Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charles Schwab Employees
Employee
Years
Job
Industry
Carolyn Shellum Carolyn Shellum's Charles Schwab Experience 2001 - 2003
Job Director Compensation & Benefits at CVR Energy, Inc.
Industry Oil & Energy
Experience
CVR Energy, Inc. March 2015 - Present
Core Laboratories September 2013 - December 2014
Core Laboratories October 2011 - September 2013
Memorial Hermann Healthcare System November 2008 - May 2011
Temple-Inland March 2007 - October 2008
Temple-Inland January 2005 - March 2007
Temple-Inland June 2003 - December 2004
Charles Schwab 2001 - 2003
Mercer 1984 - 1987
Geosource Inc. 1981 - 1984
Skills
Employee Benefits, Performance Management, Deferred Compensation, HRIS, Leadership, Employee Relations, Talent Management, Human Resources, Strategic Planning, Succession Planning, Onboarding, Benefits Administration, Talent Acquisition, Workforce Planning, HR Policies, FMLA, Compensation & Benefit, Management, New Hire Orientations, Personnel Management, Employee Engagement
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA, General Management
Houston Baptist University - College of Business and Economics 1976 — 1980
Bachelor of Arts, Business Management, Cum Laude
CVR Energy, Inc. March 2015 - Present
Core Laboratories September 2013 - December 2014
Core Laboratories October 2011 - September 2013
Memorial Hermann Healthcare System November 2008 - May 2011
Temple-Inland March 2007 - October 2008
Temple-Inland January 2005 - March 2007
Temple-Inland June 2003 - December 2004
Charles Schwab 2001 - 2003
Mercer 1984 - 1987
Geosource Inc. 1981 - 1984
Skills
Employee Benefits, Performance Management, Deferred Compensation, HRIS, Leadership, Employee Relations, Talent Management, Human Resources, Strategic Planning, Succession Planning, Onboarding, Benefits Administration, Talent Acquisition, Workforce Planning, HR Policies, FMLA, Compensation & Benefit, Management, New Hire Orientations, Personnel Management, Employee Engagement
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA, General Management
Houston Baptist University - College of Business and Economics 1976 — 1980
Bachelor of Arts, Business Management, Cum Laude
Kyle Hines Kyle Hines's Charles Schwab Experience 2011 - 2013
Job Object Storage Aficionado @ Cleversafe
Industry Computer Software
Experience
Cleversafe 2014 - Present
Self-Employed 2013 - Present
(ISSA) International Sports Sciences Association 2005 - Present
Charles Schwab 2011 - 2013
Marriott Hotels 2010 - 2010
Northwestern Mutual Financial Network 2010 - 2010
Skills
Leadership, Entrepreneurship, Lean Thinking, Lean Startup, Early-stage Startups, Trading, Finance, Marketing, Investments, Equities, Options, Financial Analysis, CRM, Organizational Culture, Derivatives, Sales, Investment Banking, Business Development, Strategy, Fixed Income, Advertising, Equity Trading, Equity Derivatives, Options Strategies, Web Content, Virtual Teams, Branded Content, Content Writing, Start-ups, Management, Customer Service, Financial Modeling, Data Storage..., Lean Management, Business Model..., Startup Development, Microsoft Office, Cloud Computing, Consulting, Cloud Storage, Enterprise Storage, High Tech Sales
Education
Illinois State University
Bachelor of Science, Business Management - Organizational Leadership
Cleversafe 2014 - Present
Self-Employed 2013 - Present
(ISSA) International Sports Sciences Association 2005 - Present
Charles Schwab 2011 - 2013
Marriott Hotels 2010 - 2010
Northwestern Mutual Financial Network 2010 - 2010
Skills
Leadership, Entrepreneurship, Lean Thinking, Lean Startup, Early-stage Startups, Trading, Finance, Marketing, Investments, Equities, Options, Financial Analysis, CRM, Organizational Culture, Derivatives, Sales, Investment Banking, Business Development, Strategy, Fixed Income, Advertising, Equity Trading, Equity Derivatives, Options Strategies, Web Content, Virtual Teams, Branded Content, Content Writing, Start-ups, Management, Customer Service, Financial Modeling, Data Storage..., Lean Management, Business Model..., Startup Development, Microsoft Office, Cloud Computing, Consulting, Cloud Storage, Enterprise Storage, High Tech Sales
Education
Illinois State University
Bachelor of Science, Business Management - Organizational Leadership
Purna Roy Purna Roy's Charles Schwab Experience September 1993 - August 2000
Job Consulting Practice and IT Leader
Industry Management Consulting
Experience
Cognizant Technology Solutions May 2006 - Present
Charles Schwab Bank February 2002 - April 2006
Morgan Stanley Online January 2001 - February 2002
OneMedia, Inc. (Omni-Channel Publishing Startup) August 2000 - December 2000
Charles Schwab September 1993 - August 2000
Sterling Software February 1991 - August 1993
Megatest December 1987 - January 1991
Skills
RUP, SOA, Websphere, Weblogic, TOGAF, UML, .NET, DCE, Engineering, NDM, Publishing, Start-ups, SiteScope, CORBA, SSL, Solution Architecture, IT Strategy, E-commerce, Cloud Computing, Enterprise Architecture
Education
Stanford University 1999 — 1999
IPS Program, Advanced Project/Program Management
Pennsylvania State University
MS, Computer Science
University of Missouri-Columbia
Indian Institute Of Technology
Bachelor's Degree, Engineering
Cognizant Technology Solutions May 2006 - Present
Charles Schwab Bank February 2002 - April 2006
Morgan Stanley Online January 2001 - February 2002
OneMedia, Inc. (Omni-Channel Publishing Startup) August 2000 - December 2000
Charles Schwab September 1993 - August 2000
Sterling Software February 1991 - August 1993
Megatest December 1987 - January 1991
Skills
RUP, SOA, Websphere, Weblogic, TOGAF, UML, .NET, DCE, Engineering, NDM, Publishing, Start-ups, SiteScope, CORBA, SSL, Solution Architecture, IT Strategy, E-commerce, Cloud Computing, Enterprise Architecture
Education
Stanford University 1999 — 1999
IPS Program, Advanced Project/Program Management
Pennsylvania State University
MS, Computer Science
University of Missouri-Columbia
Indian Institute Of Technology
Bachelor's Degree, Engineering
Stefan Trusewych Stefan Trusewych's Charles Schwab Experience July 2012 - January 2013
Job Senior Software Engineer at Trulia
Industry Computer Software
Experience
Trulia January 2013 - Present
Charles Schwab July 2012 - January 2013
Charles Schwab June 2011 - August 2011
Skills
PHP, Java, ASP.NET, REST, Web Development, DevOps, C#, SQL, JavaScript, Web Design, jQuery, SQL Server, Eclipse, Android SDK, User Interface Design, MySQL, JSP, ASP.NET AJAX, CSS3, Linux, C, C++, Android, Linux server..., Linux Tools, Linux Server, Linux Security, Apache Derby, Apache, Perl, Python, Net Beans IDE, Android Development, JSF, jQuery UI, AJAX, HTML 5, Cross-browser..., phpMyAdmin, MVC Architecture, Git, Jenkins, Email Systems, Scalability, Agile Methodologies, QA Automation, OO Software Development, Requirements Gathering, Visual Studio, Business Requirements
Education
Illinois State University 2007 — 2012
Bachelor of Science (BS), Computer Science
Hinsdale Central
Trulia January 2013 - Present
Charles Schwab July 2012 - January 2013
Charles Schwab June 2011 - August 2011
Skills
PHP, Java, ASP.NET, REST, Web Development, DevOps, C#, SQL, JavaScript, Web Design, jQuery, SQL Server, Eclipse, Android SDK, User Interface Design, MySQL, JSP, ASP.NET AJAX, CSS3, Linux, C, C++, Android, Linux server..., Linux Tools, Linux Server, Linux Security, Apache Derby, Apache, Perl, Python, Net Beans IDE, Android Development, JSF, jQuery UI, AJAX, HTML 5, Cross-browser..., phpMyAdmin, MVC Architecture, Git, Jenkins, Email Systems, Scalability, Agile Methodologies, QA Automation, OO Software Development, Requirements Gathering, Visual Studio, Business Requirements
Education
Illinois State University 2007 — 2012
Bachelor of Science (BS), Computer Science
Hinsdale Central
Mark Krogulski, CFP® Mark Krogulski, CFP®'s Charles Schwab Experience May 2005 - August 2014
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Charles Schwab May 2005 - August 2014
Fidelity Investments March 2004 - January 2005
Banc One Securities September 2003 - March 2004
TD March 2000 - August 2003
Skills
Estate Planning, Retirement Planning, Investments, New Business Development, Account Management, Forecasting, Tactical Sales Planning, Strategic Financial..., Certified Financial..., Pipeline Development, New Product Roll Out, Consultative Sales..., Business Development, Long-term Customer..., Sales Presentations, Presentation Development, Strategic Sales Plans, Client Retention..., Process Improvement, Superior Client Service, Investment Strategies, Insurance, Financial Reporting, Financial Regulation, Compliance, Legal Compliance, SEC filings, Federal Reserve, Credit Risk, Risk Reduction, Negotiation, Financial Planning
Education
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management
Merrill Lynch August 2014 - Present
Charles Schwab May 2005 - August 2014
Fidelity Investments March 2004 - January 2005
Banc One Securities September 2003 - March 2004
TD March 2000 - August 2003
Skills
Estate Planning, Retirement Planning, Investments, New Business Development, Account Management, Forecasting, Tactical Sales Planning, Strategic Financial..., Certified Financial..., Pipeline Development, New Product Roll Out, Consultative Sales..., Business Development, Long-term Customer..., Sales Presentations, Presentation Development, Strategic Sales Plans, Client Retention..., Process Improvement, Superior Client Service, Investment Strategies, Insurance, Financial Reporting, Financial Regulation, Compliance, Legal Compliance, SEC filings, Federal Reserve, Credit Risk, Risk Reduction, Negotiation, Financial Planning
Education
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management
Cherie Stokes, MBA Cherie Stokes, MBA's Charles Schwab Experience October 2006 - Present
Job Restricted Stock Senior Specialist
Industry Financial Services
Experience
Charles Schwab October 2006 - Present
Howe Barnes Hoefer & Arnett April 2002 - October 2006
Zurich Scudder Investments April 2000 - April 2002
TIAA-CREF June 1994 - April 2000
Skills
Series 7 – General..., Series 63 – Uniform..., Financial Services, Series 7, Management, Training, Series 63, Employee Relations, Human Resources, Strategic Planning, Customer Service, Team Building, Leadership
Education
Golden Gate University 2009 — 2012
Master of Business Administration (MBA), Human Resources
Holy Names University 2004 — 2006
Bachelor's Degree, Business Administration, Management and Operations
Charles Schwab October 2006 - Present
Howe Barnes Hoefer & Arnett April 2002 - October 2006
Zurich Scudder Investments April 2000 - April 2002
TIAA-CREF June 1994 - April 2000
Skills
Series 7 – General..., Series 63 – Uniform..., Financial Services, Series 7, Management, Training, Series 63, Employee Relations, Human Resources, Strategic Planning, Customer Service, Team Building, Leadership
Education
Golden Gate University 2009 — 2012
Master of Business Administration (MBA), Human Resources
Holy Names University 2004 — 2006
Bachelor's Degree, Business Administration, Management and Operations
Shannon MacMaster Shannon MacMaster's Charles Schwab Experience June 2003 - August 2005
Job Marketing Assistant, Liberty Mutual
Industry Marketing and Advertising
Experience
Liberty Mutual Insurance Co July 2006 - Present
Freelance - Graphic & Web Design January 2002 - Present
Maddie Powers June 2005 - July 2006
Charles Schwab June 2003 - August 2005
Simply Canvas - Big Shoulder Prints March 2005 - June 2005
RBS Greenwich Capital August 2001 - August 2002
Skills
Dreamweaver, Photoshop, Word, FrontPage, Excel, Social Media, Graphic Design, PowerPoint, Adobe Acrobat, Microsoft Office, Adobe Creative Suite, Facebook, Photography, Web Design, Mac, HTML, Outlook, Illustrator, Marketing, Newsletters, Marketing Strategy
Education
American Graphics Institute 2012 — 2012
International Academy of Design and Technology 2002 — 2005
BFA, Computer Graphics
Illinois State University 1994 — 1998
BS, General Art (Photography/Design)
Liberty Mutual Insurance Co July 2006 - Present
Freelance - Graphic & Web Design January 2002 - Present
Maddie Powers June 2005 - July 2006
Charles Schwab June 2003 - August 2005
Simply Canvas - Big Shoulder Prints March 2005 - June 2005
RBS Greenwich Capital August 2001 - August 2002
Skills
Dreamweaver, Photoshop, Word, FrontPage, Excel, Social Media, Graphic Design, PowerPoint, Adobe Acrobat, Microsoft Office, Adobe Creative Suite, Facebook, Photography, Web Design, Mac, HTML, Outlook, Illustrator, Marketing, Newsletters, Marketing Strategy
Education
American Graphics Institute 2012 — 2012
International Academy of Design and Technology 2002 — 2005
BFA, Computer Graphics
Illinois State University 1994 — 1998
BS, General Art (Photography/Design)
Anurang Revri Anurang Revri's Charles Schwab Experience 1999 - 2002
Job Leading business transformation with technology
Industry Information Technology and Services
Experience
Alvarez & Marsal April 2014 - Present
Hewlett-Packard August 2013 - April 2014
Blue Shield of California 2010 - 2012
Blue Shield of California 2008 - 2010
Blue Shield of California 2005 - 2008
MphasiS Corporation 2004 - 2005
Charles Schwab 1999 - 2002
Brightware 1997 - 1999
Charles Schwab January 1995 - 1997
Sybase 1994 - 1995
Skills
IT Strategy, IT architectures, Healthcare IT, Healthcare Information..., Health Insurance..., Enterprise Architecture, Web Applications, Mobile Applications, Product Development, Management Consulting, IT Outsourcing, Offshore Outsourcing, Innovation, Agile Methodologies, Software Development, IT systems development, SDLC, Computer Architecture, Information Management, Business Intelligence, Vendor Management, Outsourcing, Cloud Computing, Architecture, Cross-functional Team..., Management, Integration, Project Portfolio..., SOA, Strategic Leadership, Healthcare Management, Strategic Consulting, Thought Leadership, Team Leadership, Start-ups, E-commerce, Governance, Mobile Devices, Professional Services, Information Technology, Leadership, Business Development, Software Project..., SaaS, PMP, PMO, Business Process, Solution Architecture, Agile Project Management, Requirements Analysis
Education
Illinois Institute of Technology 1986 — 1987
MS, Computer Science
Thapar Institute of Engineering and Technology 1981 — 1985
BE, Electrical Engineering
Alvarez & Marsal April 2014 - Present
Hewlett-Packard August 2013 - April 2014
Blue Shield of California 2010 - 2012
Blue Shield of California 2008 - 2010
Blue Shield of California 2005 - 2008
MphasiS Corporation 2004 - 2005
Charles Schwab 1999 - 2002
Brightware 1997 - 1999
Charles Schwab January 1995 - 1997
Sybase 1994 - 1995
Skills
IT Strategy, IT architectures, Healthcare IT, Healthcare Information..., Health Insurance..., Enterprise Architecture, Web Applications, Mobile Applications, Product Development, Management Consulting, IT Outsourcing, Offshore Outsourcing, Innovation, Agile Methodologies, Software Development, IT systems development, SDLC, Computer Architecture, Information Management, Business Intelligence, Vendor Management, Outsourcing, Cloud Computing, Architecture, Cross-functional Team..., Management, Integration, Project Portfolio..., SOA, Strategic Leadership, Healthcare Management, Strategic Consulting, Thought Leadership, Team Leadership, Start-ups, E-commerce, Governance, Mobile Devices, Professional Services, Information Technology, Leadership, Business Development, Software Project..., SaaS, PMP, PMO, Business Process, Solution Architecture, Agile Project Management, Requirements Analysis
Education
Illinois Institute of Technology 1986 — 1987
MS, Computer Science
Thapar Institute of Engineering and Technology 1981 — 1985
BE, Electrical Engineering
Tony Adamo Tony Adamo's Charles Schwab Experience August 2000 - May 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
Greg Roe Greg Roe's Charles Schwab Experience December 2013 - Present
Job Resource Planning Senior Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Roe Photography January 2000 - Present
Charles Schwab December 2011 - December 2013
OppenheimerFunds October 2000 - December 2011
Great West Life July 1998 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Series 6, Sales Operations, Microsoft Excel, Call Centers, Business Analysis, 401k, Process Improvement, Investments, Customer Service, Disaster Recovery, Excel, Workflow Analysis, Sales Support, Team Building, Leadership, Change Management, Project Management, Strategic Planning, Resource Planning, Relationship Management, Asset Allocation, Financial Services
Education
Illinois State University 1991 — 1995
Morgantown High School 1988 — 1991
Charles Schwab December 2013 - Present
Roe Photography January 2000 - Present
Charles Schwab December 2011 - December 2013
OppenheimerFunds October 2000 - December 2011
Great West Life July 1998 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Series 6, Sales Operations, Microsoft Excel, Call Centers, Business Analysis, 401k, Process Improvement, Investments, Customer Service, Disaster Recovery, Excel, Workflow Analysis, Sales Support, Team Building, Leadership, Change Management, Project Management, Strategic Planning, Resource Planning, Relationship Management, Asset Allocation, Financial Services
Education
Illinois State University 1991 — 1995
Morgantown High School 1988 — 1991
Mohan Mani Mohan Mani's Charles Schwab Experience 1998 - Present
Job Retired Senior Staff at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab 1998 - Present
Bank of America 1987 - 1998
Skills
Testing, SDLC, COBOL, Software Development, EAI, DB2, CICS, Web Services, Databases, Fileaid, C
Education
University of California, Berkeley 1982 — 1984
Certificate In Business Data Processing, Information Technology
Penn State University 1967 — 1972
PhD - Incomplete, Engineering Mechanics
Indian Institute of Science 1965 — 1967
ME, Mechanical Engineering
University of Mysore, University College of Engineering, Bangalore 1959 — 1963
Bachelor of Engineering (B.E.), Mechanical Engineering
Charles Schwab 1998 - Present
Bank of America 1987 - 1998
Skills
Testing, SDLC, COBOL, Software Development, EAI, DB2, CICS, Web Services, Databases, Fileaid, C
Education
University of California, Berkeley 1982 — 1984
Certificate In Business Data Processing, Information Technology
Penn State University 1967 — 1972
PhD - Incomplete, Engineering Mechanics
Indian Institute of Science 1965 — 1967
ME, Mechanical Engineering
University of Mysore, University College of Engineering, Bangalore 1959 — 1963
Bachelor of Engineering (B.E.), Mechanical Engineering
Eric D. Nelson, CFA's Charles Schwab Experience June 2002 - December 2007
Job CoFounder and CEO of Servō Wealth Management
Industry Investment Management
Experience
Servō Wealth Management January 2012 - Present
Equius Partners February 2009 - January 2012
Burns Advisory Group January 2008 - January 2009
Charles Schwab June 2002 - December 2007
Skills
Investments, Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Services, Asset Management, Finance, Asset Allocation, Mutual Funds
Education
Hobart College 1994 — 1998
BA, Economics
Cicero North Syracuse High School 1991 — 1994
Economics, Economics and Finance
Servō Wealth Management January 2012 - Present
Equius Partners February 2009 - January 2012
Burns Advisory Group January 2008 - January 2009
Charles Schwab June 2002 - December 2007
Skills
Investments, Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Services, Asset Management, Finance, Asset Allocation, Mutual Funds
Education
Hobart College 1994 — 1998
BA, Economics
Cicero North Syracuse High School 1991 — 1994
Economics, Economics and Finance
John Lillich John Lillich's Charles Schwab Experience January 1998 - Present
Job Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1998 - Present
Skills
Project Management, Microsoft Office, Business Analysis, Leadership, Financial Analysis, Banking, Process Improvement, Co-Active Coaching
Education
Coaches Training Institute 2014 — 2014
Co-Active Coaching
University of California, Berkeley
Master of Business Administration (M.B.A.), Marketing and Finance
Humboldt State University
Bachelor's Degree, Forestry
Charles Schwab January 1998 - Present
Skills
Project Management, Microsoft Office, Business Analysis, Leadership, Financial Analysis, Banking, Process Improvement, Co-Active Coaching
Education
Coaches Training Institute 2014 — 2014
Co-Active Coaching
University of California, Berkeley
Master of Business Administration (M.B.A.), Marketing and Finance
Humboldt State University
Bachelor's Degree, Forestry
Jen Bureau Jen Bureau's Charles Schwab Experience July 2015 - Present
Job Sr. Manager, RM&I, AML/OFAC Monitoring Strategy Team
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
GE Capital Bank November 2014 - July 2015
GE Capital April 2012 - November 2014
GE Capital April 2010 - April 2012
GE Capital October 2007 - April 2010
Citi February 2003 - October 2007
Skills
Project Management, Fraud Detection, ACBS, Actimize, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Leadership, Banking, Finance, Loans, Management, Financial Services, Portfolio Management, Financial Risk, Credit, Financial Analysis, Process Improvement, Risk Management, Corporate Finance, Auditing, Credit Analysis, Cross-functional Team..., Team Building, Team Leadership, Commercial Banking, Financial Modeling, Accounting, Business Analysis, Business Process, Credit Risk, Strategy, Analysis, Due Diligence, Cash Management, Commercial Lending, Anti Money Laundering, Internal Audit, Mortgage Lending, Change Management, Internal Controls, Analytics, Risk Assessment, KYC, Relationship Management
Education
Hofstra University 1996 — 2000
B.A in Interdisciplinary Studies, Cognitive Psychology & Interdisciplinary Studies
Studying towards ACAMS
Charles Schwab July 2015 - Present
GE Capital Bank November 2014 - July 2015
GE Capital April 2012 - November 2014
GE Capital April 2010 - April 2012
GE Capital October 2007 - April 2010
Citi February 2003 - October 2007
Skills
Project Management, Fraud Detection, ACBS, Actimize, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Leadership, Banking, Finance, Loans, Management, Financial Services, Portfolio Management, Financial Risk, Credit, Financial Analysis, Process Improvement, Risk Management, Corporate Finance, Auditing, Credit Analysis, Cross-functional Team..., Team Building, Team Leadership, Commercial Banking, Financial Modeling, Accounting, Business Analysis, Business Process, Credit Risk, Strategy, Analysis, Due Diligence, Cash Management, Commercial Lending, Anti Money Laundering, Internal Audit, Mortgage Lending, Change Management, Internal Controls, Analytics, Risk Assessment, KYC, Relationship Management
Education
Hofstra University 1996 — 2000
B.A in Interdisciplinary Studies, Cognitive Psychology & Interdisciplinary Studies
Studying towards ACAMS
Cristina (Celotti) Barsotti Cristina (Celotti) Barsotti's Charles Schwab Experience May 2007 - March 2009
Job Administrator/Project Coordinator
Industry Information Technology and Services
Experience
Ross Stores 2011 - 2011
American Red Cross April 2009 - October 2009
Charles Schwab May 2007 - March 2009
Innovative Entertainment August 2004 - May 2007
Alameda Police Department March 2003 - May 2004
Education
Merritt College, Oakland, CA 2002 — 2003
Child Behavior
Chabot College 1990 — 1992
Various Psychology Courses
Heald College 1988 — 1989
Career Administrative, English, Economics
Ross Stores 2011 - 2011
American Red Cross April 2009 - October 2009
Charles Schwab May 2007 - March 2009
Innovative Entertainment August 2004 - May 2007
Alameda Police Department March 2003 - May 2004
Education
Merritt College, Oakland, CA 2002 — 2003
Child Behavior
Chabot College 1990 — 1992
Various Psychology Courses
Heald College 1988 — 1989
Career Administrative, English, Economics
Janis Murray Janis Murray's Charles Schwab Experience 1993 - 2002
Job Sales Representative
Industry Events Services
Experience
Revana March 2013 - Present
Jewish Voice Ministries International 2010 - 2012
Timeless Touches 2002 - 2010
Charles Schwab 1993 - 2002
Various Travel Agencies 1983 - 1992
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Trade Shows, Social Media, Marketing Communications, Coordinating Events, Hospitality, Microsoft Office, Volunteer Management, Detailed Organization, Leadership, Fundraising, Newsletters
Education
Hesston College
Associate of Arts (AA), Liberal Arts
Revana March 2013 - Present
Jewish Voice Ministries International 2010 - 2012
Timeless Touches 2002 - 2010
Charles Schwab 1993 - 2002
Various Travel Agencies 1983 - 1992
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Trade Shows, Social Media, Marketing Communications, Coordinating Events, Hospitality, Microsoft Office, Volunteer Management, Detailed Organization, Leadership, Fundraising, Newsletters
Education
Hesston College
Associate of Arts (AA), Liberal Arts
Scott Glover's Charles Schwab Experience January 2014 - Present
Job Managing Director Sales Strategy & Implementation Branch Network
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab December 2003 - December 2013
Charles Schwab April 1997 - December 2003
Charles Schwab June 1996 - April 1997
Skills
Management, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Retirement Planning, Securities, Wealth Management, Portfolio Management
Education
Hofstra University 1987 — 1991
B.S., Applied Economics & Minor in Philosophy
Charles Schwab January 2014 - Present
Charles Schwab December 2003 - December 2013
Charles Schwab April 1997 - December 2003
Charles Schwab June 1996 - April 1997
Skills
Management, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Retirement Planning, Securities, Wealth Management, Portfolio Management
Education
Hofstra University 1987 — 1991
B.S., Applied Economics & Minor in Philosophy
Christine Ackley, MBA Christine Ackley, MBA's Charles Schwab Experience May 2014 - September 2014
Job Senior Marketer Strategy, Communications & Analytics
Industry Marketing and Advertising
Experience
eG Innovations May 2015 - Present
Launch Marketing September 2014 - May 2015
Charles Schwab May 2014 - September 2014
Cinegif January 2014 - April 2014
Freescale Semiconductor June 2010 - November 2012
McCann Worldgroup December 2008 - March 2010
LANDesk Software July 2007 - November 2008
Modeo LLC December 2005 - October 2006
CHARM Consulting April 2003 - November 2005
Iomega October 2001 - November 2003
Skills
Integrated Marketing, Multi-channel Marketing, Product Marketing, Marketing Communications, Demand Generation, Marketing Strategy, Direct Marketing, SEO, Lead Generation, Online Advertising, SEM, Strategy, Strategic Partnerships, Advertising, Advertising Management, Cross-functional Team..., Web Analytics, Market Research, CRM, Marketing, Corporate Communications, Product Launch, Social Media, SaaS, Start-ups, Channel, Marketing Management, Public Relations, Strategic Planning, Market Planning, Go-to-market Strategy, Mobile Devices, Product Management, B2B Marketing, Enterprise Software, Leadership, Segmentation, Direct Mail, Digital Marketing, Online Marketing, Email Marketing, Creative Strategy, Competitive Analysis, Brand Management, B2B, Brand Development, Positioning, Marketing Automation, Newsletters, Management
Education
Houston Baptist University 1995 — 1997
MBA, Marketing
The University of Texas at Austin 1989 — 1993
BBA, Marketing
eG Innovations May 2015 - Present
Launch Marketing September 2014 - May 2015
Charles Schwab May 2014 - September 2014
Cinegif January 2014 - April 2014
Freescale Semiconductor June 2010 - November 2012
McCann Worldgroup December 2008 - March 2010
LANDesk Software July 2007 - November 2008
Modeo LLC December 2005 - October 2006
CHARM Consulting April 2003 - November 2005
Iomega October 2001 - November 2003
Skills
Integrated Marketing, Multi-channel Marketing, Product Marketing, Marketing Communications, Demand Generation, Marketing Strategy, Direct Marketing, SEO, Lead Generation, Online Advertising, SEM, Strategy, Strategic Partnerships, Advertising, Advertising Management, Cross-functional Team..., Web Analytics, Market Research, CRM, Marketing, Corporate Communications, Product Launch, Social Media, SaaS, Start-ups, Channel, Marketing Management, Public Relations, Strategic Planning, Market Planning, Go-to-market Strategy, Mobile Devices, Product Management, B2B Marketing, Enterprise Software, Leadership, Segmentation, Direct Mail, Digital Marketing, Online Marketing, Email Marketing, Creative Strategy, Competitive Analysis, Brand Management, B2B, Brand Development, Positioning, Marketing Automation, Newsletters, Management
Education
Houston Baptist University 1995 — 1997
MBA, Marketing
The University of Texas at Austin 1989 — 1993
BBA, Marketing
Tara Dabek Tara Dabek's Charles Schwab Experience June 2015 - Present
Job Senior Manager at Charles Schwab
Industry Banking
Experience
Charles Schwab June 2015 - Present
Discover Financial Services February 2013 - May 2015
Association of Certified Anti-Money Laundering Specialists July 2008 - June 2014
BMO Harris July 2012 - February 2013
Citizens First National Bank May 2010 - July 2012
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - May 2010
Skills
Reliable, Strong work ethic, Loyal, Excellent..., Accepts supervision well, Effectively supervises..., Works well as a team..., Ambitious, Outgoing, Hardworking, Good with people, Extremely knowledgeable..., Proficient in Microsoft..., Bank Secrecy Act, AML, ACH, Microsoft Excel, USA PATRIOT Act, OFAC
Education
Northern Illinois University - College of Business 2002 — 2004
Bachelor of Science (BS), Accounting
Illinois Valley Community College 2000 — 2002
Associate of Science (A.S.)
Charles Schwab June 2015 - Present
Discover Financial Services February 2013 - May 2015
Association of Certified Anti-Money Laundering Specialists July 2008 - June 2014
BMO Harris July 2012 - February 2013
Citizens First National Bank May 2010 - July 2012
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - May 2010
Skills
Reliable, Strong work ethic, Loyal, Excellent..., Accepts supervision well, Effectively supervises..., Works well as a team..., Ambitious, Outgoing, Hardworking, Good with people, Extremely knowledgeable..., Proficient in Microsoft..., Bank Secrecy Act, AML, ACH, Microsoft Excel, USA PATRIOT Act, OFAC
Education
Northern Illinois University - College of Business 2002 — 2004
Bachelor of Science (BS), Accounting
Illinois Valley Community College 2000 — 2002
Associate of Science (A.S.)
Howard Hubbard Howard Hubbard's Charles Schwab Experience 2000 - 2011
Job Experienced COBOL Developer
Industry Financial Services
Experience
Charles Schwab 2000 - 2011
Levi Strauss & Co. August 1997 - November 1999
APL February 1988 - August 1997
Pacific Stock Exchange (PSE) September 1985 - February 1988
Options Clearing Corporation October 1981 - August 1985
Kraft Foods June 1980 - September 1981
Education
Illinois State University 1975 — 1979
B.A., Economics
Charles Schwab 2000 - 2011
Levi Strauss & Co. August 1997 - November 1999
APL February 1988 - August 1997
Pacific Stock Exchange (PSE) September 1985 - February 1988
Options Clearing Corporation October 1981 - August 1985
Kraft Foods June 1980 - September 1981
Education
Illinois State University 1975 — 1979
B.A., Economics
Jacob Sanders Jacob Sanders's Charles Schwab Experience October 1995 - November 2001
Job Sr Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2015 - Present
AECOM (formerly URS) March 2014 - February 2015
McKay Brothers, LLC December 2013 - March 2014
Quinn Interactive, Inc. March 2005 - March 2014
Radiant Nonprofit Management February 2005 - April 2005
Charles Schwab October 1995 - November 2001
Skills
Financial Modeling, Budgets, Cash Flow, Bookkeeping, Analytics, Financial Analysis, Project Management, E-commerce, Business Analysis, SQL, Web Development, Finance, Information Architecture, Process Improvement, Accounting, Web Analytics, General Ledger, Strategic Financial..., US GAAP, Forecasting, Financial Reporting, Management, Start-ups, Financial Statements, Leadership, Data Analysis, Analysis, Business Process, Salesforce.com, Managerial Finance, QuickBooks
Education
University of California, Davis - Graduate School of Management 2002 — 2004
MBA, Finance concentration
Hope College 1989 — 1993
BA, Business-French-PolySci composite major, Geology minor
Wells Fargo Bank, N.A. June 2015 - Present
AECOM (formerly URS) March 2014 - February 2015
McKay Brothers, LLC December 2013 - March 2014
Quinn Interactive, Inc. March 2005 - March 2014
Radiant Nonprofit Management February 2005 - April 2005
Charles Schwab October 1995 - November 2001
Skills
Financial Modeling, Budgets, Cash Flow, Bookkeeping, Analytics, Financial Analysis, Project Management, E-commerce, Business Analysis, SQL, Web Development, Finance, Information Architecture, Process Improvement, Accounting, Web Analytics, General Ledger, Strategic Financial..., US GAAP, Forecasting, Financial Reporting, Management, Start-ups, Financial Statements, Leadership, Data Analysis, Analysis, Business Process, Salesforce.com, Managerial Finance, QuickBooks
Education
University of California, Davis - Graduate School of Management 2002 — 2004
MBA, Finance concentration
Hope College 1989 — 1993
BA, Business-French-PolySci composite major, Geology minor
Dore Funches's Charles Schwab Experience June 2010 - July 2011
Job IT Assistant Systems Specialist at Genentech
Industry Information Technology and Services
Experience
Genentech September 2013 - Present
941 Studios June 2008 - Present
Comcast July 2011 - December 2012
Charles Schwab June 2010 - July 2011
PG&E/Wellington Energy November 2009 - June 2010
Skills
Customer Service, PowerPoint, Word, Microsoft Office, Excel, Mac OS X, Windows 7, Windows Server 2003, Adobe Creative Suite, Adobe Software, Photography, Photoshop, Dreamweaver, Microsoft Excel
Education
Heald College 2010 — 2012
IT - Network Security
The Art Institute of California-San Francisco 2007 — 2009
Genentech September 2013 - Present
941 Studios June 2008 - Present
Comcast July 2011 - December 2012
Charles Schwab June 2010 - July 2011
PG&E/Wellington Energy November 2009 - June 2010
Skills
Customer Service, PowerPoint, Word, Microsoft Office, Excel, Mac OS X, Windows 7, Windows Server 2003, Adobe Creative Suite, Adobe Software, Photography, Photoshop, Dreamweaver, Microsoft Excel
Education
Heald College 2010 — 2012
IT - Network Security
The Art Institute of California-San Francisco 2007 — 2009
Chris Trotta, CDR's Charles Schwab Experience March 2013 - Present
Job Talent Sourcing Advisor at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab July 2010 - March 2013
Key Bank September 2007 - July 2010
KeyBank June 2006 - August 2007
Blockbuster Video January 2005 - April 2006
Sempra Energy July 2000 - January 2005
GameStop July 1999 - July 2000
Blockbuster January 1998 - July 1999
Crown Books July 1996 - January 1998
Skills
Interviewing, Hiring, Lotus Notes, PowerPoint, Word, Excel, Budgeting, Supervisory Skills, Microsoft Office, PeopleSoft, Telephone Skills, Inventory Management, Talent Acquisition, Full-cycle Recruiting, College Recruiting, Diversity Recruitment, Internet Recruiting, Applicant Tracking..., Employee Relations, Technical Recruiting, Onboarding, Employee Engagement, HR Policies, Resume Writing, Talent Management, New Hire Orientation, Sourcing, Recruitment/Retention, Performance Management, Workforce Planning, Organizational..., Coaching, Payroll, Background Checks, Outlook, HR Strategy, Mentoring
Education
Heritage College-Denver 2005 — 2007
Associate's Degree, Occupational Studies, Therapeutic Massage
Charles Schwab March 2013 - Present
Charles Schwab July 2010 - March 2013
Key Bank September 2007 - July 2010
KeyBank June 2006 - August 2007
Blockbuster Video January 2005 - April 2006
Sempra Energy July 2000 - January 2005
GameStop July 1999 - July 2000
Blockbuster January 1998 - July 1999
Crown Books July 1996 - January 1998
Skills
Interviewing, Hiring, Lotus Notes, PowerPoint, Word, Excel, Budgeting, Supervisory Skills, Microsoft Office, PeopleSoft, Telephone Skills, Inventory Management, Talent Acquisition, Full-cycle Recruiting, College Recruiting, Diversity Recruitment, Internet Recruiting, Applicant Tracking..., Employee Relations, Technical Recruiting, Onboarding, Employee Engagement, HR Policies, Resume Writing, Talent Management, New Hire Orientation, Sourcing, Recruitment/Retention, Performance Management, Workforce Planning, Organizational..., Coaching, Payroll, Background Checks, Outlook, HR Strategy, Mentoring
Education
Heritage College-Denver 2005 — 2007
Associate's Degree, Occupational Studies, Therapeutic Massage
Barry Beck Barry Beck's Charles Schwab Experience 1980 - 1990
Job Website Producer, Technical Writer / Salesforce Developer Trainee; Organization: Veterans2Work
Industry Information Technology and Services
Experience
Veterans2Work.org 2014 - Present
Delta Dental Insurance Co. through Vircon Technical Solutions 2007 - 2009
Kaiser Permanente 2004 - 2006
Genesys Telecommunications Laboratories, a subsidiary Alcatel-Lucent 2000 - 2001
Charles Schwab 1980 - 1990
San Francisco Examiner 1978 - 1980
Skills
Adobe Acrobat, Dreamweaver, Adobe Creative Suite, HTML 5, Photoshop, FrameMaker, SharePoint Designer, Flash, Microsoft Office, Web Design, Web Development, Web 2.0, Access
Education
Hofstra University
BA, History; Secondary Education
United States Navy
Quartermaster (Navigation) School
Salesforce Developer Trainee; Organization: Veterans2Work
Veterans2Work.org 2014 - Present
Delta Dental Insurance Co. through Vircon Technical Solutions 2007 - 2009
Kaiser Permanente 2004 - 2006
Genesys Telecommunications Laboratories, a subsidiary Alcatel-Lucent 2000 - 2001
Charles Schwab 1980 - 1990
San Francisco Examiner 1978 - 1980
Skills
Adobe Acrobat, Dreamweaver, Adobe Creative Suite, HTML 5, Photoshop, FrameMaker, SharePoint Designer, Flash, Microsoft Office, Web Design, Web Development, Web 2.0, Access
Education
Hofstra University
BA, History; Secondary Education
United States Navy
Quartermaster (Navigation) School
Salesforce Developer Trainee; Organization: Veterans2Work
Heather Marcom Heather Marcom's Charles Schwab Experience December 2014 - Present
Job Vice President, Talent Acquisition at Charles Schwab
Industry Human Resources
Experience
Charles Schwab December 2014 - Present
Charles Schwab April 2012 - December 2014
PayPal, an eBay company July 2010 - April 2012
Supplemental Health Care January 2004 - May 2010
Robert Half International March 2003 - January 2004
Triad Personnel 1998 - 2003
Skills
Talent Acquisition, Technical Recruiting, Hiring, Cold Calling, Workforce Planning, Metrics, Referrals, Engagement, Applicant Tracking..., Onboarding, Recruitment/Retention, Full-cycle Recruiting, Executive Search, Screening, Interviewing, Resume Writing, Sourcing, College Recruiting, Compensation, Temporary Staffing, Performance Management, Background Checks, Employer Branding, Vendor Management, Leadership Development, Coaching, Mentoring, Contract Negotiations, Team Building, Benefits Administration, Benefits Negotiation, Business Development, CRM, Contract Negotiation, Contract Recruitment, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, HRIS, Human Resources, Internet Recruiting, Interviews, Job Fairs, Leadership, Management, New Hire Orientations, Personnel Management, Recruiting, Talent Management
Education
Illinois State University
Bachelor's of Science
Charles Schwab December 2014 - Present
Charles Schwab April 2012 - December 2014
PayPal, an eBay company July 2010 - April 2012
Supplemental Health Care January 2004 - May 2010
Robert Half International March 2003 - January 2004
Triad Personnel 1998 - 2003
Skills
Talent Acquisition, Technical Recruiting, Hiring, Cold Calling, Workforce Planning, Metrics, Referrals, Engagement, Applicant Tracking..., Onboarding, Recruitment/Retention, Full-cycle Recruiting, Executive Search, Screening, Interviewing, Resume Writing, Sourcing, College Recruiting, Compensation, Temporary Staffing, Performance Management, Background Checks, Employer Branding, Vendor Management, Leadership Development, Coaching, Mentoring, Contract Negotiations, Team Building, Benefits Administration, Benefits Negotiation, Business Development, CRM, Contract Negotiation, Contract Recruitment, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, HRIS, Human Resources, Internet Recruiting, Interviews, Job Fairs, Leadership, Management, New Hire Orientations, Personnel Management, Recruiting, Talent Management
Education
Illinois State University
Bachelor's of Science
Jan Beke Jan Beke's Charles Schwab Experience July 2015 - August 2015
Job Independent Consultant | Business Development | Entrepreneur | Master International Business | Analyst
Industry Management Consulting
Experience
RedCone LLC February 2015 - Present
Charles Schwab July 2015 - August 2015
Press Trust of India June 2014 - September 2014
UniAgents February 2014 - July 2014
DKI Capital June 2012 - March 2013
European Union Chamber of Commerce in China February 2012 - July 2012
A.T. Kearney August 2007 - September 2007
Skills
International Relations, Management Consulting, Economics, Market Research, Public Speaking, Public Relations, Business Strategy, Management, Analysis, Sales, Negotiation
Education
Hult International Business School 2014 — 2015
Master's Degree, International Business
Vrije Universiteit Brussel 2011 — 2013
Master's degree, Philosophy, Magna Cum Laude (with Great Honor)
Vrije Universiteit Brussel 2012 — 2013
Postgraduate, China Business Development, Magna Cum Laude (with Great Honor)
Vrije Universiteit Brussel 2008 — 2011
Bachelor's Degree, Philosophy, Cum Laude (with Honor)
RedCone LLC February 2015 - Present
Charles Schwab July 2015 - August 2015
Press Trust of India June 2014 - September 2014
UniAgents February 2014 - July 2014
DKI Capital June 2012 - March 2013
European Union Chamber of Commerce in China February 2012 - July 2012
A.T. Kearney August 2007 - September 2007
Skills
International Relations, Management Consulting, Economics, Market Research, Public Speaking, Public Relations, Business Strategy, Management, Analysis, Sales, Negotiation
Education
Hult International Business School 2014 — 2015
Master's Degree, International Business
Vrije Universiteit Brussel 2011 — 2013
Master's degree, Philosophy, Magna Cum Laude (with Great Honor)
Vrije Universiteit Brussel 2012 — 2013
Postgraduate, China Business Development, Magna Cum Laude (with Great Honor)
Vrije Universiteit Brussel 2008 — 2011
Bachelor's Degree, Philosophy, Cum Laude (with Honor)
Deepak Naidu Deepak Naidu's Charles Schwab Experience September 2011 - Present
Job Staff Software Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
optionsXpress December 2006 - September 2011
Illinois Institute of Technology, Facilities Department August 2005 - December 2006
Skills
C#, VB.NET, ASP.NET, ASP.NET MVC, ASP.NET AJAX, WCF, JavaScript, jQuery, XML, HTML, CSS, TFS, SQL, SQL Server Management..., SOA, SDLC, Scrum, Multithreading, Agile Methodologies, Microsoft SQL Server, Java, Web Services, OOP, Options, SOAP, Web Applications
Education
Illinois Institute of Technology 2005 — 2007
Master of Science (M.S.), Computer Science
Modern Education Society College of Engineering 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
Charles Schwab September 2011 - Present
optionsXpress December 2006 - September 2011
Illinois Institute of Technology, Facilities Department August 2005 - December 2006
Skills
C#, VB.NET, ASP.NET, ASP.NET MVC, ASP.NET AJAX, WCF, JavaScript, jQuery, XML, HTML, CSS, TFS, SQL, SQL Server Management..., SOA, SDLC, Scrum, Multithreading, Agile Methodologies, Microsoft SQL Server, Java, Web Services, OOP, Options, SOAP, Web Applications
Education
Illinois Institute of Technology 2005 — 2007
Master of Science (M.S.), Computer Science
Modern Education Society College of Engineering 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
Laura Bracken Stepping Laura Bracken Stepping's Charles Schwab Experience February 2003 - May 2011
Job Writer & Integrated Marketing Specialist
Industry Marketing and Advertising
Experience
Heist Life May 2011 - Present
Silicon Valley Bank 2013 - 2014
Charles Schwab February 2003 - May 2011
Charles Schwab January 1996 - May 2002
LoArt February 1985 - January 1995
Skills
Integrated Marketing, Marketing Management, B2B, Social Media, Writing, Corporate Positioning, Practice Management, Positioning, Strategy, Lead Generation, Marketing Strategy, Corporate Communications, Product Marketing, Marketing, Newsletters, Digital Marketing, Marketing Communications, Entrepreneurship, Social Media Marketing, Business Development, Public Relations, Sales, Advertising, Program Management, Product Development
Education
Illinois State University 1979 — 1984
BA, Communications, Public Relations, English Literature
Heist Life May 2011 - Present
Silicon Valley Bank 2013 - 2014
Charles Schwab February 2003 - May 2011
Charles Schwab January 1996 - May 2002
LoArt February 1985 - January 1995
Skills
Integrated Marketing, Marketing Management, B2B, Social Media, Writing, Corporate Positioning, Practice Management, Positioning, Strategy, Lead Generation, Marketing Strategy, Corporate Communications, Product Marketing, Marketing, Newsletters, Digital Marketing, Marketing Communications, Entrepreneurship, Social Media Marketing, Business Development, Public Relations, Sales, Advertising, Program Management, Product Development
Education
Illinois State University 1979 — 1984
BA, Communications, Public Relations, English Literature
Aaron Moore Aaron Moore's Charles Schwab Experience June 2007 - April 2009
Job Corporate Recruiter at Cross Country Mortgage
Industry Financial Services
Experience
CrossCountry Mortgage, Inc. August 2015 - Present
KeyBank July 2013 - Present
Key Bank March 2011 - Present
Charles Schwab June 2007 - April 2009
Sterling Technical Staffing November 2004 - June 2007
Progressive Insurance 1999 - 2004
Skills
Talent Acquisition, Temporary Placement, Training, Employee Relations, Project Management, Management, Business Analysis, Process Improvement, Recruiting, Vendor Management, Performance Management, Onboarding
Education
Kent State University - Graduate School of Management 2008 — 2010
MBA, Management
Hiram College 2003 — 2007
BA, Management & Economics
Cardinal High Scool
CrossCountry Mortgage, Inc. August 2015 - Present
KeyBank July 2013 - Present
Key Bank March 2011 - Present
Charles Schwab June 2007 - April 2009
Sterling Technical Staffing November 2004 - June 2007
Progressive Insurance 1999 - 2004
Skills
Talent Acquisition, Temporary Placement, Training, Employee Relations, Project Management, Management, Business Analysis, Process Improvement, Recruiting, Vendor Management, Performance Management, Onboarding
Education
Kent State University - Graduate School of Management 2008 — 2010
MBA, Management
Hiram College 2003 — 2007
BA, Management & Economics
Cardinal High Scool
Pritham Krishnan's Charles Schwab Experience September 2005 - October 2013
Job Senior Director, Demand Generation & Operations at NetSuite
Industry Computer Software
Experience
NetSuite October 2013 - Present
Charles Schwab September 2005 - October 2013
Ariba 2004 - 2005
Accenture 2000 - 2003
Skills
Marketing Strategy, Customer Acquisition, Customer Experience, New Business Development, Strategic Partnerships, Business Strategy, Product Marketing, Strategy, Business Development, Product Management, Segmentation, Demand Generation, Integrated Marketing, Cross Channel Marketing, Marketing Automation, Marketing Operations, Content Strategy, Content Syndication, Marketing Analytics, Partnership Marketing, Project Implementation, Customer Segmentation..., Product Launch, Process Improvement, Operational Efficiency, Marketing Management, Program Management, Leadership, Strategic Planning, Executive Management, Product Development, Marketing
Education
University of Pennsylvania - The Wharton School
MBA
Rensselaer Polytechnic Institute
MS, Chemical Engineering
Indian Institute of Technology, Madras
B.Tech, Chemical Engineering
NetSuite October 2013 - Present
Charles Schwab September 2005 - October 2013
Ariba 2004 - 2005
Accenture 2000 - 2003
Skills
Marketing Strategy, Customer Acquisition, Customer Experience, New Business Development, Strategic Partnerships, Business Strategy, Product Marketing, Strategy, Business Development, Product Management, Segmentation, Demand Generation, Integrated Marketing, Cross Channel Marketing, Marketing Automation, Marketing Operations, Content Strategy, Content Syndication, Marketing Analytics, Partnership Marketing, Project Implementation, Customer Segmentation..., Product Launch, Process Improvement, Operational Efficiency, Marketing Management, Program Management, Leadership, Strategic Planning, Executive Management, Product Development, Marketing
Education
University of Pennsylvania - The Wharton School
MBA
Rensselaer Polytechnic Institute
MS, Chemical Engineering
Indian Institute of Technology, Madras
B.Tech, Chemical Engineering
Angela M. Cochran, CRPC®'s Charles Schwab Experience December 2012 - Present
Job VP Financial Consultant, Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Merrill Lynch November 2008 - December 2012
Victory Nissan of Chesapeake May 2004 - October 2007
Wells Fargo November 2003 - May 2004
Deloitte May 2001 - August 2001
Education
Howard University 1998 — 2002
BBA, Accounting, Howard University Hilltop Scholar
Certificates and Liceneses
Charles Schwab December 2012 - Present
Merrill Lynch November 2008 - December 2012
Victory Nissan of Chesapeake May 2004 - October 2007
Wells Fargo November 2003 - May 2004
Deloitte May 2001 - August 2001
Education
Howard University 1998 — 2002
BBA, Accounting, Howard University Hilltop Scholar
Certificates and Liceneses
Juan Carlos Espina Juan Carlos Espina's Charles Schwab Experience March 2015 - Present
Job Managing Director Asset Liability Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Federal Home Loan Bank of Chicago May 2014 - March 2015
Federal Home Loan Bank of Chicago January 2012 - May 2014
Federal Home Loan Bank of Chicago January 2009 - December 2011
Federal Home Loan Bank of Chicago January 2006 - January 2009
Federal Home Loan Bank of Chicago August 2004 - January 2006
Banco del Caribe - Caracas, Venezuela August 2001 - November 2003
JP Morgan Chase (Bank One) May 2000 - May 2001
Chicago Board of Trade February 1999 - April 2000
Skills
Risk Management, Credit Risk, Financial Modeling, Strategic Planning, ALM, Bilingual-Spanish, Options Strategies, Trading Strategies, Financial Risk, Fixed Income, Enterprise Risk..., Financial Analysis, Capital Markets, Portfolio Management, Valuation, Banking, Market Risk, Derivatives, Management
Education
Illinois Institute of Technology 1998 — 2000
MS Finance, (Financial Markets, Trading & Risk Management)
Universidad Central de Venezuela 1993 — 1996
BS Engineering, Agronomics (Economics of Agri-business and Food Technology)
Universidad del Zulia 1990 — 1993
BS Engineering, Agronomics
Charles Schwab March 2015 - Present
Federal Home Loan Bank of Chicago May 2014 - March 2015
Federal Home Loan Bank of Chicago January 2012 - May 2014
Federal Home Loan Bank of Chicago January 2009 - December 2011
Federal Home Loan Bank of Chicago January 2006 - January 2009
Federal Home Loan Bank of Chicago August 2004 - January 2006
Banco del Caribe - Caracas, Venezuela August 2001 - November 2003
JP Morgan Chase (Bank One) May 2000 - May 2001
Chicago Board of Trade February 1999 - April 2000
Skills
Risk Management, Credit Risk, Financial Modeling, Strategic Planning, ALM, Bilingual-Spanish, Options Strategies, Trading Strategies, Financial Risk, Fixed Income, Enterprise Risk..., Financial Analysis, Capital Markets, Portfolio Management, Valuation, Banking, Market Risk, Derivatives, Management
Education
Illinois Institute of Technology 1998 — 2000
MS Finance, (Financial Markets, Trading & Risk Management)
Universidad Central de Venezuela 1993 — 1996
BS Engineering, Agronomics (Economics of Agri-business and Food Technology)
Universidad del Zulia 1990 — 1993
BS Engineering, Agronomics
Will Cavin Will Cavin's Charles Schwab Experience 1998 - 2000
Job Senior Network Architect at LiveVox
Industry Computer Software
Experience
Autodesk June 2003 - October 2012
Avasta 2000 - 2002
Charles Schwab 1998 - 2000
Lilien Systems 1994 - 1997
Kelly Computer Systems 1991 - 1994
Hewlett-Packard 1984 - 1991
Skills
Data Center, WAN, Network Design, Juniper, Cisco Technologies, Network Administration, Cloud Computing, Firewalls, LAN-WAN, MPLS Networking, VoIP, Cisco Routing &..., QoS, Integration, Network Performance..., Networking, MPLS, ITIL, WAN Optimisation, Cisco Routers, Network Security, Network Architecture, OSPF, SAN, Juniper firewalls, VMware, Disaster Recovery, Virtualization, System Administration, SIP, Juniper Technologies
Education
Howard University 1980 — 1984
B. Business Adminstration - Computer Based Information Systems
Autodesk June 2003 - October 2012
Avasta 2000 - 2002
Charles Schwab 1998 - 2000
Lilien Systems 1994 - 1997
Kelly Computer Systems 1991 - 1994
Hewlett-Packard 1984 - 1991
Skills
Data Center, WAN, Network Design, Juniper, Cisco Technologies, Network Administration, Cloud Computing, Firewalls, LAN-WAN, MPLS Networking, VoIP, Cisco Routing &..., QoS, Integration, Network Performance..., Networking, MPLS, ITIL, WAN Optimisation, Cisco Routers, Network Security, Network Architecture, OSPF, SAN, Juniper firewalls, VMware, Disaster Recovery, Virtualization, System Administration, SIP, Juniper Technologies
Education
Howard University 1980 — 1984
B. Business Adminstration - Computer Based Information Systems
Gerald Willett's Charles Schwab Experience 2006 - 2009
Job Insurance Services, Client Account Operations at State Street Bank
Industry Financial Services
Experience
State Street Bank December 2013 - Present
Charles Schwab 2006 - 2009
Great West Life & Annuity June 2005 - April 2006
Columbia Management Group May 2002 - August 2003
TIAA-CREF July 1999 - April 2000
American Century and The Benham Group April 1992 - July 1999
Skills
Client Service Oriented, Financial Services, Research, Marketing Strategy, Helpdesk Support, Microsoft Office, Microsoft Excel, Customer Service, Investments, Financial Analysis, PowerPoint, Account Management, Microsoft Word, Process Improvement, Management, Mutual Funds, Strategic Financial..., Client Services, Help Desk Support, Financial Planning, Retirement Planning, Insurance
Education
Humboldt State University 1986 — 1988
Bachelor, Business Administration; Business Administration; Marketing and Finance
Foothill Community College 1983 — 1986
Associate, Business Administration; Business Administration
State Street Bank December 2013 - Present
Charles Schwab 2006 - 2009
Great West Life & Annuity June 2005 - April 2006
Columbia Management Group May 2002 - August 2003
TIAA-CREF July 1999 - April 2000
American Century and The Benham Group April 1992 - July 1999
Skills
Client Service Oriented, Financial Services, Research, Marketing Strategy, Helpdesk Support, Microsoft Office, Microsoft Excel, Customer Service, Investments, Financial Analysis, PowerPoint, Account Management, Microsoft Word, Process Improvement, Management, Mutual Funds, Strategic Financial..., Client Services, Help Desk Support, Financial Planning, Retirement Planning, Insurance
Education
Humboldt State University 1986 — 1988
Bachelor, Business Administration; Business Administration; Marketing and Finance
Foothill Community College 1983 — 1986
Associate, Business Administration; Business Administration
Marcel van Gemert Marcel van Gemert's Charles Schwab Experience July 2014 - Present
Job Marketing Manager, Lending Products & Integration at Charles Schwab
Industry Online Media
Experience
Charles Schwab July 2014 - Present
NetHawk Interactive June 2011 - July 2014
NetHawk Interactive August 2009 - June 2011
Avise Partners November 2008 - July 2009
Mondoor BV October 2007 - February 2008
Red Herring February 2007 - July 2007
Skills
Lead Generation, Online Marketing, Email Marketing, Marketing Strategy, Online Advertising, Media Buying, Market Research, Social Media, Negotiation, Event Management, Account Management, Sales Management
Education
2004 — 2008
Bachelor's, International Business
Universidad del Salvador 2006 — 2006
Business Strategies
Charles Schwab July 2014 - Present
NetHawk Interactive June 2011 - July 2014
NetHawk Interactive August 2009 - June 2011
Avise Partners November 2008 - July 2009
Mondoor BV October 2007 - February 2008
Red Herring February 2007 - July 2007
Skills
Lead Generation, Online Marketing, Email Marketing, Marketing Strategy, Online Advertising, Media Buying, Market Research, Social Media, Negotiation, Event Management, Account Management, Sales Management
Education
2004 — 2008
Bachelor's, International Business
Universidad del Salvador 2006 — 2006
Business Strategies
Adesh Agarwal, PMP, CSP Adesh Agarwal, PMP, CSP's Charles Schwab Experience March 2010 - June 2011
Job Sr Program Manager at FireEye, Inc.
Industry Computer Software
Experience
FireEye, Inc. September 2013 - Present
StubHub July 2011 - September 2013
Charles Schwab March 2010 - June 2011
Symantec October 2008 - March 2010
Wipro Technologies December 2002 - October 2008
HCL Perot Systems October 2000 - December 2002
Tata Steel July 1999 - October 2000
Skills
Agile Project Management, B2C ecommerce, Securities, MS Project, Scrum, Agile, RUP, SDLC, PMBOK, SharePoint, ClearQuest, Visio, PMP, Outlook, PowerPoint, Word, Excel, B2C, E-commerce, Program Management, TFS, Microsoft Office, Waterfall, Software Project..., Certified Scrum Master..., PMO, JIRA, Rally, Certified Scrum..., Kanban, Agile Methodologies, Microsoft Excel, Microsoft Word, Software Development, Project Management, Risk Management, Testing, SOA, Project Delivery, Project Portfolio..., Release Management, User Acceptance Testing, Software Documentation, Java Enterprise Edition, Project Planning, Requirements Analysis, Enterprise Architecture, Requirements Gathering, Vendor Management, Management
Education
Indian Institute of Technology, Roorkee 1995 — 1999
Bachelor of Engineering (B.E.)
FireEye, Inc. September 2013 - Present
StubHub July 2011 - September 2013
Charles Schwab March 2010 - June 2011
Symantec October 2008 - March 2010
Wipro Technologies December 2002 - October 2008
HCL Perot Systems October 2000 - December 2002
Tata Steel July 1999 - October 2000
Skills
Agile Project Management, B2C ecommerce, Securities, MS Project, Scrum, Agile, RUP, SDLC, PMBOK, SharePoint, ClearQuest, Visio, PMP, Outlook, PowerPoint, Word, Excel, B2C, E-commerce, Program Management, TFS, Microsoft Office, Waterfall, Software Project..., Certified Scrum Master..., PMO, JIRA, Rally, Certified Scrum..., Kanban, Agile Methodologies, Microsoft Excel, Microsoft Word, Software Development, Project Management, Risk Management, Testing, SOA, Project Delivery, Project Portfolio..., Release Management, User Acceptance Testing, Software Documentation, Java Enterprise Edition, Project Planning, Requirements Analysis, Enterprise Architecture, Requirements Gathering, Vendor Management, Management
Education
Indian Institute of Technology, Roorkee 1995 — 1999
Bachelor of Engineering (B.E.)
Peter J. Emery's Charles Schwab Experience May 2013 - April 2014
Job Marketing & Events Specialist
Industry Marketing and Advertising
Experience
Various Companies January 2015 - Present
Sabbatical April 2014 - January 2015
Charles Schwab May 2013 - April 2014
PayPal December 2011 - April 2013
Charles Schwab December 2007 - December 2011
Citigroup (New York City headquarters) May 2005 - July 2007
Mark Burnett Productions September 2004 - May 2005
Public Broadcasting Service January 2003 - October 2003
MTV Networks November 2001 - January 2003
EventQuest May 2001 - October 2001
Skills
Integrated Marketing, Advertising, Brand Management, Strategy, Digital Marketing, Digital Strategy, Public Relations, Management, Marketing Strategy, Online Advertising, Press Releases, Brand Architecture, Marketing Communications, Digital Media, Online Marketing, Cross-functional Team..., Direct Marketing, Event Management, Strategic Partnerships, Corporate Sponsorships, Customer Journeys, Employee Engagement, Brand Implementation
Education
Cranbrook Kingswood
Hope College
BA, Communications; Spanish (double major)
Universidad de Salamanca
Spanish, Intensive Study Abroad Program
Various Companies January 2015 - Present
Sabbatical April 2014 - January 2015
Charles Schwab May 2013 - April 2014
PayPal December 2011 - April 2013
Charles Schwab December 2007 - December 2011
Citigroup (New York City headquarters) May 2005 - July 2007
Mark Burnett Productions September 2004 - May 2005
Public Broadcasting Service January 2003 - October 2003
MTV Networks November 2001 - January 2003
EventQuest May 2001 - October 2001
Skills
Integrated Marketing, Advertising, Brand Management, Strategy, Digital Marketing, Digital Strategy, Public Relations, Management, Marketing Strategy, Online Advertising, Press Releases, Brand Architecture, Marketing Communications, Digital Media, Online Marketing, Cross-functional Team..., Direct Marketing, Event Management, Strategic Partnerships, Corporate Sponsorships, Customer Journeys, Employee Engagement, Brand Implementation
Education
Cranbrook Kingswood
Hope College
BA, Communications; Spanish (double major)
Universidad de Salamanca
Spanish, Intensive Study Abroad Program
Marpessa Allen Marpessa Allen's Charles Schwab Experience September 2010 - July 2011
Job Health and Wellness Consultant
Industry Hospital & Health Care
Experience
Gifts of Eden June 2011 - Present
Charles Schwab September 2010 - July 2011
Save Our Youth June 2006 - June 2007
Heads Up 2002 - 2003
Education
University of Colorado Denver 2005 — 2008
BA, Communications
Howard University 2001 — 2003
Gifts of Eden June 2011 - Present
Charles Schwab September 2010 - July 2011
Save Our Youth June 2006 - June 2007
Heads Up 2002 - 2003
Education
University of Colorado Denver 2005 — 2008
BA, Communications
Howard University 2001 — 2003
Deborah A. (Ruta) Minotakis Deborah A. (Ruta) Minotakis's Charles Schwab Experience January 1998 - February 2000
Job Nutrition Consultant & Facial Specialist
Industry Health, Wellness and Fitness
Experience
Self Employed September 2011 - Present
Diet Center South East February 2008 - September 2011
Minotakis Corporation February 2000 - February 2008
Charles Schwab January 1998 - February 2000
The Long-Term Credit Bank of Japan August 1989 - March 1995
Education
Saint John's University 1989 — 1991
MBA, Finance
Hofstra University 1985 — 1989
BBA, Banking and Finance
Self Employed September 2011 - Present
Diet Center South East February 2008 - September 2011
Minotakis Corporation February 2000 - February 2008
Charles Schwab January 1998 - February 2000
The Long-Term Credit Bank of Japan August 1989 - March 1995
Education
Saint John's University 1989 — 1991
MBA, Finance
Hofstra University 1985 — 1989
BBA, Banking and Finance
Igor Pertsovsky's Charles Schwab Experience July 2012 - January 2013
Job IT Project Manager
Industry Information Technology and Services
Experience
American Express June 2015 - Present
Avnet Technology Solutions September 2014 - June 2015
OneNeck IT Solutions June 2013 - August 2014
American Express March 2013 - June 2013
Charles Schwab July 2012 - January 2013
Arizona Department of Education November 2011 - June 2012
Arizona Public Services (APS) March 2010 - October 2011
DHL (with UST Global) April 2009 - December 2009
DHL IT Services Americas July 2006 - March 2009
DHL Israel March 2000 - July 2006
Skills
MS Project, Information Security..., IT Management, Project Management, Citrix, Information Security, Databases, VMware, PMP, ITIL, Project Portfolio..., SDLC, Web Applications, PMO, Security, Business Analysis, Active Directory, Weblogic, Process Improvement, Vendor Management, Program Management, Data Center, Enterprise Architecture, Team Leadership, Troubleshooting, SharePoint, Visio, Servers, Integration, Cross-functional..., Business & IT Planning, Global Team Coordination, Stakeholder..., Risk Assessment, Quality Assurance, Costing & Budgeting, IT Strategy, IT Service Management, Information Technology, Management, Cross-functional Team..., Change Management, Infrastructure, Oracle, Enterprise Software, Team Building, Disaster Recovery, Agile Methodologies, Leadership, Requirements Analysis
Education
Heriot-Watt University 1997 — 1999
MBA, Business Administration
Tel Aviv University 1991 — 1994
B.A., Industrial Egineering
Mogilev Technical University 1984 — 1990
B.Sc., Electronics
American Express June 2015 - Present
Avnet Technology Solutions September 2014 - June 2015
OneNeck IT Solutions June 2013 - August 2014
American Express March 2013 - June 2013
Charles Schwab July 2012 - January 2013
Arizona Department of Education November 2011 - June 2012
Arizona Public Services (APS) March 2010 - October 2011
DHL (with UST Global) April 2009 - December 2009
DHL IT Services Americas July 2006 - March 2009
DHL Israel March 2000 - July 2006
Skills
MS Project, Information Security..., IT Management, Project Management, Citrix, Information Security, Databases, VMware, PMP, ITIL, Project Portfolio..., SDLC, Web Applications, PMO, Security, Business Analysis, Active Directory, Weblogic, Process Improvement, Vendor Management, Program Management, Data Center, Enterprise Architecture, Team Leadership, Troubleshooting, SharePoint, Visio, Servers, Integration, Cross-functional..., Business & IT Planning, Global Team Coordination, Stakeholder..., Risk Assessment, Quality Assurance, Costing & Budgeting, IT Strategy, IT Service Management, Information Technology, Management, Cross-functional Team..., Change Management, Infrastructure, Oracle, Enterprise Software, Team Building, Disaster Recovery, Agile Methodologies, Leadership, Requirements Analysis
Education
Heriot-Watt University 1997 — 1999
MBA, Business Administration
Tel Aviv University 1991 — 1994
B.A., Industrial Egineering
Mogilev Technical University 1984 — 1990
B.Sc., Electronics
Dean Huston Dean Huston's Charles Schwab Experience November 2012 - May 2015
Job .Net/C# Web Developer for Robert Half Technology.
Industry Information Technology and Services
Experience
Charles Schwab November 2012 - May 2015
TEK Systems May 2011 - November 2012
The Garrigan Lyman Group March 2011 - April 2011
POP Media for Robet Half Int'l January 2011 - February 2011
Green Rubino February 2009 - October 2010
Redmond Technology Partners June 2008 - January 2009
Puget Sound Energy October 2006 - June 2008
Apex Systems April 2006 - October 2006
K2 Information Systems June 2005 - April 2006
Apex Systems February 2005 - June 2005
Skills
SharePoint, XML, Business Intelligence, SDLC, .NET, Microsoft SQL Server, jQuery, C#, HTML, IIS, Web Services, JavaScript, ASP.NET, Web Applications, Visual Studio, Agile Methodologies, Web Development
Education
Highline Community College 1994 — 1996
AA, Business/Accounting
Charles Schwab November 2012 - May 2015
TEK Systems May 2011 - November 2012
The Garrigan Lyman Group March 2011 - April 2011
POP Media for Robet Half Int'l January 2011 - February 2011
Green Rubino February 2009 - October 2010
Redmond Technology Partners June 2008 - January 2009
Puget Sound Energy October 2006 - June 2008
Apex Systems April 2006 - October 2006
K2 Information Systems June 2005 - April 2006
Apex Systems February 2005 - June 2005
Skills
SharePoint, XML, Business Intelligence, SDLC, .NET, Microsoft SQL Server, jQuery, C#, HTML, IIS, Web Services, JavaScript, ASP.NET, Web Applications, Visual Studio, Agile Methodologies, Web Development
Education
Highline Community College 1994 — 1996
AA, Business/Accounting
Jim Fox's Charles Schwab Experience May 2013 - November 2014
Job Senior .Net Software Development Professional. Seeking opportunities in Austin Texas in Web application development
Industry Computer Software
Experience
During Job Search , Developing an integrated modular business & accounting system for the Cloud November 2014 - Present
Charles Schwab May 2013 - November 2014
IBM February 2013 - April 2013
Farm Credit Bank of Texas November 2012 - January 2013
Vista Solutions Group April 2012 - September 2012
TDECU April 2011 - April 2012
TradeOne Marketing July 2010 - September 2010
Intel March 2010 - May 2010
Tiburon Inc January 2009 - December 2009
GTECH February 2008 - January 2009
Skills
ASP.NET, Microsoft SQL Server, C#, Web Services, XML, Databases, .NET, VB.NET, SQL, Integration, Oracle, SharePoint, Visual Studio, SSIS, SDLC, Business Analysis, JavaScript, Web Applications, ADO.NET, TFS, WCF, T-SQL, Agile Methodologies, SOAP, AJAX, COBOL, jQuery, Consulting, Database Design, ADO, HTML, Windows Services, Unix, Software Design, ODBC, Software Documentation, Telerik Web Controls, WinForms, DotNetNuke, Enterprise Software, Web Development, Business Acumen, System Deployment, User Acceptance Testing, System Testing, Unit Testing, Production Support, Tandem Cobol85, SOA, Testing
Education
Houston Community College 1976 — 1978
Some College, Computer Science
ROSS Sterling High School - Houston 1966 — 1968
High School diploma, General Education, Junior & Senior
Robert E Lee High School - Tyler 1965 — 1968
High School, General, Sophmore
During Job Search , Developing an integrated modular business & accounting system for the Cloud November 2014 - Present
Charles Schwab May 2013 - November 2014
IBM February 2013 - April 2013
Farm Credit Bank of Texas November 2012 - January 2013
Vista Solutions Group April 2012 - September 2012
TDECU April 2011 - April 2012
TradeOne Marketing July 2010 - September 2010
Intel March 2010 - May 2010
Tiburon Inc January 2009 - December 2009
GTECH February 2008 - January 2009
Skills
ASP.NET, Microsoft SQL Server, C#, Web Services, XML, Databases, .NET, VB.NET, SQL, Integration, Oracle, SharePoint, Visual Studio, SSIS, SDLC, Business Analysis, JavaScript, Web Applications, ADO.NET, TFS, WCF, T-SQL, Agile Methodologies, SOAP, AJAX, COBOL, jQuery, Consulting, Database Design, ADO, HTML, Windows Services, Unix, Software Design, ODBC, Software Documentation, Telerik Web Controls, WinForms, DotNetNuke, Enterprise Software, Web Development, Business Acumen, System Deployment, User Acceptance Testing, System Testing, Unit Testing, Production Support, Tandem Cobol85, SOA, Testing
Education
Houston Community College 1976 — 1978
Some College, Computer Science
ROSS Sterling High School - Houston 1966 — 1968
High School diploma, General Education, Junior & Senior
Robert E Lee High School - Tyler 1965 — 1968
High School, General, Sophmore
Krystina (Raquiza) Tapia Krystina (Raquiza) Tapia's Charles Schwab Experience August 2013 - Present
Job Information Security Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Randstad Sourceright October 2012 - August 2013
Charles Schwab April 2006 - July 2011
Wells Fargo March 2005 - February 2006
Wells Fargo January 2003 - March 2005
Skills
Business Analysis, Financial Risk, Financial Services, Information Security
Education
Heald College-San Francisco 2003 — 2005
Associate's degree, Business Software Application, 4.0
Charles Schwab August 2013 - Present
Randstad Sourceright October 2012 - August 2013
Charles Schwab April 2006 - July 2011
Wells Fargo March 2005 - February 2006
Wells Fargo January 2003 - March 2005
Skills
Business Analysis, Financial Risk, Financial Services, Information Security
Education
Heald College-San Francisco 2003 — 2005
Associate's degree, Business Software Application, 4.0
Gus Pehrson's Charles Schwab Experience August 2014 - April 2015
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - April 2015
Charles Schwab June 2012 - July 2014
Charles Schwab June 2011 - August 2011
Intuit January 2010 - July 2010
Intuit June 2007 - January 2010
BearingPoint January 2006 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
SDA Bocconi
MBA Exchange - Milan, Italy
Humboldt State University 2000 — 2004
Bachelor of Science (BS)
Charles Schwab August 2014 - April 2015
Charles Schwab June 2012 - July 2014
Charles Schwab June 2011 - August 2011
Intuit January 2010 - July 2010
Intuit June 2007 - January 2010
BearingPoint January 2006 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
SDA Bocconi
MBA Exchange - Milan, Italy
Humboldt State University 2000 — 2004
Bachelor of Science (BS)
Larissa Mckeown Larissa Mckeown's Charles Schwab Experience January 1987 - Present
Job SpecialistOps at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1987 - Present
Charles Schwab May 2000 - December 2002
Charles Schwab February 1995 - October 1997
Education
Heald College 1986 — 1989
Associate's degree, Business/Commerce, General
Mission High School, San Fran CA 1982 — 1985
Associate's degree, Business/Commerce, General
Charles Schwab January 1987 - Present
Charles Schwab May 2000 - December 2002
Charles Schwab February 1995 - October 1997
Education
Heald College 1986 — 1989
Associate's degree, Business/Commerce, General
Mission High School, San Fran CA 1982 — 1985
Associate's degree, Business/Commerce, General
Alan Stern - MBA's Charles Schwab Experience June 2014 - August 2014
Job Vice President at Stern Capital Management, Inc
Industry Financial Services
Experience
Stern Capital Management, Inc. May 2015 - Present
Charles Schwab June 2014 - August 2014
TD June 2013 - August 2013
TD June 2012 - August 2012
Stern Capital Management, Inc. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Strategic Financial..., Financial Planning, Access
Education
Hofstra University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.65 GPA
Rowan University 2009 — 2013
Bachelor's degree, Business Management, 3.66 GPA, Magna Cum Laude Honors Achieved, 6 Semesters of Deans List
Stern Capital Management, Inc. May 2015 - Present
Charles Schwab June 2014 - August 2014
TD June 2013 - August 2013
TD June 2012 - August 2012
Stern Capital Management, Inc. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Strategic Financial..., Financial Planning, Access
Education
Hofstra University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.65 GPA
Rowan University 2009 — 2013
Bachelor's degree, Business Management, 3.66 GPA, Magna Cum Laude Honors Achieved, 6 Semesters of Deans List
Randy Azuogu Randy Azuogu's Charles Schwab Experience June 2014 - August 2014
Job Student at Illinois Wesleyan University
Industry Investment Banking
Experience
Undergraduate Economic Review August 2014 - May 2015
Southern Tide January 2014 - May 2015
Illinois Wesleyan Portfolio Management August 2014 - December 2014
Charles Schwab June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management, Stock Market Analysis
Education
Illinois Wesleyan University 2011 — 2015
Bachelor of Arts, Financial Economics & Computer Science
Undergraduate Economic Review August 2014 - May 2015
Southern Tide January 2014 - May 2015
Illinois Wesleyan Portfolio Management August 2014 - December 2014
Charles Schwab June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management, Stock Market Analysis
Education
Illinois Wesleyan University 2011 — 2015
Bachelor of Arts, Financial Economics & Computer Science
Lucinda Orth Lucinda Orth's Charles Schwab Experience 2009 - Present
Job Program Director
Industry Information Technology and Services
Experience
Charles Schwab 2009 - Present
Charles Schwab 2000 - 2009
IMX Exchange Mortgage 2000 - 2000
Kamehameha Schools 1996 - 1999
TRW 1995 - 1996
Alcon, a Novartis company 1994 - 1995
Bank of America 1993 - 1994
Skills
Agile Methodologies, Agile Project Management, Strategy, SDLC, Software Project..., Program Management, Enterprise Software, Software Development, Project Management, Business Analysis, MS Project, Project Planning, Vendor Management, Business Process..., Quality Assurance, Quality Center, Requirements Analysis, Integration, Business Requirements, Software Documentation, PMP, Web Services
Education
The University of Texas at Austin
B.B.A, Management Information Systems
Illinois State University
Bachelor of Science (B.S.), English Literature
Tamalpa
Toastmasters
Charles Schwab 2009 - Present
Charles Schwab 2000 - 2009
IMX Exchange Mortgage 2000 - 2000
Kamehameha Schools 1996 - 1999
TRW 1995 - 1996
Alcon, a Novartis company 1994 - 1995
Bank of America 1993 - 1994
Skills
Agile Methodologies, Agile Project Management, Strategy, SDLC, Software Project..., Program Management, Enterprise Software, Software Development, Project Management, Business Analysis, MS Project, Project Planning, Vendor Management, Business Process..., Quality Assurance, Quality Center, Requirements Analysis, Integration, Business Requirements, Software Documentation, PMP, Web Services
Education
The University of Texas at Austin
B.B.A, Management Information Systems
Illinois State University
Bachelor of Science (B.S.), English Literature
Tamalpa
Toastmasters
Kristin (Volpe) Thomas's Charles Schwab Experience 2002 - 2004
Job Remote & Flexible Jobs Champion | Talent Acquisition Partner | Recruiting Tech Ally
Industry Human Resources
Experience
FlexJobs.com April 2013 - Present
Borough of Malvern, PA January 2013 - Present
My Family August 2008 - March 2013
Willistown Township June 2010 - January 2013
Exelon Nuclear May 2005 - August 2008
Spring Creek Ranch 2004 - 2005
Charles Schwab 2002 - 2004
Macromedia (Adobe) 2001 - 2002
SGI (Silicon Graphics) 2000 - 2001
JobDirect.com 1998 - 2000
Skills
Succession Planning, Talent Management, College Recruiting, Organizational..., Employee Engagement, Performance Management, Leadership Development, Executive Coaching, Organizational..., Workforce Planning, Change Management, Organizational Design, Management Development, Performance Improvement, Program Management, Management, Recruiting, Website Creation, Career Development, Career Development..., Career Skills, Human Resources, Human Resource..., Arts, Technical Recruiting, Internet Recruiting, Full-life Cycle..., Corporate Recruiting, Financial Recruiting, Community Outreach, Diversity & Inclusion, Marketing Communications, Employer Branding, Employee Training, Employee Surveys, Hiring Employees, Fundraising, Fundraisers, Event Planning, Event Management, Leadership, Employee Relations, Talent Acquisition, Interviews, Sourcing, Coaching, Applicant Tracking..., Temporary Placement, Onboarding, Salesforce.com
Education
University of San Francisco 2002 — 2003
Organization Development
Immaculata University 1991 — 1997
BS, Business/Economics
FlexJobs.com April 2013 - Present
Borough of Malvern, PA January 2013 - Present
My Family August 2008 - March 2013
Willistown Township June 2010 - January 2013
Exelon Nuclear May 2005 - August 2008
Spring Creek Ranch 2004 - 2005
Charles Schwab 2002 - 2004
Macromedia (Adobe) 2001 - 2002
SGI (Silicon Graphics) 2000 - 2001
JobDirect.com 1998 - 2000
Skills
Succession Planning, Talent Management, College Recruiting, Organizational..., Employee Engagement, Performance Management, Leadership Development, Executive Coaching, Organizational..., Workforce Planning, Change Management, Organizational Design, Management Development, Performance Improvement, Program Management, Management, Recruiting, Website Creation, Career Development, Career Development..., Career Skills, Human Resources, Human Resource..., Arts, Technical Recruiting, Internet Recruiting, Full-life Cycle..., Corporate Recruiting, Financial Recruiting, Community Outreach, Diversity & Inclusion, Marketing Communications, Employer Branding, Employee Training, Employee Surveys, Hiring Employees, Fundraising, Fundraisers, Event Planning, Event Management, Leadership, Employee Relations, Talent Acquisition, Interviews, Sourcing, Coaching, Applicant Tracking..., Temporary Placement, Onboarding, Salesforce.com
Education
University of San Francisco 2002 — 2003
Organization Development
Immaculata University 1991 — 1997
BS, Business/Economics
Deming Payne, AAMS®'s Charles Schwab Experience March 2015 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab January 2014 - February 2015
optionsXpress November 2012 - January 2014
Charles Schwab June 2011 - November 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Economics, Philosophy, Psychology
Charles Schwab March 2015 - Present
Charles Schwab January 2014 - February 2015
optionsXpress November 2012 - January 2014
Charles Schwab June 2011 - November 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Economics, Philosophy, Psychology
Terrie J. Ray, PMP's Charles Schwab Experience 1997 - 1999
Job Project, Quality, & Change Management Consultant
Industry Information Technology and Services
Experience
Independent IT Project Consultant February 2014 - Present
CSG Government Solutions February 2012 - February 2014
State of Oregon Employment Department (IT) August 2011 - March 2012
Bonneville Power Administration October 2009 - July 2011
State of Oregon Employment Department June 2009 - October 2009
Project Management Institute - Portland, OR Chapter December 2008 - August 2009
Systems Integration Solutions 1999 - 2002
Charles Schwab 1997 - 1999
M Squared, Inc. 1994 - 1997
ATC 1994 - 1995
Skills
Program Management, Business Process, SDLC, Data Warehousing, MS Project, Business Analysis, Software Documentation, Quality Assurance, Requirements Gathering, Integration, Unix, Customer Service, Management, Project Management, IT Management, Telecommunications, Disaster Recovery, Project Portfolio..., Software Development, Change Management, Training, Vendor Management, Analysis, ITIL, Consulting, Business Intelligence, Agile Methodologies, Process Improvement, Requirements Analysis, Software Deployment, Team Building, Systems Analysis, Testing, Data Center, SharePoint, Strategic Planning, Leadership, Business Process..., Project Planning, Visio, Software Project..., Networking, PMP, Cross-functional Team..., IT Strategy, User Acceptance Testing, Databases, Budgets, Infrastructure
Education
State University of New York Empire State College
Bachelor of Science, Applied Mathematics
University of San Francisco 1987 — 1989
Information Systems Management
Heald College-San Francisco
Electronics Engineering Technology
Independent IT Project Consultant February 2014 - Present
CSG Government Solutions February 2012 - February 2014
State of Oregon Employment Department (IT) August 2011 - March 2012
Bonneville Power Administration October 2009 - July 2011
State of Oregon Employment Department June 2009 - October 2009
Project Management Institute - Portland, OR Chapter December 2008 - August 2009
Systems Integration Solutions 1999 - 2002
Charles Schwab 1997 - 1999
M Squared, Inc. 1994 - 1997
ATC 1994 - 1995
Skills
Program Management, Business Process, SDLC, Data Warehousing, MS Project, Business Analysis, Software Documentation, Quality Assurance, Requirements Gathering, Integration, Unix, Customer Service, Management, Project Management, IT Management, Telecommunications, Disaster Recovery, Project Portfolio..., Software Development, Change Management, Training, Vendor Management, Analysis, ITIL, Consulting, Business Intelligence, Agile Methodologies, Process Improvement, Requirements Analysis, Software Deployment, Team Building, Systems Analysis, Testing, Data Center, SharePoint, Strategic Planning, Leadership, Business Process..., Project Planning, Visio, Software Project..., Networking, PMP, Cross-functional Team..., IT Strategy, User Acceptance Testing, Databases, Budgets, Infrastructure
Education
State University of New York Empire State College
Bachelor of Science, Applied Mathematics
University of San Francisco 1987 — 1989
Information Systems Management
Heald College-San Francisco
Electronics Engineering Technology
Darshan Mehta Darshan Mehta's Charles Schwab Experience October 2005 - November 2008
Job
Industry Computer Software
Experience
Yahoo September 2013 - Present
Comcast Silicon Valley Innovation Center November 2011 - August 2013
Skire, Inc. September 2010 - October 2011
Wells Fargo February 2009 - September 2010
Simplion Technologies January 2009 - September 2010
Wipro Technologies October 2002 - January 2009
Charles Schwab October 2005 - November 2008
Lehman Brothers June 2003 - September 2005
I-Link Software Pvt. Ltd. April 2000 - July 2002
LG Soft India 2002 - 2002
Skills
Business Intelligence, Agile Methodologies, Strategy, Project Management, SDLC, Test Automation, Software Project..., Web Applications, Project Planning, Requirements Analysis, SQL, Scrum, Web Services, Java Enterprise Edition, Test Planning, Software Quality..., Microsoft SQL Server, Testing, Quality Assurance, Java, Software Development, Unix, Oracle, TestNG, APIs, API Testing, Back-end Development
Education
University of California, Berkeley 2010 — 2010
Certificate
Indian Institute of Science 2001 — 2002
PGDM
South Gujarat University 1993 — 1999
BSc, MCA
Kalyani School, Atul 1981 — 1993
Yahoo September 2013 - Present
Comcast Silicon Valley Innovation Center November 2011 - August 2013
Skire, Inc. September 2010 - October 2011
Wells Fargo February 2009 - September 2010
Simplion Technologies January 2009 - September 2010
Wipro Technologies October 2002 - January 2009
Charles Schwab October 2005 - November 2008
Lehman Brothers June 2003 - September 2005
I-Link Software Pvt. Ltd. April 2000 - July 2002
LG Soft India 2002 - 2002
Skills
Business Intelligence, Agile Methodologies, Strategy, Project Management, SDLC, Test Automation, Software Project..., Web Applications, Project Planning, Requirements Analysis, SQL, Scrum, Web Services, Java Enterprise Edition, Test Planning, Software Quality..., Microsoft SQL Server, Testing, Quality Assurance, Java, Software Development, Unix, Oracle, TestNG, APIs, API Testing, Back-end Development
Education
University of California, Berkeley 2010 — 2010
Certificate
Indian Institute of Science 2001 — 2002
PGDM
South Gujarat University 1993 — 1999
BSc, MCA
Kalyani School, Atul 1981 — 1993
Harsh Jawharkar Harsh Jawharkar's Charles Schwab Experience July 2011 - November 2013
Job Head of Product Marketing at Slack Technologies, Inc
Industry Internet
Experience
Slack Technologies, Inc January 2015 - Present
Zendesk November 2013 - January 2015
Charles Schwab July 2011 - November 2013
PayPal, An eBay Company September 2010 - July 2011
Wells Fargo May 2007 - September 2010
A.T. Kearney 2006 - 2007
IDEO 2006 - 2006
HSBC April 2002 - July 2005
Sapient 2001 - 2003
Integrated Project Management 1997 - 2001
Skills
Strategy, Product Management, Analytics, Strategic Partnerships, Business Strategy, Product Development, User Experience, Entrepreneurship, Management, Product Marketing, Competitive Analysis, Business Development, Thought Leadership, Strategic Planning, Leadership, Mobile Applications, Agile Methodologies, Integrated Marketing, E-commerce, Management Consulting, Marketing Management, Marketing Strategy, Go-to-market Strategy, New Ventures, Multi-channel Marketing, Consulting, Executive Management, Mobile Product..., Content Marketing, Payments, Design Thinking, Mobile Strategy, Intrapreneurship, Incubators, Mobile Web Design, Start-ups, SaaS
Education
Stanford University 2010 — 2010
CSPD, Strategic Pricing for SaaS Products
The University of Chicago - Booth School of Business 2001 — 2006
MBA, Finance, Marketing, Strategy
Illinois Institute of Technology 1995 — 1998
B.S., Mechanical Engineering
Slack Technologies, Inc January 2015 - Present
Zendesk November 2013 - January 2015
Charles Schwab July 2011 - November 2013
PayPal, An eBay Company September 2010 - July 2011
Wells Fargo May 2007 - September 2010
A.T. Kearney 2006 - 2007
IDEO 2006 - 2006
HSBC April 2002 - July 2005
Sapient 2001 - 2003
Integrated Project Management 1997 - 2001
Skills
Strategy, Product Management, Analytics, Strategic Partnerships, Business Strategy, Product Development, User Experience, Entrepreneurship, Management, Product Marketing, Competitive Analysis, Business Development, Thought Leadership, Strategic Planning, Leadership, Mobile Applications, Agile Methodologies, Integrated Marketing, E-commerce, Management Consulting, Marketing Management, Marketing Strategy, Go-to-market Strategy, New Ventures, Multi-channel Marketing, Consulting, Executive Management, Mobile Product..., Content Marketing, Payments, Design Thinking, Mobile Strategy, Intrapreneurship, Incubators, Mobile Web Design, Start-ups, SaaS
Education
Stanford University 2010 — 2010
CSPD, Strategic Pricing for SaaS Products
The University of Chicago - Booth School of Business 2001 — 2006
MBA, Finance, Marketing, Strategy
Illinois Institute of Technology 1995 — 1998
B.S., Mechanical Engineering
Anthony Sankar CFP® Anthony Sankar CFP®'s Charles Schwab Experience June 2005 - Present
Job Portfolio Delivery Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2005 - Present
Charles Schwab January 1998 - June 2005
Skills
Mutual Funds, Series 7, Asset Allocation, Equities, Financial Services, Investment Advisory, Investments, Securities, Series 63, Team Management, Portfolio Management, Retirement Planning, Investment Strategies, Financial Planning, Management, Wealth Management
Education
Hofstra University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Banking and Finance
Charles Schwab June 2005 - Present
Charles Schwab January 1998 - June 2005
Skills
Mutual Funds, Series 7, Asset Allocation, Equities, Financial Services, Investment Advisory, Investments, Securities, Series 63, Team Management, Portfolio Management, Retirement Planning, Investment Strategies, Financial Planning, Management, Wealth Management
Education
Hofstra University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Banking and Finance
Andy Sharp, CIMA®'s Charles Schwab Experience September 2012 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
OptionsXpress/BX Asset Management January 2010 - August 2012
Paul Comstock Parnters April 2009 - December 2009
UBS Financial Services Inc. February 2007 - April 2009
AIM Private Asset Management June 2006 - January 2007
UBS Financial Services Inc. February 2003 - June 2006
Walter P Moore April 2001 - January 2003
Standard Parking July 1997 - April 2001
Education
Houston Baptist University 2001 — 2003
MBA, Finance
University of Notre Dame 1995 — 1997
BA, American Studies
Holy Cross College 1993 — 1995
Associate's degree
John Adams High School 1989 — 1993
Charles Schwab September 2012 - Present
OptionsXpress/BX Asset Management January 2010 - August 2012
Paul Comstock Parnters April 2009 - December 2009
UBS Financial Services Inc. February 2007 - April 2009
AIM Private Asset Management June 2006 - January 2007
UBS Financial Services Inc. February 2003 - June 2006
Walter P Moore April 2001 - January 2003
Standard Parking July 1997 - April 2001
Education
Houston Baptist University 2001 — 2003
MBA, Finance
University of Notre Dame 1995 — 1997
BA, American Studies
Holy Cross College 1993 — 1995
Associate's degree
John Adams High School 1989 — 1993
Richard Easterling Richard Easterling's Charles Schwab Experience January 1997 - April 1997
Job Senior Java Architect and Developer at Parallax Volatility Advisers, LLC
Industry Computer Software
Experience
Parallax Volatility Advisers, LLC May 2013 - Present
Outsource Cafe, Inc. January 2013 - February 2013
Honeywell, Akuacom Division May 2012 - October 2012
HotSpringsFinder.com March 2012 - May 2012
JavaGen.com January 1992 - April 2012
HotSpringsFinder.com January 2009 - January 2012
Garmin International April 2007 - March 2008
Check Point Software Technologies, Ltd. March 2001 - September 2001
Charles Schwab January 1997 - April 1997
Skills
Spring, Ant, XML, Object Oriented Design, Java Enterprise Edition, Web Services, Java, JavaScript, Web Applications, Maven, Android
Education
San Francisco State University 1995 — 1996
Graduate Work, Computer Science
Humboldt State University 1983 — 1987
BA, Molecular Biology
Parallax Volatility Advisers, LLC May 2013 - Present
Outsource Cafe, Inc. January 2013 - February 2013
Honeywell, Akuacom Division May 2012 - October 2012
HotSpringsFinder.com March 2012 - May 2012
JavaGen.com January 1992 - April 2012
HotSpringsFinder.com January 2009 - January 2012
Garmin International April 2007 - March 2008
Check Point Software Technologies, Ltd. March 2001 - September 2001
Charles Schwab January 1997 - April 1997
Skills
Spring, Ant, XML, Object Oriented Design, Java Enterprise Edition, Web Services, Java, JavaScript, Web Applications, Maven, Android
Education
San Francisco State University 1995 — 1996
Graduate Work, Computer Science
Humboldt State University 1983 — 1987
BA, Molecular Biology
Charles Barry Charles Barry's Charles Schwab Experience February 2015 - Present
Job Associate
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
St. Theodore Guerin High School January 2015 - Present
US Army June 2011 - January 2015
University of Notre Dame October 2009 - June 2011
St Joseph High School August 2009 - June 2011
Elevation Lacrosse July 2010 - November 2010
Skills
Sports Coaching, Coaching, Leadership, Athletics, Athletic Training, Lacrosse, Teamwork, Team Leadership, Intercollegiate..., CrossFit, Military, Airborne, Infantry Tactics, Intelligence Analysis, Intelligence, HUMINT, Military Training, Military Experience, Security Clearance, Higher Education, American History, Military History, Training, Force Protection, Counterinsurgency, Marksmanship, Organizational..., Combat, Afghanistan
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (BA), American History (United States)
Holy Cross College 2003 — 2005
General Studies
Charles Schwab February 2015 - Present
St. Theodore Guerin High School January 2015 - Present
US Army June 2011 - January 2015
University of Notre Dame October 2009 - June 2011
St Joseph High School August 2009 - June 2011
Elevation Lacrosse July 2010 - November 2010
Skills
Sports Coaching, Coaching, Leadership, Athletics, Athletic Training, Lacrosse, Teamwork, Team Leadership, Intercollegiate..., CrossFit, Military, Airborne, Infantry Tactics, Intelligence Analysis, Intelligence, HUMINT, Military Training, Military Experience, Security Clearance, Higher Education, American History, Military History, Training, Force Protection, Counterinsurgency, Marksmanship, Organizational..., Combat, Afghanistan
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (BA), American History (United States)
Holy Cross College 2003 — 2005
General Studies
Jim Heitman Jim Heitman's Charles Schwab Experience July 1992 - January 2003
Job Owner and Founder of Compass Financial Planning
Industry Investment Management
Experience
Compass Financial Planning June 2010 - Present
Rancho Cucamonga Chamber of Commerce 2003 - 2014
UnionBanc Investment Services January 2006 - March 2010
Charles Schwab July 1992 - January 2003
Skills
Sales Management, Portfolio Management, Financial Planning, Investment Advisory, Financial Services, Finance, Investments, Mutual Funds, Management, Retirement Planning, Retirement, Wealth Management, Asset Management
Education
Hope International University
Compass Financial Planning June 2010 - Present
Rancho Cucamonga Chamber of Commerce 2003 - 2014
UnionBanc Investment Services January 2006 - March 2010
Charles Schwab July 1992 - January 2003
Skills
Sales Management, Portfolio Management, Financial Planning, Investment Advisory, Financial Services, Finance, Investments, Mutual Funds, Management, Retirement Planning, Retirement, Wealth Management, Asset Management
Education
Hope International University
Chad Havelka's Charles Schwab Experience May 2011 - Present
Job Senior User Experience Designer @ Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2011 - Present
Spectrum Communicatons Inc. August 2009 - May 2011
Self Employed January 2009 - August 2009
Acquity Group December 2007 - January 2009
Bridgeline Software January 2002 - November 2007
Purple Monkey Studios January 2002 - November 2007
Education
Illinois Institute of Art 1999 — 2002
UX Week
Charles Schwab May 2011 - Present
Spectrum Communicatons Inc. August 2009 - May 2011
Self Employed January 2009 - August 2009
Acquity Group December 2007 - January 2009
Bridgeline Software January 2002 - November 2007
Purple Monkey Studios January 2002 - November 2007
Education
Illinois Institute of Art 1999 — 2002
UX Week
Kristofer Pressley's Charles Schwab Experience June 2013 - June 2015
Job State Filings Analyst
Industry Insurance
Experience
GEICO July 2015 - Present
Charles Schwab June 2013 - June 2015
ExperisNL April 2013 - May 2013
Randstad May 2012 - December 2012
Accountemps March 2012 - March 2012
Capital One December 2008 - December 2010
Capital One December 2004 - December 2008
Riggs Bank February 2004 - November 2004
Riggs Bank July 2003 - February 2004
ManpowerGroup May 2003 - July 2003
Skills
Computer Proficiency, Data Entry, Data Analysis, Project Management, Process Management, PeopleSoft, Customer Support, Customer Service, Business Process Mapping, Account Reconciliation, Journal Entries, Microsoft Office, Financial Accounting, Accruals, Call Centers
Education
Howard University 1995 — 2001
Bachelor of Arts, Communications
GEICO July 2015 - Present
Charles Schwab June 2013 - June 2015
ExperisNL April 2013 - May 2013
Randstad May 2012 - December 2012
Accountemps March 2012 - March 2012
Capital One December 2008 - December 2010
Capital One December 2004 - December 2008
Riggs Bank February 2004 - November 2004
Riggs Bank July 2003 - February 2004
ManpowerGroup May 2003 - July 2003
Skills
Computer Proficiency, Data Entry, Data Analysis, Project Management, Process Management, PeopleSoft, Customer Support, Customer Service, Business Process Mapping, Account Reconciliation, Journal Entries, Microsoft Office, Financial Accounting, Accruals, Call Centers
Education
Howard University 1995 — 2001
Bachelor of Arts, Communications
John Sumoski's Charles Schwab Experience September 1986 - November 1999
Job Project Manager/Facilities Manager
Industry Facilities Services
Experience
Eurest Services October 2013 - Present
CBRE August 2012 - Present
Blue Shield of California May 2011 - May 2012
Sidemark Corporate Furniture March 2011 - May 2011
ISS Facilities Services January 2011 - March 2011
Unisource Solutions March 2010 - December 2010
On 24 Inc July 2008 - November 2008
GNU Group September 2007 - October 2007
Charles Schwab September 1986 - November 1999
Skills
Corporate Real Estate, Process Scheduler, Change Management, Leadership, Program Management, Business Strategy, Capital Budgeting, Interior Design, Project Management, Facilities Management, Project Planning, Property Management, Security, Strategy, Vendor Management, Budgets, Contract Management, Contract Negotiation, Negotiation, Telecommunications, Sales, Policy
Education
Illinois Institute of Technology
Eurest Services October 2013 - Present
CBRE August 2012 - Present
Blue Shield of California May 2011 - May 2012
Sidemark Corporate Furniture March 2011 - May 2011
ISS Facilities Services January 2011 - March 2011
Unisource Solutions March 2010 - December 2010
On 24 Inc July 2008 - November 2008
GNU Group September 2007 - October 2007
Charles Schwab September 1986 - November 1999
Skills
Corporate Real Estate, Process Scheduler, Change Management, Leadership, Program Management, Business Strategy, Capital Budgeting, Interior Design, Project Management, Facilities Management, Project Planning, Property Management, Security, Strategy, Vendor Management, Budgets, Contract Management, Contract Negotiation, Negotiation, Telecommunications, Sales, Policy
Education
Illinois Institute of Technology
Renee DeFore's Charles Schwab Experience August 1986 - August 1990
Job economics finance business investments communications marketing administration technology
Industry Public Relations and Communications
Experience
Self Employed May 2012 - June 2014
Georgetown University May 2010 - July 2012
Peace Corps October 2007 - February 2010
The Carlyle Group April 2006 - August 2007
StaffWise Legal March 2003 - March 2006
AllianceBernstein September 2001 - July 2002
Wells Fargo Advisors (formerly Wachovia Securities LLC) June 1996 - September 2001
Merrill Lynch October 1992 - May 1995
Charles Schwab August 1986 - August 1990
Skills
Economics, Research, Data Analysis, Policy, Public Relations, Management, Project Management, CRM, Brokering Resources, Financial Markets, Educator, Trainer, Client & Prospect..., Employee Training, Office Management, Financial Reporting, HIPAA, SOP Development, Technical Writing, Corporate Communications, Negotiation, Customer Service, Communications, Data Analysis &..., Economic & Market..., Budget Projections, Management - Account,..., Marketing & Fundraising, Media Relations, Press Releases, Content Writing &..., Non-Profit..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator IT..., Manager, Senior Paralegal, Advanced Excel, Pivot Tables, Microsoft Word, PowerPoint, Adobe, Legal Discovery &..., Legal Administration, LexisNexis, Concordance, E-Discovery DocuMatrix, CTS Scheduling software, Computer Networking
Education
National Association of Business Economics (NABE) 2013 — 2015
CBE certificate courses + seminar
New York University - Leonard N. Stern School of Business 2001 — 2001
Completed Executive Program Certificate Course
Hollins University exchange with University of London 1981 — 1981
Exchange Student
Hollins University 1977 — 1981
Bachelor of Arts
Financial Institution Internships
Primary & Secondary Education
under my father's tutelage
Self Employed May 2012 - June 2014
Georgetown University May 2010 - July 2012
Peace Corps October 2007 - February 2010
The Carlyle Group April 2006 - August 2007
StaffWise Legal March 2003 - March 2006
AllianceBernstein September 2001 - July 2002
Wells Fargo Advisors (formerly Wachovia Securities LLC) June 1996 - September 2001
Merrill Lynch October 1992 - May 1995
Charles Schwab August 1986 - August 1990
Skills
Economics, Research, Data Analysis, Policy, Public Relations, Management, Project Management, CRM, Brokering Resources, Financial Markets, Educator, Trainer, Client & Prospect..., Employee Training, Office Management, Financial Reporting, HIPAA, SOP Development, Technical Writing, Corporate Communications, Negotiation, Customer Service, Communications, Data Analysis &..., Economic & Market..., Budget Projections, Management - Account,..., Marketing & Fundraising, Media Relations, Press Releases, Content Writing &..., Non-Profit..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator IT..., Manager, Senior Paralegal, Advanced Excel, Pivot Tables, Microsoft Word, PowerPoint, Adobe, Legal Discovery &..., Legal Administration, LexisNexis, Concordance, E-Discovery DocuMatrix, CTS Scheduling software, Computer Networking
Education
National Association of Business Economics (NABE) 2013 — 2015
CBE certificate courses + seminar
New York University - Leonard N. Stern School of Business 2001 — 2001
Completed Executive Program Certificate Course
Hollins University exchange with University of London 1981 — 1981
Exchange Student
Hollins University 1977 — 1981
Bachelor of Arts
Financial Institution Internships
Primary & Secondary Education
under my father's tutelage
Ninveh Rayes Ninveh Rayes's Charles Schwab Experience July 2010 - May 2011
Job Training Specialist Lead at Magellan Rx Management
Industry Hospital & Health Care
Experience
Magellan Health January 2015 - Present
Ford Motor Company November 2012 - September 2014
GP Strategies Corporation January 2012 - November 2012
Charles Schwab July 2010 - May 2011
Hatch October 2006 - May 2009
CDI Education 1998 - 2006
Skills
Training Delivery, Instructional Design, E-Learning, Learning Management, Needs Analysis, Coaching, Leadership Development, Instructor-led Training, Organizational..., Training, Performance Management, Blended Learning, Adult Education, Program Management, Learning Management..., Leadership
Education
Humber College 1998 — 2000
Hospitality Management
Magellan Health January 2015 - Present
Ford Motor Company November 2012 - September 2014
GP Strategies Corporation January 2012 - November 2012
Charles Schwab July 2010 - May 2011
Hatch October 2006 - May 2009
CDI Education 1998 - 2006
Skills
Training Delivery, Instructional Design, E-Learning, Learning Management, Needs Analysis, Coaching, Leadership Development, Instructor-led Training, Organizational..., Training, Performance Management, Blended Learning, Adult Education, Program Management, Learning Management..., Leadership
Education
Humber College 1998 — 2000
Hospitality Management
Harold E. Jones Harold E. Jones's Charles Schwab Experience March 1998 - December 2001
Job Financial Fraud Investigator
Industry Financial Services
Experience
Phocas Financial January 2008 - December 2008
First California Mortgage Company May 2005 - November 2007
Countrywide Financial (Aquired by Bank of America) January 2003 - May 2005
Charles Schwab March 1998 - December 2001
Charles Schwab July 1995 - March 1998
Bank of America January 1992 - May 1994
Thompson Associates (Aquired by MapInfo) May 1988 - January 1992
Buddy's Salad Dressing Company 1984 - 1989
Skills
Banking, Team Leadership, Management, Project Management, Product Management, Strategic Planning, Risk Management, Risk Assessment, Risk Compliance, Financial Services, P & L, Technology, Technology Solutions, Business Analysis, Leadership, AML, Internal Audit, Mortgage Lending, FINRA, Financial Regulation, Mortgage Banking, Competitive Analysis, Financial Analysis, Due Diligence, Financial Risk, RESPA, Bank Secrecy Act, USA PATRIOT Act, OFAC, Financial Fraud, Start-ups, Employee Training, Portfolio Management, Fraud, Finance, Investments
Education
Idaho State University
BBA, Management and Organizational Behavior
Leadership San Francisco
Community Service Program
Phocas Financial January 2008 - December 2008
First California Mortgage Company May 2005 - November 2007
Countrywide Financial (Aquired by Bank of America) January 2003 - May 2005
Charles Schwab March 1998 - December 2001
Charles Schwab July 1995 - March 1998
Bank of America January 1992 - May 1994
Thompson Associates (Aquired by MapInfo) May 1988 - January 1992
Buddy's Salad Dressing Company 1984 - 1989
Skills
Banking, Team Leadership, Management, Project Management, Product Management, Strategic Planning, Risk Management, Risk Assessment, Risk Compliance, Financial Services, P & L, Technology, Technology Solutions, Business Analysis, Leadership, AML, Internal Audit, Mortgage Lending, FINRA, Financial Regulation, Mortgage Banking, Competitive Analysis, Financial Analysis, Due Diligence, Financial Risk, RESPA, Bank Secrecy Act, USA PATRIOT Act, OFAC, Financial Fraud, Start-ups, Employee Training, Portfolio Management, Fraud, Finance, Investments
Education
Idaho State University
BBA, Management and Organizational Behavior
Leadership San Francisco
Community Service Program
Kelly Rapuano's Charles Schwab Experience 1998 - 2000
Job Director of Operations at Lucid Fusion, Inc.
Industry Internet
Experience
Lucid Fusion, Inc. 2009 - Present
Lucid Fusion, Inc. 2009 - March 2011
HLC 2007 - 2008
My Hero 2007 - 2008
Freelance 2005 - 2007
Fuse Interactive 2003 - 2005
Freelance 2001 - 2004
Foote, Cone & Belding 2000 - 2001
Charles Schwab 1998 - 2000
J. Walter Thompson 1997 - 1997
Education
Humboldt State University 1992 — 1993
MSTC, Education
University of California, Riverside 1989 — 1991
BA, Sociology
Lucid Fusion, Inc. 2009 - Present
Lucid Fusion, Inc. 2009 - March 2011
HLC 2007 - 2008
My Hero 2007 - 2008
Freelance 2005 - 2007
Fuse Interactive 2003 - 2005
Freelance 2001 - 2004
Foote, Cone & Belding 2000 - 2001
Charles Schwab 1998 - 2000
J. Walter Thompson 1997 - 1997
Education
Humboldt State University 1992 — 1993
MSTC, Education
University of California, Riverside 1989 — 1991
BA, Sociology
KG Muthukumar's Charles Schwab Experience July 2004 - March 2012
Job Information Management, Business Intelligence, Enterprise SW, Product Management
Industry Computer Software
Experience
Delta Dental Insurance Company October 2013 - Present
eGain Corporation / Object Edge April 2012 - September 2013
Charles Schwab July 2004 - March 2012
Object Edge Inc. January 2002 - June 2004
Compaq Computer Corp. March 2000 - December 2001
Tandem Computers Inc / Compaq Computer Corp. July 1997 - February 2000
Tandem Computers Inc. April 1994 - July 1997
Skills
Business Intelligence, CRM Strategy, Solution Architecture, Enterprise Software, IT Leadership, Technology Management, Product Management, Product Development, Siebel, Salesforce.com, Financial Services, Unified Communications, Enterprise BI and..., Information Management, Multi-Channel Analytics, Multi-Channel CRM, Corporate Development, Oracle Fusion Middleware, SOA BPEL, IBM Websphere Process..., SFDC, CRM, Business Strategy, SDLC, Analytics, SOA, IT Strategy, Integration, E-commerce, Enterprise Architecture
Education
Indian Institute of Technology, Delhi
B'Tech, Mechanical Engineering
XLRI
Master of Business Administration (MBA), Marketing, Finance
Delta Dental Insurance Company October 2013 - Present
eGain Corporation / Object Edge April 2012 - September 2013
Charles Schwab July 2004 - March 2012
Object Edge Inc. January 2002 - June 2004
Compaq Computer Corp. March 2000 - December 2001
Tandem Computers Inc / Compaq Computer Corp. July 1997 - February 2000
Tandem Computers Inc. April 1994 - July 1997
Skills
Business Intelligence, CRM Strategy, Solution Architecture, Enterprise Software, IT Leadership, Technology Management, Product Management, Product Development, Siebel, Salesforce.com, Financial Services, Unified Communications, Enterprise BI and..., Information Management, Multi-Channel Analytics, Multi-Channel CRM, Corporate Development, Oracle Fusion Middleware, SOA BPEL, IBM Websphere Process..., SFDC, CRM, Business Strategy, SDLC, Analytics, SOA, IT Strategy, Integration, E-commerce, Enterprise Architecture
Education
Indian Institute of Technology, Delhi
B'Tech, Mechanical Engineering
XLRI
Master of Business Administration (MBA), Marketing, Finance
Cecilia Madison's Charles Schwab Experience April 2010 - Present
Job Managing Director at Charles Schwab
Industry Computer Software
Experience
Charles Schwab April 2010 - Present
Charles Schwab August 2007 - Present
Motorola August 2005 - Present
MOtorola 1998 - Present
Motorola August 1998 - August 2005
Installshield 1997 - 1998
Education
Illinois Institute of Technology 2006 — 2008
M. Sc
Illinois Institute of Technology 2001 — 2005
B.Sc
Charles Schwab April 2010 - Present
Charles Schwab August 2007 - Present
Motorola August 2005 - Present
MOtorola 1998 - Present
Motorola August 1998 - August 2005
Installshield 1997 - 1998
Education
Illinois Institute of Technology 2006 — 2008
M. Sc
Illinois Institute of Technology 2001 — 2005
B.Sc
Kuntal Das's Charles Schwab Experience March 2013 - November 2014
Job Sr. Product Manager at Perforce Software
Industry Computer Software
Experience
Perforce Software November 2014 - Present
Charles Schwab March 2013 - November 2014
Charles Schwab & Co., Inc. November 2001 - February 2013
Computer Associates, TCG Software March 2000 - November 2001
Pricewaterhouse Coopers July 1998 - September 1999
Skills
Product Management, Mobile Technology, Business Strategy, OOAD, SDLC, OOP, Release Management, Sun Certified Java..., Cost Analysis, Agile, Software Project..., Scrum, Product Strategy, Requirements Analysis, Software Development, Mobile Applications, Java, Product Launch, Software Engineering, Mobile, Business Analysis, Cross-functional Team..., Product Development, Unix, XML, Requirements Gathering, Business Intelligence, J2EE, Product Life Cycle..., Web Services, Application Development, Agile Methodologies, Mobile Devices, Program Management, Java Enterprise Edition, Strategy
Education
University of California, Davis - Graduate School of Management 2005 — 2008
MBA, Marketing, Finance, Product Development
Indian Institute of Technology, Kharagpur 1994 — 1998
B. Tech, Electrical Engineering
Perforce Software November 2014 - Present
Charles Schwab March 2013 - November 2014
Charles Schwab & Co., Inc. November 2001 - February 2013
Computer Associates, TCG Software March 2000 - November 2001
Pricewaterhouse Coopers July 1998 - September 1999
Skills
Product Management, Mobile Technology, Business Strategy, OOAD, SDLC, OOP, Release Management, Sun Certified Java..., Cost Analysis, Agile, Software Project..., Scrum, Product Strategy, Requirements Analysis, Software Development, Mobile Applications, Java, Product Launch, Software Engineering, Mobile, Business Analysis, Cross-functional Team..., Product Development, Unix, XML, Requirements Gathering, Business Intelligence, J2EE, Product Life Cycle..., Web Services, Application Development, Agile Methodologies, Mobile Devices, Program Management, Java Enterprise Edition, Strategy
Education
University of California, Davis - Graduate School of Management 2005 — 2008
MBA, Marketing, Finance, Product Development
Indian Institute of Technology, Kharagpur 1994 — 1998
B. Tech, Electrical Engineering
prashasta gujrati's Charles Schwab Experience May 2013 - Present
Job
Industry Computer Software
Experience
Charles Schwab May 2013 - Present
Education
Illinois Institute of Technology 2005 — 2008
MS
IIT (BHU), Varanasi 1992 — 1996
Bachelor of Technology (BTech)
Charles Schwab May 2013 - Present
Education
Illinois Institute of Technology 2005 — 2008
MS
IIT (BHU), Varanasi 1992 — 1996
Bachelor of Technology (BTech)
Satya Chandu's Charles Schwab Experience March 2004 - August 2005
Job
Industry Computer Software
Experience
Digital Insight February 2015 - Present
Aria Systems Inc February 2014 - January 2015
Oracle March 2012 - December 2013
Rearden Commerce May 2009 - February 2012
Obopay December 2008 - May 2009
NorthStar Wealth Management December 2007 - October 2008
Vivotech Inc November 2005 - November 2007
Charles Schwab March 2004 - August 2005
Spectra Laboratories Inc January 2000 - February 2004
Skills
Selenium, Agile Methodologies, Test Automation, Bugzilla, QTP, Testing, Test Planning, Scrum, Python, Java, Software Quality..., Quality Assurance, JUnit, Quality Center, REST, JMeter, JIRA, Tomcat, Linux, Eclipse, XML, Software Development, Git, Automation, TestNG, Web Services, Ant, Unix, Perl, Java Enterprise Edition, Weblogic, SOAP, SoapUI, SOA, Oracle Applications, Maven, Spring, JMS, JDBC, Oracle, Distributed Systems, Hibernate, Scalability, Web Applications, JSP, LoadRunner, Performance Testing, PL/SQL, HP QTP, HP Quality Center
Education
Indian Institute of Technology, Bombay 1985 — 1989
Doctor of Philosophy (Ph.D.), Computer Programming, Specific Applications
Digital Insight February 2015 - Present
Aria Systems Inc February 2014 - January 2015
Oracle March 2012 - December 2013
Rearden Commerce May 2009 - February 2012
Obopay December 2008 - May 2009
NorthStar Wealth Management December 2007 - October 2008
Vivotech Inc November 2005 - November 2007
Charles Schwab March 2004 - August 2005
Spectra Laboratories Inc January 2000 - February 2004
Skills
Selenium, Agile Methodologies, Test Automation, Bugzilla, QTP, Testing, Test Planning, Scrum, Python, Java, Software Quality..., Quality Assurance, JUnit, Quality Center, REST, JMeter, JIRA, Tomcat, Linux, Eclipse, XML, Software Development, Git, Automation, TestNG, Web Services, Ant, Unix, Perl, Java Enterprise Edition, Weblogic, SOAP, SoapUI, SOA, Oracle Applications, Maven, Spring, JMS, JDBC, Oracle, Distributed Systems, Hibernate, Scalability, Web Applications, JSP, LoadRunner, Performance Testing, PL/SQL, HP QTP, HP Quality Center
Education
Indian Institute of Technology, Bombay 1985 — 1989
Doctor of Philosophy (Ph.D.), Computer Programming, Specific Applications
Horace Marks's Charles Schwab Experience January 2008 - May 2008
Job On Sabbatical
Industry Financial Services
Experience
Charles Schwab January 2008 - May 2008
Atlas Securities, LLC July 2001 - April 2007
Education
Howard University
BA, Political Science, Business Administration
Charles Schwab January 2008 - May 2008
Atlas Securities, LLC July 2001 - April 2007
Education
Howard University
BA, Political Science, Business Administration
Amit Miglani, CPA's Charles Schwab Experience July 2014 - Present
Job Sr. Finance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab January 2012 - July 2014
InfraStrategy dba Total Attorneys 2009 - 2011
U.S. Futures Exchange 2006 - 2009
Eurex US 2003 - 2006
Skills
Forecasting, Cash Management, Due Diligence, Financial Statements, Accounting Management, Managerial Finance, Strategic Financial..., Derivatives, Corporate Finance, Options, Financial Analysis, Accounting, Bloomberg, Finance, Analysis, Variance Analysis, Financial Markets, Budgets, Financial Modeling, Management, Financial Planning, Leadership
Education
Finra 2013 — 2013
Series 7
American Institute of Certified Public Accountants
CPA, Accounting, Tax, Regulation, Audit
Illinois Institute of Technology 2002 — 2005
Masters, Finance
Panjab University 1996 — 1999
Bachelors, Commerce
Charles Schwab July 2014 - Present
Charles Schwab January 2012 - July 2014
InfraStrategy dba Total Attorneys 2009 - 2011
U.S. Futures Exchange 2006 - 2009
Eurex US 2003 - 2006
Skills
Forecasting, Cash Management, Due Diligence, Financial Statements, Accounting Management, Managerial Finance, Strategic Financial..., Derivatives, Corporate Finance, Options, Financial Analysis, Accounting, Bloomberg, Finance, Analysis, Variance Analysis, Financial Markets, Budgets, Financial Modeling, Management, Financial Planning, Leadership
Education
Finra 2013 — 2013
Series 7
American Institute of Certified Public Accountants
CPA, Accounting, Tax, Regulation, Audit
Illinois Institute of Technology 2002 — 2005
Masters, Finance
Panjab University 1996 — 1999
Bachelors, Commerce
Arun Battula's Charles Schwab Experience November 2012 - Present
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Harden Healthcare, LLC August 2010 - October 2012
Ferrellgas June 2001 - July 2010
Pioneer Investments June 2000 - May 2001
Stock Holding Corporation of India Limited 1993 - 2000
Skills
SQR, PeopleSoft, PeopleTools, PL/SQL, Requirements Analysis
Education
Indian Institute of Technology, Kharagpur
Kendriya Vidyalaya
Charles Schwab November 2012 - Present
Harden Healthcare, LLC August 2010 - October 2012
Ferrellgas June 2001 - July 2010
Pioneer Investments June 2000 - May 2001
Stock Holding Corporation of India Limited 1993 - 2000
Skills
SQR, PeopleSoft, PeopleTools, PL/SQL, Requirements Analysis
Education
Indian Institute of Technology, Kharagpur
Kendriya Vidyalaya
Kate Earlix's Charles Schwab Experience April 2000 - October 2004
Job QA Analytics & Engineering at Bank of America
Industry Banking
Experience
Bank of America March 2013 - Present
Bank of America October 2004 - Present
Charles Schwab April 2000 - October 2004
Skills
Unix Shell Scripting, Perl, SDLC, Capacity Planning, DB2, Quality Center, Websphere, Weblogic, Banking, Performance Tuning, SOA, Mainframe, Waterfall, Unix, Data Modeling, Integration, Shell Scripting, Requirements Analysis, SQL
Education
Humber College
Computer Programming
Bank of America March 2013 - Present
Bank of America October 2004 - Present
Charles Schwab April 2000 - October 2004
Skills
Unix Shell Scripting, Perl, SDLC, Capacity Planning, DB2, Quality Center, Websphere, Weblogic, Banking, Performance Tuning, SOA, Mainframe, Waterfall, Unix, Data Modeling, Integration, Shell Scripting, Requirements Analysis, SQL
Education
Humber College
Computer Programming
Tina Ritko's Charles Schwab Experience October 2000 - March 2010
Job Senior Marketing Compliance Officer
Industry Financial Services
Experience
Dimensional Fund Advisors April 2010 - Present
Charles Schwab October 2000 - March 2010
American Century Investments 1990 - 2000
Education
Illinois Wesleyan University 1985 — 1990
Dimensional Fund Advisors April 2010 - Present
Charles Schwab October 2000 - March 2010
American Century Investments 1990 - 2000
Education
Illinois Wesleyan University 1985 — 1990
Anupam Kataki's Charles Schwab Experience January 2005 - October 2006
Job Director at PricewaterhouseCoopers
Industry Computer Software
Experience
PricewaterhouseCoopers 2013 - Present
PricewaterhouseCoopers June 2009 - June 2013
Bearing Point Inc November 2008 - June 2009
Bearing Point Inc October 2006 - October 2008
Charles Schwab January 2005 - October 2006
Charles Schwab July 2003 - January 2005
Best Buy January 2003 - July 2003
British Telecom September 2001 - January 2003
Zubair Automotive LLC, Oman February 2000 - September 2001
Thermax LTD June 1997 - January 2000
Skills
SOA, Software Development, JMS, SDLC, Oracle, Requirements Analysis, Business Process Design, Web Services, Integration, Weblogic, Databases, Websphere, PL/SQL, EAI, Data Warehousing, Java, Java Enterprise Edition
Education
Indian Institute of Management, Kozhikode 2003 — 2004
University of Pune 1995 — 1997
Masters In Computer Management
University of Pune 1991 — 1994
Bachelors Of Science
PricewaterhouseCoopers 2013 - Present
PricewaterhouseCoopers June 2009 - June 2013
Bearing Point Inc November 2008 - June 2009
Bearing Point Inc October 2006 - October 2008
Charles Schwab January 2005 - October 2006
Charles Schwab July 2003 - January 2005
Best Buy January 2003 - July 2003
British Telecom September 2001 - January 2003
Zubair Automotive LLC, Oman February 2000 - September 2001
Thermax LTD June 1997 - January 2000
Skills
SOA, Software Development, JMS, SDLC, Oracle, Requirements Analysis, Business Process Design, Web Services, Integration, Weblogic, Databases, Websphere, PL/SQL, EAI, Data Warehousing, Java, Java Enterprise Edition
Education
Indian Institute of Management, Kozhikode 2003 — 2004
University of Pune 1995 — 1997
Masters In Computer Management
University of Pune 1991 — 1994
Bachelors Of Science
Peter Shifman, PMP's Charles Schwab Experience May 2011 - March 2012
Job Project Manager at Cisco Systems
Industry Financial Services
Experience
Cisco Systems March 2012 - Present
Charles Schwab May 2011 - March 2012
Infocrossing, a WIPRO company May 2010 - May 2011
Visa, inc. April 2009 - April 2010
Visa, Inc December 2007 - March 2009
Autodesk, Inc July 2007 - December 2007
Acxiom Corp February 2006 - July 2007
Advent Software June 2003 - December 2005
Vitria Technology February 2001 - May 2003
Flashcom, Inc. March 1998 - February 2001
Skills
Data Warehousing, ERP, Business Process, Integration, Cisco Technologies, SDLC, PMP, CRM, Software Development, PMO Development, SharePoint, Enterprise Software, MS Project, Project Management, Data Center, IT Strategy, IT Management, VMware, Siebel, Linux, Management, Telecommunications, Cloud Computing, Vendor Management, Microsoft SQL Server, Security, System Deployment, Oracle, Strategy, SQL
Education
Hiram College 1970 — 1974
BA, English
Rutgers Preparatory School 1966 — 1970
Cisco Systems March 2012 - Present
Charles Schwab May 2011 - March 2012
Infocrossing, a WIPRO company May 2010 - May 2011
Visa, inc. April 2009 - April 2010
Visa, Inc December 2007 - March 2009
Autodesk, Inc July 2007 - December 2007
Acxiom Corp February 2006 - July 2007
Advent Software June 2003 - December 2005
Vitria Technology February 2001 - May 2003
Flashcom, Inc. March 1998 - February 2001
Skills
Data Warehousing, ERP, Business Process, Integration, Cisco Technologies, SDLC, PMP, CRM, Software Development, PMO Development, SharePoint, Enterprise Software, MS Project, Project Management, Data Center, IT Strategy, IT Management, VMware, Siebel, Linux, Management, Telecommunications, Cloud Computing, Vendor Management, Microsoft SQL Server, Security, System Deployment, Oracle, Strategy, SQL
Education
Hiram College 1970 — 1974
BA, English
Rutgers Preparatory School 1966 — 1970
Josephine Brogan's Charles Schwab Experience March 1999 - Present
Job Administrative Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1999 - Present
Education
Castletownbere, Co. Cork
Clonakilty, Co. Cork
Heald College
Charles Schwab March 1999 - Present
Education
Castletownbere, Co. Cork
Clonakilty, Co. Cork
Heald College
Anurag Sethi's Charles Schwab Experience July 2005 - December 2005
Job Senior Software Engineer at Walmart.com
Industry Information Technology and Services
Experience
Walmart.com April 2006 - Present
Dorado Inc January 2006 - April 2006
Charles Schwab July 2005 - December 2005
Gap Inc. August 2004 - July 2005
SVB January 2004 - July 2004
Skills
JDBC, Agile Methodologies, SOA, Java Enterprise Edition, Spring, Tomcat, Ant, Hibernate
Education
Indian Institute of Technology, Delhi 1992 — 1997
Walmart.com April 2006 - Present
Dorado Inc January 2006 - April 2006
Charles Schwab July 2005 - December 2005
Gap Inc. August 2004 - July 2005
SVB January 2004 - July 2004
Skills
JDBC, Agile Methodologies, SOA, Java Enterprise Edition, Spring, Tomcat, Ant, Hibernate
Education
Indian Institute of Technology, Delhi 1992 — 1997
Doug Nauman, PMP, CSM's Charles Schwab Experience 2014 - Present
Job Sr. Manager Project Management (Bus) at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab 2014 - Present
Hewlett-Packard 2011 - 2014
Verizon 2005 - 2011
MCI 2000 - 2005
Computer Sciences Corporation 1999 - 2000
Texas Mutual Insurance Company 1995 - 1999
Skills
Project Management..., Certified Scrum Master..., SDLC, Software Project..., Project Portfolio..., Program Management, Agile Methodologies, Business Analysis, Process Improvement, Vendor Management, Project Management, Strategic Planning, Integration, Billing Systems, PMO, Requirements Analysis, Cloud Computing, IT Management, Planning Budgeting &..., ALM, IT Strategy, Business Process..., Telecommunications, Cross-functional Team..., Scrum
Education
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab 2014 - Present
Hewlett-Packard 2011 - 2014
Verizon 2005 - 2011
MCI 2000 - 2005
Computer Sciences Corporation 1999 - 2000
Texas Mutual Insurance Company 1995 - 1999
Skills
Project Management..., Certified Scrum Master..., SDLC, Software Project..., Project Portfolio..., Program Management, Agile Methodologies, Business Analysis, Process Improvement, Vendor Management, Project Management, Strategic Planning, Integration, Billing Systems, PMO, Requirements Analysis, Cloud Computing, IT Management, Planning Budgeting &..., ALM, IT Strategy, Business Process..., Telecommunications, Cross-functional Team..., Scrum
Education
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management, General
Craig Neal's Charles Schwab Experience July 2012 - Present
Job Sr. Manager, Client Services at Charles Schwab
Industry Computer Software
Experience
Charles Schwab July 2012 - Present
Charles Schwab November 2011 - June 2012
Compliance11 October 2007 - May 2012
The PC Refinery August 2003 - September 2007
Illinois Tool Works 1996 - 2003
US Cellular September 1994 - November 1996
IL Dept of Public Aid 1993 - 1994
Illinois Environmental Protection Agency 1988 - 1993
Skills
Accounting, Testing, Analysis, Process Improvement, Project Management, Negotiation, Salesforce.com, Business Analysis, Account Management, Strategic Planning, Business Strategy, Team Building, Risk Management, Start-ups, Customer Service, Networking, Strategy, Vendor Management, CRM
Education
Illinois State University 1985 — 1987
Accounting
Springfield High School 1981 — 1985
High School
Roosevelt University
B.S., Accounting
Charles Schwab July 2012 - Present
Charles Schwab November 2011 - June 2012
Compliance11 October 2007 - May 2012
The PC Refinery August 2003 - September 2007
Illinois Tool Works 1996 - 2003
US Cellular September 1994 - November 1996
IL Dept of Public Aid 1993 - 1994
Illinois Environmental Protection Agency 1988 - 1993
Skills
Accounting, Testing, Analysis, Process Improvement, Project Management, Negotiation, Salesforce.com, Business Analysis, Account Management, Strategic Planning, Business Strategy, Team Building, Risk Management, Start-ups, Customer Service, Networking, Strategy, Vendor Management, CRM
Education
Illinois State University 1985 — 1987
Accounting
Springfield High School 1981 — 1985
High School
Roosevelt University
B.S., Accounting
Richard Gavel's Charles Schwab Experience January 2002 - May 2007
Job Senior Software Developer at Echo Global Logistics
Industry Computer Software
Experience
Echo Global Logistics October 2010 - Present
JP Morgan Chase 2009 - 2010
Catalyst Software Solutions July 2007 - May 2009
William Blair and Company July 2007 - August 2008
Charles Schwab January 2002 - May 2007
Cincinnati Financial Corporation March 1999 - August 2000
Dunn Solutions Group January 1997 - March 1999
Skills
JavaScript, Microsoft SQL Server, C#, .NET, Scrum, jQuery, SDLC, Agile Methodologies, Enterprise Architecture, Visual Studio, ASP.NET, Software Development, SQL, Software Project...
Education
Illinois Institute of Technology 1994 — 1996
BS, Computer Science
Moraine Valley Community College 1992 — 1994
Illinois Mathematics & Science Academy (IMSA) 1989 — 1991
Echo Global Logistics October 2010 - Present
JP Morgan Chase 2009 - 2010
Catalyst Software Solutions July 2007 - May 2009
William Blair and Company July 2007 - August 2008
Charles Schwab January 2002 - May 2007
Cincinnati Financial Corporation March 1999 - August 2000
Dunn Solutions Group January 1997 - March 1999
Skills
JavaScript, Microsoft SQL Server, C#, .NET, Scrum, jQuery, SDLC, Agile Methodologies, Enterprise Architecture, Visual Studio, ASP.NET, Software Development, SQL, Software Project...
Education
Illinois Institute of Technology 1994 — 1996
BS, Computer Science
Moraine Valley Community College 1992 — 1994
Illinois Mathematics & Science Academy (IMSA) 1989 — 1991
Nalla Sivam's Charles Schwab Experience 2002 - 2005
Job Database Analyst
Industry Information Technology and Services
Experience
Wellsfargo November 2005 - Present
Wellsfargo 2005 - 2011
Charles Schwab 2002 - 2005
Alphasoft Services 1999 - 2005
Alphasoft Services 1999 - 2005
Navisite September 2000 - February 2001
Ceon Corporation 1999 - 2000
Tata Consultancy Services 1997 - 1999
Skills
Data Warehousing, Oracle, Business Intelligence, PL/SQL, SDLC, Databases, PeopleSoft, ETL, Requirements Analysis, Requirements Gathering, CRM, Data Modeling, SQL, Business Objects, Enterprise Architecture, Informatica
Education
Indian Institute of Technology, Bombay 1995 — 1997
M.Tech
PSG College of Technology
Wellsfargo November 2005 - Present
Wellsfargo 2005 - 2011
Charles Schwab 2002 - 2005
Alphasoft Services 1999 - 2005
Alphasoft Services 1999 - 2005
Navisite September 2000 - February 2001
Ceon Corporation 1999 - 2000
Tata Consultancy Services 1997 - 1999
Skills
Data Warehousing, Oracle, Business Intelligence, PL/SQL, SDLC, Databases, PeopleSoft, ETL, Requirements Analysis, Requirements Gathering, CRM, Data Modeling, SQL, Business Objects, Enterprise Architecture, Informatica
Education
Indian Institute of Technology, Bombay 1995 — 1997
M.Tech
PSG College of Technology
Vijay Vardhan Bandaru's Charles Schwab Experience November 2010 - Present
Job Senior Oracle Consultant at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2010 - Present
Johnson Controls June 2006 - October 2010
American Society for Quality 2002 - 2006
HK Systems 1998 - 2001
Sonata 1995 - 1998
Education
Indian Institute of Technology, Kharagpur 1991 — 1993
M Tech
Charles Schwab November 2010 - Present
Johnson Controls June 2006 - October 2010
American Society for Quality 2002 - 2006
HK Systems 1998 - 2001
Sonata 1995 - 1998
Education
Indian Institute of Technology, Kharagpur 1991 — 1993
M Tech
Arvin Aurora's Charles Schwab Experience March 2015 - Present
Job Director Enterprise Risk (ERM) at Charles Schwab
Industry Banking
Experience
Charles Schwab March 2015 - Present
Skills
Mergers & Acquisitions, Finance, Banking, Internal Controls, Auditing, Management, Project Management, GAAP, SEC filings, Financial Modeling, Financial Analysis, Credit, Capital Markets, Due Diligence, Commercial Lending, Private Equity, SEC Filings, Loans, Risk Management, Financial Risk, Portfolio Management, Mergers, Valuation, Investments, Cash Management
Education
UC Santa Barbara/PWU Los Angeles 1981 — 1983
PhD, Mechanical Emgineering
University of Manitoba 1976 — 1978
MS, Mech Eng
Indian Institute of Technology, Kharagpur 1971 — 1976
BTech (hons), Met Eng
Charles Schwab March 2015 - Present
Skills
Mergers & Acquisitions, Finance, Banking, Internal Controls, Auditing, Management, Project Management, GAAP, SEC filings, Financial Modeling, Financial Analysis, Credit, Capital Markets, Due Diligence, Commercial Lending, Private Equity, SEC Filings, Loans, Risk Management, Financial Risk, Portfolio Management, Mergers, Valuation, Investments, Cash Management
Education
UC Santa Barbara/PWU Los Angeles 1981 — 1983
PhD, Mechanical Emgineering
University of Manitoba 1976 — 1978
MS, Mech Eng
Indian Institute of Technology, Kharagpur 1971 — 1976
BTech (hons), Met Eng
Howard E. Goldstein's Charles Schwab Experience January 2003 - March 2004
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America October 2006 - Present
Nomura June 2006 - October 2006
JPMorgan Chase January 2005 - June 2006
Medco March 2004 - January 2005
Charles Schwab January 2003 - March 2004
NASDAQ 2001 - 2002
TD Waterhouse February 2000 - September 2001
Anderson Consulting 1998 - 2000
ING November 1997 - August 1998
AIG October 1995 - October 1997
Skills
Vendor Management, Business Analysis, SDLC, PMO, Equities, Banking
Education
Hofstra University 1977 — 1979
MBA, Finance
Queens College 1972 — 1977
BA, Accounting, Economics
Bank of America October 2006 - Present
Nomura June 2006 - October 2006
JPMorgan Chase January 2005 - June 2006
Medco March 2004 - January 2005
Charles Schwab January 2003 - March 2004
NASDAQ 2001 - 2002
TD Waterhouse February 2000 - September 2001
Anderson Consulting 1998 - 2000
ING November 1997 - August 1998
AIG October 1995 - October 1997
Skills
Vendor Management, Business Analysis, SDLC, PMO, Equities, Banking
Education
Hofstra University 1977 — 1979
MBA, Finance
Queens College 1972 — 1977
BA, Accounting, Economics
Monika Mantri's Charles Schwab Experience October 2007 - August 2012
Job Director of Financial Operations
Industry Information Technology and Services
Experience
Finxera June 2014 - Present
SunEdison August 2012 - June 2014
Charles Schwab October 2007 - August 2012
Ross Stores, Inc. November 2006 - October 2007
Parnassus Investments April 2005 - November 2006
Skills
Mutual Funds, Financial Analysis, Accounting, Investments, Portfolio Management, Financial Modeling, Asset Managment, Auditing, Corporate Finance, Fund Accounting, Microsoft Excel, Bloomberg, Tax, Valuation, Account Reconciliation, General Ledger, Securities, Financial Accounting, Fund Of Funds, Finance, Corporate Actions, Investment Management, Strategic Financial..., Equities, Financial Services, SEC filings, Internal Controls, Management, Analysis, Back Office, Forecasting, Variance Analysis, Due Diligence, Fixed Income, Financial Statements, ETFs, Investor Relations, Bloomberg Terminal, Equity Valuation, Equity Research, External Audit, Private Equity, Financial Reporting, Executive Management, Strategy, Strategic Planning, Mergers, Internal Audit
Education
Illinois State University
BS, Accounting
Finxera June 2014 - Present
SunEdison August 2012 - June 2014
Charles Schwab October 2007 - August 2012
Ross Stores, Inc. November 2006 - October 2007
Parnassus Investments April 2005 - November 2006
Skills
Mutual Funds, Financial Analysis, Accounting, Investments, Portfolio Management, Financial Modeling, Asset Managment, Auditing, Corporate Finance, Fund Accounting, Microsoft Excel, Bloomberg, Tax, Valuation, Account Reconciliation, General Ledger, Securities, Financial Accounting, Fund Of Funds, Finance, Corporate Actions, Investment Management, Strategic Financial..., Equities, Financial Services, SEC filings, Internal Controls, Management, Analysis, Back Office, Forecasting, Variance Analysis, Due Diligence, Fixed Income, Financial Statements, ETFs, Investor Relations, Bloomberg Terminal, Equity Valuation, Equity Research, External Audit, Private Equity, Financial Reporting, Executive Management, Strategy, Strategic Planning, Mergers, Internal Audit
Education
Illinois State University
BS, Accounting
Jeanette Chung's Charles Schwab Experience October 2000 - December 2001
Job Financial Advisor
Industry Financial Services
Experience
Royal Alliance Associates Inc. November 2008 - Present
HSBC Securities USA Inc December 2001 - June 2008
Charles Schwab October 2000 - December 2001
Chase Investment Services Corp. September 1999 - October 2000
Chase Bank 1998 - 1999
Chemical Bank 1995 - 1998
Skills
Financial Analysis, Financial Reporting, Retirement Planning, Series 7, Wealth Management, Accounting, Mutual Funds, Life Insurance, Investments, Fixed Annuities
Education
Hofstra University 1990 — 1993
BS, International of Business
Carle Place High School
John F Kennedy High School
Royal Alliance Associates Inc. November 2008 - Present
HSBC Securities USA Inc December 2001 - June 2008
Charles Schwab October 2000 - December 2001
Chase Investment Services Corp. September 1999 - October 2000
Chase Bank 1998 - 1999
Chemical Bank 1995 - 1998
Skills
Financial Analysis, Financial Reporting, Retirement Planning, Series 7, Wealth Management, Accounting, Mutual Funds, Life Insurance, Investments, Fixed Annuities
Education
Hofstra University 1990 — 1993
BS, International of Business
Carle Place High School
John F Kennedy High School
Liang Zhong , Ph.D.'s Charles Schwab Experience September 2015 - Present
Job Senior Treasury Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
MUFG Americas July 2014 - August 2015
JPMorgan Chase July 2013 - June 2014
Flexible Plan Investments, Ltd. June 2011 - May 2012
Skills
Portfolio Management, Financial Modeling, Financial Risk, Finance, Investments, Capital Markets, Basel II, Management, Credit Cards, Fixed Income, Derivatives, Risk Management, Bloomberg, Equities, Quantitative Analytics, Financial Analysis, Asset Management, Valuation, Microsoft Office
Education
University of Delaware 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics
Illinois Institute of Technology 2007 — 2009
Master's degree, Financial Mathematics
Tongji University 2002 — 2006
Bachelor's degree, Civil Engineering
Charles Schwab September 2015 - Present
MUFG Americas July 2014 - August 2015
JPMorgan Chase July 2013 - June 2014
Flexible Plan Investments, Ltd. June 2011 - May 2012
Skills
Portfolio Management, Financial Modeling, Financial Risk, Finance, Investments, Capital Markets, Basel II, Management, Credit Cards, Fixed Income, Derivatives, Risk Management, Bloomberg, Equities, Quantitative Analytics, Financial Analysis, Asset Management, Valuation, Microsoft Office
Education
University of Delaware 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics
Illinois Institute of Technology 2007 — 2009
Master's degree, Financial Mathematics
Tongji University 2002 — 2006
Bachelor's degree, Civil Engineering
Dennis Muntean's Charles Schwab Experience analystnextstudent2006 - 2007
Job Trading Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab analystnextstudent2006 - 2007
Education
Hofstra University 1995 — 2000
Charles Schwab analystnextstudent2006 - 2007
Education
Hofstra University 1995 — 2000
Dwayne Mello's Charles Schwab Experience September 1998 - August 1999
Job Sr Systems Engineer at Adobe
Industry Information Technology and Services
Experience
Adobe February 2011 - Present
TAOS July 2009 - February 2011
Washington Mutual April 2008 - June 2009
Washington Mutual Card Services December 2004 - April 2008
GreenPoint April 2004 - November 2004
Providian September 2000 - April 2004
Next Level Communications May 2000 - August 2000
Providian Financial September 1999 - April 2000
Charles Schwab September 1998 - August 1999
Sun Microsystems November 1997 - October 1998
Education
Heald College 1990 — 1991
AAS, Electronics
Adobe February 2011 - Present
TAOS July 2009 - February 2011
Washington Mutual April 2008 - June 2009
Washington Mutual Card Services December 2004 - April 2008
GreenPoint April 2004 - November 2004
Providian September 2000 - April 2004
Next Level Communications May 2000 - August 2000
Providian Financial September 1999 - April 2000
Charles Schwab September 1998 - August 1999
Sun Microsystems November 1997 - October 1998
Education
Heald College 1990 — 1991
AAS, Electronics
Patrick Petrillo's Charles Schwab Experience September 2006 - October 2008
Job Senior Vice President, Head of Corporate & Executive Compensation and HR Analytics
Industry Human Resources
Experience
State Street February 2011 - Present
Hewlett-Packard August 2009 - January 2011
Farient Advisors October 2008 - July 2009
Charles Schwab September 2006 - October 2008
UBS 1998 - 2006
Goldman Sachs 1993 - 1997
Skills
Executive Pay, Deferred Compensation, Performance Management, Organizational Design, Talent Management, HRIS, Incentive Programs, Human Resources, Organizational..., Management
Education
Rutgers University-New Brunswick 1992 — 1995
Master of Science, Human Resources
High Point University 1987 — 1991
Bachelor of Art, Human Relations
State Street February 2011 - Present
Hewlett-Packard August 2009 - January 2011
Farient Advisors October 2008 - July 2009
Charles Schwab September 2006 - October 2008
UBS 1998 - 2006
Goldman Sachs 1993 - 1997
Skills
Executive Pay, Deferred Compensation, Performance Management, Organizational Design, Talent Management, HRIS, Incentive Programs, Human Resources, Organizational..., Management
Education
Rutgers University-New Brunswick 1992 — 1995
Master of Science, Human Resources
High Point University 1987 — 1991
Bachelor of Art, Human Relations
Jennifer Tela's Charles Schwab Experience February 2003 - June 2004
Job Supply Chain Analyst at Safeway Inc.
Industry Supermarkets
Experience
Safeway Inc. September 2007 - Present
Safeway Inc. January 2004 - September 2007
Charles Schwab February 2003 - June 2004
Education
Heald College
AA, Computer Business Administrator
Safeway Inc. September 2007 - Present
Safeway Inc. January 2004 - September 2007
Charles Schwab February 2003 - June 2004
Education
Heald College
AA, Computer Business Administrator
Terri Garrison's Charles Schwab Experience 2000 - 2006
Job middle office/operations/trade support at Hudson Securties & Rodman & Renshaw
Industry Financial Services
Experience
RODMAN & RENSHAW/HUDSON SECURITIES, INC November 2006 - August 2012
Hudson Securities November 2006 - April 2011
MAYER & SCHWEITZER/SCHWAB CAPITAL MARKETS INC December 1999 - November 2006
Charles Schwab 2000 - 2006
Olsten Staffing Services January 1999 - November 1999
MINORITY TEMPORARY AGENCY December 1994 - December 1998
COLLEGIATE SCHOOL FOR BOYS January 1992 - August 1994
Skills
Equities, Securities, Equity Trading, Trading Systems, Trading, Capital Markets, Electronic Trading, Options, Risk Management, Prime Brokerage
Education
Hudson County Community College
Accounting
RODMAN & RENSHAW/HUDSON SECURITIES, INC November 2006 - August 2012
Hudson Securities November 2006 - April 2011
MAYER & SCHWEITZER/SCHWAB CAPITAL MARKETS INC December 1999 - November 2006
Charles Schwab 2000 - 2006
Olsten Staffing Services January 1999 - November 1999
MINORITY TEMPORARY AGENCY December 1994 - December 1998
COLLEGIATE SCHOOL FOR BOYS January 1992 - August 1994
Skills
Equities, Securities, Equity Trading, Trading Systems, Trading, Capital Markets, Electronic Trading, Options, Risk Management, Prime Brokerage
Education
Hudson County Community College
Accounting
Megan Romack, CPP's Charles Schwab Experience September 2011 - June 2012
Job Experienced Analyst at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Accenture September 2014 - May 2015
Accenture September 2013 - September 2014
PayTech June 2012 - August 2013
Charles Schwab September 2011 - June 2012
optionsXpress March 2010 - August 2011
Furniture Brands International May 2008 - December 2009
Thomson Reuters 2007 - 2008
Skills
Payroll, Payroll Taxes, PeopleSoft, ADP Payroll, Employee Benefits, Ceridian, Microsoft Word, HRIS, Access, Employee Relations, PowerPoint, Multi-state Payroll..., FMLA, Deferred Compensation, Human Resources, Onboarding, Benefits Administration, Performance Management, Excel, Word, Workday, eTime, Garnishments, ADP ReportSmith, Paychex, American Sign Language, Microsoft Excel, Project Management, Process Improvement, Consulting
Education
Illinois State University 1998 — 2001
BS Ed, Deaf Education
Springfield Southeast High School
PwC June 2015 - Present
Accenture September 2014 - May 2015
Accenture September 2013 - September 2014
PayTech June 2012 - August 2013
Charles Schwab September 2011 - June 2012
optionsXpress March 2010 - August 2011
Furniture Brands International May 2008 - December 2009
Thomson Reuters 2007 - 2008
Skills
Payroll, Payroll Taxes, PeopleSoft, ADP Payroll, Employee Benefits, Ceridian, Microsoft Word, HRIS, Access, Employee Relations, PowerPoint, Multi-state Payroll..., FMLA, Deferred Compensation, Human Resources, Onboarding, Benefits Administration, Performance Management, Excel, Word, Workday, eTime, Garnishments, ADP ReportSmith, Paychex, American Sign Language, Microsoft Excel, Project Management, Process Improvement, Consulting
Education
Illinois State University 1998 — 2001
BS Ed, Deaf Education
Springfield Southeast High School
Editha Mallari's Charles Schwab Experience August 2000 - December 2008
Job Accounting Professional
Industry Accounting
Experience
San Mateo County Sheriff's Office assigned to the Northern California Regional Intelligence Center September 2013 - Present
TSS Total Staffing Solutions, Inc. October 2012 - March 2013
TSS Total Staffing Solutions, Inc. August 2011 - April 2012
Robert Half Finance & Accounting February 2011 - April 2011
Lucky Check Cashing, Inc. April 2009 - April 2010
Charles Schwab August 2000 - December 2008
Philippine National Bank July 1987 - May 2000
Skills
Bank Reconciliation, Accounts Payable, Accounts Receivable, Billing Process, Banking, Accounting, Microsoft Office, Oracle, QuickBooks, Peachtree, Onyx, SharePoint, 10 Key Touch, Spreadsheets, Typing, Data Analysis, Data Entry, High Organizational..., Outstanding..., Customer Service, Invoicing, Financial Statements
Education
Holy Angel University 1978 — 1983
Bachelor's degree, Business Administration and Accounting
Skyline College
Accounting, Certification
San Mateo County Sheriff's Office assigned to the Northern California Regional Intelligence Center September 2013 - Present
TSS Total Staffing Solutions, Inc. October 2012 - March 2013
TSS Total Staffing Solutions, Inc. August 2011 - April 2012
Robert Half Finance & Accounting February 2011 - April 2011
Lucky Check Cashing, Inc. April 2009 - April 2010
Charles Schwab August 2000 - December 2008
Philippine National Bank July 1987 - May 2000
Skills
Bank Reconciliation, Accounts Payable, Accounts Receivable, Billing Process, Banking, Accounting, Microsoft Office, Oracle, QuickBooks, Peachtree, Onyx, SharePoint, 10 Key Touch, Spreadsheets, Typing, Data Analysis, Data Entry, High Organizational..., Outstanding..., Customer Service, Invoicing, Financial Statements
Education
Holy Angel University 1978 — 1983
Bachelor's degree, Business Administration and Accounting
Skyline College
Accounting, Certification
Brett Lewellen's Charles Schwab Experience April 2009 - September 2009
Job Solutions Consultant at QCI
Industry Information Technology and Services
Experience
QCI March 2012 - Present
Stara Technologies, Inc. December 2010 - March 2011
HP Enterprise Services October 2009 - September 2010
Charles Schwab April 2009 - September 2009
HP Enterprise Services / Henkel February 2009 - March 2009
Charles Schwab June 2008 - December 2008
Principal Global Investors April 2007 - May 2008
QCI April 2007 - May 2008
ING 2006 - 2007
Skills
Active Directory, XP, End User Support, Desktop Support, Remedy, Troubleshooting, Lotus Notes, Telephony, Outlook, Servers, Windows Server 2003, Windows 7, Microsoft Office, Documentation, Computer Hardware, Workstations, Windows, Hardware, Printers, Windows Server, Networking, Integration, Technical Support, Software Installation
Education
Indian Hills Community College 2001 — 2003
Associates Degree of Applied Science, Computer Systems/Networks
QCI March 2012 - Present
Stara Technologies, Inc. December 2010 - March 2011
HP Enterprise Services October 2009 - September 2010
Charles Schwab April 2009 - September 2009
HP Enterprise Services / Henkel February 2009 - March 2009
Charles Schwab June 2008 - December 2008
Principal Global Investors April 2007 - May 2008
QCI April 2007 - May 2008
ING 2006 - 2007
Skills
Active Directory, XP, End User Support, Desktop Support, Remedy, Troubleshooting, Lotus Notes, Telephony, Outlook, Servers, Windows Server 2003, Windows 7, Microsoft Office, Documentation, Computer Hardware, Workstations, Windows, Hardware, Printers, Windows Server, Networking, Integration, Technical Support, Software Installation
Education
Indian Hills Community College 2001 — 2003
Associates Degree of Applied Science, Computer Systems/Networks
Marty Merisko's Charles Schwab Experience December 2013 - Present
Job Managing DirectorInternational Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Scottrade March 2010 - July 2012
Computer Research, Inc. (acquired by Scottrade March 2010) July 2007 - March 2010
Comprehensive Software Systems February 2002 - June 2007
Fiserv Correspondent Services Corp. November 2000 - December 2001
American Fronteer Financial Corp May 1998 - November 2000
Merrill Lynch December 1997 - May 1998
MultiSource Services January 1989 - December 1997
LIT America 1986 - 1989
Skills
Equities, Financial Services, Business Analysis, Product Management, SDLC, Fixed Income, Process Improvement, Risk Management, Strategic Planning, Software Project..., Back Office, Business Strategy, Business Architecture, Cost Basis Reporting, Front Office Support, Quality Assurance, Securities, Cross-functional Team..., Business Process, Strategy, Analysis, Corporate Actions, Settlement, Product Development, Requirements Analysis, Start-ups, Software Development, Requirements Gathering, Leadership, Business Requirements, Management, Mutual Funds, Mergers & Acquisitions, Competitive Analysis, Enterprise Software, Trading, Options, Electronic Trading, Series 7, Vendor Management, Trading Systems
Education
Illinois State University 1979 — 1983
B.S., Finance & Economics
Charles Schwab December 2013 - Present
Scottrade March 2010 - July 2012
Computer Research, Inc. (acquired by Scottrade March 2010) July 2007 - March 2010
Comprehensive Software Systems February 2002 - June 2007
Fiserv Correspondent Services Corp. November 2000 - December 2001
American Fronteer Financial Corp May 1998 - November 2000
Merrill Lynch December 1997 - May 1998
MultiSource Services January 1989 - December 1997
LIT America 1986 - 1989
Skills
Equities, Financial Services, Business Analysis, Product Management, SDLC, Fixed Income, Process Improvement, Risk Management, Strategic Planning, Software Project..., Back Office, Business Strategy, Business Architecture, Cost Basis Reporting, Front Office Support, Quality Assurance, Securities, Cross-functional Team..., Business Process, Strategy, Analysis, Corporate Actions, Settlement, Product Development, Requirements Analysis, Start-ups, Software Development, Requirements Gathering, Leadership, Business Requirements, Management, Mutual Funds, Mergers & Acquisitions, Competitive Analysis, Enterprise Software, Trading, Options, Electronic Trading, Series 7, Vendor Management, Trading Systems
Education
Illinois State University 1979 — 1983
B.S., Finance & Economics
Jennifer McHale's Charles Schwab Experience November 2002 - May 2005
Job Compliance Examiner at William Blair and Company
Industry Financial Services
Experience
William Blair and Company June 2005 - Present
Charles Schwab November 2002 - May 2005
Skills
Series 7, Series 63, Securities, Compliance
Education
Illinois State University 1984 — 1989
BS, Economics
High School
William Blair and Company June 2005 - Present
Charles Schwab November 2002 - May 2005
Skills
Series 7, Series 63, Securities, Compliance
Education
Illinois State University 1984 — 1989
BS, Economics
High School
Sara Pillischafske's Charles Schwab Experience July 2010 - Present
Job Staff Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2010 - Present
COUNTRY Financial January 2010 - May 2010
John Deere May 2009 - August 2009
Education
Illinois State University 2006 — 2010
B.S., Information Systems - Systems Analyst
Charles Schwab July 2010 - Present
COUNTRY Financial January 2010 - May 2010
John Deere May 2009 - August 2009
Education
Illinois State University 2006 — 2010
B.S., Information Systems - Systems Analyst
Jason Paroly's Charles Schwab Experience November 2014 - Present
Job QA Software Engineer
Industry Computer Software
Experience
Charles Schwab November 2014 - Present
Microsoft May 2014 - November 2014
Microsoft July 2005 - May 2014
Skills
Test Automation, Testing, Test Strategy, Software Quality..., Test Planning, Performance Testing, Test Cases, Technical Management, Test Tools, Test Management, Regression Testing, Black Box Testing, Agile Testing, Regression, White Box Testing, Test Execution, Black Box, Web Testing, C#, Selenium
Education
Hofstra University 2009 — 2011
Masters, Computer Science
Springfield College 1997 — 1998
CAGS, Athletic Counseling
Rutgers University 1995 — 1996
M. Ed., Counseling Psychology
University of Delaware 1989 — 1993
BA, Psychology
Charles Schwab November 2014 - Present
Microsoft May 2014 - November 2014
Microsoft July 2005 - May 2014
Skills
Test Automation, Testing, Test Strategy, Software Quality..., Test Planning, Performance Testing, Test Cases, Technical Management, Test Tools, Test Management, Regression Testing, Black Box Testing, Agile Testing, Regression, White Box Testing, Test Execution, Black Box, Web Testing, C#, Selenium
Education
Hofstra University 2009 — 2011
Masters, Computer Science
Springfield College 1997 — 1998
CAGS, Athletic Counseling
Rutgers University 1995 — 1996
M. Ed., Counseling Psychology
University of Delaware 1989 — 1993
BA, Psychology
Senthil Padmanaban's Charles Schwab Experience April 2014 - Present
Job Senior Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Chicago Analytic Trading Co. LLC January 2012 - February 2014
Birkelbach Investment Securities, INC January 2004 - January 2012
Stuart Graduate School of Business August 2002 - January 2004
Skills
Options, Equities, Series 7, Trading, Series 63, Bloomberg, Hedge Funds, Financial Services, Securities Regulation, Series 24, Series 27, Series 4, Series 53, QuickBooks, FINRA, Capital Markets, Financial Modeling, Electronic Trading, Risk Management, Fixed Income, Derivatives, Securities, Financial Markets, Mutual Funds, Equity Trading, Investment Advisory, Commodity
Education
Illinois Institute of Technology 2002 — 2004
Master's degree, Finance/Derivatives
University of Madras 1998 — 2000
Master's degree, MBA--Finance & Systems
University of Madras 1994 — 1998
Bachelor's degree, Electrical, Electronics and Communications Engineering
Charles Schwab April 2014 - Present
Chicago Analytic Trading Co. LLC January 2012 - February 2014
Birkelbach Investment Securities, INC January 2004 - January 2012
Stuart Graduate School of Business August 2002 - January 2004
Skills
Options, Equities, Series 7, Trading, Series 63, Bloomberg, Hedge Funds, Financial Services, Securities Regulation, Series 24, Series 27, Series 4, Series 53, QuickBooks, FINRA, Capital Markets, Financial Modeling, Electronic Trading, Risk Management, Fixed Income, Derivatives, Securities, Financial Markets, Mutual Funds, Equity Trading, Investment Advisory, Commodity
Education
Illinois Institute of Technology 2002 — 2004
Master's degree, Finance/Derivatives
University of Madras 1998 — 2000
Master's degree, MBA--Finance & Systems
University of Madras 1994 — 1998
Bachelor's degree, Electrical, Electronics and Communications Engineering
Maude Worthington's Charles Schwab Experience September 2014 - Present
Job Conversion Team Manager/Schwab RBS
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
US Department of Labor - EBSA May 2010 - August 2014
Alutiiq 2008 - 2009
Trusource 2007 - 2008
MetLife (Benefit Services in Atlanta) September 1998 - December 2006
Fidelity Investments July 1994 - August 1998
Education
College of St. Rose
M.S.
Hope College
BA, History
Charles Schwab September 2014 - Present
US Department of Labor - EBSA May 2010 - August 2014
Alutiiq 2008 - 2009
Trusource 2007 - 2008
MetLife (Benefit Services in Atlanta) September 1998 - December 2006
Fidelity Investments July 1994 - August 1998
Education
College of St. Rose
M.S.
Hope College
BA, History
Dustin Soderholm's Charles Schwab Experience February 2011 - Present
Job at Charles Schwab
Industry Banking
Experience
Charles Schwab February 2011 - Present
Bank of America March 2010 - June 2010
PNC Mortgage April 2005 - December 2009
JohnsByrne company 2003 - 2005
Education
Illinois State University 2003 — 2004
Bachelors of Science, Business/Economics
Charles Schwab February 2011 - Present
Bank of America March 2010 - June 2010
PNC Mortgage April 2005 - December 2009
JohnsByrne company 2003 - 2005
Education
Illinois State University 2003 — 2004
Bachelors of Science, Business/Economics
Vikash Talanki's Charles Schwab Experience January 2013 - April 2013
Job Staff Software Engineer at Visa
Industry Information Technology and Services
Experience
Visa July 2015 - Present
Cisco July 2013 - July 2015
Charles Schwab January 2013 - April 2013
Infosys August 2011 - December 2012
Skills
Java, C, HTML, Data Analysis, Big Data, Hadoop, Hive, Sqoop, MapReduce, HBase, Research, English, Data Structures, Programming, PL/SQL, Microsoft Excel, Oracle, Apache Spark, Scala
Education
Indian Institute of Technology, Kanpur 2009 — 2011
Master of Technology (M.Tech.), Computer Science & Engineering, 6.7
C.V.S.R College of Engineering 2005 — 2009
Bachelor of Technology (B.Tech.), Computer Science, 74.56%
Visa July 2015 - Present
Cisco July 2013 - July 2015
Charles Schwab January 2013 - April 2013
Infosys August 2011 - December 2012
Skills
Java, C, HTML, Data Analysis, Big Data, Hadoop, Hive, Sqoop, MapReduce, HBase, Research, English, Data Structures, Programming, PL/SQL, Microsoft Excel, Oracle, Apache Spark, Scala
Education
Indian Institute of Technology, Kanpur 2009 — 2011
Master of Technology (M.Tech.), Computer Science & Engineering, 6.7
C.V.S.R College of Engineering 2005 — 2009
Bachelor of Technology (B.Tech.), Computer Science, 74.56%
Robert (Bob) Williams's Charles Schwab Experience June 1989 - June 1994
Job Retired Financial Services Professional
Industry Financial Services
Experience
Waddell & Reed Financial Services June 1996 - December 2008
Charles Schwab June 1989 - June 1994
Education
Humboldt State University 1968 — 1970
MBA
University of Utah 1962 — 1967
BS, Management
Waddell & Reed Financial Services June 1996 - December 2008
Charles Schwab June 1989 - June 1994
Education
Humboldt State University 1968 — 1970
MBA
University of Utah 1962 — 1967
BS, Management
Regina Hill's Charles Schwab Experience 2007 - 2009
Job IT Professional
Industry Information Technology and Services
Experience
ZeroChaos November 2013 - June 2014
CoreLogic December 2012 - June 2013
Oracle July 2011 - August 2012
Kaiser Permanente July 2010 - February 2011
Charles Schwab 2007 - 2009
Charles Schwab 1999 - 2007
ADP 1991 - 1999
Advertising Checking Bureau 1987 - 1991
Franklin Templeton Investments 1985 - 1987
United States Army Corps of Engineers Information Design Center 1984 - 1984
Skills
Unix, DB2, Weblogic, COBOL, User Acceptance Testing, AIX, JCL, CICS, Regression Testing, Java, BMC Remedy, ClearCase, TSO, COBOLII, ClearQuest, Performance Testing, IBM Mainframe, LoadRunner, Web Services, JavaScript, Full Software Lifecycle, Solaris, Unit Testing, WebSphere Application..., JavaBeans, PeopleSoft, Serena Changeman, SDSF, UML, Red Hat Linux, IBM Servers, Load Testing, Stress Testing, Performance Metrics, ETL, Oracle Fusion Middleware, Web Applications, WebSphere Message Broker, WebSphere MQ, PeopleTools, UNIX utilities, IBM Power, Datacom, IBM Tivoli, HP Performance Center, Data Loading, Load Balancing, Performance Measurement, SiteScope, Oracle Fusion...
Education
Howard University 1981 — 1985
BBA, Computer Based Management Information Systems
ZeroChaos November 2013 - June 2014
CoreLogic December 2012 - June 2013
Oracle July 2011 - August 2012
Kaiser Permanente July 2010 - February 2011
Charles Schwab 2007 - 2009
Charles Schwab 1999 - 2007
ADP 1991 - 1999
Advertising Checking Bureau 1987 - 1991
Franklin Templeton Investments 1985 - 1987
United States Army Corps of Engineers Information Design Center 1984 - 1984
Skills
Unix, DB2, Weblogic, COBOL, User Acceptance Testing, AIX, JCL, CICS, Regression Testing, Java, BMC Remedy, ClearCase, TSO, COBOLII, ClearQuest, Performance Testing, IBM Mainframe, LoadRunner, Web Services, JavaScript, Full Software Lifecycle, Solaris, Unit Testing, WebSphere Application..., JavaBeans, PeopleSoft, Serena Changeman, SDSF, UML, Red Hat Linux, IBM Servers, Load Testing, Stress Testing, Performance Metrics, ETL, Oracle Fusion Middleware, Web Applications, WebSphere Message Broker, WebSphere MQ, PeopleTools, UNIX utilities, IBM Power, Datacom, IBM Tivoli, HP Performance Center, Data Loading, Load Balancing, Performance Measurement, SiteScope, Oracle Fusion...
Education
Howard University 1981 — 1985
BBA, Computer Based Management Information Systems
Joshua Samara's Charles Schwab Experience July 2010 - July 2012
Job Concept Explorations Developer at State Farm
Industry Financial Services
Experience
State Farm May 2015 - Present
State Farm Insurance July 2012 - May 2015
United States Air Force April 2007 - April 2013
Charles Schwab July 2010 - July 2012
COUNTRY Financial May 2009 - May 2010
Skills
Java, JavaScript, C#, Visual Studio, DB2, PL/SQL, SQL PL, COBOL, JCL, Testing
Education
Illinois State University 2005 — 2010
Bachelor's of Science - Information Technology, Networks Systems Analysis
Heartland Community College
State Farm May 2015 - Present
State Farm Insurance July 2012 - May 2015
United States Air Force April 2007 - April 2013
Charles Schwab July 2010 - July 2012
COUNTRY Financial May 2009 - May 2010
Skills
Java, JavaScript, C#, Visual Studio, DB2, PL/SQL, SQL PL, COBOL, JCL, Testing
Education
Illinois State University 2005 — 2010
Bachelor's of Science - Information Technology, Networks Systems Analysis
Heartland Community College
Valerie Oltman's Charles Schwab Experience August 2015 - Present
Job Banking Operations Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Wells Fargo (contracted through Apple One Staffing) April 2015 - August 2015
Randstad Staffing at State Farm Insurance March 2011 - August 2013
P.A.T.H. Crisis March 2011 - October 2012
Spherion Staffing at State Farm Insurance March 2011 - September 2011
Walgreens June 2006 - April 2011
Skills
Spreadsheets, Customer Service, Data Entry, Administrative..., Telephone Skills, Office Administration, Management, Crisis Intervention, Empathy, Counseling Psychology, Mental Health Counseling, Communication, Diversity, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, 10 Key, Customer Satisfaction, Filing, File Management, Inventory Management, Piano, Music Theory, Building Relationships, High Organizational..., Research, Public Speaking, Community Outreach
Education
Illinois Wesleyan University 2005 — 2010
Bachelor of Arts (B.A.), Music (Piano)
University of Denver
Counseling Psychology
Charles Schwab August 2015 - Present
Wells Fargo (contracted through Apple One Staffing) April 2015 - August 2015
Randstad Staffing at State Farm Insurance March 2011 - August 2013
P.A.T.H. Crisis March 2011 - October 2012
Spherion Staffing at State Farm Insurance March 2011 - September 2011
Walgreens June 2006 - April 2011
Skills
Spreadsheets, Customer Service, Data Entry, Administrative..., Telephone Skills, Office Administration, Management, Crisis Intervention, Empathy, Counseling Psychology, Mental Health Counseling, Communication, Diversity, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, 10 Key, Customer Satisfaction, Filing, File Management, Inventory Management, Piano, Music Theory, Building Relationships, High Organizational..., Research, Public Speaking, Community Outreach
Education
Illinois Wesleyan University 2005 — 2010
Bachelor of Arts (B.A.), Music (Piano)
University of Denver
Counseling Psychology
Rob Klinger's Charles Schwab Experience January 2011 - July 2012
Job Senior Associate at Graham Allen Partners
Industry Venture Capital & Private Equity
Experience
Graham Allen Partners November 2012 - Present
Charles Schwab January 2011 - July 2012
Skills
Bloomberg, Equities, Financial Modeling, Financial Statement..., Technical Analysis, Thomson One, Excel, Options Strategies, Trading Strategies
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Illinois State University
Bachelor of Science, Finance
Graham Allen Partners November 2012 - Present
Charles Schwab January 2011 - July 2012
Skills
Bloomberg, Equities, Financial Modeling, Financial Statement..., Technical Analysis, Thomson One, Excel, Options Strategies, Trading Strategies
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Illinois State University
Bachelor of Science, Finance
Luciano Del Bufalo's Charles Schwab Experience March 2003 - April 2013
Job Communications Strategist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Charles Schwab March 2003 - April 2013
Victory Capital Management 2000 - 2003
Domus C.A. 1996 - 2000
Andean Development Corporation 1991 - 1994
Skills
Spanish and Italian,..., Relationship management, Financial..., Derivatives, Retirement Plans, Marketing Communications, Mutual Funds, Asset Allocation, FINRA, Project Finance, FINRA licenses 7
Education
Illinois Institute of Technology 1996 — 1998
MBA, Finance
International Center of Photography
International Center of Photography
International Center of Photography
International Center of Photography
University of Missouri-Columbia
Bachelor of Science (BSc), Biochemistry
J.P. Morgan May 2013 - Present
Charles Schwab March 2003 - April 2013
Victory Capital Management 2000 - 2003
Domus C.A. 1996 - 2000
Andean Development Corporation 1991 - 1994
Skills
Spanish and Italian,..., Relationship management, Financial..., Derivatives, Retirement Plans, Marketing Communications, Mutual Funds, Asset Allocation, FINRA, Project Finance, FINRA licenses 7
Education
Illinois Institute of Technology 1996 — 1998
MBA, Finance
International Center of Photography
International Center of Photography
International Center of Photography
International Center of Photography
University of Missouri-Columbia
Bachelor of Science (BSc), Biochemistry
Nicolas Mastandrea's Charles Schwab Experience February 1999 - October 2000
Job Vice President at Murray & Company Real Estate Advisors Inc.
Industry Real Estate
Experience
Murray & Company Real Estate Advisors Inc. November 2000 - Present
Charles Schwab February 1999 - October 2000
Skills
Real Estate Financing, Real Estate Investment, Brokerage, Real Estate Transactions, Investment Properties, Real Estate, Real Estate Economics, Real Estate Development, Leases, Commercial Mortgages, Corporate Real Estate, Asset Management, Commercial Real Estate, Property Management, Location Intelligence, Disposition, Investments, Mortgage Lending
Education
HEC Montréal 1980 — 1981
CGA, Accounting
McGill University 1971 — 1977
Bachelor of Commerce (B.Com.), Accounting and Computer Science
Murray & Company Real Estate Advisors Inc. November 2000 - Present
Charles Schwab February 1999 - October 2000
Skills
Real Estate Financing, Real Estate Investment, Brokerage, Real Estate Transactions, Investment Properties, Real Estate, Real Estate Economics, Real Estate Development, Leases, Commercial Mortgages, Corporate Real Estate, Asset Management, Commercial Real Estate, Property Management, Location Intelligence, Disposition, Investments, Mortgage Lending
Education
HEC Montréal 1980 — 1981
CGA, Accounting
McGill University 1971 — 1977
Bachelor of Commerce (B.Com.), Accounting and Computer Science
Beatrice Chierici's Charles Schwab Experience July 2005 - Present
Job Corporate Counsel at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2005 - Present
Gunderson Dettmer December 2002 - July 2005
Skills
Licensing, Intellectual Property
Education
Humboldt-Universität zu Berlin
UC Berkeley
BA, History
University of California, Berkeley - School of Law
J.D.
Charles Schwab July 2005 - Present
Gunderson Dettmer December 2002 - July 2005
Skills
Licensing, Intellectual Property
Education
Humboldt-Universität zu Berlin
UC Berkeley
BA, History
University of California, Berkeley - School of Law
J.D.
Pushkar Sinha's Charles Schwab Experience November 2000 - September 2001
Job Sr Member Application Staff at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless October 2012 - Present
Verizon Wireless October 2011 - October 2012
Verizon Wireless August 2006 - October 2011
Verizon Wireless August 2004 - August 2006
State of Iowa March 2004 - August 2004
Principal Financial Group February 2003 - February 2004
State of North Dakota October 2001 - January 2003
Charles Schwab November 2000 - September 2001
Manugistics November 1999 - October 2000
GE April 1998 - September 1999
Skills
Oracle, PL/SQL, Unix Shell Scripting, Database Design, Unix, Data Analysis, Data Warehousing, SQL, Oracle SQL, Performance Tuning, SQL*Plus, SQL Tuning, Databases, Relational Databases, Database Analysis, PHP, Amazon Web Services, Web Development, Website Development, Database Administration, Exadata, Oracle RAC, Oracle Enterprise..., System Architecture, Wireless, Solution Architecture, WebSphere MQ, Netscaler, GSS
Education
IIT Bombay 1993 — 1997
B. Tech., Metallurgy and Material Sciences
St. Xavier School - Bokaro Steel City 1980 — 1993
Verizon Wireless October 2012 - Present
Verizon Wireless October 2011 - October 2012
Verizon Wireless August 2006 - October 2011
Verizon Wireless August 2004 - August 2006
State of Iowa March 2004 - August 2004
Principal Financial Group February 2003 - February 2004
State of North Dakota October 2001 - January 2003
Charles Schwab November 2000 - September 2001
Manugistics November 1999 - October 2000
GE April 1998 - September 1999
Skills
Oracle, PL/SQL, Unix Shell Scripting, Database Design, Unix, Data Analysis, Data Warehousing, SQL, Oracle SQL, Performance Tuning, SQL*Plus, SQL Tuning, Databases, Relational Databases, Database Analysis, PHP, Amazon Web Services, Web Development, Website Development, Database Administration, Exadata, Oracle RAC, Oracle Enterprise..., System Architecture, Wireless, Solution Architecture, WebSphere MQ, Netscaler, GSS
Education
IIT Bombay 1993 — 1997
B. Tech., Metallurgy and Material Sciences
St. Xavier School - Bokaro Steel City 1980 — 1993
Alex Prentice, CFP's Charles Schwab Experience July 1985 - December 1991
Job Sr. Advisor Relations Consultant at Loring Ward
Industry Financial Services
Experience
Loring Ward September 2006 - Present
Schwab Institutional January 1992 - January 2002
Charles Schwab July 1985 - December 1991
Skills
New Business Development, Financial Advisory, Financial Planning
Education
University of California, Santa Cruz 2009 — 2011
Certificate, Personal Financial Planning
Humboldt State University
BA Biology, Natural Resources
University of Hawaii at Manoa
Natural Resources
Loring Ward September 2006 - Present
Schwab Institutional January 1992 - January 2002
Charles Schwab July 1985 - December 1991
Skills
New Business Development, Financial Advisory, Financial Planning
Education
University of California, Santa Cruz 2009 — 2011
Certificate, Personal Financial Planning
Humboldt State University
BA Biology, Natural Resources
University of Hawaii at Manoa
Natural Resources
Tom McAninch's Charles Schwab Experience January 1999 - April 2005
Job Sr. Computer & Network Operations Specialist at Pacific Gas and Electric Company
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company January 2013 - Present
Mazzetti Nash Lipsey Burch August 2011 - January 2013
California HealthCare Foundation April 2006 - August 2011
Charles Schwab January 1999 - April 2005
Analysts International Corporation (AIC) 1998 - 1999
Skills
Microsoft Exchange, Windows Server, Servers, DNS, Active Directory, XP, System Administration, Windows 7, Troubleshooting, SharePoint, Management, Windows, DHCP, Group Policy, Help Desk Support, Technical Support, SCCM, Software Installation, Laptops, Wireless Networking, Microsoft Certified..., Security, Symantec Endpoint..., Windows XP, Citrix Metaframe
Education
Heald College 1994 — 1995
AAS, Electronic Technology
Pacific Gas and Electric Company January 2013 - Present
Mazzetti Nash Lipsey Burch August 2011 - January 2013
California HealthCare Foundation April 2006 - August 2011
Charles Schwab January 1999 - April 2005
Analysts International Corporation (AIC) 1998 - 1999
Skills
Microsoft Exchange, Windows Server, Servers, DNS, Active Directory, XP, System Administration, Windows 7, Troubleshooting, SharePoint, Management, Windows, DHCP, Group Policy, Help Desk Support, Technical Support, SCCM, Software Installation, Laptops, Wireless Networking, Microsoft Certified..., Security, Symantec Endpoint..., Windows XP, Citrix Metaframe
Education
Heald College 1994 — 1995
AAS, Electronic Technology
Momina Foss's Charles Schwab Experience 1995 - 2001
Job ABM at Patelco Credit Union
Industry Banking
Experience
Patelco Credit Union June 2014 - Present
U.S. Bank September 2011 - May 2014
The Golden 1 Credit Union January 2009 - May 2011
Sacramento Credit Union February 2006 - March 2007
World Savings May 2003 - February 2006
Charles Schwab 1995 - 2001
Skills
Banking, Coaching, Sales, Cross Selling, Retail Banking, Customer Service, Consumer Lending, Branch Banking, Credit, Mortgage Lending, Loans, Management, Leadership, Loan Origination, Credit Analysis, Relationship Management, Mortgage Banking
Education
Heald College
associates, Computer Technology/Computer Systems Technology
Patelco Credit Union June 2014 - Present
U.S. Bank September 2011 - May 2014
The Golden 1 Credit Union January 2009 - May 2011
Sacramento Credit Union February 2006 - March 2007
World Savings May 2003 - February 2006
Charles Schwab 1995 - 2001
Skills
Banking, Coaching, Sales, Cross Selling, Retail Banking, Customer Service, Consumer Lending, Branch Banking, Credit, Mortgage Lending, Loans, Management, Leadership, Loan Origination, Credit Analysis, Relationship Management, Mortgage Banking
Education
Heald College
associates, Computer Technology/Computer Systems Technology
Cecilia Madison's Charles Schwab Experience April 2010 - Present
Job Managing Director at Charles Schwab
Industry Computer Software
Experience
Charles Schwab April 2010 - Present
Charles Schwab August 2007 - March 2010
Motorola Solutions January 2007 - August 2007
Motorola Solutions August 2005 - January 2007
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, Integration, SDLC, Software Project..., Solution Architecture, IT Strategy, Program Management
Education
Illinois Institute of Technology 1995 — 1999
Master's degree, Computer Science
Illinois Institute of Technology 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Charles Schwab April 2010 - Present
Charles Schwab August 2007 - March 2010
Motorola Solutions January 2007 - August 2007
Motorola Solutions August 2005 - January 2007
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, Integration, SDLC, Software Project..., Solution Architecture, IT Strategy, Program Management
Education
Illinois Institute of Technology 1995 — 1999
Master's degree, Computer Science
Illinois Institute of Technology 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Sara Viscum, CBCP MBCI's Charles Schwab Experience April 2006 - September 2012
Job Managing Director, Business Continuity & Third Party IT Oversight
Industry Financial Services
Experience
Charles Schwab Bank October 2012 - Present
Charles Schwab April 2006 - September 2012
Aon Corporation January 2004 - April 2006
Skills
People person with..., Experienced in BIA and..., Comfortable training..., Business Continuity, Financial Services, Disaster Recovery, Governance, Program Management, Business Continuity...
Education
Illinois State University 1989 — 1993
Bachelor's of Science, History
Charles Schwab Bank October 2012 - Present
Charles Schwab April 2006 - September 2012
Aon Corporation January 2004 - April 2006
Skills
People person with..., Experienced in BIA and..., Comfortable training..., Business Continuity, Financial Services, Disaster Recovery, Governance, Program Management, Business Continuity...
Education
Illinois State University 1989 — 1993
Bachelor's of Science, History
Tamara Steckel's Charles Schwab Experience 1987 - August 1989
Job Financial Advisor Trainee at Edward Jones
Industry Education Management
Experience
Edward Jones October 2013 - Present
Community Unit School District #100 July 1999 - October 2013
Boeing August 1989 - June 1994
Charles Schwab 1987 - August 1989
Skills
Financial Analysis, Public Budgeting, Human Resources, Cash Flow Forecasting, Teamwork, Investments, Public Speaking, Insurance, MS Office
Education
Southern Illinois University, Edwardsville 1995 — 1999
Master Of Science in Education, Chief School Business Official
Illinois State University 1981 — 1985
Bachelor of Science (BS), Finance
Edward Jones October 2013 - Present
Community Unit School District #100 July 1999 - October 2013
Boeing August 1989 - June 1994
Charles Schwab 1987 - August 1989
Skills
Financial Analysis, Public Budgeting, Human Resources, Cash Flow Forecasting, Teamwork, Investments, Public Speaking, Insurance, MS Office
Education
Southern Illinois University, Edwardsville 1995 — 1999
Master Of Science in Education, Chief School Business Official
Illinois State University 1981 — 1985
Bachelor of Science (BS), Finance
Shantel Berry's Charles Schwab Experience September 2005 - June 2010
Job Ready for another challenge
Industry Accounting
Experience
Westminster Hampton Inn March 2013 - Present
Intellisource Staffing/Urban Lending Services March 2012 - December 2012
Charles Schwab September 2005 - June 2010
Convergys January 2004 - September 2005
Rehabilitative Massage Clinic June 2003 - January 2004
Vicorp Restaurants Inc March 2003 - September 2003
BFI Waste Systems November 2002 - January 2003
Chase Manhattan Mortgage Corp October 1996 - August 2001
Docutek Inc February 1993 - October 1996
Skills
Microsoft Excel, Software Documentation, Customer Service, Accounts Payable, Outlook, Microsoft Word, Mortgage Lending, Therapeutic Massage, Team Leadership, Call Centers
Education
Heritage College-Denver 2001 — 2003
Associate's degree, Massage Therapy/Therapeutic Massage
Iver C Ranum High School 1985 — 1991
Westminster Hampton Inn March 2013 - Present
Intellisource Staffing/Urban Lending Services March 2012 - December 2012
Charles Schwab September 2005 - June 2010
Convergys January 2004 - September 2005
Rehabilitative Massage Clinic June 2003 - January 2004
Vicorp Restaurants Inc March 2003 - September 2003
BFI Waste Systems November 2002 - January 2003
Chase Manhattan Mortgage Corp October 1996 - August 2001
Docutek Inc February 1993 - October 1996
Skills
Microsoft Excel, Software Documentation, Customer Service, Accounts Payable, Outlook, Microsoft Word, Mortgage Lending, Therapeutic Massage, Team Leadership, Call Centers
Education
Heritage College-Denver 2001 — 2003
Associate's degree, Massage Therapy/Therapeutic Massage
Iver C Ranum High School 1985 — 1991
Anthony Culotta's Charles Schwab Experience August 1997 - March 2013
Job Registered Client Relationship Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2013 - Present
Charles Schwab August 1997 - March 2013
Skills
Retirement Planning, Wealth Management, Series 63, Series 7, Mutual Funds
Education
Illinois State University 1992 — 1994
Bachelor of Science (B.S.), Economics
Monmouth College 1988 — 1990
Robert W. Baird & Co. April 2013 - Present
Charles Schwab August 1997 - March 2013
Skills
Retirement Planning, Wealth Management, Series 63, Series 7, Mutual Funds
Education
Illinois State University 1992 — 1994
Bachelor of Science (B.S.), Economics
Monmouth College 1988 — 1990
Douglas Lee McFarland's Charles Schwab Experience November 2000 - July 2001
Job
Industry Education Management
Experience
Home Based / Doug.mcfarland@comcast.net April 2014 - Present
Charles Schwab November 2000 - July 2001
Gillespie Community Schools July 1997 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Northern Illinois University 1984 — 1990
Master of Arts (M.A.), Secondary School Administration/Principalship
Illinois State University 1964 — 1968
Bachelor's degree, Elementary Education and Teaching
Home Based / Doug.mcfarland@comcast.net April 2014 - Present
Charles Schwab November 2000 - July 2001
Gillespie Community Schools July 1997 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Northern Illinois University 1984 — 1990
Master of Arts (M.A.), Secondary School Administration/Principalship
Illinois State University 1964 — 1968
Bachelor's degree, Elementary Education and Teaching
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank