Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
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!
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
Spectrum Management Group August 2013 - Present
Charles Schwab June 2008 - August 2013
Education
Hanover College 2004 — 2008
Bachelor of Arts (B.A.), Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
Banana Republic March 2003 - Present
Charles Schwab June 1999 - August 2002
Education
Harvard Business School 1990 — 1992
MBA
Purdue University 1983 — 1987
BS
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
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
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
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
SRS Acquiom January 2011 - Present
Janus Capital Group 2007 - June 2011
Charles Schwab August 1998 - December 2004
Education
Hamilton College 1986 — 1990
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
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
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
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
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
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
Charles Schwab December 1999 - Present
Education
Harvard University
MA
National Taiwan University
BA
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
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
Charles Schwab Operations ManagerCIGNAJune 1984 - April 1999
Education
Heald College 1996 — 1998
Computer Technology, IT
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.
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
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
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
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
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
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
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
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
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
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
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