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
Darin Beckering Darin Beckering's Charles Schwab Experience January 2005 - March 2010
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2010 - Present
Charles Schwab January 2005 - March 2010
Charles Schwab April 2004 - January 2005
AXA Equitable May 2003 - April 2004
INTERSTATE ELECTRIC & ENGINEERING CO September 2001 - May 2003
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Uniform Combined State..., Banking, Leadership, Insurance, Fixed Annuities, Trading, Mortgage Lending, Sales, Training, Bonds, Wealth Management..., Marketing, Series 63, Finance, Wealth Management, Asset Allocation
Education
University of St. Thomas 2005 — 2010
MBA, Finance
Dordt College 1999 — 2003
B.A., Business Administration
TD Ameritrade April 2010 - Present
Charles Schwab January 2005 - March 2010
Charles Schwab April 2004 - January 2005
AXA Equitable May 2003 - April 2004
INTERSTATE ELECTRIC & ENGINEERING CO September 2001 - May 2003
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Uniform Combined State..., Banking, Leadership, Insurance, Fixed Annuities, Trading, Mortgage Lending, Sales, Training, Bonds, Wealth Management..., Marketing, Series 63, Finance, Wealth Management, Asset Allocation
Education
University of St. Thomas 2005 — 2010
MBA, Finance
Dordt College 1999 — 2003
B.A., Business Administration
Gwen Le Berre Gwen Le Berre's Charles Schwab Experience May 2014 - Present
Job Director, Proxy & Governance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
BlackRock February 2009 - May 2014
Barclays Global Investors June 2006 - August 2008
Barclays Global Investors April 2003 - June 2006
Heller Ehrman 2002 - 2002
Skills
Corporate Governance, Asset Management, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Excel
Education
Duke University
BS, Economics and Computer Science
University of California, Berkeley
Corporate Social Responsibility Reporting Certificate - UC Berkeley Extension, Sustainability
University of California, Berkeley
Graduate Certificate - UC Berkeley Extension, Accounting
Lycee Rochambeau
HS
Charles Schwab May 2014 - Present
BlackRock February 2009 - May 2014
Barclays Global Investors June 2006 - August 2008
Barclays Global Investors April 2003 - June 2006
Heller Ehrman 2002 - 2002
Skills
Corporate Governance, Asset Management, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Excel
Education
Duke University
BS, Economics and Computer Science
University of California, Berkeley
Corporate Social Responsibility Reporting Certificate - UC Berkeley Extension, Sustainability
University of California, Berkeley
Graduate Certificate - UC Berkeley Extension, Accounting
Lycee Rochambeau
HS
Cory Archibald, CRPC Cory Archibald, CRPC's Charles Schwab Experience February 2013 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
USAA April 2010 - February 2013
Edward Jones January 2007 - April 2010
Albuquerque Isotopes January 2005 - January 2007
Education
Iowa Wesleyan College 2001 — 2004
Bachelor of Arts, Sport Management
Eastern Arizona College 1999 — 2001
Associate of Arts (A.A.)
Charles Schwab February 2013 - Present
USAA April 2010 - February 2013
Edward Jones January 2007 - April 2010
Albuquerque Isotopes January 2005 - January 2007
Education
Iowa Wesleyan College 2001 — 2004
Bachelor of Arts, Sport Management
Eastern Arizona College 1999 — 2001
Associate of Arts (A.A.)
Bret Brizzolara Bret Brizzolara's Charles Schwab Experience February 1998 - 2000
Job Financial Advisor at COUNTRY Financial
Industry Financial Services
Experience
COUNTRY FINANCIAL June 2011 - Present
JP Morgan September 2003 - July 2011
Charles Schwab February 1998 - 2000
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Wealth Management, Retirement, Insurance, Finance, Banking, Securities, Fixed Annuities, Disability Insurance, Term Life Insurance, Asset Management, Investment Strategies, Health Insurance, Long-term Care, Portfolio Management, Employee Benefits, General Insurance, Whole Life, Long Term Care Insurance, Series 6, IRAs, Series 63, Mutual Funds, Property, 401k, Brokers, Universal Life, Financial Services, Estate Planning, Loans, Risk Management
Education
Eastern Illinois University 1988 — 1992
Marmion academy 1984 — 1988
High School
COUNTRY FINANCIAL June 2011 - Present
JP Morgan September 2003 - July 2011
Charles Schwab February 1998 - 2000
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Wealth Management, Retirement, Insurance, Finance, Banking, Securities, Fixed Annuities, Disability Insurance, Term Life Insurance, Asset Management, Investment Strategies, Health Insurance, Long-term Care, Portfolio Management, Employee Benefits, General Insurance, Whole Life, Long Term Care Insurance, Series 6, IRAs, Series 63, Mutual Funds, Property, 401k, Brokers, Universal Life, Financial Services, Estate Planning, Loans, Risk Management
Education
Eastern Illinois University 1988 — 1992
Marmion academy 1984 — 1988
High School
Karen Chermak Karen Chermak's Charles Schwab Experience December 1994 - August 2010
Job Relationship Manager at Buckhead Investment Partners
Industry Financial Services
Experience
Buckhead Investment Partners May 2011 - Present
Charles Schwab December 1994 - August 2010
Skills
Portfolio Management, Strategic Financial..., Investments, Strategy, Management, Finance, Wealth Management, Equities, Financial Analysis, Sales, Financial Services, Investment Management
Education
Dutchess Community College 1985 — 1989
Buckhead Investment Partners May 2011 - Present
Charles Schwab December 1994 - August 2010
Skills
Portfolio Management, Strategic Financial..., Investments, Strategy, Management, Finance, Wealth Management, Equities, Financial Analysis, Sales, Financial Services, Investment Management
Education
Dutchess Community College 1985 — 1989
Bethany (Hunter) Wilmoth Bethany (Hunter) Wilmoth's Charles Schwab Experience July 2013 - November 2013
Job Investment Operations Associate at Cassaday & Company, Inc.
Industry Education Management
Experience
Cassaday & Company, Inc. June 2015 - Present
Allbackoffice Consulting, LLC December 2013 - May 2015
Charles Schwab July 2013 - November 2013
Charles Schwab February 2012 - June 2013
Johnston County Schools August 2005 - June 2011
The Limited September 2005 - April 2007
Houlihan's Restaurants, Inc. June 2000 - May 2001
Skills
Public Speaking, Teaching, Customer Service, PowerPoint, Community Outreach, Nonprofits, Staff Development, Training, Data Analysis, Team Building, CRM, Salesforce.com, Leadership, Microsoft Office, Research, Strategic Planning
Education
East Carolina University 2001 — 2005
BS, Education
Cassaday & Company, Inc. June 2015 - Present
Allbackoffice Consulting, LLC December 2013 - May 2015
Charles Schwab July 2013 - November 2013
Charles Schwab February 2012 - June 2013
Johnston County Schools August 2005 - June 2011
The Limited September 2005 - April 2007
Houlihan's Restaurants, Inc. June 2000 - May 2001
Skills
Public Speaking, Teaching, Customer Service, PowerPoint, Community Outreach, Nonprofits, Staff Development, Training, Data Analysis, Team Building, CRM, Salesforce.com, Leadership, Microsoft Office, Research, Strategic Planning
Education
East Carolina University 2001 — 2005
BS, Education
Dawn Vespa Dawn Vespa's Charles Schwab Experience December 2009 - September 2010
Job Team Lead, Client Services at Cole Capital
Industry Financial Services
Experience
Cole Capital August 2014 - Present
Cole Capital December 2013 - Present
Cole Capital November 2010 - Present
Charles Schwab December 2009 - September 2010
Genworth Financial April 2008 - December 2009
Vanguard October 2006 - March 2008
Vanguard July 2004 - October 2006
Skills
Effective leadership..., Strong work ethics and..., Proficient in Microsoft..., Account Reconciliation, Finance, Investments, Mutual Funds, Project Planning, Training, Financial Services, Accounting, Customer Service, Series 63
Education
Eastern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Marketing
Cole Capital August 2014 - Present
Cole Capital December 2013 - Present
Cole Capital November 2010 - Present
Charles Schwab December 2009 - September 2010
Genworth Financial April 2008 - December 2009
Vanguard October 2006 - March 2008
Vanguard July 2004 - October 2006
Skills
Effective leadership..., Strong work ethics and..., Proficient in Microsoft..., Account Reconciliation, Finance, Investments, Mutual Funds, Project Planning, Training, Financial Services, Accounting, Customer Service, Series 63
Education
Eastern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Marketing
Thomas Worrel Thomas Worrel's Charles Schwab Experience June 1989 - June 1992
Job
Industry Religious Institutions
Experience
Bishop O'Dowd High School August 2005 - June 2009
Green Lion Books and Gifts June 1992 - February 1996
Charles Schwab June 1989 - June 1992
Dean Witter September 1987 - May 1989
Skills
Teaching, Community Outreach, Investments, Finance, Public Speaking, Higher Education, Mutual Funds
Education
Dominican School of Philosophy and Theology
MA, Theology
Maryville College
BA, Religious Studies
University of San Francisco
MBA, Industrial Relations
Bishop O'Dowd High School August 2005 - June 2009
Green Lion Books and Gifts June 1992 - February 1996
Charles Schwab June 1989 - June 1992
Dean Witter September 1987 - May 1989
Skills
Teaching, Community Outreach, Investments, Finance, Public Speaking, Higher Education, Mutual Funds
Education
Dominican School of Philosophy and Theology
MA, Theology
Maryville College
BA, Religious Studies
University of San Francisco
MBA, Industrial Relations
Logan Shine Logan Shine's Charles Schwab Experience June 2014 - August 2014
Job Student at Drake University Law School
Industry Law Practice
Experience
Des Moines Public Schools February 2015 - May 2015
Charles Schwab June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Public Speaking, Teaching, Social Media, Teamwork, Customer Service, Microsoft Word, Tutoring, Research, Sales, Financial Markets, Time Management, Leadership, Strategic Planning, Team Building, Management, Social Networking
Education
Drake University Law School 2015 — 2018
Doctor of Law (J.D.), Law
Grand View University 2011 — 2014
Des Moines Public Schools February 2015 - May 2015
Charles Schwab June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Public Speaking, Teaching, Social Media, Teamwork, Customer Service, Microsoft Word, Tutoring, Research, Sales, Financial Markets, Time Management, Leadership, Strategic Planning, Team Building, Management, Social Networking
Education
Drake University Law School 2015 — 2018
Doctor of Law (J.D.), Law
Grand View University 2011 — 2014
Lanny Lunsky Lanny Lunsky's Charles Schwab Experience 2010 - 2012
Job Defined Benefits/QDRO Specialist
Industry Financial Services
Experience
Global Financial Services Company November 2014 - Present
Wells Fargo Home Mortgage 2013 - 2013
Charles Schwab 2010 - 2012
Vanguard 2008 - 2010
Wells Fargo 2001 - 2006
Sysco 1996 - 2001
Skills
Finance, Call Centers, Risk Management, Credit, Analysis, Microsoft Office, Relationship Management, Portfolio Management, Residential Mortgages, Operations Management, Interpreting, Foreign Languages, Team Building, Microsoft Excel, Microsoft Word, Qualified Retirement..., Qualified Domestic..., Institutional..., Translation, Financial Management...
Education
Drake University
Financial Management, Marketing Management
Belarus State University
Bachelor of Science (BS), Mechanical Engineering/Accounting
Global Financial Services Company November 2014 - Present
Wells Fargo Home Mortgage 2013 - 2013
Charles Schwab 2010 - 2012
Vanguard 2008 - 2010
Wells Fargo 2001 - 2006
Sysco 1996 - 2001
Skills
Finance, Call Centers, Risk Management, Credit, Analysis, Microsoft Office, Relationship Management, Portfolio Management, Residential Mortgages, Operations Management, Interpreting, Foreign Languages, Team Building, Microsoft Excel, Microsoft Word, Qualified Retirement..., Qualified Domestic..., Institutional..., Translation, Financial Management...
Education
Drake University
Financial Management, Marketing Management
Belarus State University
Bachelor of Science (BS), Mechanical Engineering/Accounting
Yuliya Kazakevich, CPA, CFE, CAMS Yuliya Kazakevich, CPA, CFE, CAMS's Charles Schwab Experience August 2014 - April 2015
Job Global Compliance at Apple
Industry Accounting
Experience
Apple April 2015 - Present
Charles Schwab August 2014 - April 2015
Hemming Morse, LLP March 2014 - August 2014
Ernst & Young October 2010 - March 2014
Premier Research Group February 2009 - August 2010
Vertical Screen, Inc March 2005 - February 2009
Skills
Auditing, Internal Controls, Accounting, Fraud, Sarbanes-Oxley Act, Due Diligence, Financial Audits, Financial Analysis, Assurance, Financial Reporting, Finance, US GAAP, Certified Fraud Examiner, AML, Anti-corruption, FCPA, External Audit, Financial Accounting, Compliance, Sarbanes-Oxley, Corporate Fraud..., Certified Anti-Money..., General Ledger, Fraud Detection, Big 4, Anti-bribery, Data Analysis, Data Analytics
Education
Drexel University - College of Business and Administration 2009 — 2011
Accounting, Accounting
Apple April 2015 - Present
Charles Schwab August 2014 - April 2015
Hemming Morse, LLP March 2014 - August 2014
Ernst & Young October 2010 - March 2014
Premier Research Group February 2009 - August 2010
Vertical Screen, Inc March 2005 - February 2009
Skills
Auditing, Internal Controls, Accounting, Fraud, Sarbanes-Oxley Act, Due Diligence, Financial Audits, Financial Analysis, Assurance, Financial Reporting, Finance, US GAAP, Certified Fraud Examiner, AML, Anti-corruption, FCPA, External Audit, Financial Accounting, Compliance, Sarbanes-Oxley, Corporate Fraud..., Certified Anti-Money..., General Ledger, Fraud Detection, Big 4, Anti-bribery, Data Analysis, Data Analytics
Education
Drexel University - College of Business and Administration 2009 — 2011
Accounting, Accounting
Kelly Senkyr's Charles Schwab Experience April 2012 - Present
Job Charles Schwab Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Edward Jones September 2008 - April 2011
Skills
AAMS, Series 7, Series 66, Retirement Planning, Strategic Financial..., Leadership, Asset Allocation, Financial Analysis, Customer Service, Strategic Planning, Wealth Management, Retirement, Finance, Investments, Uniform Combined State..., Investment Management, Financial Planning, Investment Strategies, Investment Advisory, Management, Mutual Funds, Business Development, Securities, Small Business, Strategy
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, Investments and Securities
East Carolina University 2005 — 2007
MS, Economics
East Carolina University 2001 — 2005
BS, Economics
Charles Schwab April 2012 - Present
Edward Jones September 2008 - April 2011
Skills
AAMS, Series 7, Series 66, Retirement Planning, Strategic Financial..., Leadership, Asset Allocation, Financial Analysis, Customer Service, Strategic Planning, Wealth Management, Retirement, Finance, Investments, Uniform Combined State..., Investment Management, Financial Planning, Investment Strategies, Investment Advisory, Management, Mutual Funds, Business Development, Securities, Small Business, Strategy
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, Investments and Securities
East Carolina University 2005 — 2007
MS, Economics
East Carolina University 2001 — 2005
BS, Economics
Bruce Rosenthal, CISSP - CEH - CEPT Bruce Rosenthal, CISSP - CEH - CEPT's Charles Schwab Experience 2000 - 2002
Job ICS Security Specialist at Exelon SOC Owings Mills Facility
Industry Utilities
Experience
Micro Strategies Inc. - Technology Solutions. Business Results. April 2015 - Present
Transtrophe Solutions November 2011 - Present
Transtrophe Solutions August 2013 - April 2015
SAIC January 2006 - November 2011
Transtrophe Solutions 2004 - 2006
Albin Engineering Services, Inc. 2004 - 2005
Visa 2002 - 2004
Charles Schwab 2000 - 2002
Albertsons 1998 - 2000
Bank of America 1997 - 1998
Skills
VMware, Security, Cloud Computing, Integration, Enterprise Architecture, Network Security, Program Management, Smart Grid, Information Security, Network Administration, Computer Security, Systems Engineering, Risk Management, Networking, CISSP, Vulnerability Assessment, ITIL, Disaster Recovery, Penetration Testing, Information Technology, Management, Firewalls, Energy, Information Security..., Data Center, IT Strategy, Network Architecture, IT Management, Information Assurance, Business Continuity, Vulnerability Management, PCI DSS, Identity Management, Enterprise Software, PMP, Solution Architecture, System Architecture, Security Architecture..., Analysis, Nuclear Instrumentation, SCADA, Smart Plant..., Industrial Control, Power Plants, Power Transmission, Renewable Energy, Critical Infrastructure..., Architecture, Network Engineering, SOA
Education
U.C.L.A 1976 — 1980
Bachelor's degree, Literature
Drexel University
Master of Engineering (M.Eng.), Engineering/Industrial Management (in progress), 3.94 GPA
Micro Strategies Inc. - Technology Solutions. Business Results. April 2015 - Present
Transtrophe Solutions November 2011 - Present
Transtrophe Solutions August 2013 - April 2015
SAIC January 2006 - November 2011
Transtrophe Solutions 2004 - 2006
Albin Engineering Services, Inc. 2004 - 2005
Visa 2002 - 2004
Charles Schwab 2000 - 2002
Albertsons 1998 - 2000
Bank of America 1997 - 1998
Skills
VMware, Security, Cloud Computing, Integration, Enterprise Architecture, Network Security, Program Management, Smart Grid, Information Security, Network Administration, Computer Security, Systems Engineering, Risk Management, Networking, CISSP, Vulnerability Assessment, ITIL, Disaster Recovery, Penetration Testing, Information Technology, Management, Firewalls, Energy, Information Security..., Data Center, IT Strategy, Network Architecture, IT Management, Information Assurance, Business Continuity, Vulnerability Management, PCI DSS, Identity Management, Enterprise Software, PMP, Solution Architecture, System Architecture, Security Architecture..., Analysis, Nuclear Instrumentation, SCADA, Smart Plant..., Industrial Control, Power Plants, Power Transmission, Renewable Energy, Critical Infrastructure..., Architecture, Network Engineering, SOA
Education
U.C.L.A 1976 — 1980
Bachelor's degree, Literature
Drexel University
Master of Engineering (M.Eng.), Engineering/Industrial Management (in progress), 3.94 GPA
Maria D'Arcangelo Potter's Charles Schwab Experience December 2014 - Present
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Marin County Schools January 2012 - November 2014
World Pension Forum May 2009 - August 2011
Marin Day Schools May 2002 - August 2005
Seneca Capital Management March 2001 - April 2002
Skills
Elementary Education, Early Childhood..., Classroom Management, Literacy, Lesson Planning, Classroom, Curriculum Development, Customer Service, Microsoft Office, Strategic Planning, Social Media, Leadership, Management, Fundraising, Public Speaking, Research
Education
Dominican University of California 2010 — 2013
Master of Science (MS), Education - Interdisciplinary Studies
University of San Francisco 1999 — 2003
Bachelor's degree, Organizational Behavior Studies
Bay Shore High School
Charles Schwab December 2014 - Present
Marin County Schools January 2012 - November 2014
World Pension Forum May 2009 - August 2011
Marin Day Schools May 2002 - August 2005
Seneca Capital Management March 2001 - April 2002
Skills
Elementary Education, Early Childhood..., Classroom Management, Literacy, Lesson Planning, Classroom, Curriculum Development, Customer Service, Microsoft Office, Strategic Planning, Social Media, Leadership, Management, Fundraising, Public Speaking, Research
Education
Dominican University of California 2010 — 2013
Master of Science (MS), Education - Interdisciplinary Studies
University of San Francisco 1999 — 2003
Bachelor's degree, Organizational Behavior Studies
Bay Shore High School
Patricia Kulhan Patricia Kulhan's Charles Schwab Experience 2000 - 2002
Job Compliance Associate at Hardin Compliance Consulting LLC
Industry Financial Services
Experience
Hardin Compliance Consulting LLC September 2012 - Present
Charles Schwab 2000 - 2002
Federated Investors 1996 - 2000
Federated Investors 1990 - 1996
Skills
Financial Risk, Investments, Banking, Risk Management, Financial Services
Education
Duquesne University 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
Duquesne University 1986 — 1990
Bachelor's Degree, Political Science and Government
Hardin Compliance Consulting LLC September 2012 - Present
Charles Schwab 2000 - 2002
Federated Investors 1996 - 2000
Federated Investors 1990 - 1996
Skills
Financial Risk, Investments, Banking, Risk Management, Financial Services
Education
Duquesne University 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
Duquesne University 1986 — 1990
Bachelor's Degree, Political Science and Government
Alex Caswell's Charles Schwab Experience April 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab August 2014 - April 2015
Charles Schwab September 2013 - August 2014
North Star Resource Group May 2013 - August 2013
Flooved January 2013 - March 2013
Navisis Financial May 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Management, Business Analysis, Access, Research, Customer Service, Public Speaking, Financial Analysis, Social Media, Event Planning, Facebook, Social Networking, Market Research, Marketing, Non-profits, Fundraising, Community Outreach, Public Relations, Adaptability, Analytical Skills, Multilingual, Multitasking Skills, Creativity, Problem Solving, Interpersonal Skill, Listener, Fast Learner, Start-ups, Teamwork, Business Strategy, Data Analysis
Education
East China Normal University 2012 — 2012
Minor, Chinese
University of Arizona, Eller College of Management 2008 — 2012
BS, Business Management
Glenbrook south 2006 — 2008
CFA Institute
Level II CFA Candidate
Charles Schwab April 2015 - Present
Charles Schwab August 2014 - April 2015
Charles Schwab September 2013 - August 2014
North Star Resource Group May 2013 - August 2013
Flooved January 2013 - March 2013
Navisis Financial May 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Management, Business Analysis, Access, Research, Customer Service, Public Speaking, Financial Analysis, Social Media, Event Planning, Facebook, Social Networking, Market Research, Marketing, Non-profits, Fundraising, Community Outreach, Public Relations, Adaptability, Analytical Skills, Multilingual, Multitasking Skills, Creativity, Problem Solving, Interpersonal Skill, Listener, Fast Learner, Start-ups, Teamwork, Business Strategy, Data Analysis
Education
East China Normal University 2012 — 2012
Minor, Chinese
University of Arizona, Eller College of Management 2008 — 2012
BS, Business Management
Glenbrook south 2006 — 2008
CFA Institute
Level II CFA Candidate
Brendan Devine Brendan Devine's Charles Schwab Experience July 2008 - September 2011
Job Senior Director Global Product Acceptance at Visa
Industry Banking
Experience
Visa April 2015 - Present
US Bank September 2011 - March 2015
Charles Schwab July 2008 - September 2011
Wells Fargo Bank May 2002 - July 2008
Wells Fargo Bank January 2000 - May 2002
Wells Fargo Bank March 1998 - December 1999
BlackRock December 1996 - February 1998
Education
Trinity College Dublin
MBA, Finance, Marketing
Dublin Institute of Technology
B. Sc. in Finance & Marketing (Honors), Finance & Marketing, 4.0
Visa April 2015 - Present
US Bank September 2011 - March 2015
Charles Schwab July 2008 - September 2011
Wells Fargo Bank May 2002 - July 2008
Wells Fargo Bank January 2000 - May 2002
Wells Fargo Bank March 1998 - December 1999
BlackRock December 1996 - February 1998
Education
Trinity College Dublin
MBA, Finance, Marketing
Dublin Institute of Technology
B. Sc. in Finance & Marketing (Honors), Finance & Marketing, 4.0
Anne Grossnickle, CEBS's Charles Schwab Experience 1996 - 1998
Job Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Wells Fargo October 2010 - August 2011
The Newport Group March 2009 - September 2010
Wachovia Retirement Services January 2007 - March 2009
Wachovia Retirement Services March 1998 - January 2007
Charles Schwab 1996 - 1998
Charles Schwab March 1992 - January 1996
Aon Consulting October 1984 - March 1992
Skills
Leadership, Sales, CRM, Retirement, Retirement Planning, Financial Services, Relationship Management, Risk Management
Education
East Carolina University 1982 — 1984
MBA, Finance
Duke University 1977 — 1981
Bachelor of Arts, Business, Psychology
Wells Fargo August 2011 - Present
Wells Fargo October 2010 - August 2011
The Newport Group March 2009 - September 2010
Wachovia Retirement Services January 2007 - March 2009
Wachovia Retirement Services March 1998 - January 2007
Charles Schwab 1996 - 1998
Charles Schwab March 1992 - January 1996
Aon Consulting October 1984 - March 1992
Skills
Leadership, Sales, CRM, Retirement, Retirement Planning, Financial Services, Relationship Management, Risk Management
Education
East Carolina University 1982 — 1984
MBA, Finance
Duke University 1977 — 1981
Bachelor of Arts, Business, Psychology
Jennifer Winn Jennifer Winn's Charles Schwab Experience 1992 - 1996
Job Executive Consultant & Coach
Industry Professional Training & Coaching
Experience
Winn Performance Partners 1998 - Present
Hewitt Associates 1997 - 1999
Charles Schwab 1992 - 1996
Foote, Cone & Belding 1990 - 1992
First Boston 1985 - 1988
Skills
Executive Coaching, Leadership Development, 360 Feedback, Executive Development, MBTI, Team Building, Career Counseling, Organizational..., Employee Engagement, Organizational..., Talent Management, Career Development, Succession Planning, Performance Management, Coaching, Leadership, Workshop Facilitation, Program Management, Management Consulting, Management, Executive Management, Management Development, Employee Relations, Emotional Intelligence, Interviews, Organizational Design, Consulting, Culture Change, Performance Improvement, Strategic Planning, Public Speaking, Start-ups, Strategy, Change Management, Training, Personal Development, Career Management, Entrepreneurship, Employee Training, Cross Functional Team..., Staff Development, Business Coaching, Training Delivery, Instructional Design
Education
Stanford Graduate School of Business 1988 — 1990
MBA, Business Administration and Management, General
Drake University
Theatre
University of Missouri
BA, Theatre
Winn Performance Partners 1998 - Present
Hewitt Associates 1997 - 1999
Charles Schwab 1992 - 1996
Foote, Cone & Belding 1990 - 1992
First Boston 1985 - 1988
Skills
Executive Coaching, Leadership Development, 360 Feedback, Executive Development, MBTI, Team Building, Career Counseling, Organizational..., Employee Engagement, Organizational..., Talent Management, Career Development, Succession Planning, Performance Management, Coaching, Leadership, Workshop Facilitation, Program Management, Management Consulting, Management, Executive Management, Management Development, Employee Relations, Emotional Intelligence, Interviews, Organizational Design, Consulting, Culture Change, Performance Improvement, Strategic Planning, Public Speaking, Start-ups, Strategy, Change Management, Training, Personal Development, Career Management, Entrepreneurship, Employee Training, Cross Functional Team..., Staff Development, Business Coaching, Training Delivery, Instructional Design
Education
Stanford Graduate School of Business 1988 — 1990
MBA, Business Administration and Management, General
Drake University
Theatre
University of Missouri
BA, Theatre
Grant McCabe's Charles Schwab Experience June 2014 - August 2014
Job Student at Duke University
Industry Higher Education
Experience
Duke University September 2011 - Present
Charles Schwab June 2014 - August 2014
Skills
Java, Coding Languages, Baseball, Computer Science, Teamwork
Education
Duke University 2011 — 2015
Computer Science, 3.1
Duke University September 2011 - Present
Charles Schwab June 2014 - August 2014
Skills
Java, Coding Languages, Baseball, Computer Science, Teamwork
Education
Duke University 2011 — 2015
Computer Science, 3.1
Patrick Gosselin's Charles Schwab Experience June 2014 - Present
Job Voice and Network Services at Charles Schwab
Industry Telecommunications
Experience
Charles Schwab June 2014 - Present
Cable ONE Business January 2010 - June 2014
2wire January 2008 - December 2010
Skills
Network Administration, Networking, Network Engineering, Cisco IOS, Cisco Routers, Cisco Technologies, IT Operations, VPN, Routers, WAN
Education
East Valley Institute of Technology
Interface Technical Training
CCNA
Charles Schwab June 2014 - Present
Cable ONE Business January 2010 - June 2014
2wire January 2008 - December 2010
Skills
Network Administration, Networking, Network Engineering, Cisco IOS, Cisco Routers, Cisco Technologies, IT Operations, VPN, Routers, WAN
Education
East Valley Institute of Technology
Interface Technical Training
CCNA
Warren Straub Warren Straub's Charles Schwab Experience April 2015 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Wells Fargo October 2013 - April 2015
Lincoln Investment Planning May 2011 - October 2013
Education
East Carolina University - College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Charles Schwab April 2015 - Present
Wells Fargo October 2013 - April 2015
Lincoln Investment Planning May 2011 - October 2013
Education
East Carolina University - College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Cameron O. Anderson Cameron O. Anderson's Charles Schwab Experience 2012 - 2014
Job Certified Management Consultant
Industry Professional Training & Coaching
Experience
e-roleplay Inc December 2012 - Present
Anderson Sabourin Consulting Inc. April 2008 - Present
Bank of America June 2013 - January 2015
SunTrust Bank 2014 - 2015
The Lubrizol Corporation 2013 - 2015
BT 2013 - 2014
Charles Schwab 2012 - 2014
AFD Petroleum Ltd. 2011 - 2014
BNY Mellon 2011 - 2014
BMO Financial Group February 2008 - 2014
Skills
Capital Markets, Change Management, Strategic Planning, Business Analysis, Equities, Investments, Securities, Portfolio Management, Asset Managment, Financial Services, Business Strategy, Wealth Management, Risk Management, Coaching, Investment Banking, Fixed Income, Program Management, Requirements Analysis, Financial Analysis, Finance, Training, Banking, Strategy, Leadership, Employee Training, Consulting, Mergers & Acquisitions, Financial Risk
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Strategy and Finance
Queen's University 1981 — 1985
B.A. (Hons.), Politics, History and Economics
Duke University
MOOC, Behavioral Economics; Game Theory;
e-roleplay Inc December 2012 - Present
Anderson Sabourin Consulting Inc. April 2008 - Present
Bank of America June 2013 - January 2015
SunTrust Bank 2014 - 2015
The Lubrizol Corporation 2013 - 2015
BT 2013 - 2014
Charles Schwab 2012 - 2014
AFD Petroleum Ltd. 2011 - 2014
BNY Mellon 2011 - 2014
BMO Financial Group February 2008 - 2014
Skills
Capital Markets, Change Management, Strategic Planning, Business Analysis, Equities, Investments, Securities, Portfolio Management, Asset Managment, Financial Services, Business Strategy, Wealth Management, Risk Management, Coaching, Investment Banking, Fixed Income, Program Management, Requirements Analysis, Financial Analysis, Finance, Training, Banking, Strategy, Leadership, Employee Training, Consulting, Mergers & Acquisitions, Financial Risk
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Strategy and Finance
Queen's University 1981 — 1985
B.A. (Hons.), Politics, History and Economics
Duke University
MOOC, Behavioral Economics; Game Theory;
Heather Brigham Hall Heather Brigham Hall's Charles Schwab Experience 2000 - 2004
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - Present
Century 21 June 2009 - April 2010
Autodesk 2005 - 2006
Charles Schwab 2000 - 2004
Charles Schwab March 1996 - 2000
Charles Schwab November 1994 - June 1996
Western Lease Sales 1985 - 1990
American Airlines January 1984 - January 1985
Skills
Investments, Insurance, Business Analysis, Customer Service, Finance, Financial Planning, Human Resources, Leadership, Mutual Funds, Retirement, Real Estate, Portfolio Management, Management, Fundraising, Retirement Planning, Sales, Securities, Strategic Financial..., Training, Strategy, Wealth Management
Education
Dominican University
BS, Humanities
San Domenico School 1978 — 1982
high school
Wells Fargo Advisors, LLC April 2010 - Present
Century 21 June 2009 - April 2010
Autodesk 2005 - 2006
Charles Schwab 2000 - 2004
Charles Schwab March 1996 - 2000
Charles Schwab November 1994 - June 1996
Western Lease Sales 1985 - 1990
American Airlines January 1984 - January 1985
Skills
Investments, Insurance, Business Analysis, Customer Service, Finance, Financial Planning, Human Resources, Leadership, Mutual Funds, Retirement, Real Estate, Portfolio Management, Management, Fundraising, Retirement Planning, Sales, Securities, Strategic Financial..., Training, Strategy, Wealth Management
Education
Dominican University
BS, Humanities
San Domenico School 1978 — 1982
high school
Liz Enochs Liz Enochs's Charles Schwab Experience March 2013 - Present
Job Senior Editor, Market Insight at Charles Schwab
Industry Media Production
Experience
Charles Schwab March 2013 - Present
PenPoint Media December 2008 - Present
GreenBiz Group May 2012 - February 2013
Society of Professional Journalists-Northern California March 2010 - August 2012
The Recorder 2011 - 2012
Daily Journal Corp 2009 - 2011
Hanley Wood March 2006 - November 2008
Red Herring 2005 - 2006
Bloomberg News 1998 - 2003
Californa Public Finance, a publication of The Bond Buyer/American Banker 1996 - 1998
Skills
Journalism, Editing, Editorial, Storytelling, Magazines, Copy Editing, News Writing, Newspapers, Investigative Reporting, Publishing, Proofreading, Content Development, Business Journalism, Writing, Blogging, Feature Articles, Management, Business News, Breaking News, Online Publishing, Research, Editorial Project..., Finance, Books, Content Strategy, Online Journalism, Web Content, Editorial Production, Financial Writing, Magazine Writing, Social Media, AP Style, Newsroom Management, Editorial Strategy, Online Writing, News, digital strategy, digital media
Education
Duke University 1984 — 1988
B.A., English; Sub-specialties: Anthropology, French
Charles Schwab March 2013 - Present
PenPoint Media December 2008 - Present
GreenBiz Group May 2012 - February 2013
Society of Professional Journalists-Northern California March 2010 - August 2012
The Recorder 2011 - 2012
Daily Journal Corp 2009 - 2011
Hanley Wood March 2006 - November 2008
Red Herring 2005 - 2006
Bloomberg News 1998 - 2003
Californa Public Finance, a publication of The Bond Buyer/American Banker 1996 - 1998
Skills
Journalism, Editing, Editorial, Storytelling, Magazines, Copy Editing, News Writing, Newspapers, Investigative Reporting, Publishing, Proofreading, Content Development, Business Journalism, Writing, Blogging, Feature Articles, Management, Business News, Breaking News, Online Publishing, Research, Editorial Project..., Finance, Books, Content Strategy, Online Journalism, Web Content, Editorial Production, Financial Writing, Magazine Writing, Social Media, AP Style, Newsroom Management, Editorial Strategy, Online Writing, News, digital strategy, digital media
Education
Duke University 1984 — 1988
B.A., English; Sub-specialties: Anthropology, French
Matt Mann, PMP Matt Mann, PMP's Charles Schwab Experience January 2006 - March 2007
Job Senior Project Manager ~ Highlands Ranch, Colorado at Diebold
Industry Financial Services
Experience
Diebold ~ North America Operations June 2011 - Present
Denver Health July 2010 - June 2011
Great-West Life and Annuity Insurance Company February 2009 - December 2009
Presbyterian Healthcare Services April 2008 - January 2009
Matt Mann Consulting, LLC March 2007 - January 2009
Charles Schwab January 2006 - March 2007
OppenheimerFunds August 1997 - January 2006
Skills
Cross-functional Team..., Six Sigma, CRM, Process Improvement, Project Management..., Lean Six Sigma Black...
Education
University of Denver 2002 — 2005
Master of Applied Science in Technology Management with a Leadership emphasis
Drake University 1993 — 1995
Bachelor of Science in Business Management with an Economics emphasis
Diebold ~ North America Operations June 2011 - Present
Denver Health July 2010 - June 2011
Great-West Life and Annuity Insurance Company February 2009 - December 2009
Presbyterian Healthcare Services April 2008 - January 2009
Matt Mann Consulting, LLC March 2007 - January 2009
Charles Schwab January 2006 - March 2007
OppenheimerFunds August 1997 - January 2006
Skills
Cross-functional Team..., Six Sigma, CRM, Process Improvement, Project Management..., Lean Six Sigma Black...
Education
University of Denver 2002 — 2005
Master of Applied Science in Technology Management with a Leadership emphasis
Drake University 1993 — 1995
Bachelor of Science in Business Management with an Economics emphasis
Kristopher Bell Kristopher Bell's Charles Schwab Experience March 2015 - Present
Job Production Support Coordinator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2015 - Present
KINEX INC. February 2013 - December 2014
KINEX INC. / US Army Night Vision December 2010 - February 2013
United States Postal Service April 2010 - November 2010
Bridges of Hope June 2008 - April 2010
East Carolina University June 2009 - July 2009
Skills
Advanced knowledge and..., Program Management, Security Clearance, Training, Troubleshooting, Linux, Customer Service, Testing, Microsoft Excel, Technical Support, Databases
Education
East Carolina University 2005 — 2009
Bachelor of Science (BS), Information Technology
Charles Schwab March 2015 - Present
KINEX INC. February 2013 - December 2014
KINEX INC. / US Army Night Vision December 2010 - February 2013
United States Postal Service April 2010 - November 2010
Bridges of Hope June 2008 - April 2010
East Carolina University June 2009 - July 2009
Skills
Advanced knowledge and..., Program Management, Security Clearance, Training, Troubleshooting, Linux, Customer Service, Testing, Microsoft Excel, Technical Support, Databases
Education
East Carolina University 2005 — 2009
Bachelor of Science (BS), Information Technology
Junu Phillips's Charles Schwab Experience March 2012 - April 2014
Job Sr. Recruiter at salesforce.com
Industry Staffing and Recruiting
Experience
salesforce.com April 2014 - Present
Charles Schwab March 2012 - April 2014
Beeline April 2011 - March 2012
Apex Systems April 2009 - April 2011
Apex Systems, Inc. March 2008 - April 2009
Apex Systems March 2006 - March 2008
ADP March 2004 - March 2006
Apex Systems July 2002 - March 2004
Skills
Vendor Management, Business Development, Sourcing & Procurement, Technical Recruiting
Education
Doane College 1998 — 2002
Bachelor's, Mass Communication (Radio/TV/Print)
salesforce.com April 2014 - Present
Charles Schwab March 2012 - April 2014
Beeline April 2011 - March 2012
Apex Systems April 2009 - April 2011
Apex Systems, Inc. March 2008 - April 2009
Apex Systems March 2006 - March 2008
ADP March 2004 - March 2006
Apex Systems July 2002 - March 2004
Skills
Vendor Management, Business Development, Sourcing & Procurement, Technical Recruiting
Education
Doane College 1998 — 2002
Bachelor's, Mass Communication (Radio/TV/Print)
Rebecca Green, CFP® Rebecca Green, CFP®'s Charles Schwab Experience June 1998 - March 2002
Job Principal at Springboard Asset Management, LLC
Industry Investment Management
Experience
Springboard Asset Management, LLC September 2011 - Present
Asset Strategies Inc October 2007 - September 2011
TD Ameritrade November 2006 - October 2007
Fidelity Investments July 2003 - July 2006
Charles Schwab June 1998 - March 2002
Skills
Investment Advisory, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Retirement, 401k, College Savings Plans
Education
Eastern Connecticut State University 1993 — 1997
BS, Business Administration
Springboard Asset Management, LLC September 2011 - Present
Asset Strategies Inc October 2007 - September 2011
TD Ameritrade November 2006 - October 2007
Fidelity Investments July 2003 - July 2006
Charles Schwab June 1998 - March 2002
Skills
Investment Advisory, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Retirement, 401k, College Savings Plans
Education
Eastern Connecticut State University 1993 — 1997
BS, Business Administration
Lynsie Ulrich, MBA Lynsie Ulrich, MBA's Charles Schwab Experience May 2012 - November 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US September 2015 - Present
Dominican University of California August 2011 - Present
Peet's Coffee & Tea August 2009 - March 2015
Charles Schwab May 2012 - November 2012
International Solutions Network, consulting company June 2011 - August 2011
Arizona Grand Resort May 2007 - July 2010
Skills
Customer Service, Accounting, Accounts Payable, Analysis, Marketing, PowerPoint, Finance, Financial Analysis, Leadership, Sales, Microsoft Excel, Teamwork, Editing, Time Management, Microsoft Word, Budgets, Social Networking, Microsoft Office, Auditing, Public Speaking, Social Media, Research
Education
Dominican University of California 2014 — 2015
Master of Business Administration (M.B.A.), International/Global Management Studies
Dominican University of California 2010 — 2014
Business Administration, Management & Accounting, Minor in Leadership
KPMG US September 2015 - Present
Dominican University of California August 2011 - Present
Peet's Coffee & Tea August 2009 - March 2015
Charles Schwab May 2012 - November 2012
International Solutions Network, consulting company June 2011 - August 2011
Arizona Grand Resort May 2007 - July 2010
Skills
Customer Service, Accounting, Accounts Payable, Analysis, Marketing, PowerPoint, Finance, Financial Analysis, Leadership, Sales, Microsoft Excel, Teamwork, Editing, Time Management, Microsoft Word, Budgets, Social Networking, Microsoft Office, Auditing, Public Speaking, Social Media, Research
Education
Dominican University of California 2014 — 2015
Master of Business Administration (M.B.A.), International/Global Management Studies
Dominican University of California 2010 — 2014
Business Administration, Management & Accounting, Minor in Leadership
Yuk Ping Ng Yuk Ping Ng's Charles Schwab Experience October 2011 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
E*TRADE Financial 2009 - 2011
Pitney Bowes 2007 - 2009
Pitney Bowes 2004 - 2007
Pitney Bowes 2002 - 2004
Credit Suisse First Boston 2001 - 2002
Skills
Strategy, Financial Modeling, Forecasting, Mergers, Divestitures, Negotiations, M&A, Acquisitions, Corporate Development, Finance, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Business Planning, Management, Capital Markets, Risk Management, Valuation, Acquisition Integration, Financial Analysis, Analysis, Leadership, Negotiation, Investment Banking
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
Imperial College London 1989 — 1992
BEng, Electrical Engineering
Charles Schwab October 2011 - Present
E*TRADE Financial 2009 - 2011
Pitney Bowes 2007 - 2009
Pitney Bowes 2004 - 2007
Pitney Bowes 2002 - 2004
Credit Suisse First Boston 2001 - 2002
Skills
Strategy, Financial Modeling, Forecasting, Mergers, Divestitures, Negotiations, M&A, Acquisitions, Corporate Development, Finance, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Business Planning, Management, Capital Markets, Risk Management, Valuation, Acquisition Integration, Financial Analysis, Analysis, Leadership, Negotiation, Investment Banking
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
Imperial College London 1989 — 1992
BEng, Electrical Engineering
Tahira Damon Tahira Damon's Charles Schwab Experience October 2010 - Present
Job Estates Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2010 - Present
Coldwell Banker Residential Brokerage April 2002 - October 2010
U.S. Department of Labor March 2010 - September 2010
Skills
Outlook, Recruiting, Retirement Planning, Team Building, Project Management, Coaching, Event Planning, Microsoft Word, Social Media Marketing, Public Speaking, Leadership Development, New Business Development, Strategic Planning, Social Networking, Account Management, Business Planning, Business Development, Employee Training, Strategic Financial..., Marketing Strategy, Sales, PowerPoint, Microsoft Excel, Customer Service, Marketing, Financial Planning
Education
Kaplan University 2008 — 2011
Business Administration and Management, General
East Stroudsburg University of Pennsylvania 2005 — 2008
Business Adminstration
Union County College 1995 — 1999
Associate in Applied Science
Charles Schwab October 2010 - Present
Coldwell Banker Residential Brokerage April 2002 - October 2010
U.S. Department of Labor March 2010 - September 2010
Skills
Outlook, Recruiting, Retirement Planning, Team Building, Project Management, Coaching, Event Planning, Microsoft Word, Social Media Marketing, Public Speaking, Leadership Development, New Business Development, Strategic Planning, Social Networking, Account Management, Business Planning, Business Development, Employee Training, Strategic Financial..., Marketing Strategy, Sales, PowerPoint, Microsoft Excel, Customer Service, Marketing, Financial Planning
Education
Kaplan University 2008 — 2011
Business Administration and Management, General
East Stroudsburg University of Pennsylvania 2005 — 2008
Business Adminstration
Union County College 1995 — 1999
Associate in Applied Science
Valerie Lane Valerie Lane's Charles Schwab Experience August 1996 - October 2003
Job Lennar Commercial
Industry Real Estate
Experience
Lennar Commercial August 2015 - Present
CBRE May 2013 - August 2015
CBRE July 2010 - April 2013
CB Richard Ellis November 2007 - July 2010
Catellus Development Corporation 2005 - 2007
Shorenstein Realty Services 2003 - 2005
Charles Schwab August 1996 - October 2003
China Basin Landing 1994 - 1996
The Prometheus Company 1992 - 1994
Mellon McMahan Real Estate Advisors 1989 - 1992
Skills
Corporate Real Estate, Property Management, Real Estate, Lease Administration, Real Estate Development, Real Estate Economics, Commercial Real Estate, Asset Managment, Real Estate Transactions, Facilities Management, Leases, Disposition, Due Diligence, Tenant, Budget Process, Asset Management, Contract Negotiation, Landlords, Portfolio Management, Shopping Centers, Lease Negotiations, Investment Properties, Property, Dispositions
Education
Dominican University of California
MBA, Strategic Leadership
Lennar Commercial August 2015 - Present
CBRE May 2013 - August 2015
CBRE July 2010 - April 2013
CB Richard Ellis November 2007 - July 2010
Catellus Development Corporation 2005 - 2007
Shorenstein Realty Services 2003 - 2005
Charles Schwab August 1996 - October 2003
China Basin Landing 1994 - 1996
The Prometheus Company 1992 - 1994
Mellon McMahan Real Estate Advisors 1989 - 1992
Skills
Corporate Real Estate, Property Management, Real Estate, Lease Administration, Real Estate Development, Real Estate Economics, Commercial Real Estate, Asset Managment, Real Estate Transactions, Facilities Management, Leases, Disposition, Due Diligence, Tenant, Budget Process, Asset Management, Contract Negotiation, Landlords, Portfolio Management, Shopping Centers, Lease Negotiations, Investment Properties, Property, Dispositions
Education
Dominican University of California
MBA, Strategic Leadership
Jason JP Snow's Charles Schwab Experience July 2015 - Present
Job Vice President Institutional Analytics at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab November 2012 - July 2015
Charles Schwab July 2011 - November 2012
Charles Schwab February 2008 - July 2011
Charles Schwab January 2006 - February 2008
Charles Schwab November 2001 - December 2005
Charles Schwab October 2000 - November 2001
Charles Schwab November 1998 - October 2000
Charles Schwab June 1997 - November 1998
GE Capital July 1996 - June 1997
Skills
Analytics, Strategy, Strategy Execution, Strategic Planning, Project Management, Talent Developer, Employee Engagement, Public Speaking, Quantitative Analytics, Marketing, Data Analysis, Team Building, Investments, Leadership, Portfolio Management, Program Management, Risk Management, Training, Business Strategy, Financial Risk, Call Centers, Customer Service, Leadership Development, Budgets, Mutual Funds, Customer Experience, Nonprofits, Insurance, Fixed Income, Product Management, Marketing Research
Education
SIFMA and The Wharton School 2013 — 2015
Securities Industry Institute, leadership development program for financial services executives
Duke University 1991 — 1992
Began Ph.D. in Economics
Ohio University 1988 — 1991
Bachelor's Degree, Economics, Mathematics
Charles Schwab July 2015 - Present
Charles Schwab November 2012 - July 2015
Charles Schwab July 2011 - November 2012
Charles Schwab February 2008 - July 2011
Charles Schwab January 2006 - February 2008
Charles Schwab November 2001 - December 2005
Charles Schwab October 2000 - November 2001
Charles Schwab November 1998 - October 2000
Charles Schwab June 1997 - November 1998
GE Capital July 1996 - June 1997
Skills
Analytics, Strategy, Strategy Execution, Strategic Planning, Project Management, Talent Developer, Employee Engagement, Public Speaking, Quantitative Analytics, Marketing, Data Analysis, Team Building, Investments, Leadership, Portfolio Management, Program Management, Risk Management, Training, Business Strategy, Financial Risk, Call Centers, Customer Service, Leadership Development, Budgets, Mutual Funds, Customer Experience, Nonprofits, Insurance, Fixed Income, Product Management, Marketing Research
Education
SIFMA and The Wharton School 2013 — 2015
Securities Industry Institute, leadership development program for financial services executives
Duke University 1991 — 1992
Began Ph.D. in Economics
Ohio University 1988 — 1991
Bachelor's Degree, Economics, Mathematics
Sarah Hind Sarah Hind's Charles Schwab Experience July 2005 - September 2010
Job Senior Manager, Personal Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard March 2013 - June 2015
Vanguard February 2012 - March 2013
Vanguard October 2010 - February 2012
Charles Schwab July 2005 - September 2010
Charles Schwab February 2003 - July 2005
Skills
Certified Financial..., Series 7, Series 66, Series 24, Financial Services
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University
Bachelor of Arts (BA), English
Vanguard July 2015 - Present
Vanguard March 2013 - June 2015
Vanguard February 2012 - March 2013
Vanguard October 2010 - February 2012
Charles Schwab July 2005 - September 2010
Charles Schwab February 2003 - July 2005
Skills
Certified Financial..., Series 7, Series 66, Series 24, Financial Services
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University
Bachelor of Arts (BA), English
Thomas Harty, AIF® Thomas Harty, AIF®'s Charles Schwab Experience May 2015 - Present
Job Director, Relationship Management Corporate and Retirement Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Sikich 2013 - 2015
JMG Financial Group, Ltd. 2010 - 2013
Fidelity Investments 1998 - 2008
Skills
Retirement Planning, Defined Benefit, Retirement, Investments, Defined Contribution, 401k, Due Diligence, Finance, Retirement Plan..., Retirement Solutions, Series 63, Investment Advisory, Financial Advisory, Financial Services
Education
Eastern Illinois University
BA, Business/Economics
Wheaton Central
Charles Schwab May 2015 - Present
Sikich 2013 - 2015
JMG Financial Group, Ltd. 2010 - 2013
Fidelity Investments 1998 - 2008
Skills
Retirement Planning, Defined Benefit, Retirement, Investments, Defined Contribution, 401k, Due Diligence, Finance, Retirement Plan..., Retirement Solutions, Series 63, Investment Advisory, Financial Advisory, Financial Services
Education
Eastern Illinois University
BA, Business/Economics
Wheaton Central
Jarrett Nobles's Charles Schwab Experience June 2007 - August 2007
Job MBA Candidate at Fuqua School of Business
Industry Sports
Experience
Fuqua School of Business July 2015 - Present
The Urbane Group LLC March 2007 - Present
Houston Astros October 2012 - July 2015
Edward Jones June 2009 - October 2012
Edward Jones June 2008 - June 2009
Florida A&M University September 2007 - May 2008
Charles Schwab June 2007 - August 2007
Toyota June 2006 - December 2006
US Census Bureau June 2005 - December 2005
Chartered Health Plan June 2003 - August 2003
Skills
Sports Marketing, Sponsorship Activation, Sponsorship Relations, Event Planning, Event Marketing Strategy, Personal Financial..., Series 7, Series 66, Separately Managed..., Unified Managed Accounts, Investment Advisory, Investment Advisory..., Mutual Funds, Project Planning, Sponsorship, Customer Service, Uniform Combined State..., Investment Strategies, Leadership, Marketing, Retirement Planning, Microsoft Excel, Sales Management, FINRA, Microsoft Office, Sales, PowerPoint, Financial Analysis, Financial Services, Process Improvement
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Florida Agricultural and Mechanical University 2003 — 2008
Bachelor’s Degree, Business Administration
DeMatha Catholic High School 1999 — 2003
Diploma
Fuqua School of Business July 2015 - Present
The Urbane Group LLC March 2007 - Present
Houston Astros October 2012 - July 2015
Edward Jones June 2009 - October 2012
Edward Jones June 2008 - June 2009
Florida A&M University September 2007 - May 2008
Charles Schwab June 2007 - August 2007
Toyota June 2006 - December 2006
US Census Bureau June 2005 - December 2005
Chartered Health Plan June 2003 - August 2003
Skills
Sports Marketing, Sponsorship Activation, Sponsorship Relations, Event Planning, Event Marketing Strategy, Personal Financial..., Series 7, Series 66, Separately Managed..., Unified Managed Accounts, Investment Advisory, Investment Advisory..., Mutual Funds, Project Planning, Sponsorship, Customer Service, Uniform Combined State..., Investment Strategies, Leadership, Marketing, Retirement Planning, Microsoft Excel, Sales Management, FINRA, Microsoft Office, Sales, PowerPoint, Financial Analysis, Financial Services, Process Improvement
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Florida Agricultural and Mechanical University 2003 — 2008
Bachelor’s Degree, Business Administration
DeMatha Catholic High School 1999 — 2003
Diploma
Jill Marshall Jill Marshall's Charles Schwab Experience February 1995 - October 1996
Job Client Executive at Vanguard
Industry Financial Services
Ethelda Makoid Ethelda Makoid's Charles Schwab Experience 2000 - 2005
Job Vice President, Technology
Industry Information Services
Experience
Thomson Reuters December 2014 - Present
Thomson Reuters August 2013 - December 2014
Thomson Reuters September 2010 - August 2013
Thomson Reuters January 2006 - September 2010
Charles Schwab 2000 - 2005
PECO Energy 1995 - 2000
The Vanguard Group 1986 - 1995
Skills
Project Management, Program Management, Integration, Strategy, Business Process, Business Process..., Business Transformation..., Large Scale..., Organizational Design, Process Optimization, Strategic Planning, Management, IT Strategy, Leadership, SAP, Analysis, Governance, Mergers & Acquisitions, Software Documentation, Operations Management, Business Transformation, Change Management, Enterprise Software, Business Process..., Business Analysis, Cross-functional Team..., Process Improvement, Vendor Management, SDLC, Business Intelligence
Education
Drexel University
MBA & BS, Accounting and Operations Management
Upper Merion High School
Thomson Reuters December 2014 - Present
Thomson Reuters August 2013 - December 2014
Thomson Reuters September 2010 - August 2013
Thomson Reuters January 2006 - September 2010
Charles Schwab 2000 - 2005
PECO Energy 1995 - 2000
The Vanguard Group 1986 - 1995
Skills
Project Management, Program Management, Integration, Strategy, Business Process, Business Process..., Business Transformation..., Large Scale..., Organizational Design, Process Optimization, Strategic Planning, Management, IT Strategy, Leadership, SAP, Analysis, Governance, Mergers & Acquisitions, Software Documentation, Operations Management, Business Transformation, Change Management, Enterprise Software, Business Process..., Business Analysis, Cross-functional Team..., Process Improvement, Vendor Management, SDLC, Business Intelligence
Education
Drexel University
MBA & BS, Accounting and Operations Management
Upper Merion High School
Jason Shepherd Jason Shepherd's Charles Schwab Experience June 2001 - August 2004
Job Controller, Baker Roofing Company
Industry Accounting
Experience
Baker Roofing Company September 2011 - Present
Dixon Hughes Goodman LLP September 2010 - September 2011
Dixon Hughes Goodman LLP July 2006 - September 2010
Dixon Hughes Goodman LLP August 2004 - July 2006
Charles Schwab June 2001 - August 2004
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, GAAP, Financial Accounting, Financial Analysis, QuickBooks, Sarbanes-Oxley Act, Tax, CPA, General Ledger, Tax Preparation, Account Reconciliation, Accounts Receivable, US GAAP, Accounts Payable, Budgets, Income Tax, External Audit, Revenue Recognition, Financial Statements, Managerial Finance, Bookkeeping, Sarbanes-Oxley, Internal Audit, Tax Research, Hospitality, Corporate Tax, Cost Accounting, Tax Returns, Fixed Assets, Cash Flow, Forecasting, Tax Accounting, Payroll, Event Planning, Golf Course Management
Education
North Carolina State University - College of Management 2003 — 2004
MAC, Accounting
Duke University 1996 — 2000
BA, History
Baker Roofing Company September 2011 - Present
Dixon Hughes Goodman LLP September 2010 - September 2011
Dixon Hughes Goodman LLP July 2006 - September 2010
Dixon Hughes Goodman LLP August 2004 - July 2006
Charles Schwab June 2001 - August 2004
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, GAAP, Financial Accounting, Financial Analysis, QuickBooks, Sarbanes-Oxley Act, Tax, CPA, General Ledger, Tax Preparation, Account Reconciliation, Accounts Receivable, US GAAP, Accounts Payable, Budgets, Income Tax, External Audit, Revenue Recognition, Financial Statements, Managerial Finance, Bookkeeping, Sarbanes-Oxley, Internal Audit, Tax Research, Hospitality, Corporate Tax, Cost Accounting, Tax Returns, Fixed Assets, Cash Flow, Forecasting, Tax Accounting, Payroll, Event Planning, Golf Course Management
Education
North Carolina State University - College of Management 2003 — 2004
MAC, Accounting
Duke University 1996 — 2000
BA, History
David Roesser David Roesser's Charles Schwab Experience 1997 - 2001
Job Experienced Financial Services Sales Professional
Industry Financial Services
Experience
Fidelity Investments July 2012 - December 2014
LPL Financial May 2010 - July 2012
Merrill Lynch 2005 - 2008
Merrill Lynch 2001 - 2005
Charles Schwab 1997 - 2001
Education
Dickinson College
BS, Mathematics
Temple University - Fox School of Business and Management
MBA, Finance and Economics
Fidelity Investments July 2012 - December 2014
LPL Financial May 2010 - July 2012
Merrill Lynch 2005 - 2008
Merrill Lynch 2001 - 2005
Charles Schwab 1997 - 2001
Education
Dickinson College
BS, Mathematics
Temple University - Fox School of Business and Management
MBA, Finance and Economics
Jarlath O'Carroll Jarlath O'Carroll's Charles Schwab Experience 1998 - 2002
Job Founder & CEO @ Jobspeaker
Industry Internet
Experience
Jobspeaker 2009 - Present
Oisin 2012 - Present
The Filter July 2011 - October 2012
Wells Fargo Bank March 2009 - July 2011
Billeo, Inc. May 2007 - March 2009
Deloitte Consulting 2004 - 2007
Oisin Inc. January 1998 - March 2006
London Business School 2003 - 2004
Revbox / Clairvergent (Acquired) 2001 - 2002
Charles Schwab 1998 - 2002
Skills
Business Development, Sales, Product Management, Program Management, Customer Experience, Entrepreneur, Personalization, Recommendations, Digital Media, Payment Services, Entrepreneurship, Mobile Devices, Product Marketing, Marketing Strategy, Start-ups, Business Strategy, Software Development, SaaS, Strategy, Leadership, Product Development, Integration, IT Strategy, Change Management, User Experience, Marketing, Management, Consulting, E-commerce, Professional Services, Strategic Partnerships, Mobile Applications, Analytics, Account Management, Enterprise Software, CRM, Cloud Computing, Go-to-market Strategy, Lead Generation, Vendor Management, Cross-functional Team..., Competitive Analysis, Business Intelligence, Executive Management, Salesforce.com, Agile Methodologies, Web Analytics, Agile Project Management
Education
London Business School 2003 — 2004
Sloan Fellow, Master of Science (MSc), Business Administration and Management, General
Dublin Institute of Technology
Diploma, Computer Science
Jobspeaker 2009 - Present
Oisin 2012 - Present
The Filter July 2011 - October 2012
Wells Fargo Bank March 2009 - July 2011
Billeo, Inc. May 2007 - March 2009
Deloitte Consulting 2004 - 2007
Oisin Inc. January 1998 - March 2006
London Business School 2003 - 2004
Revbox / Clairvergent (Acquired) 2001 - 2002
Charles Schwab 1998 - 2002
Skills
Business Development, Sales, Product Management, Program Management, Customer Experience, Entrepreneur, Personalization, Recommendations, Digital Media, Payment Services, Entrepreneurship, Mobile Devices, Product Marketing, Marketing Strategy, Start-ups, Business Strategy, Software Development, SaaS, Strategy, Leadership, Product Development, Integration, IT Strategy, Change Management, User Experience, Marketing, Management, Consulting, E-commerce, Professional Services, Strategic Partnerships, Mobile Applications, Analytics, Account Management, Enterprise Software, CRM, Cloud Computing, Go-to-market Strategy, Lead Generation, Vendor Management, Cross-functional Team..., Competitive Analysis, Business Intelligence, Executive Management, Salesforce.com, Agile Methodologies, Web Analytics, Agile Project Management
Education
London Business School 2003 — 2004
Sloan Fellow, Master of Science (MSc), Business Administration and Management, General
Dublin Institute of Technology
Diploma, Computer Science
Jonas Champion's Charles Schwab Experience March 2008 - November 2011
Job
Industry Investment Banking
Experience
CUSO December 2011 - Present
Big Brothers Big Sisters of the North Bay March 2013 - May 2015
Charles Schwab March 2008 - November 2011
Jos. A. Bank Clothiers December 2007 - March 2008
Spherion Professional Services December 2007 - January 2008
JTC International November 2006 - November 2007
Restaino Bunbury & Associates April 2006 - November 2006
Skills
Investments, Budgets, Financial Analysis, Asset Allocation, Strategic Planning, Team Building, Retirement Planning, Resource Allocation, Contingency Planning, Annuities, Product Placement, Brand Equity, Risk Management, Hedging
Education
Dominican University of California
Bachelors, International Business Management, CUM LAUDE
Dominican University of California
Master of Business Administration (MBA), Global Business
CUSO December 2011 - Present
Big Brothers Big Sisters of the North Bay March 2013 - May 2015
Charles Schwab March 2008 - November 2011
Jos. A. Bank Clothiers December 2007 - March 2008
Spherion Professional Services December 2007 - January 2008
JTC International November 2006 - November 2007
Restaino Bunbury & Associates April 2006 - November 2006
Skills
Investments, Budgets, Financial Analysis, Asset Allocation, Strategic Planning, Team Building, Retirement Planning, Resource Allocation, Contingency Planning, Annuities, Product Placement, Brand Equity, Risk Management, Hedging
Education
Dominican University of California
Bachelors, International Business Management, CUM LAUDE
Dominican University of California
Master of Business Administration (MBA), Global Business
Cory Fancher's Charles Schwab Experience February 2011 - August 2013
Job Investment Specialist Business Development Group at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Merrill Edge August 2013 - June 2014
Charles Schwab February 2011 - August 2013
Apollo Group July 2010 - February 2011
Jacksonville Jaguars July 2006 - March 2010
Skills
Series 7, Retirement Planning, Securities, Investments, Asset Allocation, Wealth Management, Financial Services, Financial Advisory, Series 66, Mutual Funds, Retirement, 401k, Investment Advisory, Uniform Combined State..., Investment Strategies, FINRA, Sales, Customer Service, Client Rapport
Education
East Carolina University 2001 — 2006
Bachelor of Arts (BA), Exercise and Sports Science Minor Business Administration
East Carolina University 2001 — 2006
Vanguard July 2014 - Present
Merrill Edge August 2013 - June 2014
Charles Schwab February 2011 - August 2013
Apollo Group July 2010 - February 2011
Jacksonville Jaguars July 2006 - March 2010
Skills
Series 7, Retirement Planning, Securities, Investments, Asset Allocation, Wealth Management, Financial Services, Financial Advisory, Series 66, Mutual Funds, Retirement, 401k, Investment Advisory, Uniform Combined State..., Investment Strategies, FINRA, Sales, Customer Service, Client Rapport
Education
East Carolina University 2001 — 2006
Bachelor of Arts (BA), Exercise and Sports Science Minor Business Administration
East Carolina University 2001 — 2006
Serhiy Sybirtsev Serhiy Sybirtsev's Charles Schwab Experience September 2012 - March 2013
Job Financial Analyst, MBA
Industry Financial Services
Experience
Northern Trust Bank July 2015 - Present
J.P. Morgan June 2015 - July 2015
Eternity Bros. Transportation Inc February 2014 - April 2015
Discover Financial Services July 2013 - December 2013
Charles Schwab September 2012 - March 2013
North Carolina State University August 2010 - May 2012
Greenhawk Corporation June 2011 - August 2011
VIPCAR Global LLC July 2008 - August 2010
RTI International (through Greene Resources) February 2009 - August 2009
CMP June 2007 - June 2008
Skills
Financial Analysis, Multicultural..., Corporate Development, International..., Consultancy, PowerPoint, Excel, Derivatives, Firm Valuation, Global Strategy, Strategic Alliances, SAP FI, Data Analysis, Financial Modeling, Business Analysis, Financial Accounting, Private Equity, Restaurant Management, Equity Research, Microsoft Excel, Valuation, SAP, Process Improvement, Business Process..., Leadership, Corporate Finance, Analysis, Finance, Mergers & Acquisitions, Management, Economics, Budgets, Program Management, Managerial Finance, Visio, Consulting
Education
North Carolina State University 2010 — 2012
MBA, Financial Management and Supply Chain
East Carolina University 2005 — 2007
MA, International Studies
International Christian University (Kyiv) 1998 — 2003
BBA, Management
MILP 1997 — 1999
Northern Trust Bank July 2015 - Present
J.P. Morgan June 2015 - July 2015
Eternity Bros. Transportation Inc February 2014 - April 2015
Discover Financial Services July 2013 - December 2013
Charles Schwab September 2012 - March 2013
North Carolina State University August 2010 - May 2012
Greenhawk Corporation June 2011 - August 2011
VIPCAR Global LLC July 2008 - August 2010
RTI International (through Greene Resources) February 2009 - August 2009
CMP June 2007 - June 2008
Skills
Financial Analysis, Multicultural..., Corporate Development, International..., Consultancy, PowerPoint, Excel, Derivatives, Firm Valuation, Global Strategy, Strategic Alliances, SAP FI, Data Analysis, Financial Modeling, Business Analysis, Financial Accounting, Private Equity, Restaurant Management, Equity Research, Microsoft Excel, Valuation, SAP, Process Improvement, Business Process..., Leadership, Corporate Finance, Analysis, Finance, Mergers & Acquisitions, Management, Economics, Budgets, Program Management, Managerial Finance, Visio, Consulting
Education
North Carolina State University 2010 — 2012
MBA, Financial Management and Supply Chain
East Carolina University 2005 — 2007
MA, International Studies
International Christian University (Kyiv) 1998 — 2003
BBA, Management
MILP 1997 — 1999
Jeremy Fernandez's Charles Schwab Experience February 1999 - April 2003
Job Substitute Teacher at Norwalk Community School District and Urbandale Community School District
Industry Education Management
Experience
Norwalk Community School District and Urbandale Community School District August 2014 - Present
Urbandale Community School District August 2008 - July 2014
Urbandale Community School District August 2009 - June 2014
Urbandale Education Association June 2009 - March 2013
Best Buy September 2004 - August 2008
Charles Schwab February 1999 - April 2003
Skills
Training, Curriculum Design, Staff Development, Literacy, Management, Teaching, Curriculum Development, Tutoring, Classroom Management, K-12, Special Education, Classroom, Secondary Education, Educational Technology, Lesson Planning, Differentiated..., Educational Leadership, Teacher Training, Elementary Education, Instructional Technology, Instructional Design, Higher Education, Adult Education
Education
Drake University 2010 — 2012
Master's degree, Educational Leadership and Administration, General
Drake University 2004 — 2008
Bachelor of Science (B.S.), Education
Norwalk Community School District and Urbandale Community School District August 2014 - Present
Urbandale Community School District August 2008 - July 2014
Urbandale Community School District August 2009 - June 2014
Urbandale Education Association June 2009 - March 2013
Best Buy September 2004 - August 2008
Charles Schwab February 1999 - April 2003
Skills
Training, Curriculum Design, Staff Development, Literacy, Management, Teaching, Curriculum Development, Tutoring, Classroom Management, K-12, Special Education, Classroom, Secondary Education, Educational Technology, Lesson Planning, Differentiated..., Educational Leadership, Teacher Training, Elementary Education, Instructional Technology, Instructional Design, Higher Education, Adult Education
Education
Drake University 2010 — 2012
Master's degree, Educational Leadership and Administration, General
Drake University 2004 — 2008
Bachelor of Science (B.S.), Education
Jack Collins's Charles Schwab Experience 1994 - 1997
Job National 401(k) Sales Manager
Industry Financial Services
Experience
NADA September 2013 - March 2015
Mutual of America February 2012 - September 2013
Human Resources Assocation of Southern Maryland November 2012 - July 2013
Live the Dream Coaching, LLC June 2010 - February 2012
1st Mariner Bank 2006 - 2010
Lincoln Financial Advisors 1999 - 2006
Charles Schwab 1994 - 1997
Skills
Investments, Strategic Planning, Public Speaking, Retirement Planning, Retirement Plan..., 401k, 403b, 457 plans, Series 7, Pensions, Defined Benefit, ERISA, Business Development, Sales, Marketing, 403 b, Portfolio Management, Employee Benefits, Retirement, Finance, CRM
Education
Dickinson College
Bachelor of Arts
Gilman
College Prep Baltimore, MD
NADA September 2013 - March 2015
Mutual of America February 2012 - September 2013
Human Resources Assocation of Southern Maryland November 2012 - July 2013
Live the Dream Coaching, LLC June 2010 - February 2012
1st Mariner Bank 2006 - 2010
Lincoln Financial Advisors 1999 - 2006
Charles Schwab 1994 - 1997
Skills
Investments, Strategic Planning, Public Speaking, Retirement Planning, Retirement Plan..., 401k, 403b, 457 plans, Series 7, Pensions, Defined Benefit, ERISA, Business Development, Sales, Marketing, 403 b, Portfolio Management, Employee Benefits, Retirement, Finance, CRM
Education
Dickinson College
Bachelor of Arts
Gilman
College Prep Baltimore, MD
Brian Henris's Charles Schwab Experience April 1994 - October 1998
Job Parent returning to work
Industry Financial Services
Experience
Parental Leave December 2005 - Present
First Union/Wachovia October 1998 - December 2005
Charles Schwab April 1994 - October 1998
Metropolitan Property And Casualty Insurance Company June 1991 - April 1994
Continental Insurance January 1988 - June 1991
U.S, Army January 1981 - January 1984
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Research, Microsoft Office, English, Team Building, Inventory Management, Teamwork, Editing, Sales Management, Teaching, Sales, Data Entry, Management, Windows
Education
Eastern Illinois University 1985 — 1987
Bachelor's degree, Political Science and Government, 3.87/4.0 scale
Parental Leave December 2005 - Present
First Union/Wachovia October 1998 - December 2005
Charles Schwab April 1994 - October 1998
Metropolitan Property And Casualty Insurance Company June 1991 - April 1994
Continental Insurance January 1988 - June 1991
U.S, Army January 1981 - January 1984
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Research, Microsoft Office, English, Team Building, Inventory Management, Teamwork, Editing, Sales Management, Teaching, Sales, Data Entry, Management, Windows
Education
Eastern Illinois University 1985 — 1987
Bachelor's degree, Political Science and Government, 3.87/4.0 scale
Will Trujillo, CFA Will Trujillo, CFA's Charles Schwab Experience September 2015 - Present
Job Senior Manager, AssetLiability Committee Reporting at Charles Schwab
Industry Banking
Experience
Charles Schwab September 2015 - Present
Federal Reserve Bank of Kansas City June 2013 - Present
Federal Reserve Bank of Kansas City August 2007 - June 2013
Skills
Financial Analysis, Capital Markets, Credit Risk, Credit Analysis, Liquidity Risk, Operational Risk, Enterprise Risk..., Equities
Education
Northwestern University 2015 — 2017
Master of Science (MS), Predictive Analytics
University of Colorado Boulder 2002 — 2007
Bachelor of Arts (B.A.), Economics with a Business Emphasis
Duke University
Economics
Charles Schwab September 2015 - Present
Federal Reserve Bank of Kansas City June 2013 - Present
Federal Reserve Bank of Kansas City August 2007 - June 2013
Skills
Financial Analysis, Capital Markets, Credit Risk, Credit Analysis, Liquidity Risk, Operational Risk, Enterprise Risk..., Equities
Education
Northwestern University 2015 — 2017
Master of Science (MS), Predictive Analytics
University of Colorado Boulder 2002 — 2007
Bachelor of Arts (B.A.), Economics with a Business Emphasis
Duke University
Economics
Kevin Kraus's Charles Schwab Experience May 2013 - Present
Job Vice President, Digital Product & Design Management
Industry Computer Software
Experience
Advisor Software June 2015 - Present
Charles Schwab May 2013 - Present
Charles Schwab November 2005 - April 2013
Charles Schwab January 2000 - October 2005
Charles Schwab November 1993 - December 1999
Skills
Product Management, Financial Services, Product Marketing, Management, Strategy, Business Strategy, Product Development, Investments, Leadership, Finance, Trading, Enterprise Software, Customer Service, Electronic Trading, Marketing Strategy, Relationship Management, Project Management, SaaS, Cloud Applications, Wealth Management, FinTech, Strategic Partnerships
Education
Providence College
Bachelor of Arts (BA), Business Administration Minor
Dominican University of California
Master of Business Administration (MBA), Strategic Leadership
Advisor Software June 2015 - Present
Charles Schwab May 2013 - Present
Charles Schwab November 2005 - April 2013
Charles Schwab January 2000 - October 2005
Charles Schwab November 1993 - December 1999
Skills
Product Management, Financial Services, Product Marketing, Management, Strategy, Business Strategy, Product Development, Investments, Leadership, Finance, Trading, Enterprise Software, Customer Service, Electronic Trading, Marketing Strategy, Relationship Management, Project Management, SaaS, Cloud Applications, Wealth Management, FinTech, Strategic Partnerships
Education
Providence College
Bachelor of Arts (BA), Business Administration Minor
Dominican University of California
Master of Business Administration (MBA), Strategic Leadership
Jordan Turnbo Jordan Turnbo's Charles Schwab Experience June 2015 - Present
Job Store Manager/Buyer at Eliza Ash Boutique
Industry Apparel & Fashion
Experience
Rodan + Fields June 2015 - Present
Charles Schwab June 2015 - Present
Eliza Ash Boutique September 2012 - Present
Hostel Rocket November 2014 - June 2015
Professional Financial Services August 2013 - November 2014
Monkee's of Raleigh May 2013 - August 2013
Alpha Delta Pi Sorority December 2011 - December 2012
Nationwide Insurance April 2010 - September 2012
Alpha Delta Pi Sorority December 2009 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Time Management, Microsoft Word, Social Media, Secured Loans, Teamwork, Sales, A/R Collections, Social Networking, Bankruptcy, General Insurance, Event Planning, Public Speaking, Leadership Development, Marketing, Social Media Marketing, Facebook, Communication, Research, Goal Setting, Budget Analysis, Personnel Management, Needs Analysis, Content Editing, G/L Reconciliations, Management
Education
East Carolina University 2009 — 2013
Bachelor of Science in Business Administration, Managerial Finance
Wakefield High School 2005 — 2009
Rodan + Fields June 2015 - Present
Charles Schwab June 2015 - Present
Eliza Ash Boutique September 2012 - Present
Hostel Rocket November 2014 - June 2015
Professional Financial Services August 2013 - November 2014
Monkee's of Raleigh May 2013 - August 2013
Alpha Delta Pi Sorority December 2011 - December 2012
Nationwide Insurance April 2010 - September 2012
Alpha Delta Pi Sorority December 2009 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Time Management, Microsoft Word, Social Media, Secured Loans, Teamwork, Sales, A/R Collections, Social Networking, Bankruptcy, General Insurance, Event Planning, Public Speaking, Leadership Development, Marketing, Social Media Marketing, Facebook, Communication, Research, Goal Setting, Budget Analysis, Personnel Management, Needs Analysis, Content Editing, G/L Reconciliations, Management
Education
East Carolina University 2009 — 2013
Bachelor of Science in Business Administration, Managerial Finance
Wakefield High School 2005 — 2009
Ami Thomas Ami Thomas's Charles Schwab Experience January 2014 - Present
Job Licensed Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Scottrade April 2008 - August 2013
Skills
Series 7, Series 66, Series 63, series 9, AAMS, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Editing, Strategic Planning, Finance, Leadership, Investments
Education
Dominican University of California 2014 — 2016
Master of Business Administration (MBA), Strategic Leadership & Global Business
University of the Pacific 2005 — 2009
Bachelor of Science (B.S.), Accounting
Charles Schwab January 2014 - Present
Scottrade April 2008 - August 2013
Skills
Series 7, Series 66, Series 63, series 9, AAMS, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Editing, Strategic Planning, Finance, Leadership, Investments
Education
Dominican University of California 2014 — 2016
Master of Business Administration (MBA), Strategic Leadership & Global Business
University of the Pacific 2005 — 2009
Bachelor of Science (B.S.), Accounting
Amy Zumbahlen's Charles Schwab Experience March 2013 - March 2014
Job Project Manager and Implementation Specialist
Industry Internet
Experience
Kimbia March 2014 - Present
Charles Schwab March 2013 - March 2014
Affiniscape (now YourMembership) April 2012 - January 2013
Digby January 2011 - March 2012
Neiman Marcus October 2008 - January 2011
Neiman Marcus January 2007 - October 2008
Keane Inc February 1999 - December 2006
Education
Eastern Illinois University
Bachelor of Arts, Economics
Kimbia March 2014 - Present
Charles Schwab March 2013 - March 2014
Affiniscape (now YourMembership) April 2012 - January 2013
Digby January 2011 - March 2012
Neiman Marcus October 2008 - January 2011
Neiman Marcus January 2007 - October 2008
Keane Inc February 1999 - December 2006
Education
Eastern Illinois University
Bachelor of Arts, Economics
Steve Geri Steve Geri's Charles Schwab Experience 2003 - 2005
Job Financial Services Leader
Industry Financial Services
Experience
Consultant 2014 - 2015
Savant Capital Management 2012 - 2014
InvestSimply LLC 2010 - 2012
Schwab Institutional 2008 - 2010
Schwab Institutional 2005 - 2008
Charles Schwab 2003 - 2005
Booz & Company 1997 - 2003
U.S. Army Missile Command 1992 - 1996
Skills
Investment Advisory, Wealth Management, Online Marketing, Strategy, Digital Strategy, Management Consulting, Digital Marketing, CFA, Strategy Development, Strategic Partnerships, Business Development, Portfolio Management, Asset Management, Investments, RIA, Account Management, Investment Management, Financial Advice, Model Portfolios, MBA, Investment Strategies, Financial Services, Series 66, Financial Advisory, Asset Allocation, SEO, SEM, Mergers & Acquisitions, Google Analytics
Education
Duke University - The Fuqua School of Business
MBA
Texas A&M University
MS
University of Washington
BS
Consultant 2014 - 2015
Savant Capital Management 2012 - 2014
InvestSimply LLC 2010 - 2012
Schwab Institutional 2008 - 2010
Schwab Institutional 2005 - 2008
Charles Schwab 2003 - 2005
Booz & Company 1997 - 2003
U.S. Army Missile Command 1992 - 1996
Skills
Investment Advisory, Wealth Management, Online Marketing, Strategy, Digital Strategy, Management Consulting, Digital Marketing, CFA, Strategy Development, Strategic Partnerships, Business Development, Portfolio Management, Asset Management, Investments, RIA, Account Management, Investment Management, Financial Advice, Model Portfolios, MBA, Investment Strategies, Financial Services, Series 66, Financial Advisory, Asset Allocation, SEO, SEM, Mergers & Acquisitions, Google Analytics
Education
Duke University - The Fuqua School of Business
MBA
Texas A&M University
MS
University of Washington
BS
Marcio Lucas Marcio Lucas's Charles Schwab Experience October 1997 - March 1999
Job International Marketing Manager Baldwin Hardware at Spectrum Brands
Industry Construction
Experience
Spectrum Brands July 2014 - Present
Printronix April 2013 - July 2014
Datamax-O'neil July 2009 - April 2013
Grendha Shoes Corp./ Mormaii August 2008 - July 2009
Traders Xpress LLC March 2002 - February 2009
Enterprise Rent-A-Car February 2001 - April 2002
Charles Schwab October 1997 - March 1999
Skills
Customer Relations, Promotions, Market Planning, Channel Management, Channel Marketing, Channel, Sales Management, New Business Development, Key Account Management, Marketing Strategy, Product Marketing, B2B, Solution Selling, Strategic Planning, Team Leadership, Cross-functional Team..., Customer Service, Problem Solving, Budgeting, Printers, Microsoft Office, Advertising, Retail, Business Planning, RFID, Competitive Analysis, Business Management, Budgets, Microsoft Excel, Salesforce.com, Marketing, Sales, Strategy, Account Management, Management, Channel Partners, Negotiation, Training, Leadership, Multi-channel Marketing, Go-to-market Strategy, Product Management, Email Marketing, Demand Generation, Business Development, RFID+, CRM, Lead Generation, Channel Relationship..., Channel Program...
Education
UCF- MBA 2012 — 2015
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Central Florida - College of Business Administration 1997 — 2000
B.S., Economics/ Marketing
Brevard Community College 1994 — 1997
AA, Engineering
Spectrum Brands July 2014 - Present
Printronix April 2013 - July 2014
Datamax-O'neil July 2009 - April 2013
Grendha Shoes Corp./ Mormaii August 2008 - July 2009
Traders Xpress LLC March 2002 - February 2009
Enterprise Rent-A-Car February 2001 - April 2002
Charles Schwab October 1997 - March 1999
Skills
Customer Relations, Promotions, Market Planning, Channel Management, Channel Marketing, Channel, Sales Management, New Business Development, Key Account Management, Marketing Strategy, Product Marketing, B2B, Solution Selling, Strategic Planning, Team Leadership, Cross-functional Team..., Customer Service, Problem Solving, Budgeting, Printers, Microsoft Office, Advertising, Retail, Business Planning, RFID, Competitive Analysis, Business Management, Budgets, Microsoft Excel, Salesforce.com, Marketing, Sales, Strategy, Account Management, Management, Channel Partners, Negotiation, Training, Leadership, Multi-channel Marketing, Go-to-market Strategy, Product Management, Email Marketing, Demand Generation, Business Development, RFID+, CRM, Lead Generation, Channel Relationship..., Channel Program...
Education
UCF- MBA 2012 — 2015
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Central Florida - College of Business Administration 1997 — 2000
B.S., Economics/ Marketing
Brevard Community College 1994 — 1997
AA, Engineering
Tom Denk Tom Denk's Charles Schwab Experience July 2000 - Present
Job Software Engineer
Industry Computer Software
Experience
Charles Schwab July 2000 - Present
Bank of America April 1996 - June 2000
Self employed May 1981 - April 1996
Toscana Bakery June 1972 - July 1980
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Software Design, Applications Software..., Financial Systems, IBM Mainframe, COBOLII, SQL DB2, IMS DB/DC, CICS, Technical Documentation, Technical Leadership, Solution Implementation, Golf, Fun, Art, Agile Methodologies, Drawing
Education
Diablo Valley College 1977 — 1979
Charles Schwab July 2000 - Present
Bank of America April 1996 - June 2000
Self employed May 1981 - April 1996
Toscana Bakery June 1972 - July 1980
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Software Design, Applications Software..., Financial Systems, IBM Mainframe, COBOLII, SQL DB2, IMS DB/DC, CICS, Technical Documentation, Technical Leadership, Solution Implementation, Golf, Fun, Art, Agile Methodologies, Drawing
Education
Diablo Valley College 1977 — 1979
Cody Zentner Cody Zentner's Charles Schwab Experience May 2014 - Present
Job Sr Manager, Vendor Oversight at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Bank of America May 2011 - May 2014
Skills
Banking, Credit, Loans, Mortgage Lending, Mortgage Servicing, Financial Services, FHA, Customer Service, Management, Mortgage Banking, Portfolio Management, Process Improvement, Refinance, Loan Origination, Risk Management, Residential Mortgages, Sales, Vendor Management
Education
Dickinson State University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Charles Schwab May 2014 - Present
Bank of America May 2011 - May 2014
Skills
Banking, Credit, Loans, Mortgage Lending, Mortgage Servicing, Financial Services, FHA, Customer Service, Management, Mortgage Banking, Portfolio Management, Process Improvement, Refinance, Loan Origination, Risk Management, Residential Mortgages, Sales, Vendor Management
Education
Dickinson State University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Kenneth M Lubas Kenneth M Lubas's Charles Schwab Experience January 1996 - January 2000
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2007 - November 2014
BMO Harris Private Banking January 2003 - July 2006
DLJ Direct April 2000 - January 2003
Charles Schwab January 1996 - January 2000
Skills
Customer Service, Microsoft Office, Project Management, Strategic Planning, Microsoft Excel, Leadership, Sales, Marketing, Public Speaking, New Business Development, Marketing Strategy, Asset Management
Education
University of South Florida, East Stroudsburg University 1985 — 1990
Economics
East Stroudsburg University of Pennsylvania
Bachelor of Arts (BA), Business/Managerial Economics
TIAA-CREF March 2007 - November 2014
BMO Harris Private Banking January 2003 - July 2006
DLJ Direct April 2000 - January 2003
Charles Schwab January 1996 - January 2000
Skills
Customer Service, Microsoft Office, Project Management, Strategic Planning, Microsoft Excel, Leadership, Sales, Marketing, Public Speaking, New Business Development, Marketing Strategy, Asset Management
Education
University of South Florida, East Stroudsburg University 1985 — 1990
Economics
East Stroudsburg University of Pennsylvania
Bachelor of Arts (BA), Business/Managerial Economics
Carl Hartman, ChFC®, AIF® Carl Hartman, ChFC®, AIF®'s Charles Schwab Experience 2005 - 2007
Job Senior VP, Principal, Senior Investment Officer at DiNuzzo Index Advisors, Inc.
Industry Investment Management
Experience
DiNuzzo Index Advisors, Inc. 2007 - Present
Charles Schwab 2005 - 2007
Elish & Elish Brokerage Co. 1996 - 2005
Skills
Investments, Investment Management, Retirement Income..., Tax-advantaged..., Investment Strategies
Education
Duquesne University
Bachelor of Science in Business Administration, Finance
Kent State University
Private Pilot Certificate, General Aviation
DiNuzzo Index Advisors, Inc. 2007 - Present
Charles Schwab 2005 - 2007
Elish & Elish Brokerage Co. 1996 - 2005
Skills
Investments, Investment Management, Retirement Income..., Tax-advantaged..., Investment Strategies
Education
Duquesne University
Bachelor of Science in Business Administration, Finance
Kent State University
Private Pilot Certificate, General Aviation
Denise Hughett, CRCM, MBA's Charles Schwab Experience January 2011 - November 2011
Job Vice President at WebBank
Industry Banking
Experience
WebBank July 2012 - Present
Charles Schwab January 2011 - November 2011
Sallie Mae Bank October 2007 - January 2011
Lehman Brothers Bank - Aurora Loan Services August 2003 - September 2007
Hudson Heritage FCU December 2001 - October 2002
Rhinebeck Savings Bank 1995 - 2001
Rondout Savings Bank August 1988 - December 1994
Empire of America August 1983 - June 1988
Skills
Compliance, Strategic Planning, Data Analysis, Staff Management, Writing, Editing, Research, Risk Management, Policy, Process Improvement, Team Building, Fundraising, Contract Negotiation, Social Media, Change Management, Analysis, Business Analysis, Proofreading, Product Development, Customer Relations, Teaching, Newsletters, Business Planning, Business Strategy, Operations Management, Governance, Organizational..., Due Diligence, Lean Applications, Risk Assessment, Project Management, SDLC, Mortgage Lending, Customer Service, Banking, Loans, Leadership, Executive Management, Coaching, Credit, Financial Risk, Human Resources, Financial Services
Education
Institute of Certified Bankers 2010 — 2010
CRCM
Marist College 2001 — 2006
MBA
National School of Banking 1998 — 2000
Marist College 1993 — 1997
BS
Dutchess Community College 1983 — 1993
AAS
Arlington Senior High School 1979 — 1982
WebBank July 2012 - Present
Charles Schwab January 2011 - November 2011
Sallie Mae Bank October 2007 - January 2011
Lehman Brothers Bank - Aurora Loan Services August 2003 - September 2007
Hudson Heritage FCU December 2001 - October 2002
Rhinebeck Savings Bank 1995 - 2001
Rondout Savings Bank August 1988 - December 1994
Empire of America August 1983 - June 1988
Skills
Compliance, Strategic Planning, Data Analysis, Staff Management, Writing, Editing, Research, Risk Management, Policy, Process Improvement, Team Building, Fundraising, Contract Negotiation, Social Media, Change Management, Analysis, Business Analysis, Proofreading, Product Development, Customer Relations, Teaching, Newsletters, Business Planning, Business Strategy, Operations Management, Governance, Organizational..., Due Diligence, Lean Applications, Risk Assessment, Project Management, SDLC, Mortgage Lending, Customer Service, Banking, Loans, Leadership, Executive Management, Coaching, Credit, Financial Risk, Human Resources, Financial Services
Education
Institute of Certified Bankers 2010 — 2010
CRCM
Marist College 2001 — 2006
MBA
National School of Banking 1998 — 2000
Marist College 1993 — 1997
BS
Dutchess Community College 1983 — 1993
AAS
Arlington Senior High School 1979 — 1982
Michael Illari, CFP®, MBA Michael Illari, CFP®, MBA's Charles Schwab Experience August 2012 - Present
Job Independent Branch Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
TD Ameritrade January 2007 - July 2012
New York Life Insurance Co May 2005 - July 2006
Education
Dowling College
Masters of Business Administration, Banking and Finance
Metropolitan State University of Denver
Bachelor of Science, Financial Services
Charles Schwab August 2012 - Present
TD Ameritrade January 2007 - July 2012
New York Life Insurance Co May 2005 - July 2006
Education
Dowling College
Masters of Business Administration, Banking and Finance
Metropolitan State University of Denver
Bachelor of Science, Financial Services
Maria Brundige's Charles Schwab Experience August 2015 - September 2015
Job Teacher at Kentfield School District
Industry Primary/Secondary Education
Experience
Charles Schwab August 2015 - September 2015
Kentfield School District 2004 - 2015
AT & T 2000 - 2002
Pacific Bell 1983 - 1996
Skills
Storyboarding, PowerPoint, Instructional Design, Training, Final Cut Pro, Videography, Editing, Teaching, Coaching, Leadership Development, Marketing, Microsoft Office, Strategic Planning, Social Media, Public Speaking, Public Relations, Customer Service, Management, Curriculum Design, Leadership, Project Management, Staff Development, Event Planning
Education
Dominican University of California 2002 — 2006
MS, Curriculum & Instruction
University of Southern California 1997 — 2000
BA, Cinema - Television Production
Charles Schwab August 2015 - September 2015
Kentfield School District 2004 - 2015
AT & T 2000 - 2002
Pacific Bell 1983 - 1996
Skills
Storyboarding, PowerPoint, Instructional Design, Training, Final Cut Pro, Videography, Editing, Teaching, Coaching, Leadership Development, Marketing, Microsoft Office, Strategic Planning, Social Media, Public Speaking, Public Relations, Customer Service, Management, Curriculum Design, Leadership, Project Management, Staff Development, Event Planning
Education
Dominican University of California 2002 — 2006
MS, Curriculum & Instruction
University of Southern California 1997 — 2000
BA, Cinema - Television Production
Jackie Giusti's Charles Schwab Experience July 2015 - Present
Job Research and Development Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab July 2015 - Present
IBM January 2014 - May 2015
Duke Innovative Design Agency February 2013 - December 2013
Duke University May 2012 - December 2013
NASA Glenn Research Center May 2013 - August 2013
Duke University June 2010 - August 2012
Walt Disney World January 2012 - May 2012
Duke University January 2011 - December 2011
Duke University June 2010 - December 2010
Duke University May 2010 - September 2010
Skills
Adobe Creative Suite, Java, JavaScript, Software, Customer Service, Final Cut Pro, Wordpress, Microsoft Office, Photoshop, InDesign, HTML, iMovie, CSS, C++, Python, WordPress, Graphic Design, Photography, Programming, Research
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Visual Studies, Computer Science
Charles Schwab July 2015 - Present
IBM January 2014 - May 2015
Duke Innovative Design Agency February 2013 - December 2013
Duke University May 2012 - December 2013
NASA Glenn Research Center May 2013 - August 2013
Duke University June 2010 - August 2012
Walt Disney World January 2012 - May 2012
Duke University January 2011 - December 2011
Duke University June 2010 - December 2010
Duke University May 2010 - September 2010
Skills
Adobe Creative Suite, Java, JavaScript, Software, Customer Service, Final Cut Pro, Wordpress, Microsoft Office, Photoshop, InDesign, HTML, iMovie, CSS, C++, Python, WordPress, Graphic Design, Photography, Programming, Research
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Visual Studies, Computer Science
Calvin Colton Calvin Colton's Charles Schwab Experience August 2008 - January 2009
Job Ecommerce Designer / Frontend Developer at Viator
Industry Internet
Experience
Viator February 2014 - Present
Mindjet July 2012 - January 2014
Epocrates May 2009 - April 2012
Charles Schwab August 2008 - January 2009
Spindustry Interactive June 2007 - January 2008
Skills
Graphic Design, CSS3, Illustrator, HTML 5, Content Management, InDesign, XML, HTML, jQuery, CSS, Dreamweaver, Photoshop, User Interface Design, JavaScript, Email Marketing, Mobile Applications, Web Content Management, Web Analytics, CMS, Mobile Devices, Web Development, Web Design, HTML5
Education
Drake University 2005 — 2008
BFA, Graphic Design
Viator February 2014 - Present
Mindjet July 2012 - January 2014
Epocrates May 2009 - April 2012
Charles Schwab August 2008 - January 2009
Spindustry Interactive June 2007 - January 2008
Skills
Graphic Design, CSS3, Illustrator, HTML 5, Content Management, InDesign, XML, HTML, jQuery, CSS, Dreamweaver, Photoshop, User Interface Design, JavaScript, Email Marketing, Mobile Applications, Web Content Management, Web Analytics, CMS, Mobile Devices, Web Development, Web Design, HTML5
Education
Drake University 2005 — 2008
BFA, Graphic Design
Brian Olson Brian Olson's Charles Schwab Experience July 2011 - Present
Job Regional Branch Executive at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Charles Schwab July 2004 - December 2011
Charles Schwab & Co September 2003 - June 2004
Charles Schwab February 2001 - August 2003
Charles Schwab August 1998 - January 2000
Charles Schwab September 1997 - August 1998
Avco Financial Services September 1996 - August 1997
MarketSource Corporation July 1995 - June 1996
Skills
Leadership, Management, Strategy, Mortgage Lending, Banking, Training, Credit, Series 63
Education
East Carolina University 1992 — 1995
B.S., Communications
Elon College 1991 — 1992
B.S, Communications
Charles Schwab July 2011 - Present
Charles Schwab July 2004 - December 2011
Charles Schwab & Co September 2003 - June 2004
Charles Schwab February 2001 - August 2003
Charles Schwab August 1998 - January 2000
Charles Schwab September 1997 - August 1998
Avco Financial Services September 1996 - August 1997
MarketSource Corporation July 1995 - June 1996
Skills
Leadership, Management, Strategy, Mortgage Lending, Banking, Training, Credit, Series 63
Education
East Carolina University 1992 — 1995
B.S., Communications
Elon College 1991 — 1992
B.S, Communications
Dawn DiStefano Dawn DiStefano's Charles Schwab Experience April 2000 - September 2003
Job Professor
Industry Education Management
Experience
Molloy College January 2015 - Present
Nassau Community College January 2006 - Present
American Red Cross Greater New York January 2014 - February 2015
Nassau Community College September 2011 - January 2014
Dowling College September 2008 - September 2009
Nassau Community College September 2006 - September 2009
Nassau Community College October 2005 - September 2009
JPMorgan Chase & Co. March 2005 - October 2005
Fidelity Investments September 2003 - December 2004
Charles Schwab April 2000 - September 2003
Education
Dowling College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Business Administration and Management, General
Nassau Community College
Associate's Degree, Word Processing/Legal
Molloy College January 2015 - Present
Nassau Community College January 2006 - Present
American Red Cross Greater New York January 2014 - February 2015
Nassau Community College September 2011 - January 2014
Dowling College September 2008 - September 2009
Nassau Community College September 2006 - September 2009
Nassau Community College October 2005 - September 2009
JPMorgan Chase & Co. March 2005 - October 2005
Fidelity Investments September 2003 - December 2004
Charles Schwab April 2000 - September 2003
Education
Dowling College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Business Administration and Management, General
Nassau Community College
Associate's Degree, Word Processing/Legal
Leslie Batey's Charles Schwab Experience July 2012 - April 2013
Job Sr. Talent Acquisition Strategy Consultant
Industry Management Consulting
Experience
SPARKHOUSE LLC 2015 - Present
TransUnion June 2013 - November 2014
Charles Schwab July 2012 - April 2013
Cummins Rocky Mountain LLC October 2011 - April 2012
Signet Partners September 2010 - April 2011
Encana November 2006 - May 2010
Orange Glo International (Acquisition by Church & Dwight 9/2006) December 2003 - September 2006
NCS Pearson August 2002 - October 2002
Qwest Cyber Solutions August 2001 - July 2002
@Link Networks March 2000 - June 2001
Education
Drake University
SPARKHOUSE LLC 2015 - Present
TransUnion June 2013 - November 2014
Charles Schwab July 2012 - April 2013
Cummins Rocky Mountain LLC October 2011 - April 2012
Signet Partners September 2010 - April 2011
Encana November 2006 - May 2010
Orange Glo International (Acquisition by Church & Dwight 9/2006) December 2003 - September 2006
NCS Pearson August 2002 - October 2002
Qwest Cyber Solutions August 2001 - July 2002
@Link Networks March 2000 - June 2001
Education
Drake University
Constance Brodersen's Charles Schwab Experience October 2007 - May 2011
Job Business Manager/Deputy PM
Industry Defense & Space
Experience
Millennium Engineering and Integration June 2011 - Present
Charles Schwab October 2007 - May 2011
Skills
Program Management, Aerospace, Supplements, DoD, Project Management, Engineering Management, Earned Value Management, Security Clearance, Government Contracting, Integration, Configuration Management, Requirements Analysis, Testing, Defense, Technical Writing, Space Systems, Proposal Writing, Military, Air Force, SharePoint, Human Resources, FAR, Costpoint, Employee Relations, Deltek
Education
Eastern Florida state college 2013 — 2015
Bachelor of Applied Science (BASc), Project development and program management
Brevard Community College 2004 — 2006
Millennium Engineering and Integration June 2011 - Present
Charles Schwab October 2007 - May 2011
Skills
Program Management, Aerospace, Supplements, DoD, Project Management, Engineering Management, Earned Value Management, Security Clearance, Government Contracting, Integration, Configuration Management, Requirements Analysis, Testing, Defense, Technical Writing, Space Systems, Proposal Writing, Military, Air Force, SharePoint, Human Resources, FAR, Costpoint, Employee Relations, Deltek
Education
Eastern Florida state college 2013 — 2015
Bachelor of Applied Science (BASc), Project development and program management
Brevard Community College 2004 — 2006
Gaurav Malik's Charles Schwab Experience March 2002 - December 2007
Job Devops Manager at vArmour
Industry Internet
Experience
vArmour April 2015 - Present
We Heart It August 2014 - March 2015
We Heart It April 2014 - July 2014
salesforce.com May 2011 - April 2014
Salesforce.com January 2008 - May 2011
charles schwab March 2002 - December 2007
Ampent October 2000 - November 2001
Skills
Github, Xcode, Python, Bash, Jenkins, Amazon Web Services..., Java, Unix, Agile Methodologies, Unix Shell Scripting, Perl, Scrum, JSP, Solaris, JavaScript, Salesforce.com, ClearCase, Perforce, Agile, Perl Script, Jython, WebSphere Application..., Ruby on Rails, Chef, Git, Heroku, RPM, Linux, Ant, MySQL, Oracle, Kanban, Bugzilla, Pivotal Tracker, Apache, Vagrant, Android SDK, Cucumber, Rake, SDLC, Shell Scripting, Websphere, Java Enterprise Edition, Cloud Computing, XML
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship
Western Kentucky University 1998 — 2000
M.S, Computer Science
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1997
B.E, Industrial Electronics
vArmour April 2015 - Present
We Heart It August 2014 - March 2015
We Heart It April 2014 - July 2014
salesforce.com May 2011 - April 2014
Salesforce.com January 2008 - May 2011
charles schwab March 2002 - December 2007
Ampent October 2000 - November 2001
Skills
Github, Xcode, Python, Bash, Jenkins, Amazon Web Services..., Java, Unix, Agile Methodologies, Unix Shell Scripting, Perl, Scrum, JSP, Solaris, JavaScript, Salesforce.com, ClearCase, Perforce, Agile, Perl Script, Jython, WebSphere Application..., Ruby on Rails, Chef, Git, Heroku, RPM, Linux, Ant, MySQL, Oracle, Kanban, Bugzilla, Pivotal Tracker, Apache, Vagrant, Android SDK, Cucumber, Rake, SDLC, Shell Scripting, Websphere, Java Enterprise Edition, Cloud Computing, XML
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship
Western Kentucky University 1998 — 2000
M.S, Computer Science
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1997
B.E, Industrial Electronics
Jessica (Kottich) Siebert's Charles Schwab Experience November 2007 - February 2008
Job Assistant at WildWing Development LLC
Industry Real Estate
Experience
WildWing Development LLC February 2008 - Present
Charles Schwab November 2007 - February 2008
Bank of the West July 2007 - November 2007
Sandhills Publishing January 2007 - June 2007
Education
Doane College 2003 — 2007
Bachelor's, Organizational Communications
WildWing Development LLC February 2008 - Present
Charles Schwab November 2007 - February 2008
Bank of the West July 2007 - November 2007
Sandhills Publishing January 2007 - June 2007
Education
Doane College 2003 — 2007
Bachelor's, Organizational Communications
Atisa Payvarpour's Charles Schwab Experience February 2005 - February 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
Charles Schwab February 2005 - February 2009
Merrill Lynch 1997 - 2005
Skills
Retirement Planning, Insurance, 401(K) Rollovers,..., 401(K) Rollovers, Strategic Planning, Wealth-Preservation..., Concentrated Stock..., Estate Investment..., Tax-Efficiant Planning, Investment Planning, Fixed-Income Strategies, Asset Allocation, Investment Strategies
Education
Dominican University of California 1987 — 1991
Bachelor of Arts, International Relations
Wells Fargo Advisors, LLC November 2012 - Present
Charles Schwab February 2005 - February 2009
Merrill Lynch 1997 - 2005
Skills
Retirement Planning, Insurance, 401(K) Rollovers,..., 401(K) Rollovers, Strategic Planning, Wealth-Preservation..., Concentrated Stock..., Estate Investment..., Tax-Efficiant Planning, Investment Planning, Fixed-Income Strategies, Asset Allocation, Investment Strategies
Education
Dominican University of California 1987 — 1991
Bachelor of Arts, International Relations
Jeff Demoff's Charles Schwab Experience February 2015 - Present
Job Managing DirectorIT Governance at Charles Schwab
Industry Information Services
Experience
Charles Schwab February 2015 - Present
IBM Business Analytics & Optimization January 2012 - Present
IBM Business Analytics & Optimization October 2010 - December 2011
n-brain systems llc July 2007 - October 2010
Sun Microsystems - US December 2000 - July 2007
US West Advanced Technologies August 1997 - May 2000
Skills
Business Intelligence, Data Analysis, Forecasting, Decision Support, Application Development, Business Strategy, Business Analytics, Data Mining, OLAP, Data Visualization, Dashboards, Software Development, Competitive Analysis, Dashboard, Program Management, Analytics, Data Warehousing, Management, Predictive Analytics
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
University of California, Santa Cruz 1988 — 1992
Bachelors
Charles Schwab February 2015 - Present
IBM Business Analytics & Optimization January 2012 - Present
IBM Business Analytics & Optimization October 2010 - December 2011
n-brain systems llc July 2007 - October 2010
Sun Microsystems - US December 2000 - July 2007
US West Advanced Technologies August 1997 - May 2000
Skills
Business Intelligence, Data Analysis, Forecasting, Decision Support, Application Development, Business Strategy, Business Analytics, Data Mining, OLAP, Data Visualization, Dashboards, Software Development, Competitive Analysis, Dashboard, Program Management, Analytics, Data Warehousing, Management, Predictive Analytics
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
University of California, Santa Cruz 1988 — 1992
Bachelors
Marlene Bates's Charles Schwab Experience June 2012 - Present
Job Vice President, Strategy and Product Initiatives at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Charles Schwab (Schwab Institutional) 2005 - November 2012
Credit Agricole 1994 - 2001
Credit Lyonnais 1993 - 1995
Skills
Financial Modeling, CMBS, RMBS, Business Strategy, Strategic Financial...
Education
Drexel University - College of Business and Administration 1990 — 1993
MBA, Finance and Marketing
Ecole Superieure de Commerce de Paris 1989 — 1993
Master of Business Administration (MBA), Accounting and Finance
Lycee Schoelcher 1989 — 1990
Baccalaureat, Mathematics and Physics
Charles Schwab June 2012 - Present
Charles Schwab (Schwab Institutional) 2005 - November 2012
Credit Agricole 1994 - 2001
Credit Lyonnais 1993 - 1995
Skills
Financial Modeling, CMBS, RMBS, Business Strategy, Strategic Financial...
Education
Drexel University - College of Business and Administration 1990 — 1993
MBA, Finance and Marketing
Ecole Superieure de Commerce de Paris 1989 — 1993
Master of Business Administration (MBA), Accounting and Finance
Lycee Schoelcher 1989 — 1990
Baccalaureat, Mathematics and Physics
Kyle Deutschle's Charles Schwab Experience January 2000 - January 2002
Job Financial Services Executive
Industry Banking
Experience
Bank of America January 2010 - Present
Bank of America January 2008 - January 2010
Bank of America January 2006 - January 2008
Bank of America January 2003 - January 2006
Charles Schwab January 2000 - January 2002
IBM January 1998 - January 2000
Skills
Banking, Risk Management, Financial Analysis, Vendor Management, Strategic Planning, Program Management, Investment Banking, Series 7, Six Sigma, Process Improvement, Executive Management, Customer Experience, Change Management, Operations Management, Credit
Education
Duke University - The Fuqua School of Business 2002 — 2004
Master of Business Administration (MBA)
University of North Carolina at Wilmington 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Bank of America January 2010 - Present
Bank of America January 2008 - January 2010
Bank of America January 2006 - January 2008
Bank of America January 2003 - January 2006
Charles Schwab January 2000 - January 2002
IBM January 1998 - January 2000
Skills
Banking, Risk Management, Financial Analysis, Vendor Management, Strategic Planning, Program Management, Investment Banking, Series 7, Six Sigma, Process Improvement, Executive Management, Customer Experience, Change Management, Operations Management, Credit
Education
Duke University - The Fuqua School of Business 2002 — 2004
Master of Business Administration (MBA)
University of North Carolina at Wilmington 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Dawn Vespa's Charles Schwab Experience March 2009 - Present
Job Senior Operations Specialist at Charles Schwab Trust Company
Industry Financial Services
Experience
Charles Schwab March 2009 - Present
Genworth Financial March 2008 - March 2009
The Vanguard Group July 2004 - March 2008
Albertson's 2002 - 2004
Education
Eastern Illinois University 1997 — 2002
Charles Schwab March 2009 - Present
Genworth Financial March 2008 - March 2009
The Vanguard Group July 2004 - March 2008
Albertson's 2002 - 2004
Education
Eastern Illinois University 1997 — 2002
Bill Baughman's Charles Schwab Experience 1994 - 1997
Job President at Area 100 Group
Industry Financial Services
Experience
Area 100 Group 2004 - Present
Independence Investments, subsidiary of John Hancock 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Scudder Investments 1997 - 1999
Charles Schwab 1994 - 1997
Bankers Trust 1993 - 1994
Fidelity Investments 1986 - 1993
Polaroid 1983 - 1986
Education
Earlham College 1976 — 1980
BA, Economics, English
Cleveland Heights 1973 — 1976
Area 100 Group 2004 - Present
Independence Investments, subsidiary of John Hancock 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Scudder Investments 1997 - 1999
Charles Schwab 1994 - 1997
Bankers Trust 1993 - 1994
Fidelity Investments 1986 - 1993
Polaroid 1983 - 1986
Education
Earlham College 1976 — 1980
BA, Economics, English
Cleveland Heights 1973 — 1976
William Huang, CISSP®'s Charles Schwab Experience October 2008 - September 2015
Job CISSP®, Security Solutions Architect
Industry Financial Services
Experience
Charles Schwab October 2008 - September 2015
Charles Schwab February 1999 - September 2008
Siemens Information Systems Ltd January 1998 - January 1999
Lucent Technologies March 1996 - December 1997
AT&T January 1995 - February 1996
3M China October 1988 - June 1991
Xerox December 1987 - September 1988
Skills
Enterprise Architecture, Disaster Recovery, CISSP, Microsoft Exchange, Unix, Information Security, Integration, Project Management, Data Center, Vendor Management, Management, IT Strategy, Leadership, Enterprise Software, DLP - Data Loss..., E-Discovery, Security Program...
Education
Monmouth University 1992 — 1994
Master of Science, Computer Science
East China Normal University 1982 — 1987
Bachelor of Science, Computer Science
Charles Schwab October 2008 - September 2015
Charles Schwab February 1999 - September 2008
Siemens Information Systems Ltd January 1998 - January 1999
Lucent Technologies March 1996 - December 1997
AT&T January 1995 - February 1996
3M China October 1988 - June 1991
Xerox December 1987 - September 1988
Skills
Enterprise Architecture, Disaster Recovery, CISSP, Microsoft Exchange, Unix, Information Security, Integration, Project Management, Data Center, Vendor Management, Management, IT Strategy, Leadership, Enterprise Software, DLP - Data Loss..., E-Discovery, Security Program...
Education
Monmouth University 1992 — 1994
Master of Science, Computer Science
East China Normal University 1982 — 1987
Bachelor of Science, Computer Science
Caroline Stark Beer's Charles Schwab Experience 2002 - 2004
Job Director, Business Development at Alnylam Pharmaceuticals
Industry Biotechnology
Experience
Alnylam Pharmaceuticals January 2013 - Present
Alnylam Pharmaceuticals July 2010 - January 2013
Alnylam Pharmaceuticals November 2008 - July 2010
Amicus Therapeutics June 2007 - May 2008
Amicus Therapeutics June 2006 - June 2007
Genzyme May 2005 - August 2005
Charles Schwab 2002 - 2004
Bain & Company 2000 - 2002
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance, Biotechnology
Duke University 1996 — 2000
B.S., Economics
Alnylam Pharmaceuticals January 2013 - Present
Alnylam Pharmaceuticals July 2010 - January 2013
Alnylam Pharmaceuticals November 2008 - July 2010
Amicus Therapeutics June 2007 - May 2008
Amicus Therapeutics June 2006 - June 2007
Genzyme May 2005 - August 2005
Charles Schwab 2002 - 2004
Bain & Company 2000 - 2002
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance, Biotechnology
Duke University 1996 — 2000
B.S., Economics
Aaron Kellem's Charles Schwab Experience August 2000 - February 2011
Job Senior Data Consultant at The Permanente Medical Group (Kaiser Permanente)
Industry Information Technology and Services
Experience
The Permanente Medical Group (Kaiser Permanente) July 2011 - Present
UC San Francisco - Institute for Health Policy Studies April 2011 - July 2011
Charles Schwab August 2000 - February 2011
Skills
SAS, Microsoft Excel, Quantitative Analytics, SNMP, Keynote, Analytics, Teradata, Data Analysis, SQL, SAS programming, Databases, Analysis, Data Management, SAS Programming, Vendor Management, SDLC, Business Analysis, Integration
Education
Dickinson College
BS, Mathematics
University of California, Berkeley
Berkeley Extension courses in statistics and credit risk management
The Permanente Medical Group (Kaiser Permanente) July 2011 - Present
UC San Francisco - Institute for Health Policy Studies April 2011 - July 2011
Charles Schwab August 2000 - February 2011
Skills
SAS, Microsoft Excel, Quantitative Analytics, SNMP, Keynote, Analytics, Teradata, Data Analysis, SQL, SAS programming, Databases, Analysis, Data Management, SAS Programming, Vendor Management, SDLC, Business Analysis, Integration
Education
Dickinson College
BS, Mathematics
University of California, Berkeley
Berkeley Extension courses in statistics and credit risk management
Casey Wolberg's Charles Schwab Experience November 2003 - January 2006
Job VP, Social Media Marketing at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo September 2011 - Present
Wells Fargo Bank April 2010 - September 2011
Wells Fargo Bank January 2006 - April 2010
Charles Schwab November 2003 - January 2006
Leap - Arts In Education November 2000 - November 2003
Skills
Marketing Strategy, Strategic Planning, Marketing, Financial Services, Social Media, Social Media Marketing, Social Media Strategist, Relationship Management, Integrated Marketing, Direct Marketing, Digital Marketing, Facebook, Sponsorship, Brand Awareness, Strategy, New Media, Sales, Multi-channel Marketing, Analytics, Event Planning, Relationship Marketing
Education
San Francisco State University, College of Business 2007 — 2009
MBA, Business
The Evergreen State College 1997 — 1999
BA, Fine Arts, Spanish
Drew University 1995 — 1997
Wells Fargo September 2011 - Present
Wells Fargo Bank April 2010 - September 2011
Wells Fargo Bank January 2006 - April 2010
Charles Schwab November 2003 - January 2006
Leap - Arts In Education November 2000 - November 2003
Skills
Marketing Strategy, Strategic Planning, Marketing, Financial Services, Social Media, Social Media Marketing, Social Media Strategist, Relationship Management, Integrated Marketing, Direct Marketing, Digital Marketing, Facebook, Sponsorship, Brand Awareness, Strategy, New Media, Sales, Multi-channel Marketing, Analytics, Event Planning, Relationship Marketing
Education
San Francisco State University, College of Business 2007 — 2009
MBA, Business
The Evergreen State College 1997 — 1999
BA, Fine Arts, Spanish
Drew University 1995 — 1997
John Messano's Charles Schwab Experience 1989 - 1991
Job Financial reporting at broadcast television station
Industry Entertainment
Experience
WPVI-TV/ABC, Inc. June 1998 - Present
C-COR 1993 - 1998
Charles Schwab 1989 - 1991
Hibbard Brown 1988 - 1990
Education
Duquesne University 1984 — 1988
Hudson Catholic 1980 — 1984
St Francis
WPVI-TV/ABC, Inc. June 1998 - Present
C-COR 1993 - 1998
Charles Schwab 1989 - 1991
Hibbard Brown 1988 - 1990
Education
Duquesne University 1984 — 1988
Hudson Catholic 1980 — 1984
St Francis
John Padden's Charles Schwab Experience January 2012 - Present
Job Contactor Fixed Income at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Wells Fargo Investments October 2007 - March 2011
schwab fixed income 1994 - 2006
Skills
Trading, Bonds, Portfolio Management, Insurance, Fixed Income, Investments, Mutual Funds, Investment Strategies, Equities, Asset Allocation, Series 63, Customer Service, Series 7, Leadership, Capital Markets, Asset Management, Process Improvement, Vendor Management, Management, Microsoft Excel, Strategic Financial..., Investment Advisory, Bloomberg, Securities, Retirement Planning, Risk Management, Strategic Planning, Wealth Management, Banking, Finance, Series 24, Uniform Combined State..., Change Management, Project Management, Program Management, Wealth Management..., Structured Products, Bloomberg Terminal, ETFs, Options, Microsoft Office, Sales Management, Financial Markets, Financial Services, Sales, Financial Advisory, Equity Trading, Alternative Investments, Retirement, Electronic Trading
Education
Dominican University of California 1980 — 1984
Bachelor of Arts (B.A.), International Business
Charles Schwab January 2012 - Present
Wells Fargo Investments October 2007 - March 2011
schwab fixed income 1994 - 2006
Skills
Trading, Bonds, Portfolio Management, Insurance, Fixed Income, Investments, Mutual Funds, Investment Strategies, Equities, Asset Allocation, Series 63, Customer Service, Series 7, Leadership, Capital Markets, Asset Management, Process Improvement, Vendor Management, Management, Microsoft Excel, Strategic Financial..., Investment Advisory, Bloomberg, Securities, Retirement Planning, Risk Management, Strategic Planning, Wealth Management, Banking, Finance, Series 24, Uniform Combined State..., Change Management, Project Management, Program Management, Wealth Management..., Structured Products, Bloomberg Terminal, ETFs, Options, Microsoft Office, Sales Management, Financial Markets, Financial Services, Sales, Financial Advisory, Equity Trading, Alternative Investments, Retirement, Electronic Trading
Education
Dominican University of California 1980 — 1984
Bachelor of Arts (B.A.), International Business
Brian Horvath's Charles Schwab Experience September 2000 - October 2003
Job Territory Manager Dentsply GAC
Industry Hospital & Health Care
Experience
Dentsply May 2010 - Present
Deluxe Corporation July 2005 - May 2010
Xerox October 2003 - July 2005
Charles Schwab September 2000 - October 2003
New York Life Insurance Company January 1999 - September 2000
John Hancock Life Insurance Company (U.S.A.) September 1997 - January 1999
Skills
Account Management, Salesforce.com, B2B, Sales Process, Sales, Customer Retention, New Business Development, Sales Management, Lead Generation, Territory Management, Customer Acquisition, Business Development, Relationship Management, Forecasting, Competitive Analysis, Strategic Planning, Contract Negotiation, Direct Sales, Laser Cutting, Dental Software, Orthodontics, Microsoft CRM, Miller-Heiman Strategic..., IMPAX, Huthwaite SPIN Selling, Challenger, Sales Presentations, Selling, Trade Shows, Sales Force Development, CRM, Leadership, Sales Operations
Education
Pace University - Lubin School of Business 2002 — 2007
Master of Business Administration (MBA), Marketing
Dickinson College 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Dentsply May 2010 - Present
Deluxe Corporation July 2005 - May 2010
Xerox October 2003 - July 2005
Charles Schwab September 2000 - October 2003
New York Life Insurance Company January 1999 - September 2000
John Hancock Life Insurance Company (U.S.A.) September 1997 - January 1999
Skills
Account Management, Salesforce.com, B2B, Sales Process, Sales, Customer Retention, New Business Development, Sales Management, Lead Generation, Territory Management, Customer Acquisition, Business Development, Relationship Management, Forecasting, Competitive Analysis, Strategic Planning, Contract Negotiation, Direct Sales, Laser Cutting, Dental Software, Orthodontics, Microsoft CRM, Miller-Heiman Strategic..., IMPAX, Huthwaite SPIN Selling, Challenger, Sales Presentations, Selling, Trade Shows, Sales Force Development, CRM, Leadership, Sales Operations
Education
Pace University - Lubin School of Business 2002 — 2007
Master of Business Administration (MBA), Marketing
Dickinson College 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
John Lilledahl's Charles Schwab Experience April 2007 - January 2010
Job Broker at Charles Schwab
Industry Financial Services
Experience
Self Employed January 2010 - March 2012
Charles Schwab April 2007 - January 2010
Wells Fargo Bank September 2005 - December 2006
Charles Schwab July 1997 - December 2001
Montgomery Securities May 1996 - June 1997
Skills
Retirement, Sales, Bonds, Investments, Management, Securities, Wealth Management, Trading, Alternative Investments, Equities, Fixed Income, Asset Allocation, Investment Management, Investment Strategies, Portfolio Management, Series 7, Investment Advisory, Hedge Funds, Financial Markets, Asset Management, Financial Services, Equity Research, ETFs, Strategic Financial..., Bloomberg, Series 63, Private Equity, IRAs, Wealth Management..., Mortgage Lending, Finance, Series 24, Risk Management, Equity Trading, Retirement Planning, Series 65, Banking, Options, Mutual Funds, Funding, Uniform Combined State..., FINRA, Investment Banking, Corporate Finance, Financial Analysis, 401k, Due Diligence, Financial Advisory, Separately Managed...
Education
Golden Gate University 1988 — 1990
MBA, Finance
Drake University 1976 — 1981
BA, Finance/Economics
Self Employed January 2010 - March 2012
Charles Schwab April 2007 - January 2010
Wells Fargo Bank September 2005 - December 2006
Charles Schwab July 1997 - December 2001
Montgomery Securities May 1996 - June 1997
Skills
Retirement, Sales, Bonds, Investments, Management, Securities, Wealth Management, Trading, Alternative Investments, Equities, Fixed Income, Asset Allocation, Investment Management, Investment Strategies, Portfolio Management, Series 7, Investment Advisory, Hedge Funds, Financial Markets, Asset Management, Financial Services, Equity Research, ETFs, Strategic Financial..., Bloomberg, Series 63, Private Equity, IRAs, Wealth Management..., Mortgage Lending, Finance, Series 24, Risk Management, Equity Trading, Retirement Planning, Series 65, Banking, Options, Mutual Funds, Funding, Uniform Combined State..., FINRA, Investment Banking, Corporate Finance, Financial Analysis, 401k, Due Diligence, Financial Advisory, Separately Managed...
Education
Golden Gate University 1988 — 1990
MBA, Finance
Drake University 1976 — 1981
BA, Finance/Economics
Hugh Del Villar's Charles Schwab Experience 2011 - 2012
Job Business Intelligence, Data Engineering
Industry Information Technology and Services
Experience
First Republic Bank 2014 - Present
SunLink Corporation 2014 - 2015
Athens Administrators 2013 - 2014
Paradigm Healthcare Services 2013 - 2013
Omega Performance 2013 - 2013
Manilla.com 2012 - 2012
Charles Schwab 2011 - 2012
Kaiser Permanente IT 2011 - 2011
Wells Fargo Bank 2009 - 2011
Hewlett-Packard 2003 - 2008
Skills
Business Intelligence, Data Warehousing, SDLC, Business Analysis, Microsoft SQL Server, SQL, Oracle, Databases, Business Objects, Integration, Data Integration, Open Source, SSRS, T-SQL
Education
Drexel University
First Republic Bank 2014 - Present
SunLink Corporation 2014 - 2015
Athens Administrators 2013 - 2014
Paradigm Healthcare Services 2013 - 2013
Omega Performance 2013 - 2013
Manilla.com 2012 - 2012
Charles Schwab 2011 - 2012
Kaiser Permanente IT 2011 - 2011
Wells Fargo Bank 2009 - 2011
Hewlett-Packard 2003 - 2008
Skills
Business Intelligence, Data Warehousing, SDLC, Business Analysis, Microsoft SQL Server, SQL, Oracle, Databases, Business Objects, Integration, Data Integration, Open Source, SSRS, T-SQL
Education
Drexel University
Randall B. Cress's Charles Schwab Experience March 2002 - January 2005
Job Senior Technical Consultant at Fujitsu
Industry Information Technology and Services
Experience
Fujitsu April 2015 - Present
Elevated Resources Inc June 2014 - Present
Honeywell Inc June 2006 - June 2013
CDI Corporation January 2005 - June 2006
Charles Schwab March 2002 - January 2005
Nortel Networks 1997 - 2002
Nortel Networks 1984 - 2002
Skills
Wireless Networking, Windows, SAP, Unix Administration, Unix Shell Scripting, Unix Networking, Mac, HP-UX, Nortel switches, Telephony, Printer Fleet Management, LAN-WAN, IP, Redwood, Software Development, ITIL, VPN, OS X, Unix, Troubleshooting, Barcode Technology, Intermec Label Printers, Zebra Label Printers, Xerox Printers, iOS, Windows Mobile, Linux, VoIP, Cisco Technologies, Integration, Project Management, Telecommunications, Software Installation, Wireless, Management, Disaster Recovery
Education
The Ohio State University 1981 — 1983
East Tennessee State University 1978 — 1978
Computer Science
Fujitsu April 2015 - Present
Elevated Resources Inc June 2014 - Present
Honeywell Inc June 2006 - June 2013
CDI Corporation January 2005 - June 2006
Charles Schwab March 2002 - January 2005
Nortel Networks 1997 - 2002
Nortel Networks 1984 - 2002
Skills
Wireless Networking, Windows, SAP, Unix Administration, Unix Shell Scripting, Unix Networking, Mac, HP-UX, Nortel switches, Telephony, Printer Fleet Management, LAN-WAN, IP, Redwood, Software Development, ITIL, VPN, OS X, Unix, Troubleshooting, Barcode Technology, Intermec Label Printers, Zebra Label Printers, Xerox Printers, iOS, Windows Mobile, Linux, VoIP, Cisco Technologies, Integration, Project Management, Telecommunications, Software Installation, Wireless, Management, Disaster Recovery
Education
The Ohio State University 1981 — 1983
East Tennessee State University 1978 — 1978
Computer Science
Kathy Bayer's Charles Schwab Experience January 2013 - Present
Job Estates Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Bankers Life and Casualty January 2011 - December 2012
Keats Connelly and Assocs December 2000 - March 2010
Skills
Insurance, Sales Management, Health Insurance, Training, Loans, Project Management, Small Business, Sales, Property & Casualty..., Direct Sales, Wealth Management, Strategic Planning, New Business Development, Customer Service, Marketing, Cold Calling, Coaching, Account Management, Real Estate, Customer Retention, Life Insurance, Fixed Annuities, Selling, Customer Satisfaction, Disability Insurance, Series 7, Investments, Mutual Funds, Relationship Management, Public Speaking, Negotiation, Process Improvement
Education
Western International University 1993 — 1997
BS, Marketing
Dover Business College 1971 — 1972
Associate's degree
Charles Schwab January 2013 - Present
Bankers Life and Casualty January 2011 - December 2012
Keats Connelly and Assocs December 2000 - March 2010
Skills
Insurance, Sales Management, Health Insurance, Training, Loans, Project Management, Small Business, Sales, Property & Casualty..., Direct Sales, Wealth Management, Strategic Planning, New Business Development, Customer Service, Marketing, Cold Calling, Coaching, Account Management, Real Estate, Customer Retention, Life Insurance, Fixed Annuities, Selling, Customer Satisfaction, Disability Insurance, Series 7, Investments, Mutual Funds, Relationship Management, Public Speaking, Negotiation, Process Improvement
Education
Western International University 1993 — 1997
BS, Marketing
Dover Business College 1971 — 1972
Associate's degree
Andrew Cavallaro's Charles Schwab Experience November 2009 - February 2010
Job Dealer Services Account Manager at J.D. Byrider Systems, LLC
Industry Financial Services
Experience
JD Byrider August 2012 - Present
Best Buy February 2010 - August 2012
Charles Schwab November 2009 - February 2010
Best Buy September 2006 - November 2009
OneAmerica Financial Partners May 2008 - August 2008
Sherman Hill Development Group June 2007 - August 2008
Skills
Financial Analysis, Business Analysis, Sales, Credit, Team Management, Leadership, Strategic Financial..., Valuation, Business Strategy, Vendor Management, P&L Analysis, P&L Management, Lead Generation, Customer Service, Sales Management, Vendor Relationships, Marketing Strategy, Marketing, Microsoft Office, Social Media Marketing, Email Marketing, Sales Operations, Product Development, Product Management, Advertising, Account Management, Operations Management, Program Management, Microsoft Excel, Learning Quickly, Teamwork, Finance, Management, Time Management
Education
Drake University 2005 — 2009
Bachelor of Science, Finance/Entrepreneurial Management
JD Byrider August 2012 - Present
Best Buy February 2010 - August 2012
Charles Schwab November 2009 - February 2010
Best Buy September 2006 - November 2009
OneAmerica Financial Partners May 2008 - August 2008
Sherman Hill Development Group June 2007 - August 2008
Skills
Financial Analysis, Business Analysis, Sales, Credit, Team Management, Leadership, Strategic Financial..., Valuation, Business Strategy, Vendor Management, P&L Analysis, P&L Management, Lead Generation, Customer Service, Sales Management, Vendor Relationships, Marketing Strategy, Marketing, Microsoft Office, Social Media Marketing, Email Marketing, Sales Operations, Product Development, Product Management, Advertising, Account Management, Operations Management, Program Management, Microsoft Excel, Learning Quickly, Teamwork, Finance, Management, Time Management
Education
Drake University 2005 — 2009
Bachelor of Science, Finance/Entrepreneurial Management
Andrea Smart's Charles Schwab Experience March 2010 - Present
Job Managing Director, Client Service & Support, Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab November 1986 - August 1999
Education
Duke University 1979 — 1982
BA Economics
Charles Schwab March 2010 - Present
Charles Schwab November 1986 - August 1999
Education
Duke University 1979 — 1982
BA Economics
Matt Kaftan's Charles Schwab Experience September 1999 - February 2002
Job Experienced Retirement Services and Estate Planning Attorney
Industry Legal Services
Experience
Stiles & Kreuscher, LLC August 2003 - Present
Kaftan, Van Egeren & Gilson, SC August 2003 - July 2008
Sentry Insurance March 2002 - February 2003
Charles Schwab September 1999 - February 2002
National City Bank September 1995 - September 1999
Skills
ERISA, 401k, Probate, Estate Planning
Education
Drake University Law School 1982 — 1985
JD, Law
Marquette University
BS, Accounting
Stiles & Kreuscher, LLC August 2003 - Present
Kaftan, Van Egeren & Gilson, SC August 2003 - July 2008
Sentry Insurance March 2002 - February 2003
Charles Schwab September 1999 - February 2002
National City Bank September 1995 - September 1999
Skills
ERISA, 401k, Probate, Estate Planning
Education
Drake University Law School 1982 — 1985
JD, Law
Marquette University
BS, Accounting
Angela Young, MBA's Charles Schwab Experience January 2011 - Present
Job Managing Director, Demand Generation Center at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
Wells Fargo Bank March 2010 - January 2011
JP Morgan Chase / WaMu January 2005 - October 2009
Visa May 2003 - January 2005
Commerce One, San Francisco 2000 - 2002
JP Morgan Chase, New York 1999 - 2000
Deloitte August 1991 - July 1997
Skills
Strategy, CRM, Product Management, Business Development, Management, Product Marketing, Market Research, Process Improvement, Analysis, Business Planning, Portfolio Management, Finance
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
University of California, Santa Barbara 1987 — 1991
BA, Business Economics - Accounting
Lowell High School
Charles Schwab January 2011 - Present
Wells Fargo Bank March 2010 - January 2011
JP Morgan Chase / WaMu January 2005 - October 2009
Visa May 2003 - January 2005
Commerce One, San Francisco 2000 - 2002
JP Morgan Chase, New York 1999 - 2000
Deloitte August 1991 - July 1997
Skills
Strategy, CRM, Product Management, Business Development, Management, Product Marketing, Market Research, Process Improvement, Analysis, Business Planning, Portfolio Management, Finance
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
University of California, Santa Barbara 1987 — 1991
BA, Business Economics - Accounting
Lowell High School
Doug Milliner's Charles Schwab Experience 2007 - 2008
Job Senior Relationship Manager at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement October 2011 - Present
Wilmington Trust June 2008 - July 2011
Charles Schwab 2007 - 2008
Vanguard 2003 - 2007
Skills
Qualified Retirement..., Retirement Planning, Securities, Investments, Risk Management, Fixed Annuities, Insurance, Investment Management, Series 7, Defined Benefit, Wealth Management, Pensions, Investment Advisory
Education
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), History
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), Spanish
Eastern Illinois University 1994 — 1999
Bachelor of Arts (BA), Economics
Charleston High School 1990 — 1994
Prudential Retirement October 2011 - Present
Wilmington Trust June 2008 - July 2011
Charles Schwab 2007 - 2008
Vanguard 2003 - 2007
Skills
Qualified Retirement..., Retirement Planning, Securities, Investments, Risk Management, Fixed Annuities, Insurance, Investment Management, Series 7, Defined Benefit, Wealth Management, Pensions, Investment Advisory
Education
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), History
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), Spanish
Eastern Illinois University 1994 — 1999
Bachelor of Arts (BA), Economics
Charleston High School 1990 — 1994
Curtis Searcy's Charles Schwab Experience January 2000 - January 2002
Job Senior Vice President, Market Leader
Industry Financial Services
Experience
US Bank October 2010 - Present
US Bank January 2009 - October 2010
US Bank October 2007 - January 2009
US Bank July 2002 - October 2007
Charles Schwab January 2000 - January 2002
Charles Schwab January 1998 - January 2000
Charles Schwab January 1995 - January 1998
Skills
Wealth Management, Banking, Sales Management, Team Building, Talent Management, Cross-functional Team..., Talent Development, Organizational..., Change Leadership, Change Management, Business Development, Financial Services, Investments, Leadership, Management, Marketing, Risk Management, Sales, Sales Operations
Education
Center for Creative Learning
Organizational Leadership
Eastern Kentucky University
MBA, Management and Finance
Kent State University
BBA, Finance
US Bank October 2010 - Present
US Bank January 2009 - October 2010
US Bank October 2007 - January 2009
US Bank July 2002 - October 2007
Charles Schwab January 2000 - January 2002
Charles Schwab January 1998 - January 2000
Charles Schwab January 1995 - January 1998
Skills
Wealth Management, Banking, Sales Management, Team Building, Talent Management, Cross-functional Team..., Talent Development, Organizational..., Change Leadership, Change Management, Business Development, Financial Services, Investments, Leadership, Management, Marketing, Risk Management, Sales, Sales Operations
Education
Center for Creative Learning
Organizational Leadership
Eastern Kentucky University
MBA, Management and Finance
Kent State University
BBA, Finance
Joseph Henry CFP®'s Charles Schwab Experience February 2003 - July 2005
Job Regional Vice President at Mercer Global Advisors
Industry Financial Services
Experience
Mercer Global Advisors October 2014 - Present
TIAA-CREF August 2005 - October 2014
Charles Schwab February 2003 - July 2005
TD Waterhouse June 1999 - 2003
Skills
Wealth Management, Wealth Management..., Series 7, Uniform Combined State..., Series 63, Asset Allocation, FINRA, Securities, Licensed to Sell..., Retirement Planning, 403 b, 401k Rollovers, Estate Planning, Education Funding, Job Coaching, Mutual Funds, 401k, Investment Advisory, Series 24, Series 6, Series 9 & 10, Life, Gifting Strategies, Mentoring, Retirement Income...
Education
Eastern Illinois University 1978 — 1982
BS, Finance
Mercer Global Advisors October 2014 - Present
TIAA-CREF August 2005 - October 2014
Charles Schwab February 2003 - July 2005
TD Waterhouse June 1999 - 2003
Skills
Wealth Management, Wealth Management..., Series 7, Uniform Combined State..., Series 63, Asset Allocation, FINRA, Securities, Licensed to Sell..., Retirement Planning, 403 b, 401k Rollovers, Estate Planning, Education Funding, Job Coaching, Mutual Funds, 401k, Investment Advisory, Series 24, Series 6, Series 9 & 10, Life, Gifting Strategies, Mentoring, Retirement Income...
Education
Eastern Illinois University 1978 — 1982
BS, Finance
Jesse Cordoba, CFP®, CIMA®'s Charles Schwab Experience December 2000 - July 2004
Job Director of Global Distribution (former) with Morgan Stanley Consulting Group for Private Wealth Management
Industry Financial Services
Experience
Montague Capital Partners, L.L.C December 2013 - Present
Morgan Stanley Wealth Management March 2011 - March 2013
Morgan Stanley Smith Barney August 2009 - March 2011
Morgan Stanley Wealth Management December 2007 - August 2009
Morgan Stanley Wealth Management December 2006 - December 2007
Morgan Stanley Wealth Management December 2004 - December 2006
Charles Schwab December 2000 - July 2004
Charles Schwab April 1998 - January 2000
Charles Schwab October 1993 - April 1998
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investments, Investment Advisory, Equities, Securities, Fixed Income, Investment Strategies, Portfolio Management, Hedge Funds, Separately Managed...
Education
Wharton Business School 2010 — 2010
Certified Investment Management Analyst
East Carolina University - College of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Montague Capital Partners, L.L.C December 2013 - Present
Morgan Stanley Wealth Management March 2011 - March 2013
Morgan Stanley Smith Barney August 2009 - March 2011
Morgan Stanley Wealth Management December 2007 - August 2009
Morgan Stanley Wealth Management December 2006 - December 2007
Morgan Stanley Wealth Management December 2004 - December 2006
Charles Schwab December 2000 - July 2004
Charles Schwab April 1998 - January 2000
Charles Schwab October 1993 - April 1998
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investments, Investment Advisory, Equities, Securities, Fixed Income, Investment Strategies, Portfolio Management, Hedge Funds, Separately Managed...
Education
Wharton Business School 2010 — 2010
Certified Investment Management Analyst
East Carolina University - College of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Luis Biason's Charles Schwab Experience November 1991 - August 1997
Job at Luis F. Biason, P.A.
Industry Law Practice
Experience
Luis F. Biason, P.A. 2001 - Present
Johnson & Wales University March 2008 - March 2012
FINRA January 2001 - March 2001
Charles Schwab November 1991 - August 1997
Presearch, Inc. January 1985 - March 1987
U.S. Army INSCOM June 1981 - November 1984
Skills
Securities, Legal Writing, Arbitration, Licensing, Trials, Personal Injury, Finance, Dispute Resolution, Series 7, Criminal Defense, Trusts, FINRA, Options, Dispute
Education
St. Thomas University School of Law 1996 — 1999
J.D., Banking, Corporate, Finance, and Securities Law; International Law
Eastern Illinois University 1970 — 1975
B.A., French / Philosophy
Université Paris-Sorbonne 1973 — 1974
Diplome, Langues et Civilisation
Luis F. Biason, P.A. 2001 - Present
Johnson & Wales University March 2008 - March 2012
FINRA January 2001 - March 2001
Charles Schwab November 1991 - August 1997
Presearch, Inc. January 1985 - March 1987
U.S. Army INSCOM June 1981 - November 1984
Skills
Securities, Legal Writing, Arbitration, Licensing, Trials, Personal Injury, Finance, Dispute Resolution, Series 7, Criminal Defense, Trusts, FINRA, Options, Dispute
Education
St. Thomas University School of Law 1996 — 1999
J.D., Banking, Corporate, Finance, and Securities Law; International Law
Eastern Illinois University 1970 — 1975
B.A., French / Philosophy
Université Paris-Sorbonne 1973 — 1974
Diplome, Langues et Civilisation
Howard Yang's Charles Schwab Experience 2011 - Present
Job Managing Director, Strategy
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Price Waterhouse Coopers 2010 - 2011
Accenture March 2004 - July 2008
Skills
Financial Modeling, Strategy, Analytics, Business Strategy, Leadership, Project Management, Management Consulting, Analysis, Financial Analysis, Product Management, Program Coordination, People Management, Quantitative Analytics, Statistical Data..., Growth Strategies, Business Operations, Financial Services, Media & Entertainment, Cross-functional Team...
Education
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.), Decision Sciences
University of California, Los Angeles
Bachelor’s Degree, Economics; Specialization in Computer Science
Charles Schwab 2011 - Present
Price Waterhouse Coopers 2010 - 2011
Accenture March 2004 - July 2008
Skills
Financial Modeling, Strategy, Analytics, Business Strategy, Leadership, Project Management, Management Consulting, Analysis, Financial Analysis, Product Management, Program Coordination, People Management, Quantitative Analytics, Statistical Data..., Growth Strategies, Business Operations, Financial Services, Media & Entertainment, Cross-functional Team...
Education
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.), Decision Sciences
University of California, Los Angeles
Bachelor’s Degree, Economics; Specialization in Computer Science
Terrance Bogan's Charles Schwab Experience December 2014 - Present
Job Manager at Financial Industry
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab March 2011 - December 2014
Adecco May 2008 - May 2010
Roche Diagnostics 2008 - 2010
Cintas Corporation August 2005 - November 2007
2005 Lutheran Child and Family Services September 2004 - June 2005
Wernle Children's Home Inc June 2002 - September 2004
The Franklin Institute January 2001 - May 2001
Skills
Management, Customer Service, Program Management, Sales, Leadership, Call Center, Accounting, Series 7, Call Centers, Budgets, Process Improvement, Inventory Management, Leadership Development, Public Speaking, Employee Benefits, Life Insurance, Access, Policy, Health Insurance, Service Management, Series 63, Property & Casualty..., Psychotherapy, Community Outreach, Microsoft Office, Personal Development, Production Managment, Counseling, Personnel Development, Production Management, series 9/10
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Science, Accounting
Indiana Wesleyan University 2004 — 2006
Masters, Business Administration
Earlham College 1998 — 2002
Bachelor of Arts, Management and Leadership
Charles Schwab December 2014 - Present
Charles Schwab March 2011 - December 2014
Adecco May 2008 - May 2010
Roche Diagnostics 2008 - 2010
Cintas Corporation August 2005 - November 2007
2005 Lutheran Child and Family Services September 2004 - June 2005
Wernle Children's Home Inc June 2002 - September 2004
The Franklin Institute January 2001 - May 2001
Skills
Management, Customer Service, Program Management, Sales, Leadership, Call Center, Accounting, Series 7, Call Centers, Budgets, Process Improvement, Inventory Management, Leadership Development, Public Speaking, Employee Benefits, Life Insurance, Access, Policy, Health Insurance, Service Management, Series 63, Property & Casualty..., Psychotherapy, Community Outreach, Microsoft Office, Personal Development, Production Managment, Counseling, Personnel Development, Production Management, series 9/10
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Science, Accounting
Indiana Wesleyan University 2004 — 2006
Masters, Business Administration
Earlham College 1998 — 2002
Bachelor of Arts, Management and Leadership
M. Felicia Perez's Charles Schwab Experience 1998 - 2000
Job Consultant Project Manager at The College Board
Industry Internet
Experience
The College Board April 2014 - Present
xScion Solutions January 2012 - December 2013
AOL 2005 - 2011
ATPCO May 2001 - July 2005
BarterTrust.com January 2000 - September 2000
Charles Schwab 1998 - 2000
PMI Mortgage Insurance Co. 1996 - 1998
Bowles & Verna LLP 1993 - 1995
Skills
Product Management, Analysis, Agile Methodologies, Project Management, Management, Quality Assurance, Technical Writing, Program Management, SDLC, Analytics, Software Project..., Agile Project Management, Vendor Management, Start-ups, Cross-functional Team..., E-commerce, Software Development, User Experience
Education
Duke University School of Law 1990 — 1993
Juris Doctor, Law
University of Virginia 1984 — 1988
Bachelor of Arts (B.A.), English Literature
CSHS
The College Board April 2014 - Present
xScion Solutions January 2012 - December 2013
AOL 2005 - 2011
ATPCO May 2001 - July 2005
BarterTrust.com January 2000 - September 2000
Charles Schwab 1998 - 2000
PMI Mortgage Insurance Co. 1996 - 1998
Bowles & Verna LLP 1993 - 1995
Skills
Product Management, Analysis, Agile Methodologies, Project Management, Management, Quality Assurance, Technical Writing, Program Management, SDLC, Analytics, Software Project..., Agile Project Management, Vendor Management, Start-ups, Cross-functional Team..., E-commerce, Software Development, User Experience
Education
Duke University School of Law 1990 — 1993
Juris Doctor, Law
University of Virginia 1984 — 1988
Bachelor of Arts (B.A.), English Literature
CSHS
Elizabeth (Betsy) Lawlor's Charles Schwab Experience June 1998 - June 2002
Job Application Administrator III at Catholic Health Initiatives
Industry Information Technology and Services
Experience
Catholic Health Initiatives September 2015 - Present
IBM August 2009 - September 2015
IBM June 2005 - August 2009
Idaho State University August 2003 - May 2005
Charles Schwab June 1998 - June 2002
IBM May 1996 - June 1998
Home Box Office April 1988 - May 1996
First Boston Corporation March 1986 - April 1988
Skills
AIX, Linux, I5, MVS, Oracle Enterprise..., MySQL, Unix Shell Scripting, Java, C++, SQL, Perl, WebSphere MQ, XHTML, CGI, JavaScript, CICS, COBOL, TSM, TWS, Autosys, IBM Tivoli, Connect Direct, HACMP, Flashcopy, Project Planning, Team Leadership, Unix, Oracle, IBM AIX, Integration, Disaster Recovery, IT Strategy, Performance Tuning, IT Management, Storage, Shell Scripting, Solution Architecture, AIX Administration
Education
East Carolina University 1981 — 1985
Bachelor of Arts (BA), Mathematics and Computer Science
Rochester Institute of Technology 1980 — 1981
Catholic Health Initiatives September 2015 - Present
IBM August 2009 - September 2015
IBM June 2005 - August 2009
Idaho State University August 2003 - May 2005
Charles Schwab June 1998 - June 2002
IBM May 1996 - June 1998
Home Box Office April 1988 - May 1996
First Boston Corporation March 1986 - April 1988
Skills
AIX, Linux, I5, MVS, Oracle Enterprise..., MySQL, Unix Shell Scripting, Java, C++, SQL, Perl, WebSphere MQ, XHTML, CGI, JavaScript, CICS, COBOL, TSM, TWS, Autosys, IBM Tivoli, Connect Direct, HACMP, Flashcopy, Project Planning, Team Leadership, Unix, Oracle, IBM AIX, Integration, Disaster Recovery, IT Strategy, Performance Tuning, IT Management, Storage, Shell Scripting, Solution Architecture, AIX Administration
Education
East Carolina University 1981 — 1985
Bachelor of Arts (BA), Mathematics and Computer Science
Rochester Institute of Technology 1980 — 1981
Jolene Stanton's Charles Schwab Experience November 1999 - February 2004
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Citibank, NA October 2011 - January 2015
Citigroup Global Markets February 2010 - October 2011
JPMorgan Chase November 2008 - February 2010
GCG Financial July 2005 - December 2007
Charles Schwab November 1999 - February 2004
Charles Schwab September 1987 - August 1998
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Finance, Credit, Mutual Funds, Financial Services, Relationship Management, Business Development, Risk Management, Investment Advisory, Retirement Planning, Loans, Commercial Banking
Education
Drake University 1983 — 1987
B.S.B.A., Marketing
Fidelity Investments January 2015 - Present
Citibank, NA October 2011 - January 2015
Citigroup Global Markets February 2010 - October 2011
JPMorgan Chase November 2008 - February 2010
GCG Financial July 2005 - December 2007
Charles Schwab November 1999 - February 2004
Charles Schwab September 1987 - August 1998
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Finance, Credit, Mutual Funds, Financial Services, Relationship Management, Business Development, Risk Management, Investment Advisory, Retirement Planning, Loans, Commercial Banking
Education
Drake University 1983 — 1987
B.S.B.A., Marketing
Aaron Moore's Charles Schwab Experience September 2000 - May 2001
Job Entrepreneur and Eternal Optimist
Industry Construction
Experience
PPD Construction Services June 2014 - Present
Precision Painting & Decorating Corp. January 2004 - Present
BiancaRose August 2005 - January 2010
Charles Schwab September 2000 - May 2001
Charles Schwab May 2000 - August 2000
Skills
Contractors, Contract Negotiation, Renovation, Strategic Planning, Restoration, Process Scheduler, Residential Homes, Customer Service, New Business Development, Drywall, Flooring, Purchasing, Employee Management, Decks, Contract Management, Value Engineering, Subcontracting, Siding, Project Estimation, Exceeding Expectations, Paint, Carpentry, Pre-construction, Tiles, Scheduling, Financial Management, Vision Creation, Managerial Finance, Project Management, Sales, LEED, Green Building, Management, Finish, Home Improvement, Building Materials, Entrepreneurship, Project Execution, Small Business, Walls
Education
Eastern Illinois University 1998 — 2002
Bachelors of Science, Finance
Eastern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Finance, General
PPD Construction Services June 2014 - Present
Precision Painting & Decorating Corp. January 2004 - Present
BiancaRose August 2005 - January 2010
Charles Schwab September 2000 - May 2001
Charles Schwab May 2000 - August 2000
Skills
Contractors, Contract Negotiation, Renovation, Strategic Planning, Restoration, Process Scheduler, Residential Homes, Customer Service, New Business Development, Drywall, Flooring, Purchasing, Employee Management, Decks, Contract Management, Value Engineering, Subcontracting, Siding, Project Estimation, Exceeding Expectations, Paint, Carpentry, Pre-construction, Tiles, Scheduling, Financial Management, Vision Creation, Managerial Finance, Project Management, Sales, LEED, Green Building, Management, Finish, Home Improvement, Building Materials, Entrepreneurship, Project Execution, Small Business, Walls
Education
Eastern Illinois University 1998 — 2002
Bachelors of Science, Finance
Eastern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Finance, General
Stephanie Shmunes's Charles Schwab Experience November 1996 - June 1998
Job Independent Consultant
Industry Marketing and Advertising
Experience
San Francisco School-to-Career Partnership January 1998 - June 1998
Charles Schwab November 1996 - June 1998
Jobs For Youth November 1994 - October 1996
United Way of Alameda County June 1993 - August 1994
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA
Duke University 1984 — 1988
AB
San Francisco School-to-Career Partnership January 1998 - June 1998
Charles Schwab November 1996 - June 1998
Jobs For Youth November 1994 - October 1996
United Way of Alameda County June 1993 - August 1994
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA
Duke University 1984 — 1988
AB
Tyler Schelhaas's Charles Schwab Experience June 2007 - March 2012
Job Advisor at SNS Financial Group
Industry Financial Services
Experience
SNS Financial Group March 2012 - Present
Charles Schwab June 2007 - March 2012
Education
Dordt College 1999 — 2003
SNS Financial Group March 2012 - Present
Charles Schwab June 2007 - March 2012
Education
Dordt College 1999 — 2003
Torbin Croly's Charles Schwab Experience May 1998 - November 2008
Job QA Engineer at Rose International
Industry Information Technology and Services
Experience
Rose International May 2015 - Present
W.A. Hynes & Co. February 2012 - December 2013
MobGen, Inc. October 2009 - January 2012
Charles Schwab May 1998 - November 2008
Skills
Unix, Disaster Recovery, ITIL, VMware, Technical Support, Testing, Hardware, Software Installation, System Deployment, Active Directory, Quality Assurance, Servers, Enterprise Software, System Administration, Windows, Networking, Data Center, Operating Systems, Windows Server, Android
Education
Diablo Valley College
Northern Arizona University
Rose International May 2015 - Present
W.A. Hynes & Co. February 2012 - December 2013
MobGen, Inc. October 2009 - January 2012
Charles Schwab May 1998 - November 2008
Skills
Unix, Disaster Recovery, ITIL, VMware, Technical Support, Testing, Hardware, Software Installation, System Deployment, Active Directory, Quality Assurance, Servers, Enterprise Software, System Administration, Windows, Networking, Data Center, Operating Systems, Windows Server, Android
Education
Diablo Valley College
Northern Arizona University
Bansi Sharma's Charles Schwab Experience February 2015 - Present
Job Application Lifecycle Manager (Contractor through netPolarity, Inc) at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab February 2015 - Present
R Systems January 2011 - February 2015
Northcentral University February 2012 - December 2014
R Systems International Ltd. October 2004 - December 2010
MOMENTUM TECHNOLOGIES January 2003 - October 2004
Bhilwara Infotechnology Ltd September 2000 - January 2003
Pan Business Lists Pvt Ltd June 1997 - September 2000
Nashsoft Systems Pvt. Ltd. November 1994 - May 1997
Skills
Software Project..., Requirements Analysis, SDLC, Agile Methodologies, Vendor Management, .NET, Certified Project..., CRM, Pre-sales, Microsoft SQL Server, Testing, SOA, Web Services, Team Building, Account Management, IT Service Management, Cross-functional Team..., Higher Education, Process Improvement, Project Management, Quality Management, Risk Management, Customer Service, Global Delivery, Microsoft Technologies, Software Development, Microsoft Project, Distributed Team..., CMMI Level 5, Full SDLC, Resource Management, Project Estimation, Strategy, Offshore Outsourcing, MVC Architecture, ASP.NET, C#
Education
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1994
Bachelor of Engineering (BE), Computer Science
Charles Schwab February 2015 - Present
R Systems January 2011 - February 2015
Northcentral University February 2012 - December 2014
R Systems International Ltd. October 2004 - December 2010
MOMENTUM TECHNOLOGIES January 2003 - October 2004
Bhilwara Infotechnology Ltd September 2000 - January 2003
Pan Business Lists Pvt Ltd June 1997 - September 2000
Nashsoft Systems Pvt. Ltd. November 1994 - May 1997
Skills
Software Project..., Requirements Analysis, SDLC, Agile Methodologies, Vendor Management, .NET, Certified Project..., CRM, Pre-sales, Microsoft SQL Server, Testing, SOA, Web Services, Team Building, Account Management, IT Service Management, Cross-functional Team..., Higher Education, Process Improvement, Project Management, Quality Management, Risk Management, Customer Service, Global Delivery, Microsoft Technologies, Software Development, Microsoft Project, Distributed Team..., CMMI Level 5, Full SDLC, Resource Management, Project Estimation, Strategy, Offshore Outsourcing, MVC Architecture, ASP.NET, C#
Education
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1994
Bachelor of Engineering (BE), Computer Science
Jennifer Langford's Charles Schwab Experience 2000 - 2001
Job Special Education Teacher at Leuzinger HIgh School
Industry Education Management
Experience
Leuzinger HIgh School June 2013 - Present
The Help Group September 2008 - June 2013
Gorman Learning Center 2001 - November 2006
Charles Schwab 2000 - 2001
Plus 8 video 1998 - 1998
Ruby's Diner, Inc. September 1995 - 1996
Skills
Special Education, Lesson Planning, Differentiated..., Classroom Management, Elementary Education, Tutoring, Educational Technology, Teacher Training, Literacy, Educational Leadership, K-12, Community Outreach, Behavior Management, Higher Education, IEP, Public Speaking, Teaching, Nonprofits, Staff Development, Photography, Desktop Publishing, Autism Spectrum..., Teaching History, Teaching Economics
Education
National University 2011 — 2013
Master of Science (M.S.), Special Education and Teaching
National University 2001 — 2013
Level II Special Education Credential, Mild/Moderate
National University 2001 — 2004
Bachelor of Arts, Interdisciplinary Studies with a Minor in Literature
First Baptist Academy 1990 — 1994
High School Diploma, High School/Secondary Diplomas and Certificates
East Los Angeles College 1991 — 1993
High School Courses, Japanese Language and Literature
Leuzinger HIgh School June 2013 - Present
The Help Group September 2008 - June 2013
Gorman Learning Center 2001 - November 2006
Charles Schwab 2000 - 2001
Plus 8 video 1998 - 1998
Ruby's Diner, Inc. September 1995 - 1996
Skills
Special Education, Lesson Planning, Differentiated..., Classroom Management, Elementary Education, Tutoring, Educational Technology, Teacher Training, Literacy, Educational Leadership, K-12, Community Outreach, Behavior Management, Higher Education, IEP, Public Speaking, Teaching, Nonprofits, Staff Development, Photography, Desktop Publishing, Autism Spectrum..., Teaching History, Teaching Economics
Education
National University 2011 — 2013
Master of Science (M.S.), Special Education and Teaching
National University 2001 — 2013
Level II Special Education Credential, Mild/Moderate
National University 2001 — 2004
Bachelor of Arts, Interdisciplinary Studies with a Minor in Literature
First Baptist Academy 1990 — 1994
High School Diploma, High School/Secondary Diplomas and Certificates
East Los Angeles College 1991 — 1993
High School Courses, Japanese Language and Literature
Caroline Gaebel's Charles Schwab Experience April 2000 - February 2015
Job Vice President Senior Compliance Officer, Privacy Office at MUFG Americas
Industry Financial Services
Experience
MUFG Americas February 2015 - Present
Charles Schwab April 2000 - February 2015
Charles Schwab February 1999 - March 2000
Charles Schwab December 1996 - January 1999
Charles Schwab April 1995 - November 1996
Education
Dominican University of California
BS, Biology
Golden Gate University
MBA, International Management
MUFG Americas February 2015 - Present
Charles Schwab April 2000 - February 2015
Charles Schwab February 1999 - March 2000
Charles Schwab December 1996 - January 1999
Charles Schwab April 1995 - November 1996
Education
Dominican University of California
BS, Biology
Golden Gate University
MBA, International Management
Marta Stepien's Charles Schwab Experience June 2015 - Present
Job Schwab Advisor Service Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Drury University August 2012 - August 2014
The Bolles School June 2012 - July 2012
Drury University June 2011 - May 2012
“Collegium Therapeia” Digital Dentistry & Medicine June 2010 - July 2010
Skills
Polish native language, Microsoft Office, Social Media, Customer Service, Swim Instruction, Accounting, Coaching, Fundraising, Higher Education, Leadership, Management, Public Speaking, Recruiting, Research, Teaching, Time Management
Education
Drury University 2012 — 2014
Master of Business Administration (MBA)
Drury University 2010 — 2012
Bachelor's degree, Business- Finance
Limestone College 2008 — 2010
Charles Schwab June 2015 - Present
Drury University August 2012 - August 2014
The Bolles School June 2012 - July 2012
Drury University June 2011 - May 2012
“Collegium Therapeia” Digital Dentistry & Medicine June 2010 - July 2010
Skills
Polish native language, Microsoft Office, Social Media, Customer Service, Swim Instruction, Accounting, Coaching, Fundraising, Higher Education, Leadership, Management, Public Speaking, Recruiting, Research, Teaching, Time Management
Education
Drury University 2012 — 2014
Master of Business Administration (MBA)
Drury University 2010 — 2012
Bachelor's degree, Business- Finance
Limestone College 2008 — 2010
Gregory Sill's Charles Schwab Experience Assistant ManagerFamous Footwear2006 - 2008
Job Senior Risk Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Assistant ManagerFamous Footwear2006 - 2008
Education
Drake University
Charles Schwab Assistant ManagerFamous Footwear2006 - 2008
Education
Drake University
Steven Saldana's Charles Schwab Experience October 2014 - June 2015
Job Financial Services Professional at Charles Schwab
Industry Market Research
Experience
Charles Schwab October 2014 - June 2015
American Friends of the Louvre June 2013 - August 2013
The Scrap Exchange March 2013 - June 2013
Duke Department of Community and Family Medicine November 2011 - July 2012
Skills
Strategic Planning, Business Strategy, Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Marketing Strategy, Economics, Negotiation, Research, Access, Leadership, PowerPoint, Public Speaking, Social Media, Data Analysis
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics, 3.38
Charles Schwab October 2014 - June 2015
American Friends of the Louvre June 2013 - August 2013
The Scrap Exchange March 2013 - June 2013
Duke Department of Community and Family Medicine November 2011 - July 2012
Skills
Strategic Planning, Business Strategy, Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Marketing Strategy, Economics, Negotiation, Research, Access, Leadership, PowerPoint, Public Speaking, Social Media, Data Analysis
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics, 3.38
Uriel Trujillo's Charles Schwab Experience November 2014 - Present
Job Risk and Controls Manager
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
U.S. Department of Energy May 2009 - February 2015
Navarro Research and Engineering February 2008 - May 2009
Skills
Program Management, Policy Analysis, Analysis, Data Analysis, Stata, Financial Analysis, Economics, Process Improvement, Project Planning, Project Management, Management, Finance, Leadership
Education
University of Colorado Denver 2012 — 2015
Master of Science (MS), Finance, General
University of Colorado Denver 2006 — 2008
Master of Arts (MA), Economics
University of Colorado Boulder 2001 — 2006
Bachelor of Arts (BA), Economics
Duke University 2005 — 2005
American Economic Association Summer Research Program
Charles Schwab November 2014 - Present
U.S. Department of Energy May 2009 - February 2015
Navarro Research and Engineering February 2008 - May 2009
Skills
Program Management, Policy Analysis, Analysis, Data Analysis, Stata, Financial Analysis, Economics, Process Improvement, Project Planning, Project Management, Management, Finance, Leadership
Education
University of Colorado Denver 2012 — 2015
Master of Science (MS), Finance, General
University of Colorado Denver 2006 — 2008
Master of Arts (MA), Economics
University of Colorado Boulder 2001 — 2006
Bachelor of Arts (BA), Economics
Duke University 2005 — 2005
American Economic Association Summer Research Program
Troy Rector's Charles Schwab Experience 1992 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1992 - 2004
Skills
Investment Management, Asset Allocation
Education
East Carolina University
Charles Schwab 1992 - 2004
Skills
Investment Management, Asset Allocation
Education
East Carolina University
David Wendel's Charles Schwab Experience September 2015 - Present
Job Client Service Specialist, Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
ABRA Auto Body & Glass September 2014 - Present
ABRA Auto Body & Glass January 2013 - September 2014
ABRA Auto Body & Glass January 2007 - January 2013
Skills
Customer Service..., Automotive, Continuous Improvement, Customer Retention, Customer Satisfaction, Lean Manufacturing, Purchasing, Vehicles, Inventory Management, Process Improvement, Operations Management, Automobile, Customer Service, Team Building, Automotive Parts, Hazardous Materials..., Insurance, Finance, Sales
Education
Dunwoody College of Technology 2005 — 2013
Bachelor of Science (BS), Business Administration and Management, 3.79
Dunwoody College of Technology 2005 — 2008
Associate of Arts and Sciences (AAS), Automotive Collision Repair and Refinishing
Charles Schwab September 2015 - Present
ABRA Auto Body & Glass September 2014 - Present
ABRA Auto Body & Glass January 2013 - September 2014
ABRA Auto Body & Glass January 2007 - January 2013
Skills
Customer Service..., Automotive, Continuous Improvement, Customer Retention, Customer Satisfaction, Lean Manufacturing, Purchasing, Vehicles, Inventory Management, Process Improvement, Operations Management, Automobile, Customer Service, Team Building, Automotive Parts, Hazardous Materials..., Insurance, Finance, Sales
Education
Dunwoody College of Technology 2005 — 2013
Bachelor of Science (BS), Business Administration and Management, 3.79
Dunwoody College of Technology 2005 — 2008
Associate of Arts and Sciences (AAS), Automotive Collision Repair and Refinishing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank