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
Bailie Foss, PMP Bailie Foss, PMP Charlotte, North Carolina Area Details
Bailie Foss, PMP's Charles Schwab Experience March 2013 - Present
Job Financial Services and Software Dev/Imp Project/Product Manager
Industry Financial Services
Experience
Charles Schwab   March 2013 - Present
TIAA-CREF  September 2011 - February 2013
Microsoft Corporation  June 2011 - September 2011
Wells Fargo  December 2009 - June 2011
Union Bank of California  April 2004 - December 2008
AMVESCAP  August 1999 - April 2004
SunGard  July 1998 - August 1999

Skills
Business Analysis, Project Management, SDLC, Process Improvement, Vendor Management, Requirements Gathering, Business Requirements, Financial Services, Business Process..., Software Project..., Program Management, Risk Management, Requirements Analysis, Integration, Analysis, Software Documentation, Business Process, Leadership, IT Strategy, PMP, PMO, Microsoft Project, User Acceptance Testing, SharePoint, Quality Assurance, Cross-functional Team..., Change Management, Software Development, Project Planning, SQL, Relationship Management, Team Leadership, Strategy, TFS, CA Clarity, HP Quality Center

Education
Glendale University College of Law   2005 — 2009

Georgia State University - J. Mack Robinson College of Business   1990 — 1994
BBA

University of North Carolina at Charlotte - Belk College of Business
MBA Candidate - LOA

Levi Jones Levi Jones Indianapolis, Indiana Area Details
Levi Jones's Charles Schwab Experience November 2014 - Present
Job Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2014 - Present
Menards  July 2011 - Present
The Hearth at Prestwick   October 2009 - July 2011
Twin Bridges Golf Club   August 2005 - August 2008

Skills
Leadership, Teamwork, Time Management, Data Entry, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Public Speaking, Customer Satisfaction, Sales, Outlook, Financial Analysis, Finance, Communication, Analysis, Research

Education
Indiana University-Purdue University at Indianapolis   2011 — 2014
Bachelors of Science from The Kelley School of Business, Finance

Franklin College   2008 — 2011
Bachelors of Arts, Accounting

Danville Community High School   2004 — 2008
Academic Honors Diploma

Andrew Dailey Andrew Dailey San Francisco, California Details
Andrew Dailey's Charles Schwab Experience September 2003 - May 2006
Job VP of Trading & Settlements at Decker & Co.
Industry Financial Services
Experience
Decker & Co.   May 2013 - Present
PGR Securities   2006 - 2011
Charles Schwab   September 2003 - May 2006

Skills
Series 7, Series 55, Series 63, Series 24, Series 28, Trading, Equities, Securities, Investments, Compliance

Education
Georgetown University   1999 — 2003
Bachelor of Arts (BA), Economics

David Meador David Meador Greater Atlanta Area Details
David Meador's Charles Schwab Experience July 1999 - June 2001
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  June 2001 - Present
Charles Schwab   July 1999 - June 2001

Skills
Series 7, Mutual Funds, Alternative Investments, Asset Management, Series 63

Education
Georgia State University - J. Mack Robinson College of Business   2000 — 2002
MBA, MBA in Business Management

Louisiana State University   1995 — 1999
Bachelor's of Finance, Finance and Business Management

Roman Fayman Roman Fayman San Francisco Bay Area Details
Roman Fayman's Charles Schwab Experience June 2014 - August 2014
Job Senior Financial Analyst at Intel
Industry Semiconductors
Experience
Intel Corporation  July 2015 - Present
Charles Schwab   June 2014 - August 2014
Cambridge Consulting Network   January 2014 - April 2014
Art Department  December 2011 - September 2012
Realeflow  June 2009 - April 2011
Realeflow  November 2008 - May 2009
Chicago Investment Group  June 2007 - August 2007
Citi  January 2007 - May 2007

Skills
Accounts Payable, Accounting, Accounts Receivable, Budgets, Cash Flow, Invoicing, Financial Statements, Account Reconciliation, Management, Finance, Leadership, Investments, Portfolio Management, Process Improvement, US GAAP, Small Business, General Ledger, Microsoft Word, Microsoft Excel, Mathematics

Education
Georgetown University - The McDonough School of Business   2013 — 2015
Master of Business Administration (MBA)

The Ohio State University   2004 — 2008
B.S., Finance, Economics

Mayfield High School   2000 — 2004

Dennis Shorts Dennis Shorts Denver, Colorado Details
Dennis Shorts's Charles Schwab Experience August 2015 - Present
Job Senior Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   August 2015 - Present
Booz Allen Hamilton  June 2012 - August 2015
Booz Allen Hamilton  March 2007 - June 2012
National Defense University (DOD)   March 2006 - March 2007
KBR  January 2005 - March 2006
Fulbright Korea  July 2002 - July 2003
United States Army  1997 - 2002

Skills
Policy Analysis, Government, International Relations, Strategic Communications, Program Management, Defense, Proposal Writing, National Security, Leadership, Army, Information Assurance, Analysis, Military Operations, Security Clearance, Military, Foreign Policy, Public Policy, International..., Policy, Command, DoD, Intelligence Analysis, Counterterrorism, Operational Planning, Emergency Management, Exercises, Military Experience, Top Secret, Crisis Management, Government Contracting, Intelligence, Federal Government, Interagency Coordination, International Security, Organizational..., Foreign Affairs, Political Science, Diplomacy, Politics

Education
Washington University in St. Louis   2013 — 2015
Master of Business Administration (MBA)

Georgetown University   2003 — 2005
Master of Science (MS), International Relations

Yonsei University   2001 — 2002
Language Certification, Korean Language

Texas Christian University   1993 — 1997
Double B.A., English, Biology

Bennet Harvey Bennet Harvey San Francisco Bay Area Details
Bennet Harvey's Charles Schwab Experience 2000 - 2002
Job Senior Digital Strategist Accenture Interactive
Industry Management Consulting
Experience
Accenture  May 2010 - Present
SaveEnergy123   January 2009 - February 2011
Bennet Harvey Consulting   February 2005 - February 2011
AdYouNet   May 2008 - July 2009
NaturalPath Media   February 2007 - May 2009
Bennet Harvey Consulting   January 2005 - June 2006
CoreFIX   2002 - 2005
Charles Schwab   2000 - 2002
Esurance  1999 - 2000
Cendant Mortgage  January 1998 - November 1999

Skills
E-commerce, Digital Marketing, Start-ups, Product Management, Digital Strategy, Online Marketing, Online Advertising, Strategic Planning, Integrated Marketing, Social Media, Analytics, Digital Media, Strategic Consulting, Business Strategy, Web Analytics, Program Management, SEO, Strategic Partnerships, Marketing Strategy, Lead Generation, Social Media Marketing, Web 2.0, Solution Architecture, Product Development, Business Modeling, Executive Management, Marketing Management, Email Marketing, Entrepreneurship, SEM, Competitive Analysis, Direct Marketing, New Business Development, Business Development

Education
The University of Chicago Booth School of Business   1988 — 1990
MBA, Marketing Management, Finance

University of California at Berkeley   1979 — 1984
BA, English Literature

Milton Academy   1976 — 1979

Latin School of Chicago   1974 — 1976

Francis W. Parker School

James Lynn James Lynn Greater Denver Area Details
James Lynn's Charles Schwab Experience May 2012 - Present
Job Datasavvy, quantitatively minded, coding literate marketing professional.
Industry Marketing and Advertising
Experience
Charles Schwab   May 2012 - Present
Epsilon  October 2007 - May 2012
ASTECH InterMedia  August 2006 - October 2007
The Arizona Republic  2005 - 2006
AmSouth Bank  July 2003 - June 2005
AmSouth Bank  July 2000 - June 2002

Skills
Email Marketing, Analytics, Direct Marketing, Digital Marketing, Database Marketing, CRM, Digital Strategy, Integrated Marketing, Marketing, SAS, SQL, Web Analytics, E-commerce, Unica Campaign, Email, R, SAS E-Miner, Python

Education
University of Georgia - Terry College of Business   2002 — 2003
MBA

Georgia State University - J. Mack Robinson College of Business
MS

University of Georgia - Terry College of Business
BBA

Elisha Gibson Elisha Gibson Indianapolis, Indiana Details
Elisha Gibson's Charles Schwab Experience September 2012 - Present
Job Client Banking Services Representative
Industry Investment Banking
Experience
Charles Schwab   September 2012 - Present
Sam's Club  May 2004 - August 2010

Skills
Customer Service, Teamwork, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Organization, Manageability, Research, Social Media, Public Speaking, HTML, English, Facebook, Analysis, Teaching, Social Networking, Outlook, Team Leadership, Data Analysis, Photoshop, Typing, Multi-tasked, Business Strategy, Business Analysis, Business Development, Empathy, Empowerment, Goal Oriented, Goal-driven leader, Sales, Marketing, Market Research, Event Planning, Compliance, Coordination

Education
University of Phoenix   2014 — 2016
Master of Business Administration (M.B.A.)

Franklin University   2012 — 2013
Bachelors of Science, Business Administration, 3.905

Franklin University   2012 — 2013
Bachelor of Science (B.S.), Business Management, 3.905

Ivy Tech Community College   2010 — 2012
Associate of Science (A.S.), Business Administration

Pike Highschool   2000 — 2004
General Studies

Alexander Brun Alexander Brun Seattle, Washington Details
Alexander Brun's Charles Schwab Experience February 2014 - February 2015
Job
Industry Financial Services
Experience
Charles Schwab   February 2014 - February 2015
Wells Fargo  December 2006 - February 2014
Hua Mei Inter-cultural Enterprises   April 2008 - October 2013
Bank of America  May 2005 - January 2006
American Express Financial Advisors  July 2003 - April 2005

Skills
Investments, Wealth Management, Portfolio Management, Finance, Asset Management, Financial Advisory, Financial Analysis, Financial Services, Investment Management, Market Research, Financial Modeling, Mutual Funds, Equities, Management, Asset Managment, Business Strategy, Corporate Venture..., Company Valuation, Series 7, Asset Allocation, Valuation

Education
University of California, Berkeley, Haas School of Business   2009 — 2009
CIMA, Investment Management

University of Washington, Michael G. Foster School of Business   1999 — 2000
Certificate, International Business

The George Washington University   1986 — 1991
BA, East Asian Studies, Chinese Language and Literature, 3.6 Cum Laude

Fudan University   1988 — 1989
certificate, Chinese Language and Literature

Investment Banking Institue
Investment banking, corporate venture captital (M&A, LBO), financial valuation and modeling

Roger Lamoureux Roger Lamoureux Phoenix, Arizona Area Details
Roger Lamoureux's Charles Schwab Experience November 2013 - October 2014
Job Project Manager at CompuGroup Medical US
Industry Financial Services
Experience
CompuGroup Medical US  September 2015 - Present
Wells Fargo  October 2014 - Present
Charles Schwab   November 2013 - October 2014
Wells Fargo  August 2002 - October 2013
Copper State Communications, Inc   February 2002 - August 2002
PentaStar Communications, Inc   April 1999 - January 2002
Inter-Tel Network Services Agency   August 1998 - April 1999

Skills
Project Management, Customer Service, Sales, Training, Network Architecture, Telecommunications, MPLS, Call Center, Vendor Management, VoIP, Data Center, Professional Services, Requirements Gathering, Team Building, Business Analysis, Contract Negotiation, Visio, Call Centers, Management, Project Planning, New Business Development, Telephony, Networking, Disaster Recovery, Integration, Program Management, Process Improvement, PMO, IT Service Management, Team Leadership, SDLC, Security, Salesforce.com, IT Strategy, ITIL, IT Management, Analysis, PMP, CRM, Outsourcing, Cisco Technologies, Strategy, SharePoint, Unified Communications, LAN-WAN, WAN, Cross-functional Team..., Solution Selling, Leadership, Requirements Analysis

Education
Franklin Pierce College
B.S., Business Management, 3.6

Keller Graduate School
Masters Certificate, Network and Communications Management, 3.8

Andrew Hutchinson Andrew Hutchinson Greater Chicago Area Details
Andrew Hutchinson's Charles Schwab Experience January 2000 - May 2002
Job Associate at Katten Muchin Rosenman LLP
Industry Law Practice
Experience
Katten Muchin Rosenman LLP  September 2013 - Present
Latham & Watkins  November 2010 - September 2013
Och-Ziff Capital Management  2007 - 2010
Chadbourne & Parke LLP  2005 - 2007
Charles Schwab   January 2000 - May 2002
US Army  May 1996 - May 1999

Skills
Private Equity, Leveraged Finance, Corporate Finance, Commercial Finance, Restructuring, Structured Finance, Hedge Funds, Finance, Cross-border..., Acquisitions, Private Placements, Project Finance, IPO

Education
Georgetown University Law Center   2002 — 2005
JD

University of Phoenix   1999 — 2002
BS

University of California, Santa Barbara   1993 — 1995

Brophy College Preparatory   1989 — 1993

Shay Kennedy Shay Kennedy Phoenix, Arizona Details
Shay Kennedy's Charles Schwab Experience April 2010 - August 2011
Job AVP MIS Portfolio Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  December 2011 - April 2015
Charles Schwab   April 2010 - August 2011
The Ohio State University  December 2005 - September 2009

Skills
Leadership, Analysis, Forecasting, Communication, Collaboration, Business Analysis, Analytics, Predictive Modeling, Impact Assessment, Reporting, Research, Capacity Planning, Strategy, Data Analysis, Data-driven Decision..., Business Impact Analysis, Project Management, Strategic Planning, Strategic Analysis, Issue Resolution, Solution Development, Solution Implementation, Information Management, Data Management, Finance, Portfolio Management, Business Development, Microsoft Excel, Process Improvement, Financial Analysis, Banking, Strategic Execution, Strategic Leadership

Education
Franklin University   2009 — 2011
Master of Business Administration (MBA), Finance, General

The Ohio State University   2001 — 2005
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences Business Services

Randy Gonzales Randy Gonzales Phoenix, Arizona Area Details
Randy Gonzales's Charles Schwab Experience March 2010 - March 2014
Job Senior Staff, Problem Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   March 2010 - March 2014
Apollo Group  January 2009 - March 2009
DHL INFORMATION SYSTEMS   June 2006 - January 2009
DHL INFORMATION SYSTEMS   January 2004 - January 2009
American Express  January 1998 - January 2003
American Express  January 1993 - January 1997
American Express  January 1989 - January 1993

Skills
Problem Management, ITIL, Change Management, Call Center, Help Desk Support, Call Centers, SharePoint, Service Delivery, Software Documentation, Release Management, Incident Management, IT Service Management, Data Center, Business Process, Process Improvement, Service Desk, BMC Remedy, Service Management, Technical Support, Operating Systems, IT Management, IT Operations, Configuration Management, Information Technology, IT Strategy, ITIL v3 Foundations..., Mainframe, Business Analysis, Business Process..., Troubleshooting, Lotus Notes, Infrastructure, Servers, Cross-functional Team..., Disaster Recovery

Education
Gateway Community College
Computer Science

Jason Randolph Jason Randolph Chicago, Illinois Details
Jason Randolph's Charles Schwab Experience November 2009 - October 2012
Job CoFounder | President of InteractiveH2O
Industry Marketing and Advertising
Experience
InteractiveH2O  2012 - Present
Charles Schwab   November 2009 - October 2012
Cramer Krasselt  March 2008 - November 2009
Peregrine Financial Group  August 2007 - July 2008
JWT Communications, Entertainment and Technology Practice  August 2006 - August 2007
22squared  December 2005 - August 2006

Skills
Online Advertising, Social Media Marketing, Creative Direction, SEM, Digital Marketing, Interactive Marketing, Digital Strategy, Integrated Marketing, Email Marketing, PPC, Media Planning, Mobile Marketing, Advertising, Media Buying, Digital Media, Interactive Advertising, Direct Marketing, Web Analytics, SEO, Google Adwords, Strategic Partnerships, Social Media, Analytics, Lead Generation, Landing Page..., Marketing Strategy, Online Marketing, Marketing, Search Advertising, Creative Strategy, Relationship Marketing, Search, Online Lead Generation, Display Advertising, E-commerce, Public Relations, Brand Development, Customer Acquisition, Web Marketing, Account Management, B2B Marketing, Campaign Management, Google Analytics, Strategy, Facebook, Direct Mail, Multi-channel Marketing

Education
Georgia State University - J. Mack Robinson College of Business   2002 — 2005
BBA Marketing, marketing

Christian Edvardsen Christian Edvardsen San Francisco Bay Area Details
Christian Edvardsen's Charles Schwab Experience 2010 - 2011
Job Senior Account Executive at Visa
Industry Financial Services
Experience
Visa  February 2015 - Present
Visa  October 2014 - February 2015
Visa  2012 - October 2014
BlackRock  2011 - 2012
Charles Schwab   2010 - 2011
Charles Schwab   2008 - 2010
Goldman, Sachs, & Co., Inc.   2005 - 2008
Gannett Co., Inc.   2003 - 2004
USA TODAY  2000 - 2003
PricewaterhouseCoopers  1998 - 2000

Skills
Product Management, Analytics, Market Research, Product Development, Business Analysis, Partner Management, Sales Strategy, Marketing Strategy, Management, Cross-functional Team..., Program Management, Finance, Leadership, CRM

Education
Stanford University Graduate School of Business   2004 — 2006
MBA, Leadership

Georgetown University   1994 — 1998
BSBA, Accounting Major, Art History Minor, Emphasis in Marketing

Michelle Aquino Michelle Aquino Washington D.C. Metro Area Details
Michelle Aquino's Charles Schwab Experience March 2015 - Present
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2015 - Present
Charles Schwab   November 2013 - March 2015
TD Bank Group  October 2006 - November 2013

Education
Liberty University   2012 — 2013
Bachelor of Science (BS), Business Administration - Finance

George Mason University

Eileen Loustau Eileen Loustau San Francisco, California Details
Eileen Loustau's Charles Schwab Experience August 1995 - June 2004
Job Senior Vice President, Head of Marketing at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company  October 2013 - Present
BlackRock  June 2012 - October 2013
iShares  December 2009 - June 2012
iShares  August 2006 - December 2009
Charles Schwab   August 1995 - June 2004
Wells Fargo  August 1990 - July 1995

Skills
Social Media, Digital Marketing, Strategic Communications, Investments, Public Speaking, Education, Video, Team Leadership, Website Development, Content Strategy, Web Analytics, Direct Marketing, Blogging, Email Marketing, Marketing, Market Research, Strategy, Internal Communications, Content Marketing, Marketing Strategy, Leadership, Social Media Marketing, Online Advertising, Integrated Marketing, Analytics, Financial Services

Education
Georgetown University
MBA, Marketing and Business Government Relations

University of California, Berkeley
BA, English

Phillip TK Yin Phillip TK Yin Washington, District Of Columbia Details
Phillip TK Yin's Charles Schwab Experience July 2006 - August 2007
Job News Anchor CCTV America
Industry Broadcast Media
Experience
CCTV Television America   December 2011 - Present
Bloomberg LP  April 2010 - October 2011
Unifund SA.   August 2007 - January 2010
Charles Schwab   July 2006 - August 2007
CNBC International  January 2004 - January 2005

Skills
Business Strategy, Portfolio Management, Banking, Equities, Emerging Markets, Investment Banking, Bloomberg, Hedge Funds, Financial Markets, Valuation, Journalism, Asset Managment, Fixed Income, Derivatives, Trading, Corporate Communications, Asset Management, Due Diligence, Strategy, Private Equity, Venture Capital, Broadcast, Economics, Business Development, Investment Strategies, Management, Bloomberg Terminal, Expert Communicator, Investments, Media Relations, Television

Education
Georgetown University - The McDonough School of Business
MBA, Finance, Global Branding, Int'l MBA

University of Washington
BA Business, Finance & Marketing

Erick Lahme Erick Lahme Boston, Massachusetts Details
Erick Lahme's Charles Schwab Experience February 2000 - June 2005
Job Client Relationship Manager at Bank of America
Industry Banking
Experience
Bank of America  May 2015 - Present
Mercy Hospital - Eastern Maine Hospital Systems   September 2013 - Present
Spinnaker Trust  December 2011 - June 2013
US Trust  June 2005 - December 2011
Charles Schwab   February 2000 - June 2005

Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Trust Services, Brokerage, High Net Worth..., Loans, Investment Management, Finance, Series 7, Asset Allocation, Asset Management, Management, Credit, Banking, Investment Advisory, Mutual Funds, Financial Services, Securities, Financial Advisory, Equities, Wealth Management..., Retirement

Education
Framingham State University   1981 — 1985
BA, Economics

Francis (Frank) Kelly Francis (Frank) Kelly Washington D.C. Metro Area Details
Francis (Frank) Kelly's Charles Schwab Experience 1997 - 2003
Job Managing Director & Global Coordinator, Public Affairs, Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank  January 2013 - Present
Deutsche Bank  June 2003 - Present
Deutsche Bank  November 2010 - January 2013
Deutsche Bank  August 2003 - December 2010
Deutsche Bank  2003 - December 2010
Charles Schwab   1997 - 2003
Merrill Lynch  1995 - 1997
Powell Tate  1993 - 1995
US Securities and Exchange Commission  1992 - 1993
US Securities and Exchange Commission  1991 - 1992

Skills
Political Risk Analysis, Government, Financial Services, Politics, Research, Crisis Management, Risk Management, Crisis Communications, Governance, Private Equity, Strategic Communications, Financial Risk, Due Diligence, International Relations, Mergers, Structured Finance, Public Policy, Mergers & Acquisitions, Policy, Public Affairs, Strategic Planning, Analysis, Capital Markets, Corporate Communications, Corporate Governance, Derivatives, Emerging Markets, Executive Management, Investment Banking, Corporate Finance, Hedge Funds, Management, Strategy, Asset Management, Investments

Education
George Mason University   1991 — 1994
Masters Degree, International Transactions & Trade

University of San Francisco   1982 — 1986
Bachelor of Arts, History, Philosophy. Great Books

Bishop Dennis J. O'Connell High School   1978 — 1982

Eric Zinkerman Eric Zinkerman Greater Chicago Area Details
Eric Zinkerman's Charles Schwab Experience September 2007 - May 2010
Job VMI Analyst at Bolthouse Farms
Industry Consumer Goods
Experience
Bolthouse Farms  June 2014 - Present
Bolthouse Farms  July 2012 - Present
Bolthouse Farms  August 2011 - August 2012
Bolthouse Farms  August 2010 - August 2011
Charles Schwab   September 2007 - May 2010

Skills
Vendor Managed Inventory, Inventory Control, Logistics Management, Strategic Planning, Microsoft CRM, JDE Enterprise One, Microsoft Excel, Inventory Analysis, Customer Service, Management, Risk Management, Microsoft Office, Project Management, Sales Management, Cost Accounting, Tax Accounting, sales and customer..., Social Media, Financial Planning, Marketing, Advertising, Photography, Graphic Design

Education
Franklin Pierce College   2003 — 2007
BS, Non-profit management, productions and operations management, 3.3 GPA

Rob Vipperman Rob Vipperman Columbus, Ohio Area Details
Rob Vipperman's Charles Schwab Experience November 1991 - November 2001
Job Investment Analyst at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance  February 2003 - Present
VIPPERMANPHOTO   January 2002 - Present
Charles Schwab   November 1991 - November 2001
Schwab Institutional  1991 - 2001
Skyway Airlines  November 1989 - November 1991
Ohio Air National Guard  August 1980 - November 1991
Marsh Block & Co.   1987 - 1989
Continental Airlines  November 1985 - November 1987
People Express Airlines  October 1981 - November 1985

Skills
Investments, Risk Management, Series 7, Process Improvement, Series 63, Insurance, Business Analysis, Customer Service, Microsoft Excel, Microsoft Office, Stocks, Strategic Planning, Sales, PowerPoint, Photography, Sports Marketing, Portrait Photography, Digital Printing, Digital Imaging, Photoshop, Digital Photography, Series 65, Leadership, Series 6, Portfolio Management, Securities, Fixed Annuities, Management, Mutual Funds, Trading, Fixed Income, Bloomberg, Financial Analysis, 401k, FINRA, Retirement, Asset Allocation, Uniform Combined State..., Variable Annuities, Investment Advisory, Retirement Plan..., Defined Benefit, Series 24, Qualified Retirement..., Investment Management, Investment Strategies, Retirement Planning, Bonds, Equity Trading, Financial Advisory

Education
Franklin University   1988 — 1992
Bachelor, Finance

Gahanna Lincoln   1976 — 1980

Chad Riley Chad Riley Austin, Texas Details
Chad Riley's Charles Schwab Experience June 2012 - July 2013
Job Director of Strategy at Wayside Schools
Industry Nonprofit Organization Management
Experience
Wayside Schools  January 2015 - Present
Texas A&M University  July 2013 - December 2014
Education Pioneers  June 2014 - August 2014
Charles Schwab   June 2012 - July 2013
Merrill Edge  November 2011 - June 2012
Adventures In Missions  June 2010 - June 2011
Fidelity Investments  2009 - 2010
Fidelity Investments  2007 - 2009
Fidelity Investments  2006 - 2007

Skills
Investments, Financial Analysis, Mutual Funds, Strategic Planning, Project Management, Non-profit Program..., Portfolio Management, Charitable Gift Planning, Retirement Planning, Wealth Management, Asset Allocation, Retirement, 401k, Financial Services, Securities

Education
Texas A&M University   2013 — 2015
Master of Business Administration (M.B.A.)

Georgetown University   2008 — 2009
Center for Continuing and Professional Education

Miami University   2002 — 2006
BS, Finance, International Business

Cristiana Moss Cristiana Moss Arlington, Virginia Details
Cristiana Moss's Charles Schwab Experience April 2000 - June 2001
Job Executive Assistant to the CEO
Industry Aviation & Aerospace
Experience
Top Side Aviation   September 2013 - Present
AgustaWestland  February 2012 - November 2014
Intelligence and National Security Alliance  May 2008 - May 2010
Micron Technology, Inc.   December 2005 - February 2007
Grant Thornton LLP  2005 - 2005
Fidia Farmaceutici SPA  2003 - 2004
Charles Schwab   April 2000 - June 2001

Skills
Microsoft Office, Excel, PowerPoint, Word, Outlook, Problem Solving, Budgeting, Program Management, Access, Customer Relations, Accounts Payable, Inventory Management, Accounting, Event Planning, Research, Purchasing, SAP, Customer Service, Analysis, Administration, Financial Reporting, Quickbooks, Accounts Receivable, Spreadsheets, Coordination, Vendor Relations, Procurement, Forecasting, Event Management, English, Windows, Invoicing, Financial Analysis, Non-profits, Billing, Administrative Support, Scheduling, Microsoft Word, Microsoft Excel, Budgets, Blackberry, International Events, Conference Registration, Venue Scouting, Attendee Registration, Pharmaceutical Meetings, Conference Logistics, Conference Support, Off-site Events, Executive Office...

Education
George Mason University   2004 — 2007
BA, Global Affairs

FOREMA   2003 — 2003
Export Office Manager Certificate, Import-Export

Vista College -Now Berkeley City College   1998 — 2001
AA, Liberal Arts

Sarah Moyer Sarah Moyer Northfield, Minnesota Details
Sarah Moyer's Charles Schwab Experience October 1995 - August 2000
Job Handmade by Sarah Moyer
Industry Consumer Goods
Experience
Handmade by Sarah Moyer   August 2013 - Present
JillyBeans Boutique   2005 - May 2013
Carmel Baptist Church  September 2007 - April 2008
Charles Schwab   October 1995 - August 2000

Skills
Sewing, Fashion, Small Business, Art

Education
Frostburg State University   1992 — 1994
Bachelor of Science (BS), Psychology

Gordon College   1990 — 1992
Special Education and Teaching

Joseph DeSalvo Joseph DeSalvo Greater Boston Area Details
Joseph DeSalvo's Charles Schwab Experience September 1999 - May 2003
Job Head of U.S. Corporate Security
Industry Security and Investigations
Experience
GardaWorld Cash Services  February 2014 - Present
Zero Point Risk Research   March 2012 - January 2014
Mylan  August 2011 - March 2012
Hillard Heintze  May 2011 - August 2011
Iron Mountain  January 2007 - May 2011
Security Advisory Services   June 2003 - December 2006
Bank of America  April 2004 - January 2005
Charles Schwab   September 1999 - May 2003
Bankers Trust Co./Deutsche Bank   April 1996 - September 1999
FBI  May 1991 - April 1996

Education
Northwestern University - Kellogg School of Management   2008 — 2008
Senior Executive Leadership Program

Georgetown University   2003 — 2003
Executive Leadership Program

University of Hartford   1989 — 1991
MBA, Finance

State University of New York College at Plattsburgh   1986 — 1989
Bachelor's Degree, History

Steve Emerson Steve Emerson Salinas, California Area Details
Steve Emerson's Charles Schwab Experience 1998 - 2004
Job Managing Partner/Financial Consultant
Industry Financial Services
Experience
First Pacific Financial Services   April 2004 - Present
Charles Schwab   1998 - 2004
Morgan Stanley  1997 - 1998
Electra Broadcasting   1996 - 1998

Education
Santa Barbara City College   1980 — 1981
Economics

Fort Lewis College   1976 — 1977
Economics, Political Science

Graham Mainwaring Graham Mainwaring Raleigh-Durham, North Carolina Area Details
Graham Mainwaring's Charles Schwab Experience 1995 - 1997
Job AwardWinning Information Technology Consultant
Industry Information Technology and Services
Experience
Verisk Health  December 2014 - Present
Subjective Systems, Inc.   January 2009 - Present
Copernicus Group IRB  August 2006 - January 2009
F5 Networks, Inc.   January 2006 - August 2006
Dynogen Pharmaceuticals, Inc.   June 2003 - December 2005
etrials   April 2000 - January 2003
Magellan Laboratories, Inc.   March 1997 - April 2000
Charles Schwab   1995 - 1997

Skills
Virtualization, Software Development, Firewalls, VMware, Cloud Computing, Apache, VPN, Linux, Network Security, Network Architecture, Cisco Technologies, Disaster Recovery, Load Balancing, Data Management, Perl, Microsoft SQL Server, Data Center, Security, SQL, TCP/IP, Web Services, Integration, SDLC, DNS, Solaris, Unix, SharePoint, Servers, Databases

Education
Georgia Institute of Technology   2015 — 2017
Computer Science (OMSCS)

Thomas Edison State College   2013 — 2013
Bachelor of Arts (B.A.), Computer Science

Edinburgh Business School, Heriot-Watt University   1998 — 2000
Business Administration and Management

North Carolina State University   1987 — 1989
Computer Science & Philosophy (double major)

Prahalad Thota Prahalad Thota San Francisco Bay Area Details
Prahalad Thota's Charles Schwab Experience April 2013 - May 2015
Job Senior Vice President, Head of Enterprise Analytics at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2015 - Present
Charles Schwab   April 2013 - May 2015
PayPal  January 2011 - March 2013
PayPal  November 2008 - December 2010
Capital One Services Inc  July 2004 - October 2008
Capital One Services Inc  March 2001 - June 2004
Arthur Andersen  July 1997 - August 1999

Skills
Analytics, Product Management, Pricing, Marketing Strategy, Credit Risk, Segmentation, Predictive Analytics, Business Analytics, SAS, Predictive Modeling, Pricing Strategy, Financial Modeling, Competitive Analysis, Cross-functional Team..., Financial Services, Strategy, Customer Insight, Business Intelligence, Customer Analysis, Business Analysis, Digital Strategy, Risk Management, Product Development, Analysis, E-commerce, Program Management, Mergers & Acquisitions, Product Marketing, Management Consulting, Portfolio Management, Management, Customer Acquisition, P, Valuation

Education
Virginia Polytechnic Institute and State University   1999 — 2000
M.S., Finance

Indian Institute of Management, Bangalore   1995 — 1997
MBA, Finance

Georgia Institute of Technology   1993 — 1994
M.S., Aerospace Engineering

Indian Institute of Technology, Madras   1989 — 1993
B.Tech., Aerospace Engineering

Chetan Sastry Chetan Sastry San Francisco Bay Area Details
Chetan Sastry's Charles Schwab Experience October 2008 - March 2010
Job Lead UI Engineer at Medallia, Inc.
Industry Information Technology and Services
Experience
Medallia, Inc.   April 2012 - Present
Medallia, Inc.   March 2010 - May 2012
Charles Schwab   October 2008 - March 2010
Cargomatrix Inc   January 2008 - October 2008
Infosys Technologies Limited  August 2005 - January 2008
Infosys Technologies Ltd.  December 2001 - August 2005

Skills
JavaScript, HTML5, Java, J2EE, C#, Social Media Development, JavaScript Frameworks, Web Development, Usability, Java Enterprise Edition, HTML 5, Agile Methodologies, CSS, Software Development, Hibernate, Ruby, PostgreSQL, .NET, Social Media, SQL, ASP.NET, AJAX, jQuery, Enterprise Software, XML, Programming, User Interface

Education
Georgia Institute of Technology   2015 — 2017
Master’s Degree, Computer Science

The National Institute of Engineering   1997 — 2001
B.E., Mechanical Engineering

Christopher Piekarski Christopher Piekarski San Francisco Bay Area Details
Christopher Piekarski's Charles Schwab Experience April 2001 - May 2008
Job UI Engineer at Apple
Industry Internet
Experience
Apple  May 2012 - Present
Zensori   September 2009 - Present
myLinkpower   April 2010 - June 2012
Apple Inc. (via LEVEL Studios)   July 2010 - April 2012
Charles Schwab   April 2001 - May 2008
Miadora   May 2000 - September 2000
Graphic Education Corporation   May 1997 - June 1998

Skills
Photoshop, Web Design, Graphics, Web Development, JavaScript, Photography, CSS, User Experience, User Interface, Front-end, User Interface Design, CSS3, Interaction Design, Mobile Applications, Information Architecture, jQuery, Graphic Design, ActionScript, Leadership, Digital Marketing, HTML, Illustrator, Brochures, Multimedia, HTML 5, Layout

Education
Full Sail University   1998 — 1999
AS, Digital Media

University of Missouri-Columbia   1996 — 1998

Christine Parker, CFP® Christine Parker, CFP® La Plata, Maryland Details
Christine Parker, CFP®'s Charles Schwab Experience April 1997 - November 2004
Job Personal Finance Expert for Women Executives and Business Owners
Industry Financial Services
Experience
Parker Financial, LLC   October 2007 - Present
University of Maryland Charles Regional Medical Center  January 2008 - May 2014
Financial Planning Association of the National Capital Area   January 2006 - December 2011
Stanford Group Company  November 2004 - June 2006
Charles Schwab   April 1997 - November 2004

Skills
Retirement Planning, Estate Planning, Public Speaking, Strategic Financial..., Financial Advisory, Wealth Management, Investment Advisory, Risk Management, Insurance, Personal Finance, Non-profits, Investments, Investment Management, Financial Planners, Small Business, Entrepreneurship, Nonprofits, Budgets, Finance, Strategic Planning

Education
Georgetown University   2005 — 2005
Certification, Certificate of Financial Planning

University of Maryland University College   2000 — 2004
BS, Business Administration

La Plata High School   1982 — 1986

Mark Kuniholm, CFP®, CTFA Mark Kuniholm, CFP®, CTFA Washington D.C. Metro Area Details
Mark Kuniholm, CFP®, CTFA's Charles Schwab Experience March 2004 - April 2008
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   February 2015 - Present
SunTrust Investment Services, Inc.   January 2012 - February 2015
Wells Fargo  April 2008 - January 2012
Charles Schwab   March 2004 - April 2008
Electronic Trading Group  2002 - 2004
Truth In Lending   2001 - 2004
Charles Schwab   2000 - 2001
Janus Capital Group  1999 - 2000

Education
Georgetown University
Certified Financial Planner Program

Kaplan University
Financial Risk Management

St. Lawrence University
Bachelor of Arts (B.A.), Economics

Stanstead College

Meg Gaisford Welborn Meg Gaisford Welborn Wellesley Hills, Massachusetts Details
Meg Gaisford Welborn's Charles Schwab Experience 1994 - 1998
Job Associate Counselor at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC   January 2015 - Present
GW & Wade, LLC   October 2009 - December 2014
Charles Schwab   1994 - 1998
PWC (formerly Coopers & Lybrand)   1990 - 1993

Skills
Microsoft Office, Series 7, Series 66

Education
Suffolk University Law School   1987 — 1990
J.D., Law

University of Connecticut   1978 — 1981
Bachelor of Arts (B.A.), English Language and Literature/Letters

Gettysburg College   1977 — 1978

Selwyn Notelovitz Selwyn Notelovitz Austin, Texas Details
Selwyn Notelovitz's Charles Schwab Experience August 2000 - October 2004
Job Deputy CCO and Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors  December 2012 - Present
Hilltop Consulting LLC   May 2012 - December 2012
Wellington Management Company  November 2004 - December 2011
Charles Schwab   August 2000 - October 2004
Bank of America  April 1994 - August 2000
U.S. Securities & Exchange Commission   1987 - 1994

Skills
Securities, Asset Managment, Financial Services, Investments, Banking, Legal Advice, Investment Company Act, FINRA, AML, Broker-Dealer, Securities Regulation, Investment Advisers Act, Hedge Funds, Operational Risk...

Education
Georgetown University Law Center   1992 — 1994
LL.M., Securities

University of Florida - Fredric G. Levin College of Law   1983 — 1986
JD, Law

University of Florida   1979 — 1983
BA, Political Science

Cathy Stapley Cathy Stapley Phoenix, Arizona Area Details
Cathy Stapley's Charles Schwab Experience September 2006 - March 2007
Job Analyst at US Airways
Industry Information Technology and Services
Experience
US Airways  May 2010 - Present
Salt River Project  December 2007 - February 2009
PetSmart  August 2007 - October 2007
Charles Schwab   September 2006 - March 2007
Axciom/Wolters Kluwer Healthcare Analytics   2005 - 2006
American Express  September 2004 - May 2005
Arizona Public Service  June 1984 - November 2003

Education
Gateway Community College   1980 — 1983
Associate

Steven Greiner Steven Greiner Chicago, Illinois Details
Steven Greiner's Charles Schwab Experience June 2014 - Present
Job SVP | Schwab Equity Ratings at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   June 2014 - Present
Factset  June 2010 - June 2014
PNC Capital Advisors (previously Allegiant)   April 2005 - April 2010
Harris Investment Management  November 2003 - March 2005
Clover Capital Management  2000 - 2003
AlliedSignal  June 1989 - June 1994

Skills
Portfolio Management, Quantitative Analysis, Quantitative Modeling, Tactical Asset..., Global Asset Allocation, Risk Modeling, Risk Management, Equity Research, Options, FX Options, FX Hedging, Quantitative Analytics, Analysis, Asset Allocation, Bonds, Derivatives, Equities, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Investment Management, Investments, Monte Carlo Simulation, Portfolio Optimization, Quantitative Finance, Quantitative Investing, Risk Analytics, Risk Assessment, Strategy

Education
Freie Universität Berlin   1987 — 1989
Postdoc, Chemical Physics Computational Modeling

University of Rochester   1982 — 1987
Ph.D., Chemical Physics

Brian Horan Brian Horan Washington D.C. Metro Area Details
Brian Horan's Charles Schwab Experience October 2004 - August 2014
Job VP, Sr. Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC  September 2015 - Present
RME360  August 2014 - July 2015
Charles Schwab   October 2004 - August 2014
Charles Schwab   2001 - 2004
Charles Schwab   1998 - 2001
Charles Schwab   1998 - 1998
Charles Schwab   1996 - 1998

Skills
Series 7, Series 63, Series 24, Series 9/10, Wealth Management, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Credit, Mutual Funds, Financial Analysis, Securities, Financial Planning, Marketing Strategy, Mortgage Lending, Asset Management, Leadership, Banking, New Business Development, Business Strategy, Lead Generation

Education
Georgetown University
EML, Executive Master's in Leadership

Providence College
BS, Finance

Nicholas J. Agate Nicholas J. Agate Washington D.C. Metro Area Details
Nicholas J. Agate's Charles Schwab Experience July 2011 - July 2012
Job J.D. Candidate, Georgetown University Law Center
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP   May 2015 - July 2015
U.S. Securities and Exchange Commission   September 2014 - November 2014
U.S. House of Representatives   May 2013 - July 2014
Charles Schwab   July 2011 - July 2012
Reading Crown Court   June 2010 - June 2010
Chambers of 11 South Square   May 2010 - June 2010
News Group Newspapers   May 2010 - May 2010
Haas School of Business  June 2009 - May 2010
Upland Sports Group, Inc.   January 2008 - August 2008
Paradigm Cycles   June 2005 - December 2007

Skills
Research, Sales, Legal Writing, Data Analysis, Legal Research, Writing, Communicative Skills, Interpersonal Skill, Attentiveness to Detail, Microsoft Applications, Westlaw, Lexis/Nexis, Litigation, Editing, Litigation Support, Government, Administrative Law, Legal Assistance, Legal Documents, Proofreading, Corporate Law, Securities Regulation, Lexis

Education
Georgetown University Law Center   2012 — 2015
Juris Doctor (J.D.)

University of California, Berkeley   2008 — 2010
B.A., Philosophy

Albany High School   2000 — 2004
H.S. Diploma

Samantha Fordyce Samantha Fordyce San Francisco Bay Area Details
Samantha Fordyce's Charles Schwab Experience February 1998 - September 2001
Job Development Director at Solano Community Foundation
Industry Management Consulting
Experience
Solano Community Foundation   November 2014 - Present
Your Back Office   September 2001 - November 2014
Charles Schwab   February 1998 - September 2001
Wells Fargo  December 1993 - November 1997
Deloitte & Touche (now Deloitte)   April 1989 - February 1992
Westamerica Bank  May 1986 - March 1989
Kaiser Foundation Health Plan  June 1982 - May 1986
EDP Audit Controls   October 1980 - June 1982

Skills
Business Analysis, IT Project Management, Internal Systems Auditor, QA Analyst, IT Manager, Audit Consulting, Office Management, Standards Analysis, Technical Writing, Healthcare Information..., Programming, Delivering Technical..., QuickBooks, Quality Assurance, Cross-functional Team..., Editing, Training, Project Planning, Management Consulting, Project Management, Public Speaking, Customer Service, Strategic Planning

Education
Cornell University
Executive Leadership Certificate

Georgetown University
BS, Foreign Service

Universite Laval
Certificate, French

Jeff Melvin Jeff Melvin Phoenix, Arizona Area Details
Jeff Melvin's Charles Schwab Experience October 2005 - June 2015
Job Experienced Human Resources rep
Industry Financial Services
Experience
CR Bard  July 2015 - Present
Charles Schwab   October 2005 - June 2015
Phelps Dodge  September 2003 - August 2005
CSK Auto  September 2001 - April 2003

Skills
Employee Benefits, Employee Relations, Payroll, Performance Management, Deferred Compensation, Onboarding, Employee Engagement, Management, Employee Training, 401k, Retirement, Talent Management

Education
Gateway Community College   2014 — 2016
Associate’s Degree, General Studies

Michael Berlin Michael Berlin Greater Atlanta Area Details
Michael Berlin's Charles Schwab Experience 1999 - 2006
Job Regional Perm Director at Randstad Technologies US
Industry Staffing and Recruiting
Experience
Randstad Technologies US  June 2015 - Present
Randstad Technologies US  October 2011 - June 2015
Robert Half International  March 2010 - October 2011
UBS  2007 - 2010
Charles Schwab   1999 - 2006

Skills
Sales, Sales Management, Temporary Staffing, Staffing Services, Recruiting, Strategy, Business Development, Leadership, Coaching, Permanent Staffing

Education
Georgia Institute of Technology   1993 — 1999
BS, Management, High Honor 3.6 GPA

Greg Taylor Greg Taylor San Francisco Bay Area Details
Greg Taylor's Charles Schwab Experience October 1998 - July 1999
Job Vice President & Chief Information Officer at Kimpton Hotels & Restaurants
Industry Hospitality
Experience
Kimpton Hotels & Restaurants  December 2011 - Present
United Airlines  August 1999 - November 2011
Charles Schwab   October 1998 - July 1999
Pacific Gas & Electric Company  September 1990 - September 1998

Skills
Cross-functional Team..., PMP, Vendor Management, Change Management, IT Strategy, Program Management, Process Improvement, Strategy, IT Service Management, Leadership, Business Process..., IT Management, Project Management, SDLC, Cloud Computing, Integration, Project Portfolio..., Team Leadership, Business Analysis, Outsourcing, Operations Management, Management, Business Transformation, Disaster Recovery, Enterprise Software, CRM, Six Sigma, Team Building, IT Operations, ERP, Enterprise Architecture, Visio, PMO, Business Process, Project Planning, Business Intelligence, Information Technology, Networking, Executive Management, ITIL, SaaS, Security, Consulting, Software Documentation, Strategic Planning, Budgets, Customer Service, Analysis, Software Project...

Education
Georgia Institute of Technology
BME

Marvella Cubit Marvella Cubit Tempe, Arizona Details
Marvella Cubit's Charles Schwab Experience April 2015 - Present
Job Associate Financial Representative at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   April 2015 - Present
The Endurance International Group   January 2012 - April 2015
IPOWER  March 2008 - August 2012

Skills
Troubleshooting, Technical Support, Customer Service, Customer Satisfaction, series 7 license, series 63 license

Education
Gateway Community College   2005 — 2005
G.E.D

Bryan (Witherspoon) Adamson Bryan (Witherspoon) Adamson Phoenix, Arizona Area Details
Bryan (Witherspoon) Adamson's Charles Schwab Experience March 2015 - Present
Job Information System Engineer
Industry Information Technology and Services
Experience
Charles Schwab   March 2015 - Present
Glendale Community College  November 2009 - January 2015
Glendale Community College  November 2006 - November 2009
Glendale Community College  December 2005 - November 2006
Glendale Community College  August 2005 - December 2005
Glendale Community College  June 2005 - August 2005
Glendale Community College  January 2005 - May 2005
Glendale Community College  October 2004 - January 2005
Glendale Community College  January 2002 - December 2002
Rise Communications Inc.   August 2001 - December 2001

Skills
SCCM, AutoIt, Scripting, System Deployment, Windows 7, Software Documentation, Software Installation, IT Asset Management, WordPress, Troubleshooting, Windows XP, Servers, Operating Systems, Windows, XP, Technical Support, Computer Hardware, Customer Support, TCP/IP, Hardware, Networking, PHP, Windows Server

Education
Western Governors University   2013 — 2015
Bachelor of Science, Information Technology

Glendale Community College   2002 — 2005
Associates of Applied Science, Microsoft Networking Technology

Larry Moore Larry Moore Charlotte, North Carolina Area Details
Larry Moore's Charles Schwab Experience 1999 - 2004
Job Sales Agent at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance  May 2014 - Present
The Rockford Group   July 2012 - April 2014
E*TRADE Financial  February 2011 - July 2012
TIAA-CREF  June 2006 - November 2009
TIAA-CREF  October 2005 - June 2006
E*TRADE  January 2005 - October 2005
Charles Schwab   1999 - 2004
Charles Schwab & Co. Inc.   1997 - 1999
Charles Schwab & Co., Inc.   April 1995 - April 1997

Skills
Consultative Sales..., Coaching, Relationship Selling..., Leadership Development, Sales Pipeline..., Building High..., Leadership -..., Recruiting and Retention, Product Development, Product Marketing, Sales Training, Sales Strategy, Sales Leadershipo, Sales Management, Sales Operations, Project Management, Cross Selling, Investments, Real Estate, New Business Development, Key Account Management, Territory Startup &..., Expert relationship..., Key Account Acquisition..., C Level Selling, Strategic Prospecting, Sales Management..., Enterprise Solution..., Software Sales..., Executive-Level..., Software Project..., Territory..., Lean Events, salesforece.com, CRM, Public Speaking, Program Facilitation, Legal Aspects of..., Cross-functional Team..., Mentoring New Hires, Making Meetings Work, Motivating Others, Setting Performance..., Build Strong Teams, Building Strong..., Essential Interviewing..., Multi Tasking, Delegating For Results, Selling Skills, Sales

Education
Georgia State University - J. Mack Robinson College of Business   1979 — 1983
BBA Finance, Finance & Economics

The Lovett High School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Thad Wages, MBA, Thad Wages, MBA, Austin, Texas Details
Thad Wages, MBA,'s Charles Schwab Experience June 2011 - December 2012
Job Wages Consulting and Coaching
Industry Management Consulting
Experience
Wages Consulting and Coaching   January 2013 - Present
Beck Reit Commercial Real Estate   August 2014 - May 2015
Community Yoga Austin   April 2013 - November 2014
Charles Schwab   June 2011 - December 2012
US Department of Homeland Security  January 2000 - January 2010
US Army  May 1988 - December 2004

Skills
Financial Analysis, Inventory Management, Supervisory Skills, Administration, Logistics, Customer Service, Personal Development, Business Coaching, Cross-functional Team..., Business Development, Business Strategy, Communication, Mentoring, Financial Accounting, Marketing, Management, Coaching, Leadership, Leadership Development, Training, Strategic Planning, Small Business, Conflict Resolution, Entrepreneurship, Organizational..., Team Building, Team Leadership, Organizational..., Program Management, Executive Coaching, Business Planning, Strategy, Consulting, Budgets, Workshop Facilitation

Education
Friends University
Master of Business Administration (M.B.A.), 4.00

Friends University
Business Management, Business Administration and Management, General

Joe Linstrum Joe Linstrum San Bruno, California Details
Joe Linstrum's Charles Schwab Experience August 2014 - Present
Job
Industry Computer Software
Experience
Charles Schwab   August 2014 - Present
CUAnswers  2013 - 2014
Knox Marketing, Inc.   2012 - 2014
WKSU  November 2008 - June 2012

Skills
PHP, Web Development, jQuery, Java, Node.js, Angular.js, Web Design, Mobile Applications, HTML, Web Applications, Advertising, CMS, Programming, Social Media Marketing

Education
Franklin University   2000 — 2003
Digital Communication and Media/Multimedia

Dean Hickerson Dean Hickerson Indianapolis, Indiana Area Details
Dean Hickerson's Charles Schwab Experience August 2015 - Present
Job Estate Services
Industry Investment Management
Experience
Charles Schwab   August 2015 - Present
Ameriana Bank  September 2014 - August 2015
Ameriana Bank  January 2014 - August 2015
Upper Right Marketing   February 2013 - September 2013
DLD, Inc.   August 2012 - February 2013
Wide-Eyed Entertainment   May 2012 - August 2012
WFCI Radio   February 2010 - 2012
The Franklin  February 2011 - May 2011

Skills
Social Media, Public Relations, Microsoft Office, PowerPoint, Photoshop, Microsoft Word, Microsoft Excel, Event Planning, Editing, Public Speaking, Facebook, Press Releases, Research, InDesign, Video, Customer Service

Education
Franklin College   2008 — 2012
Bachelor of Arts Degree, Journalism, Concentration in Public Relations

Our Lady of Providence High School   2004 — 2008
Indiana Honors Diploma, General Studies

Lorna Hartzler Lorna Hartzler Durango, Colorado Details
Lorna Hartzler's Charles Schwab Experience May 2015 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2015 - Present
Glacier Club  October 2014 - May 2015
Intelligent Investment Management   April 2013 - April 2014
Cherry Hills Country Club  2011 - 2013
Cherry Hills Community Church  2000 - 2011

Skills
English, Customer Service, MS Access, MS Word, MS Outlook, MS Excel, MS Excel Pivot Tables, @RISK, Etiquette, Speech, Social Media, Social Networking, Social Skills, Managerial Finance, Personal Finance, Marketing, Market Research, Accounting, Accounts Payable, Accounts Receivable, Financial Accounting, Internal Audit, Event Management, Microsoft Word, Microsoft Excel

Education
Fort Lewis College   2011 — 2015
Bachelor's degree, Finance and Financial Management Services

Brynne Hartfelder Brynne Hartfelder Greater Chicago Area Details
Brynne Hartfelder's Charles Schwab Experience June 2015 - Present
Job Registered Investment Advisor Intern at Charles Schwab
Industry Accounting
Experience
Charles Schwab   June 2015 - Present
North Side Federal Savings and Loan   June 2012 - August 2014
Insigma Technology Co., Ltd   May 2014 - June 2014

Skills
Microsoft Word, Google Docs, Critical Thinking, Event Planning, PowerPoint, Teamwork, Marketing, General Ledger, Communication, Research, Microsoft Excel, Customer Service, Organization Skills, Leadership

Education
Valparaiso University   2013 — 2016
Bachelor's Degree, Accounting, Senior

Furman University   2012 — 2012

Maine South High School   2008 — 2012

Deborah Flynn Deborah Flynn Phoenix, Arizona Details
Deborah Flynn's Charles Schwab Experience February 2006 - March 2006
Job CSA at Magellan Health Services
Industry Mental Health Care
Experience
Magellan Health Services  April 2006 - Present
charles schwab   February 2006 - March 2006
Bank of America  March 2005 - February 2006

Skills
Mental Health, Call Center, Counseling Psychology, Customer Service, Data Entry, Social Services, Adolescents, Managed Care, Microsoft Office, Outlook, HIPAA, Healthcare, Software Documentation, Microsoft Excel, Coaching, Microsoft Word, Call Centers, Behavioral Health, Sales, Motivational...

Education
Gateway Community College   2000 — 2001
none

metropolitan college of court reporting   1999 — 2000
n/a

Debra Arthur Debra Arthur Greater Denver Area Details
Debra Arthur's Charles Schwab Experience May 1998 - December 2004
Job Sr. Telecom Engineer at McKesson
Industry Hospital & Health Care
Experience
McKesson  August 2005 - Present
Charles Schwab   May 1998 - December 2004
TCI - Netlink - Primestar   February 1994 - May 1998

Education
Front Range Community College   1991 — 1993
Associate of Applied Science, Electronics

Brad Simmerman Brad Simmerman Peoria, Arizona Details
Brad Simmerman's Charles Schwab Experience May 2014 - Present
Job Resolution Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2014 - Present
Charles Schwab   October 2008 - May 2014
Charles Schwab   August 2007 - October 2008
American General Finance  June 2007 - July 2007

Skills
Microsoft Office, Series 7, Series 63, Trading, Customer-focused Service, Writing, Management, Program Management, Process Improvement, Investments, Financial Services

Education
George Mason University   2006 — 2007
Law

University of Arizona   2001 — 2006
Bachelor's degree, Creative Writing & English

Eric Filimon, MBA, CFP® Eric Filimon, MBA, CFP® Orlando, Florida Details
Eric Filimon, MBA, CFP®'s Charles Schwab Experience June 2012 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2012 - Present
Charles Schwab   August 2010 - June 2012
CHEP  July 2009 - July 2010
Fidelity Investments  September 2006 - March 2009
Fidelity Investments  January 2004 - August 2006

Skills
Financial Planning, Asset Management, Financial Analysis, Portfolio Management, Investments, Finance, Series 7, Business Analysis, Mutual Funds, Financial Reporting, Strategic Planning, Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management, Alternative Investments, Accounting, Investment Advisory, Equities, Financial Services, Financial Modeling, Securities, Competitive Analysis, Retirement, Series 63, Bloomberg, Valuation, Financial Advisory, Fixed Income, Investment Management, Risk Management, Equity Research, 401k, Capital Markets, Relationship Management, Strategic Financial..., Banking, Credit, Asset Managment, Cash Management

Education
Stetson University   2010 — 2011
MBA, Business Administration

Furman University   1998 — 2002
BA, Business Administration

Nathan Pol Nathan Pol Denver, Colorado Details
Nathan Pol's Charles Schwab Experience July 2014 - Present
Job Financial Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   July 2014 - Present
Charles Schwab   June 2013 - June 2014
Erie Insurance Group  February 2010 - June 2013
Erie Insurance Group  June 2012 - August 2012
Erie Insurance Group  November 2008 - February 2010

Education
Gannon University   2009 — 2012
Bachelor of Science, Risk Management / Insurance

Janis Clark Janis Clark Littleton, Colorado Details
Janis Clark's Charles Schwab Experience March 2015 - Present
Job Administrative Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2015 - Present
Houghton Mifflin Harcourt  July 2009 - March 2015
Pfizer  April 2003 - May 2009
Aquent  February 1998 - February 2003
M.D.C. Holdings, Inc.   February 1995 - February 1998

Skills
Executive..., Office Management, Writing, Recruiting, Travel Arrangements, Calendaring, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Outlook, Accounts Payable, Accounts Receivable

Education
George Mason University

Northern Virginia Community College
Associate's degree, General Studies

Chris Nusbaum Chris Nusbaum Austin, Texas Details
Chris Nusbaum's Charles Schwab Experience March 2014 - Present
Job Director, Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2014 - Present
Charles Schwab   December 2011 - March 2014
Charles Schwab   May 2008 - December 2011
The 401(k) Company   May 2003 - May 2008
The 401(k) Company   November 1997 - May 2003

Skills
Management, CRM, Business Planning, Strategic Planning, Sales

Education
Franklin University
Bachelor of Science (B.S.), Business Administration

Trinity High School

Justin Leonard, PMP Justin Leonard, PMP Woodstock, Connecticut Details
Justin Leonard, PMP's Charles Schwab Experience December 2003 - May 2005
Job Senior Project Manager
Industry Information Technology and Services
Experience
Evariant, Inc   December 2013 - Present
Psyche Systems Corporation  March 2010 - December 2013
Royal Bank Of Scotland/Citizens Bank   October 2009 - February 2010
Valiant Solutions  June 2005 - August 2009
Charles Schwab   December 2003 - May 2005
T. Rowe Price  December 2000 - December 2003

Skills
Certified Project..., Risk Management, Enterprise Integration, Product Development, Customer Relations, Division Management, Quality Assurance, Quality Management, Customer Service, Management, Software Documentation, Change Management, Vendor Management, Cross-functional Team..., PMO, Team Leadership, Disaster Recovery, Strategic Planning, Project Management, Project Planning, Budgets, Business Process..., Software Project..., CRM, Business Analysis, SDLC, Program Management, Finance, Project Portfolio..., Visio, PMP, Management Consulting, Process Improvement, Integration, Requirements Analysis, Telecommunications, MS Project

Education
Worcester Polytechnic Institute   2008 — 2011
Professional, Project Management

Franciscan University of Steubenville   1997 — 2000
Bachelor's, U.S. History, Business, German

Rob Klapper Rob Klapper Greater Atlanta Area Details
Rob Klapper's Charles Schwab Experience January 1991 - January 2005
Job CEO at Ashworth College
Industry E-Learning
Experience
Ashworth College  July 2011 - Present
raise.me, SigFig, CreditSesame, Aria Retirement, LeaseQ, Carpool, Covestor (exit), Driverside (exit)   January 2011 - Present
insurance.com  February 2009 - January 2011
One Day University  September 2007 - January 2009
Prosper Marketplace  November 2006 - August 2007
21st Century  June 2005 - November 2006
Charles Schwab   January 1991 - January 2005
Charles Schwab   2002 - 2003
Charles Schwab   2000 - 2002
Charles Schwab   1997 - 2000

Skills
Strategy, Leadership, Entrepreneurship, Lead Generation, Direct Marketing, Marketing, Integrated Marketing, Analytics, Collaborative Leadership, New Business Development, Management, Product Management, Start-ups, Mergers & Acquisitions, Web Analytics, Strategic Partnerships, SEO, Online Marketing, Email Marketing, Marketing Strategy, Strategic Planning, Business Development, Customer Acquisition, Online Advertising, SEM, Sales, Digital Marketing, CRM, Business Strategy, E-commerce, Budgets, Creative Direction, Multi-channel Marketing, Product Marketing, Segmentation, Mergers, Advertising, Insurance, Marketing Management

Education
University of Virginia - Darden Graduate School of Business   1982 — 1984
MBA, Marketing

Franklin & Marshall College   1977 — 1981
BA

Byram Hills
High school diploma

Michael Cicotello Michael Cicotello Denver, Colorado Details
Michael Cicotello's Charles Schwab Experience July 2006 - January 2014
Job Mutual Fund Wholesaler Indiana & Michigan
Industry Financial Services
Experience
Transamerica  March 2014 - Present
Charles Schwab   July 2006 - January 2014
Janus Capital Group  2004 - 2005

Skills
Series 7, series 66, Series 6, Series 63, Life Insurance, Health Insurance

Education
Western State College   2001 — 2003
Business, Psychology

Fort Lewis College   1997 — 2001
Business, Psychology

broomfield high school

broomfield high school

Phil Dudley Phil Dudley Pendleton, South Carolina Details
Phil Dudley's Charles Schwab Experience December 2013 - Present
Job Retirement Plan Conversion Consultant
Industry Financial Services
Experience
Charles Schwab   December 2013 - Present
ACE Adventure Resort  June 2014 - Present
Charles Schwab   November 2011 - December 2013
United Heritage Credit Union  February 2010 - November 2011
The Huntington Learning Center  September 2009 - December 2009
ACE Adventure Resort  March 2007 - October 2009
College Concession Services   January 2003 - December 2007

Skills
Marketing, Training, Customer Service, Strategy, Public Speaking, Start-ups, Advertising, Microsoft Excel, Banking, Microsoft Office, Management, Outlook, Recruiting, Financial Analysis, Marketing Strategy, Retail, Account Management, Sales, Strategic Planning, New Business Development, Business Strategy, PHP, SQL

Education
George Mason University   2003 — 2009
BS, Economics

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

Gary Zieses Gary Zieses San Francisco Bay Area Details
Gary Zieses's Charles Schwab Experience 1996 - 1998
Job Chief HR Officer
Industry Human Resources
Experience
OSIsoft  September 2011 - May 2014
Polycom, Inc  June 2005 - June 2010
Zhone Technologies  2000 - 2003
Ascend Communications  1998 - 2000
Charles Schwab   1996 - 1998
Scheduled Airline Traffic Offices   1990 - 1996
Alcatel  1985 - 1989

Skills
Talent Management, Talent Acquisition, Employee Relations, Recruiting, HRIS, Human Resources, Deferred Compensation, Program Management, Strategy, Mergers, Training, Management, Change Management, Payroll, Enterprise Software, Performance Management, Personnel Management, Workforce Planning, Employee Benefits, Telecommunications, Leadership, Management Consulting, Mergers & Acquisitions, HR Policies, Acquisition Integration, Organizational Design, Leadership Development, Career Development, Integration, Strategic Planning, Due Diligence, Succession Planning, Onboarding, Organizational..., Organizational..., Applicant Tracking...

Education
George Mason University
BA, Economics

Jedediah Hunt Jedediah Hunt Tempe, Arizona Details
Jedediah Hunt's Charles Schwab Experience November 2008 - December 2008
Job Product Manager at SheKnows
Industry Marketing and Advertising
Experience
SheKnows  January 2014 - Present
SheKnows  July 2013 - Present
Smart SEO Phoenix   June 2006 - Present
360 Enterprises   February 2011 - July 2013
rSmart  September 2010 - December 2010
Aztech Professional Services  January 2010 - September 2010
MGA Healthcare  November 2009 - January 2010
Mach One Ventures   January 2009 - November 2009
Charles Schwab   November 2008 - December 2008
SVS Group  December 2006 - October 2008

Skills
Internet Marketing, SEO, SEO copywriting, Social Media, Social Media Marketing, Affiliate Management, Affiliate Marketing, Vendor Management, Blog Marketing, Outsourcing Management, Adsense, PPC, Salesforce.com, Technical Recruiting, Full-cycle Recruiting, Temporary Staffing, Web Content Management, Product Development, Product Management, Product Launch, Web Marketing, Google Analytics, Analytics, Management, E-commerce, Web Analytics, Market Research, Lead Generation, Email Marketing, Online Marketing, Google Adwords, SEM, Content Marketing, SMO, Link Building, Business Development, Marketing, Online Advertising, B2B, Advertising, Conversion Optimization, Marketing Strategy, Strategy, Product Marketing, SDLC, Online Research, Landing Page..., Mobile Marketing, B2B Marketing, Viral Marketing

Education
Worcester State University   2003 — 2006
Psych

Glendale Community College   2001 — 2003

Sedona Red Rock High School   1997 — 2001

Beth White Case Beth White Case Lake Mary, Florida Details
Beth White Case's Charles Schwab Experience March 2011 - Present
Job Sr. Human Resources Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2011 - Present
The Hartford  August 2004 - March 2011
SunTrust Bank  November 1997 - October 2003

Skills
Human Resources, Onboarding, Employee Benefits, Deferred Compensation, Performance Management, Employee Relations, Succession Planning, Employee Engagement, Talent Management, Talent Acquisition

Education
Georgia State University

Wheeler High School, Marietta, GA

Carrie Cameron Carrie Cameron Orlando, Florida Area Details
Carrie Cameron's Charles Schwab Experience September 2014 - Present
Job
Industry Financial Services
Experience
Charles Schwab   September 2014 - Present
The Neat Company  January 2013 - September 2014
KEANE  March 2009 - January 2013
The Keane Organization  July 2008 - March 2009
Sapphire Technologies  December 2006 - June 2008
George Mason University Admissions   August 2006 - November 2006

Skills
Microsoft Office, Risk Management, Business Analysis, Management, Microsoft Excel, Process Improvement, Program Management, Training, Analysis, Team Leadership, Account Management, Project Management, Salesforce.com, Leadership

Education
George Mason University   2002 — 2006
B.A.

Jonathan Geiger Jonathan Geiger Greater New York City Area Details
Jonathan Geiger's Charles Schwab Experience October 2010 - Present
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2010 - Present
Tortoise Capital Advisors  June 2010 - October 2010
JP Morgan Asset Management  January 2004 - August 2009
JP Morgan Asset Managent   November 1997 - December 2003
Seligman Data Corporation   May 1996 - November 1997
Gruntal & Company  November 1994 - April 1996

Education
Frostburg State University   1986 — 1990
BA, Finance

Pikesville High School   1982 — 1986

Susan Lozanov Susan Lozanov Greater Nashville Area Details
Susan Lozanov's Charles Schwab Experience January 1991 - January 1995
Job Consultant at BPS&M, a Wells Fargo Company
Industry Financial Services
Experience
BPS&M, a Wells Fargo Company   March 1998 - Present
Burleigh Consulting Group   January 1995 - January 1998
Charles Schwab   January 1991 - January 1995

Skills
Employee Benefits, Investments, 401k, Retirement Planning, Retirement, Financial Services, Pensions, ERISA, Financial Analysis, Microsoft Office, Finance, Portfolio Management, Financial Planning

Education
Georgia State University   1990 — 1992
MBA program, in Finance and Marketing

Vanderbilt University   1985 — 1989
BA, Economics, Spanish

Eric Filimon Eric Filimon Orlando, Florida Area Details
Eric Filimon's Charles Schwab Experience August 2010 - Present
Job Senior Investment Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2010 - Present
CHEP USA  July 2009 - July 2010
Fidelity Investments  January 2004 - April 2009

Education
Stetson University   2010 — 2011
MBA, Finance

George Mason University - School of Business   2008 — 2009

Furman University   1998 — 2002
Bachelor of Arts, Business Administration

Robert Seidman Robert Seidman San Francisco Bay Area Details
Robert Seidman's Charles Schwab Experience July 1998 - March 2004
Job pressing pause
Industry Internet
Experience
TVbytheNumbers   June 2007 - October 2014
Charles Schwab   July 1998 - March 2004
IBM internet division  1995 - 1996
FYI Online  1993 - 1995

Skills
Product Management, Management, Social Media, Strategic Partnerships, Start-ups, Strategy, Digital Media, Program Management, Strategic Planning, Analytics

Education
George Mason University   1980 — 1984

Leigh Poggio Leigh Poggio Greater New York City Area Details
Leigh Poggio's Charles Schwab Experience August 2009 - June 2010
Job Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments  June 2010 - Present
Charles Schwab   August 2009 - June 2010
Invesco Private Capital  April 2000 - December 2008
Dreyfus  June 1999 - April 2000
Schwab  January 1997 - May 1999
Montgomery Asset Management  1995 - 1997
Foote, Cone and Belding Direct   1994 - 1995
AXA Financial  September 1988 - August 1994

Skills
Mutual Funds, Portfolio Management, Strategy, Investments, Product Marketing, Private Equity, Financial Services, Direct Marketing, Strategic Planning, Marketing, Asset Allocation, Investor Relations, Product Development, CRM, Management, Alternative Investments, Program Management, Hedge Funds, Project Management, Asset Managment, Equities, Fixed Income, Series 7

Education
New York University - Leonard N. Stern School of Business   1990 — 1994
MBA, Marketing

Georgetown University   1984 — 1988
BSBA, Finance

Holy Trinity High School

Gunther Hoffmann Gunther Hoffmann Greater Boston Area Details
Gunther Hoffmann's Charles Schwab Experience September 1986 - September 1992
Job Finance Director at Applied Materials
Industry Semiconductors
Experience
Applied Materials  November 2011 - Present
Varian Semiconductor  May 2002 - November 2011
Intel  May 1993 - August 2001
intel  1993 - 2001
Charles Schwab   September 1986 - September 1992

Education
University of California, Berkeley, Haas School of Business   1991 — 1992
MBA

Georgetown University - The McDonough School of Business   1981 — 1984
BSBA, Finance

Hui-Chien Chang, CFA Hui-Chien Chang, CFA San Francisco Bay Area Details
Hui-Chien Chang, CFA's Charles Schwab Experience September 2003 - September 2005
Job Senior Fixed Income Portfolio Manager/Trader
Industry Investment Management
Experience
Google  2008 - Present
Barclays Global Investors  2006 - 2008
Mellon Capital Management  September 2005 - September 2006
Charles Schwab   September 2003 - September 2005
Quellos Fixed Income Advisors, LLC   2000 - 2003
GE Financial Assurance  June 2000 - September 2000
Kuo-Hua Insurance Company   1996 - 1999

Skills
Visual Basic, SAS, Chinese, Fixed Income, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Equities, Trading, Investments, Securities, Bonds, Corporate Finance, Finance, Asset Allocation, Investment Strategies, Structured Products, Mutual Funds, Credit, Analysis, Financial Risk, MBS, Derivatives, Capital Markets

Education
University of Washington   1999 — 2001
MBA, Finance

New York University   1996 — 1997
MS, Statistics

Fu Jen Catholic University   1992 — 1996
BS, Statistics

Peace Hudgens Peace Hudgens Orlando, Florida Area Details
Peace Hudgens's Charles Schwab Experience 2009 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   2009 - Present
wellsfargo  2001 - 2004

Education
George Fox University   1999 — 2001

Stentz Whitaker Stentz Whitaker Greater Denver Area Details
Stentz Whitaker's Charles Schwab Experience February 2013 - Present
Job Field Integration Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2013 - Present
Mortgage Cadence  March 2012 - February 2013
Aurora Bank FSB  January 2003 - May 2012
Independant Consultant  2008 - 2008
Aurora Loan Services  January 2003 - February 2007
Wells Fargo Financial  January 2000 - December 2002

Skills
Mortgage Lending, Mortgage Banking, Training, Analysis, Credit, Banking, Risk Management, Customer Service, Process Improvement, Testing, Financial Services, Visio, Business Process, Project Management, SharePoint, Vendor Management, Business Requirements, Integration, Loans, Business Analysis, Business Process..., Finance, Requirements Gathering, SDLC

Education
Fort Lewis College   1995 — 1999
BA, Business Administration, Management and Operations

Elaine Geier Elaine Geier Phoenix, Arizona Area Details
Elaine Geier's Charles Schwab Experience October 2005 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2005 - Present

Education
Gannon University   1982 — 1984

Robert Morris University   1980 — 1982

Stephanie (Spence) Weiss Stephanie (Spence) Weiss Phoenix, Arizona Area Details
Stephanie (Spence) Weiss's Charles Schwab Experience April 2012 - Present
Job AICS Operations Asset Reconciliation Specialist Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2012 - Present
Charles Schwab   November 2010 - April 2012
MFS Investment Management  March 2006 - October 2010
TriWest Healthcare Alliance  August 2004 - March 2006
Arizona Medical Clinic  February 2003 - August 2004

Skills
Alternative Investments, Mutual Funds, Investments, Series 7, Portfolio Management, Equities, Wealth Management, Financial Analysis, Retirement Planning, Asset Management, Financial Services, Series 63, Fixed Income, Securities, Financial Modeling, Strategic Financial..., Risk Management, Asset Allocation, Banking, Retirement

Education
Skin and Makeup Institute of Arizona   2015 — 2016
Licensed Aesthetician, Aesthetician/Esthetician and Skin Care Specialist

Glendale Community College   2003 — 2005

Jeffrey Weaver, CFP® Jeffrey Weaver, CFP® Washington D.C. Metro Area Details
Jeffrey Weaver, CFP®'s Charles Schwab Experience March 1995 - June 2004
Job Vice President and Private Financial Advisor
Industry Investment Management
Experience
SunTrust Investment Services, Inc.   November 2012 - Present
HSBC  August 2008 - November 2012
Wachovia  May 2007 - August 2008
Bank of America  August 2004 - May 2007
Charles Schwab   March 1995 - June 2004

Education
Lehigh University
BA, Economics

Georgetown University
Certificate, Financial Planning

International School of Brussels

Brian Gallagher CFP® Brian Gallagher CFP® Orlando, Florida Area Details
Brian Gallagher CFP®'s Charles Schwab Experience March 2003 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2003 - Present
Charles Schwab   1995 - 2010
Charles Schwab   1995 - 2008
Merrill Lynch  1987 - 1989

Education
Rollins College - Crummer Graduate School of Business   1996 — 1998

Rollins College - Crummer Graduate School of Business   1996 — 1998
MBA

Georgia State University   1980 — 1985

Georgia State University

Michael Simmons, CFP® Michael Simmons, CFP® Greater Denver Area Details
Michael Simmons, CFP®'s Charles Schwab Experience 2000 - 2004
Job Director of Financial Planning at Transitions Wealth Management, LLC
Industry Investment Management
Experience
Transitions Wealth Management, LLC   2007 - Present
Bank of the West  2004 - 2007
Charles Schwab   2000 - 2004
AFS Brokerage   1998 - 2000
Morgan Stanley  1996 - 1998

Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Management, High Net Worth..., Certified Financial..., Personal Financial..., 401k Rollovers, Wealth Management..., Wealth Management..., Wealth Management..., Finance, Series 7, Uniform Combined State...

Education
Freed-Hardeman University   1993 — 1996
BBA, Finance

University of Kentucky   1991 — 1993

Sweyden Dibble Sweyden Dibble Hartford, Connecticut Area Details
Sweyden Dibble's Charles Schwab Experience October 2012 - Present
Job Independent Branch Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2012 - Present
Royal Alliance Associates INC  June 2005 - November 2012
AIG Advisor Group  November 2000 - June 2005
PaineWebber, Incorporated - UBS   May 1997 - November 2000
J.C. Bradford and Company   February 1994 - May 1997
MetLife  June 1991 - February 1994

Skills
Finance, Portfolio Management, Management, Investments, Financial Services, Financial Planning, Mutual Funds, Wealth Management

Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration, General Business

Georgia State University
Bachelor of Arts, Speech with English Minor

University of Delaware
Transfer to Georgia State University, Speech with English Minor

Jim Groetsch Jim Groetsch Greater Denver Area Details
Jim Groetsch's Charles Schwab Experience April 2013 - Present
Job Fixed Income Specialist, Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2013 - Present
Charles Schwab   March 2012 - March 2013
Sit Investment Associates  September 2008 - March 2012

Education
Fort Lewis College
BA, Economics

John T. Coughlin John T. Coughlin Portland, Oregon Area Details
John T. Coughlin's Charles Schwab Experience April 2000 - August 2004
Job Assistant General Counsel at Nike
Industry Legal Services
Experience
Nike  November 2012 - Present
Coughlin Investments, LLC   November 2004 - Present
Vestas-American Wind Technology, Inc.   November 2009 - November 2012
Charles Schwab   April 2000 - August 2004
Reed Smith LLP  September 1996 - April 2000

Education
Georgetown University Law Center   1994 — 1996
JD

Georgetown University   1990 — 1993
BA, History

Rachel Acheson Rachel Acheson San Francisco Bay Area Details
Rachel Acheson's Charles Schwab Experience September 2000 - December 2000
Job Vice President of Brand and Community at lululemon athletica
Industry Retail
Experience
lululemon athletica  June 2012 - Present
Pantry Services   October 2011 - March 2012
Breakthrough Collaborative  May 2011 - January 2012
Gap Inc./Gap   September 2010 - May 2011
Gap Inc.  August 2005 - May 2011
Gap Inc./Old Navy   October 2009 - August 2010
Gap Inc./Old Navy   August 2005 - September 2009
Interscope, Geffen, A&M Records   January 2001 - August 2005
Charles Schwab   September 2000 - December 2000
The Boston Consulting Group  August 1995 - July 2000

Skills
Digital Marketing, Brand Architecture, Marketing Communications, Brand Development, Social Media, Online Marketing, Business Strategy, Marketing Strategy, Creative Development, Social Media Marketing, Retail, Creative Direction

Education
Georgetown University   1993 — 1995
MSFS, International Business

University of Toronto - University of Trinity College   1990 — 1993
BA, International Relations

Rebecca Mack Rebecca Mack Phoenix, Arizona Area Details
Rebecca Mack's Charles Schwab Experience November 2006 - July 2010
Job Financial Professional
Industry Financial Services
Experience
Vanguard  October 2011 - Present
Genworth Financial Wealth Management  August 2010 - June 2011
Charles Schwab   November 2006 - July 2010
Banner Life Insurance  2003 - 2006

Skills
Series 63, Series 7, Asset Allocation, Securities, Asset Management, Financial Services, Retirement

Education
Franklin University   2011 — 2013
B.S., Financial Planning

Chuck Burford Chuck Burford Phoenix, Arizona Area Details
Chuck Burford's Charles Schwab Experience August 2009 - June 2011
Job Sr. Project/Program Manager Energy Sector
Industry Information Services
Experience
Energy Sector  March 2015 - Present
CenturyLink/Savvis Communications   January 2014 - February 2015
Insight Global  June 2011 - January 2014
Charles Schwab   August 2009 - June 2011
EXS Solutions   March 2007 - August 2009
Thomson NETg  April 2005 - March 2007
FH Enterprises   December 2000 - March 2005
BrightStar Technologies   April 1985 - December 2000

Skills
Business Analysis, Project Management, Project Manager..., SQL, Oracle Financial, IT Audit, ERP Implementations, ERP Software, SAP, Management, Compliance Oversight, IT Strategy, PMP, Project Portfolio..., Business Intelligence, Business Process..., Program Management, Integration, Process Improvement, SDLC, Leadership, Vendor Management

Education
Georgia State University - J. Mack Robinson College of Business   2003 — 2004
MBA, CIS

Kennesaw State University   1984 — 1988
BBA Management (MIS), MIS

Richard Matsey Richard Matsey Greater San Diego Area Details
Richard Matsey's Charles Schwab Experience March 1990 - May 2001
Job Regional Director TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  May 2004 - Present
Charles Schwab   March 1990 - May 2001

Skills
Wealth Management, Mutual Funds, Series 7, Relationship Management, Investments, Series 63, Portfolio Management, Financial Services, Sales Management, Retirement Planning, Banking, Sales, Salesforce.com, Strategic Financial..., Risk Management

Education
Georgia State University
Bachelor’s Degree, Corporate Finance, Magna Cum Laude

Elaine Geier, PMP, SMC Elaine Geier, PMP, SMC Phoenix, Arizona Area Details
Elaine Geier, PMP, SMC's Charles Schwab Experience October 2005 - February 2009
Job Consultant at Dignity Health
Industry Information Technology and Services
Experience
PetSmart  September 2012 - April 2015
APL  August 2009 - September 2012
Charles Schwab   October 2005 - February 2009
American Express  1991 - 2005

Skills
PMP, Business Process..., Project Management, Project Portfolio..., Leadership, Six Sigma, Process Improvement, Cross-functional Team..., Change Management, Vendor Management, SDLC, Project Planning, Process Engineering, Operations Management, Supply Chain, Product Management, Management, Logistics, Business Analysis, Project Delivery, Strategic Planning, Program Management, Strategy, Integration, IT Strategy, Requirements Analysis

Education
Gannon University   1982 — 1984
BSBA

Edward Eyler Edward Eyler Phoenix, Arizona Area Details
Edward Eyler's Charles Schwab Experience January 2000 - November 2004
Job Training and Development Professional, Looking for the next challenge and job opportunity
Industry Education Management
Experience
Looking for the next challenge and job opportunity  Project ManagerCN-Tec
Learn.com  July 2009 - December 2010
Digirad  August 2006 - August 2008
Trainframe inc.   November 2004 - August 2006
Charles Schwab   January 2000 - November 2004
Independent Training Consultant  June 1997 - January 2000

Skills
Learning Architect, Job Profiles, Skills..., Measurement and..., Project Management, Learning Management...

Education
Illinois State University
M.S>, Information Sciences - Communications

Frostburg State University
B.S., Speech Communication

Carolyn Stewart Carolyn Stewart San Francisco Bay Area Details
Carolyn Stewart's Charles Schwab Experience February 2002 - July 2004
Job Director of Investment Products Marketing at AssetMark
Industry Financial Services
Experience
AssetMark  2012 - Present
Aria Retirement Solutions   2011 - October 2012
Charles Schwab Investment Management  August 2004 - August 2010
Charles Schwab   February 2002 - July 2004
Charles Schwab   November 1996 - February 2002
Charles Schwab   December 1992 - November 1996
Charles Schwab   July 1989 - December 1992
Republic Federal, A Weyerhauser Company   June 1986 - June 1989

Skills
Product Management, Product Development, Marketing, Leadership, Process Improvement, Financial Services, Investments, Portfolio Management, Strategic Communications, Mutual Funds, Marketing Strategy, Series 7, Alternative Investments, Strategy

Education
Georgetown University
BA, Economics

University of California, Los Angeles - The Anderson School of Management
MBA

Lissa Quevedo Lissa Quevedo San Antonio, Texas Area Details
Lissa Quevedo's Charles Schwab Experience August 2002 - December 2008
Job Retirement Plan Administrator Petco
Industry Human Resources
Experience
PETCO Animal Supplies, Inc.   February 2015 - Present
University Health System  January 2009 - January 2015
Charles Schwab   August 2002 - December 2008
AllianceBernstein  2000 - 2002

Skills
Healthcare, Retirement, Health Insurance, Insurance, Pensions, Employee Benefits, 401k, 457

Education
Texas Tech University   1993 — 1997
B. A.

Fundación Universidad de las Américas Puebla

The University of Texas at San Antonio
Graduate level Spanish

Brian Hoket Brian Hoket Greater Denver Area Details
Brian Hoket's Charles Schwab Experience July 2008 - Present
Job Team Manager – Asset Management Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   July 2008 - Present

Education
Georgia Southern University   2007 — 2009
MBA, MBA

University of Cincinnati   1999 — 2004
BBA, Finance

Marcellus Robinson Marcellus Robinson Indianapolis, Indiana Area Details
Marcellus Robinson's Charles Schwab Experience August 2010 - Present
Job Senior Quality Manager at Charles Schwab and Co.
Industry Financial Services
Experience
Charles Schwab   August 2010 - Present
Dish Network  2007 - 2010
Verizon Wireless  2003 - 2007
Medco Health Solutions UK  2000 - 2003
JPMorgan Chase & Co.   1989 - 2000

Skills
Call Center, Human Resources, Training, Call Centers, Employee Relations, Leadership, Team Building, Process Improvement, Applicant Tracking..., Recruiting, Vendor Management, Customer Experience, Coaching, Customer Service, Leadership Development, Onboarding, Team Leadership, Management, Cross-functional Team..., Investments, Financial Services, Project Management, Finance, Series 7

Education
Purdue University - Krannert School of Management   2015 — 2017
Executive Master of Business Administration (EMBA), Organizational Leadership

Franklin University
Human Resource Management

Gail Weiss Gail Weiss Greater New York City Area Details
Gail Weiss's Charles Schwab Experience January 1997 - December 1997
Job
Industry Financial Services
Experience
DTCC  May 2011 - January 2015
SunGard  January 2008 - May 2011
TD Ameritrade  December 2006 - July 2007
Gail Weiss & Associates, Inc.   May 1998 - December 2006
Charles Schwab   January 1997 - December 1997
Buck Consultants (formerly W F Corroon)   June 1996 - December 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.)   October 1991 - May 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.)   June 1990 - March 1991
Manufacturers Hanover Trust  November 1988 - May 1990
Bankers Trust  November 1985 - October 1988

Skills
Securities, Series 7, Compliance, Mutual Funds, Mergers, Series 24, Financial Services, Strategy, Mergers & Acquisitions, Banking, Strategic Planning, Due Diligence, Risk Management, Outsourcing, Asset Management, Investments, Employee Benefits, Equities, Leadership, Fixed Income

Education
London Metropolitan University   2008 — 2010
MSc

New York University   1987 — 1987
Certificate in Compensation and Employee Benefits Management

University of Oxford   1984 — 1984
Post-Graduate Summer Programme

Georgetown University   1980 — 1984
BA

Michael Gavin Michael Gavin Greater Los Angeles Area Details
Michael Gavin's Charles Schwab Experience 1996 - 2009
Job Market Sales Manager
Industry Financial Services
Experience
Merrill Edge  2015 - Present
Merrill Edge  June 2014 - Present
TD Ameritrade  July 2009 - June 2014
Charles Schwab   1996 - 2009
Charles Schwab   1992 - 1996
Wheat First Securities  1990 - 1992
United States Marine Corps  1985 - 1991
Prudential Bache Securities  1988 - 1990

Skills
Series 7, Series 65, Series 9, Series 10, Sales, Fixed Annuities, Management, Uniform Combined State..., Series 24, Leadership, Finance, 401k, Life Insurance, Investment Strategies, Alternative Investments, Relationship Management, Trading, Customer Service, Private Banking, ETFs, Long-term Care, Options, Portfolio Management, Series 63, Risk Management

Education
George Mason University

Chuck Cheatham Chuck Cheatham Lakeland, Florida Area Details
Chuck Cheatham's Charles Schwab Experience March 2002 - September 2004
Job Director Fleet Management at Polk County BOCC
Industry Government Administration
Experience
Polk County BOCC  January 2012 - Present
VDOT  September 2004 - January 2012
Charles Schwab   March 2002 - September 2004
General Public Utilities  March 1986 - February 2002

Education
Georgia State University - J. Mack Robinson College of Business   1970 — 1974
BBA

John Seaquist John Seaquist Phoenix, Arizona Area Details
John Seaquist's Charles Schwab Experience November 2009 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2009 - Present
Edward Jones  June 2009 - October 2009
American General Finance  January 2005 - November 2008
American General Finance  September 2003 - January 2005
American General Finance  May 2000 - September 2003

Education
Glendale Community College   2001 — 2002
Contract Law & Investment Management

Northern Arizona University   1983 — 1986
Bachelor of Science, Advertising/Marketing

Nancy Petranto Nancy Petranto San Francisco Bay Area Details
Nancy Petranto's Charles Schwab Experience October 1993 - May 2001
Job Independent Law Practice Professional
Industry Law Practice
Experience
Charles Schwab   October 1993 - May 2001

Education
Georgetown University Law Center   1975 — 1978
J.D.

Le Moyne College   1971 — 1975
B.A, Summa Cum Laude

David Tibbetts David Tibbetts Scottsdale, Arizona Details
David Tibbetts's Charles Schwab Experience May 2011 - Present
Job
Industry Financial Services
Experience
Charles Schwab   May 2011 - Present
Charles Schwab   February 2008 - April 2011
Cavan Real Estate Investments  April 2006 - September 2007
Charles Schwab   January 1993 - January 2006

Education
Framingham State University   1985 — 1990
Bachelor of Arts (BA), Psychology

Tracy P Nguyen Tracy P Nguyen Houston, Texas Area Details
Tracy P Nguyen's Charles Schwab Experience 2002 - 2005
Job Industry Technical Consultant at NalcoChampion, an Ecolab Company
Industry Real Estate
Experience
Nalco-Champion, an Ecolab Company  March 2015 - Present
Stewart Title  October 2006 - March 2015
RBC Builder Finance  2004 - 2005
Charles Schwab   2002 - 2005
BORN  1999 - 2001

Skills
Agile Methodologies, WCF, TFS, .NET, C#, NUnit, IIS, Databases, T-SQL, ASP.NET, Visual Studio, Microsoft SQL Server, SharePoint, WPF, Test Driven Development, SQL, Software Development, VB.NET, SSRS, Visio, Web Services, LINQ, Entity Framework, Database Design, SDLC, MVC, Integration, ADO.NET, Visual Basic, SOA, ASP.NET MVC, Software Design, Agile Project Management, SSIS, Unit Testing, BizTalk, XML, Scrum, AJAX, Software Project..., Web Applications, JSON, Enterprise Architecture, JavaScript, OOP, jQuery, XSLT, Requirements Analysis, ASP, Software Engineering

Education
Georgia State University   1992 — 1996
Bachelor of Science (BS), Mathematics and Computer Science

Georgia State University

Paula Burchenal Paula Burchenal Phoenix, Arizona Area Details
Paula Burchenal's Charles Schwab Experience May 2011 - April 2014
Job Advisor Services, Trader and Operations Manager
Industry Financial Services
Experience
Charles Schwab   May 2011 - April 2014
BBVA Compass Bank  2007 - 2008
Suntrust Banks  December 2001 - October 2005
Suntrust Banks  January 1999 - January 2001

Education
Georgia State University
MBA

University of Alabama
BS, Finance

Juliet Bloodgood Juliet Bloodgood San Francisco Bay Area Details
Juliet Bloodgood's Charles Schwab Experience October 2009 - May 2012
Job Stay at home mom at The Bloodgood Family
Industry Financial Services
Experience
Bloodgood Family   June 2012 - Present
Charles Schwab   October 2009 - May 2012
Citi  October 2006 - May 2009
Keefe, Bruyette & Woods   July 2004 - August 2006

Education
Georgetown University - The McDonough School of Business   2000 — 2004
Finance

Georgetown University

Caleb Tucker Caleb Tucker Greater Atlanta Area Details
Caleb Tucker's Charles Schwab Experience July 2015 - Present
Job VP Financial Consultant with Charles Schwab/ Level 2 CFA candidate
Industry Financial Services
Experience
Charles Schwab   July 2015 - Present
Charles Schwab   August 2014 - July 2015
Charles Schwab   May 2013 - July 2014
Cornerstone Management  September 2011 - March 2012
Edward Jones  June 2011 - September 2011
Georgia Southern University  May 2009 - May 2011
Cornerstone Management  July 2010 - August 2010

Education
Georgia Southern University - College of Business Administration   2007 — 2011
BBA, Economics

James Jessup James Jessup Orlando, Florida Area Details
James Jessup's Charles Schwab Experience 2000 - 2001
Job Professor/ Data Scientist/ Analyst/ Communicator
Industry Higher Education
Experience
Full Sail University  February 2009 - Present
Quiznos  October 2003 - December 2008
ONE BUSINESS PLACE   2003 - 2003
Charles Schwab   2000 - 2001
The Walt Disney Company  1994 - 2000
University of Central Florida  1997 - 1999

Skills
Instructional Design, Research, Social Networking, Public Speaking, Higher Education, Entrepreneurship, Teaching, Leadership Development, E-Learning, Social Media, Public Relations, Marketing, SEO, Budgets, PowerPoint, Coaching, Curriculum Development, Sales, Editing, Leadership, Event Planning, Event Management, Analysis, Customer Service, Blogging, Curriculum Design, Program Management, Marketing Strategy, Management, Creative Writing, Staff Development, Training, Microsoft Office, Social Media Marketing, Microsoft Word, Time Management, Microsoft Excel, Facebook

Education
Full Sail University   2014 — 2015
Master’s Degree

University of Central Florida   1997 — 1999
Master of Business Administration (M.B.A.)

University of Central Florida   1993 — 1997
Bachelor of Arts (B.A.)

Lynda Fletcher Lynda Fletcher Greater Denver Area Details
Lynda Fletcher's Charles Schwab Experience April 2014 - Present
Job Executive Assistant
Industry Financial Services
Experience
Charles Schwab   April 2014 - Present
21st Century Oncology (formerly Oncure Medical Corp.)   October 2013 - March 2014
Charter Communications  August 2012 - September 2013
Oncure Medical Corp  March 2010 - August 2012
YRC Worldwide, Inc.   April 1997 - February 2010

Skills
PeopleSoft, Human Resources, Phone Etiquette, Taleo, Travel Arrangements, Microsoft Word, PowerPoint, Customer Service, Transportation, Microsoft Excel, Outlook, People Skills, Teamwork, Executive Calendar..., CEOs, Visio, Long-term Customer..., Medical Terminology, Budget Process, Positive Can-do Attitude, Board Relations, Friendly Personality, Receptionist Duties, Ariba, Event Planning, Meeting Planning, Video Conferencing, Khalix, Typing - 99 wpm, Meeting Minutes, Charity Work, Organizational Charts, Superior Work Ethic, Multi Tasking, SharePoint, Internet, Technical Skillset, Cellular Communications, White Papers, Swimming, Organization, Know-how, Investigative Research, Passion for Helping..., JDE Enterprise One, Freight Transportation, Cancer Research, Conference Rooms, Worksheets, Highly personable

Education
Front Range Community College   1982 — 1983
Business Administration and Management, General

Northglenn High School   1980 — 1982
High School Diploma, Business Administration and Management, General

Timothy Bickley Timothy Bickley Denver, Colorado Details
Timothy Bickley's Charles Schwab Experience May 2013 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2013 - Present
ServiceSource  October 2009 - October 2010

Education
Fort Lewis College   2004 — 2008
Bachelor of Arts (B.A.), International Business

Richard Washington, Sr. Richard Washington, Sr. Raleigh, North Carolina Details
Richard Washington, Sr.'s Charles Schwab Experience July 2001 - July 2005
Job Partner, Julia's Southern Foods, LLC
Industry Food Production
Experience
Julia's Southern Foods, LLC   July 2007 - Present
SouthernThings, Inc.   May 2006 - December 2009
GlaxoSmithKline  September 2005 - May 2006
Charles Schwab   July 2001 - July 2005
Smart Online  April 1999 - April 2001
MCI Corporation  September 1996 - February 1999
IBM  June 1966 - July 1996

Skills
Customer Relations, Graphic Design, Microsoft Office, Photoshop, Writing, B2B eCommerce, SEO, Rational Performance..., Test Automation, Software Quality..., Logistics Management, Software Development..., Software Project..., Certified Novell..., HTML/XML, Performance Analysis, System Testing, Application Development

Education
Georgia Institute of Technology   1961 — 1966
Bachelor of Science (BS), Industrial Management

Ernest Rockey Ernest Rockey Washington D.C. Metro Area Details
Ernest Rockey's Charles Schwab Experience February 1996 - October 2009
Job Investment Counselor at Old Dominion Capital Management, Inc.
Industry Investment Management
Experience
Old Dominion Capital Management, Inc.   December 2009 - Present
Charles Schwab   February 1996 - October 2009
Philadelphia Stock Exchange  June 1987 - May 1989

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

Education
Georgetown University - The McDonough School of Business   2010 — 2010
Certificate, Financial Planning

La Salle University   1982 — 1987
Bachelor of Science, Finance and Economics

Robyn Hamilton Robyn Hamilton San Francisco Bay Area Details
Robyn Hamilton's Charles Schwab Experience November 1998 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo  October 2006 - April 2010
Charles Schwab   November 1998 - October 2006
Wells Fargo  November 1984 - October 1998
Continental Grain Company  September 1980 - April 1984
The First Boston Corporation  August 1979 - September 1980

Skills
Investments, Retirement Planning, Finance, Financial Services, Relationship Management, Derivatives, Series 63, Outsourcing, Credit, Internet Banking, Equities, Strategic Financial..., Securities, Wealth Management, Series 7, Strategy, Risk Management, Product Development, Treasury, Banking, Financial Risk, Project Management, Asset Management, Business Analysis, Portfolio Management, Operational Risk, Asset Managment, Securitization, Investment Management, Financial Modeling, Swaps

Education
Stanford University Graduate School of Business   1977 — 1979
M.B.A., Finance

Georgetown University   1975 — 1978
M.A., Economics

Princeton University   1973 — 1975
A.B., Economic Policy

Diana Ahrens Diana Ahrens San Francisco, California Details
Diana Ahrens's Charles Schwab Experience August 2013 - February 2014
Job CoFounder at Ways & Means
Industry Marketing and Advertising
Experience
Ways & Means   October 2014 - Present
Liftopia, Inc.   August 2014 - September 2014
CityPass, Inc.   February 2014 - September 2014
Charles Schwab   August 2013 - February 2014
GOOD Worldwide, LLC  June 2012 - June 2013
Eleven, Inc.   May 2011 - June 2012
Eleven, Inc.   March 2009 - May 2011
Eleven, Inc.   March 2008 - March 2009
Universal McCann  September 2006 - March 2008

Skills
Integrated Marketing, Digital Strategy, Media Planning, Digital Media, Marketing, Strategic Communications, Leadership, Digital Marketing, Interactive Marketing, Strategy, Media Strategy, Media Buying, Online Advertising, Mobile Marketing, Online Marketing, New Media, Advertising, Mobile Advertising, Content Strategy

Education
Georgetown University   2000 — 2004
B.A., Linguistics, Mandarin

Kendra Black Kirst Kendra Black Kirst United States Details
Kendra Black Kirst's Charles Schwab Experience January 2006 - March 2010
Job Senior Specialist Business & Project Management
Industry Financial Services
Experience
Charles Schwab & Co. Inc.   March 2010 - Present
Charles Schwab   January 2006 - March 2010
Charles Schwab & Co., Inc.   August 1999 - November 2005
Wollberg/Michaelson Personnel Service   May 1999 - July 1999
Frederiksen & Co   November 1997 - April 1999
LOCALTouch Company   March 1996 - June 1997

Skills
Project Management, Follow-through Skills, Strong Organizational..., Communication, Budgets, Agile Project Management, Workflow Facilitation, Time Management, SharePoint, Coordination, Administrative..., Oral & Written..., Microsoft Office, Outlook, Bi-lingual: Spanish -..., Thrives in a..., Event Planning

Education
Franklin & Marshall College   1989 — 1993
BA, Spanish

Instituto Chileno-Británico de CulturaViña del Mar   1994 — 1995
Language Interpretation and Translation

UC Berkeley Extension
Project Management

Thomas Geffert Thomas Geffert San Francisco Bay Area Details
Thomas Geffert's Charles Schwab Experience 1993 - 1997
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2010 - 2011
Nollenberger Capital Partners, Inc   2007 - 2007
Pulse Trading Inc   2005 - 2006
Wells Fargo Securities, LLC  2002 - 2005
Robertson Stephens & Co  1997 - 2002
Charles Schwab   1993 - 1997

Skills
Strategic Planning, Customer Service, Research, Investments, Public Relations, Sales, Team Building, Equities, Marketing Strategy

Education
Georgetown University
B.A, Government

Anna Getzinger Anna Getzinger Augusta, Georgia Area Details
Anna Getzinger's Charles Schwab Experience 1998 - 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2004 - Present
Charles Schwab   1998 - 2004

Skills
Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Asset Allocation, Financial Planning, Retirement, Portfolio Management

Education
Georgia Southern University   1991 — 1995
Bachelor of Business Administration (BBA), Finance, General

Patricia LaCasse Patricia LaCasse Parker, Colorado Details
Patricia LaCasse's Charles Schwab Experience 1999 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds  2012 - Present
Charles Schwab   1999 - 2012

Skills
Series 7, Series 9/10, Series 63, Investments, Management, FINRA, Leadership, Business Analysis, Finance

Education
University of Colorado at Denver   1984 — 1987
Bachelor of Arts (B.A.), Economics

Fort Lewis College   1982 — 1984

Martin Beard Martin Beard Tucson, Arizona Details
Martin Beard's Charles Schwab Experience February 1999 - June 2004
Job Software Analyst at Intuit
Industry Computer Software
Experience
Martin Beard   January 2006 - Present
Intuit  January 2006 - Present
Charles Schwab   February 1999 - June 2004

Education
University of Phoenix   2000 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services, 3.88

George Mason University   1986 — 1989
Bachelor of Applied Science (B.A.Sc.), Management

Alex Pieper Alex Pieper Duluth, Georgia Details
Alex Pieper's Charles Schwab Experience June 2000 - April 2006
Job
Industry Telecommunications
Experience
Cox Communications  February 2010 - Present
Cox Communications  January 2008 - May 2009
Charles Schwab   June 2000 - April 2006

Skills
QTP, Quality Center, Manual Testing, Test Planning, Regression Testing, Test Automation, Test Cases, Software Quality..., System Testing, Test Management, LoadRunner, Defect Tracking, User Acceptance Testing, Testing, Performance Testing, Selenium

Education
Glendale Community College   2003 — 2004

The University of Texas at El Paso   1997 — 2000
Bachelor of Business Administration (B.B.A.), Computer and Information Systems

Allen Braunbeck Allen Braunbeck Surprise, Arizona Details
Allen Braunbeck's Charles Schwab Experience November 1996 - April 2005
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade  June 2013 - Present
Scottrade  August 2008 - Present
Scottrade  2007 - Present
Charles Schwab   November 1996 - April 2005

Education
Glendale Community College

Patrick Tolliver Patrick Tolliver Haysville, Kansas Details
Patrick Tolliver's Charles Schwab Experience January 2008 - January 2009
Job Accounting Assistant at Burlington Installation
Industry Construction
Experience
Burlington Installation Corp.   January 2013 - Present
Interim HealthCare & Hospice   January 2009 - January 2012
Charles Schwab   January 2008 - January 2009
Diversified Human Resources  January 2007 - November 2007
Absolute Employer Services   January 2006 - January 2007
Prudential Relocation Services  January 2004 - January 2006
Criser, Gough, & Parrish. LLC   January 2001 - January 2004
Criser & Mardis   January 1998 - January 2000

Skills
Accounts Receivable, Payroll, Accounting, Account Reconciliation, Accounts Payable, Invoicing

Education
Friends University   2002 — 2003
B.S, Business Management

Wichita State University   1989 — 1994
Psychology

Hong(Heather) Zhou Hong(Heather) Zhou San Francisco Bay Area Details
Hong(Heather) Zhou's Charles Schwab Experience June 2012 - October 2013
Job Marketing Database Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2013 - Present
Charles Schwab   June 2012 - October 2013
Canadian Institute for Health Information  April 2008 - July 2011

Skills
SQL, Teradata, Unix, Data analysis and..., Oracle, Databases, Data Warehousing, Business Analysis, Requirements Analysis, Segmentation, Campaign Execution, Campaign Performance..., SAS Programming, Crystal Reports, Health Information..., Reporting & Analysis, A/B Testing

Education
Shanghai Jiao Tong University   1990 — 1994
Bachelor's degree, Electrical Engineering

Fuzhou University
Master's degree, Electrical Engineering

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