Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
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Charles Schwab Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
Charles Schwab 2009 - Present
wellsfargo 2001 - 2004
Education
George Fox University 1999 — 2001
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
Charles Schwab October 2005 - Present
Education
Gannon University 1982 — 1984
Robert Morris University 1980 — 1982
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
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
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
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
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
Charles Schwab April 2013 - Present
Charles Schwab March 2012 - March 2013
Sit Investment Associates September 2008 - March 2012
Education
Fort Lewis College
BA, Economics
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
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
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
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
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
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
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
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
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
Charles Schwab July 2008 - Present
Education
Georgia Southern University 2007 — 2009
MBA, MBA
University of Cincinnati 1999 — 2004
BBA, Finance
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
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
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
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
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
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
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
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
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
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
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
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.)
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
Charles Schwab May 2013 - Present
ServiceSource October 2009 - October 2010
Education
Fort Lewis College 2004 — 2008
Bachelor of Arts (B.A.), International Business
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
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
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
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
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
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
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
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 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
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
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
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