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
Kayon McIntosh Kayon McIntosh's Charles Schwab Experience February 2011 - November 2012
Job Insurance Advisor at Mutual of Omaha
Industry Financial Services
Experience
LegalShield, Independent Associate May 2014 - Present
Mutual of Omaha February 2014 - Present
Charles Schwab February 2011 - November 2012
JPMorgan Chase June 2008 - February 2011
SunTrust Bank December 2005 - June 2008
Nordstroms February 2005 - December 2005
RE/MAX December 2003 - February 2005
US Army September 1998 - December 2003
Education
DeVry University
Bachelors of Science, Business Administration
Uniondale High School
LegalShield, Independent Associate May 2014 - Present
Mutual of Omaha February 2014 - Present
Charles Schwab February 2011 - November 2012
JPMorgan Chase June 2008 - February 2011
SunTrust Bank December 2005 - June 2008
Nordstroms February 2005 - December 2005
RE/MAX December 2003 - February 2005
US Army September 1998 - December 2003
Education
DeVry University
Bachelors of Science, Business Administration
Uniondale High School
Fredrick Mackay Fredrick Mackay's Charles Schwab Experience August 2000 - April 2005
Job Superintendent at Turner Group Construction
Industry Construction
Experience
Turner Group Construction August 2008 - Present
On My Block-Street gear February 2002 - June 2006
Charles Schwab August 2000 - April 2005
Skills
Event Planning, Microsoft Excel, Microsoft Office, Contruction Project..., MCSE 2003, Journeyman Carpenter..., Bookkeeping, Sales Management, Direct Sales, Primavera, Bluebeam, Contruction Management, Primavera P6, RFI, Subcontracting, Contract Negotiation, Project Management, Sales, Budgets, Construction, Change Orders, Construction Management, Strategic Planning
Education
University of New Orleans 1998 — 2000
Computer and Information Systems Security/Information Assurance
Diablo Valley College 1996 — 1998
Associate of Arts (AA), Computer Science
Turner Group Construction August 2008 - Present
On My Block-Street gear February 2002 - June 2006
Charles Schwab August 2000 - April 2005
Skills
Event Planning, Microsoft Excel, Microsoft Office, Contruction Project..., MCSE 2003, Journeyman Carpenter..., Bookkeeping, Sales Management, Direct Sales, Primavera, Bluebeam, Contruction Management, Primavera P6, RFI, Subcontracting, Contract Negotiation, Project Management, Sales, Budgets, Construction, Change Orders, Construction Management, Strategic Planning
Education
University of New Orleans 1998 — 2000
Computer and Information Systems Security/Information Assurance
Diablo Valley College 1996 — 1998
Associate of Arts (AA), Computer Science
Steve Csobaji Steve Csobaji's Charles Schwab Experience June 2013 - September 2014
Job Regional Investment & Retirement Planner at NRECA
Industry Financial Services
Experience
NRECA January 2015 - Present
Charles Schwab June 2013 - September 2014
TIAA-CREF January 2012 - August 2012
NRECA January 2000 - December 2011
PNC 1997 - 1999
M&T Bank 1996 - 1997
T Rowe Price 1991 - 1995
Skills
Retirement, Retirement Planning, Series 63, 401k, Mutual Funds, Investments, Strategic Financial..., Financial Services, Series 7, Series 65, Wealth Management, Series 6, Investment Advisory, Financial Advisory, Pensions, Asset Allocation, FINRA, Investment Strategies, Fixed Annuities, Life Insurance, Defined Benefit, Portfolio Management, Investment Management, Relationship Management, Uniform Combined State..., Asset Management, Financial Planning
Education
Marymount University 2001 — 2003
MS, Management
Denison University 1985 — 1989
BA, English
Georgetown University
Certificate, Financial Planning
NRECA January 2015 - Present
Charles Schwab June 2013 - September 2014
TIAA-CREF January 2012 - August 2012
NRECA January 2000 - December 2011
PNC 1997 - 1999
M&T Bank 1996 - 1997
T Rowe Price 1991 - 1995
Skills
Retirement, Retirement Planning, Series 63, 401k, Mutual Funds, Investments, Strategic Financial..., Financial Services, Series 7, Series 65, Wealth Management, Series 6, Investment Advisory, Financial Advisory, Pensions, Asset Allocation, FINRA, Investment Strategies, Fixed Annuities, Life Insurance, Defined Benefit, Portfolio Management, Investment Management, Relationship Management, Uniform Combined State..., Asset Management, Financial Planning
Education
Marymount University 2001 — 2003
MS, Management
Denison University 1985 — 1989
BA, English
Georgetown University
Certificate, Financial Planning
Kristin Hayes Kristin Hayes's Charles Schwab Experience September 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab May 2012 - Present
Charles Schwab March 2013 - September 2014
Charles Schwab July 2012 - March 2013
Charles Schwab October 2012 - December 2012
Charles Schwab May 2012 - July 2012
Modern Woodmen of America February 2011 - May 2011
DePauw University August 2007 - May 2011
The Posse Foundation 2007 - 2011
Skills
Investments, Series 7, Series 63, Training, Strategy, Public Speaking, Sales, Event Management, Time Management, Financial Services, Teamwork, Options, Trading, Research, Financial Advisory, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service
Education
DePauw University 2007 — 2011
Liberal Arts, Philosophy
St. Ignatius 2003 — 2007
High School Diploma, General Education
Charles Schwab September 2014 - Present
Charles Schwab May 2012 - Present
Charles Schwab March 2013 - September 2014
Charles Schwab July 2012 - March 2013
Charles Schwab October 2012 - December 2012
Charles Schwab May 2012 - July 2012
Modern Woodmen of America February 2011 - May 2011
DePauw University August 2007 - May 2011
The Posse Foundation 2007 - 2011
Skills
Investments, Series 7, Series 63, Training, Strategy, Public Speaking, Sales, Event Management, Time Management, Financial Services, Teamwork, Options, Trading, Research, Financial Advisory, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service
Education
DePauw University 2007 — 2011
Liberal Arts, Philosophy
St. Ignatius 2003 — 2007
High School Diploma, General Education
Chris Begley Chris Begley's Charles Schwab Experience 2011 - 2013
Job Financial Services
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Fazio Fertilizer 2014 - 2014
Charles Schwab 2011 - 2013
Proprietary Day Trader 2001 - 2010
Christner Gravel and Asphalt (family business) 2001 - 2006
251 Sunrise 1998 - 2000
Euro-Spreads and Associates 1996 - 1998
Standard Chartered Securities 1993 - 1996
Bara Finance and Securities 1992 - 1993
Skills
Leadership, Global Business..., Financial Management..., Strategic Financial..., Competitive Analysis, Financial Analysis, Due Diligence, Entrepreneurship, Start-up Consulting, Sales, Investments, Trading, Strategy, Equities, Derivatives, Options, Finance, Securities, Management, Financial Planning, Strategic Planning, Team Building
Education
Indiana University South Bend
Master of Business Administration (M.B.A.), Finance
DePauw University
Bachelor's Degree, English Literature
Culver Military Academy
High School
Merrill Edge September 2014 - Present
Fazio Fertilizer 2014 - 2014
Charles Schwab 2011 - 2013
Proprietary Day Trader 2001 - 2010
Christner Gravel and Asphalt (family business) 2001 - 2006
251 Sunrise 1998 - 2000
Euro-Spreads and Associates 1996 - 1998
Standard Chartered Securities 1993 - 1996
Bara Finance and Securities 1992 - 1993
Skills
Leadership, Global Business..., Financial Management..., Strategic Financial..., Competitive Analysis, Financial Analysis, Due Diligence, Entrepreneurship, Start-up Consulting, Sales, Investments, Trading, Strategy, Equities, Derivatives, Options, Finance, Securities, Management, Financial Planning, Strategic Planning, Team Building
Education
Indiana University South Bend
Master of Business Administration (M.B.A.), Finance
DePauw University
Bachelor's Degree, English Literature
Culver Military Academy
High School
Megan Morseth Megan Morseth's Charles Schwab Experience October 2015 - Present
Job at
Industry Financial Services
Experience
Charles Schwab October 2015 - Present
Edward Jones March 2014 - Present
Union Savings Bank 2013 - 2014
LA Fitness August 2012 - 2014
Carmel Total Fitness/Eclipse May 2009 - May 2011
Worthington Hills Country Club October 2006 - May 2007
Executive Office Place September 2004 - April 2006
Liberty County Development Authority March 2002 - April 2004
Skills
SPIN, ACE Certified Personal...
Education
Denison University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Cranbrook Schools 1991 — 1995
Charles Schwab October 2015 - Present
Edward Jones March 2014 - Present
Union Savings Bank 2013 - 2014
LA Fitness August 2012 - 2014
Carmel Total Fitness/Eclipse May 2009 - May 2011
Worthington Hills Country Club October 2006 - May 2007
Executive Office Place September 2004 - April 2006
Liberty County Development Authority March 2002 - April 2004
Skills
SPIN, ACE Certified Personal...
Education
Denison University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Cranbrook Schools 1991 — 1995
Jill Robertson McNay Jill Robertson McNay's Charles Schwab Experience 1997 - 2000
Job A marketing professional with financial services, consumer products, and nonprofit experience
Industry Marketing and Advertising
Experience
DePauw University 2009 - Present
(self-employed) 2005 - Present
One Warm Coat 2001 - 2011
Schwab Institutional 2003 - 2005
myCFO 2000 - 2002
Charles Schwab 1997 - 2000
Pickett Advertising 1994 - 1997
Nestle 1990 - 1993
Skills
Strategy, Marketing, Direct Marketing, Start-ups, Leadership, Brand Management, Advertising, Marketing Communications, Marketing Strategy, Integrated Marketing, Strategic Partnerships, Product Marketing, Digital Marketing, Strategic Planning
Education
Indiana University - Kelley School of Business 1986 — 1988
MBA
DePauw University 1982 — 1986
BA
DePauw University 2009 - Present
(self-employed) 2005 - Present
One Warm Coat 2001 - 2011
Schwab Institutional 2003 - 2005
myCFO 2000 - 2002
Charles Schwab 1997 - 2000
Pickett Advertising 1994 - 1997
Nestle 1990 - 1993
Skills
Strategy, Marketing, Direct Marketing, Start-ups, Leadership, Brand Management, Advertising, Marketing Communications, Marketing Strategy, Integrated Marketing, Strategic Partnerships, Product Marketing, Digital Marketing, Strategic Planning
Education
Indiana University - Kelley School of Business 1986 — 1988
MBA
DePauw University 1982 — 1986
BA
Gordon Cumming Gordon Cumming's Charles Schwab Experience September 2001 - December 2002
Job Owner at Retired
Industry Financial Services
Experience
Retired September 2014 - Present
Wells Fargo Bank July 2005 - September 2014
LaSala Enterprises 2012 - 2013
Wells Fargo Bank July 2003 - July 2005
Charles Schwab September 2001 - December 2002
SBC March 2000 - March 2001
Kaiser Foundation Health Plan November 1994 - December 2000
Safeway August 1991 - July 1994
The Harper Group March 1990 - June 1991
Relational Technologies April 1989 - February 1990
Skills
SAS, Unix, SQL, Mainframe, Programming, Analysis, z/OS, DB2, Testing, Databases, JCL, Linux, Excel, ETL, Data Warehousing, Operating Systems, IBM Mainframe, Banking, Disaster Recovery, Software Development, Requirements Analysis, MVS, Data Analysis, Process Analysis, Systems Analysis, Systems Programming, Assembler, Fortran, COBOL, Syncsort, IBM 3270, 37xx, Microsoft Office, MS Project, CVS, Security, Connect Direct, JES2, Data Marts, Data Warehouse..., Warehouse Management, Metadata Management, Information Security..., Project Planning, Software Project..., Storage Architecture, Storage Management, SAS programming, Microsoft Excel, SQL Tuning
Education
Diablo Valley College 1985 — 1987
none, Data Processing
Samuel Merritt University 1975 — 1978
none, Data Processing
Retired September 2014 - Present
Wells Fargo Bank July 2005 - September 2014
LaSala Enterprises 2012 - 2013
Wells Fargo Bank July 2003 - July 2005
Charles Schwab September 2001 - December 2002
SBC March 2000 - March 2001
Kaiser Foundation Health Plan November 1994 - December 2000
Safeway August 1991 - July 1994
The Harper Group March 1990 - June 1991
Relational Technologies April 1989 - February 1990
Skills
SAS, Unix, SQL, Mainframe, Programming, Analysis, z/OS, DB2, Testing, Databases, JCL, Linux, Excel, ETL, Data Warehousing, Operating Systems, IBM Mainframe, Banking, Disaster Recovery, Software Development, Requirements Analysis, MVS, Data Analysis, Process Analysis, Systems Analysis, Systems Programming, Assembler, Fortran, COBOL, Syncsort, IBM 3270, 37xx, Microsoft Office, MS Project, CVS, Security, Connect Direct, JES2, Data Marts, Data Warehouse..., Warehouse Management, Metadata Management, Information Security..., Project Planning, Software Project..., Storage Architecture, Storage Management, SAS programming, Microsoft Excel, SQL Tuning
Education
Diablo Valley College 1985 — 1987
none, Data Processing
Samuel Merritt University 1975 — 1978
none, Data Processing
Michael Charley Michael Charley's Charles Schwab Experience 1996 - 2009
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Charles Schwab 1996 - 2009
Skills
Investments, Series 7, Series 63, Mutual Funds, Securities, Financial Services
Education
DeVry Institute of Technology 1990 — 1993
Bachelor of Science (B.S.), Business Operations
Merrill Edge January 2014 - Present
Charles Schwab 1996 - 2009
Skills
Investments, Series 7, Series 63, Mutual Funds, Securities, Financial Services
Education
DeVry Institute of Technology 1990 — 1993
Bachelor of Science (B.S.), Business Operations
Walt Bettinger's Charles Schwab Experience 2008 - Present
Job President & CEO at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2008 - Present
Charles Schwab 2008 - Present
Charles Schwab 2007 - 2008
Charles Schwab 2005 - 2007
Charles Schwab 2004 - 2005
Charles Schwab 1995 - 2004
Hampton Pension Services, Inc. / The Hampton Company 1983 - 1995
Westfield Group of Companies 1982 - 1983
Skills
Alternative Investments, Business Strategy, Competitive Analysis, Consulting, Financial Services, Fundraising, Investment Banking, Leadership, Management, Mutual Funds, Pensions, Portfolio Management, Retirement, Retirement Planning, Security, Series 7, Start-ups, Strategic Financial..., Strategy, Wealth Management, Asset Allocation, Asset Management, Asset Managment, Banking, Employee Benefits, Equities, Finance, Financial Analysis, Investment Advisory, Investments, Process Improvement, Securities
Education
Harvard Business School 2000 — 2000
Executive Education, General Management Program
Ohio University 1981 — 1982
BBA, Finance
Delta State University 1979 — 1981
Finance
Charles Schwab 2008 - Present
Charles Schwab 2008 - Present
Charles Schwab 2007 - 2008
Charles Schwab 2005 - 2007
Charles Schwab 2004 - 2005
Charles Schwab 1995 - 2004
Hampton Pension Services, Inc. / The Hampton Company 1983 - 1995
Westfield Group of Companies 1982 - 1983
Skills
Alternative Investments, Business Strategy, Competitive Analysis, Consulting, Financial Services, Fundraising, Investment Banking, Leadership, Management, Mutual Funds, Pensions, Portfolio Management, Retirement, Retirement Planning, Security, Series 7, Start-ups, Strategic Financial..., Strategy, Wealth Management, Asset Allocation, Asset Management, Asset Managment, Banking, Employee Benefits, Equities, Finance, Financial Analysis, Investment Advisory, Investments, Process Improvement, Securities
Education
Harvard Business School 2000 — 2000
Executive Education, General Management Program
Ohio University 1981 — 1982
BBA, Finance
Delta State University 1979 — 1981
Finance
Peter Hodgman Peter Hodgman's Charles Schwab Experience December 2014 - Present
Job Vice President – Financial Consultant at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab December 2014 - Present
FTN Financial January 2012 - September 2013
Bank of America Merrill Lynch March 2008 - September 2011
Merrill Lynch January 2005 - March 2008
Merrill Lynch January 2001 - January 2005
Merrill Lynch December 1998 - January 2001
Merrill Lynch February 1997 - August 1998
Metropolitan Life Insurance Company June 1996 - December 1996
Education
Denison University 1992 — 1996
Bachelor's Degree, English Language and Literature, General
Charles Schwab December 2014 - Present
FTN Financial January 2012 - September 2013
Bank of America Merrill Lynch March 2008 - September 2011
Merrill Lynch January 2005 - March 2008
Merrill Lynch January 2001 - January 2005
Merrill Lynch December 1998 - January 2001
Merrill Lynch February 1997 - August 1998
Metropolitan Life Insurance Company June 1996 - December 1996
Education
Denison University 1992 — 1996
Bachelor's Degree, English Language and Literature, General
Steve Leonhardt's Charles Schwab Experience June 2009 - March 2013
Job Outlook Funds Trust 3D Printing and Technology Fund
Industry Financial Services
Experience
Outlook Funds Trust January 2014 - Present
Charles Schwab June 2009 - March 2013
Wells Fargo May 2007 - June 2009
TIAA-CREF September 2005 - May 2007
SunGard May 2002 - December 2004
Driehaus Capital Management LLC May 2000 - April 2002
Nuveen Investments September 1987 - April 2000
Skills
Series 63, Series 24, Asset Managment, Uniform Combined State..., Investments, Portfolio Management, Wealth Management, Alternative Investments, Hedge Funds, Securities, Financial Services, Strategic Financial..., Executive Management, Valuation, Accounting, Investment Management, Fund Administration, Equities, Fund Accounting, Asset Management, Financial Reporting, Financial Risk, Fixed Income
Education
DePaul University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
DePaul University
Bachelor of Science (BS), Accounting
Outlook Funds Trust January 2014 - Present
Charles Schwab June 2009 - March 2013
Wells Fargo May 2007 - June 2009
TIAA-CREF September 2005 - May 2007
SunGard May 2002 - December 2004
Driehaus Capital Management LLC May 2000 - April 2002
Nuveen Investments September 1987 - April 2000
Skills
Series 63, Series 24, Asset Managment, Uniform Combined State..., Investments, Portfolio Management, Wealth Management, Alternative Investments, Hedge Funds, Securities, Financial Services, Strategic Financial..., Executive Management, Valuation, Accounting, Investment Management, Fund Administration, Equities, Fund Accounting, Asset Management, Financial Reporting, Financial Risk, Fixed Income
Education
DePaul University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
DePaul University
Bachelor of Science (BS), Accounting
Kari Franz, MBA Kari Franz, MBA's Charles Schwab Experience January 2014 - Present
Job Senior Marketing Manager at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab January 2014 - Present
Brigid Marketing Solutions April 2012 - December 2013
Russell Investments - ETFs Division April 2011 - March 2012
Good Shepherd Lutheran School April 2008 - January 2011
Brigid Marketing Solutions 2001 - April 2008
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Charles Schwab 1995 - 1997
DHL Worldwide Express 1994 - 1995
Discover Financial Services 1992 - 1993
Skills
Integrated Marketing, Direct Marketing, Email Marketing, Lead Generation, Marketing, Strategy, Management, Direct Mail, Marketing Communications, Marketing Strategy, Product Management, Vendor Management, Salesforce.com, Market Planning, Customer Acquisition, B2B Marketing, Business Development, Cross-functional Team..., Advertising, Segmentation, Event Planning, Marketing Management, Customer Retention, Market Research, SEM, Marketing Research, Brand Communication, Social Marketing, Account Acquisition, Event Management, Product Launches, Relationship Marketing, Campaign Management, ETFs, Lettershop Management, Creative Agency..., Product Marketing, Multi-channel Marketing, Database Marketing, Social Media Marketing, Media Relations, Department Budgeting, Staff Supervision, SEO
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1993
MBA, International Business
Northern Illinois University 1984 — 1988
BS, Marketing
Charles Schwab January 2014 - Present
Brigid Marketing Solutions April 2012 - December 2013
Russell Investments - ETFs Division April 2011 - March 2012
Good Shepherd Lutheran School April 2008 - January 2011
Brigid Marketing Solutions 2001 - April 2008
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Charles Schwab 1995 - 1997
DHL Worldwide Express 1994 - 1995
Discover Financial Services 1992 - 1993
Skills
Integrated Marketing, Direct Marketing, Email Marketing, Lead Generation, Marketing, Strategy, Management, Direct Mail, Marketing Communications, Marketing Strategy, Product Management, Vendor Management, Salesforce.com, Market Planning, Customer Acquisition, B2B Marketing, Business Development, Cross-functional Team..., Advertising, Segmentation, Event Planning, Marketing Management, Customer Retention, Market Research, SEM, Marketing Research, Brand Communication, Social Marketing, Account Acquisition, Event Management, Product Launches, Relationship Marketing, Campaign Management, ETFs, Lettershop Management, Creative Agency..., Product Marketing, Multi-channel Marketing, Database Marketing, Social Media Marketing, Media Relations, Department Budgeting, Staff Supervision, SEO
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1993
MBA, International Business
Northern Illinois University 1984 — 1988
BS, Marketing
Sarah Kloppenburg Sarah Kloppenburg's Charles Schwab Experience July 2013 - February 2014
Job Associate Financial Advisor within Tanner Wealth Management at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation February 2014 - Present
Charles Schwab July 2013 - February 2014
Edward Jones May 2010 - September 2010
Skills
Financial Services, Customer Service
Education
DePauw University 2009 — 2013
BA, English Writing
Ladue Horton Watkins High School 2005 — 2009
High School Diploma
City Securities Corporation February 2014 - Present
Charles Schwab July 2013 - February 2014
Edward Jones May 2010 - September 2010
Skills
Financial Services, Customer Service
Education
DePauw University 2009 — 2013
BA, English Writing
Ladue Horton Watkins High School 2005 — 2009
High School Diploma
Svetlana Vasilenko's Charles Schwab Experience November 2014 - Present
Job Registered Representative at Charles Schwab
Industry Market Research
Experience
Charles Schwab November 2014 - Present
Greater Los Angeles Food Bank January 2014 - Present
JPMorgan Chase, West Hollywood, CA December 2013 - July 2014
Citibank, West Hollywood, CA July 2012 - December 2013
Skills
Strategic Planning, Marketing Research, SAS, Market Research, Business Strategy, Competitive Analysis, Data Mining, Research, Data Analysis, Marketing Strategy, Market Analysis, Microsoft Excel, SPSS, Analysis, Project Management, Marketing, Segmentation, PowerPoint, Management, Finance, Financial Analysis, Sales
Education
DePaul University 2007 — 2009
Bachelors, Accounting/Marketing
Charles Schwab November 2014 - Present
Greater Los Angeles Food Bank January 2014 - Present
JPMorgan Chase, West Hollywood, CA December 2013 - July 2014
Citibank, West Hollywood, CA July 2012 - December 2013
Skills
Strategic Planning, Marketing Research, SAS, Market Research, Business Strategy, Competitive Analysis, Data Mining, Research, Data Analysis, Marketing Strategy, Market Analysis, Microsoft Excel, SPSS, Analysis, Project Management, Marketing, Segmentation, PowerPoint, Management, Finance, Financial Analysis, Sales
Education
DePaul University 2007 — 2009
Bachelors, Accounting/Marketing
Michelle Ottoboni's Charles Schwab Experience 1990 - 2001
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Capital Markets
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
OneAmerica July 2013 - April 2014
Ameriprise Financial Services, Inc. October 2012 - June 2013
Muir Orthopaedic Specialist July 2004 - November 2006
Pain & Rehabilitative Consultants Medical Group June 2004 - July 2005
Charles Schwab 1990 - 2001
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Salesforce.com, Research, Banking, Equities, Customer Service
Education
Diablo Valley College 2007 — 2009
Silicon Valley College 2002 — 2003
Certificate, Medical Coding
Presentation HighSchool 1975 — 1979
Ameriprise Financial Services, Inc. April 2015 - Present
OneAmerica July 2013 - April 2014
Ameriprise Financial Services, Inc. October 2012 - June 2013
Muir Orthopaedic Specialist July 2004 - November 2006
Pain & Rehabilitative Consultants Medical Group June 2004 - July 2005
Charles Schwab 1990 - 2001
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Salesforce.com, Research, Banking, Equities, Customer Service
Education
Diablo Valley College 2007 — 2009
Silicon Valley College 2002 — 2003
Certificate, Medical Coding
Presentation HighSchool 1975 — 1979
Josh Austin Josh Austin's Charles Schwab Experience March 2015 - Present
Job Application Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab March 2015 - Present
Mobile Minds LLC July 2012 - Present
Randstad Technologies US October 2014 - March 2015
Boxer, Inc. April 2014 - September 2014
University of Montana October 2011 - November 2013
University of Montana May 2010 - November 2011
Apple Inc. August 2010 - October 2011
Skills
Computer Hardware, Computer Science, Application Development, Java, C++, Programming, User Interface Design, Mobile Applications, Mac OS X, Mac OS, iPhone, Windows, Operating Systems, PHP, MySQL, Troubleshooting, OS X, iOS development, Android Development, Database Design, Objective-C, iOS, Software Design, Object Oriented Design, Git, Software Engineering, Certified Scrum Master..., Network Administration, Web Development, Mobile Devices, Python, Github, Google App Engine, Arduino, Software Development, iOS Development
Education
The University of Montana 2010 — 2014
Computer Science
DeVry University 2009 — 2010
Electronic Engineering
Charles Schwab March 2015 - Present
Mobile Minds LLC July 2012 - Present
Randstad Technologies US October 2014 - March 2015
Boxer, Inc. April 2014 - September 2014
University of Montana October 2011 - November 2013
University of Montana May 2010 - November 2011
Apple Inc. August 2010 - October 2011
Skills
Computer Hardware, Computer Science, Application Development, Java, C++, Programming, User Interface Design, Mobile Applications, Mac OS X, Mac OS, iPhone, Windows, Operating Systems, PHP, MySQL, Troubleshooting, OS X, iOS development, Android Development, Database Design, Objective-C, iOS, Software Design, Object Oriented Design, Git, Software Engineering, Certified Scrum Master..., Network Administration, Web Development, Mobile Devices, Python, Github, Google App Engine, Arduino, Software Development, iOS Development
Education
The University of Montana 2010 — 2014
Computer Science
DeVry University 2009 — 2010
Electronic Engineering
Pauline Polly Tracy's Charles Schwab Experience 1997 - 2002
Job Vice President, Implementation Advisor, Client Fulfillment Commercial & Business Banking at Bank of America
Industry Financial Services
Experience
Bank of America January 2014 - Present
Bank of America January 2011 - Present
Bank of America June 2008 - January 2011
Bank of America July 2003 - May 2008
Charles Schwab 1997 - 2002
Blue Shield of California 1991 - 1997
CIGNA 1988 - 1991
Skills
Banking, Financial Services, Commercial Banking, Series 7, Mortgage Lending, Loans, Relationship Management, Windows, Microsoft Office, Email, Microsoft Word, Microsoft Excel, PowerPoint, Internet, dbase, SharePoint, Wang, Oral & Written..., High Organizational..., Project Management, Typing, Travel Arrangements, HIPAA, Outstanding time..., Marketing Communications, Creation Of Training..., Business Resumption..., Disaster Recovery, Reporting & Analysis, Bonus Programs, Executive Level..., Retail Banking
Education
Diablo Valley College 1995 — 1998
General Ed
Heald College 1986 — 1988
Associate's degree, Administrative Assistant and Secretarial Science, General
Lebanon Union High School 1982 — 1986
Bank of America January 2014 - Present
Bank of America January 2011 - Present
Bank of America June 2008 - January 2011
Bank of America July 2003 - May 2008
Charles Schwab 1997 - 2002
Blue Shield of California 1991 - 1997
CIGNA 1988 - 1991
Skills
Banking, Financial Services, Commercial Banking, Series 7, Mortgage Lending, Loans, Relationship Management, Windows, Microsoft Office, Email, Microsoft Word, Microsoft Excel, PowerPoint, Internet, dbase, SharePoint, Wang, Oral & Written..., High Organizational..., Project Management, Typing, Travel Arrangements, HIPAA, Outstanding time..., Marketing Communications, Creation Of Training..., Business Resumption..., Disaster Recovery, Reporting & Analysis, Bonus Programs, Executive Level..., Retail Banking
Education
Diablo Valley College 1995 — 1998
General Ed
Heald College 1986 — 1988
Associate's degree, Administrative Assistant and Secretarial Science, General
Lebanon Union High School 1982 — 1986
Chuck Hann Chuck Hann's Charles Schwab Experience June 2006 - April 2011
Job Happy to help you.
Industry Information Technology and Services
Experience
Vanguard July 2015 - Present
Nectarios Design LLC 2005 - Present
Randstad USA February 2015 - June 2015
Asurion April 2014 - February 2015
Bank of America / Merrill Lynch February 2012 - November 2013
Pionear Recruiting December 2011 - February 2012
Spherion October 2011 - December 2011
Randstad July 2011 - October 2011
Charles Schwab June 2006 - April 2011
Alfa Proiect SRL - Iasi , Romania June 2005 - January 2006
Skills
Training, Microsoft Office, Facebook, PowerPoint, Customer Service, Web Design, Microsoft Word, Photoshop, SQL, MS Project, Linux, Brand Loyalty, Customer Satisfaction, Outlook, WordPress, Leadership, Dreamweaver, Flash, Adobe Creative Suite, Humanitarian Assistance, Joomla, Networking, Public Speaking, Budgets, Visual Basic, System Administration, Time Management, Strategic Planning, Call Centers, Visio, Windows, Editing, Blogging, Sales, Adobe Acrobat, Social Networking, SharePoint, MS Word, MS Excel, MS Powerpoint, Team Leadership, Team Building, Team Management, HTML 5, MS Access, Project Management, SEO, Management, Data Entry, Social Media
Education
DeVry University 2002 — 2012
CIS
Trevor G Browne 1983 — 1987
High School, General
Trevor G Browne 1983 — 1987
High School Diploma, Business/Commerce, General
Rio Salado College
Vanguard July 2015 - Present
Nectarios Design LLC 2005 - Present
Randstad USA February 2015 - June 2015
Asurion April 2014 - February 2015
Bank of America / Merrill Lynch February 2012 - November 2013
Pionear Recruiting December 2011 - February 2012
Spherion October 2011 - December 2011
Randstad July 2011 - October 2011
Charles Schwab June 2006 - April 2011
Alfa Proiect SRL - Iasi , Romania June 2005 - January 2006
Skills
Training, Microsoft Office, Facebook, PowerPoint, Customer Service, Web Design, Microsoft Word, Photoshop, SQL, MS Project, Linux, Brand Loyalty, Customer Satisfaction, Outlook, WordPress, Leadership, Dreamweaver, Flash, Adobe Creative Suite, Humanitarian Assistance, Joomla, Networking, Public Speaking, Budgets, Visual Basic, System Administration, Time Management, Strategic Planning, Call Centers, Visio, Windows, Editing, Blogging, Sales, Adobe Acrobat, Social Networking, SharePoint, MS Word, MS Excel, MS Powerpoint, Team Leadership, Team Building, Team Management, HTML 5, MS Access, Project Management, SEO, Management, Data Entry, Social Media
Education
DeVry University 2002 — 2012
CIS
Trevor G Browne 1983 — 1987
High School, General
Trevor G Browne 1983 — 1987
High School Diploma, Business/Commerce, General
Rio Salado College
Rupali Bhave's Charles Schwab Experience January 2006 - May 2012
Job Project Manager at Wipro Technologies
Industry Information Technology and Services
Experience
Wipro October 2013 - Present
Charles Schwab January 2006 - May 2012
Wipro Technologies October 2005 - December 2006
Envestnet Asset Management January 2005 - October 2005
Skills
Microsoft Office..., Windows Sharepoint..., Agile Methodologies, Java Enterprise Edition, VSS, Requirements Analysis, Core Java, SharePoint, Troubleshooting, Customer Support, WCF, Microsoft SQL Server, Web Services, Project Management, Business Analysis, Resource Management, Project Estimation, Technical Analysis, Customer Engagement, SharePoint Server, SDLC, C#, Software Project...
Education
Devi Ahilya Vishwavidyalaya 2000 — 2002
Masters, Computers
Wipro October 2013 - Present
Charles Schwab January 2006 - May 2012
Wipro Technologies October 2005 - December 2006
Envestnet Asset Management January 2005 - October 2005
Skills
Microsoft Office..., Windows Sharepoint..., Agile Methodologies, Java Enterprise Edition, VSS, Requirements Analysis, Core Java, SharePoint, Troubleshooting, Customer Support, WCF, Microsoft SQL Server, Web Services, Project Management, Business Analysis, Resource Management, Project Estimation, Technical Analysis, Customer Engagement, SharePoint Server, SDLC, C#, Software Project...
Education
Devi Ahilya Vishwavidyalaya 2000 — 2002
Masters, Computers
Michele Zoerb Michele Zoerb's Charles Schwab Experience 2002 - 2004
Job Sr. Manager, Security and Risk Consulting
Industry Computer & Network Security
Experience
SecureWorks September 2012 - Present
Targa Solutions January 2012 - September 2012
The 41st Parameter June 2009 - December 2011
Targa, LLC January 2004 - June 2009
Charles Schwab 2002 - 2004
Targa, Inc. 2000 - 2002
Complete Business Solutions, Inc 1995 - 2000
Stratesys 1993 - 1995
LINC Scientific Leasing 1991 - 1993
Realtors National Marketing Institute 1987 - 1991
Skills
PCI DSS, Security, Identity Management, Privacy, Business Continuity, Network Security, Compliance, Governance, CISSP, Disaster Recovery, Program Management, Information Security..., CISM, PMP, CRISC, HIPAA, GLBA, FFIEC, ISO 27001, Information Technology, IT Strategy, Risk Assessment, Integration, Privacy Law
Education
DePaul University
Bachelor's degree, e-Business
EWF Conference
SecureWorks September 2012 - Present
Targa Solutions January 2012 - September 2012
The 41st Parameter June 2009 - December 2011
Targa, LLC January 2004 - June 2009
Charles Schwab 2002 - 2004
Targa, Inc. 2000 - 2002
Complete Business Solutions, Inc 1995 - 2000
Stratesys 1993 - 1995
LINC Scientific Leasing 1991 - 1993
Realtors National Marketing Institute 1987 - 1991
Skills
PCI DSS, Security, Identity Management, Privacy, Business Continuity, Network Security, Compliance, Governance, CISSP, Disaster Recovery, Program Management, Information Security..., CISM, PMP, CRISC, HIPAA, GLBA, FFIEC, ISO 27001, Information Technology, IT Strategy, Risk Assessment, Integration, Privacy Law
Education
DePaul University
Bachelor's degree, e-Business
EWF Conference
Joseph Jody Contorno Joseph Jody Contorno's Charles Schwab Experience May 2007 - April 2010
Job President at Contorno Capital Management
Industry Financial Services
Experience
Contorno Capital Management April 2010 - Present
Charles Schwab May 2007 - April 2010
Morgan Stanley April 2001 - May 2007
Willowbrook High School 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Financial Planning, Strategic Financial..., Series 7, Finance, Asset Allocation, Investments, Financial Advisory, Retirement, Mutual Funds, Securities, Series 63, FINRA
Education
University of Notre Dame 1998 — 1998
Peace Studies and Conflict Resolution
DePaul University 1992 — 1995
Masters, Secondary Education and Teaching
University of Illinois at Chicago 1988 — 1990
English Language and Literature, General
Contorno Capital Management April 2010 - Present
Charles Schwab May 2007 - April 2010
Morgan Stanley April 2001 - May 2007
Willowbrook High School 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Financial Planning, Strategic Financial..., Series 7, Finance, Asset Allocation, Investments, Financial Advisory, Retirement, Mutual Funds, Securities, Series 63, FINRA
Education
University of Notre Dame 1998 — 1998
Peace Studies and Conflict Resolution
DePaul University 1992 — 1995
Masters, Secondary Education and Teaching
University of Illinois at Chicago 1988 — 1990
English Language and Literature, General
Michael Deoliveira Michael Deoliveira's Charles Schwab Experience June 2015 - Present
Job Associate Financial Service Professional at Charles Schwab
Industry
Experience
Charles Schwab June 2015 - Present
American Media July 2014 - August 2014
Course Hero, Inc. February 2014 - June 2014
REACH Prep June 2012 - August 2012
Skills
Spanish, Teamwork, Microsoft Excel, Emerging Markets, Social Media, Time Management, Sales, Trading, Microsoft Word, Microsoft Office, Economics, Portuguese
Education
DePauw University 2012 — 2015
Bachelor's degree, Majors: Economics and Spanish
Loyola College in Maryland 2011 — 2012
International Business
Mamaroncek High School
Charles Schwab June 2015 - Present
American Media July 2014 - August 2014
Course Hero, Inc. February 2014 - June 2014
REACH Prep June 2012 - August 2012
Skills
Spanish, Teamwork, Microsoft Excel, Emerging Markets, Social Media, Time Management, Sales, Trading, Microsoft Word, Microsoft Office, Economics, Portuguese
Education
DePauw University 2012 — 2015
Bachelor's degree, Majors: Economics and Spanish
Loyola College in Maryland 2011 — 2012
International Business
Mamaroncek High School
Jim Jameson Jim Jameson's Charles Schwab Experience September 2015 - Present
Job Technical Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab April 2000 - Present
Salt River Project 1999 - 2000
American Express 1998 - 1999
AT&T 1996 - 1998
AT&T 1990 - 1996
AT&T 1988 - 1990
Skills
Business Analysis, Business Requirements, Requirements Gathering, Financial Services, User Acceptance Testing, Requirements Analysis, Risk Management, Strategic Financial..., Business Process..., SDLC, Data Center, Enterprise Architecture, Project Portfolio..., Visio, IT Strategy, IT Management, Process Improvement
Education
University of Phoenix 1997 — 1999
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
DeVry University Phoenix 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Charles Schwab September 2015 - Present
Charles Schwab April 2000 - Present
Salt River Project 1999 - 2000
American Express 1998 - 1999
AT&T 1996 - 1998
AT&T 1990 - 1996
AT&T 1988 - 1990
Skills
Business Analysis, Business Requirements, Requirements Gathering, Financial Services, User Acceptance Testing, Requirements Analysis, Risk Management, Strategic Financial..., Business Process..., SDLC, Data Center, Enterprise Architecture, Project Portfolio..., Visio, IT Strategy, IT Management, Process Improvement
Education
University of Phoenix 1997 — 1999
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
DeVry University Phoenix 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Toby Kendall Toby Kendall's Charles Schwab Experience February 2013 - Present
Job Senior Staff Mobile Application Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab February 2013 - Present
Magenic Technologies May 2010 - February 2013
Planet Beach September 1998 - March 2010
Interactive Designs Inc September 1994 - September 1998
SoftNet January 1993 - January 1994
Peachtree Publishers LTD January 1992 - January 1993
Education
DeVry University 1992 — 1996
Charles Schwab February 2013 - Present
Magenic Technologies May 2010 - February 2013
Planet Beach September 1998 - March 2010
Interactive Designs Inc September 1994 - September 1998
SoftNet January 1993 - January 1994
Peachtree Publishers LTD January 1992 - January 1993
Education
DeVry University 1992 — 1996
Stephen Temmer Stephen Temmer's Charles Schwab Experience June 1998 - July 2006
Job Wealth Management Advisor
Industry Investment Management
Experience
Fifth Third Bancorp, Private Bank Division June 2009 - Present
BMO Harris Private Banking July 2006 - June 2009
Charles Schwab June 1998 - July 2006
Skills
Investments, Securities, Mutual Funds, Wealth Management..., Investment Management, Estate Planning, Retirement, Asset Management, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning
Education
Illinois State University 1987 — 1991
DePaul University
Fifth Third Bancorp, Private Bank Division June 2009 - Present
BMO Harris Private Banking July 2006 - June 2009
Charles Schwab June 1998 - July 2006
Skills
Investments, Securities, Mutual Funds, Wealth Management..., Investment Management, Estate Planning, Retirement, Asset Management, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning
Education
Illinois State University 1987 — 1991
DePaul University
Thomas Fontana Thomas Fontana's Charles Schwab Experience 1998 - 1998
Job Consultant on Information Technology
Industry Information Technology and Services
Experience
PanAridus January 2009 - Present
Yulex Corporation January 2007 - December 2008
Life Sciences Information Technology Global Institute 2005 - 2008
University of Arizona February 2007 - March 2007
RadioShack 2002 - 2007
California State Automobile Association (AAA) 1998 - 2002
Charles Schwab 1998 - 1998
Wells Fargo Bank 1994 - 1998
PSW-3 1992 - 1994
Fair Isaac July 1992 - November 1992
Education
Diablo Valley College 1970 — 1973
Business & Computer Science
PanAridus January 2009 - Present
Yulex Corporation January 2007 - December 2008
Life Sciences Information Technology Global Institute 2005 - 2008
University of Arizona February 2007 - March 2007
RadioShack 2002 - 2007
California State Automobile Association (AAA) 1998 - 2002
Charles Schwab 1998 - 1998
Wells Fargo Bank 1994 - 1998
PSW-3 1992 - 1994
Fair Isaac July 1992 - November 1992
Education
Diablo Valley College 1970 — 1973
Business & Computer Science
Kevin Adams Kevin Adams's Charles Schwab Experience May 2013 - Present
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Wolters Kluwer 2008 - 2012
Venture (k) Corp. January 2001 - December 2008
Education
DePaul University
BA, Business Administration
Regis University
MBA
Charles Schwab May 2013 - Present
Wolters Kluwer 2008 - 2012
Venture (k) Corp. January 2001 - December 2008
Education
DePaul University
BA, Business Administration
Regis University
MBA
David Kubica David Kubica's Charles Schwab Experience June 2014 - Present
Job Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
CNA Insurance October 2013 - June 2014
Advanced Equities October 2011 - November 2012
David A. Noyes & Co. February 2009 - September 2011
Cytrade Futures June 2008 - February 2009
Skills
Project Management, Multi Tasking, Writing, Financial Analysis, Personnel Management, Private Equity, Investments, FINRA, Series 7, Uniform Combined State..., Series 24, Venture Capital, Options, Fixed Income, Finance, Analysis, Alternative Investments, Investment Advisory, Series 65, Asset Management, Securities, Mutual Funds, Private Placements, Series 63
Education
DePaul University 2004 — 2008
Bachelor's Degree, Finance, General
DePaul University 2004 — 2008
Bachelor's Degree, Economics
Charles Schwab June 2014 - Present
CNA Insurance October 2013 - June 2014
Advanced Equities October 2011 - November 2012
David A. Noyes & Co. February 2009 - September 2011
Cytrade Futures June 2008 - February 2009
Skills
Project Management, Multi Tasking, Writing, Financial Analysis, Personnel Management, Private Equity, Investments, FINRA, Series 7, Uniform Combined State..., Series 24, Venture Capital, Options, Fixed Income, Finance, Analysis, Alternative Investments, Investment Advisory, Series 65, Asset Management, Securities, Mutual Funds, Private Placements, Series 63
Education
DePaul University 2004 — 2008
Bachelor's Degree, Finance, General
DePaul University 2004 — 2008
Bachelor's Degree, Economics
Tim Rolfs, CIMA®, AIF®'s Charles Schwab Experience February 2004 - March 2006
Job Director, Head of Advisory Platforms at MetLife Securities, Inc.
Industry Financial Services
Experience
MetLife October 2014 - Present
MetLife April 2014 - October 2014
LPL Financial September 2011 - April 2014
Goldman Sachs March 2008 - March 2011
Smith Barney March 2006 - February 2008
Charles Schwab February 2004 - March 2006
Skills
Investments, Portfolio Management, Asset Allocation, Series 7, Sales, Business Development, Financial Services, Trading Strategies, Client Presentation, Asset Management, Hedge Funds, Risk Reduction, Alternative Investments, Fixed Income, High Net Worth..., Series 24
Education
DePauw University 1998 — 2002
BA, Economics
MetLife October 2014 - Present
MetLife April 2014 - October 2014
LPL Financial September 2011 - April 2014
Goldman Sachs March 2008 - March 2011
Smith Barney March 2006 - February 2008
Charles Schwab February 2004 - March 2006
Skills
Investments, Portfolio Management, Asset Allocation, Series 7, Sales, Business Development, Financial Services, Trading Strategies, Client Presentation, Asset Management, Hedge Funds, Risk Reduction, Alternative Investments, Fixed Income, High Net Worth..., Series 24
Education
DePauw University 1998 — 2002
BA, Economics
Kimberlee Levy Kimberlee Levy's Charles Schwab Experience March 2015 - Present
Job Advisory Board Member at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Concorde Investment Services April 2013 - Present
CIG Corp. January 2009 - April 2013
Munder Capital Management 2001 - 2008
H&R Block Financial Advisors 1999 - 2001
Skills
FINRA, Securities, Compliance, Series 7, Series 24, Series 4, Securities Regulation, AML, Investments, Alternative Investments, Investment Advisory, Mutual Funds
Education
DePaul University College of Law 1996 — 1999
Juris Doctor, Law
Michigan State University 1992 — 1996
Bachelor of Arts, Sociology
Charles Schwab March 2015 - Present
Concorde Investment Services April 2013 - Present
CIG Corp. January 2009 - April 2013
Munder Capital Management 2001 - 2008
H&R Block Financial Advisors 1999 - 2001
Skills
FINRA, Securities, Compliance, Series 7, Series 24, Series 4, Securities Regulation, AML, Investments, Alternative Investments, Investment Advisory, Mutual Funds
Education
DePaul University College of Law 1996 — 1999
Juris Doctor, Law
Michigan State University 1992 — 1996
Bachelor of Arts, Sociology
Chris Bartley Chris Bartley's Charles Schwab Experience April 2015 - Present
Job Assistant Facilities Manager at Charles Schwab
Industry Real Estate
Experience
Charles Schwab April 2015 - Present
Charles Schwab October 2014 - April 2015
Charles Schwab March 2013 - October 2014
Jones Lang LaSalle September 2012 - March 2013
Wells Street Companies September 2011 - December 2011
State of Ohio, Department of Administrative Services, Equal Opportunity Division November 2009 - January 2011
City of Columbus, Mayor's Office June 2009 - August 2009
City of Columbus, Mayor's Office, Office of Education December 2008 - January 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Client Relations Skills, Commercial Real Estate, Interpersonal Skill, Analytical Skills, Microsoft Excel, Data Entry, Management, Public Speaking, Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Business Administration
New Albany High School 2004 — 2008
High School Diploma
Charles Schwab April 2015 - Present
Charles Schwab October 2014 - April 2015
Charles Schwab March 2013 - October 2014
Jones Lang LaSalle September 2012 - March 2013
Wells Street Companies September 2011 - December 2011
State of Ohio, Department of Administrative Services, Equal Opportunity Division November 2009 - January 2011
City of Columbus, Mayor's Office June 2009 - August 2009
City of Columbus, Mayor's Office, Office of Education December 2008 - January 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Client Relations Skills, Commercial Real Estate, Interpersonal Skill, Analytical Skills, Microsoft Excel, Data Entry, Management, Public Speaking, Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Business Administration
New Albany High School 2004 — 2008
High School Diploma
Brett Perks Brett Perks's Charles Schwab Experience 1999 - 2010
Job Financial Associate at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans 2010 - Present
Charles Schwab 1999 - 2010
Education
DePauw University 1985 — 1989
ba
Thrivent Financial for Lutherans 2010 - Present
Charles Schwab 1999 - 2010
Education
DePauw University 1985 — 1989
ba
Charles Madden Charles Madden's Charles Schwab Experience
Job Sr. Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Account Management, 401k, Advertising, Analysis, Asset Allocation, Employee Benefits, Financial Services, Investments, Marketing, Mutual Funds, Project Management, Relationship Management, Retirement
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2001
MBA
Denison University 1991 — 1995
BA, English
Charles Schwab
Skills
Account Management, 401k, Advertising, Analysis, Asset Allocation, Employee Benefits, Financial Services, Investments, Marketing, Mutual Funds, Project Management, Relationship Management, Retirement
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2001
MBA
Denison University 1991 — 1995
BA, English
Angel Evans Angel Evans's Charles Schwab Experience March 2014 - October 2014
Job Sr. Network Engineer at Apriva
Industry Computer Networking
Experience
Apriva November 2014 - Present
Charles Schwab March 2014 - October 2014
Cable One October 2011 - March 2014
Cox Communications February 2011 - October 2011
State of NY Metropolitan Transportation Authority September 2010 - December 2010
Insight Global August 2009 - September 2010
Time Warner Cable January 2007 - April 2009
Skills
Technical Writing, IP Networking, Ethernet, Network Engineering, Network Administration, Network Design, OSPF, EIGRP, RIP, Firewalls, Cisco Catalyst Switches, BGP, Project Management, Cisco IOS Scripting, Multi-layer Switches, CMTS, Visio, Illustrator, Photoshop, SQL, Alcatel-Lucent AOS, IP, Switches, Cisco Technologies, Troubleshooting, Cisco IOS, Servers, Metro Ethernet, JUNOS, Cisco Nexus, Cisco Certified, ISIS, OTV, MPLS VPN, IPv6, MPLS, IGMP, IP Multicast, Routing
Education
DeVry University 2006 — 2010
Bachlors of Professional Studies, Network and Communication Management/Network Engineering
Apriva November 2014 - Present
Charles Schwab March 2014 - October 2014
Cable One October 2011 - March 2014
Cox Communications February 2011 - October 2011
State of NY Metropolitan Transportation Authority September 2010 - December 2010
Insight Global August 2009 - September 2010
Time Warner Cable January 2007 - April 2009
Skills
Technical Writing, IP Networking, Ethernet, Network Engineering, Network Administration, Network Design, OSPF, EIGRP, RIP, Firewalls, Cisco Catalyst Switches, BGP, Project Management, Cisco IOS Scripting, Multi-layer Switches, CMTS, Visio, Illustrator, Photoshop, SQL, Alcatel-Lucent AOS, IP, Switches, Cisco Technologies, Troubleshooting, Cisco IOS, Servers, Metro Ethernet, JUNOS, Cisco Nexus, Cisco Certified, ISIS, OTV, MPLS VPN, IPv6, MPLS, IGMP, IP Multicast, Routing
Education
DeVry University 2006 — 2010
Bachlors of Professional Studies, Network and Communication Management/Network Engineering
Asia Walker Asia Walker's Charles Schwab Experience April 2013 - March 2014
Job Project Coordinator
Industry Financial Services
Experience
Bank of America May 2015 - Present
Motorola Solutions February 2015 - March 2015
Equity Office Properties September 2014 - November 2014
Charles Schwab April 2013 - March 2014
Northrop Grumman August 2009 - April 2013
Headway Corporate Resources/Butler International September 2007 - August 2009
Headway Corporate Resources April 2007 - August 2007
R.A.T.E.S. Foundation May 2003 - August 2005
Christian Building Urban Communities 2002 - 2003
Byte-Size Coursettes January 1999 - January 2002
Skills
Access, System Administration, Program Management, Analysis, Project Management, Leadership, Project Planning, Testing, Proposal Writing, Microsoft Office, Budgets, SAP, Microsoft Excel, Databases, Administration, Customer Service, Microsoft Word, Process Improvement, Social Networking, PowerPoint, Strategic Planning, Management, Training, Time Management, Visio, Public Speaking
Education
Strayer University 2011 — 2011
Bachelor of Science, Business Administration; Business Administration
DeVry University 2003 — 2004
Bachelor of Science, Business Administration; Small Business Management; Business Economics
ECPI University
Bachelor's degree, IT Management
Bank of America May 2015 - Present
Motorola Solutions February 2015 - March 2015
Equity Office Properties September 2014 - November 2014
Charles Schwab April 2013 - March 2014
Northrop Grumman August 2009 - April 2013
Headway Corporate Resources/Butler International September 2007 - August 2009
Headway Corporate Resources April 2007 - August 2007
R.A.T.E.S. Foundation May 2003 - August 2005
Christian Building Urban Communities 2002 - 2003
Byte-Size Coursettes January 1999 - January 2002
Skills
Access, System Administration, Program Management, Analysis, Project Management, Leadership, Project Planning, Testing, Proposal Writing, Microsoft Office, Budgets, SAP, Microsoft Excel, Databases, Administration, Customer Service, Microsoft Word, Process Improvement, Social Networking, PowerPoint, Strategic Planning, Management, Training, Time Management, Visio, Public Speaking
Education
Strayer University 2011 — 2011
Bachelor of Science, Business Administration; Business Administration
DeVry University 2003 — 2004
Bachelor of Science, Business Administration; Small Business Management; Business Economics
ECPI University
Bachelor's degree, IT Management
Jay Preston Jay Preston's Charles Schwab Experience January 2012 - Present
Job
Industry Investment Banking
Experience
Charles Schwab January 2012 - Present
Hawaiian Telcom February 2009 - December 2011
Telgian June 2007 - January 2009
Phoenix Art Museum June 2004 - June 2007
IBM October 2005 - April 2007
DL Engineering August 2003 - June 2004
Primavera Technical Learning Center January 2003 - August 2003
Inpluse Response Group January 2002 - October 2002
Axient Communications May 2001 - November 2001
Visitalk.com December 2000 - May 2001
Skills
Active Directory, Microsoft SQL Server, Solaris, vSphere, VMware ESX, Powershell, Microsoft Exchange, Cisco Nexus, RedHat, SharePoint, NAS, Brocade, Ubuntu, Servers, Windows Server, Firewalls, Cisco Technologies, SAN, Data Center, DNS, Network Security, Venafi, PKI, SSL Certificates, Routers, System Deployment, VPN, Software Installation, Disaster Recovery, Infrastructure, VMware, Operating Systems, System Administration, Virtualization, Microsoft Technologies, Storage Area Networks, DHCP, Hyper-V, NetApp, Backup Exec, Cluster, HP, Networking, SCCM, Server Architecture, Solution Architecture, Switches, TCP/IP, Databases, HP-UX
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's Degree
DeVry University 2002 — 2004
BS
St Francis Xavier - Middle School
St Francis Xavier - Middle School
Sunnyslope High School
Charles Schwab January 2012 - Present
Hawaiian Telcom February 2009 - December 2011
Telgian June 2007 - January 2009
Phoenix Art Museum June 2004 - June 2007
IBM October 2005 - April 2007
DL Engineering August 2003 - June 2004
Primavera Technical Learning Center January 2003 - August 2003
Inpluse Response Group January 2002 - October 2002
Axient Communications May 2001 - November 2001
Visitalk.com December 2000 - May 2001
Skills
Active Directory, Microsoft SQL Server, Solaris, vSphere, VMware ESX, Powershell, Microsoft Exchange, Cisco Nexus, RedHat, SharePoint, NAS, Brocade, Ubuntu, Servers, Windows Server, Firewalls, Cisco Technologies, SAN, Data Center, DNS, Network Security, Venafi, PKI, SSL Certificates, Routers, System Deployment, VPN, Software Installation, Disaster Recovery, Infrastructure, VMware, Operating Systems, System Administration, Virtualization, Microsoft Technologies, Storage Area Networks, DHCP, Hyper-V, NetApp, Backup Exec, Cluster, HP, Networking, SCCM, Server Architecture, Solution Architecture, Switches, TCP/IP, Databases, HP-UX
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's Degree
DeVry University 2002 — 2004
BS
St Francis Xavier - Middle School
St Francis Xavier - Middle School
Sunnyslope High School
Ryan Brown, MBA Ryan Brown, MBA's Charles Schwab Experience November 2012 - May 2013
Job Business Credit Analyst at PNC
Industry Financial Services
Experience
PNC August 2015 - Present
Mead Johnson Nutrition May 2014 - August 2014
Charles Schwab November 2012 - May 2013
Charles Schwab December 2011 - November 2012
Charles Schwab September 2011 - December 2011
Marcus & Millichap August 2010 - July 2011
Rasmussen College May 2009 - August 2009
Brunswick Group August 2008 - December 2008
Markel Corporation May 2008 - August 2008
Markel Corporation May 2007 - August 2007
Skills
Strategy, Marketing, Public Relations, Management, Marketing Strategy, Research, Investments, Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Finance, Valuation, Microsoft Excel, Data Analysis, Social Media, Event Planning, Leadership
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
DePauw University 2006 — 2010
Bachelor of Arts (B.A.), Philosophy
PNC August 2015 - Present
Mead Johnson Nutrition May 2014 - August 2014
Charles Schwab November 2012 - May 2013
Charles Schwab December 2011 - November 2012
Charles Schwab September 2011 - December 2011
Marcus & Millichap August 2010 - July 2011
Rasmussen College May 2009 - August 2009
Brunswick Group August 2008 - December 2008
Markel Corporation May 2008 - August 2008
Markel Corporation May 2007 - August 2007
Skills
Strategy, Marketing, Public Relations, Management, Marketing Strategy, Research, Investments, Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Finance, Valuation, Microsoft Excel, Data Analysis, Social Media, Event Planning, Leadership
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
DePauw University 2006 — 2010
Bachelor of Arts (B.A.), Philosophy
anthony creel's Charles Schwab Experience January 2011 - Present
Job Info Sys Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
ProNet Solutions February 2009 - January 2011
U.S. Coast Guard April 2004 - February 2009
Skills
Microsoft Exchange, MobileIron, Autonomy IDOL, RightFax, iOS, Powershell, Email Archiving, Email Encryption, Network Administration, System Architecture, Linux, Cisco Technologies
Education
DeVry University 2009 — 2011
Bachelor of Science (BS), Computer Science
Charles Schwab January 2011 - Present
ProNet Solutions February 2009 - January 2011
U.S. Coast Guard April 2004 - February 2009
Skills
Microsoft Exchange, MobileIron, Autonomy IDOL, RightFax, iOS, Powershell, Email Archiving, Email Encryption, Network Administration, System Architecture, Linux, Cisco Technologies
Education
DeVry University 2009 — 2011
Bachelor of Science (BS), Computer Science
J. Steven Young's Charles Schwab Experience 2005 - 2008
Job Senior Technology Manager at Orbitz Worldwide and Fantasy Author
Industry Information Technology and Services
Experience
Orbitz Worldwide March 2013 - Present
Orbitz Worldwide July 2010 - March 2013
United Airlines 2008 - 2010
Charles Schwab 2005 - 2008
EDS 2000 - 2003
Platinum Technology / CA 1998 - 2000
Automated Travel Systems 1996 - 1998
Corporate Travel Consultants 1992 - 1997
Midway Airlines 1989 - 1991
Skills
ITIL v3 Foundations..., CCNA, MCSE 2003, IT Strategy, Enterprise Architecture, SharePoint, IT Management, Visio, Troubleshooting, Software Documentation, BMC Remedy, Change Management, Couchbase, ITIL, Unix, Agile Methodologies, Cloud Computing, Networking, Infrastructure, Disaster Recovery, Management, Data Center, Cisco Technologies, IT Operations
Education
DeVry University-Illinois 2010 — 2011
Bachelor of Science (BS), Computer Information Systems, 3.9
University of Phoenix 2005 — 2006
DeVry University-Illinois 1990 — 1991
CIS
LTHS
Orbitz Worldwide March 2013 - Present
Orbitz Worldwide July 2010 - March 2013
United Airlines 2008 - 2010
Charles Schwab 2005 - 2008
EDS 2000 - 2003
Platinum Technology / CA 1998 - 2000
Automated Travel Systems 1996 - 1998
Corporate Travel Consultants 1992 - 1997
Midway Airlines 1989 - 1991
Skills
ITIL v3 Foundations..., CCNA, MCSE 2003, IT Strategy, Enterprise Architecture, SharePoint, IT Management, Visio, Troubleshooting, Software Documentation, BMC Remedy, Change Management, Couchbase, ITIL, Unix, Agile Methodologies, Cloud Computing, Networking, Infrastructure, Disaster Recovery, Management, Data Center, Cisco Technologies, IT Operations
Education
DeVry University-Illinois 2010 — 2011
Bachelor of Science (BS), Computer Information Systems, 3.9
University of Phoenix 2005 — 2006
DeVry University-Illinois 1990 — 1991
CIS
LTHS
Meg Hathaway Meg Hathaway's Charles Schwab Experience September 2015 - Present
Job Data Analyst/Projectbased contractor with optionsXpress at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
DePaul University September 2014 - Present
School of Accountancy and MIS, Depaul University September 2014 - Present
Charles Schwab June 2015 - August 2015
Management Sciences for Health January 2011 - September 2011
Africa Action September 2008 - December 2008
AllAfrica Global Media October 2007 - January 2008
AllAfrica Global Media January 2007 - May 2007
Skills
International..., Research, Government, Strategic Communications, Editing, Public Speaking, Financial Accounting, Operations Management, Technical Writing, Business Analysis, Resource Development, Economic Development, Financial Analysis, Public Policy, Nonprofits, International Relations, Community Outreach, writing and analysis, Hospitality Management, Securities, Equity Trading, Derivatives, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, International Business
Georgetown University 2005 — 2009
Bachelor of Science (B.S.), Science Technology and International Affairs, Certificate in African Studies
Charles Schwab September 2015 - Present
DePaul University September 2014 - Present
School of Accountancy and MIS, Depaul University September 2014 - Present
Charles Schwab June 2015 - August 2015
Management Sciences for Health January 2011 - September 2011
Africa Action September 2008 - December 2008
AllAfrica Global Media October 2007 - January 2008
AllAfrica Global Media January 2007 - May 2007
Skills
International..., Research, Government, Strategic Communications, Editing, Public Speaking, Financial Accounting, Operations Management, Technical Writing, Business Analysis, Resource Development, Economic Development, Financial Analysis, Public Policy, Nonprofits, International Relations, Community Outreach, writing and analysis, Hospitality Management, Securities, Equity Trading, Derivatives, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, International Business
Georgetown University 2005 — 2009
Bachelor of Science (B.S.), Science Technology and International Affairs, Certificate in African Studies
Priya Mehra Priya Mehra's Charles Schwab Experience March 2010 - March 2011
Job Sr. IT Systems Business Analyst/ Scrum Master at OptumInsight/CSM
Industry Management Consulting
Experience
Optum May 2011 - Present
Charles Schwab March 2010 - March 2011
Asurion March 2008 - March 2011
H R BLOCK August 2007 - March 2008
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Quality Assurance, Business Process..., Visio, ETL, SQL, IT Strategy, Agile Project Management, SharePoint, Software Documentation, Scrum, Cross-functional Team..., Quality Center, Data Analysis, Software Development, Software Project..., User Acceptance Testing, Business Process, Agile Methodologies, Integration, MS Project, IT Management, Microsoft SQL Server, Process Improvement, Software Quality..., Business Objects, System Testing, Program Management, Change Management, Visual Basic, Project Management, Systems Analysis, Full SDLC, Business Requirements, Team Leadership, Project Planning, Team Management, Regression Testing, Test Management, Resource Management, Leadership, PMP, Data Warehousing, Manual Testing, Testing, Vendor Management
Education
Scrum Alliance 2015 — 2015
CSM, Agile development
Delhi University 1991 — 1993
Masters in Operations Research, Mathematics and Computer Science
Optum May 2011 - Present
Charles Schwab March 2010 - March 2011
Asurion March 2008 - March 2011
H R BLOCK August 2007 - March 2008
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Quality Assurance, Business Process..., Visio, ETL, SQL, IT Strategy, Agile Project Management, SharePoint, Software Documentation, Scrum, Cross-functional Team..., Quality Center, Data Analysis, Software Development, Software Project..., User Acceptance Testing, Business Process, Agile Methodologies, Integration, MS Project, IT Management, Microsoft SQL Server, Process Improvement, Software Quality..., Business Objects, System Testing, Program Management, Change Management, Visual Basic, Project Management, Systems Analysis, Full SDLC, Business Requirements, Team Leadership, Project Planning, Team Management, Regression Testing, Test Management, Resource Management, Leadership, PMP, Data Warehousing, Manual Testing, Testing, Vendor Management
Education
Scrum Alliance 2015 — 2015
CSM, Agile development
Delhi University 1991 — 1993
Masters in Operations Research, Mathematics and Computer Science
Jennifer Schmitz's Charles Schwab Experience August 2003 - August 2005
Job Experienced Risk and Financial Efficiency Expert, Senior Account Executive, Successful Entrepreneur
Industry Financial Services
Experience
Audience Delivered LLC June 2012 - Present
Visa July 2011 - March 2015
i2i Analytics LLC May 2007 - January 2015
Visa March 2007 - March 2011
Quantum Capital Management September 2005 - March 2007
Charles Schwab August 2003 - August 2005
Wolverine Trading 2000 - 2003
GBar LP (former division of Options Xpress, a Charles Schwab Company) 1999 - 2000
Morgan Stanley Wealth Management 1997 - 1999
CME Group 1995 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Financial Risk, Process Improvement, Strategic Planning, Marketing, New Business Development, Fixed Income, Mergers & Acquisitions, Analysis, Analytics, Credit, Portfolio Management, Finance, Project Management, Start-ups, Budgets, Strategic Partnerships, Risk Management, Management, Credit Cards, Strategy, Business Strategy, Leadership, Financial Services, Mobile Payments, E-payments, Product Development
Education
Mills College 2006 — 2007
Master of Business Administration (MBA), Global Management
Middlebury Institute of International Studies at Monterey 2005 — 2006
Master of Business Administration (M.B.A.) International Coursework, International Finance
DePaul University 1990 — 1994
International Studies, Global Economics, Archeology
Audience Delivered LLC June 2012 - Present
Visa July 2011 - March 2015
i2i Analytics LLC May 2007 - January 2015
Visa March 2007 - March 2011
Quantum Capital Management September 2005 - March 2007
Charles Schwab August 2003 - August 2005
Wolverine Trading 2000 - 2003
GBar LP (former division of Options Xpress, a Charles Schwab Company) 1999 - 2000
Morgan Stanley Wealth Management 1997 - 1999
CME Group 1995 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Financial Risk, Process Improvement, Strategic Planning, Marketing, New Business Development, Fixed Income, Mergers & Acquisitions, Analysis, Analytics, Credit, Portfolio Management, Finance, Project Management, Start-ups, Budgets, Strategic Partnerships, Risk Management, Management, Credit Cards, Strategy, Business Strategy, Leadership, Financial Services, Mobile Payments, E-payments, Product Development
Education
Mills College 2006 — 2007
Master of Business Administration (MBA), Global Management
Middlebury Institute of International Studies at Monterey 2005 — 2006
Master of Business Administration (M.B.A.) International Coursework, International Finance
DePaul University 1990 — 1994
International Studies, Global Economics, Archeology
Kristin Roney Kristin Roney's Charles Schwab Experience August 1999 - Present
Job Vice President, Client Service & Support at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1999 - Present
Charles Schwab August 1999 - Present
Skills
Management, Leadership, Project Management, Process Improvement, Risk Management, Business Analysis, Financial Analysis, Strategy, Vendor Management, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
Master of Science (M.S.), Accounting
Purdue University 1990 — 1994
Bachelor of Science (B.S.), Financial Planning and Services
Charles Schwab August 1999 - Present
Charles Schwab August 1999 - Present
Skills
Management, Leadership, Project Management, Process Improvement, Risk Management, Business Analysis, Financial Analysis, Strategy, Vendor Management, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
Master of Science (M.S.), Accounting
Purdue University 1990 — 1994
Bachelor of Science (B.S.), Financial Planning and Services
Andrew Knerr Andrew Knerr's Charles Schwab Experience June 2015 - August 2015
Job MBA Candidate '16 Indiana University Kelley School of Business
Industry Marketing and Advertising
Experience
Charles Schwab June 2015 - August 2015
Boston Beer Company October 2012 - May 2013
Society of Wine Educators September 2011 - September 2012
Society of Wine Educators February 2011 - September 2011
Skills
Event Management, Event Planning, Public Relations, Public Speaking, Social Media, Marketing Strategy, Microsoft Excel, Sales
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & Corporate Innovation
Denison University 2006 — 2010
BA, Communication
Victoria University of Wellington
Communication and Media Studies
Charles Schwab June 2015 - August 2015
Boston Beer Company October 2012 - May 2013
Society of Wine Educators September 2011 - September 2012
Society of Wine Educators February 2011 - September 2011
Skills
Event Management, Event Planning, Public Relations, Public Speaking, Social Media, Marketing Strategy, Microsoft Excel, Sales
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & Corporate Innovation
Denison University 2006 — 2010
BA, Communication
Victoria University of Wellington
Communication and Media Studies
Lukas Hambsch Lukas Hambsch's Charles Schwab Experience June 2012 - August 2013
Job Software Engineer at BrightScope
Industry Information Technology and Services
Experience
BrightScope May 2014 - Present
Nannies CA December 2013 - Present
Corovan August 2013 - October 2014
Charles Schwab June 2012 - August 2013
CDW August 2011 - May 2012
OfficeMax May 2011 - July 2011
Skills
Python, Django, JavaScript, jQuery, HTML 5, CSS3, Git, Object Oriented Design, Web Development, Troubleshooting, Windows, Microsoft SQL Server, C#, Java, CSS, Software Engineering, Network Design, SQL, MySQL, Microsoft Office, LibreOffice, Visual Studio, Visual Basic, Ruby, Linux, Web Design, Software Development, ASP.NET, OS X, Databases, HTML, .NET, Web Applications, AJAX, CoffeeScript, AngularJS, KnockoutJS, Unit Testing, PostgreSQL, Amazon Web Services..., Amazon S3, Node.js, Docker
Education
DeVry University Phoenix 2011 — 2013
Bachelor's degree, Computer Information Systems, 3.8 / 4.0
University of Great Falls 2009 — 2011
Bachelor of Arts (B.A.), Business Administration, 3.8/4.0
Glendale Community College 2007 — 2009
Associate of Arts (A.A.), General Studies
BrightScope May 2014 - Present
Nannies CA December 2013 - Present
Corovan August 2013 - October 2014
Charles Schwab June 2012 - August 2013
CDW August 2011 - May 2012
OfficeMax May 2011 - July 2011
Skills
Python, Django, JavaScript, jQuery, HTML 5, CSS3, Git, Object Oriented Design, Web Development, Troubleshooting, Windows, Microsoft SQL Server, C#, Java, CSS, Software Engineering, Network Design, SQL, MySQL, Microsoft Office, LibreOffice, Visual Studio, Visual Basic, Ruby, Linux, Web Design, Software Development, ASP.NET, OS X, Databases, HTML, .NET, Web Applications, AJAX, CoffeeScript, AngularJS, KnockoutJS, Unit Testing, PostgreSQL, Amazon Web Services..., Amazon S3, Node.js, Docker
Education
DeVry University Phoenix 2011 — 2013
Bachelor's degree, Computer Information Systems, 3.8 / 4.0
University of Great Falls 2009 — 2011
Bachelor of Arts (B.A.), Business Administration, 3.8/4.0
Glendale Community College 2007 — 2009
Associate of Arts (A.A.), General Studies
Thomas Vass Thomas Vass's Charles Schwab Experience August 1996 - November 2003
Job Global Marketing, State Street Global Advisors
Industry Marketing and Advertising
Experience
State Street Global Advisors April 2013 - Present
thomslist March 2000 - Present
Visa March 2008 - April 2013
American Automobile Association January 2005 - November 2007
Wells Fargo January 2004 - November 2004
Charles Schwab August 1996 - November 2003
EURO RSCG July 1993 - May 1996
Skills
Brand Management, Strategic Planning, Process Design, Customer Acquisition, Direct Marketing, Segmentation, Integrated Marketing, Marketing Strategy, Product Marketing, Multi-channel Marketing, Marketing Communications, Cross-functional Team..., Leadership, Competitive Analysis, Email Marketing, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and International Business
Goethe Institut
German Studies
Western Michigan University
BBA, Marketing
State Street Global Advisors April 2013 - Present
thomslist March 2000 - Present
Visa March 2008 - April 2013
American Automobile Association January 2005 - November 2007
Wells Fargo January 2004 - November 2004
Charles Schwab August 1996 - November 2003
EURO RSCG July 1993 - May 1996
Skills
Brand Management, Strategic Planning, Process Design, Customer Acquisition, Direct Marketing, Segmentation, Integrated Marketing, Marketing Strategy, Product Marketing, Multi-channel Marketing, Marketing Communications, Cross-functional Team..., Leadership, Competitive Analysis, Email Marketing, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and International Business
Goethe Institut
German Studies
Western Michigan University
BBA, Marketing
Doreen Jorgensen's Charles Schwab Experience April 2014 - December 2014
Job Senior Production Artist at Epsilon
Industry Graphic Design
Experience
Eichler Network June 2014 - Present
Epsilon January 2015 - Present
Eichler Network 2006 - Present
KLM Marketing Services October 2014 - February 2015
Charles Schwab April 2014 - December 2014
Interatica August 2014 - October 2014
Robert Half October 2012 - March 2014
Krames StayWell March 2004 - September 2012
MeadWestvaco August 2000 - November 2003
Muhlhauser & Young 1999 - 1999
Skills
Marketing Communications, Organizational Design, Production, Brochures, Magazines, Calendars, Publications, Packaging, Newspaper, Graphic Design, Print, Books, Advertising, Art, Photography, Photoshop, Art Direction, InDesign, Illustration, Illustrator, Publishing, Layout, Graphics, Photo Shoots, Catalogs, 508 compliant
Education
Skyline College 2012 — 2012
Web Page, Digital/Multimedia and Information Resources Design
Diablo Valley College 1993 — 1994
Course Completion, Design and Illustration
Computer Arts Institute 1992 — 1992
Course Completion, Digital Art and Design
Eichler Network June 2014 - Present
Epsilon January 2015 - Present
Eichler Network 2006 - Present
KLM Marketing Services October 2014 - February 2015
Charles Schwab April 2014 - December 2014
Interatica August 2014 - October 2014
Robert Half October 2012 - March 2014
Krames StayWell March 2004 - September 2012
MeadWestvaco August 2000 - November 2003
Muhlhauser & Young 1999 - 1999
Skills
Marketing Communications, Organizational Design, Production, Brochures, Magazines, Calendars, Publications, Packaging, Newspaper, Graphic Design, Print, Books, Advertising, Art, Photography, Photoshop, Art Direction, InDesign, Illustration, Illustrator, Publishing, Layout, Graphics, Photo Shoots, Catalogs, 508 compliant
Education
Skyline College 2012 — 2012
Web Page, Digital/Multimedia and Information Resources Design
Diablo Valley College 1993 — 1994
Course Completion, Design and Illustration
Computer Arts Institute 1992 — 1992
Course Completion, Digital Art and Design
Dustin Riggs's Charles Schwab Experience 1996 - September 2015
Job Financial advisor at Charles Schwab
Industry Financial Services
Experience
Pillar Wealth Management September 2015 - Present
Charles Schwab 1996 - September 2015
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Investment Strategies, Financial Advisory, Equities
Education
Delta State University 1993 — 1996
BS
Delta State University 1992 — 1996
Bachelor of Science (BS)
Pillar Wealth Management September 2015 - Present
Charles Schwab 1996 - September 2015
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Investment Strategies, Financial Advisory, Equities
Education
Delta State University 1993 — 1996
BS
Delta State University 1992 — 1996
Bachelor of Science (BS)
Travis Ladd Travis Ladd's Charles Schwab Experience June 2005 - June 2006
Job Systems Engineer
Industry Defense & Space
Experience
Cubic Advanced Learning Solutions December 2013 - Present
Cubic Simulations System Division June 2013 - December 2013
Cubic August 2008 - March 2013
Siemens Wind Power September 2006 - July 2008
Charles Schwab June 2005 - June 2006
Skills
Testing, Embedded Systems, Programming, Software Development, Firmware, Software Engineering, Systems Engineering, Java, Embedded C, Simulations, Debugging Code, Visual C++, C#, Agile Methodologies, AccuRev, System Architecture, Team Leadership, Microcontrollers, JIRA, Program Management, Microsoft Office, Certified Scrum Master..., clearquest, HW/SW integration, Windows 7, Lean Thinking, Schematic, IAR Embedded Workbench, System Design, Requirements Analysis, Security Clearance, EPDM, SAP, CruiseControl, Freescale, Software Configuration..., System Testing, Unit Testing, Agile & Waterfall..., Iso 9000, Engineering Management, Scrum, HSI, Simulation Software, SDLC, Regression Testing, Project Planning, Use Case Analysis, Use Case Diagrams
Education
DeVry University-Florida 2003 — 2009
Bachelor of Science (BS), Computer Engineering
Cubic Advanced Learning Solutions December 2013 - Present
Cubic Simulations System Division June 2013 - December 2013
Cubic August 2008 - March 2013
Siemens Wind Power September 2006 - July 2008
Charles Schwab June 2005 - June 2006
Skills
Testing, Embedded Systems, Programming, Software Development, Firmware, Software Engineering, Systems Engineering, Java, Embedded C, Simulations, Debugging Code, Visual C++, C#, Agile Methodologies, AccuRev, System Architecture, Team Leadership, Microcontrollers, JIRA, Program Management, Microsoft Office, Certified Scrum Master..., clearquest, HW/SW integration, Windows 7, Lean Thinking, Schematic, IAR Embedded Workbench, System Design, Requirements Analysis, Security Clearance, EPDM, SAP, CruiseControl, Freescale, Software Configuration..., System Testing, Unit Testing, Agile & Waterfall..., Iso 9000, Engineering Management, Scrum, HSI, Simulation Software, SDLC, Regression Testing, Project Planning, Use Case Analysis, Use Case Diagrams
Education
DeVry University-Florida 2003 — 2009
Bachelor of Science (BS), Computer Engineering
Thomas Semba Thomas Semba's Charles Schwab Experience 2015 - Present
Job at
Industry
Experience
Charles Schwab 2015 - Present
DePauw University August 2011 - Present
Henning Carey Proprietary Trading June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management
Education
DePauw University 2011 — 2015
Fenwick High School 2007 — 2011
Charles Schwab 2015 - Present
DePauw University August 2011 - Present
Henning Carey Proprietary Trading June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management
Education
DePauw University 2011 — 2015
Fenwick High School 2007 — 2011
Jordan Huffman Jordan Huffman's Charles Schwab Experience November 2014 - Present
Job iOS Developer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab November 2014 - Present
Huffman Dental Center July 2012 - October 2014
Gray & Associates CPAs an Accountancy Corporation August 2014 - August 2014
Skills
Game Development, Game Design, Game Programming, C++, Unity3D, Programming, C#, Visual Studio, Video Games, Objective-C, Microsoft Office
Education
DeVry University-Texas 2012 — 2014
University of North Texas 2010 — 2012
Charles Schwab November 2014 - Present
Huffman Dental Center July 2012 - October 2014
Gray & Associates CPAs an Accountancy Corporation August 2014 - August 2014
Skills
Game Development, Game Design, Game Programming, C++, Unity3D, Programming, C#, Visual Studio, Video Games, Objective-C, Microsoft Office
Education
DeVry University-Texas 2012 — 2014
University of North Texas 2010 — 2012
David Ortman's Charles Schwab Experience March 2015 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab April 2008 - March 2015
Charles Schwab April 2003 - March 2008
Charles Schwab June 2002 - March 2003
Charles Schwab July 1999 - May 2002
Education
DePauw University 1995 — 1999
Bachelor of Arts (B.A.)
Charles Schwab March 2015 - Present
Charles Schwab April 2008 - March 2015
Charles Schwab April 2003 - March 2008
Charles Schwab June 2002 - March 2003
Charles Schwab July 1999 - May 2002
Education
DePauw University 1995 — 1999
Bachelor of Arts (B.A.)
Mike Pieza, AWMA®'s Charles Schwab Experience July 2000 - December 2003
Job Supervision Supervisor at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC Supervision SupervisorCetera Advisors LLCMay 2008 - Present
Wealth Concepts LLC April 2005 - May 2008
Charles Schwab July 2000 - December 2003
U.S. Bank February 1999 - July 2000
Brokerage Administrators Corp. March 1997 - February 1999
Sunset Financial Services, Inc November 1994 - March 1997
Chicago Research & Trading Group, LTD March 1989 - January 1993
Salomon Brothers July 1984 - March 1989
Conti Commodities Services, Inc September 1980 - July 1984
A.G. Becker, Inc. July 1978 - September 1980
Skills
Series 24, Series 7, Series 8, Series 53, Series 4, Series 3, Series 31, Series 63, Series 66
Education
DePaul University
Illinois Institute of Technology
Cetera Advisors LLC Supervision SupervisorCetera Advisors LLCMay 2008 - Present
Wealth Concepts LLC April 2005 - May 2008
Charles Schwab July 2000 - December 2003
U.S. Bank February 1999 - July 2000
Brokerage Administrators Corp. March 1997 - February 1999
Sunset Financial Services, Inc November 1994 - March 1997
Chicago Research & Trading Group, LTD March 1989 - January 1993
Salomon Brothers July 1984 - March 1989
Conti Commodities Services, Inc September 1980 - July 1984
A.G. Becker, Inc. July 1978 - September 1980
Skills
Series 24, Series 7, Series 8, Series 53, Series 4, Series 3, Series 31, Series 63, Series 66
Education
DePaul University
Illinois Institute of Technology
Marvin Bland's Charles Schwab Experience May 2008 - June 2009
Job Senior Software Engineer at Financial company
Industry Financial Services
Experience
Finanical May 2013 - Present
Integrated Asset Services February 2012 - May 2013
Medical company November 2011 - February 2012
Consultant May 2011 - November 2011
Technisoft March 2011 - May 2011
Great West Financial July 2009 - March 2011
Charles Schwab May 2008 - June 2009
Qwest Communication February 2003 - April 2008
Qwest Communications February 2003 - April 2008
MINCOM Corp March 2002 - February 2003
Skills
Web Services, Databases, C#, Unix, XML, SQL, Oracle, Microsoft SQL Server, .NET, ADO.NET, Visual Studio, ASP.NET, WCF, CSS, HTML, IIS, JavaScript, Requirements Analysis, SOA, Testing, UML, Web Applications
Education
Regis University 2003 — 2010
MBA, Business
University of Phoenix 1999 — 2002
MSCIS, Computer Science
DeVry Institute of Technology 1992 — 1995
Bachelor of Science, Computer Information Systems
Finanical May 2013 - Present
Integrated Asset Services February 2012 - May 2013
Medical company November 2011 - February 2012
Consultant May 2011 - November 2011
Technisoft March 2011 - May 2011
Great West Financial July 2009 - March 2011
Charles Schwab May 2008 - June 2009
Qwest Communication February 2003 - April 2008
Qwest Communications February 2003 - April 2008
MINCOM Corp March 2002 - February 2003
Skills
Web Services, Databases, C#, Unix, XML, SQL, Oracle, Microsoft SQL Server, .NET, ADO.NET, Visual Studio, ASP.NET, WCF, CSS, HTML, IIS, JavaScript, Requirements Analysis, SOA, Testing, UML, Web Applications
Education
Regis University 2003 — 2010
MBA, Business
University of Phoenix 1999 — 2002
MSCIS, Computer Science
DeVry Institute of Technology 1992 — 1995
Bachelor of Science, Computer Information Systems
Andrew Hooley's Charles Schwab Experience August 2014 - Present
Job Graduate of DePauw University
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
USA Halloween Planet 2012 - 2013
Education
DePauw University 2010 — 2014
Bachelor of Arts (BA), Economics, 3.2
Charles Schwab August 2014 - Present
USA Halloween Planet 2012 - 2013
Education
DePauw University 2010 — 2014
Bachelor of Arts (BA), Economics, 3.2
Hartenbower, Greg's Charles Schwab Experience 1995 - 2003
Job Financial Advisor
Industry Financial Services
Experience
USAA 2008 - Present
Charles Schwab 1995 - 2003
Skills
Wealth Management, Analysis, Series 7, Business Development, Leadership, Management, Strategic Planning, Investments, Portfolio Management, Customer Satisfaction, Strategy, Retirement Planning, Series 63, Finance, Estate Planning, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
Northern Illinois University 1980 — 1984
BA, Political Science
USAA 2008 - Present
Charles Schwab 1995 - 2003
Skills
Wealth Management, Analysis, Series 7, Business Development, Leadership, Management, Strategic Planning, Investments, Portfolio Management, Customer Satisfaction, Strategy, Retirement Planning, Series 63, Finance, Estate Planning, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
Northern Illinois University 1980 — 1984
BA, Political Science
Renee Roux's Charles Schwab Experience January 1999 - April 2004
Job Experienced Information Technology Leader
Industry Information Technology and Services
Experience
Dyson June 2012 - Present
Meritas LLC May 2009 - April 2012
Kaplan Professional November 2007 - May 2009
Kaplan Professional October 2004 - November 2007
Paragon Consulting Group April 2004 - October 2004
Charles Schwab January 1999 - April 2004
GE Capital September 1988 - December 1998
Skills
Change Management, Data Center, RAD, Offshore Outsourcing, Structured Programming, Project Management, Budgets, Staff Development, Program Management, Business Process..., Vendor Management, IT Strategy, SDLC, Business Analysis, Enterprise Architecture, Integration, Agile Methodologies, Leadership, Oracle, SharePoint, Process Improvement, Requirements Analysis, Software Development, Strategic Planning, Management, Cross-functional Team..., Team Building, CRM, Business Intelligence, Product Management, Business Process, Analysis, Software Project...
Education
DePaul University
Bachelor's degree, Information Technology
San Francisco State University
Dyson June 2012 - Present
Meritas LLC May 2009 - April 2012
Kaplan Professional November 2007 - May 2009
Kaplan Professional October 2004 - November 2007
Paragon Consulting Group April 2004 - October 2004
Charles Schwab January 1999 - April 2004
GE Capital September 1988 - December 1998
Skills
Change Management, Data Center, RAD, Offshore Outsourcing, Structured Programming, Project Management, Budgets, Staff Development, Program Management, Business Process..., Vendor Management, IT Strategy, SDLC, Business Analysis, Enterprise Architecture, Integration, Agile Methodologies, Leadership, Oracle, SharePoint, Process Improvement, Requirements Analysis, Software Development, Strategic Planning, Management, Cross-functional Team..., Team Building, CRM, Business Intelligence, Product Management, Business Process, Analysis, Software Project...
Education
DePaul University
Bachelor's degree, Information Technology
San Francisco State University
Liz (Gerhart) Evans Liz (Gerhart) Evans's Charles Schwab Experience 2010 - Present
Job Investment Product Management | Marketing | Strategic Relationship Management
Industry Financial Services
Experience
Charles Schwab 2010 - Present
Charles Schwab 2009 - 2010
Charles Schwab 2006 - 2009
First Data Corporation 2005 - 2006
Charles Schwab 1997 - 2005
Stein Roe and Farnham, Inc. 1994 - 1997
Oppenheimer & Co. 1992 - 1994
Alliance Maritime Investments, SAM 1989 - 1992
Speedo International Ltd 1988 - 1989
Skills
Mutual Funds, Investments, Asset Management, Financial Services, Investment Strategies, Management, Product Management, Alternative Investments, Equities, Strategy, Portfolio Management, ETFs, Marketing, Relationship Management, Marketing Communications, Product Marketing
Education
Denison University
Northwestern University
Charles Schwab 2010 - Present
Charles Schwab 2009 - 2010
Charles Schwab 2006 - 2009
First Data Corporation 2005 - 2006
Charles Schwab 1997 - 2005
Stein Roe and Farnham, Inc. 1994 - 1997
Oppenheimer & Co. 1992 - 1994
Alliance Maritime Investments, SAM 1989 - 1992
Speedo International Ltd 1988 - 1989
Skills
Mutual Funds, Investments, Asset Management, Financial Services, Investment Strategies, Management, Product Management, Alternative Investments, Equities, Strategy, Portfolio Management, ETFs, Marketing, Relationship Management, Marketing Communications, Product Marketing
Education
Denison University
Northwestern University
Janet Nabring-Stager's Charles Schwab Experience 1997 - 2001
Job Senior Business Analyst IT at KeyBank
Industry Internet
Experience
C.TRAC March 2013 - November 2013
Knotice February 2012 - March 2013
US Endoscopy September 2009 - December 2011
Rosetta 2007 - September 2009
Hyland Software May 2006 - October 2007
Invacare March 2003 - May 2006
Chicago Historical Society March 2001 - March 2003
Chicago History Museum March 2001 - March 2003
Charles Schwab 1997 - 2001
Skills
Digital Marketing, Interactive Marketing, Interactive Media, Interactive Advertising, Interactive Production, Interactive Solutions, Interactive Strategy, Digital Media, Digital Strategy, Online Marketing, Online Advertising, Internet Strategy, Project Planning, Project Implementation, Web Project Management, Multimedia Project..., Website Redesign, Email Marketing, Online Video, Business Analysis, Analytics, Requirements Analysis, Competitive Analysis, Market Analysis, Technical Analysis, Web Solutions, Social Media Marketing, Campaign Management, Campaign Development, Campaign Planning, Campaign Optimization, Campaign Execution, HTML, DoubleClick, Web Content Management, Website Management, Google Analytics, Google Adwords, Google Webmaster Tools, Client Engagement, Web Marketing, Advertising, Web Design, Content Management, Strategy, ExactTarget, Interactive Media..., Web Analytics, E-commerce
Education
DePaul University 1999 — 2002
MS, Computer Science
University of Cincinnati 1992 — 1997
BA, English Literature
Aurora 1988 — 1992
C.TRAC March 2013 - November 2013
Knotice February 2012 - March 2013
US Endoscopy September 2009 - December 2011
Rosetta 2007 - September 2009
Hyland Software May 2006 - October 2007
Invacare March 2003 - May 2006
Chicago Historical Society March 2001 - March 2003
Chicago History Museum March 2001 - March 2003
Charles Schwab 1997 - 2001
Skills
Digital Marketing, Interactive Marketing, Interactive Media, Interactive Advertising, Interactive Production, Interactive Solutions, Interactive Strategy, Digital Media, Digital Strategy, Online Marketing, Online Advertising, Internet Strategy, Project Planning, Project Implementation, Web Project Management, Multimedia Project..., Website Redesign, Email Marketing, Online Video, Business Analysis, Analytics, Requirements Analysis, Competitive Analysis, Market Analysis, Technical Analysis, Web Solutions, Social Media Marketing, Campaign Management, Campaign Development, Campaign Planning, Campaign Optimization, Campaign Execution, HTML, DoubleClick, Web Content Management, Website Management, Google Analytics, Google Adwords, Google Webmaster Tools, Client Engagement, Web Marketing, Advertising, Web Design, Content Management, Strategy, ExactTarget, Interactive Media..., Web Analytics, E-commerce
Education
DePaul University 1999 — 2002
MS, Computer Science
University of Cincinnati 1992 — 1997
BA, English Literature
Aurora 1988 — 1992
Lise-Lotte Smith's Charles Schwab Experience August 2015 - Present
Job Director Credit Research, Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab August 2015 - Present
BlackRock December 2009 - July 2015
Barclays Global Investors May 2005 - November 2009
Banc One Capital Markets February 2001 - September 2002
Carnegie Investment Bank August 1999 - February 2001
Skills
Securitization, ABS, Residential Mortgages, Structured Finance, Structured Products, Credit Risk, Fixed Income, Hedge Funds, Money Market, Cash Management, ABCP, Capital Markets, Derivatives, Risk Management, Quantitative, Swedish, Teamwork, Self-directed, Volunteer Engagement, MBS
Education
Jönköping University 1995 — 1999
MSc, Business Administration, Finance
DePaul University 1998 — 1998
Charles Schwab August 2015 - Present
BlackRock December 2009 - July 2015
Barclays Global Investors May 2005 - November 2009
Banc One Capital Markets February 2001 - September 2002
Carnegie Investment Bank August 1999 - February 2001
Skills
Securitization, ABS, Residential Mortgages, Structured Finance, Structured Products, Credit Risk, Fixed Income, Hedge Funds, Money Market, Cash Management, ABCP, Capital Markets, Derivatives, Risk Management, Quantitative, Swedish, Teamwork, Self-directed, Volunteer Engagement, MBS
Education
Jönköping University 1995 — 1999
MSc, Business Administration, Finance
DePaul University 1998 — 1998
Susan Jackson Learned's Charles Schwab Experience May 1998 - May 2001
Job Consultant at SLI Global Solutions
Industry Information Services
Experience
SLI Global Solutions January 2013 - Present
Crowe Horwath LLP May 2012 - December 2012
SLI Global Solutions January 2010 - May 2012
SysTest Labs January 2010 - September 2010
Independant Consultant August 2008 - January 2010
Sequoia Consulting Group September 2004 - June 2008
NA January 2002 - April 2004
Midtown Mental Health August 2002 - November 2003
Charles Schwab May 1998 - May 2001
Skills
Information Technology, Management, Quality Assurance, Business Process..., Testing, Business Analysis, Process Improvement, SDLC, Project Management, Program Management, Change Management, Strategic Planning, Management Consulting, Requirements Analysis, Business Process
Education
DePauw University 1994 — 1998
Bachelor of Science (BS), Sociology
SLI Global Solutions January 2013 - Present
Crowe Horwath LLP May 2012 - December 2012
SLI Global Solutions January 2010 - May 2012
SysTest Labs January 2010 - September 2010
Independant Consultant August 2008 - January 2010
Sequoia Consulting Group September 2004 - June 2008
NA January 2002 - April 2004
Midtown Mental Health August 2002 - November 2003
Charles Schwab May 1998 - May 2001
Skills
Information Technology, Management, Quality Assurance, Business Process..., Testing, Business Analysis, Process Improvement, SDLC, Project Management, Program Management, Change Management, Strategic Planning, Management Consulting, Requirements Analysis, Business Process
Education
DePauw University 1994 — 1998
Bachelor of Science (BS), Sociology
Carol Soibelman's Charles Schwab Experience 1983 - 1999
Job Student at Diablo Valley College
Industry Arts and Crafts
Experience
Charles Schwab 1983 - 1999
Education
Diablo Valley College 2003 — 2007
Charles Schwab 1983 - 1999
Education
Diablo Valley College 2003 — 2007
Chandra Ramu's Charles Schwab Experience 1995 - 1997
Job Technology Leader
Industry Information Technology and Services
Experience
Teaching Machine, Inc. March 2005 - June 2014
Sun Microsystems 1997 - 2005
Charles Schwab 1995 - 1997
Bantam Doubleday Dell 1993 - 1995
Shearson Lehman Brothers 1992 - 1993
Computer Associates, Inc 1990 - 1993
United Nations Development Programme 1987 - 1990
Skills
Start-ups, Management, SaaS, Curriculum Design, Teaching, Strategic Partnerships, Cloud Computing, Product Management, Product Marketing, Go-to-market Strategy, Program Management, Sales Process, Training, Strategic Planning, Sales, E-Learning, Enterprise Software, Marketing, Entrepreneurship, Leadership, Strategy, CRM, Salesforce.com, Lead Generation, Business Development, Management Consulting, E-commerce, Team Leadership, Product Development, Sales Operations, Channel Partners, Marketing Strategy, Solution Selling, Consulting, Competitive Analysis, Demand Generation, Business Strategy, Business Alliances, Sales Enablement, Executive Management, Mobile Devices, Cross-functional Team..., Online Marketing, Analytics, Team Management, Team Building, Business Planning, New Business Development, Professional Services, Partner Management
Education
University of South Carolina-Columbia 1983 — 1985
M.S., Computer Science
Delhi University 1972 — 1976
Bachelor's degree, Mathematics & Accounting
Teaching Machine, Inc. March 2005 - June 2014
Sun Microsystems 1997 - 2005
Charles Schwab 1995 - 1997
Bantam Doubleday Dell 1993 - 1995
Shearson Lehman Brothers 1992 - 1993
Computer Associates, Inc 1990 - 1993
United Nations Development Programme 1987 - 1990
Skills
Start-ups, Management, SaaS, Curriculum Design, Teaching, Strategic Partnerships, Cloud Computing, Product Management, Product Marketing, Go-to-market Strategy, Program Management, Sales Process, Training, Strategic Planning, Sales, E-Learning, Enterprise Software, Marketing, Entrepreneurship, Leadership, Strategy, CRM, Salesforce.com, Lead Generation, Business Development, Management Consulting, E-commerce, Team Leadership, Product Development, Sales Operations, Channel Partners, Marketing Strategy, Solution Selling, Consulting, Competitive Analysis, Demand Generation, Business Strategy, Business Alliances, Sales Enablement, Executive Management, Mobile Devices, Cross-functional Team..., Online Marketing, Analytics, Team Management, Team Building, Business Planning, New Business Development, Professional Services, Partner Management
Education
University of South Carolina-Columbia 1983 — 1985
M.S., Computer Science
Delhi University 1972 — 1976
Bachelor's degree, Mathematics & Accounting
Benjamin Stein's Charles Schwab Experience March 2013 - Present
Job VP Distributed Infrastructure at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab September 2011 - March 2013
optionsXpress 2001 - September 2011
art.com - Getty images 1999 - 2001
DePaul University April 1997 - November 1999
Skills
Virtualization, Enterprise Architecture, Storage, Storage Area Networks, F5 BigIP, Microsoft SQL Server, Financial Services, Market Data, Disaster Recovery
Education
DePaul University 1995 — 2002
Bachelor of Science (B.S.), Computer Science
Charles Schwab March 2013 - Present
Charles Schwab September 2011 - March 2013
optionsXpress 2001 - September 2011
art.com - Getty images 1999 - 2001
DePaul University April 1997 - November 1999
Skills
Virtualization, Enterprise Architecture, Storage, Storage Area Networks, F5 BigIP, Microsoft SQL Server, Financial Services, Market Data, Disaster Recovery
Education
DePaul University 1995 — 2002
Bachelor of Science (B.S.), Computer Science
Margeaux Holloway's Charles Schwab Experience January 1995 - January 2002
Job Administrator
Industry Human Resources
Experience
Lawrence Berkeley National Labs August 2009 - August 2010
Lawrence Construction, Inc. August 2007 - August 2008
UCSF June 2006 - January 2007
UCSF April 2006 - June 2006
Charles Schwab January 1995 - January 2002
McCall April 1992 - January 1995
Skills
Budget Setting, Budget Monitoring, Event Planning, Event Management, Executive Level..., Facilities Management, MS Project, Microsoft Office, Project Planning, Project Coordination, Staff Supervision, Human Resources, Vendorr Management
Education
Diablo Valley College 1973 — 1974
Completed Coursework, Business Administration
Lawrence Berkeley National Labs August 2009 - August 2010
Lawrence Construction, Inc. August 2007 - August 2008
UCSF June 2006 - January 2007
UCSF April 2006 - June 2006
Charles Schwab January 1995 - January 2002
McCall April 1992 - January 1995
Skills
Budget Setting, Budget Monitoring, Event Planning, Event Management, Executive Level..., Facilities Management, MS Project, Microsoft Office, Project Planning, Project Coordination, Staff Supervision, Human Resources, Vendorr Management
Education
Diablo Valley College 1973 — 1974
Completed Coursework, Business Administration
Krochmal, David's Charles Schwab Experience March 1991 - March 2001
Job CONSULTANT at ROSEN HONDA
Industry Automotive
Experience
ROSEN HONDA August 2001 - Present
Rosen Motors Inc. 2001 - Present
American Honda Motor Company, Inc. March 2001 - March 2012
Charles Schwab March 1991 - March 2001
Education
Diablo Valley College 1989 — 1991
De La Salle 1984 — 1988
ROSEN HONDA August 2001 - Present
Rosen Motors Inc. 2001 - Present
American Honda Motor Company, Inc. March 2001 - March 2012
Charles Schwab March 1991 - March 2001
Education
Diablo Valley College 1989 — 1991
De La Salle 1984 — 1988
Don Cuba's Charles Schwab Experience September 2001 - September 2003
Job Lead Analyst, CME Group
Industry Financial Services
Experience
CME Group September 2003 - Present
St. Xavier University January 2002 - Present
Charles Schwab September 2001 - September 2003
Morgan Stanley May 1987 - June 2001
GNP Commodities September 1985 - May 1987
TMG ( Transmarket Group ) September 1984 - September 1985
Skills
Options, Electronic Trading, Derivatives, Trading Systems, Fixed Income, Equities, Financial Markets, Hedge Funds, Trading, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
M.B.A., Finance
DePaul University 1978 — 1982
B.S.S., Marketing
CME Group September 2003 - Present
St. Xavier University January 2002 - Present
Charles Schwab September 2001 - September 2003
Morgan Stanley May 1987 - June 2001
GNP Commodities September 1985 - May 1987
TMG ( Transmarket Group ) September 1984 - September 1985
Skills
Options, Electronic Trading, Derivatives, Trading Systems, Fixed Income, Equities, Financial Markets, Hedge Funds, Trading, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
M.B.A., Finance
DePaul University 1978 — 1982
B.S.S., Marketing
Kelley Dean-Crowley, PMP's Charles Schwab Experience December 2007 - Present
Job Senior Project Manager
Industry Financial Services
Experience
Charles Schwab December 2007 - Present
Ceallach Dyes 2006 - Present
Green Non-Profits Handbook 2009 - 2009
Taproot Foundation February 2008 - December 2008
Exadel March 2007 - October 2007
Bank of America February 1994 - January 2007
Skills
Team Building, SDLC, Integration, Risk Management, Process Improvement, Project Management, Business Process, Project Planning, Requirements Gathering, Management, Six Sigma, Solution Architecture, Analysis, Product Development, Software Project..., Business Analysis, Agile Project Management, Project Portfolio..., PMO, Program Management, Visio, Agile Methodologies, PMP, Requirements Analysis, Vendor Management, Business Requirements, MS Project, SharePoint, Resource Management, Waterfall, Project Delivery, Financial Services, Banking, E-commerce, Financial Risk, Business Process..., Telecommunications, IT Strategy, Foreign Exchange, FX Operations, FX Options, Capital Markets, FX trading
Education
University of California, Davis 1990 — 1992
BA
Diablo Valley College 1988 — 1990
Charles Schwab December 2007 - Present
Ceallach Dyes 2006 - Present
Green Non-Profits Handbook 2009 - 2009
Taproot Foundation February 2008 - December 2008
Exadel March 2007 - October 2007
Bank of America February 1994 - January 2007
Skills
Team Building, SDLC, Integration, Risk Management, Process Improvement, Project Management, Business Process, Project Planning, Requirements Gathering, Management, Six Sigma, Solution Architecture, Analysis, Product Development, Software Project..., Business Analysis, Agile Project Management, Project Portfolio..., PMO, Program Management, Visio, Agile Methodologies, PMP, Requirements Analysis, Vendor Management, Business Requirements, MS Project, SharePoint, Resource Management, Waterfall, Project Delivery, Financial Services, Banking, E-commerce, Financial Risk, Business Process..., Telecommunications, IT Strategy, Foreign Exchange, FX Operations, FX Options, Capital Markets, FX trading
Education
University of California, Davis 1990 — 1992
BA
Diablo Valley College 1988 — 1990
Lisa Czepiel, PMP's Charles Schwab Experience March 2015 - Present
Job Senior Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2015 - Present
Bank of America November 2006 - Present
HSBC 1997 - 2006
Skills
SDLC, IT Strategy, Process Improvement, Visio, Software Project..., Agile Methodologies, SQL, PMO, PMP, Project Management, Trading Systems, Financial Services, Change Management, User Acceptance Testing, Derivatives, SharePoint, Agile Project Management, Scrum, Banking, Vendor Management, Risk Management, Business Analysis, Requirements Analysis
Education
DePaul University 2002 — 2005
MS, Information Systems
North Central College 1992 — 1996
BS, Accounting
Schaumburg High School 1989 — 1992
Charles Schwab March 2015 - Present
Bank of America November 2006 - Present
HSBC 1997 - 2006
Skills
SDLC, IT Strategy, Process Improvement, Visio, Software Project..., Agile Methodologies, SQL, PMO, PMP, Project Management, Trading Systems, Financial Services, Change Management, User Acceptance Testing, Derivatives, SharePoint, Agile Project Management, Scrum, Banking, Vendor Management, Risk Management, Business Analysis, Requirements Analysis
Education
DePaul University 2002 — 2005
MS, Information Systems
North Central College 1992 — 1996
BS, Accounting
Schaumburg High School 1989 — 1992
Daniel Ryba, CFP®'s Charles Schwab Experience 1998 - 1999
Job Head of Futures Planning and Implementation
Industry Financial Services
Experience
OptionsHouse June 2015 - Present
CME Group August 2013 - June 2015
E*TRADE Financial December 2004 - August 2013
Iowa Grain Company September 2001 - October 2004
TD Waterhouse 1999 - 2001
American Express Financial Advisors 1999 - 1999
Charles Schwab 1998 - 1999
Skills
Trading, Risk Management, Derivatives, ALM, Financial Risk, Valuation, Options Strategies, Hedge Funds, FX Options, Hedging, Electronic Trading, Investments, Series 24, Risk Analytics, Settlement, Options, Wealth Management..., Fixed Income, Proprietary Trading, Commodity, Finance, VAR, Capital Markets, Series 7, Trading Systems, Money Market, Portfolio Management, Financial Markets, Securities Lending, Trading Strategies, Operational Risk..., Securities, Alternative Investments, Equities, Equity Derivatives, Equity Trading, FINRA, Bloomberg
Education
DePaul University 2007 — 2008
CFP Advanced Degree, Financial Planning
St. Ambrose University 1994 — 1998
B.S, Finance
OptionsHouse June 2015 - Present
CME Group August 2013 - June 2015
E*TRADE Financial December 2004 - August 2013
Iowa Grain Company September 2001 - October 2004
TD Waterhouse 1999 - 2001
American Express Financial Advisors 1999 - 1999
Charles Schwab 1998 - 1999
Skills
Trading, Risk Management, Derivatives, ALM, Financial Risk, Valuation, Options Strategies, Hedge Funds, FX Options, Hedging, Electronic Trading, Investments, Series 24, Risk Analytics, Settlement, Options, Wealth Management..., Fixed Income, Proprietary Trading, Commodity, Finance, VAR, Capital Markets, Series 7, Trading Systems, Money Market, Portfolio Management, Financial Markets, Securities Lending, Trading Strategies, Operational Risk..., Securities, Alternative Investments, Equities, Equity Derivatives, Equity Trading, FINRA, Bloomberg
Education
DePaul University 2007 — 2008
CFP Advanced Degree, Financial Planning
St. Ambrose University 1994 — 1998
B.S, Finance
Larry Carlos's Charles Schwab Experience June 2004 - October 2004
Job Program Manager Gas Transmission Systems
Industry Management Consulting
Experience
Gas Transmission Systems January 2015 - Present
Pacific Gas and Electric Company May 2014 - Present
Cisco Systems December 2008 - 2012
Safeway September 2006 - October 2008
AT&T April 2005 - September 2006
Charles Schwab June 2004 - October 2004
Pacific Gas & Electric June 2003 - June 2004
Pacific Gas and Electric Company July 2002 - January 2003
Charles Schwab July 2001 - October 2001
Charles Schwab May 1999 - December 2000
Skills
Team Building, Business Process, Budget, SDLC, Requirements Analysis, Process Improvement, Agile Methodologies, Mobilization, Project Manager..., Oracle Applications, Budgets, Business Intelligence, Project Management, PMO, Integration, Cross-functional Team..., Strategy, Software Documentation, Testing, Quality Assurance, Management, Enterprise Software, ERP, Solution Architecture, Requirements Gathering, Business Analysis, Vendor Management, Business Process..., Visio, User Acceptance Testing, Project Planning, Analysis, Training, Software Development, Databases, Leadership, E-commerce, Information Technology, CRM, Recruiting, Project Portfolio..., Strategic Planning, Resource Management, Human Resources, Sourcing, Consulting, Team Leadership, Telecommunications, IT Management, Program Management
Education
University of Phoenix
BSBA, Business Administration and Management
Diablo Valley College
Associate of Arts (AA), Music Performance, General
Gas Transmission Systems January 2015 - Present
Pacific Gas and Electric Company May 2014 - Present
Cisco Systems December 2008 - 2012
Safeway September 2006 - October 2008
AT&T April 2005 - September 2006
Charles Schwab June 2004 - October 2004
Pacific Gas & Electric June 2003 - June 2004
Pacific Gas and Electric Company July 2002 - January 2003
Charles Schwab July 2001 - October 2001
Charles Schwab May 1999 - December 2000
Skills
Team Building, Business Process, Budget, SDLC, Requirements Analysis, Process Improvement, Agile Methodologies, Mobilization, Project Manager..., Oracle Applications, Budgets, Business Intelligence, Project Management, PMO, Integration, Cross-functional Team..., Strategy, Software Documentation, Testing, Quality Assurance, Management, Enterprise Software, ERP, Solution Architecture, Requirements Gathering, Business Analysis, Vendor Management, Business Process..., Visio, User Acceptance Testing, Project Planning, Analysis, Training, Software Development, Databases, Leadership, E-commerce, Information Technology, CRM, Recruiting, Project Portfolio..., Strategic Planning, Resource Management, Human Resources, Sourcing, Consulting, Team Leadership, Telecommunications, IT Management, Program Management
Education
University of Phoenix
BSBA, Business Administration and Management
Diablo Valley College
Associate of Arts (AA), Music Performance, General
Emogene Thomas's Charles Schwab Experience June 1989 - April 1995
Job Clerical Aide to Deputy Clerk
Industry Government Administration
Experience
City of Martinez March 2010 - Present
City of Martinez March 2010 - Present
San Francisco Chronicle 1995 - 2009
Charles Schwab June 1989 - April 1995
Education
Diablo Valley College
2 year General Ed.
City of Martinez March 2010 - Present
City of Martinez March 2010 - Present
San Francisco Chronicle 1995 - 2009
Charles Schwab June 1989 - April 1995
Education
Diablo Valley College
2 year General Ed.
Wendy Lau, CAPM's Charles Schwab Experience 2008 - Present
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Charles Schwab 2008 - Present
Charles Schwab 2006 - 2009
Charles Schwab 2002 - 2006
Charles Schwab 2000 - 2002
Bank of America 1999 - 2000
Bank of America 1997 - 2000
Skills
Project Management, Business Analysis, Visio, Customer Service, Requirements Gathering, PMO, Requirements Analysis, Process Improvement, IT Strategy, MS Project, Financial Services, Risk Management, Enterprise Architecture, Business Intelligence, Software Documentation, Business Process..., BMC Remedy, Software Development, Portfolio Management, Analysis, SQL, Software Project..., Quality Assurance, Program Management, Project Portfolio..., ITIL, PMP
Education
RMC Project Management 2010 — 2010
CAPM Certified, Project Management
San Francisco State University 1990 — 1995
Bachelor of Arts, Commercial Interior Design / Minor in Business
Charles Schwab - Technical Mentoring Program
2006 - 2007
Diablo Valley College
1999-2000: Computer and Information Science Certificate of Achievement
Hammer & Company / Business Enterprise Mapping, Inc.
2007-2008: Mastery of Process Mapping
PMI- Project Management Institute
2000; Networking Essential/ Information Technology Trends and Directions
Charles Schwab 2008 - Present
Charles Schwab 2006 - 2009
Charles Schwab 2002 - 2006
Charles Schwab 2000 - 2002
Bank of America 1999 - 2000
Bank of America 1997 - 2000
Skills
Project Management, Business Analysis, Visio, Customer Service, Requirements Gathering, PMO, Requirements Analysis, Process Improvement, IT Strategy, MS Project, Financial Services, Risk Management, Enterprise Architecture, Business Intelligence, Software Documentation, Business Process..., BMC Remedy, Software Development, Portfolio Management, Analysis, SQL, Software Project..., Quality Assurance, Program Management, Project Portfolio..., ITIL, PMP
Education
RMC Project Management 2010 — 2010
CAPM Certified, Project Management
San Francisco State University 1990 — 1995
Bachelor of Arts, Commercial Interior Design / Minor in Business
Charles Schwab - Technical Mentoring Program
2006 - 2007
Diablo Valley College
1999-2000: Computer and Information Science Certificate of Achievement
Hammer & Company / Business Enterprise Mapping, Inc.
2007-2008: Mastery of Process Mapping
PMI- Project Management Institute
2000; Networking Essential/ Information Technology Trends and Directions
Snigdha Chandra's Charles Schwab Experience December 2012 - November 2013
Job Project Specialist
Industry Information Technology and Services
Experience
Genentech December 2014 - Present
Gap November 2013 - October 2014
Charles Schwab December 2012 - November 2013
Lawrence Berkeley National Laboratory July 2012 - October 2012
AAA Northern California, Nevada & Utah Insurance Exchange June 2011 - December 2011
Wells Fargo April 2011 - June 2011
AAA Northern California, Nevada & Utah Insurance Exchange March 2010 - December 2010
MobiTV March 2007 - August 2009
Sprint January 2006 - December 2006
Convergys January 2005 - January 2006
Skills
Project Management, Business Analysis, Tracking, Vendor Management, Program Documentation, Ms Project, Visio, Mobile Devices, Cross-functional Team..., Management, CRM, PMP, Mobile Applications, Quality Assurance, Requirements Analysis, Integration, Program Management, Product Management, Team Facilitation
Education
UC Berkeley 2010 — 2010
Project Management, Project Management
Delhi University 1992 — 1995
Bachelors, Ecomomics
Genentech December 2014 - Present
Gap November 2013 - October 2014
Charles Schwab December 2012 - November 2013
Lawrence Berkeley National Laboratory July 2012 - October 2012
AAA Northern California, Nevada & Utah Insurance Exchange June 2011 - December 2011
Wells Fargo April 2011 - June 2011
AAA Northern California, Nevada & Utah Insurance Exchange March 2010 - December 2010
MobiTV March 2007 - August 2009
Sprint January 2006 - December 2006
Convergys January 2005 - January 2006
Skills
Project Management, Business Analysis, Tracking, Vendor Management, Program Documentation, Ms Project, Visio, Mobile Devices, Cross-functional Team..., Management, CRM, PMP, Mobile Applications, Quality Assurance, Requirements Analysis, Integration, Program Management, Product Management, Team Facilitation
Education
UC Berkeley 2010 — 2010
Project Management, Project Management
Delhi University 1992 — 1995
Bachelors, Ecomomics
Jill Steensrud's Charles Schwab Experience August 2007 - January 2009
Job Project Coordinator at Wells Fargo
Industry Human Resources
Experience
Wells Fargo May 2013 - Present
Wells Fargo October 2010 - May 2013
Lawrence Berkeley National Laboratory October 2009 - April 2010
Nexant September 2009 - November 2009
Charles Schwab August 2007 - January 2009
wells fargo July 2004 - August 2007
Skills
Talent Acquisition, Recruiting, Administrative..., Corporate Events, Event Planning, Restaurant Management, Project Management
Education
UC Berkeley 2007 — 2010
Certificate in Human Resource Management
San Francisco State University 2003 — 2004
B.A in Psychology
Diablo Valley College 1999 — 2003
Associate of Arts (A.A.)
Wells Fargo May 2013 - Present
Wells Fargo October 2010 - May 2013
Lawrence Berkeley National Laboratory October 2009 - April 2010
Nexant September 2009 - November 2009
Charles Schwab August 2007 - January 2009
wells fargo July 2004 - August 2007
Skills
Talent Acquisition, Recruiting, Administrative..., Corporate Events, Event Planning, Restaurant Management, Project Management
Education
UC Berkeley 2007 — 2010
Certificate in Human Resource Management
San Francisco State University 2003 — 2004
B.A in Psychology
Diablo Valley College 1999 — 2003
Associate of Arts (A.A.)
Monika Orrey's Charles Schwab Experience May 2000 - Present
Job Retirement Plan Services Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Trust Company 2004 - Present
Charles Schwab May 2000 - Present
Education
Diablo Valley College 2008 — 2010
Charles Schwab Trust Company 2004 - Present
Charles Schwab May 2000 - Present
Education
Diablo Valley College 2008 — 2010
Kent Works's Charles Schwab Experience September 1999 - December 2004
Job Bank Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank October 2007 - Present
Fifth Third Bank January 2005 - October 2007
Charles Schwab September 1999 - December 2004
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Consumer Lending, Loans, Credit
Education
DePauw University 1995 — 1999
BMO Harris Bank October 2007 - Present
Fifth Third Bank January 2005 - October 2007
Charles Schwab September 1999 - December 2004
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Consumer Lending, Loans, Credit
Education
DePauw University 1995 — 1999
Cheryl Grauman's Charles Schwab Experience January 1999 - October 2002
Job Executive Assistant
Industry Banking
Experience
JPMorgan Chase March 2003 - August 2009
Charles Schwab January 1999 - October 2002
Hewitt Associates May 1990 - August 1996
Skills
Administrative..., Travel Arrangements, Management, Budgets, Organizational..., Human Resources, Risk Management, Time Management
Education
Diablo Valley College
General Education
JPMorgan Chase March 2003 - August 2009
Charles Schwab January 1999 - October 2002
Hewitt Associates May 1990 - August 1996
Skills
Administrative..., Travel Arrangements, Management, Budgets, Organizational..., Human Resources, Risk Management, Time Management
Education
Diablo Valley College
General Education
Donna Nitto's Charles Schwab Experience October 2000 - January 2004
Job Project Manager Life Cycle Management Infrastucture at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT August 2012 - Present
Kforce 2012 - 2013
PG&E October 2009 - November 2011
Charles Schwab Bank October 2000 - January 2009
Charles Schwab October 2000 - January 2004
Bank of America January 1996 - October 2000
Bank of America January 1985 - January 1996
Phoenix Baptist Hospital June 1979 - January 1985
Skills
JCL, COBOL, Fileaid, DB2, Visio, Operating Systems, ClearQuest, Visual Basic, SQL, REXX, Word, Web Applications, Project Coordination, Mainframe, MS Project, User Acceptance Testing, Unix, Release Management, Software Configuration..., Quality Assurance, Business Analysis, Remedy, Quality Center, Requirements Analysis, SQL Server, Databases, Testing, ITIL, Software Project..., Access, Windows, Websphere, Agile, RUP, Teradata, XML, HTML, Clarity, Documentation, ClearCase, Application Development
Education
Diablo Valley College
AA, Computer Science
Kaiser Permanente IT August 2012 - Present
Kforce 2012 - 2013
PG&E October 2009 - November 2011
Charles Schwab Bank October 2000 - January 2009
Charles Schwab October 2000 - January 2004
Bank of America January 1996 - October 2000
Bank of America January 1985 - January 1996
Phoenix Baptist Hospital June 1979 - January 1985
Skills
JCL, COBOL, Fileaid, DB2, Visio, Operating Systems, ClearQuest, Visual Basic, SQL, REXX, Word, Web Applications, Project Coordination, Mainframe, MS Project, User Acceptance Testing, Unix, Release Management, Software Configuration..., Quality Assurance, Business Analysis, Remedy, Quality Center, Requirements Analysis, SQL Server, Databases, Testing, ITIL, Software Project..., Access, Windows, Websphere, Agile, RUP, Teradata, XML, HTML, Clarity, Documentation, ClearCase, Application Development
Education
Diablo Valley College
AA, Computer Science
Tammy (Saileanu) Dechert's Charles Schwab Experience May 2006 - September 2013
Job Network Engineer
Industry Information Technology and Services
Experience
Planet Payment January 2014 - Present
Charles Schwab May 2006 - September 2013
Cisco Systems 2005 - 2006
Conxion Corporation June 1999 - February 2001
Skills
Network Engineering, Disaster Recovery, Routing, DNS, DHCP, Data Center, Network Security, Vendor Management, Troubleshooting, Integration, Enterprise Architecture, Risk Managment, Project Management, Mentoring New Hires, Pre-sales, Presentations, Technical Editing, Call Center, Checkpoint Security, Fortinet, Cisco Nexus
Education
West Valley College 2002 — 2003
Associates, General Studies
Diablo Valley College 1995 — 1996
General Studies
Planet Payment January 2014 - Present
Charles Schwab May 2006 - September 2013
Cisco Systems 2005 - 2006
Conxion Corporation June 1999 - February 2001
Skills
Network Engineering, Disaster Recovery, Routing, DNS, DHCP, Data Center, Network Security, Vendor Management, Troubleshooting, Integration, Enterprise Architecture, Risk Managment, Project Management, Mentoring New Hires, Pre-sales, Presentations, Technical Editing, Call Center, Checkpoint Security, Fortinet, Cisco Nexus
Education
West Valley College 2002 — 2003
Associates, General Studies
Diablo Valley College 1995 — 1996
General Studies
Cynthia Adams, PMP's Charles Schwab Experience February 2014 - September 2014
Job Implementation Manager at Airbnb
Industry Information Technology and Services
Experience
Airbnb October 2014 - Present
Charles Schwab February 2014 - September 2014
Bank of the West September 2011 - February 2013
Charles Schwab 2007 - September 2012
Charles Schwab Bank June 2007 - January 2011
JP Morgan Chase 2003 - 2005
Skills
SDLC, Agile Methodologies, Vendor Management, Software Project..., Data Warehousing, Business Analysis, Unix, Requirements Analysis, Integration, Program Management, Process Improvement, SQL, Web Services, Oracle, Business Intelligence, XML, Visio, IT Strategy, Scrum, SOA, Cloud Computing, Data Center, PMO
Education
Denison University 1992 — 1996
BS, Computer Science
Airbnb October 2014 - Present
Charles Schwab February 2014 - September 2014
Bank of the West September 2011 - February 2013
Charles Schwab 2007 - September 2012
Charles Schwab Bank June 2007 - January 2011
JP Morgan Chase 2003 - 2005
Skills
SDLC, Agile Methodologies, Vendor Management, Software Project..., Data Warehousing, Business Analysis, Unix, Requirements Analysis, Integration, Program Management, Process Improvement, SQL, Web Services, Oracle, Business Intelligence, XML, Visio, IT Strategy, Scrum, SOA, Cloud Computing, Data Center, PMO
Education
Denison University 1992 — 1996
BS, Computer Science
Kapil Malhotra's Charles Schwab Experience September 2014 - January 2015
Job IT Business Analyst at AssetMark Inc.
Industry Information Technology and Services
Experience
AssetMark July 2015 - Present
Bank of the West January 2015 - July 2015
Charles Schwab September 2014 - January 2015
Serene Corporation December 2009 - October 2014
Bank of the West September 2008 - November 2009
Capital One October 2007 - September 2008
National City Bank December 2006 - September 2007
Orange PCS March 2006 - November 2006
Skills
Business Analysis, CRM, Testing, Project Management, Requirements Analysis, Enterprise Architecture, Financial Reporting, Financial Accounting, Solution Architecture, Data Analysis, Siebel, Business Intelligence, Integration
Education
Institute of Management Technology, Ghaziabad 2001 — 2003
Post Graduate Diploma in Business Administration, Finance and Financial Management Services
Delhi University 1997 — 2000
Bachelor of Commerce (B.Com.), Finance, General
AssetMark July 2015 - Present
Bank of the West January 2015 - July 2015
Charles Schwab September 2014 - January 2015
Serene Corporation December 2009 - October 2014
Bank of the West September 2008 - November 2009
Capital One October 2007 - September 2008
National City Bank December 2006 - September 2007
Orange PCS March 2006 - November 2006
Skills
Business Analysis, CRM, Testing, Project Management, Requirements Analysis, Enterprise Architecture, Financial Reporting, Financial Accounting, Solution Architecture, Data Analysis, Siebel, Business Intelligence, Integration
Education
Institute of Management Technology, Ghaziabad 2001 — 2003
Post Graduate Diploma in Business Administration, Finance and Financial Management Services
Delhi University 1997 — 2000
Bachelor of Commerce (B.Com.), Finance, General
Greg Laurence, CFP®, CIMA®, AIF®'s Charles Schwab Experience February 2013 - Present
Job Managing Director Investment SolutionsAdvisors at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab July 2009 - Present
Oberweis Asset Management April 2007 - September 2008
Wilshire Associates 2005 - 2007
Deutsche Asset Management January 2000 - November 2005
Education
Investment Management Education Program - Chicago Booth School of Business 2013 — 2013
CIMA® Program Education
DePaul University 2000 — 2001
Certificate Program in Financial Planning
University of Iowa 1988 — 1992
BA, Political Science, Economics
Charles Schwab February 2013 - Present
Charles Schwab July 2009 - Present
Oberweis Asset Management April 2007 - September 2008
Wilshire Associates 2005 - 2007
Deutsche Asset Management January 2000 - November 2005
Education
Investment Management Education Program - Chicago Booth School of Business 2013 — 2013
CIMA® Program Education
DePaul University 2000 — 2001
Certificate Program in Financial Planning
University of Iowa 1988 — 1992
BA, Political Science, Economics
Lynn Jano, PMP's Charles Schwab Experience August 2015 - Present
Job IT Project Manager at Rêv Worldwide
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Rêv Worldwide March 2015 - May 2015
NFP August 2007 - February 2015
Gartner July 2006 - August 2007
Eze Castle Integration June 2005 - June 2006
DKR Capital December 1997 - June 2004
AIG International Asset Management November 1997 - December 2000
Skills
Microsoft Office 2010, Project Management, Contract Negotiation, Budget Management, Proposal Preparation, Vendor Management, Performance Management, Problem Resolution...
Education
Western Connecticut State University 1987 — 1992
BA, Communications
DePaul University 1993 — 1995
Urban & Economic Development
Charles Schwab August 2015 - Present
Rêv Worldwide March 2015 - May 2015
NFP August 2007 - February 2015
Gartner July 2006 - August 2007
Eze Castle Integration June 2005 - June 2006
DKR Capital December 1997 - June 2004
AIG International Asset Management November 1997 - December 2000
Skills
Microsoft Office 2010, Project Management, Contract Negotiation, Budget Management, Proposal Preparation, Vendor Management, Performance Management, Problem Resolution...
Education
Western Connecticut State University 1987 — 1992
BA, Communications
DePaul University 1993 — 1995
Urban & Economic Development
Bob Neubeck's Charles Schwab Experience March 1995 - January 2006
Job Branch manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2006 - Present
Charles Schwab March 1995 - January 2006
Skills
Budgets, Portfolio Management, Mortgage Lending, Loans, Strategic Planning, Program Management, Time Management, Series 63, Investments, Customer Service, Leadership, Banking, Series 7, Mutual Funds, Retail Banking
Education
DePaul University
Scottrade January 2006 - Present
Charles Schwab March 1995 - January 2006
Skills
Budgets, Portfolio Management, Mortgage Lending, Loans, Strategic Planning, Program Management, Time Management, Series 63, Investments, Customer Service, Leadership, Banking, Series 7, Mutual Funds, Retail Banking
Education
DePaul University
Kenneth M. Siegel's Charles Schwab Experience May 2014 - Present
Job Managing Director, Trading and Operations Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
JPMorgan Chase April 2011 - April 2014
OptionVue Securities Corp January 2007 - April 2011
thinkorswim June 2005 - January 2007
Terra Nova Trading October 2002 - June 2005
Spike Financial Services August 2000 - October 2002
On-Line Investment Services December 1999 - August 2000
William M. Mercer Securities Corp July 1997 - December 1999
TD Waterhouse Investor Services, Inc January 1985 - July 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois State University
BA, Economics
Charles Schwab May 2014 - Present
JPMorgan Chase April 2011 - April 2014
OptionVue Securities Corp January 2007 - April 2011
thinkorswim June 2005 - January 2007
Terra Nova Trading October 2002 - June 2005
Spike Financial Services August 2000 - October 2002
On-Line Investment Services December 1999 - August 2000
William M. Mercer Securities Corp July 1997 - December 1999
TD Waterhouse Investor Services, Inc January 1985 - July 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois State University
BA, Economics
Sarah Lange, CISSP, CEH's Charles Schwab Experience 2000 - 2002
Job at
Industry Computer & Network Security
Experience
Allgress, Inc. February 2015 - Present
Allgress, Inc. January 2012 - Present
Health Net October 2010 - January 2012
Delta Dental June 2007 - October 2010
Naval Sea Systems Command 2006 - 2007
Data Control Corporation 2004 - 2006
Charles Schwab 2000 - 2002
Skills
DIACAP, Information Assurance, NIST, Project Planning, Security, PCI DSS, HIPAA, HITECH, SOX, Application Security, Risk Management, Compliance, FISMA, Security Management, Disaster Recovery, Vulnerability Assessment, Incident Response, Information Security..., Network Security, Information Security, CISSP, Information Technology, Security Policy, Computer Security, Sarbanes-Oxley Act, Vulnerability Management, ISO 27001, IDS, CISA, Security Architecture..., Business Continuity, Intrusion Detection, Computer Forensics, Penetration Testing, CEH, Security Audits, CISM, IT Audit, Security Awareness, Identity Management, IPS, Data Security, Security+, Encryption, Cloud Security, Firewalls, Vulnerability Scanning, PKI, DLP, Cryptography
Education
Diablo Valley College 1993 — 1995
Nursing Major, Computer Science Minor
EC-Council
CEH, Ethical Hacking Techniques
(ISC)2
CISSP, Information Systems Security Professional
Learn IT
Class Only, Cisco Network Associates
Learn IT
MCSE, Microsoft Certified Systems Engineer
Allgress, Inc. February 2015 - Present
Allgress, Inc. January 2012 - Present
Health Net October 2010 - January 2012
Delta Dental June 2007 - October 2010
Naval Sea Systems Command 2006 - 2007
Data Control Corporation 2004 - 2006
Charles Schwab 2000 - 2002
Skills
DIACAP, Information Assurance, NIST, Project Planning, Security, PCI DSS, HIPAA, HITECH, SOX, Application Security, Risk Management, Compliance, FISMA, Security Management, Disaster Recovery, Vulnerability Assessment, Incident Response, Information Security..., Network Security, Information Security, CISSP, Information Technology, Security Policy, Computer Security, Sarbanes-Oxley Act, Vulnerability Management, ISO 27001, IDS, CISA, Security Architecture..., Business Continuity, Intrusion Detection, Computer Forensics, Penetration Testing, CEH, Security Audits, CISM, IT Audit, Security Awareness, Identity Management, IPS, Data Security, Security+, Encryption, Cloud Security, Firewalls, Vulnerability Scanning, PKI, DLP, Cryptography
Education
Diablo Valley College 1993 — 1995
Nursing Major, Computer Science Minor
EC-Council
CEH, Ethical Hacking Techniques
(ISC)2
CISSP, Information Systems Security Professional
Learn IT
Class Only, Cisco Network Associates
Learn IT
MCSE, Microsoft Certified Systems Engineer
Roxane Schofield's Charles Schwab Experience April 1996 - December 1998
Job Field Services Specialist at California Teachers Association (CTA)
Industry Consumer Goods
Experience
California Teachers Association (CTA) August 2011 - Present
The Permanente Medical Group January 2011 - August 2011
JAMS July 2010 - November 2010
Kelly Services February 2010 - June 2010
Feng Shui Emporium September 2007 - October 2009
MegaloMedia, Inc. May 2000 - March 2005
W.A. Whitney September 1999 - April 2000
Interim Personnel Services January 1999 - June 1999
Charles Schwab April 1996 - December 1998
Quantum Consulting August 1992 - March 1996
Skills
Budgets, Customer Service, Lotus Notes, Project Planning, Administrative..., Program Management, Training, Human Resources, PowerPoint, Project Management, Microsoft Excel
Education
Diablo Valley College 1984 — 1986
Computer Science
California Teachers Association (CTA) August 2011 - Present
The Permanente Medical Group January 2011 - August 2011
JAMS July 2010 - November 2010
Kelly Services February 2010 - June 2010
Feng Shui Emporium September 2007 - October 2009
MegaloMedia, Inc. May 2000 - March 2005
W.A. Whitney September 1999 - April 2000
Interim Personnel Services January 1999 - June 1999
Charles Schwab April 1996 - December 1998
Quantum Consulting August 1992 - March 1996
Skills
Budgets, Customer Service, Lotus Notes, Project Planning, Administrative..., Program Management, Training, Human Resources, PowerPoint, Project Management, Microsoft Excel
Education
Diablo Valley College 1984 — 1986
Computer Science
Roger Dickerson's Charles Schwab Experience May 2004 - December 2008
Job Vice President of Finance Operations at Lending Club
Industry Financial Services
Experience
Lending Club April 2012 - Present
Pagemill Partners LLC March 2009 - December 2011
Urban Services YMCA of San Francisco 2005 - June 2011
Charles Schwab May 2004 - December 2008
Blue Pumpkin Software, Coleman Consulting 1999 - 2004
Skills
Business Strategy, Corporate Development, Financial Modeling, Investments, Investment Banking, Financial Analysis, Mergers & Acquisitions, Leadership, Management Consulting, Strategy, Strategic Financial..., Finance, Mergers, Management, Banking
Education
The University of Chicago 1997 — 2000
MBA, International Economics, Strategic Management
DePaul University 1988 — 1993
Bachelor’s Degree, Accounting, Latin American Studies
Gordon Tech
Lending Club April 2012 - Present
Pagemill Partners LLC March 2009 - December 2011
Urban Services YMCA of San Francisco 2005 - June 2011
Charles Schwab May 2004 - December 2008
Blue Pumpkin Software, Coleman Consulting 1999 - 2004
Skills
Business Strategy, Corporate Development, Financial Modeling, Investments, Investment Banking, Financial Analysis, Mergers & Acquisitions, Leadership, Management Consulting, Strategy, Strategic Financial..., Finance, Mergers, Management, Banking
Education
The University of Chicago 1997 — 2000
MBA, International Economics, Strategic Management
DePaul University 1988 — 1993
Bachelor’s Degree, Accounting, Latin American Studies
Gordon Tech
Jennifer Shintani's Charles Schwab Experience November 2000 - September 2014
Job Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services September 2014 - Present
Charles Schwab November 2000 - September 2014
Sears Holdings Corporation August 1993 - November 2000
Education
Diablo Valley College 1995 — 1998
Associate of Arts (A.A.)
Edelman Financial Services September 2014 - Present
Charles Schwab November 2000 - September 2014
Sears Holdings Corporation August 1993 - November 2000
Education
Diablo Valley College 1995 — 1998
Associate of Arts (A.A.)
Brian J. Owen MBA, AAMS®'s Charles Schwab Experience January 2003 - August 2013
Job President at BJO Wealth Management LLC
Industry Financial Services
Experience
BJO Wealth Management LLC August 2013 - Present
Charles Schwab January 2003 - August 2013
Morgan Stanley June 1998 - January 2003
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Securities, ETFs, Series 65, Wealth Management, Retirement Planning, Retirement, High Net Worth..., Investments, Fixed Income, Equities, Bonds, Investment Advisory, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA, Investment Management
Eastern Illinois University 1990 — 1992
BSB, Finance
BJO Wealth Management LLC August 2013 - Present
Charles Schwab January 2003 - August 2013
Morgan Stanley June 1998 - January 2003
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Securities, ETFs, Series 65, Wealth Management, Retirement Planning, Retirement, High Net Worth..., Investments, Fixed Income, Equities, Bonds, Investment Advisory, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA, Investment Management
Eastern Illinois University 1990 — 1992
BSB, Finance
V Giridaran's Charles Schwab Experience August 2011 - Present
Job Performance Testing Expert at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
The Home Depot March 2011 - February 2012
Amdocs July 1999 - March 2011
Oxford University Press February 1986 - July 1999
Wipro Technologies February 1983 - August 1984
Skills
Unix Shell Scripting, Perl, Linux, Oracle PL/SQL..., Oracle, Sun Certified Java..., Oracle Certified DBA, IBM certified...
Education
Delhi University 1988 — 1991
MBA, Operations & Production Mgmt
Delhi University 1976 — 1981
M.S, Physics
Charles Schwab August 2011 - Present
The Home Depot March 2011 - February 2012
Amdocs July 1999 - March 2011
Oxford University Press February 1986 - July 1999
Wipro Technologies February 1983 - August 1984
Skills
Unix Shell Scripting, Perl, Linux, Oracle PL/SQL..., Oracle, Sun Certified Java..., Oracle Certified DBA, IBM certified...
Education
Delhi University 1988 — 1991
MBA, Operations & Production Mgmt
Delhi University 1976 — 1981
M.S, Physics
Alexander Fishkin's Charles Schwab Experience October 2012 - Present
Job Sr. Staff Business Solutions Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Education
DePaul University 1997 — 2000
Bachelor's degree, Computer Science
Charles Schwab October 2012 - Present
Education
DePaul University 1997 — 2000
Bachelor's degree, Computer Science
Nancy Orr's Charles Schwab Experience 1999 - 2000
Job Available: Internal Audit / Compliance Professional
Industry Financial Services
Experience
Available - June 2015 - Present
DineEquity, Inc. September 2012 - January 2015
. February 2008 - March 2012
Russell Investments February 2008 - April 2009
Palo Alto Compliance Consulting Firm and for Self as Consultant 2006 - 2008
Wells Fargo 2002 - 2005
Robertson Stephens / FleetBoston Financial 2000 - 2002
Charles Schwab 1999 - 2000
American Century Investments 1997 - 1999
Chicago Mercantile Exchange 1993 - 1997
Skills
Enterprise Risk..., Risk Management, Financial Risk, Governance, Corporate Governance, Process Improvement, Business Process..., Financial Analysis, Business Continuity, Vendor Management, Finance, Internal Audit, Financial Services, Sarbanes-Oxley Act, Internal Controls, Anti Money Laundering, Banking
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Available - June 2015 - Present
DineEquity, Inc. September 2012 - January 2015
. February 2008 - March 2012
Russell Investments February 2008 - April 2009
Palo Alto Compliance Consulting Firm and for Self as Consultant 2006 - 2008
Wells Fargo 2002 - 2005
Robertson Stephens / FleetBoston Financial 2000 - 2002
Charles Schwab 1999 - 2000
American Century Investments 1997 - 1999
Chicago Mercantile Exchange 1993 - 1997
Skills
Enterprise Risk..., Risk Management, Financial Risk, Governance, Corporate Governance, Process Improvement, Business Process..., Financial Analysis, Business Continuity, Vendor Management, Finance, Internal Audit, Financial Services, Sarbanes-Oxley Act, Internal Controls, Anti Money Laundering, Banking
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Sylvia Arellano, CFP's Charles Schwab Experience November 2001 - Present
Job VP Financial Consultant Executive Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2001 - Present
Education
DePaul University 1998 — 2000
Bachelor's Degree
Charles Schwab November 2001 - Present
Education
DePaul University 1998 — 2000
Bachelor's Degree
JP Azar's Charles Schwab Experience April 2013 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Vanguard May 1990 - July 2000
Fidelity Bank November 1982 - March 1990
Skills
Series 7, Portfolio Management, Mutual Funds, Asset Management, Series 6, Financial Planning, Series 24
Education
St. Joseph's University 1995 — 1998
Master of Business Administration (MBA), Marketing/Marketing Management, General
DeSales University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Mangement and Psychology
Charles Schwab April 2013 - Present
Vanguard May 1990 - July 2000
Fidelity Bank November 1982 - March 1990
Skills
Series 7, Portfolio Management, Mutual Funds, Asset Management, Series 6, Financial Planning, Series 24
Education
St. Joseph's University 1995 — 1998
Master of Business Administration (MBA), Marketing/Marketing Management, General
DeSales University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Mangement and Psychology
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.)
Edgar Bassick's Charles Schwab Experience August 2011 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Bank of America Merrill Lynch 2010 - 2011
Toyota of Seattle April 2009 - November 2009
Education
DePauw University 2003 — 2007
B.A., Religious Studies
Charles Schwab August 2011 - Present
Bank of America Merrill Lynch 2010 - 2011
Toyota of Seattle April 2009 - November 2009
Education
DePauw University 2003 — 2007
B.A., Religious Studies
Chad Bonine's Charles Schwab Experience July 2007 - February 2008
Job Digital Marketing Professional at Dignity Health
Industry Hospital & Health Care
Experience
Dignity Health September 2014 - Present
VAN TUYL AUTO GROUP October 2012 - July 2014
National Academy of Sports Medicine (NASM) February 2011 - August 2012
Leslies Pool Supplies May 2008 - February 2011
Charles Schwab July 2007 - February 2008
Weil Lifestyle, LLC November 2001 - July 2007
Apriva November 1999 - September 2001
Honeywell – Space Systems June 1998 - November 1999
Skills
Email Marketing, E-commerce, Digital Marketing, SEO, Web Design, Marketing, SEM, Dreamweaver, Google Analytics, Online Marketing, Google Adwords, Lead Generation, Project Management, Content Management, SLI, Team Management, Analytics, Leadership, Lyris, ExactTarget, CSS, Web Content Management, HTML, Google+, WordPress, Power Reviews, Social Media Blogging, User Experience, Healthcare Industry
Education
DeVry University 1996 — 1998
Bachelor of Science, Business Administration; an emphasis in Information Systems
Dignity Health September 2014 - Present
VAN TUYL AUTO GROUP October 2012 - July 2014
National Academy of Sports Medicine (NASM) February 2011 - August 2012
Leslies Pool Supplies May 2008 - February 2011
Charles Schwab July 2007 - February 2008
Weil Lifestyle, LLC November 2001 - July 2007
Apriva November 1999 - September 2001
Honeywell – Space Systems June 1998 - November 1999
Skills
Email Marketing, E-commerce, Digital Marketing, SEO, Web Design, Marketing, SEM, Dreamweaver, Google Analytics, Online Marketing, Google Adwords, Lead Generation, Project Management, Content Management, SLI, Team Management, Analytics, Leadership, Lyris, ExactTarget, CSS, Web Content Management, HTML, Google+, WordPress, Power Reviews, Social Media Blogging, User Experience, Healthcare Industry
Education
DeVry University 1996 — 1998
Bachelor of Science, Business Administration; an emphasis in Information Systems
Edward Landers's Charles Schwab Experience August 1999 - May 2010
Job Financial Services
Industry Internet
Experience
Merrill Edge February 2015 - Present
Endurance International Group May 2014 - February 2015
GoDaddy.com June 2010 - April 2014
Charles Schwab August 1999 - May 2010
Prudential Securities August 1997 - July 1999
Skills
Finance, Investments, Leadership, Financial Analysis, Financial Services
Education
Denison University 1985 — 1989
B.A., History
Merrill Edge February 2015 - Present
Endurance International Group May 2014 - February 2015
GoDaddy.com June 2010 - April 2014
Charles Schwab August 1999 - May 2010
Prudential Securities August 1997 - July 1999
Skills
Finance, Investments, Leadership, Financial Analysis, Financial Services
Education
Denison University 1985 — 1989
B.A., History
Toby Maack's Charles Schwab Experience 1995 - 2003
Job IT Operations System Admin II at First Interstate Bank
Industry Computer Software
Experience
First Interstate Bank January 2015 - Present
Computer Software Associates, Inc. April 2004 - January 2015
Charles Schwab 1995 - 2003
Skills
RSA Archer Administrator, Vendor Management, Team Leadership, Project Management, Software Implementation, Business Analysis, Software Documentation, Databases, Web Applications, Analysis, Process Improvement
Education
DeVry University 1992 — 1995
BS in Business Operations, Business
First Interstate Bank January 2015 - Present
Computer Software Associates, Inc. April 2004 - January 2015
Charles Schwab 1995 - 2003
Skills
RSA Archer Administrator, Vendor Management, Team Leadership, Project Management, Software Implementation, Business Analysis, Software Documentation, Databases, Web Applications, Analysis, Process Improvement
Education
DeVry University 1992 — 1995
BS in Business Operations, Business
Mike Coultrip, CFA's Charles Schwab Experience 2002 - 2003
Job Chief Investment Officer at SamCERA
Industry Investment Management
Experience
SamCERA August 2012 - Present
Raytheon September 2007 - June 2012
Qwest Asset Management 2005 - 2007
Nordea Investment Management 2003 - 2005
Charles Schwab 2002 - 2003
mPower 2000 - 2002
Ibbotson Associates 1997 - 2000
Skills
CFA, Ibbotson EnCorr, MSCI Barra, eVestment, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Pensions, Asset Management, Due Diligence, Risk Management, Institutional, Capital Markets, Risk, Wealth Management, Investment Strategies, Mutual Funds, Portfolio Optimization, Asset Managment, Financial Risk, Institutional..., Investment Advisory, Investment Management, Chartered Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MS, Finance
Illinois State University 1986 — 1990
B.S., Finance
SamCERA August 2012 - Present
Raytheon September 2007 - June 2012
Qwest Asset Management 2005 - 2007
Nordea Investment Management 2003 - 2005
Charles Schwab 2002 - 2003
mPower 2000 - 2002
Ibbotson Associates 1997 - 2000
Skills
CFA, Ibbotson EnCorr, MSCI Barra, eVestment, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Pensions, Asset Management, Due Diligence, Risk Management, Institutional, Capital Markets, Risk, Wealth Management, Investment Strategies, Mutual Funds, Portfolio Optimization, Asset Managment, Financial Risk, Institutional..., Investment Advisory, Investment Management, Chartered Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MS, Finance
Illinois State University 1986 — 1990
B.S., Finance
Felicia O'Malley's Charles Schwab Experience August 2010 - Present
Job Vice President, Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
New York Life Insurance Company August 1990 - July 1995
Merrill Lynch August 1987 - August 1990
Skills
Finance, Trading, Investments, Portfolio Management, Asset Management, Management, Investment Banking, Public Speaking, Leadership, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1985 — 1987
MBA, Finance
DePauw University 1977 — 1981
BA, English
Charles Schwab August 2010 - Present
New York Life Insurance Company August 1990 - July 1995
Merrill Lynch August 1987 - August 1990
Skills
Finance, Trading, Investments, Portfolio Management, Asset Management, Management, Investment Banking, Public Speaking, Leadership, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1985 — 1987
MBA, Finance
DePauw University 1977 — 1981
BA, English
Craig Sanborn's Charles Schwab Experience November 2000 - December 2002
Job rt driver at FedEx Express
Industry Information Technology and Services
Experience
FedEx Express November 2013 - Present
Coloma Country Inn March 2007 - 2013
Sanborn Orchards January 2003 - June 2008
Charles Schwab November 2000 - December 2002
Merrill Lynch June 1997 - November 2000
Ultradata September 1996 - April 1997
Fiserv February 1983 - September 1996
Skills
CICS, Assembly, Analysis, Testing, Programming, Retail, Business Requirements, DB2, Change Management, Quality Assurance, Customer Relations, Production Support, HTML, Visio, Unix, Problem Solving, SDLC, Application Development, Systems Analysis, Process Improvement, Access, Excel, Word, Databases, Microsoft Office, MS Project, Operating Systems, JCL, Business Analysis, Disaster Recovery, Outlook, VSAM, Banking, Software Development, SAS, COBOL, MVS/ESA, OS/390, IBM 3090, Strobe, Omegamon, JES2, RACF, IBM Utilities, DFSORT, SDSF
Education
Diablo Valley College
AA, Data Processing
FedEx Express November 2013 - Present
Coloma Country Inn March 2007 - 2013
Sanborn Orchards January 2003 - June 2008
Charles Schwab November 2000 - December 2002
Merrill Lynch June 1997 - November 2000
Ultradata September 1996 - April 1997
Fiserv February 1983 - September 1996
Skills
CICS, Assembly, Analysis, Testing, Programming, Retail, Business Requirements, DB2, Change Management, Quality Assurance, Customer Relations, Production Support, HTML, Visio, Unix, Problem Solving, SDLC, Application Development, Systems Analysis, Process Improvement, Access, Excel, Word, Databases, Microsoft Office, MS Project, Operating Systems, JCL, Business Analysis, Disaster Recovery, Outlook, VSAM, Banking, Software Development, SAS, COBOL, MVS/ESA, OS/390, IBM 3090, Strobe, Omegamon, JES2, RACF, IBM Utilities, DFSORT, SDSF
Education
Diablo Valley College
AA, Data Processing
Dale Michaud's Charles Schwab Experience August 1999 - February 2013
Job Antivirus/Antimalware Engineer at PayPal
Industry Financial Services
Experience
PayPal April 2015 - Present
Bechtel Corporation February 2013 - January 2015
Charles Schwab August 1999 - February 2013
Skills
ArcSight, PCI DSS, FFIEC, GLBA, NIST, Information Security, Security, CISSP, Computer Security
Education
DeVry University
Associate of Arts and Sciences (AAS), Industrial Electronics Technology/Technician
PayPal April 2015 - Present
Bechtel Corporation February 2013 - January 2015
Charles Schwab August 1999 - February 2013
Skills
ArcSight, PCI DSS, FFIEC, GLBA, NIST, Information Security, Security, CISSP, Computer Security
Education
DeVry University
Associate of Arts and Sciences (AAS), Industrial Electronics Technology/Technician
Eugene Bednarek's Charles Schwab Experience May 1990 - September 2006
Job Customer Service and Financial Services Professional; Volunteer
Industry Financial Services
Experience
Charles Schwab May 1990 - September 2006
Firefighters Credit Union April 1988 - April 1990
Franklin Bank and Trust April 1986 - April 1988
Independent January 1980 - January 1986
Commodity Futures Trading Commission June 1975 - June 1980
Skills
Customer Service, Communication Skills, Customer advice and..., Written & Oral..., Analytic Problem Solving, Securities, Investments, Retirement Planning, Investment Scams, Retiree Education, Wealth Management, Commodity Market..., Government Compliance, Mutual Funds, Series 7, Asset Management, Cross-Selling, Series 63, Financial Analysis, Inbound/Outbound Calls, Equities, Security Brokerage...
Education
Indiana University Bloomington 1981 — 1985
Master of Public Administration, Finance
DePaul University 1966 — 1969
Bachelor of Science, Finance
St. Mary's College Orchard Lake Michigan 1964 — 1966
Liberal Arts
Charles Schwab May 1990 - September 2006
Firefighters Credit Union April 1988 - April 1990
Franklin Bank and Trust April 1986 - April 1988
Independent January 1980 - January 1986
Commodity Futures Trading Commission June 1975 - June 1980
Skills
Customer Service, Communication Skills, Customer advice and..., Written & Oral..., Analytic Problem Solving, Securities, Investments, Retirement Planning, Investment Scams, Retiree Education, Wealth Management, Commodity Market..., Government Compliance, Mutual Funds, Series 7, Asset Management, Cross-Selling, Series 63, Financial Analysis, Inbound/Outbound Calls, Equities, Security Brokerage...
Education
Indiana University Bloomington 1981 — 1985
Master of Public Administration, Finance
DePaul University 1966 — 1969
Bachelor of Science, Finance
St. Mary's College Orchard Lake Michigan 1964 — 1966
Liberal Arts
Scott Lindley's Charles Schwab Experience September 2012 - Present
Job NAS Storage Administrator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2012 - Present
Unemployed NetApp Admin July 2012 - September 2012
General Dynamics C4 Systems January 2001 - July 2012
General Dynamics C4 Systems January 2001 - July 2012
Motorola Inc January 1998 - January 2001
Motorola February 1981 - January 2001
Motorola Inc January 1989 - January 1998
Motorola Inc January 1981 - January 1989
Skills
NetApp, NetApp Filers, Linux System..., Solaris 8/9/10, Perl, Unix Shell Scripting, NetApp Cluster Mode, SnapMirror, SnapVault, TCP/IP Troubleshooting, NetApp NMSDK - Perl, Data Center, NFS, Interoperability, Troubleshooting, Security, Storage, Unix, Shell Scripting, TCP/IP, Solaris, Servers, Disaster Recovery, Integration, Testing, Networking, VMware
Education
DeVry Institute of Technology 1978 — 1981
BSEET, Electrical and Electronics Engineering
DeVry Institute of Technology (Phx) 1978 — 1981
BSEET, Electrical and Electronics Engineering
Corunna High School, Corunna MI 1972 — 1976
Diploma, Electronics
Charles Schwab September 2012 - Present
Unemployed NetApp Admin July 2012 - September 2012
General Dynamics C4 Systems January 2001 - July 2012
General Dynamics C4 Systems January 2001 - July 2012
Motorola Inc January 1998 - January 2001
Motorola February 1981 - January 2001
Motorola Inc January 1989 - January 1998
Motorola Inc January 1981 - January 1989
Skills
NetApp, NetApp Filers, Linux System..., Solaris 8/9/10, Perl, Unix Shell Scripting, NetApp Cluster Mode, SnapMirror, SnapVault, TCP/IP Troubleshooting, NetApp NMSDK - Perl, Data Center, NFS, Interoperability, Troubleshooting, Security, Storage, Unix, Shell Scripting, TCP/IP, Solaris, Servers, Disaster Recovery, Integration, Testing, Networking, VMware
Education
DeVry Institute of Technology 1978 — 1981
BSEET, Electrical and Electronics Engineering
DeVry Institute of Technology (Phx) 1978 — 1981
BSEET, Electrical and Electronics Engineering
Corunna High School, Corunna MI 1972 — 1976
Diploma, Electronics
Andy Franco, CFP®, AAMS®'s Charles Schwab Experience November 2009 - Present
Job Advice Consultant
Industry Financial Services
Experience
Charles Schwab November 2009 - Present
Skills
Series 7, Wealth Management, Investments
Education
DeVry University
BS, Telecommunications Mgmt
Charles Schwab November 2009 - Present
Skills
Series 7, Wealth Management, Investments
Education
DeVry University
BS, Telecommunications Mgmt
Rudy DiGiorgio's Charles Schwab Experience September 2015 - Present
Job Client Service Manager
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
ADT April 2015 - September 2015
Taylor Freezers of Arizona April 2008 - January 2015
USAA 2004 - 2008
MFS Investment Management 2001 - 2004
United States Marine Corps 1994 - 1998
Skills
Franchising, Hospitality Industry, Income Statement, Management, Marketing Strategy, Operations Management, Purchasing, Salesforce.com, Selling, Food Service, Forecasting, Contract Negotiation, Event Management, Account Management, Budgets, Food, Social Media, Strategy, Time Management, Retail, Trade Shows
Education
DeVry University Phoenix 1998 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
Charles Schwab September 2015 - Present
ADT April 2015 - September 2015
Taylor Freezers of Arizona April 2008 - January 2015
USAA 2004 - 2008
MFS Investment Management 2001 - 2004
United States Marine Corps 1994 - 1998
Skills
Franchising, Hospitality Industry, Income Statement, Management, Marketing Strategy, Operations Management, Purchasing, Salesforce.com, Selling, Food Service, Forecasting, Contract Negotiation, Event Management, Account Management, Budgets, Food, Social Media, Strategy, Time Management, Retail, Trade Shows
Education
DeVry University Phoenix 1998 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
Rick Paulson's Charles Schwab Experience June 2015 - Present
Job Senior Manager, Trading and Operations Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Financial Industry Regulatory Authority (FINRA) August 2014 - June 2015
CBOE January 2014 - August 2014
CBOE July 2012 - January 2014
Chicago Board Options Exchange September 2011 - July 2012
J.P. Morgan September 2010 - September 2011
MF Global June 2007 - September 2010
CS Technology February 2006 - June 2007
Skills
Series 7, Equities, Financial Analysis, Bloomberg, Fixed Income, Hedge Funds, Options, Financial Markets, Trading, Series 63, Risk Management, Securities, Mutual Funds, Derivatives, Portfolio Management, Electronic Trading, Investments, Financial Risk, Proprietary Trading, Financial Services, Asset Management, Quantitative Analytics, Insurance, Trading Systems, Credit, Hedging, Banking, Commodity, Bloomberg Terminal, Uniform Combined State..., Loans, Finance, Investment Advisory, Corporate Finance, Credit Risk, Technical Analysis, FINRA, Wealth Management, Capital Markets, Due Diligence, Equity Trading, Mortgage Lending, Financial Modeling, Dodd-Frank, Options Strategies, Life Insurance, Trading Strategies, Investment Strategies, Series 6, Swaps
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2014
MBA, Finance and Strategy, Execution, and Valuation
DePaul University 2004 — 2006
Bachelor of Arts, Political Science
Charles Schwab June 2015 - Present
Financial Industry Regulatory Authority (FINRA) August 2014 - June 2015
CBOE January 2014 - August 2014
CBOE July 2012 - January 2014
Chicago Board Options Exchange September 2011 - July 2012
J.P. Morgan September 2010 - September 2011
MF Global June 2007 - September 2010
CS Technology February 2006 - June 2007
Skills
Series 7, Equities, Financial Analysis, Bloomberg, Fixed Income, Hedge Funds, Options, Financial Markets, Trading, Series 63, Risk Management, Securities, Mutual Funds, Derivatives, Portfolio Management, Electronic Trading, Investments, Financial Risk, Proprietary Trading, Financial Services, Asset Management, Quantitative Analytics, Insurance, Trading Systems, Credit, Hedging, Banking, Commodity, Bloomberg Terminal, Uniform Combined State..., Loans, Finance, Investment Advisory, Corporate Finance, Credit Risk, Technical Analysis, FINRA, Wealth Management, Capital Markets, Due Diligence, Equity Trading, Mortgage Lending, Financial Modeling, Dodd-Frank, Options Strategies, Life Insurance, Trading Strategies, Investment Strategies, Series 6, Swaps
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2014
MBA, Finance and Strategy, Execution, and Valuation
DePaul University 2004 — 2006
Bachelor of Arts, Political Science
Rafe Kemmis's Charles Schwab Experience 2013 - 2014
Job Equity Analyst
Industry Financial Services
Experience
Charles Schwab 2013 - 2014
CBOE 2012 - 2013
DRW Trading Group 2010 - 2012
Skills
Financial Analysis, Bloomberg, Equities, Derivatives, Valuation, Corporate Finance, Equity Valuation, Investment Banking, Equity Trading, Series 6, Series 24, FINRA, Capital Markets, Hedge Funds, Financial Statement..., Financial Markets, Private Equity, Securities, Trading, Equity Capital Markets, Options, Series 7, Equity Derivatives, Equity Research, Investments, Financial Modeling, Portfolio Management, Asset Management, Risk Management, Mutual Funds, Finance, Alternative Investments, Fixed Income, Financial Services, Banking, Analysis, Emerging Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
DePaul University 2009 — 2013
Finance, Banking, Corporate, Finance, and Securities Law
DePaul University 2009 — 2010
Master of Business Administration (MBA)
Charles Schwab 2013 - 2014
CBOE 2012 - 2013
DRW Trading Group 2010 - 2012
Skills
Financial Analysis, Bloomberg, Equities, Derivatives, Valuation, Corporate Finance, Equity Valuation, Investment Banking, Equity Trading, Series 6, Series 24, FINRA, Capital Markets, Hedge Funds, Financial Statement..., Financial Markets, Private Equity, Securities, Trading, Equity Capital Markets, Options, Series 7, Equity Derivatives, Equity Research, Investments, Financial Modeling, Portfolio Management, Asset Management, Risk Management, Mutual Funds, Finance, Alternative Investments, Fixed Income, Financial Services, Banking, Analysis, Emerging Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
DePaul University 2009 — 2013
Finance, Banking, Corporate, Finance, and Securities Law
DePaul University 2009 — 2010
Master of Business Administration (MBA)
Dina Francisco-Madayag's Charles Schwab Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 2006 - 2009
Charles Schwab 1999 - 2006
Washington Mutual Bank, FA 1999 - 2000
Skills
Customer Service, Microsoft Word
Education
DeVry University
Bachelor of Science (BS), Technical Management
Charles Schwab 2006 - 2009
Charles Schwab 1999 - 2006
Washington Mutual Bank, FA 1999 - 2000
Skills
Customer Service, Microsoft Word
Education
DeVry University
Bachelor of Science (BS), Technical Management
Carrie McCulloch's Charles Schwab Experience 2000 - 2001
Job Accounting Manager
Industry Accounting
Experience
YAM Worldwide February 2010 - Present
Robert A. Scripter, CPA 2005 - 2010
Your Source Financial 2004 - 2007
Baran & Scripter 2001 - 2005
Starbucks 1999 - 2002
Charles Schwab 2000 - 2001
Skills
Financial Reporting, Microsoft Excel, Financial Analysis, Financial Accounting, Internal Controls, Microsoft Office, Account Reconciliation, General Ledger, Tax, Budget Management, Account Management, Financial Planning
Education
Keller Graduate School of Management of DeVry University 2002 — 2006
Master of Business Administration (M.B.A.), Accounting and Business/Management, Distinction
DeVry University Phoenix, AZ 1999 — 2002
Bachelor's Degree, Accounting, Cum Laude
YAM Worldwide February 2010 - Present
Robert A. Scripter, CPA 2005 - 2010
Your Source Financial 2004 - 2007
Baran & Scripter 2001 - 2005
Starbucks 1999 - 2002
Charles Schwab 2000 - 2001
Skills
Financial Reporting, Microsoft Excel, Financial Analysis, Financial Accounting, Internal Controls, Microsoft Office, Account Reconciliation, General Ledger, Tax, Budget Management, Account Management, Financial Planning
Education
Keller Graduate School of Management of DeVry University 2002 — 2006
Master of Business Administration (M.B.A.), Accounting and Business/Management, Distinction
DeVry University Phoenix, AZ 1999 — 2002
Bachelor's Degree, Accounting, Cum Laude
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank