Charles Schwab

Industry: Financial services company

Description

The 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
Andrea Lockard Andrea Lockard Fort Myers, Florida Details
Andrea Lockard's Charles Schwab Experience March 2015 - July 2015
Job Recruiting Program Specialist at Gartner
Industry Human Resources
Experience
Gartner  August 2015 - Present
Charles Schwab   March 2015 - July 2015
CNA Insurance  September 2013 - February 2015
Chicago Tribune Media Group  February 2010 - September 2013
City Staffing  May 2008 - January 2010
Gravina, Smith, & Matte   August 2006 - December 2006

Skills
Recruiting, Applicant Tracking..., Social Networking, Sales, Event Planning, College Recruiting, Onboarding, Cold Calling, Talent Acquisition, Advertising, Microsoft Office, iCIMS, PeopleSoft, Building Relationships, Employee Relations, Interviews, Networking, Management, Internet Recruiting, Public Relations, Talent Management, Human Resources, Temporary Placement, Staffing Services, Training

Education
Florida State University   2002 — 2006
Bachelor of Arts, Communications, International Affairs

Florida State University International Program
Florence, Italy

Ft. Myers High School

Bernie Davis CFP ® Bernie Davis CFP ® Denver, Colorado Details
Bernie Davis CFP ®'s Charles Schwab Experience June 1995 - May 2006
Job Registered Investment Advisor Representative at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2011 - Present
TIAA-CREF  May 2006 - July 2011
Charles Schwab   June 1995 - May 2006
Fidelity Investments  March 1993 - June 1995

Skills
Financial Services, Investments, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66, Life Insurance, Fixed Annuities, Variable Annuities, Fixed Income, FINRA, Risk Management

Education
Fordham University
Bachelor's Degree, Business Administration - Finance

Fordham University
Bachelor’s Degree, Finance, General

Lita Reyes Lita Reyes San Francisco Bay Area Details
Lita Reyes's Charles Schwab Experience 2005 - 2008
Job Sustainability & Engagement Executive
Industry Renewables & Environment
Experience
ecoAmerica  2014 - Present
TomKat Charitable Trust   2010 - 2014
Lee Hecht Harrison  2009 - 2014
Reyes Marketing   1998 - 2014
Wildlife Conservation Network  2007 - 2008
Charles Schwab   2005 - 2008
GirlSource  2004 - 2006
Sprint  1997 - 1998
ATT - American Telephone and Telegraph   1995 - 1997
Marketing Drive Worldwide  1994 - 1995

Skills
Philanthropy, Strategic Planning, Social Entrepreneurship, Consumer Behavior, Non-profits, Donor Management, Marketing Strategy, Food, Nonprofits, Leadership Development, Strategy, Leadership, Strategic Partnerships, Consumer Behaviour, CRM, Start-ups, Program Management, Management, Marketing, Cross-functional Team...

Education
Florida Atlantic University
Masters, Business Administration

University of Florida
BS, Business Administration, with Minor, Asian Studies

Maria Gabriela Aguirre Maria Gabriela Aguirre Orlando, Florida Area Details
Maria Gabriela Aguirre's Charles Schwab Experience September 2010 - November 2010
Job Financial Analyst at Lockheed Martin Missiles and Fire Control
Industry Financial Services
Experience
Lockheed Martin  November 2010 - Present
Charles Schwab   September 2010 - November 2010
UCF/Lockheed Martin MFC   October 2009 - August 2010
Zara  May 2008 - October 2009
SSA  May 2009 - September 2009
Junior Achievement  August 2008 - December 2008

Skills
Leadership, Analysis, Management, Customer Service, Time Management, Finance, Databases, Logistics, Credit, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Marketing, PowerPoint

Education
Florida Institute of Technology   2013 — 2015
Master of Business Administration (MBA)

University of Central Florida   2008 — 2010
Bachelor of Science, Business Administration; Finance

Anat Nulman Anat Nulman San Francisco Bay Area Details
Anat Nulman's Charles Schwab Experience 2008 - 2010
Job Business Development, Sales and Training Consultant at OrCam
Industry Marketing and Advertising
Experience
OrCam  December 2013 - Present
BSSL   2010 - Present
www.improva.com   2013 - 2014
Apollo Group  2011 - 2013
Charles Schwab   2008 - 2010
Optionetics  2006 - 2008
Optionetics  2004 - 2006
Previous Marketing Experience   2003 - 2004

Skills
Spanish, English, Analytical Skills, Russian, Hebrew, Online Advertising, Strategic Planning, Social Media, Direct Marketing, Lead Generation, Marketing, Strategic Partnerships, Analytics, Product Management, Marketing Strategy, Market Research, Integrated Marketing, SEO, Strategy, Business Development, Cross-functional Team..., Leadership, Market Planning, PPC, Product Development, Market Analysis, Entrepreneurship, Advertising, Marketing Management, Project Management, Customer Acquisition, Copywriting, Management, Digital Media, Sales, Product Marketing, E-commerce, Team Building, Competitive Analysis, Social Media Marketing, Budgets, Email Marketing, Event Planning, Sales Management, Web Analytics, Sales Operations, Product Communication, Strategic Communications, Strategic Leadership, Localization

Education
San Jose State University
Bachelor's degree, Business Administration & Marketing, 3.8 GPA

Foothill College
Associate of Science (A.S.), Business Administration, 3.9 GPA

The Hebrew University
Bachelor's degree, Sociology, Anthropology, International Relations

University of Haifa
Certificate of Completion, Marketing, Advertising & PR

Ryan Starling Ryan Starling Orlando, Florida Area Details
Ryan Starling's Charles Schwab Experience February 2011 - March 2013
Job Internal Wholesaler
Industry Financial Services
Experience
CNL Securities Corp  March 2013 - Present
Charles Schwab   February 2011 - March 2013
OTIS  February 2010 - January 2011
Morgan Stanley Smith Barney  October 2009 - February 2010
OTIS  May 2008 - October 2009
Merrill Lynch  August 2007 - April 2008
Eddie Huggins Land Grading Co.   May 2007 - August 2007
Indian River State College  May 2006 - August 2006

Education
Florida State University   2005 — 2008
Bachelor of Science, Finance

Kimberly Westerfield Kimberly Westerfield Orlando, Florida Area Details
Kimberly Westerfield's Charles Schwab Experience April 2004 - October 2005
Job Senior Associate Portfolio Consultant
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc.   July 2014 - Present
Schwab Private Client Investment Advisory, Inc.   January 2012 - July 2014
Charles Schwab and Co., Inc.   November 2005 - December 2012
Charles Schwab   April 2004 - October 2005
State Farm  October 2002 - April 2004
Charles Schwab   September 2000 - October 2002

Skills
Wealth Management, Series 7, Series 63, Retirement Planning, Portfolio Management

Education
Florida Southern College   1996 — 1999
Bachelor of Science (B.S.), Business Management, with a concentration in a Human Resources Management

Marshall University   1992 — 1996
Dietetics

Sharonda L. Britton Sharonda L. Britton Bentonville, Arkansas Details
Sharonda L. Britton's Charles Schwab Experience January 2000 - March 2004
Job Passionate. ConsumerFocused. Innovator. www.SharondaLBritton.com
Industry Retail
Experience
Walmart  February 2014 - Present
Walmart  June 2011 - January 2014
McCormick & Company Inc.   December 2008 - June 2011
Cadbury Schweppes  August 2007 - August 2008
Colgate-Palmolive  2006 - 2007
National Hispanic Corporate Council   2006 - 2007
Pepsi Bottling Group  2004 - 2006
Charles Schwab   January 2000 - March 2004

Skills
Shopper Marketing, Customer Insight, Marketing Strategy, Retail, Strategy, Merchandising, Media Planning, Marketing, Brand Management, Strategic Planning, Data Analysis, Management, Market Planning, Creative Direction, Project Management, FMCG, Sponsorship, Business Planning, Product Development, Leadership, Strategic Partnerships, Consumer Products, Integrated Marketing, Segmentation, Competitive Analysis, Budgets

Education
Florida Agricultural and Mechanical University   1994 — 1999
B.S., Business

Curtis Kaslewicz Curtis Kaslewicz Orlando, Florida Area Details
Curtis Kaslewicz's Charles Schwab Experience April 1997 - November 2000
Job Enrolled agent with H&R Block
Industry Accounting
Experience
H&R Block  2014 - Present
Jackson Hewitt  August 2012 - Present
BNY Mellon  November 2005 - February 2014
Charles Schwab   April 1997 - November 2000

Skills
Accounting, Tax Preparation, Microsoft Excel, QuickBooks, Account Reconciliation, Accounts Payable, Peachtree, General Ledger, Accounts Receivable, Financial Statements, GAAP, Bank Reconciliation, Bookkeeping, Financial Reporting, Accruals, Journal Entries

Education
Florida Southern College   2002 — 2005
Bachelor of Science (B.S.), Accounting, 3.5 overall

University of Florida   1974 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2 overall

Barbara Waite Barbara Waite San Francisco Bay Area Details
Barbara Waite's Charles Schwab Experience March 2015 - Present
Job Sr. Talent Management/OD Consultant (Contract) at Charles Schwab
Industry Human Resources
Experience
Charles Schwab   March 2015 - Present
Waite Consulting   1998 - Present
Raptor Pharmaceuticals  2014 - 2014
Freed Associates  2012 - 2012
Genentech/Roche  2010 - 2011
Visa  2008 - 2008
Blue Shield of California  1999 - 2007
Genentech  2005 - 2005
Barclays Global Investors (currently BlackRock)   1994 - 1998
Bank of America  1983 - 1993

Skills
Performance Management, Organizational..., Onboarding, Talent Management, Human Resources, Succession Planning, Employee Engagement, Leadership Development, HR Consulting, Training, Management, Employee Relations, Employee Benefits, Career Development, Recruiting, Interviews, Compensation Structures, Management Development, Leadership, Program Management, HR Project Management, Compensation Structure..., Workshop Facilitation, Organizational Design, Legal Compliance, Employment Law, Strategy, Change Management, Onboarding Program..., Needs Assessment

Education
Florida International University
Bachelors, Business, Management

R.J. Ertmer R.J. Ertmer Greater Denver Area Details
R.J. Ertmer's Charles Schwab Experience September 2014 - Present
Job Attorney
Industry Law Practice
Experience
Charles Schwab   September 2014 - Present
The Babcock Law Firm   February 2014 - May 2014
Florida East Coast Railway  January 2012 - August 2012
Fidelity Investments  June 2011 - August 2011
Halifax Legal LLC   May 2011 - July 2011
University of Colorado, College of Music   August 2009 - July 2010
Diversified Asset Management Inc   February 2008 - July 2010
University of Colorado Recycling   November 2006 - May 2010
Delta Chi Fraternity  July 2008 - December 2008

Skills
Legal Writing, Legal Research, Microsoft Office, Civil Litigation, Litigation, Corporate Law, Research, Leadership, Mergers & Acquisitions, Analysis

Education
University of Denver - Sturm College of Law   2013 — 2013
Doctor of Law (JD)

Florida Coastal School of Law   2010 — 2013
JD, Law

University of Colorado Boulder - Leeds School of Business   2006 — 2010
BSBA, Finance

Patrick Hamlin Patrick Hamlin Orlando, Florida Area Details
Patrick Hamlin's Charles Schwab Experience July 2012 - Present
Job Investment Services
Industry Financial Services
Experience
Charles Schwab   July 2012 - Present
Crowne Plaza Hotel  September 2011 - January 2012
Brian Owens for Congress   2012 - 2012
United Parcel Service  December 2006 - December 2011
Congressman Mario Diaz-Balart  May 2008 - August 2008
Congressman Mario Diaz-Balart  May 2008 - August 2008
Pittsfield Country Club   May 2007 - July 2007

Skills
Microsoft Office, Management, Golf Outings, Public Speaking, Government, Customer Relations, International Relations, Excel, PowerPoint, Outlook, Word, Negotiation, Customer Service, Access, Research, Microsoft Word, Leadership

Education
Florida State University   2008 — 2011
Bachelor of Science, Business Management

Florida State University   2008 — 2011
BS; Business Management; Accounting; Finance, Marketing, Business Law, Professional Sales

Florida State University - College of Business   2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General

Lely High School   2006 — 2010
High School Diploma

Lorri Lee Lown Lorri Lee Lown San Francisco Bay Area Details
Lorri Lee Lown's Charles Schwab Experience July 1999 - April 2001
Job Head Coach + Bike Fit Specialist at Savvy Bike
Industry Sports
Experience
Savvy Bike   October 2011 - Present
Velo Girls   February 2002 - Present
Pactimo  October 2013 - Present
Woodside Beasts High School Mountain Bike Team   October 2014 - Present
REV Endurance Cycling   December 2014 - Present
Specialized Women Sports Camp   August 2013 - August 2013
Menlo Park Grand Prix   March 2006 - July 2013
Sea Otter Classic  September 2010 - April 2012
Summit Bcycles   September 2002 - September 2006
Charles Schwab   July 1999 - April 2001

Skills
Teaching, Event Management, Public Speaking, Sports, Sports Management, Sports Industry, Cycling, Fitness, Bicycle, Public Relations, Event Planning, Coaching, Sports Marketing, Marketing, Social Media Marketing, Community Outreach, Leadership, Entrepreneurship, Facebook, Press Releases, Customer Service, Social Media, Media Relations, Marketing Strategy, Social Networking, Sponsorship, Fundraising, Triathlon, Editing, Nonprofits, Volunteer Management, Blogging, Strategic Planning, Retail, Athletics, Marketing Communications, Management, Community Development, Online Marketing, Strength Training, Fitness Training, Trade Shows, Athletic Training

Education
Foothill College   2001 — 2002
California Certificate (30 credits), Personal Fitness Training + Adaptive Fitness

Syracuse University - Martin J. Whitman School of Management   1995 — 1998
MBA, Organizational Management

Ithaca College   1983 — 1987
BFA, Theatre Arts Management

Southside High School   1979 — 1983

Wayne Fieldsa Wayne Fieldsa San Francisco Bay Area Details
Wayne Fieldsa's Charles Schwab Experience August 1994 - June 2001
Job General Manager at Fieldsa Vineyards
Industry Wine and Spirits
Experience
Fieldsa Vineyards   June 2001 - Present
Charles Schwab   August 1994 - June 2001
Fidelity Investments  August 1988 - August 1994
EF Hutton  February 1971 - August 1988

Skills
Marketing Strategy, Wine, Change Management, Strategic Planning, Sales, Event Management, Start-ups, Marketing, Portfolio Management, Budgets

Education
Florida State University   1967 — 1971

Sandra Puranda Sandra Puranda Daytona Beach, Florida Area Details
Sandra Puranda's Charles Schwab Experience August 1993 - June 2004
Job Senior Registered Client Associate, Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2013 - Present
ViSalus  2012 - 2013
Merrill Lynch  February 2008 - 2012
PRC  February 2005 - February 2007
Charles Schwab   August 1993 - June 2004

Skills
Investments, Investment Products, Financial Services, Mutual Funds, Retirement, Options, Retirement Planning, Investment Strategies, Trading, Sales Management, ETFs, Team Leadership, Financial Advisory, Asset Allocation, Training, Bonds, IRAs, Financial Markets, Securities, Alternative Investments, Leadership, Equities, Brokerage, 401k Rollovers, 529 Plans, Roth IRA, Rollovers, Personal Finance, Inbound Marketing, Retirement Plan..., Business Development, IRA's, IRA Rollovers, Investment Planning, Portfolio Planning, Operations Management, Coaching

Education
Florida International University

Juan Remacha Juan Remacha Orlando, Florida Area Details
Juan Remacha's Charles Schwab Experience August 2014 - Present
Job Florida State Alumni
Industry Financial Services
Experience
Charles Schwab   August 2014 - Present
Chase  August 2013 - Present
Dpt Highway Safety   May 2011 - June 2013
Hotel Duval  January 2011 - May 2011

Skills
Government, Policy, Emergency Management, Enforcement, Private Investigations, Public Safety, Police, Program Management, Policy Analysis, Public Speaking, Investigation, Data Entry, Microsoft Word, Microsoft Office, PowerPoint, Research, Customer Service

Education
Florida State University   2009 — 2013
Bachelor of Science, Finance

Jennifer Puente- Ruizcalderon Jennifer Puente- Ruizcalderon Orlando, Florida Area Details
Jennifer Puente- Ruizcalderon's Charles Schwab Experience November 2013 - June 2014
Job Operations Analyst at Inxent Inc.
Industry Accounting
Experience
Inxent Inc.   June 2014 - Present
Charles Schwab   November 2013 - June 2014
Full Sail University  July 2012 - November 2013
Full Sail University  January 2011 - October 2012
Full Sail University  January 2011 - August 2012
Universal Auto Body   October 2010 - January 2011
Doral Business Council  August 2008 - May 2010
Lidsky, Vaccaro, & Montes P.A.   June 2005 - August 2008
Hialeah Senior High School's Adult Education Program   February 2008 - April 2008

Skills
Training, Public Relations, Student Financial Aid, Public Speaking, Event Planning, Social Networking, Strategic Planning, Customer Service, Social Media, Analysis, Fundraising, Non-profits, Spanish, Event Management, COD, Higher Education, Leadership, Time Management, Microsoft Word, Research

Education
Florida International University   2008 — 2010
Bachelors, Public Administration

Miami Dade College   2004 — 2008
Associates, General Studies

Ryan Haffey, CFP® Ryan Haffey, CFP® Palm Beach, Florida Details
Ryan Haffey, CFP®'s Charles Schwab Experience May 2000 - November 2011
Job Private Financial Advisor at SunTrust Investment Services, Inc. Private Wealth Management
Industry Financial Services
Experience
SunTrust Investment Services, Inc. - Private Wealth Management   November 2011 - Present
Charles Schwab   May 2000 - November 2011

Education
Florida State University   1995 — 1999
Finance

Jean Reder Jean Reder Greater Atlanta Area Details
Jean Reder's Charles Schwab Experience September 2008 - November 2011
Job Client Service Manager at CornerCap Investment Counsel
Industry Financial Services
Experience
CornerCap Investment Counsel  September 2014 - Present
Anthony Smith Advisors, Inc.   December 2011 - September 2014
Charles Schwab   September 2008 - November 2011
Raymond James Financial Inc.  April 2007 - May 2008

Education
Florida State University   2004 — 2008

University of Georgia - Terry College of Business
Executive Progam for Financial Planning Certification

Bill Herrin Bill Herrin Phoenix, Arizona Details
Bill Herrin's Charles Schwab Experience 1999 - 2007
Job Global Business Development and Training at DeMark Analytics
Industry Financial Services
Experience
DeMark Analytics LLC  April 2015 - Present
AXA US  2007 - 2009
Charles Schwab   1999 - 2007

Skills
Team Building, Training, Sales, Marketing, Leadership, Strategy, New Business Development, Social Networking, Strategic Planning, Coaching, Technical Analysis, Market Timing, Public Speaking, Management, Investments, Finance, Sales Management

Education
Fort Lewis College   1993 — 1997
Bachelor of Arts, Business Administration/Finance

Dawn Majluf Dawn Majluf Denver, Colorado Details
Dawn Majluf's Charles Schwab Experience March 2005 - October 2007
Job Asst. Vice President, Trust & Estate Advisor at Comerica Bank
Industry Banking
Experience
Comerica Bank  August 2008 - Present
Valley Bank & Trust  October 2007 - August 2008
Charles Schwab   March 2005 - October 2007
City of Westminster  May 2004 - March 2005
Citizens Trust & Investment Corporation   March 1993 - May 2004

Skills
Trust Management, Investment Advisory, Strategic Financial..., Project Management, Fiduciary Services, New Business Development, Sales Presentations, Retirement Planning, Charitable Trusts, Estate Administration

Education
Fort Lewis College   1987 — 1992
Bachelor of Arts (B.A.), English/Communications, Cum Laude

Maher S. Saieh Maher S. Saieh Miami/Fort Lauderdale Area Details
Maher S. Saieh's Charles Schwab Experience October 2011 - August 2012
Job Investment Analyst at Merrill Lynch, 2015 CFA Level III Candidate
Industry Financial Services
Experience
Merrill Lynch  March 2015 - Present
BaseFirma   March 2014 - February 2015
State Farm Insurance  August 2012 - March 2014
U.S. Department of Commerce   January 2013 - June 2013
Charles Schwab   October 2011 - August 2012

Skills
Finance, Sales, Financial Analysis, Insurance, Financial Services, Bloomberg Terminal, Banking, Microsoft Excel, Customer Service, Trend Analysis, PowerPoint, Leadership, Underwriting, Microsoft Office, Microsoft Word, Corporate Finance, Outlook, Teamwork, Series 7, Analysis, Retail, Depositions, Insurance Law, Bloomberg Software, LexisNexis, ISO, ADD123, ThomsonOne, Legal, Court Appearances, Court Proceedings, Legal Procedures, Medical Coding, Financial Modeling, Market Research, Financial Reporting, Portfolio Management

Education
Florida International University   2012 — 2013
Master's of Science in Finance, Finance

Florida State University   2007 — 2011
Bachelor, Economics, Finance

Tim Reyes, AIF®, NSSA® Tim Reyes, AIF®, NSSA® Miami/Fort Lauderdale Area Details
Tim Reyes, AIF®, NSSA®'s Charles Schwab Experience November 2013 - Present
Job VPFinancial Consultant at Charles Schwab, Accredited Investment Fiduciary®
Industry Financial Services
Experience
Charles Schwab   November 2013 - Present
TD Ameritrade  March 2005 - August 2013
Charles Schwab   September 2002 - February 2005
Charles Schwab   1997 - 2002
Charles Schwab   1993 - 1997
Lew Lieberbaum and Assoc.   1991 - 1993
JW Gant Broker Dealer   1989 - 1991
US ARMY  May 1986 - May 1989
US ARMY  May 1972 - May 1979

Education
Florida Atlantic University   1981 — 1983

St. Petersburg College   1979 — 1981
Associate of Arts (AA), Engineering Technology, General

Michele Rodon-Carver Michele Rodon-Carver Orlando, Florida Area Details
Michele Rodon-Carver's Charles Schwab Experience August 2014 - March 2015
Job Vice President, Trust Advisor with SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust  April 2015 - Present
Charles Schwab   August 2014 - March 2015
Raymond James Trust, N.A.   June 2012 - August 2014
Law Office of Lynn Aust   August 2010 - June 2012
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.   October 2005 - August 2010

Skills
Estate Planning, Probate, Wills, Trusts, Trust Services, Charitable Trusts, Estate Administration

Education
Florida Agricultural and Mechanical University, College of Law   2006 — 2010
J.D., Law

Rollins College   2005 — 2008
Organizational Communication, B.A.

Samuel Nelson Samuel Nelson Orlando, Florida Area Details
Samuel Nelson's Charles Schwab Experience June 2015 - Present
Job General Manager at Chipotle Mexican Grill
Industry Restaurants
Experience
Charles Schwab   June 2015 - Present
Chipotle Mexican Grill  December 2011 - February 2015
Chipotle Mexican Grill  July 2009 - December 2011
Central Florida Kraze/Krush Soccer Club   March 2006 - December 2010
Barclays Wealth  June 2010 - July 2010

Skills
Customer Service, Time Management, Facebook, PowerPoint, Microsoft Office, Microsoft Word, Restaurant Management, Microsoft Excel, Process Scheduler, Event Planning, Outlook, Inventory Management

Education
University of Central Florida - College of Business Administration   2009 — 2011
Bachelor of Business Administration (BBA), Finance, General

Florida State University   2007 — 2009
Associate of Arts, General Studies

Risa (Clarissa) Dimacali Risa (Clarissa) Dimacali San Francisco, California Details
Risa (Clarissa) Dimacali's Charles Schwab Experience 2005 - 2010
Job Aspiring Wealth Manager. My goal is to help people do well and live well with money.
Industry Financial Services
Experience
Aspiriant  2014 - Present
Wells Fargo  2012 - 2014
Prosper Marketplace, Inc.   2011 - 2012
Charles Schwab   2005 - 2010
World Savings Bank  2002 - 2005
CARANA Corporation  2000 - 2002
Intuit Corporation  2000 - 2001
JD Power Clubs (aka carclub.com)   1998 - 2001

Skills
Web Analytics, User Experience, Email Marketing, Conversion Optimization, SEM, Content Strategy, Interaction Design, Public Relations, Advertising, User Generated Content, Product Managers, Web Marketing, Start-ups, Blogging, E-commerce, Online Advertising, Marketing Strategy, Team Leadership, Strategic Partnerships, SEO, Product Marketing, Integrated Marketing, Marketing Communications, Strategy, Competitive Analysis, Social Media Marketing, Lead Generation, Creative Direction, Marketing, Social Networking, Digital Marketing, Social Media, Marketing Management, Cross-functional Team..., Multi-channel Marketing, Online Marketing

Education
University of Virginia - Darden Graduate School of Business Administration
MBA

University of California, Berkeley   2012 — 2015
Professional Certification

Florida State University
BA

Coralette Waite Coralette Waite Indianapolis, Indiana Details
Coralette Waite's Charles Schwab Experience December 2010 - December 2011
Job Attorney At Law
Industry Law Practice
Experience
The Law Office of Kenneth L. Riggins   October 2011 - Present
Charles Schwab   December 2010 - December 2011
Charles Schwab and Co., Inc   December 2010 - December 2011
The Dept. of Public Advocacy, KY   May 2009 - August 2009
Murphysboro Office of Public Defense   August 2008 - December 2008

Skills
General Litigation, Personal Injury..., Social Security..., Probate, Courts, Trials, Legal Issues, Criminal Law, Legal Writing, Legal Research, Motions, Civil Litigation, Westlaw, Juvenile Law, Estate Planning, Trusts, Arbitration, Legal Assistance, Mediation, Dispute Resolution, Litigation Support, Family Law, Probation, Personal Injury, Litigation

Education
Southern Illinois University School of Law   2007 — 2009
Doctor of Law (J.D.), Law

Alben W. Barkley School of Law   2006 — 2008
Doctor of Law (J.D.) Candidare, Law

Florida State University   2003 — 2006
Bachelor's of Science, Psychology; General Business Administration

Isaac Roach, CRC® Isaac Roach, CRC® Cleveland/Akron, Ohio Area Details
Isaac Roach, CRC®'s Charles Schwab Experience June 2000 - January 2005
Job Financial Consultant
Industry Investment Management
Experience
International Assets Advisory  December 2014 - Present
Citizens Bank  March 2007 - October 2014
Fifth Third Bank  2005 - 2007
Charles Schwab   June 2000 - January 2005

Skills
Investments, Series 7, Uniform Combined State..., Finance, Trading, Bloomberg, Banking, 401k, Credit, Fixed Income, Series 6, Mortgage Lending, CRM, Marketing, Risk Management, Financial Services, Retirement

Education
Florida State University   1995 — 2000
BA, Economics / International Affairs

Florida State University
BACHELOR OF SCIENCE INTERNATIONAL AFFAIRS/ECONOMICS, International Economics

Chris J. Grimes, CFP® Chris J. Grimes, CFP® Greater Denver Area Details
Chris J. Grimes, CFP®'s Charles Schwab Experience July 2006 - January 2011
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Eagle Strategies, LLC
Industry Financial Services
Experience
Five Peaks Capital Group, LLC.   November 2014 - Present
Eagle Strategies, LLC  January 2013 - Present
New York Life Insurance Company  January 2011 - Present
Charles Schwab   July 2006 - January 2011
Vail Resorts  August 2002 - May 2006

Skills
Strategic Financial..., Mutual Funds, Investments, Customer Service, Insurance, Finance, Retirement, Leadership, IRAs, Financial Services, Strategy, Financial Planning, Portfolio Management, Asset Allocation, Training, Fixed Annuities, Financial Markets, Retirement Planning, Small Business

Education
The American College   2009 — 2012
Certified Financial Planner education

University of Colorado Denver   2005 — 2008
Bachelors of Science, Business Administration Emphasis in Financial Management

Fort Lewis College   2004 — 2005
Progress toward BS in Business

Bear Creek High School   2000 — 2004
High School Diploma

Todd Tocco, CFP® Todd Tocco, CFP® Orlando, Florida Area Details
Todd Tocco, CFP®'s Charles Schwab Experience 2002 - April 2010
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Certified Financial Group, Inc.   April 2010 - Present
Charles Schwab   2002 - April 2010
Charles Schwab   September 1996 - May 2002

Education
Florida Institute of Technology
CFP®, Certified Financial Planner™

University of Central Florida - College of Business Administration   1991 — 1998

Isabelle Day Isabelle Day Louisville, Kentucky Details
Isabelle Day's Charles Schwab Experience July 2000 - June 2006
Job Administrative Accounting Assistant at NTS Developments / Next Capital Group
Industry Real Estate
Experience
NTS Developments / Next Capital Group  August 2015 - Present
Park City Mountain Resort  2011 - April 2015
Charles Schwab   July 2000 - June 2006

Skills
Team Leadership, Investments, Project Management, Operating Systems, Fundraising, Wealth Management, Employee Training, Staff Development, Volunteering, Teaching, Marketing Strategy, Social Media, Online Advertising, Social Media Marketing, Microsoft Office, Fashion, Outerwear, Digital Marketing, Online Marketing

Education
Florida Institute of Technology   1989 — 1992
Bachelor's degree, Marketing/Marketing Management, General

Lycée Rochambeau   1987 — 1989
French Baccalaureate, Economics

Brian Boughner Brian Boughner Greenville, South Carolina Area Details
Brian Boughner's Charles Schwab Experience 2000 - 2004
Job Trusted Advisor | Experienced Investment Manager | Creative Problem Solver | Connector + Networker | Community Advocate
Industry Investment Management
Experience
Parallel Financial Partners   March 2013 - Present
BB&T Asset Management  2008 - 2013
U.S. Trust   2006 - 2008
RBC Centura  2004 - 2006
Charles Schwab   2000 - 2004

Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Trading, Financial Analysis, Investment Management, Investment Strategies, Asset Management, Equities, Mutual Funds, Equity Research, Hedge Funds, Investment Advisory, Risk Management, Wealth Management..., Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Asset Managment, Retirement Planning, Commodity, Private Banking, Derivatives, Bonds, Technical Analysis, Options, Emerging Markets, Hedging, Financial Markets, Corporate Finance, Investment Banking, Equity Trading, Financial Advisory, Securities, Strategic Financial..., Valuation

Education
Florida State University - College of Business   1991 — 1994
BS, Marketing

Angela Sander Angela Sander Orlando, Florida Area Details
Angela Sander's Charles Schwab Experience November 1999 - July 2012
Job Former relationship specialist
Industry Financial Services
Experience
Homemaker  August 2012 - Present
Charles Schwab   November 1999 - July 2012

Skills
Series 7, Series 63, Relationship Management, Securities, Mutual Funds, Asset Allocation, Trading, Multicultural..., FINRA, Alternative Investments, Investments, Portfolio Management, Asset Management, Insurance, English-Spanish, Microsoft Technologies, Retirement Planning, Spanish, Investment Strategies, Strategic Financial..., Financial Services, Financial Markets, Equities, Investment Advisory, Uniform Combined State..., Financial Advisory, Options, Retirement, Finance, Risk Management, Banking, Capital Markets, Call Centers, OFAC

Education
Florida State University - College of Business   1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General

Panama Canal College   1994 — 1995
Associate's degree, Business/Commerce, General

James A. Tribue III James A. Tribue III Orlando, Florida Details
James A. Tribue III's Charles Schwab Experience 1995 - 2001
Job Vice President of Marketing and Brand Strategy
Industry Marketing and Advertising
Experience
Pearson  2008 - 2015
J Tribue Lifestyle   2004 - 2008
Hancock Information Group  2002 - 2004
Charles Schwab   1995 - 2001

Skills
Strategic Planning, Direct Mail, PPC, Lead Generation, Marketing Strategy, Integrated Marketing, SEO, Competitive Analysis, Marketing, Cross-functional Team..., Multi-channel Marketing, Business Strategy, Brand Management, Social Media Marketing, Sales, B2B, Strategy, Digital Marketing, Direct Marketing, Brand Development, Start-ups, Marketing Management, Training, Product Development, Management, Forecasting, Marketing Research, Online Marketing, Creative Direction, New Business Development, Copywriting, Email Marketing, Segmentation, Online Advertising, Strategic Partnerships, Project Management, SEM, Market Planning, E-commerce, Market Research, Digital Strategy, Brand Awareness, Product Marketing, Leadership, User Experience, Google Analytics, CRM, Interactive Marketing, Analytics, Marketing Communications

Education
Florida Agricultural and Mechanical University   1989 — 1993
Bachelor of Science (B.S.), Business Economics

Dana Lyon Dana Lyon Duluth, Georgia Details
Dana Lyon's Charles Schwab Experience August 2002 - March 2005
Job at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch  May 2011 - Present
TD Ameritrade  May 2008 - July 2009
SunTrust Investment Services  December 2006 - May 2008
InvestLinc  March 2005 - December 2006
Charles Schwab   August 2002 - March 2005
Charles Schwab   December 2000 - August 2002
Charles Schwab   June 1997 - December 2000
American Express Financial Advisors  April 1993 - June 1997

Skills
Estate Planning

Education
Kennesaw State University - Michael J. Coles College of Business   1996 — 1999
Masters, MBA

Florida State University   1983 — 1988
Bachelors, Finance

Maribeth McLaren Maribeth McLaren Austin, Texas Area Details
Maribeth McLaren's Charles Schwab Experience April 2013 - Present
Job Account Manager at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab   April 2013 - Present
AdPeople Worldwide  March 2012 - April 2013
Freescale Semiconductor  September 2011 - April 2012
AMD  February 2011 - March 2011
AMD  December 2010 - December 2010
EnviroMedia  September 2010 - September 2010
Adkins/McLaren, Inc.   March 1998 - June 2010
Waters, Pelton, Ostroff and Associates   1997 - 1998
Norton Museum of Art  1996 - 1997
The Boner Group   1995 - 1996

Skills
Project Management, Advertising, Public Relations, Account Management, Graphic Design, Marketing, Digital Strategy, Budgets, Digital Marketing, Interactive Marketing, Multimedia, Integrated Marketing, Direct Marketing, Online Advertising, Pre-press, Email Marketing, Adobe Creative Suite, Marketing Communications

Education
Florida State University   1991 — 1995
BS Communications, Advertising

Bill Carthen Bill Carthen Winter Park, Florida Details
Bill Carthen's Charles Schwab Experience 1996 - 2001
Job Master Trader
Industry Investment Management
Experience
Herbalife  June 2014 - Present
Custom Financial Solutions   2001 - Present
Quantum Capital Investments   March 2011 - April 2013
Online Trading Academy  2006 - 2010
LeapTrading.com   2005 - 2010
Charles Schwab   1996 - 2001
Charles Schwab   1996 - 2001
Century 21  January 1981 - September 1996
Century 21 Carthen Realty, Inc.   1981 - 1996
U. S. Navy   September 1969 - December 1971

Skills
Options, Stock Market, Real Estate, Technical Analysis, Trading, Currency, FX, Traders, Investments, Financial Planning, Stocks, Equities, Asset Allocation, Portfolio Management, Derivatives, Series 7, Brokerage, Mutual Funds, Risk Management, Securities, Analysis, Series 24, Customer Relations, Commodities, Negotiation, Team Building, Insurance, Problem Solving, Small Business, Compliance, Research, Account Management, Investment Banking, Microsoft Office, Coaching, Excel, Series 63, Public Speaking, Selling, Wealth Management, Managed Futures, Mentoring, Investment Strategies, Financial Markets, Asset Management, ETFs, Managed Accounts, Alternative Investments, Bonds, Series 3

Education
Florida Southern College   1974 — 1979
BS

Valencia College   1972 — 1974
AA

University of Central Florida   1968 — 1969
Bal of Science

Joseph DeLaRosa, MBA Joseph DeLaRosa, MBA Orlando, Florida Details
Joseph DeLaRosa, MBA's Charles Schwab Experience September 2011 - July 2013
Job Business Analyst at Fiserv
Industry Computer Software
Experience
Fiserv  October 2014 - Present
BNY Mellon  July 2013 - October 2014
Charles Schwab   September 2011 - July 2013
Fidelity Investments  July 2007 - August 2011
Wells Fargo Home Mortgage  June 2005 - June 2007
PHH Mortgage  April 2003 - May 2005
Merrill Lynch  April 2002 - April 2003

Skills
Series 7, Series 63, Series 9/10, Investments, Risk Management, Strategic Planning, Finance, Financial Services

Education
University of North Florida - College of Business Administration   2009 — 2010
Masters, MBA

Florida State University - College of Business   2000 — 2002
Bachelors, Management Information Systems

Nicholas Norvell, CFP® Nicholas Norvell, CFP® Rochester, New York Area Details
Nicholas Norvell, CFP®'s Charles Schwab Experience 1996 - 2002
Job Principal/Member, HNP Capital LLC
Industry Financial Services
Experience
HNP Capital LLC   May 2009 - Present
Forte Capital LLC   July 2003 - May 2009
Charles Schwab   1996 - 2002
Prudential Securities  January 1994 - June 1996

Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Asset Managment, ETFs, Strategic Financial..., Investments, 401k, Portfolio Management, Securities, Alternative Investments, Equities, Investment Management, Estate Planning, Asset Management, Financial Advisory, Financial Planning

Education
State University of New York College at Oneonta   1990 — 1993
BS, Business Economics

Florida Southern College   1989 — 1990
Communications

Mary Davidson Mary Davidson Indianapolis, Indiana Area Details
Mary Davidson's Charles Schwab Experience October 2012 - Present
Job Retirement & Estate Services
Industry Program Development
Experience
Charles Schwab   October 2012 - Present
Senex Services Corp.  January 2012 - May 2012
Indiana State Nurses Association   March 2009 - January 2012
Thomson, Inc.   January 2004 - January 2009
Thomson, Inc  2000 - 2004
Thomson, Inc.   1997 - 2000
Personnel One  1982 - 1991

Skills
Salesforce.com, Vertical Response, Wordpress, Microsoft Excel, Project Management, MS Project, SharePoint, HTML emails, Access, PowerPoint, Analytics, Coordination, Fitness, Government, ISO, Key Performance..., Marketing Research, Negotiation, New Business Development, Non-profits, Office Management, PMP, QuickBooks, Quality Assurance, Quality Auditing, R&D, Visio, Business Process..., Team Building, Nonprofits, Product Development, Process Improvement, Training, Product Marketing, WordPress

Education
Florida Atlantic University   1982 — 1986
BBA, Marketing

Elisha Bender Elisha Bender Greater Boston Area Details
Elisha Bender's Charles Schwab Experience 2009 - 2009
Job Senior Assistant Director
Industry Higher Education
Experience
Bentley University  May 2012 - Present
Florida State University  August 2010 - May 2012
Teachers College, Columbia University  2011 - 2011
Ohio University  2006 - 2010
The Ralph and Luci Schey Sales Centre  May 2007 - January 2009
Equity Trust Company  2009 - 2009
Charles Schwab   2009 - 2009
Amanda J. Cunningham Leadership Center   2008 - 2009
Hastings Water Works  May 2003 - August 2008

Skills
Alumni Relations, Student Leadership, Program Evaluation, Time Management, Career Development, Event Planning, Program Development, Educational Fundraising, Philanthropy, Training, Strategic Partnerships

Education
Florida State University   2010 — 2012
Master of Science, Higher Education Administration

Ohio University   2006 — 2010
Bachelor of Business Administration, Finance, Marketing and Sales

Isaiah Haynes Isaiah Haynes Orlando, Florida Area Details
Isaiah Haynes's Charles Schwab Experience June 2014 - Present
Job Relationship Specialist with Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2014 - Present
E*TRADE Financial  July 2013 - June 2014
AT&T Mobility  June 2011 - April 2013
Sam's Club  April 2006 - May 2011

Skills
Customer Experience, Driving Results, Sales Management, Team Leadership, Creative Problem Solving, Business Analysis, Presentations, Creative Strategy, Employee Training, Operations Management, Relationship Management, Sales Operations, Project Management, Personnel Management, Employee Development, Recruitment & Retention, Cross-functional Team..., Sales, CRM

Education
Florida Agricultural and Mechanical University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Michael Porowski Michael Porowski Denver, Colorado Details
Michael Porowski's Charles Schwab Experience 2007 - 2010
Job Principal Research Analyst at Gartner
Industry Telecommunications
Experience
CenturyLink  2013 - 2015
Optimus Software - 360DE Legal Concepts, new venture   2010 - 2010
Charles Schwab   2007 - 2010
Charles Schwab   2005 - 2007
SunCorp Corporate CU  2003 - 2005

Skills
Microsoft Excel, Analysis, Financial Modeling, PowerPoint, Bloomberg Terminal, Product Development, Project Management, Mergers & Acquisitions, Strategic Financial..., Access Database, Valuation Modeling, Modern Portfolio Theory, Investment Valuation, Pricing Strategy, Reuters, Linear Programming, SQL, Oracle SQL Developer, Forecasting, CRM, Financial Planning, Strategy, Strategic Partnerships, Strategic Planning, Portfolio Management, Management, Investments, Business Strategy, Finance

Education
University of Colorado
MBA

Fort Lewis College
BA

Chartered Financial Analyst
CFA 1

Training the Street

Oakwood High School

Dale Jennings Dale Jennings Chicago, Illinois Details
Dale Jennings's Charles Schwab Experience October 2008 - April 2012
Job Trading Specialist at optionsXpress
Industry Financial Services
Experience
optionsXpress  April 2012 - Present
Charles Schwab   October 2008 - April 2012
TD Ameritrade  June 2006 - September 2008

Skills
Series 63, Series 7, Series 24, Series 34, Series 4, Series 3

Education
Florida State University
BS, Economics

Valerie Shpilman Valerie Shpilman Jupiter, Florida Details
Valerie Shpilman's Charles Schwab Experience May 2015 - Present
Job Associate Financial Consultant @ Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2015 - Present
Scottrade  January 2009 - April 2015

Skills
Series 7, Financial Analysis, Financial Markets, CRM, Securities, Sales, Investments, Financial Modeling, Series 63, Asset Allocation, Banking, Trading, Finance, Portfolio Management, Mutual Funds

Education
Florida Atlantic University   2012 — 2016
Master of Business Administration (MBA), Finance

Florida Atlantic University
Bachelor of Business Administration (BBA), Finance

Bob MacKinnon Bob MacKinnon Greater Denver Area Details
Bob MacKinnon's Charles Schwab Experience August 2014 - Present
Job Managing Director Business Process Transformation BPM Platform at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   August 2014 - Present
Pegasystems  April 2010 - April 2014
Independent Consultant  January 2009 - April 2010
KPMG  November 1998 - December 2008
Evolving Systems  December 1996 - November 1998
UGC Consulting\Convergent Group   September 1994 - August 1996
GTE Government Systems  March 1990 - September 1994
Lockheed Martin\Martin Marietta   February 1984 - February 1990
Rockwell International  January 1980 - February 1984

Skills
Systems Integration, BPM, Professional Services, Business Architecture, IT Strategy, Management Consulting, Engineering Management, Systems Engineering, Business Process Design, Program Management..., Automated Software..., Software Development..., Integration, Infrastructure, Management, Requirements Analysis, Program Management, Business Process, Solution Architecture, EAI, SOA, PMO, Business Process..., Project Management, Telecommunications, Business Process..., Cloud Computing, Virtualization, Enterprise Architecture, Governance, PMP, Data Center, Enterprise Software, CRM, Disaster Recovery, Business Intelligence, SDLC, Pre-sales, Business Analysis, Team Management, Software Project..., SaaS, Agile Methodologies, Software Development, Information Technology, Business Transformation, Consulting, Project Portfolio..., Business Process..., Outsourcing

Education
Florida Institute of Technology   1980 — 1983
MS, Computer Science

Rollins College   1973 — 1977
BA, Economics & Computer Science

Shattuck School   1970 — 1973
High School

Escuela Campo Allegre - Venezuela

Fay Ramlawi Benton Fay Ramlawi Benton Miami/Fort Lauderdale Area Details
Fay Ramlawi Benton's Charles Schwab Experience 2007 - 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2014 - Present
Ramlawi Family Real Estate Trust   2008 - January 2014
Charles Schwab   2007 - 2008
Fidelity Investments  2004 - 2007
Fidelity Investments  2003 - 2004
Fidelity Investments  2002 - 2003

Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Business Strategy, Business Development, Process Improvement, P&L Analysis, P&L Management, Contract Negotiation, Project Management, Portfolio Management, Asset Management, Securities, Retirement Planning, Investments, Fixed Income, Customer Service

Education
University of Miami - School of Business
MBA, International Business

Florida International University
Bachelor of Arts (B.A.), English Language and Literature/Letters

Len Nowak Len Nowak Greater Detroit Area Details
Len Nowak's Charles Schwab Experience August 1999 - February 2005
Job Senior Financial Advisor at LJPR
Industry Investment Management
Experience
LJPR Financial Advisors   February 2005 - Present
Charles Schwab   August 1999 - February 2005

Skills
Investment Management, Retirement, Retirement Planning

Education
University of Michigan-Flint   1993 — 1997
BS, Biology

Florida State University
Certificate, Financial Planning

Jason Aldridge Jason Aldridge Orlando, Florida Area Details
Jason Aldridge's Charles Schwab Experience July 2000 - May 2001
Job Sales Director at First Data Corporation
Industry Banking
Experience
First Data Corporation  June 2015 - Present
Vantiv  April 2014 - Present
Vantiv  July 2011 - April 2014
Fifth Third Bank  June 2010 - July 2011
Fifth Third Merchant Processing solutions LLC   June 2008 - June 2010
Fifth Third Bank  June 2007 - June 2008
Wells Fargo Financial  May 2001 - June 2007
Charles Schwab   July 2000 - May 2001

Skills
Sales Management, Training, Management, Strategy, Credit, Banking, Business Development, Loans, Leadership, Sales, Customer Retention, Cross Selling, Retail Banking, Coaching, Financial Services, Finance, Recruiting, Commercial Lending, Relationship Management

Education
Florida State University   1998 — 2000
BA, Economics

Florida State University
Bachelors, Economics

Michael Cortes Michael Cortes Orlando, Florida Area Details
Michael Cortes's Charles Schwab Experience September 1997 - August 2006
Job Family Law Attorney
Industry Law Practice
Experience
Michael J. Cortes, P.A.   January 2013 - Present
West, Green & Associates   September 2009 - January 2013
Central Florida Family Law Inns of Court   2007 - September 2009
Florida A&M University  August 2006 - May 2009
Holland & Knight LLP  May 2008 - August 2008
Charles Schwab   September 1997 - August 2006
Coldwell Banker  August 1996 - September 1997

Skills
Civil Litigation, Courts, Estate Planning, Family Law, Hearings, Investments, Legal Assistance, Legal Research, Legal Issues, Legal Writing, Litigation, Mediation, Property Law, Trial Practice, Trials, Westlaw, Wills

Education
Florida Agricultural and Mechanical University, College of Law   2006 — 2009

University of Central Florida   1994 — 1996
Bachelor of Science (BS), Marketing/Marketing Management, General

Florida State University   1992 — 1994
AA, Liberal Arts

Oviedo High School   1988 — 1992

Daniel Garzon Daniel Garzon San Francisco, California Details
Daniel Garzon's Charles Schwab Experience December 2013 - March 2015
Job FP&A Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank  March 2015 - Present
Charles Schwab   December 2013 - March 2015
Path Crisis   July 2011 - November 2013
State Farm Bank  August 2010 - November 2013
BankAtlantic  June 2008 - August 2010
Intel  August 2004 - January 2009
Cambridge Mercantile Group  June 2007 - November 2007
Bank of America  June 2004 - July 2007

Skills
Budgeting, Financial Analysis, Financial Modeling, Treasury Management, Capital Markets, Loans, Cash Management, Valuation, Corporate Finance, Portfolio Management, Budgets, Bancware, Banking, Analysis, Finance, Derivatives, Strategic Planning, Investments, Business Planning, Forecasting, Credit, Strategy, Leadership, Financial Services, Financial Risk, Credit Risk, Risk Management, Internal Controls, Commercial Banking

Education
Nova Southeastern University
MBA, Finance

Florida International University - College of Business
BA, Finance

Aaron Kaltbaum Aaron Kaltbaum New York, New York Details
Aaron Kaltbaum's Charles Schwab Experience Client Service SpecialistCharles SchwabOctober 2013 - Present
Job Client service specialist Charles Schwab & Co. Inc
Industry Financial Services
Experience
Charles Schwab   Client Service SpecialistCharles SchwabOctober 2013 - Present

Skills
Time Management, Microsoft Office, Photoshop, Customer Service, Leadership, Marketing, Microsoft Word, Negotiation, Sales, Strategic Planning, PowerPoint, Team Building

Education
Florida State University   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Florida State University - College of Business   2009 — 2013

Aaron St. Germain, CFP® Aaron St. Germain, CFP® Miami/Fort Lauderdale Area Details
Aaron St. Germain, CFP®'s Charles Schwab Experience December 2001 - August 2010
Job Founder/Vice President at SAM Phinancial
Industry Financial Services
Experience
SAM Phinancial   January 2015 - Present
TD Ameritrade  September 2010 - December 2014
Charles Schwab   December 2001 - August 2010
American Express Financial Advisors  December 1999 - December 2001

Education
Florida State University   1993 — 1997

Latoya M. Hinson ~ MBA Latoya M. Hinson ~ MBA Orlando, Florida Area Details
Latoya M. Hinson ~ MBA's Charles Schwab Experience 2010 - January 2014
Job Sales Engineering Support Specialist at Fiserv
Industry Financial Services
Experience
Fiserv  January 2014 - Present
Charles Schwab   2010 - January 2014
Assurant Solutions  2007 - 2010
AIG American General Life & Accident Insurance Co.   2007 - 2007
United Healthcare  2004 - 2006

Skills
Financial Services, Salesforce.com..., Customer Satisfaction, Insurance, Relationship Management, Process Improvement, Sales, Leadership, Performance Management, Training, Account Management, Team Building, Project Management, Coaching, Leadership Development, Strategic Planning, Employee Relations, Sales Management, Business Development, Customer Service, Customer Retention, Salesforce.com, Management, Competitive Analysis, Strategy, Sales Operations, Marketing

Education
Florida State University
Bachelor of Science, Business Management

Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), With Distinction

Vernon Delaney Hobbs Vernon Delaney Hobbs San Francisco Bay Area Details
Vernon Delaney Hobbs's Charles Schwab Experience October 1987 - January 1990
Job Private Client Advisor at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2015 - Present
MetLife Securities  May 2009 - September 2015
Silicon Valley University / San Jose State University / Keller Graduate School of Management / UOPX   January 2006 - July 2015
Bank of America Merrill Lynch  October 2006 - June 2009
Ameritas Investment Corp.  January 2002 - October 2006
Cisco  January 1996 - January 2002
USL Capital, Inc. (Ford Motor Credit subsidiary)   January 1990 - December 1995
Charles Schwab   October 1987 - January 1990

Skills
Teaching, Research, Microsoft Excel, PowerPoint, Critical Thinking, Leadership, Staff Development, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Budgets, Adult Education, Public Speaking, Project Management, University Teaching, Higher Education, Time Management, Instructional Design, Student Development, Distance Learning, Student Affairs, E-Learning, Curriculum Development, Financial Modeling, Business Intelligence..., Macroeconomics, Monte Carlo Simulation, Regression Analysis, Statistics, Cash Flow Forecasting, Corporate FP&A, Financial Analysis

Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Financial Management Services

Florida State University - College of Business
Bachelor of Science (B.S.), Accounting

Andrew Shuler, MBA Andrew Shuler, MBA Orlando, Florida Area Details
Andrew Shuler, MBA's Charles Schwab Experience August 2006 - January 2007
Job Associate Account Manager Project Management Office
Industry Accounting
Experience
DeVry Education Group  May 2012 - September 2014
DeVry Education Group  October 2009 - May 2012
Full Sail University  September 2008 - October 2009
Washington Mutual  January 2007 - January 2008
Charles Schwab   August 2006 - January 2007

Skills
Leadership, Training, Management, Banking, Sales, Credit, Finance, Auditing, Financial Analysis, Customer Service, Microsoft Excel, Financial Risk, CRM, Strategic Financial..., Risk Management, Cash Management, Relationship Management, Marketing, Accounting, Branch Banking, Process Improvement, SQL, Financial Reporting, Wealth Management, Asset Management, Securities, Cross Selling, Credit Analysis, Consumer Lending, Retail Banking, Small Business Lending, Mortgage Lending, Cognos, Oracle Reports, Oracle Applications, PeopleSoft, Crystal Reports, Access, Admissions, Recruiting, Microsoft Office

Education
Keller Graduate School of Management of DeVry University   2011 — 2013
Master of Business Administration (M.B.A.), International Business

Florida Agricultural and Mechanical University   2003 — 2006
Bachelor's Degree, Business Economics

Djordje Adamovic Djordje Adamovic Greater Atlanta Area Details
Djordje Adamovic's Charles Schwab Experience May 2009 - December 2009
Job at Travelport GDS
Industry Information Technology and Services
Experience
Travelport GDS  December 2009 - Present
Charles Schwab   May 2009 - December 2009
BCD Travel  September 2006 - December 2008
Indus International  April 2005 - October 2005
Delta Technology  January 2000 - April 2005
FARO Technologies  January 1997 - January 2000

Skills
C#, XAML, WPF, Snoop, C++, Visual Studio 2012, WCF, SQL

Education
Florida Institute of Technology   1993 — 1996
BS, Computer Science

Lauren Chamberlain Lauren Chamberlain Tampa, Florida Details
Lauren Chamberlain's Charles Schwab Experience July 2011 - July 2012
Job Owner at Pure Barre Clearwater
Industry Sports
Experience
Pure Barre Clearwater   February 2015 - Present
Pure Barre Bradenton   February 2015 - Present
Pure Barre St Pete   November 2012 - Present
Pure Barre Tampa   September 2012 - Present
Charles Schwab   July 2011 - July 2012
Charles Schwab & Co.   September 2009 - July 2011
Merrill Lynch  May 2007 - May 2008

Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Managment, Investments, Equities, Strategic Financial..., Financial Analysis, Asset Management, Finance, Alternative Investments

Education
Florida Atlantic University   2002 — 2007
B.A., Marketing

Florida Atlantic University - College of Business   2002 — 2007
Marketing, Business, Management, Marketing, and Related Support Services

LaShea C. Reaves, MHR LaShea C. Reaves, MHR Orlando, Florida Area Details
LaShea C. Reaves, MHR's Charles Schwab Experience October 2010 - October 2014
Job Assistant Vice President of Recruitment at Florida Community Bank
Industry Financial Services
Experience
Florida Community Bank  August 2015 - Present
Central Florida Urban League Young Professionals   June 2013 - July 2015
Kelly OCG for GE Capital   September 2014 - June 2015
Charles Schwab   October 2010 - October 2014
Regions Bank  January 2010 - October 2010
Regions Bank  June 2007 - December 2009
Regions Bank  June 2007 - September 2007
Informa Research Services  September 2005 - June 2007
Hancock Bank  May 2005 - June 2007

Skills
Leadership, Leadership Development, Coaching, Banking, Interviews, Onboarding, Time Management, Customer Service, Management, Employee Benefits, Performance Management, Recruiting, Employee Training, Employee Relations, Sales, Analysis, Marketing, College Recruiting, Temporary Placement, Community Development, Finance, Applicant Tracking..., Benefits Administration, Financial Coaching, Policy, Financial Services, Hiring, Talent Acquisition, Retail Banking, Conflict Resolution, Call Center, Compliance, Taleo, PeopleSoft, New Hire Orientations, Staff Development, Customer Retention, HR Policies, Compliance Management, Compliance Audits, Training & Development, New Hire Orientation, Investments, Policy Analysis, Loan Documentation, Exit Interviews, Research Project..., Community Reinvestment..., Quality Auditing, Call Centers

Education
Nova Southeastern University   2012 — 2014
Master of Science (M.S.), Human Resources Management, 3.95

Florida Agricultural and Mechanical University   2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Management, Cum Laude

Suncoast High School   1999 — 2002
HS Diploma, Communications

Erin Glassman Erin Glassman Austin, Texas Details
Erin Glassman's Charles Schwab Experience September 2015 - Present
Job Communications Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   September 2015 - Present
Charles Schwab   November 2013 - September 2015
Surveying And Mapping, Inc. (SAM, Inc.)   December 2012 - November 2013
Charles Schwab   August 2009 - December 2012
Cummins Inc.  November 2005 - April 2009

Skills
Graphic Design, Technical Writing, Print Production Process, Photography, Media Planning, Brochures, Media Relations, Trade Shows, Web Design, Strategic Communications, Press Releases, Marketing, Copywriting, Advertising, Proposal Writing, Management, Marketing Communications, Marketing Strategy, Social Media, Project Management

Education
Metropolitan State College of Denver   2005 — 2008
Bachelor's degree

Florida State University

Lester Medina Lester Medina United States Details
Lester Medina's Charles Schwab Experience October 2012 - Present
Job Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2012 - Present
Walt Disney World  June 2010 - January 2014
Bank of America  December 2011 - October 2012

Skills
Banking, Customer Service, Credit, Finance, Risk Management, Retail Banking

Education
Florida State University - College of Business   2005 — 2010
Bachelor's degree, Finance and Marketing

Reshell Smith, MBA, CFP® Reshell Smith, MBA, CFP® Ocoee, Florida Details
Reshell Smith, MBA, CFP®'s Charles Schwab Experience September 1997 - September 2013
Job Certified Financial Planner™ |"The Transition Money Coach" | CEO & Founder AMES Financial Education & Consulting, LLC
Industry Financial Services
Experience
AMES Financial Education & Consulting, LLC   September 2013 - Present
Charles Schwab   September 1997 - September 2013

Education
Florida Metropolitan University   1995 — 1997
Master of Business Administration (MBA)

Morris Brown College   1989 — 1993
Bachelor of Science (BS), Accounting

Lorianne Hanna Lorianne Hanna Orlando, Florida Details
Lorianne Hanna's Charles Schwab Experience November 2013 - Present
Job Asset Transfer Services Charles Schwab
Industry Investment Banking
Experience
Charles Schwab   November 2013 - Present
True Capital Advisors   February 2013 - November 2013
SunTrust Bank  November 2010 - February 2013

Skills
Customer Service, Portfolio Management, Investment Banking, Financial Analysis, Strategic Planning, Banking, Strategic Financial..., Sales, Management, Business Strategy, Coaching, Microsoft Office, Project Management, Team Building, Social Networking, Risk Management

Education
Florida Agricultural and Mechanical University   2003 — 2005

Emelin Hernandez Emelin Hernandez San Leandro, California Details
Emelin Hernandez's Charles Schwab Experience February 2014 - July 2014
Job Reception/ Directory Assistance at Autodesk
Industry
Experience
Autodesk  September 2014 - Present
La Clinica de La Raza  July 2012 - September 2014
Charles Schwab   February 2014 - July 2014
Year Up  September 2013 - July 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mac, Windows, Bilingual-English/Spanis..., Troubleshooting, PowerPoint, Outlook, Data Entry, Access, Data Analysis, Spanish, Administration, Training, Customer Service, Computer Hardware, Public Speaking, Teamwork

Education
Foothill College   2013 — 2014

University of California, Santa Barbara

Bradford Richardson CFP®, CWS® Bradford Richardson CFP®, CWS® Greater Seattle Area Details
Bradford Richardson CFP®, CWS®'s Charles Schwab Experience March 1995 - February 2006
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  June 2015 - Present
USAA  March 2011 - June 2015
J.P. Morgan   September 2010 - March 2011
WyHy Federal Credit Union  September 2009 - September 2010
Raymond James Financial Inc.  February 2006 - September 2009
Charles Schwab   March 1995 - February 2006

Skills
Series 7, Investments, Securities, Mutual Funds, Financial Modeling, Series 63, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, Insurance, Asset Management, Financial Analysis, Equities, Estate Planning, Risk Management, Strategic Financial..., Valuation, Fixed Income, Investment Strategies, Wealth, Financial Planning, Financial Services, Finance, Investment Management, Investment Advisory, Retirement, FINRA, Financial Advisory

Education
University of Pennsylvania   1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government

Florida Institute of Technology   1998 — 2000
Certificate in Financial Planning

Tyler Griswold Tyler Griswold Greater Denver Area Details
Tyler Griswold's Charles Schwab Experience March 2015 - Present
Job Analytics and Insight
Industry Financial Services
Experience
Charles Schwab   March 2015 - Present

Skills
Data Analysis, Statistics, Research, Qualitative Research, Sustainability, SAS, Management, Databases, SQL, Programming, Python, R, ArcGIS, Financial Reporting, Econometrics, Database Marketing, Market Research, Customer Segmentation..., Mathematical Modeling, Oracle, Think Cell, Tableau, Unix, Unica, Predictive Analytics

Education
Yale University School of Public Health   2008 — 2010
MPH

Fordham University   2001 — 2005
B.A.

Philip Galison Philip Galison Jacksonville, Florida Area Details
Philip Galison's Charles Schwab Experience January 2000 - Present
Job VP _ Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2000 - Present

Skills
Investments, Series 7, Wealth Management, Financial Services, Mutual Funds, Portfolio Management, Retirement Planning, Business Analysis, SDLC, Risk Management, Equities, Strategic Financial..., Finance, Retirement

Education
Florida State University - College of Business   1995 — 1999
Bachelor's degree, Finance

Chad Burns, CIMA® Chad Burns, CIMA® Austin, Texas Details
Chad Burns, CIMA®'s Charles Schwab Experience March 2014 - Present
Job Schwab Retirement Plan Services
Industry Financial Services
Experience
Charles Schwab   March 2014 - Present
Charles Schwab   December 2009 - March 2014
Charles Schwab   September 1999 - December 2009

Skills
Series 7, Retirement Planning, Financial Analysis, Asset Allocation, Series 66, Series 9, Series 10, CIMA, FINRA, Investment Advisory, Mutual Funds, Series 63, Uniform Combined State..., Retirement, Series 65, 401k, Wealth Management, Investment Strategies

Education
Florida State University - College of Business   1994 — 1998
BS, Finance

Jalina Kerr Jalina Kerr Phoenix, Arizona Area Details
Jalina Kerr's Charles Schwab Experience December 2014 - Present
Job Vice President
Industry Financial Services
Experience
Charles Schwab   December 2014 - Present
Charles Schwab   April 2012 - December 2014
Charles Schwab   May 2010 - April 2012
Charles Schwab   September 2009 - May 2010
Charles Schwab   May 2004 - October 2007

Skills
Series 7, Financial Services, Leadership, Series 63, Strategy

Education
Fort Lewis College   1988 — 1992
BA, Communications

PAULA NEAL MOONEY PAULA NEAL MOONEY Cleveland/Akron, Ohio Area Details
PAULA NEAL MOONEY's Charles Schwab Experience May 2004 - December 2004
Job Writer at the Inquisitr
Industry Publishing
Experience
Journalist for the Inquisitr   November 2014 - Present
Examiner.com  September 2009 - Present
Plunder, LLC   December 2005 - Present
Yahoo!  August 2006 - August 2014
Associated Content  August 2006 - April 2009
TNT Publications  May 2005 - December 2007
Charles Schwab   May 2004 - December 2004
Ceridian Retirement Plan Services  June 2000 - April 2001
Charles Schwab   1996 - April 2000
Charles Schwab Retirement Plan Services   1996 - 2000

Skills
Testing, Program Management, Blogging, SEO, Social Media, Magazines, Quality Assurance, SEM, Copywriting, Publishing, Advertising, Web Content, Account Management, Publications, Freelance Writing, Google Adwords, Interviews, Editing

Education
Florida Agricultural and Mechanical University   1985 — 1990
Bachelor of Science, Business Administration

Anthony Andreala, MBA Anthony Andreala, MBA Orlando, Florida Area Details
Anthony Andreala, MBA's Charles Schwab Experience 2000 - 2003
Job Strategic Real Estate Leader
Industry Real Estate
Experience
REO America, Inc   February 2014 - January 2015
Self-employed  2011 - 2011
State of Florida Department of Management Services  June 2008 - November 2010
Florida Association of Realtors/REIS, LLC   September 2005 - May 2008
Smart Choice Solutions, LLC   September 2004 - December 2006
RE/MAX Town Centre  August 2004 - April 2006
Charles Schwab   2000 - 2003
Delta Air Lines  March 1998 - August 2000
Delta Air Lines  May 1996 - March 1998

Skills
Foreclosures, Distressed Property, Strategic Planning, Presentation Development, Executive Briefings, Presentation Coaching, Business Analysis, Construction, Training Delivery, Program Facilitation, Real Estate, Budgeting, Negotiation, Business Planning, Property Management, Real Estate Transactions, REO, Outstanding Customer..., Public Speaking, Customer Service, Microsoft Office, Business Strategy, Organizational..., Problem Solving, Excel, Outlook, Program Management, Sales Management, Budgets, Sales, Project Management, Microsoft Excel, Property, Leadership, Training

Education
Rollins College - Crummer Graduate School of Business   2003 — 2005
MBA, Business Administration, Management and Operations

Florida Institute of Technology   1987 — 1990
B.S., Aviation Management

Monroe-Woodbury Senior High   1980 — 1984

Slattery, Michael Slattery, Michael Colorado Springs, Colorado Area Details
Slattery, Michael's Charles Schwab Experience July 2005 - Present
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   July 2005 - Present
FirstMerit Bank  February 2002 - June 2005

Skills
Series 7, 401k, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, ERISA, Investments, Insurance, Retirement Plan..., Qualified Retirement..., FINRA, Financial Services, Investment Advisory, Pensions, Securities, Series 6, Wealth Management

Education
Florida Institute of Technology   1994 — 1997
MBA, Business

Palm Beach Atlantic University   1989 — 1992
Bachelor of Arts (B.A.), Marketing

Richard Truitt Richard Truitt Orlando, Florida Area Details
Richard Truitt's Charles Schwab Experience October 2010 - Present
Job Independent Franchisee at CruiseOne
Industry Law Practice
Experience
CruiseOne  January 2011 - Present
Charles Schwab   October 2010 - Present
Everest (Florida Metropolitan) University   January 2002 - December 2012
Conroy Simberg  September 2008 - June 2010
Conroy, Simberg  September 2008 - June 2010
Attorney's Title Insurance Fund  May 2007 - March 2008
Davis & Truitt, P.A.   January 2006 - March 2008
Davis & Truitt, P.A.   January 2006 - March 2008
Bogin Munns & Munns   June 2003 - December 2005
SCOTT F. BARNETT   March 2001 - February 2002

Skills
Risk Analysis....

Education
Crummer Graduate School of Business at Rollins College   2003 — 2005
Master, Business Administration

Rollins College - Crummer Graduate School of Business   2003 — 2005
MBA, Business

Stetson University College of Law   2000 — 2002
J.D., Law

Stetson University College of Law   2000 — 2002
JURIS DOCTORATE, Law

Florida Metropolitan University   1996 — 1999
BS, Paralegal Studies

Legal Assisting/Paralegal ­ Florida Metropolitan University   1996 — 1999
Bachelor of Science, Paralegal Studies

Donald Lipham, PHR Donald Lipham, PHR Orlando, Florida Area Details
Donald Lipham, PHR's Charles Schwab Experience 1999 - 2004
Job Full Sail University
Industry Higher Education
Experience
Full Sail University  November 2008 - Present
Walt Disney World  June 2007 - November 2008
Florida Southern College  December 2000 - November 2008
University of Central Florida  September 2005 - September 2007
Superior Concrete   2007 - 2007
Envirotech  2005 - 2005
Mouseffects   2004 - 2005
Charles Schwab   1999 - 2004
University of Central Florida  1997 - 1999
Orlando Health  1992 - 1996

Skills
Course Development, Distance Learning, Higher Education, Non-profits, Teaching, Curriculum Development, Curriculum Design, E-learning, E-Learning, Coaching, Nonprofits, Microsoft Office

Education
Troy University
Masters, Management

Florida Southern College
Bachelors, Business - Production Management & Human Resources

Kimberly M. Pino Kimberly M. Pino Greater Denver Area Details
Kimberly M. Pino's Charles Schwab Experience December 2011 - January 2012
Job Senior Compliance Analyst at Western Union
Industry Financial Services
Experience
Western Union  December 2013 - Present
Colorado Department of Labor and Employment  March 2013 - December 2013
Promontory Financial Group, LLC  November 2012 - January 2013
Senator Michael F. Bennet   October 2012 - November 2012
Charles Schwab   December 2011 - January 2012
Adams County Probation   July 2011 - December 2011
MoneyGram International  January 2010 - January 2011
Bank of America  June 2006 - February 2009
Nextra Litigation Solutions   October 2005 - June 2006

Skills
Legal Research, Fraud, Legal Writing, Research, Policy, Public Speaking, USA PATRIOT Act, AML, OFAC, Program Development, Nonprofits, Leadership, Community Outreach, Policy Analysis, Non-profits, Courts, Event Planning, Westlaw, Teaching, Analysis, Training, Interviews, Customer Service, Process Improvement

Education
University of Colorado at Denver   2012 — 2014
Master of Public Administration (MPA), Public Administration Concentration: Emergency Management

Oklahoma City University School of Law   2002 — 2005
JD, Law

Fordham University   1998 — 2002
Bachelor of Arts (B.A.), Classical Civilizations

Tom Moylan Tom Moylan Greater New York City Area Details
Tom Moylan's Charles Schwab Experience 2000 - 2006
Job VP at Bank of America
Industry Financial Services
Experience
Retired  June 2010 - Present
Bank of America  June 2007 - May 2010
US Trust  1984 - 2007
Charles Schwab   2000 - 2006

Education
The Graduate Center, City University of New York
M.Phil., Anthropology

Fordham University   1964 — 1968
BS, History

Robert Applegate Robert Applegate San Francisco Bay Area Details
Robert Applegate's Charles Schwab Experience March 2010 - January 2012
Job Supervisor of Digital Ad Operations
Industry Marketing and Advertising
Experience
Turner Sports  March 2015 - Present
Bleacher Report  February 2012 - Present
Charles Schwab   March 2010 - January 2012

Skills
Online Advertising, Marketing, Email Marketing, Social Media Marketing, Digital Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, Google Analytics, DoubleClick, HTML, Operations Management, Sales Operations, Web Design, DFP, Adobe Creative Suite, Graphic Design, IAB, KPI Dashboards, Ad Serving, Facebook, Sales, Management, Online Marketing, Social Media, Ad Optimization, Marketing Strategy

Education
Ithaca College   2007 — 2009
Bachelor of Science (BS), Integrated Marketing Communication

Foothill College

Aaron Mellman Aaron Mellman Greater Atlanta Area Details
Aaron Mellman's Charles Schwab Experience March 2010 - June 2011
Job Personal Banker Wells Fargo
Industry Banking
Experience
Wells Fargo  January 2015 - Present
SunTrust Bank  October 2013 - January 2015
Florida Atlantic University  October 2011 - December 2012
Charles Schwab   March 2010 - June 2011
Piedmont Financial   2009 - 2009

Skills
Microsoft Office, Public Speaking, Finance, Financial Services, Banking, Marketing Strategy, Portfolio Management, Leadership, Financial Analysis, Wealth Management, Risk Management, Customer Service, Mutual Funds, Investments

Education
Florida Atlantic University   2011 — 2012
Master of Business Administration (MBA), Economics

Georgia State University   2005 — 2010
Bachelor of Arts (B.A.), Economics, 3.18/4.0

Arthur Melvin Alston Arthur Melvin Alston Orlando, Florida Details
Arthur Melvin Alston's Charles Schwab Experience August 1999 - October 2009
Job Operations Specialist at Pershing Advisor Solutions LLC
Industry Financial Services
Experience
Pershing Advisor Solutions LLC  November 2009 - Present
Charles Schwab   August 1999 - October 2009

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training

Education
Florida Agricultural and Mechanical University   1991 — 1997
Mathematics

Windy Goodale Windy Goodale San Francisco Bay Area Details
Windy Goodale's Charles Schwab Experience May 2014 - June 2015
Job Practice Area Lead, Slalom Consulting
Industry Computer Software
Experience
Slalom Consulting  June 2015 - Present
Charles Schwab   May 2014 - June 2015
Symantec  June 2007 - May 2014
BearingPoint  March 2005 - June 2007
U.S. Commercial Service   January 2003 - May 2005
GE Capital  May 2003 - August 2003
Ernst & Young LLP  July 1998 - September 2000

Skills
Organizational..., Organizational Design, Business Transformation, Change Management, Organizational..., Team Building, Business Strategy, Strategic Communications, Strategy, Coaching, Executive Coaching, Employee Engagement, Workshop Facilitation, Leadership Development, Program Management, Training, Strategic Planning, Internal Communications, Consulting, Governance, Outsourcing, Culture Change, Stakeholder Management, Financial Services, SaaS, Talent Management, Management, Leadership, Human Resources, Executive Management, Business Process, Business Process..., Large Scale Change...

Education
Fordham University - Graduate School of Business Administration
MBA

San Francisco State University
Bachelor of Arts

Michael Krupa III Michael Krupa III Dallas/Fort Worth Area Details
Michael Krupa III's Charles Schwab Experience May 2002 - January 2005
Job Real Time Trader at Luminant Energy
Industry Utilities
Experience
Luminant Energy  January 2008 - Present
TXU Wholesale (Luminant Energy)   June 2007 - December 2007
Tulane University  July 2005 - May 2007
Charles Schwab   May 2002 - January 2005
Charles Schwab   February 2000 - May 2002

Education
Tulane University - A.B. Freeman School of Business   2005 — 2007
MBA, Finance

Florida State University - College of Business   1994 — 1999
B.S., Finance & Economics Minor

Martin Silva, SJ Martin Silva, SJ Greater New York City Area Details
Martin Silva, SJ's Charles Schwab Experience 2001 - 2002
Job Deacon, seminarian at the Jesuit School of Theology
Industry Religious Institutions
Experience
Cristo Rey High School Sacramento  August 2010 - June 2012
Gap Inc.  2004 - 2004
DHL  2002 - 2003
Charles Schwab   2001 - 2002
NorthPoint Communications  1999 - 2001
Wells Fargo Bank  1998 - 1999
AT&T  1995 - 1998

Education
Jesuit School of Theology of Santa Clara University   2012 — 2015
Master of Divinity (M.Div.)

Fordham University Graduate School of Arts and Sciences   2007 — 2010
Master of Philosophy (M.Phil.)

Pepperdine University, The George L. Graziadio School of Business and Management   1993 — 1995
MBA, Finance

Dustin Gaj Dustin Gaj Greater St. Louis Area Details
Dustin Gaj's Charles Schwab Experience August 1996 - March 2007
Job Vice President Director of Institutional Sales at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors  April 2012 - Present
Argent Capital   March 2007 - April 2012
Charles Schwab   August 1996 - March 2007

Skills
Financial Services, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Portfolio Management, Investment Management, Investment Advisory, Finance, Investment Strategies, Series 7, Defined Benefit, Series 63, Fixed Income, Hedge Funds, Retirement Planning, 401k, Institutional Investors, Planned Giving, Defined Contribution, Taft-Hartley, Endowments, Pensions, Retirement Plan..., Relationship Management, Pension Funds

Education
Florida State University   1992 — 1996
Bachelor's degree, Finance and Financial Management Services

Greg Schreiner Greg Schreiner San Francisco Bay Area Details
Greg Schreiner's Charles Schwab Experience July 2006 - Present
Job Vice President at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab   July 2006 - Present

Education
Fordham Gabelli School of Business   1995 — 1999

Heather Guiley Heather Guiley Greater Nashville Area Details
Heather Guiley's Charles Schwab Experience August 1994 - August 2004
Job General Manager at Valutec Card Solutions
Industry Financial Services
Experience
Valutec Card Solutions, an FIS Company   March 2013 - Present
FIS  January 2012 - April 2013
FIS  May 2009 - January 2012
FIS  August 2004 - May 2009
Charles Schwab   August 1994 - August 2004
Dun & Bradstreet  1988 - 1993

Skills
Financial Services, Vendor Management, Electronic Payments, Credit Cards, Business Analysis, Payment Card Processing, Banking, Debit Cards, Call Center, Leadership

Education
Florida State University - College of Business
Bachelor of Science (BS), Finance

Nicholas Grabowski Nicholas Grabowski San Francisco, California Details
Nicholas Grabowski's Charles Schwab Experience January 2014 - Present
Job Principal Architecture
Industry Internet
Experience
Charles Schwab   January 2014 - Present
Charles Schwab   May 2012 - January 2014
Charles Schwab & Co.   June 2010 - June 2012
Yola.com  December 2008 - November 2010
Ebates.com  November 2004 - December 2008
Charles Schwab   2000 - 2004
compucom  1999 - 2000

Skills
Engineering Management, Software Engineering, Software Architecture, Technical Leadership, Java, Python, Hadoop, Splunk, NoSQL, Big Data, Continuous Delivery, Web Services, Product Management, Agile Methodologies, JavaScript, SaaS, Linux, Scalability, Scrum, Architectures, Leadership, REST, Cloud Computing, Enterprise Architecture, Distributed Systems, System Architecture, Open Source, Enterprise Software, PaaS, Web Applications, Agile Project Management

Education
Florida State University   1993 — 1998
BS Computer Science, BS Mathematics

Frank Pezzello Frank Pezzello Greater New York City Area Details
Frank Pezzello's Charles Schwab Experience November 2008 - September 2011
Job Strategic Account Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  August 2011 - Present
Charles Schwab   November 2008 - September 2011
Brown Brothers Harriman  July 2007 - October 2008
JPMorgan Chase  July 2003 - July 2007
Morgan Stanley  April 1997 - July 2003

Skills
Financial Services, Securities, Series 7, Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Fixed Income

Education
Fordham University - Graduate School of Business Administration   2003 — 2006
MBA, Finance

Saint John's University
BA, Economics

Stewart Aten Stewart Aten Orlando, Florida Area Details
Stewart Aten's Charles Schwab Experience January 2014 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2014 - Present

Education
Florida State University   1992 — 1997

Anne Krainer Anne Krainer San Francisco Bay Area Details
Anne Krainer's Charles Schwab Experience October 2011 - June 2012
Job Systems Data Quality Engineer at DCI, LLC
Industry Financial Services
Experience
DCI, LLC  February 2014 - Present
Charles Schwab   October 2011 - June 2012
Charles Schwab Investment Management, Inc.   2006 - 2011
MSCI Barra  1997 - 2003
Barra  1997 - 2003
High School  August 1996 - June 1997

Skills
Fixed Income, Risk Management, SQL, Business Analysis, Data Mining, Data Management, Microsoft Excel, Software Development, Matlab, Logical Data Modeling, Mathematics, Quantitative Research, Relational Databases, Basics of Unix, Bloomberg, IntelliJ IDEA, Git

Education
Florida State University   1986 — 1991
Bachelor of Arts (BA), Economics/Philosophy

University of Wisconsin-Madison
Master of Science (MS), Economics

Sarai Madison Sarai Madison Orlando, Florida Area Details
Sarai Madison's Charles Schwab Experience March 1999 - July 2004
Job N.A.A./Alloc Europe at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon  April 2006 - Present
So Sai   January 2005 - Present
Agape Temple of Faith, Inc.   July 2004 - April 2006
Charles Schwab   March 1999 - July 2004

Education
Florida Agricultural and Mechanical University   1990 — 1995

Edgewater High School   1987 — 1990

Morton Jr. High   1984 — 1986

Steve Compton Steve Compton Orlando, Florida Area Details
Steve Compton's Charles Schwab Experience October 2000 - June 2001
Job Regional Private Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  December 2011 - Present
Wells Fargo Bank  July 2009 - December 2011
Wachovia Bank  June 2001 - December 2008
Charles Schwab   October 2000 - June 2001
BankAtlantic  March 1996 - October 2000

Skills
Portfolio Management, Loans, Commercial Lending, Banking, Investments, Finance, Financial Services, Credit Analysis, Mortgage Lending, Commercial Banking

Education
Florida State University - College of Business   1995 — 1996
Bachelor of Science, Finance

Florida State University   1994 — 1995
Bachelor's degree, Banking and Financial Support Services

Shelley Bays Shelley Bays San Francisco Bay Area Details
Shelley Bays's Charles Schwab Experience 1987 - 2005
Job President, Keiretsu Forum Paris and London
Industry Venture Capital & Private Equity
Experience
Keiretsu Forum Paris and London   2008 - Present
Charles Schwab   1987 - 2005
Aitken Campbell   2000 - 2003

Skills
Venture Capital, International Business, Entrepreneurship, Start-ups, Business Strategy, Mergers, Private Equity, Angel Investing, Due Diligence, Mergers & Acquisitions, Investments, Strategy, Corporate Development, Strategic Partnerships, Joint Ventures, Executive Management, Business Planning

Education
Fordham Gabelli School of Business
MBA, Finance, Marketing

University College London, U. of London
MSc, Biochemical Engineering

University of Warwick
BSc, Molecular Biology

Vekevia Tillman Vekevia Tillman Orlando, Florida Area Details
Vekevia Tillman's Charles Schwab Experience March 2011 - October 2012
Job Associate Portfolio Consultant
Industry Investment Management
Experience
Schwab Private Client, Charles Schwab   October 2012 - Present
Charles Schwab   March 2011 - October 2012
Charles Schwab   September 2010 - March 2011
Regions Financial Corporation  2007 - September 2010
Dillard's  January 2007 - April 2007
Premier Bank  August 2006 - December 2006

Skills
Banking, Portfolio Management, Finance, Retail Banking, Customer Service, Series 7, Series 63, Relationship Management, Sales, Financial Services, Investments

Education
Florida State University - College of Business   2006 — 2007
MBA

Florida State University - College of Business   2002 — 2005
Bachelors in Business Management

Kim Formon Kim Formon Greater New York City Area Details
Kim Formon's Charles Schwab Experience June 1999 - November 2005
Job Experienced Financial and Marketing Professional
Industry Financial Services
Experience
Burnham Sterling & Company LLC   July 2011 - September 2013
Charles Schwab   June 1999 - November 2005
Delaware Invest   March 1995 - June 1999
Daiwa Bank and Trust Co   1990 - 1995
Bear Stearns  1989 - 1990

Skills
Fixed Income, Hedge Funds, Marketing, Portfolio Management

Education
Fordham University - Graduate School of Business Administration   1990 — 1993
Master of Business Administration (MBA), Finance

University of Mass   1985 — 1989
Bachelor of Business Administration (BBA), Finance

Alphonso Diaz Alphonso Diaz Greater New York City Area Details
Alphonso Diaz's Charles Schwab Experience 1997 - 2004
Job Director at UBS Investment Bank
Industry Financial Services
Experience
Brean Capital, LLC  November 2013 - January 2015
Fidelity Investments  March 2013 - November 2013
UBS Investment Bank  August 2004 - January 2013
Charles Schwab   1997 - 2004

Skills
Electronic Trading, Equity Trading, Fixed Income, Securities, Options, Financial Markets, Market Making, Investment Banking, Equities, Hedge Funds, Trading Systems, FX Options, Series 7, Proprietary Trading, Capital Markets, Equity Derivatives, Series 24, Bloomberg, Series 63, Derivatives, Trading, Market Data, Alternative Investments, Trading Strategies, Risk Management, FINRA, Prime Brokerage, Investments, Structured Products, ETFs

Education
Fordham University   1993 — 1997
Bachelors, Double Major Finance and Marketing

Rammi Markham Rammi Markham Phoenix, Arizona Area Details
Rammi Markham's Charles Schwab Experience April 2007 - December 2008
Job Sales Manager Bank
Industry Financial Services
Experience
Bank  June 2010 - Present
Charles Schwab   April 2007 - December 2008
Wells Fargo  October 2005 - April 2007

Skills
Retail Banking, Finance, Stock Market, Stock Trading, Investments, International Relations, International Sales, Internal Audit, International Business, Interviews, Internal Communications, Sales Management, Branch Banking, Social Media, Customer Satisfaction, Customer Retention, Customer Engagement

Education
Florida Metropolitan University   2005 — 2009
BS, International Business

Luciano Moschetta Luciano Moschetta Greater New York City Area Details
Luciano Moschetta's Charles Schwab Experience 1994 - 1995
Job Senior Vice President & Deputy Director of Compliance at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  February 2005 - Present
Merrill Lynch  2003 - 2005
Merrill Lynch  2001 - 2003
Merrill Lynch  2000 - 2001
Quick & Reilly  1995 - 2000
Charles Schwab   1994 - 1995
Quick & Reilly  1988 - 1994
Gabelli Asset Management  1987 - 1988
US Securities and Exchange Commission  1983 - 1987

Skills
Securities, Mutual Funds, AML, Trading, Compliance, Fraud, Options, Alternative Investments, Financial Services, KYC, Capital Markets, Fixed Income, Series 24, Series 7, FINRA, Finance, Internal Audit, USA PATRIOT Act, Series 63, Auditing, Risk Management, Equities

Education
Fordham Gabelli School of Business   1981 — 1983
MBA, Finance

Fordham University   1977 — 1981
BS, Marketing/Management

Karen MacDougall Karen MacDougall Phoenix, Arizona Area Details
Karen MacDougall's Charles Schwab Experience February 1993 - Present
Job Sr. Business/Systems Analyst at Schwab Institutional
Industry Financial Services
Experience
Rovia  August 2008 - Present
Charles Schwab   February 1993 - Present
Charles Schwab & Co.   1993 - Present
Schwab Institutional  1993 - Present
Honeywell  1988 - 1993

Skills
SDLC, Software Project..., Agile Project Management, Data Modeling, Data Warehousing, Visio, RUP, Agile Methodologies, Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, PMO, IT Strategy, Project Portfolio..., Oracle

Education
Florida International University   1975 — 1981

Alana Haliko Alana Haliko Greater Denver Area Details
Alana Haliko's Charles Schwab Experience August 2007 - December 2012
Job Business Account Executive
Industry Telecommunications
Experience
Comcast Cable  May 2013 - Present
Charles Schwab   August 2007 - December 2012
Fiserv  January 2008 - July 2008

Skills
Management, Corporate Communications, Financial Services, International Relations, Salesforce.com, Account Management, Customer Retention, Sales, Call Centers, CRM, Direct Sales, Sales Operations, Customer Experience, Sales Management, Cold Calling, Sales Process, Business Development, Product Management, Vendor Management, Leadership, Marketing, Solution Selling, Telecommunications

Education
University of Denver   2011 — 2012
Master of Professional Studies, Organizational Leadership, Fundraising and Philanthropy

Florida State University - College of Business   2007 — 2010
Master of Business Administration (M.B.A.), Master of Business Administration, Concentration in Marketing

University of Florida - Warrington College Of Business   2004 — 2007
Bachelor of Business Administration (B.B.A.), Strategy and Finance

Florida State University   2002 — 2004
Bachelor of Science (B.S.), Fashion Merchandising

Roberto Rodezno Roberto Rodezno Greater St. Louis Area Details
Roberto Rodezno's Charles Schwab Experience January 2000 - May 2005
Job Experienced Broker Dealer Executive
Industry Financial Services
Experience
Financial Services  February 2007 - Present
Espirito Santo Bank  April 2005 - February 2007
Charles Schwab   January 2000 - May 2005

Skills
Banking, Risk Management, Series 7, Wealth Management, Investments, Financial Analysis, Securities, Retail Banking, Mutual Funds, Relationship Management, Vendor Management, Series 63, Finance, Process Improvement

Education
Florida International University - College of Business Administration   1992 — 1998
Bachelors, Business - Finance & Int'l. Business

Tamara Haseltine Tamara Haseltine Cleveland/Akron, Ohio Area Details
Tamara Haseltine's Charles Schwab Experience June 2002 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2002 - Present
Fidelity Investments  1996 - 2002
Mercer  1993 - 1996

Skills
Series 63, Retirement, 401k, Mutual Funds, Pensions, FINRA, Retirement Planning, Investments

Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Dr. Patricia Johnson Dr. Patricia Johnson San Francisco Bay Area Details
Dr. Patricia Johnson's Charles Schwab Experience 2007 - 2008
Job Experienced in Org & Leadership Development, PMO Development, Process Improvement, & Change Management
Industry Management Consulting
Experience
Phoenix Collective, LLC   January 2006 - Present
University of San Francisco  September 2003 - Present
Wells Fargo  2008 - 2011
Charles Schwab   2007 - 2008
Washington Mutual  2004 - 2006
Providian Financial  2000 - 2003

Skills
Strategy, Process Improvement, Six Sigma, Business Strategy, CRM, Organizational..., Management, Program Management, Operations Management, Leadership, Direct Marketing, Project Management, Data Analysis

Education
Fordham Gabelli School of Business   1997 — 1999
MBA, Deming Scholar

New York University
BA, Liberal Arts

University of San Francisco
Doctorate, Organization & Leadership

David Kass David Kass Greater Atlanta Area Details
David Kass's Charles Schwab Experience September 1989 - June 1990
Job Investment Consultant at Scottrade
Industry Capital Markets
Experience
Scottrade  January 2012 - Present
Jackson Securities, LLC   February 2010 - May 2011
FSC Securities Corporation  October 2009 - January 2010
SunTrust Robinson Humphrey  February 1994 - May 2009
Enterprise Capital Management  November 1992 - February 1994
Banc of America Securities / C & S Securities   June 1990 - November 1992
Charles Schwab   September 1989 - June 1990
MONY Securities / FSC Securities   March 1986 - September 1989

Skills
Trading System, Equities, Trading, Equity Trading, Electronic Trading, Fixed Income, Series 7, Securities, Bloomberg, FINRA, Investments, Series 63, Series 24, Traders, Asset Allocation, Mutual Funds, Options, Financial Services, Hedge Funds, Asset Managment, Financial Markets, Portfolio Management, Bonds, Trading Strategies, Trading Systems, Proprietary Trading, Investment Banking, Alternative Investments, Equity Research, FX Options, ETFs, Structured Products, Derivatives, Capital Markets, Valuation, Hedging, Equity Derivatives, Market Making, Finance, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Investment Management, Commodity, Prime Brokerage, Technical Analysis, Private Equity, FX trading, Institutional...

Education
Florida State University   1981 — 1985
BS, Economics

Chuck Nagelvoort Chuck Nagelvoort Greater St. Louis Area Details
Chuck Nagelvoort's Charles Schwab Experience August 2008 - May 2012
Job Field Supervision Director at Edward Jones & Co.
Industry Financial Services
Experience
Edward Jones & Co.   May 2012 - Present
Charles Schwab   August 2008 - May 2012
US Navy  April 2003 - April 2011
Wachovia Securities, LLC  June 2007 - August 2008
A.G. Edwards   January 2001 - May 2007
Prudential Securities  April 1998 - January 2001

Education
Fontbonne University   2010 — 2012
Master of Management, Management, 3.9

Ohio University   1987 — 1990
BA, History Pre-Law

Beverly Warlick Beverly Warlick Orlando, Florida Area Details
Beverly Warlick's Charles Schwab Experience November 2009 - Present
Job Senior Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2009 - Present
Charles Schwab   August 1997 - February 2009
charles schwab   2002 - 2006
Schwab Institutional  1999 - 2002
Charles Schwab   1997 - 1999
Olan Mills  1996 - 1997

Education
Florida State University   1994 — 1995
Studio Arts

Tallahassee Community College   1991 — 1993
AA, Studio Arts

Kevin D. Riley Kevin D. Riley Jacksonville, Florida Area Details
Kevin D. Riley's Charles Schwab Experience February 1992 - August 2012
Job Advisor at Godsey & Gibb Wealth Management
Industry Financial Services
Experience
USAA Wealth Management  December 2013 - June 2015
Marshwinds Advisory Company   February 2013 - November 2013
Charles Schwab   February 1992 - August 2012

Education
Florida State University - College of Business   1989 — 1991
Bachelors in Science, Marketing

Tallahassee Community College   1989 — 1990
Associate Arts

Byron Tobias Byron Tobias Orlando, Florida Area Details
Byron Tobias's Charles Schwab Experience 1999 - 2004
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  July 2014 - Present
JPMorgan Chase  March 2010 - July 2014
Luxury Custom Wheels, LLC   July 2004 - February 2010
Charles Schwab   1999 - 2004

Skills
Series 7, Series 63, Life Insurance &..., Series 66, Life & Health Insurance...

Education
Florida Institute of Technology   2002 — 2003
Certified Financial Planner - Prerequisites

Florida Agricultural and Mechanical University   1995 — 1999
Bachelor of Arts (B.A.), Business/Managerial Economics

Al Cobb Al Cobb Greater Chicago Area Details
Al Cobb's Charles Schwab Experience 1987 - 2004
Job Vice President & Senior Branch Office Manager
Industry Financial Services
Experience
Fidelity Investments  2007 - Present
BMO Harris Bank  2004 - 2007
Charles Schwab   1987 - 2004
Southern Wealth Management   1985 - 1987

Education
Florida Atlantic University   2012 — 2015
MSAT - Master of Science in Accountancy, Taxation (pending), Accounting

Florida Atlantic University   2007 — 2009
MAcc - Master of Accountancy, Forensic Accounting

Kennesaw State University   2000 — 2002
Master of Business Administration (M.B.A.), International Business

Mercer University   1981 — 1985
Bachelor's Degree

Rick Gallup Rick Gallup Greater Denver Area Details
Rick Gallup's Charles Schwab Experience January 2000 - October 2005
Job MyOH Services
Industry Construction
Experience
MyOH Services   June 1999 - Present
Charles Schwab   January 2000 - October 2005

Education
Florida State University   1995 — 1998
n/a, meteorology, mathematics, physics

Jamine Madrid Jamine Madrid Phoenix, Arizona Area Details
Jamine Madrid's Charles Schwab Experience March 2014 - Present
Job Senior Specialist at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab   March 2014 - Present
Charles Schwab   December 2010 - March 2014
MORGAN STANLEY  June 2007 - October 2009
BNP PARIBAS  June 2006 - January 2007
MERRILL LYNCH  January 2006 - May 2006
TIME OUT NEW YORK  August 2005 - December 2005

Skills
Program Management, Windows, Data Analysis, Fundraising, Marketing, Finance, Research, Microsoft Office, Leadership, Market Research, Project Management, Microsoft Excel, Strategic Planning, Business Analysis, Management

Education
Fordham University   2003 — 2007
BS, Finance, Marketing, Economics, and International Business

Richard Lane Richard Lane Greater New York City Area Details
Richard Lane's Charles Schwab Experience September 2003 - March 2004
Job Fixed Income Compliance Officer E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  July 2015 - Present
TD Securities (USA) LLC   October 2010 - July 2015
Gatten Sadowski Inc.   March 2008 - January 2010
Cantor Fitzgerald  September 2006 - March 2008
Moody's Investors Service  July 2004 - September 2006
Charles Schwab   September 2003 - March 2004
BNP Paribas  December 2000 - November 2002
WESTVACO CORPORATION  May 1998 - December 2000
INTERNATIONAL CAPITAL GROWTH, LTD   August 1996 - May 1998

Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Due Diligence, Trading, Finance, Risk Management, Financial Risk, Investment Banking, Compliance, Asset Management, Banking

Education
Tufts University
Bachelor of Arts, History

Fordham Gabelli School of Business
Masters, Business Administration; Finance

Phil Karns Phil Karns Lake Mary, Florida Details
Phil Karns's Charles Schwab Experience March 2011 - Present
Job Senior Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2011 - Present
Pershing, a BNY Mellon company  January 2008 - March 2011
Pershing, a BNY Mellon company  January 2005 - January 2008

Skills
Series 7, Mutual Funds, Wealth Management, Securities, Series 63

Education
Florida Institute of Technology   2012 — 2014
Business Administration and Management, General

Pennsylvania State University-Great Valley Graduate Center   2006 — 2008
Business Administration and Management, General

Lock Haven University of Pennsylvania   1996 — 2001
Bachelor's, Journalism and Communication

Marie Whiteheart Marie Whiteheart Greensboro/Winston-Salem, North Carolina Area Details
Marie Whiteheart's Charles Schwab Experience July 1993 - November 1999
Job Financial Planning and Insurance
Industry Financial Services
Experience
Jamestown Family Financial   October 2010 - Present
MassMutual Financial Group  July 2005 - October 2010
Branch Banking and Trust  December 2000 - July 2005
Charles Schwab   July 1993 - November 1999

Skills
Securities, Fixed Annuities, Mutual Funds, Life Insurance, Health Insurance, Auto Insurance, Homeowners Insurance, Disability Insurance, Variable Annuities, Financial Advisory, Medicare Supplement, Long Term Care Insurance, Compliance

Education
Wake Forest University - Babcock Graduate School of Management

Mercy College
Bachelor of Science, Finance

Florida Institute of Technology

Chris Borge Chris Borge Orlando, Florida Details
Chris Borge's Charles Schwab Experience March 2014 - Present
Job Assest Transfer Servies/Cashiering Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2014 - Present
Regions Financial Corporation  October 2012 - Present
LA Fitness  April 2012 - March 2013
Piggy's BBQ   May 2010 - January 2012
CBRE  January 2007 - May 2007

Skills
Microsoft Office, Word, PowerPoint, Team Leadership, Communication, Managment, Customer Service, Client Relationship..., Customer Retention, Organizational..., Excel, Cash Handling Experience, Data Analysis, Loans

Education
Florida State University   2007 — 2011
Bachelor of Science, Business Management; Business Communications, Human Resource Management

Florida State University - College of Business   2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General

Napoleon Matucan, ChFC® Napoleon Matucan, ChFC® Greater Denver Area Details
Napoleon Matucan, ChFC®'s Charles Schwab Experience 1990 - 2005
Job Senior Agency Standards Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  May 2014 - Present
Cetera Financial Group  April 2013 - May 2014
Comcast Business  September 2012 - April 2013
TIAA-CREF  2011 - 2012
TIAA-CREF  February 2008 - December 2011
TIAA-CREF  March 2006 - February 2008
Charles Schwab   1990 - 2005

Skills
FINRA Series 4, FINRA Series 7, FINRA Series 8, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 65, Colorado Life,...

Education
Florida State University   1984 — 1988
B.S., Economics

Barry Bailey Barry Bailey San Francisco Bay Area Details
Barry Bailey's Charles Schwab Experience 2000 - 2009
Job Consulting Services
Industry Financial Services
Experience
Senior Consultant/Director   2009 - Present
Charles Schwab   2000 - 2009
The Metropolitan Museum of Art  1998 - 2000

Skills
Strategy, Mergers & Acquisitions, Management Consulting, Finance, Consulting, Series 7, Equities, Financial Services, Fixed Income, Investments, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Mutual Funds

Education
Fordham University - Graduate School of Business Administration   1997 — 2000
MBA

Nielsen Tuttle Nielsen Tuttle Lafayette, Louisiana Area Details
Nielsen Tuttle's Charles Schwab Experience March 1986 - February 1988
Job 137 Castle Row
Industry Marketing and Advertising
Experience
Hyundai Motor America  August 2011 - Present
Real Estate and Associates   March 2001 - Present
Bell Atlantic  March 1999 - February 2001
Telephone and Data Systems, Inc.™ (TDS™)   May 1995 - February 1999
Cavaco International   October 1992 - March 1995
Dave Joyner & Associates   March 1988 - September 1992
Charles Schwab   March 1986 - February 1988

Skills
Training, Sales Management, New Business Development, Sales Process, Networking, Wireless, Sales, Telecommunications, Project Management, Territory Development, Strategic Planning, Real Estate, Customer Service, Direct Sales, Account Management, B2B, Online Marketing, Operations Management, Competitive Analysis, Forecasting, Management, Marketing, Team Building, Negotiation, Marketing Strategy, Customer Satisfaction, Sales Operations, Retail

Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Lynn University
Business Administration and Management, General

Anita Simpson Anita Simpson Orlando, Florida Area Details
Anita Simpson's Charles Schwab Experience 1994 - 2005
Job Associate Director, Employee Engagement at Seminole State College of Florida
Industry Human Resources
Experience
Seminole State College of Florida  July 2012 - Present
Anita K. Simpson & Associates, LLC   2011 - Present
Seminole State College  2012 - 2015
GE Franchise Finance  2005 - 2011
Charles Schwab   1994 - 2005

Skills
Performance Management, Recruiting, Strategic Planning, Employment Law, Management, Employee Relations, Deferred Compensation, Training, Human Resources, Organizational..., Leadership, Coaching, Employee Training, Strategy, HR Consulting, Policy, Employee Engagement, Talent Acquisition

Education
Florida State University
Ed. S., Counseling and Human Systems

University of Floida
B. A., History and Political Science

University of South Florida
M. A., Counseling

Jacqueline Hooper, Ph.D., PHR Jacqueline Hooper, Ph.D., PHR Greater Denver Area Details
Jacqueline Hooper, Ph.D., PHR's Charles Schwab Experience May 2015 - Present
Job Senior Manager in Organizational Development, Talent Planning at Charles Schwab
Industry Hospital & Health Care
Experience
Charles Schwab   May 2015 - Present
Hospital Corporation of American (HCA), Continental Division   November 2013 - May 2015
Kaiser Permanente - Colorado  November 2008 - November 2013
Various academic institutions  August 2002 - February 2012
University of Western Sydney  September 1999 - August 2002
Seattle University  June 1998 - August 1999

Skills
Executive Coaching, Public Speaking, Large Group Facilitation, Building Strong Teams, Editing, Talent Assessment, Program Evaluation, Change Management, Employee Engagement, Corporate Wellness, MBTI, Emotional Intelligence, 360 Feedback, Talent Management, Program Management, Healthcare, Corporations, Workshop Facilitation, Coaching, Succession Planning, Leadership, Human Resources, Management, Organizational..., Organizational..., Consulting, Performance Improvement, Organizational Design, Leadership Development, Culture Change, Executive Development

Education
University of Virginia   1992 — 1995
Ph.D., Education

Florida State University   1988 — 1992
M.S., Educational Research (Sport Psychology)

University of Minnesota-Twin Cities   1984 — 1988
B.A. (with honors), Psychology

Moffatt Williams Moffatt Williams Athens, Georgia Details
Moffatt Williams's Charles Schwab Experience 2011 - January 2013
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC  January 2013 - Present
PNC  January 2013 - Present
Charles Schwab   2011 - January 2013

Skills
Series 7, Wealth Management, Asset Allocation, Uniform Combined State..., FINRA, Financial Analysis, Retirement, 401k, Investment Advisory, Investments, Mutual Funds, Securities, ETFs

Education
Florida State University   1992 — 1995
Doctor of Music

University of Michigan   1980 — 1983
Bachelor's degree

Rick Gallup Rick Gallup Lafayette, Colorado Details
Rick Gallup's Charles Schwab Experience January 2001 - October 2006
Job Sales/Marketing at Larson Financial
Industry Financial Services
Experience
Larson Financial Inc.  May 2011 - Present
Earls Restaurants  March 2004 - May 2007
Charles Schwab   January 2001 - October 2006

Skills
Customer Service, Competent computer..., Problem Solving, Solution-oriented, Phone Etiquette, Phone Manner, Professional...

Education
Florida State University   1995 — 1998

Frandeline Joseph Frandeline Joseph Kissimmee, Florida Details
Frandeline Joseph's Charles Schwab Experience February 2012 - June 2014
Job Réconciliation Specialist
Industry Financial Services
Experience
Charles Schwab   February 2012 - June 2014
Charles Schwab   March 2006 - February 2012
Florida Atlantic University  January 2004 - December 2005
MetLife  January 2005 - June 2005
Universal Orlando  May 2000 - May 2001

Skills
Financial Services, Back Office, Customer Service, Training, Customer Experience, Banking, Settlement, Microsoft Excel, Microsoft Office, Account Reconciliation, Leadership, Time Management, Internal Audit, Call Centers, Teamwork, Finance, Human Resources, Business Development

Education
Florida Atlantic University   2004 — 2005
Bachelor of Business Administration (BBA), Finance, General

Valencia Community College   2000 — 2003
Associate of Arts (AA), Management Information System (MIS)

Amanda Agamie Amanda Agamie Orlando, Florida Area Details
Amanda Agamie's Charles Schwab Experience September 2013 - February 2015
Job Regional Facility Coordinator at JLL
Industry Real Estate
Experience
Charles Schwab   September 2013 - February 2015
Professional Development and Standards   2009 - 2011
Publix Super Markets  June 2007 - January 2010

Skills
Customer Service, Human Resources, Employee Training, Research, Leadership, Microsoft Office, Management, Reliability, Interpersonal Skill, Peer Development, Corporate Real Estate, Performance Management

Education
Florida State University   2011 — 2013
Bachelor of Science (B.S.), Psychology

Valencia Community College   2009 — 2010
Associate of Arts (A.A.), General Studies

Darrell Turner Darrell Turner Silver Spring, Maryland Details
Darrell Turner's Charles Schwab Experience AssociateCharles SchwabMarch 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab   AssociateCharles SchwabMarch 2010 - Present
Merrill Lynch  December 2007 - April 2009

Skills
Series 7 - General..., Series 66 - Uniformed...

Education
Florida Agricultural and Mechanical University
Bachelor of Science (BS), Business Administration

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