Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Julee Gabay Julee Gabay's Charles Schwab Experience September 2010 - June 2013
Job Aetna Project Management Coordinator
Industry Information Technology and Services
Experience
Aetna November 2014 - Present
CVS Caremark Corporation July 2014 - November 2014
Charles Schwab September 2010 - June 2013
WinBuyer.com August 2009 - August 2010
BearingPoint Pty Ltd August 2004 - August 2009
Intertek January 2004 - August 2004
Direct Alliance Corporation July 2002 - April 2003
Avnet June 1996 - February 2001
Skills
Excel, Word, Planning, Outlook, BMC Remedy, PowerPoint skills, Scheduling, Project Planning, Microsoft Excel, PowerPoint, Management, Microsoft Word, Process Scheduler, MS Project, Integration, Leadership, SAP, Microsoft Project, PMO, Salesforce.com
Education
Arizona State University 1993 — 1995
Organizational Communication, Minor in Business
University of Phoenix 2000 — 2001
Certificate Program, Project Management
Aetna November 2014 - Present
CVS Caremark Corporation July 2014 - November 2014
Charles Schwab September 2010 - June 2013
WinBuyer.com August 2009 - August 2010
BearingPoint Pty Ltd August 2004 - August 2009
Intertek January 2004 - August 2004
Direct Alliance Corporation July 2002 - April 2003
Avnet June 1996 - February 2001
Skills
Excel, Word, Planning, Outlook, BMC Remedy, PowerPoint skills, Scheduling, Project Planning, Microsoft Excel, PowerPoint, Management, Microsoft Word, Process Scheduler, MS Project, Integration, Leadership, SAP, Microsoft Project, PMO, Salesforce.com
Education
Arizona State University 1993 — 1995
Organizational Communication, Minor in Business
University of Phoenix 2000 — 2001
Certificate Program, Project Management
Bobbi Smith Bobbi Smith's Charles Schwab Experience December 2011 - March 2014
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2014 - Present
Charles Schwab December 2011 - March 2014
Charles Schwab October 2007 - December 2011
Charles Schwab March 2006 - October 2007
Skills
Communication Skills, Financial Services, Public Speaking, Asset Allocation, Securities, Relationship Management, Financial Advisory, Retirement Planning
Education
Arizona State University
Bachelor of Arts (BA), Communication, General
VALIC April 2014 - Present
Charles Schwab December 2011 - March 2014
Charles Schwab October 2007 - December 2011
Charles Schwab March 2006 - October 2007
Skills
Communication Skills, Financial Services, Public Speaking, Asset Allocation, Securities, Relationship Management, Financial Advisory, Retirement Planning
Education
Arizona State University
Bachelor of Arts (BA), Communication, General
Hector Ortiz Hector Ortiz's Charles Schwab Experience December 2004 - September 2011
Job Associate Corporate Recruiter at Capella University
Industry Education Management
Experience
Capella University December 2013 - Present
Xcel Energy February 2013 - December 2013
Capella University October 2012 - February 2013
Ameriprise Financial Services, Inc. January 2012 - July 2012
Charles Schwab December 2004 - September 2011
JPMorgan Chase March 2003 - October 2004
Skills
Onboarding, Talent Acquisition, HRIS, Human Resources, Employee Relations, Interviews, Recruiting, Sourcing, Leadership, Employee Benefits, PeopleSoft, Screening, New Hire Orientations, Payroll, Personnel Management, HR Policies, Hiring, Career Development, Workforce Planning, College Recruiting, Deferred Compensation, Performance Management, Talent Management, Taleo, Coaching, FMLA, Payroll Services, Quality Assurance, Temporary Placement, Succession Planning, Benefits Administration, Job Fairs, Internet Recruiting, Organizational..., Management, Brokerage, Investment Banking, Policy, Conflict Resolution, Background Checks, Employee Engagement, Job Descriptions, Technical Recruiting, Resume Writing, Employer Branding, Employee Training, Labor Relations, Organizational..., Benefits Negotiation, Social Media
Education
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Arizona State University 2001 — 2004
Bachelor of Science (B.S.), Marketing
University of Nebraska-Lincoln 1998 — 2001
non-degree, General Studies
Capella University December 2013 - Present
Xcel Energy February 2013 - December 2013
Capella University October 2012 - February 2013
Ameriprise Financial Services, Inc. January 2012 - July 2012
Charles Schwab December 2004 - September 2011
JPMorgan Chase March 2003 - October 2004
Skills
Onboarding, Talent Acquisition, HRIS, Human Resources, Employee Relations, Interviews, Recruiting, Sourcing, Leadership, Employee Benefits, PeopleSoft, Screening, New Hire Orientations, Payroll, Personnel Management, HR Policies, Hiring, Career Development, Workforce Planning, College Recruiting, Deferred Compensation, Performance Management, Talent Management, Taleo, Coaching, FMLA, Payroll Services, Quality Assurance, Temporary Placement, Succession Planning, Benefits Administration, Job Fairs, Internet Recruiting, Organizational..., Management, Brokerage, Investment Banking, Policy, Conflict Resolution, Background Checks, Employee Engagement, Job Descriptions, Technical Recruiting, Resume Writing, Employer Branding, Employee Training, Labor Relations, Organizational..., Benefits Negotiation, Social Media
Education
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Arizona State University 2001 — 2004
Bachelor of Science (B.S.), Marketing
University of Nebraska-Lincoln 1998 — 2001
non-degree, General Studies
Alfonzo Chavez Alfonzo Chavez's Charles Schwab Experience December 1999 - January 2007
Job Project Manager at Media Out Loud, LLC
Industry Consumer Services
Experience
Media Out Loud, LLC January 2014 - Present
Leidan Mitchell Salon and Spa December 2013 - Present
JC Penney Styling Salon September 2013 - December 2013
Aura Salon & Day Spa December 2012 - September 2013
Par Exsalonce Cityscape Salon and Spa June 2012 - December 2012
Compete Radio March 2010 - October 2011
Media Out Loud, LLC October 2006 - October 2011
Compete Sports Media August 2006 - October 2011
Charles Schwab December 1999 - January 2007
Charles Schwab & Co., Inc December 1999 - January 2006
Skills
Cosmetology, Print Media, Financial Operations, Office Management, Social Media, Social Networking, Public Speaking, Non-profits, Public Relations, Customer Service, Editing, Fundraising, Blogging, Strategic Planning, Social Media Marketing, Team Building, Budgets, Advertising, Management, Marketing, Magazines, Online Marketing, Marketing Strategy, Publishing, Print, Training, Nonprofits, Facebook
Education
Penrose Academy 2012 — 2012
Cosmetology License, Cosmetology
P.A. Crane Theological Seminary 2009 — 2012
Bachelor of Biblical Studies, Thelogy
Arizona State University 1996 — 1999
BA, Music Education
Media Out Loud, LLC January 2014 - Present
Leidan Mitchell Salon and Spa December 2013 - Present
JC Penney Styling Salon September 2013 - December 2013
Aura Salon & Day Spa December 2012 - September 2013
Par Exsalonce Cityscape Salon and Spa June 2012 - December 2012
Compete Radio March 2010 - October 2011
Media Out Loud, LLC October 2006 - October 2011
Compete Sports Media August 2006 - October 2011
Charles Schwab December 1999 - January 2007
Charles Schwab & Co., Inc December 1999 - January 2006
Skills
Cosmetology, Print Media, Financial Operations, Office Management, Social Media, Social Networking, Public Speaking, Non-profits, Public Relations, Customer Service, Editing, Fundraising, Blogging, Strategic Planning, Social Media Marketing, Team Building, Budgets, Advertising, Management, Marketing, Magazines, Online Marketing, Marketing Strategy, Publishing, Print, Training, Nonprofits, Facebook
Education
Penrose Academy 2012 — 2012
Cosmetology License, Cosmetology
P.A. Crane Theological Seminary 2009 — 2012
Bachelor of Biblical Studies, Thelogy
Arizona State University 1996 — 1999
BA, Music Education
Joseph Leivian Joseph Leivian's Charles Schwab Experience December 2010 - June 2012
Job Sales Associate at Vanguard Truck Centers
Industry Transportation/Trucking/Railroad
Experience
RWC - Boerner Truck Center July 2015 - Present
Vanguard Truck Centers September 2013 - Present
Charles Schwab December 2010 - June 2012
Wells Fargo October 2009 - November 2010
Ajo Als Restaurant July 2005 - April 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Problem Solving, Communication, Teamwork, Risk Management, Asset Managment, Asset Management, Investments, Sales, Leadership, Team Building
Education
Arizona State University 2006 — 2013
BIS, Business, Communications
Brophy College Preparatory 2000 — 2004
RWC - Boerner Truck Center July 2015 - Present
Vanguard Truck Centers September 2013 - Present
Charles Schwab December 2010 - June 2012
Wells Fargo October 2009 - November 2010
Ajo Als Restaurant July 2005 - April 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Problem Solving, Communication, Teamwork, Risk Management, Asset Managment, Asset Management, Investments, Sales, Leadership, Team Building
Education
Arizona State University 2006 — 2013
BIS, Business, Communications
Brophy College Preparatory 2000 — 2004
Ryan Hermens Ryan Hermens's Charles Schwab Experience June 2015 - Present
Job Threat Intelligence Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab June 2015 - Present
Intel Corporation May 2014 - June 2015
Levion September 2013 - April 2014
Microchip Technology June 2012 - September 2013
Cyon Research April 2013 - April 2013
Cyon Research April 2012 - April 2012
Skills
Microcontrollers, Programming, C, Microchip PIC, Software Engineering, Java, Python, C++, PIC Assembly, Ruby, Ruby on Rails, Computer Security, Linux System..., Embedded Systems, Debugging, Testing, Matlab, Embedded Software, Microsoft Office, Linux
Education
Arizona State University 2012 — 2016
Bachelor of Science (BS), Computer Science
Arizona State University 2012 — 2016
Bachelor of Engineering (BEng), Computer Systems Engineering
Arcadia High School 2008 — 2012
Scholars Diploma
Charles Schwab June 2015 - Present
Intel Corporation May 2014 - June 2015
Levion September 2013 - April 2014
Microchip Technology June 2012 - September 2013
Cyon Research April 2013 - April 2013
Cyon Research April 2012 - April 2012
Skills
Microcontrollers, Programming, C, Microchip PIC, Software Engineering, Java, Python, C++, PIC Assembly, Ruby, Ruby on Rails, Computer Security, Linux System..., Embedded Systems, Debugging, Testing, Matlab, Embedded Software, Microsoft Office, Linux
Education
Arizona State University 2012 — 2016
Bachelor of Science (BS), Computer Science
Arizona State University 2012 — 2016
Bachelor of Engineering (BEng), Computer Systems Engineering
Arcadia High School 2008 — 2012
Scholars Diploma
Adrienne Weinman Adrienne Weinman's Charles Schwab Experience January 2010 - January 2011
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
TD Ameritrade Institutional October 2011 - April 2013
TD Ameritrade Institutional January 2011 - October 2011
Charles Schwab January 2010 - January 2011
Skills
Foreign Currency, Foreign Exchange, Series 7, Microsoft Office, Futures Trading, Portfolio Management, Investments, Bloomberg Terminal, Commodity Markets, Financial Services, Commodity, Series 9/10, Uniform Combined State..., Trading, Foreign Currency..., SuRPAS, Citrix, Notary Public, Mutual Funds, Thompson One, FINRA, Linedata Mfact, EXTRA, Trade Execution System..., Client Central, PeopleSoft, Uniform Combined State..., Series 66, TD Ameritrade..., Thomson One, Oracle Imaging and..., SQL Server Reporting...
Education
Arizona State University 2002 — 2006
Bachelor of Arts, Psychology
Morgan Stanley Wealth Management April 2013 - Present
TD Ameritrade Institutional October 2011 - April 2013
TD Ameritrade Institutional January 2011 - October 2011
Charles Schwab January 2010 - January 2011
Skills
Foreign Currency, Foreign Exchange, Series 7, Microsoft Office, Futures Trading, Portfolio Management, Investments, Bloomberg Terminal, Commodity Markets, Financial Services, Commodity, Series 9/10, Uniform Combined State..., Trading, Foreign Currency..., SuRPAS, Citrix, Notary Public, Mutual Funds, Thompson One, FINRA, Linedata Mfact, EXTRA, Trade Execution System..., Client Central, PeopleSoft, Uniform Combined State..., Series 66, TD Ameritrade..., Thomson One, Oracle Imaging and..., SQL Server Reporting...
Education
Arizona State University 2002 — 2006
Bachelor of Arts, Psychology
Alyssa Cuchiara Alyssa Cuchiara's Charles Schwab Experience February 2010 - Present
Job Sr. Conversion Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Charles Schwab June 2008 - February 2010
Skills
Organization, Relationship..., Relationship Management, Client Training, Project Management, Solid Presentation..., Special Event..., Microsoft Office
Education
Arizona State University 2004 — 2008
Bachelor of Science (BS), Finance, General, Summa Cum Laude; GPA: 4.0; Dean’s List, 8 consecutive semesters
Charles Schwab February 2010 - Present
Charles Schwab June 2008 - February 2010
Skills
Organization, Relationship..., Relationship Management, Client Training, Project Management, Solid Presentation..., Special Event..., Microsoft Office
Education
Arizona State University 2004 — 2008
Bachelor of Science (BS), Finance, General, Summa Cum Laude; GPA: 4.0; Dean’s List, 8 consecutive semesters
Arron Dieter Arron Dieter's Charles Schwab Experience August 1997 - April 2003
Job Financial Advisor
Industry Investment Management
Experience
Umpqua Investments, Inc. December 2009 - Present
PrimeVest Financial Services May 2003 - December 2009
Charles Schwab August 1997 - April 2003
Skills
Personal Financial..., Retirement Planning, Investment Advisory..., Asset Allocation, Risk Management, Life Insurance, Long Term Care Insurance
Education
Arizona State University
BS
Umpqua Investments, Inc. December 2009 - Present
PrimeVest Financial Services May 2003 - December 2009
Charles Schwab August 1997 - April 2003
Skills
Personal Financial..., Retirement Planning, Investment Advisory..., Asset Allocation, Risk Management, Life Insurance, Long Term Care Insurance
Education
Arizona State University
BS
Caitlyn Stout Caitlyn Stout's Charles Schwab Experience March 2010 - January 2013
Job Business Owner at Stout Tent
Industry Leisure, Travel & Tourism
Experience
Stout Tent January 2014 - Present
Charles Schwab March 2010 - January 2013
Charles Schwab June 2008 - March 2010
Lincoln Heritage June 2007 - June 2008
Skills
Forecasting, Analytics, Trend Research, Trend Analysis, Shell Scripting, AIX, SaaS, High Availability, Virtualization, Enterprise Architecture, Unix, Solaris, SAN, Data Center, Tableau, Microsoft Excel, VMware, VMware ESX, VMware Infrastructure, LPAR, WebSphere Application..., Windows Server, Linux Server, Red Hat Linux, Storage, NAS, Disaster Recovery
Education
Arizona State University 2003 — 2007
Bachelor of Interdisciplinary Studies, Business and Economics
Stout Tent January 2014 - Present
Charles Schwab March 2010 - January 2013
Charles Schwab June 2008 - March 2010
Lincoln Heritage June 2007 - June 2008
Skills
Forecasting, Analytics, Trend Research, Trend Analysis, Shell Scripting, AIX, SaaS, High Availability, Virtualization, Enterprise Architecture, Unix, Solaris, SAN, Data Center, Tableau, Microsoft Excel, VMware, VMware ESX, VMware Infrastructure, LPAR, WebSphere Application..., Windows Server, Linux Server, Red Hat Linux, Storage, NAS, Disaster Recovery
Education
Arizona State University 2003 — 2007
Bachelor of Interdisciplinary Studies, Business and Economics
Brian Gradoville Brian Gradoville's Charles Schwab Experience June 2013 - Present
Job ASU Economics Financial Services
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
Enterprise Rent-A-Car May 2012 - May 2013
Circle K May 2011 - May 2012
Adair Solar November 2010 - March 2011
Skills
Sales, Customer Service, Communication, Analysis, Accounting, Accounts Receivable, Management, New Business Development, Public Speaking
Education
Arizona State University 2009 — 2013
Bachelor of Science, Economics
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Charles Schwab June 2013 - Present
Enterprise Rent-A-Car May 2012 - May 2013
Circle K May 2011 - May 2012
Adair Solar November 2010 - March 2011
Skills
Sales, Customer Service, Communication, Analysis, Accounting, Accounts Receivable, Management, New Business Development, Public Speaking
Education
Arizona State University 2009 — 2013
Bachelor of Science, Economics
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Andrew (Andy) Gorman Andrew (Andy) Gorman's Charles Schwab Experience December 1999 - May 2007
Job Senior Software Engineer at Northcentral University
Industry Information Technology and Services
Experience
Northcentral University September 2013 - Present
TB Consulting February 2012 - August 2013
KeyLimeTie July 2008 - September 2009
CourseAvenue, Inc. June 2007 - June 2008
Charles Schwab December 1999 - May 2007
SCB Technology February 1999 - December 1999
TecServ, Inc. April 1998 - January 1999
Coldwell Banker 1996 - 1998
Skills
Microsoft SQL Server, Software Development, SDLC, ASP.NET, SharePoint, C#, .NET, Web Development, SEO, Databases, VB.NET, SQL, Project Management, ASP, Disaster Recovery, Enterprise Architecture, Programming, Business Analysis, Agile Methodologies, CRM, Software Project..., Business Intelligence, SaaS, ASP.NET MVC, MVC Architecture, ORM, Entity Framework, Dapper, Microsoft Office, Visual Studio, Microsoft Team..., T-SQL, Networking, Web Applications, Visio, Web Services, XML, JavaScript, Web Services API
Education
Arizona State University 2013 — 2015
Technological Entrepreneurship and Management
Northern Illinois University 1992 — 1994
Glenbard North High School 1987 — 1990
Northcentral University September 2013 - Present
TB Consulting February 2012 - August 2013
KeyLimeTie July 2008 - September 2009
CourseAvenue, Inc. June 2007 - June 2008
Charles Schwab December 1999 - May 2007
SCB Technology February 1999 - December 1999
TecServ, Inc. April 1998 - January 1999
Coldwell Banker 1996 - 1998
Skills
Microsoft SQL Server, Software Development, SDLC, ASP.NET, SharePoint, C#, .NET, Web Development, SEO, Databases, VB.NET, SQL, Project Management, ASP, Disaster Recovery, Enterprise Architecture, Programming, Business Analysis, Agile Methodologies, CRM, Software Project..., Business Intelligence, SaaS, ASP.NET MVC, MVC Architecture, ORM, Entity Framework, Dapper, Microsoft Office, Visual Studio, Microsoft Team..., T-SQL, Networking, Web Applications, Visio, Web Services, XML, JavaScript, Web Services API
Education
Arizona State University 2013 — 2015
Technological Entrepreneurship and Management
Northern Illinois University 1992 — 1994
Glenbard North High School 1987 — 1990
Logan Marcum Logan Marcum's Charles Schwab Experience September 2010 - March 2011
Job Desktop Support Specialist
Industry Information Technology and Services
Experience
Northcentral University August 2014 - Present
Intel Corporation June 2011 - July 2014
Charles Schwab September 2010 - March 2011
Arizona State University September 2008 - August 2010
Orange Screen Productions January 2010 - May 2010
Cleveland Indians September 2008 - March 2009
Skills
Digital Video, Film, Technical Support, Video Production, Social Media, Projectors, Photo Editing, Audio Editing, Audio Mixing, Film Editing, Video Effects, iWeb, Garageband, LiveType, Motion, Soundtrack Pro, DVD Studio Pro, Lighting Design, Stage Lighting, Surround Sound, Blu-ray, CD Duplication, DVD Duplication, Video Services, Computer Hardware, Hardware Support, Hardware Installation, Hard Drives, Software Installation, Software, Enterprise Software, Social Networking, Instructor-led Training
Education
Arizona State University 2006 — 2010
BA, Interdisciplinary Arts and Performance
Northcentral University August 2014 - Present
Intel Corporation June 2011 - July 2014
Charles Schwab September 2010 - March 2011
Arizona State University September 2008 - August 2010
Orange Screen Productions January 2010 - May 2010
Cleveland Indians September 2008 - March 2009
Skills
Digital Video, Film, Technical Support, Video Production, Social Media, Projectors, Photo Editing, Audio Editing, Audio Mixing, Film Editing, Video Effects, iWeb, Garageband, LiveType, Motion, Soundtrack Pro, DVD Studio Pro, Lighting Design, Stage Lighting, Surround Sound, Blu-ray, CD Duplication, DVD Duplication, Video Services, Computer Hardware, Hardware Support, Hardware Installation, Hard Drives, Software Installation, Software, Enterprise Software, Social Networking, Instructor-led Training
Education
Arizona State University 2006 — 2010
BA, Interdisciplinary Arts and Performance
Alex Booker's Charles Schwab Experience March 2014 - Present
Job Supervision and Controls Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Merrill Lynch September 2013 - December 2013
Goldman Sachs May 2013 - August 2013
Verizon Wireless May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Charles Schwab March 2014 - Present
Merrill Lynch September 2013 - December 2013
Goldman Sachs May 2013 - August 2013
Verizon Wireless May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Greg Ausley Greg Ausley's Charles Schwab Experience March 2014 - Present
Job Director of Data Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Adeptyx Consulting February 2013 - March 2014
BlackRock 2008 - 2012
BlackRock 2007 - 2008
BlackRock 2006 - 2007
Barclays Global Investors 2005 - 2006
Visa May 2002 - 2005
Charles Schwab 1998 - 2000
BlackRock January 1996 - April 1997
BlackRock January 1993 - December 1995
Skills
Portfolio Management, Financial Services, Software Development, Project Management, SDLC, Program Management, Vendor Management, Software Project..., Business Analysis, Change Management, Talent Developer, Business Process..., Corporate Training, RUP Methodologies, Agile Project Management
Education
Arizona State University
Bachelor of Science (B.S.), Business Administration, Finance
Charles Schwab March 2014 - Present
Adeptyx Consulting February 2013 - March 2014
BlackRock 2008 - 2012
BlackRock 2007 - 2008
BlackRock 2006 - 2007
Barclays Global Investors 2005 - 2006
Visa May 2002 - 2005
Charles Schwab 1998 - 2000
BlackRock January 1996 - April 1997
BlackRock January 1993 - December 1995
Skills
Portfolio Management, Financial Services, Software Development, Project Management, SDLC, Program Management, Vendor Management, Software Project..., Business Analysis, Change Management, Talent Developer, Business Process..., Corporate Training, RUP Methodologies, Agile Project Management
Education
Arizona State University
Bachelor of Science (B.S.), Business Administration, Finance
Kasia Kondracka's Charles Schwab Experience September 2014 - Present
Job Operations Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Phillips Law Group January 2014 - August 2014
The Victoria Company September 2013 - December 2013
AIESEC February 2012 - May 2013
Arizona State University January 2009 - May 2013
Skills
Public Speaking, Research, Microsoft Office, Teamwork, Time Management, Recruiting, Data Analysis, Microsoft Word, Leadership, Event Planning, Fundraising, Nonprofits, Teaching
Education
Arizona State University 2009 — 2013
Bachelors, Global Studies, GPA: 3.86
Charles Schwab September 2014 - Present
Phillips Law Group January 2014 - August 2014
The Victoria Company September 2013 - December 2013
AIESEC February 2012 - May 2013
Arizona State University January 2009 - May 2013
Skills
Public Speaking, Research, Microsoft Office, Teamwork, Time Management, Recruiting, Data Analysis, Microsoft Word, Leadership, Event Planning, Fundraising, Nonprofits, Teaching
Education
Arizona State University 2009 — 2013
Bachelors, Global Studies, GPA: 3.86
Austin Grizzell Austin Grizzell's Charles Schwab Experience June 2012 - August 2012
Job Customer Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Charles Schwab June 2012 - August 2012
JPMorgan Chase August 2010 - February 2012
ACGE, Inc. May 2011 - July 2011
Albertsons February 2008 - April 2010
Skills
Verbal and Written..., Client Relationship..., Problem Solving, Team-oriented, Time Management, Customer Satisfaction, Leadership, Sales, Team Leadership, Data Entry, Teamwork, Customer Experience, Auditing, Customer Retention, Process Improvement, Business Analysis, Strategic Planning, Team Management, Project Management, Accounting, Data Analysis
Education
Arizona State University 2011 — 2013
Bachelor of Science (B.S.), Finance and Economics
The University of Manchester 2012 — 2012
Management, International Business
Vanguard June 2013 - Present
Charles Schwab June 2012 - August 2012
JPMorgan Chase August 2010 - February 2012
ACGE, Inc. May 2011 - July 2011
Albertsons February 2008 - April 2010
Skills
Verbal and Written..., Client Relationship..., Problem Solving, Team-oriented, Time Management, Customer Satisfaction, Leadership, Sales, Team Leadership, Data Entry, Teamwork, Customer Experience, Auditing, Customer Retention, Process Improvement, Business Analysis, Strategic Planning, Team Management, Project Management, Accounting, Data Analysis
Education
Arizona State University 2011 — 2013
Bachelor of Science (B.S.), Finance and Economics
The University of Manchester 2012 — 2012
Management, International Business
Jill Schiefelbein Jill Schiefelbein's Charles Schwab Experience January 2005 - May 2006
Job The Dynamic Communicator: Business Communication Expert and Professional Speaker
Industry Professional Training & Coaching
Experience
Entrepreneur Media July 2015 - Present
The Dynamic Communicator November 2014 - Present
Impromptu Guru June 2011 - Present
Arizona State University August 2004 - May 2015
Communication Nation April 2013 - October 2013
Maricopa Community Colleges August 2010 - July 2012
Arizona State University June 2009 - June 2011
Arizona State University January 2008 - June 2009
Charles Schwab January 2005 - May 2006
American Association of Motorcycle Injury Lawyers February 2005 - September 2005
Skills
Communication Training, Public Speaking, Teaching, E-Learning, Strategic Communications, Social Media, Social Networking, Editing, Research, Public Relations, Social Media Marketing, Fundraising, Web Design, Staff Development, Student Affairs, Higher Education, Coaching, Event Planning, Leadership, Training, Entrepreneurship, Management, Strategy, Marketing, Strategic Planning
Education
Arizona State University 2006 — 2008
Post-Baccalaureate Certificate, Multimedia Writing and Technical Communication
Arizona State University 2004 — 2006
M.A., Communication
Arizona State University 2000 — 2004
B.A., Communication, International Business
Entrepreneur Media July 2015 - Present
The Dynamic Communicator November 2014 - Present
Impromptu Guru June 2011 - Present
Arizona State University August 2004 - May 2015
Communication Nation April 2013 - October 2013
Maricopa Community Colleges August 2010 - July 2012
Arizona State University June 2009 - June 2011
Arizona State University January 2008 - June 2009
Charles Schwab January 2005 - May 2006
American Association of Motorcycle Injury Lawyers February 2005 - September 2005
Skills
Communication Training, Public Speaking, Teaching, E-Learning, Strategic Communications, Social Media, Social Networking, Editing, Research, Public Relations, Social Media Marketing, Fundraising, Web Design, Staff Development, Student Affairs, Higher Education, Coaching, Event Planning, Leadership, Training, Entrepreneurship, Management, Strategy, Marketing, Strategic Planning
Education
Arizona State University 2006 — 2008
Post-Baccalaureate Certificate, Multimedia Writing and Technical Communication
Arizona State University 2004 — 2006
M.A., Communication
Arizona State University 2000 — 2004
B.A., Communication, International Business
Aaron Somers's Charles Schwab Experience 2003 - 2006
Job Vice President, Advertising Compliance at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
Allen Hunter's Charles Schwab Experience February 2014 - Present
Job Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Independent Broker November 2006 - February 2014
Skills
Series 6, Strategic Financial..., Recruiting, Customer Service, Insurance, Public Speaking, Life Insurance, Financial Services, 529 Plans, Series 63, Financial Education, Variable Annuities, Coaching, Management, FINRA, Mutual Funds, Banking, Retirement, Training, 401k, Fixed Annuities, Term Life Insurance, Sales, Retirement Planning, Strategic Planning, Leadership, Financial Advisory, Call Center, Investments, Small Business, Marketing, Investment Strategies, Mortgage Lending, Social Networking, Team Building, Leadership Development, Financial Risk, Interviews, Finance, Conflict Resolution, Human Resources, Staff Development, Organizational..., Employee Training, Policy, College Savings Plans, Customer Relations, FINRA Series 6, Series 26, Series 65
Education
Arizona State University 2007 — 2010
Bachelor of Arts, Interdisciplinary Studies
High School Diploma Brophy College Preparatory High School 2003 — 2006
Charles Schwab February 2014 - Present
Independent Broker November 2006 - February 2014
Skills
Series 6, Strategic Financial..., Recruiting, Customer Service, Insurance, Public Speaking, Life Insurance, Financial Services, 529 Plans, Series 63, Financial Education, Variable Annuities, Coaching, Management, FINRA, Mutual Funds, Banking, Retirement, Training, 401k, Fixed Annuities, Term Life Insurance, Sales, Retirement Planning, Strategic Planning, Leadership, Financial Advisory, Call Center, Investments, Small Business, Marketing, Investment Strategies, Mortgage Lending, Social Networking, Team Building, Leadership Development, Financial Risk, Interviews, Finance, Conflict Resolution, Human Resources, Staff Development, Organizational..., Employee Training, Policy, College Savings Plans, Customer Relations, FINRA Series 6, Series 26, Series 65
Education
Arizona State University 2007 — 2010
Bachelor of Arts, Interdisciplinary Studies
High School Diploma Brophy College Preparatory High School 2003 — 2006
Angela (Heck) Ward Angela (Heck) Ward's Charles Schwab Experience February 2010 - December 2010
Job 7th & 8th grade Social Studies Teacher at Madison #1 middle school
Industry Education Management
Experience
Madison #1 middle school August 2011 - Present
Charles Schwab February 2010 - December 2010
John Hancock Financial Services September 2008 - August 2009
Charles Schwab June 2007 - August 2008
Charles Schwab December 2006 - June 2007
spherion staffing May 2004 - November 2006
Education
Northern Arizona University 2010 — 2011
Master of Education (M.Ed.), Secondary Education and Teaching
Arizona State University 2004 — 2009
Bachelor's degree, Sociology
Madison #1 middle school August 2011 - Present
Charles Schwab February 2010 - December 2010
John Hancock Financial Services September 2008 - August 2009
Charles Schwab June 2007 - August 2008
Charles Schwab December 2006 - June 2007
spherion staffing May 2004 - November 2006
Education
Northern Arizona University 2010 — 2011
Master of Education (M.Ed.), Secondary Education and Teaching
Arizona State University 2004 — 2009
Bachelor's degree, Sociology
Thomas Kilby, MBA Thomas Kilby, MBA's Charles Schwab Experience 2004 - 2006
Job Sales Development at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services June 2015 - Present
VMware November 2014 - May 2015
CDW 2012 - October 2014
ZipRealty September 2008 - July 2009
Charles Schwab 2004 - 2006
Skills
Selling, Solution Selling, Sales Process, Resellers, Salesforce.com, Negotiation, Channel Partners, Direct Sales, Lead Generation, Cloud Computing, SaaS, Sales Operations, Account Management, Sales, Cold Calling
Education
Arizona State University 2001 — 2004
Master of Business Administration (M.B.A.)
Lake Forest College 1995 — 1998
Bachelor of Arts (B.A.), Economics/Spanish
USD school of Law
Amazon Web Services June 2015 - Present
VMware November 2014 - May 2015
CDW 2012 - October 2014
ZipRealty September 2008 - July 2009
Charles Schwab 2004 - 2006
Skills
Selling, Solution Selling, Sales Process, Resellers, Salesforce.com, Negotiation, Channel Partners, Direct Sales, Lead Generation, Cloud Computing, SaaS, Sales Operations, Account Management, Sales, Cold Calling
Education
Arizona State University 2001 — 2004
Master of Business Administration (M.B.A.)
Lake Forest College 1995 — 1998
Bachelor of Arts (B.A.), Economics/Spanish
USD school of Law
Thomas Rullestad's Charles Schwab Experience January 2015 - Present
Job Security Analyst at Charles Schwab
Industry Computer & Network Security
Experience
Charles Schwab January 2015 - Present
Charles Schwab June 2014 - August 2014
Education
Arizona State University 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems
Charles Schwab January 2015 - Present
Charles Schwab June 2014 - August 2014
Education
Arizona State University 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems
Patti Womack, PMP® Patti Womack, PMP®'s Charles Schwab Experience 2002 - 2002
Job Strategic Business Partner ► Expert in Change Management, Process Improvement, Program Design and Executive Support
Industry Management Consulting
Experience
Advocare April 2013 - Present
CDI Corporation June 2014 - September 2014
Cognizant Technology Solutions / American Express March 2011 - February 2013
PMI Phoenix Chapter May 2010 - July 2012
Packages From Home November 2006 - April 2010
Zerochaos / American Express October 2003 - January 2009
Charles Schwab 2002 - 2002
Aztech Professional Services / American Express 1997 - 2001
Skills
Project Portfolio..., Forecasting, Business Analysis, Talent Acquisition, Leadership Development, Financial Analysis, Staff Supervision, Positive Employee..., Portfolio Management, Sustainability, PMO, Total Quality..., Employee Recognition, Issue Resolution, Risk Management, Root Cause Analysis, Business Strategy, Business Process..., Talent Management, Contract Negotiation, Recruiting, Management Consulting, Coaching, Leadership, Strategic Financial..., Stakeholder Management, Program Management, Vendor Management, Business Planning, Change Management, Negotiation, Project Planning, Team Building, Performance Metrics, PMP, Operations Management, Training, Strategic Planning, Process Improvement, Project Management, Management, Analysis, Budgets, Strategy, Mergers & Acquisitions, Fixed Asset Management, Six Sigma, New Business Development, Managerial Finance, Finance
Education
Arizona State University
Bachelor of Science (BS), Social Work
Arizona State University Graduate School
Masters Coursework in Counselor Education, 3.29
Training to You 2010 — 2010
Project Management
Phoenix College 2002 — 2002
Associates, Quality Process Leadership, 3.5
Project Management Institute (PMI) 2013 — 2015
PMP Certification, Project Management
Advocare April 2013 - Present
CDI Corporation June 2014 - September 2014
Cognizant Technology Solutions / American Express March 2011 - February 2013
PMI Phoenix Chapter May 2010 - July 2012
Packages From Home November 2006 - April 2010
Zerochaos / American Express October 2003 - January 2009
Charles Schwab 2002 - 2002
Aztech Professional Services / American Express 1997 - 2001
Skills
Project Portfolio..., Forecasting, Business Analysis, Talent Acquisition, Leadership Development, Financial Analysis, Staff Supervision, Positive Employee..., Portfolio Management, Sustainability, PMO, Total Quality..., Employee Recognition, Issue Resolution, Risk Management, Root Cause Analysis, Business Strategy, Business Process..., Talent Management, Contract Negotiation, Recruiting, Management Consulting, Coaching, Leadership, Strategic Financial..., Stakeholder Management, Program Management, Vendor Management, Business Planning, Change Management, Negotiation, Project Planning, Team Building, Performance Metrics, PMP, Operations Management, Training, Strategic Planning, Process Improvement, Project Management, Management, Analysis, Budgets, Strategy, Mergers & Acquisitions, Fixed Asset Management, Six Sigma, New Business Development, Managerial Finance, Finance
Education
Arizona State University
Bachelor of Science (BS), Social Work
Arizona State University Graduate School
Masters Coursework in Counselor Education, 3.29
Training to You 2010 — 2010
Project Management
Phoenix College 2002 — 2002
Associates, Quality Process Leadership, 3.5
Project Management Institute (PMI) 2013 — 2015
PMP Certification, Project Management
Bradley Johnson, PMP, ITIL V3 Foundations Bradley Johnson, PMP, ITIL V3 Foundations's Charles Schwab Experience August 2006 - March 2008
Job Program Manager at American Express
Industry Information Technology and Services
Experience
American Express September 2010 - Present
CDI September 2008 - September 2010
Charles Schwab August 2006 - March 2008
Charles Schwab June 2000 - August 2006
Accenture July 1999 - June 2000
Accenture December 1998 - July 1999
Accenture September 1996 - December 1998
Electronic Data Systems January 1986 - September 1996
Skills
Program Management, Project Manage, Software Project..., PMO, IT Strategy, Cost Benefit, Benefit Cost Analysis, Project Planning, Project Management, Management, Leadership, Integration, Business Analysis, ITIL, SDLC, Agile Project Management, Strategy
Education
Arizona State University 1981 — 1985
BS, Computer Information Systems
American Express September 2010 - Present
CDI September 2008 - September 2010
Charles Schwab August 2006 - March 2008
Charles Schwab June 2000 - August 2006
Accenture July 1999 - June 2000
Accenture December 1998 - July 1999
Accenture September 1996 - December 1998
Electronic Data Systems January 1986 - September 1996
Skills
Program Management, Project Manage, Software Project..., PMO, IT Strategy, Cost Benefit, Benefit Cost Analysis, Project Planning, Project Management, Management, Leadership, Integration, Business Analysis, ITIL, SDLC, Agile Project Management, Strategy
Education
Arizona State University 1981 — 1985
BS, Computer Information Systems
DeShawn Stewart, MBA's Charles Schwab Experience May 2011 - January 2014
Job Project Management & Consultation
Industry Nonprofit Organization Management
Experience
CVS Health August 2014 - Present
Up with People January 2014 - June 2014
Charles Schwab May 2011 - January 2014
EXPRESS November 2008 - June 2011
Bank of America June 2009 - September 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Outlook, PowerPoint, Customer Satisfaction, Banking, Microsoft Word, Call Centers, Leadership, Management, Training, Customer Retention, Marketing
Education
University of Phoenix 2010 — 2013
Master of Business Administration (MBA), Project Management
Arizona State University 2005 — 2010
Bachelor of Arts (BA), Communication, General
CVS Health August 2014 - Present
Up with People January 2014 - June 2014
Charles Schwab May 2011 - January 2014
EXPRESS November 2008 - June 2011
Bank of America June 2009 - September 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Outlook, PowerPoint, Customer Satisfaction, Banking, Microsoft Word, Call Centers, Leadership, Management, Training, Customer Retention, Marketing
Education
University of Phoenix 2010 — 2013
Master of Business Administration (MBA), Project Management
Arizona State University 2005 — 2010
Bachelor of Arts (BA), Communication, General
Kaycee Cortez Kaycee Cortez's Charles Schwab Experience October 2006 - June 2008
Job Project Coordinator (Business Systems) at Irvine Company, Programmer (Feature Films) at Newport Beach Film Festival
Industry Real Estate
Experience
Irvine Company October 2015 - Present
Newport Beach Film Festival August 2012 - Present
Irvine Company February 2013 - October 2015
Irvine Company July 2012 - February 2013
Delphi Engineering Group September 2011 - June 2012
Hilborne Hawkin & Co. January 2011 - September 2011
LoanMarket.NET June 2010 - January 2011
Marcus & Millichap May 2009 - June 2010
Rosetta Stone August 2008 - May 2009
Charles Schwab October 2006 - June 2008
Education
Arizona State University 2012 — 2014
Bachelor of Science, Technical Communications
Irvine Valley College 2010 — 2013
Associate of Science, Accounting
Phoenix College 2008 — 2009
Arizona State University 2002 — 2004
Charles Schwab & Co., Inc.
Irvine Company October 2015 - Present
Newport Beach Film Festival August 2012 - Present
Irvine Company February 2013 - October 2015
Irvine Company July 2012 - February 2013
Delphi Engineering Group September 2011 - June 2012
Hilborne Hawkin & Co. January 2011 - September 2011
LoanMarket.NET June 2010 - January 2011
Marcus & Millichap May 2009 - June 2010
Rosetta Stone August 2008 - May 2009
Charles Schwab October 2006 - June 2008
Education
Arizona State University 2012 — 2014
Bachelor of Science, Technical Communications
Irvine Valley College 2010 — 2013
Associate of Science, Accounting
Phoenix College 2008 — 2009
Arizona State University 2002 — 2004
Charles Schwab & Co., Inc.
Alejandro Hilbink Alejandro Hilbink's Charles Schwab Experience October 2000 - Present
Job Telephony Developer/Engineer and Registered Representative for Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab October 2000 - Present
Conseco October 1999 - October 2000
Liberty Mutual Insurance September 1998 - October 1999
Bank of America September 1993 - September 1998
Skills
Brokerage, Investments, Series 7, Series 63, Investors, Asset Managment, Options, Brokers, Retirement, Genesys Framework, Genesys, Aspect ACD, AT&T Business Direct, Asset Management, VoIP, Call Centers, Financial Services, Telephony, Business Analysis, Customer Service, Integration, Telecommunications
Education
Arizona State University 1993 — 1997
B.S., Biology
Arizona Western College 1988 — 1992
Associate of Arts and Sciences (AAS), Automotive Engineering Technology/Technician
Charles Schwab October 2000 - Present
Conseco October 1999 - October 2000
Liberty Mutual Insurance September 1998 - October 1999
Bank of America September 1993 - September 1998
Skills
Brokerage, Investments, Series 7, Series 63, Investors, Asset Managment, Options, Brokers, Retirement, Genesys Framework, Genesys, Aspect ACD, AT&T Business Direct, Asset Management, VoIP, Call Centers, Financial Services, Telephony, Business Analysis, Customer Service, Integration, Telecommunications
Education
Arizona State University 1993 — 1997
B.S., Biology
Arizona Western College 1988 — 1992
Associate of Arts and Sciences (AAS), Automotive Engineering Technology/Technician
Nicholas M. Van Bergen, CIMA®'s Charles Schwab Experience December 2010 - June 2014
Job Investment Associate at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO June 2014 - Present
Charles Schwab December 2010 - June 2014
Charles Schwab November 2009 - December 2010
Charles Schwab September 2005 - November 2009
Charles Schwab, Business Services Company March 2004 - September 2005
Metro: People, Places, Phoenix January 2002 - January 2003
Skills
Series 7, Asset Allocation, Mutual Funds, Uniform Combined State..., Finance, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Hedge Funds, ETFs, Series 63, Series 65, Financial Services, Fixed Income, Securities, Investments, Zephyr Style Advisor, Certified Investment..., Informa PSN Enterprise, Consulting, Separately Managed..., Thompson One, Morningstar Direct, Retirement Planning, Retirement, Reuters, R, Python, Portfolio Management, Asset Management, Equities, Financial Analysis, Management, Financial Modeling, Financial Advisory, Analysis, Financial Planning, Bloomberg, Derivatives, Advent Axys, Due Diligence, Leadership
Education
St. Mary's College of California 2013 — 2014
Master's Degree, MS Financial Analysis and Investment Management, 3.6 GPA
University of Pennsylvania - The Wharton School 2012 — 2012
Professional Certificate, IMCA Certified Investment Management Analyst Program
Arizona State University 1998 — 2003
Bachelor of Arts (B.A.), Philosophy
CTC myCFO June 2014 - Present
Charles Schwab December 2010 - June 2014
Charles Schwab November 2009 - December 2010
Charles Schwab September 2005 - November 2009
Charles Schwab, Business Services Company March 2004 - September 2005
Metro: People, Places, Phoenix January 2002 - January 2003
Skills
Series 7, Asset Allocation, Mutual Funds, Uniform Combined State..., Finance, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Hedge Funds, ETFs, Series 63, Series 65, Financial Services, Fixed Income, Securities, Investments, Zephyr Style Advisor, Certified Investment..., Informa PSN Enterprise, Consulting, Separately Managed..., Thompson One, Morningstar Direct, Retirement Planning, Retirement, Reuters, R, Python, Portfolio Management, Asset Management, Equities, Financial Analysis, Management, Financial Modeling, Financial Advisory, Analysis, Financial Planning, Bloomberg, Derivatives, Advent Axys, Due Diligence, Leadership
Education
St. Mary's College of California 2013 — 2014
Master's Degree, MS Financial Analysis and Investment Management, 3.6 GPA
University of Pennsylvania - The Wharton School 2012 — 2012
Professional Certificate, IMCA Certified Investment Management Analyst Program
Arizona State University 1998 — 2003
Bachelor of Arts (B.A.), Philosophy
Andrew John, CFA Andrew John, CFA's Charles Schwab Experience July 2007 - July 2010
Job Manager of Risk Analytics at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. April 2015 - Present
Pace Global, A Siemens Business June 2012 - April 2015
University of Notre Dame Endowment December 2011 - May 2012
University of Notre Dame August 2010 - May 2012
RBS Global Banking & Markets June 2011 - August 2011
Charles Schwab July 2007 - July 2010
Skills
Derivatives, Financial Modeling, Trading, Options, Equities, Financial Markets, Investments, Investment Management, Valuation, Financial Analysis, Portfolio Management, Bloomberg, Asset Managment, Fixed Income, Equity Research, Matlab
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
Arizona State University 2003 — 2007
BS, Mathematics
Lakeside School 1999 — 2003
Steben & Company, Inc. April 2015 - Present
Pace Global, A Siemens Business June 2012 - April 2015
University of Notre Dame Endowment December 2011 - May 2012
University of Notre Dame August 2010 - May 2012
RBS Global Banking & Markets June 2011 - August 2011
Charles Schwab July 2007 - July 2010
Skills
Derivatives, Financial Modeling, Trading, Options, Equities, Financial Markets, Investments, Investment Management, Valuation, Financial Analysis, Portfolio Management, Bloomberg, Asset Managment, Fixed Income, Equity Research, Matlab
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
Arizona State University 2003 — 2007
BS, Mathematics
Lakeside School 1999 — 2003
Mark Roth Mark Roth's Charles Schwab Experience March 1993 - February 2001
Job CFO at Mountain Valley Regional Rehabilitation Hospital
Industry Hospital & Health Care
Experience
Mountain Valley Regional Rehabilitation Hospital May 2013 - Present
BrightStar Care of Phoenix August 2010 - May 2013
Loffa Interactive Group February 2008 - October 2010
Cameron Financial Group January 2003 - January 2008
Nicholas Applegate April 2001 - May 2002
Charles Schwab March 1993 - February 2001
Skills
Healthcare, Long-term Care, Business Development, New Business Development, Strategic Planning, Team Building, Sales Management, Marketing, Recruiting, Operations Management, Public Speaking, Account Management, Analysis, Leadership, Marketing Strategy, Sales, Hospitals, Management, CRM, Leadership Development, Strategy, Home Care, Negotiation, Process Improvement, Medicare, Management Consulting, Customer Service, Elder Care, Program Management, Sales Process, Project Management, Start-ups, B2B, Risk Management, Contract Negotiation, Business Planning, Small Business, Entrepreneurship, SaaS, Training, Coaching, Networking, Executive Management, Time Management, Budgets, Employee Benefits, Selling, Cross-functional Team..., Insurance
Education
University of Phoenix 1997 — 1999
MBA, Business
Arizona State University 1987 — 1991
B.S., Finance
Mountain Valley Regional Rehabilitation Hospital May 2013 - Present
BrightStar Care of Phoenix August 2010 - May 2013
Loffa Interactive Group February 2008 - October 2010
Cameron Financial Group January 2003 - January 2008
Nicholas Applegate April 2001 - May 2002
Charles Schwab March 1993 - February 2001
Skills
Healthcare, Long-term Care, Business Development, New Business Development, Strategic Planning, Team Building, Sales Management, Marketing, Recruiting, Operations Management, Public Speaking, Account Management, Analysis, Leadership, Marketing Strategy, Sales, Hospitals, Management, CRM, Leadership Development, Strategy, Home Care, Negotiation, Process Improvement, Medicare, Management Consulting, Customer Service, Elder Care, Program Management, Sales Process, Project Management, Start-ups, B2B, Risk Management, Contract Negotiation, Business Planning, Small Business, Entrepreneurship, SaaS, Training, Coaching, Networking, Executive Management, Time Management, Budgets, Employee Benefits, Selling, Cross-functional Team..., Insurance
Education
University of Phoenix 1997 — 1999
MBA, Business
Arizona State University 1987 — 1991
B.S., Finance
Lu Fugate's Charles Schwab Experience October 2008 - May 2009
Job Fiat Chrysler Automobiles
Industry Automotive
Experience
Chrysler March 2012 - Present
Chrysler Group LLC August 2010 - August 2011
Charles Schwab October 2008 - May 2009
Chrysler LLC June 2006 - November 2007
Banner Health February 1998 - November 2000
Lockheed Martin IMS 1995 - 1998
America West Airlines 1993 - 1995
The Dial Corporation 1985 - 1993
Skills
Automotive, Testing, High Speed Driving, Cross-functional Team..., Customer Satisfaction, Process Improvement, Databases, Requirements Analysis, User Documentation, Technical Support, Continuous Improvement, Linux
Education
Estrella Mountain Community College 2006 — 2009
AAS 05/10, Linux Networking Administration
Arizona State University 1983 — 1986
Business
Phoenix College
AA, Business & Computer Information Systems
Chrysler March 2012 - Present
Chrysler Group LLC August 2010 - August 2011
Charles Schwab October 2008 - May 2009
Chrysler LLC June 2006 - November 2007
Banner Health February 1998 - November 2000
Lockheed Martin IMS 1995 - 1998
America West Airlines 1993 - 1995
The Dial Corporation 1985 - 1993
Skills
Automotive, Testing, High Speed Driving, Cross-functional Team..., Customer Satisfaction, Process Improvement, Databases, Requirements Analysis, User Documentation, Technical Support, Continuous Improvement, Linux
Education
Estrella Mountain Community College 2006 — 2009
AAS 05/10, Linux Networking Administration
Arizona State University 1983 — 1986
Business
Phoenix College
AA, Business & Computer Information Systems
Jack Thomas Jack Thomas's Charles Schwab Experience January 1996 - January 1999
Job Registered Principal at Gryphon Private Wealth Management
Industry Financial Services
Experience
Gryphon Private Wealth Management April 2012 - Present
Independent Financial Group March 2010 - Present
Cordillera Wealth Alliance May 2009 - April 2012
Mueller Investments/AFA Financial Group December 2004 - November 2007
WR Hambrecht + Co 2000 - 2003
Charles Schwab January 1996 - January 1999
Skills
Retirement, Wealth, Personal Finance, Series 7, Wealth Management, Investments, Investment Advisory, Series 63, Financial Analysis, Securities, Financial Modeling, Asset Managment, Fixed Income, Trading, Strategic Financial..., Asset Management, Brokerage, Portfolio Management, Investment Strategies, Equities, Estate Planning, Mutual Funds, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Asset Allocation, Uniform Combined State..., Series 65, Finance, Risk Management, Financial Services, Investment Management, Insurance
Education
Arizona State University 1991 — 1995
B.S., Finance
Wood River High School, Hailey Idaho 1988 — 1991
Gryphon Private Wealth Management April 2012 - Present
Independent Financial Group March 2010 - Present
Cordillera Wealth Alliance May 2009 - April 2012
Mueller Investments/AFA Financial Group December 2004 - November 2007
WR Hambrecht + Co 2000 - 2003
Charles Schwab January 1996 - January 1999
Skills
Retirement, Wealth, Personal Finance, Series 7, Wealth Management, Investments, Investment Advisory, Series 63, Financial Analysis, Securities, Financial Modeling, Asset Managment, Fixed Income, Trading, Strategic Financial..., Asset Management, Brokerage, Portfolio Management, Investment Strategies, Equities, Estate Planning, Mutual Funds, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Asset Allocation, Uniform Combined State..., Series 65, Finance, Risk Management, Financial Services, Investment Management, Insurance
Education
Arizona State University 1991 — 1995
B.S., Finance
Wood River High School, Hailey Idaho 1988 — 1991
Cezary Nadecki, CFA Cezary Nadecki, CFA's Charles Schwab Experience 1997 - 1998
Job Vice President at Schroder Investment Mgmt
Industry Investment Management
Experience
Schroders January 2004 - Present
FactSet Research Systems February 2002 - January 2004
Eli Lilly 1999 - 2001
Charles Schwab 1997 - 1998
Morgan Stanley 1996 - 1997
Skills
Investments, Equity Research, Bloomberg, Asset Management, Factset, Investment Management, Financial Modeling, Valuation, Asset Managment, Alternative Investments, Equities, Portfolio Management
Education
Thunderbird School of Global Management 1998 — 1999
Master of International Management
Arizona State University 1997 — 1999
MBA
University of Arizona 1991 — 1996
BS, Finance & Economics
Schroders January 2004 - Present
FactSet Research Systems February 2002 - January 2004
Eli Lilly 1999 - 2001
Charles Schwab 1997 - 1998
Morgan Stanley 1996 - 1997
Skills
Investments, Equity Research, Bloomberg, Asset Management, Factset, Investment Management, Financial Modeling, Valuation, Asset Managment, Alternative Investments, Equities, Portfolio Management
Education
Thunderbird School of Global Management 1998 — 1999
Master of International Management
Arizona State University 1997 — 1999
MBA
University of Arizona 1991 — 1996
BS, Finance & Economics
Ray Cone (CISSP, CISA, CRISC) Ray Cone (CISSP, CISA, CRISC)'s Charles Schwab Experience 1995 - 2004
Job CEO at GANE Properties, LLC
Industry Management Consulting
Experience
Dell July 2013 - Present
Eco Vision Ventures, LLC December 2009 - Present
IC2 Institute (Univ. of Texas) - Global Commercialization Group May 2008 - Present
Austin Technology Incubator at the Unversity of Texas January 2013 - November 2013
Texas Department of Assistive and Rehabilitative Services January 2010 - June 2013
MDC Enterprises November 2004 - December 2009
PBS&J November 2006 - May 2007
Charles Schwab 1995 - 2004
Skills
Vendor Management, Program Management, Strategy, Contract Management, Project Management, Business Analysis, Commercialization, Business Strategy, Information Security, Information Security..., CISSP, CISA, Information Security..., Vulnerability Assessment, Penetration Testing, Enterprise Management..., Disaster Recovery, Business Continuity, Risk Monitoring, Technology Governance, Security Program..., Technology..., Market Needs Analysis, International Market..., Security, Enterprise Architecture, Entrepreneurship, Analysis, Start-ups, Strategic Planning, Business Development, Infrastructure, Contract Negotiation, Management, Network Security, Networking, Information Technology, Data Center, Security Management, Enterprise Software, Executive Management, Firewalls, Leadership, Consulting, IT Management, Governance, Mergers & Acquisitions
Education
Texas State University 2011 — 2011
Seminar, Entrepreneurship
Univ. of the Virgin Islands 2008 — 2008
Practicum, Aquaponics
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
M.S., Technology Commercialization
St. Edward's University 2005 — 2007
M.S., Computer Information Systems
Arizona State University 1985 — 1989
B.Sc., Finance
Dell July 2013 - Present
Eco Vision Ventures, LLC December 2009 - Present
IC2 Institute (Univ. of Texas) - Global Commercialization Group May 2008 - Present
Austin Technology Incubator at the Unversity of Texas January 2013 - November 2013
Texas Department of Assistive and Rehabilitative Services January 2010 - June 2013
MDC Enterprises November 2004 - December 2009
PBS&J November 2006 - May 2007
Charles Schwab 1995 - 2004
Skills
Vendor Management, Program Management, Strategy, Contract Management, Project Management, Business Analysis, Commercialization, Business Strategy, Information Security, Information Security..., CISSP, CISA, Information Security..., Vulnerability Assessment, Penetration Testing, Enterprise Management..., Disaster Recovery, Business Continuity, Risk Monitoring, Technology Governance, Security Program..., Technology..., Market Needs Analysis, International Market..., Security, Enterprise Architecture, Entrepreneurship, Analysis, Start-ups, Strategic Planning, Business Development, Infrastructure, Contract Negotiation, Management, Network Security, Networking, Information Technology, Data Center, Security Management, Enterprise Software, Executive Management, Firewalls, Leadership, Consulting, IT Management, Governance, Mergers & Acquisitions
Education
Texas State University 2011 — 2011
Seminar, Entrepreneurship
Univ. of the Virgin Islands 2008 — 2008
Practicum, Aquaponics
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
M.S., Technology Commercialization
St. Edward's University 2005 — 2007
M.S., Computer Information Systems
Arizona State University 1985 — 1989
B.Sc., Finance
Jacqueline Gaborich Golaszewski Jacqueline Gaborich Golaszewski's Charles Schwab Experience February 2000 - Present
Job Operational Risk Management at Charles Schwab
Industry Financial Services
Experience
swankypet.net September 2006 - Present
Charles Schwab Co February 2000 - Present
Charles Schwab February 2000 - Present
Bank One Capital Markets May 1998 - June 1999
Skills
Product Management, Project Management, Strategic Planning, Customer Service, Business Analysis, Project Planning, Marketing, Marketing Strategy, E-commerce, Product Marketing, Creative Direction, Financial Services
Education
Arizona State University 1990 — 1994
BS, Business (Marketing)
Arizona State University 1990 — 1994
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
swankypet.net September 2006 - Present
Charles Schwab Co February 2000 - Present
Charles Schwab February 2000 - Present
Bank One Capital Markets May 1998 - June 1999
Skills
Product Management, Project Management, Strategic Planning, Customer Service, Business Analysis, Project Planning, Marketing, Marketing Strategy, E-commerce, Product Marketing, Creative Direction, Financial Services
Education
Arizona State University 1990 — 1994
BS, Business (Marketing)
Arizona State University 1990 — 1994
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Kimberly Orth Kimberly Orth's Charles Schwab Experience April 2011 - December 2012
Job Guest Relationship Specialist Target Financial and Retail Services
Industry Consumer Services
Experience
Target August 2014 - Present
Charles Schwab April 2011 - December 2012
Charles Schwab December 2010 - December 2012
Charles Schwab September 2009 - April 2011
Charles Schwab September 1999 - September 2003
Manasse Orthodontics January 1997 - April 1999
Skills
Exceptional People..., Team-oriented, Customer-focused Service, Employee Training, Adaptability, Strategic Thinking, Sales, Selling, Call Centers, Financial Services, Business Development, Employee Wellness..., Employee Wellness, Health, Wellness, Learning Quickly, Rapid Growth, Public Speaking, Empathy, Training Delivery, Dutch, Team Building, Management, Customer Service
Education
Arizona State University 1993 — 1995
Bachelor of Science (BS), Marketing
Scottsdale Community College 1990 — 1993
Target August 2014 - Present
Charles Schwab April 2011 - December 2012
Charles Schwab December 2010 - December 2012
Charles Schwab September 2009 - April 2011
Charles Schwab September 1999 - September 2003
Manasse Orthodontics January 1997 - April 1999
Skills
Exceptional People..., Team-oriented, Customer-focused Service, Employee Training, Adaptability, Strategic Thinking, Sales, Selling, Call Centers, Financial Services, Business Development, Employee Wellness..., Employee Wellness, Health, Wellness, Learning Quickly, Rapid Growth, Public Speaking, Empathy, Training Delivery, Dutch, Team Building, Management, Customer Service
Education
Arizona State University 1993 — 1995
Bachelor of Science (BS), Marketing
Scottsdale Community College 1990 — 1993
Kavita Master's Charles Schwab Experience October 2013 - May 2014
Job Senior Project Manager, Creative Services
Industry Financial Services
Experience
MUFG Union Bank, N.A. January 2015 - Present
Union Bank May 2014 - January 2015
Charles Schwab October 2013 - May 2014
RS Investments September 2013 - October 2013
RS Investments July 2013 - August 2013
BlackRock September 2005 - June 2013
Stanford Graduate School of Business June 2005 - August 2005
Various ballet companies and schools in the SF Bay Area January 1999 - June 2005
Skills
Mutual Funds, ETFs, Marketing Communications, Account Management, Process Improvement, Integrated Marketing, Project Management, Vendor Management, Direct Mail, Project Planning, Creative Direction, Management, Content Management, Cross-functional Team..., Program Management
Education
Arizona State University
Bachelor of Arts (BA), English, dance minor
MUFG Union Bank, N.A. January 2015 - Present
Union Bank May 2014 - January 2015
Charles Schwab October 2013 - May 2014
RS Investments September 2013 - October 2013
RS Investments July 2013 - August 2013
BlackRock September 2005 - June 2013
Stanford Graduate School of Business June 2005 - August 2005
Various ballet companies and schools in the SF Bay Area January 1999 - June 2005
Skills
Mutual Funds, ETFs, Marketing Communications, Account Management, Process Improvement, Integrated Marketing, Project Management, Vendor Management, Direct Mail, Project Planning, Creative Direction, Management, Content Management, Cross-functional Team..., Program Management
Education
Arizona State University
Bachelor of Arts (BA), English, dance minor
L. Lanz Correia's Charles Schwab Experience January 2000 - January 2001
Job Pacific Sotheby's International Realty
Industry Real Estate
Experience
The Correia Group Associate BrokerPacific Sotheby`s International RealtyJuly 2010 - Present
Charles Schwab January 2000 - January 2001
Skills
Sellers, Investment Properties, Real Estate, REO, Residential Homes, Market Analysis, Negotiation, Commercial Real Estate, Short Sales, Buyer Representation, Investors, Listings, Real Property, Real Estate Transactions, Investments, Buyers
Education
Arizona State University 1994 — 1999
BIS, Business, Communication
The Correia Group Associate BrokerPacific Sotheby`s International RealtyJuly 2010 - Present
Charles Schwab January 2000 - January 2001
Skills
Sellers, Investment Properties, Real Estate, REO, Residential Homes, Market Analysis, Negotiation, Commercial Real Estate, Short Sales, Buyer Representation, Investors, Listings, Real Property, Real Estate Transactions, Investments, Buyers
Education
Arizona State University 1994 — 1999
BIS, Business, Communication
Wayne Barker, P.E. Wayne Barker, P.E.'s Charles Schwab Experience 2000 - 2006
Job Design & Construction Executive
Industry Facilities Services
Experience
Parsons 2009 - Present
Digital Realty Trust 2008 - 2009
Sundt Construction 2006 - 2008
Charles Schwab 2000 - 2006
URS Corporation 1988 - 2000
Skills
Construction Management, Facilities Management, LEED, Data Center, Electricians, Construction, Contract Management, MS Project, Infrastructure, Engineering, Program Management, Proposal Writing, Contract Negotiation, Project Planning, Project Management, Management, Project Estimation, Value Engineering, Leadership, Design-Build, Project Bidding, Budgets, Risk Management, Commissioning, Project Control, Cost Management, Cost Control, Engineering Management, Project Delivery, Process Scheduler, Contractors, Strategy
Education
University of California, Berkeley 1976 — 1979
B.Sc, Civil Engineering
Arizona State University 2002 — 2004
MBA, MBA
Parsons 2009 - Present
Digital Realty Trust 2008 - 2009
Sundt Construction 2006 - 2008
Charles Schwab 2000 - 2006
URS Corporation 1988 - 2000
Skills
Construction Management, Facilities Management, LEED, Data Center, Electricians, Construction, Contract Management, MS Project, Infrastructure, Engineering, Program Management, Proposal Writing, Contract Negotiation, Project Planning, Project Management, Management, Project Estimation, Value Engineering, Leadership, Design-Build, Project Bidding, Budgets, Risk Management, Commissioning, Project Control, Cost Management, Cost Control, Engineering Management, Project Delivery, Process Scheduler, Contractors, Strategy
Education
University of California, Berkeley 1976 — 1979
B.Sc, Civil Engineering
Arizona State University 2002 — 2004
MBA, MBA
Jennifer McCulley's Charles Schwab Experience October 2013 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
JenM Consulting July 2011 - Present
Maricopa Community Colleges September 1995 - Present
Arizona State University November 2000 - July 2011
Arizona Department of Environmental Quality May 2007 - August 2007
Skills
Research, Science, Environmental Science, Data Analysis, Community Outreach, Public Speaking, Technical Writing, Teaching, Policy Analysis, Environmental Awareness, Microbiology, Qualitative Research, ArcGIS, Legal Writing, Climate Change, Lifesciences, Environmental Policy, Sustainability, Adult Education, Curriculum Development, Policy, Public Policy, Grants, Program Development, Staff Development, Community Development, Government, GIS, Health Impact Assessment, Scientific Visualization, Editing, Writing, Proofreading, Data Collection, Environmental, Ecology, Molecular Biology, Cell Biology, Biophysics, Earth Science, Project Coordination, Planning, Financial Services, Tax Reporting, 529 Plans, Retirement Planning, IRAs
Education
Arizona State University 2010 — 2011
Urban & Environmental Planning
Phoenix School of Law 2005 — 2008
Doctor of Law (J.D.), Law
Arizona State University 2001 — 2003
Certificate, Geographic Information Science
Northern Arizona University 1992 — 1995
M.S., Microbiology
Northern Arizona University 1988 — 1991
B.S., Environmental Science, Microbiology
Charles Schwab October 2013 - Present
JenM Consulting July 2011 - Present
Maricopa Community Colleges September 1995 - Present
Arizona State University November 2000 - July 2011
Arizona Department of Environmental Quality May 2007 - August 2007
Skills
Research, Science, Environmental Science, Data Analysis, Community Outreach, Public Speaking, Technical Writing, Teaching, Policy Analysis, Environmental Awareness, Microbiology, Qualitative Research, ArcGIS, Legal Writing, Climate Change, Lifesciences, Environmental Policy, Sustainability, Adult Education, Curriculum Development, Policy, Public Policy, Grants, Program Development, Staff Development, Community Development, Government, GIS, Health Impact Assessment, Scientific Visualization, Editing, Writing, Proofreading, Data Collection, Environmental, Ecology, Molecular Biology, Cell Biology, Biophysics, Earth Science, Project Coordination, Planning, Financial Services, Tax Reporting, 529 Plans, Retirement Planning, IRAs
Education
Arizona State University 2010 — 2011
Urban & Environmental Planning
Phoenix School of Law 2005 — 2008
Doctor of Law (J.D.), Law
Arizona State University 2001 — 2003
Certificate, Geographic Information Science
Northern Arizona University 1992 — 1995
M.S., Microbiology
Northern Arizona University 1988 — 1991
B.S., Environmental Science, Microbiology
Daniel Marshall Daniel Marshall's Charles Schwab Experience November 2005 - May 2007
Job Specialist at Apple Inc.
Industry Computer Software
Experience
Apple Retail November 2011 - Present
ClearCare April 2011 - November 2011
Rainmaker June 2007 - March 2011
Charles Schwab November 2005 - May 2007
Independent December 2001 - October 2005
USBancorp Piper Jaffray October 2000 - November 2001
Prudential Securities February 1996 - October 2000
Merrill Lynch December 1993 - January 1996
Skills
Entrepreneurship, Social Media Marketing, Start-ups, CRM, Social Networking, Customer Service, Sales, Salesforce.com, Business Development, Social Media, Management, Email Marketing, Leadership, Cold Calling, Marketing, B2B, Customer Retention, SaaS, Customer Satisfaction, Competitive Analysis, Workshop Facilitation, Retail
Education
Arizona State University
Apple Retail November 2011 - Present
ClearCare April 2011 - November 2011
Rainmaker June 2007 - March 2011
Charles Schwab November 2005 - May 2007
Independent December 2001 - October 2005
USBancorp Piper Jaffray October 2000 - November 2001
Prudential Securities February 1996 - October 2000
Merrill Lynch December 1993 - January 1996
Skills
Entrepreneurship, Social Media Marketing, Start-ups, CRM, Social Networking, Customer Service, Sales, Salesforce.com, Business Development, Social Media, Management, Email Marketing, Leadership, Cold Calling, Marketing, B2B, Customer Retention, SaaS, Customer Satisfaction, Competitive Analysis, Workshop Facilitation, Retail
Education
Arizona State University
Karen Hanks's Charles Schwab Experience 2004 - 2013
Job National Supervision Executive
Industry Financial Services
Experience
USAA August 2013 - Present
Charles Schwab 2004 - 2013
Charles Schwab 2002 - 2004
Charles Schwab 2001 - 2002
Charles Schwab 1998 - 2001
Skills
Risk Management, Leadership, Management, Strategic Planning, Investments, CRM, Performance Management, Compliance, Contract Negotiation, Business Development, Regulatory..., Strategic Analysis of..., Cross Enterprise..., Audit, Compliance &..., Strategic & Operational..., SEC/FINRA Relationship..., Vendor Contract...
Education
Arizona State University
Bachelor of Applied Science (B.A.Sc.), Engineering
University of Minnesota-Twin Cities
USAA August 2013 - Present
Charles Schwab 2004 - 2013
Charles Schwab 2002 - 2004
Charles Schwab 2001 - 2002
Charles Schwab 1998 - 2001
Skills
Risk Management, Leadership, Management, Strategic Planning, Investments, CRM, Performance Management, Compliance, Contract Negotiation, Business Development, Regulatory..., Strategic Analysis of..., Cross Enterprise..., Audit, Compliance &..., Strategic & Operational..., SEC/FINRA Relationship..., Vendor Contract...
Education
Arizona State University
Bachelor of Applied Science (B.A.Sc.), Engineering
University of Minnesota-Twin Cities
Alex Whitlatch Alex Whitlatch's Charles Schwab Experience September 2011 - December 2014
Job Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2015 - June 2015
Charles Schwab September 2011 - December 2014
Applebee's 2003 - September 2011
The Arizona Republic August 2009 - December 2009
The Arizona Republic 2007 - 2009
The Arizona Republic January 2008 - June 2008
Marooned literary magazine January 2008 - June 2008
Skills
Magazines, Sales, Social Networking, Marketing, Leadership, Editing, Customer Service, Research, Publications, Social Media Marketing, Social Media
Education
Arizona State University 2005 — 2010
Journalism and Mass Communciation
Walter Cronkite School of Journalism
B.A, Journalism and Mass Communication
Edelman Financial Services January 2015 - June 2015
Charles Schwab September 2011 - December 2014
Applebee's 2003 - September 2011
The Arizona Republic August 2009 - December 2009
The Arizona Republic 2007 - 2009
The Arizona Republic January 2008 - June 2008
Marooned literary magazine January 2008 - June 2008
Skills
Magazines, Sales, Social Networking, Marketing, Leadership, Editing, Customer Service, Research, Publications, Social Media Marketing, Social Media
Education
Arizona State University 2005 — 2010
Journalism and Mass Communciation
Walter Cronkite School of Journalism
B.A, Journalism and Mass Communication
Joel G. Oldham's Charles Schwab Experience 1997 - 2002
Job Investment Advisor
Industry Financial Services
Experience
J. L. Bainbridge & Co., Inc. February 2002 - Present
Charles Schwab 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Skills
401k, IRAs, Non-profits, Corporations, Investments, Investment Advisory, Management, Retirement Planning, Wealth Management, Estate Planning, High Net Worth..., Finance, Mutual Funds, Nonprofits, Asset Allocation, Portfolio Management, Securities, Strategic Planning, Asset Management, Financial Planning, Financial Services
Education
Arizona State University 1988 — 1993
BS, Political Science, Statistics
J. L. Bainbridge & Co., Inc. February 2002 - Present
Charles Schwab 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Skills
401k, IRAs, Non-profits, Corporations, Investments, Investment Advisory, Management, Retirement Planning, Wealth Management, Estate Planning, High Net Worth..., Finance, Mutual Funds, Nonprofits, Asset Allocation, Portfolio Management, Securities, Strategic Planning, Asset Management, Financial Planning, Financial Services
Education
Arizona State University 1988 — 1993
BS, Political Science, Statistics
Sean Coleman Sean Coleman's Charles Schwab Experience May 2007 - May 2008
Job Entrepreneur
Industry Internet
Experience
Tuft & Needle June 2014 - Present
Arizona State University January 2013 - Present
GoDaddy.com May 2013 - May 2014
Recruiting.com (Parent of Jobing.com) December 2011 - February 2013
Blogic June 2011 - December 2011
OrangeSlyce January 2009 - June 2011
Mitel May 2008 - January 2010
Arizona Department of Transportation May 2006 - October 2009
Sean Coleman LLC 2008 - January 2009
Charles Schwab May 2007 - May 2008
Skills
Entrepreneurship, Web Development, Marketing, Blogging, Business Development, Negotiation, Leadership, SharePoint, Web Applications, Graphic Design, Team Leadership, Start-ups, HTML, Web Design, C#, Strategy, Social Media Marketing, .NET
Education
Arizona State University 2004 — 2009
Computer Systems Engineering, Entrepreneurship
Tuft & Needle June 2014 - Present
Arizona State University January 2013 - Present
GoDaddy.com May 2013 - May 2014
Recruiting.com (Parent of Jobing.com) December 2011 - February 2013
Blogic June 2011 - December 2011
OrangeSlyce January 2009 - June 2011
Mitel May 2008 - January 2010
Arizona Department of Transportation May 2006 - October 2009
Sean Coleman LLC 2008 - January 2009
Charles Schwab May 2007 - May 2008
Skills
Entrepreneurship, Web Development, Marketing, Blogging, Business Development, Negotiation, Leadership, SharePoint, Web Applications, Graphic Design, Team Leadership, Start-ups, HTML, Web Design, C#, Strategy, Social Media Marketing, .NET
Education
Arizona State University 2004 — 2009
Computer Systems Engineering, Entrepreneurship
Lee E. Smith Lee E. Smith's Charles Schwab Experience May 1998 - November 1999
Job Identity & Access Management Engineer at DLA Piper
Industry Law Practice
Experience
DLA Piper August 2012 - July 2013
Stoel Rives LLP November 2011 - August 2012
City of Merced December 2007 - January 2012
Stoel Rives LLP February 2010 - October 2011
City of Merced January 2006 - February 2010
Gordon & Rees LLP January 2004 - January 2006
Morgan, Lewis & Bockius LLP 2002 - 2004
Brobeck, Phleger & Harrison 2001 - 2002
HealthCentral.com November 1999 - July 2001
Charles Schwab May 1998 - November 1999
Skills
Disaster Recovery, Servers, Telecommunications, Storage, Active Directory, Security, VMware, VMware ESX, Windows Server, Microsoft Office, Team Building, Troubleshooting, SharePoint, SQL, VPN, Databases, Citrix, Windows, Negotiation, Customer Service, Windows 7, Mentoring, Data Center, IT Management, Strategic Planning, WAN, IT Service Management, Virtualization, Problem Solving, Business Continuity, Network Administration, Business Analysis, Network Security, Deployment, Budgeting, Cisco, Contract Negotiation, Process Improvement, VMware Infrastructure, SAN, Blackberry Enterprise..., System Deployment, Budgets, Project Management, Microsoft SQL Server, TCP/IP, Technical Support, IT Operations
Education
Atwater High School 1986 — 1993
Vacaville High school 1986 — 1992
Arizona State University 1989 — 1990
Jepson Jr. High (Vacaville) 1983 — 1990
DLA Piper August 2012 - July 2013
Stoel Rives LLP November 2011 - August 2012
City of Merced December 2007 - January 2012
Stoel Rives LLP February 2010 - October 2011
City of Merced January 2006 - February 2010
Gordon & Rees LLP January 2004 - January 2006
Morgan, Lewis & Bockius LLP 2002 - 2004
Brobeck, Phleger & Harrison 2001 - 2002
HealthCentral.com November 1999 - July 2001
Charles Schwab May 1998 - November 1999
Skills
Disaster Recovery, Servers, Telecommunications, Storage, Active Directory, Security, VMware, VMware ESX, Windows Server, Microsoft Office, Team Building, Troubleshooting, SharePoint, SQL, VPN, Databases, Citrix, Windows, Negotiation, Customer Service, Windows 7, Mentoring, Data Center, IT Management, Strategic Planning, WAN, IT Service Management, Virtualization, Problem Solving, Business Continuity, Network Administration, Business Analysis, Network Security, Deployment, Budgeting, Cisco, Contract Negotiation, Process Improvement, VMware Infrastructure, SAN, Blackberry Enterprise..., System Deployment, Budgets, Project Management, Microsoft SQL Server, TCP/IP, Technical Support, IT Operations
Education
Atwater High School 1986 — 1993
Vacaville High school 1986 — 1992
Arizona State University 1989 — 1990
Jepson Jr. High (Vacaville) 1983 — 1990
Joe Arnone's Charles Schwab Experience June 2010 - March 2011
Job Software Developer
Industry Computer Software
Experience
Independent October 2013 - Present
US Airways November 2011 - September 2013
Arizona Public Service (APS) May 2011 - October 2011
Charles Schwab June 2010 - March 2011
Arizona Public Service (APS) August 2000 - June 2010
Skills
IT Leadership, Amazon Web Services..., Agile Methodologies, C#, ASP.NET, Visual Studio, JavaScript, Microsoft SQL Server, Agile Project Management, SQL, .NET, AJAX, Enterprise Architecture, Software Project..., Web Development, T-SQL, Web Applications, IIS, Software Development, User Interface Design, Scrum, TFS, XML, WCF, User Experience, jQuery, Entrepreneurship, Web Services, Database Design, Bootstrap (Twitter), MongoDB
Education
Arizona State University 1989 — 1993
Bachelor of Science, Finance
Bourgade Catholic High School
Diploma, Highschool
Independent October 2013 - Present
US Airways November 2011 - September 2013
Arizona Public Service (APS) May 2011 - October 2011
Charles Schwab June 2010 - March 2011
Arizona Public Service (APS) August 2000 - June 2010
Skills
IT Leadership, Amazon Web Services..., Agile Methodologies, C#, ASP.NET, Visual Studio, JavaScript, Microsoft SQL Server, Agile Project Management, SQL, .NET, AJAX, Enterprise Architecture, Software Project..., Web Development, T-SQL, Web Applications, IIS, Software Development, User Interface Design, Scrum, TFS, XML, WCF, User Experience, jQuery, Entrepreneurship, Web Services, Database Design, Bootstrap (Twitter), MongoDB
Education
Arizona State University 1989 — 1993
Bachelor of Science, Finance
Bourgade Catholic High School
Diploma, Highschool
Kim Grozek West, MMC Kim Grozek West, MMC's Charles Schwab Experience December 2014 - Present
Job Senior Employee Communications Manager at Charles Schwab I President of IABC Phoenix
Industry Public Relations and Communications
Experience
Charles Schwab December 2014 - Present
Charles Schwab February 2013 - December 2014
Charles Schwab January 2011 - February 2013
Citi January 2008 - December 2010
Citi August 2005 - December 2007
Citi February 2002 - July 2005
Skills
Internal Communications, Corporate Communications, Marketing Communications, Public Speaking, Copywriting, Copy Editing, Internal & External..., Community Outreach, Strategic Communications, Executive..., Public Relations, Project Management, Event Planning, Crisis Communications, Corporate Websites, Desktop Publishing, Presentation Coaching, Vendor Relationships, Change Management, Employee Engagement, Communication Training, Communications Planning, Event Management, Leadership, Editing, Management, Speech Writing, Program Management, Marketing Management, Enthusiastic..., Energetic Leader
Education
Arizona State University
MMC, Mass Communications, Journalism
University of Arizona
BA, English, Journalism, Sociology
Charles Schwab December 2014 - Present
Charles Schwab February 2013 - December 2014
Charles Schwab January 2011 - February 2013
Citi January 2008 - December 2010
Citi August 2005 - December 2007
Citi February 2002 - July 2005
Skills
Internal Communications, Corporate Communications, Marketing Communications, Public Speaking, Copywriting, Copy Editing, Internal & External..., Community Outreach, Strategic Communications, Executive..., Public Relations, Project Management, Event Planning, Crisis Communications, Corporate Websites, Desktop Publishing, Presentation Coaching, Vendor Relationships, Change Management, Employee Engagement, Communication Training, Communications Planning, Event Management, Leadership, Editing, Management, Speech Writing, Program Management, Marketing Management, Enthusiastic..., Energetic Leader
Education
Arizona State University
MMC, Mass Communications, Journalism
University of Arizona
BA, English, Journalism, Sociology
Cate Cannavino's Charles Schwab Experience March 2011 - September 2011
Job Social Media and Events Manager
Industry Marketing and Advertising
Experience
MileOne December 2013 - Present
Jones Day August 2011 - December 2013
Charles Schwab March 2011 - September 2011
Charles Schwab August 2009 - March 2011
Arizona State University 2008 - 2008
Arizona State University 2007 - 2008
Future Brands LLC 2006 - 2007
Skills
Event Planning, Public Speaking, Marketing, Microsoft Office, Data Analysis, Microsoft Excel, Business Development, Social Media Marketing, Marketing Communications, Event Management, PowerPoint, Nonprofits, Fundraising, Social Networking, Mutual Funds, Financial Analysis, Public Relations, Online Reputation..., Brand Reputation
Education
Arizona State University 2007 — 2009
BS, ECONOMICS
Susquehanna University
Finance
MileOne December 2013 - Present
Jones Day August 2011 - December 2013
Charles Schwab March 2011 - September 2011
Charles Schwab August 2009 - March 2011
Arizona State University 2008 - 2008
Arizona State University 2007 - 2008
Future Brands LLC 2006 - 2007
Skills
Event Planning, Public Speaking, Marketing, Microsoft Office, Data Analysis, Microsoft Excel, Business Development, Social Media Marketing, Marketing Communications, Event Management, PowerPoint, Nonprofits, Fundraising, Social Networking, Mutual Funds, Financial Analysis, Public Relations, Online Reputation..., Brand Reputation
Education
Arizona State University 2007 — 2009
BS, ECONOMICS
Susquehanna University
Finance
Austin Plott Austin Plott's Charles Schwab Experience April 2015 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab November 2013 - Present
Wells Fargo February 2013 - October 2013
Electric Legends Pictures August 2009 - February 2013
Sharp Entertainment December 2012 - January 2013
JPMorgan Chase January 2012 - August 2012
Destinee Media 2012 - 2012
Arizona Attorney General's Office August 2011 - December 2011
Bank of America January 2011 - August 2011
Skills
Video Production, Writing, Communication, Microsoft Office, Creative Writing, Editing, Customer Service, Coaching, Public Speaking, Interviews, Sales, Blogging, Series 7, Marketing, 401k
Education
Arizona State University 2009 — 2012
Bachelor of Arts (B.A.), English Literature
Charles Schwab April 2015 - Present
Charles Schwab November 2013 - Present
Wells Fargo February 2013 - October 2013
Electric Legends Pictures August 2009 - February 2013
Sharp Entertainment December 2012 - January 2013
JPMorgan Chase January 2012 - August 2012
Destinee Media 2012 - 2012
Arizona Attorney General's Office August 2011 - December 2011
Bank of America January 2011 - August 2011
Skills
Video Production, Writing, Communication, Microsoft Office, Creative Writing, Editing, Customer Service, Coaching, Public Speaking, Interviews, Sales, Blogging, Series 7, Marketing, 401k
Education
Arizona State University 2009 — 2012
Bachelor of Arts (B.A.), English Literature
Jonathan Dalton's Charles Schwab Experience June 2000 - July 2004
Job Experienced Writer/Online Marketer/Salesman/REALTOR
Industry Marketing and Advertising
Experience
American Express June 2015 - Present
Dalton's AZ Homes July 2004 - Present
The Associated Press 1992 - Present
JPD Communications January 1991 - Present
Discover Financial Services November 2013 - March 2015
Charles Schwab June 2000 - July 2004
Charles Schwab November 1996 - June 2000
Arizona Capitol Times April 1995 - November 1996
Sun City Daily News-Sun 1991 - 1995
Tribune Newspapers July 1985 - January 1991
Skills
Online Marketing, Relocation, Selling, Marketing, Residential Homes, Real Estate, Referrals, Seniors, Luxury, Social Networking, Real Estate Transactions, e-PRO, Sports, Real Estate Marketing, Social Media, Property Management, Training, Foreclosures, Customer Service, Negotiation, Public Speaking, Facebook, Investment Properties, WordPress, Email Marketing, Social Media Marketing, Buyer Representation, Short Sales, Creative Writing, Blogging, REO, Blogger, Real Property, SFR, AP Style, Seller Representation, Real Estate Investor, Newspapers, First Time Home Buyers, Sellers, Single Family Homes, Sales
Education
Arizona State University 1988 — 1990
Bachelor's Degree, Journalism
Mesa Community College 1986 — 1988
Associate of Arts (AA), General Studies
American Express June 2015 - Present
Dalton's AZ Homes July 2004 - Present
The Associated Press 1992 - Present
JPD Communications January 1991 - Present
Discover Financial Services November 2013 - March 2015
Charles Schwab June 2000 - July 2004
Charles Schwab November 1996 - June 2000
Arizona Capitol Times April 1995 - November 1996
Sun City Daily News-Sun 1991 - 1995
Tribune Newspapers July 1985 - January 1991
Skills
Online Marketing, Relocation, Selling, Marketing, Residential Homes, Real Estate, Referrals, Seniors, Luxury, Social Networking, Real Estate Transactions, e-PRO, Sports, Real Estate Marketing, Social Media, Property Management, Training, Foreclosures, Customer Service, Negotiation, Public Speaking, Facebook, Investment Properties, WordPress, Email Marketing, Social Media Marketing, Buyer Representation, Short Sales, Creative Writing, Blogging, REO, Blogger, Real Property, SFR, AP Style, Seller Representation, Real Estate Investor, Newspapers, First Time Home Buyers, Sellers, Single Family Homes, Sales
Education
Arizona State University 1988 — 1990
Bachelor's Degree, Journalism
Mesa Community College 1986 — 1988
Associate of Arts (AA), General Studies
Luke Day's Charles Schwab Experience July 2010 - August 2010
Job
Industry Logistics and Supply Chain
Experience
Gap Inc. June 2012 - December 2012
Avnet, Inc February 2011 - June 2011
Charles Schwab July 2010 - August 2010
First Solar, Inc January 2010 - July 2010
Device Engineering Inc May 2008 - August 2008
Skills
Microsoft Office, SAP, Analysis, Microsoft Excel, Forecasting, Supply Chain Management, Teamwork, Contract Negotiation, Leadership, Project Management, Financial Analysis, Management, PowerPoint, Access, Supply Chain, Data Analysis, Visio, Continuous Improvement, Public Speaking, Process Improvement, Business Analysis, Microsoft Word, Time Management, Customer Service, Project Planning, Inventory Management, Operations Management, Team Leadership, Six Sigma, Social Media, Logistics, Procurement, Program Management
Education
Draper University 2014 — 2014
Arizona State University 2007 — 2010
Bachelor of Science, Computer/Management Information Systems and Supply Chain Management
Gap Inc. June 2012 - December 2012
Avnet, Inc February 2011 - June 2011
Charles Schwab July 2010 - August 2010
First Solar, Inc January 2010 - July 2010
Device Engineering Inc May 2008 - August 2008
Skills
Microsoft Office, SAP, Analysis, Microsoft Excel, Forecasting, Supply Chain Management, Teamwork, Contract Negotiation, Leadership, Project Management, Financial Analysis, Management, PowerPoint, Access, Supply Chain, Data Analysis, Visio, Continuous Improvement, Public Speaking, Process Improvement, Business Analysis, Microsoft Word, Time Management, Customer Service, Project Planning, Inventory Management, Operations Management, Team Leadership, Six Sigma, Social Media, Logistics, Procurement, Program Management
Education
Draper University 2014 — 2014
Arizona State University 2007 — 2010
Bachelor of Science, Computer/Management Information Systems and Supply Chain Management
Natalie Romano, MBA CFP® Natalie Romano, MBA CFP®'s Charles Schwab Experience September 2015 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab October 2014 - September 2015
USAA June 2010 - October 2014
Skills
Financial Advisory, Retirement Planning, Investment Advisory, Sales, Customer Service, Team Leadership, Banking, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Credit, Investments, Leadership, Portfolio Management, Forecasting, Life Insurance, Strategic Financial..., Series 7, Loans, Retirement, Insurance, Wealth Management, Investment Strategies, Fixed Income, Mutual Funds, Fixed Annuities, Equities, Process Improvement, Series 63, Securities, Financial Modeling, Uniform Combined State..., Series 65, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Leadership
Arizona State University 2007 — 2010
Bachelor of Science (BS), Economics
Charles Schwab September 2015 - Present
Charles Schwab October 2014 - September 2015
USAA June 2010 - October 2014
Skills
Financial Advisory, Retirement Planning, Investment Advisory, Sales, Customer Service, Team Leadership, Banking, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Credit, Investments, Leadership, Portfolio Management, Forecasting, Life Insurance, Strategic Financial..., Series 7, Loans, Retirement, Insurance, Wealth Management, Investment Strategies, Fixed Income, Mutual Funds, Fixed Annuities, Equities, Process Improvement, Series 63, Securities, Financial Modeling, Uniform Combined State..., Series 65, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Leadership
Arizona State University 2007 — 2010
Bachelor of Science (BS), Economics
Ashley Wilkins's Charles Schwab Experience November 2012 - January 2014
Job Events Coordinator Sr. at Julie Ann Wrigley Global Institute of Sustainability
Industry Financial Services
Experience
Julie Ann Wrigley Global Institute of Sustainability March 2015 - Present
Arizona State University January 2014 - June 2015
Charles Schwab November 2012 - January 2014
Ameriprise Financial Services, Inc. October 2011 - November 2012
Skills
Event Planning, Event Management, Customer Service, Office Administration, PowerPoint, Call Centers, Microsoft Word, Microsoft Office, Appointment Scheduling, Customer Retention, Time Management, Leadership, Research, Access, Social Networking, Microsoft Excel, Fundraising, Public Speaking, Nonprofits, Marketing, Management, Community Outreach, Communication, Volunteer Management, Data Entry, Facebook, Team Building, Strategic Planning, Project Management, Higher Education, Process Improvement, Project Planning, Sales, Teamwork, Operations Management, Outlook
Education
Arizona State University 2014 — 2016
Bachelor of Arts (B.A.), Cultural Anthropology
Arizona State University 2006 — 2012
Bachelor's of Liberal Arts, Religion/Religious Studies
Julie Ann Wrigley Global Institute of Sustainability March 2015 - Present
Arizona State University January 2014 - June 2015
Charles Schwab November 2012 - January 2014
Ameriprise Financial Services, Inc. October 2011 - November 2012
Skills
Event Planning, Event Management, Customer Service, Office Administration, PowerPoint, Call Centers, Microsoft Word, Microsoft Office, Appointment Scheduling, Customer Retention, Time Management, Leadership, Research, Access, Social Networking, Microsoft Excel, Fundraising, Public Speaking, Nonprofits, Marketing, Management, Community Outreach, Communication, Volunteer Management, Data Entry, Facebook, Team Building, Strategic Planning, Project Management, Higher Education, Process Improvement, Project Planning, Sales, Teamwork, Operations Management, Outlook
Education
Arizona State University 2014 — 2016
Bachelor of Arts (B.A.), Cultural Anthropology
Arizona State University 2006 — 2012
Bachelor's of Liberal Arts, Religion/Religious Studies
Mark LaBell's Charles Schwab Experience July 1999 - January 2012
Job Service & Field Engineer at ETS Enterprise Technology Services
Industry Information Technology and Services
Experience
HonorHealth June 2015 - Present
ETS - Enterprise Technology Services December 2014 - February 2015
State of AZ January 2012 - December 2014
Charles Schwab July 1999 - January 2012
Skills
Information Technology, Technical Support, Help Desk Support, Management, Football, Risk Management, Active Directory, Team Building, Remote User Support, Coaching, Scouting, Sports Management, Physical Education, Sports Psychology, Sports Coaching, Athletic Administration, Strength & Conditioning, Athletic Training, Sports, Sports Marketing, Player Development, Athletics, Sports Industry, Strength Training, Event Management, Personal Training, Operant Conditioning, Mentoring, Leadership
Education
Arizona State University 1989 — 1991
BACHELOR OF SCIENCE DEGREE, Computer Information Systems
Collins College 1987 — 1989
Computer Information Systems, ASSOCIATES DEGREE
JP Taravella
HonorHealth June 2015 - Present
ETS - Enterprise Technology Services December 2014 - February 2015
State of AZ January 2012 - December 2014
Charles Schwab July 1999 - January 2012
Skills
Information Technology, Technical Support, Help Desk Support, Management, Football, Risk Management, Active Directory, Team Building, Remote User Support, Coaching, Scouting, Sports Management, Physical Education, Sports Psychology, Sports Coaching, Athletic Administration, Strength & Conditioning, Athletic Training, Sports, Sports Marketing, Player Development, Athletics, Sports Industry, Strength Training, Event Management, Personal Training, Operant Conditioning, Mentoring, Leadership
Education
Arizona State University 1989 — 1991
BACHELOR OF SCIENCE DEGREE, Computer Information Systems
Collins College 1987 — 1989
Computer Information Systems, ASSOCIATES DEGREE
JP Taravella
Jason Lenhart's Charles Schwab Experience January 2000 - October 2000
Job Regional Business Manager at Iroko Pharmaceutical, LLC
Industry Biotechnology
Experience
Iroko Pharmaceutical, LLC July 2013 - Present
Timm Medical Technologies February 2013 - June 2013
Timm Medical Technologies March 2010 - June 2013
Sanofi-Aventis October 2000 - December 2008
Charles Schwab January 2000 - October 2000
Merrill Lynch January 1999 - December 1999
Skills
Pharmaceutical Industry, Urology, Sales, Medical Devices, Hospitals, Strategic Planning, Product Launch, Management, Sales Operations, Neurology, Surgeons, Pharmaceutical Sales, Endocrinology, Marketing, Cardiology, Sales Force Development, Hospital Sales, Leadership, Selling Skills, Pulmonology, OB/GYN, Diabetes, Rheumatology
Education
Arizona State University 1995 — 1999
Bachelor Degree, Sociology & Recreation Managment; Management of Non-Profit Organizations
Iroko Pharmaceutical, LLC July 2013 - Present
Timm Medical Technologies February 2013 - June 2013
Timm Medical Technologies March 2010 - June 2013
Sanofi-Aventis October 2000 - December 2008
Charles Schwab January 2000 - October 2000
Merrill Lynch January 1999 - December 1999
Skills
Pharmaceutical Industry, Urology, Sales, Medical Devices, Hospitals, Strategic Planning, Product Launch, Management, Sales Operations, Neurology, Surgeons, Pharmaceutical Sales, Endocrinology, Marketing, Cardiology, Sales Force Development, Hospital Sales, Leadership, Selling Skills, Pulmonology, OB/GYN, Diabetes, Rheumatology
Education
Arizona State University 1995 — 1999
Bachelor Degree, Sociology & Recreation Managment; Management of Non-Profit Organizations
Wendy Hosking-Spivey, MBA Wendy Hosking-Spivey, MBA's Charles Schwab Experience February 2004 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2004 - Present
Charles Schwab September 1997 - October 2000
Merrill Lynch 1996 - 1997
Skills
Financial Services, Series 7, Series 63, Asset Allocation, FINRA, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Securities, Wealth Management
Education
Arizona State University 2009 — 2011
MBA
Scripps College 1984 — 1988
BA
Saguaro High School
Charles Schwab February 2004 - Present
Charles Schwab September 1997 - October 2000
Merrill Lynch 1996 - 1997
Skills
Financial Services, Series 7, Series 63, Asset Allocation, FINRA, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Securities, Wealth Management
Education
Arizona State University 2009 — 2011
MBA
Scripps College 1984 — 1988
BA
Saguaro High School
Benjamin Whitaker Benjamin Whitaker's Charles Schwab Experience March 2013 - May 2014
Job Intern at Calvary Addiction Recovery Center
Industry Think Tanks
Experience
Calvary Addiction Recovery Center June 2015 - Present
Verizon Wireless May 2014 - Present
Charles Schwab March 2013 - May 2014
United States Army Reserves April 2009 - September 2010
Macy’s March 2009 - August 2009
US Army September 2004 - February 2009
Skills
Military, Community Outreach, Military Training, Customer Service
Education
International tefl academy 2015 — 2015
Teaching English Aboard Certification, Teaching
Grand Canyon University 2013 — 2015
Masters, Addiction Counselor
Arizona State University 2011 — 2012
Bachelor of Science (B.S.), Psychology
Arizona State University 2011 — 2012
Minor, Communication, General
Mesa Community College 2009 — 2011
Associate of Arts (A.A.), Psychology
Marcos de niza highschool 2001 — 2004
Calvary Addiction Recovery Center June 2015 - Present
Verizon Wireless May 2014 - Present
Charles Schwab March 2013 - May 2014
United States Army Reserves April 2009 - September 2010
Macy’s March 2009 - August 2009
US Army September 2004 - February 2009
Skills
Military, Community Outreach, Military Training, Customer Service
Education
International tefl academy 2015 — 2015
Teaching English Aboard Certification, Teaching
Grand Canyon University 2013 — 2015
Masters, Addiction Counselor
Arizona State University 2011 — 2012
Bachelor of Science (B.S.), Psychology
Arizona State University 2011 — 2012
Minor, Communication, General
Mesa Community College 2009 — 2011
Associate of Arts (A.A.), Psychology
Marcos de niza highschool 2001 — 2004
Brett Spanier Brett Spanier's Charles Schwab Experience November 2014 - Present
Job Senior Manager Business Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Allstate April 2012 - October 2014
Allstate July 2011 - April 2012
Allstate August 2009 - July 2011
Allstate June 2007 - August 2009
Wells Fargo May 2006 - June 2007
Skills
Business Process..., Process Improvement, Business Analysis, Risk Management, Insurance, Property & Casualty..., Strategic Planning, Vendor Management, Data Analysis, Operations Management, Analysis, Business Process Mapping, Customer Experience, Workforce Planning, Business Strategy, Change Management, Project Management, Management Consulting, Cross-functional Team..., Quality Control, Team Leadership, Workforce Management, Tactical Planning, Operational Planning, P&L Responsibility, Organizational Design
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
University of Kansas 2001 — 2002
Business Administration and Management, General
Charles Schwab November 2014 - Present
Allstate April 2012 - October 2014
Allstate July 2011 - April 2012
Allstate August 2009 - July 2011
Allstate June 2007 - August 2009
Wells Fargo May 2006 - June 2007
Skills
Business Process..., Process Improvement, Business Analysis, Risk Management, Insurance, Property & Casualty..., Strategic Planning, Vendor Management, Data Analysis, Operations Management, Analysis, Business Process Mapping, Customer Experience, Workforce Planning, Business Strategy, Change Management, Project Management, Management Consulting, Cross-functional Team..., Quality Control, Team Leadership, Workforce Management, Tactical Planning, Operational Planning, P&L Responsibility, Organizational Design
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
University of Kansas 2001 — 2002
Business Administration and Management, General
Amanda Merson Amanda Merson's Charles Schwab Experience November 2009 - October 2010
Job Medical Sales Representative
Industry Hospital & Health Care
Experience
Kowa Pharmaceuticals America, Inc April 2014 - Present
iAcquire August 2013 - April 2014
Gannett March 2011 - August 2013
Yodle October 2010 - March 2011
Charles Schwab November 2009 - October 2010
Skills
Customer Service, Online Advertising, Sales, Salesforce.com, Account Management, Microsoft Excel, PowerPoint, Online Marketing, Social Media, Social Media Marketing, Sales Process, Selling, Advertising, Social Networking, Email Marketing, Sales Operations, SEM, Lead Generation, Cold Calling, Advertising Sales, B2B, PPC, SEO, Direct Marketing, Digital Marketing, Google Adwords, Marketing Strategy, Mobile Marketing, Marketing, Digital Media, Google Analytics, Customer Acquisition, Sales Presentations, Facebook, CRM, Web Analytics, Marketing Communications, Digital Strategy, Web Marketing, Media Planning
Education
Arizona State University 2005 — 2009
ba, Justice studies and English literature
Kowa Pharmaceuticals America, Inc April 2014 - Present
iAcquire August 2013 - April 2014
Gannett March 2011 - August 2013
Yodle October 2010 - March 2011
Charles Schwab November 2009 - October 2010
Skills
Customer Service, Online Advertising, Sales, Salesforce.com, Account Management, Microsoft Excel, PowerPoint, Online Marketing, Social Media, Social Media Marketing, Sales Process, Selling, Advertising, Social Networking, Email Marketing, Sales Operations, SEM, Lead Generation, Cold Calling, Advertising Sales, B2B, PPC, SEO, Direct Marketing, Digital Marketing, Google Adwords, Marketing Strategy, Mobile Marketing, Marketing, Digital Media, Google Analytics, Customer Acquisition, Sales Presentations, Facebook, CRM, Web Analytics, Marketing Communications, Digital Strategy, Web Marketing, Media Planning
Education
Arizona State University 2005 — 2009
ba, Justice studies and English literature
Matt Wellborn Matt Wellborn's Charles Schwab Experience April 2011 - March 2013
Job Network Funding, LP
Industry Financial Services
Experience
Network Funding, LP NMLS #2297 April 2013 - Present
Charles Schwab April 2011 - March 2013
Edward Jones June 2009 - December 2010
Skills
Series 7, Retirement Planning, Asset Allocation, Wealth Management, Sales, Registered Investment..., Sales Presentations, Banking Solutions, Relationship..., Public Speaking, Financial Advisory, Series 66, NMLS Licensed, Business Development, Social Media, Uniform Combined State..., Manage Client..., Mutual Funds, Investments
Education
Arizona State University
Business and Mass Communication
Network Funding, LP NMLS #2297 April 2013 - Present
Charles Schwab April 2011 - March 2013
Edward Jones June 2009 - December 2010
Skills
Series 7, Retirement Planning, Asset Allocation, Wealth Management, Sales, Registered Investment..., Sales Presentations, Banking Solutions, Relationship..., Public Speaking, Financial Advisory, Series 66, NMLS Licensed, Business Development, Social Media, Uniform Combined State..., Manage Client..., Mutual Funds, Investments
Education
Arizona State University
Business and Mass Communication
Heather Rivera Heather Rivera's Charles Schwab Experience 1996 - 2002
Job Social Media Coordinator at Endlessly Organic
Industry Hospitality
Experience
Endlessly Organic January 2011 - Present
Girl Scouts of Tropical Florida 2010 - 2013
Anne Taylor August 2003 - July 2004
Charles Schwab 1996 - 2002
Charles Schwab 1996 - 2002
Dickinson & Co. 1995 - 1996
Skills
Social Media, Social Media Marketing, Event Management, Event Planning, Facebook, Grants, Marketing, Marketing Communications, Public Relations, Strategic Communications, Corporate Communications, Media Relations, Brand Development, Social Networking, Copywriting, Sales, Public Speaking, Marketing Strategy, Customer Service, Strategic Planning, Leadership, Management, Microsoft Office
Education
Arizona State University 1999 — 2001
Communications, Public Relations/Special Event Mgmt.
Phoenix College 1997 — 1999
Bachelor of Arts (BA), Sociology
Endlessly Organic January 2011 - Present
Girl Scouts of Tropical Florida 2010 - 2013
Anne Taylor August 2003 - July 2004
Charles Schwab 1996 - 2002
Charles Schwab 1996 - 2002
Dickinson & Co. 1995 - 1996
Skills
Social Media, Social Media Marketing, Event Management, Event Planning, Facebook, Grants, Marketing, Marketing Communications, Public Relations, Strategic Communications, Corporate Communications, Media Relations, Brand Development, Social Networking, Copywriting, Sales, Public Speaking, Marketing Strategy, Customer Service, Strategic Planning, Leadership, Management, Microsoft Office
Education
Arizona State University 1999 — 2001
Communications, Public Relations/Special Event Mgmt.
Phoenix College 1997 — 1999
Bachelor of Arts (BA), Sociology
Catherine Brennan's Charles Schwab Experience July 2007 - Present
Job Senior Trading Analyst
Industry Financial Services
Experience
Charles Schwab July 2007 - Present
Terros May 2006 - August 2006
W.H.E.A.T. May 2005 - August 2005
Skills
Series 7, Series 9/10, Series 55, Trading Systems, Derivatives, Trading, Equities, Financial Analysis, Investments, Risk Management, Capital Markets, Financial Markets, Corporate Finance, Options, Asset Management, Financial Risk, Securities, Series 63, Electronic Trading, Equity Derivatives, Finance, Equity Research, Creativity, Team Leadership, FINRA
Education
Arizona State University 2005 — 2007
Bachelor of Science (B.S.), Finance
Arizona State University, W. P. Carey School of Business 2004 — 2006
Finance, General
University of Arizona 2001 — 2002
Master of Architecture (M.Arch.), Architecture
Charles Schwab July 2007 - Present
Terros May 2006 - August 2006
W.H.E.A.T. May 2005 - August 2005
Skills
Series 7, Series 9/10, Series 55, Trading Systems, Derivatives, Trading, Equities, Financial Analysis, Investments, Risk Management, Capital Markets, Financial Markets, Corporate Finance, Options, Asset Management, Financial Risk, Securities, Series 63, Electronic Trading, Equity Derivatives, Finance, Equity Research, Creativity, Team Leadership, FINRA
Education
Arizona State University 2005 — 2007
Bachelor of Science (B.S.), Finance
Arizona State University, W. P. Carey School of Business 2004 — 2006
Finance, General
University of Arizona 2001 — 2002
Master of Architecture (M.Arch.), Architecture
Bill Meeks Bill Meeks's Charles Schwab Experience November 1995 - Present
Job Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1995 - Present
Education
Arizona State University 1989 — 1991
Charles Schwab November 1995 - Present
Education
Arizona State University 1989 — 1991
Alexis McComb Alexis McComb's Charles Schwab Experience July 2004 - Present
Job Vice President/Branch Manager, CFP®
Industry Financial Services
Experience
Charles Schwab July 2004 - Present
Education
Arizona State University
Management, Major
Charles Schwab July 2004 - Present
Education
Arizona State University
Management, Major
John Daly, CFP®'s Charles Schwab Experience January 2004 - February 2009
Job President at Daly Investment Management,LLC Fiduciary and Wealth Manager
Industry Financial Services
Experience
Daly Investment Management, LLC February 2009 - Present
Charles Schwab January 2004 - February 2009
Morgan Stanley January 2000 - June 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Insurance Planning, 401k Rollovers, Financial Advice, Retirement Planning, Retirement, Estate Planning, 401k, Asset Management, Portfolio Management, IRA's, Asset Allocation, Asset Managment, Strategic Financial..., High Net Worth..., Finance, Financial Advisory, Financial Planners, Mutual Funds, Investment Management, Investment Strategies, ETFs, Fiduciary Services, Alternative Investments, Series 63, Investment Policy..., Global Tactical Asset..., Fixed Income Strategies, Institutional Portfolio..., Fixed Annuities, Securities, Wealth Management..., Wealth, FINRA, Options, Investments, Financial Services, Certified Financial...
Education
College for Financial Planning 2005 — 2006
CFP Certification Professional Education Program, Financial Planning and Services
Arizona State University 1995 — 1999
Bachelor of Science, Finance
Daly Investment Management, LLC February 2009 - Present
Charles Schwab January 2004 - February 2009
Morgan Stanley January 2000 - June 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Insurance Planning, 401k Rollovers, Financial Advice, Retirement Planning, Retirement, Estate Planning, 401k, Asset Management, Portfolio Management, IRA's, Asset Allocation, Asset Managment, Strategic Financial..., High Net Worth..., Finance, Financial Advisory, Financial Planners, Mutual Funds, Investment Management, Investment Strategies, ETFs, Fiduciary Services, Alternative Investments, Series 63, Investment Policy..., Global Tactical Asset..., Fixed Income Strategies, Institutional Portfolio..., Fixed Annuities, Securities, Wealth Management..., Wealth, FINRA, Options, Investments, Financial Services, Certified Financial...
Education
College for Financial Planning 2005 — 2006
CFP Certification Professional Education Program, Financial Planning and Services
Arizona State University 1995 — 1999
Bachelor of Science, Finance
Steven Beals Steven Beals's Charles Schwab Experience October 1997 - December 2013
Job Senior Vice President at Beacon Pointe Advisors
Industry Investment Management
Experience
Beacon Pointe Advisors January 2014 - Present
Charles Schwab October 1997 - December 2013
Transamerica June 1997 - October 1997
Skills
Marketing Strategy, Sales Operations, Investments, Operations Management, Financial Services, Mutual Funds, Wealth Management, Securities, Strategic Financial...
Education
Arizona State University
University of Missouri-Kansas City
Beacon Pointe Advisors January 2014 - Present
Charles Schwab October 1997 - December 2013
Transamerica June 1997 - October 1997
Skills
Marketing Strategy, Sales Operations, Investments, Operations Management, Financial Services, Mutual Funds, Wealth Management, Securities, Strategic Financial...
Education
Arizona State University
University of Missouri-Kansas City
Aaron Hersey Aaron Hersey's Charles Schwab Experience March 2013 - May 2013
Job Windows System Engineer/Administrator
Industry Information Technology and Services
Experience
NANTHEALTH May 2014 - July 2015
CSC - Computer Sciences Corporation December 2013 - April 2014
Century Link July 2013 - October 2013
Charles Schwab March 2013 - May 2013
Manpower August 2012 - March 2013
Early Warning Services September 2008 - August 2012
Robert Half International March 2008 - August 2008
Trimble Mobile Solutions November 2006 - January 2008
Great Wide Distribution Logistics August 2002 - November 2006
Skills
Active Directory, Group Policy, Windows Server, Servers, VMware, DNS Management, System Deployment, LANDesk, System Administration, Software Installation, Microsoft SQL Server, IIS, Microsoft Exchange, Project Management, Time Management
Education
DeVry Institute of Technology 2000 — 2001
BS, Information Technology
Arizona State University 1994 — 1999
BA, Secondary Mathematics Education
NANTHEALTH May 2014 - July 2015
CSC - Computer Sciences Corporation December 2013 - April 2014
Century Link July 2013 - October 2013
Charles Schwab March 2013 - May 2013
Manpower August 2012 - March 2013
Early Warning Services September 2008 - August 2012
Robert Half International March 2008 - August 2008
Trimble Mobile Solutions November 2006 - January 2008
Great Wide Distribution Logistics August 2002 - November 2006
Skills
Active Directory, Group Policy, Windows Server, Servers, VMware, DNS Management, System Deployment, LANDesk, System Administration, Software Installation, Microsoft SQL Server, IIS, Microsoft Exchange, Project Management, Time Management
Education
DeVry Institute of Technology 2000 — 2001
BS, Information Technology
Arizona State University 1994 — 1999
BA, Secondary Mathematics Education
William Steward, MBA William Steward, MBA's Charles Schwab Experience 2005 - 2010
Job Finance and Sales Professional
Industry Financial Services
Experience
Financial Advisor and Sales Consultant 2011 - Present
Bank of America Merrill Lynch 2014 - 2015
Charles Schwab 2005 - 2010
Charles Schwab 2003 - 2005
Charles Schwab 2002 - 2003
Charles Schwab 1997 - 2002
Skills
Investments, Mutual Funds, Financial Modeling, Business Development, Leadership, Corporate Actions, Portfolio Management, Strategy, Financial Analysis, Program Management, Analysis, Competitive Analysis, Management, Bonds, ETFs, Sales Management, Strategic Planning, Investment Management, Investment Strategies, Currency, Finance, Dividends, Restricted Stock, Relationship Management, Sales, Business Strategy, International Sales, Sales Presentations
Education
Thunderbird School of Global Management 2009 — 2011
EMBA, International Finance and Management
Arizona State University
BA, History and Religion
Financial Advisor and Sales Consultant 2011 - Present
Bank of America Merrill Lynch 2014 - 2015
Charles Schwab 2005 - 2010
Charles Schwab 2003 - 2005
Charles Schwab 2002 - 2003
Charles Schwab 1997 - 2002
Skills
Investments, Mutual Funds, Financial Modeling, Business Development, Leadership, Corporate Actions, Portfolio Management, Strategy, Financial Analysis, Program Management, Analysis, Competitive Analysis, Management, Bonds, ETFs, Sales Management, Strategic Planning, Investment Management, Investment Strategies, Currency, Finance, Dividends, Restricted Stock, Relationship Management, Sales, Business Strategy, International Sales, Sales Presentations
Education
Thunderbird School of Global Management 2009 — 2011
EMBA, International Finance and Management
Arizona State University
BA, History and Religion
Labeid Limon's Charles Schwab Experience 2000 - 2001
Job Director of Logistics at H&H Quality Food US
Industry Import and Export
Experience
Multiservices Trading Co. January 2010 - Present
H&H Quality Food January 2010 - Present
DHL Express March 2006 - February 2010
DHL Express September 2004 - February 2006
DHL Express Latin America April 2001 - September 2004
Charles Schwab 2000 - 2001
Arizona State University 1999 - 2000
Skills
Supply Chain, Process Improvement, Supply Chain Management, Business Process..., Cross-functional Team..., Logistics, PMO, Change Management, Forecasting, Analysis, Strategy, Management Consulting, Leadership, Procurement, Project Management, Business Process, Negotiation, Management, Spanish, Operations Management, Relationship Management, P&L Management, International Business, Supply Chain...
Education
Arizona State University 1999 — 2000
MBA, Business Administration
Tecnológico de Monterrey 1992 — 1997
B.S., Industrial Engineer
Multiservices Trading Co. January 2010 - Present
H&H Quality Food January 2010 - Present
DHL Express March 2006 - February 2010
DHL Express September 2004 - February 2006
DHL Express Latin America April 2001 - September 2004
Charles Schwab 2000 - 2001
Arizona State University 1999 - 2000
Skills
Supply Chain, Process Improvement, Supply Chain Management, Business Process..., Cross-functional Team..., Logistics, PMO, Change Management, Forecasting, Analysis, Strategy, Management Consulting, Leadership, Procurement, Project Management, Business Process, Negotiation, Management, Spanish, Operations Management, Relationship Management, P&L Management, International Business, Supply Chain...
Education
Arizona State University 1999 — 2000
MBA, Business Administration
Tecnológico de Monterrey 1992 — 1997
B.S., Industrial Engineer
Mary Frances Potter's Charles Schwab Experience April 2006 - August 2006
Job Sr. Copywriter, Brand Naming, Content Strategy
Industry Internet
Experience
Murray Hill 1999 - Present
Eva Murray 1999 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo August 2013 - December 2014
Hewlett-Packard February 2014 - April 2014
eBay February 2007 - February 2012
Charles Schwab April 2006 - August 2006
UMUC 2004 - 2006
Wells Fargo Bank 2004 - 2005
IDG Books Worldwide 2000 - 2001
Skills
Copywriting, Content Strategy, Content Management, Copy Editing, Email Marketing, Newsletters, Publications, Writing, Editing, Books, CMS, Web Content, Content Development, Feature Articles, Marketing Communications, Social Media, User Experience, Corporate Communications, WordPress, Web Content Management, Blogging, Web Analytics, Proofreading, Facebook, Editorial, SEO, Content Writing, Information Architecture, HTML, Website Copy, Website Development, Feature Writing, Interactive Advertising, Print Collateral, Interviewing, Fiction Writing, Literary Fiction, Literary Criticism, Creative Writing, SEO copywriting, Journalism, Press Releases, AP Style, InDesign, Brand Development, Stories, Script-writing, Corporate Videos, Product Naming, Branding & Identity
Education
Sarah Lawrence College
MFA, Fiction Writing, 3.9/4.0
Arizona State University
Master of Arts, English Literature, 3.8/4.0
Creighton University
B.S., Biology, 3.4/4.0
Media Bistro 2011 — 2011
Social Media
Marian High School
Murray Hill 1999 - Present
Eva Murray 1999 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo August 2013 - December 2014
Hewlett-Packard February 2014 - April 2014
eBay February 2007 - February 2012
Charles Schwab April 2006 - August 2006
UMUC 2004 - 2006
Wells Fargo Bank 2004 - 2005
IDG Books Worldwide 2000 - 2001
Skills
Copywriting, Content Strategy, Content Management, Copy Editing, Email Marketing, Newsletters, Publications, Writing, Editing, Books, CMS, Web Content, Content Development, Feature Articles, Marketing Communications, Social Media, User Experience, Corporate Communications, WordPress, Web Content Management, Blogging, Web Analytics, Proofreading, Facebook, Editorial, SEO, Content Writing, Information Architecture, HTML, Website Copy, Website Development, Feature Writing, Interactive Advertising, Print Collateral, Interviewing, Fiction Writing, Literary Fiction, Literary Criticism, Creative Writing, SEO copywriting, Journalism, Press Releases, AP Style, InDesign, Brand Development, Stories, Script-writing, Corporate Videos, Product Naming, Branding & Identity
Education
Sarah Lawrence College
MFA, Fiction Writing, 3.9/4.0
Arizona State University
Master of Arts, English Literature, 3.8/4.0
Creighton University
B.S., Biology, 3.4/4.0
Media Bistro 2011 — 2011
Social Media
Marian High School
Mark Synowiec's Charles Schwab Experience March 2000 - May 2001
Job Trader Money Management Services at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group (fka Genworth Financial Securities Corp.) May 2008 - Present
E*TRADE Financial April 2005 - May 2008
National City Bank April 2003 - April 2005
Bank One June 2001 - April 2003
Charles Schwab March 2000 - May 2001
Skills
Securities, Equities, Trading, Asset Allocation, Series 7, Wealth Management, Series 63, Investments, Mutual Funds, Options, Capital Markets, Financial Markets, Annuities, Financial Services, Finance, Portfolio Management
Education
Arizona State University 1997 — 1999
Bachelor of Science
Cetera Financial Group (fka Genworth Financial Securities Corp.) May 2008 - Present
E*TRADE Financial April 2005 - May 2008
National City Bank April 2003 - April 2005
Bank One June 2001 - April 2003
Charles Schwab March 2000 - May 2001
Skills
Securities, Equities, Trading, Asset Allocation, Series 7, Wealth Management, Series 63, Investments, Mutual Funds, Options, Capital Markets, Financial Markets, Annuities, Financial Services, Finance, Portfolio Management
Education
Arizona State University 1997 — 1999
Bachelor of Science
Mariza (Mariza Huang) Wultsch, CFP®, MBA's Charles Schwab Experience October 2012 - May 2013
Job Senior Associate Consulant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins September 2014 - Present
Charles Schwab October 2012 - May 2013
Schwab Private Client Investment Advisory August 2011 - October 2012
Charles Schwab & Co., Inc. October 2009 - July 2011
Arizona Commerce Authority July 2006 - July 2009
Skills
Mutual Funds, Sales, Asset Allocation, Market Research, Business Strategy, Project Management, Analysis, Portfolio Management, Series 63, Series 7, Business Development, Finance, Marketing, Financial Analysis, Microsoft Office, Brokerage, Entrepreneurship, Strategic Planning, Data Analysis, Statistics
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Trade
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
Arizona State University 2001 — 2004
Bachelor, Finance
Arizona State University - W. P. Carey School of Business 2001 — 2004
Finance, Finance
Chaparral High School 1998 — 2001
Taipei American School 1992 — 1996
Hewins Financial Wipfli Hewins September 2014 - Present
Charles Schwab October 2012 - May 2013
Schwab Private Client Investment Advisory August 2011 - October 2012
Charles Schwab & Co., Inc. October 2009 - July 2011
Arizona Commerce Authority July 2006 - July 2009
Skills
Mutual Funds, Sales, Asset Allocation, Market Research, Business Strategy, Project Management, Analysis, Portfolio Management, Series 63, Series 7, Business Development, Finance, Marketing, Financial Analysis, Microsoft Office, Brokerage, Entrepreneurship, Strategic Planning, Data Analysis, Statistics
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Trade
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
Arizona State University 2001 — 2004
Bachelor, Finance
Arizona State University - W. P. Carey School of Business 2001 — 2004
Finance, Finance
Chaparral High School 1998 — 2001
Taipei American School 1992 — 1996
Gregg Stelmach's Charles Schwab Experience November 1997 - January 2009
Job Sr. Software Engineer
Industry Information Technology and Services
Experience
GoDaddy.com March 2009 - Present
Charles Schwab November 1997 - January 2009
Education
Arizona State University
Master of Engineering (M.Eng.), Software Engineering
University of Minnesota
Bachelor of Arts (B.A), Political Science, Minor: English
GoDaddy.com March 2009 - Present
Charles Schwab November 1997 - January 2009
Education
Arizona State University
Master of Engineering (M.Eng.), Software Engineering
University of Minnesota
Bachelor of Arts (B.A), Political Science, Minor: English
Ben Busler's Charles Schwab Experience July 2006 - Present
Job Adjunct Professor at Grand Canyon University
Industry Financial Services
Experience
Grand Canyon University November 2013 - Present
Charles Schwab July 2006 - Present
Caremark July 2005 - July 2006
AdvancePCS/Caremark October 2001 - July 2005
PCS Health Systems/AdvancePCS August 1998 - October 2001
AMRESCO February 1998 - August 1998
Doubltree Hotels October 1995 - February 1998
ADEC December 1991 - February 1995
AED December 1991 - February 1995
AEON September 1988 - May 1990
Skills
Management, Analytics, Project Management, Business Planning, Cross-functional Team..., Budgets, Competitive Analysis, Business Development, Strategic Planning, Healthcare, Business Strategy, Business Analysis, Financial Analysis, Managed Care, Analysis, Market Research, Leadership, Marketing, Pharmaceutical Industry, Sales, Investments, Strategic Partnerships, Strategy, Vendor Management, Team Leadership, Pricing, Contract Negotiation, Business Intelligence, Segmentation, Data Analysis, Product Marketing, CRM, New Business Development, Sales Operations, Financial Modeling, Program Management, Customer Service, Start-ups, Finance, Risk Management, Strategic Financial..., Team Building, Financial Services, Market Analysis, Change Management, Forecasting, Sales Management, Salesforce.com...
Education
Thunderbird School of Global Management 1990 — 1991
MBA, Marketing/Finance
Arizona State University 1982 — 1988
B.A., Political Science
Grand Canyon University November 2013 - Present
Charles Schwab July 2006 - Present
Caremark July 2005 - July 2006
AdvancePCS/Caremark October 2001 - July 2005
PCS Health Systems/AdvancePCS August 1998 - October 2001
AMRESCO February 1998 - August 1998
Doubltree Hotels October 1995 - February 1998
ADEC December 1991 - February 1995
AED December 1991 - February 1995
AEON September 1988 - May 1990
Skills
Management, Analytics, Project Management, Business Planning, Cross-functional Team..., Budgets, Competitive Analysis, Business Development, Strategic Planning, Healthcare, Business Strategy, Business Analysis, Financial Analysis, Managed Care, Analysis, Market Research, Leadership, Marketing, Pharmaceutical Industry, Sales, Investments, Strategic Partnerships, Strategy, Vendor Management, Team Leadership, Pricing, Contract Negotiation, Business Intelligence, Segmentation, Data Analysis, Product Marketing, CRM, New Business Development, Sales Operations, Financial Modeling, Program Management, Customer Service, Start-ups, Finance, Risk Management, Strategic Financial..., Team Building, Financial Services, Market Analysis, Change Management, Forecasting, Sales Management, Salesforce.com...
Education
Thunderbird School of Global Management 1990 — 1991
MBA, Marketing/Finance
Arizona State University 1982 — 1988
B.A., Political Science
Frank Crast's Charles Schwab Experience May 2007 - September 2011
Job Cofounder, Securezoo
Industry Information Technology and Services
Experience
Securezoo October 2011 - Present
PayPal April 2014 - Present
American Express April 2013 - April 2014
Experis IT September 2011 - April 2013
Charles Schwab May 2007 - September 2011
Charles Schwab October 2005 - May 2007
Charles Schwab January 2000 - October 2005
Server Warehouse / Softek 1992 - 1999
Marriott Hotels 1990 - 1993
Skills
Risk, Information Security..., Security, IT Strategy, Architecture, Information Security..., Information Security, Computer Security, Data Center, Solution Architecture, Strategy, Cloud Computing, Network Security, Financial Risk, Vendor Management, CISSP, Governance, VMware, PMP, Disaster Recovery, Integration, Risk Management, Enterprise Architecture, Windows Server, Business Continuity, Program Management, Application Security, Infrastructure, Risk Assessment, Security Awareness, PCI DSS, Security Architecture..., Information Technology, Vulnerability Management, IT Audit, Identity Management, Vulnerability Assessment, Penetration Testing, ISO 27001, CISA, IT Management, Security Audits, Data Security, Computer Forensics, Firewalls, COBIT, Encryption, Enterprise Risk..., Virtualization, Architectures
Education
Arizona State University 1987 — 1990
BS, Finance
United States Military Academy at West Point 1984 — 1986
N/A, Mechanical Engineering
Securezoo October 2011 - Present
PayPal April 2014 - Present
American Express April 2013 - April 2014
Experis IT September 2011 - April 2013
Charles Schwab May 2007 - September 2011
Charles Schwab October 2005 - May 2007
Charles Schwab January 2000 - October 2005
Server Warehouse / Softek 1992 - 1999
Marriott Hotels 1990 - 1993
Skills
Risk, Information Security..., Security, IT Strategy, Architecture, Information Security..., Information Security, Computer Security, Data Center, Solution Architecture, Strategy, Cloud Computing, Network Security, Financial Risk, Vendor Management, CISSP, Governance, VMware, PMP, Disaster Recovery, Integration, Risk Management, Enterprise Architecture, Windows Server, Business Continuity, Program Management, Application Security, Infrastructure, Risk Assessment, Security Awareness, PCI DSS, Security Architecture..., Information Technology, Vulnerability Management, IT Audit, Identity Management, Vulnerability Assessment, Penetration Testing, ISO 27001, CISA, IT Management, Security Audits, Data Security, Computer Forensics, Firewalls, COBIT, Encryption, Enterprise Risk..., Virtualization, Architectures
Education
Arizona State University 1987 — 1990
BS, Finance
United States Military Academy at West Point 1984 — 1986
N/A, Mechanical Engineering
Catherine Parkin's Charles Schwab Experience 1999 - 2006
Job x
Industry Financial Services
Experience
BlackRock August 2012 - May 2014
BlackRock December 2011 - August 2012
BlackRock November 2010 - December 2011
BlackRock May 2006 - November 2010
Charles Schwab 1999 - 2006
Skills
ETFs, Series 7, Mutual Funds, Series 63, Series 24, Investments, Asset Management, Client Service, Series 66, Consulting, Sales Rep Training, Sales Management, Business Development
Education
Arizona State University 2000 — 2002
MBA
Indiana University - Kelley School of Business 1992 — 1996
BS, Finance
Indiana University Bloomington 1992 — 1996
Bachelor of Science (B.S.), Finance, General
BlackRock August 2012 - May 2014
BlackRock December 2011 - August 2012
BlackRock November 2010 - December 2011
BlackRock May 2006 - November 2010
Charles Schwab 1999 - 2006
Skills
ETFs, Series 7, Mutual Funds, Series 63, Series 24, Investments, Asset Management, Client Service, Series 66, Consulting, Sales Rep Training, Sales Management, Business Development
Education
Arizona State University 2000 — 2002
MBA
Indiana University - Kelley School of Business 1992 — 1996
BS, Finance
Indiana University Bloomington 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Brad Hass's Charles Schwab Experience January 2014 - Present
Job Retail Business Development Officer for Corporate Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab June 2011 - January 2014
Charles Schwab November 1996 - June 2011
Charles Schwab February 2007 - April 2008
Skills
Securities, Investments, Series 24, Investment Advisory, Mutual Funds, Series 7, Series 63, Equities, FINRA, Wealth Management, Six Sigma, Asset Allocation, Process Improvement
Education
Arizona State University 1990 — 1994
BS, Political Science
PHHS 1986 — 1990
Charles Schwab January 2014 - Present
Charles Schwab June 2011 - January 2014
Charles Schwab November 1996 - June 2011
Charles Schwab February 2007 - April 2008
Skills
Securities, Investments, Series 24, Investment Advisory, Mutual Funds, Series 7, Series 63, Equities, FINRA, Wealth Management, Six Sigma, Asset Allocation, Process Improvement
Education
Arizona State University 1990 — 1994
BS, Political Science
PHHS 1986 — 1990
Adam Bremen's Charles Schwab Experience September 1999 - Present
Job Sales at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 1999 - Present
Education
Arizona State University 1994 — 1998
Charles Schwab September 1999 - Present
Education
Arizona State University 1994 — 1998
Manny Alemany's Charles Schwab Experience 1995 - 2003
Job Loffa Interactive Group
Industry Information Technology and Services
Experience
Loffa Interactive Group November 2008 - Present
Loffa Interactive Group September 2003 - November 2008
Mortgages Ltd. 2007 - 2008
CIGNA Healthcare 2003 - 2007
Schwab Institutional September 1995 - December 2003
Charles Schwab 1995 - 2003
Bankers Trust 1992 - 1995
Skills
Securities, Analysis, Financial Services, Product Development, Back Office, Settlement, Fixed Income, Management Consulting, Sales Management, Series 7, Strategic Planning, Team Building, Prime Brokerage, Accounting, Business Development, Equities, Marketing Strategy, Investments, Marketing, Account Management, Selling, Management, Leadership, Strategy, Sales
Education
Arizona State University, W. P. Carey School of Business 2000 — 2002
MBA, International Business
Arizona State University 1989 — 2002
BS, Finance
Don Bosco Technical HS 1983 — 1987
Loffa Interactive Group November 2008 - Present
Loffa Interactive Group September 2003 - November 2008
Mortgages Ltd. 2007 - 2008
CIGNA Healthcare 2003 - 2007
Schwab Institutional September 1995 - December 2003
Charles Schwab 1995 - 2003
Bankers Trust 1992 - 1995
Skills
Securities, Analysis, Financial Services, Product Development, Back Office, Settlement, Fixed Income, Management Consulting, Sales Management, Series 7, Strategic Planning, Team Building, Prime Brokerage, Accounting, Business Development, Equities, Marketing Strategy, Investments, Marketing, Account Management, Selling, Management, Leadership, Strategy, Sales
Education
Arizona State University, W. P. Carey School of Business 2000 — 2002
MBA, International Business
Arizona State University 1989 — 2002
BS, Finance
Don Bosco Technical HS 1983 — 1987
Pete Earp's Charles Schwab Experience June 2000 - Present
Job VP/Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2000 - Present
Education
Arizona State University 1996 — 2000
BS, Finance
Charles Schwab June 2000 - Present
Education
Arizona State University 1996 — 2000
BS, Finance
Gina Cameron's Charles Schwab Experience July 1996 - January 2004
Job Senior Loan Specialist at First Priority Financial, Inc.
Industry Real Estate
Experience
Gold Canyon Candle November 2007 - Present
Prudential American Associates June 2005 - Present
First Priority Financial, Inc. August 2007 - June 2010
Digitell Cellular a Verizon Wireless Premium Retailer May 2009 - March 2010
Spectrum Financial Group November 2006 - November 2007
Stearns Lending November 2005 - November 2006
Sebring Capital January 2005 - November 2005
Keller Williams Real Estate December 2003 - June 2005
Charles Schwab July 1996 - January 2004
Dan Schwartz Realty September 2002 - December 2003
Education
Arizona State University 1995 — 1999
B.S., Marketing
Gold Canyon Candle November 2007 - Present
Prudential American Associates June 2005 - Present
First Priority Financial, Inc. August 2007 - June 2010
Digitell Cellular a Verizon Wireless Premium Retailer May 2009 - March 2010
Spectrum Financial Group November 2006 - November 2007
Stearns Lending November 2005 - November 2006
Sebring Capital January 2005 - November 2005
Keller Williams Real Estate December 2003 - June 2005
Charles Schwab July 1996 - January 2004
Dan Schwartz Realty September 2002 - December 2003
Education
Arizona State University 1995 — 1999
B.S., Marketing
Michael Perillo's Charles Schwab Experience August 2010 - Present
Job Tableau Platform Administrator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2010 - Present
Triocom, LLC May 2003 - June 2014
Phoenix Childrens Hospital September 2008 - August 2010
Casino Arizona June 2006 - September 2008
University of Phoenix December 2001 - February 2006
Ensynch 2006 - 2006
TruWest Credit Union 2004 - 2006
Better Online Solutions 1998 - 1999
Skills
Tableau, SharePoint, Business Intelligence, SQL, Microsoft SQL Server, T-SQL, Windows Server, Technical Support, Windows, Crystal Reports, Management, IT Management, Mac OS, Microsoft Office, SQL Report Writing, Computer Repair, PowerPivot, Multimedia
Education
Grand Canyon University
Master of Business Administration (M.B.A.)
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2002 — 2006
Bachelors, e-Business
Arizona State University 1997 — 2001
Multi/Interdisciplinary Studies
Moorpark College 1997 — 1998
Charles Schwab August 2010 - Present
Triocom, LLC May 2003 - June 2014
Phoenix Childrens Hospital September 2008 - August 2010
Casino Arizona June 2006 - September 2008
University of Phoenix December 2001 - February 2006
Ensynch 2006 - 2006
TruWest Credit Union 2004 - 2006
Better Online Solutions 1998 - 1999
Skills
Tableau, SharePoint, Business Intelligence, SQL, Microsoft SQL Server, T-SQL, Windows Server, Technical Support, Windows, Crystal Reports, Management, IT Management, Mac OS, Microsoft Office, SQL Report Writing, Computer Repair, PowerPivot, Multimedia
Education
Grand Canyon University
Master of Business Administration (M.B.A.)
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2002 — 2006
Bachelors, e-Business
Arizona State University 1997 — 2001
Multi/Interdisciplinary Studies
Moorpark College 1997 — 1998
Joseph M Cali, CIMA®'s Charles Schwab Experience 2006 - Present
Job Regional Investment Consultant, Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management December 2006 - Present
Charles Schwab 2006 - Present
Cole Capital 2005 - 2006
ING Funds 2004 - 2005
Skills
Business Development, Relationship Management, Retirement, Investment Management, Series 7, Mutual Funds, Wealth Management, Investments, Series 63, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Equities, Securities, Strategic Financial...
Education
The University of Chicago Booth School of Business 2014 — 2014
Executive Education Program, Investment Management
Arizona State University 1996 — 2000
Bachelor of Science (B.S.), International Finance
Charles Schwab Investment Management December 2006 - Present
Charles Schwab 2006 - Present
Cole Capital 2005 - 2006
ING Funds 2004 - 2005
Skills
Business Development, Relationship Management, Retirement, Investment Management, Series 7, Mutual Funds, Wealth Management, Investments, Series 63, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Equities, Securities, Strategic Financial...
Education
The University of Chicago Booth School of Business 2014 — 2014
Executive Education Program, Investment Management
Arizona State University 1996 — 2000
Bachelor of Science (B.S.), International Finance
Stephen Crowe's Charles Schwab Experience 1998 - 2000
Job Investment Writer / White Paper Specialist
Industry Writing and Editing
Experience
Brazos River Writing Company January 2005 - Present
Cohen & Steers 2002 - 2004
Wechsler Ross & Partners 2000 - 2002
Charles Schwab 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
White Papers, Magazine Articles, Presentations, Brochures, Web Content, RIAs, Defined Contribution, Mutual Funds, Investments, Content Development, Copywriting, Content Strategy, Newsletters, Copy Editing, Financial Services, Thought Leadership, Internal Communications, Corporate Communications, Editorial, Editing
Education
Arizona State University
BA, Humanities
Brazos River Writing Company January 2005 - Present
Cohen & Steers 2002 - 2004
Wechsler Ross & Partners 2000 - 2002
Charles Schwab 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
White Papers, Magazine Articles, Presentations, Brochures, Web Content, RIAs, Defined Contribution, Mutual Funds, Investments, Content Development, Copywriting, Content Strategy, Newsletters, Copy Editing, Financial Services, Thought Leadership, Internal Communications, Corporate Communications, Editorial, Editing
Education
Arizona State University
BA, Humanities
Andrew Goken's Charles Schwab Experience December 2011 - Present
Job Salesforce Admin/Devloper at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2011 - Present
Evans Analytical Group December 2007 - December 2011
White Mountain Labs August 2001 - December 2007
Skills
Reliability, Quality Management, Microsoft Excel, Unix, Program Management, Entrepreneurship, Cross-functional Team..., Product Management, Business Strategy, Testing, Six Sigma, Process Improvement, Management, Microsoft Office, Project Management, Quality Assurance, Leadership, Strategic Planning, Design of Experiments, Business Development, Manufacturing, Semiconductors, Data Analysis, Mergers & Acquisitions, Electronics, Software Development, Product Marketing, Strategy, Product Development, Start-ups, Competitive Analysis
Education
Arizona State University 1999 — 2001
BSE, Industrial Engineering
Kishwaukee College 1993 — 1995
Associate's degree, Pre-Engineering
Shabbona High School
Charles Schwab December 2011 - Present
Evans Analytical Group December 2007 - December 2011
White Mountain Labs August 2001 - December 2007
Skills
Reliability, Quality Management, Microsoft Excel, Unix, Program Management, Entrepreneurship, Cross-functional Team..., Product Management, Business Strategy, Testing, Six Sigma, Process Improvement, Management, Microsoft Office, Project Management, Quality Assurance, Leadership, Strategic Planning, Design of Experiments, Business Development, Manufacturing, Semiconductors, Data Analysis, Mergers & Acquisitions, Electronics, Software Development, Product Marketing, Strategy, Product Development, Start-ups, Competitive Analysis
Education
Arizona State University 1999 — 2001
BSE, Industrial Engineering
Kishwaukee College 1993 — 1995
Associate's degree, Pre-Engineering
Shabbona High School
Nitisha Desai's Charles Schwab Experience February 2010 - August 2010
Job
Industry Information Technology and Services
Experience
Salesforce.com May 2011 - August 2011
Charles Schwab February 2010 - August 2010
Volt Information Sciences September 2008 - May 2009
Freescale Semiconductor June 2008 - August 2008
Freescale Semiconductor May 2007 - August 2007
Skills
Java, SQL, Agile Methodologies, Eclipse, SDLC, Oracle, C#
Education
Carnegie Mellon University 2010 — 2012
M.S.
Arizona State University 2005 — 2009
BS
Salesforce.com May 2011 - August 2011
Charles Schwab February 2010 - August 2010
Volt Information Sciences September 2008 - May 2009
Freescale Semiconductor June 2008 - August 2008
Freescale Semiconductor May 2007 - August 2007
Skills
Java, SQL, Agile Methodologies, Eclipse, SDLC, Oracle, C#
Education
Carnegie Mellon University 2010 — 2012
M.S.
Arizona State University 2005 — 2009
BS
Carl Santiago's Charles Schwab Experience September 2012 - Present
Job Experienced Manager, Administrative Support and Customer Service Representative
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Primo Pizza & Catering August 2010 - March 2012
U.S. Census Bureau April 2010 - July 2010
UPS November 2009 - December 2009
Oscar Einzig October 2007 - October 2008
Legendary Landscapes December 2004 - March 2007
Legendary Landscapes November 2002 - December 2004
Legendary Landscapes July 2002 - November 2002
Skills
Microsoft Office, Mas 90, Outlook, General Office Duties, Switchboard Operator, Postage Meter, Cooking, Email Marketing, Sales, Customer Service, Data Entry, Event Planning, Office Management
Education
Arizona State University
Bachelor of Arts, English Literature
Charles Schwab September 2012 - Present
Primo Pizza & Catering August 2010 - March 2012
U.S. Census Bureau April 2010 - July 2010
UPS November 2009 - December 2009
Oscar Einzig October 2007 - October 2008
Legendary Landscapes December 2004 - March 2007
Legendary Landscapes November 2002 - December 2004
Legendary Landscapes July 2002 - November 2002
Skills
Microsoft Office, Mas 90, Outlook, General Office Duties, Switchboard Operator, Postage Meter, Cooking, Email Marketing, Sales, Customer Service, Data Entry, Event Planning, Office Management
Education
Arizona State University
Bachelor of Arts, English Literature
Barbara Love's Charles Schwab Experience 1997 - 2005
Job Executive Director at Piedmont Language School
Industry Marketing and Advertising
Experience
Piedmont Language School April 2010 - Present
Charles Schwab 1997 - 2005
Schwab 1996 - 2005
GT Global 1996 - 1998
G.T. Global 1996 - 1998
Putnam Investments 1995 - 1996
Education
Arizona State University
BA, Journalism
Piedmont Language School April 2010 - Present
Charles Schwab 1997 - 2005
Schwab 1996 - 2005
GT Global 1996 - 1998
G.T. Global 1996 - 1998
Putnam Investments 1995 - 1996
Education
Arizona State University
BA, Journalism
charles m. vlasic iii's Charles Schwab Experience 1999 - 2000
Job Partner at Reid Rubinstein & Bogatz
Industry Law Practice
Experience
Reid Rubinstein & Bogatz March 2015 - Present
Bogatz Law Group October 2010 - February 2015
Marquis & Aurbach August 2008 - October 2010
ING 2000 - 2001
Charles Schwab 1999 - 2000
Skills
Civil Litigation, Depositions, Commercial Litigation, Litigation, Legal Research, Courts, Trial Practice, Hearings, Document Review, Trials, Employment Law, Corporate Law, Mediation, Arbitration, Appeals, Legal Writing, Administrative Law, Legal Issues, Legal Advice, Construction Law, Personal Injury..., Business Litigation, Pleadings, Personal Injury, Torts, Legal Assistance, Business Transactions, Bankruptcy, Trade Secrets, Creditors' Rights, Product Liability, Alternative Dispute..., Non-compete Agreements, Appellate Practice
Education
Tulane University Law School 2006 — 2008
JD, Law
Arizona State University 2000 — 2004
BA, Political Science
Reid Rubinstein & Bogatz March 2015 - Present
Bogatz Law Group October 2010 - February 2015
Marquis & Aurbach August 2008 - October 2010
ING 2000 - 2001
Charles Schwab 1999 - 2000
Skills
Civil Litigation, Depositions, Commercial Litigation, Litigation, Legal Research, Courts, Trial Practice, Hearings, Document Review, Trials, Employment Law, Corporate Law, Mediation, Arbitration, Appeals, Legal Writing, Administrative Law, Legal Issues, Legal Advice, Construction Law, Personal Injury..., Business Litigation, Pleadings, Personal Injury, Torts, Legal Assistance, Business Transactions, Bankruptcy, Trade Secrets, Creditors' Rights, Product Liability, Alternative Dispute..., Non-compete Agreements, Appellate Practice
Education
Tulane University Law School 2006 — 2008
JD, Law
Arizona State University 2000 — 2004
BA, Political Science
Augustine Saldana's Charles Schwab Experience February 2008 - Present
Job Resolution Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2008 - Present
Voltar Communications May 2006 - September 2007
Education
Arizona State University 2004 — 2005
Masters Business Administration
University of Phoenix 2000 — 2003
BS, Business Administration
Charles Schwab February 2008 - Present
Voltar Communications May 2006 - September 2007
Education
Arizona State University 2004 — 2005
Masters Business Administration
University of Phoenix 2000 — 2003
BS, Business Administration
Bonny Gazinski's Charles Schwab Experience September 2009 - October 2013
Job A new Job
Industry Information Technology and Services
Experience
CGI/, Inc. January 2014 - Present
Charles Schwab September 2009 - October 2013
Nestle 2004 - 2009
PetSmart 1999 - 2004
Arizona Department of Revenue 1988 - 1998
Valley Computers 1985 - 1987
Skills
Cisco Technologies, TCP/IP, DNS, VPN, Switches, Routers, Firewalls, DHCP, Network Design, CCNA, VoIP, Network Administration
Education
South Mountain Community College 2011 — 2012
Arizona State University 1983 — 1985
B.S., Computer Information Systems
CGI/, Inc. January 2014 - Present
Charles Schwab September 2009 - October 2013
Nestle 2004 - 2009
PetSmart 1999 - 2004
Arizona Department of Revenue 1988 - 1998
Valley Computers 1985 - 1987
Skills
Cisco Technologies, TCP/IP, DNS, VPN, Switches, Routers, Firewalls, DHCP, Network Design, CCNA, VoIP, Network Administration
Education
South Mountain Community College 2011 — 2012
Arizona State University 1983 — 1985
B.S., Computer Information Systems
Blake Pellow's Charles Schwab Experience October 2000 - October 2005
Job Allied Hardware & Bolt General Manager
Industry Wholesale
Experience
Allied Hardware & Bolt November 2005 - Present
Charles Schwab October 2000 - October 2005
IKON Technology Services July 1998 - September 2000
MicroAge August 1996 - June 1998
The Buttes Resort June 1992 - December 1995
Skills
Entrepreneurship, Marketing, Strategic Planning, Team Building, Customer Service, Management, Sales Management, New Business Development
Education
Arizona State University 1988 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Allied Hardware & Bolt November 2005 - Present
Charles Schwab October 2000 - October 2005
IKON Technology Services July 1998 - September 2000
MicroAge August 1996 - June 1998
The Buttes Resort June 1992 - December 1995
Skills
Entrepreneurship, Marketing, Strategic Planning, Team Building, Customer Service, Management, Sales Management, New Business Development
Education
Arizona State University 1988 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Ann Marie Garber's Charles Schwab Experience August 2006 - April 2007
Job Attorney at Haven Law Office, LLC
Industry Law Practice
Experience
Haven Law Office, LLC December 2014 - Present
State of Alaska - Department of Law November 2010 - March 2014
Arizona Attorney General's Office August 2009 - November 2009
Arizona Court of Appeals June 2008 - August 2008
Charles Schwab August 2006 - April 2007
MetLife Financial Services 2005 - 2006
Pegasus Solutions January 2000 - August 2004
Skills
Criminal Law, Legal Issues, Legal Research, Legal Writing, Team Leadership, Appeals, Customer Service, Trials, Legal Assistance, Westlaw, Public Speaking, Litigation, Civil Litigation, Depositions, Mediation, Wills, Hearings, Arbitration, Policy, Courts
Education
Arizona Summit Law School 2008 — 2010
JD
Arizona State University 2006 — 2008
Bachelor's degree, Psychology
Haven Law Office, LLC December 2014 - Present
State of Alaska - Department of Law November 2010 - March 2014
Arizona Attorney General's Office August 2009 - November 2009
Arizona Court of Appeals June 2008 - August 2008
Charles Schwab August 2006 - April 2007
MetLife Financial Services 2005 - 2006
Pegasus Solutions January 2000 - August 2004
Skills
Criminal Law, Legal Issues, Legal Research, Legal Writing, Team Leadership, Appeals, Customer Service, Trials, Legal Assistance, Westlaw, Public Speaking, Litigation, Civil Litigation, Depositions, Mediation, Wills, Hearings, Arbitration, Policy, Courts
Education
Arizona Summit Law School 2008 — 2010
JD
Arizona State University 2006 — 2008
Bachelor's degree, Psychology
Benjamin Bingham's Charles Schwab Experience September 2015 - Present
Job Managing Director at Charles Schwab
Industry Utilities
Experience
Charles Schwab September 2015 - Present
Charles Schwab December 2013 - Present
Salt River Project 2007 - Present
DHL April 2006 - June 2007
Iridium 2000 - 2005
Skills
Integration, Troubleshooting, Cisco Technologies, Computer Security, Networking, Disaster Recovery, Enterprise Software, Routers, Program Management, Project Management, Checkpoint, Cisco Routers, Computer Forensics, Data Center, EIGRP, Firewalls, Governance, Juniper, Network Security, Perl, Security, Solaris, Switches, Unix, VPN, Windows, BGP, Business Analysis
Education
Arizona State University 1993 — 2000
Bachelor of Science and Engineering, Engineering
Charles Schwab September 2015 - Present
Charles Schwab December 2013 - Present
Salt River Project 2007 - Present
DHL April 2006 - June 2007
Iridium 2000 - 2005
Skills
Integration, Troubleshooting, Cisco Technologies, Computer Security, Networking, Disaster Recovery, Enterprise Software, Routers, Program Management, Project Management, Checkpoint, Cisco Routers, Computer Forensics, Data Center, EIGRP, Firewalls, Governance, Juniper, Network Security, Perl, Security, Solaris, Switches, Unix, VPN, Windows, BGP, Business Analysis
Education
Arizona State University 1993 — 2000
Bachelor of Science and Engineering, Engineering
Bonnie Carroll's Charles Schwab Experience May 2006 - January 2014
Job Passed February 2015 AZ Bar Exam
Industry Legal Services
Experience
Arizona Summit Law School September 2014 - December 2014
Never Again Foundation January 2014 - March 2014
Charles Schwab May 2006 - January 2014
R & L Stoneworks 2005 - 2006
JPMorgan Chase 2003 - 2005
AT&T 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Marketing, Sales, 401k, Legal Research, Investments, Software Documentation, Insurance, Finance, Relationship Management, Management, Legal Writing, Direct Client..., Client Intake, Mediation, Securities, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Research
Education
Arizona Summit Law School (formerly Phoenix School of Law) 2010 — 2014
Juris Doctorate, Law
Arizona State University 2005 — 2007
Bachelor, Finance
Arizona Summit Law School September 2014 - December 2014
Never Again Foundation January 2014 - March 2014
Charles Schwab May 2006 - January 2014
R & L Stoneworks 2005 - 2006
JPMorgan Chase 2003 - 2005
AT&T 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Marketing, Sales, 401k, Legal Research, Investments, Software Documentation, Insurance, Finance, Relationship Management, Management, Legal Writing, Direct Client..., Client Intake, Mediation, Securities, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Research
Education
Arizona Summit Law School (formerly Phoenix School of Law) 2010 — 2014
Juris Doctorate, Law
Arizona State University 2005 — 2007
Bachelor, Finance
Pratik Kasat's Charles Schwab Experience June 2014 - August 2014
Job Graduate Student at Arizona State University
Industry Computer Software
Experience
American Express July 2015 - Present
TAG Employer Services August 2014 - January 2015
Charles Schwab June 2014 - August 2014
College of Technology and Innovation February 2014 - May 2014
Skills
C++, Microsoft Office, Java, HTML, PHP, Android, Visual Basic, SQL, C, Programming, Testing, Software Development, JavaScript, Python, Matlab, HTML 5, MySQL, Web Development, CSS, Web Applications, Eclipse, Agile Methodologies, Linux, jQuery, Core Java, C#, XML, Windows, JSON, JSP, Cloud Computing, Databases, ASP.NET, Mobile Applications, Visual Studio, SharePoint, Microsoft Excel, Data Structures, Git, REST, OOP, Design Patterns, Algorithms, HTML5
Education
Arizona State University 2013 — 2015
Master of Science (MS), Computer Science, GPA: 3.4
St.Francis Institute Of Technology 2010 — 2013
Bachelor of Engineering (B.E.), Computer Engineering, GPA: 3.5
Thakur Polytechnic 2007 — 2010
Diploma in Computer Engineering, Computer Engineering, GPA: 4.0
American Express July 2015 - Present
TAG Employer Services August 2014 - January 2015
Charles Schwab June 2014 - August 2014
College of Technology and Innovation February 2014 - May 2014
Skills
C++, Microsoft Office, Java, HTML, PHP, Android, Visual Basic, SQL, C, Programming, Testing, Software Development, JavaScript, Python, Matlab, HTML 5, MySQL, Web Development, CSS, Web Applications, Eclipse, Agile Methodologies, Linux, jQuery, Core Java, C#, XML, Windows, JSON, JSP, Cloud Computing, Databases, ASP.NET, Mobile Applications, Visual Studio, SharePoint, Microsoft Excel, Data Structures, Git, REST, OOP, Design Patterns, Algorithms, HTML5
Education
Arizona State University 2013 — 2015
Master of Science (MS), Computer Science, GPA: 3.4
St.Francis Institute Of Technology 2010 — 2013
Bachelor of Engineering (B.E.), Computer Engineering, GPA: 3.5
Thakur Polytechnic 2007 — 2010
Diploma in Computer Engineering, Computer Engineering, GPA: 4.0
Brittany Keene's Charles Schwab Experience May 2010 - Present
Job Asset Management Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2010 - Present
Charles Schwab February 2008 - May 2010
Countrywide Mortgage Services January 2006 - December 2006
CheckFree Investment Services January 2005 - December 2005
Education
University of Phoenix 2009 — 2010
MBA, Business
Arizona State University 2003 — 2008
Bachelors of Arts, Sociology
Charles Schwab May 2010 - Present
Charles Schwab February 2008 - May 2010
Countrywide Mortgage Services January 2006 - December 2006
CheckFree Investment Services January 2005 - December 2005
Education
University of Phoenix 2009 — 2010
MBA, Business
Arizona State University 2003 — 2008
Bachelors of Arts, Sociology
Stephen Wiebelhaus's Charles Schwab Experience September 2012 - Present
Job information security analyst/developer
Industry Information Technology and Services
Experience
Charles Schwab September 2012 - Present
TEK Systems February 2011 - September 2012
Paloma Community Church October 2008 - September 2010
Telesoft Corp. July 2007 - January 2009
MultiEdit Software July 2006 - July 2007
Chase Bank May 2006 - July 2006
Arizona State University June 2004 - January 2006
Radio Shack 1997 - 2004
Skills
Large-scale Data..., Security, Microsoft SQL Server, SSIS, PostgreSQL, Cyber Security, Security Intelligence, Metrics Reporting, Lavastorm LAE, Security Operations, Visio, Networking, Software Documentation, Testing, SDLC, Leadership, Databases, SQL, HTML, Training, JavaScript, Java, Software Development, Agile Methodologies, Enterprise Architecture, Software Installation, Web Development, Project Management, Team Leadership, Time Management, CSS, Technical Support, Project Planning, Website Development, Web Design, Sales, Technical Writing
Education
Arizona State University 2002 — 2007
BS, Computer Science
Charles Schwab September 2012 - Present
TEK Systems February 2011 - September 2012
Paloma Community Church October 2008 - September 2010
Telesoft Corp. July 2007 - January 2009
MultiEdit Software July 2006 - July 2007
Chase Bank May 2006 - July 2006
Arizona State University June 2004 - January 2006
Radio Shack 1997 - 2004
Skills
Large-scale Data..., Security, Microsoft SQL Server, SSIS, PostgreSQL, Cyber Security, Security Intelligence, Metrics Reporting, Lavastorm LAE, Security Operations, Visio, Networking, Software Documentation, Testing, SDLC, Leadership, Databases, SQL, HTML, Training, JavaScript, Java, Software Development, Agile Methodologies, Enterprise Architecture, Software Installation, Web Development, Project Management, Team Leadership, Time Management, CSS, Technical Support, Project Planning, Website Development, Web Design, Sales, Technical Writing
Education
Arizona State University 2002 — 2007
BS, Computer Science
Charlene Laney's Charles Schwab Experience October 2014 - Present
Job Financial Service Professional at Charles Schwab
Industry Translation and Localization
Experience
Charles Schwab October 2014 - Present
Desert Botanical Garden September 2013 - Present
Chase 2011 - 2013
Ryan Companies US, Inc. 2011 - 2011
ADL 2006 - 2009
Education
Sichuan University 2013 — 2013
Mandarin Chinese
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Human Communication, Mandarin Chinese
Tsinghua University 2012 — 2012
Renmin University of China 2010 — 2010
Charles Schwab October 2014 - Present
Desert Botanical Garden September 2013 - Present
Chase 2011 - 2013
Ryan Companies US, Inc. 2011 - 2011
ADL 2006 - 2009
Education
Sichuan University 2013 — 2013
Mandarin Chinese
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Human Communication, Mandarin Chinese
Tsinghua University 2012 — 2012
Renmin University of China 2010 — 2010
Taryn Pratt's Charles Schwab Experience July 2012 - February 2014
Job Community Manager at Stack Exchange
Industry Financial Services
Experience
Stack Overflow June 2015 - Present
Apriva February 2014 - June 2015
Charles Schwab July 2012 - February 2014
Charles Schwab December 2007 - July 2012
Institute for Supply Management October 2004 - November 2007
Institute for Supply Management October 2002 - October 2004
Skills
SQL, Microsoft SQL Server, SSRS, T-SQL, .NET, Database Design, C#, Agile Methodologies, SSIS, HTML, TFS, ASP, Databases, Visual Studio, LINQ, CSS, Oracle SQL Developer, ColdFusion, VBA, Oracle SQL, Pivot, Scrum, SDLC, Web Development
Education
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Justice Studies
Case Western Reserve University 1993 — 1994
Stack Overflow June 2015 - Present
Apriva February 2014 - June 2015
Charles Schwab July 2012 - February 2014
Charles Schwab December 2007 - July 2012
Institute for Supply Management October 2004 - November 2007
Institute for Supply Management October 2002 - October 2004
Skills
SQL, Microsoft SQL Server, SSRS, T-SQL, .NET, Database Design, C#, Agile Methodologies, SSIS, HTML, TFS, ASP, Databases, Visual Studio, LINQ, CSS, Oracle SQL Developer, ColdFusion, VBA, Oracle SQL, Pivot, Scrum, SDLC, Web Development
Education
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Justice Studies
Case Western Reserve University 1993 — 1994
Bruce Mattingly's Charles Schwab Experience February 2000 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab February 2000 - June 2010
Education
Arizona State University
Bachelor of Science (B.S.), Business Administration - Accounting
Charles Schwab February 2000 - June 2010
Education
Arizona State University
Bachelor of Science (B.S.), Business Administration - Accounting
Anne Cortland-Wald's Charles Schwab Experience July 2000 - December 2000
Job
Industry Nonprofit Organization Management
Experience
The Welcome to America Project 2015 - 2015
The Welcome to America Project October 2014 - December 2014
Cornerstone Industry Inc November 2001 - December 2003
Computer Technology Services, Inc February 2001 - October 2001
Charles Schwab July 2000 - December 2000
Avnet May 1999 - July 2000
Skills
Teaching, PowerPoint, English, Research, Outlook, Photoshop, Public Speaking, Microsoft Excel, Microsoft Word, Budgets, Hootsuite, Nonprofits, Social Media, Strategic Planning, Fundraising, Newsletter Production, WordPress
Education
Defense Language Institute 2007 — 2008
Diploma-Modern Standard Arabic, Modern Standard Arabic
Arizona State University 1997 — 1999
Master of Education (MEd), Educational Technology
State University of New York College at Purchase 1990 — 1995
Bachelor of Fine Arts (BFA), Painting and Sculpture
The Welcome to America Project 2015 - 2015
The Welcome to America Project October 2014 - December 2014
Cornerstone Industry Inc November 2001 - December 2003
Computer Technology Services, Inc February 2001 - October 2001
Charles Schwab July 2000 - December 2000
Avnet May 1999 - July 2000
Skills
Teaching, PowerPoint, English, Research, Outlook, Photoshop, Public Speaking, Microsoft Excel, Microsoft Word, Budgets, Hootsuite, Nonprofits, Social Media, Strategic Planning, Fundraising, Newsletter Production, WordPress
Education
Defense Language Institute 2007 — 2008
Diploma-Modern Standard Arabic, Modern Standard Arabic
Arizona State University 1997 — 1999
Master of Education (MEd), Educational Technology
State University of New York College at Purchase 1990 — 1995
Bachelor of Fine Arts (BFA), Painting and Sculpture
Brianna Rudow's Charles Schwab Experience November 2010 - November 2011
Job Software Developer at 360 Vantage
Industry Information Technology and Services
Experience
360 Vantage November 2011 - Present
Charles Schwab November 2010 - November 2011
Skills
Force.com, Salesforce.com
Education
Arizona State University 2006 — 2011
BS, Computer Science
360 Vantage November 2011 - Present
Charles Schwab November 2010 - November 2011
Skills
Force.com, Salesforce.com
Education
Arizona State University 2006 — 2011
BS, Computer Science
Chance Cabanillas's Charles Schwab Experience August 2013 - Present
Job Specialist Options Ops, Purchase and Sales at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Charles Schwab August 2011 - August 2013
Charles Schwab March 2011 - August 2011
Charles Schwab August 2010 - March 2011
Skills
Series 7, Series 63, Investments, Mutual Funds, Securities, Equities, Financial Analysis, Finance, Trading, Wealth Management, Asset Allocation, Portfolio Management, Retirement Planning, Asset Management, Financial Services, Financial Planning, Investment Advisory, Fixed Income, Investment Strategies
Education
Arizona State University 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
CFA Institute
CAIA
Charles Schwab August 2013 - Present
Charles Schwab August 2011 - August 2013
Charles Schwab March 2011 - August 2011
Charles Schwab August 2010 - March 2011
Skills
Series 7, Series 63, Investments, Mutual Funds, Securities, Equities, Financial Analysis, Finance, Trading, Wealth Management, Asset Allocation, Portfolio Management, Retirement Planning, Asset Management, Financial Services, Financial Planning, Investment Advisory, Fixed Income, Investment Strategies
Education
Arizona State University 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
CFA Institute
CAIA
Aubrey Fox's Charles Schwab Experience August 2005 - March 2006
Job Academic Success Specialist at Arizona State University
Industry Higher Education
Experience
Arizona State University May 2014 - Present
Victoria's Secret April 2013 - Present
Rio Salado College September 2013 - May 2014
Mesa Community College April 2012 - August 2013
EMF Broadcasting October 2010 - February 2012
University of Phoenix June 2007 - October 2010
VAS Communications, Phoenix March 2006 - June 2007
Chili's June 2005 - September 2006
Charles Schwab August 2005 - March 2006
EB Lane January 2005 - May 2005
Skills
Facebook, Public Relations, Social Media, Press Releases, Public Speaking, Event Planning, Email Marketing, Nonprofits, Marketing, Recruiting, Copywriting, Media Relations, Newsletters, Research, Editing, Customer Service, Advertising, Budgets, Community Outreach, Social Media Marketing, Social Networking, Higher Education, PowerPoint, Microsoft Office, Marketing Communications, Sales, Volunteer Management, Event Management, Creative Writing, Student Affairs, Academic Advising, Community Colleges, Universities, Fundraising, Interviews
Education
Arizona State University 2003 — 2005
Bachelor of Arts degree, Journalism and Mass Communication; Strategic Media & Public Relations
Cochise College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Arizona State University May 2014 - Present
Victoria's Secret April 2013 - Present
Rio Salado College September 2013 - May 2014
Mesa Community College April 2012 - August 2013
EMF Broadcasting October 2010 - February 2012
University of Phoenix June 2007 - October 2010
VAS Communications, Phoenix March 2006 - June 2007
Chili's June 2005 - September 2006
Charles Schwab August 2005 - March 2006
EB Lane January 2005 - May 2005
Skills
Facebook, Public Relations, Social Media, Press Releases, Public Speaking, Event Planning, Email Marketing, Nonprofits, Marketing, Recruiting, Copywriting, Media Relations, Newsletters, Research, Editing, Customer Service, Advertising, Budgets, Community Outreach, Social Media Marketing, Social Networking, Higher Education, PowerPoint, Microsoft Office, Marketing Communications, Sales, Volunteer Management, Event Management, Creative Writing, Student Affairs, Academic Advising, Community Colleges, Universities, Fundraising, Interviews
Education
Arizona State University 2003 — 2005
Bachelor of Arts degree, Journalism and Mass Communication; Strategic Media & Public Relations
Cochise College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Alicia Curran's Charles Schwab Experience November 2012 - Present
Job Client Banking Specialist
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Deer Valley Unified School District 2007 - 2010
Madison School District August 2003 - July 2007
Allergy, Asthma & Immunology Associates 1999 - 2002
Education
University of Phoenix 2002 — 2003
Master of Education (MEd), Elementary Education and Teaching
Arizona State University 1996 — 1998
Bachelor of Science (BS), Speech and Hearing Science
Charles Schwab November 2012 - Present
Deer Valley Unified School District 2007 - 2010
Madison School District August 2003 - July 2007
Allergy, Asthma & Immunology Associates 1999 - 2002
Education
University of Phoenix 2002 — 2003
Master of Education (MEd), Elementary Education and Teaching
Arizona State University 1996 — 1998
Bachelor of Science (BS), Speech and Hearing Science
Adrian Schultz's Charles Schwab Experience November 2010 - June 2012
Job Registered Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Charles Schwab November 2010 - June 2012
Skills
Series 63, Wealth Management, Banking, Series 6, Life Insurance, Finance, Sales
Education
Arizona State University 2007 — 2009
Bachelor's degree, Business and Communications
Scottsdale Community College 2004 — 2006
Associate's degree, Business
Wells Fargo Advisors August 2012 - Present
Charles Schwab November 2010 - June 2012
Skills
Series 63, Wealth Management, Banking, Series 6, Life Insurance, Finance, Sales
Education
Arizona State University 2007 — 2009
Bachelor's degree, Business and Communications
Scottsdale Community College 2004 — 2006
Associate's degree, Business
Andrea Furman's Charles Schwab Experience April 2003 - Present
Job Trade Liaison at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2003 - Present
Skills
Foreign Equity Trading
Education
Arizona State University
Charles Schwab April 2003 - Present
Skills
Foreign Equity Trading
Education
Arizona State University
Andrew Asendorf's Charles Schwab Experience 1996 - November 2013
Job Vice President Investments at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation November 2013 - Present
Charles Schwab 1996 - November 2013
Skills
Investment Advisory, Retirement Planning, 401k Rollovers, Stock Picking
Education
Arizona State University 1989 — 2003
Bachelor's Degree, W.P. Carey School of Business
Central High School PHX, AZ. 1982 — 1985
First Financial Equity Corporation November 2013 - Present
Charles Schwab 1996 - November 2013
Skills
Investment Advisory, Retirement Planning, 401k Rollovers, Stock Picking
Education
Arizona State University 1989 — 2003
Bachelor's Degree, W.P. Carey School of Business
Central High School PHX, AZ. 1982 — 1985
Scott Dickens's Charles Schwab Experience July 2011 - Present
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Glendale Elementary School District January 2011 - July 2011
Skills
FINRA, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Leadership, Research, Financial Analysis, Social Media
Education
Arizona State University 2010 — 2011
Bachelor of Arts (B.A.), European History, 3.47 GPA
Arizona State University 2008 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Glendale Community College 2005 — 2008
Associate of Arts (A.A.), Political Science and Government, 3.34 GPA
Charles Schwab July 2011 - Present
Glendale Elementary School District January 2011 - July 2011
Skills
FINRA, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Leadership, Research, Financial Analysis, Social Media
Education
Arizona State University 2010 — 2011
Bachelor of Arts (B.A.), European History, 3.47 GPA
Arizona State University 2008 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Glendale Community College 2005 — 2008
Associate of Arts (A.A.), Political Science and Government, 3.34 GPA
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank