bloomberg, Corporate Finance, Derivatives
Education
William Paterson University of New Jersey 2013 — 2014
Bachelors, Financial Planning
County College of Morris 2011 — 2012
Associates, Business Administration
Unity Building Services, Inc. August 2014 - Present
RegentAtlantic September 2013 - March 2014
Charles Schwab June 2013 - August 2013
Montville Inn June 2008 - November 2012
Restaurant L September 2006 - March 2008
Skills
Finance, Leadership, Financial Advisory, Bloomberg, Corporate Finance, Derivatives
Education
William Paterson University of New Jersey 2013 — 2014
Bachelors, Financial Planning
County College of Morris 2011 — 2012
Associates, Business Administration
Tammy Kornegay-Hodges, SPHR Tammy Kornegay-Hodges, SPHR's Charles Schwab Experience January 2002 - September 2007
Job Director, Human Resources Business Partner at Union Bank
Industry Financial Services
Experience
Union Bank July 2015 - Present
Union Bank June 2013 - Present
JPMorgan Chase May 2011 - December 2012
Bank of America February 2009 - May 2011
Insight February 2008 - December 2008
Charles Schwab January 2002 - September 2007
Charles Schwab January 1999 - January 2002
Skills
Program Management, Employee Relations, Organizational..., Performance Management, Talent Management, Compensation & Benefit, Employee Engagement, Talent Acquisition, Employee Recognition, Leadership Development, Vendor Management, Training, Strategy, Workforce Planning, Organizational..., HR Policies, Strategic Planning, Recruiting, Management, Deferred Compensation, Personnel Management, Employment Law, Employee Benefits, Team Building, Human Resources, Benefits Administration, PeopleSoft, Leadership
Education
Cornell University
Advanced Certificate in Strategic HR Management
Rio Salado College
Union Bank July 2015 - Present
Union Bank June 2013 - Present
JPMorgan Chase May 2011 - December 2012
Bank of America February 2009 - May 2011
Insight February 2008 - December 2008
Charles Schwab January 2002 - September 2007
Charles Schwab January 1999 - January 2002
Skills
Program Management, Employee Relations, Organizational..., Performance Management, Talent Management, Compensation & Benefit, Employee Engagement, Talent Acquisition, Employee Recognition, Leadership Development, Vendor Management, Training, Strategy, Workforce Planning, Organizational..., HR Policies, Strategic Planning, Recruiting, Management, Deferred Compensation, Personnel Management, Employment Law, Employee Benefits, Team Building, Human Resources, Benefits Administration, PeopleSoft, Leadership
Education
Cornell University
Advanced Certificate in Strategic HR Management
Rio Salado College
Prabhash Rathore Prabhash Rathore's Charles Schwab Experience June 2009 - November 2009
Job MTS1 Software Engineer at PayPal
Industry Computer Software
Experience
PayPal September 2014 - Present
PayPal April 2012 - September 2014
Allstate November 2010 - April 2012
Allstate April 2010 - October 2010
Allstate December 2009 - March 2010
Charles Schwab June 2009 - November 2009
Wipro Technologies August 2005 - May 2009
Skills
Java, Java Enterprise Edition, C++, JavaScript, Node.js, RESTful WebServices, Data Structures, Algorithm Design, Unix, Linux, Struts, JSP, Servlets, EJB, XML, Oracle, Maven, Ant, Perl, PL/SQL, TestNG, JUnit, Subversion, UML, Team Leadership, WebSphere Portal, WebSphere Application..., ClearCase, JDBC, SQL, Microsoft SQL Server, Eclipse, Certified Scrum Master..., PMP, Payments, shell script, Git, Jenkins, PHP, AJAX, Databases, Teamsite, Tortoise SVN, Pega PRPC, Github, Scrum, Web Services
Education
BITS Pilani - 2009
MS, Software Engineering
Delhi University
Noida Public School
PayPal September 2014 - Present
PayPal April 2012 - September 2014
Allstate November 2010 - April 2012
Allstate April 2010 - October 2010
Allstate December 2009 - March 2010
Charles Schwab June 2009 - November 2009
Wipro Technologies August 2005 - May 2009
Skills
Java, Java Enterprise Edition, C++, JavaScript, Node.js, RESTful WebServices, Data Structures, Algorithm Design, Unix, Linux, Struts, JSP, Servlets, EJB, XML, Oracle, Maven, Ant, Perl, PL/SQL, TestNG, JUnit, Subversion, UML, Team Leadership, WebSphere Portal, WebSphere Application..., ClearCase, JDBC, SQL, Microsoft SQL Server, Eclipse, Certified Scrum Master..., PMP, Payments, shell script, Git, Jenkins, PHP, AJAX, Databases, Teamsite, Tortoise SVN, Pega PRPC, Github, Scrum, Web Services
Education
BITS Pilani - 2009
MS, Software Engineering
Delhi University
Noida Public School
Margaret Bierman Margaret Bierman's Charles Schwab Experience March 2004 - May 2004
Job Senior Technical Writer at CyberSource
Industry Internet
Experience
CyberSource May 2015 - Present
Visa June 2014 - May 2015
HighWire Press, Stanford University June 2004 - June 2014
Charles Schwab March 2004 - May 2004
Inovant LCC (Visa International) March 1997 - January 2004
Skills
Salesforce.com, XML, HTML, XHTML, Content Management, User Experience, FrameMaker, Information Architecture, Editing
Education
Concordia University-Portland
Bachelor's degree, English
CyberSource May 2015 - Present
Visa June 2014 - May 2015
HighWire Press, Stanford University June 2004 - June 2014
Charles Schwab March 2004 - May 2004
Inovant LCC (Visa International) March 1997 - January 2004
Skills
Salesforce.com, XML, HTML, XHTML, Content Management, User Experience, FrameMaker, Information Architecture, Editing
Education
Concordia University-Portland
Bachelor's degree, English
Robin Elizabeth DeGracia Robin Elizabeth DeGracia's Charles Schwab Experience March 2011 - Present
Job Senior Manager at Windhaven Investment Management
Industry Financial Services
Experience
Charles Schwab March 2011 - Present
Charles Schwab August 2009 - March 2011
Charles Schwab June 2007 - August 2009
Hewlett-Packard June 2006 - August 2006
Jacada August 2004 - June 2005
Marathon Data Systems August 2001 - May 2004
Marathon Data Systems June 2000 - August 2000
Marathon Data Systems December 1999 - March 2000
Summer Institute for the Gifted July 1998 - August 1998
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA
Dartmouth College 1997 — 2001
AB
Charles Schwab March 2011 - Present
Charles Schwab August 2009 - March 2011
Charles Schwab June 2007 - August 2009
Hewlett-Packard June 2006 - August 2006
Jacada August 2004 - June 2005
Marathon Data Systems August 2001 - May 2004
Marathon Data Systems June 2000 - August 2000
Marathon Data Systems December 1999 - March 2000
Summer Institute for the Gifted July 1998 - August 1998
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA
Dartmouth College 1997 — 2001
AB
Jason Maxey, QPFC Jason Maxey, QPFC's Charles Schwab Experience September 2000 - October 2002
Job Regional Service Manager at The Standard
Industry Financial Services
Experience
The Standard October 2013 - Present
The Standard April 2004 - October 2013
The Standard June 2009 - July 2011
The Standard December 2007 - June 2009
The Standard January 2005 - December 2007
The Standard April 2004 - February 2006
Wells Fargo Bank September 2003 - April 2004
Charles Schwab September 2000 - October 2002
Skills
Retirement, Retirement Planning, 401k, Series 63, ERISA, Financial Services, Qualified Retirement..., Financial Advisory, Team Management, Defined Benefit, Retirement Plan..., Pensions, Series 7, Series 65, QPFC
Education
Daytona Beach Community College
Associates of Arts
Daytona State College
Associates Degree, Economics
The Standard October 2013 - Present
The Standard April 2004 - October 2013
The Standard June 2009 - July 2011
The Standard December 2007 - June 2009
The Standard January 2005 - December 2007
The Standard April 2004 - February 2006
Wells Fargo Bank September 2003 - April 2004
Charles Schwab September 2000 - October 2002
Skills
Retirement, Retirement Planning, 401k, Series 63, ERISA, Financial Services, Qualified Retirement..., Financial Advisory, Team Management, Defined Benefit, Retirement Plan..., Pensions, Series 7, Series 65, QPFC
Education
Daytona Beach Community College
Associates of Arts
Daytona State College
Associates Degree, Economics
Mike Durand Mike Durand's Charles Schwab Experience November 1999 - March 2004
Job Communications and Design Consultant
Industry Public Relations and Communications
Experience
Vox Auxilio - Communications and Design Studio April 2014 - Present
ROI Communication September 2014 - Present
MSLGROUP June 2010 - March 2014
T-Mobile September 2008 - June 2010
Microsoft May 2004 - September 2008
Charles Schwab November 1999 - March 2004
Levi Strauss & Co. March 1997 - October 1999
Fleishman-Hillard June 1993 - November 1996
Ketchum PR January 1990 - June 1993
Ogilvy & Mather September 1987 - December 1989
Skills
Corporate Communications, Strategic Communications, Public Relations, Crisis Communications, Reputation Management, Internal Communications, Marketing Communications, Public Affairs, Spokesperson, Corporate Social..., Messaging, Social Media, Speech Writing, Message Development, Analyst Relations, Investor Relations, Crisis Management, Press Releases, Media Relations, Brand Management, Leadership, Web Content, Communications Planning, Content Strategy, Publicity, Brand Developement, Online Communications, Executive Counsel, B2B Marketing, Global Media Relations, Coaching, Editorial, Event Planning, Management, Team Building, Employee Engagement, Social Media Marketing, Integrated Marketing, Communication Training, Strategy, Marketing, Marketing Strategy, Copywriting, Writing
Education
Cornell University
Bachelor of Science, Communications
Northwestern University - Kellogg School of Management
Microsoft Executive Development Program, Marketing
University of Washington
Professional & Continuing Education - Screenwriting
Vox Auxilio - Communications and Design Studio April 2014 - Present
ROI Communication September 2014 - Present
MSLGROUP June 2010 - March 2014
T-Mobile September 2008 - June 2010
Microsoft May 2004 - September 2008
Charles Schwab November 1999 - March 2004
Levi Strauss & Co. March 1997 - October 1999
Fleishman-Hillard June 1993 - November 1996
Ketchum PR January 1990 - June 1993
Ogilvy & Mather September 1987 - December 1989
Skills
Corporate Communications, Strategic Communications, Public Relations, Crisis Communications, Reputation Management, Internal Communications, Marketing Communications, Public Affairs, Spokesperson, Corporate Social..., Messaging, Social Media, Speech Writing, Message Development, Analyst Relations, Investor Relations, Crisis Management, Press Releases, Media Relations, Brand Management, Leadership, Web Content, Communications Planning, Content Strategy, Publicity, Brand Developement, Online Communications, Executive Counsel, B2B Marketing, Global Media Relations, Coaching, Editorial, Event Planning, Management, Team Building, Employee Engagement, Social Media Marketing, Integrated Marketing, Communication Training, Strategy, Marketing, Marketing Strategy, Copywriting, Writing
Education
Cornell University
Bachelor of Science, Communications
Northwestern University - Kellogg School of Management
Microsoft Executive Development Program, Marketing
University of Washington
Professional & Continuing Education - Screenwriting
DJ Jensen DJ Jensen's Charles Schwab Experience June 2010 - May 2014
Job Retirement Plans & Institutional Investment Consultant
Industry Financial Services
Experience
Charles Schwab June 2010 - May 2014
JPMorgan Chase October 2007 - May 2010
Metro Financial Services January 1996 - September 2007
Access Financial Group December 2003 - December 2006
United States Air Force November 1988 - October 1995
Skills
Retirement Plan..., Portfolio Management, Qualified Retirement..., Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Investments, Estate Planning, Trusts, Health Insurance, Life Insurance, Fixed Income Strategies, Variable Annuities, Fixed Annuities, Employee Benefits, RFP Generation, Strategic Financial...
Education
Creighton University's Heider College of Business 2015 — 2016
Master of Science (MS), Investment Management and Financial Analysis
University of Nebraska-Lincoln 1983 — 1988
BS, Secondary Education and Teaching
Charles Schwab June 2010 - May 2014
JPMorgan Chase October 2007 - May 2010
Metro Financial Services January 1996 - September 2007
Access Financial Group December 2003 - December 2006
United States Air Force November 1988 - October 1995
Skills
Retirement Plan..., Portfolio Management, Qualified Retirement..., Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Investments, Estate Planning, Trusts, Health Insurance, Life Insurance, Fixed Income Strategies, Variable Annuities, Fixed Annuities, Employee Benefits, RFP Generation, Strategic Financial...
Education
Creighton University's Heider College of Business 2015 — 2016
Master of Science (MS), Investment Management and Financial Analysis
University of Nebraska-Lincoln 1983 — 1988
BS, Secondary Education and Teaching
Brandon Slay's Charles Schwab Experience September 1998 - July 2000
Job Resident Freestyle Coach Olympic Training Center at USA Wrestling
Industry Sports
Experience
USA Wrestling January 2009 - Present
Stream Realty Partners December 2005 - May 2008
Charles Schwab September 1998 - July 2000
Skills
Sports Marketing, Fitness, Marketing, Sports Management, Sports Coaching, Leadership Development, Management, Theology, Counseling Psychology, Direct Sales, Training, Coaching, Athletics, Account Management, Sports, Microsoft Excel, Public Speaking, Nonprofits, Strategic Planning, Entrepreneurship, Contract Negotiation, Marketing Strategy, Operant Conditioning, Mentoring, Event Management, Microsoft Office, Athletic Training, Soccer, Leadership, Team Leadership, Social Media Marketing, Negotiation, Social Networking, Sales Management, Business Strategy, Team Building, Research, Life Coaching, Sponsorship, Sales, Fundraising, Football, Social Media, Event Planning, Competitive Analysis, Marketing Communications, Lead Generation, Recruiting
Education
Dallas Theological Seminary 2004 — 2006
Certificate of Graduate Studies, Discipleship
University of Pennsylvania 1993 — 1998
BS, Economics
USA Wrestling January 2009 - Present
Stream Realty Partners December 2005 - May 2008
Charles Schwab September 1998 - July 2000
Skills
Sports Marketing, Fitness, Marketing, Sports Management, Sports Coaching, Leadership Development, Management, Theology, Counseling Psychology, Direct Sales, Training, Coaching, Athletics, Account Management, Sports, Microsoft Excel, Public Speaking, Nonprofits, Strategic Planning, Entrepreneurship, Contract Negotiation, Marketing Strategy, Operant Conditioning, Mentoring, Event Management, Microsoft Office, Athletic Training, Soccer, Leadership, Team Leadership, Social Media Marketing, Negotiation, Social Networking, Sales Management, Business Strategy, Team Building, Research, Life Coaching, Sponsorship, Sales, Fundraising, Football, Social Media, Event Planning, Competitive Analysis, Marketing Communications, Lead Generation, Recruiting
Education
Dallas Theological Seminary 2004 — 2006
Certificate of Graduate Studies, Discipleship
University of Pennsylvania 1993 — 1998
BS, Economics
Ken Zadoorian III Ken Zadoorian III's Charles Schwab Experience November 2009 - April 2011
Job Training and Implementation Consultant
Industry Computer Software
Experience
AppointmentPlus August 2013 - Present
Appointment-Plus May 2012 - August 2013
Merrill Lynch April 2011 - May 2012
Charles Schwab November 2009 - April 2011
Cox Media August 2008 - November 2009
Cox Communications October 2005 - August 2008
Skills
Business Development, Training, Analysis, Management, Recruiting, Banking, Advertising, Portfolio Management, Enterprise Software, Account Management, Sales, Strategic Planning, Customer Service, Integrated Marketing, Mobile Devices, Marketing, Leadership, Start-ups, Sales Process, CRM, Team Leadership
Education
Conservatory of Recording Arts and Sciences 2002 — 2003
Audio Engineering Ceritifications, Audiovisual Communications Technologies/Technicians
AppointmentPlus August 2013 - Present
Appointment-Plus May 2012 - August 2013
Merrill Lynch April 2011 - May 2012
Charles Schwab November 2009 - April 2011
Cox Media August 2008 - November 2009
Cox Communications October 2005 - August 2008
Skills
Business Development, Training, Analysis, Management, Recruiting, Banking, Advertising, Portfolio Management, Enterprise Software, Account Management, Sales, Strategic Planning, Customer Service, Integrated Marketing, Mobile Devices, Marketing, Leadership, Start-ups, Sales Process, CRM, Team Leadership
Education
Conservatory of Recording Arts and Sciences 2002 — 2003
Audio Engineering Ceritifications, Audiovisual Communications Technologies/Technicians
Saagar Kurani's Charles Schwab Experience May 2014 - Present
Job Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Wells Fargo Bank August 2011 - August 2014
Caris & Company June 2010 - August 2010
NASA Ames Research Center June 2006 - May 2007
Skills
Music Education, Music Production, Guitar, Music, Economics, Financial Analysis, Investments, Data Analysis, Business Analysis, Leadership, Analysis, Banking, Microsoft Excel, Product Management, Project Management, Strategy, Product Development, Risk Management, Competitive Analysis, Portfolio Management, Business Development, Entrepreneurship, Operations Management
Education
University of California, San Diego 2007 — 2010
Economics, Economics
De Anza College
Charles Schwab May 2014 - Present
Wells Fargo Bank August 2011 - August 2014
Caris & Company June 2010 - August 2010
NASA Ames Research Center June 2006 - May 2007
Skills
Music Education, Music Production, Guitar, Music, Economics, Financial Analysis, Investments, Data Analysis, Business Analysis, Leadership, Analysis, Banking, Microsoft Excel, Product Management, Project Management, Strategy, Product Development, Risk Management, Competitive Analysis, Portfolio Management, Business Development, Entrepreneurship, Operations Management
Education
University of California, San Diego 2007 — 2010
Economics, Economics
De Anza College
Amy Hays Amy Hays's Charles Schwab Experience August 2007 - Present
Job Network Capacity and Performance
Industry Telecommunications
Experience
Charles Schwab August 2007 - Present
Charles Schwab March 2000 - August 2007
Skills
SDLC, Project Management, SAS, Business Analysis, SQL, Data Analysis, Data Warehousing, System Administration, Windows, Telecommunications, Testing, Linux, Microsoft SQL Server, Analysis, IT Strategy, Databases, Visio, Team Leadership, Process Improvement, Risk Management, Enterprise Architecture
Education
Cornell University 1995 — 1997
MPS, Plant Physiology
University of California, Davis 1990 — 1995
BS & BS, Botany and International Agricultural Development
Charles Schwab August 2007 - Present
Charles Schwab March 2000 - August 2007
Skills
SDLC, Project Management, SAS, Business Analysis, SQL, Data Analysis, Data Warehousing, System Administration, Windows, Telecommunications, Testing, Linux, Microsoft SQL Server, Analysis, IT Strategy, Databases, Visio, Team Leadership, Process Improvement, Risk Management, Enterprise Architecture
Education
Cornell University 1995 — 1997
MPS, Plant Physiology
University of California, Davis 1990 — 1995
BS & BS, Botany and International Agricultural Development
Andy Rich Andy Rich's Charles Schwab Experience July 1998 - February 2002
Job Principal, SimpsonRich Partnership
Industry Management Consulting
Experience
Simpson-Rich Partnership May 2002 - Present
Charles Schwab July 1998 - February 2002
Williams-Sonoma, Inc. November 1995 - June 1998
PepsiCo November 1979 - June 1991
Skills
Succession Planning, Talent Management, Organizational..., Workforce Planning, Organizational Design, Organizational..., Leadership Development, Executive Coaching, Deferred Compensation, Performance Management, Employee Engagement, Executive Pay, Talent Acquisition, Employment Law, Executive Development, Human Resources, Strategy, Management Consulting, Executive Search, Human Capital, Personnel Management, Executive Management, Culture Change, Career Development, 360 Feedback, Mergers & Acquisitions, Performance Improvement, HR Transformation, Business Strategy, Acquisition Integration, Onboarding, HR Consulting, Labor Relations, Career Management, Workshop Facilitation, Restructuring, MBTI, Change Management, Employee Relations, HRIS, Employee Benefits, Compensation & Benefit, Management Development, Incentive Programs, Employer Branding, Conflict Resolution, HR Policies, Employee Training, Benefits Administration, College Recruiting
Education
Fast Response School of Health Care 2009 — 2009
EMT-B, Emergency Medical Technician
Cornell University 1992 — 1992
Mgt. Cert., Business Strategy
LIU Post 1972 — 1973
MBA/MPA, Business and Public Administration
LIU Post 1971 — 1973
BS, Political Science
Simpson-Rich Partnership May 2002 - Present
Charles Schwab July 1998 - February 2002
Williams-Sonoma, Inc. November 1995 - June 1998
PepsiCo November 1979 - June 1991
Skills
Succession Planning, Talent Management, Organizational..., Workforce Planning, Organizational Design, Organizational..., Leadership Development, Executive Coaching, Deferred Compensation, Performance Management, Employee Engagement, Executive Pay, Talent Acquisition, Employment Law, Executive Development, Human Resources, Strategy, Management Consulting, Executive Search, Human Capital, Personnel Management, Executive Management, Culture Change, Career Development, 360 Feedback, Mergers & Acquisitions, Performance Improvement, HR Transformation, Business Strategy, Acquisition Integration, Onboarding, HR Consulting, Labor Relations, Career Management, Workshop Facilitation, Restructuring, MBTI, Change Management, Employee Relations, HRIS, Employee Benefits, Compensation & Benefit, Management Development, Incentive Programs, Employer Branding, Conflict Resolution, HR Policies, Employee Training, Benefits Administration, College Recruiting
Education
Fast Response School of Health Care 2009 — 2009
EMT-B, Emergency Medical Technician
Cornell University 1992 — 1992
Mgt. Cert., Business Strategy
LIU Post 1972 — 1973
MBA/MPA, Business and Public Administration
LIU Post 1971 — 1973
BS, Political Science
Gaurav Chawla Gaurav Chawla's Charles Schwab Experience June 2011 - August 2011
Job Associate, Fiber Strategy and Business Development at Google
Industry Management Consulting
Experience
Google September 2015 - Present
Google September 2014 - September 2015
Strategy&, a member of the PwC network of firms (formerly Booz & Company) September 2012 - September 2014
Haas School of Business August 2010 - May 2012
Charles Schwab June 2011 - August 2011
Evalueserve July 2009 - April 2010
Evalueserve October 2007 - June 2009
Evalueserve July 2006 - September 2007
The Energy and Resources Institute 2006 - 2007
WWF 2002 - 2007
Skills
Quantitative Analytics, Competitive Analysis, Start-ups, Market Research, Strategy, Management Consulting, Business Development, CRM, Transition Management, Requirements Analysis, Business Analysis, Management, Cross-functional Team..., Product Management, Leadership, Project Management, Entrepreneurship
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Master of Business Administration (M.B.A.), General Management and Strategy
Netaji Subhas Institute of Technology, University of Delhi 2002 — 2006
Bachelor of Engineering (B.E.), Computer Engineering
Delhi Public School - R. K. Puram 1999 — 2001
Google September 2015 - Present
Google September 2014 - September 2015
Strategy&, a member of the PwC network of firms (formerly Booz & Company) September 2012 - September 2014
Haas School of Business August 2010 - May 2012
Charles Schwab June 2011 - August 2011
Evalueserve July 2009 - April 2010
Evalueserve October 2007 - June 2009
Evalueserve July 2006 - September 2007
The Energy and Resources Institute 2006 - 2007
WWF 2002 - 2007
Skills
Quantitative Analytics, Competitive Analysis, Start-ups, Market Research, Strategy, Management Consulting, Business Development, CRM, Transition Management, Requirements Analysis, Business Analysis, Management, Cross-functional Team..., Product Management, Leadership, Project Management, Entrepreneurship
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Master of Business Administration (M.B.A.), General Management and Strategy
Netaji Subhas Institute of Technology, University of Delhi 2002 — 2006
Bachelor of Engineering (B.E.), Computer Engineering
Delhi Public School - R. K. Puram 1999 — 2001
Dilraj Takhar's Charles Schwab Experience July 2013 - September 2014
Job Tax Associate at PwC
Industry Banking
Experience
PwC March 2015 - Present
Bridge Bank September 2014 - March 2015
Charles Schwab July 2013 - September 2014
Skills
Microsoft Excel, QuickBooks, PowerPoint, Accounts Receivable, Time Management, Microsoft Office
Education
San Jose State University 2011 — 2013
B.S. Degree, Business Administration/Accounting
De Anza College 2008 — 2011
Accounting
PwC March 2015 - Present
Bridge Bank September 2014 - March 2015
Charles Schwab July 2013 - September 2014
Skills
Microsoft Excel, QuickBooks, PowerPoint, Accounts Receivable, Time Management, Microsoft Office
Education
San Jose State University 2011 — 2013
B.S. Degree, Business Administration/Accounting
De Anza College 2008 — 2011
Accounting
Dennis Holman's Charles Schwab Experience March 2011 - May 2012
Job Front Office Manager, The Boulders Resort and Spa
Industry Hospitality
Experience
The Boulders Resort and Spa May 2015 - Present
The Boulders, A Waldorf Astoria Resort April 2014 - May 2015
The Boulders, A Waldorf Astoria Resort June 2012 - April 2014
Charles Schwab March 2011 - May 2012
Starwood Hotels & Resorts Worldwide, Inc. September 2008 - March 2011
Skills
Hotels, Hospitality Management, Resorts, Food, Pre-opening, Banquets, Hospitality, Guest Service Management, Hotel Management, Catering, Opening Hotels, Microsoft Excel, Hospitality Industry, Front Office, Revenue Analysis, Rooms Division, Hotel Booking, Customer Satisfaction, Customer Service
Education
County College of Morris 1999 — 2004
AS, Business Administration
Morris Hills High School
The Boulders Resort and Spa May 2015 - Present
The Boulders, A Waldorf Astoria Resort April 2014 - May 2015
The Boulders, A Waldorf Astoria Resort June 2012 - April 2014
Charles Schwab March 2011 - May 2012
Starwood Hotels & Resorts Worldwide, Inc. September 2008 - March 2011
Skills
Hotels, Hospitality Management, Resorts, Food, Pre-opening, Banquets, Hospitality, Guest Service Management, Hotel Management, Catering, Opening Hotels, Microsoft Excel, Hospitality Industry, Front Office, Revenue Analysis, Rooms Division, Hotel Booking, Customer Satisfaction, Customer Service
Education
County College of Morris 1999 — 2004
AS, Business Administration
Morris Hills High School
Erik Jepson Erik Jepson's Charles Schwab Experience 2008 - 2010
Job Chief Customer Officer at Advisor Software
Industry Financial Services
Experience
Advisor Software December 2014 - Present
Personal Capital February 2014 - December 2014
TradeStation February 2011 - February 2014
Royal Bank of Scotland 2010 - 2011
Charles Schwab 2008 - 2010
Charles Schwab & Co., Inc. 2005 - 2008
E*TRADE 2005 - 2005
Brown-Forman 1999 - 2005
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Strategy, Product Marketing, Integrated Marketing, Online Advertising, Product Management, Management, Brand Management, Email Marketing, Marketing, Marketing Strategy, Online Marketing, Cross-functional Team..., Market Research, Leadership, Financial Services, Strategic Planning, Business Strategy, Team Leadership, Advertising, Segmentation, B2B, Marketing Communications, Customer Insight, Product Development, Business Planning, Web Marketing, Positioning, Marketing Research, PPC, Mobile Devices, Market Planning, Product Launch, Multi-channel Marketing, Customer Acquisition, P&L Management, Mobile Advertising, Analytics, Business Development, Sales, Executive Management, Strategic Partnerships, Consulting, Digital Marketing, Start-ups, CRM, Analysis
Education
Cornell University 1998 — 2000
MBA, Business Administration and Management, General
Princeton University 1988 — 1992
AB
Advisor Software December 2014 - Present
Personal Capital February 2014 - December 2014
TradeStation February 2011 - February 2014
Royal Bank of Scotland 2010 - 2011
Charles Schwab 2008 - 2010
Charles Schwab & Co., Inc. 2005 - 2008
E*TRADE 2005 - 2005
Brown-Forman 1999 - 2005
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Strategy, Product Marketing, Integrated Marketing, Online Advertising, Product Management, Management, Brand Management, Email Marketing, Marketing, Marketing Strategy, Online Marketing, Cross-functional Team..., Market Research, Leadership, Financial Services, Strategic Planning, Business Strategy, Team Leadership, Advertising, Segmentation, B2B, Marketing Communications, Customer Insight, Product Development, Business Planning, Web Marketing, Positioning, Marketing Research, PPC, Mobile Devices, Market Planning, Product Launch, Multi-channel Marketing, Customer Acquisition, P&L Management, Mobile Advertising, Analytics, Business Development, Sales, Executive Management, Strategic Partnerships, Consulting, Digital Marketing, Start-ups, CRM, Analysis
Education
Cornell University 1998 — 2000
MBA, Business Administration and Management, General
Princeton University 1988 — 1992
AB
Dorothy Kaiser Dorothy Kaiser's Charles Schwab Experience October 2012 - June 2013
Job Blue Sky Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Charles Schwab October 2012 - June 2013
Massachusetts Department of Agricultural Resources May 2012 - October 2012
Marty's Fine Wine and Gourmet Foods June 2010 - October 2011
Turbine Wine and Tapas Bar September 2009 - June 2010
Restaurant Associates April 2009 - September 2009
Skills
Culinary Skills, Pastry, Gourmet, Hospitality Management, Cooking, Menu Development, Retail Management, Purchasing, Inventory Management, Invoice Processing, Mac OS X, Excel, Food Safety, Citrix, Aloha, Micros, POS, Staff Management, Staff Training, SPSS, Stata, Statistics, Outlook, Wine & Spirits Industry, Profit Margins, P&L Analysis, Finance, Financial Analysis, Analytics, Recipes, Food Service, Catering, Client Service Oriented, Client Liaison, Organization, Multitasking Skills, Account Management, Food, Food & Beverage, Pricing, Training, Microsoft Excel
Education
Northeastern University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Mutual Fund Management/Investments, Expected Graduation in 2016
University of Massachusetts Boston 2010 — 2012
Bachelor of Science (B.S.), Dual Major in Economics and Business Management, 3.7
Le Cordon Bleu College of Culinary Arts-Cambridge 2007 — 2009
Associates of Science, Culinary Arts, Hospitality Management
BNY Mellon August 2013 - Present
Charles Schwab October 2012 - June 2013
Massachusetts Department of Agricultural Resources May 2012 - October 2012
Marty's Fine Wine and Gourmet Foods June 2010 - October 2011
Turbine Wine and Tapas Bar September 2009 - June 2010
Restaurant Associates April 2009 - September 2009
Skills
Culinary Skills, Pastry, Gourmet, Hospitality Management, Cooking, Menu Development, Retail Management, Purchasing, Inventory Management, Invoice Processing, Mac OS X, Excel, Food Safety, Citrix, Aloha, Micros, POS, Staff Management, Staff Training, SPSS, Stata, Statistics, Outlook, Wine & Spirits Industry, Profit Margins, P&L Analysis, Finance, Financial Analysis, Analytics, Recipes, Food Service, Catering, Client Service Oriented, Client Liaison, Organization, Multitasking Skills, Account Management, Food, Food & Beverage, Pricing, Training, Microsoft Excel
Education
Northeastern University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Mutual Fund Management/Investments, Expected Graduation in 2016
University of Massachusetts Boston 2010 — 2012
Bachelor of Science (B.S.), Dual Major in Economics and Business Management, 3.7
Le Cordon Bleu College of Culinary Arts-Cambridge 2007 — 2009
Associates of Science, Culinary Arts, Hospitality Management
Matthew Voirin Matthew Voirin's Charles Schwab Experience October 2007 - April 2011
Job Account Executive at Yelp
Industry Hospitality
Experience
Yelp October 2014 - Present
ICE - International Cruise and Excursions May 2013 - August 2014
Global Cynergies September 2012 - March 2013
Fratant Traductions May 2011 - September 2012
Charles Schwab October 2007 - April 2011
American Mortgage Specialist May 2006 - October 2007
University of Phoenix August 2005 - May 2006
US Navy October 2004 - July 2005
InTouchOne September 1999 - September 2004
Skills
Marketing Strategy, Investments, Business Development, Sales, Entrepreneur, Business Operations, Customer Service, International Trade, International Sales, Mortgage Lending, Loans, International Project..., Higher Education, Entrepreneurship, CRM, Contract Negotiation, Management, New Business Development, Training
Education
Thunderbird School of Global Management 1994 — 1996
Master of International Management, Entrepreneurship/Entrepreneurial Studies
NMITC -Navy Marine Corps Intelligence Training Center 2005 — 2005
Intelligence Specialist - Top Secret Clearance
Creighton University 1989 — 1993
BA - Organizational Communications and Business
American College in London 1991 — 1992
European Economic and Political Environment Studies
University of Iowa 1988 — 1989
1st Year University Studies
Marmion Military Academy 1984 — 1988
College Prep
Yelp October 2014 - Present
ICE - International Cruise and Excursions May 2013 - August 2014
Global Cynergies September 2012 - March 2013
Fratant Traductions May 2011 - September 2012
Charles Schwab October 2007 - April 2011
American Mortgage Specialist May 2006 - October 2007
University of Phoenix August 2005 - May 2006
US Navy October 2004 - July 2005
InTouchOne September 1999 - September 2004
Skills
Marketing Strategy, Investments, Business Development, Sales, Entrepreneur, Business Operations, Customer Service, International Trade, International Sales, Mortgage Lending, Loans, International Project..., Higher Education, Entrepreneurship, CRM, Contract Negotiation, Management, New Business Development, Training
Education
Thunderbird School of Global Management 1994 — 1996
Master of International Management, Entrepreneurship/Entrepreneurial Studies
NMITC -Navy Marine Corps Intelligence Training Center 2005 — 2005
Intelligence Specialist - Top Secret Clearance
Creighton University 1989 — 1993
BA - Organizational Communications and Business
American College in London 1991 — 1992
European Economic and Political Environment Studies
University of Iowa 1988 — 1989
1st Year University Studies
Marmion Military Academy 1984 — 1988
College Prep
Camilo Alcantara Camilo Alcantara's Charles Schwab Experience 1998 - 2004
Job Sr. CICS Systems Programmer at Ciitizens Bank
Industry Information Technology and Services
Experience
Citizens Bank September 2014 - November 2014
Computer Sciences Corporation February 2010 - March 2014
Charles Schwab 1998 - 2004
Skills
CICS, IBM Mainframe, SMP/E, JCL, Mainframe, TSO, IBM Utilities, Unix, Visio, ISPF, DB2, VSAM, Vendor Management, REXX, Middleware, COBOL, Business Analysis, z/OS, ITIL, MVS, SQL
Education
Computer Learning Center - Los Angeles 1988 — 1989
Diploma, Computer Systems and Programming, 4.0
De La Salle University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Citizens Bank September 2014 - November 2014
Computer Sciences Corporation February 2010 - March 2014
Charles Schwab 1998 - 2004
Skills
CICS, IBM Mainframe, SMP/E, JCL, Mainframe, TSO, IBM Utilities, Unix, Visio, ISPF, DB2, VSAM, Vendor Management, REXX, Middleware, COBOL, Business Analysis, z/OS, ITIL, MVS, SQL
Education
Computer Learning Center - Los Angeles 1988 — 1989
Diploma, Computer Systems and Programming, 4.0
De La Salle University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Santosh kumar Ananthula Santosh kumar Ananthula's Charles Schwab Experience
Job Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Agile Methodologies, SharePoint, SDLC, PMP, Scrum, Business Analysis, Program Management, Software Project..., Requirements Gathering, SQL, Testing, Quality Center, Test Automation, Requirements Analysis, Data Warehousing, Visio
Education
Central Queensland University
MIS
Charles Schwab
Skills
Agile Methodologies, SharePoint, SDLC, PMP, Scrum, Business Analysis, Program Management, Software Project..., Requirements Gathering, SQL, Testing, Quality Center, Test Automation, Requirements Analysis, Data Warehousing, Visio
Education
Central Queensland University
MIS
Clare Killeen Clare Killeen's Charles Schwab Experience 1999 - 2002
Job Lucentis Marketing at Genentech
Industry Medical Devices
Experience
Genentech 2014 - Present
Abbott Vascular January 2012 - Present
Abbott Diabetes Care May 2011 - December 2011
Abbott Diabetes Care January 2008 - May 2011
Citigroup 2006 - 2007
Euro RSCG 2004 - 2006
JWT 2002 - 2003
Charles Schwab 1999 - 2002
Education
Dartmouth College
Genentech 2014 - Present
Abbott Vascular January 2012 - Present
Abbott Diabetes Care May 2011 - December 2011
Abbott Diabetes Care January 2008 - May 2011
Citigroup 2006 - 2007
Euro RSCG 2004 - 2006
JWT 2002 - 2003
Charles Schwab 1999 - 2002
Education
Dartmouth College
Richard Newbold Richard Newbold's Charles Schwab Experience 2008 - 2009
Job Project Manager with extensive communications and crisis management experience
Industry Financial Services
Experience
Randstad Managed Services US 2010 - December 2011
Charles Schwab 2008 - 2009
Charles Schwab & Co., Inc 2006 - 2008
Charles Schwab & Co., Inc 2000 - 2006
Skills
Financial Services, Project Management, Business Continuity, Crisis Management, Business Requirements, Vendor Management, Business Process..., Business Relationship..., Relationship Management, Contract Negotiation, Management, Risk Management, Business Analysis
Education
Connecticut College
B.A., Zoology
Randstad Managed Services US 2010 - December 2011
Charles Schwab 2008 - 2009
Charles Schwab & Co., Inc 2006 - 2008
Charles Schwab & Co., Inc 2000 - 2006
Skills
Financial Services, Project Management, Business Continuity, Crisis Management, Business Requirements, Vendor Management, Business Process..., Business Relationship..., Relationship Management, Contract Negotiation, Management, Risk Management, Business Analysis
Education
Connecticut College
B.A., Zoology
Sandra Velez Sandra Velez's Charles Schwab Experience September 2006 - September 2007
Job Frontier Communications
Industry Telecommunications
Experience
Frontier Communications June 2014 - Present
Pershing, a BNY Mellon company 2007 - 2012
Charles Schwab September 2006 - September 2007
SunGard Higher Education Managed Services, Inc. September 2005 - September 2006
Massey Services, Inc. September 2004 - September 2005
Sprint July 2001 - August 2004
Skills
Customer Service, Lotus Notes, Access, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Call Centers, Troubleshooting, PowerPoint, Windows 7, Customer Satisfaction, Windows, Computer Hardware, Team Leadership, Training, Data Entry, Databases, SQL, Technical Support, PeopleSoft
Education
Daytona State College
Computer Information Technology
Frontier Communications June 2014 - Present
Pershing, a BNY Mellon company 2007 - 2012
Charles Schwab September 2006 - September 2007
SunGard Higher Education Managed Services, Inc. September 2005 - September 2006
Massey Services, Inc. September 2004 - September 2005
Sprint July 2001 - August 2004
Skills
Customer Service, Lotus Notes, Access, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Call Centers, Troubleshooting, PowerPoint, Windows 7, Customer Satisfaction, Windows, Computer Hardware, Team Leadership, Training, Data Entry, Databases, SQL, Technical Support, PeopleSoft
Education
Daytona State College
Computer Information Technology
Phillip Pilch Phillip Pilch's Charles Schwab Experience April 2000 - May 2004
Job Experienced Business Analyst and CFA Level I Candidate
Industry Financial Services
Experience
Uber.com October 2013 - Present
Creighton University October 2012 - Present
Ryan Health LLC April 2011 - Present
AAA NCNU May 2008 - November 2010
Exel August 2005 - March 2008
Charles Schwab April 2000 - May 2004
California Securities February 1998 - December 1999
H & R Block August 1993 - February 1998
Skills
Financial Analysis, Corporate Communications, Team Building, Training Skills, Process Improvement, Account Management, Negotiation, Risk Management, Microsoft Excel, Analysis, Operations Management, Portfolio Management, Sales, New Business Development, Credit, Accounting, Customer Service, Training, Financial Services, Finance, Leadership, Securities, Accounts Payable, Business Analysis, Insurance
Education
Creighton University 2012 — 2016
Master's degree in progress, Securities Analysis Portfolio Management
Michigan State University 1989 — 1993
BA, Accounting
Uber.com October 2013 - Present
Creighton University October 2012 - Present
Ryan Health LLC April 2011 - Present
AAA NCNU May 2008 - November 2010
Exel August 2005 - March 2008
Charles Schwab April 2000 - May 2004
California Securities February 1998 - December 1999
H & R Block August 1993 - February 1998
Skills
Financial Analysis, Corporate Communications, Team Building, Training Skills, Process Improvement, Account Management, Negotiation, Risk Management, Microsoft Excel, Analysis, Operations Management, Portfolio Management, Sales, New Business Development, Credit, Accounting, Customer Service, Training, Financial Services, Finance, Leadership, Securities, Accounts Payable, Business Analysis, Insurance
Education
Creighton University 2012 — 2016
Master's degree in progress, Securities Analysis Portfolio Management
Michigan State University 1989 — 1993
BA, Accounting
Fred Gorrell Fred Gorrell's Charles Schwab Experience August 1987 - July 1995
Job Learning Team Facilitator, Literacy Coach at Conniston Middle School
Industry Primary/Secondary Education
Experience
Conniston Middle School August 2004 - Present
Florida Atlantic University 2007 - 2008
Stein Roe & Farnham, Inc. August 1996 - December 1998
Strong Capital Management August 1995 - October 1996
Charles Schwab August 1987 - July 1995
Alameda County June 1985 - July 1987
Bechtel Power Corporation July 1980 - March 1985
Sperry Univac 1972 - 1980
Skills
Teaching, Writing, Planning, Classroom, Curriculum Development, Curriculum Design, Tutoring, Public Speaking, Instructional Design, ESL, Educational Technology, Instructional Technology, Higher Education, Adult Education, Leadership Development, Educational Leadership, International Education, Teacher Training, Literacy, Project Planning, Lesson Planning, Staff Development
Education
Florida Atlantic University 2005 — 2006
M.Ed., Reading Education
University of California, Berkeley 1975 — 1977
A.B., French
De Anza College 1972 — 1974
Conniston Middle School August 2004 - Present
Florida Atlantic University 2007 - 2008
Stein Roe & Farnham, Inc. August 1996 - December 1998
Strong Capital Management August 1995 - October 1996
Charles Schwab August 1987 - July 1995
Alameda County June 1985 - July 1987
Bechtel Power Corporation July 1980 - March 1985
Sperry Univac 1972 - 1980
Skills
Teaching, Writing, Planning, Classroom, Curriculum Development, Curriculum Design, Tutoring, Public Speaking, Instructional Design, ESL, Educational Technology, Instructional Technology, Higher Education, Adult Education, Leadership Development, Educational Leadership, International Education, Teacher Training, Literacy, Project Planning, Lesson Planning, Staff Development
Education
Florida Atlantic University 2005 — 2006
M.Ed., Reading Education
University of California, Berkeley 1975 — 1977
A.B., French
De Anza College 1972 — 1974
Darryn Niebrugge Darryn Niebrugge's Charles Schwab Experience July 2012 - Present
Job Sr Business Analyst / Active Trader Product Management
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Charles Schwab December 2007 - September 2012
CyberTrader July 2002 - December 2007
Education
Southern Illinois University, Carbondale 2000 — 2001
MBA, International Business
Budapesti Corvinus Egyetem 1998 — 1999
Economics
Eastern Illinois University 1994 — 1999
BA, Political Science
Charles Schwab July 2012 - Present
Charles Schwab December 2007 - September 2012
CyberTrader July 2002 - December 2007
Education
Southern Illinois University, Carbondale 2000 — 2001
MBA, International Business
Budapesti Corvinus Egyetem 1998 — 1999
Economics
Eastern Illinois University 1994 — 1999
BA, Political Science
Catherine (Prest) Brent, CFA Catherine (Prest) Brent, CFA's Charles Schwab Experience April 2013 - June 2015
Job Investment Product Management, Business Strategy and Product Development
Industry Financial Services
Experience
Charles Schwab April 2013 - June 2015
Charles Schwab April 2010 - March 2013
BlackRock February 2008 - April 2010
Adobe Systems Inc. August 2005 - February 2008
The Parthenon Group September 1998 - February 2003
Skills
Product Management, Business Strategy, Product Development, Investments, Brokerage, General Management, Fixed Income, Chartered Financial..., Wealth Management, Team Leadership, Financial Services, FinTech, Corporate Development, Cross-functional Team..., Strategy, Technical Product..., Management Consulting, Project Management, Asset Management, Leadership, Management, Mergers & Acquisitions, Series 7, Data Analysis, Operations Management, Financial Analysis, Portfolio Management, Investment Advisory, Asset Allocation, Securities, Bonds, Financial Markets, Capital Markets, Scrum, Agile Application..., Desktop Application..., Web Application..., Customer Insight, Digital Advice, Automated investing, Robo-Investing, Robo-Advisor
Education
Harvard Business School 2003 — 2005
MBA, Strategy & finance
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, Latin American Development
Dartmouth College 1993 — 1997
AB, Economics and Government
Charles Schwab April 2013 - June 2015
Charles Schwab April 2010 - March 2013
BlackRock February 2008 - April 2010
Adobe Systems Inc. August 2005 - February 2008
The Parthenon Group September 1998 - February 2003
Skills
Product Management, Business Strategy, Product Development, Investments, Brokerage, General Management, Fixed Income, Chartered Financial..., Wealth Management, Team Leadership, Financial Services, FinTech, Corporate Development, Cross-functional Team..., Strategy, Technical Product..., Management Consulting, Project Management, Asset Management, Leadership, Management, Mergers & Acquisitions, Series 7, Data Analysis, Operations Management, Financial Analysis, Portfolio Management, Investment Advisory, Asset Allocation, Securities, Bonds, Financial Markets, Capital Markets, Scrum, Agile Application..., Desktop Application..., Web Application..., Customer Insight, Digital Advice, Automated investing, Robo-Investing, Robo-Advisor
Education
Harvard Business School 2003 — 2005
MBA, Strategy & finance
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, Latin American Development
Dartmouth College 1993 — 1997
AB, Economics and Government
Julie Barros Julie Barros's Charles Schwab Experience February 2015 - Present
Job Financial Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Morgan Stanley September 2011 - February 2015
Merrill Lynch October 2010 - July 2011
Independent Consultant (self employed) November 2004 - August 2010
Hewlett-Packard November 2000 - March 2006
SSL (Space Systems Loral) February 1997 - October 2000
Skills
Employees
Education
San Jose State University 1994 — 1996
BS Business Administration / Finance, Business Management / Finance
De Anza College
Associate of Science (AS), Business/Commerce, General
Charles Schwab February 2015 - Present
Morgan Stanley September 2011 - February 2015
Merrill Lynch October 2010 - July 2011
Independent Consultant (self employed) November 2004 - August 2010
Hewlett-Packard November 2000 - March 2006
SSL (Space Systems Loral) February 1997 - October 2000
Skills
Employees
Education
San Jose State University 1994 — 1996
BS Business Administration / Finance, Business Management / Finance
De Anza College
Associate of Science (AS), Business/Commerce, General
Glenn Peterson Glenn Peterson's Charles Schwab Experience 2006 - 2007
Job President at Glenn A. Peterson Consulting, LLC
Industry Financial Services
Experience
Glenn A. Peterson Consulting, LLC 2008 - Present
Charles Schwab 2006 - 2007
The Capital Markets Company 2005 - 2006
Fleet Securities Inc. 1999 - 2004
National Financial Services LLC 1993 - 1999
Kemper Securities, Inc 1988 - 1993
Citicorp Financial Services, Inc. 1982 - 1987
Citibank 1980 - 1982
W R Grace & Co. 1977 - 1980
Skills
Securities, Strategy, Change Management, Business Development, Financial Services, Banking, Leadership, Series 7, Fixed Annuities, Series 63, Due Diligence, Finance, Management, Risk Management, Relationship Management, Fixed Income, Wealth Management, Financial Markets, Team Building, Financial Risk, New Business Development, FINRA, Team Management, Mutual Funds, Equities, Investments, Portfolio Management, Asset Management, Trading, Options, Hedge Funds, Capital Markets, Series 24, Asset Allocation, Trading Systems, Alternative Investments, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance and Management Science
Cornell University 1971 — 1975
BA, Mathematics and Economics
Commack High School North 1968 — 1971
Glenn A. Peterson Consulting, LLC 2008 - Present
Charles Schwab 2006 - 2007
The Capital Markets Company 2005 - 2006
Fleet Securities Inc. 1999 - 2004
National Financial Services LLC 1993 - 1999
Kemper Securities, Inc 1988 - 1993
Citicorp Financial Services, Inc. 1982 - 1987
Citibank 1980 - 1982
W R Grace & Co. 1977 - 1980
Skills
Securities, Strategy, Change Management, Business Development, Financial Services, Banking, Leadership, Series 7, Fixed Annuities, Series 63, Due Diligence, Finance, Management, Risk Management, Relationship Management, Fixed Income, Wealth Management, Financial Markets, Team Building, Financial Risk, New Business Development, FINRA, Team Management, Mutual Funds, Equities, Investments, Portfolio Management, Asset Management, Trading, Options, Hedge Funds, Capital Markets, Series 24, Asset Allocation, Trading Systems, Alternative Investments, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance and Management Science
Cornell University 1971 — 1975
BA, Mathematics and Economics
Commack High School North 1968 — 1971
Keane Gordon Vassall Keane Gordon Vassall's Charles Schwab Experience 2007 - 2008
Job Leader
Industry Financial Services
Experience
Freedom Financial Network January 2009 - September 2009
Charles Schwab 2007 - 2008
Wells Fargo Home Mortgage 2005 - 2007
InfoGenesis 2000 - 2005
Tres Jazz Restaurant 1999 - 2000
Santa Fe Hotel & Casino 1998 - 1999
Surin of Thailand 1996 - 1998
La Madeleine 1995 - 1996
Skills
Event Management, Business Process..., Management, Account Management, Salesforce.com, Sales, Strategic Planning, Business Analysis, Marketing, Leadership, Project Management
Education
Cornell University 1990 — 1994
Freedom Financial Network January 2009 - September 2009
Charles Schwab 2007 - 2008
Wells Fargo Home Mortgage 2005 - 2007
InfoGenesis 2000 - 2005
Tres Jazz Restaurant 1999 - 2000
Santa Fe Hotel & Casino 1998 - 1999
Surin of Thailand 1996 - 1998
La Madeleine 1995 - 1996
Skills
Event Management, Business Process..., Management, Account Management, Salesforce.com, Sales, Strategic Planning, Business Analysis, Marketing, Leadership, Project Management
Education
Cornell University 1990 — 1994
Matthew Kircher Matthew Kircher's Charles Schwab Experience June 2013 - August 2013
Job Sales Analyst at The SherwinWilliams Co. and MBA Candidate at Case Western Reserve University
Industry Chemicals
Experience
The Sherwin-Williams Company - Diversified Brands May 2014 - Present
The Sherwin-Williams Company - Diversified Brands March 2014 - May 2014
Charles Schwab June 2013 - August 2013
The Sherwin-Williams Company - Diversified Brands April 2012 - May 2013
Skills
Sales, Leadership, Finance, Negotiation, Marketing, Sales Management, Account Management, New Business Development, Forecasting, Microsoft Excel, Financial Planning
Education
Weatherhead School of Management at Case Western Reserve University 2015 — 2018
Master of Business Administration (M.B.A.), Finance, 4.0
The University of Akron 2009 — 2014
Bachelor of Business Administration, Financial Services
The University of Akron
Certificate, Financial Planning
Cuyahoga Community College
Associate of Arts, General Studies
The Sherwin-Williams Company - Diversified Brands May 2014 - Present
The Sherwin-Williams Company - Diversified Brands March 2014 - May 2014
Charles Schwab June 2013 - August 2013
The Sherwin-Williams Company - Diversified Brands April 2012 - May 2013
Skills
Sales, Leadership, Finance, Negotiation, Marketing, Sales Management, Account Management, New Business Development, Forecasting, Microsoft Excel, Financial Planning
Education
Weatherhead School of Management at Case Western Reserve University 2015 — 2018
Master of Business Administration (M.B.A.), Finance, 4.0
The University of Akron 2009 — 2014
Bachelor of Business Administration, Financial Services
The University of Akron
Certificate, Financial Planning
Cuyahoga Community College
Associate of Arts, General Studies
Ivory Perkins Ivory Perkins's Charles Schwab Experience 2006 - 2007
Job HighTech Mobile Business Entrepreneur & Educator
Industry Information Services
Experience
iCheveux Retail 2000 - Present
Chapel Of The Chimes Oakland 2012 - 2014
Charles Schwab 2006 - 2007
Vifor 1995 - 1995
Skills
End of Life, Presentations, Public Speaking, Event Planning, Marketing, Adobe Creative Suite, Trade Shows, Computer Proficiency, Graphic Design, Photography, Social Networking, Fundraising, Sales, Leadership, Team Building, Microsoft Office, Nonprofits, PowerPoint, Microsoft Excel, Community Outreach, Marketing Strategy, Training, Small Business, Newsletters, Coaching, Social Media Marketing, Public Relations, Entrepreneurship, Marketing Communications, Teaching, Advertising, Research, Strategy, Budgets, Time Management, Customer Service, Online Marketing, Event Management, Strategic Planning, Management, Team Leadership, Email Marketing, Leadership Development, Selling, Recruiting, Customer Satisfaction, New Business Development, Retail, Account Management, Negotiation
Education
Contra Costa College 2008 — 2010
Certificate of Achievement, Early Childhood Education and Teaching
University of Arizona 1992 — 1997
Bachelor of Arts (B.A.), Chemistry & Ethnic Studies
iCheveux Retail 2000 - Present
Chapel Of The Chimes Oakland 2012 - 2014
Charles Schwab 2006 - 2007
Vifor 1995 - 1995
Skills
End of Life, Presentations, Public Speaking, Event Planning, Marketing, Adobe Creative Suite, Trade Shows, Computer Proficiency, Graphic Design, Photography, Social Networking, Fundraising, Sales, Leadership, Team Building, Microsoft Office, Nonprofits, PowerPoint, Microsoft Excel, Community Outreach, Marketing Strategy, Training, Small Business, Newsletters, Coaching, Social Media Marketing, Public Relations, Entrepreneurship, Marketing Communications, Teaching, Advertising, Research, Strategy, Budgets, Time Management, Customer Service, Online Marketing, Event Management, Strategic Planning, Management, Team Leadership, Email Marketing, Leadership Development, Selling, Recruiting, Customer Satisfaction, New Business Development, Retail, Account Management, Negotiation
Education
Contra Costa College 2008 — 2010
Certificate of Achievement, Early Childhood Education and Teaching
University of Arizona 1992 — 1997
Bachelor of Arts (B.A.), Chemistry & Ethnic Studies
Valencia Martin's Charles Schwab Experience March 1997 - May 2007
Job Real Estate Sales Professional at RE/MAX
Industry Real Estate
Experience
RE/MAX October 2014 - Present
Pershing, a BNY Mellon company June 2007 - September 2014
Charles Schwab March 1997 - May 2007
Primerica November 1992 - November 1996
Metro Technical Institute November 1992 - August 1996
Skills
Leadership, Management, CRM, Financial Services, Mergers & Acquisitions, Financial Reporting, Marketing, Nonprofits, Fundraising, Auditing, Securities, Mutual Funds, Banking, Process Improvement, Equities, Finance, Fund Accounting, Customer Service, Microsoft Excel, Investments, Series 7, Microsoft Office, Asset Management
Education
New England College 2013 — 2014
Masters of Science, Forensic Accounting
Davenport University 1987 — 1991
Bachelors of Science, Accounting
RE/MAX October 2014 - Present
Pershing, a BNY Mellon company June 2007 - September 2014
Charles Schwab March 1997 - May 2007
Primerica November 1992 - November 1996
Metro Technical Institute November 1992 - August 1996
Skills
Leadership, Management, CRM, Financial Services, Mergers & Acquisitions, Financial Reporting, Marketing, Nonprofits, Fundraising, Auditing, Securities, Mutual Funds, Banking, Process Improvement, Equities, Finance, Fund Accounting, Customer Service, Microsoft Excel, Investments, Series 7, Microsoft Office, Asset Management
Education
New England College 2013 — 2014
Masters of Science, Forensic Accounting
Davenport University 1987 — 1991
Bachelors of Science, Accounting
David Purcell's Charles Schwab Experience November 2012 - May 2015
Job Vice President, Digital Marketing at Visa
Industry Marketing and Advertising
Experience
Visa June 2015 - Present
Charles Schwab November 2012 - May 2015
BlackRock January 2011 - April 2012
American Express January 2008 - December 2010
American Express 2005 - 2007
American Express 2002 - 2004
American Express 2000 - 2002
ICF Consulting 1995 - 1998
Skills
Customer Acquisition, Marketing Strategy, Analytics, Digital Marketing, B2B Marketing, Social Media, Product Development, Strategic Planning, Customer Relations, B2C marketing, Direct Marketing, Digital Strategy, Mobile Marketing, P&L Management, B2B, Product Marketing, New Business Development, Online Marketing, Web Analytics, Segmentation, Product Management, Email Marketing, Strategy Development, Customer Experience, Advertising, Relationship Marketing, Brand Development, Cross-functional Team..., Management Consulting, CRM, Financial Services, Credit Cards, Luxury Brand Marketing, Luxury Goods, Digital Media, Strategy, Brand Management, Marketing, Integrated Marketing, Online Advertising, Social Media Marketing, Business Strategy, Strategic Partnerships, Leadership, Management, E-commerce, Multi-channel Marketing
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Marketing and Brand Management
Georgetown Prep
The George Washington University
BA, English Literature
Visa June 2015 - Present
Charles Schwab November 2012 - May 2015
BlackRock January 2011 - April 2012
American Express January 2008 - December 2010
American Express 2005 - 2007
American Express 2002 - 2004
American Express 2000 - 2002
ICF Consulting 1995 - 1998
Skills
Customer Acquisition, Marketing Strategy, Analytics, Digital Marketing, B2B Marketing, Social Media, Product Development, Strategic Planning, Customer Relations, B2C marketing, Direct Marketing, Digital Strategy, Mobile Marketing, P&L Management, B2B, Product Marketing, New Business Development, Online Marketing, Web Analytics, Segmentation, Product Management, Email Marketing, Strategy Development, Customer Experience, Advertising, Relationship Marketing, Brand Development, Cross-functional Team..., Management Consulting, CRM, Financial Services, Credit Cards, Luxury Brand Marketing, Luxury Goods, Digital Media, Strategy, Brand Management, Marketing, Integrated Marketing, Online Advertising, Social Media Marketing, Business Strategy, Strategic Partnerships, Leadership, Management, E-commerce, Multi-channel Marketing
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Marketing and Brand Management
Georgetown Prep
The George Washington University
BA, English Literature
Mary Lois Recio Mary Lois Recio's Charles Schwab Experience June 2014 - Present
Job Service Strategy Review Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab January 2011 - June 2014
Plan Data, Inc August 1993 - November 1999
Dresser Industries May 1981 - July 1993
Skills
Defined Contribution, Nondiscrimination..., Form 5500 preparation, Allocations, Employee Benefits, Human Resources, 401k, Asset Allocation, Retirement, Pensions
Education
Dallas Baptist University 1989 — 1992
MBA, Finance, General
Texas State University-San Marcos 1975 — 1978
BS, Education
Charles Schwab June 2014 - Present
Charles Schwab January 2011 - June 2014
Plan Data, Inc August 1993 - November 1999
Dresser Industries May 1981 - July 1993
Skills
Defined Contribution, Nondiscrimination..., Form 5500 preparation, Allocations, Employee Benefits, Human Resources, 401k, Asset Allocation, Retirement, Pensions
Education
Dallas Baptist University 1989 — 1992
MBA, Finance, General
Texas State University-San Marcos 1975 — 1978
BS, Education
Kevin Hendrickson, PMP Kevin Hendrickson, PMP's Charles Schwab Experience September 2000 - June 2001
Job Certified SAP Associate
Industry Information Technology and Services
Experience
Entertainment Interactive Media Holding, Inc. January 2015 - Present
Crossroads February 2011 - Present
BB&T September 2006 - February 2011
J.P. Morgan April 2002 - July 2006
J.P. Morgan April 2002 - March 2005
Charles Schwab September 2000 - June 2001
Charles Schwab November 1998 - September 2000
Skills
SQL, Leadership, Microsoft Office, Project Management, Management, Budgets, End to End Delivery, Cost Reduction..., Staff..., Quality Assurance, SAP ERP, Big Data Analytics, Software Requirments..., Unstructured Data..., Microsoft Word, Analysis, Data Analysis, Customer Service, Microsoft Excel, Business Analysis, Public Speaking, Program Management, Finance, Strategic Planning, Requirements Analysis, Process Improvement, PowerPoint, Social Media, Databases
Education
Georgia State University 2014 — 2015
Master's Degree, Master of Science in Information Systems
Cornell University 1993 — 1997
Bachelor of Science (BS), Policy Analysis and Management
Entertainment Interactive Media Holding, Inc. January 2015 - Present
Crossroads February 2011 - Present
BB&T September 2006 - February 2011
J.P. Morgan April 2002 - July 2006
J.P. Morgan April 2002 - March 2005
Charles Schwab September 2000 - June 2001
Charles Schwab November 1998 - September 2000
Skills
SQL, Leadership, Microsoft Office, Project Management, Management, Budgets, End to End Delivery, Cost Reduction..., Staff..., Quality Assurance, SAP ERP, Big Data Analytics, Software Requirments..., Unstructured Data..., Microsoft Word, Analysis, Data Analysis, Customer Service, Microsoft Excel, Business Analysis, Public Speaking, Program Management, Finance, Strategic Planning, Requirements Analysis, Process Improvement, PowerPoint, Social Media, Databases
Education
Georgia State University 2014 — 2015
Master's Degree, Master of Science in Information Systems
Cornell University 1993 — 1997
Bachelor of Science (BS), Policy Analysis and Management
Kaitlyn Hirt Kaitlyn Hirt's Charles Schwab Experience September 2015 - Present
Job Project Coordinator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
U.S. Chamber of Commerce July 2014 - June 2015
U.S. Chamber of Commerce January 2013 - July 2014
Bloomberg BNA November 2012 - December 2012
ConAgra Foods December 2010 - September 2011
Capital City Partners June 2009 - July 2009
Skills
International Relations, Policy Analysis, Communication, Research, Foreign Policy, Management, Budgets, Event Planning, Customer Service
Education
University of Kent Brussels School of International Studies 2011 — 2012
MA, International Conflict and Security
Creighton University 2007 — 2010
BSBA, Economics, International Business
Charles Schwab September 2015 - Present
U.S. Chamber of Commerce July 2014 - June 2015
U.S. Chamber of Commerce January 2013 - July 2014
Bloomberg BNA November 2012 - December 2012
ConAgra Foods December 2010 - September 2011
Capital City Partners June 2009 - July 2009
Skills
International Relations, Policy Analysis, Communication, Research, Foreign Policy, Management, Budgets, Event Planning, Customer Service
Education
University of Kent Brussels School of International Studies 2011 — 2012
MA, International Conflict and Security
Creighton University 2007 — 2010
BSBA, Economics, International Business
James L. Constantine James L. Constantine's Charles Schwab Experience 2012 - 2015
Job Virtual Channels Strategy at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2015 - Present
Charles Schwab 2012 - 2015
Goldman Sachs 2011 - 2011
Fuqua School of Business 2011 - 2011
The National Association of Foreign-Trade Zones January 2009 - July 2010
The National Association of Foreign-Trade Zones 2006 - 2008
U.S. Department of Justice 2006 - 2006
Arnold & Porter 2004 - 2005
Skills
Asset Managment, Fixed Income Strategies, Emerging Markets, Business Strategy, New Business Development, Corporate Finance, International Trade, Public Relations, Marketing Communications, Asset Management, Management, Mergers & Acquisitions, Strategy, Financial Modeling, Management Consulting, Competitive Analysis, Analysis, Financial Analysis, Analytics, Product Management, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance and Strategy
University of Portsmouth 2004 — 2005
Master's, European Law & Policy
Davidson College 1999 — 2003
BA, English
Wells Fargo 2015 - Present
Charles Schwab 2012 - 2015
Goldman Sachs 2011 - 2011
Fuqua School of Business 2011 - 2011
The National Association of Foreign-Trade Zones January 2009 - July 2010
The National Association of Foreign-Trade Zones 2006 - 2008
U.S. Department of Justice 2006 - 2006
Arnold & Porter 2004 - 2005
Skills
Asset Managment, Fixed Income Strategies, Emerging Markets, Business Strategy, New Business Development, Corporate Finance, International Trade, Public Relations, Marketing Communications, Asset Management, Management, Mergers & Acquisitions, Strategy, Financial Modeling, Management Consulting, Competitive Analysis, Analysis, Financial Analysis, Analytics, Product Management, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance and Strategy
University of Portsmouth 2004 — 2005
Master's, European Law & Policy
Davidson College 1999 — 2003
BA, English
Ananth Racherla's Charles Schwab Experience 2006 - 2008
Job Senior Consultant at Rockstar Games
Industry Computer Software
Experience
Rockstar Games March 2011 - March 2015
IGN Entertainment June 2008 - February 2011
Charles Schwab 2006 - 2008
Convergys April 2002 - April 2006
Malmotek Innovative Private Systems October 2001 - April 2002
ELICO Private Limited, Hyderabad, India February 2001 - May 2001
Skills
Software Project..., Java, Web Services, Agile Methodologies, Software Development, SOA, .NET, C#, Scrum, XML, Solution Architecture, Object Oriented Design, JavaScript, Unix, Mobile Applications, SDLC
Education
Osmania University 1998 — 2001
Masters, Computer Applications
Delhi University 1994 — 1997
Bachelors, Bachelor of Sciences with Chemistry Honors
Rockstar Games March 2011 - March 2015
IGN Entertainment June 2008 - February 2011
Charles Schwab 2006 - 2008
Convergys April 2002 - April 2006
Malmotek Innovative Private Systems October 2001 - April 2002
ELICO Private Limited, Hyderabad, India February 2001 - May 2001
Skills
Software Project..., Java, Web Services, Agile Methodologies, Software Development, SOA, .NET, C#, Scrum, XML, Solution Architecture, Object Oriented Design, JavaScript, Unix, Mobile Applications, SDLC
Education
Osmania University 1998 — 2001
Masters, Computer Applications
Delhi University 1994 — 1997
Bachelors, Bachelor of Sciences with Chemistry Honors
Lynn Schepp, CTA (Peterfreund)'s Charles Schwab Experience March 2013 - September 2013
Job Seminar Coordinator at Morris Hall, PLLC
Industry Events Services
Experience
Tryst Cafe November 2009 - May 2014
Charles Schwab March 2013 - September 2013
inVentiv Health February 2011 - January 2013
Arizona Humane Society February 2012 - 2013
Avnet Technology Solutions December 2011 - May 2012
American Cancer Society May 2010 - December 2010
Phoenix Green Chamber of Commerce March 2010 - December 2010
Harrah's AkChin Casino - Caesars Entertainment February 2004 - April 2009
The Grace Inn 2003 - 2004
TMAD TAYLOR & GAINES November 2001 - February 2003
Skills
Event Planning, Community Outreach, Non-profits, Catering Sales, Event Management, Corporate Events, development, Promotions, Hospitality, Conference Coordination, Meeting Planning, Animals, Team Building, Vendor Relations, Contract Negotiation, Customer Relations, Community Engagement, Microsoft Office, Micosoft Excel, Customer Service, Catering, Social Networking, Public Speaking, Email Marketing, Facebook, Volunteer Management, Marketing Strategy, Forecasting, Budgets, Nonprofits, CRM, Management, Newsletters, Microsoft Excel, Leadership, Trade Shows, Proposal Writing, Public Relations, Advertising, Entertainment, Marketing, Social Media Marketing, Program Management, Editing, Fundraising, Press Releases, Marketing Communications, Social Media, Sales, Relationship Marketing
Education
Hofstra University 1986 — 1989
BBA, Marketing
Dean College 1984 — 1986
AA, Liberal Studies
Tappan Zee
Tryst Cafe November 2009 - May 2014
Charles Schwab March 2013 - September 2013
inVentiv Health February 2011 - January 2013
Arizona Humane Society February 2012 - 2013
Avnet Technology Solutions December 2011 - May 2012
American Cancer Society May 2010 - December 2010
Phoenix Green Chamber of Commerce March 2010 - December 2010
Harrah's AkChin Casino - Caesars Entertainment February 2004 - April 2009
The Grace Inn 2003 - 2004
TMAD TAYLOR & GAINES November 2001 - February 2003
Skills
Event Planning, Community Outreach, Non-profits, Catering Sales, Event Management, Corporate Events, development, Promotions, Hospitality, Conference Coordination, Meeting Planning, Animals, Team Building, Vendor Relations, Contract Negotiation, Customer Relations, Community Engagement, Microsoft Office, Micosoft Excel, Customer Service, Catering, Social Networking, Public Speaking, Email Marketing, Facebook, Volunteer Management, Marketing Strategy, Forecasting, Budgets, Nonprofits, CRM, Management, Newsletters, Microsoft Excel, Leadership, Trade Shows, Proposal Writing, Public Relations, Advertising, Entertainment, Marketing, Social Media Marketing, Program Management, Editing, Fundraising, Press Releases, Marketing Communications, Social Media, Sales, Relationship Marketing
Education
Hofstra University 1986 — 1989
BBA, Marketing
Dean College 1984 — 1986
AA, Liberal Studies
Tappan Zee
Sam Tarling's Charles Schwab Experience September 2014 - Present
Job Associate, Enterprisewide Programmer/Analyst
Industry Information Technology and Services
Experience
Charles Schwab September 2014 - Present
Maine Winter Sports Center 2013 - 2014
Skills
Social Media, Event Planning, Data Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Research, PowerPoint, Microsoft Word, Leadership, Customer Service, Editing, Social Media Marketing, Analysis
Education
Dartmouth College 2009 — 2014
Bachelor's Degree, Environmental Studies
Burke Mtn. Academy 2006 — 2009
High School
Charles Schwab September 2014 - Present
Maine Winter Sports Center 2013 - 2014
Skills
Social Media, Event Planning, Data Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Research, PowerPoint, Microsoft Word, Leadership, Customer Service, Editing, Social Media Marketing, Analysis
Education
Dartmouth College 2009 — 2014
Bachelor's Degree, Environmental Studies
Burke Mtn. Academy 2006 — 2009
High School
Vince Guarino, CFP® Vince Guarino, CFP®'s Charles Schwab Experience August 2008 - April 2010
Job Junior Associate at Ironwood Investment Counsel, LLC
Industry Financial Services
Experience
Ironwood Investment Counsel, LLC March 2014 - Present
Merrill Edge October 2013 - March 2014
USAA April 2010 - July 2013
Charles Schwab August 2008 - April 2010
Charles Schwab April 2007 - August 2008
Skills
Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Financial Advisory, Investment Advisory, Retirement, Investments, Asset Allocation, Insurance
Education
Creighton University 2011 — 2013
Master's degree, Investments and Securities
Ironwood Investment Counsel, LLC March 2014 - Present
Merrill Edge October 2013 - March 2014
USAA April 2010 - July 2013
Charles Schwab August 2008 - April 2010
Charles Schwab April 2007 - August 2008
Skills
Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Financial Advisory, Investment Advisory, Retirement, Investments, Asset Allocation, Insurance
Education
Creighton University 2011 — 2013
Master's degree, Investments and Securities
Jocelin Schultz Jocelin Schultz's Charles Schwab Experience June 2004 - August 2005
Job Senior Global Marketing Manger at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson June 2015 - Present
Unilever August 2013 - June 2015
Unilever May 2011 - August 2013
Unilever May 2010 - May 2011
Unilever January 2009 - May 2010
Unilever August 2007 - January 2009
Charles Schwab June 2004 - August 2005
Mervyn's/Target Corporation May 2003 - June 2004
Carat North America September 2002 - May 2003
Skills
Customer Insight, Brand Management, FMCG, Marketing Strategy, Shopper Marketing, Digital Marketing, Brand Architecture, Competitive Analysis, Marketing Communications, Market Research, Consumer Products, Marketing Research, Marketing, Advertising, Brand Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Strategic Brand Management
University of San Diego 1998 — 2002
BBA, Marketing
University of San Diego 1998 — 2002
BA, Communications, Media Emphasis
Menlo School 1994 — 1998
High School
Johnson & Johnson June 2015 - Present
Unilever August 2013 - June 2015
Unilever May 2011 - August 2013
Unilever May 2010 - May 2011
Unilever January 2009 - May 2010
Unilever August 2007 - January 2009
Charles Schwab June 2004 - August 2005
Mervyn's/Target Corporation May 2003 - June 2004
Carat North America September 2002 - May 2003
Skills
Customer Insight, Brand Management, FMCG, Marketing Strategy, Shopper Marketing, Digital Marketing, Brand Architecture, Competitive Analysis, Marketing Communications, Market Research, Consumer Products, Marketing Research, Marketing, Advertising, Brand Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Strategic Brand Management
University of San Diego 1998 — 2002
BBA, Marketing
University of San Diego 1998 — 2002
BA, Communications, Media Emphasis
Menlo School 1994 — 1998
High School
Roberto Carlos Guerrero Roberto Carlos Guerrero's Charles Schwab Experience August 2013 - September 2014
Job Business Analyst
Industry Information Technology and Services
Experience
Charles Schwab August 2013 - September 2014
Dartmouth Partners for Community Service June 2013 - October 2013
Skills
Agile Methodologies, Microsoft Excel, Data Analysis, Agile & Waterfall..., Spanish Translation, Teradata Data Warehouse, Business Objects, Requirements Analysis, Microsoft Office, Spanish, Databases, Business Analysis, SDLC, SEO, Requirements Gathering, SQL, PowerPoint, Data Mining, Teradata SQL, Research, Market Research, Analysis, Microsoft Word, Social Media, Editing, Scrum, Event Planning, Nonprofits, Data Modeling
Education
Dartmouth College 2009 — 2013
Bachelor of Arts Double Major in Anthropology and Hispanic Studies, Anthropology
Charles Schwab August 2013 - September 2014
Dartmouth Partners for Community Service June 2013 - October 2013
Skills
Agile Methodologies, Microsoft Excel, Data Analysis, Agile & Waterfall..., Spanish Translation, Teradata Data Warehouse, Business Objects, Requirements Analysis, Microsoft Office, Spanish, Databases, Business Analysis, SDLC, SEO, Requirements Gathering, SQL, PowerPoint, Data Mining, Teradata SQL, Research, Market Research, Analysis, Microsoft Word, Social Media, Editing, Scrum, Event Planning, Nonprofits, Data Modeling
Education
Dartmouth College 2009 — 2013
Bachelor of Arts Double Major in Anthropology and Hispanic Studies, Anthropology
Tyra Louis-Steinke Tyra Louis-Steinke's Charles Schwab Experience July 1999 - January 2008
Job Assistant Vice President at Mutual of Omaha Bank
Industry Financial Services
Experience
Mutual of Omaha Bank January 2008 - Present
Charles Schwab July 1999 - January 2008
TD Ameritrade June 2006 - December 2006
Charles Schwab January 2003 - June 2006
Skills
Series 7, Wealth Management, Series 63, Investments, Financial Services, Finance, Insurance, Fixed Annuities, Banking, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Life Insurance, Asset Management, Project Management, Financial Analysis, Loans, Equities, Employee Benefits, Business Development, Retirement Planning, Retirement, Investment Management, Uniform Combined State..., Disability Insurance, Fixed Income, Payroll, Strategic Financial..., Relationship Management, Asset Allocation, 401k Rollovers, International Relations, Leisure Travel, Technical Writing, Office Management, Brokerage, Institutional..., Stock Trading, Variable Annuities, Broker-Dealer, KYC, Dodd-Frank, Interagency Coordination, Vendor Management, Business Continuity..., Financial Audits, Brokerage Audits
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Arts, International Affairs & Political Science w/ a minor in English, Filmmaking & Film History
University of Nebraska at Kearney 1993 — 1995
Political Science and Government and English
Creighton University 1992 — 1993
International Affairs/Pre-Law
Mutual of Omaha Bank January 2008 - Present
Charles Schwab July 1999 - January 2008
TD Ameritrade June 2006 - December 2006
Charles Schwab January 2003 - June 2006
Skills
Series 7, Wealth Management, Series 63, Investments, Financial Services, Finance, Insurance, Fixed Annuities, Banking, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Life Insurance, Asset Management, Project Management, Financial Analysis, Loans, Equities, Employee Benefits, Business Development, Retirement Planning, Retirement, Investment Management, Uniform Combined State..., Disability Insurance, Fixed Income, Payroll, Strategic Financial..., Relationship Management, Asset Allocation, 401k Rollovers, International Relations, Leisure Travel, Technical Writing, Office Management, Brokerage, Institutional..., Stock Trading, Variable Annuities, Broker-Dealer, KYC, Dodd-Frank, Interagency Coordination, Vendor Management, Business Continuity..., Financial Audits, Brokerage Audits
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Arts, International Affairs & Political Science w/ a minor in English, Filmmaking & Film History
University of Nebraska at Kearney 1993 — 1995
Political Science and Government and English
Creighton University 1992 — 1993
International Affairs/Pre-Law
Scott Slater Scott Slater's Charles Schwab Experience March 2007 - September 2015
Job Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Charles Schwab March 2007 - September 2015
Cornerstone Capital Management 2006 - 2007
Metavante 2004 - 2006
Spectrem Group 2000 - 2004
Ameriprise Financial Services, Inc. 1996 - 2000
Great Clips 1994 - 1996
Norwest Corporation (now Wells Fargo Corporation) 1987 - 1994
General Mills 1984 - 1987
Citi 1980 - 1982
Skills
Strategy, Investments, Financial Services, Start-ups, Wealth Management, Management Consulting, Finance, Business Strategy, Management, Banking
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Phillips Exeter Academy 1975 — 1976
Bronxville High School 1971 — 1975
Fidelity Investments September 2015 - Present
Charles Schwab March 2007 - September 2015
Cornerstone Capital Management 2006 - 2007
Metavante 2004 - 2006
Spectrem Group 2000 - 2004
Ameriprise Financial Services, Inc. 1996 - 2000
Great Clips 1994 - 1996
Norwest Corporation (now Wells Fargo Corporation) 1987 - 1994
General Mills 1984 - 1987
Citi 1980 - 1982
Skills
Strategy, Investments, Financial Services, Start-ups, Wealth Management, Management Consulting, Finance, Business Strategy, Management, Banking
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Phillips Exeter Academy 1975 — 1976
Bronxville High School 1971 — 1975
Ben Novak Ben Novak's Charles Schwab Experience December 2010 - 2010
Job Owner at Arizona Training Lab, M.B.A
Industry Health, Wellness and Fitness
Experience
Arizona Training Lab January 2013 - Present
Jeremy Scott Fitness July 2011 - February 2013
Asia Pacific College Vietnam July 2009 - October 2010
Charles Schwab December 2010 - 2010
Cumberland University June 2008 - July 2009
University of Sports June 2002 - July 2006
Skills
Leadership, Coaching, Public Speaking, Fitness, Functional Movement..., Critical Thinking, Time Management, Fundraising, Leadership Development, Training, Teaching, Marketing, Strategic Thinking, Social Networking, Sports, Communication Skills, Personal Training, ISSA
Education
Cumberland University 2008 — 2009
Masters, Business Administration
St. Cloud State University 2006 — 2008
B.S., Communications
Arizona Training Lab January 2013 - Present
Jeremy Scott Fitness July 2011 - February 2013
Asia Pacific College Vietnam July 2009 - October 2010
Charles Schwab December 2010 - 2010
Cumberland University June 2008 - July 2009
University of Sports June 2002 - July 2006
Skills
Leadership, Coaching, Public Speaking, Fitness, Functional Movement..., Critical Thinking, Time Management, Fundraising, Leadership Development, Training, Teaching, Marketing, Strategic Thinking, Social Networking, Sports, Communication Skills, Personal Training, ISSA
Education
Cumberland University 2008 — 2009
Masters, Business Administration
St. Cloud State University 2006 — 2008
B.S., Communications
Robert Innes Robert Innes's Charles Schwab Experience December 2010 - Present
Job Vice President & Associate General Counsel at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab December 2010 - Present
Charles Schwab May 1999 - November 2010
Sullwold & Hughes October 1996 - December 1997
Orrick, Herrington & Sutcliffe LLP October 1993 - September 1996
Skills
Securities Regulation, Financial Services, Securities
Education
University of Chicago Law School 1990 — 1993
JD
Cornell University 1985 — 1989
BA
Charles Schwab December 2010 - Present
Charles Schwab May 1999 - November 2010
Sullwold & Hughes October 1996 - December 1997
Orrick, Herrington & Sutcliffe LLP October 1993 - September 1996
Skills
Securities Regulation, Financial Services, Securities
Education
University of Chicago Law School 1990 — 1993
JD
Cornell University 1985 — 1989
BA
Marina Rolbin, MBA Marina Rolbin, MBA's Charles Schwab Experience December 2014 - Present
Job PCRA Communications Manager at Charles Schwab Co., Inc.
Industry Marketing and Advertising
Experience
Charles Schwab December 2014 - Present
Weatherstone Capital Management June 2014 - October 2014
Consultant, Marketing February 2014 - June 2014
North Shore-LIJ Health System December 2012 - October 2013
Elanco May 2009 - July 2012
Independent Consultant September 2007 - April 2009
INCCRRA December 2005 - April 2007
Docking Institute of Public Affairs March 2004 - August 2005
Skills
Marketing Communications, Market Research, Marketing Strategy, Marketing, Advertising, Microsoft Excel, Access, Microsoft Word, Email Marketing, Press Releases, Strategy, SharePoint, Visio, InDesign, Online Advertising, Newsletters, Trade Shows, Leadership, Six Sigma, Photoshop, Illustrator, Projects, SPSS, Pagemaker, Digital Marketing, SharePoint Designer
Education
Cornell University
Bachelor's Degree, Political Science and Government, Spanish
Middlebury College
Master's Degree, Russian Language and Literature
University of Maryland College Park
Master of Business Administration (M.B.A.), Marketing
Charles Schwab December 2014 - Present
Weatherstone Capital Management June 2014 - October 2014
Consultant, Marketing February 2014 - June 2014
North Shore-LIJ Health System December 2012 - October 2013
Elanco May 2009 - July 2012
Independent Consultant September 2007 - April 2009
INCCRRA December 2005 - April 2007
Docking Institute of Public Affairs March 2004 - August 2005
Skills
Marketing Communications, Market Research, Marketing Strategy, Marketing, Advertising, Microsoft Excel, Access, Microsoft Word, Email Marketing, Press Releases, Strategy, SharePoint, Visio, InDesign, Online Advertising, Newsletters, Trade Shows, Leadership, Six Sigma, Photoshop, Illustrator, Projects, SPSS, Pagemaker, Digital Marketing, SharePoint Designer
Education
Cornell University
Bachelor's Degree, Political Science and Government, Spanish
Middlebury College
Master's Degree, Russian Language and Literature
University of Maryland College Park
Master of Business Administration (M.B.A.), Marketing
Liz Fanlo's Charles Schwab Experience 1996 - 2004
Job **Beauty. Every Day. Big Day.** Antiaging consultant, makeup artist, beauty expert.
Industry Health, Wellness and Fitness
Experience
Liz Fanlo Makeup and Hair January 2009 - Present
Rodan + Fields Dermatologists November 2013 - Present
SenSpa January 2010 - February 2014
as independent contractor January 2011 - February 2014
SenSpa November 2009 - December 2010
Charles Schwab 1996 - 2004
Stratford Design 1994 - 1996
Christie's 1990 - 1994
First Boston Corporation (now Credit Suisse) 1988 - 1990
First Boston Corporation (now Credit Suisse) 1987 - 1988
Skills
Beauty, Cosmetics, Fashion, Bridal Showers, Weddings, Retail, Social Media, Customer Service, Social Media Marketing, Public Speaking, Technology, Beauty Industry, Marketing, Marketing Communications, Management, Business Strategy, Leadership, Photography, Makeup Artistry, Small Business, Skin Care, Spa, Strategy
Education
Dartmouth College 1982 — 1986
BA, Government, Economics
Castilleja School 1976 — 1982
7 - 12th
Liz Fanlo Makeup and Hair January 2009 - Present
Rodan + Fields Dermatologists November 2013 - Present
SenSpa January 2010 - February 2014
as independent contractor January 2011 - February 2014
SenSpa November 2009 - December 2010
Charles Schwab 1996 - 2004
Stratford Design 1994 - 1996
Christie's 1990 - 1994
First Boston Corporation (now Credit Suisse) 1988 - 1990
First Boston Corporation (now Credit Suisse) 1987 - 1988
Skills
Beauty, Cosmetics, Fashion, Bridal Showers, Weddings, Retail, Social Media, Customer Service, Social Media Marketing, Public Speaking, Technology, Beauty Industry, Marketing, Marketing Communications, Management, Business Strategy, Leadership, Photography, Makeup Artistry, Small Business, Skin Care, Spa, Strategy
Education
Dartmouth College 1982 — 1986
BA, Government, Economics
Castilleja School 1976 — 1982
7 - 12th
Marc Myers, MBA Marc Myers, MBA's Charles Schwab Experience March 2014 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Mountain High Ski Resort November 1999 - Present
Charles Schwab October 2012 - March 2014
Charles Schwab June 2010 - October 2012
Fidelity Investments January 2008 - June 2010
Vail Resorts November 2005 - May 2006
Education
University of La Verne 2007 — 2009
MBA, Finance
London School of Economics and Political Science 2005 — 2005
Summer Program, Macroeconomics & British Law
Cornell College 2001 — 2005
BA, Economics, Psychology
Charles Schwab March 2014 - Present
Mountain High Ski Resort November 1999 - Present
Charles Schwab October 2012 - March 2014
Charles Schwab June 2010 - October 2012
Fidelity Investments January 2008 - June 2010
Vail Resorts November 2005 - May 2006
Education
University of La Verne 2007 — 2009
MBA, Finance
London School of Economics and Political Science 2005 — 2005
Summer Program, Macroeconomics & British Law
Cornell College 2001 — 2005
BA, Economics, Psychology
Cheryl Hairston's Charles Schwab Experience July 2000 - July 2004
Job Client Relations
Industry Financial Services
Experience
Reed Financial Services, Inc. August 2015 - Present
JB Hunt April 2013 - Present
Insphere Insurance Solutions September 2010 - September 2012
LPS Field Services June 2008 - February 2009
Transamerica June 2005 - June 2008
Charles Schwab July 2000 - July 2004
Skills
Leadership, Insurance, Long-term Care, Life Insurance, Sales, Health Insurance, Term Life Insurance, Team Building, Disability Insurance, Management
Education
David N. Myers University 1989 — 1992
BS, Accounting
Cuyahoga Community College 1984 — 1986
Associates of Applied Business, Accounting
Reed Financial Services, Inc. August 2015 - Present
JB Hunt April 2013 - Present
Insphere Insurance Solutions September 2010 - September 2012
LPS Field Services June 2008 - February 2009
Transamerica June 2005 - June 2008
Charles Schwab July 2000 - July 2004
Skills
Leadership, Insurance, Long-term Care, Life Insurance, Sales, Health Insurance, Term Life Insurance, Team Building, Disability Insurance, Management
Education
David N. Myers University 1989 — 1992
BS, Accounting
Cuyahoga Community College 1984 — 1986
Associates of Applied Business, Accounting
Jeff Starr Jeff Starr's Charles Schwab Experience March 2010 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Credit Suisse 2007 - 2009
HSBC Securities 2005 - 2007
Lehman Brothers 2003 - 2005
Skills
Capital Markets, Valuation, Investment Banking, Equities, Fixed Income, Alternative Investments, Hedge Funds, Securities
Education
Cornell University 2001 — 2003
Master of Business Administration (M.B.A.)
McGill University 1992 — 1996
Bachelor of Commerce (BCom)
Charles Schwab March 2010 - Present
Credit Suisse 2007 - 2009
HSBC Securities 2005 - 2007
Lehman Brothers 2003 - 2005
Skills
Capital Markets, Valuation, Investment Banking, Equities, Fixed Income, Alternative Investments, Hedge Funds, Securities
Education
Cornell University 2001 — 2003
Master of Business Administration (M.B.A.)
McGill University 1992 — 1996
Bachelor of Commerce (BCom)
Laura Gadd Laura Gadd's Charles Schwab Experience May 2012 - September 2013
Job Director, Revenue and Pricing Systems Project Management Office at Visa
Industry Computer Software
Experience
Visa September 2015 - Present
SolarWinds October 2013 - September 2015
Charles Schwab May 2012 - September 2013
Wells Fargo Bank July 2011 - May 2012
Home and around town April 2009 - June 2011
Convergys (acquired Cygent, Inc. 2/03, now NetCracker) April 2000 - March 2009
PricewaterhouseCoopers 1998 - 2000
Deloitte Consulting May 1997 - August 1997
American Management Systems (now CGI) 1991 - 1996
Skills
Professional Services, IT Strategy, Project Management, Requirements Analysis, Functional Architecture, Cross-functional Team..., Production Support, Software Deployment, Change Management, IT Infrastructure..., Citrix, Business Process..., Thought Leadership, Agile Methodologies, Software Development..., Enterprise Software, CRM, Cloud Applications, PMP, Solution-driven, Software Project..., Management, Solution-oriented, SDLC, Analytics, Solution Implementation, Certified Scrum Master..., Leadership, Management Consulting, Scrum, Consulting, Project Portfolio..., Enterprise Architecture, Analysis, Business Process
Education
Collab.net Scrum Master Certification class 2013 — 2013
Certified ScrumMaster (CSM)
Project Management Institute 2007 — 2008
Certified PMP
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Dartmouth College 1987 — 1991
BA
Bear Creek High School 1984 — 1987
Visa September 2015 - Present
SolarWinds October 2013 - September 2015
Charles Schwab May 2012 - September 2013
Wells Fargo Bank July 2011 - May 2012
Home and around town April 2009 - June 2011
Convergys (acquired Cygent, Inc. 2/03, now NetCracker) April 2000 - March 2009
PricewaterhouseCoopers 1998 - 2000
Deloitte Consulting May 1997 - August 1997
American Management Systems (now CGI) 1991 - 1996
Skills
Professional Services, IT Strategy, Project Management, Requirements Analysis, Functional Architecture, Cross-functional Team..., Production Support, Software Deployment, Change Management, IT Infrastructure..., Citrix, Business Process..., Thought Leadership, Agile Methodologies, Software Development..., Enterprise Software, CRM, Cloud Applications, PMP, Solution-driven, Software Project..., Management, Solution-oriented, SDLC, Analytics, Solution Implementation, Certified Scrum Master..., Leadership, Management Consulting, Scrum, Consulting, Project Portfolio..., Enterprise Architecture, Analysis, Business Process
Education
Collab.net Scrum Master Certification class 2013 — 2013
Certified ScrumMaster (CSM)
Project Management Institute 2007 — 2008
Certified PMP
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Dartmouth College 1987 — 1991
BA
Bear Creek High School 1984 — 1987
Jon C. Kline Jon C. Kline's Charles Schwab Experience August 2009 - October 2011
Job Man of Leisure....
Industry Plastics
Experience
Man of Leisure October 2011 - Present
Charles Schwab August 2009 - October 2011
Bank of America April 2004 - July 2009
Education
Cornell University 1988 — 1993
The London School of Economics and Political Science (LSE) 1991 — 1992
Man of Leisure October 2011 - Present
Charles Schwab August 2009 - October 2011
Bank of America April 2004 - July 2009
Education
Cornell University 1988 — 1993
The London School of Economics and Political Science (LSE) 1991 — 1992
Byron Fields Byron Fields's Charles Schwab Experience September 2005 - October 2006
Job Senior Corporate Recruiter at MyPoints.com
Industry Staffing and Recruiting
Experience
MyPoints.com July 2014 - April 2015
Macys.com February 2014 - July 2014
Apple Inc. September 2010 - July 2013
Western Career College 2009 - 2009
Google Inc. March 2007 - February 2008
Charles Schwab September 2005 - October 2006
TechLink Systems, Inc. May 2004 - July 2005
Blockbuster Video Inc. January 2004 - May 2004
D.O.C. (Dedicated Onsite Consulting) March 2003 - January 2004
TechLink Systems, Inc. April 2002 - February 2003
Skills
Interviewing, Cold Calling, Resume Writing, Salary Negotiation, Technical Recruiting, Full-cycle Recruiting, Applicant Tracking..., Background Checks, Talent Acquisition, Internet Recruiting, Sourcing, Hiring, Recruitment/Retention, College Recruiting, Account Management, Strategic Sourcing, Executive Search, Employment Law, Customer Relations, Customer Service, Mentoring, Negotiation, Contract Recruitment, Sales Recruitment, Social Networking, Social Media, Search, Building Relationships, Creative Sourcing, Offer Letters, Job Fairs, Direct Sourcing, Direct Recruiting, Diversity Recruitment, Onboarding, Candidate Screening, Screening, Compensation, Screening Resumes, Recruiting, Benefits Negotiation, Interviews, Human Resources, Management, Networking, Staffing Services, Employer Branding, Talent Management, Time Management, Employee Relations
Education
De Anza College 1995 — 1997
AA, Business Management
MyPoints.com July 2014 - April 2015
Macys.com February 2014 - July 2014
Apple Inc. September 2010 - July 2013
Western Career College 2009 - 2009
Google Inc. March 2007 - February 2008
Charles Schwab September 2005 - October 2006
TechLink Systems, Inc. May 2004 - July 2005
Blockbuster Video Inc. January 2004 - May 2004
D.O.C. (Dedicated Onsite Consulting) March 2003 - January 2004
TechLink Systems, Inc. April 2002 - February 2003
Skills
Interviewing, Cold Calling, Resume Writing, Salary Negotiation, Technical Recruiting, Full-cycle Recruiting, Applicant Tracking..., Background Checks, Talent Acquisition, Internet Recruiting, Sourcing, Hiring, Recruitment/Retention, College Recruiting, Account Management, Strategic Sourcing, Executive Search, Employment Law, Customer Relations, Customer Service, Mentoring, Negotiation, Contract Recruitment, Sales Recruitment, Social Networking, Social Media, Search, Building Relationships, Creative Sourcing, Offer Letters, Job Fairs, Direct Sourcing, Direct Recruiting, Diversity Recruitment, Onboarding, Candidate Screening, Screening, Compensation, Screening Resumes, Recruiting, Benefits Negotiation, Interviews, Human Resources, Management, Networking, Staffing Services, Employer Branding, Talent Management, Time Management, Employee Relations
Education
De Anza College 1995 — 1997
AA, Business Management
Ben Tschann Ben Tschann's Charles Schwab Experience 1999 - 2001
Job Partner at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP October 2013 - Present
Goodwin Procter April 2007 - September 2013
Mayer Brown September 2004 - April 2007
Notre Dame Law School 2001 - 2004
Major League Baseball International 2002 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1999 - 2001
Skills
Real Estate Transactions, Real Estate, Joint Ventures, Hospitality, Real Estate Financing, hospitality real estate, hotel mangement..., hotel franchise..., labor issues, Liquor Licensing, Mergers & Acquisitions
Education
University of Notre Dame Law School 2001 — 2004
Doctor of Law (J.D.), Law, Cum Laude
Creighton University 1995 — 1999
B.A., Political Science, Magna Cum Laude
De La Salle High School 1992 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Goodwin Procter LLP October 2013 - Present
Goodwin Procter April 2007 - September 2013
Mayer Brown September 2004 - April 2007
Notre Dame Law School 2001 - 2004
Major League Baseball International 2002 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1999 - 2001
Skills
Real Estate Transactions, Real Estate, Joint Ventures, Hospitality, Real Estate Financing, hospitality real estate, hotel mangement..., hotel franchise..., labor issues, Liquor Licensing, Mergers & Acquisitions
Education
University of Notre Dame Law School 2001 — 2004
Doctor of Law (J.D.), Law, Cum Laude
Creighton University 1995 — 1999
B.A., Political Science, Magna Cum Laude
De La Salle High School 1992 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Mark Minder Mark Minder's Charles Schwab Experience February 1999 - March 2004
Job RFC, Owner of Minder Planning Group
Industry Investment Management
Experience
Minder Planning Group June 2009 - Present
Raymond James Financial March 2007 - November 2008
TIAA-CREF 2006 - 2007
cuna mutual 2005 - 2006
Fifth Third Bank 2004 - 2005
Charles Schwab February 1999 - March 2004
Skills
Retirement Planning, Estate Planning, Pensions, Financial Planning, Asset Management, Portfolio Management, Insurance Planning, Investments, Retirement, 401k, IRA's, Planning, Wealth Management, Asset Allocation, Investment Advisory, Financial Advice, Investment Strategies, Income Protection, Savings, Strategic Planning, Defined Benefit, Wealth Accumulation, Alternative Investments, Business Planning, Wealth Transfer, Retirement Income..., Mutual Funds, High Net Worth..., Financial Advisory, Wealth, Fixed Income, Term Life Insurance, IRAs, Strategic Financial..., Financial Services, Employee Benefits, Investment Management, Personal Finance
Education
Davenport University-Eastern Region 1991 — 1996
Bachelor of Business Administration, Management
Lake Superior State University 1990 — 1991
Minder Planning Group June 2009 - Present
Raymond James Financial March 2007 - November 2008
TIAA-CREF 2006 - 2007
cuna mutual 2005 - 2006
Fifth Third Bank 2004 - 2005
Charles Schwab February 1999 - March 2004
Skills
Retirement Planning, Estate Planning, Pensions, Financial Planning, Asset Management, Portfolio Management, Insurance Planning, Investments, Retirement, 401k, IRA's, Planning, Wealth Management, Asset Allocation, Investment Advisory, Financial Advice, Investment Strategies, Income Protection, Savings, Strategic Planning, Defined Benefit, Wealth Accumulation, Alternative Investments, Business Planning, Wealth Transfer, Retirement Income..., Mutual Funds, High Net Worth..., Financial Advisory, Wealth, Fixed Income, Term Life Insurance, IRAs, Strategic Financial..., Financial Services, Employee Benefits, Investment Management, Personal Finance
Education
Davenport University-Eastern Region 1991 — 1996
Bachelor of Business Administration, Management
Lake Superior State University 1990 — 1991
David Hines's Charles Schwab Experience November 2014 - Present
Job Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Northwestern Mutual June 2013 - June 2014
Skills
Social Networking, Sales, Marketing, Entrepreneurship, Team Leadership, Management, Data Analysis, Project Management
Education
Concordia University-St. Paul 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Charles Schwab November 2014 - Present
Northwestern Mutual June 2013 - June 2014
Skills
Social Networking, Sales, Marketing, Entrepreneurship, Team Leadership, Management, Data Analysis, Project Management
Education
Concordia University-St. Paul 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Faizul Huq Faizul Huq's Charles Schwab Experience March 1999 - January 2000
Job Assistant VicePresident and Bank Manager, BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank May 2014 - Present
National Bank of Canada May 2013 - April 2014
National Bank of Canada December 2008 - June 2013
Scotiabank December 2004 - December 2008
Scotiabank May 2003 - December 2004
Scotiabank February 2000 - April 2003
Charles Schwab March 1999 - January 2000
Nankai Transport Int'l (USA) Inc. February 1994 - December 1998
The Bank of New York 1992 - 1994
The Dime Savings Bank of New York 1991 - 1992
Skills
20 Years of experience..., Sales Management, Business Development, Mortgage Lending, Credit Analysis, Banking, Portfolio Management, Credit Risk, Recruiting, Human Resources, Credit, Refinance, Investments, Financial Services, Strategy, Commercial Banking, Management, Finance, Leadership
Education
Dalhousie University
MBA Program (Financial Services) - Current
Canadian Securities Institute
FMA
Saint John's University 1990 — 1995
College of Business Administration - Accounting
BMO Harris Bank May 2014 - Present
National Bank of Canada May 2013 - April 2014
National Bank of Canada December 2008 - June 2013
Scotiabank December 2004 - December 2008
Scotiabank May 2003 - December 2004
Scotiabank February 2000 - April 2003
Charles Schwab March 1999 - January 2000
Nankai Transport Int'l (USA) Inc. February 1994 - December 1998
The Bank of New York 1992 - 1994
The Dime Savings Bank of New York 1991 - 1992
Skills
20 Years of experience..., Sales Management, Business Development, Mortgage Lending, Credit Analysis, Banking, Portfolio Management, Credit Risk, Recruiting, Human Resources, Credit, Refinance, Investments, Financial Services, Strategy, Commercial Banking, Management, Finance, Leadership
Education
Dalhousie University
MBA Program (Financial Services) - Current
Canadian Securities Institute
FMA
Saint John's University 1990 — 1995
College of Business Administration - Accounting
Kimberly Taylor Kimberly Taylor's Charles Schwab Experience June 2014 - Present
Job Corporate Counsel, Regulatory Affairs
Industry Law Practice
Experience
Charles Schwab June 2014 - Present
Skills
Financial Services, Corporate Governance, Risk Management, Litigation, Securities Regulation, Banking Law, Trials, Trusts, Wills
Education
Cornell Law School 2002 — 2005
JD
Yale University 1995 — 1999
B.A.
Punahou School
Charles Schwab June 2014 - Present
Skills
Financial Services, Corporate Governance, Risk Management, Litigation, Securities Regulation, Banking Law, Trials, Trusts, Wills
Education
Cornell Law School 2002 — 2005
JD
Yale University 1995 — 1999
B.A.
Punahou School
Linda Matthews's Charles Schwab Experience October 1993 - September 2006
Job Lead User Experience Designer at Spring Studio
Industry Internet
Experience
Spring Studio 2013 - Present
Monsoon Commerce January 2011 - November 2012
Visa October 2009 - December 2010
Pacific Integration September 2006 - October 2009
Charles Schwab October 1993 - September 2006
Charles Schwab March 2003 - August 2006
Skills
Interaction Design, Information Architecture, User Experience, User Interface Design, Usability, User Research, E-commerce, Usability Testing, Agile Methodologies, Product Management, User-centered Design, Enterprise Software, SaaS, Analytics, Leadership, Email Marketing, Mobile Applications, Product Development, Strategy, Web Analytics, Wireframes, User Interface, User Experience Design, Heuristic Evaluation, Mobile Devices, Wire Framing, Content Strategy, Persona, OmniGraffle, User Scenarios, Digital Strategy
Education
Cornell University 1983 — 1987
BA
Golden Gate University
Spring Studio 2013 - Present
Monsoon Commerce January 2011 - November 2012
Visa October 2009 - December 2010
Pacific Integration September 2006 - October 2009
Charles Schwab October 1993 - September 2006
Charles Schwab March 2003 - August 2006
Skills
Interaction Design, Information Architecture, User Experience, User Interface Design, Usability, User Research, E-commerce, Usability Testing, Agile Methodologies, Product Management, User-centered Design, Enterprise Software, SaaS, Analytics, Leadership, Email Marketing, Mobile Applications, Product Development, Strategy, Web Analytics, Wireframes, User Interface, User Experience Design, Heuristic Evaluation, Mobile Devices, Wire Framing, Content Strategy, Persona, OmniGraffle, User Scenarios, Digital Strategy
Education
Cornell University 1983 — 1987
BA
Golden Gate University
Dan Poirier Dan Poirier's Charles Schwab Experience February 2011 - November 2013
Job Strategy Consultant
Industry Financial Services
Experience
Wells Fargo June 2014 - March 2015
Charles Schwab February 2011 - November 2013
Charles Schwab July 2010 - February 2011
Charles Schwab February 2008 - July 2010
RBC Capital Markets October 2006 - May 2007
RBC Royal Bank December 2004 - October 2006
RBC Royal Bank March 2003 - December 2004
RBC Credit Card Products February 2001 - March 2003
Skills
Financial Services, Banking, Relationship Management, Retail Banking, Fixed Income, Risk Management, Product Management, Payments, Vendor Management, Portfolio Management, Strategic Planning, Leadership, Project Management, Product Development, Management, Strategy, Business Planning, Business Process, Customer Experience, Analytics, Executive Management, Credit Cards, Business Strategy, Training, Securities, Marketing Strategy, Cross-functional Team...
Education
Dalhousie University 2004 — 2006
MBA, Financial Services
Institute for Canadian Bankers 1999 — 2001
PBP, Banking
Wells Fargo June 2014 - March 2015
Charles Schwab February 2011 - November 2013
Charles Schwab July 2010 - February 2011
Charles Schwab February 2008 - July 2010
RBC Capital Markets October 2006 - May 2007
RBC Royal Bank December 2004 - October 2006
RBC Royal Bank March 2003 - December 2004
RBC Credit Card Products February 2001 - March 2003
Skills
Financial Services, Banking, Relationship Management, Retail Banking, Fixed Income, Risk Management, Product Management, Payments, Vendor Management, Portfolio Management, Strategic Planning, Leadership, Project Management, Product Development, Management, Strategy, Business Planning, Business Process, Customer Experience, Analytics, Executive Management, Credit Cards, Business Strategy, Training, Securities, Marketing Strategy, Cross-functional Team...
Education
Dalhousie University 2004 — 2006
MBA, Financial Services
Institute for Canadian Bankers 1999 — 2001
PBP, Banking
Andy Sharma Andy Sharma's Charles Schwab Experience 2015 - Present
Job CIO | CTO | Visionary IT Executive wellversed in Strategic Planning, Engineering, IT Operations and Program Management
Industry Information Technology and Services
Experience
Charles Schwab 2015 - Present
GHV Consulting LLC 2014 - Present
CivicPlus 2014 - 2015
Dell 2005 - 2014
Dell 2001 - 2005
Mascon Global 2000 - 2001
Piramal Enterprises Limited 1998 - 2000
Skills
Program Management, PMO, ERP, Supply Chain Management, SDLC, Supply Chain, CMM, Procurement, Logistics, Governance, Vendor Management, PMP, Outsourcing, Change Management, Project Portfolio..., Budgets, Agile Methodologies, Requirements Analysis, Software Development, Enterprise Architecture, Cloud Computing, ITIL, Business Process..., Manufacturing, Strategy, Project Management, Process Improvement, Solution Architecture, IT Service Management, Product Management, Management, Disaster Recovery, Team Management, Data Warehousing, Virtualization, SOA, Cross-functional Team..., Business Process, Security, Testing, Integration, Project Planning, IT Strategy, Leadership, Enterprise Software, IT Management, Business Intelligence, SaaS
Education
Utkal University 1995 — 1997
Master of Business Administration (MBA), Management Information Systems (MIS) & Marketing
Delhi University 1992 — 1995
Bachelor of Science (B.Sc.), Physics (Honors)
Charles Schwab 2015 - Present
GHV Consulting LLC 2014 - Present
CivicPlus 2014 - 2015
Dell 2005 - 2014
Dell 2001 - 2005
Mascon Global 2000 - 2001
Piramal Enterprises Limited 1998 - 2000
Skills
Program Management, PMO, ERP, Supply Chain Management, SDLC, Supply Chain, CMM, Procurement, Logistics, Governance, Vendor Management, PMP, Outsourcing, Change Management, Project Portfolio..., Budgets, Agile Methodologies, Requirements Analysis, Software Development, Enterprise Architecture, Cloud Computing, ITIL, Business Process..., Manufacturing, Strategy, Project Management, Process Improvement, Solution Architecture, IT Service Management, Product Management, Management, Disaster Recovery, Team Management, Data Warehousing, Virtualization, SOA, Cross-functional Team..., Business Process, Security, Testing, Integration, Project Planning, IT Strategy, Leadership, Enterprise Software, IT Management, Business Intelligence, SaaS
Education
Utkal University 1995 — 1997
Master of Business Administration (MBA), Management Information Systems (MIS) & Marketing
Delhi University 1992 — 1995
Bachelor of Science (B.Sc.), Physics (Honors)
Ralph Cooke's Charles Schwab Experience 2007 - 2009
Job Senior Data Analyst
Industry Financial Services
Experience
California Pacific Medical Center March 2012 - Present
PalmerWells Consulting 2009 - 2012
Charles Schwab 2007 - 2009
Alpha Gourmet Cookie Company April 2004 - 2009
Self-employed June 2005 - February 2007
Dorado Corporation 2006 - 2006
Agilent Technologies August 1997 - February 2004
Hewlett-Packard 1997 - 1999
Gardiner, Kamya & Associates, PC August 1992 - June 1995
Linwood Jennings PA 1990 - 1992
Skills
Financial Modeling, Financial Analysis, Forecasting, Benchmarking, Financial Reporting, SOX, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act, Leadership, Strategy, Accounting, Finance, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Syracuse University
BS, Accounting
McDonogh School
California Pacific Medical Center March 2012 - Present
PalmerWells Consulting 2009 - 2012
Charles Schwab 2007 - 2009
Alpha Gourmet Cookie Company April 2004 - 2009
Self-employed June 2005 - February 2007
Dorado Corporation 2006 - 2006
Agilent Technologies August 1997 - February 2004
Hewlett-Packard 1997 - 1999
Gardiner, Kamya & Associates, PC August 1992 - June 1995
Linwood Jennings PA 1990 - 1992
Skills
Financial Modeling, Financial Analysis, Forecasting, Benchmarking, Financial Reporting, SOX, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act, Leadership, Strategy, Accounting, Finance, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Syracuse University
BS, Accounting
McDonogh School
Anja Steinke's Charles Schwab Experience 2011 - 2011
Job Digital Marketing at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company March 2012 - Present
Charles Schwab 2011 - 2011
Hoffman/Lewis 2005 - 2010
Charles Schwab 2006 - 2007
DDB 1999 - 2002
Grey Worldwide 1996 - 1998
Skills
Digital Marketing, Integrated Marketing, Advertising, Customer Insight, Marketing Communications, Brand Architecture, Digital Strategy, Creative Strategy, Interactive Marketing, Brand Development, Direct Marketing, Marketing, Interactive Advertising, Media Planning, Mobile Marketing
Education
Ruprecht-Karls-Universität Heidelberg 1988 — 1994
Diplom, English & Spanish
Dartmouth College 1991 — 1992
The Clorox Company March 2012 - Present
Charles Schwab 2011 - 2011
Hoffman/Lewis 2005 - 2010
Charles Schwab 2006 - 2007
DDB 1999 - 2002
Grey Worldwide 1996 - 1998
Skills
Digital Marketing, Integrated Marketing, Advertising, Customer Insight, Marketing Communications, Brand Architecture, Digital Strategy, Creative Strategy, Interactive Marketing, Brand Development, Direct Marketing, Marketing, Interactive Advertising, Media Planning, Mobile Marketing
Education
Ruprecht-Karls-Universität Heidelberg 1988 — 1994
Diplom, English & Spanish
Dartmouth College 1991 — 1992
lisa shin's Charles Schwab Experience July 1998 - July 2001
Job Executive Director at JP Morgan
Industry Financial Services
Experience
Wing Wings Lower Haight June 2011 - Present
JP Morgan August 2001 - April 2011
Charles Schwab July 1998 - July 2001
U.S. Senate June 1997 - August 1997
Skills
Asset Management, Banking, Capital Markets, Credit, Financial Services, Fixed Income, Investments, Portfolio Management, Securities, Structured Finance, Structured Products, Investment Banking, Hedge Funds, Derivatives, CRM
Education
Cornell University 1994 — 1998
Wing Wings Lower Haight June 2011 - Present
JP Morgan August 2001 - April 2011
Charles Schwab July 1998 - July 2001
U.S. Senate June 1997 - August 1997
Skills
Asset Management, Banking, Capital Markets, Credit, Financial Services, Fixed Income, Investments, Portfolio Management, Securities, Structured Finance, Structured Products, Investment Banking, Hedge Funds, Derivatives, CRM
Education
Cornell University 1994 — 1998
Alka Agarwal's Charles Schwab Experience June 2004 - January 2005
Job QA/Scrum Advisor, Volunteer and Consultant at Multiple Companies
Industry Information Technology and Services
Experience
QA July 2011 - Present
Wells Fargo March 2009 - June 2011
Barclays Global Investors October 2007 - March 2009
Wells Fargo February 2005 - March 2007
Charles Schwab June 2004 - January 2005
Fidelity Investments April 2003 - February 2004
GE Capital January 2003 - April 2003
Polaris Software Labs Ltd. September 2002 - December 2002
Education
Delhi College of Engineering 1990 — 1994
QA July 2011 - Present
Wells Fargo March 2009 - June 2011
Barclays Global Investors October 2007 - March 2009
Wells Fargo February 2005 - March 2007
Charles Schwab June 2004 - January 2005
Fidelity Investments April 2003 - February 2004
GE Capital January 2003 - April 2003
Polaris Software Labs Ltd. September 2002 - December 2002
Education
Delhi College of Engineering 1990 — 1994
John Tanko's Charles Schwab Experience January 1996 - June 2015
Job Leader at Flying Eagles Jazz Band
Industry Computer Software
Experience
Flying Eagles Jazz Band 2010 - Present
Charles Schwab January 1996 - June 2015
AMEX Life Assurance Co. 1985 - 1996
Madisons 1974 - 1978
Skills
Software Development, JCL, Software Project..., Easytrieve, DB2, SQL, CICS, TSO, Business Analysis, Mainframe, COBOL, MVS, IBM Mainframe
Education
Cuyahoga Community College 1970 — 1972
Flying Eagles Jazz Band 2010 - Present
Charles Schwab January 1996 - June 2015
AMEX Life Assurance Co. 1985 - 1996
Madisons 1974 - 1978
Skills
Software Development, JCL, Software Project..., Easytrieve, DB2, SQL, CICS, TSO, Business Analysis, Mainframe, COBOL, MVS, IBM Mainframe
Education
Cuyahoga Community College 1970 — 1972
Alec Smith's Charles Schwab Experience 1996 - 1999
Job Assistant Professor at Virginia Tech
Industry Research
Experience
Virginia Tech 2015 - Present
Compass Lexecon 2013 - Present
University of Arizona August 2014 - December 2014
Caltech 2013 - 2014
California Institute of Technology 2009 - 2013
Wedbush Morgan Securities 1999 - 2002
Charles Schwab 1996 - 1999
Skills
Behavioral Economics, Neuroeconomics, Game Theory, Machine Learning, Statistical Modeling, Microeconomics, Econometrics, Economics, Matlab, Stata, Data Analysis, Behavioral Finance, Science, Equities, Quantitative Analytics, Teaching
Education
University of Arizona, Eller College of Management 2004 — 2009
Ph.D., Economics
Dartmouth College 1989 — 1993
B.A.
Virginia Tech 2015 - Present
Compass Lexecon 2013 - Present
University of Arizona August 2014 - December 2014
Caltech 2013 - 2014
California Institute of Technology 2009 - 2013
Wedbush Morgan Securities 1999 - 2002
Charles Schwab 1996 - 1999
Skills
Behavioral Economics, Neuroeconomics, Game Theory, Machine Learning, Statistical Modeling, Microeconomics, Econometrics, Economics, Matlab, Stata, Data Analysis, Behavioral Finance, Science, Equities, Quantitative Analytics, Teaching
Education
University of Arizona, Eller College of Management 2004 — 2009
Ph.D., Economics
Dartmouth College 1989 — 1993
B.A.
Eric Passin's Charles Schwab Experience May 2002 - September 2007
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
Sharon Kohler's Charles Schwab Experience 2004 - Present
Job Specialist/Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2004 - Present
Education
Cuyahoga Community College 1984 — 1985
Charles Schwab 2004 - Present
Education
Cuyahoga Community College 1984 — 1985
Stephen Searl's Charles Schwab Experience 1983 - 1985
Job Director at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management September 2002 - Present
Aeltus Investment Management 1993 - 2002
Aetna Capital Management 1991 - 1993
Aetna Life & Casualty 1987 - 1991
Charles Schwab 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1979 — 1983
Bachelor of Science, Finance
Conning Asset Management September 2002 - Present
Aeltus Investment Management 1993 - 2002
Aetna Capital Management 1991 - 1993
Aetna Life & Casualty 1987 - 1991
Charles Schwab 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1979 — 1983
Bachelor of Science, Finance
Dave McGuinness's Charles Schwab Experience 1995 - 2001
Job Account Manager at OpenPlacement
Industry Hospital & Health Care
Experience
OpenPlacement October 2013 - Present
Exceptional Senior Services April 2012 - September 2013
Chase August 2011 - April 2012
Citibank 2005 - August 2011
Ameriprise Financial Services, Inc. 2003 - 2004
Charles Schwab 1995 - 2001
Merrill Lynch 1985 - 1995
Skills
Business Development, Wealth Management, Series 63, Investments, Series 7, Strategy, Banking, Trading, Insurance, Finance, Strategic Financial..., Sales, Financial Analysis, Customer Service
Education
Cornell University 1975 — 1979
BS, Environmental Science
Tompkins Cortland Community College
Associate's degree, Business Administration and Management, General
OpenPlacement October 2013 - Present
Exceptional Senior Services April 2012 - September 2013
Chase August 2011 - April 2012
Citibank 2005 - August 2011
Ameriprise Financial Services, Inc. 2003 - 2004
Charles Schwab 1995 - 2001
Merrill Lynch 1985 - 1995
Skills
Business Development, Wealth Management, Series 63, Investments, Series 7, Strategy, Banking, Trading, Insurance, Finance, Strategic Financial..., Sales, Financial Analysis, Customer Service
Education
Cornell University 1975 — 1979
BS, Environmental Science
Tompkins Cortland Community College
Associate's degree, Business Administration and Management, General
Dianne Holmes-MS, MBA, CPSM's Charles Schwab Experience 2005 - 2006
Job Supply Management, Strategic Sourcing, Program, Category & Supplier Management at UC SF & Berkeley
Industry Biotechnology
Experience
UNIVERSITY OF CALIFORNIA 2006 - Present
Charles Schwab 2005 - 2006
The Clorox Company 1998 - 2004
ET Horn 1996 - 1998
C P Kelco/Merck/Monsanto/NutraSweet 1989 - 1996
Del Monte Foods 1980 - 1987
Eco Friendly Energy Company 1980 - 1980
Coast Federal Savings & Loan/First Financial Mortgage Company 1980 - 1980
Shaklee Corporation 1979 - 1980
Skills
Strategic Sourcing, Specialty Chemicals, Supplier Management, Contract Negotiation, Contract Management, Negotiation, Supply Chain Management, Supply Chain, Vendor Relations, Process Improvement, Manufacturing, Cross-functional Team..., Strategic Planning, Procurement, Planning, Purchasing, Analysis, FDA, Forecasting, GMP, Global Sourcing, Inventory Management, Leadership, Lean Manufacturing, Logistics, Management, Marketing, Marketing Strategy, Materials Management, Medical Devices, New Business Development, Operations Management, Outsourcing, Pricing, Product Development, Product Management, Program Management, Project Management, Project Planning, Quality Assurance, R, RFP, SAP, Sales, Six Sigma, Sourcing, Spend Analysis, Strategy, Supply Management, Team Building
Education
Golden Gate University 1986 — 1988
MBA, Business Administration/Marketing
Cornell University
MS, Life Sciences/Biochemistry
Cornell University
BS, Life Sciences
Diablo Valley College
Project Management, Real Estate
Ohlone College
Certification, Biotechnology Manufacturing
UNIVERSITY OF CALIFORNIA 2006 - Present
Charles Schwab 2005 - 2006
The Clorox Company 1998 - 2004
ET Horn 1996 - 1998
C P Kelco/Merck/Monsanto/NutraSweet 1989 - 1996
Del Monte Foods 1980 - 1987
Eco Friendly Energy Company 1980 - 1980
Coast Federal Savings & Loan/First Financial Mortgage Company 1980 - 1980
Shaklee Corporation 1979 - 1980
Skills
Strategic Sourcing, Specialty Chemicals, Supplier Management, Contract Negotiation, Contract Management, Negotiation, Supply Chain Management, Supply Chain, Vendor Relations, Process Improvement, Manufacturing, Cross-functional Team..., Strategic Planning, Procurement, Planning, Purchasing, Analysis, FDA, Forecasting, GMP, Global Sourcing, Inventory Management, Leadership, Lean Manufacturing, Logistics, Management, Marketing, Marketing Strategy, Materials Management, Medical Devices, New Business Development, Operations Management, Outsourcing, Pricing, Product Development, Product Management, Program Management, Project Management, Project Planning, Quality Assurance, R, RFP, SAP, Sales, Six Sigma, Sourcing, Spend Analysis, Strategy, Supply Management, Team Building
Education
Golden Gate University 1986 — 1988
MBA, Business Administration/Marketing
Cornell University
MS, Life Sciences/Biochemistry
Cornell University
BS, Life Sciences
Diablo Valley College
Project Management, Real Estate
Ohlone College
Certification, Biotechnology Manufacturing
Rodolfo Roxas Jr.'s Charles Schwab Experience September 2012 - Present
Job Lead System Architect at Agora Group Inc.
Industry Information Technology and Services
Experience
Charles Schwab September 2012 - Present
Agora Group Inc. February 2011 - Present
Wells Fargo August 2011 - December 2011
BlueCross BlueShield of Tennessee March 2011 - August 2011
Alere Health, LLC May 2010 - February 2011
QBE Management Services Asia Operating Headquarters August 2007 - April 2010
Kforce Technology Staffing August 2006 - August 2007
RCG Information Technology January 2006 - July 2006
ADD Group of Companies April 2002 - January 2006
ON Semiconductor May 1999 - April 2002
Skills
Pega, Pega PRPC, Java, J2EE, JSP, JMS, SOAP, XML, JavaScript, Servlets, HTML, CSS, MSP (Midrange Service..., AJAX, SQL, Agile, Scrum, Pegasystems PRPC, Microsoft SQL Server, DB2, Unix, WebSphere Application..., SOA, Eclipse, Tomcat, Software Development, Hibernate, PL/SQL, Enterprise Architecture, JDBC, Spring, Perl, Struts, Web Applications, Software Project..., JBoss Application Server, J2EE Application..., Oracle, Design Patterns, Web Services, WebSphere MQ, Requirements Analysis, Websphere, Agile Methodologies, Business Process..., SDLC, Java Enterprise Edition, UML, Weblogic, Core Java
Education
De La Salle University 1995 — 1999
Bacherlors Degree, Computer Science
Charles Schwab September 2012 - Present
Agora Group Inc. February 2011 - Present
Wells Fargo August 2011 - December 2011
BlueCross BlueShield of Tennessee March 2011 - August 2011
Alere Health, LLC May 2010 - February 2011
QBE Management Services Asia Operating Headquarters August 2007 - April 2010
Kforce Technology Staffing August 2006 - August 2007
RCG Information Technology January 2006 - July 2006
ADD Group of Companies April 2002 - January 2006
ON Semiconductor May 1999 - April 2002
Skills
Pega, Pega PRPC, Java, J2EE, JSP, JMS, SOAP, XML, JavaScript, Servlets, HTML, CSS, MSP (Midrange Service..., AJAX, SQL, Agile, Scrum, Pegasystems PRPC, Microsoft SQL Server, DB2, Unix, WebSphere Application..., SOA, Eclipse, Tomcat, Software Development, Hibernate, PL/SQL, Enterprise Architecture, JDBC, Spring, Perl, Struts, Web Applications, Software Project..., JBoss Application Server, J2EE Application..., Oracle, Design Patterns, Web Services, WebSphere MQ, Requirements Analysis, Websphere, Agile Methodologies, Business Process..., SDLC, Java Enterprise Edition, UML, Weblogic, Core Java
Education
De La Salle University 1995 — 1999
Bacherlors Degree, Computer Science
Mimi Huerto (De Leon)'s Charles Schwab Experience July 2007 - December 2008
Job SQA Analyst at Federal Reserve Bank of San Francisco
Industry Information Technology and Services
Experience
Federal Reserve Bank of San Francisco March 2012 - Present
Blackhawk Network September 2010 - May 2011
Wells Fargo May 2009 - September 2010
Charles Schwab July 2007 - December 2008
Modis August 1998 - December 2008
Charles Schwab April 2006 - January 2007
Gap Inc. November 2005 - March 2006
Charles Schwab August 2000 - June 2005
Valley Media 1998 - 1999
Skills
Quality Assurance, Integration, Software Project..., Testing, Troubleshooting, Business Analysis, Test Planning, Test Automation, Requirements Gathering, Management, SDLC, Quality Center, Manual Testing, Scrum, Regression Testing, ETL, Agile Methodologies, HP Quality Center
Education
De La Salle University 2001 — 2001
Master of Business Administration (MBA)
University of the Philippines 1987 — 1991
B.S. Computer Science
Federal Reserve Bank of San Francisco March 2012 - Present
Blackhawk Network September 2010 - May 2011
Wells Fargo May 2009 - September 2010
Charles Schwab July 2007 - December 2008
Modis August 1998 - December 2008
Charles Schwab April 2006 - January 2007
Gap Inc. November 2005 - March 2006
Charles Schwab August 2000 - June 2005
Valley Media 1998 - 1999
Skills
Quality Assurance, Integration, Software Project..., Testing, Troubleshooting, Business Analysis, Test Planning, Test Automation, Requirements Gathering, Management, SDLC, Quality Center, Manual Testing, Scrum, Regression Testing, ETL, Agile Methodologies, HP Quality Center
Education
De La Salle University 2001 — 2001
Master of Business Administration (MBA)
University of the Philippines 1987 — 1991
B.S. Computer Science
Karla Mashmeier's Charles Schwab Experience January 2008 - Present
Job Director and Corporate Counsel at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2008 - Present
O'Neil, Cannon, Hollman, DeJong S.C. November 2003 - June 2007
American Express February 2003 - November 2003
Wells Fargo Retirement Plan Services, Inc. (formerly EMJAY) 2001 - 2003
Wells Fargo 1998 - 2001
Education
Creighton University School of Law
JD
Charles Schwab January 2008 - Present
O'Neil, Cannon, Hollman, DeJong S.C. November 2003 - June 2007
American Express February 2003 - November 2003
Wells Fargo Retirement Plan Services, Inc. (formerly EMJAY) 2001 - 2003
Wells Fargo 1998 - 2001
Education
Creighton University School of Law
JD
Bryan Rayburn's Charles Schwab Experience August 1999 - October 2009
Job Military Police at US Army
Industry Military
Experience
US Army November 2001 - Present
Charles Schwab August 1999 - October 2009
Education
Dallas County Community College 1985 — 1987
US Army November 2001 - Present
Charles Schwab August 1999 - October 2009
Education
Dallas County Community College 1985 — 1987
Stanley Layson's Charles Schwab Experience June 2000 - May 2013
Job at
Industry Financial Services
Experience
Blackstone Technology Group May 2013 - Present
Charles Schwab June 2000 - May 2013
QRS June 1999 - July 2000
PeopleSoft October 1998 - May 1999
Intrepid Systems May 1995 - August 1998
Computer Professionals Inc. 1987 - 1992
Skills
Java Enterprise Edition, XML, Web Services, JSP, Java, Ant, JUnit, Oracle, EJB, AJAX, Servlets, .NET, UML, Linux
Education
De La Salle University 1982 — 1986
Industrial Engineering, Mechanical Engineering
Blackstone Technology Group May 2013 - Present
Charles Schwab June 2000 - May 2013
QRS June 1999 - July 2000
PeopleSoft October 1998 - May 1999
Intrepid Systems May 1995 - August 1998
Computer Professionals Inc. 1987 - 1992
Skills
Java Enterprise Edition, XML, Web Services, JSP, Java, Ant, JUnit, Oracle, EJB, AJAX, Servlets, .NET, UML, Linux
Education
De La Salle University 1982 — 1986
Industrial Engineering, Mechanical Engineering
Akhilesh Agrawal's Charles Schwab Experience December 2005 - October 2008
Job Engagement Director, Fiserv
Industry Information Technology and Services
Experience
Fiserv January 2012 - Present
Wipro Ltd December 2005 - December 2011
Charles Schwab December 2005 - October 2008
Indymac Bank January 2005 - December 2005
Banco de Chile December 2000 - January 2005
Ford Motor Company 1997 - 1999
Skills
Business Development
Education
Indian Insititute of Information technology 1999 — 2000
MBA-IT, Information technology
Delhi College of Engineering 1993 — 1997
B.E., Mechanical
Indian Institute of Management, Ahmedabad
Management Development Program, Supply Chain Mgmt
Fiserv January 2012 - Present
Wipro Ltd December 2005 - December 2011
Charles Schwab December 2005 - October 2008
Indymac Bank January 2005 - December 2005
Banco de Chile December 2000 - January 2005
Ford Motor Company 1997 - 1999
Skills
Business Development
Education
Indian Insititute of Information technology 1999 — 2000
MBA-IT, Information technology
Delhi College of Engineering 1993 — 1997
B.E., Mechanical
Indian Institute of Management, Ahmedabad
Management Development Program, Supply Chain Mgmt
Julie Tsen's Charles Schwab Experience 1991 - 1992
Job Project & Procurement Manager | Retail/Wholesale Business Owner
Industry Financial Services
Experience
U.S. Department of the Treasury December 2013 - Present
Fabless Labs July 2012 - November 2013
Banyan Tree Yarns Ltd February 2006 - July 2010
Hertfordshire County Council April 2007 - July 2009
UBS Investment Bank November 1994 - August 1998
Charles Schwab 1991 - 1992
Skills
Procurement, Customer Relations, Negotiation, Team Leadership, Marketing Strategy, Competitive Analysis, Business Planning, Online Marketing, Contract Management, Marketing Communications, Financial Accounting, Corporate Tax, Import Logistics, Market Analysis, Food Safety, Travel Management, Customer Service, Budgets, Project Planning, Start-ups, Analysis, Cross-functional Team..., Management Consulting, Customer Satisfaction, Operations Management, Project Management, Program Management, Business Strategy, Entrepreneurship, Management, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Business, Management, Marketing, and Related Support Services
UC Berkeley 1986 — 1990
BA, Political Economy
U.S. Department of the Treasury December 2013 - Present
Fabless Labs July 2012 - November 2013
Banyan Tree Yarns Ltd February 2006 - July 2010
Hertfordshire County Council April 2007 - July 2009
UBS Investment Bank November 1994 - August 1998
Charles Schwab 1991 - 1992
Skills
Procurement, Customer Relations, Negotiation, Team Leadership, Marketing Strategy, Competitive Analysis, Business Planning, Online Marketing, Contract Management, Marketing Communications, Financial Accounting, Corporate Tax, Import Logistics, Market Analysis, Food Safety, Travel Management, Customer Service, Budgets, Project Planning, Start-ups, Analysis, Cross-functional Team..., Management Consulting, Customer Satisfaction, Operations Management, Project Management, Program Management, Business Strategy, Entrepreneurship, Management, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Business, Management, Marketing, and Related Support Services
UC Berkeley 1986 — 1990
BA, Political Economy
Allison Kahn's Charles Schwab Experience 2000 - 2006
Job Chief Administrative Officer at Kardol Quality Products
Industry Automotive
Experience
Kardol Quality Products January 2010 - Present
Charles Schwab 2000 - 2006
Schroders September 1998 - April 2000
JP Morgan 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Kardol Quality Products January 2010 - Present
Charles Schwab 2000 - 2006
Schroders September 1998 - April 2000
JP Morgan 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Ryan Utsumi, CFA's Charles Schwab Experience June 2014 - December 2014
Job
Industry Investment Management
Experience
Charles Schwab June 2014 - December 2014
Charles Schwab March 2012 - June 2014
Charles Schwab June 2010 - March 2012
Charles Schwab June 2009 - August 2009
Greenwich Associates July 2001 - July 2008
Education
University of California, San Diego 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Dartmouth College 1997 — 2001
A.B.
Charles Schwab June 2014 - December 2014
Charles Schwab March 2012 - June 2014
Charles Schwab June 2010 - March 2012
Charles Schwab June 2009 - August 2009
Greenwich Associates July 2001 - July 2008
Education
University of California, San Diego 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Dartmouth College 1997 — 2001
A.B.
Timothy Kee's Charles Schwab Experience
Job Senior Financial Planner at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Certified Financial..., Wealth Management
Education
Boston University
MS, Business
Creighton University
BS, Finance
Charles Schwab
Skills
Certified Financial..., Wealth Management
Education
Boston University
MS, Business
Creighton University
BS, Finance
Peter A. Quiñones's Charles Schwab Experience July 2012 - Present
Job Sr. Manager Corporate Oversight at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
NFP Securities Inc. (NFPSI) December 2010 - July 2012
1st Global Capital Corp April 2009 - November 2010
(Formerly) Bear Stearns & Co. Inc. October 2006 - August 2008
(Formerly) Bear Stearns & Co. Inc. March 1997 - October 2006
Skills
Series 4, Series 7, Series 24, Series 63, Securities, Compliance, Licensing, FINRA, Equities, Options, Derivatives, Mutual Funds, Fixed Income, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Social Media...
Education
Fashion Industries HS 1987 — 1991
High School Diploma, Advertising Art
CUNY Bronx Community College 1992 — 1993
Advertising Art
Charles Schwab July 2012 - Present
NFP Securities Inc. (NFPSI) December 2010 - July 2012
1st Global Capital Corp April 2009 - November 2010
(Formerly) Bear Stearns & Co. Inc. October 2006 - August 2008
(Formerly) Bear Stearns & Co. Inc. March 1997 - October 2006
Skills
Series 4, Series 7, Series 24, Series 63, Securities, Compliance, Licensing, FINRA, Equities, Options, Derivatives, Mutual Funds, Fixed Income, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Social Media...
Education
Fashion Industries HS 1987 — 1991
High School Diploma, Advertising Art
CUNY Bronx Community College 1992 — 1993
Advertising Art
Jared Voth's Charles Schwab Experience October 2005 - July 2008
Job Bookkeeper/Consultant at j.c.v. Bookkeeping
Industry Accounting
Experience
j.c.v. Bookkeeping and Consulting June 2011 - Present
Otter Creek Assembly of God April 2009 - Present
U.S. Bancorp Investments, Inc July 2008 - April 2009
Charles Schwab & Co., Inc. November 2005 - July 2008
Charles Schwab October 2005 - July 2008
Education
Dallas Baptist University 2002 — 2004
Bachelors, Business Administration
Dallas Baptist University 2002 — 2004
CFN institute 2000 — 2003
CFNI 2000 — 2002
Christ for the Nations 2000 — 2002
Diploma, Theology
Christ for the Nations 2000 — 2002
Dallas Baptist University
Bachelors, Business Studies Business Administration
j.c.v. Bookkeeping and Consulting June 2011 - Present
Otter Creek Assembly of God April 2009 - Present
U.S. Bancorp Investments, Inc July 2008 - April 2009
Charles Schwab & Co., Inc. November 2005 - July 2008
Charles Schwab October 2005 - July 2008
Education
Dallas Baptist University 2002 — 2004
Bachelors, Business Administration
Dallas Baptist University 2002 — 2004
CFN institute 2000 — 2003
CFNI 2000 — 2002
Christ for the Nations 2000 — 2002
Diploma, Theology
Christ for the Nations 2000 — 2002
Dallas Baptist University
Bachelors, Business Studies Business Administration
Jacob Webb's Charles Schwab Experience October 2010 - September 2011
Job Sr. Human Resources Associate at CoorsTek
Industry Human Resources
Experience
CoorsTek June 2013 - Present
Franklin D. Azar & Associates, P.C. January 2012 - May 2013
Charles Schwab October 2010 - September 2011
Creighton University July 2009 - August 2010
Creighton Universtiy December 2007 - May 2009
Skills
Training, Management, Recruiting, Leadership Development, Employee Relations, Human Resources, Leadership, Organizational..., Onboarding, Talent Acquisition, Performance Management, Interviews, Talent Management, Applicant Tracking..., Coaching, Personnel Management, Employee Benefits, Payroll, Time Management, Deferred Compensation, New Hire Orientations
Education
Creighton University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
J.K. Mullen High School 2001 — 2005
CoorsTek June 2013 - Present
Franklin D. Azar & Associates, P.C. January 2012 - May 2013
Charles Schwab October 2010 - September 2011
Creighton University July 2009 - August 2010
Creighton Universtiy December 2007 - May 2009
Skills
Training, Management, Recruiting, Leadership Development, Employee Relations, Human Resources, Leadership, Organizational..., Onboarding, Talent Acquisition, Performance Management, Interviews, Talent Management, Applicant Tracking..., Coaching, Personnel Management, Employee Benefits, Payroll, Time Management, Deferred Compensation, New Hire Orientations
Education
Creighton University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
J.K. Mullen High School 2001 — 2005
Robbie Fisk, FLMI's Charles Schwab Experience June 2009 - August 2010
Job Business Strategy Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group September 2012 - March 2014
Lincoln Financial Group September 2011 - September 2012
Lincoln Financial Group August 2010 - September 2011
Charles Schwab June 2009 - August 2010
Skills
Process Improvement, Leadership, Strategic Planning, Management, Project Management, Customer Experience, Business Intelligence, Business Continuity..., Team Leadership, Project Planning, Customer Service, Analysis, Time Management, Vendor Management, Business Analysis, Insurance, Call Centers, Business Process...
Education
Cornell University
Certificate in Project Leadership
University of North Carolina at Greensboro 2005 — 2009
Bachelor of Science
Macquarie University 2008 — 2008
Université Jean Moulin (Lyon III) 2007 — 2007
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group September 2012 - March 2014
Lincoln Financial Group September 2011 - September 2012
Lincoln Financial Group August 2010 - September 2011
Charles Schwab June 2009 - August 2010
Skills
Process Improvement, Leadership, Strategic Planning, Management, Project Management, Customer Experience, Business Intelligence, Business Continuity..., Team Leadership, Project Planning, Customer Service, Analysis, Time Management, Vendor Management, Business Analysis, Insurance, Call Centers, Business Process...
Education
Cornell University
Certificate in Project Leadership
University of North Carolina at Greensboro 2005 — 2009
Bachelor of Science
Macquarie University 2008 — 2008
Université Jean Moulin (Lyon III) 2007 — 2007
Heather Lord's Charles Schwab Experience January 2015 - Present
Job Senior Vice President, Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab March 2013 - January 2015
The Boston Consulting Group 2006 - 2013
United Nations / UNICEF 2006 - 2007
City of New York, Office of Mayor Michael Bloomberg 2004 - 2004
Skills
Corporate Development, Management Consulting, Organizational Design, Growth Strategies, Market Entry, Acquisition Integration, Strategic Consulting, Business Strategy, Strategy, Strategic Planning, Segmentation, Private Equity, Due Diligence, Financial Modeling, Business Transformation
Education
Cornell University
BS, Psychology
Yale University
PhD, Psychology / Applied Statistics
Charles Schwab January 2015 - Present
Charles Schwab March 2013 - January 2015
The Boston Consulting Group 2006 - 2013
United Nations / UNICEF 2006 - 2007
City of New York, Office of Mayor Michael Bloomberg 2004 - 2004
Skills
Corporate Development, Management Consulting, Organizational Design, Growth Strategies, Market Entry, Acquisition Integration, Strategic Consulting, Business Strategy, Strategy, Strategic Planning, Segmentation, Private Equity, Due Diligence, Financial Modeling, Business Transformation
Education
Cornell University
BS, Psychology
Yale University
PhD, Psychology / Applied Statistics
Julie King's Charles Schwab Experience February 2003 - February 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Charles Schwab & Company, Inc. February 2004 - November 2006
Charles Schwab February 2003 - February 2004
Charles Schwab May 1999 - January 2003
Household Credit Services October 1995 - April 1999
Aldrich Eastman & Walsh September 1992 - September 1995
Arthur Andersen & Co. Inc. June 1990 - August 1992
Education
University of Hartford 1990 — 1991
MS, Public Accounting
Connecticut College 1986 — 1990
BA, Economics & Government
Charles Schwab & Company, Inc. February 2004 - November 2006
Charles Schwab February 2003 - February 2004
Charles Schwab May 1999 - January 2003
Household Credit Services October 1995 - April 1999
Aldrich Eastman & Walsh September 1992 - September 1995
Arthur Andersen & Co. Inc. June 1990 - August 1992
Education
University of Hartford 1990 — 1991
MS, Public Accounting
Connecticut College 1986 — 1990
BA, Economics & Government
Bruce Horne's Charles Schwab Experience 2003 - 2004
Job Senior Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Bank 2006 - 2014
Wachovia Wealth Management 2004 - 2006
Charles Schwab 2003 - 2004
Wells Fargo Bank 1996 - 2003
Education
The George Washington University - School of Business 1993 — 1994
Master's Degree, Finance
Dartmouth College 1987 — 1991
Bachelor's Degree, Economics
Wells Fargo Advisors January 2014 - Present
Wells Fargo Bank 2006 - 2014
Wachovia Wealth Management 2004 - 2006
Charles Schwab 2003 - 2004
Wells Fargo Bank 1996 - 2003
Education
The George Washington University - School of Business 1993 — 1994
Master's Degree, Finance
Dartmouth College 1987 — 1991
Bachelor's Degree, Economics
Jessica Wiegand's Charles Schwab Experience May 2014 - Present
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Charles Schwab August 2011 - May 2014
The Coca-Cola Company December 2009 - June 2011
Pirate Brands May 2009 - September 2009
Skills
Series 7, Marketing Strategy, Marketing, Management, Investments, Financial Analysis, Competitive Analysis, Account Management, Brand Management
Education
Cornell University
Charles Schwab May 2014 - Present
Charles Schwab August 2011 - May 2014
The Coca-Cola Company December 2009 - June 2011
Pirate Brands May 2009 - September 2009
Skills
Series 7, Marketing Strategy, Marketing, Management, Investments, Financial Analysis, Competitive Analysis, Account Management, Brand Management
Education
Cornell University
Rina Agarwal's Charles Schwab Experience 2009 - Present
Job Senior Registered Representative | Registered Representative, Investor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Charles Schwab 1999 - 2007
Skills
General Securities..., Financial Advisory, Banking, Investment Banking, Series 7, Series 63, Asset Management, Financial Strategy, Strategic Financial..., High Net Worth..., Client Counseling, Key Account Acquisition..., Personal Financial..., Estate Planning
Education
Agra University
Master of Arts (M.A.), Economics
Delhi University
Bachelor of Science (B.S.)
Charles Schwab 2009 - Present
Charles Schwab 1999 - 2007
Skills
General Securities..., Financial Advisory, Banking, Investment Banking, Series 7, Series 63, Asset Management, Financial Strategy, Strategic Financial..., High Net Worth..., Client Counseling, Key Account Acquisition..., Personal Financial..., Estate Planning
Education
Agra University
Master of Arts (M.A.), Economics
Delhi University
Bachelor of Science (B.S.)
Satyadev Sharma's Charles Schwab Experience July 2003 - January 2007
Job Akamai Technologies
Industry Internet
Experience
Akamai Technologies July 2008 - Present
Cisco February 2007 - July 2008
Charles Schwab July 2003 - January 2007
Mphasis 2000 - 2007
Skills
Agile Methodologies, SDLC
Education
Dayalbagh Educational Institute
GPGCD
Akamai Technologies July 2008 - Present
Cisco February 2007 - July 2008
Charles Schwab July 2003 - January 2007
Mphasis 2000 - 2007
Skills
Agile Methodologies, SDLC
Education
Dayalbagh Educational Institute
GPGCD
Clifford Lewis's Charles Schwab Experience December 2006 - March 2007
Job Director of Operations at Reliatech
Industry Information Technology and Services
Experience
Reliatech September 2013 - August 2014
Reliatech January 2010 - August 2014
Hanlees Auto Group July 2007 - October 2008
Charles Schwab December 2006 - March 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Troubleshooting, Computer Hardware, Windows, Computer Repair, Management, Visio, Access, Windows 7, Networking, Project Management, Analysis, Network Administration, Process Improvement, Team Building, Outlook, Laptops, SQL, Computer Maintenance, Linux, Data Analysis, Public Speaking, Social Networking, XP, System Administration, Administrative..., Business Analysis, HTML, Software Documentation, Training, A+ Certified, Teamwork, Technical Support, Inventory Management, PowerPoint, Team Leadership, Software Installation, Operating Systems, Security+, Data Entry, Antivirus, Social Media, Market Research, Leadership, Sales, Program Management
Education
Stride Center 2009 — 2011
Information Technology
Contra Costa College 1998 — 2000
Business Administration and Management, General
Reliatech September 2013 - August 2014
Reliatech January 2010 - August 2014
Hanlees Auto Group July 2007 - October 2008
Charles Schwab December 2006 - March 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Troubleshooting, Computer Hardware, Windows, Computer Repair, Management, Visio, Access, Windows 7, Networking, Project Management, Analysis, Network Administration, Process Improvement, Team Building, Outlook, Laptops, SQL, Computer Maintenance, Linux, Data Analysis, Public Speaking, Social Networking, XP, System Administration, Administrative..., Business Analysis, HTML, Software Documentation, Training, A+ Certified, Teamwork, Technical Support, Inventory Management, PowerPoint, Team Leadership, Software Installation, Operating Systems, Security+, Data Entry, Antivirus, Social Media, Market Research, Leadership, Sales, Program Management
Education
Stride Center 2009 — 2011
Information Technology
Contra Costa College 1998 — 2000
Business Administration and Management, General
Karyn (Catena-Friend) Baker's Charles Schwab Experience January 1999 - January 2000
Job Professional Pet Sitter
Industry Consumer Services
Experience
Karyn's Pet Care - Owner March 2004 - Present
Wigwam Resort August 2014 - January 2015
Charles Schwab January 1999 - January 2000
Oracle January 1998 - January 1999
Apple January 1995 - January 1998
Skills
Budgets, Customer Service, Time Management, Event Planning, Social Media, Microsoft Office, Event Management, Office Management, Microsoft Excel, Expense Reports, Salesforce.com, PowerPoint, Software Documentation, Lightspeed, Galaxy, Pet Sitting, Confidentiality, Notary Public, Sales
Education
De Anza College 1988 — 1990
A.S, Business Management
Lynbrook High 1983 — 1987
Diploma, GED
Karyn's Pet Care - Owner March 2004 - Present
Wigwam Resort August 2014 - January 2015
Charles Schwab January 1999 - January 2000
Oracle January 1998 - January 1999
Apple January 1995 - January 1998
Skills
Budgets, Customer Service, Time Management, Event Planning, Social Media, Microsoft Office, Event Management, Office Management, Microsoft Excel, Expense Reports, Salesforce.com, PowerPoint, Software Documentation, Lightspeed, Galaxy, Pet Sitting, Confidentiality, Notary Public, Sales
Education
De Anza College 1988 — 1990
A.S, Business Management
Lynbrook High 1983 — 1987
Diploma, GED
Christina Lamb Sidell's Charles Schwab Experience November 2005 - April 2009
Job Special Projects ipCapital Group
Industry Management Consulting
Experience
ipCapital Group October 2009 - August 2015
ipCreate October 2013 - December 2014
Charles Schwab November 2005 - April 2009
State Street May 2000 - November 2005
Nova August 1998 - January 1999
Just Resolution 1998 - 1999
Skills
Customer Service, Research, PowerPoint, Event Management, Public Speaking, Logistics, Business Strategy, Event Planning, Negotiation, Office Management, Financial Analysis, Vendor Management, Salesforce.com..., Vendor Relations, Customer Relations, Problem Solving, SugarCRM, Contract Management, Sage CRM, Recruiting, Interviews, Contract Negotiation, Human Resources, Financial Services, Management Consulting
Education
Cornell University 2014 — 2015
Master’s Degree, Human Resources Management/Personnel Administration, General
University of Massachusetts Boston 2000 — 2002
MA, Dispute Resolution
Union College 1994 — 1998
BA, Political Science
Northfield Mount Hermon 1991 — 1994
Cornell University
ipCapital Group October 2009 - August 2015
ipCreate October 2013 - December 2014
Charles Schwab November 2005 - April 2009
State Street May 2000 - November 2005
Nova August 1998 - January 1999
Just Resolution 1998 - 1999
Skills
Customer Service, Research, PowerPoint, Event Management, Public Speaking, Logistics, Business Strategy, Event Planning, Negotiation, Office Management, Financial Analysis, Vendor Management, Salesforce.com..., Vendor Relations, Customer Relations, Problem Solving, SugarCRM, Contract Management, Sage CRM, Recruiting, Interviews, Contract Negotiation, Human Resources, Financial Services, Management Consulting
Education
Cornell University 2014 — 2015
Master’s Degree, Human Resources Management/Personnel Administration, General
University of Massachusetts Boston 2000 — 2002
MA, Dispute Resolution
Union College 1994 — 1998
BA, Political Science
Northfield Mount Hermon 1991 — 1994
Cornell University
Mary Lois Recio's Charles Schwab Experience July 2014 - Present
Job Sr. Analyst, Business Development Support at Charles Schwab
Industry Human Resources
Experience
Charles Schwab July 2014 - Present
Charles Schwab January 2011 - June 2014
Plan Data, Inc. August 1993 - December 1999
Dresser Industries Inc. June 1981 - August 1993
Skills
ERISA, Retirement, Finance, Management, 401k, Retirement Planning, Due Diligence, Securities, Pensions, Benefits Administration, Mutual Funds, Investments, Financial Services, Defined Contribution, Defined Benefit, Financial Advisory
Education
Dallas Baptist University 1989 — 1992
MBA, Finance
Southwest TX State University 1975 — 1978
BS, Education
Charles Schwab July 2014 - Present
Charles Schwab January 2011 - June 2014
Plan Data, Inc. August 1993 - December 1999
Dresser Industries Inc. June 1981 - August 1993
Skills
ERISA, Retirement, Finance, Management, 401k, Retirement Planning, Due Diligence, Securities, Pensions, Benefits Administration, Mutual Funds, Investments, Financial Services, Defined Contribution, Defined Benefit, Financial Advisory
Education
Dallas Baptist University 1989 — 1992
MBA, Finance
Southwest TX State University 1975 — 1978
BS, Education
Drew Woolery's Charles Schwab Experience August 2001 - Present
Job
Industry Financial Services
Experience
Charles Schwab August 2001 - Present
Education
Florida State University 1990 — 1992
Master's Degree, Theatre/Theater
Dartmouth College 1987 — 1990
Bachelor's degree
Charles Schwab August 2001 - Present
Education
Florida State University 1990 — 1992
Master's Degree, Theatre/Theater
Dartmouth College 1987 — 1990
Bachelor's degree
Jay Doshi's Charles Schwab Experience May 2012 - July 2012
Job Data Analyst at American Residential Properties, Inc.
Industry Financial Services
Experience
American Residential Properties, Inc. March 2014 - Present
Arizona Department of Economic Security April 2013 - January 2014
Charles Schwab May 2012 - July 2012
Charles Schwab November 2011 - April 2012
Metcash (ALM Division) February 2009 - May 2010
BIZZ EDUCATION AUSTRALIA (BEA) July 2008 - January 2009
ANZ November 2007 - June 2008
Mydailystore a division on APNA Solutions December 2006 - September 2007
Skills
Banking, Business Analysis, Account Management, Procurement, Business Strategy, Operations Management, Inventory Analysis, Internet Strategy, Microsoft Office 2007, Long-term Customer..., Trend Analysis, Gap Analysis, Statistical Data..., Data Mining, MySQL, Forecasting, Operating Budgets, Financial Reporting, Survey Design, Survey Research, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Maricopa Community Colleges 2013 — 2013
MySQL, Computer Programming
Central Queensland University 2005 — 2007
MBA, Business Management
The Maharaja Sayajirao University of Baroda 1999 — 2003
Bachelor of Commerce (B.Com.), Accounting
American Residential Properties, Inc. March 2014 - Present
Arizona Department of Economic Security April 2013 - January 2014
Charles Schwab May 2012 - July 2012
Charles Schwab November 2011 - April 2012
Metcash (ALM Division) February 2009 - May 2010
BIZZ EDUCATION AUSTRALIA (BEA) July 2008 - January 2009
ANZ November 2007 - June 2008
Mydailystore a division on APNA Solutions December 2006 - September 2007
Skills
Banking, Business Analysis, Account Management, Procurement, Business Strategy, Operations Management, Inventory Analysis, Internet Strategy, Microsoft Office 2007, Long-term Customer..., Trend Analysis, Gap Analysis, Statistical Data..., Data Mining, MySQL, Forecasting, Operating Budgets, Financial Reporting, Survey Design, Survey Research, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Maricopa Community Colleges 2013 — 2013
MySQL, Computer Programming
Central Queensland University 2005 — 2007
MBA, Business Management
The Maharaja Sayajirao University of Baroda 1999 — 2003
Bachelor of Commerce (B.Com.), Accounting
Karen Seaman's Charles Schwab Experience July 1996 - December 2001
Job Assistant General Counsel and Director at MUFG Union Bank, N.A.
Industry Financial Services
Experience
MUFG Union Bank, N.A. January 2014 - Present
Union Bank, NA April 2006 - December 2013
Franklin Templeton Investments January 2005 - April 2005
Charles Schwab July 1996 - December 2001
Skills
Securities, Corporate Governance, Mutual Funds, Due Diligence, Securities Regulation
Education
University of California, Los Angeles - School of Law 1990 — 1993
J.D.
Cornell University 1985 — 1989
B.A., Government
MUFG Union Bank, N.A. January 2014 - Present
Union Bank, NA April 2006 - December 2013
Franklin Templeton Investments January 2005 - April 2005
Charles Schwab July 1996 - December 2001
Skills
Securities, Corporate Governance, Mutual Funds, Due Diligence, Securities Regulation
Education
University of California, Los Angeles - School of Law 1990 — 1993
J.D.
Cornell University 1985 — 1989
B.A., Government
Chris LaTraille's Charles Schwab Experience June 2014 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab March 2011 - June 2014
Charles Schwab November 2007 - February 2011
Charles Schwab July 2003 - November 2007
Charles Schwab July 2002 - July 2003
Charles Schwab January 2000 - July 2002
Wells Fargo Securities April 1999 - January 2000
SAFECO Investment Services, Inc. December 1997 - February 1999
Washington Mutual Bank June 1996 - November 1997
Skills
Investments, Leadership, Project Management, Risk Management, Customer Service, Series 7, Series 4, Series 24, Series 66, Series 9/10, Equities, FINRA, Securities, Compliance Testing, Surveillance
Education
Dakota State University
Bachelor of Business Administration
Charles Schwab June 2014 - Present
Charles Schwab March 2011 - June 2014
Charles Schwab November 2007 - February 2011
Charles Schwab July 2003 - November 2007
Charles Schwab July 2002 - July 2003
Charles Schwab January 2000 - July 2002
Wells Fargo Securities April 1999 - January 2000
SAFECO Investment Services, Inc. December 1997 - February 1999
Washington Mutual Bank June 1996 - November 1997
Skills
Investments, Leadership, Project Management, Risk Management, Customer Service, Series 7, Series 4, Series 24, Series 66, Series 9/10, Equities, FINRA, Securities, Compliance Testing, Surveillance
Education
Dakota State University
Bachelor of Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank