Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Brandon Rodriquez Brandon Rodriquez's Charles Schwab Experience September 2015 - Present
Job Specialist, High Net Worth Representitive at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab October 2014 - Present
Wells Fargo January 2012 - October 2014
TRANSITIONS for the Developmentally Disabled January 2011 - February 2012
LA Fitness June 2010 - December 2010
Skills
Sales, Sales Management, Management, Customer Service, Banking, Leadership, Small Business, Retail Banking, Time Management, Credit, Insurance, Budgets, Investments, Loans, Team Leadership, Financial Services, Risk Management, Finance, Asset Allocation, Networking, Life Insurance, Variable Annuities, Sales Presentations, Entrepreneurship, Coaching
Education
University of Phoenix 2009 — 2014
Bachelor's of Science, Small Business Management/ Entrepreneurship and Business Finance
Mesa Community College 2010 — 2012
Small Business Management/ Entrepreneurship
Grand Canyon University 2009 — 2010
Athletic Training/Trainer
Charles Schwab September 2015 - Present
Charles Schwab October 2014 - Present
Wells Fargo January 2012 - October 2014
TRANSITIONS for the Developmentally Disabled January 2011 - February 2012
LA Fitness June 2010 - December 2010
Skills
Sales, Sales Management, Management, Customer Service, Banking, Leadership, Small Business, Retail Banking, Time Management, Credit, Insurance, Budgets, Investments, Loans, Team Leadership, Financial Services, Risk Management, Finance, Asset Allocation, Networking, Life Insurance, Variable Annuities, Sales Presentations, Entrepreneurship, Coaching
Education
University of Phoenix 2009 — 2014
Bachelor's of Science, Small Business Management/ Entrepreneurship and Business Finance
Mesa Community College 2010 — 2012
Small Business Management/ Entrepreneurship
Grand Canyon University 2009 — 2010
Athletic Training/Trainer
Janet Nicolas Janet Nicolas's Charles Schwab Experience 2000 - 2004
Job CPA with accounting, tax and finance experience
Industry Transportation/Trucking/Railroad
Experience
Textainer September 2014 - Present
Helm Financial Corporation, acquired by First Union Rail in April 2014 January 2007 - September 2014
Wells Fargo 2004 - 2007
Charles Schwab 2000 - 2004
Fremont Group October 1997 - October 2000
Skills
Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Corporate Finance, Process Improvement, Accounts Payable, Budgets, Analytics, 401k, Financial Planners, Due Diligence, Project Planning, Finance, General Ledger, Revenue Recognition, Mergers & Acquisitions, Variance Analysis, Risk Management, Tax, Financial Analysis, Accounting, Financial Reporting, Analysis, Management, Microsoft Excel, Financial Planning, Income Tax, Forecasting, Auditing, Financial Accounting, Microsoft Office, Account Reconciliation, Strategic Planning, Accounts Receivable, Tax Research, Payroll, SEC Filings
Education
Golden Gate University 2011 — 2014
Master's degree, Taxation
San Francisco State University
Bachelor of Science (B.S.), Accounting and Finance
University of Phoenix
MBA, Business Administration
Textainer September 2014 - Present
Helm Financial Corporation, acquired by First Union Rail in April 2014 January 2007 - September 2014
Wells Fargo 2004 - 2007
Charles Schwab 2000 - 2004
Fremont Group October 1997 - October 2000
Skills
Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Corporate Finance, Process Improvement, Accounts Payable, Budgets, Analytics, 401k, Financial Planners, Due Diligence, Project Planning, Finance, General Ledger, Revenue Recognition, Mergers & Acquisitions, Variance Analysis, Risk Management, Tax, Financial Analysis, Accounting, Financial Reporting, Analysis, Management, Microsoft Excel, Financial Planning, Income Tax, Forecasting, Auditing, Financial Accounting, Microsoft Office, Account Reconciliation, Strategic Planning, Accounts Receivable, Tax Research, Payroll, SEC Filings
Education
Golden Gate University 2011 — 2014
Master's degree, Taxation
San Francisco State University
Bachelor of Science (B.S.), Accounting and Finance
University of Phoenix
MBA, Business Administration
Autumn Brown Autumn Brown's Charles Schwab Experience February 2015 - Present
Job Learning Events Specialist at Charles Schwab
Industry Banking
Experience
Charles Schwab February 2015 - Present
Magellan Health Services & Magellan Complete Care June 2009 - December 2014
Southwest Cardiovascular Associates January 2008 - May 2009
Valley View Regional Hospital January 2006 - December 2008
Skills
Appointment Scheduling, Microsoft Office, Microsoft Excel, Captivate, Customer Service, Office Administration, Front Office, Medical Records, Social Skills, Mac, Windows, Training, Volunteer Management, Volunteering, Team Spirit, Telephone Skills, Process Scheduler, Data Entry, Management, Access, Outlook, Software Documentation, Administration, Time Management, Supervisory Skills, Administrative..., Psychology, Employee Training, Healthcare, Conflict Resolution, Critical Thinking, Staff Development, Cpr Certified, Healthcare Management, Medical Terminology, Social Services, Program Development, Mental Health
Education
Grand Canyon University 2013 — 2014
Bachelor's of Science, Health Care Administration, 3.4
Paradise Valley Community College 2011 — 2012
Associate's degree, General Studies
River Valley High School 2001 — 2005
High School Diploma
Charles Schwab February 2015 - Present
Magellan Health Services & Magellan Complete Care June 2009 - December 2014
Southwest Cardiovascular Associates January 2008 - May 2009
Valley View Regional Hospital January 2006 - December 2008
Skills
Appointment Scheduling, Microsoft Office, Microsoft Excel, Captivate, Customer Service, Office Administration, Front Office, Medical Records, Social Skills, Mac, Windows, Training, Volunteer Management, Volunteering, Team Spirit, Telephone Skills, Process Scheduler, Data Entry, Management, Access, Outlook, Software Documentation, Administration, Time Management, Supervisory Skills, Administrative..., Psychology, Employee Training, Healthcare, Conflict Resolution, Critical Thinking, Staff Development, Cpr Certified, Healthcare Management, Medical Terminology, Social Services, Program Development, Mental Health
Education
Grand Canyon University 2013 — 2014
Bachelor's of Science, Health Care Administration, 3.4
Paradise Valley Community College 2011 — 2012
Associate's degree, General Studies
River Valley High School 2001 — 2005
High School Diploma
Matt Millner Matt Millner's Charles Schwab Experience October 2004 - May 2005
Job Operational Accounting Analyst at Nelnet
Industry Information Technology and Services
Experience
Nelnet April 2015 - Present
Nelnet Diversified Solutions February 2013 - Present
Nelnet Diversified Solutions April 2010 - February 2013
Nelnet Diversified Solutions October 2007 - April 2010
Charles Schwab October 2004 - May 2005
Skills
RTS (Real Time..., Predictive Dialer and..., Call Centers, Customer Service, Team Building, Coaching, SharePoint, Process Improvement, Performance Management, Training, Change Management, Team Leadership, Project Management, Leadership, Business Analysis, Microsoft Office, Technical Writing, Organizational..., Program Management, Team Management, Workforce Management
Education
Graceland University 1992 — 1996
Bachelor of Arts (B.A.), Communications
Nelnet April 2015 - Present
Nelnet Diversified Solutions February 2013 - Present
Nelnet Diversified Solutions April 2010 - February 2013
Nelnet Diversified Solutions October 2007 - April 2010
Charles Schwab October 2004 - May 2005
Skills
RTS (Real Time..., Predictive Dialer and..., Call Centers, Customer Service, Team Building, Coaching, SharePoint, Process Improvement, Performance Management, Training, Change Management, Team Leadership, Project Management, Leadership, Business Analysis, Microsoft Office, Technical Writing, Organizational..., Program Management, Team Management, Workforce Management
Education
Graceland University 1992 — 1996
Bachelor of Arts (B.A.), Communications
Laura Clare Daniels's Charles Schwab Experience August 2012 - November 2013
Job Director of Human Resources at Autodesk
Industry Human Resources
Experience
Autodesk November 2014 - Present
Autodesk November 2013 - November 2014
Charles Schwab August 2012 - November 2013
PerkinElmer March 2008 - August 2012
PerkinElmer Optoelectronics January 2005 - March 2008
PerkinElmer Optoelectronics March 2000 - January 2005
Law Offices of Arne Nelson 1999 - 2000
National Labor Relations Board 1999 - 1999
Women's Employment Right's Clinic September 1997 - December 1998
Skills
Global HR, Organizational..., Leadership Development, Executive Coaching, Employee Engagement, Gallup Strengths, Employee Relations, Employment Law, M&A due diligence, Total Rewards Strategies, Executive Compensation, Sales Compensation, Global Compensation, Talent Acquisition, HR Policies, Training & Development, Six Sigma, Project Management, Global Mobility, ISO 13485, Workforce Planning, Change Management, Training, Organizational..., Succession Planning, Onboarding, Performance Management, EEO, Employee Benefits, Organizational Design, Human Resources, Talent Management, Leadership, Cross-functional Team..., Global Recruiting, Affirmative Action..., Diversity & Inclusion, Team Facilitation, Labor Relations, Due Diligence, Acquisition Integration, Benefits Administration, Strategy, Mergers & Acquisitions, Interviews, Management, Start-ups, HRIS, Program Management, Coaching
Education
Golden Gate University 1996 — 1999
Doctor of Law (JD), Employment and Labor Law
Santa Clara University 1993 — 1995
BA, History
Autodesk November 2014 - Present
Autodesk November 2013 - November 2014
Charles Schwab August 2012 - November 2013
PerkinElmer March 2008 - August 2012
PerkinElmer Optoelectronics January 2005 - March 2008
PerkinElmer Optoelectronics March 2000 - January 2005
Law Offices of Arne Nelson 1999 - 2000
National Labor Relations Board 1999 - 1999
Women's Employment Right's Clinic September 1997 - December 1998
Skills
Global HR, Organizational..., Leadership Development, Executive Coaching, Employee Engagement, Gallup Strengths, Employee Relations, Employment Law, M&A due diligence, Total Rewards Strategies, Executive Compensation, Sales Compensation, Global Compensation, Talent Acquisition, HR Policies, Training & Development, Six Sigma, Project Management, Global Mobility, ISO 13485, Workforce Planning, Change Management, Training, Organizational..., Succession Planning, Onboarding, Performance Management, EEO, Employee Benefits, Organizational Design, Human Resources, Talent Management, Leadership, Cross-functional Team..., Global Recruiting, Affirmative Action..., Diversity & Inclusion, Team Facilitation, Labor Relations, Due Diligence, Acquisition Integration, Benefits Administration, Strategy, Mergers & Acquisitions, Interviews, Management, Start-ups, HRIS, Program Management, Coaching
Education
Golden Gate University 1996 — 1999
Doctor of Law (JD), Employment and Labor Law
Santa Clara University 1993 — 1995
BA, History
Nina Kisch Nina Kisch's Charles Schwab Experience 1993 - 1998
Job Vehicle Electrification and Change Management
Industry Utilities
Experience
Pacific Gas and Electric Company September 2006 - Present
Pacific Gas and Electric Company July 2004 - September 2006
Pacific Gas and Electric Company August 2001 - July 2004
Scient 1999 - 2001
Advent Software 1998 - 1999
Charles Schwab 1993 - 1998
Skills
Instructional Design, Organizational Design, Change Management, Process Engineering, Coaching, Program Management, Training, Management, Performance Improvement, Employee Training, Organizational..., Training Delivery, Project Management, Leadership Development, Organizational..., Performance Management, Leadership, Analysis, Software Documentation, Project Planning, Strategy, Budgets, Strategic Planning, Process Improvement, Business Process..., Team Building, Cross-functional Team..., Management Consulting, Workshop Facilitation
Education
Golden Gate University 2007 — 2011
Masters
Tufts University 1988 — 1992
BA
Hunter College High School 1982 — 1988
Pacific Gas and Electric Company September 2006 - Present
Pacific Gas and Electric Company July 2004 - September 2006
Pacific Gas and Electric Company August 2001 - July 2004
Scient 1999 - 2001
Advent Software 1998 - 1999
Charles Schwab 1993 - 1998
Skills
Instructional Design, Organizational Design, Change Management, Process Engineering, Coaching, Program Management, Training, Management, Performance Improvement, Employee Training, Organizational..., Training Delivery, Project Management, Leadership Development, Organizational..., Performance Management, Leadership, Analysis, Software Documentation, Project Planning, Strategy, Budgets, Strategic Planning, Process Improvement, Business Process..., Team Building, Cross-functional Team..., Management Consulting, Workshop Facilitation
Education
Golden Gate University 2007 — 2011
Masters
Tufts University 1988 — 1992
BA
Hunter College High School 1982 — 1988
Allison Maguire's Charles Schwab Experience August 1997 - February 2000
Job Manager, Engagement Services at Sitrion
Industry Computer Software
Experience
Sitrion October 2014 - Present
Sitrion October 2013 - October 2014
Mars May 2011 - October 2013
Mars March 2010 - May 2011
Mars May 2009 - March 2010
Mars August 2006 - October 2009
Ingham Group December 2001 - May 2003
Schwab Capital Markets February 2000 - July 2001
Charles Schwab August 1997 - February 2000
Skills
SharePoint, Knowledge Management, Business Process, IT Service Management, Management, Enterprise Software, Collaboration Solutions, IT Strategy, Social Networking, ITIL, Wikis, Requirements Gathering, Collaboration Tools, Enterprise Social..., Social Business, Enterprise Collaboration, Knowledge Sharing, Social Enterprise, Community Sites, Community Management, Social Media Evangelist, Portals, IT Management, Infrastructure, Leadership, Training, Service Management, Intranet, Project Portfolio..., IT Operations, Vendor Management, Team Leadership, Blogging, Incident Management, PMO, Business Process..., Consulting, Online Communities, Strategy, SAP
Education
Golden Gate University 2003 — 2004
MSc
University of Miami 1990 — 1994
BA
Sitrion October 2014 - Present
Sitrion October 2013 - October 2014
Mars May 2011 - October 2013
Mars March 2010 - May 2011
Mars May 2009 - March 2010
Mars August 2006 - October 2009
Ingham Group December 2001 - May 2003
Schwab Capital Markets February 2000 - July 2001
Charles Schwab August 1997 - February 2000
Skills
SharePoint, Knowledge Management, Business Process, IT Service Management, Management, Enterprise Software, Collaboration Solutions, IT Strategy, Social Networking, ITIL, Wikis, Requirements Gathering, Collaboration Tools, Enterprise Social..., Social Business, Enterprise Collaboration, Knowledge Sharing, Social Enterprise, Community Sites, Community Management, Social Media Evangelist, Portals, IT Management, Infrastructure, Leadership, Training, Service Management, Intranet, Project Portfolio..., IT Operations, Vendor Management, Team Leadership, Blogging, Incident Management, PMO, Business Process..., Consulting, Online Communities, Strategy, SAP
Education
Golden Gate University 2003 — 2004
MSc
University of Miami 1990 — 1994
BA
Fadean Lam Fadean Lam's Charles Schwab Experience November 2006 - October 2007
Job Quality Control Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2013 - Present
JPMorgan Chase June 2011 - December 2013
Marix Servicing, LLC October 2007 - June 2011
Charles Schwab November 2006 - October 2007
Compass Bank March 2006 - November 2006
Skills
Communication, Bankruptcy, Interpersonal Skill, Marketing Strategy, Negotiation, Analysis, Project Management, Employee Training, Presentation Development, Windows, Desktop Computers, Leadership Development, Business Process..., Loans, Risk Management, Financial Risk, Finance, Mortgage Banking, Loan Origination, Default, Credit Analysis, Customer Service, Leadership, Microsoft Office, Banking, PowerPoint, Management, Strategic Planning, Loan Servicing, Process Improvement
Education
Grand Canyon University 2015 — 2016
Master of Business Administration (MBA), Finance, General
Ottawa University-Phoenix 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Pima Community College 2001 — 2004
Bachelor of Business Administration (B.B.A.), Computer Science
JPMorgan Chase December 2013 - Present
JPMorgan Chase June 2011 - December 2013
Marix Servicing, LLC October 2007 - June 2011
Charles Schwab November 2006 - October 2007
Compass Bank March 2006 - November 2006
Skills
Communication, Bankruptcy, Interpersonal Skill, Marketing Strategy, Negotiation, Analysis, Project Management, Employee Training, Presentation Development, Windows, Desktop Computers, Leadership Development, Business Process..., Loans, Risk Management, Financial Risk, Finance, Mortgage Banking, Loan Origination, Default, Credit Analysis, Customer Service, Leadership, Microsoft Office, Banking, PowerPoint, Management, Strategic Planning, Loan Servicing, Process Improvement
Education
Grand Canyon University 2015 — 2016
Master of Business Administration (MBA), Finance, General
Ottawa University-Phoenix 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Pima Community College 2001 — 2004
Bachelor of Business Administration (B.B.A.), Computer Science
Amy Hamasaki Amy Hamasaki's Charles Schwab Experience July 1999 - December 2005
Job Founder/Owner Real Estate Holding Company at Massive Ventures LLC
Industry Financial Services
Experience
Dolphin Advisors -Property Management Holding Company January 2007 - Present
Massive Ventures LLC January 2007 - Present
Dolphin Advisors LLC January 2007 - December 2008
Charles Schwab July 1999 - December 2005
Skills
Financial Analysis, Investments, Retirement Planning, Microsoft Office, Securities, Customer Service, Microsoft Excel, Microsoft Word, Due Diligence
Education
Golden Gate University 2004 — 2004
Banking, Corporate, Finance, and Securities Law
University of California, Santa Cruz 1993 — 1997
Bachelor's degree, Global Economics
Dolphin Advisors -Property Management Holding Company January 2007 - Present
Massive Ventures LLC January 2007 - Present
Dolphin Advisors LLC January 2007 - December 2008
Charles Schwab July 1999 - December 2005
Skills
Financial Analysis, Investments, Retirement Planning, Microsoft Office, Securities, Customer Service, Microsoft Excel, Microsoft Word, Due Diligence
Education
Golden Gate University 2004 — 2004
Banking, Corporate, Finance, and Securities Law
University of California, Santa Cruz 1993 — 1997
Bachelor's degree, Global Economics
Randy Merk Randy Merk's Charles Schwab Experience 2002 - 2011
Job Retired Executive Vice President at Charles Schwab
Industry Financial Services
Experience
Merk Financial Analytics LLC August 2012 - Present
Golden Gate University August 2012 - Present
@ Merkville in Menlo Park November 2011 - Present
Charles Schwab 2002 - 2011
American Century Investments 2001 - 2002
Skills
Alternative Investments, Investment Management, Asset Allocation, Fixed Income, Investments, Equities, Portfolio Management, Bonds, Capital Markets, Trading
Education
Golden Gate University 1981 — 1985
M.B.A., Finance
U.C. Davis 1972 — 1976
B.A., Political Science
Merk Financial Analytics LLC August 2012 - Present
Golden Gate University August 2012 - Present
@ Merkville in Menlo Park November 2011 - Present
Charles Schwab 2002 - 2011
American Century Investments 2001 - 2002
Skills
Alternative Investments, Investment Management, Asset Allocation, Fixed Income, Investments, Equities, Portfolio Management, Bonds, Capital Markets, Trading
Education
Golden Gate University 1981 — 1985
M.B.A., Finance
U.C. Davis 1972 — 1976
B.A., Political Science
Valerie Lee, M.S. Valerie Lee, M.S.'s Charles Schwab Experience November 2014 - Present
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Trina Kelley's Charles Schwab Experience February 2005 - March 2006
Job Contractor Risk Management at APL
Industry Transportation/Trucking/Railroad
Experience
APL May 2006 - Present
Charles Schwab February 2005 - March 2006
DFS Group Limited July 2004 - January 2005
APL March 2004 - July 2004
GreenPoint Mortgage December 2003 - March 2004
APL August 2003 - November 2003
Various Contract Assignment November 2002 - July 2003
Zomax January 2002 - July 2002
iGeneration January 1999 - October 2001
Skills
Shipping, Freight, Container, Ocean, Transportation, Research and analysis..., High Organizational..., Undertake a variety of..., Highly detail oriented, Accounts Payable, Logistics, Logistics Management, Forecasting, Invoicing, Contract Negotiation, Accounts Receivable, PeopleSoft
Education
Grambling State University
Bachelor of Science (B.S.), Accounting
APL May 2006 - Present
Charles Schwab February 2005 - March 2006
DFS Group Limited July 2004 - January 2005
APL March 2004 - July 2004
GreenPoint Mortgage December 2003 - March 2004
APL August 2003 - November 2003
Various Contract Assignment November 2002 - July 2003
Zomax January 2002 - July 2002
iGeneration January 1999 - October 2001
Skills
Shipping, Freight, Container, Ocean, Transportation, Research and analysis..., High Organizational..., Undertake a variety of..., Highly detail oriented, Accounts Payable, Logistics, Logistics Management, Forecasting, Invoicing, Contract Negotiation, Accounts Receivable, PeopleSoft
Education
Grambling State University
Bachelor of Science (B.S.), Accounting
Grant Faulkner's Charles Schwab Experience 1997 - 2004
Job Executive Director of National Novel Writing Month
Industry Writing and Editing
Experience
National Novel Writing Month January 2012 - Present
100 Word Story June 2011 - Present
Office of Letters and Light 2011 - 2012
National Writing Project April 2005 - December 2011
The Gap 2004 - 2005
Charles Schwab 1997 - 2004
The Des Moines Register 1995 - 1997
Pima Community College 1994 - 1996
Skills
Blogging, Non-profits, Staff Development, Content Strategy, Copy Editing, Newsletters, Editing, Copywriting, Web Content, Creative Writing, Editorial, Journalism, Publishing, Feature Articles, Grant Writing, Nonprofits, Public Relations, Teaching, Literature, Social Networking, Fundraising, Social Media Marketing, Internal Communications, Corporate Communications, Strategic Communications, Proofreading, Publications, Press Releases, Writing, Public Speaking, Social Media, Storytelling, Marketing, Research, Management, Strategy, Leadership, Event Planning, Community Outreach, Media Relations, Content Development, Strategic Planning, Interviews, Magazines, Content Management, Higher Education, Facebook
Education
San Francisco State University 1991 — 1994
MA, English: Concentration in Creative Writing
Grinnell College 1983 — 1987
BA, English
National Novel Writing Month January 2012 - Present
100 Word Story June 2011 - Present
Office of Letters and Light 2011 - 2012
National Writing Project April 2005 - December 2011
The Gap 2004 - 2005
Charles Schwab 1997 - 2004
The Des Moines Register 1995 - 1997
Pima Community College 1994 - 1996
Skills
Blogging, Non-profits, Staff Development, Content Strategy, Copy Editing, Newsletters, Editing, Copywriting, Web Content, Creative Writing, Editorial, Journalism, Publishing, Feature Articles, Grant Writing, Nonprofits, Public Relations, Teaching, Literature, Social Networking, Fundraising, Social Media Marketing, Internal Communications, Corporate Communications, Strategic Communications, Proofreading, Publications, Press Releases, Writing, Public Speaking, Social Media, Storytelling, Marketing, Research, Management, Strategy, Leadership, Event Planning, Community Outreach, Media Relations, Content Development, Strategic Planning, Interviews, Magazines, Content Management, Higher Education, Facebook
Education
San Francisco State University 1991 — 1994
MA, English: Concentration in Creative Writing
Grinnell College 1983 — 1987
BA, English
Alexis Pepple Alexis Pepple's Charles Schwab Experience January 2014 - Present
Job Program Manager Schwab Advisor Network at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab November 2010 - January 2014
North Valley Bank August 2008 - November 2010
Charles Schwab February 2007 - August 2008
Sapphire Investor Relations January 2006 - February 2007
Skills
Customer Service, Windows, Research, Strategic Planning, Negotiation, Accounting, Teaching, Project Management, Team Building, Editing, Management, Sales, Investments, Analysis, Risk Management
Education
University of San Francisco 2004 — 2005
Masters of Business Administration, Finance and Marketing
Gonzaga University 2000 — 2004
Bachelor of Business Administration, Finance
Charles Schwab January 2014 - Present
Charles Schwab November 2010 - January 2014
North Valley Bank August 2008 - November 2010
Charles Schwab February 2007 - August 2008
Sapphire Investor Relations January 2006 - February 2007
Skills
Customer Service, Windows, Research, Strategic Planning, Negotiation, Accounting, Teaching, Project Management, Team Building, Editing, Management, Sales, Investments, Analysis, Risk Management
Education
University of San Francisco 2004 — 2005
Masters of Business Administration, Finance and Marketing
Gonzaga University 2000 — 2004
Bachelor of Business Administration, Finance
Paul Witwer, CFP® Paul Witwer, CFP®'s Charles Schwab Experience September 2003 - August 2004
Job Principal at Voyage Wealth Management
Industry Investment Management
Experience
Voyage Wealth Management July 2013 - Present
Exploring America April 2009 - July 2013
Bell Investment Advisors, Inc. March 2006 - April 2009
Merrill Lynch August 2004 - March 2006
Charles Schwab September 2003 - August 2004
Morgan Stanley January 1995 - September 2003
Skills
Wealth Management, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Strategic Financial..., Investments
Education
Golden Gate University 2008 — 2010
Financial Planning and Taxation
The American College 2001 — 2003
Financial Planning
University of Kansas 1976 — 1980
Bachelor of Science (B.S.), Journalism
Voyage Wealth Management July 2013 - Present
Exploring America April 2009 - July 2013
Bell Investment Advisors, Inc. March 2006 - April 2009
Merrill Lynch August 2004 - March 2006
Charles Schwab September 2003 - August 2004
Morgan Stanley January 1995 - September 2003
Skills
Wealth Management, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Strategic Financial..., Investments
Education
Golden Gate University 2008 — 2010
Financial Planning and Taxation
The American College 2001 — 2003
Financial Planning
University of Kansas 1976 — 1980
Bachelor of Science (B.S.), Journalism
Richard Balugo Richard Balugo's Charles Schwab Experience April 1999 - June 2006
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
San Francisco Chronicle June 2007 - May 2010
Wells Fargo Bank July 2006 - June 2007
Charles Schwab April 1999 - June 2006
Skills
Business Analysis, Business Intelligence, SQL, Data Analysis, SDLC, Analysis, Oracle, Crystal Reports, Databases, Testing, Vendor Management, Data Warehousing
Education
University of San Francisco 2009 — 2011
MSIS, Information Systems
Golden Gate University 1988 — 1991
BS Accounting, Accounting & Finance
Wells Fargo March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
San Francisco Chronicle June 2007 - May 2010
Wells Fargo Bank July 2006 - June 2007
Charles Schwab April 1999 - June 2006
Skills
Business Analysis, Business Intelligence, SQL, Data Analysis, SDLC, Analysis, Oracle, Crystal Reports, Databases, Testing, Vendor Management, Data Warehousing
Education
University of San Francisco 2009 — 2011
MSIS, Information Systems
Golden Gate University 1988 — 1991
BS Accounting, Accounting & Finance
Mike McCubbin's Charles Schwab Experience April 2014 - Present
Job AD Market Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab August 2012 - March 2014
Key Investment Services February 2011 - February 2012
Edward Jones January 2007 - January 2011
Merrill Lynch April 2006 - November 2006
Colorado College September 1998 - March 2006
Education
Grinnell College 1986 — 1988
Bachelor of Arts (B.A.), Psychology
Charles Schwab April 2014 - Present
Charles Schwab August 2012 - March 2014
Key Investment Services February 2011 - February 2012
Edward Jones January 2007 - January 2011
Merrill Lynch April 2006 - November 2006
Colorado College September 1998 - March 2006
Education
Grinnell College 1986 — 1988
Bachelor of Arts (B.A.), Psychology
Chandra Brown, EA, CLPF Chandra Brown, EA, CLPF's Charles Schwab Experience January 2006 - March 2007
Job Boussole Financial Solutions, LLC
Industry Accounting
Experience
Boussole Financial Solutions, LLC March 2009 - Present
BNI 2012 - 2013
National Association of Tax Professionals 2011 - 2012
Bank of the West March 2007 - February 2009
Charles Schwab January 2006 - March 2007
Skills
Accounting, Small Business, Quickbooks, Estate Planning, Financial Planning, Tax Preparation, Tax, Financial Planners, Strategic Financial..., High Net Worth..., Bookkeeping, QuickBooks, Income Tax, IRS, Tax Accounting, Tax Advisory, Tax Research, Partnership Taxation, Cash Flow, Auditing, General Ledger, Tax Returns, Corporate Tax, Account Reconciliation, US GAAP, CPA, Financial Reporting, Financial Statements, Accounts Receivable, Internal Controls, Sales Tax, Fixed Assets, Accounts Payable, Finance, Investments, Due Diligence, GAAP, Sarbanes-Oxley Act, Financial Analysis, Payroll, Financial Accounting, Public Speaking
Education
Golden Gate University 2006 — 2011
MS, Taxation
Coro Foundation Fellowship 1997 — 1998
Certificate, Public Affairs
Occidental College 1991 — 1995
B.A., Politics & Sociology
Boussole Financial Solutions, LLC March 2009 - Present
BNI 2012 - 2013
National Association of Tax Professionals 2011 - 2012
Bank of the West March 2007 - February 2009
Charles Schwab January 2006 - March 2007
Skills
Accounting, Small Business, Quickbooks, Estate Planning, Financial Planning, Tax Preparation, Tax, Financial Planners, Strategic Financial..., High Net Worth..., Bookkeeping, QuickBooks, Income Tax, IRS, Tax Accounting, Tax Advisory, Tax Research, Partnership Taxation, Cash Flow, Auditing, General Ledger, Tax Returns, Corporate Tax, Account Reconciliation, US GAAP, CPA, Financial Reporting, Financial Statements, Accounts Receivable, Internal Controls, Sales Tax, Fixed Assets, Accounts Payable, Finance, Investments, Due Diligence, GAAP, Sarbanes-Oxley Act, Financial Analysis, Payroll, Financial Accounting, Public Speaking
Education
Golden Gate University 2006 — 2011
MS, Taxation
Coro Foundation Fellowship 1997 — 1998
Certificate, Public Affairs
Occidental College 1991 — 1995
B.A., Politics & Sociology
Lester Burson-Thomas, MBA Lester Burson-Thomas, MBA's Charles Schwab Experience September 2014 - March 2015
Job Senior Business Analyst at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company March 2015 - Present
Charles Schwab September 2014 - March 2015
Independent Consultant June 2014 - September 2014
Pacific Gas and Electric Company March 2013 - May 2014
AAA NCNU Insurance Exchange February 2012 - February 2013
Pacific Gas & Electric February 2010 - January 2012
Charles Schwab July 2000 - April 2009
PG&E August 1991 - June 2000
PG&E 1991 - 2000
Skills
Business Process, Energy, Business Process Design, Requirements Analysis, Business Analysis, Visio, MS Office Suite, Requirements Gathering, Quality Assurance, Integration, User Acceptance Testing, Business Requirements, Testing, Agile Methodologies, SDLC, System Testing, Microsoft Office, SQL, Business Objects, Quality Center, Software Development, Agile Project Management, Data Migration, Data Modeling, Project Delivery
Education
Golden Gate University 1993 — 1996
MBA, Information Systems
San Francisco State University 1988 — 1991
Bachelor of Science (BSc), Management Information Systems, General, 3.98
West Bridgeford - Nottingham 1979 — 1980
City & Guilds, Graphic and Printing Equipment Operator, General Production, NA
Pacific Gas and Electric Company March 2015 - Present
Charles Schwab September 2014 - March 2015
Independent Consultant June 2014 - September 2014
Pacific Gas and Electric Company March 2013 - May 2014
AAA NCNU Insurance Exchange February 2012 - February 2013
Pacific Gas & Electric February 2010 - January 2012
Charles Schwab July 2000 - April 2009
PG&E August 1991 - June 2000
PG&E 1991 - 2000
Skills
Business Process, Energy, Business Process Design, Requirements Analysis, Business Analysis, Visio, MS Office Suite, Requirements Gathering, Quality Assurance, Integration, User Acceptance Testing, Business Requirements, Testing, Agile Methodologies, SDLC, System Testing, Microsoft Office, SQL, Business Objects, Quality Center, Software Development, Agile Project Management, Data Migration, Data Modeling, Project Delivery
Education
Golden Gate University 1993 — 1996
MBA, Information Systems
San Francisco State University 1988 — 1991
Bachelor of Science (BSc), Management Information Systems, General, 3.98
West Bridgeford - Nottingham 1979 — 1980
City & Guilds, Graphic and Printing Equipment Operator, General Production, NA
Amy Chramosta Amy Chramosta's Charles Schwab Experience December 2009 - June 2011
Job Independent Contractor: Operations Manager at salesforce.com
Industry Marketing and Advertising
Experience
salesforce.com May 2012 - Present
ABC Global Marketing 2004 - Present
Red Dragon Yoga 2001 - Present
Charles Schwab December 2009 - June 2011
One World Partners 2006 - 2007
Sun Microsystems, Inc. 1997 - 2004
Creative Marketing Incentives Group, Inc. 1994 - 1997
Seven Seas Cruise Line January 1992 - December 1994
Coopers & Lybrand 1991 - 1991
Skills
Budget Management, Integrated Marketing, Vendor Relations, Conferences, Event Planning, Strategic Planning, Event Management, Customer Relations, Event Marketing, Contract Negotiation, Demand Generation, Vendor Management, Program Management, Marketing Communications, Budgeting, Budgets, Marketing, New Business Development, Customer Service, Business Development, Marketing Strategy, Cross-functional Team..., Start-ups, Public Relations, Multi-channel Marketing, Leadership, Management, Strategy, Sales, Market Research, Strategic Partnerships, CRM, Entrepreneurship, Social Media Marketing, Copywriting, Product Marketing, Training, Cloud Computing, Salesforce.com, Email Marketing, Account Management, Lead Generation, Online Marketing, Digital Marketing, Direct Marketing, Online Advertising
Education
Golden Gate University 1993 — 1997
MBA, Marketing
University of Colorado at Boulder 1987 — 1990
Bachelors of Science, Advertising
University of Illinois at Urbana-Champaign 1986 — 1987
salesforce.com May 2012 - Present
ABC Global Marketing 2004 - Present
Red Dragon Yoga 2001 - Present
Charles Schwab December 2009 - June 2011
One World Partners 2006 - 2007
Sun Microsystems, Inc. 1997 - 2004
Creative Marketing Incentives Group, Inc. 1994 - 1997
Seven Seas Cruise Line January 1992 - December 1994
Coopers & Lybrand 1991 - 1991
Skills
Budget Management, Integrated Marketing, Vendor Relations, Conferences, Event Planning, Strategic Planning, Event Management, Customer Relations, Event Marketing, Contract Negotiation, Demand Generation, Vendor Management, Program Management, Marketing Communications, Budgeting, Budgets, Marketing, New Business Development, Customer Service, Business Development, Marketing Strategy, Cross-functional Team..., Start-ups, Public Relations, Multi-channel Marketing, Leadership, Management, Strategy, Sales, Market Research, Strategic Partnerships, CRM, Entrepreneurship, Social Media Marketing, Copywriting, Product Marketing, Training, Cloud Computing, Salesforce.com, Email Marketing, Account Management, Lead Generation, Online Marketing, Digital Marketing, Direct Marketing, Online Advertising
Education
Golden Gate University 1993 — 1997
MBA, Marketing
University of Colorado at Boulder 1987 — 1990
Bachelors of Science, Advertising
University of Illinois at Urbana-Champaign 1986 — 1987
Christina Doss's Charles Schwab Experience 2003 - April 2006
Job Managing Director at Saltmarsh Financial Advisors, LLC
Industry Financial Services
Experience
Saltmarsh Financial Advisors, LLC August 2013 - Present
SunTrust Bank August 2011 - August 2013
SunTrust Bank April 2009 - January 2012
SunTrust Bank July 2007 - April 2009
SunTrust Bank May 2006 - July 2007
Charles Schwab 2003 - April 2006
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1995 - 1999
Charles Schwab 1993 - 1995
Skills
Portfolio Management, Investments, Business Development, Wealth Management, Leadership, Financial Services, Loans, Risk Management, Management, Project Management, Sales Management, Credit, Banking, Relationship Management, Strategic Financial..., Strategy, Retirement Planning, Mutual Funds, Series 7, Equities, Strategic Planning, Budgets, Mortgage Lending, Investment Advisory, Asset Managment, Investment Banking, Financial Advisory, Securities, Consumer Lending, Credit Risk, Coaching, Insurance, Recruiting, Cross-functional Team..., Team Leadership, Talent Management, Wealth Management..., Integration, Human Resources, Sales Operations, New Business Development, Training, Project Planning, Business Strategy, Finance, Asset Management, Mergers & Acquisitions
Education
Golden Gate University 1985 — 1987
B.S., Management
University of Missouri, Columbia
Saltmarsh Financial Advisors, LLC August 2013 - Present
SunTrust Bank August 2011 - August 2013
SunTrust Bank April 2009 - January 2012
SunTrust Bank July 2007 - April 2009
SunTrust Bank May 2006 - July 2007
Charles Schwab 2003 - April 2006
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1995 - 1999
Charles Schwab 1993 - 1995
Skills
Portfolio Management, Investments, Business Development, Wealth Management, Leadership, Financial Services, Loans, Risk Management, Management, Project Management, Sales Management, Credit, Banking, Relationship Management, Strategic Financial..., Strategy, Retirement Planning, Mutual Funds, Series 7, Equities, Strategic Planning, Budgets, Mortgage Lending, Investment Advisory, Asset Managment, Investment Banking, Financial Advisory, Securities, Consumer Lending, Credit Risk, Coaching, Insurance, Recruiting, Cross-functional Team..., Team Leadership, Talent Management, Wealth Management..., Integration, Human Resources, Sales Operations, New Business Development, Training, Project Planning, Business Strategy, Finance, Asset Management, Mergers & Acquisitions
Education
Golden Gate University 1985 — 1987
B.S., Management
University of Missouri, Columbia
Mauricio Beugelmans's Charles Schwab Experience August 1999 - September 2002
Job Partner at Beugelmans, LLP
Industry Law Practice
Experience
Beugelmans, LLP May 2009 - Present
Morgan Stanley & Co. Inc. June 2005 - May 2009
Steefel, Levitt & Weiss September 2004 - June 2005
Morgan Stanley October 2002 - September 2004
Charles Schwab August 1999 - September 2002
Skills
Securities Regulation, FINRA, Securities, Commercial Litigation, Securities Litigation, Arbitration, Internal Investigations, Mergers, Corporate Governance, Broker-Dealer, Corporate Law, Trials, Litigation, Hedge Funds, SEC, International..., Financial Services, Private Placements, Capital Markets, AML, Intellectual Property, Series 7, Mergers & Acquisitions, Series 24, Alternative Investments, Legal Research, Investment Advisory, Financial Regulation, FCPA, Mediation, Joint Ventures, Licensing, Mutual Funds, Private Equity, Class Actions, Fraud, Financial Institutions, Bankruptcy, Dispute Resolution, Estate Planning, Civil Litigation, Dodd-Frank, Privacy Law, Due Diligence, Legal Compliance, Trade Secrets, Legal Writing, Appeals, Litigation Management, Employment Law
Education
Golden Gate University, School of Law 1996 — 1998
JD, Law
University of California, Santa Cruz 1991 — 1995
BA, Politics
University of Sussex 1993 — 1994
European Politics
Beugelmans, LLP May 2009 - Present
Morgan Stanley & Co. Inc. June 2005 - May 2009
Steefel, Levitt & Weiss September 2004 - June 2005
Morgan Stanley October 2002 - September 2004
Charles Schwab August 1999 - September 2002
Skills
Securities Regulation, FINRA, Securities, Commercial Litigation, Securities Litigation, Arbitration, Internal Investigations, Mergers, Corporate Governance, Broker-Dealer, Corporate Law, Trials, Litigation, Hedge Funds, SEC, International..., Financial Services, Private Placements, Capital Markets, AML, Intellectual Property, Series 7, Mergers & Acquisitions, Series 24, Alternative Investments, Legal Research, Investment Advisory, Financial Regulation, FCPA, Mediation, Joint Ventures, Licensing, Mutual Funds, Private Equity, Class Actions, Fraud, Financial Institutions, Bankruptcy, Dispute Resolution, Estate Planning, Civil Litigation, Dodd-Frank, Privacy Law, Due Diligence, Legal Compliance, Trade Secrets, Legal Writing, Appeals, Litigation Management, Employment Law
Education
Golden Gate University, School of Law 1996 — 1998
JD, Law
University of California, Santa Cruz 1991 — 1995
BA, Politics
University of Sussex 1993 — 1994
European Politics
James Cooney's Charles Schwab Experience May 2014 - May 2015
Job Finance and Marketing Professional
Industry Financial Services
Experience
Charles Schwab May 2014 - May 2015
Charles Schwab November 2012 - May 2014
Miller/Russell & Associates August 2012 - November 2012
Pangea Wealth Management March 2011 - June 2012
Vibrant Apparel May 2010 - May 2012
Attorney Andrew M. Hull August 2009 - July 2011
Clash Booster Club April 2009 - October 2009
Sunshine Soccer League April 2005 - August 2009
Celestial Care (Hospice Services) November 2006 - November 2008
Skills
Excel, Word, PowerPoint, Microsoft Office, Economics, Teamwork, Social Media, Writing, Data Entry, Photoshop, Salesforce.com, Facebook, Social Networking, Social Media Marketing, Marketing, Time Management, Management, Microsoft Excel
Education
Grand Canyon University 2009 — 2012
B.S., Finance and Economics
Brophy College Preparatory 2005 — 2009
English, Physics, Chemistry, History, Geometry, Calculus, Algebra
Charles Schwab May 2014 - May 2015
Charles Schwab November 2012 - May 2014
Miller/Russell & Associates August 2012 - November 2012
Pangea Wealth Management March 2011 - June 2012
Vibrant Apparel May 2010 - May 2012
Attorney Andrew M. Hull August 2009 - July 2011
Clash Booster Club April 2009 - October 2009
Sunshine Soccer League April 2005 - August 2009
Celestial Care (Hospice Services) November 2006 - November 2008
Skills
Excel, Word, PowerPoint, Microsoft Office, Economics, Teamwork, Social Media, Writing, Data Entry, Photoshop, Salesforce.com, Facebook, Social Networking, Social Media Marketing, Marketing, Time Management, Management, Microsoft Excel
Education
Grand Canyon University 2009 — 2012
B.S., Finance and Economics
Brophy College Preparatory 2005 — 2009
English, Physics, Chemistry, History, Geometry, Calculus, Algebra
Paul Hardstone Paul Hardstone's Charles Schwab Experience June 2011 - June 2012
Job Data/Information Architect
Industry Computer Software
Experience
Charles Schwab via Randstad August 2014 - Present
Accenture / Actium September 2012 - August 2014
Principal Partners, Inc. April 2011 - November 2012
Charles Schwab June 2011 - June 2012
Bank of America October 1977 - January 2011
Bank of America October 1984 - October 1986
Bank of America October 1982 - October 1984
Bank of America October 1980 - October 1982
Bank of America October 1977 - October 1980
Standard Chartered Bank June 1972 - October 1977
Skills
Logical Data Modeling, Physical Data Modeling, Business Rules..., Data Modeling, DB2, Data Marts, Mainframe, Business Rules, Data Warehouse..., Data Warehousing, Data Quality, Data Governance, OLTP, Database Design, Data Integration, Dimensional Modeling, Microstrategy, Business Intelligence, Master Data Management, OLAP, Relational Databases, Teradata, Sybase, SDLC, Application Development, Databases, Enterprise Architecture, Metadata Management, Data Analysis, Data Management, Database Administration, Erwin, Business Analysis, SQL Server, SQL, Requirements Analysis, Database Development, Solution Architecture, Database Management, SAS, SQL Tuning, Performance Tuning, Visio, PowerDesigner, Microsoft SQL Server, ETL, Business Requirements, Unix, Software Development
Education
Golden Gate University 1990 — 1993
BS, Business Administration - Management
Charles Schwab via Randstad August 2014 - Present
Accenture / Actium September 2012 - August 2014
Principal Partners, Inc. April 2011 - November 2012
Charles Schwab June 2011 - June 2012
Bank of America October 1977 - January 2011
Bank of America October 1984 - October 1986
Bank of America October 1982 - October 1984
Bank of America October 1980 - October 1982
Bank of America October 1977 - October 1980
Standard Chartered Bank June 1972 - October 1977
Skills
Logical Data Modeling, Physical Data Modeling, Business Rules..., Data Modeling, DB2, Data Marts, Mainframe, Business Rules, Data Warehouse..., Data Warehousing, Data Quality, Data Governance, OLTP, Database Design, Data Integration, Dimensional Modeling, Microstrategy, Business Intelligence, Master Data Management, OLAP, Relational Databases, Teradata, Sybase, SDLC, Application Development, Databases, Enterprise Architecture, Metadata Management, Data Analysis, Data Management, Database Administration, Erwin, Business Analysis, SQL Server, SQL, Requirements Analysis, Database Development, Solution Architecture, Database Management, SAS, SQL Tuning, Performance Tuning, Visio, PowerDesigner, Microsoft SQL Server, ETL, Business Requirements, Unix, Software Development
Education
Golden Gate University 1990 — 1993
BS, Business Administration - Management
Pamela Piotrowski, BSIT, MAIO Pamela Piotrowski, BSIT, MAIO's Charles Schwab Experience October 2005 - May 2006
Job Senior Project Manager at Pacific Gas and Electric Company
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company September 2013 - Present
Bio-Rad Laboratories September 2012 - April 2013
Comcast November 2010 - August 2011
Delta Dental September 2009 - January 2010
Macys.com June 2007 - March 2009
Kaiser Permanente January 2007 - April 2007
Charles Schwab October 2005 - May 2006
California State Automobile Association December 2004 - April 2005
Charles Schwab November 2003 - September 2004
Longs Drug Stores October 2002 - February 2003
Skills
Taxonomy Development, Taxonomy, PMP, Project Management, Integration, SDLC, Data Center, Program Management, Servers, Enterprise Software, Testing, Outsourcing, Agile Methodologies, Business Process, Training, Team Management, MS Project, Management, Software Development, Process Improvement, Telecommunications, Budgets, System Deployment, Quality Assurance, Vendor Management, Analysis, SQL, PMO, Strategy, Leadership, Change Management, IT Management, IT Strategy, Governance, Project Portfolio..., Business Intelligence, Information Technology, Consulting, Resource Management, Software Project..., Visio, Business Analysis, Requirements Analysis, Business Process..., Agile Project Management, Enterprise Architecture, SharePoint, Business Requirements, Software Documentation, Requirements Gathering
Education
Point Advantage 2007 — 2007
PMP, Certified Project Management Professional
Golden Gate University 2004 — 2006
MAIO, Industrial Psychology, Organizational Behavior
Golden Gate University 2004 — 2006
Certificate, Conflict Resolution
University of Phoenix 2001 — 2004
BSIT, Information Technologies
Pacific Gas and Electric Company September 2013 - Present
Bio-Rad Laboratories September 2012 - April 2013
Comcast November 2010 - August 2011
Delta Dental September 2009 - January 2010
Macys.com June 2007 - March 2009
Kaiser Permanente January 2007 - April 2007
Charles Schwab October 2005 - May 2006
California State Automobile Association December 2004 - April 2005
Charles Schwab November 2003 - September 2004
Longs Drug Stores October 2002 - February 2003
Skills
Taxonomy Development, Taxonomy, PMP, Project Management, Integration, SDLC, Data Center, Program Management, Servers, Enterprise Software, Testing, Outsourcing, Agile Methodologies, Business Process, Training, Team Management, MS Project, Management, Software Development, Process Improvement, Telecommunications, Budgets, System Deployment, Quality Assurance, Vendor Management, Analysis, SQL, PMO, Strategy, Leadership, Change Management, IT Management, IT Strategy, Governance, Project Portfolio..., Business Intelligence, Information Technology, Consulting, Resource Management, Software Project..., Visio, Business Analysis, Requirements Analysis, Business Process..., Agile Project Management, Enterprise Architecture, SharePoint, Business Requirements, Software Documentation, Requirements Gathering
Education
Point Advantage 2007 — 2007
PMP, Certified Project Management Professional
Golden Gate University 2004 — 2006
MAIO, Industrial Psychology, Organizational Behavior
Golden Gate University 2004 — 2006
Certificate, Conflict Resolution
University of Phoenix 2001 — 2004
BSIT, Information Technologies
Darnell Johnson's Charles Schwab Experience September 2006 - May 2011
Job Trade Specialist
Industry Financial Services
Experience
SagePoint Financial January 2014 - Present
Chase Bank June 2011 - December 2013
Charles Schwab September 2006 - May 2011
Realty Expert October 2004 - September 2006
Vanguard Group August 2005 - December 2005
Verizon January 1997 - January 2002
Skills
Finance, Banking, Investments, Budgets, Loans, Customer Service, Real Estate, Payroll, Accounting, Financial Services, Advertising, Retirement Planning, Investors, Sellers, Security, Credit, Mortgage Lending, Equities
Education
Grand Canyon University 2013 — 2017
Bachelors, Accounting
Glendale Community College 2009 — 2012
Arizona School of Real Estate Business
Real estate
Glendale Community College
SagePoint Financial January 2014 - Present
Chase Bank June 2011 - December 2013
Charles Schwab September 2006 - May 2011
Realty Expert October 2004 - September 2006
Vanguard Group August 2005 - December 2005
Verizon January 1997 - January 2002
Skills
Finance, Banking, Investments, Budgets, Loans, Customer Service, Real Estate, Payroll, Accounting, Financial Services, Advertising, Retirement Planning, Investors, Sellers, Security, Credit, Mortgage Lending, Equities
Education
Grand Canyon University 2013 — 2017
Bachelors, Accounting
Glendale Community College 2009 — 2012
Arizona School of Real Estate Business
Real estate
Glendale Community College
Angelia Baxter, CUA Angelia Baxter, CUA's Charles Schwab Experience 2003 - 2004
Job User Interface Design Professional, Founder: www.thekreativstudio.com
Industry Computer Software
Experience
THE KREATIV STUDIO January 2008 - Present
TRINITY CHRISTIAN SCHOOL 2008 - 2009
Bridgestream 2007 - 2007
EMC (INSIGNIA) April 2006 - December 2006
EMC (DOCUMENTUM) 2004 - 2006
Charles Schwab 2003 - 2004
COMMERCE ONE January 1999 - January 2003
Foxwoods Resort Casino 2003 - 2003
SBC (Formerly Pacific Bell Internet Services) January 1995 - January 1999
Skills
Usability Testing, Requirements Gathering, Software Documentation, Marketing, Graphic Design, Reviews, Feasibility Studies, Agile Methodologies, User Experience, Information Architecture, User Interface Design, Enterprise Software, Product Management, SaaS, Project Management, User-centered Design, Interaction Design, Requirements Analysis, Rapid Prototyping, Style Guides, Icon Design, Book Covers, Title Design, Newsletters, Project Coordination, Design Specifications, Functional..., User Experience Design, Leadership, Wireframes, Creative Direction, HTML, CSS, Enterprise Architecture, Software Design, Program Management, User Interface, Usability, Software Development, Management
Education
Human Factors International 2005 — 2006
CUA, Usability Analyst
Grand Valley State University 1989 — 1994
Bachelors Business Administration, Management
Small Business Development Center 2008 — 2008
Graduate, New Business Venture Training
THE KREATIV STUDIO January 2008 - Present
TRINITY CHRISTIAN SCHOOL 2008 - 2009
Bridgestream 2007 - 2007
EMC (INSIGNIA) April 2006 - December 2006
EMC (DOCUMENTUM) 2004 - 2006
Charles Schwab 2003 - 2004
COMMERCE ONE January 1999 - January 2003
Foxwoods Resort Casino 2003 - 2003
SBC (Formerly Pacific Bell Internet Services) January 1995 - January 1999
Skills
Usability Testing, Requirements Gathering, Software Documentation, Marketing, Graphic Design, Reviews, Feasibility Studies, Agile Methodologies, User Experience, Information Architecture, User Interface Design, Enterprise Software, Product Management, SaaS, Project Management, User-centered Design, Interaction Design, Requirements Analysis, Rapid Prototyping, Style Guides, Icon Design, Book Covers, Title Design, Newsletters, Project Coordination, Design Specifications, Functional..., User Experience Design, Leadership, Wireframes, Creative Direction, HTML, CSS, Enterprise Architecture, Software Design, Program Management, User Interface, Usability, Software Development, Management
Education
Human Factors International 2005 — 2006
CUA, Usability Analyst
Grand Valley State University 1989 — 1994
Bachelors Business Administration, Management
Small Business Development Center 2008 — 2008
Graduate, New Business Venture Training
Nikklas W. Anderson's Charles Schwab Experience September 2012 - Present
Job Mainframe Systems Programmer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2012 - Present
Charles Schwab February 2010 - August 2012
Pridgeon and Clay September 2008 - February 2009
Pridgeon and Clay May 2007 - August 2008
Pridgeon and Clay February 2007 - April 2007
Pridgeon and Clay September 2005 - January 2007
Skills
SAP, Security, Visio, Management, Access, Information Security, Oracle, z/OS, JCL, SMP/E, IBM Mainframe, TSO, ISPF, IBM Utilities, Networking
Education
Grand Valley State University 2004 — 2009
B.B.A, Accounting, Management Information Systems
Villanova University 2008 — 2008
N/A, Computer Information System Security
Charles Schwab September 2012 - Present
Charles Schwab February 2010 - August 2012
Pridgeon and Clay September 2008 - February 2009
Pridgeon and Clay May 2007 - August 2008
Pridgeon and Clay February 2007 - April 2007
Pridgeon and Clay September 2005 - January 2007
Skills
SAP, Security, Visio, Management, Access, Information Security, Oracle, z/OS, JCL, SMP/E, IBM Mainframe, TSO, ISPF, IBM Utilities, Networking
Education
Grand Valley State University 2004 — 2009
B.B.A, Accounting, Management Information Systems
Villanova University 2008 — 2008
N/A, Computer Information System Security
Bob Kunkle, CFP's Charles Schwab Experience February 1992 - June 2004
Job Agile Product Owner at TradeStation Technologies
Industry Financial Services
Experience
TradeStation November 2013 - Present
Schwab Performance Technologies October 2006 - November 2013
The Market Guys July 2006 - November 2006
Self-employed January 2006 - July 2006
Rollins College 2004 - 2006
Charles Schwab February 1992 - June 2004
Olde Discount Brokerage 1987 - 1992
JC Penney 1980 - 1982
Skills
Product Development, Trading, Strategic Planning, Customer Relations, Product Management, Field Readiness, Acquisition Integration, Product Integration, Technical Analysis, Financial Planning, Financial Markets, Business Requirements, Technical Communication, Online Training, Webcasting, Technology..., Implementing Processes, Project Implementation, Release Management, Internal Communications, Corporate Communications, Communications Planning, Communication Strategy, Product Design, Business Integration, Technical Documentation, Customer Service, Strategic Financial..., Process Improvement, Portfolio Management, Investments, Risk Management, Series 63, Series 7, Strategic Communications, Cross-functional Team..., E-Learning, Relationship Management, Asset Management, Equities, Series 24, Mutual Funds, FINRA, Product Requirements, Wealth Management, Agile Project Management, Securities, Options, Analytics, Leadership
Education
Gonzaga University 2008 — 2011
Masters, Communication Leaddership
Rollins College 2004 — 2006
BA, Organizational Communication
Blairsville High School 1977 — 1980
TradeStation November 2013 - Present
Schwab Performance Technologies October 2006 - November 2013
The Market Guys July 2006 - November 2006
Self-employed January 2006 - July 2006
Rollins College 2004 - 2006
Charles Schwab February 1992 - June 2004
Olde Discount Brokerage 1987 - 1992
JC Penney 1980 - 1982
Skills
Product Development, Trading, Strategic Planning, Customer Relations, Product Management, Field Readiness, Acquisition Integration, Product Integration, Technical Analysis, Financial Planning, Financial Markets, Business Requirements, Technical Communication, Online Training, Webcasting, Technology..., Implementing Processes, Project Implementation, Release Management, Internal Communications, Corporate Communications, Communications Planning, Communication Strategy, Product Design, Business Integration, Technical Documentation, Customer Service, Strategic Financial..., Process Improvement, Portfolio Management, Investments, Risk Management, Series 63, Series 7, Strategic Communications, Cross-functional Team..., E-Learning, Relationship Management, Asset Management, Equities, Series 24, Mutual Funds, FINRA, Product Requirements, Wealth Management, Agile Project Management, Securities, Options, Analytics, Leadership
Education
Gonzaga University 2008 — 2011
Masters, Communication Leaddership
Rollins College 2004 — 2006
BA, Organizational Communication
Blairsville High School 1977 — 1980
Anna Nesterowicz's Charles Schwab Experience March 2014 - Present
Job Cashiering Operations Team Lead, Charles Schwab & Co.
Industry Investment Management
Experience
Charles Schwab March 2014 - Present
Wells Fargo December 2012 - March 2014
Wells Fargo October 2008 - December 2012
Skills
Banking, Credit, Loans, Mortgage Lending, Mortgage Banking, Credit Analysis, Risk Management, Financial Analysis, Portfolio Management, Business Analysis, Loan Origination, SDLC, Retail Banking, Commercial Banking, Financial Services, Asset Management, Process Improvement, Management
Education
Glendale Community College
Charles Schwab March 2014 - Present
Wells Fargo December 2012 - March 2014
Wells Fargo October 2008 - December 2012
Skills
Banking, Credit, Loans, Mortgage Lending, Mortgage Banking, Credit Analysis, Risk Management, Financial Analysis, Portfolio Management, Business Analysis, Loan Origination, SDLC, Retail Banking, Commercial Banking, Financial Services, Asset Management, Process Improvement, Management
Education
Glendale Community College
Tyler Cox Tyler Cox's Charles Schwab Experience June 2014 - August 2014
Job Project Management Analyst at Rogers Corporation
Industry Information Technology and Services
Experience
Rogers Corporation May 2015 - Present
Rogers Corporation October 2014 - May 2015
Charles Schwab June 2014 - August 2014
G/O Digital February 2014 - June 2014
Aerotek June 2013 - August 2013
VERIFACTS October 2012 - March 2013
Anchor Coupling Inc 2008 - 2009
Skills
Microsoft Excel, Data Analysis, Process Optimization, Project Management, Business Process..., Financial Services, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Customer Satisfaction, Lead Generation, Call Centers, Marketing, Forecasting, Social Media, Teamwork, SQL Server Management..., SSIS, SSRS, Time Management, Management, Analysis, Public Speaking
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA), Project Management, 4.0 out of 4.0
University of Wisconsin-Milwaukee 2009 — 2011
Bachelor of Arts (BA), Psychology/ Cognitive Process, 3.6 out of 4.0
Sauk Valley Community College 2008 — 2009
Associate of Arts and Sciences (A.A.S.), Social Sciences, 3.4 out of 4.0
Rogers Corporation May 2015 - Present
Rogers Corporation October 2014 - May 2015
Charles Schwab June 2014 - August 2014
G/O Digital February 2014 - June 2014
Aerotek June 2013 - August 2013
VERIFACTS October 2012 - March 2013
Anchor Coupling Inc 2008 - 2009
Skills
Microsoft Excel, Data Analysis, Process Optimization, Project Management, Business Process..., Financial Services, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Customer Satisfaction, Lead Generation, Call Centers, Marketing, Forecasting, Social Media, Teamwork, SQL Server Management..., SSIS, SSRS, Time Management, Management, Analysis, Public Speaking
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA), Project Management, 4.0 out of 4.0
University of Wisconsin-Milwaukee 2009 — 2011
Bachelor of Arts (BA), Psychology/ Cognitive Process, 3.6 out of 4.0
Sauk Valley Community College 2008 — 2009
Associate of Arts and Sciences (A.A.S.), Social Sciences, 3.4 out of 4.0
Jeffrey Welty Jeffrey Welty's Charles Schwab Experience September 2006 - September 2008
Job Regional Vice President Jackson National
Industry Financial Services
Experience
Jackson August 2013 - Present
Curian Capital August 2013 - January 2014
Jackson National Life September 2011 - August 2013
Jackson National Life September 2008 - August 2011
Charles Schwab September 2006 - September 2008
Mountain States Employers Council August 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Series 7, Series 63, Licensed Life Insurance..., 401k, Mutual Funds, Variable Annuities, Salesforce.com, Investments, Managed Money, Alternative Investment..., Prospecting Skills, Cold Calling Experience, Equity Indexed Annuities, Fixed Annuities, Separately Managed..., Life Insurance
Education
Goshen College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Jackson August 2013 - Present
Curian Capital August 2013 - January 2014
Jackson National Life September 2011 - August 2013
Jackson National Life September 2008 - August 2011
Charles Schwab September 2006 - September 2008
Mountain States Employers Council August 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Series 7, Series 63, Licensed Life Insurance..., 401k, Mutual Funds, Variable Annuities, Salesforce.com, Investments, Managed Money, Alternative Investment..., Prospecting Skills, Cold Calling Experience, Equity Indexed Annuities, Fixed Annuities, Separately Managed..., Life Insurance
Education
Goshen College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Akemi Horii Akemi Horii's Charles Schwab Experience November 2000 - December 2002
Job Department Coordinator at Near Eastern Languages & Civilizations at University of Chicago
Industry Higher Education
Experience
Near Eastern Languages & Civilizations at University of Chicago November 2012 - Present
University of Chicago Booth School of Business March 2012 - November 2012
Self-Employed October 2009 - January 2011
Nomura Research Institute September 2008 - December 2008
Dhiban Archaeological Expedition July 2005 - September 2005
Tel Dor Excavations July 2004 - August 2004
Charles Schwab November 2000 - December 2002
Charles Schwab March 1999 - November 2000
Nikko Systems Center LTD March 1996 - March 1999
Schlumberger April 1995 - September 1995
Skills
Creativity, Resaerch, Analysis, Leadership, Data Analysis, Proposal Writing, Strategy, Teaching, Public Speaking, Marketing, Negotiation, Teamwork, Nonprofits
Education
University of Oxford 2006 — 2008
Master of Philosophy, Islamic Art and Archaeology
Graduate Theological Union 2004 — 2006
Master of Arts, Biblical Hebrew and Greek
San Francisco State University 1993 — 1995
Bachelors of Arts, Anthropology
Near Eastern Languages & Civilizations at University of Chicago November 2012 - Present
University of Chicago Booth School of Business March 2012 - November 2012
Self-Employed October 2009 - January 2011
Nomura Research Institute September 2008 - December 2008
Dhiban Archaeological Expedition July 2005 - September 2005
Tel Dor Excavations July 2004 - August 2004
Charles Schwab November 2000 - December 2002
Charles Schwab March 1999 - November 2000
Nikko Systems Center LTD March 1996 - March 1999
Schlumberger April 1995 - September 1995
Skills
Creativity, Resaerch, Analysis, Leadership, Data Analysis, Proposal Writing, Strategy, Teaching, Public Speaking, Marketing, Negotiation, Teamwork, Nonprofits
Education
University of Oxford 2006 — 2008
Master of Philosophy, Islamic Art and Archaeology
Graduate Theological Union 2004 — 2006
Master of Arts, Biblical Hebrew and Greek
San Francisco State University 1993 — 1995
Bachelors of Arts, Anthropology
CJ Walser CJ Walser's Charles Schwab Experience April 2015 - Present
Job Margin Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
USAA Investment Management Company May 2010 - March 2015
The Melting Pot Restaurants May 2009 - June 2011
First Command Financial Planning February 2009 - February 2010
Skills
Insurance, Financial Analysis, Investments, Banking, Customer Service, Microsoft Office, Life Insurance, Retirement Planning, Personal Financial..., Mutual Funds, Time Management, Leadership, Public Speaking, Team Leadership, Money, Critical Thinking, Investment Advisory, Retirement, Teamwork, Trading, Troubleshooting, Strategy, Tax, Stocks, Options Strategies, Options, Index Options, Index Funds
Education
Golden Gate University 2011 — 2013
Masters, Financial Planning
University of Colorado at Colorado Springs 2005 — 2009
Bachelors, Finance and Accounting
Charles Schwab April 2015 - Present
USAA Investment Management Company May 2010 - March 2015
The Melting Pot Restaurants May 2009 - June 2011
First Command Financial Planning February 2009 - February 2010
Skills
Insurance, Financial Analysis, Investments, Banking, Customer Service, Microsoft Office, Life Insurance, Retirement Planning, Personal Financial..., Mutual Funds, Time Management, Leadership, Public Speaking, Team Leadership, Money, Critical Thinking, Investment Advisory, Retirement, Teamwork, Trading, Troubleshooting, Strategy, Tax, Stocks, Options Strategies, Options, Index Options, Index Funds
Education
Golden Gate University 2011 — 2013
Masters, Financial Planning
University of Colorado at Colorado Springs 2005 — 2009
Bachelors, Finance and Accounting
Joann Greco, PMP, CSM Joann Greco, PMP, CSM's Charles Schwab Experience March 2005 - December 2009
Job Senior Project Manager
Industry Financial Services
Experience
Charles Schwab through Systems Integration Solutions March 2014 - Present
Visa through TechLink Systems/IT Avalon February 2013 - December 2013
Blackhawk Network through TEKsystems May 2012 - August 2012
Robert Half International at Wells Fargo Bank November 2011 - January 2012
Modis Consulting at University of California Office of the President April 2010 - July 2011
Charles Schwab March 2005 - December 2009
Charles Schwab March 2002 - March 2005
Charles Schwab November 1997 - February 2002
Charles Schwab January 1992 - October 1997
Jeffrey B. Gross Marketing Research January 1990 - December 1991
Skills
Process Engineering, MS Project, PMP, Business Analysis, Software Project..., Visio, Business Process..., Management, Process Improvement, Project Management, Systems Analysis, Vendor Management, Program Management, Project Delivery, Project Planning, SDLC, Cross-functional Team..., Software Documentation, PMO, Scrum, SharePoint, ITIL, Agile Methodologies, Enterprise Software, Testing, Databases, Agile Project Management, Project Portfolio..., IT Strategy, Requirements Analysis, Release Management, Requirements Gathering, Microsoft Project
Education
Golden Gate University
B.S., Marketing
Charles Schwab through Systems Integration Solutions March 2014 - Present
Visa through TechLink Systems/IT Avalon February 2013 - December 2013
Blackhawk Network through TEKsystems May 2012 - August 2012
Robert Half International at Wells Fargo Bank November 2011 - January 2012
Modis Consulting at University of California Office of the President April 2010 - July 2011
Charles Schwab March 2005 - December 2009
Charles Schwab March 2002 - March 2005
Charles Schwab November 1997 - February 2002
Charles Schwab January 1992 - October 1997
Jeffrey B. Gross Marketing Research January 1990 - December 1991
Skills
Process Engineering, MS Project, PMP, Business Analysis, Software Project..., Visio, Business Process..., Management, Process Improvement, Project Management, Systems Analysis, Vendor Management, Program Management, Project Delivery, Project Planning, SDLC, Cross-functional Team..., Software Documentation, PMO, Scrum, SharePoint, ITIL, Agile Methodologies, Enterprise Software, Testing, Databases, Agile Project Management, Project Portfolio..., IT Strategy, Requirements Analysis, Release Management, Requirements Gathering, Microsoft Project
Education
Golden Gate University
B.S., Marketing
Kim Thomas Kim Thomas's Charles Schwab Experience 1998 - 2002
Job Sr. Talent Acquisition Leader
Industry Information Technology and Services
Experience
Robert Half November 2014 - Present
Citrix Systems May 2012 - November 2014
AAA NCNU November 2010 - April 2012
Pacific Gas & Electric October 2008 - October 2010
Epicor Software February 2007 - October 2008
Kaiser Permanente 2006 - 2007
Johnson & Johnson March 2003 - March 2006
Charles Schwab 1998 - 2002
Skills
Onboarding, College Recruiting, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Training, Managerial, Data Analysis, Strategic Sourcing, Talent Management
Education
Golden Gate University
Robert Half November 2014 - Present
Citrix Systems May 2012 - November 2014
AAA NCNU November 2010 - April 2012
Pacific Gas & Electric October 2008 - October 2010
Epicor Software February 2007 - October 2008
Kaiser Permanente 2006 - 2007
Johnson & Johnson March 2003 - March 2006
Charles Schwab 1998 - 2002
Skills
Onboarding, College Recruiting, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Training, Managerial, Data Analysis, Strategic Sourcing, Talent Management
Education
Golden Gate University
Maegen Carlson Maegen Carlson's Charles Schwab Experience July 2015 - Present
Job Manager at Charles Schwab
Industry Banking
Experience
Charles Schwab July 2015 - Present
MUFG Americas March 2015 - July 2015
JPMorgan Chase & Co. December 2013 - March 2015
American Express August 2012 - December 2013
Carlson Law Offices, PLLC September 2010 - January 2013
Ryley Carlock & Applewhite July 2010 - February 2012
Ryley Carlock & Applewhite February 2008 - June 2008
Skills
Legal Research, Regulatory Compliance, Legal Writing, Westlaw, Mediation, Corporate Law, Arbitration, Dispute Resolution, Document Review, Estate Planning, Personal Injury, Litigation Support, Family Law, Trials, Wills, Depositions, Pleadings
Education
Arizona State University 2011 — 2013
Masters of Public Policy, Summa Cum Laude
Gonzaga University School of Law 2004 — 2007
J.D., Law
University of Wisconsin-La Crosse 1998 — 2002
B.S., Public Administration & Political Science, Magna Cum Laude
Charles Schwab July 2015 - Present
MUFG Americas March 2015 - July 2015
JPMorgan Chase & Co. December 2013 - March 2015
American Express August 2012 - December 2013
Carlson Law Offices, PLLC September 2010 - January 2013
Ryley Carlock & Applewhite July 2010 - February 2012
Ryley Carlock & Applewhite February 2008 - June 2008
Skills
Legal Research, Regulatory Compliance, Legal Writing, Westlaw, Mediation, Corporate Law, Arbitration, Dispute Resolution, Document Review, Estate Planning, Personal Injury, Litigation Support, Family Law, Trials, Wills, Depositions, Pleadings
Education
Arizona State University 2011 — 2013
Masters of Public Policy, Summa Cum Laude
Gonzaga University School of Law 2004 — 2007
J.D., Law
University of Wisconsin-La Crosse 1998 — 2002
B.S., Public Administration & Political Science, Magna Cum Laude
May Leung May Leung's Charles Schwab Experience 2011 - 2011
Job Investment Officer at CalPERS
Industry Investment Management
Experience
CalPERS 2011 - Present
Kaiser Permanente April 2009 - May 2011
Charles Schwab 2011 - 2011
AAA July 2008 - 2009
PMI 2005 - 2008
Kaiser Permanente 2001 - 2005
Skills
Financial Modeling, Corporate Finance, Business Analysis, Finance, Financial Analysis
Education
Golden Gate University 2004 — 2008
MBA, Finance
San Francisco State University 1997 — 2001
B.S., Accounting and Finance
CalPERS 2011 - Present
Kaiser Permanente April 2009 - May 2011
Charles Schwab 2011 - 2011
AAA July 2008 - 2009
PMI 2005 - 2008
Kaiser Permanente 2001 - 2005
Skills
Financial Modeling, Corporate Finance, Business Analysis, Finance, Financial Analysis
Education
Golden Gate University 2004 — 2008
MBA, Finance
San Francisco State University 1997 — 2001
B.S., Accounting and Finance
Tom Castro's Charles Schwab Experience January 1995 - January 1996
Job IT Project Mgmt Consultant at Dell
Industry Information Technology and Services
Experience
Dell May 2014 - Present
Microsoft December 2011 - May 2014
Emerson January 2011 - November 2011
Dell Computer June 2010 - January 2011
Dell Computer Corporation March 2007 - January 2011
BISYS Fund Services April 2006 - January 2007
Gap Inc. Direct February 2000 - April 2006
California State AAA January 1999 - January 2000
Fireman's Fund Insurance January 1996 - January 1999
Charles Schwab January 1995 - January 1996
Skills
Integration, E-commerce, Project Delivery, Project Management, Cross-functional Team..., Software Project..., Project Portfolio..., Project Governance, Enterprise Software, Troubleshooting, Cloud Computing, Project Planning, SharePoint, PMO, SDLC, Program Management, Vendor Management, Analysis, Management, Strategy, Software Documentation
Education
Stanford University 2015 — 2016
Stanford Advanced Program Management SAPM
University of Phoenix 2004 — 2006
MBA
Golden Gate University 1998 — 2000
Web Development
University of San Francisco 1979 — 1993
Bachelor of Arts
Archbishop Riordan High School 1976 — 1979
Diploma
Dell May 2014 - Present
Microsoft December 2011 - May 2014
Emerson January 2011 - November 2011
Dell Computer June 2010 - January 2011
Dell Computer Corporation March 2007 - January 2011
BISYS Fund Services April 2006 - January 2007
Gap Inc. Direct February 2000 - April 2006
California State AAA January 1999 - January 2000
Fireman's Fund Insurance January 1996 - January 1999
Charles Schwab January 1995 - January 1996
Skills
Integration, E-commerce, Project Delivery, Project Management, Cross-functional Team..., Software Project..., Project Portfolio..., Project Governance, Enterprise Software, Troubleshooting, Cloud Computing, Project Planning, SharePoint, PMO, SDLC, Program Management, Vendor Management, Analysis, Management, Strategy, Software Documentation
Education
Stanford University 2015 — 2016
Stanford Advanced Program Management SAPM
University of Phoenix 2004 — 2006
MBA
Golden Gate University 1998 — 2000
Web Development
University of San Francisco 1979 — 1993
Bachelor of Arts
Archbishop Riordan High School 1976 — 1979
Diploma
Timothy Clifford CFP® Timothy Clifford CFP®'s Charles Schwab Experience April 1990 - January 1999
Job Financial Advisor and Managing Partner Core Wealth Consultants Our goal is to help people invest. Even better.
Industry Financial Services
Experience
Brendanwood Financial May 2015 - Present
Core Wealth Consultants September 2012 - Present
Ameriprise Financial Services, Inc. January 2009 - July 2012
H&R Block Financial Advisors February 1999 - December 2008
Charles Schwab April 1990 - January 1999
Education
Governors State University 1985 — 1987
BA, Liberal Arts
Vincennes University 1976 — 1978
AS, Business Management
Brendanwood Financial May 2015 - Present
Core Wealth Consultants September 2012 - Present
Ameriprise Financial Services, Inc. January 2009 - July 2012
H&R Block Financial Advisors February 1999 - December 2008
Charles Schwab April 1990 - January 1999
Education
Governors State University 1985 — 1987
BA, Liberal Arts
Vincennes University 1976 — 1978
AS, Business Management
Daniel Tafoya, CFP® Daniel Tafoya, CFP®'s Charles Schwab Experience November 2007 - August 2009
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA February 2015 - Present
USAA August 2010 - February 2015
Wells Fargo September 2009 - August 2010
Charles Schwab November 2007 - August 2009
Education
Grand Canyon University 2011 — 2014
Bachelor's Degree, Finance & Economics
Brophy College Preparatory 1999 — 2003
High School, Finance, General
USAA February 2015 - Present
USAA August 2010 - February 2015
Wells Fargo September 2009 - August 2010
Charles Schwab November 2007 - August 2009
Education
Grand Canyon University 2011 — 2014
Bachelor's Degree, Finance & Economics
Brophy College Preparatory 1999 — 2003
High School, Finance, General
Nathan Bartel Nathan Bartel's Charles Schwab Experience September 2008 - January 2010
Job Partner Relations Manager at Amazon Instant Video
Industry Information Technology and Services
Experience
Amazon January 2015 - Present
Zones, Inc. March 2014 - December 2014
Zones January 2013 - March 2014
AGT and CCEO Enterprises November 2011 - September 2012
Chase Bank and Chase Investment Services Corp. January 2010 - November 2011
Charles Schwab September 2008 - January 2010
Delta Financial Advisors, Inc. June 2006 - September 2008
City Of Hyattsville, Maryland 2006 - 2007
The Catholic University of America 2004 - June 2006
The Catholic University of America 2002 - 2004
Skills
Leadership, Strategy, Program Management, Management, Project Management, Training, Customer Service, Analysis, Marketing, Microsoft Office, Editing, Business Process..., Public Speaking, Strategic Planning, Writing, Press Releases, Marketing Strategy, Research, Digital Media, Content Management, Relationship Management
Education
The Catholic University of America 2004 — 2007
MA, Philosophy
Gonzaga University 1998 — 2002
BA, English
Amazon January 2015 - Present
Zones, Inc. March 2014 - December 2014
Zones January 2013 - March 2014
AGT and CCEO Enterprises November 2011 - September 2012
Chase Bank and Chase Investment Services Corp. January 2010 - November 2011
Charles Schwab September 2008 - January 2010
Delta Financial Advisors, Inc. June 2006 - September 2008
City Of Hyattsville, Maryland 2006 - 2007
The Catholic University of America 2004 - June 2006
The Catholic University of America 2002 - 2004
Skills
Leadership, Strategy, Program Management, Management, Project Management, Training, Customer Service, Analysis, Marketing, Microsoft Office, Editing, Business Process..., Public Speaking, Strategic Planning, Writing, Press Releases, Marketing Strategy, Research, Digital Media, Content Management, Relationship Management
Education
The Catholic University of America 2004 — 2007
MA, Philosophy
Gonzaga University 1998 — 2002
BA, English
Julie Ramos Julie Ramos's Charles Schwab Experience November 2012 - May 2015
Job Financial Consultant at Fidelity
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Charles Schwab November 2012 - May 2015
Charles Schwab July 2011 - November 2012
Charles Schwab December 2007 - July 2011
Skills
Personal Financial..., Holistic Financial..., Wealth Management, Sales, Investments, Investment Management, Building Relationships, Client Development, Manage Client..., Mutual Funds, Fixed Income, Equities, Series 7, Life & Health Insurance..., Banking
Education
Grand View College 2005 — 2007
Bachelor's degree, Finance, General
Iowa State University 2002 — 2005
76 Credits towards Bachelors of Science, Finance, General
Fidelity Investments May 2015 - Present
Charles Schwab November 2012 - May 2015
Charles Schwab July 2011 - November 2012
Charles Schwab December 2007 - July 2011
Skills
Personal Financial..., Holistic Financial..., Wealth Management, Sales, Investments, Investment Management, Building Relationships, Client Development, Manage Client..., Mutual Funds, Fixed Income, Equities, Series 7, Life & Health Insurance..., Banking
Education
Grand View College 2005 — 2007
Bachelor's degree, Finance, General
Iowa State University 2002 — 2005
76 Credits towards Bachelors of Science, Finance, General
Stephanie Yingling Stephanie Yingling's Charles Schwab Experience March 2008 - June 2009
Job Senior Marketing Manager
Industry Financial Services
Experience
Auction.com February 2015 - Present
Financial Engines September 2014 - February 2015
Financial Engines March 2013 - September 2014
Financial Engines January 2011 - March 2013
Financial Engines June 2009 - January 2011
Charles Schwab March 2008 - June 2009
J&L Marketing, Inc. March 2007 - March 2008
Skills
Marketing, Online Advertising, Program Management, Sales, Research, Customer Acquisition, Customer Experience, Communication Training, Direct Marketing, Customer Retention, Product Management, Email Marketing, Product Marketing, Marketing Communications, Web Analytics, Marketing Strategy, Market Research, Strategic Planning, Advertising, Media Relations, Integrated Marketing, Financial Services, Multi-channel Marketing, Project Management, Investments, Online Marketing
Education
Grand Canyon University 2005 — 2007
Bachelor of Science (B.S.), Marketing
Auction.com February 2015 - Present
Financial Engines September 2014 - February 2015
Financial Engines March 2013 - September 2014
Financial Engines January 2011 - March 2013
Financial Engines June 2009 - January 2011
Charles Schwab March 2008 - June 2009
J&L Marketing, Inc. March 2007 - March 2008
Skills
Marketing, Online Advertising, Program Management, Sales, Research, Customer Acquisition, Customer Experience, Communication Training, Direct Marketing, Customer Retention, Product Management, Email Marketing, Product Marketing, Marketing Communications, Web Analytics, Marketing Strategy, Market Research, Strategic Planning, Advertising, Media Relations, Integrated Marketing, Financial Services, Multi-channel Marketing, Project Management, Investments, Online Marketing
Education
Grand Canyon University 2005 — 2007
Bachelor of Science (B.S.), Marketing
Jennifer Hurd Jennifer Hurd's Charles Schwab Experience January 2009 - June 2009
Job Technical Support Specialist at BP
Industry Oil & Energy
Experience
BP March 2010 - Present
Charles Schwab January 2009 - June 2009
AT&T January 2006 - May 2009
State Farm Insurance January 2008 - June 2008
DHL June 2007 - December 2007
United States Postal Service March 1999 - October 2005
Skills
Call Center, Technical Support, Troubleshooting, XP, Help Desk Support, Customer Service, Windows 7, Call Centers, Outlook, Servers, Access, Computer Hardware, Software Installation, Active Directory, System Administration, Software Documentation, Windows XP, Laptops, Printers, Hardware, BMC Remedy, Operating Systems, VPN, Windows Server, DHCP
Education
Western Governors University 2011 — 2014
Bachelor of Science (B.S.), Information Technology
Glendale Community College 2007 — 2009
Associate of Science, Computer Networking
BP March 2010 - Present
Charles Schwab January 2009 - June 2009
AT&T January 2006 - May 2009
State Farm Insurance January 2008 - June 2008
DHL June 2007 - December 2007
United States Postal Service March 1999 - October 2005
Skills
Call Center, Technical Support, Troubleshooting, XP, Help Desk Support, Customer Service, Windows 7, Call Centers, Outlook, Servers, Access, Computer Hardware, Software Installation, Active Directory, System Administration, Software Documentation, Windows XP, Laptops, Printers, Hardware, BMC Remedy, Operating Systems, VPN, Windows Server, DHCP
Education
Western Governors University 2011 — 2014
Bachelor of Science (B.S.), Information Technology
Glendale Community College 2007 — 2009
Associate of Science, Computer Networking
Jo-Anne Hampton Jo-Anne Hampton's Charles Schwab Experience October 2004 - January 2009
Job Project Manager with Bank of the West
Industry Financial Services
Experience
Bank of the West October 2014 - Present
The Stephen Smith House, Historic Preservation Inc. December 2013 - Present
Wells Fargo April 2012 - November 2013
Kaiser Permanente - Program Offices December 2011 - April 2012
TEKsystems December 2010 - September 2011
TEKsystems October 2009 - December 2010
Charles Schwab October 2004 - January 2009
Charles Schwab 2003 - 2004
Charles Schwab 2000 - 2003
Charles Schwab 1998 - 2000
Skills
Web Content Production, Requirements Analysis, Vendor Management, Vendor Relations, Contract Negotiation, Business Analysis, Project Plans, MS Project, Microsoft Office, Business Requirements, Problem Solving, Process Development, Process Simulation, Content Development, Cross-functional Team..., Project Management, Quality Assurance, Analysis, Management, Strategy, Product Development, Project Planning, Testing
Education
Golden Gate University
Peirce College
Bank of the West October 2014 - Present
The Stephen Smith House, Historic Preservation Inc. December 2013 - Present
Wells Fargo April 2012 - November 2013
Kaiser Permanente - Program Offices December 2011 - April 2012
TEKsystems December 2010 - September 2011
TEKsystems October 2009 - December 2010
Charles Schwab October 2004 - January 2009
Charles Schwab 2003 - 2004
Charles Schwab 2000 - 2003
Charles Schwab 1998 - 2000
Skills
Web Content Production, Requirements Analysis, Vendor Management, Vendor Relations, Contract Negotiation, Business Analysis, Project Plans, MS Project, Microsoft Office, Business Requirements, Problem Solving, Process Development, Process Simulation, Content Development, Cross-functional Team..., Project Management, Quality Assurance, Analysis, Management, Strategy, Product Development, Project Planning, Testing
Education
Golden Gate University
Peirce College
Stacie Plummer's Charles Schwab Experience November 2003 - December 2004
Job Finance Manager at City of Richmond
Industry Government Administration
Experience
City of Richmond, California May 2007 - Present
City of Richmond, California May 2005 - May 2007
Berkeley Unified School District November 2004 - May 2005
Charles Schwab November 2003 - December 2004
Washington Mutual Card Services October 2000 - November 2003
Levi Strauss & Co. May 2000 - October 2000
City of Richmond, California June 1990 - April 2000
Skills
Research, Microsoft Office, Financial Variance..., Performance Reporting, Profitability Analysis, Spreadsheet Modeling, Financial Forecasting, Cash Flow Forecasting, Budget Forecasts, Supervision, Coaching &..., Budget Planning &..., Management Reporting, Project Management &..., Strategic Planning, Database Management, Data Mining & Analysis, Capital Project Analysis, Federal Grant Management, Contract Management, Information Management, Information Science, Accounting, Forensic Accounting, Municipal Investments, Management, Community Outreach, Microsoft Excel, Public Speaking, Teaching, Microsoft Word, Windows, Customer Service, PowerPoint, Budgets, Analysis, Policy, Finance, Forecasting, Access, Financial Analysis, Project Planning, Auditing, Database Admin
Education
Howard University
Bachelor of Science (B.S.), Chemistry
John F. Kennedy University
Master of Business Administration (MBA), Financial Management
Golden Gate University
Advanced Accounting
San Jose State University
Master of Library & Information Science (MLIS), Information Technology
City of Richmond, California May 2007 - Present
City of Richmond, California May 2005 - May 2007
Berkeley Unified School District November 2004 - May 2005
Charles Schwab November 2003 - December 2004
Washington Mutual Card Services October 2000 - November 2003
Levi Strauss & Co. May 2000 - October 2000
City of Richmond, California June 1990 - April 2000
Skills
Research, Microsoft Office, Financial Variance..., Performance Reporting, Profitability Analysis, Spreadsheet Modeling, Financial Forecasting, Cash Flow Forecasting, Budget Forecasts, Supervision, Coaching &..., Budget Planning &..., Management Reporting, Project Management &..., Strategic Planning, Database Management, Data Mining & Analysis, Capital Project Analysis, Federal Grant Management, Contract Management, Information Management, Information Science, Accounting, Forensic Accounting, Municipal Investments, Management, Community Outreach, Microsoft Excel, Public Speaking, Teaching, Microsoft Word, Windows, Customer Service, PowerPoint, Budgets, Analysis, Policy, Finance, Forecasting, Access, Financial Analysis, Project Planning, Auditing, Database Admin
Education
Howard University
Bachelor of Science (B.S.), Chemistry
John F. Kennedy University
Master of Business Administration (MBA), Financial Management
Golden Gate University
Advanced Accounting
San Jose State University
Master of Library & Information Science (MLIS), Information Technology
Crystal Marie Tabor-Trujillo Crystal Marie Tabor-Trujillo's Charles Schwab Experience February 1999 - September 2004
Job Child Advocate at Child Abuse: A Generational Plague
Industry Nonprofit Organization Management
Experience
Child Abuse: A Generational Plague October 2010 - Present
Centers for Medicare & Medicaid Services September 2010 - May 2011
Waste Management June 2007 - September 2008
Charles Schwab February 1999 - September 2004
Skills
Data Entry, Customer Service, Call Center, Outlook, Software Documentation, Non-profits, Public Speaking, Nonprofits, Fundraising, Research, Training, Program Management, Community Outreach, Volunteer Management, Coaching, Event Management, Program Development, Team Building, Leadership, Microsoft Word, Event Planning, Grant Writing, Microsoft Office, System Administration, Time Management, Proposal Writing, Social Networking, Strategic Planning, Government, PowerPoint, Policy, Leadership Development, Community Development, Team Leadership, Budgets, Public Relations, Call Centers, Microsoft Excel, Conflict Resolution, Social Media, Editing, Staff Development, Organizational..., Project Planning, Workshop Facilitation, Analysis, Management, Teaching, Supervisory Skills, Grants
Education
Glendale Community College 1996 — 1997
High School, GED
Phoenix College 1996 — 1997
Child Abuse: A Generational Plague October 2010 - Present
Centers for Medicare & Medicaid Services September 2010 - May 2011
Waste Management June 2007 - September 2008
Charles Schwab February 1999 - September 2004
Skills
Data Entry, Customer Service, Call Center, Outlook, Software Documentation, Non-profits, Public Speaking, Nonprofits, Fundraising, Research, Training, Program Management, Community Outreach, Volunteer Management, Coaching, Event Management, Program Development, Team Building, Leadership, Microsoft Word, Event Planning, Grant Writing, Microsoft Office, System Administration, Time Management, Proposal Writing, Social Networking, Strategic Planning, Government, PowerPoint, Policy, Leadership Development, Community Development, Team Leadership, Budgets, Public Relations, Call Centers, Microsoft Excel, Conflict Resolution, Social Media, Editing, Staff Development, Organizational..., Project Planning, Workshop Facilitation, Analysis, Management, Teaching, Supervisory Skills, Grants
Education
Glendale Community College 1996 — 1997
High School, GED
Phoenix College 1996 — 1997
John Horan, CAMS, MBA John Horan, CAMS, MBA's Charles Schwab Experience 1997 - 1998
Job Investigations Specialist at FDIC
Industry Financial Services
Experience
FDIC March 2011 - Present
ACFE 2012 - 2012
Union Bank January 2011 - March 2011
FDIC October 2009 - May 2010
Northern Trust 2005 - 2009
Capital One 2003 - 2005
AXA Equitable 2002 - 2003
E*TRADE Financial 1998 - 2001
Charles Schwab 1997 - 1998
FINRA 1987 - 1997
Skills
AML, Risk Management, Financial Risk, Due Diligence, Internal Controls, Banking, Auditing, Project Management, Enterprise Risk..., Internal Audit, Operational Risk..., Risk Assessment, Asset Managment, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Fraud, Loans
Education
American Bankers Association (ABA) National Compliance School 2004 — 2004
Golden Gate University 1992 — 1994
MBA, Corporate Finance
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Corporate Finance
Palo Alto High School 1976 — 1980
GE
FDIC March 2011 - Present
ACFE 2012 - 2012
Union Bank January 2011 - March 2011
FDIC October 2009 - May 2010
Northern Trust 2005 - 2009
Capital One 2003 - 2005
AXA Equitable 2002 - 2003
E*TRADE Financial 1998 - 2001
Charles Schwab 1997 - 1998
FINRA 1987 - 1997
Skills
AML, Risk Management, Financial Risk, Due Diligence, Internal Controls, Banking, Auditing, Project Management, Enterprise Risk..., Internal Audit, Operational Risk..., Risk Assessment, Asset Managment, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Fraud, Loans
Education
American Bankers Association (ABA) National Compliance School 2004 — 2004
Golden Gate University 1992 — 1994
MBA, Corporate Finance
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Corporate Finance
Palo Alto High School 1976 — 1980
GE
Brad Miller Brad Miller's Charles Schwab Experience 2002 - 2005
Job Infotech Global Services, LLC
Industry Information Technology and Services
Experience
Infotech Global Services, LLC January 2004 - Present
EsourceResources, LLC October 2008 - Present
Franklin Templeton Investments November 2005 - March 2008
Grand Central Communications December 2004 - November 2005
Charles Schwab 2002 - 2005
Gerken Capital Associates February 2003 - November 2003
eAssist Global Solutions January 2001 - February 2003
Groundswell Corporation October 1999 - January 2001
Arsin Corporation March 1999 - September 1999
McKesson Corporation August 1997 - March 1999
Skills
Technical Recruiting, Project Management..., - Risk..., - Software..., RUP, SaaS, Cloud Computing, Thought Leadership, Business Process..., Change Management, SDLC, CRM, PMO, Management Consulting, Project Management, Management, Cross-functional Team..., XML, Start-ups, Information Technology, Product Management, Enterprise Software, Business Development, Outsourcing, Leadership, Team Building, Entrepreneurship, Pole Dancing, Strategy, Project Planning, Scrum, Software Documentation, Integration, Testing, Contract Negotiation, Telecommunications, MS Project, Quality Assurance, Solution Architecture, Analysis, IT Service Management, Project Portfolio..., Vendor Management, Mergers & Acquisitions, Requirements Gathering, Risk Management, Business Strategy, Business Process, Business Intelligence, IT Strategy
Education
Golden Gate University 1997 — 1998
MS, Project & Systems Management
Indiana University Bloomington
Double Major: Org. Management & Behavior; Human Resource Mgmt. Double Minor: Economics; Psychology
Infotech Global Services, LLC January 2004 - Present
EsourceResources, LLC October 2008 - Present
Franklin Templeton Investments November 2005 - March 2008
Grand Central Communications December 2004 - November 2005
Charles Schwab 2002 - 2005
Gerken Capital Associates February 2003 - November 2003
eAssist Global Solutions January 2001 - February 2003
Groundswell Corporation October 1999 - January 2001
Arsin Corporation March 1999 - September 1999
McKesson Corporation August 1997 - March 1999
Skills
Technical Recruiting, Project Management..., - Risk..., - Software..., RUP, SaaS, Cloud Computing, Thought Leadership, Business Process..., Change Management, SDLC, CRM, PMO, Management Consulting, Project Management, Management, Cross-functional Team..., XML, Start-ups, Information Technology, Product Management, Enterprise Software, Business Development, Outsourcing, Leadership, Team Building, Entrepreneurship, Pole Dancing, Strategy, Project Planning, Scrum, Software Documentation, Integration, Testing, Contract Negotiation, Telecommunications, MS Project, Quality Assurance, Solution Architecture, Analysis, IT Service Management, Project Portfolio..., Vendor Management, Mergers & Acquisitions, Requirements Gathering, Risk Management, Business Strategy, Business Process, Business Intelligence, IT Strategy
Education
Golden Gate University 1997 — 1998
MS, Project & Systems Management
Indiana University Bloomington
Double Major: Org. Management & Behavior; Human Resource Mgmt. Double Minor: Economics; Psychology
James Rangel James Rangel's Charles Schwab Experience December 2014 - Present
Job FCA at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Skills
Financial Planning, Retirement Planning, Asset Allocation, Series 7, Series 66, Series 63, Wealth Management
Education
Grand Canyon University
BS, Business and Political Science, Graduated Cum Laude
Charles Schwab December 2014 - Present
Skills
Financial Planning, Retirement Planning, Asset Allocation, Series 7, Series 66, Series 63, Wealth Management
Education
Grand Canyon University
BS, Business and Political Science, Graduated Cum Laude
Eric Hemedes's Charles Schwab Experience July 2004 - February 2005
Job Account Supervisor at Digitas Health LifeBrands
Industry Marketing and Advertising
Experience
Digitas Health LifeBrands August 2014 - Present
DDB Worldwide Communications Group December 2013 - July 2014
Grey Group November 2012 - December 2013
Euro RSCG Life - Chelsea (Health4Brands) June 2011 - November 2012
Publicis Life Brands Medicus (Formerly Medicus Life Brands) June 2010 - June 2011
DDB Worldwide Communications Group September 2006 - June 2010
SelectQuote Insurance Services February 2005 - September 2006
Charles Schwab July 2004 - February 2005
Skills
Budgets, Relationship Marketing, Digital Marketing, Advertising, Integrated Marketing, Account Management, Interactive Marketing, Online Advertising, Marketing Communications, Digital Strategy, Strategy, Creative Direction, Leadership, Public Relations, Market Research, Marketing, Email Marketing, Creative Strategy, Corporate Branding, Social Media Marketing, Direct Mail, Social Media, Marketing Strategy, Digital Media, Online Marketing, Brand Development, Content Strategy, B2B, Interactive Advertising, Competitive Analysis, Analytics, Mobile Marketing, Direct Marketing, Brand Management, Brand Architecture, Media Planning, Outdoor Advertising
Education
Golden Gate University 2005 — 2008
MBA, Marketing
University of San Francisco 2001 — 2004
BA, Communication Studies (PR / Advertising)
Cosumnes River College 2000 — 2001
AA, General Education
Digitas Health LifeBrands August 2014 - Present
DDB Worldwide Communications Group December 2013 - July 2014
Grey Group November 2012 - December 2013
Euro RSCG Life - Chelsea (Health4Brands) June 2011 - November 2012
Publicis Life Brands Medicus (Formerly Medicus Life Brands) June 2010 - June 2011
DDB Worldwide Communications Group September 2006 - June 2010
SelectQuote Insurance Services February 2005 - September 2006
Charles Schwab July 2004 - February 2005
Skills
Budgets, Relationship Marketing, Digital Marketing, Advertising, Integrated Marketing, Account Management, Interactive Marketing, Online Advertising, Marketing Communications, Digital Strategy, Strategy, Creative Direction, Leadership, Public Relations, Market Research, Marketing, Email Marketing, Creative Strategy, Corporate Branding, Social Media Marketing, Direct Mail, Social Media, Marketing Strategy, Digital Media, Online Marketing, Brand Development, Content Strategy, B2B, Interactive Advertising, Competitive Analysis, Analytics, Mobile Marketing, Direct Marketing, Brand Management, Brand Architecture, Media Planning, Outdoor Advertising
Education
Golden Gate University 2005 — 2008
MBA, Marketing
University of San Francisco 2001 — 2004
BA, Communication Studies (PR / Advertising)
Cosumnes River College 2000 — 2001
AA, General Education
Linda Lair Linda Lair's Charles Schwab Experience 1995 - 1998
Job Human Resources Business Partner at Grand Canyon University
Industry Higher Education
Experience
Grand Canyon University October 2008 - Present
Swift Transportation December 2005 - December 2006
Universal Technical Institute April 2003 - May 2005
SmartForce June 1998 - April 2002
Charles Schwab 1995 - 1998
Skills
Talent Management, Performance Management, Onboarding, Employee Relations, Leadership Development, Human Resources, Organizational..., Deferred Compensation, HR Policies, Career Development, Benefits Administration, Interviews, Succession Planning, Personnel Management, Talent Acquisition, Recruiting, Workforce Planning, Employee Benefits
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Master, Human Resource Management
Grand Canyon University 1983 — 1987
Bachelor, Business Administration/Psychology
Grand Canyon University October 2008 - Present
Swift Transportation December 2005 - December 2006
Universal Technical Institute April 2003 - May 2005
SmartForce June 1998 - April 2002
Charles Schwab 1995 - 1998
Skills
Talent Management, Performance Management, Onboarding, Employee Relations, Leadership Development, Human Resources, Organizational..., Deferred Compensation, HR Policies, Career Development, Benefits Administration, Interviews, Succession Planning, Personnel Management, Talent Acquisition, Recruiting, Workforce Planning, Employee Benefits
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Master, Human Resource Management
Grand Canyon University 1983 — 1987
Bachelor, Business Administration/Psychology
Janet Mize Janet Mize's Charles Schwab Experience November 2009 - Present
Job Manager—Team Lead at Creative Center (Charles Schwab)
Industry Marketing and Advertising
Experience
Creative Center (Charles Schwab) September 2013 - Present
Charles Schwab November 2009 - Present
Apogee Search August 2008 - September 2009
GSD&M Idea City August 2007 - August 2008
Law Offices of Patten & Karlseng October 2006 - August 2007
Springbox May 2006 - September 2006
AmeriCorps January 2006 - May 2006
Spillover, Inc. May 2004 - February 2005
Skills
Online Advertising, Social Media Marketing, Advertising, Email Marketing, Marketing Communications, Media Planning, Google Analytics, Lead Generation, Marketing Strategy, SEM, SEO, Interactive Marketing, Web Analytics, Leadership
Education
St. Edward's University 2002 — 2006
BA
Griffith University 2005 — 2005
University of Tampa 2001 — 2002
Liberal Arts
St. Michael's Catholic Academy 1998 — 2001
Creative Center (Charles Schwab) September 2013 - Present
Charles Schwab November 2009 - Present
Apogee Search August 2008 - September 2009
GSD&M Idea City August 2007 - August 2008
Law Offices of Patten & Karlseng October 2006 - August 2007
Springbox May 2006 - September 2006
AmeriCorps January 2006 - May 2006
Spillover, Inc. May 2004 - February 2005
Skills
Online Advertising, Social Media Marketing, Advertising, Email Marketing, Marketing Communications, Media Planning, Google Analytics, Lead Generation, Marketing Strategy, SEM, SEO, Interactive Marketing, Web Analytics, Leadership
Education
St. Edward's University 2002 — 2006
BA
Griffith University 2005 — 2005
University of Tampa 2001 — 2002
Liberal Arts
St. Michael's Catholic Academy 1998 — 2001
Jamont Johnson, JD Jamont Johnson, JD's Charles Schwab Experience 1997 - 2004
Job Director, HR Talent Projects & Development
Industry Human Resources
Experience
APPLE, Inc. 2007 - Present
Electronic Arts 2004 - 2007
Blue Shield of California 2004 - 2005
Charles Schwab 1997 - 2004
Skills
Human Resources, Onboarding, Talent Management, Succession Planning, Employee Relations, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Acquisition, Leadership, Employee Benefits, Performance Management, Personnel Management, Organizational..., Internet Recruiting
Education
Golden Gate University 1996 — 2002
M.S., J.D.
San Jose State University 1990 — 1994
B.S.
APPLE, Inc. 2007 - Present
Electronic Arts 2004 - 2007
Blue Shield of California 2004 - 2005
Charles Schwab 1997 - 2004
Skills
Human Resources, Onboarding, Talent Management, Succession Planning, Employee Relations, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Acquisition, Leadership, Employee Benefits, Performance Management, Personnel Management, Organizational..., Internet Recruiting
Education
Golden Gate University 1996 — 2002
M.S., J.D.
San Jose State University 1990 — 1994
B.S.
Jeremy Ford Jeremy Ford's Charles Schwab Experience March 2009 - December 2009
Job Of Counsel at Counsel Force PC
Industry Law Practice
Experience
Counsel Force PC May 2015 - Present
Speech Therapy Marin, Inc. April 2011 - Present
YuMe, Inc. January 2011 - May 2015
Fox Wang Morgan 2009 - 2010
Charles Schwab March 2009 - December 2009
Manatt, Phelps & Phillips, LLP October 2007 - March 2009
Skills
Corporate Law, Start-ups, IPO, Corporate Governance, Online Advertising, Legal Compliance, Licensing, Finance, Intellectual Property, Trademarks, Management, Employment Law, Venture Capital, Legal Writing, Due Diligence, Contract Management, Salesforce.com, Westlaw, Legal Research, Legal Assistance, Litigation Support, Mergers, Litigation, Notary Public, Private Equity, Negotiation, Contract Negotiation
Education
Golden Gate University 2002 — 2005
JD, Specilazation in IP
Golden Gate University, School of Law 2002 — 2005
Doctor of Law (J.D.), Specialization in IP
Counsel Force PC May 2015 - Present
Speech Therapy Marin, Inc. April 2011 - Present
YuMe, Inc. January 2011 - May 2015
Fox Wang Morgan 2009 - 2010
Charles Schwab March 2009 - December 2009
Manatt, Phelps & Phillips, LLP October 2007 - March 2009
Skills
Corporate Law, Start-ups, IPO, Corporate Governance, Online Advertising, Legal Compliance, Licensing, Finance, Intellectual Property, Trademarks, Management, Employment Law, Venture Capital, Legal Writing, Due Diligence, Contract Management, Salesforce.com, Westlaw, Legal Research, Legal Assistance, Litigation Support, Mergers, Litigation, Notary Public, Private Equity, Negotiation, Contract Negotiation
Education
Golden Gate University 2002 — 2005
JD, Specilazation in IP
Golden Gate University, School of Law 2002 — 2005
Doctor of Law (J.D.), Specialization in IP
Steven Sweeny's Charles Schwab Experience May 2013 - October 2013
Job Desktop Engineer at MIHS
Industry Information Technology and Services
Experience
Maricopa Integrated Health System April 2014 - Present
P.F. Chang's China Bistro October 2013 - April 2014
Charles Schwab May 2013 - October 2013
TriWest Healthcare Alliance July 2012 - March 2013
TriWest Healthcare Alliance September 2009 - July 2012
Cole Capital September 2008 - September 2009
Nautilus Insurance Group February 2008 - September 2008
Tony Robbins Graduate Activation Model (Volunteer) January 2007 - 2008
eFunds Corporation August 2000 - January 2007
PrePaid Legal Services March 2003 - June 2005
Skills
Technical Support, Public Speaking, Windows Server, SCCM, Desktop Administration, System Administration, Leadership, Training, Team Leadership, Customer Service, Coaching, Leadership Development, Personal Development, Active Directory, Troubleshooting, System Deployment, Windows, Servers, Software Documentation, Security, Microsoft Exchange, Vendor Management, Blackberry Enterprise..., Operating Systems, Scripting, ITIL, SharePoint, VMware, Disaster Recovery, Windows 7, VMware ESX, Help Desk Support, DHCP, XP, Microsoft Technologies, Visio, IIS, Data Center, DNS, Cisco Technologies, Group Policy, IT Operations, Virtualization, Server Administration, Blackberry, Computer Hardware, Windows XP, VMware Infrastructure, Server Architecture
Education
Glendale Community College 2003 — 2006
Associates, General Studies, General Business, Global Business, Arts
Shrewsbury High School 1991 — 1995
High School
Maricopa Integrated Health System April 2014 - Present
P.F. Chang's China Bistro October 2013 - April 2014
Charles Schwab May 2013 - October 2013
TriWest Healthcare Alliance July 2012 - March 2013
TriWest Healthcare Alliance September 2009 - July 2012
Cole Capital September 2008 - September 2009
Nautilus Insurance Group February 2008 - September 2008
Tony Robbins Graduate Activation Model (Volunteer) January 2007 - 2008
eFunds Corporation August 2000 - January 2007
PrePaid Legal Services March 2003 - June 2005
Skills
Technical Support, Public Speaking, Windows Server, SCCM, Desktop Administration, System Administration, Leadership, Training, Team Leadership, Customer Service, Coaching, Leadership Development, Personal Development, Active Directory, Troubleshooting, System Deployment, Windows, Servers, Software Documentation, Security, Microsoft Exchange, Vendor Management, Blackberry Enterprise..., Operating Systems, Scripting, ITIL, SharePoint, VMware, Disaster Recovery, Windows 7, VMware ESX, Help Desk Support, DHCP, XP, Microsoft Technologies, Visio, IIS, Data Center, DNS, Cisco Technologies, Group Policy, IT Operations, Virtualization, Server Administration, Blackberry, Computer Hardware, Windows XP, VMware Infrastructure, Server Architecture
Education
Glendale Community College 2003 — 2006
Associates, General Studies, General Business, Global Business, Arts
Shrewsbury High School 1991 — 1995
High School
Angela Bearup's Charles Schwab Experience July 1996 - October 2007
Job Registered Nurse at Boswell Hospital
Industry Hospital & Health Care
Experience
Banner Boswell Memorial Hospital November 2007 - Present
Charles Schwab July 1996 - October 2007
Education
Rio Salado Community College 2005 — 2007
Associates, Nursing
Glendale Community College
Nursing
Banner Boswell Memorial Hospital November 2007 - Present
Charles Schwab July 1996 - October 2007
Education
Rio Salado Community College 2005 — 2007
Associates, Nursing
Glendale Community College
Nursing
Lawrence Hung's Charles Schwab Experience June 2000 - September 2000
Job Analytical Graduate Level Finance Professional
Industry Accounting
Experience
Self employed August 2011 - Present
Friendly Auto Care May 2002 - July 2011
Essential Solutions April 2006 - April 2007
Hess International Education Organization March 2004 - December 2005
First Investors Corporation August 2003 - December 2003
SAS International Marketing January 2003 - August 2003
Charles Schwab June 2000 - September 2000
Skills
Sales, Product Management, Competitive Analysis
Education
Golden Gate University 2007 — 2010
M.S., Finance
University of California, Davis 1996 — 2002
B.S., Managerial Economics
Self employed August 2011 - Present
Friendly Auto Care May 2002 - July 2011
Essential Solutions April 2006 - April 2007
Hess International Education Organization March 2004 - December 2005
First Investors Corporation August 2003 - December 2003
SAS International Marketing January 2003 - August 2003
Charles Schwab June 2000 - September 2000
Skills
Sales, Product Management, Competitive Analysis
Education
Golden Gate University 2007 — 2010
M.S., Finance
University of California, Davis 1996 — 2002
B.S., Managerial Economics
Hildreth Willson's Charles Schwab Experience 2000 - 2004
Job Business Analyst at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. 2004 - 2010
Charles Schwab 2000 - 2004
Data Structure 1998 - 2000
Deloitte & Touche 1992 - 1994
Skills
ITIL, Strategic Planning, Process Improvement, PMP, PMO, Business Analysis, SDLC, Management, Vendor Management, Project Portfolio..., IT Strategy, Requirements Gathering, Business Process..., Strategy, Governance, Program Management, Project Management
Education
Golden Gate University 1989 — 1991
MBA, Accounting
Wesleyan University 1981 — 1985
BA, English
Charles Schwab & Co., Inc. 2004 - 2010
Charles Schwab 2000 - 2004
Data Structure 1998 - 2000
Deloitte & Touche 1992 - 1994
Skills
ITIL, Strategic Planning, Process Improvement, PMP, PMO, Business Analysis, SDLC, Management, Vendor Management, Project Portfolio..., IT Strategy, Requirements Gathering, Business Process..., Strategy, Governance, Program Management, Project Management
Education
Golden Gate University 1989 — 1991
MBA, Accounting
Wesleyan University 1981 — 1985
BA, English
Nick Espiritu, CFP®'s Charles Schwab Experience March 2000 - Present
Job Vice President Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2000 - Present
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Investments, Securities, Investment Strategies, Portfolio Management, Strategic Financial..., Uniform Combined State..., 401k, Asset Management, Equities, FINRA, Alternative Investments, Financial Advisory, Financial Services, Series 66, Series 9, Series 10, Certified Financial...
Education
Golden Gate University
Bachelor of Business Administration (B.B.A.), Finance
Charles Schwab March 2000 - Present
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Investments, Securities, Investment Strategies, Portfolio Management, Strategic Financial..., Uniform Combined State..., 401k, Asset Management, Equities, FINRA, Alternative Investments, Financial Advisory, Financial Services, Series 66, Series 9, Series 10, Certified Financial...
Education
Golden Gate University
Bachelor of Business Administration (B.B.A.), Finance
Gia Abdolcader's Charles Schwab Experience June 2001 - September 2003
Job Senior Risk Specialist at Federal Reserve Bank of San Francisco
Industry Financial Services
Experience
Federal Reserve Bank of San Francisco March 2015 - Present
FINRA September 2003 - March 2015
Charles Schwab June 2001 - September 2003
Wells Fargo & Co. June 1997 - June 2000
Skills
AML, FINRA, Securities, Hedge Funds, Mutual Funds, Alternative Investments, Investments, Equities, Fixed Income, Risk Management, Banking, Asset Management, Portfolio Management, Anti Money Laundering
Education
Golden Gate University 1999 — 2002
MBA, Computer Information Systems
University of San Francisco 1993 — 1997
Bachelor of Science (B.S.), Accounting
Federal Reserve Bank of San Francisco March 2015 - Present
FINRA September 2003 - March 2015
Charles Schwab June 2001 - September 2003
Wells Fargo & Co. June 1997 - June 2000
Skills
AML, FINRA, Securities, Hedge Funds, Mutual Funds, Alternative Investments, Investments, Equities, Fixed Income, Risk Management, Banking, Asset Management, Portfolio Management, Anti Money Laundering
Education
Golden Gate University 1999 — 2002
MBA, Computer Information Systems
University of San Francisco 1993 — 1997
Bachelor of Science (B.S.), Accounting
Demartini, Dennis's Charles Schwab Experience December 2004 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2004 - Present
Charles Schwab March 1992 - November 2004
Education
Golden Gate University 1987 — 1992
MBA, Finance - Investments
Saint Mary's College of California 1980 — 1984
BS, Accounting
Charles Schwab December 2004 - Present
Charles Schwab March 1992 - November 2004
Education
Golden Gate University 1987 — 1992
MBA, Finance - Investments
Saint Mary's College of California 1980 — 1984
BS, Accounting
Amoura Satre's Charles Schwab Experience 2004 - 2005
Job Senior Decision Support Analyst at Sutter Health
Industry Hospital & Health Care
Experience
Sutter Health June 2010 - Present
Sutter Health 2006 - 2010
Charles Schwab 2004 - 2005
Charles Schwab 1997 - 2005
Skills
Process Improvement, EHR, Analysis, Visio, Access, Management, Program Management, Business Process..., Finance, Executive Management, Budgets, Business Analysis, Financial Analysis, Leadership, Healthcare
Education
Golden Gate University
Masters in Finance
University of California, Davis
BS, Quantitative Microeconomics
Sutter Health June 2010 - Present
Sutter Health 2006 - 2010
Charles Schwab 2004 - 2005
Charles Schwab 1997 - 2005
Skills
Process Improvement, EHR, Analysis, Visio, Access, Management, Program Management, Business Process..., Finance, Executive Management, Budgets, Business Analysis, Financial Analysis, Leadership, Healthcare
Education
Golden Gate University
Masters in Finance
University of California, Davis
BS, Quantitative Microeconomics
Jerry Ajlouny's Charles Schwab Experience October 2009 - December 2012
Job Sr. Manager Payroll Tax & Accounting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2009 - December 2012
Seeking Employment February 2009 - November 2009
Robert Half Management Resources May 2007 - November 2008
Robert Half International 2006 - 2007
Pacific Gas & electric 2002 - 2006
Outsource Group 2002 - 2002
InLeague 2000 - 2001
ProBusiness 1997 - 2001
ProBusiness 1997 - 2001
ProBusiness / ADP 1997 - 2001
Skills
Payroll, Payroll Taxes, PeopleSoft, Benefits Administration, Tax, ADP Payroll, Accounts Payable, Sarbanes-Oxley Act, Account Reconciliation, Accounts Receivable, Time Management, Financial Reporting
Education
Golden Gate University 1975 — 1980
LLM, Tax
Michigan State University College of Law 1970 — 1973
Doctor of Law (JD), Law
Thurston High School 1961 — 1965
HS, General
Charles Schwab October 2009 - December 2012
Seeking Employment February 2009 - November 2009
Robert Half Management Resources May 2007 - November 2008
Robert Half International 2006 - 2007
Pacific Gas & electric 2002 - 2006
Outsource Group 2002 - 2002
InLeague 2000 - 2001
ProBusiness 1997 - 2001
ProBusiness 1997 - 2001
ProBusiness / ADP 1997 - 2001
Skills
Payroll, Payroll Taxes, PeopleSoft, Benefits Administration, Tax, ADP Payroll, Accounts Payable, Sarbanes-Oxley Act, Account Reconciliation, Accounts Receivable, Time Management, Financial Reporting
Education
Golden Gate University 1975 — 1980
LLM, Tax
Michigan State University College of Law 1970 — 1973
Doctor of Law (JD), Law
Thurston High School 1961 — 1965
HS, General
Linda Felker's Charles Schwab Experience 2000 - 2001
Job Digital Sales & Marketing Manager Financial Services
Industry Financial Services
Experience
Wells Fargo, Internet Services Group 2009 - Present
Wells Fargo January 2008 - Present
Wells Fargo Bank - Internet Services Group 2008 - Present
Bank of America January 2006 - December 2007
Bank of America 2001 - December 2005
Charles Schwab 2000 - 2001
Bank of America 1990 - 2000
Skills
Integrated Marketing, Financial Services, Marketing Communications, Direct Marketing, Internet Banking, Marketing Strategy, Analytics, Segmentation, E-commerce, Strategy, Multi-channel Marketing, Marketing, Online Advertising, Management, Leadership
Education
Golden Gate University
MBA, M.B.A. – concentration in marketing and financial services
University of California, Los Angeles
B.A. Economics
Wells Fargo, Internet Services Group 2009 - Present
Wells Fargo January 2008 - Present
Wells Fargo Bank - Internet Services Group 2008 - Present
Bank of America January 2006 - December 2007
Bank of America 2001 - December 2005
Charles Schwab 2000 - 2001
Bank of America 1990 - 2000
Skills
Integrated Marketing, Financial Services, Marketing Communications, Direct Marketing, Internet Banking, Marketing Strategy, Analytics, Segmentation, E-commerce, Strategy, Multi-channel Marketing, Marketing, Online Advertising, Management, Leadership
Education
Golden Gate University
MBA, M.B.A. – concentration in marketing and financial services
University of California, Los Angeles
B.A. Economics
Kimberly (Marin) Rollin's Charles Schwab Experience 2004 - 2005
Job Director, Client Business Manager at NICE Systems
Industry Banking
Experience
NICE Systems April 2013 - Present
Bank of America March 2008 - March 2013
Wellsfargo 2005 - 2007
Charles Schwab 2004 - 2005
GNX 2000 - 2004
iOwn 1998 - 2000
Skills
Enterprise Software, Management, SDLC, Project Portfolio..., Program Management, Vendor Management, Call Centers, PMO, Integration, IT Strategy, Project Management
Education
Golden Gate University
Western Carolina University
Graduate Certificate, Project Management
NICE Systems April 2013 - Present
Bank of America March 2008 - March 2013
Wellsfargo 2005 - 2007
Charles Schwab 2004 - 2005
GNX 2000 - 2004
iOwn 1998 - 2000
Skills
Enterprise Software, Management, SDLC, Project Portfolio..., Program Management, Vendor Management, Call Centers, PMO, Integration, IT Strategy, Project Management
Education
Golden Gate University
Western Carolina University
Graduate Certificate, Project Management
Deborah Gloates's Charles Schwab Experience 1999 - 2002
Job Business Leader, Loyalty Innovation Marketing at Visa
Industry Marketing and Advertising
Experience
Wells Fargo 2014 - 2015
Wells Fargo 2014 - 2015
Visa 2009 - January 2014
Wells Fargo 2014 - 2014
Visa 2005 - 2009
Charles Schwab Bank 2004 - 2005
Providian 2004 - 2005
Charles Schwab 1999 - 2002
Skills
Product Management, Digital Marketing, Marketing Strategy, Marketing Communications, Mobile Marketing, Mobile Communications, Mobile Payments, Mobile Applications, Creative Direction, Integrated Marketing, Strategy, Project Management, Segmentation, Business Development, Mobile Devices, Online Marketing, B2B, Product Development, Email Marketing, Market Research, Marketing
Education
Golden Gate University
MBA, Marketing
Penn State University
Wells Fargo 2014 - 2015
Wells Fargo 2014 - 2015
Visa 2009 - January 2014
Wells Fargo 2014 - 2014
Visa 2005 - 2009
Charles Schwab Bank 2004 - 2005
Providian 2004 - 2005
Charles Schwab 1999 - 2002
Skills
Product Management, Digital Marketing, Marketing Strategy, Marketing Communications, Mobile Marketing, Mobile Communications, Mobile Payments, Mobile Applications, Creative Direction, Integrated Marketing, Strategy, Project Management, Segmentation, Business Development, Mobile Devices, Online Marketing, B2B, Product Development, Email Marketing, Market Research, Marketing
Education
Golden Gate University
MBA, Marketing
Penn State University
Ryan Pagila's Charles Schwab Experience September 1999 - June 2007
Job Report Developer at Macys.com
Industry Financial Services
Experience
Macys.com May 2012 - Present
McKesson Health Solutions 2011 - 2012
Bank of America September 2010 - November 2011
AXA Rosenberg September 2008 - April 2010
Charles Schwab September 1999 - June 2007
Skills
Data Analysis, SQL, Databases, Software Development, Portfolio Management, SDLC, Business Analysis, Data Warehousing, VBA, Investment Performance, Equities, Tableau, Hive, Financial Modeling, ETL, Data Modeling, Scripting
Education
Golden Gate University, Edward S. Ageno School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Double concentration in Finance and Marketing
University of Phoenix 2000 — 2003
Masters in Science, Computer Information Systems
San Francisco State University 1992 — 1999
Bachelors in Science, Hotel Management
SJND 1988 — 1992
High School
Macys.com May 2012 - Present
McKesson Health Solutions 2011 - 2012
Bank of America September 2010 - November 2011
AXA Rosenberg September 2008 - April 2010
Charles Schwab September 1999 - June 2007
Skills
Data Analysis, SQL, Databases, Software Development, Portfolio Management, SDLC, Business Analysis, Data Warehousing, VBA, Investment Performance, Equities, Tableau, Hive, Financial Modeling, ETL, Data Modeling, Scripting
Education
Golden Gate University, Edward S. Ageno School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Double concentration in Finance and Marketing
University of Phoenix 2000 — 2003
Masters in Science, Computer Information Systems
San Francisco State University 1992 — 1999
Bachelors in Science, Hotel Management
SJND 1988 — 1992
High School
AJ Nixon's Charles Schwab Experience 2003 - 2007
Job PeopleSoft Financials Functional Lead
Industry Government Administration
Experience
City and County of San Francisco July 2015 - Present
City and County of San Francisco March 2014 - Present
City and County of San Francisco January 2010 - March 2014
Aperio Group, LLC January 2008 - January 2009
Aperio Group, LLC June 2007 - December 2007
Charles Schwab 2003 - 2007
Skills
Budgets, Analysis, Financial Reporting, Financial Analysis, Project Management, Finance, Cognos, PeopleSoft Financial
Education
Golden Gate University 2009 — 2010
MAcc, Accounting
Indiana University Bloomington 1997 — 2000
Bachelor of Science (B.S.), Management Information Systems, General
City and County of San Francisco July 2015 - Present
City and County of San Francisco March 2014 - Present
City and County of San Francisco January 2010 - March 2014
Aperio Group, LLC January 2008 - January 2009
Aperio Group, LLC June 2007 - December 2007
Charles Schwab 2003 - 2007
Skills
Budgets, Analysis, Financial Reporting, Financial Analysis, Project Management, Finance, Cognos, PeopleSoft Financial
Education
Golden Gate University 2009 — 2010
MAcc, Accounting
Indiana University Bloomington 1997 — 2000
Bachelor of Science (B.S.), Management Information Systems, General
Cindy Chao's Charles Schwab Experience January 2007 - March 2014
Job QA Analyst at Xero
Industry Information Technology and Services
Experience
Xero March 2014 - Present
Charles Schwab January 2007 - March 2014
Charles Schwab April 2000 - January 2007
Wells Fargo Bank August 1999 - April 2000
Skills
Quality Assurance, SDLC, Agile Methodologies, Software Quality..., User Acceptance Testing, Software Project..., Scrum, Agile Project Management, Business Analysis, Waterfall, Testing, Test Planning, Software Development, Quality Center, Process Improvement, Project Management, Regression Testing, Cross-functional Team..., Web Applications, Financial Services, ClearQuest, TFS, RUP, Agile, SaaS, Mortgage Lending, Real Estate, JIRA, Confluence, Selenium, Localization, Accounting, Payroll, HP Quality Center
Education
Golden Gate University
Master of Business Administration (M.B.A.), Accounting
Xero March 2014 - Present
Charles Schwab January 2007 - March 2014
Charles Schwab April 2000 - January 2007
Wells Fargo Bank August 1999 - April 2000
Skills
Quality Assurance, SDLC, Agile Methodologies, Software Quality..., User Acceptance Testing, Software Project..., Scrum, Agile Project Management, Business Analysis, Waterfall, Testing, Test Planning, Software Development, Quality Center, Process Improvement, Project Management, Regression Testing, Cross-functional Team..., Web Applications, Financial Services, ClearQuest, TFS, RUP, Agile, SaaS, Mortgage Lending, Real Estate, JIRA, Confluence, Selenium, Localization, Accounting, Payroll, HP Quality Center
Education
Golden Gate University
Master of Business Administration (M.B.A.), Accounting
Kevin Lindholm's Charles Schwab Experience 2006 - Present
Job Senior Equity Trader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Investment Management 2006 - Present
Charles Schwab 2006 - Present
Skills
Mutual Funds, Asset Managment, Asset Allocation, Trading, Equities, Financial Modeling, Series 63, Hedge Funds, FINRA, Separately Managed..., Options, Series 7, Fixed Income, Wealth Management, Equity Trading, Strategic Financial..., Banking, Investment Strategies, Portfolio Management, ETFs, Investments, Alternative Investments, Financial Analysis, Securities, Retirement Planning, Bloomberg, Capital Markets, Investment Advisory, Financial Services, Investment Management, Equity Research, Derivatives, Asset Management
Education
Golden Gate University 2007 — 2011
MBA, Finance
University of Wisconsin-Madison 1992 — 1996
MS, Consumer Science
University of Wisconsin-Madison - School of Business 1992 — 1996
BS, Consumer Science
Charles Schwab Investment Management 2006 - Present
Charles Schwab 2006 - Present
Skills
Mutual Funds, Asset Managment, Asset Allocation, Trading, Equities, Financial Modeling, Series 63, Hedge Funds, FINRA, Separately Managed..., Options, Series 7, Fixed Income, Wealth Management, Equity Trading, Strategic Financial..., Banking, Investment Strategies, Portfolio Management, ETFs, Investments, Alternative Investments, Financial Analysis, Securities, Retirement Planning, Bloomberg, Capital Markets, Investment Advisory, Financial Services, Investment Management, Equity Research, Derivatives, Asset Management
Education
Golden Gate University 2007 — 2011
MBA, Finance
University of Wisconsin-Madison 1992 — 1996
MS, Consumer Science
University of Wisconsin-Madison - School of Business 1992 — 1996
BS, Consumer Science
Gregory Rasner, PMP, CSM, ITIL, CCNA, MCSE's Charles Schwab Experience April 2005 - February 2006
Job Secure Development Manager at Cisco
Industry Information Technology and Services
Experience
Cisco October 2014 - Present
Cisco November 2011 - October 2014
Federal Home Loan Bank of San Francisco August 2009 - October 2011
College of Alameda September 2002 - August 2010
Charles Schwab & Co November 2007 - April 2009
Polycom February 2006 - November 2007
Charles Schwab April 2005 - February 2006
Wells Fargo Services January 2004 - April 2005
Avigen, Inc January 2002 - January 2004
Silicon Energy Corp February 1999 - January 2002
Skills
Project Management, IT Management, ITIL, Budgeting, MS Project, Program Management, PMP, SDLC, Management, Integration, Disaster Recovery, PMO, Budgets, Business Analysis, Enterprise Software, CRM, SharePoint, Data Center, Vendor Management, Information Technology, Leadership, Security, Business Process, Databases
Education
Golden Gate University 2013 — 2015
Master of Science in Information Systems Management, IS, Currently Hold a 4.0 Average
LearnIT! 2010 — 2010
n/a, Project Estimation
Villanova University 2008 — 2009
Masters Certificate, Project Management
Kepner-Tregoe 2007 — 2007
n/a, Problem Solving and Project Management
Claremont McKenna College 1992 — 1995
BA, Economics, Chemistry, Political Science
Cisco October 2014 - Present
Cisco November 2011 - October 2014
Federal Home Loan Bank of San Francisco August 2009 - October 2011
College of Alameda September 2002 - August 2010
Charles Schwab & Co November 2007 - April 2009
Polycom February 2006 - November 2007
Charles Schwab April 2005 - February 2006
Wells Fargo Services January 2004 - April 2005
Avigen, Inc January 2002 - January 2004
Silicon Energy Corp February 1999 - January 2002
Skills
Project Management, IT Management, ITIL, Budgeting, MS Project, Program Management, PMP, SDLC, Management, Integration, Disaster Recovery, PMO, Budgets, Business Analysis, Enterprise Software, CRM, SharePoint, Data Center, Vendor Management, Information Technology, Leadership, Security, Business Process, Databases
Education
Golden Gate University 2013 — 2015
Master of Science in Information Systems Management, IS, Currently Hold a 4.0 Average
LearnIT! 2010 — 2010
n/a, Project Estimation
Villanova University 2008 — 2009
Masters Certificate, Project Management
Kepner-Tregoe 2007 — 2007
n/a, Problem Solving and Project Management
Claremont McKenna College 1992 — 1995
BA, Economics, Chemistry, Political Science
Todd Norton's Charles Schwab Experience August 2011 - Present
Job Relationship Manager, Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services July 2015 - Present
Charles Schwab August 2011 - Present
UBS Institutional Consulting Group October 2009 - August 2011
Russell Investments October 2005 - December 2008
Russell Investments April 2004 - October 2005
Russell Investments January 2001 - April 2004
Russell Investments July 2000 - January 2001
Russell/Mellon Analytical Services March 1998 - May 2000
Russell/Mellon Analytical Services March 1996 - March 1998
Vining-Sparks, IBG, L.P. January 1995 - January 1996
Skills
Asset Allocation, Mutual Funds
Education
Gonzaga University 1989 — 1993
Gonzaga University 1989 — 1993
Gonzaga University - School of Business Administration 1989 — 1993
Finance, International Business, Italian, Philosophy
Gonzaga-in-Firenze 1991 — 1992
International Business
Schwab Advisor Services July 2015 - Present
Charles Schwab August 2011 - Present
UBS Institutional Consulting Group October 2009 - August 2011
Russell Investments October 2005 - December 2008
Russell Investments April 2004 - October 2005
Russell Investments January 2001 - April 2004
Russell Investments July 2000 - January 2001
Russell/Mellon Analytical Services March 1998 - May 2000
Russell/Mellon Analytical Services March 1996 - March 1998
Vining-Sparks, IBG, L.P. January 1995 - January 1996
Skills
Asset Allocation, Mutual Funds
Education
Gonzaga University 1989 — 1993
Gonzaga University 1989 — 1993
Gonzaga University - School of Business Administration 1989 — 1993
Finance, International Business, Italian, Philosophy
Gonzaga-in-Firenze 1991 — 1992
International Business
Jeffrey Swift's Charles Schwab Experience July 1998 - Present
Job Hardware Planning at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 1998 - Present
National Data Corporation 1995 - 1998
Education
Glendale Community College 1995 — 1998
Charles Schwab July 1998 - Present
National Data Corporation 1995 - 1998
Education
Glendale Community College 1995 — 1998
Jodie Silla's Charles Schwab Experience September 2014 - Present
Job Senior Marketing Manager Institutional Marketing at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab September 2014 - Present
First Data Corpora April 2012 - July 2013
Dean Foods December 2010 - April 2012
Pearson Education February 2010 - December 2010
IP Commerce March 2008 - July 2009
Western Union March 2001 - February 2008
Iomega October 1999 - October 2000
Creative Source International September 1997 - October 1999
The Integer Group November 1994 - September 1997
Earle Palmer Brown Advertising January 1994 - November 1994
Skills
Business Development, Budgets, Competitive Analysis, Direct Marketing, Account Management, Marketing Strategy, Marketing Communications, Mobile Payments, Strategic Partnerships, Marketing, Product Development, Product Management, Product Marketing, E-commerce, Strategic Planning, Project Management, B2B, Cross-functional Team..., Strategy, Management, Sales Operations, Leadership, New Business Development, Sales, Advertising, Multi-channel Marketing, Integrated Marketing, Training, Brand Management
Education
Goucher College 1986 — 1989
B.A., Communications
Goucher College 1986 — 1989
Bachelor of Arts (B.A.), Communication, General
Charles Schwab September 2014 - Present
First Data Corpora April 2012 - July 2013
Dean Foods December 2010 - April 2012
Pearson Education February 2010 - December 2010
IP Commerce March 2008 - July 2009
Western Union March 2001 - February 2008
Iomega October 1999 - October 2000
Creative Source International September 1997 - October 1999
The Integer Group November 1994 - September 1997
Earle Palmer Brown Advertising January 1994 - November 1994
Skills
Business Development, Budgets, Competitive Analysis, Direct Marketing, Account Management, Marketing Strategy, Marketing Communications, Mobile Payments, Strategic Partnerships, Marketing, Product Development, Product Management, Product Marketing, E-commerce, Strategic Planning, Project Management, B2B, Cross-functional Team..., Strategy, Management, Sales Operations, Leadership, New Business Development, Sales, Advertising, Multi-channel Marketing, Integrated Marketing, Training, Brand Management
Education
Goucher College 1986 — 1989
B.A., Communications
Goucher College 1986 — 1989
Bachelor of Arts (B.A.), Communication, General
Barbara Hamilla's Charles Schwab Experience March 2014 - July 2015
Job Lead Copywriter at Accusoft
Industry Marketing and Advertising
Experience
Accusoft July 2015 - Present
Charles Schwab March 2014 - July 2015
APICS May 2013 - March 2014
APICS November 2011 - May 2013
Meracord March 2008 - August 2011
United Natural Foods December 2005 - March 2008
Skills
Marketing Communications, Copywriting, Marketing, Direct Marketing, Public Relations, Marketing Strategy, Social Media, Email Marketing, Social Media Marketing, Strategic Planning, Leadership, Advertising
Education
Gonzaga University 2011 — 2014
M.A., Communication & Leadership
Knox College 2000 — 2004
B.A., English Literature
Accusoft July 2015 - Present
Charles Schwab March 2014 - July 2015
APICS May 2013 - March 2014
APICS November 2011 - May 2013
Meracord March 2008 - August 2011
United Natural Foods December 2005 - March 2008
Skills
Marketing Communications, Copywriting, Marketing, Direct Marketing, Public Relations, Marketing Strategy, Social Media, Email Marketing, Social Media Marketing, Strategic Planning, Leadership, Advertising
Education
Gonzaga University 2011 — 2014
M.A., Communication & Leadership
Knox College 2000 — 2004
B.A., English Literature
Dana Aboud's Charles Schwab Experience April 2010 - April 2011
Job Analyst Investment / Trading
Industry Financial Services
Experience
Merrill Lynch Global Wealth and Investment Management June 2012 - Present
Wells Fargo Advisors March 2011 - June 2012
Charles Schwab April 2010 - April 2011
Charles Schwab July 2008 - April 2010
Charles Schwab July 2007 - June 2008
XOMA 2003 - 2006
Genentech 1999 - 2003
Skills
Investment Research, Trading, Asset Management, Analytical Abilities, Financial Planning, Investment Banking, Product Development, Banking, Statistical Data..., Asset Managment, Strategic Financial..., Finance, Equities, Analytical Skills, Wealth Management, Investments, Asset Allocation, Investment Management, Financial Analysis
Education
Golden Gate University 2005 — 2007
MBA, Finance and Marketing
Saint Mary's College of California 1994 — 1999
BS, Biology and Psychology
Mission San Jose
Merrill Lynch Global Wealth and Investment Management June 2012 - Present
Wells Fargo Advisors March 2011 - June 2012
Charles Schwab April 2010 - April 2011
Charles Schwab July 2008 - April 2010
Charles Schwab July 2007 - June 2008
XOMA 2003 - 2006
Genentech 1999 - 2003
Skills
Investment Research, Trading, Asset Management, Analytical Abilities, Financial Planning, Investment Banking, Product Development, Banking, Statistical Data..., Asset Managment, Strategic Financial..., Finance, Equities, Analytical Skills, Wealth Management, Investments, Asset Allocation, Investment Management, Financial Analysis
Education
Golden Gate University 2005 — 2007
MBA, Finance and Marketing
Saint Mary's College of California 1994 — 1999
BS, Biology and Psychology
Mission San Jose
Frank Berdan's Charles Schwab Experience regulatory reportingCharles Schwab1998 - 2009
Job Senior Manager, Regulatory Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab regulatory reportingCharles Schwab1998 - 2009
Education
Golden Gate University 1995 — 1997
Charles Schwab regulatory reportingCharles Schwab1998 - 2009
Education
Golden Gate University 1995 — 1997
Daniel Wu's Charles Schwab Experience October 2003 - October 2005
Job Chief Investment Officer at GPS Capital Management, LLC
Industry Investment Management
Experience
GPS Capital Management, LLC October 2005 - Present
GPS Capital Management, LLC October 2005 - Present
Charles Schwab October 2003 - October 2005
onvest 2003 - 2005
Charles Schwab July 1995 - October 2003
GSI Capital Management, LLC March 1993 - July 1995
Skills
Investments, Equities, Portfolio Management, Mutual Funds, Wealth Management, Hedge Funds, Alternative Investments, Start-ups, Asset Management, Entrepreneurship, Trading, Investment Strategies, Risk Management, Options, Banking, Management, Marketing, Commodity, Fixed Income, Asset Allocation, Securities, Investment Management, Technical Analysis, Devising Trading Systems, Develeoping Trading..., Trading System..., ETFs, Series 7, Series 63, Private Equity, FINRA, Investment Advisory
Education
Golden Gate University 2000 — 2002
Technical Analysis and Behavioral Finance
San Francisco State University 1988 — 1993
Bachelor's Degree, Finance and Economics
GPS Capital Management, LLC October 2005 - Present
GPS Capital Management, LLC October 2005 - Present
Charles Schwab October 2003 - October 2005
onvest 2003 - 2005
Charles Schwab July 1995 - October 2003
GSI Capital Management, LLC March 1993 - July 1995
Skills
Investments, Equities, Portfolio Management, Mutual Funds, Wealth Management, Hedge Funds, Alternative Investments, Start-ups, Asset Management, Entrepreneurship, Trading, Investment Strategies, Risk Management, Options, Banking, Management, Marketing, Commodity, Fixed Income, Asset Allocation, Securities, Investment Management, Technical Analysis, Devising Trading Systems, Develeoping Trading..., Trading System..., ETFs, Series 7, Series 63, Private Equity, FINRA, Investment Advisory
Education
Golden Gate University 2000 — 2002
Technical Analysis and Behavioral Finance
San Francisco State University 1988 — 1993
Bachelor's Degree, Finance and Economics
Susan L. Drew, PMP, MBA's Charles Schwab Experience June 2005 - April 2009
Job Sr. Project Manager/Business Analyst
Industry Market Research
Experience
Market Plus LLC January 2015 - Present
Susan L. Drew Consulting February 2009 - Present
Randstad Sourceright US March 2011 - January 2013
Charles Schwab June 2005 - April 2009
Charles Schwab September 2000 - May 2005
Mellon Capital Management September 1996 - May 2000
Mellon Capital Management December 1992 - August 1996
Skills
Process Improvement, Business Analysis, Project Management, Operations Management, Control Testing, Website Development, Business Process, Training, Integration, Vendor Management, PMP, SDLC, MS Project, Change Management, Risk Management, Cross-functional Team..., Relationship Management, PMO, Visio, CSM, Rational Unified..., Analysis, Leadership, Team Building, Management Consulting
Education
Golden Gate University
M.B.A., Finance
San Francisco State University
B.S., Business Administration
Market Plus LLC January 2015 - Present
Susan L. Drew Consulting February 2009 - Present
Randstad Sourceright US March 2011 - January 2013
Charles Schwab June 2005 - April 2009
Charles Schwab September 2000 - May 2005
Mellon Capital Management September 1996 - May 2000
Mellon Capital Management December 1992 - August 1996
Skills
Process Improvement, Business Analysis, Project Management, Operations Management, Control Testing, Website Development, Business Process, Training, Integration, Vendor Management, PMP, SDLC, MS Project, Change Management, Risk Management, Cross-functional Team..., Relationship Management, PMO, Visio, CSM, Rational Unified..., Analysis, Leadership, Team Building, Management Consulting
Education
Golden Gate University
M.B.A., Finance
San Francisco State University
B.S., Business Administration
Damien Slaughter's Charles Schwab Experience March 1998 - April 2001
Job Sr. Associate at Grant Thornton
Industry Accounting
Experience
Grant Thornton January 2005 - Present
Charles Schwab March 1998 - April 2001
Education
Golden Gate University 2002 — 2004
MBA, Finance
University of California, Santa Barbara
Grant Thornton January 2005 - Present
Charles Schwab March 1998 - April 2001
Education
Golden Gate University 2002 — 2004
MBA, Finance
University of California, Santa Barbara
Mary Vander Weit's Charles Schwab Experience June 1998 - July 2001
Job Sr. Systems Analyst, Telecommunications, Balboa Insurance Co.
Industry Telecommunications
Experience
Balboa Insurance Group March 2009 - July 2011
Bank of America(Formerly Countrywide Financial Corp.) June 1994 - March 2009
HSBC(Formerly Household International) July 2001 - November 2003
Charles Schwab June 1998 - July 2001
Bank of America September 1994 - June 1998
Skills
Project Management, Vendor Management, Program Management
Education
Golden Gate University 1992 — 1994
Certificate of Telecommunications Management, Telecommunications
Bishop McDevitt High School 1959 — 1963
Balboa Insurance Group March 2009 - July 2011
Bank of America(Formerly Countrywide Financial Corp.) June 1994 - March 2009
HSBC(Formerly Household International) July 2001 - November 2003
Charles Schwab June 1998 - July 2001
Bank of America September 1994 - June 1998
Skills
Project Management, Vendor Management, Program Management
Education
Golden Gate University 1992 — 1994
Certificate of Telecommunications Management, Telecommunications
Bishop McDevitt High School 1959 — 1963
Abigail Brencick Chavez, CFP®'s Charles Schwab Experience December 2013 - Present
Job Senior Portfolio Consultant at Schwab Private Client
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Fleming Wealth Strategies, LLC May 2012 - December 2013
USAA March 2010 - October 2011
Charles Schwab June 2003 - February 2010
American Express Financial Advisors 2001 - 2003
Education
Gonzaga University 1994 — 1998
BA, Political science
Charles Schwab December 2013 - Present
Fleming Wealth Strategies, LLC May 2012 - December 2013
USAA March 2010 - October 2011
Charles Schwab June 2003 - February 2010
American Express Financial Advisors 2001 - 2003
Education
Gonzaga University 1994 — 1998
BA, Political science
Jeffrey Remis's Charles Schwab Experience November 2013 - July 2014
Job Analyst seeking insight into data
Industry Information Technology and Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo October 2014 - April 2015
Charles Schwab November 2013 - July 2014
Wells Fargo Digital Channels Group February 2013 - October 2013
Charles Schwab August 2011 - January 2013
Wells Fargo Bank August 2009 - June 2011
Experience Unlimited August 2008 - August 2009
Clorox June 2007 - July 2008
Lawrence Livermore Lab September 2005 - March 2007
Safeway October 1989 - April 2005
Skills
Business Intelligence, Data Warehousing, Data Analysis, SQL, SAS, Requirements Analysis, Multi-channel Campaign..., Analysis, Informatica, OLAP, Marketing, Data Mining, Database Design, Business Analysis, Analytics, DB2, Access, Data Integration, ETL, Database Marketing, Software Development, Oracle, Change Management, Integration, CRM, Campaign Management, Marketing Strategy, Business Requirements, SDLC, E-commerce, Segmentation, Process Improvement, Dashboard, Visio, Statistical Modeling, Software Documentation, Marketing Communications, Project Management, Data Modeling, Quality Assurance, Teradata, Business Process, Microstrategy, SharePoint, Unix, Customer Service, Financial Analysis, Email Marketing, Microsoft Office
Education
Golden Gate University
MBA, Finance
University of California, Berkeley
Bachelor’s Degree, Business
Wells Fargo July 2015 - Present
Wells Fargo October 2014 - April 2015
Charles Schwab November 2013 - July 2014
Wells Fargo Digital Channels Group February 2013 - October 2013
Charles Schwab August 2011 - January 2013
Wells Fargo Bank August 2009 - June 2011
Experience Unlimited August 2008 - August 2009
Clorox June 2007 - July 2008
Lawrence Livermore Lab September 2005 - March 2007
Safeway October 1989 - April 2005
Skills
Business Intelligence, Data Warehousing, Data Analysis, SQL, SAS, Requirements Analysis, Multi-channel Campaign..., Analysis, Informatica, OLAP, Marketing, Data Mining, Database Design, Business Analysis, Analytics, DB2, Access, Data Integration, ETL, Database Marketing, Software Development, Oracle, Change Management, Integration, CRM, Campaign Management, Marketing Strategy, Business Requirements, SDLC, E-commerce, Segmentation, Process Improvement, Dashboard, Visio, Statistical Modeling, Software Documentation, Marketing Communications, Project Management, Data Modeling, Quality Assurance, Teradata, Business Process, Microstrategy, SharePoint, Unix, Customer Service, Financial Analysis, Email Marketing, Microsoft Office
Education
Golden Gate University
MBA, Finance
University of California, Berkeley
Bachelor’s Degree, Business
Blodwen Tarter's Charles Schwab Experience 1989 - 1996
Job Professor at Golden Gate University and Marketing Consultant
Industry Marketing and Advertising
Experience
Golden Gate University 1992 - Present
iOwn 1998 - 1999
Knight Ridder Information- Dialog January 1996 - April 1997
Charles Schwab 1989 - 1996
Skills
Higher Education, Teaching, Market Research, Public Speaking, Research, Start-ups, Product Development, Direct Marketing, E-commerce, E-Learning, Product Management, Sales, Strategy, Product Marketing, Management, Public Relations, Strategic Planning, Social Media Marketing, Leadership, Entrepreneurship, Marketing Communications, Data Analysis, Marketing Research
Education
Golden Gate University 1985 — 1991
PhD
The University of Chicago Booth School of Business 1976 — 1978
MBA
Stanford University 1972 — 1976
BA with distinction, MA
Punahou School 1969 — 1972
Golden Gate University 1992 - Present
iOwn 1998 - 1999
Knight Ridder Information- Dialog January 1996 - April 1997
Charles Schwab 1989 - 1996
Skills
Higher Education, Teaching, Market Research, Public Speaking, Research, Start-ups, Product Development, Direct Marketing, E-commerce, E-Learning, Product Management, Sales, Strategy, Product Marketing, Management, Public Relations, Strategic Planning, Social Media Marketing, Leadership, Entrepreneurship, Marketing Communications, Data Analysis, Marketing Research
Education
Golden Gate University 1985 — 1991
PhD
The University of Chicago Booth School of Business 1976 — 1978
MBA
Stanford University 1972 — 1976
BA with distinction, MA
Punahou School 1969 — 1972
Carla Bisagno's Charles Schwab Experience February 2010 - June 2013
Job Database Marketing Consultant at Wells Fargo Bank NA
Industry Information Services
Experience
Wells Fargo Bank NA June 2013 - Present
Charles Schwab February 2010 - June 2013
ThinkBiz June 2009 - January 2010
Washington Mutual Card Services February 2007 - January 2009
JPMorgan Chase (formerly Washington Mutual Card Services) 2007 - 2009
JP Morgan Chase 2007 - 2009
Providian Financial March 2003 - February 2007
Firemans Fund Insurance Company December 2000 - May 2002
Firemans Fund Insurance Company September 1995 - November 2000
Firemans Fund Insurance Company 1993 - September 1995
Skills
Cross-functional Team..., Analytics, SQL, SDLC, Software Documentation, Strategy, CRM, Project Management, Data Analysis, Management, Analysis, Marketing, Enterprise Architecture, Direct Marketing, Segmentation, Quality Assurance
Education
Golden Gate University 1996 — 2000
BS, Computer Information Systems Mgmt
Wells Fargo Bank NA June 2013 - Present
Charles Schwab February 2010 - June 2013
ThinkBiz June 2009 - January 2010
Washington Mutual Card Services February 2007 - January 2009
JPMorgan Chase (formerly Washington Mutual Card Services) 2007 - 2009
JP Morgan Chase 2007 - 2009
Providian Financial March 2003 - February 2007
Firemans Fund Insurance Company December 2000 - May 2002
Firemans Fund Insurance Company September 1995 - November 2000
Firemans Fund Insurance Company 1993 - September 1995
Skills
Cross-functional Team..., Analytics, SQL, SDLC, Software Documentation, Strategy, CRM, Project Management, Data Analysis, Management, Analysis, Marketing, Enterprise Architecture, Direct Marketing, Segmentation, Quality Assurance
Education
Golden Gate University 1996 — 2000
BS, Computer Information Systems Mgmt
Stephanie Burton (f/Petersen)'s Charles Schwab Experience 1992 - 2004
Job Principal at Pro Bono Consulting
Industry Investment Management
Experience
Pro Bono Consulting October 2004 - Present
Charles Schwab 1992 - 2004
Firemans Fund Insurance Company 1980 - 1987
Skills
Asset Management, Mutual Funds
Education
University of San Francisco 1976 — 1980
BS, Finance
Golden Gate University
MBA
Golden Gate University, School of Law
J.D.
Pro Bono Consulting October 2004 - Present
Charles Schwab 1992 - 2004
Firemans Fund Insurance Company 1980 - 1987
Skills
Asset Management, Mutual Funds
Education
University of San Francisco 1976 — 1980
BS, Finance
Golden Gate University
MBA
Golden Gate University, School of Law
J.D.
Kurt Geselbracht's Charles Schwab Experience 1986 - 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
Charles Schwab 1986 - 2007
Education
Golden Gate University
MBA
University of California, Berkeley
BA
Charles Schwab 1986 - 2007
Education
Golden Gate University
MBA
University of California, Berkeley
BA
Heather Haberle's Charles Schwab Experience July 2014 - Present
Job Investment Writer/Communications Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab May 2010 - June 2014
Alps Fund Services October 2009 - May 2010
Skills
Series 7, Mutual Funds, Mathematics, Trading, Securities, Investments, Financial Analysis, Financial Reporting, Fund Accounting, Asset Managment, Series 63, Budgets, Accounting
Education
Gonzaga University 2004 — 2008
B.A, Business Administration (Law and Public Policy)
Gonzaga University 2004 — 2008
B.A, Mathematics
Albuquerque Academy 2000 — 2004
Charles Schwab July 2014 - Present
Charles Schwab May 2010 - June 2014
Alps Fund Services October 2009 - May 2010
Skills
Series 7, Mutual Funds, Mathematics, Trading, Securities, Investments, Financial Analysis, Financial Reporting, Fund Accounting, Asset Managment, Series 63, Budgets, Accounting
Education
Gonzaga University 2004 — 2008
B.A, Business Administration (Law and Public Policy)
Gonzaga University 2004 — 2008
B.A, Mathematics
Albuquerque Academy 2000 — 2004
Linda Riley Corona's Charles Schwab Experience 2003 - 2004
Job Consultant Senior Project Manager/Business Analyst at Bank of the West
Industry Computer Software
Experience
Bank of the West June 2015 - Present
Copart April 2013 - March 2015
PayPal October 2011 - April 2013
Bank of the West January 2011 - September 2011
Corona Business Systems, Inc. 2005 - 2011
Charles Schwab 2003 - 2004
Wells Fargo 2002 - 2003
Charles Schwab 1999 - 2001
Charles Schwab February 1997 - December 1998
Wells Fargo 1996 - 1997
Skills
Business Analysis, Financial Services, Business Intelligence, Data Warehousing, Project Management, Program Management, PMP, Integration, Data Modeling, Requirements Analysis, Data Integration, SDLC, Certified Project..., Teradata, Visio, Requirements Gathering, Databases, Agile Methodologies
Education
Golden Gate University
Graduate Work, Telecommunications Management
University of San Francisco
BS, Information Systems
Bank of the West June 2015 - Present
Copart April 2013 - March 2015
PayPal October 2011 - April 2013
Bank of the West January 2011 - September 2011
Corona Business Systems, Inc. 2005 - 2011
Charles Schwab 2003 - 2004
Wells Fargo 2002 - 2003
Charles Schwab 1999 - 2001
Charles Schwab February 1997 - December 1998
Wells Fargo 1996 - 1997
Skills
Business Analysis, Financial Services, Business Intelligence, Data Warehousing, Project Management, Program Management, PMP, Integration, Data Modeling, Requirements Analysis, Data Integration, SDLC, Certified Project..., Teradata, Visio, Requirements Gathering, Databases, Agile Methodologies
Education
Golden Gate University
Graduate Work, Telecommunications Management
University of San Francisco
BS, Information Systems
Gary Yi's Charles Schwab Experience June 1998 - August 2000
Job Systems Architect / VP at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2001 - Present
Zebu, Inc August 2000 - March 2001
Charles Schwab June 1998 - August 2000
Federal Reserve Bank of San Francisco June 1996 - June 1998
UC Berkeley January 1991 - June 1996
Skills
Disaster Recovery, SDLC, Information Security, Enterprise Architecture, Integration, --, ---, CISSP #44366 (2006), IT Strategy, Data Center, Vendor Management, Unix, IT Management, SharePoint, Cloud Computing, Visio, Process Improvement
Education
Golden Gate University 1997 — 2000
M.S., Telecommunications Management
San Francisco State University 1982 — 1987
B.S., Computer Science
Wells Fargo March 2001 - Present
Zebu, Inc August 2000 - March 2001
Charles Schwab June 1998 - August 2000
Federal Reserve Bank of San Francisco June 1996 - June 1998
UC Berkeley January 1991 - June 1996
Skills
Disaster Recovery, SDLC, Information Security, Enterprise Architecture, Integration, --, ---, CISSP #44366 (2006), IT Strategy, Data Center, Vendor Management, Unix, IT Management, SharePoint, Cloud Computing, Visio, Process Improvement
Education
Golden Gate University 1997 — 2000
M.S., Telecommunications Management
San Francisco State University 1982 — 1987
B.S., Computer Science
Randy Merk's Charles Schwab Experience Chief Investment OfficerAmerican Century InvestmentsJanuary 2001 - June 2002
Job Executive Vice President at Charles Schwab
Industry Investment Management
Experience
Charles Schwab Chief Investment OfficerAmerican Century InvestmentsJanuary 2001 - June 2002
Education
Golden Gate University 1981 — 1985
MBA, Finance
University of California, Davis 1972 — 1976
B.A., Political Science
Charles Schwab Chief Investment OfficerAmerican Century InvestmentsJanuary 2001 - June 2002
Education
Golden Gate University 1981 — 1985
MBA, Finance
University of California, Davis 1972 — 1976
B.A., Political Science
Robert Panlasigue's Charles Schwab Experience 1992 - 1994
Job Database Marketing and Campaign Manager at Apple Inc.
Industry Marketing and Advertising
Experience
Apple Inc. November 2010 - Present
Robert Panlasigue, Independent Consultant September 2008 - December 2010
Wells Fargo Bank 1995 - 2009
Charles Schwab 1992 - 1994
Skills
Analytics, Data Mining, Business Intelligence, CRM, SAS
Education
Golden Gate University 1980 — 1983
Masters Program, Finance
Apple Inc. November 2010 - Present
Robert Panlasigue, Independent Consultant September 2008 - December 2010
Wells Fargo Bank 1995 - 2009
Charles Schwab 1992 - 1994
Skills
Analytics, Data Mining, Business Intelligence, CRM, SAS
Education
Golden Gate University 1980 — 1983
Masters Program, Finance
Donna Zinman's Charles Schwab Experience January 1991 - December 2004
Job Financial Advisor at Capital Advantage, Inc.
Industry Financial Services
Experience
Capital Advantage, Inc. January 2005 - Present
Charles Schwab January 1991 - December 2004
Wells Fargo January 1988 - January 1990
Skills
Investment Strategies, Investments, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Allocation
Education
University of California, Berkeley 1999 — 2003
Certificate in Financial Planning, Personal Financial Planning
Golden Gate University 1991 — 1995
MBA, Business
Capital Advantage, Inc. January 2005 - Present
Charles Schwab January 1991 - December 2004
Wells Fargo January 1988 - January 1990
Skills
Investment Strategies, Investments, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Allocation
Education
University of California, Berkeley 1999 — 2003
Certificate in Financial Planning, Personal Financial Planning
Golden Gate University 1991 — 1995
MBA, Business
Brian LaBlanc's Charles Schwab Experience October 2006 - Present
Job Investment Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2006 - Present
District Student Ministries January 1999 - Present
Washington Mutual August 2004 - October 2006
Skills
Series 7, Series 63, Autodidact, Uniform Combined State..., Asset Allocation, Investments, Equities, Portfolio Management, Strategic Financial..., Public Speaking, Quicken, Event Planning, Development & delivery..., Project Management, Business Development, Team Leadership &..., Market Analysis, Microsoft Office, Bloomberg Terminal, Mainframe, Trading Systems, Mac & PC platforms, Conflict Resolution, Options Strategies, International Tax, Financial Services, Management, Mutual Funds, Securities, Leadership, Risk Management, Customer Service, Finance, Investment Strategies
Education
Glendale Community College 2002 — 2002
Employer sponsored
7, 63, Advanced Corporate Training in Banking & Securities Law, Finance, and Business Leadership
Charles Schwab October 2006 - Present
District Student Ministries January 1999 - Present
Washington Mutual August 2004 - October 2006
Skills
Series 7, Series 63, Autodidact, Uniform Combined State..., Asset Allocation, Investments, Equities, Portfolio Management, Strategic Financial..., Public Speaking, Quicken, Event Planning, Development & delivery..., Project Management, Business Development, Team Leadership &..., Market Analysis, Microsoft Office, Bloomberg Terminal, Mainframe, Trading Systems, Mac & PC platforms, Conflict Resolution, Options Strategies, International Tax, Financial Services, Management, Mutual Funds, Securities, Leadership, Risk Management, Customer Service, Finance, Investment Strategies
Education
Glendale Community College 2002 — 2002
Employer sponsored
7, 63, Advanced Corporate Training in Banking & Securities Law, Finance, and Business Leadership
Earl Howard's Charles Schwab Experience January 2010 - December 2011
Job Admissions Representative at Career Quest Learning Centers Lansing, MI
Industry Education Management
Experience
Career Quest Learning Centers, Inc. September 2015 - Present
Effex Management Solutions August 2014 - Present
Everest Institute January 2012 - July 2014
Workforce Strategies Inc. - WSI April 2013 - May 2014
Harrison College November 2010 - December 2011
Charles Schwab January 2010 - December 2011
GameStop August 2007 - August 2011
ITT Technical Institute August 2007 - November 2010
ITT Technical Institute January 2007 - August 2007
Skills
11 years customer..., 7 years in Educational..., Exceptional customer..., Proven problem-solving..., Record of rapid..., An energetic,..., Ability to perform..., Highly motivated and..., Account Management, H&R Block Tax Certified, Higher Education, Teaching, Student Affairs, Leadership, Interviews, Public Speaking, Time Management, Admissions, Program Management, Leadership Development, Sales, Career Counseling, Staff Development, Customer Service, Management
Education
Harrison College 2010 — 2013
Bachelor's Degree, Health/Health Care Administration/Management
Davenport Univeristy 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Olympia Career Training Institute 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Medical/Clinical Assistant
Grand Rapids Community College
Grand Rapids Community College
Career Quest Learning Centers, Inc. September 2015 - Present
Effex Management Solutions August 2014 - Present
Everest Institute January 2012 - July 2014
Workforce Strategies Inc. - WSI April 2013 - May 2014
Harrison College November 2010 - December 2011
Charles Schwab January 2010 - December 2011
GameStop August 2007 - August 2011
ITT Technical Institute August 2007 - November 2010
ITT Technical Institute January 2007 - August 2007
Skills
11 years customer..., 7 years in Educational..., Exceptional customer..., Proven problem-solving..., Record of rapid..., An energetic,..., Ability to perform..., Highly motivated and..., Account Management, H&R Block Tax Certified, Higher Education, Teaching, Student Affairs, Leadership, Interviews, Public Speaking, Time Management, Admissions, Program Management, Leadership Development, Sales, Career Counseling, Staff Development, Customer Service, Management
Education
Harrison College 2010 — 2013
Bachelor's Degree, Health/Health Care Administration/Management
Davenport Univeristy 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Olympia Career Training Institute 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Medical/Clinical Assistant
Grand Rapids Community College
Grand Rapids Community College
Beverly Yu's Charles Schwab Experience 2000 - 2001
Job Sr. Business Applications Analyst at Logitech
Industry Consumer Electronics
Experience
Logitech 2010 - Present
Logitech 2001 - 2010
Charles Schwab 2000 - 2001
Kaiser Permanente 1997 - 2000
Computer Curriculum Corporaton 1996 - 1997
Kaiser Permanente 1991 - 1996
Skills
Lotus Notes, Business Analysis, Integration, Business Development, Experienced Business..., Project Planning, Project Management, SDLC, Managing Offshore Teams, Applicant Tracking..., Web Applications, Databases, Collaboration Solutions, Problem Solving, Stakeholder Engagement, UAT Coordination, System Monitoring, Technical Support, Training, Project Design, Project Coordination, Web Content Management, Troubleshooting, Technical Training, Technical Documentation, Interpersonal Skills, Teamwork, Functional..., Configuration Management, Lotus Domino, Google Docs, Microsoft Office, Microsoft Project, Visio, Mockups, SQL
Education
Golden Gate University
Master’s Degree, Information Systems
San Francisco State University
Bachelor's degree, Management Information Systems, General
Logitech 2010 - Present
Logitech 2001 - 2010
Charles Schwab 2000 - 2001
Kaiser Permanente 1997 - 2000
Computer Curriculum Corporaton 1996 - 1997
Kaiser Permanente 1991 - 1996
Skills
Lotus Notes, Business Analysis, Integration, Business Development, Experienced Business..., Project Planning, Project Management, SDLC, Managing Offshore Teams, Applicant Tracking..., Web Applications, Databases, Collaboration Solutions, Problem Solving, Stakeholder Engagement, UAT Coordination, System Monitoring, Technical Support, Training, Project Design, Project Coordination, Web Content Management, Troubleshooting, Technical Training, Technical Documentation, Interpersonal Skills, Teamwork, Functional..., Configuration Management, Lotus Domino, Google Docs, Microsoft Office, Microsoft Project, Visio, Mockups, SQL
Education
Golden Gate University
Master’s Degree, Information Systems
San Francisco State University
Bachelor's degree, Management Information Systems, General
Mae Lyn Woo's Charles Schwab Experience November 2010 - August 2011
Job Finance Operations Manager at Genentech
Industry Biotechnology
Experience
Genentech 2015 - Present
GRID Alternatives 2012 - 2015
Charles Schwab November 2010 - August 2011
Thoratec Corporation December 2008 - July 2011
Global Learning Alliance, Inc January 2006 - December 2008
Independent Press Association January 2001 - January 2002
Ewing & Associates, Inc January 2000 - January 2001
American Champion Entertainment, Inc January 1998 - January 2000
American Championship Entertainment, Inc. 1998 - 2000
Self employed January 1997 - January 1998
Skills
Forecasting, Strategy, Analysis, Budgets, Finance, Management, Accounting, Business Planning, Auditing, Leadership, Coaching, Project Management, Process Improvement, Strategic Planning, Project Planning, Cross-functional Team...
Education
Golden Gate University
Master of Science
University of Nevada
Bachelors of Science, Finance/Accounting
Genentech 2015 - Present
GRID Alternatives 2012 - 2015
Charles Schwab November 2010 - August 2011
Thoratec Corporation December 2008 - July 2011
Global Learning Alliance, Inc January 2006 - December 2008
Independent Press Association January 2001 - January 2002
Ewing & Associates, Inc January 2000 - January 2001
American Champion Entertainment, Inc January 1998 - January 2000
American Championship Entertainment, Inc. 1998 - 2000
Self employed January 1997 - January 1998
Skills
Forecasting, Strategy, Analysis, Budgets, Finance, Management, Accounting, Business Planning, Auditing, Leadership, Coaching, Project Management, Process Improvement, Strategic Planning, Project Planning, Cross-functional Team...
Education
Golden Gate University
Master of Science
University of Nevada
Bachelors of Science, Finance/Accounting
Chris Stillwell's Charles Schwab Experience December 2012 - Present
Job Fixed Income Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Charles Schwab October 2009 - December 2012
Skills
Series 7, Series 66, Fixed Income, Investments, Securities, Mutual Funds, Equities, Retirement Planning, Financial Services
Education
Grand Canyon University 2009 — 2012
MBA, Finance and Financial Management Services
University of Oklahoma
Bachelor of Science (B.S.), Political Science and Government
Charles Schwab December 2012 - Present
Charles Schwab October 2009 - December 2012
Skills
Series 7, Series 66, Fixed Income, Investments, Securities, Mutual Funds, Equities, Retirement Planning, Financial Services
Education
Grand Canyon University 2009 — 2012
MBA, Finance and Financial Management Services
University of Oklahoma
Bachelor of Science (B.S.), Political Science and Government
Naftuli Furman's Charles Schwab Experience January 1997 - January 2001
Job Automation QA at Intel
Industry Semiconductors
Experience
Intel November 2010 - Present
Intel CorporationContractor November 2010 - Present
Intel August 2010 - Present
2009 - 2010 Cisco SystemsContractor August 2010 - November 2010
Cisco Systems November 2009 - July 2010
2009 - 2009 January 2008 - December 2008
Google World Headquarters October 2007 - April 2008
Charles Schwab January 1997 - January 2001
Charles Schwab January 1997 - January 2001
WorkComp Corp January 1993 - January 1997
Education
Golden Gate University
Science Degree, Computer Information Systems
Intel November 2010 - Present
Intel CorporationContractor November 2010 - Present
Intel August 2010 - Present
2009 - 2010 Cisco SystemsContractor August 2010 - November 2010
Cisco Systems November 2009 - July 2010
2009 - 2009 January 2008 - December 2008
Google World Headquarters October 2007 - April 2008
Charles Schwab January 1997 - January 2001
Charles Schwab January 1997 - January 2001
WorkComp Corp January 1993 - January 1997
Education
Golden Gate University
Science Degree, Computer Information Systems
Katie (Everton) Trevett's Charles Schwab Experience April 1999 - January 2000
Job Office Manager at Desert View Counseling and Consulting
Industry Mental Health Care
Experience
Desert View Counseling and Consulting January 2007 - Present
State Farm Insurance November 2001 - December 2006
Prudential Financial January 2000 - October 2001
Charles Schwab April 1999 - January 2000
Skills
Microsoft Office, Helper Processing System, Exell, Medical Billing, Customer Service, Accounts Receivable, Accounts Payable, Heavy Phones, Mental Health Counseling, CPT
Education
Glendale Community College 1998 — 1999
Associate's degree, Business Administration and Management, General
Thunderbird High School 1994 — 1998
High school Deploma, General Studies
Desert View Counseling and Consulting January 2007 - Present
State Farm Insurance November 2001 - December 2006
Prudential Financial January 2000 - October 2001
Charles Schwab April 1999 - January 2000
Skills
Microsoft Office, Helper Processing System, Exell, Medical Billing, Customer Service, Accounts Receivable, Accounts Payable, Heavy Phones, Mental Health Counseling, CPT
Education
Glendale Community College 1998 — 1999
Associate's degree, Business Administration and Management, General
Thunderbird High School 1994 — 1998
High school Deploma, General Studies
Obi Nnorom's Charles Schwab Experience 1992 - 2009
Job NOC INC DBA:filta fry
Industry Consumer Services
Experience
NOC INC DBA FILTA FRY OF AZ October 2009 - Present
Charles Schwab 1992 - 2009
Education
Golden Gate University 1990 — 1992
MBA, Operations Management
NOC INC DBA FILTA FRY OF AZ October 2009 - Present
Charles Schwab 1992 - 2009
Education
Golden Gate University 1990 — 1992
MBA, Operations Management
Dominic Varrone's Charles Schwab Experience August 2012 - Present
Job Remote Desktop Support at Charles Schwab
Industry Construction
Experience
Charles Schwab August 2012 - Present
Kenyon Plastering Inc. April 2005 - November 2011
Harkins Theatres November 2003 - May 2005
Skills
Linux Server, Windows XP Professional, Cisco devices, Windows 7, Malware Analysis, Computer Hardware..., Mobile Devices, TCP/IP, VPN, windows 8, Microsoft Office, Troubleshooting, XP
Education
University of Phoenix 2011 — 2013
BSIT/NTC, Information Technology
Glendale Community College 2005 — 2008
Associate of Applied Science, Audio Production
Charles Schwab August 2012 - Present
Kenyon Plastering Inc. April 2005 - November 2011
Harkins Theatres November 2003 - May 2005
Skills
Linux Server, Windows XP Professional, Cisco devices, Windows 7, Malware Analysis, Computer Hardware..., Mobile Devices, TCP/IP, VPN, windows 8, Microsoft Office, Troubleshooting, XP
Education
University of Phoenix 2011 — 2013
BSIT/NTC, Information Technology
Glendale Community College 2005 — 2008
Associate of Applied Science, Audio Production
Steven Pinch's Charles Schwab Experience April 1996 - October 2000
Job Regional HR Business Partner for the Americas
Industry Medical Devices
Experience
Flextronics International September 2014 - Present
Rio Salado College March 2012 - Present
Flextronics International April 2014 - September 2014
SMPinch Consulting January 2013 - April 2014
MSS Technologies, Inc April 2012 - January 2013
MSS Technologies July 2008 - April 2012
Airographics, Inc. July 2005 - January 2010
MDS Communications Corp June 2003 - April 2005
TCH - The Centers for Habilitation February 2001 - March 2003
Charles Schwab April 1996 - October 2000
Skills
Change Management, Organizational..., Leadership Development, Team Building, Strategic Planning, Training, Mergers, Vendor Management, Strategy, Business Strategy, Resource Management, Human Resources, Teaching, Sales, Sales Management, Strategic Financial..., Personal Financial...
Education
Ottawa University-Phoenix 1994 — 1996
Bachelor's degree, Business Administration and Management, Accounting
Grand Canyon University
Flextronics International September 2014 - Present
Rio Salado College March 2012 - Present
Flextronics International April 2014 - September 2014
SMPinch Consulting January 2013 - April 2014
MSS Technologies, Inc April 2012 - January 2013
MSS Technologies July 2008 - April 2012
Airographics, Inc. July 2005 - January 2010
MDS Communications Corp June 2003 - April 2005
TCH - The Centers for Habilitation February 2001 - March 2003
Charles Schwab April 1996 - October 2000
Skills
Change Management, Organizational..., Leadership Development, Team Building, Strategic Planning, Training, Mergers, Vendor Management, Strategy, Business Strategy, Resource Management, Human Resources, Teaching, Sales, Sales Management, Strategic Financial..., Personal Financial...
Education
Ottawa University-Phoenix 1994 — 1996
Bachelor's degree, Business Administration and Management, Accounting
Grand Canyon University
Linda Yin's Charles Schwab Experience January 2008 - April 2008
Job Experienced Associate at C. G. UHLENBERG LLP
Industry Accounting
Experience
C. G. UHLENBERG LLP October 2013 - May 2014
Mok Accountancy Corporation January 2012 - October 2013
Paceman A. G May 2011 - December 2011
Charles Schwab January 2008 - April 2008
Skills
Tax, Accounting, Financial Reporting, Financial Planners, Tax Preparation, Income Tax, Financial Accounting, Account Reconciliation, Financial Statements, General Ledger, Auditing, Financial Analysis, Tax Returns, High Net Worth..., QuickBooks
Education
Golden Gate University 2007 — 2009
MS, Taxation
San Francisco State University 2005 — 2007
BS, Accounting
C. G. UHLENBERG LLP October 2013 - May 2014
Mok Accountancy Corporation January 2012 - October 2013
Paceman A. G May 2011 - December 2011
Charles Schwab January 2008 - April 2008
Skills
Tax, Accounting, Financial Reporting, Financial Planners, Tax Preparation, Income Tax, Financial Accounting, Account Reconciliation, Financial Statements, General Ledger, Auditing, Financial Analysis, Tax Returns, High Net Worth..., QuickBooks
Education
Golden Gate University 2007 — 2009
MS, Taxation
San Francisco State University 2005 — 2007
BS, Accounting
Tim Acosta's Charles Schwab Experience January 2004 - May 2007
Job Support at Bank of America
Industry Banking
Experience
Bank of America October 2011 - Present
Vanguard October 2009 - July 2010
Genworth Financial Trust Company September 2007 - October 2009
Charles Schwab January 2004 - May 2007
Education
Glendale Community College
Electronics
Bank of America October 2011 - Present
Vanguard October 2009 - July 2010
Genworth Financial Trust Company September 2007 - October 2009
Charles Schwab January 2004 - May 2007
Education
Glendale Community College
Electronics
Marcus Muhammad's Charles Schwab Experience September 1997 - August 2002
Job Sales, Web Management at FCI INC.
Industry Publishing
Experience
FCI INC. August 2002 - Present
Charles Schwab September 1997 - August 2002
Skills
Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Risk Management, Banking, Access, Investments, Strategic Planning, Credit, Insurance, Portfolio Management, Process Improvement, Budgets, Accounting, Research
Education
Glendale Community College 1986 — 1988
Business Administration and Management, General
FCI INC. August 2002 - Present
Charles Schwab September 1997 - August 2002
Skills
Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Risk Management, Banking, Access, Investments, Strategic Planning, Credit, Insurance, Portfolio Management, Process Improvement, Budgets, Accounting, Research
Education
Glendale Community College 1986 — 1988
Business Administration and Management, General
Ernie Hinojosa's Charles Schwab Experience July 2007 - July 2011
Job Account Executive at CIGNA
Industry Health, Wellness and Fitness
Experience
CIGNA July 2012 - Present
CIGNA July 2012 - Present
Waste Management March 2012 - July 2012
Merrill Lynch July 2011 - December 2011
Charles Schwab July 2007 - July 2011
Charles Schwab 2007 - 2011
USAA January 2005 - July 2007
USAA May 2004 - July 2007
American Express May 2002 - January 2005
Education
University of Phoenix 2007 — 2009
MBA, Bunsiness Management
Texas A&M University-Kingsville 1997 — 2002
Bachelors, Finance
Grand Canyon University
B.A, Accounting
Texas A&M Kingsville
B.A, Finance
University of Phoenix
MBA, Business
CIGNA July 2012 - Present
CIGNA July 2012 - Present
Waste Management March 2012 - July 2012
Merrill Lynch July 2011 - December 2011
Charles Schwab July 2007 - July 2011
Charles Schwab 2007 - 2011
USAA January 2005 - July 2007
USAA May 2004 - July 2007
American Express May 2002 - January 2005
Education
University of Phoenix 2007 — 2009
MBA, Bunsiness Management
Texas A&M University-Kingsville 1997 — 2002
Bachelors, Finance
Grand Canyon University
B.A, Accounting
Texas A&M Kingsville
B.A, Finance
University of Phoenix
MBA, Business
Larry Souza's Charles Schwab Experience January 2006 - January 2009
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
Johnson/Souza Group, Inc January 2009 - December 2011
Solari Investments, LLC January 2010 - March 2010
Charles Schwab January 2006 - January 2009
Johnson/Souza Group, Inc.; The Commercial Real Estate Group, Inc.; Quantum Advisors March 2003 - January 2006
True Bread Properties Inc. March 1996 - March 2003
Metric Realty Advisors, Inc January 1995 - January 1996
Mellon/McMahan Real Estate Advisors January 1992 - January 1995
Norris, Beggs & Simpson Commercial Brokerage January 1990 - January 1992
Grubb & Ellis Commercial Brokerage January 1989 - January 1990
Education
FINRA
Series 7, 66.
Golden Gate University 2000 — 2012
Doctorate of Business Administration (DBA), Corporate Finance: Modern-Post Modern Real Estate
San Francisco State University 2003 — 2010
MA, Political Science, Policy Analysis
Golden Gate University 1996 — 2008
MS, Finance and Investments
University of San Francisco 2002 — 2003
MS, Information Systems
San Francisco State University 1998 — 2002
MPA, Public Administration (Finance/Urban Studies)
San Francisco State University 1990 — 1995
MA, Applied Economics
San Francisco State University, College of Business 1983 — 1989
BS, Business Administration: Accounting, Finance, Banking and Real Estate
San Francisco State University 1983 — 1988
BA, Economics
New York Life Insurance Company October 2010 - Present
Johnson/Souza Group, Inc January 2009 - December 2011
Solari Investments, LLC January 2010 - March 2010
Charles Schwab January 2006 - January 2009
Johnson/Souza Group, Inc.; The Commercial Real Estate Group, Inc.; Quantum Advisors March 2003 - January 2006
True Bread Properties Inc. March 1996 - March 2003
Metric Realty Advisors, Inc January 1995 - January 1996
Mellon/McMahan Real Estate Advisors January 1992 - January 1995
Norris, Beggs & Simpson Commercial Brokerage January 1990 - January 1992
Grubb & Ellis Commercial Brokerage January 1989 - January 1990
Education
FINRA
Series 7, 66.
Golden Gate University 2000 — 2012
Doctorate of Business Administration (DBA), Corporate Finance: Modern-Post Modern Real Estate
San Francisco State University 2003 — 2010
MA, Political Science, Policy Analysis
Golden Gate University 1996 — 2008
MS, Finance and Investments
University of San Francisco 2002 — 2003
MS, Information Systems
San Francisco State University 1998 — 2002
MPA, Public Administration (Finance/Urban Studies)
San Francisco State University 1990 — 1995
MA, Applied Economics
San Francisco State University, College of Business 1983 — 1989
BS, Business Administration: Accounting, Finance, Banking and Real Estate
San Francisco State University 1983 — 1988
BA, Economics
Nily Levy's Charles Schwab Experience July 2005 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2005 - Present
Education
Golden Gate University
BS Finance
Charles Schwab July 2005 - Present
Education
Golden Gate University
BS Finance
Pauline Blanton's Charles Schwab Experience May 1997 - Present
Job
Industry
Experience
Charles Schwab May 1997 - Present
Education
Grand Valley State University
Bachelor of Business Administration (B.B.A.), Finance and economics
Charles Schwab May 1997 - Present
Education
Grand Valley State University
Bachelor of Business Administration (B.B.A.), Finance and economics
Nancy (White) Adams's Charles Schwab Experience March 2008 - November 2013
Job Vice President Enterprise Project Office Bank of the West
Industry Banking
Experience
Bank of the West November 2013 - Present
Charles Schwab March 2008 - November 2013
Amon Services, Inc. June 2000 - February 2008
Charles Schwab June 1983 - May 1999
Skills
Financial Services, Risk Management, Asset Management, Portfolio Management, Investments, Business Analysis, SDLC, Program Management, Leadership, Project Management, Software Project..., Finance, Vendor Management, Process Improvement, Banking
Education
Golden Gate University 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Berkeley 1978 — 1982
Bachelor of Arts (BA), Psychology
The American University in Cairo 1980 — 1981
Study Abroad, Arabic Language & Society
Bank of the West November 2013 - Present
Charles Schwab March 2008 - November 2013
Amon Services, Inc. June 2000 - February 2008
Charles Schwab June 1983 - May 1999
Skills
Financial Services, Risk Management, Asset Management, Portfolio Management, Investments, Business Analysis, SDLC, Program Management, Leadership, Project Management, Software Project..., Finance, Vendor Management, Process Improvement, Banking
Education
Golden Gate University 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Berkeley 1978 — 1982
Bachelor of Arts (BA), Psychology
The American University in Cairo 1980 — 1981
Study Abroad, Arabic Language & Society
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank