Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charles Schwab Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
SunTrust Investment Services, Inc. - Private Wealth Management November 2011 - Present
Charles Schwab May 2000 - November 2011
Education
Florida State University 1995 — 1999
Finance
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Charles Schwab July 2006 - Present
Education
Fordham Gabelli School of Business 1995 — 1999
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
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
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
Charles Schwab January 2014 - Present
Education
Florida State University 1992 — 1997
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
MyOH Services June 1999 - Present
Charles Schwab January 2000 - October 2005
Education
Florida State University 1995 — 1998
n/a, meteorology, mathematics, physics
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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