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
Christopher Dziklinski Christopher Dziklinski's Charles Schwab Experience April 2014 - Present
Job Vice President, Financial Consultant, Charles Schwab
Industry Investment Management
Experience
Charles Schwab April 2014 - Present
Skills
Investment Strategies, Tax-advantaged..., Personal Financial..., Investment Advisory, Retirement Planning, Wealth Management, Series 7, Series 63, Investments, Asset Allocation, Asset Management, Wealth Preservation..., Wealth Management..., High Net Worth..., Finance
Education
Walsh College of Accountancy and Business Administration 2007 — 2009
MBA, Economics
Eastern Michigan University 2000 — 2002
BBA, Finance
Churchill High School 1994 — 1998
Diploma
Charles Schwab April 2014 - Present
Skills
Investment Strategies, Tax-advantaged..., Personal Financial..., Investment Advisory, Retirement Planning, Wealth Management, Series 7, Series 63, Investments, Asset Allocation, Asset Management, Wealth Preservation..., Wealth Management..., High Net Worth..., Finance
Education
Walsh College of Accountancy and Business Administration 2007 — 2009
MBA, Economics
Eastern Michigan University 2000 — 2002
BBA, Finance
Churchill High School 1994 — 1998
Diploma
Duane Johnson Duane Johnson's Charles Schwab Experience March 2014 - Present
Job VP Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Flagstar Bank December 2011 - January 2014
Packerland Brokerage Services May 2010 - December 2011
CUNA Brokerage Services 2004 - 2010
CUNA Brokerage Services July 2000 - July 2004
Morgan Stanley Smith Barney January 1998 - January 2000
Skills
Strategic Financial..., Coaching, Management, Sales Process, Project Planning, Relationship Management, Insurance, Series 7, Leadership, Business Development, Strategy, Banking, Start-ups, Finance, Investments, Financial Services, Program Management, Financial Advisory, Wealth Management, Retirement Planning, Asset Management, Series 63, FINRA, Financial Planners, Financial Planning
Education
Eastern Michigan University
BS, Math and Economics
The American College
CLU ChFC, Chartered Financial Consultant
Charles Schwab March 2014 - Present
Flagstar Bank December 2011 - January 2014
Packerland Brokerage Services May 2010 - December 2011
CUNA Brokerage Services 2004 - 2010
CUNA Brokerage Services July 2000 - July 2004
Morgan Stanley Smith Barney January 1998 - January 2000
Skills
Strategic Financial..., Coaching, Management, Sales Process, Project Planning, Relationship Management, Insurance, Series 7, Leadership, Business Development, Strategy, Banking, Start-ups, Finance, Investments, Financial Services, Program Management, Financial Advisory, Wealth Management, Retirement Planning, Asset Management, Series 63, FINRA, Financial Planners, Financial Planning
Education
Eastern Michigan University
BS, Math and Economics
The American College
CLU ChFC, Chartered Financial Consultant
Corey Wertz Corey Wertz's Charles Schwab Experience June 2013 - Present
Job Stock Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
ALPS Fund Services, Inc. September 2011 - June 2013
Intuit October 2010 - September 2011
Hanger Orthopedic Group April 2009 - May 2010
Key Equipment Finance March 2008 - May 2009
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Investments, Finance, Financial Modeling, Accounting, Social Media, Series 63, Research, Corporate Finance, Event Planning, Sales, Forecasting, Budgets, Public Speaking, Outlook
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Charles Schwab June 2013 - Present
ALPS Fund Services, Inc. September 2011 - June 2013
Intuit October 2010 - September 2011
Hanger Orthopedic Group April 2009 - May 2010
Key Equipment Finance March 2008 - May 2009
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Investments, Finance, Financial Modeling, Accounting, Social Media, Series 63, Research, Corporate Finance, Event Planning, Sales, Forecasting, Budgets, Public Speaking, Outlook
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Erin McFall Erin McFall's Charles Schwab Experience October 2003 - January 2008
Job Paralegal at Cepheid
Industry Medical Devices
Experience
Cepheid September 2009 - Present
Morrison & Foerster LLP January 2008 - July 2008
Charles Schwab October 2003 - January 2008
Skills
Patents, Contract Management, Patent Annuities, Records Management
Education
Eastern Michigan University 1984 — 1988
Bachelor's degree, Music Performance, General
West Valley College
Present Student - will complete Certification May 2015, Paralegal Certificate, 4.0
Cepheid September 2009 - Present
Morrison & Foerster LLP January 2008 - July 2008
Charles Schwab October 2003 - January 2008
Skills
Patents, Contract Management, Patent Annuities, Records Management
Education
Eastern Michigan University 1984 — 1988
Bachelor's degree, Music Performance, General
West Valley College
Present Student - will complete Certification May 2015, Paralegal Certificate, 4.0
Bryan L. Russell RN, BBA Bryan L. Russell RN, BBA's Charles Schwab Experience 1997 - 2002
Job Mental Health Nurse at Mental Health Center of Madison County
Industry Hospital & Health Care
Experience
Mental Health Center of Madison County 2013 - Present
Home HealthLine, LLC 2009 - Present
Russell Asset Management 2003 - 2009
E*TRADE Financial 2002 - 2003
Charles Schwab 1997 - 2002
Edward Jones 1995 - 1997
J.C. Bradford & Co 1994 - 1995
White Tiger Manufacturing 1992 - 1994
SportsLife - Baptist Medical Center 1988 - 1992
Central Bank of the South 1986 - 1988
Skills
Registered Nurses, Project Management..., Consultative Sales..., Experienced Sales..., Experienced Speaker, Team Leadership, Medical Terminology, Nursing Process, Nursing Documentation, Professional..., World Class Customer..., Executive Level..., Microsoft Office, Sales Presentation..., Presentation Coaching, Business Planning, Investment Advisory, Prospecting New Clients, Computer Proficiency, National Media..., Strategic Hiring, New Business Development, Rain Maker, Surgical Device Sales, Surgical Nursing, Cardiology, Oncology, Employee Benefits, Emergency Room, Orthopedic, Pay Close Attention to..., Highly motivated..., Goal-oriented..., Outstanding time..., Medical/Surgical, Quality Patient Care, Outstanding..., Successful Business..., HIPAA, Surgery, Operating Room Sales, Strategic Financial..., Hospital Information..., Staff Management, High Achiever, Seven Habits of Highly..., Persuasive Presentation..., BLS Health Care..., Superior Work Ethic, Medical Devices
Education
John C Calhoun State Community College 2009 — 2012
Associate of Applied Science, Nursing
Graduate Finance Licenses & Management Classes toward 1994 — 2009
Master of Business Administration (MBA), Graduate Finance Licenses & Management Classes toward MBA
Faulkner University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration
De La Salle High School
College Preparatory Diploma
Mental Health Center of Madison County 2013 - Present
Home HealthLine, LLC 2009 - Present
Russell Asset Management 2003 - 2009
E*TRADE Financial 2002 - 2003
Charles Schwab 1997 - 2002
Edward Jones 1995 - 1997
J.C. Bradford & Co 1994 - 1995
White Tiger Manufacturing 1992 - 1994
SportsLife - Baptist Medical Center 1988 - 1992
Central Bank of the South 1986 - 1988
Skills
Registered Nurses, Project Management..., Consultative Sales..., Experienced Sales..., Experienced Speaker, Team Leadership, Medical Terminology, Nursing Process, Nursing Documentation, Professional..., World Class Customer..., Executive Level..., Microsoft Office, Sales Presentation..., Presentation Coaching, Business Planning, Investment Advisory, Prospecting New Clients, Computer Proficiency, National Media..., Strategic Hiring, New Business Development, Rain Maker, Surgical Device Sales, Surgical Nursing, Cardiology, Oncology, Employee Benefits, Emergency Room, Orthopedic, Pay Close Attention to..., Highly motivated..., Goal-oriented..., Outstanding time..., Medical/Surgical, Quality Patient Care, Outstanding..., Successful Business..., HIPAA, Surgery, Operating Room Sales, Strategic Financial..., Hospital Information..., Staff Management, High Achiever, Seven Habits of Highly..., Persuasive Presentation..., BLS Health Care..., Superior Work Ethic, Medical Devices
Education
John C Calhoun State Community College 2009 — 2012
Associate of Applied Science, Nursing
Graduate Finance Licenses & Management Classes toward 1994 — 2009
Master of Business Administration (MBA), Graduate Finance Licenses & Management Classes toward MBA
Faulkner University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration
De La Salle High School
College Preparatory Diploma
Janine Cristiano Janine Cristiano's Charles Schwab Experience 2000 - 2003
Job Executive Vice President, Human Resources & Corporate Services Ares Management
Industry Financial Services
Experience
Ares Management January 2011 - Present
Espirito Santo Investment June 2008 - January 2011
Citigroup October 2006 - June 2008
WestLB 2003 - October 2006
Charles Schwab 2000 - 2003
Ernst & Young 1989 - 1999
Skills
Performance Management, Deferred Compensation, Recruiting, Leadership Development, Talent Management, Human Resources, Leadership, Management, Succession Planning, Employee Relations, Employee Benefits, Onboarding, Mergers & Acquisitions, Talent Acquisition, Organizational..., HRIS
Education
Virginia Commonwealth University 1978 — 1982
BA
Fairleigh Dickinson University - New Jersey
MBA, Human Resources
Ares Management January 2011 - Present
Espirito Santo Investment June 2008 - January 2011
Citigroup October 2006 - June 2008
WestLB 2003 - October 2006
Charles Schwab 2000 - 2003
Ernst & Young 1989 - 1999
Skills
Performance Management, Deferred Compensation, Recruiting, Leadership Development, Talent Management, Human Resources, Leadership, Management, Succession Planning, Employee Relations, Employee Benefits, Onboarding, Mergers & Acquisitions, Talent Acquisition, Organizational..., HRIS
Education
Virginia Commonwealth University 1978 — 1982
BA
Fairleigh Dickinson University - New Jersey
MBA, Human Resources
Jennifer Engle Jennifer Engle's Charles Schwab Experience May 2014 - Present
Job Client Services Specilist at Charles Schwab
Industry Hospitality
Experience
Charles Schwab May 2014 - Present
Willows Lodge October 2013 - April 2014
Cheyenne Mountain Resort May 2013 - October 2013
Mandarin Oriental, Las Vegas May 2011 - February 2013
Mandarin Oriental, Las Vegas March 2011 - May 2011
Mandarin Oriental, Las Vegas November 2009 - December 2010
Salish Lodge & Spa January 2009 - October 2009
Coeur d'Alene Resort May 2007 - September 2007
Walt Disney World June 2005 - January 2006
Education
Washington State University 2006 — 2008
Bachlors of Arts, Hospitality Business Management
Unversity Center Cesar Ritz 2007 — 2007
Non-Degree Seeking, Hospitality Business Management
Eastern Washington University 2004 — 2006
Business Administration
Sammamish High School 2000 — 2004
Charles Schwab May 2014 - Present
Willows Lodge October 2013 - April 2014
Cheyenne Mountain Resort May 2013 - October 2013
Mandarin Oriental, Las Vegas May 2011 - February 2013
Mandarin Oriental, Las Vegas March 2011 - May 2011
Mandarin Oriental, Las Vegas November 2009 - December 2010
Salish Lodge & Spa January 2009 - October 2009
Coeur d'Alene Resort May 2007 - September 2007
Walt Disney World June 2005 - January 2006
Education
Washington State University 2006 — 2008
Bachlors of Arts, Hospitality Business Management
Unversity Center Cesar Ritz 2007 — 2007
Non-Degree Seeking, Hospitality Business Management
Eastern Washington University 2004 — 2006
Business Administration
Sammamish High School 2000 — 2004
Ken Carlson, CWS, MBA's Charles Schwab Experience November 1992 - July 2002
Job Senior Vice President & Senior Portfolio Manger at IBERIABANK
Industry Investment Management
Experience
IBERIABANK November 2012 - Present
BNY Mellon Wealth Management July 2011 - November 2012
KeyBank January 2009 - July 2011
Wells Fargo December 2006 - December 2008
Coconut Grove Bank July 2002 - December 2006
Charles Schwab November 1992 - July 2002
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Investment Management, Equities, Asset Management, Relationship Management, Banking, Alternative Investments, Investment Strategies, Due Diligence, Series 7, Private Banking, Sales, Asset Managment, Estate Planning, Bonds, Wealth Management..., Wealth, Fixed Income, Loans, Financial Advisory, Financial Planning, Series 63, Series 65, Credit, Strategic Financial..., Securities, Contract Negotiation, Marketing, FINRA, Ice Hockey, Football, Golf, Triathlon, Boating, USCG Captain, Office Linebacker
Education
University of Colorado Boulder 1999 — 2001
MBA, Management
Ferris State University 1989 — 1992
Bachelor of Science (B.S.), Accounting and Finance
IBERIABANK November 2012 - Present
BNY Mellon Wealth Management July 2011 - November 2012
KeyBank January 2009 - July 2011
Wells Fargo December 2006 - December 2008
Coconut Grove Bank July 2002 - December 2006
Charles Schwab November 1992 - July 2002
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Investment Management, Equities, Asset Management, Relationship Management, Banking, Alternative Investments, Investment Strategies, Due Diligence, Series 7, Private Banking, Sales, Asset Managment, Estate Planning, Bonds, Wealth Management..., Wealth, Fixed Income, Loans, Financial Advisory, Financial Planning, Series 63, Series 65, Credit, Strategic Financial..., Securities, Contract Negotiation, Marketing, FINRA, Ice Hockey, Football, Golf, Triathlon, Boating, USCG Captain, Office Linebacker
Education
University of Colorado Boulder 1999 — 2001
MBA, Management
Ferris State University 1989 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Jason P. Lutsey Jason P. Lutsey's Charles Schwab Experience March 2008 - August 2009
Job Vice PresidentNew Hire Manager/Sales Financial Solutions Manager at Merrill EdgeBank of America
Industry Financial Services
Experience
Merrill Edge-Bank of America June 2014 - Present
Merrill Edge-Bank of America January 2013 - June 2014
Merrill Lynch-Bank of America July 2011 - January 2013
Pacific Coast Mortgage August 2009 - July 2011
Charles Schwab March 2008 - August 2009
Nationstar Mortgage July 2004 - January 2008
Edward Jones Investments September 2002 - May 2004
Trenton Cleaning Chemical January 1998 - July 2002
Skills
Organizational Design, Business Process Design, Talent Management, Business Process, Performance Management, Change Management, Employee Engagement, Organizational..., Onboarding, Succession Planning, Program Management, Hands-on Training, Process Improvement, Coaching, Leadership Development, Team Building, Instructional Design, Mentoring, Complaince, Problem Solving, Sales Management, Sales Management..., Customer Service..., Operations Management, Management Consulting, Call Center, Risk Management, Leadership, Call Centers, Sales, Training, Customer Service, Hiring, Management, Vendor Management, Account Management, Budgets, Human Resources, Mortgage Lending, CRM, Customer Satisfaction, Team Leadership, Executive Management, Loans, Banking, Strategy, Relationship Management, Financial Services, Customer Retention, Credit
Education
Western International University 2010 — 2011
Master of Business Administration, International Business
Eastern Michigan University
Bachelor of Business Administration, Computer Management Systems
Merrill Edge-Bank of America June 2014 - Present
Merrill Edge-Bank of America January 2013 - June 2014
Merrill Lynch-Bank of America July 2011 - January 2013
Pacific Coast Mortgage August 2009 - July 2011
Charles Schwab March 2008 - August 2009
Nationstar Mortgage July 2004 - January 2008
Edward Jones Investments September 2002 - May 2004
Trenton Cleaning Chemical January 1998 - July 2002
Skills
Organizational Design, Business Process Design, Talent Management, Business Process, Performance Management, Change Management, Employee Engagement, Organizational..., Onboarding, Succession Planning, Program Management, Hands-on Training, Process Improvement, Coaching, Leadership Development, Team Building, Instructional Design, Mentoring, Complaince, Problem Solving, Sales Management, Sales Management..., Customer Service..., Operations Management, Management Consulting, Call Center, Risk Management, Leadership, Call Centers, Sales, Training, Customer Service, Hiring, Management, Vendor Management, Account Management, Budgets, Human Resources, Mortgage Lending, CRM, Customer Satisfaction, Team Leadership, Executive Management, Loans, Banking, Strategy, Relationship Management, Financial Services, Customer Retention, Credit
Education
Western International University 2010 — 2011
Master of Business Administration, International Business
Eastern Michigan University
Bachelor of Business Administration, Computer Management Systems
Sandra Alvarenga Sandra Alvarenga's Charles Schwab Experience August 1999 - 2000
Job Marketing Analyst at Maidenbaum & Sternberg, LLP
Industry Legal Services
Experience
Maidenbaum & Sternberg, LLP October 2000 - Present
Charles Schwab August 1999 - 2000
Skills
Computer Proficiency, Business Administration, Mail Merge, Networking, Translation, Microsoft Excel, Communication, Marketing Strategy, Email Marketing, Direct Marketing, Marketing, CRM
Education
Computer Career Center
Networking Adm.
Farmingdale State University of New York
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, International Business
Instituto Internacional de Estudios Superiores, Tamaulipas
International Business, Business Adm. Exchange Student
Center for International Studies in Madrid Spain
Exchange Student, International Business/Trade/Commerce
Queens College, City University of New York
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Maidenbaum & Sternberg, LLP October 2000 - Present
Charles Schwab August 1999 - 2000
Skills
Computer Proficiency, Business Administration, Mail Merge, Networking, Translation, Microsoft Excel, Communication, Marketing Strategy, Email Marketing, Direct Marketing, Marketing, CRM
Education
Computer Career Center
Networking Adm.
Farmingdale State University of New York
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, International Business
Instituto Internacional de Estudios Superiores, Tamaulipas
International Business, Business Adm. Exchange Student
Center for International Studies in Madrid Spain
Exchange Student, International Business/Trade/Commerce
Queens College, City University of New York
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Georgia Reedy Georgia Reedy's Charles Schwab Experience January 2001 - April 2002
Job US Agent BioFuel Sources
Industry Oil & Energy
Experience
Bio-Fuel Sources January 2011 - Present
www.OnTheGo-Travel.com August 2011 - October 2011
Republic Airlines June 2008 - April 2010
HSBC January 2003 - May 2008
Charles Schwab January 2001 - April 2002
Skills
Alternative Energy, Flight Attendant, Home Mortgage Lending, Negotiation, Customer Relations, Biofuels, Hospitality, Teamwork, Sustainability, Energy, Entrepreneurship, Renewable Energy, Project Finance, Contract Negotiation, International Business, Mergers & Acquisitions, Strategy, Start-ups, Customer Service, Business Strategy, Business Development, Wind, Due Diligence, Investments, Business Planning, Analysis
Education
El Camino College
Vincennes University
Bio-Fuel Sources January 2011 - Present
www.OnTheGo-Travel.com August 2011 - October 2011
Republic Airlines June 2008 - April 2010
HSBC January 2003 - May 2008
Charles Schwab January 2001 - April 2002
Skills
Alternative Energy, Flight Attendant, Home Mortgage Lending, Negotiation, Customer Relations, Biofuels, Hospitality, Teamwork, Sustainability, Energy, Entrepreneurship, Renewable Energy, Project Finance, Contract Negotiation, International Business, Mergers & Acquisitions, Strategy, Start-ups, Customer Service, Business Strategy, Business Development, Wind, Due Diligence, Investments, Business Planning, Analysis
Education
El Camino College
Vincennes University
Stuart Uhler Stuart Uhler's Charles Schwab Experience January 2010 - June 2011
Job Assistant Vice President, Global Learning Shared Services at Bank of America
Industry Professional Training & Coaching
Experience
Bank of America June 2011 - Present
Charles Schwab January 2010 - June 2011
Fidelity Investments February 2002 - March 2009
Fidelity Investments July 2000 - February 2002
Fidelity Investments September 1993 - July 2000
Education
Emerson College 1989 — 1993
M.A. (abt), Broadcast Journalism
The Ohio State University 1983 — 1986
B.A, Organizational Communication
Bank of America June 2011 - Present
Charles Schwab January 2010 - June 2011
Fidelity Investments February 2002 - March 2009
Fidelity Investments July 2000 - February 2002
Fidelity Investments September 1993 - July 2000
Education
Emerson College 1989 — 1993
M.A. (abt), Broadcast Journalism
The Ohio State University 1983 — 1986
B.A, Organizational Communication
Chad McElmurry Chad McElmurry's Charles Schwab Experience December 1997 - January 2002
Job Republic Airlines ERJ170 First Officer
Industry Aviation & Aerospace
Experience
Republic Airlines August 2014 - Present
Air Associates of Kansas November 2013 - August 2014
Jeff Air Pilot Services September 2013 - March 2014
Coast Flight Training July 2013 - September 2013
University of North Dakota May 2013 - June 2013
Purdue University August 2012 - April 2013
CAM Investments, Inc April 2002 - April 2012
Charles Schwab December 1997 - January 2002
Skills
Flight Safety, Piloting, Flights, Aviation, Human Factors, Aircraft, Aerospace, Commercial Aviation, Airlines, Aeronautics, Airports, Private Pilot, CFI, Flight Planning, Flight Training, Aircraft Maintenance, Avionics, Military, Crew Resource Management, Defense, Helicopters, Commercial Piloting
Education
Embry-Riddle Aeronautical University 2015 — 2017
Master of Science in Aeronautics, Aerospace Management
Purdue University 2010 — 2013
Bachelor of Science, Professional Flight Technology, 3.61/ 4.0
Republic Airlines August 2014 - Present
Air Associates of Kansas November 2013 - August 2014
Jeff Air Pilot Services September 2013 - March 2014
Coast Flight Training July 2013 - September 2013
University of North Dakota May 2013 - June 2013
Purdue University August 2012 - April 2013
CAM Investments, Inc April 2002 - April 2012
Charles Schwab December 1997 - January 2002
Skills
Flight Safety, Piloting, Flights, Aviation, Human Factors, Aircraft, Aerospace, Commercial Aviation, Airlines, Aeronautics, Airports, Private Pilot, CFI, Flight Planning, Flight Training, Aircraft Maintenance, Avionics, Military, Crew Resource Management, Defense, Helicopters, Commercial Piloting
Education
Embry-Riddle Aeronautical University 2015 — 2017
Master of Science in Aeronautics, Aerospace Management
Purdue University 2010 — 2013
Bachelor of Science, Professional Flight Technology, 3.61/ 4.0
Jeffrey Ortega's Charles Schwab Experience March 2014 - Present
Job Registered Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
TD Ameritrade Institutional August 2013 - February 2014
The Vanguard Group March 2012 - August 2013
Vanguard May 2011 - February 2012
Vanguard September 2008 - April 2011
Vanguard January 2008 - August 2008
Wells Fargo July 2007 - December 2007
Skills
Series 7, Series 63, Series 6, Equities, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Strategic Financial..., Negotiation, Budgets, Business Strategy, Asset Allocation, Retirement, Financial Services, Financial Planning
Education
New Mexico State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance and International Business, 3.25
Eastern New Mexico University 2002 — 2003
Charles Schwab March 2014 - Present
TD Ameritrade Institutional August 2013 - February 2014
The Vanguard Group March 2012 - August 2013
Vanguard May 2011 - February 2012
Vanguard September 2008 - April 2011
Vanguard January 2008 - August 2008
Wells Fargo July 2007 - December 2007
Skills
Series 7, Series 63, Series 6, Equities, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Strategic Financial..., Negotiation, Budgets, Business Strategy, Asset Allocation, Retirement, Financial Services, Financial Planning
Education
New Mexico State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance and International Business, 3.25
Eastern New Mexico University 2002 — 2003
Priscilla Bailey Priscilla Bailey's Charles Schwab Experience October 2011 - Present
Job Investment Professional
Industry Investment Management
Experience
Charles Schwab October 2011 - Present
Wescott Financial Advisory Group June 2006 - January 2009
Capital Analysts Inc 1998 - 2006
Skills
Mutual Funds, Investment Research, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Asset Managment
Education
Villanova University 2004 — 2006
MBA, Finance & Economics
Eastern University 1998 — 2003
Undegraduate, Finance & Economics
Charles Schwab October 2011 - Present
Wescott Financial Advisory Group June 2006 - January 2009
Capital Analysts Inc 1998 - 2006
Skills
Mutual Funds, Investment Research, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Asset Managment
Education
Villanova University 2004 — 2006
MBA, Finance & Economics
Eastern University 1998 — 2003
Undegraduate, Finance & Economics
Dustin Miller Dustin Miller's Charles Schwab Experience August 1999 - November 2001
Job IT Technical Support
Industry Gambling & Casinos
Experience
Global Cash Access September 2013 - December 2013
Caesars Entertainment Corporation Thru Atos August 2010 - June 2013
Big Mo's Computer Solutions January 2010 - February 2011
Clark County Detention Center April 2007 - June 2009
Alfy's Pizza and Pasta, Inc September 2002 - January 2007
Charles Schwab August 1999 - November 2001
Skills
Information Technology, A+ Certified, Windows 7, Windows XP Pro, Windows NT, Windows 2000, Windows 95, Microsoft Windows 98, Microsoft Office 2003, Microsoft Office, HP Printers, Dell Printers, Toshiba, IBM Laptops, Ghost, PC Anywhere, Remote Access, Micros, BMC Remedy, Support Magic, Active Directory, TeamViewer, ServiceDesk, VPN, Hardware, Software Installation, Desktop Computers, Security, Networking, Laptops, Dell Computers, MICROS, Management, Norton Ghost, Service Desk, System Deployment, Technical Support, Troubleshooting, Windows XP
Education
Edmonds Community College 1994 — 1995
Associates of Technical Arts Degree in Computer Service Technology., Information Technology
Cascade High School 1984 — 1987
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Global Cash Access September 2013 - December 2013
Caesars Entertainment Corporation Thru Atos August 2010 - June 2013
Big Mo's Computer Solutions January 2010 - February 2011
Clark County Detention Center April 2007 - June 2009
Alfy's Pizza and Pasta, Inc September 2002 - January 2007
Charles Schwab August 1999 - November 2001
Skills
Information Technology, A+ Certified, Windows 7, Windows XP Pro, Windows NT, Windows 2000, Windows 95, Microsoft Windows 98, Microsoft Office 2003, Microsoft Office, HP Printers, Dell Printers, Toshiba, IBM Laptops, Ghost, PC Anywhere, Remote Access, Micros, BMC Remedy, Support Magic, Active Directory, TeamViewer, ServiceDesk, VPN, Hardware, Software Installation, Desktop Computers, Security, Networking, Laptops, Dell Computers, MICROS, Management, Norton Ghost, Service Desk, System Deployment, Technical Support, Troubleshooting, Windows XP
Education
Edmonds Community College 1994 — 1995
Associates of Technical Arts Degree in Computer Service Technology., Information Technology
Cascade High School 1984 — 1987
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Stephen Healey's Charles Schwab Experience July 2015 - Present
Job Relationship Specialist at Charles Schwab & Co. Advisor Custody and Trading Services in Orlando, FL
Industry International Affairs
Experience
Charles Schwab July 2015 - Present
United States Marine Forces Reserve June 2013 - Present
Acadian Asset Management June 2014 - July 2015
State Street October 2012 - June 2014
State Street Corporation December 2010 - October 2012
Bank of America April 2010 - December 2010
Skills
Mutual Funds, Banking, Fixed Income, Financial Analysis, Spanish, Microsoft Office, Data Analysis, Attention To Detail, English, Portuguese, Customer Relations, Foreign Languages, Travel, Social Networking, Research, Outgoing, Pricing, International Business, International Relations, Finance, Asset Management, Leadership, Financial Services, Management, Microsoft Excel, Customer Service, Microsoft Word
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Pontifícia Universidade Católica do Rio de Janeiro 2008 — 2008
Português para Estrangeiros Intensivo, Elementary Level
Charles Schwab July 2015 - Present
United States Marine Forces Reserve June 2013 - Present
Acadian Asset Management June 2014 - July 2015
State Street October 2012 - June 2014
State Street Corporation December 2010 - October 2012
Bank of America April 2010 - December 2010
Skills
Mutual Funds, Banking, Fixed Income, Financial Analysis, Spanish, Microsoft Office, Data Analysis, Attention To Detail, English, Portuguese, Customer Relations, Foreign Languages, Travel, Social Networking, Research, Outgoing, Pricing, International Business, International Relations, Finance, Asset Management, Leadership, Financial Services, Management, Microsoft Excel, Customer Service, Microsoft Word
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Pontifícia Universidade Católica do Rio de Janeiro 2008 — 2008
Português para Estrangeiros Intensivo, Elementary Level
Dan Watters Dan Watters's Charles Schwab Experience 2005 - 2010
Job Finance, Planning, & Financial Systems Professional
Industry Financial Services
Experience
AECOM February 2015 - Present
URS Corporation, An AECOM Company 2011 - February 2015
Salesforce 2010 - 2011
Charles Schwab 2005 - 2010
Genentech 2005 - 2005
Tower Automotive 2004 - 2005
Skills
Budgets, Finance, Financial Modeling, Financial Reporting, Forecasting, Variance Analysis, Process Improvement, Financial Analysis, Essbase, Analysis, General Ledger, Hyperion, Accounting, Budgeting, Financial Planning, ERP, Account Reconciliation
Education
Eastern Michigan University
Bachelors of Business Administration, Finance
AECOM February 2015 - Present
URS Corporation, An AECOM Company 2011 - February 2015
Salesforce 2010 - 2011
Charles Schwab 2005 - 2010
Genentech 2005 - 2005
Tower Automotive 2004 - 2005
Skills
Budgets, Finance, Financial Modeling, Financial Reporting, Forecasting, Variance Analysis, Process Improvement, Financial Analysis, Essbase, Analysis, General Ledger, Hyperion, Accounting, Budgeting, Financial Planning, ERP, Account Reconciliation
Education
Eastern Michigan University
Bachelors of Business Administration, Finance
Brian Francfort Brian Francfort's Charles Schwab Experience July 2010 - April 2012
Job Enterprise Licensing at Microsoft
Industry Information Technology and Services
Experience
Microsoft June 2013 - Present
Charles Schwab July 2010 - April 2012
Charles Schwab August 2009 - June 2010
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (MBA), Finance, Information Systems & Operations Management
Gettysburg College 2004 — 2008
BA, Management
Microsoft June 2013 - Present
Charles Schwab July 2010 - April 2012
Charles Schwab August 2009 - June 2010
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (MBA), Finance, Information Systems & Operations Management
Gettysburg College 2004 — 2008
BA, Management
Debra Wagner Debra Wagner's Charles Schwab Experience September 1997 - February 1998
Job Information Systems Specialist at Contra Costa County Department of Child Support Services
Industry Information Technology and Services
Experience
Contra Costa County March 2014 - Present
Black Diamond Designs January 2002 - Present
Contra Costa County October 2013 - January 2014
The Stride Center 2013 - 2013
Fireman's Fund Insurance Company April 2007 - December 2009
CGI February 1998 - April 2005
Charles Schwab September 1997 - February 1998
Healdsburg Boys & Girls Club June 1996 - June 1997
Skills
Technical Help Desk..., Graphic Design, Web Design, Problem Analysis, Customer Service, Phone Skills, Communication Skills, Work Independently as..., Facility to learn new..., Strong Computer Skills, Help Desk Support, Management, Telephone Skills, System Administration, Access, Databases, Windows, Troubleshooting, Microsoft Word, Technical Support, XP, Windows 7, Computer Hardware, Software Installation, Training, Operating Systems, Analysis, Visio, Software Documentation, Time Management, IT Management, Networking, Microsoft Excel, Lotus Notes, Network Administration, SharePoint, Outlook, Disaster Recovery, Active Directory, Information Technology, Call Centers, Vendor Management, Integration, Windows Server, Windows XP, ITIL, Team Leadership, SDLC, Process Improvement, A+ Certified
Education
The Stride Center
CompTIA A+, Network+, Security+ certification, Computer Science, 4.0
Metrix Learning, Online Training
Microsoft Applications, 4.0
Mt. Diablo Adult Education
Business Computer Applications, 4.0
Empire College School of Business 1996 — 1997
Computer Support Specialist, Computer and Information Sciences and Support Services, 4.0
Santa Rosa Junior College
Computer Science, 3.8
Montgomery High School
Contra Costa County March 2014 - Present
Black Diamond Designs January 2002 - Present
Contra Costa County October 2013 - January 2014
The Stride Center 2013 - 2013
Fireman's Fund Insurance Company April 2007 - December 2009
CGI February 1998 - April 2005
Charles Schwab September 1997 - February 1998
Healdsburg Boys & Girls Club June 1996 - June 1997
Skills
Technical Help Desk..., Graphic Design, Web Design, Problem Analysis, Customer Service, Phone Skills, Communication Skills, Work Independently as..., Facility to learn new..., Strong Computer Skills, Help Desk Support, Management, Telephone Skills, System Administration, Access, Databases, Windows, Troubleshooting, Microsoft Word, Technical Support, XP, Windows 7, Computer Hardware, Software Installation, Training, Operating Systems, Analysis, Visio, Software Documentation, Time Management, IT Management, Networking, Microsoft Excel, Lotus Notes, Network Administration, SharePoint, Outlook, Disaster Recovery, Active Directory, Information Technology, Call Centers, Vendor Management, Integration, Windows Server, Windows XP, ITIL, Team Leadership, SDLC, Process Improvement, A+ Certified
Education
The Stride Center
CompTIA A+, Network+, Security+ certification, Computer Science, 4.0
Metrix Learning, Online Training
Microsoft Applications, 4.0
Mt. Diablo Adult Education
Business Computer Applications, 4.0
Empire College School of Business 1996 — 1997
Computer Support Specialist, Computer and Information Sciences and Support Services, 4.0
Santa Rosa Junior College
Computer Science, 3.8
Montgomery High School
Meredith Cohen Meredith Cohen's Charles Schwab Experience 2002 - 2003
Job VP Investor Relations at a Hedge Fund
Industry Real Estate
Experience
Hedge fund February 2014 - Present
Higgins Group November 2012 - Present
Charles Schwab 2002 - 2003
Schoenfeld Securities 2000 - 2002
Cantor Fitzgerald 1998 - 2000
J. Goldman & Co. 1996 - 1998
Merrill Lynch 1993 - 1996
Skills
Equities, Finance, Sellers, First Time Home Buyers, Condos, Buyer Representation, Short Sales, New Home Sales, Listings, Single Family Homes, Relocation, Real Estate, Investment Properties, Real Estate Transactions, Foreclosures
Education
Emory University 1990 — 1993
Bachelor of Science (BS), Political Science and Government
Hedge fund February 2014 - Present
Higgins Group November 2012 - Present
Charles Schwab 2002 - 2003
Schoenfeld Securities 2000 - 2002
Cantor Fitzgerald 1998 - 2000
J. Goldman & Co. 1996 - 1998
Merrill Lynch 1993 - 1996
Skills
Equities, Finance, Sellers, First Time Home Buyers, Condos, Buyer Representation, Short Sales, New Home Sales, Listings, Single Family Homes, Relocation, Real Estate, Investment Properties, Real Estate Transactions, Foreclosures
Education
Emory University 1990 — 1993
Bachelor of Science (BS), Political Science and Government
Toni DeCristofaro, MBA, PMP, CSM's Charles Schwab Experience April 2010 - October 2010
Job Portfolio/Program Manager Inventory Supply Chain at Dell
Industry Marketing and Advertising
Experience
Dell July 2012 - Present
Bazaarvoice October 2010 - July 2012
Charles Schwab April 2010 - October 2010
Y&R Brands February 2009 - April 2010
Dell November 2006 - February 2009
BMC Software November 2005 - November 2006
Skills
Cross-functional Team..., Budget Management, Online Marketing, Salesforce.com, Online Advertising, Budgets, Web Analytics, Integrated Marketing, Digital Marketing, Account Management, Marketing Strategy, SEO, Digital Strategy, SEM, Program Management, Lead Generation, Interactive Marketing, Mobile Marketing, User Experience, Marketing Communications, Start-ups, E-commerce, Communication Skills, Portfolio Management, Social Media, Strategy, SaaS, Management, Marketing, Leadership, Business Intelligence, Project Management
Education
University of South Carolina 2003 — 2005
MBA, Marketing
Illinois State University 1998 — 2001
BA, Public Relations/Spanish
ESADE Business & Law School
Business Spanish
Universidad Nacional Autónoma de México
Spanish Language Training
Dell July 2012 - Present
Bazaarvoice October 2010 - July 2012
Charles Schwab April 2010 - October 2010
Y&R Brands February 2009 - April 2010
Dell November 2006 - February 2009
BMC Software November 2005 - November 2006
Skills
Cross-functional Team..., Budget Management, Online Marketing, Salesforce.com, Online Advertising, Budgets, Web Analytics, Integrated Marketing, Digital Marketing, Account Management, Marketing Strategy, SEO, Digital Strategy, SEM, Program Management, Lead Generation, Interactive Marketing, Mobile Marketing, User Experience, Marketing Communications, Start-ups, E-commerce, Communication Skills, Portfolio Management, Social Media, Strategy, SaaS, Management, Marketing, Leadership, Business Intelligence, Project Management
Education
University of South Carolina 2003 — 2005
MBA, Marketing
Illinois State University 1998 — 2001
BA, Public Relations/Spanish
ESADE Business & Law School
Business Spanish
Universidad Nacional Autónoma de México
Spanish Language Training
Matthew Klepeis Matthew Klepeis's Charles Schwab Experience January 2013 - Present
Job Senior Staff Software Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Thrive Networks February 2009 - December 2012
Thrive Networks September 2006 - February 2009
Thrive Networks March 2004 - August 2006
Northampton Community College August 1998 - August 2000
Skills
ASP.NET Web API, SharePoint, Web Services, C#, SQL, Integration, ASP.NET, .NET, Windows Server, Databases, Microsoft Exchange, Software Development, IIS, General Awesomeness, SQL Server, webMethods, HTML, SP2010, VMware, Networking, SSRS, Visual Studio, ADO.NET, LINQ, WCF, HTML + CSS, ASP.NET MVC, Exchange, Business Intelligence, API, Fiddler, XML, JavaScript, CSS, T-SQL, TFS, Entity Framework, SQL Azure, MVC, NUnit, COM, Delphi, Crystal Reports, OOP, Scrum, Objective-C, iPhone Application..., Xcode, AngularJS, Moq
Education
Elizabethtown College 2000 — 2003
BS, Computer Engineering
Northampton Community College 1998 — 2000
N/A, Computer Science
Charles Schwab January 2013 - Present
Thrive Networks February 2009 - December 2012
Thrive Networks September 2006 - February 2009
Thrive Networks March 2004 - August 2006
Northampton Community College August 1998 - August 2000
Skills
ASP.NET Web API, SharePoint, Web Services, C#, SQL, Integration, ASP.NET, .NET, Windows Server, Databases, Microsoft Exchange, Software Development, IIS, General Awesomeness, SQL Server, webMethods, HTML, SP2010, VMware, Networking, SSRS, Visual Studio, ADO.NET, LINQ, WCF, HTML + CSS, ASP.NET MVC, Exchange, Business Intelligence, API, Fiddler, XML, JavaScript, CSS, T-SQL, TFS, Entity Framework, SQL Azure, MVC, NUnit, COM, Delphi, Crystal Reports, OOP, Scrum, Objective-C, iPhone Application..., Xcode, AngularJS, Moq
Education
Elizabethtown College 2000 — 2003
BS, Computer Engineering
Northampton Community College 1998 — 2000
N/A, Computer Science
Bhaskar Avisha Bhaskar Avisha's Charles Schwab Experience September 2012 - Present
Job SQL SERVER DBA at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2012 - Present
Skills
SQL Server, SQL, ETL, T-SQL, SSIS, vb.net, SSRS, SSAS, Microsoft SQL Server, VB.NET, Database Design, Business Intelligence, Oracle, Performance Tuning, Unix, Databases, Data Warehousing, Data Modeling, PL/SQL, Quality Assurance, SDLC, Database Administration, Visio
Education
Fairleigh Dickinson University 2007 — 2008
Masters, Computer Science
Vasavi College Of Engineering 2002 — 2006
Bachelors of Engineering, Computer Science
Charles Schwab September 2012 - Present
Skills
SQL Server, SQL, ETL, T-SQL, SSIS, vb.net, SSRS, SSAS, Microsoft SQL Server, VB.NET, Database Design, Business Intelligence, Oracle, Performance Tuning, Unix, Databases, Data Warehousing, Data Modeling, PL/SQL, Quality Assurance, SDLC, Database Administration, Visio
Education
Fairleigh Dickinson University 2007 — 2008
Masters, Computer Science
Vasavi College Of Engineering 2002 — 2006
Bachelors of Engineering, Computer Science
Jeremy Spack Jeremy Spack's Charles Schwab Experience January 2012 - May 2014
Job Business Development Research Analyst at PRO
Industry Management Consulting
Experience
Process Research & Optimization December 2014 - Present
Charles Schwab January 2012 - May 2014
Darkhorse Benefits January 2011 - January 2012
American Lung Association January 2010 - December 2010
United States Marine Corps September 2001 - June 2006
Skills
Public Speaking, Fundraising, Customer Service, Strategic Planning, Leadership, Budgets, Event Management, Event Planning, Nonprofits, Social Networking, Social Media, Training, Team Building, Marketing, Management
Education
University of Central Florida - College of Business Administration 2008 — 2011
Business, Management
Valencia College 2006 — 2008
Associate's degree, International Business
Endicott College 2000 — 2001
Sports Managment
Brewster Academy 1999 — 2000
High School Post Graduate
Kingswood Regional High School 1996 — 1999
Process Research & Optimization December 2014 - Present
Charles Schwab January 2012 - May 2014
Darkhorse Benefits January 2011 - January 2012
American Lung Association January 2010 - December 2010
United States Marine Corps September 2001 - June 2006
Skills
Public Speaking, Fundraising, Customer Service, Strategic Planning, Leadership, Budgets, Event Management, Event Planning, Nonprofits, Social Networking, Social Media, Training, Team Building, Marketing, Management
Education
University of Central Florida - College of Business Administration 2008 — 2011
Business, Management
Valencia College 2006 — 2008
Associate's degree, International Business
Endicott College 2000 — 2001
Sports Managment
Brewster Academy 1999 — 2000
High School Post Graduate
Kingswood Regional High School 1996 — 1999
Evan Cunningham's Charles Schwab Experience May 2013 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Quicken Loans June 2012 - December 2012
Elmhurst College September 2010 - May 2012
Southfield Area Chamber of Commerce June 2011 - August 2011
Niebuhr Center, Elmhurst College September 2009 - December 2009
Buckles & Buckles PLC May 2008 - August 2009
Etkin Equities June 2007 - July 2007
Skills
Event Planning, Microsoft Word, Social Media, PowerPoint, Time Management, Public Speaking, Leadership, Budgets, Organization, Outlook, Microsoft Excel, Marketing, Facebook, Community Outreach, Social Networking, Microsoft Office, Research, Management
Education
Elmhurst College 2008 — 2012
B.S., Business Administration, Minor in Economics
Southfield High School
Charles Schwab May 2013 - Present
Quicken Loans June 2012 - December 2012
Elmhurst College September 2010 - May 2012
Southfield Area Chamber of Commerce June 2011 - August 2011
Niebuhr Center, Elmhurst College September 2009 - December 2009
Buckles & Buckles PLC May 2008 - August 2009
Etkin Equities June 2007 - July 2007
Skills
Event Planning, Microsoft Word, Social Media, PowerPoint, Time Management, Public Speaking, Leadership, Budgets, Organization, Outlook, Microsoft Excel, Marketing, Facebook, Community Outreach, Social Networking, Microsoft Office, Research, Management
Education
Elmhurst College 2008 — 2012
B.S., Business Administration, Minor in Economics
Southfield High School
Ken Highet's Charles Schwab Experience July 1989 - August 2004
Job Sales Manager @ Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
E*TRADE Financial March 2006 - July 2015
Charles Schwab July 1989 - August 2004
Education
Ferris State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors July 2015 - Present
E*TRADE Financial March 2006 - July 2015
Charles Schwab July 1989 - August 2004
Education
Ferris State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Kenneth Krantzler Kenneth Krantzler's Charles Schwab Experience June 2010 - October 2013
Job Billing and Support Specialist at Trulia
Industry Real Estate
Experience
Trulia November 2014 - Present
Trulia November 2013 - October 2014
Charles Schwab June 2010 - October 2013
First International June 2009 - May 2010
Omni Hotel June 2007 - August 2007
Klann Hockey June 2006 - August 2006
Temple University May 2005 - August 2005
Temple University May 2005 - August 2005
United Synagogue Youth June 2004 - August 2004
Camp Saginaw June 2003 - August 2003
Skills
Leadership, Customer Service, Marketing, PowerPoint, Event Planning
Education
Endicott College 2008 — 2009
M.B.A., Business
Temple University 2003 — 2007
The Hill 1999 — 2003
Endicott College
Temple University
B.S, Tourism and Hospitality Management; Sport and Recreation Management
Trulia November 2014 - Present
Trulia November 2013 - October 2014
Charles Schwab June 2010 - October 2013
First International June 2009 - May 2010
Omni Hotel June 2007 - August 2007
Klann Hockey June 2006 - August 2006
Temple University May 2005 - August 2005
Temple University May 2005 - August 2005
United Synagogue Youth June 2004 - August 2004
Camp Saginaw June 2003 - August 2003
Skills
Leadership, Customer Service, Marketing, PowerPoint, Event Planning
Education
Endicott College 2008 — 2009
M.B.A., Business
Temple University 2003 — 2007
The Hill 1999 — 2003
Endicott College
Temple University
B.S, Tourism and Hospitality Management; Sport and Recreation Management
Nate Alford's Charles Schwab Experience September 2015 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Stryker March 2015 - September 2015
Vanguard July 2014 - March 2015
Ten Capital Investment Advisors July 2013 - June 2014
Washington Outpatient Rehabilitation January 2011 - June 2014
Skills
Series 7, Series 63, Teamwork, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, English
Education
Eastern Washington University 2013 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.8
Spokane Falls Community College 2012 — 2013
Associate of Arts (AA), 3.6
Gonzaga Preparatory School 2008 — 2011
High School, 3.8
Charles Schwab September 2015 - Present
Stryker March 2015 - September 2015
Vanguard July 2014 - March 2015
Ten Capital Investment Advisors July 2013 - June 2014
Washington Outpatient Rehabilitation January 2011 - June 2014
Skills
Series 7, Series 63, Teamwork, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, English
Education
Eastern Washington University 2013 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.8
Spokane Falls Community College 2012 — 2013
Associate of Arts (AA), 3.6
Gonzaga Preparatory School 2008 — 2011
High School, 3.8
Terrence Claggett's Charles Schwab Experience July 2014 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Best Buy October 2009 - June 2014
Walmart June 2005 - March 2008
Skills
Retail Sales, Retail, Merchandising, Visual Merchandising, Loss Prevention, Inventory Management, Sales, Customer Satisfaction, Customer Service, Inventory Control, Planograms, Time Management, Microsoft Office, Customer Experience, Leadership, Store Operations, Profit, Big Box, Team Building, Employee Training, Driving Results, Team Leadership, Multi-Unit Management, P, Associate Development, Outlook, New Store Openings, Phone Etiquette, Public Speaking, Teamwork, Consumer Electronics, Cash Register, Business Planning, Data Entry, Telephone Skills, Microsoft Excel, Selling, PowerPoint, Cashiering, Microsoft Word, Facebook, Social Networking
Education
Everest University-South Orlando 2013 — 2015
Bachelor of Business, Business Administration and Management, General, 3.80
Everest University-South Orlando 2011 — 2013
Associate's degree, Business Administration and Management, General, 3.75
LIFT Academy 1999 — 2000
General Studies, High School
Carver High 1996 — 1999
General Studies, High School
Charles Schwab July 2014 - Present
Best Buy October 2009 - June 2014
Walmart June 2005 - March 2008
Skills
Retail Sales, Retail, Merchandising, Visual Merchandising, Loss Prevention, Inventory Management, Sales, Customer Satisfaction, Customer Service, Inventory Control, Planograms, Time Management, Microsoft Office, Customer Experience, Leadership, Store Operations, Profit, Big Box, Team Building, Employee Training, Driving Results, Team Leadership, Multi-Unit Management, P, Associate Development, Outlook, New Store Openings, Phone Etiquette, Public Speaking, Teamwork, Consumer Electronics, Cash Register, Business Planning, Data Entry, Telephone Skills, Microsoft Excel, Selling, PowerPoint, Cashiering, Microsoft Word, Facebook, Social Networking
Education
Everest University-South Orlando 2013 — 2015
Bachelor of Business, Business Administration and Management, General, 3.80
Everest University-South Orlando 2011 — 2013
Associate's degree, Business Administration and Management, General, 3.75
LIFT Academy 1999 — 2000
General Studies, High School
Carver High 1996 — 1999
General Studies, High School
Elise Stabnick Elise Stabnick's Charles Schwab Experience January 2013 - Present
Job .
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
MSD Stamping March 2010 - December 2012
MSD Stamping March 2011 - September 2011
Kaplan January 2011 - April 2011
Skills
Microsoft Office, Customer Service, Public Speaking, Team Building, Process Improvement, Event Planning, Account Management, Budgets, Customer Satisfaction, Negotiation, Strategic Planning, Teamwork, Training
Education
Eastern Michigan University 2002 — 2006
Bachelor's Degree, Elementary Education, Language Arts major, Magna Cum Laude (3.79)
Charles Schwab January 2013 - Present
MSD Stamping March 2010 - December 2012
MSD Stamping March 2011 - September 2011
Kaplan January 2011 - April 2011
Skills
Microsoft Office, Customer Service, Public Speaking, Team Building, Process Improvement, Event Planning, Account Management, Budgets, Customer Satisfaction, Negotiation, Strategic Planning, Teamwork, Training
Education
Eastern Michigan University 2002 — 2006
Bachelor's Degree, Elementary Education, Language Arts major, Magna Cum Laude (3.79)
David Hogan, CFA David Hogan, CFA's Charles Schwab Experience 2008 - July 2015
Job Senior Vice President at Mondrian Investment Partners (U.S.) Inc.
Industry Financial Services
Experience
Mondrian Investment Partners (U.S.) Inc. August 2015 - Present
Charles Schwab 2008 - July 2015
Transamerica 2004 - 2008
Bradford & Marzec 1998 - 2004
Skills
Mutual Funds, Investments, Equities, Asset Management, Asset Allocation, Series 7, Series 63, Emerging Markets, Series 24, Global Fixed Income
Education
Fairfield University 1983 — 1987
Bachelor of Arts (BA), Economics
Mondrian Investment Partners (U.S.) Inc. August 2015 - Present
Charles Schwab 2008 - July 2015
Transamerica 2004 - 2008
Bradford & Marzec 1998 - 2004
Skills
Mutual Funds, Investments, Equities, Asset Management, Asset Allocation, Series 7, Series 63, Emerging Markets, Series 24, Global Fixed Income
Education
Fairfield University 1983 — 1987
Bachelor of Arts (BA), Economics
Joseph Finn Joseph Finn's Charles Schwab Experience 2008 - 2010
Job RIA and Retirement Wholesaler Seeking New Sales Opportunity
Industry Financial Services
Experience
Kraematon Investment Advisors November 2014 - Present
F-Squared Investments 2012 - December 2014
LPL Financial June 2010 - 2012
Charles Schwab 2008 - 2010
Fidelity Investments Institutional Brokerage 2001 - 2008
Fidelity Investments 1999 - 2001
Fidelity Investments 1995 - 2001
Skills
Retirement, Series 7, Strategic Planning, Mutual Funds, Series 63, Wealth Management, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Retirement Planning, 401k, Investments, Asset Managment, Financial Services, Business Development, Relationship Management, Investment Strategies, Financial Advisory, ETFs, Separately Managed..., Investment Management, Asset Management, Portfolio Management, Equities, Financial Planning, Management, Sales
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Marketing
Fitchburg State University
Bachelor of Science (B.S.) Management, Business Management/Economics
Kraematon Investment Advisors November 2014 - Present
F-Squared Investments 2012 - December 2014
LPL Financial June 2010 - 2012
Charles Schwab 2008 - 2010
Fidelity Investments Institutional Brokerage 2001 - 2008
Fidelity Investments 1999 - 2001
Fidelity Investments 1995 - 2001
Skills
Retirement, Series 7, Strategic Planning, Mutual Funds, Series 63, Wealth Management, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Retirement Planning, 401k, Investments, Asset Managment, Financial Services, Business Development, Relationship Management, Investment Strategies, Financial Advisory, ETFs, Separately Managed..., Investment Management, Asset Management, Portfolio Management, Equities, Financial Planning, Management, Sales
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Marketing
Fitchburg State University
Bachelor of Science (B.S.) Management, Business Management/Economics
Jim Dalessio Jim Dalessio's Charles Schwab Experience April 2008 - September 2011
Job Help Desk at Association Technology Solutions (ATS)
Industry Financial Services
Experience
Association Technology Solutions (ATS) September 2011 - Present
Charles Schwab April 2008 - September 2011
CFP Board October 2005 - December 2007
Merrill Lynch August 1992 - December 2001
Education
Farmingdale State College 1990 — 1991
Associates, Liberal Arts, Math and Science
Association Technology Solutions (ATS) September 2011 - Present
Charles Schwab April 2008 - September 2011
CFP Board October 2005 - December 2007
Merrill Lynch August 1992 - December 2001
Education
Farmingdale State College 1990 — 1991
Associates, Liberal Arts, Math and Science
Laureen Berglund Laureen Berglund's Charles Schwab Experience 1989 - 1991
Job Government Administrative Professional
Industry Government Administration
Experience
Town of North Kingstown School Department January 2011 - Present
Town of North Kingstown 2007 - 2011
MetLife 2005 - 2006
Charter Oak State College 2001 - 2002
Charles Schwab 1989 - 1991
Fidelity Investments April 1986 - July 1987
Skills
Written & Verbal..., Administrative Work, Computer Proficiency, Outstanding..., Municipal Services, Managing Meetings, Records Management, Education, Customer Oriented, Writing, Editing
Education
Fairfield University 1979 — 1983
Bachelor's degree, Economics
BMC Durfee High
Town of North Kingstown School Department January 2011 - Present
Town of North Kingstown 2007 - 2011
MetLife 2005 - 2006
Charter Oak State College 2001 - 2002
Charles Schwab 1989 - 1991
Fidelity Investments April 1986 - July 1987
Skills
Written & Verbal..., Administrative Work, Computer Proficiency, Outstanding..., Municipal Services, Managing Meetings, Records Management, Education, Customer Oriented, Writing, Editing
Education
Fairfield University 1979 — 1983
Bachelor's degree, Economics
BMC Durfee High
Peter Foust Peter Foust's Charles Schwab Experience July 2014 - Present
Job Product Management
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab May 2011 - July 2014
Charles Schwab & Co., Inc March 2006 - September 2009
Lawrence Johnson & Associates November 2003 - March 2006
Lawrence Johnson & Associates October 2001 - November 2003
Education
San Francisco State University 2008 — 2010
M.B.A, Focus Area; Decision Science
Emory University - Goizueta Business School 1996 — 2000
B.B.A, Business Administration and Management, General
Charles Schwab July 2014 - Present
Charles Schwab May 2011 - July 2014
Charles Schwab & Co., Inc March 2006 - September 2009
Lawrence Johnson & Associates November 2003 - March 2006
Lawrence Johnson & Associates October 2001 - November 2003
Education
San Francisco State University 2008 — 2010
M.B.A, Focus Area; Decision Science
Emory University - Goizueta Business School 1996 — 2000
B.B.A, Business Administration and Management, General
Russell Towle Russell Towle's Charles Schwab Experience August 2012 - Present
Job VP, Branch Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2012 - Present
SunTrust Investment Services January 2007 - April 2012
Fifth Third Securities November 2006 - December 2007
Charles Schwab 2003 - 2004
Skills
Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Series 65, Wealth Management, Asset Allocation, Team Leadership, Investment Strategies, Investments, FINRA, Uniform Combined State..., Investment Sales, Financial Services, Banking, Retirement Planning, Asset Management, Securities, Retirement, Private Banking, Relationship Management, Portfolio Management, Financial Advisory, Strategic Financial..., Alternative Investments, Wealth Management..., 401k, Bonds, Fixed Annuities, Investment Management
Education
Ferris State University
BS Applied Biology
Western Michigan University
MBA
Charles Schwab August 2012 - Present
SunTrust Investment Services January 2007 - April 2012
Fifth Third Securities November 2006 - December 2007
Charles Schwab 2003 - 2004
Skills
Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Series 65, Wealth Management, Asset Allocation, Team Leadership, Investment Strategies, Investments, FINRA, Uniform Combined State..., Investment Sales, Financial Services, Banking, Retirement Planning, Asset Management, Securities, Retirement, Private Banking, Relationship Management, Portfolio Management, Financial Advisory, Strategic Financial..., Alternative Investments, Wealth Management..., 401k, Bonds, Fixed Annuities, Investment Management
Education
Ferris State University
BS Applied Biology
Western Michigan University
MBA
Jeremy Glenn's Charles Schwab Experience November 2014 - December 2014
Job Financial services marketing professional
Industry Financial Services
Experience
Charles Schwab November 2014 - December 2014
Windhaven Investment Management February 2014 - November 2014
Windhaven Investment Management February 2012 - February 2014
Windhaven Investment Management November 2010 - February 2012
Windward Investment Management January 2010 - November 2010
Skills
Series 65
Education
Emerson College 2004 — 2008
BS, Marketing Communication
Charles Schwab November 2014 - December 2014
Windhaven Investment Management February 2014 - November 2014
Windhaven Investment Management February 2012 - February 2014
Windhaven Investment Management November 2010 - February 2012
Windward Investment Management January 2010 - November 2010
Skills
Series 65
Education
Emerson College 2004 — 2008
BS, Marketing Communication
Larisa Crewalk's Charles Schwab Experience February 2008 - January 2009
Job Program Manager at Duke Corporate Education
Industry Education Management
Experience
Duke Corporate Education August 2010 - Present
Charles Schwab February 2008 - January 2009
The RTC Group February 2005 - October 2007
Davidson Hotel Company November 2004 - February 2005
Skills
Event Management, Project Management, Management, Program Management, Project Planning, Event Planning, Leadership Development, Organizational..., Nonprofits, Strategic Planning, Marketing, Social Media, Leadership, Coaching, Public Relations, Marketing Strategy, Team Building, Change Management, Training
Education
Elizabethtown College
BS, Education
Duke Corporate Education August 2010 - Present
Charles Schwab February 2008 - January 2009
The RTC Group February 2005 - October 2007
Davidson Hotel Company November 2004 - February 2005
Skills
Event Management, Project Management, Management, Program Management, Project Planning, Event Planning, Leadership Development, Organizational..., Nonprofits, Strategic Planning, Marketing, Social Media, Leadership, Coaching, Public Relations, Marketing Strategy, Team Building, Change Management, Training
Education
Elizabethtown College
BS, Education
Robert Clappi's Charles Schwab Experience April 2015 - Present
Job Fixed Income Trader at Charles Schwab
Industry Banking
Experience
Charles Schwab April 2015 - Present
Citi August 2004 - April 2015
Salomon Smith Barney April 1999 - July 2004
Salomon Brothers October 1996 - March 1999
Gruntal & Company February 1996 - August 1996
Paloma Partners August 1994 - January 1996
Skills
Bank Funding, Fixed Income Trading, Inventory Management, Series 7, Series 63, Series 3, FINRA, Fixed Income, Capital Markets, Banking, Certificates of Deposit, Pricing, Dealer Relationships
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
Fairfield University 1990 — 1994
BS, Finance
Charles Schwab April 2015 - Present
Citi August 2004 - April 2015
Salomon Smith Barney April 1999 - July 2004
Salomon Brothers October 1996 - March 1999
Gruntal & Company February 1996 - August 1996
Paloma Partners August 1994 - January 1996
Skills
Bank Funding, Fixed Income Trading, Inventory Management, Series 7, Series 63, Series 3, FINRA, Fixed Income, Capital Markets, Banking, Certificates of Deposit, Pricing, Dealer Relationships
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
Fairfield University 1990 — 1994
BS, Finance
Kathy Baum Kathy Baum's Charles Schwab Experience 1996 - 1998
Job Management Advisor: New Business Initatives, Strategy, Operational Risk, Controls and M&A Support
Industry Financial Services
Experience
KB Consulting for Financial Services Industry, LLC March 2013 - Present
SFEO Homes INC March 2005 - Present
E*TRADE Financial July 2011 - February 2013
Silver Management Group, Inc January 2006 - July 2011
Fidelity Information Systems 2000 - 2006
Spectra Securities Software 2000 - 2004
Instinet Corporation 1999 - 1999
Morgan Stanley 1998 - 1998
Charles Schwab 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Relationship Management, Program Management, Vendor Management, Consensus Building, Financial Services, Tax Reporting, Broker-Dealer, Project Management, Cost Basis Reporting, Restricted Stock, Back Office, Strategic Planning, Risk Management, Operations Management, Self Clearing, Fixed Income, Settlement, Securities, SDLC, Creative Problem Solving, Business Analysis, Internal Controls, M&A support, Equities, Options, Management Consulting, Data Conversion, System Implementations, Financial System..., Banking, Correspondent Clearing, Introducing Broker /..., Mergers & Acquisitions, Analysis, Trading, Mutual Funds, Product Management, Asset Management, Governance, Capital Markets, Portfolio Management, Investments, Series 7, Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Securities Industry Institute
University of Washington - Pacific Coast Banking School 1992 — 1995
Pacific Coast Banking School Program
Fairfield University 1981 — 1985
Bachelor of Science, Finance
KB Consulting for Financial Services Industry, LLC March 2013 - Present
SFEO Homes INC March 2005 - Present
E*TRADE Financial July 2011 - February 2013
Silver Management Group, Inc January 2006 - July 2011
Fidelity Information Systems 2000 - 2006
Spectra Securities Software 2000 - 2004
Instinet Corporation 1999 - 1999
Morgan Stanley 1998 - 1998
Charles Schwab 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Relationship Management, Program Management, Vendor Management, Consensus Building, Financial Services, Tax Reporting, Broker-Dealer, Project Management, Cost Basis Reporting, Restricted Stock, Back Office, Strategic Planning, Risk Management, Operations Management, Self Clearing, Fixed Income, Settlement, Securities, SDLC, Creative Problem Solving, Business Analysis, Internal Controls, M&A support, Equities, Options, Management Consulting, Data Conversion, System Implementations, Financial System..., Banking, Correspondent Clearing, Introducing Broker /..., Mergers & Acquisitions, Analysis, Trading, Mutual Funds, Product Management, Asset Management, Governance, Capital Markets, Portfolio Management, Investments, Series 7, Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Securities Industry Institute
University of Washington - Pacific Coast Banking School 1992 — 1995
Pacific Coast Banking School Program
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Samantha Rojas Samantha Rojas's Charles Schwab Experience November 2012 - September 2013
Job CSA at Vista
Industry Financial Services
Experience
Vista Wealth Management, LLC June 2015 - Present
Wells Fargo October 2014 - June 2015
Lungomare May 2014 - December 2014
University of Phoenix February 2014 - April 2014
Charles Schwab November 2012 - September 2013
Skills
Customer Service, Banking, Call Centers, Spa, Barista Training, Financial Services, Customer Experience, Teamwork, Marketing, Marketing Strategy, Microsoft Word, Team Building, Time Management, Social Media, Social Media Marketing
Education
Estrella Mountain Community College
Vista Wealth Management, LLC June 2015 - Present
Wells Fargo October 2014 - June 2015
Lungomare May 2014 - December 2014
University of Phoenix February 2014 - April 2014
Charles Schwab November 2012 - September 2013
Skills
Customer Service, Banking, Call Centers, Spa, Barista Training, Financial Services, Customer Experience, Teamwork, Marketing, Marketing Strategy, Microsoft Word, Team Building, Time Management, Social Media, Social Media Marketing
Education
Estrella Mountain Community College
Peter Huerta's Charles Schwab Experience February 2015 - May 2015
Job Realtor at Legacy Real Estate Services
Industry Real Estate
Experience
Legacy Real Estate August 2015 - Present
Charles Schwab February 2015 - May 2015
The Tatitlek Corporation April 2013 - January 2015
The Tatitlek Corporation June 2012 - April 2013
Cubic February 2008 - June 2012
United States Department of Defense April 2005 - February 2008
US Army July 1996 - November 2001
Skills
Leadership
Education
The University of Texas at El Paso 2008 — 2009
In Progress, Master of Education
Park University 2004 — 2005
Bachelor of Science in Management/Human Resources, Bachelor of Science in Management/Human Resources
El Paso Community College 2002 — 2003
Associate in Business Management
Legacy Real Estate August 2015 - Present
Charles Schwab February 2015 - May 2015
The Tatitlek Corporation April 2013 - January 2015
The Tatitlek Corporation June 2012 - April 2013
Cubic February 2008 - June 2012
United States Department of Defense April 2005 - February 2008
US Army July 1996 - November 2001
Skills
Leadership
Education
The University of Texas at El Paso 2008 — 2009
In Progress, Master of Education
Park University 2004 — 2005
Bachelor of Science in Management/Human Resources, Bachelor of Science in Management/Human Resources
El Paso Community College 2002 — 2003
Associate in Business Management
Terry Devine Terry Devine's Charles Schwab Experience October 1999 - March 2006
Job Customer Service Associate at Lowe's Companies, Inc.
Industry Hospital & Health Care
Experience
Lowe's Companies, Inc. May 2009 - Present
UT Southwestern Medical Center 2009 - 2012
Charles Schwab October 1999 - March 2006
Bank of America August 1997 - September 1999
Skills
Certified Financial..., Chartered Life..., Chartered Financial..., Registered Diagnostic...
Education
The University of Dallas 1995 — 1997
MBA, Corporate Finance, 3.8
Colorado State University 1977 — 1979
BSBA, Business, Management, Marketing, and Related Support Services, 3.3
El Centro College 2008 — 2009
Associate of Science (A.S.), Allied Health Imaging -Echocardiology, 3.8
North Lake College 1997 — 1998
Associate of Science (A.S.), Mortgage Banking, 3.8
Lowe's Companies, Inc. May 2009 - Present
UT Southwestern Medical Center 2009 - 2012
Charles Schwab October 1999 - March 2006
Bank of America August 1997 - September 1999
Skills
Certified Financial..., Chartered Life..., Chartered Financial..., Registered Diagnostic...
Education
The University of Dallas 1995 — 1997
MBA, Corporate Finance, 3.8
Colorado State University 1977 — 1979
BSBA, Business, Management, Marketing, and Related Support Services, 3.3
El Centro College 2008 — 2009
Associate of Science (A.S.), Allied Health Imaging -Echocardiology, 3.8
North Lake College 1997 — 1998
Associate of Science (A.S.), Mortgage Banking, 3.8
Dominic Cellitti's Charles Schwab Experience March 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab January 2015 - March 2015
Charles Schwab October 2013 - January 2015
United States Marine Corps January 2011 - July 2013
Neff Rental August 2010 - January 2011
United States Marine Corps Reserve October 2009 - January 2011
InsideNGO April 2008 - May 2009
J Crew Inc October 2006 - May 2008
Education
Fairfield University 2005 — 2009
Bachelor of Science, Marketing
St. Thomas Academy 1999 — 2005
High School
St. Thomas Academy 1999 — 2005
High School
Charles Schwab March 2015 - Present
Charles Schwab January 2015 - March 2015
Charles Schwab October 2013 - January 2015
United States Marine Corps January 2011 - July 2013
Neff Rental August 2010 - January 2011
United States Marine Corps Reserve October 2009 - January 2011
InsideNGO April 2008 - May 2009
J Crew Inc October 2006 - May 2008
Education
Fairfield University 2005 — 2009
Bachelor of Science, Marketing
St. Thomas Academy 1999 — 2005
High School
St. Thomas Academy 1999 — 2005
High School
John Rohl AAMS, CMFC, RP, CRPC John Rohl AAMS, CMFC, RP, CRPC's Charles Schwab Experience 1997 - 2009
Job Managing Member (Owner) at Castle Rock Financial Advisors, LLC
Industry Investment Management
Experience
Castle Rock Financial Advisors, LLC 2009 - Present
For Rent By Owner and forrentbyowner.com 1998 - 2014
Charles Schwab 1997 - 2009
Skills
Entrepreneurship, Mutual Funds, Finance, Small Business, Asset Management, Portfolio Management, Series 7, Business Planning, Strategic Planning, Leadership, Management Consulting, New Business Development, Marketing, Business Strategy, Coaching, Strategy, Due Diligence, Management, Start-ups, Mortgage Lending, Risk Management, Strategic Financial..., Financial Education, Counseling, Education, Financial Literacy, Registered Investment..., Financial Literacy..., Medical Devices, Sports Coaching
Education
Fairleigh Dickinson University 1975 — 1979
BS, Medical Technology
Fort Lewis College
Bachelor of Science (BS), Chemistry
Castle Rock Financial Advisors, LLC 2009 - Present
For Rent By Owner and forrentbyowner.com 1998 - 2014
Charles Schwab 1997 - 2009
Skills
Entrepreneurship, Mutual Funds, Finance, Small Business, Asset Management, Portfolio Management, Series 7, Business Planning, Strategic Planning, Leadership, Management Consulting, New Business Development, Marketing, Business Strategy, Coaching, Strategy, Due Diligence, Management, Start-ups, Mortgage Lending, Risk Management, Strategic Financial..., Financial Education, Counseling, Education, Financial Literacy, Registered Investment..., Financial Literacy..., Medical Devices, Sports Coaching
Education
Fairleigh Dickinson University 1975 — 1979
BS, Medical Technology
Fort Lewis College
Bachelor of Science (BS), Chemistry
Luciana Barbosa Wildt's Charles Schwab Experience December 2007 - March 2008
Job Print Production Artist/Graphic Designer, Social Media ConsultantKlout 63, Entertainment Blogger, Entrepreneur,Cat Mom
Industry Graphic Design
Experience
Girls In Tech San Francisco October 2014 - Present
Music, Fun & Food April 2013 - Present
Financial Engines February 2011 - Present
Self Employed 2010 - Present
Wildt Design 2005 - Present
SolutionSet April 2008 - October 2010
Charles Schwab December 2007 - March 2008
BrasilBest Magazine 2004 - 2007
BZWEB Technologies 2006 - 2006
Southern Marin Mothers Club 2001 - 2002
Skills
Adobe Creative Suite, Mac, Graphic Design, InDesign, Brochures, Advertising, Layout, Direct Mail, Graphics, Illustrator, Adobe Acrobat, Photoshop, Catalogs, Newsletters, Social Media Marketing, Social Media, Typography, Logo Design, Corporate Identity, Desktop Publishing, SEO, Business Cards, Mac OS, Flyers, Posters, Photography, Facebook, Labels, Pre-press, Magazines, Creative Direction, Online Advertising, Production Art, Postcards, Invitations, Letterhead, Social Media Measurement, Social Media Strategist, Social Media Consulting, Corporate Social Media, Stationery, Community Management, Branding & Identity, Blogging, Art Direction, Online Community..., Stationary, Promotions, Twitter, Entrepreneurship
Education
Stanford University 2014 — 2014
Continuing Studies, Marketing
Stanford University 2013 — 2013
Continuing Studies, Marketing
Stanford University 2012 — 2012
Continuing Studies, Marketing
Stanford University 2011 — 2011
Continuing Studies, Marketing
University of California, Berkeley
Extension Course, Graphic Design Certificate
Escola Superior de Propaganda e Marketing 1991 — 1991
Extension Course, Advertising
Universidade Federal Fluminense 1990 — 1996
Social Communications / Comunicação Social, Publicidade & Propaganda (Advertising)
Girls In Tech San Francisco October 2014 - Present
Music, Fun & Food April 2013 - Present
Financial Engines February 2011 - Present
Self Employed 2010 - Present
Wildt Design 2005 - Present
SolutionSet April 2008 - October 2010
Charles Schwab December 2007 - March 2008
BrasilBest Magazine 2004 - 2007
BZWEB Technologies 2006 - 2006
Southern Marin Mothers Club 2001 - 2002
Skills
Adobe Creative Suite, Mac, Graphic Design, InDesign, Brochures, Advertising, Layout, Direct Mail, Graphics, Illustrator, Adobe Acrobat, Photoshop, Catalogs, Newsletters, Social Media Marketing, Social Media, Typography, Logo Design, Corporate Identity, Desktop Publishing, SEO, Business Cards, Mac OS, Flyers, Posters, Photography, Facebook, Labels, Pre-press, Magazines, Creative Direction, Online Advertising, Production Art, Postcards, Invitations, Letterhead, Social Media Measurement, Social Media Strategist, Social Media Consulting, Corporate Social Media, Stationery, Community Management, Branding & Identity, Blogging, Art Direction, Online Community..., Stationary, Promotions, Twitter, Entrepreneurship
Education
Stanford University 2014 — 2014
Continuing Studies, Marketing
Stanford University 2013 — 2013
Continuing Studies, Marketing
Stanford University 2012 — 2012
Continuing Studies, Marketing
Stanford University 2011 — 2011
Continuing Studies, Marketing
University of California, Berkeley
Extension Course, Graphic Design Certificate
Escola Superior de Propaganda e Marketing 1991 — 1991
Extension Course, Advertising
Universidade Federal Fluminense 1990 — 1996
Social Communications / Comunicação Social, Publicidade & Propaganda (Advertising)
Daniel Ragna's Charles Schwab Experience April 2009 - December 2010
Job
Industry Public Relations and Communications
Experience
ChannelAdvisor September 2015 - Present
ChannelAdvisor December 2010 - September 2015
Charles Schwab April 2009 - December 2010
Charles Schwab August 2008 - April 2009
NBC 17 WNCN-TV; Media General January 2008 - May 2008
Elon University July 2006 - July 2007
WNEG-TV News Channel 32; Media General June 2006 - July 2006
Universal Orlando 2004 - 2006
Skills
Social Media, Facebook, Event Planning, Microsoft Office, Social Media Marketing, Tumblr, Twitter, E-commerce, Account Management, Salesforce.com, Editing, Training, SaaS, Email Marketing, Online Marketing, Customer Service, Online Advertising, Social Networking, SEO, Team Leadership, Marketing, CRM, Client Relations
Education
Elon University 2003 — 2007
Bachelor of Arts (B.A.), Communications
ChannelAdvisor September 2015 - Present
ChannelAdvisor December 2010 - September 2015
Charles Schwab April 2009 - December 2010
Charles Schwab August 2008 - April 2009
NBC 17 WNCN-TV; Media General January 2008 - May 2008
Elon University July 2006 - July 2007
WNEG-TV News Channel 32; Media General June 2006 - July 2006
Universal Orlando 2004 - 2006
Skills
Social Media, Facebook, Event Planning, Microsoft Office, Social Media Marketing, Tumblr, Twitter, E-commerce, Account Management, Salesforce.com, Editing, Training, SaaS, Email Marketing, Online Marketing, Customer Service, Online Advertising, Social Networking, SEO, Team Leadership, Marketing, CRM, Client Relations
Education
Elon University 2003 — 2007
Bachelor of Arts (B.A.), Communications
Linda Pappas Schillig's Charles Schwab Experience August 2015 - Present
Job Client Support Specialist
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Q Analysts LLC March 2014 - February 2015
OTSI January 2012 - February 2014
Signature Consultants November 2009 - September 2011
CTG August 2004 - March 2009
Spherion August 2003 - August 2004
MSX International April 1998 - August 2002
Skills
New Business Development, Account Management, Business Development, Technical Recruiting, Sales Management, Talent Acquisition, Sales, SaaS, Project Management, Strategic Planning, Program Management, Process Improvement, Sourcing, Recruiting, Cloud Computing, Cold Calling, Team Leadership, Hunter, Strategic Sales, Key Account..., Consultative Sales..., ITIL, Leadership, IT Service Management, Professional Services, Strategy, Vendor Management, Information Technology, Staff Augmentation, CRM
Education
Endicott College
Salem State University
BA, Business Administration and Management, General
Charles Schwab August 2015 - Present
Q Analysts LLC March 2014 - February 2015
OTSI January 2012 - February 2014
Signature Consultants November 2009 - September 2011
CTG August 2004 - March 2009
Spherion August 2003 - August 2004
MSX International April 1998 - August 2002
Skills
New Business Development, Account Management, Business Development, Technical Recruiting, Sales Management, Talent Acquisition, Sales, SaaS, Project Management, Strategic Planning, Program Management, Process Improvement, Sourcing, Recruiting, Cloud Computing, Cold Calling, Team Leadership, Hunter, Strategic Sales, Key Account..., Consultative Sales..., ITIL, Leadership, IT Service Management, Professional Services, Strategy, Vendor Management, Information Technology, Staff Augmentation, CRM
Education
Endicott College
Salem State University
BA, Business Administration and Management, General
Kimo Vitousek's Charles Schwab Experience October 2008 - August 2010
Job Investment Representative
Industry Financial Services
Experience
Charles Schwab October 2008 - August 2010
Edward Jones September 2007 - April 2008
Skills
Investments, Long-term Care, Retirement Planning, Insurance, Finance
Education
Embry Riddle Aeronautical University-Worldwide
Bachelor of Science (BS), Business Administration and Management, General
Kapiolani Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of Hawaii - College of Business Administration
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Charles Schwab October 2008 - August 2010
Edward Jones September 2007 - April 2008
Skills
Investments, Long-term Care, Retirement Planning, Insurance, Finance
Education
Embry Riddle Aeronautical University-Worldwide
Bachelor of Science (BS), Business Administration and Management, General
Kapiolani Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of Hawaii - College of Business Administration
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Irene Grendel Irene Grendel's Charles Schwab Experience July 2012 - January 2014
Job at
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Sterling Investment Group / LPL Financial January 2014 - July 2015
Charles Schwab July 2012 - January 2014
Carrington College December 2010 - October 2011
American General Finance October 2007 - December 2010
Skills
Financial Services, Management, Customer Service, Sales, Leadership, Insurance, Banking, FINRA, Securities, Investments, Public Speaking, Social Networking
Education
Eastern Washington University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Advisors August 2015 - Present
Sterling Investment Group / LPL Financial January 2014 - July 2015
Charles Schwab July 2012 - January 2014
Carrington College December 2010 - October 2011
American General Finance October 2007 - December 2010
Skills
Financial Services, Management, Customer Service, Sales, Leadership, Insurance, Banking, FINRA, Securities, Investments, Public Speaking, Social Networking
Education
Eastern Washington University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Jeff Edwards Jeff Edwards's Charles Schwab Experience August 2010 - August 2012
Job Associate, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Charles Schwab August 2010 - August 2012
Pantheon Ventures June 2008 - July 2010
Wilson Sonsini Goodrich & Rosati January 2007 - July 2008
Acuity Ventures June 2006 - August 2006
Jacksonville Economic Development Commission June 2005 - July 2005
Skills
Mergers, Due Diligence, Valuation, Financial Modeling, Financial Analysis
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Accounting
Stanford University 2002 — 2007
B.A., Political Science; International Relations
Marist High School 1998 — 2002
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Charles Schwab August 2010 - August 2012
Pantheon Ventures June 2008 - July 2010
Wilson Sonsini Goodrich & Rosati January 2007 - July 2008
Acuity Ventures June 2006 - August 2006
Jacksonville Economic Development Commission June 2005 - July 2005
Skills
Mergers, Due Diligence, Valuation, Financial Modeling, Financial Analysis
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Accounting
Stanford University 2002 — 2007
B.A., Political Science; International Relations
Marist High School 1998 — 2002
Jeffrey Kagan Jeffrey Kagan's Charles Schwab Experience 1997 - 2000
Job Consumer Research
Industry Consumer Goods
Experience
Survata August 2015 - Present
Verified Volunteers January 2015 - August 2015
SERMO (formerly WorldOne) April 2011 - October 2014
Guidepoint Global June 2009 - April 2011
Gerson Lehrman Group 2007 - 2009
BNY ConvergEx Execution Solutions, LLC 2002 - 2007
Criterion Research Group 2000 - 2002
Charles Schwab 1997 - 2000
Instinet Corporation 1993 - 1997
Skills
Financial Services, Sales, Account Management, Sales Process, Hedge Funds, Venture Capital, Equities, Private Equity, Due Diligence, Portfolio Management, Investor Relations, Asset Managment, Mergers, Valuation, Securities, Business Development, Management, Start-ups, Alternative Investments, Investment Banking, Executive Management, Mergers & Acquisitions, Forecasting, Product Marketing, Strategic Partnerships, Corporate Development, Financial Markets, Investments, Trading, Emerging Markets, Strategy, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Consulting, Equity Research, Entrepreneurship, Market Research, Asset Management, Series 7
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Emory University 1985 — 1989
BBA, Finance
livingston high school 1982 — 1985
Survata August 2015 - Present
Verified Volunteers January 2015 - August 2015
SERMO (formerly WorldOne) April 2011 - October 2014
Guidepoint Global June 2009 - April 2011
Gerson Lehrman Group 2007 - 2009
BNY ConvergEx Execution Solutions, LLC 2002 - 2007
Criterion Research Group 2000 - 2002
Charles Schwab 1997 - 2000
Instinet Corporation 1993 - 1997
Skills
Financial Services, Sales, Account Management, Sales Process, Hedge Funds, Venture Capital, Equities, Private Equity, Due Diligence, Portfolio Management, Investor Relations, Asset Managment, Mergers, Valuation, Securities, Business Development, Management, Start-ups, Alternative Investments, Investment Banking, Executive Management, Mergers & Acquisitions, Forecasting, Product Marketing, Strategic Partnerships, Corporate Development, Financial Markets, Investments, Trading, Emerging Markets, Strategy, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Consulting, Equity Research, Entrepreneurship, Market Research, Asset Management, Series 7
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Emory University 1985 — 1989
BBA, Finance
livingston high school 1982 — 1985
Grant Marsh Grant Marsh's Charles Schwab Experience April 2007 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab April 2007 - June 2014
Charles Schwab September 1999 - April 2007
Charles Schwab October 1997 - September 1999
Skills
Business Development, Leadership, Sales Process, Sales, Investments, Financial Services, Customer Satisfaction, Trading, Customer Service, Retail, Series 7, Series 63
Education
University of Colorado Boulder 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Embry Riddle Aeronautical University-Prescott 1991 — 1992
Aeronautical Science
Charles Schwab April 2007 - June 2014
Charles Schwab September 1999 - April 2007
Charles Schwab October 1997 - September 1999
Skills
Business Development, Leadership, Sales Process, Sales, Investments, Financial Services, Customer Satisfaction, Trading, Customer Service, Retail, Series 7, Series 63
Education
University of Colorado Boulder 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Embry Riddle Aeronautical University-Prescott 1991 — 1992
Aeronautical Science
Sally Wislar Sally Wislar's Charles Schwab Experience 1995 - 1997
Job Owner, Founder at Sally Wislar Interior Design
Industry Architecture & Planning
Experience
Sally Wislar Interior Design 2010 - Present
Sally Wislar Interior Design January 2009 - Present
Rancho Santa Fe Community Center 2005 - 2008
Charles Schwab 1995 - 1997
Skills
Interior Design, Space-planning, Residential Design, Furniture, SketchUp, Sustainable Design, Sketching, Architectural Drawings, Furnishings, Interior Architecture, Submittals, Design Research, Drawing, Architectural Design, Residential Homes, Renovation, Space planning
Education
Institute for American Universities, Aix en Provence 1987 — 1998
French, Art, Economics
Fashion Institute of Design & Merchandising 1991 — 1994
AA, Interior Design
University of Colorado at Boulder 1985 — 1989
BA, Economics, French
Sally Wislar Interior Design 2010 - Present
Sally Wislar Interior Design January 2009 - Present
Rancho Santa Fe Community Center 2005 - 2008
Charles Schwab 1995 - 1997
Skills
Interior Design, Space-planning, Residential Design, Furniture, SketchUp, Sustainable Design, Sketching, Architectural Drawings, Furnishings, Interior Architecture, Submittals, Design Research, Drawing, Architectural Design, Residential Homes, Renovation, Space planning
Education
Institute for American Universities, Aix en Provence 1987 — 1998
French, Art, Economics
Fashion Institute of Design & Merchandising 1991 — 1994
AA, Interior Design
University of Colorado at Boulder 1985 — 1989
BA, Economics, French
Lysa (Gordon) Wright Lysa (Gordon) Wright's Charles Schwab Experience January 2012 - October 2014
Job Vice President of Operations at Contractors Capital Solutions
Industry Financial Services
Experience
Contractors Capital Solutions, LLC October 2014 - Present
Charles Schwab January 2012 - October 2014
Wells Fargo Bank 2008 - 2011
Wells Fargo Investments 2003 - 2008
Wells Fargo Bank 1995 - 2003
Skills
Solid leadership..., Create extraordinary..., Attributes in..., Strong communication..., Management of Regional..., Exceed sales..., Leadership, Management, Banking, Finance, Financial Services, Sales, CRM, Wealth Management, Portfolio Management, Marketing Communications, Loans, Securities
Education
Fashion Institute of Design & Merchandising
Associates Degree, Interior Design
Contractors Capital Solutions, LLC October 2014 - Present
Charles Schwab January 2012 - October 2014
Wells Fargo Bank 2008 - 2011
Wells Fargo Investments 2003 - 2008
Wells Fargo Bank 1995 - 2003
Skills
Solid leadership..., Create extraordinary..., Attributes in..., Strong communication..., Management of Regional..., Exceed sales..., Leadership, Management, Banking, Finance, Financial Services, Sales, CRM, Wealth Management, Portfolio Management, Marketing Communications, Loans, Securities
Education
Fashion Institute of Design & Merchandising
Associates Degree, Interior Design
Matthew Felico Matthew Felico's Charles Schwab Experience August 2015 - Present
Job Financial Service Professional
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Vanguard August 2014 - March 2015
AAMCO Transmissions June 2012 - February 2014
Sportz Ventures March 2009 - May 2009
Skills
Microsoft Excel, Facebook, Social Media, Sales, Microsoft Office, Customer Service, Leadership, PowerPoint, Customer Satisfaction
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Rockland Community College 2007 — 2009
Associate of Science, Business Administration
Charles Schwab August 2015 - Present
Vanguard August 2014 - March 2015
AAMCO Transmissions June 2012 - February 2014
Sportz Ventures March 2009 - May 2009
Skills
Microsoft Excel, Facebook, Social Media, Sales, Microsoft Office, Customer Service, Leadership, PowerPoint, Customer Satisfaction
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Rockland Community College 2007 — 2009
Associate of Science, Business Administration
Phil Concialdi Phil Concialdi's Charles Schwab Experience 1999 - 2001
Job Retired at Phil Concialdi
Industry Marketing and Advertising
Experience
Phil Concialdi May 2013 - Present
Campbell Ewald August 2006 - Present
Charles Schwab 1999 - 2001
Business Development Consultants LLC 1979 - 2001
Education
Eastern Michigan University 1967 — 1969
Business Management
Phil Concialdi May 2013 - Present
Campbell Ewald August 2006 - Present
Charles Schwab 1999 - 2001
Business Development Consultants LLC 1979 - 2001
Education
Eastern Michigan University 1967 — 1969
Business Management
Mark Clem Mark Clem's Charles Schwab Experience May 2008 - May 2009
Job VP Business Development at Expert Microsystems, Inc.
Industry Online Media
Experience
Expert Microsystems, Inc. July 2015 - Present
Vehlo Virtual LLC April 2010 - July 2015
Equity Methods 2012 - 2014
Virtual Conference Partners LLC 2009 - 2010
Charles Schwab May 2008 - May 2009
Charles Schwab 2004 - 2008
NCEO 2004 - 2008
Santa Clara University September 1997 - December 2003
Santa Clara University 1990 - 1996
Sigma Phi Epsilon 1985 - 1986
Skills
Market Research, PowerPoint, Competitive Analysis, Organizational..., Start-ups, Strategic Planning, Product Management, Leadership, Business Strategy, Marketing, Cross-functional Team..., Business Development, Entrepreneurship, Team Building, Process Improvement, Vendor Management, Enterprise Software, Sales, Team Leadership, Program Management
Education
Emerson College 1987 — 1989
Master of Arts, Business and Organizational Communication
Oregon State University 1980 — 1984
Bachelor of Science, Business Administration
Expert Microsystems, Inc. July 2015 - Present
Vehlo Virtual LLC April 2010 - July 2015
Equity Methods 2012 - 2014
Virtual Conference Partners LLC 2009 - 2010
Charles Schwab May 2008 - May 2009
Charles Schwab 2004 - 2008
NCEO 2004 - 2008
Santa Clara University September 1997 - December 2003
Santa Clara University 1990 - 1996
Sigma Phi Epsilon 1985 - 1986
Skills
Market Research, PowerPoint, Competitive Analysis, Organizational..., Start-ups, Strategic Planning, Product Management, Leadership, Business Strategy, Marketing, Cross-functional Team..., Business Development, Entrepreneurship, Team Building, Process Improvement, Vendor Management, Enterprise Software, Sales, Team Leadership, Program Management
Education
Emerson College 1987 — 1989
Master of Arts, Business and Organizational Communication
Oregon State University 1980 — 1984
Bachelor of Science, Business Administration
Rosie Sweeney, CPA Rosie Sweeney, CPA's Charles Schwab Experience November 1999 - 2001
Job Senior Property Accountant at REIT Management & Research LLC
Industry Accounting
Experience
Reit Management & Research LLC November 2014 - Present
Reit Management & Research LLC May 2014 - November 2014
The Davis Companies January 2014 - May 2014
The Cruz Companies November 2013 - December 2013
The Davis Companies August 2013 - November 2013
WinnCompanies October 2009 - October 2012
Dauby O'Connor & Zaleski December 2004 - November 2007
Charles Schwab November 1999 - 2001
Skills
GAAP, Financial Reporting, Financial Analysis, Accounting, Internal Controls, General Ledger, Forecasting, Financial Statements, Auditing, Accounts Payable, Yardi Voyager, Yardi, Account Reconciliation, Due Diligence, QuickBooks, Cash Flow
Education
Indiana University - Kelley School of Business 2002 — 2004
MPA, Accounting
University of Indianapolis 1999 — 2001
MBA, Management
Flinders University
BA, Psychology
Reit Management & Research LLC November 2014 - Present
Reit Management & Research LLC May 2014 - November 2014
The Davis Companies January 2014 - May 2014
The Cruz Companies November 2013 - December 2013
The Davis Companies August 2013 - November 2013
WinnCompanies October 2009 - October 2012
Dauby O'Connor & Zaleski December 2004 - November 2007
Charles Schwab November 1999 - 2001
Skills
GAAP, Financial Reporting, Financial Analysis, Accounting, Internal Controls, General Ledger, Forecasting, Financial Statements, Auditing, Accounts Payable, Yardi Voyager, Yardi, Account Reconciliation, Due Diligence, QuickBooks, Cash Flow
Education
Indiana University - Kelley School of Business 2002 — 2004
MPA, Accounting
University of Indianapolis 1999 — 2001
MBA, Management
Flinders University
BA, Psychology
KEITH ORR's Charles Schwab Experience March 2006 - February 2009
Job IT Sales Executive
Industry Information Technology and Services
Experience
DvsAnalytics, Inc. January 2015 - June 2015
Insight October 2010 - January 2015
Charles Schwab March 2006 - February 2009
Countrywide Home Loans March 2005 - March 2006
Centex Homes August 2002 - February 2005
Daimler Chrysler January 1997 - January 2002
Skills
New Business Development, Selling, Salesforce.com, Sales Presentations, Team Building, Customer Satisfaction, Customer Service, Public Speaking, Sales Process, Management, SaaS, Public Relations, Small Business, Leadership, Managed Services, Professional Services, Marketing Strategy, Email Marketing, Program Management, Cloud Computing, Customer Retention, Real Estate, Data Center, Networking, Channel Partners, Enterprise Software, Marketing, Microsoft Office, Solution Selling, Account Management, CRM, Direct Sales, Strategic Partnerships, Business Development, Sales Operations, Cold Calling, Sales Management, Strategy, B2B, Lead Generation, Sales
Education
Eastern New Mexico University 1992 — 1997
Bachelor's Degree, Sociology; Sociology and Psychology
DvsAnalytics, Inc. January 2015 - June 2015
Insight October 2010 - January 2015
Charles Schwab March 2006 - February 2009
Countrywide Home Loans March 2005 - March 2006
Centex Homes August 2002 - February 2005
Daimler Chrysler January 1997 - January 2002
Skills
New Business Development, Selling, Salesforce.com, Sales Presentations, Team Building, Customer Satisfaction, Customer Service, Public Speaking, Sales Process, Management, SaaS, Public Relations, Small Business, Leadership, Managed Services, Professional Services, Marketing Strategy, Email Marketing, Program Management, Cloud Computing, Customer Retention, Real Estate, Data Center, Networking, Channel Partners, Enterprise Software, Marketing, Microsoft Office, Solution Selling, Account Management, CRM, Direct Sales, Strategic Partnerships, Business Development, Sales Operations, Cold Calling, Sales Management, Strategy, B2B, Lead Generation, Sales
Education
Eastern New Mexico University 1992 — 1997
Bachelor's Degree, Sociology; Sociology and Psychology
Brian Pinkston, CFA, CFP®'s Charles Schwab Experience October 2007 - August 2010
Job Investment Manager | Financial Planner | Retirement Consultant | 401(k) Advisor | Financial Advisor
Industry Financial Services
Experience
Bright Road Wealth Management, LLC May 2012 - Present
Dimensional Fund Advisors August 2010 - May 2012
Charles Schwab October 2007 - August 2010
Charles Schwab December 1998 - October 2007
Education
Emory University - Goizueta Business School 2001 — 2003
MBA, Finance
Texas A&M University - Mays Business School 1992 — 1996
BBA, Finance
Lake Highlands High School
Bright Road Wealth Management, LLC May 2012 - Present
Dimensional Fund Advisors August 2010 - May 2012
Charles Schwab October 2007 - August 2010
Charles Schwab December 1998 - October 2007
Education
Emory University - Goizueta Business School 2001 — 2003
MBA, Finance
Texas A&M University - Mays Business School 1992 — 1996
BBA, Finance
Lake Highlands High School
Christopher Keyes's Charles Schwab Experience October 2009 — June 2010
Job E-Commerce Business Owner, Cryptocurrency Trader
Industry E-Commerce
Experience
Self-Employed December 2017 — Present
Disney English September 2013 — April 2014
Camp Robindel July 2008 — August 2016
Disney Cruise Line October 2011 — November 2012
Staples April 2011 — October 2011
Charles Schwab October 2009 — June 2010
Business Development Group International January 2009 — April 2009
Griffin York & Krause June 2008 — July 2008
Skills
E-commerce, Investment analysis, Spanish, Market Research, International Business, Sales, Account Management, Translation, Public Relations, Customer Relations, Guest Service, Social Media Marketing, Business Strategy, Data Analysis, Team Leadership, Youth Work, Press Releases, Human Resources, Marketing, Hospitality, Teaching
Education
Universidad de Alcalá 2014 — 2015
Master's Degree, Teaching
Rollins College 2006 — 2009
Bachelor of Arts, International Business; Spanish
Eckerd College 2005 — 2006
International Business
Self-Employed December 2017 — Present
Disney English September 2013 — April 2014
Camp Robindel July 2008 — August 2016
Disney Cruise Line October 2011 — November 2012
Staples April 2011 — October 2011
Charles Schwab October 2009 — June 2010
Business Development Group International January 2009 — April 2009
Griffin York & Krause June 2008 — July 2008
Skills
E-commerce, Investment analysis, Spanish, Market Research, International Business, Sales, Account Management, Translation, Public Relations, Customer Relations, Guest Service, Social Media Marketing, Business Strategy, Data Analysis, Team Leadership, Youth Work, Press Releases, Human Resources, Marketing, Hospitality, Teaching
Education
Universidad de Alcalá 2014 — 2015
Master's Degree, Teaching
Rollins College 2006 — 2009
Bachelor of Arts, International Business; Spanish
Eckerd College 2005 — 2006
International Business
Erika Villicana Erika Villicana's Charles Schwab Experience March 2013 - Present
Job Talent Sourcing Advisor at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab May 2011 - March 2013
Charles Schwab May 2005 - June 2011
Charles Schwab January 2003 - May 2005
Skills
Talent Management, Financial Services, Customer Service, Microsoft Office, Resume Writing, Building Strong..., College Recruiting, Phone Screening, Staffing Services, Job Descriptions, Public Speaking, Cold Calling, PeopleSoft, Business Networking, Relationship Building, Candidate Generation, Pipeline Management, Strategic Sourcing, High-volume Recruiting, Employer Branding, Sales, Presentation Skills, Target Audience
Education
University of Phoenix 2012 — 2014
Bachelor of Applied Science, Business Marketing
Everest College-Phoenix 2005 — 2007
Associate's Degree, Criminal Justice/Law Enforcement Administration
Phoenix College 1997 — 1998
Charles Schwab March 2013 - Present
Charles Schwab May 2011 - March 2013
Charles Schwab May 2005 - June 2011
Charles Schwab January 2003 - May 2005
Skills
Talent Management, Financial Services, Customer Service, Microsoft Office, Resume Writing, Building Strong..., College Recruiting, Phone Screening, Staffing Services, Job Descriptions, Public Speaking, Cold Calling, PeopleSoft, Business Networking, Relationship Building, Candidate Generation, Pipeline Management, Strategic Sourcing, High-volume Recruiting, Employer Branding, Sales, Presentation Skills, Target Audience
Education
University of Phoenix 2012 — 2014
Bachelor of Applied Science, Business Marketing
Everest College-Phoenix 2005 — 2007
Associate's Degree, Criminal Justice/Law Enforcement Administration
Phoenix College 1997 — 1998
Jeff Moyers, CFP®, MBA Jeff Moyers, CFP®, MBA's Charles Schwab Experience
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Education
Eastern University
Master of Business Administration (MBA)
Charles Schwab
Education
Eastern University
Master of Business Administration (MBA)
Samara Lipsky Samara Lipsky's Charles Schwab Experience 2012 - 2012
Job Human Resources Associate & Doctorate Student
Industry Human Resources
Experience
Union for Reform Judaism December 2014 - Present
Temple Israel January 2010 - Present
LEB MEDICULS 2007 - Present
92nd Street Y Connect September 2014 - May 2015
Charles Schwab 2012 - 2012
Memorial Sloan-Kettering Cancer Center 2008 - 2010
New York Presbyterian Hospital 2003 - 2010
Fidelity Investments 2001 - 2003
Skills
Fundraising, Community Outreach, Entrepreneurship, Program Evaluation, Volunteer Management, Clinical Research, Grant Writing, Healthcare Management, Budgets, Qualitative Research, Program Development, Social Media, Fashion, Corporate Finance, Start-ups, Training
Education
The Chicago School of Professional Psychology 2014 — 2017
Doctor of Philosophy (Ph.D.), International Psychology
Yeshiva University
MA, Psychology
Emory University - Goizueta Business School
BBA, Business
Union for Reform Judaism December 2014 - Present
Temple Israel January 2010 - Present
LEB MEDICULS 2007 - Present
92nd Street Y Connect September 2014 - May 2015
Charles Schwab 2012 - 2012
Memorial Sloan-Kettering Cancer Center 2008 - 2010
New York Presbyterian Hospital 2003 - 2010
Fidelity Investments 2001 - 2003
Skills
Fundraising, Community Outreach, Entrepreneurship, Program Evaluation, Volunteer Management, Clinical Research, Grant Writing, Healthcare Management, Budgets, Qualitative Research, Program Development, Social Media, Fashion, Corporate Finance, Start-ups, Training
Education
The Chicago School of Professional Psychology 2014 — 2017
Doctor of Philosophy (Ph.D.), International Psychology
Yeshiva University
MA, Psychology
Emory University - Goizueta Business School
BBA, Business
Chuck Aude's Charles Schwab Experience January 1999 - March 2000
Job
Industry Computer Software
Experience
EMC January 2013 - Present
EMC June 2008 - December 2012
Leisure Life Chuck July 2006 - June 2008
EMC July 2002 - June 2006
EMC March 2000 - June 2002
Charles Schwab January 1999 - March 2000
BBN Planet GTE Internetworking March 1997 - December 1998
Macromedia July 1996 - March 1997
Eastern Washington University September 1992 - June 1996
Skills
Unix, Solaris, Storage, Operating Systems, System Administration, VMware, Software Development, EMC Storage, Apache, SAN, Linux, AIX, HPUX 11i, Unix Shell Scripting, Test Automation, EMC Networker, vCenter Server, vSphere, ESXi, VMware Workstation, Data Domain, IBM Rational Purify, Coverity, Jenkins
Education
Eastern Washington University 1994 — 1996
Master of Science
Eastern Washington University 1989 — 1994
Bachelor of Science
EMC January 2013 - Present
EMC June 2008 - December 2012
Leisure Life Chuck July 2006 - June 2008
EMC July 2002 - June 2006
EMC March 2000 - June 2002
Charles Schwab January 1999 - March 2000
BBN Planet GTE Internetworking March 1997 - December 1998
Macromedia July 1996 - March 1997
Eastern Washington University September 1992 - June 1996
Skills
Unix, Solaris, Storage, Operating Systems, System Administration, VMware, Software Development, EMC Storage, Apache, SAN, Linux, AIX, HPUX 11i, Unix Shell Scripting, Test Automation, EMC Networker, vCenter Server, vSphere, ESXi, VMware Workstation, Data Domain, IBM Rational Purify, Coverity, Jenkins
Education
Eastern Washington University 1994 — 1996
Master of Science
Eastern Washington University 1989 — 1994
Bachelor of Science
Nick Papanikolaou's Charles Schwab Experience November 2007 - January 2009
Job Business Analyst/Team Lead at Federal Government
Industry Information Technology and Services
Experience
Federal Government April 2014 - Present
State of Texas January 2009 - March 2014
Charles Schwab November 2007 - January 2009
ARC Systems April 2002 - October 2007
Falcon Insurance Agency June 2000 - April 2002
Skills
Software Documentation, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Change Management, Program Management, Troubleshooting, Testing, Access, Project Management, Integration, Product Management, Business Intelligence, CRM, Databases, SQL, Data Analysis, Team Leadership, Software Project..., Software Development, Vendor Management, Visio, Agile Methodologies, Quality Assurance, Agile Project Management, Analysis, Business Process..., Cross-functional Team..., HTML, IT Management, Leadership, MS Project, Management, Microsoft SQL Server, Product Development, Project Planning, SaaS, Scrum, Solution Architecture, Team Management, Windows, XML, Enterprise Software, User Acceptance Testing, Technical Documentation, Software Implementation
Education
Embry-Riddle Aeronautical University 1995 — 2000
BS
Federal Government April 2014 - Present
State of Texas January 2009 - March 2014
Charles Schwab November 2007 - January 2009
ARC Systems April 2002 - October 2007
Falcon Insurance Agency June 2000 - April 2002
Skills
Software Documentation, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Change Management, Program Management, Troubleshooting, Testing, Access, Project Management, Integration, Product Management, Business Intelligence, CRM, Databases, SQL, Data Analysis, Team Leadership, Software Project..., Software Development, Vendor Management, Visio, Agile Methodologies, Quality Assurance, Agile Project Management, Analysis, Business Process..., Cross-functional Team..., HTML, IT Management, Leadership, MS Project, Management, Microsoft SQL Server, Product Development, Project Planning, SaaS, Scrum, Solution Architecture, Team Management, Windows, XML, Enterprise Software, User Acceptance Testing, Technical Documentation, Software Implementation
Education
Embry-Riddle Aeronautical University 1995 — 2000
BS
Britta Hebert, PMP's Charles Schwab Experience 2000 - 2001
Job
Industry Banking
Experience
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
World Savings 2004 - 2006
Pure Knowledge 2003 - 2004
Minds In Focus, LLC 2002 - 2003
Charles Schwab 2000 - 2001
United States Air Force 1989 - 2000
Skills
PMP, MS Project, Risk Management, SDLC, Vendor Management, Business Analysis, PMO, Project Portfolio..., Enterprise Architecture, Visio, Process Improvement, Governance, IT Management, Requirements Gathering, Security, Requirements Analysis, Business Requirements, Integration, Analysis, Project Management, Quality Assurance, Disaster Recovery, SharePoint, Business Process..., Software Project..., IT Strategy, Business Process, Program Management
Education
Project Management Institute 2002 — 2002
PMP, Project Management Certification
Embry-Riddle Aeronautical University 1995 — 1997
MAS, Aviation / Aeronautical Management
United States Air Force Academy 1985 — 1989
BS, Humanities, Spanish (minor)
Lodi High School
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
World Savings 2004 - 2006
Pure Knowledge 2003 - 2004
Minds In Focus, LLC 2002 - 2003
Charles Schwab 2000 - 2001
United States Air Force 1989 - 2000
Skills
PMP, MS Project, Risk Management, SDLC, Vendor Management, Business Analysis, PMO, Project Portfolio..., Enterprise Architecture, Visio, Process Improvement, Governance, IT Management, Requirements Gathering, Security, Requirements Analysis, Business Requirements, Integration, Analysis, Project Management, Quality Assurance, Disaster Recovery, SharePoint, Business Process..., Software Project..., IT Strategy, Business Process, Program Management
Education
Project Management Institute 2002 — 2002
PMP, Project Management Certification
Embry-Riddle Aeronautical University 1995 — 1997
MAS, Aviation / Aeronautical Management
United States Air Force Academy 1985 — 1989
BS, Humanities, Spanish (minor)
Lodi High School
Jerome Lourme's Charles Schwab Experience July 1997 - Present
Job
Industry Financial Services
Experience
Charles Schwab July 1997 - Present
Charles Schwab September 1996 - June 1997
Ford Motor Company September 1992 - June 1996
Hurwitz Distributing Co. August 1986 - June 1992
3M France July 1985 - June 1986
French Embassy in Ethiopia 1984 - 1985
Skills
Strategic Financial..., Finance, Management, Analysis, Financial Analysis, Financial Modeling, Strategic Planning, Activity-based costing, Cost Accounting, Management Accounting, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1991
MBA
ESSEC Business School 1980 — 1983
MBA
Charles Schwab July 1997 - Present
Charles Schwab September 1996 - June 1997
Ford Motor Company September 1992 - June 1996
Hurwitz Distributing Co. August 1986 - June 1992
3M France July 1985 - June 1986
French Embassy in Ethiopia 1984 - 1985
Skills
Strategic Financial..., Finance, Management, Analysis, Financial Analysis, Financial Modeling, Strategic Planning, Activity-based costing, Cost Accounting, Management Accounting, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1991
MBA
ESSEC Business School 1980 — 1983
MBA
Richard Cohn's Charles Schwab Experience 1995 - 1998
Job Director, Internal Communications & Corporate Social Responsilbility Officer at McAfee
Industry Public Relations and Communications
Experience
McAfee, Inc. March 2008 - March 2014
- 2001 - 2007
Verida Internet Corp. 1999 - 2001
Charles Schwab 1995 - 1998
Sun Microsystems 1992 - 1995
Skills
Messaging, Communication Training, Corporate Communications, Internal Communications, Crisis Communications, Analyst Relations, Media Relations, Thought Leadership, Marketing Communications, Strategic Communications, Public Relations, Strategy, Industry Analyst..., Leadership, Copywriting, Start-ups, Marketing, Program Management, Strategic Partnerships
Education
Emory University School of Law
Doctor of Law (JD), Law
University of Pennsylvania
Bachelor of Arts (B.A.), Sociology
McAfee, Inc. March 2008 - March 2014
- 2001 - 2007
Verida Internet Corp. 1999 - 2001
Charles Schwab 1995 - 1998
Sun Microsystems 1992 - 1995
Skills
Messaging, Communication Training, Corporate Communications, Internal Communications, Crisis Communications, Analyst Relations, Media Relations, Thought Leadership, Marketing Communications, Strategic Communications, Public Relations, Strategy, Industry Analyst..., Leadership, Copywriting, Start-ups, Marketing, Program Management, Strategic Partnerships
Education
Emory University School of Law
Doctor of Law (JD), Law
University of Pennsylvania
Bachelor of Arts (B.A.), Sociology
Kathy Stout's Charles Schwab Experience December 2005 - December 2006
Job Senior Project Manager
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Wells Fargo November 2009 - February 2010
Kaiser Permanente November 2008 - November 2009
Wells Fargo November 2007 - November 2008
Gap Inc. February 2007 - October 2007
Charles Schwab December 2005 - December 2006
Freddie Mac January 2002 - July 2005
Bank of America 1998 - 2001
Bank of America 1996 - 1998
Bank of America 1980 - 1995
Skills
Project Portfolio..., Project Planning, Problem Solving, Microsoft Office, PMO, SDLC, Program Management, Process Improvement, Business Analysis, Analysis, Software Documentation, Risk Management, Integration, Mergers & Acquisitions, PMP
Education
Fairleigh Dickinson University
Bachelor of Science, Business Management
Wells Fargo January 2011 - Present
Wells Fargo November 2009 - February 2010
Kaiser Permanente November 2008 - November 2009
Wells Fargo November 2007 - November 2008
Gap Inc. February 2007 - October 2007
Charles Schwab December 2005 - December 2006
Freddie Mac January 2002 - July 2005
Bank of America 1998 - 2001
Bank of America 1996 - 1998
Bank of America 1980 - 1995
Skills
Project Portfolio..., Project Planning, Problem Solving, Microsoft Office, PMO, SDLC, Program Management, Process Improvement, Business Analysis, Analysis, Software Documentation, Risk Management, Integration, Mergers & Acquisitions, PMP
Education
Fairleigh Dickinson University
Bachelor of Science, Business Management
Clint Hall's Charles Schwab Experience 2001 - 2002
Job Senior Support Specialist at Clinipace Worldwide
Industry Computer Software
Experience
Clinipace Worldwide April 2012 - Present
Clinipace Worldwide May 2008 - April 2012
etrials Worldwide, Inc. August 2004 - May 2008
Centra 2002 - 2004
Charles Schwab 2001 - 2002
Smart Online, Inc May 2000 - March 2001
Bell & Howell 1995 - 2000
Education
Finger Lakes Community College 1987 — 1990
Clinipace Worldwide April 2012 - Present
Clinipace Worldwide May 2008 - April 2012
etrials Worldwide, Inc. August 2004 - May 2008
Centra 2002 - 2004
Charles Schwab 2001 - 2002
Smart Online, Inc May 2000 - March 2001
Bell & Howell 1995 - 2000
Education
Finger Lakes Community College 1987 — 1990
Yul-Mee Joo's Charles Schwab Experience July 2000 - December 2004
Job Business Systems Analysis & Development Management, PMP, CSPO, CSM
Industry Internet
Experience
Bio-Rad Laboratories April 2015 - Present
Wells Fargo March 2013 - April 2015
Wells Fargo December 2004 - March 2013
Charles Schwab July 2000 - December 2004
Skills
Agile Methodologies, Scrum, Business Analysis, Software Development, Requirements Analysis, Business Intelligence
Education
University of Pittsburgh 1998 — 2000
Attended Ph.D. program (Not Completed), Information Science
University of Pittsburgh 1996 — 1998
MSIS, Information Science
Ewha Womans University 1992 — 1996
BA, Library & Information Science
Bio-Rad Laboratories April 2015 - Present
Wells Fargo March 2013 - April 2015
Wells Fargo December 2004 - March 2013
Charles Schwab July 2000 - December 2004
Skills
Agile Methodologies, Scrum, Business Analysis, Software Development, Requirements Analysis, Business Intelligence
Education
University of Pittsburgh 1998 — 2000
Attended Ph.D. program (Not Completed), Information Science
University of Pittsburgh 1996 — 1998
MSIS, Information Science
Ewha Womans University 1992 — 1996
BA, Library & Information Science
Smith, Timothy's Charles Schwab Experience 2005 - 2005
Job Director at Parks Automotive Group
Industry Management Consulting
Experience
The Parks Automotive Group - a division of Parks Holdings 2014 - 2015
Parks Holdings 2011 - 2013
Dow Jones & Co., Inc. 2006 - 2010
Charles Schwab 2005 - 2005
Principal Financial Group 2002 - 2004
Skills
Investments, Leadership, Process Improvement, Financial Modeling, Financial Analysis, Analysis, Finance, Data Analysis, Cross-functional Team..., Management, Business Strategy, Strategy, Strategic Planning, Analytics, Forecasting, Consulting, Marketing, Microsoft Office, Project Management, Program Management, Risk Management, Business Analysis, Public Speaking, Microsoft Excel, Marketing Strategy, PowerPoint, Budgeting, Financial Planning, Budgets, Market Research, Six Sigma, Pricing, Research, Corporate Finance, Management Consulting, Team Building, Leadership Development, Team Leadership, Competitive Analysis, Sales Management, Microsoft Word, Valuation, Segmentation, Training, Portfolio Management, Business Planning, Business Process..., Mergers & Acquisitions, CRM, Change Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, DUAL CONCENTRATION: Business Analytics and Operations
Elon University - Martha and Spencer Love School of Business
BS, Finance
Watkins Mill High School
High School Diploma, General
The Parks Automotive Group - a division of Parks Holdings 2014 - 2015
Parks Holdings 2011 - 2013
Dow Jones & Co., Inc. 2006 - 2010
Charles Schwab 2005 - 2005
Principal Financial Group 2002 - 2004
Skills
Investments, Leadership, Process Improvement, Financial Modeling, Financial Analysis, Analysis, Finance, Data Analysis, Cross-functional Team..., Management, Business Strategy, Strategy, Strategic Planning, Analytics, Forecasting, Consulting, Marketing, Microsoft Office, Project Management, Program Management, Risk Management, Business Analysis, Public Speaking, Microsoft Excel, Marketing Strategy, PowerPoint, Budgeting, Financial Planning, Budgets, Market Research, Six Sigma, Pricing, Research, Corporate Finance, Management Consulting, Team Building, Leadership Development, Team Leadership, Competitive Analysis, Sales Management, Microsoft Word, Valuation, Segmentation, Training, Portfolio Management, Business Planning, Business Process..., Mergers & Acquisitions, CRM, Change Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, DUAL CONCENTRATION: Business Analytics and Operations
Elon University - Martha and Spencer Love School of Business
BS, Finance
Watkins Mill High School
High School Diploma, General
Amy Ortiz's Charles Schwab Experience July 1992 - October 1998
Job Executive Assistant at Chevron
Industry Executive Office
Experience
Chevron August 2013 - Present
Chevron Compliance September 2012 - Present
The North Face September 2004 - August 2012
Old Republic Title Co. August 2003 - September 2004
Charles Schwab & Co. May 1999 - August 2003
Spieker Properties October 1998 - May 1999
Charles Schwab July 1992 - October 1998
Skills
Marketing, Office Management, Management, Outlook, Executive Calendar..., Administrative..., Executive..., PowerPoint, Customer Service, Sales, Budgets, Retail, Event Management, Event Planning, Positive Work..., Logistics, Microsoft Word, Project Management, Purchasing, Team Building, Teamwork, Time Management, CRM, Process Scheduler, Human Resources, Social Networking, Trade Shows, Training, Data Entry, Invoicing, Leadership, Microsoft Excel, Microsoft Office, Public Relations, Social Media, Training Coordination, Lotus Notes, Visio, SAP, powerpoin, exce
Education
Fashion Institute of Design & Merchandising 1987 — 1988
Interior Design
San Leandro High School 1984 — 1987
High School
Chevron August 2013 - Present
Chevron Compliance September 2012 - Present
The North Face September 2004 - August 2012
Old Republic Title Co. August 2003 - September 2004
Charles Schwab & Co. May 1999 - August 2003
Spieker Properties October 1998 - May 1999
Charles Schwab July 1992 - October 1998
Skills
Marketing, Office Management, Management, Outlook, Executive Calendar..., Administrative..., Executive..., PowerPoint, Customer Service, Sales, Budgets, Retail, Event Management, Event Planning, Positive Work..., Logistics, Microsoft Word, Project Management, Purchasing, Team Building, Teamwork, Time Management, CRM, Process Scheduler, Human Resources, Social Networking, Trade Shows, Training, Data Entry, Invoicing, Leadership, Microsoft Excel, Microsoft Office, Public Relations, Social Media, Training Coordination, Lotus Notes, Visio, SAP, powerpoin, exce
Education
Fashion Institute of Design & Merchandising 1987 — 1988
Interior Design
San Leandro High School 1984 — 1987
High School
Ann Marie Mantz's Charles Schwab Experience February 2009 - September 2010
Job On Sabbatical and loving it! Whooo hooo!!
Industry Staffing and Recruiting
Experience
On Sabbatical - and loving it!! January 2015 - Present
Systems Integration Solutions May 2012 - December 2014
Charles Schwab February 2009 - September 2010
Charles Schwab August 2008 - September 2010
Charles Schwab & Co, Inc August 2005 - July 2008
Systems Integration Solutions (SIS, Inc) 1995 - 2004
Skills
Talent Acquisition, Technical Recruiting, Financial Services, Career Development..., Screening, Training, Interviews, Job Coaching, Resume Writing, Screening Resumes, Hiring, Performance Management, Organizational..., Benefits Negotiation, Staffing Services, Human Resources, Vendor Management, SDLC, Management, Recruiting, Applicant Tracking..., Strategy
Education
Eastern Washington University 1985 — 1991
Sociology, Japanese
Kansai Gaidai University 1987 — 1988
On Sabbatical - and loving it!! January 2015 - Present
Systems Integration Solutions May 2012 - December 2014
Charles Schwab February 2009 - September 2010
Charles Schwab August 2008 - September 2010
Charles Schwab & Co, Inc August 2005 - July 2008
Systems Integration Solutions (SIS, Inc) 1995 - 2004
Skills
Talent Acquisition, Technical Recruiting, Financial Services, Career Development..., Screening, Training, Interviews, Job Coaching, Resume Writing, Screening Resumes, Hiring, Performance Management, Organizational..., Benefits Negotiation, Staffing Services, Human Resources, Vendor Management, SDLC, Management, Recruiting, Applicant Tracking..., Strategy
Education
Eastern Washington University 1985 — 1991
Sociology, Japanese
Kansai Gaidai University 1987 — 1988
Amy Hung's Charles Schwab Experience May 2008 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2008 - Present
Citigroup Private Bank December 2005 - March 2008
Wells Fargo Private Bank December 2000 - June 2005
Education
San Francisco State University, College of Business 2003 — 2005
MBA, General
Fashion Institute of Technology 1990 — 1992
BS, Sales and Marketing
Charles Schwab May 2008 - Present
Citigroup Private Bank December 2005 - March 2008
Wells Fargo Private Bank December 2000 - June 2005
Education
San Francisco State University, College of Business 2003 — 2005
MBA, General
Fashion Institute of Technology 1990 — 1992
BS, Sales and Marketing
Paul Kidder's Charles Schwab Experience February 2003 - Present
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2003 - Present
Education
Emory University - Goizueta Business School 1995 — 1998
MBA, Finance
Georgia State University 1987 — 1991
BBA, finance
Charles Schwab February 2003 - Present
Education
Emory University - Goizueta Business School 1995 — 1998
MBA, Finance
Georgia State University 1987 — 1991
BBA, finance
Ben Holt, CBCP's Charles Schwab Experience May 2000 - November 2001
Job Business Continuity Manager at Fundtech
Industry Information Technology and Services
Experience
Fundtech November 2013 - Present
Scottrade October 2011 - November 2013
Ben Holt Consulting September 2010 - December 2012
IT-Lifeline December 2007 - September 2010
Affiliated Computer Services October 2003 - November 2006
JetBlue Airways November 2001 - October 2003
Charles Schwab May 2000 - November 2001
Arcus Data Security October 1996 - May 2000
Skills
Disaster Recovery, Business Resilience, Business Continuity..., Business Continuity, Security, Risk Assessment, Process Improvement, Crisis Management, Training, Incident Management, Vendor Management, Risk Management, Leadership, Emergency Management, Business Analysis, Project Planning, Program Management, Management
Education
Eastern Washington University 1995 — 1999
Fundtech November 2013 - Present
Scottrade October 2011 - November 2013
Ben Holt Consulting September 2010 - December 2012
IT-Lifeline December 2007 - September 2010
Affiliated Computer Services October 2003 - November 2006
JetBlue Airways November 2001 - October 2003
Charles Schwab May 2000 - November 2001
Arcus Data Security October 1996 - May 2000
Skills
Disaster Recovery, Business Resilience, Business Continuity..., Business Continuity, Security, Risk Assessment, Process Improvement, Crisis Management, Training, Incident Management, Vendor Management, Risk Management, Leadership, Emergency Management, Business Analysis, Project Planning, Program Management, Management
Education
Eastern Washington University 1995 — 1999
Juliette Jones's Charles Schwab Experience December 1998 - May 2000
Job Financial Services Professional
Industry Financial Services
Experience
Black Enterprise October 2007 - March 2011
JPMorgan Chase November 2001 - January 2007
Charles Schwab December 1998 - May 2000
AT&T March 1992 - November 1998
Skills
Strategic Planning, Program Management, Relationship Management, Project Management, Budgets, Financial Modeling, New Business Development, Risk Management, Due Diligence, Financial Analysis, Mergers, Business Strategy, Analysis, Financial Reporting, Forecasting, Process Improvement, Strategy, Business Analysis, Business Planning
Education
New York University, Stern School of Business 1992 — 1996
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Fairleigh Dickinson University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Black Enterprise October 2007 - March 2011
JPMorgan Chase November 2001 - January 2007
Charles Schwab December 1998 - May 2000
AT&T March 1992 - November 1998
Skills
Strategic Planning, Program Management, Relationship Management, Project Management, Budgets, Financial Modeling, New Business Development, Risk Management, Due Diligence, Financial Analysis, Mergers, Business Strategy, Analysis, Financial Reporting, Forecasting, Process Improvement, Strategy, Business Analysis, Business Planning
Education
New York University, Stern School of Business 1992 — 1996
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Fairleigh Dickinson University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Samantha Kochevar's Charles Schwab Experience May 2007 - February 2008
Job Legal Secretary at Latham & Watkins
Industry Financial Services
Experience
Latham & Watkins February 2008 - Present
Charles Schwab May 2007 - February 2008
Security Programs Inc. March 2003 - May 2007
Skills
Microsoft Office, Customer Service
Education
Elgin Community College 2001 — 2003
Streamwood High School
Latham & Watkins February 2008 - Present
Charles Schwab May 2007 - February 2008
Security Programs Inc. March 2003 - May 2007
Skills
Microsoft Office, Customer Service
Education
Elgin Community College 2001 — 2003
Streamwood High School
Greg Jones, CFP®, CRPC®'s Charles Schwab Experience October 2014 - Present
Job Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab October 2014 - Present
Skills
Investment Management, Asset Allocation, Investment Advisory, Wealth Management..., Strategy, Equities, Hedge Funds, Alternative Investments, Separately Managed..., Retirement, Strategic Financial..., Fixed Income, Securities, Estate Planning, FINRA, Series 7, Series 66, Personal Tax Planning, Technology, Mutual Funds, Fixed Annuities, Variable Annuities, Securities Lending, Mortgage Lending, Sales Management, Sales Presentation...
Education
Emory University
Bachelor's degree
Paul VI Catholic High School- Fairfax, Virginia
Charles Schwab October 2014 - Present
Skills
Investment Management, Asset Allocation, Investment Advisory, Wealth Management..., Strategy, Equities, Hedge Funds, Alternative Investments, Separately Managed..., Retirement, Strategic Financial..., Fixed Income, Securities, Estate Planning, FINRA, Series 7, Series 66, Personal Tax Planning, Technology, Mutual Funds, Fixed Annuities, Variable Annuities, Securities Lending, Mortgage Lending, Sales Management, Sales Presentation...
Education
Emory University
Bachelor's degree
Paul VI Catholic High School- Fairfax, Virginia
Dale Kalman's Charles Schwab Experience 2010 - Present
Job Financial Services Executive | Strategic Sales Leadership | General Management | Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2010 - Present
Charles Schwab 2008 - 2010
Charles Schwab 2003 - 2008
Merrill Lynch 2002 - 2003
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Asset Allocation, Mutual Funds, Securities, Wealth Management, Retirement Planning, Investment Advisory, Series 9 & 10, Options, 401k, Strategic Sales..., Cross-functional Team..., Executive Presentation..., New Business Development, Business Development, Business Planning, Sales Management, Sales Process, Strategic Planning, Strategic Consulting, Strategic Partnerships, Relationship Management, Financial Planning, Financial Services, Alternative Investments, Uniform Combined State...
Education
Illinois State University 1995 — 1997
Bachelor's Degree, Finance
Eureka College 1993 — 1995
Accounting and Economics
PROFESSIONAL DEVELOPMENT
Charles Schwab 2010 - Present
Charles Schwab 2008 - 2010
Charles Schwab 2003 - 2008
Merrill Lynch 2002 - 2003
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Asset Allocation, Mutual Funds, Securities, Wealth Management, Retirement Planning, Investment Advisory, Series 9 & 10, Options, 401k, Strategic Sales..., Cross-functional Team..., Executive Presentation..., New Business Development, Business Development, Business Planning, Sales Management, Sales Process, Strategic Planning, Strategic Consulting, Strategic Partnerships, Relationship Management, Financial Planning, Financial Services, Alternative Investments, Uniform Combined State...
Education
Illinois State University 1995 — 1997
Bachelor's Degree, Finance
Eureka College 1993 — 1995
Accounting and Economics
PROFESSIONAL DEVELOPMENT
Gina Hinman-Trulli, SPHR's Charles Schwab Experience June 2015 - Present
Job Vice President, HR Business Partners at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab March 2015 - June 2015
Charles Schwab October 2013 - March 2015
Charles Schwab March 2013 - October 2013
Charles Schwab September 2011 - March 2013
TeleTech Loan Services November 2010 - September 2011
TIAA-CREF January 2007 - July 2010
TIAA-CREF June 2004 - January 2007
TIAA-CREF July 2001 - June 2004
JPMorgan Chase September 2000 - July 2001
Skills
Innovator, Human Resources, Human Capital, Strategic Planning, Succession Planning, Deferred Compensation, Workforce Planning, Talent Management, Onboarding, Talent Acquisition, Employee Engagement, Organizational Design, Benefits Administration, Employee Benefits, Employee Relations, Strategy, Personnel Management, Performance Management, Recruiting, Hiring, Temporary Placement, Management, College Recruiting
Education
Emerson College 1995 — 1999
Charles Schwab June 2015 - Present
Charles Schwab March 2015 - June 2015
Charles Schwab October 2013 - March 2015
Charles Schwab March 2013 - October 2013
Charles Schwab September 2011 - March 2013
TeleTech Loan Services November 2010 - September 2011
TIAA-CREF January 2007 - July 2010
TIAA-CREF June 2004 - January 2007
TIAA-CREF July 2001 - June 2004
JPMorgan Chase September 2000 - July 2001
Skills
Innovator, Human Resources, Human Capital, Strategic Planning, Succession Planning, Deferred Compensation, Workforce Planning, Talent Management, Onboarding, Talent Acquisition, Employee Engagement, Organizational Design, Benefits Administration, Employee Benefits, Employee Relations, Strategy, Personnel Management, Performance Management, Recruiting, Hiring, Temporary Placement, Management, College Recruiting
Education
Emerson College 1995 — 1999
Kimberly Chiulli's Charles Schwab Experience August 2000 - May 2001
Job Experienced in treasury management, accounts payable, accounting and analysis
Industry Accounting
Experience
Integrate Inc. October 2014 - July 2015
Insight October 2013 - May 2014
StandardAero May 2008 - October 2013
Cisco Learning Institute February 2007 - April 2008
ADT October 2004 - February 2007
JPMorgan Chase September 2001 - May 2004
Charles Schwab August 2000 - May 2001
Skills
Account Reconciliation, Financial Analysis, Process Improvement, Customer-focused Service, Financial Reporting, Financial Variance..., Procedure Development, Vendor Relationships, Microsoft Excel, Continuous Improvement, Employee Training, Communication Skills, Accounts Payable, Oracle E-Business Suite, IBM AS/400, Series 7, Series 63, Analysis, Accounting, Accounts Receivable, Customer Service, General Ledger, Invoicing, Management, Program Management, Vendor Relationship...
Education
Eckerd College 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Finance
Integrate Inc. October 2014 - July 2015
Insight October 2013 - May 2014
StandardAero May 2008 - October 2013
Cisco Learning Institute February 2007 - April 2008
ADT October 2004 - February 2007
JPMorgan Chase September 2001 - May 2004
Charles Schwab August 2000 - May 2001
Skills
Account Reconciliation, Financial Analysis, Process Improvement, Customer-focused Service, Financial Reporting, Financial Variance..., Procedure Development, Vendor Relationships, Microsoft Excel, Continuous Improvement, Employee Training, Communication Skills, Accounts Payable, Oracle E-Business Suite, IBM AS/400, Series 7, Series 63, Analysis, Accounting, Accounts Receivable, Customer Service, General Ledger, Invoicing, Management, Program Management, Vendor Relationship...
Education
Eckerd College 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Finance
Travis Nelson's Charles Schwab Experience August 2015 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab December 2012 - August 2015
Charles Schwab June 2012 - November 2012
AXA Advisors November 2011 - June 2012
MMT November 2008 - October 2011
Skills
Excel, Word, PowerPoint, Microsoft Word, Microsoft Excel, Project Management, Banking, Asset Management, Financial Services, Financial Modeling
Education
Fairfield University 2004 — 2008
Bachelor of Science, Marketing and Information Systems
Oswego High School 2000 — 2004
Charles Schwab August 2015 - Present
Charles Schwab December 2012 - August 2015
Charles Schwab June 2012 - November 2012
AXA Advisors November 2011 - June 2012
MMT November 2008 - October 2011
Skills
Excel, Word, PowerPoint, Microsoft Word, Microsoft Excel, Project Management, Banking, Asset Management, Financial Services, Financial Modeling
Education
Fairfield University 2004 — 2008
Bachelor of Science, Marketing and Information Systems
Oswego High School 2000 — 2004
Elisabet Hannafin's Charles Schwab Experience July 2007 - Present
Job Senior Staff System Administrator
Industry Financial Services
Experience
Charles Schwab July 2007 - Present
Charles Schwab April 2004 - July 2007
Charles Schwab July 1999 - April 2004
Skills
Call Centers, Customer Service, Process Improvement, Microsoft Excel, Outlook, Microsoft Office, Process Scheduler, Visio, Microsoft Word, PowerPoint, Budgets, Team Building
Education
Scottsdale Culinary Institute 1996 — 1997
AA, Culinary Arts
Fashion Institute of Design & Merchandising 1991 — 1993
AA, Merchandise Marketing
Charles Schwab July 2007 - Present
Charles Schwab April 2004 - July 2007
Charles Schwab July 1999 - April 2004
Skills
Call Centers, Customer Service, Process Improvement, Microsoft Excel, Outlook, Microsoft Office, Process Scheduler, Visio, Microsoft Word, PowerPoint, Budgets, Team Building
Education
Scottsdale Culinary Institute 1996 — 1997
AA, Culinary Arts
Fashion Institute of Design & Merchandising 1991 — 1993
AA, Merchandise Marketing
Sue Welberry, CWDP's Charles Schwab Experience January 1991 - January 2002
Job Director Operational Services at STCU
Industry Financial Services
Experience
STCU July 2013 - Present
State of Washington March 2010 - June 2013
Leadership Spokane July 2006 - May 2012
Global Credit Union May 2003 - October 2008
Charles Schwab January 1991 - January 2002
Skills
Financial Education, Leadership Development, Community Outreach, Business Strategy, Sales Management, Non-profits, Strategic Planning, Customer Relations, Public Speaking, Team Building, Mentoring, Writing, Customer Service, Coaching, Workforce Development, Business Development, Project Management, Nonprofits, Leadership, Government, Event Planning, Resume Writing, Management, Policy, Program Development, Microsoft Office, Job Search Strategies, Career Counseling, Training, Employee Training, Conflict Resolution, Program Management, Job Coaching, Organizational..., Recruiting, Job Search, Workshop Facilitation, Research, Fundraising, Human Resources, Staff Development, Entrepreneurship, Volunteer Management, Employee Relations, Grants, Grant Writing, Executive Management, Public Relations, Mock Interviews, Sales
Education
Eastern Washington University 2002 — 2006
BA
Eastern Washington University
Bachelor's degree
STCU July 2013 - Present
State of Washington March 2010 - June 2013
Leadership Spokane July 2006 - May 2012
Global Credit Union May 2003 - October 2008
Charles Schwab January 1991 - January 2002
Skills
Financial Education, Leadership Development, Community Outreach, Business Strategy, Sales Management, Non-profits, Strategic Planning, Customer Relations, Public Speaking, Team Building, Mentoring, Writing, Customer Service, Coaching, Workforce Development, Business Development, Project Management, Nonprofits, Leadership, Government, Event Planning, Resume Writing, Management, Policy, Program Development, Microsoft Office, Job Search Strategies, Career Counseling, Training, Employee Training, Conflict Resolution, Program Management, Job Coaching, Organizational..., Recruiting, Job Search, Workshop Facilitation, Research, Fundraising, Human Resources, Staff Development, Entrepreneurship, Volunteer Management, Employee Relations, Grants, Grant Writing, Executive Management, Public Relations, Mock Interviews, Sales
Education
Eastern Washington University 2002 — 2006
BA
Eastern Washington University
Bachelor's degree
Allan Fair's Charles Schwab Experience February 1998 - February 2004
Job Senior Creative Director at inVNT
Industry Marketing and Advertising
Experience
inVNT January 2015 - Present
Self Employed January 2014 - December 2014
Broadstreet April 2008 - January 2014
Senn-Delaney Leadership March 2007 - March 2008
CreativeFair Copywriting March 2004 - March 2007
Charles Schwab February 1998 - February 2004
Skills
Copywriting, Creative Direction, Creative Strategy, Integrated Marketing, Video Production, Brand Development, Video, Graphic Design, Advertising, Digital Strategy, Digital Marketing, Digital Media, Art Direction, Social Media Marketing, Marketing Communications, Strategic Communications, Marketing, Strategy, Social Media, Marketing Strategy
Education
Elon University 1993 — 1997
B.A., English, Creative Writing
inVNT January 2015 - Present
Self Employed January 2014 - December 2014
Broadstreet April 2008 - January 2014
Senn-Delaney Leadership March 2007 - March 2008
CreativeFair Copywriting March 2004 - March 2007
Charles Schwab February 1998 - February 2004
Skills
Copywriting, Creative Direction, Creative Strategy, Integrated Marketing, Video Production, Brand Development, Video, Graphic Design, Advertising, Digital Strategy, Digital Marketing, Digital Media, Art Direction, Social Media Marketing, Marketing Communications, Strategic Communications, Marketing, Strategy, Social Media, Marketing Strategy
Education
Elon University 1993 — 1997
B.A., English, Creative Writing
John-Paul Reiger's Charles Schwab Experience January 2015 - Present
Job Financial Services Professional Stock Broker
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab January 2014 - January 2015
Grand Canyon University April 2012 - October 2013
Grand Canyon University June 2011 - April 2012
Grand Canyon University July 2009 - June 2011
Young Life Org. July 2007 - April 2009
American Evangelical Lutheran Church August 2003 - June 2007
Young Life August 2001 - July 2003
Skills
Nonprofits, Fundraising, Volunteer Management, Public Speaking, Community Outreach, Event Planning, Leadership Development, Program Development, Strategic Planning, Team Building, Coaching, Grant Writing, Customer Service, Leadership, Event Management, Staff Development, Higher Education, PowerPoint, Conflict Resolution, Student Affairs, Social Networking, Student Development, Training, Microsoft Word, Student Conduct, Residence Life, Admissions, Campus, Discipleship, Theology, Marketing, Career Counseling, Student Engagement, Enrollment Management, CampusVue, Microsoft Office, Research, Adult Education, Program Management, Management, Time Management, Retaining Customers
Education
Grand Canyon University 2010 — 2011
Master of Science (MS), Leadership
Embry Riddle Aeronautical University-Prescott 1997 — 2001
Bachelor of Science (BS), Aerospace Studies
Charles Schwab January 2015 - Present
Charles Schwab January 2014 - January 2015
Grand Canyon University April 2012 - October 2013
Grand Canyon University June 2011 - April 2012
Grand Canyon University July 2009 - June 2011
Young Life Org. July 2007 - April 2009
American Evangelical Lutheran Church August 2003 - June 2007
Young Life August 2001 - July 2003
Skills
Nonprofits, Fundraising, Volunteer Management, Public Speaking, Community Outreach, Event Planning, Leadership Development, Program Development, Strategic Planning, Team Building, Coaching, Grant Writing, Customer Service, Leadership, Event Management, Staff Development, Higher Education, PowerPoint, Conflict Resolution, Student Affairs, Social Networking, Student Development, Training, Microsoft Word, Student Conduct, Residence Life, Admissions, Campus, Discipleship, Theology, Marketing, Career Counseling, Student Engagement, Enrollment Management, CampusVue, Microsoft Office, Research, Adult Education, Program Management, Management, Time Management, Retaining Customers
Education
Grand Canyon University 2010 — 2011
Master of Science (MS), Leadership
Embry Riddle Aeronautical University-Prescott 1997 — 2001
Bachelor of Science (BS), Aerospace Studies
Loren Kahle's Charles Schwab Experience January 1995 - July 2004
Job Agent at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance August 2004 - Present
Liberty Mutual 2004 - Present
Charles Schwab January 1995 - July 2004
US ARMY February 1989 - June 1992
Education
Univ. of Phoenix 2000 — 2001
Organizational Management
Rollins College 1994 — 1995
Economics
Flagler College
Liberty Mutual Insurance August 2004 - Present
Liberty Mutual 2004 - Present
Charles Schwab January 1995 - July 2004
US ARMY February 1989 - June 1992
Education
Univ. of Phoenix 2000 — 2001
Organizational Management
Rollins College 1994 — 1995
Economics
Flagler College
Archana Pisal's Charles Schwab Experience May 2014 - Present
Job Senior Software Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab May 2014 - Present
MphasiS May 2013 - July 2013
MphasiS an HP Company September 2010 - April 2013
Assetlink January 2005 - October 2010
Skills
Web Services, Agile Methodologies, C#, .NET, WCF, ASP.NET, XML, Microsoft SQL Server, JavaScript, AJAX, Software Project..., Software Development, Web Applications
Education
Fergusson College 2003 — 2005
MCS
Fergusson College 2000 — 2003
BCS, Computer Science
Charles Schwab May 2014 - Present
MphasiS May 2013 - July 2013
MphasiS an HP Company September 2010 - April 2013
Assetlink January 2005 - October 2010
Skills
Web Services, Agile Methodologies, C#, .NET, WCF, ASP.NET, XML, Microsoft SQL Server, JavaScript, AJAX, Software Project..., Software Development, Web Applications
Education
Fergusson College 2003 — 2005
MCS
Fergusson College 2000 — 2003
BCS, Computer Science
Brett Schulz's Charles Schwab Experience May 1998 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 1998 - Present
Education
Elmhurst College 1991 — 1995
Bachelor of Science, Business Administration (Major), Sociology (Minor)
Charles Schwab May 1998 - Present
Education
Elmhurst College 1991 — 1995
Bachelor of Science, Business Administration (Major), Sociology (Minor)
Marissa Limson's Charles Schwab Experience April 2010 - Present
Job Operations Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab April 2010 - Present
NLI International, Inc. August 2007 - November 2009
Nova Group September 2005 - May 2007
Education
Oxford House College 2004 — 2004
TESOL
Fairleigh Dickinson University 1999 — 2004
B.S., Finance
Charles Schwab April 2010 - Present
NLI International, Inc. August 2007 - November 2009
Nova Group September 2005 - May 2007
Education
Oxford House College 2004 — 2004
TESOL
Fairleigh Dickinson University 1999 — 2004
B.S., Finance
Cesar Castaneda's Charles Schwab Experience October 1999 - September 2005
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement December 2014 - Present
OneAmerica Financial Partners Inc. April 2013 - December 2014
OneAmerica Financial Partners Inc. January 2008 - December 2014
John Hancock Financial Services May 2006 - January 2008
Edward Jones Investments September 2005 - March 2006
Charles Schwab October 1999 - September 2005
Scudder Kemper Investments January 1998 - October 1999
Education
Elmhurst College 1992 — 1997
BS, International Business and Economics
EMPOWER Retirement December 2014 - Present
OneAmerica Financial Partners Inc. April 2013 - December 2014
OneAmerica Financial Partners Inc. January 2008 - December 2014
John Hancock Financial Services May 2006 - January 2008
Edward Jones Investments September 2005 - March 2006
Charles Schwab October 1999 - September 2005
Scudder Kemper Investments January 1998 - October 1999
Education
Elmhurst College 1992 — 1997
BS, International Business and Economics
Michael White, MBA's Charles Schwab Experience May 2013 - Present
Job Experienced Team Leader, Business Leader, Project Manager and Financial Specialist.
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Mesaba Airlines August 2000 - September 2012
LPC Ventures, LLC April 2005 - September 2008
Sun Air Aviation July 1999 - August 2000
Computers Made Easy February 1992 - August 1995
Skills
Team Management, Project Management, Critical Thinking, developing effective..., Organizational Project..., Computer Hardware, Financial Analysis, Labor Relations, Six Sigma, Best Practices, Sarbanes-Oxley, Microsoft Office, Technical Course..., Investment Strategies, Investment Advisory, Process Improvement, Flights, Management, Airports, Project Planning, Airlines, Piloting, Leadership, Aircraft, Integration, Operations Management, Aviation, Customer Service
Education
Embry-Riddle Aeronautical University 2010 — 2012
Master of Business Administration (MBA), Aviation, 3.85
Purdue University 1995 — 1998
Bachelor of Science (B.S.), Aviation Business Management, 3.0
Charles Schwab May 2013 - Present
Mesaba Airlines August 2000 - September 2012
LPC Ventures, LLC April 2005 - September 2008
Sun Air Aviation July 1999 - August 2000
Computers Made Easy February 1992 - August 1995
Skills
Team Management, Project Management, Critical Thinking, developing effective..., Organizational Project..., Computer Hardware, Financial Analysis, Labor Relations, Six Sigma, Best Practices, Sarbanes-Oxley, Microsoft Office, Technical Course..., Investment Strategies, Investment Advisory, Process Improvement, Flights, Management, Airports, Project Planning, Airlines, Piloting, Leadership, Aircraft, Integration, Operations Management, Aviation, Customer Service
Education
Embry-Riddle Aeronautical University 2010 — 2012
Master of Business Administration (MBA), Aviation, 3.85
Purdue University 1995 — 1998
Bachelor of Science (B.S.), Aviation Business Management, 3.0
Kirk Fornes's Charles Schwab Experience May 1999 - June 2001
Job Financial Services Professional, Client Recovery & Retention Specialist
Industry Financial Services
Experience
Fidelity Investments September 2006 - February 2009
Citigroup November 2002 - September 2006
AIG November 2001 - November 2002
Charles Schwab May 1999 - June 2001
ABC Nizhny Novorod 1994 - 1996
Education
Thunderbird School of Global Management 1994 — 2000
Master of Intl Mgmt, International Finance
Florida State University 1987 — 1990
B.A. / B.S., International Affairs/Russian Studies
Embry-Riddle Aeronautical University 1985 — 1987
Aircraft Engineering Technology
Fidelity Investments September 2006 - February 2009
Citigroup November 2002 - September 2006
AIG November 2001 - November 2002
Charles Schwab May 1999 - June 2001
ABC Nizhny Novorod 1994 - 1996
Education
Thunderbird School of Global Management 1994 — 2000
Master of Intl Mgmt, International Finance
Florida State University 1987 — 1990
B.A. / B.S., International Affairs/Russian Studies
Embry-Riddle Aeronautical University 1985 — 1987
Aircraft Engineering Technology
Julien P. Perret's Charles Schwab Experience May 2015 - Present
Job Sr. Manager, Operational Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
M&T Bank / Wilmington Trust Company January 2014 - May 2015
M&T Bank / Wilmington Trust SP Services (London) Limited May 2011 - January 2014
M&T Bank / Wilmington Trust Company February 2009 - June 2011
M&T Bank / Wilmington Trust Company July 2006 - April 2011
M&T Bank / Wilmington Trust Company August 2003 - July 2006
Skills
Audit (Financial,..., Risk Management, Financial Risk, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Services, Operational Risk..., Auditing, Banking, Analysis, Access, Management, Corporate Finance, Sarbanes-Oxley, Translation, Accounting, Enterprise Risk..., Capital Markets, Risk Assessment, Securities, Due Diligence, Leadership, AML, Global Regulatory..., Corporate Governance, Process and Control..., MS Office Suite..., Compliance, Anti Money Laundering, MLRO, KRI, Corporate Services...
Education
EDHEC Business School 2000 — 2003
Masters in Management
Goldey-Beacom College 2009 — 2009
MBA - Finance
Goldey-Beacom College 2005 — 2006
MBA
American Bankers Association (Online) 2010 — 2010
Online Seminar
American Bankers Association - Institute of Certified Bankers 2005 — 2007
CCTS
Charles Schwab May 2015 - Present
M&T Bank / Wilmington Trust Company January 2014 - May 2015
M&T Bank / Wilmington Trust SP Services (London) Limited May 2011 - January 2014
M&T Bank / Wilmington Trust Company February 2009 - June 2011
M&T Bank / Wilmington Trust Company July 2006 - April 2011
M&T Bank / Wilmington Trust Company August 2003 - July 2006
Skills
Audit (Financial,..., Risk Management, Financial Risk, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Services, Operational Risk..., Auditing, Banking, Analysis, Access, Management, Corporate Finance, Sarbanes-Oxley, Translation, Accounting, Enterprise Risk..., Capital Markets, Risk Assessment, Securities, Due Diligence, Leadership, AML, Global Regulatory..., Corporate Governance, Process and Control..., MS Office Suite..., Compliance, Anti Money Laundering, MLRO, KRI, Corporate Services...
Education
EDHEC Business School 2000 — 2003
Masters in Management
Goldey-Beacom College 2009 — 2009
MBA - Finance
Goldey-Beacom College 2005 — 2006
MBA
American Bankers Association (Online) 2010 — 2010
Online Seminar
American Bankers Association - Institute of Certified Bankers 2005 — 2007
CCTS
Anneke Blair's Charles Schwab Experience January 2000 - April 2002
Job Sr. Program Manager at TMobile
Industry Telecommunications
Experience
T-Mobile October 2014 - Present
T-Mobile July 2013 - October 2014
T-Mobile October 2012 - July 2013
T-Mobile July 2010 - October 2012
T-Mobile May 2009 - June 2010
T-Mobile June 2005 - May 2009
T-Mobile November 2004 - June 2005
QWEST COMMUNICATIONS CORP April 2001 - November 2004
Charles Schwab January 2000 - April 2002
Skills
Wireless, Telecommunications, Call Center, Customer Experience, Customer Service..., Mobile Technology, Vendor Management, Mobile Devices, Smartphones, Cross-functional Team..., Product Management, Customer Satisfaction, Program Management, Training Delivery, Team Leadership, Virtual Teams, Customer Experience..., Strategic Planning, Social Media, Call Centers, Professional..., Management, Team Management, Process Improvement, Training, Interviews, Coaching, Program Development, Innovation Development, SAP Cloud for Social..., Cloud Computing, Sales, Leadership, Customer Retention, Troubleshooting, Marketing, Product Development, Strategy, CRM, Mobile Communications, Workforce Management, Strategic Partnerships, Contact Centers, Customer Service, Team Building, Project Management, Business Analysis, Performance Management
Education
El Camino College
Redondo Union High School
T-Mobile October 2014 - Present
T-Mobile July 2013 - October 2014
T-Mobile October 2012 - July 2013
T-Mobile July 2010 - October 2012
T-Mobile May 2009 - June 2010
T-Mobile June 2005 - May 2009
T-Mobile November 2004 - June 2005
QWEST COMMUNICATIONS CORP April 2001 - November 2004
Charles Schwab January 2000 - April 2002
Skills
Wireless, Telecommunications, Call Center, Customer Experience, Customer Service..., Mobile Technology, Vendor Management, Mobile Devices, Smartphones, Cross-functional Team..., Product Management, Customer Satisfaction, Program Management, Training Delivery, Team Leadership, Virtual Teams, Customer Experience..., Strategic Planning, Social Media, Call Centers, Professional..., Management, Team Management, Process Improvement, Training, Interviews, Coaching, Program Development, Innovation Development, SAP Cloud for Social..., Cloud Computing, Sales, Leadership, Customer Retention, Troubleshooting, Marketing, Product Development, Strategy, CRM, Mobile Communications, Workforce Management, Strategic Partnerships, Contact Centers, Customer Service, Team Building, Project Management, Business Analysis, Performance Management
Education
El Camino College
Redondo Union High School
Matthew Petre's Charles Schwab Experience February 2013 - August 2015
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2015 - Present
Charles Schwab February 2013 - August 2015
Charles Schwab August 2011 - May 2013
Charles Schwab February 2010 - August 2011
Petre Glass & Mirror 2000 - 2009
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance, Information Systems
Deutsche Bank August 2015 - Present
Charles Schwab February 2013 - August 2015
Charles Schwab August 2011 - May 2013
Charles Schwab February 2010 - August 2011
Petre Glass & Mirror 2000 - 2009
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance, Information Systems
Jayavarthanan Swamy's Charles Schwab Experience February 2006 - March 2007
Job Senior Project Manager Banking at Majoris
Industry Information Technology and Services
Experience
Majoris Consultancy Services (P) Ltd February 2010 - Present
Guardian Life Insurance November 2008 - January 2010
Chrysler January 2008 - October 2008
Aon April 2007 - December 2007
Charles Schwab February 2006 - March 2007
American Express May 2005 - January 2006
First Health December 2004 - May 2005
CNA Insurance August 2004 - November 2004
GTE June 2001 - July 2004
Skills
Pre-sales, Resource Management, Vendor Management, System Architecture, Software Project..., SDLC
Education
Eastern Washington University
Master of computer Science
Majoris Consultancy Services (P) Ltd February 2010 - Present
Guardian Life Insurance November 2008 - January 2010
Chrysler January 2008 - October 2008
Aon April 2007 - December 2007
Charles Schwab February 2006 - March 2007
American Express May 2005 - January 2006
First Health December 2004 - May 2005
CNA Insurance August 2004 - November 2004
GTE June 2001 - July 2004
Skills
Pre-sales, Resource Management, Vendor Management, System Architecture, Software Project..., SDLC
Education
Eastern Washington University
Master of computer Science
Guy McKenzie's Charles Schwab Experience July 1986 - August 1988
Job Owner at Mckenzie Properties
Industry Real Estate
Experience
Mckenzie Properties January 2007 - Present
PrimeSource Mortgage, Inc. April 2005 - February 2009
The Davis Companies June 1996 - May 2005
AG Edwards March 1993 - March 1995
Little and Company Stock Brokerage July 1989 - June 1992
Charles Schwab July 1986 - August 1988
Skills
Marketing Strategy, Social Media, Public Speaking, Rentals, Negotiation, Team Building, Advertising, Customer Service, Management, Leases, Event Planning, Leadership, Sales Management, Real Estate, Real Estate Transactions, Mortgage Lending, Investments, Strategic Financial..., Life Coaching, Budgets, personal skills training, Divorce Care, Singles Sourcing, Investment Properties, Residential Homes, REO, Entrepreneurship, Microsoft Office, Finance
Education
Eastern New Mexico University 1979 — 1982
Bachelor of Business Administration (BBA), Management/Finance
Eastern New Mexico University 1979 — 1982
BBA- Finance Managment, Finance and Financial Management Services
Mckenzie Properties January 2007 - Present
PrimeSource Mortgage, Inc. April 2005 - February 2009
The Davis Companies June 1996 - May 2005
AG Edwards March 1993 - March 1995
Little and Company Stock Brokerage July 1989 - June 1992
Charles Schwab July 1986 - August 1988
Skills
Marketing Strategy, Social Media, Public Speaking, Rentals, Negotiation, Team Building, Advertising, Customer Service, Management, Leases, Event Planning, Leadership, Sales Management, Real Estate, Real Estate Transactions, Mortgage Lending, Investments, Strategic Financial..., Life Coaching, Budgets, personal skills training, Divorce Care, Singles Sourcing, Investment Properties, Residential Homes, REO, Entrepreneurship, Microsoft Office, Finance
Education
Eastern New Mexico University 1979 — 1982
Bachelor of Business Administration (BBA), Management/Finance
Eastern New Mexico University 1979 — 1982
BBA- Finance Managment, Finance and Financial Management Services
Nicholas Baccala, III's Charles Schwab Experience January 2008 - June 2010
Job Systems Engineer at Meredith College
Industry Information Technology and Services
Experience
Meredith College November 2012 - Present
Credit Suisse July 2011 - November 2012
PetPartners July 2010 - July 2011
Charles Schwab January 2008 - June 2010
ViUX Systems, Inc February 2007 - October 2007
Skills
SQL, Active Directory, Virtualization, VMware ESX, Red Hat Linux, Windows Server 2008, Citrix, Computer Hardware..., C++, MCDST, Windows 7, DHCP, Network Administration, Windows Server, SharePoint, Moodle, Backup Exec, Troubleshooting, Nagios, Kayako, Microsoft SQL Server, IIS, Microsoft Exchange, System Administration, BMC Remedy, VPN, Help Desk Support, System Deployment, Servers, Windows XP
Education
ECPI College of Technology 2005 — 2007
AAS, IT Networking and Security Management
Meredith College November 2012 - Present
Credit Suisse July 2011 - November 2012
PetPartners July 2010 - July 2011
Charles Schwab January 2008 - June 2010
ViUX Systems, Inc February 2007 - October 2007
Skills
SQL, Active Directory, Virtualization, VMware ESX, Red Hat Linux, Windows Server 2008, Citrix, Computer Hardware..., C++, MCDST, Windows 7, DHCP, Network Administration, Windows Server, SharePoint, Moodle, Backup Exec, Troubleshooting, Nagios, Kayako, Microsoft SQL Server, IIS, Microsoft Exchange, System Administration, BMC Remedy, VPN, Help Desk Support, System Deployment, Servers, Windows XP
Education
ECPI College of Technology 2005 — 2007
AAS, IT Networking and Security Management
Ben DeWitt's Charles Schwab Experience July 2006 - July 2010
Job Sr. Operations Analyst at Capital Investment Counsel
Industry Financial Services
Experience
Kaiser Permanente January 2014 - Present
Capital Investment Counsel July 2010 - January 2014
Charles Schwab July 2006 - July 2010
Skills
Banking, Business Analysis, Investments, Retirement Planning, Risk Management, Series 63, Financial Analysis, Financial Services, Equities, Asset Management, Customer Service, Leadership, Process Improvement, Project Management
Education
University of Colorado Denver 2004 — 2005
MS, Finance
Eastern Oregon University 1996 — 1997
MTE, Secondary Education
Montana State University-Bozeman 1991 — 1996
BA, English Literature
Kaiser Permanente January 2014 - Present
Capital Investment Counsel July 2010 - January 2014
Charles Schwab July 2006 - July 2010
Skills
Banking, Business Analysis, Investments, Retirement Planning, Risk Management, Series 63, Financial Analysis, Financial Services, Equities, Asset Management, Customer Service, Leadership, Process Improvement, Project Management
Education
University of Colorado Denver 2004 — 2005
MS, Finance
Eastern Oregon University 1996 — 1997
MTE, Secondary Education
Montana State University-Bozeman 1991 — 1996
BA, English Literature
Diana (Hibell) Walters's Charles Schwab Experience January 2010 - January 2012
Job Director of Business Development at Hudson Wealth Management LLC
Industry Financial Services
Experience
Hudson Wealth Management August 2013 - Present
Charles Schwab January 2010 - January 2012
UBS Investment Bank 2004 - 2009
Skills
Financial Analysis, Equities, Investments, Series 7, Financial Services, Financial Reporting, Business Planning, Microsoft Office, Finance, Business Analysis, Analysis, Mutual Funds, Data Analysis, Securities, Bloomberg, Trading Systems
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fairfield University
Hudson Wealth Management August 2013 - Present
Charles Schwab January 2010 - January 2012
UBS Investment Bank 2004 - 2009
Skills
Financial Analysis, Equities, Investments, Series 7, Financial Services, Financial Reporting, Business Planning, Microsoft Office, Finance, Business Analysis, Analysis, Mutual Funds, Data Analysis, Securities, Bloomberg, Trading Systems
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fairfield University
Paul Domasian's Charles Schwab Experience 1989 - 2005
Job Facilities Services Professional
Industry
Experience
Charles Schwab 1989 - 2005
Education
Far Eastern University
BSEE, Electrical Engineering
Charles Schwab 1989 - 2005
Education
Far Eastern University
BSEE, Electrical Engineering
Dency Baskaradhas's Charles Schwab Experience April 2010 - October 2012
Job Validation Engineer at Gemalto (Contractor)
Industry Financial Services
Experience
Gemalto November 2013 - Present
Charles Schwab April 2010 - October 2012
Dish Network April 2004 - April 2010
Sony Pictures Entertainment December 2003 - March 2004
Skills
SDLC, Agile Methodologies, Software Quality..., Requirements Analysis, Test Planning, Vendor Management, Integration, Process Improvement, Testing, Quality Assurance, Scrum, System Testing, Business Analysis, Unix, Oracle, Software Project..., Requirements Gathering, Visio, Quality Center, Agile Project Management, Business Requirements, User Acceptance Testing, SOA, Regression Testing, Test Management, Test Cases, HP Quality Center
Education
Fairleigh Dickinson University
MS, Computer Science, 4.0 GPA
Sathyabama Institute of Science and Technology
B.E, Computer Science
Gemalto November 2013 - Present
Charles Schwab April 2010 - October 2012
Dish Network April 2004 - April 2010
Sony Pictures Entertainment December 2003 - March 2004
Skills
SDLC, Agile Methodologies, Software Quality..., Requirements Analysis, Test Planning, Vendor Management, Integration, Process Improvement, Testing, Quality Assurance, Scrum, System Testing, Business Analysis, Unix, Oracle, Software Project..., Requirements Gathering, Visio, Quality Center, Agile Project Management, Business Requirements, User Acceptance Testing, SOA, Regression Testing, Test Management, Test Cases, HP Quality Center
Education
Fairleigh Dickinson University
MS, Computer Science, 4.0 GPA
Sathyabama Institute of Science and Technology
B.E, Computer Science
Caitlin Scallan's Charles Schwab Experience March 2014 - November 2014
Job JD & LLM in Taxation Candidate 2015
Industry Program Development
Experience
Charles Schwab March 2014 - November 2014
Wells Fargo Home Mortgage July 2012 - November 2013
University of Denver Wills Lab June 2012 - July 2012
Sturm College of Law January 2012 - May 2012
18th Judicial District, Douglas County, Division 3, Judge Caschette August 2011 - December 2011
Castle Stawiarski, LLC. May 2009 - July 2010
Skills
Tax Law, Legal Research, Legal Writing, International..., Corporate Tax, Estate Planning, Contract Law, Real Estate Transactions, Trust Management, Project Planning, Mediation, Team Leadership, Budget Management, Project Management, Analytical Skills, Financial Reporting, Report Writing, Leading Meetings, Budget Forecasts, Agile & Waterfall..., Process Flow..., Software Implementation, Legal Assistance, Real Estate Financing, Trust Deeds, Title Searches, Chain of Title, Title Insurance, Preparation of Wills, Foreclosures, Negotiation, Westlaw, Litigation, Procedure Development, Document Review, Performance Reporting, Communication, Employee Training, Training & Development, Problem Solving, ArcGIS, Amicus, Clarity, PeopleSoft, Microsoft Project, SharePoint..., Visio, Microsoft Excel, Ariba
Education
University of Denver 2012 — 2016
Master of Laws (LLM), Taxation
University of Denver - Sturm College of Law 2010 — 2016
Doctor of Law (JD)
University of Colorado Denver 2008 — 2009
BA, Political Science
Northern Illinois University 2007 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Elgin Community College 2005 — 2006
Associate of Arts (A.A.)
Dundee-Crown High School 2001 — 2005
High School Diploma
Charles Schwab March 2014 - November 2014
Wells Fargo Home Mortgage July 2012 - November 2013
University of Denver Wills Lab June 2012 - July 2012
Sturm College of Law January 2012 - May 2012
18th Judicial District, Douglas County, Division 3, Judge Caschette August 2011 - December 2011
Castle Stawiarski, LLC. May 2009 - July 2010
Skills
Tax Law, Legal Research, Legal Writing, International..., Corporate Tax, Estate Planning, Contract Law, Real Estate Transactions, Trust Management, Project Planning, Mediation, Team Leadership, Budget Management, Project Management, Analytical Skills, Financial Reporting, Report Writing, Leading Meetings, Budget Forecasts, Agile & Waterfall..., Process Flow..., Software Implementation, Legal Assistance, Real Estate Financing, Trust Deeds, Title Searches, Chain of Title, Title Insurance, Preparation of Wills, Foreclosures, Negotiation, Westlaw, Litigation, Procedure Development, Document Review, Performance Reporting, Communication, Employee Training, Training & Development, Problem Solving, ArcGIS, Amicus, Clarity, PeopleSoft, Microsoft Project, SharePoint..., Visio, Microsoft Excel, Ariba
Education
University of Denver 2012 — 2016
Master of Laws (LLM), Taxation
University of Denver - Sturm College of Law 2010 — 2016
Doctor of Law (JD)
University of Colorado Denver 2008 — 2009
BA, Political Science
Northern Illinois University 2007 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Elgin Community College 2005 — 2006
Associate of Arts (A.A.)
Dundee-Crown High School 2001 — 2005
High School Diploma
Clare Canale's Charles Schwab Experience November 2002 - April 2006
Job Investor Services Manager at Top Tier Capital Partners
Industry Financial Services
Experience
Top Tier Capital Partners April 2011 - Present
Paul Capital Partners June 2006 - April 2011
Charles Schwab November 2002 - April 2006
Hambrecht & Quist 1993 - 2001
Rickel & Associates September 1990 - May 1993
18 Farley Road School 1972 - 1986
Skills
Investments, Alternative Investments, Venture Capital, Private Equity, Portfolio Management, Investor Relations, Strategy, Marketing, Emerging Markets
Education
Fairfield University 1986 — 1990
B.A., Politics and Studio Art
Top Tier Capital Partners April 2011 - Present
Paul Capital Partners June 2006 - April 2011
Charles Schwab November 2002 - April 2006
Hambrecht & Quist 1993 - 2001
Rickel & Associates September 1990 - May 1993
18 Farley Road School 1972 - 1986
Skills
Investments, Alternative Investments, Venture Capital, Private Equity, Portfolio Management, Investor Relations, Strategy, Marketing, Emerging Markets
Education
Fairfield University 1986 — 1990
B.A., Politics and Studio Art
James Rosen's Charles Schwab Experience February 2008 - June 2012
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. July 2012 - Present
Charles Schwab February 2008 - June 2012
Education
Emory University School of Law 1988 — 1991
J.D., Law
University of Wisconsin-Madison 1983 — 1987
B.S., Political Science
J.P. Morgan Chase Bank, N.A. July 2012 - Present
Charles Schwab February 2008 - June 2012
Education
Emory University School of Law 1988 — 1991
J.D., Law
University of Wisconsin-Madison 1983 — 1987
B.S., Political Science
Eric Curts's Charles Schwab Experience October 2005 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2005 - Present
Skills
Series 7, Series 63, Retirement, Wealth Management, Securities, Mutual Funds, Retirement Planning, 401k, Financial Planning, IRAs, Customer Service, Microsoft Office
Education
Emporia State University 1998 — 2001
Bachelor's in Marketing, Marketing
Liberal High School 1994 — 1997
Charles Schwab October 2005 - Present
Skills
Series 7, Series 63, Retirement, Wealth Management, Securities, Mutual Funds, Retirement Planning, 401k, Financial Planning, IRAs, Customer Service, Microsoft Office
Education
Emporia State University 1998 — 2001
Bachelor's in Marketing, Marketing
Liberal High School 1994 — 1997
Eric Blake Jr's Charles Schwab Experience November 2011 - May 2012
Job Fiscal Services Specialist III at Industrial Commission of Arizona
Industry Accounting
Experience
Industrial Commission of Arizona May 2014 - Present
Arizona Board of Technical Registration November 2013 - May 2014
Arizona Board of Technical Registration July 2013 - October 2013
Corporate Job Bank March 2013 - July 2013
Matheson Inc. December 2012 - December 2012
Integrity Staffing Solutions October 2012 - November 2012
Charles Schwab November 2011 - May 2012
Ameriprise Financial Services, Inc. March 2011 - August 2011
Dillards May 2007 - July 2010
Wells Fargo July 2008 - September 2008
Skills
Microsoft Office 2010, 10 Key, PC, Cisco Technologies, Firefox, Wireless Networking, Wireless Security, Android, Property & Casualty..., A/R Management, A/R collections, A/R analysis, Direct Sales, Sales, Customer Service, Customer Acquisition, Customer Retention, Retail, Banking, Checks, Deposits, Call Center, Cold Calling, Inbound Lead Generation, Marketing, Telephone, Dialers, Customer Satisfaction, Management, Data Entry, Small Business, Account Reconciliation, Finance, Call Centers
Education
Western International University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Northern Arizona University 2004 — 2004
Arizona State University West 2002 — 2003
Estrella Mountain Community College 1999 — 2001
Associate's degree, Global Business
Industrial Commission of Arizona May 2014 - Present
Arizona Board of Technical Registration November 2013 - May 2014
Arizona Board of Technical Registration July 2013 - October 2013
Corporate Job Bank March 2013 - July 2013
Matheson Inc. December 2012 - December 2012
Integrity Staffing Solutions October 2012 - November 2012
Charles Schwab November 2011 - May 2012
Ameriprise Financial Services, Inc. March 2011 - August 2011
Dillards May 2007 - July 2010
Wells Fargo July 2008 - September 2008
Skills
Microsoft Office 2010, 10 Key, PC, Cisco Technologies, Firefox, Wireless Networking, Wireless Security, Android, Property & Casualty..., A/R Management, A/R collections, A/R analysis, Direct Sales, Sales, Customer Service, Customer Acquisition, Customer Retention, Retail, Banking, Checks, Deposits, Call Center, Cold Calling, Inbound Lead Generation, Marketing, Telephone, Dialers, Customer Satisfaction, Management, Data Entry, Small Business, Account Reconciliation, Finance, Call Centers
Education
Western International University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Northern Arizona University 2004 — 2004
Arizona State University West 2002 — 2003
Estrella Mountain Community College 1999 — 2001
Associate's degree, Global Business
Edward Polley's Charles Schwab Experience March 2004 - June 2008
Job Data Architect at Ascension Insurance, Inc.
Industry
Experience
Ascension Insurance, Inc. October 2014 - Present
Reply.com April 2011 - October 2014
County of Alameda, CA July 2008 - April 2011
Charles Schwab March 2004 - June 2008
Skills
Microsoft SQL Server, PostgreSQL, MySQL, DB2, SQL, Databases, Linux, SQL Server, Oracle Enterprise..., Database Administration, Data Modeling, Performance Tuning, SQL Tuning, SSRS, SSIS, T-SQL, C, Replication, Stored Procedures, Business Intelligence, SSAS
Education
Eastern Michigan University
Bachelor of Science (BS), Computer Science, 3.5
Ascension Insurance, Inc. October 2014 - Present
Reply.com April 2011 - October 2014
County of Alameda, CA July 2008 - April 2011
Charles Schwab March 2004 - June 2008
Skills
Microsoft SQL Server, PostgreSQL, MySQL, DB2, SQL, Databases, Linux, SQL Server, Oracle Enterprise..., Database Administration, Data Modeling, Performance Tuning, SQL Tuning, SSRS, SSIS, T-SQL, C, Replication, Stored Procedures, Business Intelligence, SSAS
Education
Eastern Michigan University
Bachelor of Science (BS), Computer Science, 3.5
Margaret Birdsall's Charles Schwab Experience February 1997 - July 2006
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab February 1997 - July 2006
Education
Fashion Institute of Technology
Bachelor of Science (B.S.), Marketing and Textiles
Charles Schwab February 1997 - July 2006
Education
Fashion Institute of Technology
Bachelor of Science (B.S.), Marketing and Textiles
Victor Diaz Jr's Charles Schwab Experience September 2014 - Present
Job Attended The University of Texas at El Paso
Industry Public Relations and Communications
Experience
Charles Schwab September 2014 - Present
Charles Schwab September 2014 - Present
United Blood Services August 2013 - March 2014
Alorica April 2009 - July 2009
Affiliated Computer Services February 2008 - November 2008
Beer Bellies Real Sports Bar and Grill December 2005 - September 2006
Skills
Workforce Management, Customer Service, Call Centers, Customer Experience, Customer Satisfaction, Team Leadership, Leadership, Training, Customer Retention, Management, Inbound Marketing, Technical Support, Team Building, Coaching, Account Management, Recruiting, Salesforce.com, CRM, Process Improvement, Operations Management, Troubleshooting, Social Networking, Teamwork, Sales, Networking
Education
The University of Texas at El Paso 2010 — 2012
Bachelor's degree, Communication and Media Studies
El Paso Community College 2006 — 2009
Mass Communications, Advertising and Public Relations
Charles Schwab September 2014 - Present
Charles Schwab September 2014 - Present
United Blood Services August 2013 - March 2014
Alorica April 2009 - July 2009
Affiliated Computer Services February 2008 - November 2008
Beer Bellies Real Sports Bar and Grill December 2005 - September 2006
Skills
Workforce Management, Customer Service, Call Centers, Customer Experience, Customer Satisfaction, Team Leadership, Leadership, Training, Customer Retention, Management, Inbound Marketing, Technical Support, Team Building, Coaching, Account Management, Recruiting, Salesforce.com, CRM, Process Improvement, Operations Management, Troubleshooting, Social Networking, Teamwork, Sales, Networking
Education
The University of Texas at El Paso 2010 — 2012
Bachelor's degree, Communication and Media Studies
El Paso Community College 2006 — 2009
Mass Communications, Advertising and Public Relations
Mark Canale's Charles Schwab Experience May 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
JPMorgan Chase & Co. February 2015 - May 2015
Scottrade April 2010 - February 2015
optionsXpress May 2008 - April 2010
Scottrade July 2005 - May 2008
Scottrade January 2004 - May 2005
Education
University of Illinois at Chicago 2003 — 2005
Bachelor of Science (B.S.), Marketing
Elgin Community College 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Streamwood High School
Charles Schwab May 2015 - Present
JPMorgan Chase & Co. February 2015 - May 2015
Scottrade April 2010 - February 2015
optionsXpress May 2008 - April 2010
Scottrade July 2005 - May 2008
Scottrade January 2004 - May 2005
Education
University of Illinois at Chicago 2003 — 2005
Bachelor of Science (B.S.), Marketing
Elgin Community College 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Streamwood High School
James Giordano's Charles Schwab Experience October 2002 - Present
Job Operations Management ~ Call Center Management ~ Client Relations ~ Customer Service ~ Process Improvement
Industry Financial Services
Experience
Charles Schwab October 2002 - Present
Finespun Photography July 2006 - October 2011
Charles Schwab December 1994 - October 2002
Charles Schwab November 1992 - December 1994
McDonnell Douglas Helicopter Co. 1984 - 1992
McDonnell Douglas 1982 - 1984
Skills
Financial Services, Risk Management, Portfolio Management, Mutual Funds, Management, Employee Engagement, Asset Management, Business Process..., Operations Management, Leadership, Aeronautics, FAA Licensed Pilot, Aerospace Manufacturing, Coaching Staff, Training, Customer Service, Client Relations, Call Center Management, Investments, Coaching, Series 7, Process Improvement, Call Centers
Education
Embry-Riddle Aeronautical University 1979 — 1982
BS, Aeronautical Science
Embry-Riddle Aeronautical University
Charles Schwab October 2002 - Present
Finespun Photography July 2006 - October 2011
Charles Schwab December 1994 - October 2002
Charles Schwab November 1992 - December 1994
McDonnell Douglas Helicopter Co. 1984 - 1992
McDonnell Douglas 1982 - 1984
Skills
Financial Services, Risk Management, Portfolio Management, Mutual Funds, Management, Employee Engagement, Asset Management, Business Process..., Operations Management, Leadership, Aeronautics, FAA Licensed Pilot, Aerospace Manufacturing, Coaching Staff, Training, Customer Service, Client Relations, Call Center Management, Investments, Coaching, Series 7, Process Improvement, Call Centers
Education
Embry-Riddle Aeronautical University 1979 — 1982
BS, Aeronautical Science
Embry-Riddle Aeronautical University
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank