Charles Schwab

Industry: Financial services company

Description

The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,

Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.

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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
Linda Drucker Linda Drucker San Francisco, California Details
Linda Drucker's Charles Schwab Experience January 2011 - Present
Job Associate General Counsel, Regulatory Enforcement & Arbitration at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2011 - Present
Charles Schwab   January 1999 - January 2011
Charles Schwab   May 1996 - January 1999
Heller Ehrman  January 1990 - May 1996

Skills
Broker-Dealer, Regulatory Compliance, Securities Litigation, Corporate Governance, Internal Investigations, Management, Legal Advisory, Contract Negotiation, Arbitration, Insurance, Mediation, Intellectual Property..., Settlement Agreements, Dispute Settlement, Complaint Investigations, Client Counseling, Litigation, Securities, Due Diligence, Legal Writing, Commercial Litigation, FINRA, Mergers & Acquisitions, Securities Regulation, Class Actions, Corporate Law

Education
Harvard University
Bachelor of Arts (B.A.), Political Science and Government

Stanford University Law School
Juris Doctor, Banking, Corporate, Finance, and Securities Law

Oceanside High School

Nichole Snyder Nichole Snyder Greater Denver Area Details
Nichole Snyder's Charles Schwab Experience April 2013 - Present
Job Managing Director of Employee Loyalty at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2013 - Present
Booz Allen Hamilton  October 2003 - April 2013

Skills
Strategic Communications, Stakeholder Analysis, Stakeholder Management, Stakeholder Engagement, Writing, Editing, Business Process Mapping, Change Management, Training, Social Media, Knowledge Management, Process Improvement, Program Management, Speech Writing, Internal Communications, Government, Business Process..., Strategy, Analysis, Leadership, Management, Strategic Planning, Management Consulting, Project Management

Education
Hawaii Pacific University   2004 — 2005
Graduate Certificate, Organizational Change and Design

Western Michigan University   1998 — 2002
Bachelor of Arts (B.A.), Organizational Communication, General

Brett Grau AAMS® Brett Grau AAMS® Englewood, Colorado Details
Brett Grau AAMS®'s Charles Schwab Experience December 2013 - Present
Job Manager Portfolio Solutions Group at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 2013 - Present
Personal Capital  August 2013 - December 2013
Charles Schwab   December 2010 - August 2013
Bank of Hawaii  July 2009 - December 2010
Cars.com  January 2007 - July 2009

Skills
NASD Series 7, NASD Series 66, nasd series 8, FINRA, Trading, Equities, Portfolio Management, Investments, Asset Managment, Financial Modeling, Financial Analysis, Securities, Insurance, Valuation, Financial Services, Uniform Combined State..., Series 7, Leadership, Management, Asset Management

Education
Hawaii Pacific University   2001 — 2005
Bachelor of Science, Business Administration

Crossfit!

Gyula JD Dargai Gyula JD Dargai Austin, Texas Area Details
Gyula JD Dargai's Charles Schwab Experience December 2014 - Present
Job Financial Service Professional
Industry Financial Services
Experience
Charles Schwab   December 2014 - Present
Legacy Protection Assurance, LLC   March 2014 - October 2014
Academy Sports + Outdoors  June 2013 - June 2014
Capstone Treatment Center  May 2012 - June 2013
Center for Spiritual Leadership, Harding University   January 2011 - May 2012
Nikken UK   December 2007 - July 2009

Skills
Leadership, Financial Services, Leadership Development, Teamwork, Training, Public Speaking, Customer Service, Event Management, Fundraising, Basketball, Coaching, Sports, Management, Team Leadership, Advertising, Translation, Public Relations, Social Networking, Social Media Marketing, Microsoft Excel, Volunteer Management, Staff Development, Creative Writing, Marketing Communications, International Relations, Event Planning, Social Media, Marketing, Microsoft Office, Research, Team Building, Mission Work, Sales, Interpretation, Life Insurance, Property & Casualty..., Wealth Management, Editing

Education
Harding University   2009 — 2012
Bachelor of Ministry (BMIN), Biblical/Leadership, 3.86

Brian Ishihara Brian Ishihara Honolulu, Hawaii Details
Brian Ishihara's Charles Schwab Experience July 2002 - December 2004
Job Investment Specialist/Member at Mosaic Pacific Investment Advisor, LLC.
Industry Financial Services
Experience
Mosaic Pacific Investment Advisor, LLC.   December 2013 - Present
Lee Financial Group   December 2004 - December 2013
Charles Schwab   July 2002 - December 2004
Charles Schwab   May 1987 - February 1999

Skills
Wealth Management, Alternative Investments, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Mutual Funds, Retirement Planning, Equities, Asset Management, Strategic Financial..., Investment Management, Securities, Financial Services, Financial Advisory, Investment Advisory, Retirement, High Net Worth..., Financial Planners

Education
Hawaii Pacific University

Kenneth R. George Kenneth R. George Lincoln, California Details
Kenneth R. George's Charles Schwab Experience January 1990 - April 1993
Job President at Financial Services Resource Corp.
Industry Financial Services
Experience
Financial Services Resource Corp.   June 1995 - Present
CoreLink Resources, Inc.   April 1993 - July 1995
Charles Schwab   January 1990 - April 1993

Skills
Turn Around Management, Start-ups, Executive Management, Strategic Planning, Action Planning, Senior Administrative..., Senior Sales Management, Sales Interviewing and..., Sales Training Programs, Corporate Budgeting, Division Budgeting, P&L Management, Team Building, Building High..., Management, Sales Management

Education
SIA Wharton Program   1972 — 1973
Business Administration and Management, Securities Industry

Grove City College   1961 — 1965
BA, Business Administration

Colin Dean Colin Dean Denver, Colorado Details
Colin Dean's Charles Schwab Experience July 2014 - Present
Job Specialist Financial Crimes Investigations at Charles Schwab
Industry Accounting
Experience
Charles Schwab   July 2014 - Present
BKD CPAs & Advisors  2010 - 2012
Lindsey Software  October 2008 - November 2009

Skills
Accounting, Finance, Economics, Auditing, Consulting, Analytics, Financial Accounting, Cost Accounting, Fund Accounting, Managerial Finance, Personal Finance, Customer Service, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Management, Microsoft Excel, Microsoft Office, PowerPoint

Education
Harding University   2004 — 2008
Bachelor of Business Administration (BBA), Accounting

Carla Arnold Foster Carla Arnold Foster San Francisco Bay Area Details
Carla Arnold Foster's Charles Schwab Experience February 1997 - March 2006
Job COO at BizWorld.org Headquarters
Industry Nonprofit Organization Management
Experience
BizWorld.org Headquarters   January 2014 - Present
Women's Initiative  June 2006 - January 2014
Charles Schwab   February 1997 - March 2006
Charles Schwab   February 1997 - March 2004

Skills
Succession Planning, Marketing, Recruiting, Organizational..., Leadership Development, Employee Engagement, Talent Management, Talent Acquisition, Strategy, Sponsorship, Strategic Partnerships, Investor Education, Marketing, Emerging..., Integrated Marketing

Education
Harvard Business School
MBA

Stanford University
BA, Organizational Behavior

Jonathan Thomas Hertneky Jonathan Thomas Hertneky Austin, Texas Details
Jonathan Thomas Hertneky's Charles Schwab Experience September 2014 - Present
Job Broker Specialist Austin eServices Team
Industry Financial Services
Experience
Charles Schwab   September 2014 - Present
Mutual of Omaha  August 2012 - September 2014
Landry's Restaurants  May 2010 - November 2012
TEAM - Ingles y mas   September 2010 - December 2010
Grove City College  August 2006 - May 2010
Walt Disney World  August 2008 - January 2009
Robert Peirce & Associates P.C   May 2008 - August 2008
Landry's Restaurants  May 2008 - August 2008

Skills
Event Planning, Employee Benefits, Fixed Annuities, Microsoft Office, Retirement Planning, Financial Services, Disability Insurance, Management, Securities, Facebook, Social Media, PowerPoint, Photography, Estate Planning, Life Insurance, Microsoft Excel, Marketing, Sales, Writing, Critical Illness, Mutual Funds, Photoshop, Wine, Buy-sell Agreements, Business Management, Medicare Prescription..., Medicare, Group Benefit Plans, Long Term Care Insurance, Key Person Protection

Education
Grove City College   2006 — 2010
B.S., Marketing Management / Communications

Bethel Park Senior High School   2002 — 2006
Diploma, General Studies

Heather (Bray) Hildebrand Heather (Bray) Hildebrand Austin, Texas Area Details
Heather (Bray) Hildebrand's Charles Schwab Experience October 2003 - December 2006
Job Director, Demand Generation at Spredfast
Industry Marketing and Advertising
Experience
Spredfast  April 2015 - Present
Spredfast  July 2013 - March 2015
HomeAway, VRBO, VacationRentals   July 2010 - April 2013
AMD  January 2007 - July 2010
Charles Schwab   October 2003 - December 2006
Alticast  February 2002 - September 2003
ProsoftTraining   January 2001 - October 2001
pcOrder  April 2000 - October 2000
Goldman Sachs  June 1999 - March 2000

Skills
Lead Generation, SEM, Strategic Partnerships, Web Analytics, SEO, PPC, Demand Generation, Interactive Marketing, Product Marketing, Content Management, Strategy, Organic Search, User Generated Content, Usability Testing, E-commerce, Affiliate Marketing, Integrated Marketing, Social Media Marketing, Content Strategy, Retention Strategies, Loyalty Marketing, Website Merchandising, Offer Development, Marketing Operations, Subscriptions, B2B Marketing Strategy, B2C marketing, Retail Marketing, Direct Response, Acquisition Campaigns, Subscription, Promotions, Salesforce.com, Marketo, Social Media, Twitter Marketing, LinkedIn Advertising, Email Marketing, Marketing, Marketing Strategy, Online Marketing, CRM, Online Advertising, Management

Education
Hamilton College   1995 — 1999
BA, American Studies

Tabor Academy   1993 — 1995

University of East Anglia
Year Abroad, American/United States Studies/Civilization

Jamila Collins Jamila Collins San Francisco Bay Area Details
Jamila Collins's Charles Schwab Experience February 2001 - December 2002
Job Project Manager at Fremont Bank
Industry Banking
Experience
Fremont Bank  March 2009 - Present
Fremont Bank  November 2007 - March 2009
Kaiser Permanente  January 2005 - June 2007
United Behavioral Health  November 2003 - January 2005
Charles Schwab   February 2001 - December 2002
Charles Schwab   January 2000 - January 2001

Skills
Banking, Customer Service, Leadership, Incentive Compensation..., Incentive Programs, Sales Commissions, Commission Analysis, Commission Plans, Variance Analysis, Financial Analysis, Finance, Credit, Business Analysis, Vendor Management, Process Improvement, Loans, Sales, Management, Risk Management, Mortgage Lending, Team Building, Retail Banking, Customer Experience, Call Centers, Training, Project Management, Analysis, Financial Services

Education
Hampton University
Bachelor's Degree, Finance, General, Graduated with honors.

Lowell High School
High School

Martin Luther King

Martin Luther King

Doug Hendrickson Doug Hendrickson San Francisco Bay Area Details
Doug Hendrickson's Charles Schwab Experience 2013 - 2015
Job Experienced Finance Executive
Industry Financial Services
Experience
Charles Schwab   2013 - 2015
Charles Schwab   2011 - 2013
Charles Schwab   2010 - 2012
Charles Schwab   2007 - 2011
Charles Schwab   2004 - 2007
Charles Schwab   2003 - 2004
Charles Schwab   1999 - 2003
Charles Schwab   1997 - 1999
Arthur Andersen & Co.   1991 - 1995
National Bureau of Economic Research  1990 - 1991

Education
Stanford Graduate School of Business
MBA

Harvard College
Bachelor of Arts (BA) cum laude, Economics

Laurie Thomas Laurie Thomas San Francisco Bay Area Details
Laurie Thomas's Charles Schwab Experience February 2008 - Present
Job Field Integration Project Manager in Financial Services, PMP Certified
Industry Financial Services
Experience
Charles Schwab   February 2008 - Present
Charles Schwab   January 2006 - January 2008
Charles Schwab   May 2002 - January 2006
Charles Schwab   April 1999 - April 2002
Charles Schwab   May 1997 - April 1999
Charles Schwab   January 1996 - May 1997

Skills
Integration, Project Management, PMO, Business Process..., Program Management, Business Analysis, Project Planning, Six Sigma, Process Improvement, Management, Training, Leadership, Project Portfolio..., Customer Service, Business Intelligence, MS Project, Agile Project Management, Visio, Product Development, Strategy, Change Management, Product Management, Team Building, SaaS, Vendor Management, Cross-functional Team..., Team Leadership, Software Development, Budgets, Data Analysis, Portfolio Management, Requirements Analysis, CRM, Strategic Planning, Software Project..., Management Consulting, Financial Services, Corporate Communications, Crisis Communications, Sales Enablement, Acess, Strategic Communications, Employee Training, Internal Communications, Customer Surveys, Project Coordination, risk managmeent, Banking, PMP

Education
Guilford College
Bachelors, English and Psychology

University of North Carolina at Greensboro
Masters, Social Psychology

Lucy McCullough Lucy McCullough San Francisco Bay Area Details
Lucy McCullough's Charles Schwab Experience June 2014 - August 2014
Job Market Development Representative at TalentBin
Industry Internet
Experience
TalentBin  August 2015 - Present
The CBW Group   June 2015 - Present
Clover Food Lab, Inc  September 2014 - December 2014
Charles Schwab   June 2014 - August 2014
Comcast  August 2013 - November 2013
Swimarin   February 2010 - July 2013

Skills
Leadership, Public Speaking, PowerPoint, CisionPoint, Microsoft Excel, JavaScript, Photoshop, Stata, InDesign, Microsoft Office, Data Analysis, Research, Management, Marketing, Social Media, Microsoft Word, Advertising, Event Planning, Constant Contact, Public Relations, Sales, Social Media Marketing, Communication

Education
Harvard University   2011 — 2015
Bachelor of Arts (B.A.), Psychology

Marin Academy High School   2007 — 2011

Tony Hutton Tony Hutton Indianapolis, Indiana Details
Tony Hutton's Charles Schwab Experience 1995 - 2003
Job Portfolio Consultant at Schwab Private Client Investment Advisory, Inc. (Affiliate of Charles Schwab & Co., Inc.)
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. (Affiliate of Charles Schwab & Co., Inc)   August 2014 - Present
Golden Tech - IT Services   2011 - 2012
Quantitative Advantage, LLC (QA)   2005 - 2007
Diversified Investment Advisors  2003 - 2005
Charles Schwab   1995 - 2003

Skills
Business Analysis, Strategy, Portfolio Management, Project Management, Equities, Options, Marketing, Risk Management, Microsoft Office, Email Marketing, Marketing Strategy, Finance, Management, Derivatives, Customer Service, Business Intelligence, Sales, New Business Development, Business Strategy, Asset Management, Stock Market, Investments, Trading Systems, Analytics

Education
Marquette University
Business Administration, Economics

Harvard University
Computer Science / Java Programming

Jenna Page Jenna Page Phoenix, Arizona Area Details
Jenna Page's Charles Schwab Experience April 1995 - April 1996
Job Owner, Land and Cruise Vacation Specialist
Industry Leisure, Travel & Tourism
Experience
Cruise Planners  July 2014 - Present
Google  August 2015 - September 2015
Soloman Smith Barney  September 2003 - May 2005
Merrill Lynch  July 2000 - August 2003
Merrill Lynch  July 1996 - July 2000
Charles Schwab   April 1995 - April 1996
Charles Schwab   October 1992 - March 1995
Clear Channel Communications - WINZ/WZTA   October 1990 - September 1993
WPLG TV  September 1989 - September 1990
MTV Networks, New York , NY   August 1987 - July 1989

Skills
Film Production, Film Editing, Screenwriting, Video Production, Video Editing, Investments, Loans, Brokerage, Series 63, Series 7, Final Cut Pro, Video, Customer Service, Public Speaking, Sales, Editing, Social Networking, Call Centers, Blogging, Social Media, Facebook, Creative Writing, Photography, Management, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Marketing, Incentive Travel, Travel Management, Vacation, Cruises, Team Building, Strategic Planning, Public Relations, Online Advertising, Online Marketing, Entrepreneurship, Budgets, Hospitality, Negotiation, New Business Development, Small Business, Leadership, Advertising, Tourism, Hotels, Resorts, Leisure Travel

Education
New York University   1985 — 1989
Bachelor of Fine Arts (BFA), Cinematography and Film/Video Production

Hartwick College   1985 — 1987
Bachelor of Arts (B.A.)

Carl Landauer Carl Landauer San Francisco Bay Area Details
Carl Landauer's Charles Schwab Experience 1996 - 2009
Job Corporate, Securities, ECommerce & International Lawyer
Industry Legal Services
Experience
Fuhu, Inc  May 2015 - Present
LOYAL3  2009 - December 2014
Charles Schwab   1996 - 2009
Farella Braun + Martel LLP  1995 - 1996
Heller, Ehrman, White & McAuliffe   1991 - 1995
McGill University  1986 - 1987
Stanford University  1984 - 1986
Yale University  1982 - 1984

Skills
Securities Regulation, Mergers & Acquisitions, Privacy Law, Securities, Intellectual Property, Corporate Law, Corporate Governance, Legal Writing, Legal Advice, Mergers, Licensing, Financial Services, Joint Ventures, International Law, E-commerce, AML, Start-ups, Risk Management, Internatonal...

Education
Harvard Law School
J.D.

Yale University
Ph.D., History

Stanford University
A.B., History

Paul Chua Paul Chua San Francisco Bay Area Details
Paul Chua's Charles Schwab Experience July 2011 - February 2012
Job Marketing at Google
Industry Retail
Experience
Google  June 2015 - Present
Credit Karma  June 2014 - June 2015
Hewlett-Packard  September 2013 - June 2014
One Kings Lane  February 2012 - September 2013
Charles Schwab   July 2011 - February 2012
Charles Schwab   April 2007 - October 2011
Idealsound   October 2002 - May 2009
Wherify Wireless  January 2007 - April 2007
Cisco Systems  June 2006 - January 2007
Orchard Supply Hardware  August 2001 - May 2004

Skills
Microsoft SQL Server, Access, SQL, ExactTarget, HTML, Authoria, Visual Basic, E-commerce, MySQL, Databases, Microsoft Office, Scene7, Business Intelligence, Email Marketing, Photoshop, VBA, Dreamweaver, Scene 7, ampScript, Oracle, Analysis, Web Applications, Management, Testing, Web Development, Quality Assurance, Project Management, Visio, Analytics, SDLC, Leadership, Business Objects, Vendor Management, Business Analysis, SaaS, CRM, Entrepreneurship, Marketing, Networking, Salesforce.com, Web Analytics, Data Analysis, Agile Methodologies, Data Mining, Enterprise Software, Product Management, Strategy, Strategic Partnerships, Start-ups, Cross-functional Team...

Education
Harvard University
Master of Liberal Arts Candidate, Digital Media

University of California, Riverside
Bachelor of Science, Computer Science

Bard Kirkpatrick Bard Kirkpatrick Richmond, Virginia Area Details
Bard Kirkpatrick's Charles Schwab Experience September 2006 - January 2008
Job Commercial Banker
Industry Financial Services
Experience
Virginia Commonwealth Bank  May 2013 - Present
M&T Investment Group  January 2008 - July 2011
Charles Schwab   September 2006 - January 2008
TransCommunity Financial Corporation   November 2004 - September 2006
BB&T of Virginia   October 2003 - November 2004
First Virginia Bank  February 1998 - October 2003
Crestar Securities Corp   September 1992 - January 1998
CRESTAR BANK  July 1991 - September 1992
CRESTAR BANK  September 1989 - July 1991
Crestar Bank  April 1989 - August 1989

Education
Hampden-Sydney College   1978 — 1982
Bachelor of Arts Degree, Economics

Mark McMinimy Mark McMinimy Washington D.C. Metro Area Details
Mark McMinimy's Charles Schwab Experience November 1996 - November 2004
Job Analyst in Agricultural Policy at Library of Congresss, Congressional Research Service
Industry Investment Management
Experience
Library of Congresss, Congressional Research Service   June 2014 - Present
Consulting  October 2013 - June 2014
Guggenheim Securities  November 2011 - September 2013
MF Global  November 2010 - November 2011
Concept Capital Markets, LLC  March 2009 - October 2011
Stanford Group Company  November 2004 - February 2009
Charles Schwab   November 1996 - November 2004
Lynch, Jones & Ryan, Inc.   April 1996 - October 1996
FAO  June 1993 - March 1996
Sosland Publishing  August 1988 - June 1993

Skills
Bloomberg, Investments, Securities, Trading, Investment research, Commodity Analysis, Agriculture Policy, Biofuels Policy, Tobacco Regulation, Congressional process, Building client..., Superior Communication..., French and Italian...

Education
University of Delaware   1975 — 1978
Bachelor of Arts (BA), History, 3.3 of possible 4.0

Grove City College   1974 — 1975
Transferred to University of Delaware, Libreral Arts

John Philip Coghlan John Philip Coghlan San Francisco Bay Area Details
John Philip Coghlan's Charles Schwab Experience 1986 - 2003
Job President at HDS Mercury
Industry Financial Services
Experience
HDS Mercury   February 2014 - Present
Seraph Group  2008 - Present
Life360  2006 - Present
KIPP Bay Area Schools  2007 - Present
Glide Foundation  2003 - Present
Birst, Inc.   2006 - 2012
Visa USA  July 2005 - July 2007
Charles Schwab   1986 - 2003

Skills
Executive Coaching, Company Branding, Sales Management, Marketing Strategy, Board Development, Board Leadership, Credit Cards, Debit Cards, Transaction Processing, Prepaid Cards, Stock Market, Wealth Management, Investment Advisory, Investments, Performance Management, Strategic Planning, B2B services, High Net Worth..., Trust Services, Retirement Services, Payment Processing, Leadership, Strategy, Retirement, Payment Card Processing, B2B, Corporate Branding, Strategic Partnerships, Executive Management, Acquisition Integration, Investment Management, Financial Services, Management, Start-ups, Venture Capital, Portfolio Management, Entrepreneurship, Business Strategy, Marketing, E-commerce, Start-up Ventures, Talent Management, Equities, Business Development, Finance, Corporate Development, Private Equity, Restructuring, Angel Investing

Education
Stanford University
BA

Princeton University
MA

Harvard University
MBA

Scott Wright Scott Wright San Francisco Bay Area Details
Scott Wright's Charles Schwab Experience March 2013 - January 2014
Job Information Security & Risk Management
Industry Information Technology and Services
Experience
California Secretary of State  February 2015 - Present
Computer Associates  December 2014 - Present
PayPal  July 2014 - October 2014
Google  March 2014 - May 2014
Charles Schwab   March 2013 - January 2014
California Emergency Management Agency  September 2012 - February 2013
State of California (Corrections Health Care and Emergency Management Agency)   October 2011 - July 2012
ISACA  June 2008 - October 2011
PG&E  March 2011 - September 2011
State of California  February 2008 - December 2010

Skills
IT Governance, Security, Compliance, CISSP, CISA, COBIT, Risk, Audit, Business Continuity, IT Audit, Governance, Risk Assessment, IT Strategy, Risk Management, Enterprise Risk..., Information Security..., Business Process..., Security Management, IT Management, HIPAA, Disaster Recovery, Enterprise Architecture, SDLC, Computer Security, PCI DSS, Business Process, Project Portfolio..., Process Improvement, Change Management, ISO 27001, Business Management, Auditing, Sarbanes-Oxley Act, CISM, Program Management, Financial Risk, IT Service Management, ITIL, Management, IT Operations, Information Assurance, Network Security, PMP, Information Security, Vendor Management, Information Technology, Application Security, Internal Audit, FISMA, Leadership

Education
Harvard University   2010 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

Jay Agarwal Jay Agarwal Greater New York City Area Details
Jay Agarwal's Charles Schwab Experience April 1998 - March 2000
Job Innovative Digital Products, Marketing, Technology & Operations Expert
Industry Information Technology and Services
Experience
Accenture  February 2013 - Present
Blackhawk Innovation & Incubators   June 1998 - Present
Wipro Technologies  January 2010 - February 2013
Bank of America  April 2008 - December 2009
eBay Enterprise (formerly GSI CommerceInc.)   November 2006 - April 2008
Kaplan Inc.  July 2005 - October 2006
Wells Fargo  March 2001 - July 2005
eoSports, Inc.   March 2000 - March 2001
Charles Schwab   April 1998 - March 2000

Skills
Portals, Financial Services, IT Strategy, SaaS, Analytics, Enterprise Architecture, Vendor Management, Enterprise Software, E-commerce, Project Portfolio..., Cloud Computing, Business Process Design, Banking, Investments, Digital Strategy, Business Transformation, Payments, Electronic Payments, Mobile Payments, Mobile Technology, Mobile Applications, Electronic Trading, Global E-commerce, E-commerce Consulting, Customer Experience, Big Data, Change Management, Program Management, Management Consulting, Project Management, Process Improvement, Strategy, Leadership, ERP, Business Process, Six Sigma, Management, CRM, Start-ups, SDLC, Business Intelligence, Business Development, Pre-sales, Integration, Business Strategy, Mobile Devices, Data Center, Outsourcing, Risk Management, Entrepreneurship

Education
Manhattan College   1989 — 1991
MS, Chemical Engineering

Gujarat University   1983 — 1988
Bachelor of Science (B.S.), Chemical Engineering

Andrew Fritsch CFP® MBA Andrew Fritsch CFP® MBA Minneapolis, Minnesota Details
Andrew Fritsch CFP® MBA's Charles Schwab Experience December 2014 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 2014 - Present

Education
Hamline University   2008 — 2009
Master of Business Administration (MBA), MBA

South Dakota State University   2000 — 2004
Bachelor of Science (BS), Computer Science

William Settle Jr. William Settle Jr. Greater New York City Area Details
William Settle Jr.'s Charles Schwab Experience May 2000 - April 2009
Job wsettle@herculesstaffing.com
Industry Staffing and Recruiting
Experience
Hercules Staffing   October 2009 - Present
Auriga Securities   May 2009 - October 2009
Charles Schwab   May 2000 - April 2009

Education
Hampden-Sydney College   1987 — 1991
B.A., economics / english

Pingry School   1984 — 1987

Peter A. Washington Peter A. Washington Phoenix, Arizona Area Details
Peter A. Washington's Charles Schwab Experience May 2013 - August 2014
Job Adjustments Department Associate
Industry Financial Services
Experience
Vanguard  September 2014 - Present
Charles Schwab   May 2013 - August 2014
CarMax  March 2011 - November 2011
TDW Distribution/LED Global   March 2010 - March 2011
Southside Harley Davidson   August 2009 - February 2010
BNY Mellon  December 2000 - August 2007
Accountants on Call  January 2000 - December 2000
Accountemps  1999 - 1999
Accountants on Call  January 1998 - 1998
Myron Manufacturing  1992 - 1997

Skills
Customer Satisfaction, Customer Retention, Sales, Customer Service, Credit, Outside Sales, Retail, Call Center, Profit, Sales Process, Direct Sales, Cold Calling, Salesforce.com, Management, Marketing Strategy, Sales Management, Marketing, Call Centers, Budgets

Education
MMI - Motorcycle Mechainics Institute   2007 — 2009
Certificate, Harley Davidson Techician Specialist

Center for Media Arts   1985 — 1986
Certificate, Audiovisual Communications Technologies/Technicians

Hampton University
In Progresss, Business Law; Business Administration, PublicAdministration, English, Political Science

Kathie Chao Kathie Chao San Francisco Bay Area Details
Kathie Chao's Charles Schwab Experience April 2014 - Present
Job Managing Director at Charles Schwab, Retail Strategy
Industry Retail
Experience
Charles Schwab   April 2014 - Present
The Boston Consulting Group  October 2010 - April 2014
General Mills  June 2009 - August 2009
Tremblant Capital  2006 - 2008
J.P. Morgan   2004 - 2006

Skills
Due Diligence, Business Strategy, Leveraged Finance, Budgeting, Valuation

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA, Management

The Lauder Institute   2008 — 2010
MA, International Studies: East Asia

Harvard University   2000 — 2004
AB, Government

Nate Skinner Nate Skinner Greater Denver Area Details
Nate Skinner's Charles Schwab Experience October 2007 - October 2010
Job Facilitator at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2014 - Present
TIAA-CREF  March 2011 - Present
Northwestern Mutual  October 2010 - March 2011
Charles Schwab   October 2007 - October 2010

Skills
Investments, Series 7, Financial Modeling, Mutual Funds, Series 63, Retirement Planning, Wealth Management, Valuation, Equities, Strategic Financial..., Financial Analysis, Retirement, Asset Management, Investment Advisory, Bloomberg, Leadership

Education
University of Colorado Denver   2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Grove City College   2003 — 2007
B.S., Finance

Harry Aulakh Harry Aulakh San Francisco Bay Area Details
Harry Aulakh's Charles Schwab Experience June 1999 - February 2000
Job President "ClassicTeak.com
Industry Retail
Experience
J & M Decorations Inc   August 2000 - Present
Classic Teak   August 1999 - Present
Globix Internet Exchange Inc   January 2001 - March 2002
Speedera Inc   January 2000 - March 2001
Charles Schwab   June 1999 - February 2000
Hitachi Data Systems  January 1998 - February 1999

Skills
Troubleshooting, Servers, Deployment, Internet Media, internet retail, Marketing, Sales Management, Project Management

Education
Gulbarga University   1986 — 1991
BS, Computer Science

Guru Nanak Dev Engineering College, Bidar   1986 — 1991
BS, Computer Science

India   1986 — 1990
BS, Computer Science and Engeering

Sara A. Hawerlander Sara A. Hawerlander Greater Denver Area Details
Sara A. Hawerlander's Charles Schwab Experience November 2000 - February 2002
Job Performance Coaching | Leadership Coaching | Executive Coaching | Management & Leadership Development
Industry Professional Training & Coaching
Experience
Lightbox Leadership   December 2010 - Present
Glenwood Capital Investments (Man Group)   September 2005 - December 2007
Sagemark Consulting/Lincoln Financial Advisors   February 2002 - May 2005
Charles Schwab   November 2000 - February 2002
Charles Schwab   January 1999 - November 2000

Skills
Small Business, Social Media, Entrepreneur, Awareness, Marketing, Strategic Planning, Customer Experience, Analytics, Project Execution, Financial Planning, Delivering Results, System Design, Leadership Development, Fast Learner, Lifelong Learning, Operational Efficiency, Collaborative, Managing Expectations, Training & Development, Leadership, Problem Solving, Customer Service, Corporate Sustainability, Human Capital, Leadership Development..., Executive Coaching, Emerging Leaders, Team Leadership, Strategic Financial..., Fundraising, Training, New Business Development, Entrepreneurship, Cross-functional Team..., CRM, Exceeding Expectations, Budgets, Program Management, Business Development, Operations Management, Strategy, Portfolio Management, Employee Training, Time Management, Emotional Intelligence

Education
Harrington College of Design   2007 — 2009
Associate of Applied Science in Interior Design, Interior Design

The University of South Dakota   1992 — 1997
Bachelor of Science in Business Administration, Major in Management, Emphasis in Finance (24 credit hours)

Jared Hodge Jared Hodge Austin, Texas Area Details
Jared Hodge's Charles Schwab Experience September 2014 - Present
Job Sr. Manager, Software Application Engineering at Charles Schwab
Industry Computer Software
Experience
Charles Schwab   September 2014 - Present
3M  April 2014 - September 2014
National Instruments  September 2012 - March 2014
Pervasive Software  January 2011 - September 2012
Molecular Imprints, Inc.   September 2006 - January 2011
Institute for Advanced Technology  November 2002 - August 2006
University of Texas at Austin  July 2000 - October 2002
Harding University  January 1999 - May 2000
Harding University  August 1998 - May 2000
Harding University  August 1997 - May 2000

Skills
Agile Methodologies, Software Development, Scrum, Software Engineering, Java, Testing, Linux, Distributed Systems, Test Automation, Leadership, Programming, Perl, Embedded Systems, Product Management, Unix, Eclipse, TCL, Windows, XML, Architecture, Design Patterns, Device Drivers, Python, Algorithms, Parallel Computing, C++, Bash, System Administration, Shell Scripting, Agile, Agile Project Management, Management, Software Design, Object Oriented Design, Debugging, Subversion, CVS, REST, Computer Science, Automation, Integration, Technical Leadership, OOP, Ant, System Architecture, Unit Testing, Maven, Software Build, Cross-functional Team..., Project Management

Education
The University of Texas at Austin   2000 — 2002
Master of Science in Engineering, Electrical and Computer Engineering

Harding University   1997 — 2000
Bachelor of Science, Computer Science

Denison High School   1993 — 1997

Jeff Kinnison Jeff Kinnison Louisville, Kentucky Area Details
Jeff Kinnison's Charles Schwab Experience January 1995 - February 2004
Job Retail Consumer Experience at Humana
Industry Health, Wellness and Fitness
Experience
Humana  June 2014 - Present
Hilliard Lyons  June 2011 - June 2014
UnitedHealth Group  April 2010 - June 2011
Tempur Pedic  July 2007 - July 2009
Humana  February 2005 - June 2007
Charles Schwab   January 1995 - February 2004

Skills
Organizational..., Performance Management, Change Management, Strategic Planning, Coaching, Leadership Development, Training, Organizational Design, Employee Engagement, Six Sigma, Sales Management, Instructional Design, Cross-functional Team..., Project Planning, Sales, Consumer experience, Strategic Brand..., Learning Management, Strategy, Public Speaking, Leadership, Management, Process Improvement

Education
University of Arizona   1989 — 1991

University of Kentucky   1991 — 1993
BFA

Gallup University   2006 — 2006
Strengths Coach Certification

Harvard University   2006 — 2006
Learning Innovations Lab

Srinivas Bhaskarla Srinivas Bhaskarla Washington D.C. Metro Area Details
Srinivas Bhaskarla's Charles Schwab Experience July 2008 - December 2008
Job Senior Siebel Consultant at Lockheed Martin
Industry Information Technology and Services
Experience
Lockheed Martin  July 2012 - Present
Aplos Inc.   January 2004 - Present
IBM Global Services  May 2011 - June 2012
Loyalty Methods  March 2010 - May 2011
Loyalty Methods  January 2009 - March 2010
Charles Schwab   July 2008 - December 2008
Alltel Communications  March 2003 - June 2008
Sprint Nextel  March 2001 - December 2002
Intermedia Communications / Clarify Professional Services   July 2000 - February 2001
GE / Clarify Professional Services   April 2000 - July 2000

Skills
Requirements Analysis, Integration, Siebel, CRM, Web Services

Education
Gulbarga University   1991 — 1995
Bachelor of Engineering, Computer Science

Jeff Chiappetta Jeff Chiappetta Dallas/Fort Worth Area Details
Jeff Chiappetta's Charles Schwab Experience April 2007 - October 2010
Job Managing Director, Institutional Trading and Fixed Income at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  October 2010 - Present
FINRA  July 2003 - Present
Charles Schwab   April 2007 - October 2010
Charles Schwab   November 2004 - April 2007
Charles Schwab   September 1993 - November 2004

Skills
Series 7, Series 63, Series 24, Series 8, Series 4, Equities, FINRA, Fixed Income, Sales Management, Strategy, Trading, Options Strategies, Options, Mutual Funds, Futures Trading

Education
Hanover College   1989 — 1993
BA, Business Administration

Marie Chandoha Marie Chandoha San Francisco Bay Area Details
Marie Chandoha's Charles Schwab Experience 2010 - Present
Job Investment Management Executive
Industry Financial Services
Experience
Charles Schwab   2010 - Present
BlackRock  2009 - 2010
Barclays Global Investors  2007 - 2009
Wells Capital Management  1999 - 2007
Goldman Sachs  1997 - 1999
Credit Suisse  1987 - 1997
Morgan Stanley  1985 - 1987
Federal Reserve Bank of New York  1983 - 1985

Education
Harvard University   1979 — 1983
BA, Economics

Leo Polanowski Leo Polanowski Sunnyvale, California Details
Leo Polanowski's Charles Schwab Experience 2002 - 2007
Job Head of Client Services Americas at Yahoo
Industry Internet
Experience
Yahoo  October 2013 - Present
Yahoo!  February 2013 - Present
Yahoo!  January 2012 - Present
Yahoo!  April 2010 - January 2012
Self Employed  2008 - April 2010
Charles Schwab   2002 - 2007
Charles Schwab   2002 - 2007
IMX  2000 - 2002
Deutsche Bank  June 1999 - July 2000

Skills
E-commerce, Strategy, Strategic Partnerships, Start-ups, Product Marketing, Cross-functional Team..., Search Advertising, PPC, Management, SEM, Web Analytics, Business Strategy, Business Development, Online Advertising, Program Management, Product Development, New Business Development, Leadership, Marketing, Account Management, Display Advertising

Education
Harvard University   1994 — 1999
Biomedical Engineering, Engineering

Pamela Bradshaw-Stone Pamela Bradshaw-Stone Phoenix, Arizona Area Details
Pamela Bradshaw-Stone's Charles Schwab Experience September 2005 - February 2007
Job Experienced Business Professional and High Level Volunteer
Industry Nonprofit Organization Management
Experience
American Diabetes Association  January 2008 - December 2009
Charles Schwab & Co., Inc.   February 2007 - January 2008
Charles Schwab   September 2005 - February 2007
Schwab Institutional  December 2002 - September 2005
Charles Schwab   December 1999 - December 2002
Schwab Institutional  August 1997 - December 1999
SunAmerica  August 1995 - January 1997
Linsco/Private Ledger  October 1994 - August 1995
Coons, Maddox & Koeller, Attorneys at Law   February 1992 - October 1994
Indiana Securities Division   July 1989 - February 1992

Education
Hanover College   1979 — 1983

Peter Washburn Peter Washburn San Francisco Bay Area Details
Peter Washburn's Charles Schwab Experience March 2004 - Present
Job Senior Applications Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2004 - Present
Charles Schwab Investment Management  July 1999 - February 2004
Charles Schwab Investment Management  May 1998 - June 1999
Pacific Bell Internet Services  November 1996 - January 1998

Skills
Troubleshooting, Software Development, Software Engineering, Object Oriented Design, Objective-C, C#, C++, C, Java, Visual Basic, Python, HTML, Perl, Eclipse, Operations Research, Performance Tuning, Windows, Agile Methodologies, Linux, Unix, Programming, Scrum, XML, Visual Studio, Arduino, Atmel AVR, Device Drivers, Guitar, Circuit Design, SQL, Database Design, Database Administration, Xcode, iOS development, Financial Modeling, Financial Reporting, Matlab

Education
Hampshire College   1991 — 1995
Bachelor of Arts (BA), Physics

University of New Hampshire   1989 — 1990
NA, Physics

David Josephsohn David Josephsohn Greensboro/Winston-Salem, North Carolina Area Details
David Josephsohn's Charles Schwab Experience 1999 - 2005
Job Management and Compliance Professional, Financial Services
Industry Financial Services
Experience
LPL Financial  2009 - Present
LPL Financial  February 2008 - 2009
SunTrust Investment Services  2005 - 2007
Charles Schwab   1999 - 2005
Charles Schwab   1992 - 1999

Skills
Leadership, Training, Banking, Business Development, Management, Coaching, Insurance, Sales, Financial Services, Securities

Education
Guilford College   1965 — 1973
B.S.

Wendy Schmidt Wendy Schmidt Indianapolis, Indiana Area Details
Wendy Schmidt's Charles Schwab Experience February 1991 - March 1996
Job Executive Assistant/Reg. Client Assoc. at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co.   November 2006 - Present
Biogen Idec  2001 - Present
Merrill Lynch  August 2002 - October 2006
Conseco  March 1996 - June 2002
Charles Schwab   February 1991 - March 1996
Kappa Alpha Theta Headquarters  January 1988 - February 1991

Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Alternative Investments, Fixed Annuities, Investments, Strategic Financial..., Asset Managment, Estate Planning, Portfolio Management, FINRA, Series 65, Equities, Series 24, Fixed Income, Investment Management, Financial Services, Retirement, Asset Management, 401k, Private Equity, Financial Planning, Uniform Combined State...

Education
Hanover College   1983 — 1987
Bachelor of Arts, Business/French

Hanover College   1983 — 1987
Bachelor of Arts, Business

Mimi Bloom Mimi Bloom San Francisco, California Details
Mimi Bloom's Charles Schwab Experience 2003 - March 2014
Job Social Media Strategist and Consumer Marketer
Industry Financial Services
Experience
Wells Fargo  March 2014 - Present
Charles Schwab   2003 - March 2014
McKinsey & Company  2000 - 2002
Biztravel.com  1998 - 1999
Audible.com  1996 - 1997
Prodigy Communications / Dial-Up Internet Service Provider   1995 - 1996
Time Inc.  1993 - 1995
BMG Columbia House / Membership Music Club   1992 - 1993
Applied Decision Analysis, Inc. / Boutique Consulting Firm   1987 - 1990

Skills
B2C marketing, Marketing Strategy, Cross-functional Team..., Social Media, Marketing Analytics, Integrated Marketing, Direct Marketing, Marketing Communications, Digital Marketing, Multi-channel Marketing, Email Marketing, Customer Acquisition, Customer Retention, Customer Engagement, Performance Measurement, Team Management, Thought Leadership, Financial Services

Education
Harvard Business School   1990 — 1992
MBA

Massachusetts Institute of Technology   1983 — 1987
B.S., Mechanical Engineering

Nas Aslani, BENG, PMP, ACP(i) Nas Aslani, BENG, PMP, ACP(i) San Francisco, California Details
Nas Aslani, BENG, PMP, ACP(i)'s Charles Schwab Experience March 2012 - August 2013
Job PMO & Project Portfolio Management Consultant at Invysion Inc
Industry Information Technology and Services
Experience
Invysion Inc   August 2013 - Present
Charles Schwab   March 2012 - August 2013
Wells Fargo Bank  February 2011 - January 2012
TELUS Communications  May 2008 - January 2011
TELUS Communications  May 2006 - May 2008
GE Digital Energy  June 2005 - May 2006
CIMTEK  May 2001 - June 2005

Skills
Finance, Software, Telecommunications, PMO Setup, PMO Governance, IT Governance, PMO Management, Process Engineering, Business Process Design, Business Process..., Project Management, PMP, Program Management, Product Management, Account Management, Vendor Management, Business Analysis, Requirements Analysis, Business Intelligence, Data Management, Data Warehousing, Data Modeling, Quantitative Analytics, Predictive Modeling, Policy Governance..., SharePoint..., Function Point Counting, Software Engineering, Quality Assurance, Testing, Agile Methodologies, MS Project, Visio, Cognos, Clarity, PMO, SharePoint, Requirements Gathering, Databases, SDLC, Governance, Business Requirements, Enterprise Architecture, Analytics, Business Process, CRM, User Acceptance Testing, Analysis, Project Delivery, Project Managers

Education
Ryerson University   1997 — 2001
BENG, Electrical/Computer Engineering

Guilan University   1995 — 1996
BENG, Electrical Engineering

Nancy Chavez, CRC Nancy Chavez, CRC Phoenix, Arizona Details
Nancy Chavez, CRC's Charles Schwab Experience August 2010 - May 2013
Job Retirement Specialist Bilingual
Industry Financial Services
Experience
Nationwide Financial  May 2013 - Present
Charles Schwab   August 2010 - May 2013
The Vanguard Group  June 2006 - November 2009
Ilios Partners  January 2001 - January 2005

Skills
Investments, Retirement Planning, Securities, Mutual Funds, Financial Services, Equities, Retirement, Series 63, Series 7, Investment Strategies, Leadership, Customer Service, ETFs, Trading, Financial Markets, 401k, Life & Health Insurance...

Education
Harper College   1989 — 1992

Priti Sundaram Priti Sundaram Austin, Texas Area Details
Priti Sundaram's Charles Schwab Experience July 2011 - Present
Job Senior Quality Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   July 2011 - Present
New York Life Long-Term Care  February 2010 - April 2011
McLane Advanced Technologies  August 2009 - November 2009
Dell  August 2008 - August 2009
AOL  March 2006 - January 2008

Skills
SDLC, Test Planning, Quality Center, Software Project..., Agile Methodologies, Testing, Test Automation, User Acceptance Testing

Education
Gujarat University   1996 — 1999
Masters

St. Xavier's College   1991 — 1994
Bachelor's degree

Jen Bachowski Jen Bachowski Greater Denver Area Details
Jen Bachowski's Charles Schwab Experience February 2012 - August 2012
Job Transfer of Assets Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2012 - August 2012

Skills
401k, Management, Leadership, Mutual Funds, Outlook, Series 63, Onboarding, Customer Service, Employee Benefits, Investments, Pensions, Team Building, Microsoft Excel, Sales, Finance, Series 6, Coaching

Education
Grove City College   1991 — 1995
Bachelor of Arts (BA), Modern Languages/Int'l Business

Eric Kurth Eric Kurth Indianapolis, Indiana Details
Eric Kurth's Charles Schwab Experience June 2008 - August 2013
Job Portfolio Analyst at Spectrum Management Group
Industry Financial Services
Experience
Spectrum Management Group   August 2013 - Present
Charles Schwab   June 2008 - August 2013

Education
Hanover College   2004 — 2008
Bachelor of Arts (B.A.), Economics

Mark Hayhurst Mark Hayhurst Austin, Texas Area Details
Mark Hayhurst's Charles Schwab Experience June 2014 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2014 - Present
Charles Schwab   March 2012 - June 2014
Charles Schwab   October 2008 - March 2012
Charles Schwab   September 2007 - October 2008
Arthur Barnett   January 2006 - August 2006
Centex Home Equity  February 2004 - July 2005
MWH Global  June 2004 - April 2005
Amdocs, Inc  June 2002 - April 2003
Excel Telecommunications  November 1999 - June 2002
Dimension Data / Premier Systems Integrators   April 1998 - November 1999

Skills
Vendor Management, Integration, Project Management, Program Management, Requirements Analysis, Change Management, IT Strategy, Process Improvement, Agile Methodologies, Data Center, Disaster Recovery, Management, Business Intelligence

Education
Southern Methodist University - Cox School of Business   1999 — 1999
Executive and Management Development

Harding University   1987 — 1994
Psychology, Biology

James Hargest High School   1980 — 1985

Joe Carberry Joe Carberry San Francisco Bay Area Details
Joe Carberry's Charles Schwab Experience July 2015 - Present
Job Senior Vice President/Head of Communications at Charles Schwab
Industry Public Relations and Communications
Experience
Charles Schwab   July 2015 - Present
eBay Inc  May 2013 - May 2015
Brunswick Group  September 2010 - May 2013
MSLGROUP  April 2009 - September 2010
Visa Inc.  January 2000 - April 2009
Fleishman Hillard  1997 - 1999
Mayor of San Diego   1996 - 1997
Stoorza, Ziegaus & Metzger   1994 - 1996

Skills
Corporate Communications, Strategic Planning, Strategy, Crisis Communications, Media Relations, Management, Competitive Analysis, Public Affairs, Reputation Management, Strategic Communications, Public Relations, Message Development, Integrated Marketing, Press Releases, Communication Training, Internal Communications, Crisis Management, Marketing Strategy, Speech Writing, Spokesperson, Marketing Communications, Copywriting, Analyst Relations, Corporate Social..., Social Media, Investor Relations, Reputation, Publicity, Messaging, Thought Leadership, Communications Planning, Social Media Marketing, Social Media Measurement, Media Studies, Content Strategy, Content Development, Positioning, Corporate Branding, Brand Development, Sponsorship, Digital Marketing, New Media, Newsletters, Digital Strategy, Digital Media, Blogging, Strategic Counsel, Content Management, Journalism, Brand Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2006 — 2007
MBA

San Diego State University-California State University   1989 — 1994
BA, Journalism

Harvard Business School

John Moore John Moore San Francisco, California Details
John Moore's Charles Schwab Experience June 2007 - April 2008
Job Senior Account Executive, Financial Services at Salesforce
Industry Internet
Experience
Salesforce  January 2015 - Present
AdRoll  March 2012 - January 2015
BevAlert   December 2009 - March 2012
Gigya  January 2009 - September 2009
Zecco  May 2008 - October 2008
Charles Schwab   June 2007 - April 2008
Cents Ability   June 2003 - October 2007
Citigroup Private Bank  August 2004 - January 2007
AXA Financial  June 2002 - July 2004

Skills
Analytics, E-commerce, Business Development, Marketing Strategy, Marketing, Digital Marketing, Web Analytics, Entrepreneurship, Online Advertising, Strategic Planning, Market Research, Direct Sales, Cold Calling, Product Development, Product Marketing, Sales, Web Design, Online Marketing, Start-ups, SaaS, Salesforce.com, CRM, SEO, Lead Generation, Strategic Partnerships, Management, Email Marketing, Blogging, SEM, Training, Social Media Marketing, Mobile Marketing, PPC, Competitive Analysis, Digital Strategy, Digital Media, Integrated Marketing, Customer Acquisition

Education
Harvard University   1997 — 2001
BA

Mario Davis Mario Davis Phoenix, Arizona Area Details
Mario Davis's Charles Schwab Experience March 2015 - Present
Job Sr. Manager & Process Owner Problem Management at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   March 2015 - Present
Charles Schwab   February 2013 - February 2015
Charles Schwab   September 2012 - January 2013
American Express  June 2011 - August 2012
Verizon Business  October 2010 - March 2011
Bluestar Digital   December 2001 - April 2010
MTN  November 1999 - November 2001

Skills
BMC Remedy, Incident Management, ITIL, SDLC, IT Service Management, Service Delivery, Service Desk, Problem Management, Requirements Analysis, Business Analysis, Sla, IT Operations

Education
Harvard University   2015 — 2015
Certificate, Strategic Leadership

Pink Elephant   2015 — 2015
ITSM Leadership Masterclass

Pink Elephant   2015 — 2015
Certificate, Lean IT Association 1 Foundation

University of California, San Diego   2015 — 2015
Certificate, Learning How To Learn

HDI   2014 — 2014
Certificate, Problem Management Professional

Harvard University   2014 — 2014
Certificate, Managing Yourself and Leading Others

Interface Technical Training   2013 — 2013
ITIL Service Design

Interface Technical Training   2011 — 2011
Certificate, Cobit 4.1, IT Governance

Evolved Coaching Clinic   2010 — 2010
Neuro-linguistic Programming

Quintica   2009 — 2009
Certificate, ITIL v3 Foundations

Matthew T. Washington Matthew T. Washington Los Angeles, California Details
Matthew T. Washington's Charles Schwab Experience May 2014 - Present
Job Associate Financial Consultant
Industry Financial Services
Experience
Charles Schwab   May 2014 - Present
Charles Schwab   January 2013 - May 2014
Charles Schwab   December 2010 - January 2013
Charles Schwab   February 2011 - May 2011
Hampton University  September 2009 - May 2010
Los Angeles Business Journal  June 2009 - August 2009
City of Los Angeles  June 2008 - August 2008

Skills
Financial Analysis, Customer Service, Microsoft Office, Series 7, Retirement Planning, Investments, Series 63, Financial Services, Leadership, Research, Marketing, Mutual Funds, Securities, Event Management, Corporate Events, Educational Workshops, Workshop Presentation, Workshop Facilitation, Interpersonal Skills

Education
Hampton University   2006 — 2010
BS, Economics, School of Business

Timothy Schmidt Timothy Schmidt Greater Boston Area Details
Timothy Schmidt's Charles Schwab Experience 1993 - 2003
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade  June 2015 - Present
Villeo Capital LLC   January 2010 - June 2015
Jantz Morgan LLC   September 2011 - March 2014
Capstone Partners LLC  June 2008 - December 2009
Trudeau & Trudeau Associates, Inc   June 2005 - February 2008
Emerson Investment Management  2003 - 2005
Charles Schwab   1993 - 2003

Education
Harvard Extension School   2007 — 2009
Master of Liberal Arts in Management

Harvard Extension School   2000 — 2003
Bachelor of Liberal Arts in Extension Studies cum laude

Illinois Institute of Technology   1986 — 1990
Studied

Jane Stackpole Jane Stackpole Greater Boston Area Details
Jane Stackpole's Charles Schwab Experience 1997 - 2000
Job Growth Strategy Leader at Fidelity Investments
Industry Financial Services
Experience
Silicon Valley Bank  2005 - 2013
E*TRADE Financial  2004 - 2005
Stackpole Consulting Group   2001 - 2004
UNX  2000 - 2001
Charles Schwab   1997 - 2000
Fidelity Investments  1993 - 1997
Mercer Management Consulting (now Oliver Wyman)   1988 - 1991

Skills
Marketing Strategy, Segmentation, Performance Based..., Market Research, Product Management, Start-ups, Marketing Communications, Product Marketing, Lead Generation, CRM, Market Segmentation, Big Data Analytics, Digital Marketing, Go-to-market Strategy, Integrated Marketing, Financial Services, Cross-functional Team..., Client Experience, Market Analysis, Business Strategy, Strategic Planning, Change Management, Public Speaking, Competitive Analysis, Product Development, Marketing, Market Intelligence, Thought Leadership, Content Strategy, Social Media, Customer Acquisition, Direct Marketing, marketing technology, Branding & Identity, Content Marketing, Leadership, Strategy, Enterprise Software, Multi-channel Marketing, Management, Analytics, Demand Generation, Analysis, Competitive Intelligence, Customer Retention, B2B Marketing, Business Transformation, Customer Engagement, Business Development, Growth Hacking

Education
The Tuck School of Business at Dartmouth
MBA, Marketing and Strategy

Harvard University
Bachelor's Degree, Cum Laude, Social Studies

Linda Badilo Linda Badilo Austin, Texas Area Details
Linda Badilo's Charles Schwab Experience July 2000 - July 2011
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  August 2011 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions   August 2011 - March 2013
Charles Schwab   July 2000 - July 2011
The 401(k) Company   July 2000 - July 2011
The 401(k) Company   July 1996 - July 2000
Plan Data, Inc.   1992 - 1996
Jefferson Pilot Financial  1990 - 1992

Skills
401k, Retirement Plan..., ERISA, Profit Sharing, Retirement, Defined Benefit, Pensions, Defined Contribution, Qualified Retirement..., Series 63, Retirement Planning, Series 6, Pension Administration, Employee Benefits, Asset Allocation, Mutual Funds

Education
Guilford College   1987 — 1990
BA, Business Administration, minor in Accounting

Derick Chui Derick Chui San Francisco Bay Area Details
Derick Chui's Charles Schwab Experience February 2015 - Present
Job Manager, Statistical Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2015 - Present
Independent Consultant  July 2013 - October 2014
Bulger Partners  April 2012 - June 2013
Morgan Keegan Technology Group  July 2011 - April 2012
Harvard Bureau of Study Counsel  September 2009 - May 2011
E. J. McKay   June 2010 - August 2010

Skills
Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, SAS Programming, SQL, Market Research, Data Analysis, Business Strategy, Valuation, Due Diligence, Capital IQ, Microsoft Office

Education
Harvard University   2007 — 2011
Bachelor of Arts (BA), Economics & East Asian Studies

Korea University
Korean Language and Culture Program

Peddie School   2005 — 2007

Bradley Ehlers Bradley Ehlers Greater Denver Area Details
Bradley Ehlers's Charles Schwab Experience February 2008 - August 2013
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
Charles Schwab   February 2008 - August 2013
Charles Schwab   October 2005 - January 2008
Charles Schwab   June 2001 - September 2005
Charles Schwab   November 1999 - May 2001
Charles Schwab   October 1998 - October 1999
Charles Schwab   February 1997 - September 1998
Lockton Companies  April 1995 - September 1996
Alburger Basso de Grosz   November 1993 - February 1995

Skills
Strong organizational..., Solid proficiency in..., Excellent time..., Maintaining Strong..., Strong desire to pursue..., Financial Services, Insurance, Mutual Funds, Project Management, Training, Retirement, Sales, CRM, Equities, Customer Service, Trading, Management

Education
University of Iowa   1981 — 1984

Harper College   1980 — 1981

Keith Valbuena Keith Valbuena Charlotte, North Carolina Area Details
Keith Valbuena's Charles Schwab Experience October 1994 - August 1998
Job Director, Strategic Planning & Business Development at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System  September 2010 - Present
MedCath Inc.  October 2006 - September 2010
Wachovia, A Wells Fargo Company  May 2003 - October 2006
Wachovia Bank  May 2000 - May 2003
Charles Schwab   October 1994 - August 1998

Skills
Financial Analysis, Financial Modeling, Strategic Planning, Healthcare, Strategic Financial..., Healthcare Management, Forecasting, Corporate Development, Management, Finance, Leadership

Education
Wake Forest University School of Business   1998 — 2000
MBA, Finance

Guilford College   1989 — 1993
BS, Business Management

Elizabeth Haynes Elizabeth Haynes Greater Philadelphia Area Details
Elizabeth Haynes's Charles Schwab Experience January 2001 - September 2003
Job Marketleading research and analytics for institutional investors
Industry Research
Experience
Haynes & Company  May 2006 - Present
Urban Outfitters  April 2005 - April 2006
Merrill Lynch  April 2004 - April 2005
Charles Schwab   January 2001 - September 2003
The Boston Consulting Group  1998 - 2000

Skills
Investments, Hedge Funds, Retail, Research, Strategic Consulting, Management Consulting, Start-ups, Marketing Strategy, Entrepreneurship, Investment Banking, Customer Service, Portfolio Management, Market Analysis, Market Research

Education
Harvard University   1994 — 1998
1998, Government

Parsons High School   1990 — 1994

Austin Stagman Austin Stagman Indianapolis, Indiana Area Details
Austin Stagman's Charles Schwab Experience August 2014 - Present
Job Associate Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2014 - Present
C.H. Robinson   July 2013 - August 2014
Sam Hanna for Sheriff Campaign   May 2013 - April 2014
Horner Recreational Center   2011 - May 2013
Elwood, Indiana Economic Redevelopment Committee   June 2012 - August 2012
Red Cross FIJI Football Run   2010 - 2012
Killbuck Golf Course   2008 - 2012
Walk to End Alzheimers   2011 - 2011
Sam Hanna for Sheriff Committee   2006 - 2011
Finish Line  2006 - 2008

Skills
eviews, Microeconomics, Macroeconomics, Econometrics, Economic Development, Community Economic..., Local Economic..., Microsoft Word, Microsoft Excel, Economic Research, Political Science, Political Campaigns, American History, World History, Politics, Recruitment Advertising, Social Skills, Communication, Sales, Economics

Education
Hanover College   2009 — 2013
Bachelor's Degree, Economics Major, Political Science Minor, History Minor

Tim Rutherford CPA,CFA,FRM,CAIA Tim Rutherford CPA,CFA,FRM,CAIA Mountain View, California Details
Tim Rutherford CPA,CFA,FRM,CAIA's Charles Schwab Experience January 1992 - September 1995
Job Managing Partner at Rutherford Investment Managers
Industry Investment Management
Experience
Rutherford Investment Managers   February 2005 - Present
Berkshire Hathaway  September 1995 - February 2005
Charles Schwab   January 1992 - September 1995

Skills
Portfolio Management, Entrepreneurship, Wealth Management, Investment Banking, Offshore Investments, Project Finance, Finance, Strategy, Private Equity, Private Equity Funding, Leadership, Management

Education
Harvard Business School   1989 — 1991
Master of Business Administration (MBA), Investments and Securities

Harvard University   1986 — 1989
Bachelor of Arts (B.A.), Economics

Braden Gross, MBA Braden Gross, MBA Phoenix, Arizona Area Details
Braden Gross, MBA's Charles Schwab Experience February 2009 - July 2010
Job Team Leader Australia/New Zealand Global New Accounts
Industry Financial Services
Experience
American Express  April 2015 - Present
American Express  June 2014 - April 2015
American Express  August 2013 - June 2014
JP Morgan Chase  September 2011 - June 2013
Texas Roadhouse  December 2004 - September 2011
Wells Fargo Bank  December 2010 - April 2011
Charles Schwab   February 2009 - July 2010
Charles Schwab   January 2007 - February 2009
US Army  July 1997 - July 2001

Skills
Series 7, Series 63, Uniform Combined State..., Series 6, Mutual Funds, Series 65, Securities, Series 24, Credit, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Wealth Management, Financial Services, Relationship Management, Asset Management, Finance, Retirement, Loans, Bonds, Mortgage Lending, IRAs, Financial Advisory, Investment Advisory, Consumer Lending, 401k, Options, Portfolio Management, Investment Management, Retail Banking, FINRA, Trading, Sales Management, Operations Management, Full P&L Responsibility, Cash Handling Experience, Cold Calling Experience, Client Rapport, Negotiation, Credit Analysis, Training, Insurance

Education
University of Phoenix-Phoenix-Hohokam Campus   2009 — 2011
Master of Business Administration, Business Administration

University of Northern Iowa   2005 — 2006
Bachelor of Arts, Finance

Hawkeye Community College   2003 — 2005
Associate of Arts, Business Administration

Ft. Lewis NCO Academy   2000 — 2000
Certificate, Non-Commissioned Officer Training

US Army Basic Training   1997 — 1997
General, Infantry Basic Training, Mechanized Operations

David Jussila David Jussila Greater Denver Area Details
David Jussila's Charles Schwab Experience October 2011 - Present
Job Senior Equity Trader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2011 - Present
D.A. Davidson & Co.   August 2010 - October 2011
Piper Jaffray  2002 - 2008

Education
Gustavus Adolphus College   1987 — 1991
B.A., Business Management

Musab Balbale Musab Balbale Greater New York City Area Details
Musab Balbale's Charles Schwab Experience 2003 - 2005
Job
Industry Consumer Goods
Experience
The Vitamin Shoppe  July 2014 - Present
The Vitamin Shoppe  June 2010 - July 2014
RiverRock Capital   July 2009 - June 2010
Summit Partners  2007 - July 2009
Charles Schwab   2003 - 2005
The Boston Consulting Group  2001 - 2003

Education
Harvard Business School
MBA

Yale University
BA

Jonathan Pelletier Jonathan Pelletier Greater Boston Area Details
Jonathan Pelletier's Charles Schwab Experience 1987 - 1990
Job FinTech Professional
Industry Financial Services
Experience
Financial Product Technologies   2007 - Present
Silent Capital Corporation   2009 - 2011
EMI Strategic Marketing  2005 - 2006
Pelletier Consulting, Inc.   2003 - 2005
Sand Hill Advisors  2001 - 2003
OffRoad Capital Corporation   1997 - 2001
Pelletier Consulting, Inc.   1991 - 1996
Charles Schwab   1987 - 1990

Education
University of California, Berkeley, Haas School of Business   1990 — 1992
MBA, Marketing & Finance

Harvard University   1982 — 1986
BA, Government

Phillips Academy   1978 — 1982

Cindy Siegel Cindy Siegel San Francisco Bay Area Details
Cindy Siegel's Charles Schwab Experience June 2011 - April 2013
Job Technical Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2011 - April 2013
Wells Fargo Bank  November 2010 - May 2011
Charles Schwab   October 2009 - January 2011
Wells Fargo  July 2009 - August 2010
Instinet Corporation  May 2008 - March 2009
Charles Schwab   September 2006 - March 2007
Wells Fargo  November 2004 - May 2006
Charles Schwab   June 1999 - October 2004
Bank of America  September 1997 - June 1999
McKesson  1996 - 1996

Skills
Project Planning, Management, Budgets, Negotiation, Clarity, PMO, SDLC, Business Requirements, PMP, Waterfall, Project Portfolio..., Agile Project Management, Strategy, Team Management, Project Management, Vendor Management, Business Analysis, Program Management, Communication, Agile Methodologies

Education
Harvard University, John F. Kennedy School of Government   1996 — 1997
MPA

University of Ottawa   1993 — 1994
n/a

Saint Mary's College of California   1991 — 1993
MBAIB

Mount Holyoke College   1979 — 1983
BA

Jenny Greene Scott Jenny Greene Scott San Francisco Bay Area Details
Jenny Greene Scott's Charles Schwab Experience March 2010 - Present
Job Financial Services Management Consultant
Industry Financial Services
Experience
Charles Schwab   March 2010 - Present
Wells Fargo  January 2009 - March 2010
Schwab Institutional  December 2007 - September 2008
Wells Fargo  June 2005 - December 2007
Northstar Systems   March 2005 - June 2005
Metavante  September 2004 - March 2005
Advent Software  April 2002 - September 2004
Yodlee  September 2000 - March 2002
Intuit  January 1999 - September 2000

Skills
Product Management, Product Marketing, Product Development, Market Analysis, Financial Services, Strategy, Analytics, Investments, Business Analysis, Financial Modeling, Wealth Management, Strategic Partnerships, Business Strategy, Management Consulting, Mergers & Acquisitions, Asset Management, Banking, Process Improvement, Risk Management, Strategic Planning

Education
Harvard University
AB, Economics

University of Pennsylvania - The Wharton School
MBA, Finance

James Schwarz James Schwarz San Francisco Bay Area Details
James Schwarz's Charles Schwab Experience June 2011 - Present
Job Vice President Senior Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2011 - Present
Cisco Systems  July 2008 - June 2011
Lombardia Capital Partners  September 2006 - December 2007
Autumn Audio   January 1996 - August 2005
Petterson's   January 1995 - January 1996
Independent Contractor  January 1990 - January 1995

Skills
Portfolio Management, Financial Planning, Investing, Education Funding, Lifetime Cash Flow..., Debt Management, Estate Planning, Insurance Coverage, Leadership, Management, Budgets, Financial Modeling, Financial Reporting, Financial Analysis, Forecasting, Corporate Finance, Strategy, Business Analysis, Series 7, Series 66, Series 10, Series 9, Investments, Strategic Financial...

Education
University of Southern California - Marshall School of Business   2005 — 2008
MBA

Harvard University   1984 — 1989
A.B.

Jack Calhoun Jack Calhoun San Francisco Bay Area Details
Jack Calhoun's Charles Schwab Experience June 1999 - August 2002
Job President at Banana Republic
Industry Apparel & Fashion
Experience
Banana Republic  March 2003 - Present
Charles Schwab   June 1999 - August 2002

Education
Harvard Business School   1990 — 1992
MBA

Purdue University   1983 — 1987
BS

Nneka Uzoh Nneka Uzoh Greater Chicago Area Details
Nneka Uzoh's Charles Schwab Experience June 2007 - August 2007
Job MBA Candidate at Kellogg School of Management
Industry Oil & Energy
Experience
Kellogg School of Management  September 2013 - Present
NextEra Energy Resources  January 2012 - August 2013
NextEra Energy Resources  July 2011 - March 2012
NextEra Energy Resources  January 2011 - July 2011
NextEra Energy Resources  June 2010 - January 2011
Educational Talent Search  August 2006 - May 2009
Citigroup  May 2008 - August 2008
Charles Schwab   June 2007 - August 2007

Skills
Bloomberg, Analysis, Research, Investments, Equities, Energy, ICE, Natural Gas, Trading, Financial Analysis, Risk Management, Due Diligence, Financial Modeling, Asset Management, Valuation, Portfolio Management, Hedge Funds, Finance, Mergers & Acquisitions

Education
Northwestern University - Kellogg School of Management   2013 — 2015

Tulane University   2009 — 2010
Master of Finance, Energy Specialization

Hampton University   2005 — 2009
Bachelor of Science, Finance

St. Francis   2001 — 2004

Julie Lin-Friss Julie Lin-Friss San Francisco Bay Area Details
Julie Lin-Friss's Charles Schwab Experience June 2000 - December 2006
Job Head Snacker in Charge at Jak B Healthy
Industry Food & Beverages
Experience
Jak B Healthy   May 2012 - Present
eBay Inc  January 2011 - Present
APJCC   May 2009 - Present
Charles Schwab   June 2000 - December 2006

Skills
5th Degree Black Belt, AFAA Certified Group..., Kickboxing, Body Sculpting, Sports, Social Media, Online Marketing, Fitness, Time Management, Strength Training, Online Advertising, Marketing, Leadership, Event Planning, Social Media Marketing, Team Building, Sales, Facebook

Education
San Jose State University   1998 — 2000

Hawaii Pacific University   1995 — 1997
International Business

Jaydev Thakkar Jaydev Thakkar Greater Los Angeles Area Details
Jaydev Thakkar's Charles Schwab Experience March 2000 - December 2000
Job IT Leader Clinical Trial Design and Managment at Amgen
Industry Biotechnology
Experience
Amgen  December 2010 - Present
Amgen  January 2006 - December 2010
Sprint  January 2001 - January 2006
Capgemini  2001 - 2006
Charles Schwab   March 2000 - December 2000
Brainvita Technologies Pvt. Ltd.   September 1999 - December 2000
Elitecore Technologies  February 1999 - October 1999
Pragna Home Appliances Pvt. Ltd.   1990 - 1999

Skills
Management, Leadership, Cross-functional Team..., IT Strategy, Project Portfolio..., Process Improvement, Digital Health, Enterprise Architecture, IT Management, Program Management, Software Project..., SDLC, Agile Methodologies, Requirements Analysis, Integration, Solution Architecture, PMP, Architecture, Software Development, Business Analysis, Business Process, Cloud Computing, Product Management, SOA, Application Architecture, System Architecture, OOAD, Application Development

Education
Gujarat University
Master of Computer Applications, Master of Computer Applications

M S University, Baroda
Bachelor of Commerce, Finance, Accounting and Economics

Derek Bruton Derek Bruton Greater San Diego Area Details
Derek Bruton's Charles Schwab Experience 1994 - 2001
Job Chief Executive Officer at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group  August 2014 - Present
Big Brothers Big Sisters of San Diego County  2011 - December 2014
LPL Financial  September 2007 - April 2014
TD Ameritrade  March 2004 - September 2007
Merrill Lynch  August 2001 - March 2004
Charles Schwab   1994 - 2001
The Portola Group  1992 - 1994
Mitsui & Co., Ltd.   1990 - 1992

Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting

Education
Harvard Business School   2012 — 2012
Executive Leadership Progam

Stanford University   1985 — 1989
B.A., History and Sociology

Glen Colthup Glen Colthup Greater Denver Area Details
Glen Colthup's Charles Schwab Experience August 1998 - December 2004
Job Executive Director of Operations at SRS Acquiom
Industry Financial Services
Experience
SRS Acquiom  January 2011 - Present
Janus Capital Group  2007 - June 2011
Charles Schwab   August 1998 - December 2004

Education
Hamilton College   1986 — 1990

Paul Hansen, PMP Paul Hansen, PMP Erie, Pennsylvania Area Details
Paul Hansen, PMP's Charles Schwab Experience February 2011 - September 2011
Job Project Manager at Erie Insurance Group
Industry Information Technology and Services
Experience
Erie Insurance Group  September 2011 - Present
Charles Schwab   February 2011 - September 2011
Erie Insurance Group  November 2009 - February 2011
Telatron Marketing Group  October 2008 - April 2010
GoDaddy.com  2006 - 2008
Pearson Education  2000 - 2006
McLeod USA  1998 - 2000
HighJump Software  1996 - 1998

Skills
SDLC, Software Project..., Integration

Education
Hamline University
BA

Sam Ronlund Sam Ronlund Greater Minneapolis-St. Paul Area Details
Sam Ronlund's Charles Schwab Experience 1997 - 2003
Job Regional Vice President RS Investments
Industry Investment Management
Experience
RS Investments  April 2015 - Present
Calamos Investments  2010 - 2015
Invesco  2007 - 2010
ADP  2004 - 2006
Charles Schwab   1997 - 2003

Skills
Financial Advisory, Fixed Income, Hedge Funds, Separately Managed..., IRAs, Insurance, Portfolio Management, Defined Benefit, Securities, FINRA, Equities, Capital Markets, Defined Contribution, Investment Strategies, Financial Services, Relationship Management, New Business Development, Sales Management, Trading, Bonds

Education
Hamline University   1994 — 1996
Bachelor of Arts (B.A.), Business Management

Mark Brandin Mark Brandin San Francisco Bay Area Details
Mark Brandin's Charles Schwab Experience 1988 - 1993
Job Brandin & Associates
Industry Investment Management
Experience
Brandin & Associates   1996 - Present
Quick & Reilly  1993 - 1996
Charles Schwab   1988 - 1993
Sherson, Lehman Hutton   1987 - 1988
Crocker National Bank  1977 - 1986

Skills
Investments, Portfolio Management, Banking, Wealth Management, Private Equity, Venture Capital, Retirement Services, Mergers, Investment Advisory, Corporate Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Valuation, Asset Managment, Retirement, Investment Banking, Due Diligence, Hedge Funds, Asset Allocation, Equities

Education
Harvard Business School   1991 — 1991
Executive Management Studies, Marketing

The University of Chicago   1973 — 1976
MBA, Finance

Stanford University   1968 — 1972
Bachelor of Science (BS), Political Science and Government

Paula A. Sneed Paula A. Sneed Greater Chicago Area Details
Paula A. Sneed's Charles Schwab Experience 2002 - Present
Job Strategy and Management Consultant, Corporate and Non Profit Board Member
Industry Management Consulting
Experience
Phelps Prescott Group, LLC   September 2007 - Present
Airgas  1999 - Present
Charles Schwab   2002 - Present
TE Connectivity  2007 - Present
Teach For America  2003 - Present
Family Independence Initiative  2013 - Present
Right To Play  April 2015 - Present
Simmons College  2001 - 2014
Kraft Foods Group  1995 - 2007
Kraft General Foods  1977 - 1994

Skills
Customer Insight, Strategy, Consumer Products, Strategic Planning, Management Consulting, Cross-functional Team..., Brand Management, Marketing Strategy, Business Strategy, Segmentation, Brand Equity, Leadership Development, Shopper Marketing, Marketing, Organizational..., P&L Management

Education
Harvard Business School   1975 — 1977
MBA

Simmons College
BA, Social Science

Ed Cooper Ed Cooper San Francisco Bay Area Details
Ed Cooper's Charles Schwab Experience January 2007 - November 2014
Job VP, Global Corporate Strategy at Visa
Industry Financial Services
Experience
Visa  December 2014 - Present
Charles Schwab   January 2007 - November 2014
Charles Schwab   January 2006 - December 2006
Charles Schwab   June 2005 - January 2006
Charles Schwab   July 2003 - June 2005
Charles Schwab   January 2002 - July 2003
McKinsey & Company  September 1997 - January 2002
Arnold and Porter  September 1992 - September 1995

Skills
Product Management, Product Marketing, Competitive Analysis, Business Strategy, Product Development, Pricing, Management Consulting, Strategic Planning, Financial Services, Strategy Development, Brokerage, Banking, Retail Banking, Payments, Deposits, Money Market Funds, RIAs, Investment Advisory, Customer Value..., Customer Segmentation..., Segmentation, Target Identification, Value Propositions, Financial Modeling, Cross-functional Team..., Marketing Strategy, Market Research, Marketing Research, P&L Management, Product Design, Product Segmentation, Strategy, Analytics, Business Analysis, Securities, Leadership, Management

Education
Stanford University Graduate School of Business   1995 — 1997
MBA

Stanford University Law School   1989 — 1992
JD

Harvard University   1985 — 1989
AB, History

Wendy L. Schmidt Wendy L. Schmidt Indianapolis, Indiana Area Details
Wendy L. Schmidt's Charles Schwab Experience 1992 - 1997
Job Exec Ass't/Reg Client Assoc at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co.   October 2006 - Present
Merrill Lynch  2002 - 2006
Conseco, Inc  1997 - 2002
Charles Schwab   1992 - 1997

Skills
Series 7, Mutual Funds, Investments, Wealth Management, Securities, Retirement Planning, Alternative Investments, Series 63, Retirement, Customer Service, Event Planning, Equities

Education
Hanover College   1983 — 1987

Daphne Lawrence Daphne Lawrence San Francisco Bay Area Details
Daphne Lawrence's Charles Schwab Experience December 1999 - Present
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 1999 - Present

Education
Harvard University
MA

National Taiwan University
BA

Beth Smith-Moncrief Beth Smith-Moncrief Greater New York City Area Details
Beth Smith-Moncrief's Charles Schwab Experience December 1998 - September 1999
Job Business Professional
Industry Financial Services
Experience
Hamilton Park Neighborhood Association   August 2009 - December 2014
Friends of Hamilton Park Montessori School   November 2010 - June 2013
JCMM   2006 - December 2009
CheckFree Investment Services  January 2001 - June 2005
Bigfoot Interactive  January 2000 - January 2001
Bigfoot Interactive  September 1999 - January 2000
Charles Schwab   December 1998 - September 1999
Cowen and Company  June 1997 - December 1998
HCV Pacific Partners LLC   January 1993 - June 1997

Skills
Cross-functional Team..., Market Research, Marketing, Leadership, Management, Strategic Planning, Project Planning, Marketing Strategy, Marketing Communications, Analysis, Product Marketing, Event Management, Product Development, Business Strategy, Product Management, Management Consulting, Program Management, Strategy, Business Analysis, Segmentation, Social Media, Project Management, Special Events, Competitive Intelligence, New Business Development, Research, Account Management, Public Relations, non-profit, Competitive Analysis, Social Media..., Facebook Marketing

Education
New York Botainical Garden   2012 — 2015
Gardening

NEW YORK UNIVERSITY'S SCHOOL OF CONTINUING & PROFESSIONAL STUDIES   2002 — 2004

University of Vermont   1990 — 1993
Bachelor of Arts, History

Hartwick College   1988 — 1993
ba, history

MUHS

Bill Harmon, CFP® Bill Harmon, CFP® Indianapolis, Indiana Details
Bill Harmon, CFP®'s Charles Schwab Experience February 2013 - January 2015
Job Vice President, Financial Advisor, JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Chase  January 2015 - Present
Charles Schwab   February 2013 - January 2015
Charles Schwab   October 2009 - January 2013
High Point Bank & Trust   June 2006 - December 2008
Primerica  February 1998 - April 2006

Skills
Finance, Financial Analysis, Leadership, Management, Risk Management

Education
Hanover College
Bachelor of Arts, Communication

cesar pons cesar pons San Francisco Bay Area Details
cesar pons's Charles Schwab Experience Operations ManagerCIGNAJune 1984 - April 1999
Job Technical Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   Operations ManagerCIGNAJune 1984 - April 1999

Education
Heald College   1996 — 1998
Computer Technology, IT

Alvin Cooper Alvin Cooper Orlando, Florida Area Details
Alvin Cooper's Charles Schwab Experience November 1999 - August 2004
Job CEO The AlexZander Group (Human Resources Consultants)
Industry Human Resources
Experience
The AlexZander Group INC   October 2004 - Present
Charles Schwab   November 1999 - August 2004
Darden Restaurants  August 1995 - February 1999
Kraft General Foods  November 1990 - August 1995
Northrop Corporation  1985 - 1989

Skills
Leadership, Management, Recruiting, Human Resources, Talent Acquisition, Succession Planning, Team Building, Training, Leadership Development, Strategic Planning

Education
Lake Forest Graduate School of Management   1987 — 1989
MS, Management

Hampton University   1975 — 1977
BS, Management

Woodlands H.S.

Woodlands H.S.

Roy Messing Roy Messing Greater New York City Area Details
Roy Messing's Charles Schwab Experience 1994 - 1995
Job Turnaround and Restructuring Interim Manager and Advisor
Industry Management Consulting
Experience
FTI Consulting  January 2009 - August 2013
BranchServ  2005 - 2008
CustomVault   2005 - 2008
Global Sport Group, LLC   2003 - 2005
CashEdge  2000 - 2002
Peachtree Doors and Windows  1998 - 2000
Caradon Plc   1996 - 1997
BetterBilt   1995 - 1996
Hayloft Partners   January 1993 - December 1995
Charles Schwab   1994 - 1995

Skills
Turnaround and..., Due Diligence, Mergers & Acquisitions, Private Equity, Financial Modeling, General Management, Valuation, Corporate Finance, Business Valuation, Management Consulting, Capital Markets, Aquisition Strategy, Aquisition Due Diligence, Sell-Side Advisory, Post-Merger Integration, Operations Management, Sales and Marketing, Sales Force..., Brand Development, Performance Management, Management, Restructuring, Mergers, Business Development, Finance, Financial Services, Strategic Planning, Financial Analysis, Divestitures, Acquisition Integration

Education
Harvard Business School   1988 — 1990
MBA

Yale University   1975 — 1979
BA, History

Nelson Judilla Nelson Judilla Greater San Diego Area Details
Nelson Judilla's Charles Schwab Experience September 1998 - October 1999
Job
Industry Information Technology and Services
Experience
Insight Global  October 2014 - Present
Hewlett-Packard  March 2003 - October 2014
Bank of America  October 1999 - February 2003
Charles Schwab   September 1998 - October 1999
Kaiser Permanente Hospital  April 1996 - September 1998
Bank of America  May 1980 - April 1996

Education
Heald College   1986 — 1988
AS, Electrical Electronics Technology

Julia Kaplan Julia Kaplan San Francisco Bay Area Details
Julia Kaplan's Charles Schwab Experience 2004 - 2008
Job Director of Marketing at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company  March 2010 - Present
The Clorox Company  March 2010 - August 2010
The Clorox Company  October 2009 - March 2010
Visa  July 2009 - October 2009
Charles Schwab   2004 - 2008
Charles Schwab   2001 - 2004
Charles Schwab   1999 - 2001
Charles Schwab   1997 - 1999
The Clorox Company  1996 - 1997
The Clorox Company  1995 - 1996

Education
Harvard Business School   1986 — 1988
MBA, Business

University of California, Berkeley   1980 — 1984
BA, Economics

Alejandro Argueta Alejandro Argueta San Francisco Bay Area Details
Alejandro Argueta's Charles Schwab Experience July 2001 - December 2002
Job CoFounder, Director at Aviamedia LLC
Industry Computer Software
Experience
Aviamedia LLC   January 2004 - Present
Fuze Media Systems   2005 - 2009
Southern Wine & Spirits  May 2002 - April 2004
Bay Creations   March 2001 - December 2003
Charles Schwab   July 2001 - December 2002

Skills
Semantic Requirements, Semantics, NLP, Team Communication, SDLC Acceleration, SDLC, Continuous Delivery, Software Assurance, Business Analysis, Requirements Analysis, Risk Management, Agile Methodologies, Software Development, .NET, Microsoft SQL Server, Architecture, Web Services, Design Patterns, Web Applications, Architectures, WPF, Integration, REST, C#, MVVM, WCF, XAML, T-SQL, Database Design, Databases, Distributed Systems, Agile Project Management, TFS, Application Architecture, Enterprise Architecture, Software Engineering, Requirement Elicitation, Requirements..., XAMARIN, SPARQL, Hybrid Thinking, MongoDB, JSON, HTML5, jQuery, ASP.NET MVC, PostgreSQL, Mobile Applications, Android Development, iOS Development

Education
Heald College   1997 — 1999
Associate of Applied Science, Computer Technology

John Stilley, AIF John Stilley, AIF Charlotte, North Carolina Area Details
John Stilley, AIF's Charles Schwab Experience September 1995 - December 1996
Job Vice President, Sales Manager at Charles Schwab, Retirement Business Services
Industry Financial Services
Experience
Charles Schwab, Retirement Business Services   October 2011 - Present
Inspira  April 2008 - September 2011
The Newport Group  September 2001 - March 2008
TeamVest Retirement Services   January 1997 - August 2001
Charles Schwab   September 1995 - December 1996
TrustMark, Inc.   August 1989 - August 1995
Federated Investors  June 1987 - July 1989

Skills
Marketing, Product Development, Sales, Sales Management, Business Strategy, Retirement Planning, Series 7, Retirement, Series 63, Financial Advisory, 401k, Banking, Investment Advisory, Mutual Funds, Financial Services, Investments, Wealth Management, Series 65, Relationship Management, FINRA

Education
Grove City College   1983 — 1987
Bachelor Arts, Computer Systems/Business

Jonathan Bautista Jonathan Bautista Phoenix, Arizona Area Details
Jonathan Bautista's Charles Schwab Experience July 2003 - October 2004
Job Enterprise Storage at American Airlines
Industry Airlines/Aviation
Experience
American Airlines  December 2013 - Present
US Airways  May 2006 - December 2013
InterTech  January 2005 - March 2006
Charles Schwab   July 2003 - October 2004
TEKsystems  July 2002 - February 2003
Burr Pilger Mayer  June 2001 - May 2002
Spencer Stuart  February 2000 - January 2001

Skills
Active Directory, Troubleshooting, DHCP, Airlines, Airports, DNS, SAN, Systems Engineering, Group Policy, Windows Server, Netbackup, High Availability, Flights, SQL, DNS Server, Domain Controller, Microsoft Cluster, SQL Clustering, File Servers, FTP, Servers, Human Factors, IIS, NetApp, Aircraft Maintenance, Requirements Analysis, Symantec Endpoint..., Citrix, Microsoft Exchange, Hyper-V, Solaris, EMC Storage, VMAX, Networking, VMware, NetBackup, Virtualization, Integration, Disaster Recovery, Data Center, Enterprise Storage, System Administration

Education
Heald College   1997 — 1999
Associate's Degree, Computer Technology/Computer Systems Technology

Yi-Ching Wu Yi-Ching Wu San Francisco Bay Area Details
Yi-Ching Wu's Charles Schwab Experience January 2004 - January 2015
Job Investment Product Development and Management at AssetMark
Industry Financial Services
Experience
AssetMark  January 2015 - Present
Charles Schwab   January 2004 - January 2015
Goldman Sachs  2001 - 2001
United Way of Massachusetts Bay  1997 - 2000

Skills
Product Management

Education
Harvard University Kennedy School of Government
MPP, Public Policy

University of California, Berkeley - Walter A. Haas School of Business
MBA

Neha Batra Neha Batra Greater Denver Area Details
Neha Batra's Charles Schwab Experience May 2015 - Present
Job Project Lead at Infosys Technologies Ltd
Industry Information Technology and Services
Experience
Charles Schwab   May 2015 - Present
Infosys Technologies Ltd  August 2003 - Present
Infosys - Pacific Gas & Electric / PG&E   July 2013 - April 2015
Infosys - Pacific Gas and Electric Company   February 2012 - June 2013
Infosys - E.ON UK   September 2008 - January 2012
Infosys + Southern California Edison (SCE)   January 2008 - September 2008
Infosys - Arizona Public Service (APS)   March 2006 - August 2006
Infosys + Eastman Chemical Company   May 2004 - February 2006

Skills
Software Project..., Requirements Analysis, Global Delivery, Requirements Gathering, WCF, Web Services, PL/SQL, SDLC, SOA, Oracle, Solution Architecture, Agile Methodologies, .NET, Data Center, Business Analysis

Education
Guru Gobind Singh Indraprastha University   1999 — 2003
B.Tech, Indira Gandhi Institute of Technology - Electronics & Communication

Ann von Germeten Ann von Germeten San Francisco Bay Area Details
Ann von Germeten's Charles Schwab Experience September 2011 - March 2013
Job EVP, Chief Marketing Officer at Bank of the West
Industry Financial Services
Experience
Bank of the West  July 2013 - Present
Charles Schwab   September 2011 - March 2013
Charles Schwab   December 2007 - September 2011
Charles Schwab   November 2004 - November 2007
Charles Schwab   December 2000 - November 2004
Charles Schwab   November 1997 - November 2000
Philip Morris USA (Altria)   1993 - 1997
Leo Burnett  1991 - 1993
Procter & Gamble  1986 - 1989

Skills
Brand Management, Brand Development..., Brand Implementation, Brand Architecture, Advertising, Marketing Management, Marketing Strategy, Marketing Communications, Product Marketing, Project Management, Consumer Products, Financial Services, General Securities..., Account Management, Sponsorship, Brand Development, Market Research, Leadership, Online Marketing, Product Launch, Digital Marketing, Positioning, Marketing Analytics, Integrated Marketing

Education
Harvard Business School   1989 — 1991
Master of Business Administration (MBA)

Harvard College   1982 — 1986
Bachelor of Arts (BA), magna cum laude

Alvin Cooper Alvin Cooper Orlando, Florida Details
Alvin Cooper's Charles Schwab Experience November 1999 - October 2004
Job COO
Industry Human Resources
Experience
AlexZander and AlexZander Human Resources Consultants, Inc.   August 2004 - Present
Charles Schwab   November 1999 - October 2004
Darden Restauants   August 1995 - August 1999

Skills
Talent Acquisition, Career Counseling, Affirmative Action Plan..., University Professor, HRIS, Deferred Compensation, Applicant Tracking...

Education
Lake Forest Graduate School of Management   1987 — 1989
Masters Degree, Management

Hampton University   1975 — 1977
BS, Management

Hayato Kurbis Hayato Kurbis El Cajon, California Details
Hayato Kurbis's Charles Schwab Experience January 2011 - June 2013
Job assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2011 - June 2013
JPMorgan Chase  April 2010 - January 2011

Education
Cal State University San Marcos   2008 — 2010
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce

Grossmont College   2005 — 2008
Associate's degree, General Studies

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