Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.
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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
Matthew Lybarger Matthew Lybarger's Charles Schwab Experience March 2015 - Present
Job Registered Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - Present
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Finance, Business Management, Human Resource Management, & International Studies, Minor: Economics
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - Present
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Finance, Business Management, Human Resource Management, & International Studies, Minor: Economics
Mark W. Crane's Charles Schwab Experience July 2013 - July 2014
Job Wealth Management Advisor
Industry Investment Management
Experience
Charles Schwab July 2013 - July 2014
Charles Schwab June 2010 - July 2013
Prudential Financial August 2008 - September 2009
3M July 1986 - December 2006
Skills
Establishing Client..., Risk Assessment, Client Coaching, Financial..., Market Analysis, Closing the Client, Articulating Enthusiasm..., Follow-through Skills, Investment Strategy, Convey Confidence, College/Estate/Retiremen..., Cold Calling, New Business Development, Creative Problem Solving, Microsoft Office, Investment Strategies
Education
Indiana University Bloomington 1979 — 1983
Bachelor's Degree, Bachelor of Science, Quantitative Business Analysis, 3.52
Charles Schwab July 2013 - July 2014
Charles Schwab June 2010 - July 2013
Prudential Financial August 2008 - September 2009
3M July 1986 - December 2006
Skills
Establishing Client..., Risk Assessment, Client Coaching, Financial..., Market Analysis, Closing the Client, Articulating Enthusiasm..., Follow-through Skills, Investment Strategy, Convey Confidence, College/Estate/Retiremen..., Cold Calling, New Business Development, Creative Problem Solving, Microsoft Office, Investment Strategies
Education
Indiana University Bloomington 1979 — 1983
Bachelor's Degree, Bachelor of Science, Quantitative Business Analysis, 3.52
David Becker, CFA's Charles Schwab Experience March 2014 - Present
Job FINANCE PROFESSIONAL
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab & Co., Inc. August 2008 - February 2014
Charles Schwab & Co., Inc. October 2005 - August 2008
Charles Schwab & Co., Inc. May 2000 - October 2005
Charles Schwab & Co., Inc. March 1999 - May 2000
National Semiconductor Corporation July 1995 - April 1998
Skills
Investments, Portfolio Management, Business Development, Cash Management, Fixed Income, Collateral Management, Settlement, Treasury Management, Risk Management, Interest Rate Risk..., Business Analysis, Financial Modeling
Education
Indiana University Bloomington 1991 — 1995
B.S. Business, Finance, General
Naperville North
Charles Schwab March 2014 - Present
Charles Schwab & Co., Inc. August 2008 - February 2014
Charles Schwab & Co., Inc. October 2005 - August 2008
Charles Schwab & Co., Inc. May 2000 - October 2005
Charles Schwab & Co., Inc. March 1999 - May 2000
National Semiconductor Corporation July 1995 - April 1998
Skills
Investments, Portfolio Management, Business Development, Cash Management, Fixed Income, Collateral Management, Settlement, Treasury Management, Risk Management, Interest Rate Risk..., Business Analysis, Financial Modeling
Education
Indiana University Bloomington 1991 — 1995
B.S. Business, Finance, General
Naperville North
Charlie Hatt Charlie Hatt's Charles Schwab Experience January 2015 - Present
Job Associate Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Kelley School of Business Indianapolis August 2012 - December 2014
US Army December 1998 - July 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Train the Trainer, Mentoring, Sales Management, Employee Training, Customer Service, Military Experience, Military Operations, Time Management
Education
Indiana University - Kelley School of Business 2012 — 2014
Bachelor of Science (B.S.), Business, Finance
Ivy Tech Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Charles Schwab January 2015 - Present
Kelley School of Business Indianapolis August 2012 - December 2014
US Army December 1998 - July 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Train the Trainer, Mentoring, Sales Management, Employee Training, Customer Service, Military Experience, Military Operations, Time Management
Education
Indiana University - Kelley School of Business 2012 — 2014
Bachelor of Science (B.S.), Business, Finance
Ivy Tech Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Carl Farmer, MBA's Charles Schwab Experience February 1991 - May 1999
Job Manheim Kenly NC Auto Auction
Industry Automotive
Experience
Manheim Kenly Auto Auction November 2014 - Present
Nextgearcapital February 2013 - November 2014
Farmers Benefit Solutions May 2007 - January 2013
NCUA July 2010 - February 2011
Greatwide Logistics Services January 2009 - June 2009
Benicorp Insurance Company February 2001 - May 2007
Charles Schwab February 1991 - May 1999
US Army June 1976 - June 1980
Skills
Financial Services, Team Building, Series 7, Fixed Annuities, New Business Development, Strategic Planning, Life Insurance, Medicare, Insurance
Education
Indiana Institute of Technology 1999 — 2000
MBA, Business Administration and Management, General
University of Notre Dame 1998 — 1999
Studies, Economics
Indiana Institute of Technology 1993 — 1996
BSBA, Management
Manheim Kenly Auto Auction November 2014 - Present
Nextgearcapital February 2013 - November 2014
Farmers Benefit Solutions May 2007 - January 2013
NCUA July 2010 - February 2011
Greatwide Logistics Services January 2009 - June 2009
Benicorp Insurance Company February 2001 - May 2007
Charles Schwab February 1991 - May 1999
US Army June 1976 - June 1980
Skills
Financial Services, Team Building, Series 7, Fixed Annuities, New Business Development, Strategic Planning, Life Insurance, Medicare, Insurance
Education
Indiana Institute of Technology 1999 — 2000
MBA, Business Administration and Management, General
University of Notre Dame 1998 — 1999
Studies, Economics
Indiana Institute of Technology 1993 — 1996
BSBA, Management
Crystal Dixon's Charles Schwab Experience October 2003 - November 2005
Job CoHost at Radio Next, Community Outreach Specialist, Event Director, Entrepreneur...
Industry Events Services
Experience
Radio Next November 2012 - Present
IBE- Indianapolis Chapter 2008 - Present
Evolution Events, LLC July 2005 - Present
Starbucks April 2005 - November 2011
Kreative SOULtionz 2009 - 2011
Charles Schwab October 2003 - November 2005
Skills
Promotions, Event Management, Fundraising, Events, Event Planning, Public Relations, Entrepreneurship..., Small Business, Social Networking, Leadership Development, Marketing Strategy, Business Net, Online Marketing, Public Speaking, Press Releases, Social Media Marketing, Marketing, Entertainment, Nonprofits, Advertising, Strategic Planning, Budgets, Team Building, Training, Customer Service, Management, Social Media, Time Management, Program Management, Facebook, Hospitality, Corporate Events, Sponsorship, Email Marketing, Music, Leadership, Blogging, Sales, Media Relations, Editing, Trade Shows, Newsletters, Volunteer Management, Publicity, Online Advertising, Copywriting, Fashion, Strategic Communications, Entrepreneurship, Community Outreach
Education
Martin University 1991 — 1996
B.S, Computer Technology, Business Administration
Indiana Institute of Technology
M.B.A, Marketing/Event Management
Indiana Wesleyan University
Associates, Business Managment/Leadership
Radio Next November 2012 - Present
IBE- Indianapolis Chapter 2008 - Present
Evolution Events, LLC July 2005 - Present
Starbucks April 2005 - November 2011
Kreative SOULtionz 2009 - 2011
Charles Schwab October 2003 - November 2005
Skills
Promotions, Event Management, Fundraising, Events, Event Planning, Public Relations, Entrepreneurship..., Small Business, Social Networking, Leadership Development, Marketing Strategy, Business Net, Online Marketing, Public Speaking, Press Releases, Social Media Marketing, Marketing, Entertainment, Nonprofits, Advertising, Strategic Planning, Budgets, Team Building, Training, Customer Service, Management, Social Media, Time Management, Program Management, Facebook, Hospitality, Corporate Events, Sponsorship, Email Marketing, Music, Leadership, Blogging, Sales, Media Relations, Editing, Trade Shows, Newsletters, Volunteer Management, Publicity, Online Advertising, Copywriting, Fashion, Strategic Communications, Entrepreneurship, Community Outreach
Education
Martin University 1991 — 1996
B.S, Computer Technology, Business Administration
Indiana Institute of Technology
M.B.A, Marketing/Event Management
Indiana Wesleyan University
Associates, Business Managment/Leadership
Matthew Uhls's Charles Schwab Experience September 2011 - February 2013
Job Staff at EY
Industry Accounting
Experience
EY January 2015 - Present
PolicyStat March 2013 - December 2014
EY January 2014 - March 2014
Charles Schwab September 2011 - February 2013
Finch's Brasserie February 2010 - April 2011
Indiana University October 2007 - August 2010
Northwestern Mutual Financial Network May 2010 - July 2010
Encon, Inc January 2007 - August 2009
Skills
Series 7, SPSS, Series 63, Critical Thinking, Insurance, Public Speaking, Financial Analysis, Research, Customer Service, Fundraising, Investments, Data Analysis
Education
Indiana University-Purdue University at Indianapolis 2012 — 2014
Master of Science, Accounting
Indiana University Bloomington 2007 — 2011
BA, Classical Studies, LAMP
EY January 2015 - Present
PolicyStat March 2013 - December 2014
EY January 2014 - March 2014
Charles Schwab September 2011 - February 2013
Finch's Brasserie February 2010 - April 2011
Indiana University October 2007 - August 2010
Northwestern Mutual Financial Network May 2010 - July 2010
Encon, Inc January 2007 - August 2009
Skills
Series 7, SPSS, Series 63, Critical Thinking, Insurance, Public Speaking, Financial Analysis, Research, Customer Service, Fundraising, Investments, Data Analysis
Education
Indiana University-Purdue University at Indianapolis 2012 — 2014
Master of Science, Accounting
Indiana University Bloomington 2007 — 2011
BA, Classical Studies, LAMP
Michelle Shea's Charles Schwab Experience July 2014 - Present
Job Talent Advisor (Recruiter) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab March 2013 - July 2014
Charles Schwab January 2011 - March 2013
Sapphire Technologies June 2010 - January 2011
Security 2 July 2009 - June 2010
Cummins Inc June 2008 - December 2008
Cummins Inc July 2007 - June 2008
Skills
Talent Acquisition, Applicant Tracking..., Sourcing, Recruiting, Human Resources, Financial Services, Strategic Sourcing, Job Fairs, Internet Recruiting, Contract Recruitment, Taleo, Event Planning, Vendor Relationships, Diversity & Inclusion, SEO, Metrics Reporting, Job Opportunities, Collateral Management, Data-driven, Job Board Management, Talent Management, Screening, Program Management, College Recruiting
Education
Indiana State University 2004 — 2006
Charles Schwab July 2014 - Present
Charles Schwab March 2013 - July 2014
Charles Schwab January 2011 - March 2013
Sapphire Technologies June 2010 - January 2011
Security 2 July 2009 - June 2010
Cummins Inc June 2008 - December 2008
Cummins Inc July 2007 - June 2008
Skills
Talent Acquisition, Applicant Tracking..., Sourcing, Recruiting, Human Resources, Financial Services, Strategic Sourcing, Job Fairs, Internet Recruiting, Contract Recruitment, Taleo, Event Planning, Vendor Relationships, Diversity & Inclusion, SEO, Metrics Reporting, Job Opportunities, Collateral Management, Data-driven, Job Board Management, Talent Management, Screening, Program Management, College Recruiting
Education
Indiana State University 2004 — 2006
Angie Pitt's Charles Schwab Experience October 2009 - March 2014
Job Tax Accountant
Industry Accounting
Experience
Finish Line August 2014 - Present
Charles Schwab October 2009 - March 2014
Fifth Third Bank April 2008 - October 2009
JPMorgan Chase November 2006 - April 2008
HSBC March 2005 - September 2006
Skills
Series 7, Securities, Financial Services, Series 63, Banking, Microsoft Excel, Mortgage Lending, Accounting, Customer Service
Education
Indiana Institute of Technology 2014 — 2015
MBA, Accounting
Indiana Institute of Technology 2008 — 2013
Bachelor of Science (BS), Accounting
Finish Line August 2014 - Present
Charles Schwab October 2009 - March 2014
Fifth Third Bank April 2008 - October 2009
JPMorgan Chase November 2006 - April 2008
HSBC March 2005 - September 2006
Skills
Series 7, Securities, Financial Services, Series 63, Banking, Microsoft Excel, Mortgage Lending, Accounting, Customer Service
Education
Indiana Institute of Technology 2014 — 2015
MBA, Accounting
Indiana Institute of Technology 2008 — 2013
Bachelor of Science (BS), Accounting
Stephen Kessler MBA's Charles Schwab Experience August 2013 - June 2015
Job Staff Accountant at Enterprise Holdings
Industry Accounting
Experience
Enterprise Holdings June 2015 - Present
Charles Schwab August 2013 - June 2015
Indiana State University August 2011 - July 2013
Best Buy October 2010 - August 2011
SurePoint Advisors May 2010 - October 2010
Skills
Financial Analysis, Budgets, Accounting, Time Management, Finance, Microsoft Excel, Business Analysis, Research, Strategic Planning, Customer Service, Public Speaking, Access
Education
Indiana State University 2011 — 2013
Master of Business Admin., Finance, 3.8
Indiana State University 2005 — 2010
Bachelor's degree, Business Administration and Management, General
Enterprise Holdings June 2015 - Present
Charles Schwab August 2013 - June 2015
Indiana State University August 2011 - July 2013
Best Buy October 2010 - August 2011
SurePoint Advisors May 2010 - October 2010
Skills
Financial Analysis, Budgets, Accounting, Time Management, Finance, Microsoft Excel, Business Analysis, Research, Strategic Planning, Customer Service, Public Speaking, Access
Education
Indiana State University 2011 — 2013
Master of Business Admin., Finance, 3.8
Indiana State University 2005 — 2010
Bachelor's degree, Business Administration and Management, General
Paresh Kamdar, CFP®'s Charles Schwab Experience 2000 - 2007
Job Wealth Manager and Investment Consultant
Industry Financial Services
Experience
Merriman, LLC 2007 - Present
Charles Schwab 2000 - 2007
H&R Block Financial Advisors 1994 - 2000
Skills
Investments, Asset Allocation, Wealth Management..., Mutual Funds, Portfolio Management
Education
Indiana University Bloomington 1990 — 1993
Bachelor of Arts (B.A.), Finance
Merriman, LLC 2007 - Present
Charles Schwab 2000 - 2007
H&R Block Financial Advisors 1994 - 2000
Skills
Investments, Asset Allocation, Wealth Management..., Mutual Funds, Portfolio Management
Education
Indiana University Bloomington 1990 — 1993
Bachelor of Arts (B.A.), Finance
John Monfreda, CFP®'s Charles Schwab Experience 2006 - Present
Job Senior Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2006 - Present
Education
Indiana University Bloomington
Charles Schwab 2006 - Present
Education
Indiana University Bloomington
Michael M. Houlihan's Charles Schwab Experience December 2010 - November 2011
Job Senior Actuarial Consultant at Aetna
Industry Hospital & Health Care
Experience
Aetna December 2014 - Present
Catamaran December 2013 - December 2014
Catamaran December 2011 - December 2013
Charles Schwab December 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2010
Alpha Gamma Delta November 2009 - May 2010
Sycamore Hills Golf Club May 2001 - August 2009
Stifel Nicolaus June 2008 - August 2008
Alpha Omicron Pi August 2007 - December 2007
Sycamore Hills Golf Club June 2006 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Forecasting, Data Analysis, Microsoft Excel, Time Management, Management, Access, Analysis, Leadership, Analytics, Budgets, Sales, PowerPoint, Customer Service, Process Improvement, Investments, Pharmacy Benefit..., Microsoft Word, Employee Benefits, Microsoft Office, Research, Strategic Planning, Teamwork, Business Analysis, Training, SAS, Marketing, Software Documentation, Accounting, Financial Reporting, Corporate Finance, Organization &..., SAS programming, Underwriting, Pharmacy, Business Development, PBM, TM1, Planning Budgeting &..., Financial Variance..., Pricing, Strategic Financial..., Financial Forecasting, Competitive Analysis, Project Management, KPI Dashboards, Healthcare Analytics, Healthcare Industry
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor's, Business; Accounting and Finance
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Accounting and Finance
Aetna December 2014 - Present
Catamaran December 2013 - December 2014
Catamaran December 2011 - December 2013
Charles Schwab December 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2010
Alpha Gamma Delta November 2009 - May 2010
Sycamore Hills Golf Club May 2001 - August 2009
Stifel Nicolaus June 2008 - August 2008
Alpha Omicron Pi August 2007 - December 2007
Sycamore Hills Golf Club June 2006 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Forecasting, Data Analysis, Microsoft Excel, Time Management, Management, Access, Analysis, Leadership, Analytics, Budgets, Sales, PowerPoint, Customer Service, Process Improvement, Investments, Pharmacy Benefit..., Microsoft Word, Employee Benefits, Microsoft Office, Research, Strategic Planning, Teamwork, Business Analysis, Training, SAS, Marketing, Software Documentation, Accounting, Financial Reporting, Corporate Finance, Organization &..., SAS programming, Underwriting, Pharmacy, Business Development, PBM, TM1, Planning Budgeting &..., Financial Variance..., Pricing, Strategic Financial..., Financial Forecasting, Competitive Analysis, Project Management, KPI Dashboards, Healthcare Analytics, Healthcare Industry
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor's, Business; Accounting and Finance
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Accounting and Finance
Jenny Carney, CFP's Charles Schwab Experience July 2015 - Present
Job Senior Portfolio Consultant Schwab Private Client Investment Advisors
Industry Investment Management
Experience
Charles Schwab July 2015 - Present
Charles Schwab May 2006 - June 2015
TD Ameritrade 2005 - 2006
Charles Schwab 2003 - 2005
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Series 7
Education
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Finance and Financial Management Services
Charles Schwab July 2015 - Present
Charles Schwab May 2006 - June 2015
TD Ameritrade 2005 - 2006
Charles Schwab 2003 - 2005
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Series 7
Education
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Finance and Financial Management Services
Jacinda Henry's Charles Schwab Experience September 1999 - January 2005
Job Regional VP at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2009 - Present
TD Ameritrade January 2005 - February 2009
Charles Schwab September 1999 - January 2005
Skills
Investments, Wealth Management, Investment Management, Retirement, Strategic Financial..., Series 7, Series 63, Finance, Estate Planning, Wealth, Wealth Management..., Financial Advisory, Bloomberg, Financial Planners, Trading, Financial Services
Education
Indiana University Bloomington 1990 — 1993
Psychology and Criminal Justice
Creative Planning Inc. February 2009 - Present
TD Ameritrade January 2005 - February 2009
Charles Schwab September 1999 - January 2005
Skills
Investments, Wealth Management, Investment Management, Retirement, Strategic Financial..., Series 7, Series 63, Finance, Estate Planning, Wealth, Wealth Management..., Financial Advisory, Bloomberg, Financial Planners, Trading, Financial Services
Education
Indiana University Bloomington 1990 — 1993
Psychology and Criminal Justice
Samantha Malone's Charles Schwab Experience September 2006 - September 2008
Job social media enthusiast. marketing nerd. beer connoisseur. outdoor adventurer.
Industry Online Media
Experience
Chocolate Crisis Center September 2014 - Present
Heppner + Bourque, Inc. September 2014 - Present
Malone Media Consulting July 2013 - Present
Farmers Insurance June 2013 - January 2014
Tribune Media Services September 2008 - August 2012
Charles Schwab September 2006 - September 2008
Barnes & Noble March 1998 - September 2008
East of Paris March 2005 - July 2006
Skills
Advertising, Sales, Social Media, Digital Media, Account Management, Marketing, Marketing Strategy, Customer Service, Event Management, Facebook, Direct Marketing, Social Media Marketing, Training, Project Management, Cross-functional Team..., Email Marketing, Online Advertising
Education
University of Central Florida 2002 — 2004
Bachelor of Science, Business Administration; Marketing
Indian River Community College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Chocolate Crisis Center September 2014 - Present
Heppner + Bourque, Inc. September 2014 - Present
Malone Media Consulting July 2013 - Present
Farmers Insurance June 2013 - January 2014
Tribune Media Services September 2008 - August 2012
Charles Schwab September 2006 - September 2008
Barnes & Noble March 1998 - September 2008
East of Paris March 2005 - July 2006
Skills
Advertising, Sales, Social Media, Digital Media, Account Management, Marketing, Marketing Strategy, Customer Service, Event Management, Facebook, Direct Marketing, Social Media Marketing, Training, Project Management, Cross-functional Team..., Email Marketing, Online Advertising
Education
University of Central Florida 2002 — 2004
Bachelor of Science, Business Administration; Marketing
Indian River Community College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Tony Snider's Charles Schwab Experience April 2007 - Present
Job Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2007 - Present
SOI June 2004 - June 2007
Skills
Series 7 General..., Series 63 Uniform..., Series 9 General..., Series 10 General...
Education
Indiana University Bloomington 1996 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Charles Schwab April 2007 - Present
SOI June 2004 - June 2007
Skills
Series 7 General..., Series 63 Uniform..., Series 9 General..., Series 10 General...
Education
Indiana University Bloomington 1996 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Michael McFadden, CFA's Charles Schwab Experience March 2012 - January 2013
Job Senior Vice President Finance at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) February 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) July 2013 - February 2015
EY January 2013 - June 2013
Charles Schwab March 2012 - January 2013
Charles Schwab June 2010 - March 2012
Charles Schwab July 2009 - June 2010
Education
Indiana University - Kelley School of Business 2008 — 2011
MBA, Finance
Indiana University - Kelley School of Business 2009 — 2011
Masters of Science, Accounting
University of Indianapolis 2004 — 2008
Bachelor of Science, Physics
Roncalli High School 2000 — 2004
Stonegate Mortgage Corporation (NYSE: SGM) February 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) July 2013 - February 2015
EY January 2013 - June 2013
Charles Schwab March 2012 - January 2013
Charles Schwab June 2010 - March 2012
Charles Schwab July 2009 - June 2010
Education
Indiana University - Kelley School of Business 2008 — 2011
MBA, Finance
Indiana University - Kelley School of Business 2009 — 2011
Masters of Science, Accounting
University of Indianapolis 2004 — 2008
Bachelor of Science, Physics
Roncalli High School 2000 — 2004
Evan Griffin's Charles Schwab Experience 2013 - May 2014
Job Registered Financial Associate at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation May 2014 - Present
Charles Schwab 2013 - May 2014
Scenic View Restaurant April 2012 - April 2013
Starms Communications May 2012 - November 2012
Big Brothers Big Sisters December 2009 - September 2012
Cure Across the World August 2011 - April 2012
Cibus, LLC May 2011 - August 2011
TelSpan WorldWide Conferencing Inc June 2010 - August 2010
North Willow Care Center September 2008 - December 2008
Fourwinds Resort and Marina May 2008 - November 2008
Skills
Fundraising, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Program Development, Youth Development, Team Leadership, Case Managment, Crisis Intervention, Project Management, Profit
Education
Indiana University - Kelley School of Business 2009 — 2013
Certificate in Business Foundations
Indiana University - School of Public and Environmental Affairs 2009 — 2013
Bachelor of Science in Public Affairs, Management, Senior
City Securities Corporation May 2014 - Present
Charles Schwab 2013 - May 2014
Scenic View Restaurant April 2012 - April 2013
Starms Communications May 2012 - November 2012
Big Brothers Big Sisters December 2009 - September 2012
Cure Across the World August 2011 - April 2012
Cibus, LLC May 2011 - August 2011
TelSpan WorldWide Conferencing Inc June 2010 - August 2010
North Willow Care Center September 2008 - December 2008
Fourwinds Resort and Marina May 2008 - November 2008
Skills
Fundraising, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Program Development, Youth Development, Team Leadership, Case Managment, Crisis Intervention, Project Management, Profit
Education
Indiana University - Kelley School of Business 2009 — 2013
Certificate in Business Foundations
Indiana University - School of Public and Environmental Affairs 2009 — 2013
Bachelor of Science in Public Affairs, Management, Senior
Matt Roop Matt Roop's Charles Schwab Experience 2001 - 2002
Job Advisor at Deerfield Financial Advisors
Industry Investment Management
Experience
Deerfield Financial Advisors April 2015 - Present
Catalyst Financial Consulting, LLC January 2014 - April 2015
Premier Fence of Indiana, LLC September 2012 - February 2014
Capitol City Fence Co, Inc. January 2007 - August 2011
Bedel Financial Consulting September 2004 - October 2006
Charles Schwab 2001 - 2002
Merrill Lynch 1998 - 2001
Charles Schwab 1997 - 1998
Education
The George Washington University - School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Investments
CFP Board
CERTIFIED FINANCIAL PLANNER™
Indiana University Bloomington 1991 — 1995
Bachelor of Science (BS), Nuclear Medical Technology/Technologist
Heritage High School - Fort Wayne 1987 — 1991
Deerfield Financial Advisors April 2015 - Present
Catalyst Financial Consulting, LLC January 2014 - April 2015
Premier Fence of Indiana, LLC September 2012 - February 2014
Capitol City Fence Co, Inc. January 2007 - August 2011
Bedel Financial Consulting September 2004 - October 2006
Charles Schwab 2001 - 2002
Merrill Lynch 1998 - 2001
Charles Schwab 1997 - 1998
Education
The George Washington University - School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Investments
CFP Board
CERTIFIED FINANCIAL PLANNER™
Indiana University Bloomington 1991 — 1995
Bachelor of Science (BS), Nuclear Medical Technology/Technologist
Heritage High School - Fort Wayne 1987 — 1991
Keith Sorgius Keith Sorgius's Charles Schwab Experience November 2011 - Present
Job Asset Management OperationsDividends at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
The Joshua School February 2011 - September 2011
The Centennial Group October 2009 - August 2010
Skills
Finance, Marketing, Investments
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Sciences in Business, Finance/Real Estate
University of Sydney 2008 — 2008
Study Abroad, Finance
Charles Schwab November 2011 - Present
The Joshua School February 2011 - September 2011
The Centennial Group October 2009 - August 2010
Skills
Finance, Marketing, Investments
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Sciences in Business, Finance/Real Estate
University of Sydney 2008 — 2008
Study Abroad, Finance
E.A. Purnell's Charles Schwab Experience April 1999 - September 2003
Job Business Development Manager at Mi Tickets
Industry Information Technology and Services
Experience
Mi Tickets January 2012 - Present
Charles Schwab April 1999 - September 2003
Skills
Portfolio Management, PHP, Entrepreneurship, Start-ups, Web Development, MySQL, Software Development, JavaScript, Mobile Applications
Education
Indiana University Bloomington 1993 — 1998
Indiana University Bloomington
Mi Tickets January 2012 - Present
Charles Schwab April 1999 - September 2003
Skills
Portfolio Management, PHP, Entrepreneurship, Start-ups, Web Development, MySQL, Software Development, JavaScript, Mobile Applications
Education
Indiana University Bloomington 1993 — 1998
Indiana University Bloomington
Chandra Chitiprolu Chandra Chitiprolu's Charles Schwab Experience November 2011 - October 2012
Job Big Data Consultant at PayPal
Industry Internet
Experience
PayPal November 2014 - Present
Shutterfly Inc. August 2013 - February 2014
eBay October 2012 - July 2013
Charles Schwab November 2011 - October 2012
Business Researchers, Inc February 2011 - October 2011
Charles Schwab April 2010 - February 2011
eBay October 2008 - February 2010
TXU November 2007 - August 2008
JDA Software October 2006 - September 2007
GE Capital 2005 - 2006
Skills
Predictive Analytics, Data Mining, Analytics, SAS, Predictive Modeling, Big Data, Statistics, Hadoop, ETL, Apache Spark, Segmentation, Hive, Data Analysis, R, Data Visualization, Risk Analytics, Statistical Modeling, Oracle, Machine Learning, SQL, Data Modeling, Artificial Intelligence, Business Analytics, SAS programming, Logistic Regression, CRM, HBase, Time Series Analysis, Optimization, Data Warehousing, Java, Customer Analysis, SAS/SQL, Tableau, VBA, Strategy, Marketing Analytics, Cloud Computing, A/B testing, EC2, Amazon Web Services, Text Mining, Fraud Analysis, Forecasting, E-commerce, SAS Base
Education
Stanford University
Strategic Decision and Risk Management, Risk Management
Indian Statistical Institute
Master of Technology (M.Tech.), Computer Science
University of Hyderabad
Master of Science (M.Sc.), Mathematics
Andhra Loyola college
Bachelor of Science (B.Sc.), Statistics
PayPal November 2014 - Present
Shutterfly Inc. August 2013 - February 2014
eBay October 2012 - July 2013
Charles Schwab November 2011 - October 2012
Business Researchers, Inc February 2011 - October 2011
Charles Schwab April 2010 - February 2011
eBay October 2008 - February 2010
TXU November 2007 - August 2008
JDA Software October 2006 - September 2007
GE Capital 2005 - 2006
Skills
Predictive Analytics, Data Mining, Analytics, SAS, Predictive Modeling, Big Data, Statistics, Hadoop, ETL, Apache Spark, Segmentation, Hive, Data Analysis, R, Data Visualization, Risk Analytics, Statistical Modeling, Oracle, Machine Learning, SQL, Data Modeling, Artificial Intelligence, Business Analytics, SAS programming, Logistic Regression, CRM, HBase, Time Series Analysis, Optimization, Data Warehousing, Java, Customer Analysis, SAS/SQL, Tableau, VBA, Strategy, Marketing Analytics, Cloud Computing, A/B testing, EC2, Amazon Web Services, Text Mining, Fraud Analysis, Forecasting, E-commerce, SAS Base
Education
Stanford University
Strategic Decision and Risk Management, Risk Management
Indian Statistical Institute
Master of Technology (M.Tech.), Computer Science
University of Hyderabad
Master of Science (M.Sc.), Mathematics
Andhra Loyola college
Bachelor of Science (B.Sc.), Statistics
Douglas Voight, CFP®'s Charles Schwab Experience October 2003 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2003 - Present
Bright Trading September 2002 - October 2003
Peters Securities January 1998 - May 2002
Skills
Asset Allocation, Mutual Funds, Series 63, Series 7, Wealth Management
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science (BS), Finance, General
Charles Schwab October 2003 - Present
Bright Trading September 2002 - October 2003
Peters Securities January 1998 - May 2002
Skills
Asset Allocation, Mutual Funds, Series 63, Series 7, Wealth Management
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science (BS), Finance, General
Ian Bass's Charles Schwab Experience December 2014 - Present
Job Team Manager, Disbursements at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab August 2011 - December 2014
Charles Schwab October 2008 - August 2011
Charles Schwab August 2006 - October 2008
Skills
Team Leadership, Data Analysis, Business Analysis, Project Management, Risk Management, Analysis, Requirements Analysis, Business Process..., Microsoft Excel, Microsoft Office, Management, Team Building, Leadership, Access, Call Centers, Software Project..., Software Documentation, Financial Analysis
Education
Indiana University Bloomington 2015 — 2017
Master of Science (MS), Data Science
The University of Texas at Austin 2001 — 2006
B.S., Mathematics
Charles Schwab December 2014 - Present
Charles Schwab August 2011 - December 2014
Charles Schwab October 2008 - August 2011
Charles Schwab August 2006 - October 2008
Skills
Team Leadership, Data Analysis, Business Analysis, Project Management, Risk Management, Analysis, Requirements Analysis, Business Process..., Microsoft Excel, Microsoft Office, Management, Team Building, Leadership, Access, Call Centers, Software Project..., Software Documentation, Financial Analysis
Education
Indiana University Bloomington 2015 — 2017
Master of Science (MS), Data Science
The University of Texas at Austin 2001 — 2006
B.S., Mathematics
Kilynn Honiotes Kilynn Honiotes's Charles Schwab Experience April 2015 - Present
Job Experienced marketing and program management professional
Industry Sports
Experience
Charles Schwab April 2015 - Present
USA Triathlon June 2014 - April 2015
AHA! November 2013 - June 2014
Minds Matter September 2010 - June 2014
Portland Trail Blazers July 2010 - November 2013
Portland Trail Blazers September 2007 - July 2010
Live Nation November 2003 - September 2007
Skills
Event Planning, Marketing, Sports Marketing, Sponsorship, Marketing Strategy, Budgets, Sales, Negotiation, Community Development, Sponsorship Sales &..., Digital and Social..., Traditional Media, Community Relations, Relationship..., Budget Management, Marketing Communications, Event Management, Integrated Marketing, Leadership, Management, Public Relations, Social Media Marketing, Strategic Communications
Education
University of Oregon
Masters, Journalism - Strategic Communications
Indiana University Bloomington
Bachelors, Kinesiology - Sports Marketing and Management
Joliet Catholic Academy
Charles Schwab April 2015 - Present
USA Triathlon June 2014 - April 2015
AHA! November 2013 - June 2014
Minds Matter September 2010 - June 2014
Portland Trail Blazers July 2010 - November 2013
Portland Trail Blazers September 2007 - July 2010
Live Nation November 2003 - September 2007
Skills
Event Planning, Marketing, Sports Marketing, Sponsorship, Marketing Strategy, Budgets, Sales, Negotiation, Community Development, Sponsorship Sales &..., Digital and Social..., Traditional Media, Community Relations, Relationship..., Budget Management, Marketing Communications, Event Management, Integrated Marketing, Leadership, Management, Public Relations, Social Media Marketing, Strategic Communications
Education
University of Oregon
Masters, Journalism - Strategic Communications
Indiana University Bloomington
Bachelors, Kinesiology - Sports Marketing and Management
Joliet Catholic Academy
Matthew Dean's Charles Schwab Experience March 2010 - Present
Job Managing Director at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2010 - Present
Accenture August 1999 - March 2010
Skills
IT Strategy, Business Analysis, Enterprise Architecture, Financial Services, Business Process Design, Integration, Governance, Business Process, SDLC
Education
Indiana University Robert H. McKinney School of Law 2002 — 2005
J.D., Law
Indiana University - Kelley School of Business 1995 — 1999
B.S., Business - Computer Information Systems
Charles Schwab March 2010 - Present
Accenture August 1999 - March 2010
Skills
IT Strategy, Business Analysis, Enterprise Architecture, Financial Services, Business Process Design, Integration, Governance, Business Process, SDLC
Education
Indiana University Robert H. McKinney School of Law 2002 — 2005
J.D., Law
Indiana University - Kelley School of Business 1995 — 1999
B.S., Business - Computer Information Systems
Larry Leiber Larry Leiber's Charles Schwab Experience 1996 - 2000
Job Website Owner, Event Promoter
Industry Music
Experience
Reggae Movement January 2005 - Present
TIAA-CREF 2006 - 2009
McLeodUSA January 2000 - September 2002
Charles Schwab 1996 - 2000
Skills
Mutual Funds, Options, Risk Management, Music, Team Building, Series 7, Series 65, Marketing, Advertising, Promotions, Technical Analysis, Motivation, Concert Production, Music Industry, Music Criticism, Writing, Lifestyle Writing, Website Promotion, Website Monetization, Website Merchandising, Website Builds, Website Updating, Social Media, Product Marketing, Social Media Marketing
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science (BS), Political Economy
University of Missouri-Columbia 1990 — 1992
Marketing/Marketing Management, General
Reggae Movement January 2005 - Present
TIAA-CREF 2006 - 2009
McLeodUSA January 2000 - September 2002
Charles Schwab 1996 - 2000
Skills
Mutual Funds, Options, Risk Management, Music, Team Building, Series 7, Series 65, Marketing, Advertising, Promotions, Technical Analysis, Motivation, Concert Production, Music Industry, Music Criticism, Writing, Lifestyle Writing, Website Promotion, Website Monetization, Website Merchandising, Website Builds, Website Updating, Social Media, Product Marketing, Social Media Marketing
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science (BS), Political Economy
University of Missouri-Columbia 1990 — 1992
Marketing/Marketing Management, General
Rebecca (Becky) Keesling's Charles Schwab Experience November 2013 - Present
Job Estate Distribution Services Associate at Charles Schwab
Industry Accounting
Experience
Charles Schwab November 2013 - Present
Lowe's Home Improvement April 2009 - June 2014
Internal Revenue Service January 2013 - December 2013
Internal Revenue Service January 2013 - December 2013
H&R Block November 2004 - January 2013
Pet Angel Memorial Center July 2007 - September 2008
British European Specialty Tours April 2005 - October 2005
Carmel Clay Historical Society January 2004 - February 2005
AT&T 1978 - 1995
Skills
Income Tax, Client Service, Negotiation, Financial Analysis, Research, Non-profits, Tax Research, Account Reconciliation, Bookkeeping, Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Client Services, Microsoft Word, Software Documentation, Quicken, Small Business, Finance, Customer Service, Banking, Tax, Budgets, Nonprofits, Tax Preparation, Teamwork, Financial Statements
Education
Indiana State University
B.S., Mathematics, Computer Science
Indiana University-Purdue University at Indianapolis
M.S.
Thomas Carr Howe High School
Charles Schwab November 2013 - Present
Lowe's Home Improvement April 2009 - June 2014
Internal Revenue Service January 2013 - December 2013
Internal Revenue Service January 2013 - December 2013
H&R Block November 2004 - January 2013
Pet Angel Memorial Center July 2007 - September 2008
British European Specialty Tours April 2005 - October 2005
Carmel Clay Historical Society January 2004 - February 2005
AT&T 1978 - 1995
Skills
Income Tax, Client Service, Negotiation, Financial Analysis, Research, Non-profits, Tax Research, Account Reconciliation, Bookkeeping, Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Client Services, Microsoft Word, Software Documentation, Quicken, Small Business, Finance, Customer Service, Banking, Tax, Budgets, Nonprofits, Tax Preparation, Teamwork, Financial Statements
Education
Indiana State University
B.S., Mathematics, Computer Science
Indiana University-Purdue University at Indianapolis
M.S.
Thomas Carr Howe High School
clark bohs's Charles Schwab Experience November 1995 - Present
Job Software Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1995 - Present
State of Indiana November 1988 - November 1995
Skills
C#, ASP.NET, SCCM, BMC Remedy, MSI, Software Development, Operating Systems, Agile Methodologies, Windows, TCP/IP, Unix, SQL, Active Directory, Windows Server, Windows 7, Requirements Analysis, Troubleshooting, Integration, Business Analysis, Disaster Recovery
Education
Indiana University Bloomington 1981 — 1987
Bachelor of Science (B.S.), Law and Public Policy, School of Public and Environmental Affairs
Charles Schwab November 1995 - Present
State of Indiana November 1988 - November 1995
Skills
C#, ASP.NET, SCCM, BMC Remedy, MSI, Software Development, Operating Systems, Agile Methodologies, Windows, TCP/IP, Unix, SQL, Active Directory, Windows Server, Windows 7, Requirements Analysis, Troubleshooting, Integration, Business Analysis, Disaster Recovery
Education
Indiana University Bloomington 1981 — 1987
Bachelor of Science (B.S.), Law and Public Policy, School of Public and Environmental Affairs
Rami Alnajjar's Charles Schwab Experience February 2008 - October 2008
Job Looking for a new challenge
Industry Oil & Energy
Experience
Black Bull Options June 2012 - Present
AGL Resources January 2011 - April 2012
Cleco Corporation October 2008 - November 2010
Charles Schwab February 2008 - October 2008
A.G. Edwards & Sons, Inc. May 2007 - September 2007
Brown Gibbons Lang & Company LLC May 2006 - September 2006
SUPERIOR SOUND July 1999 - December 2004
Merrill Lynch May 2003 - July 2003
ANMAR FOR DEVELOPMENT December 1996 - December 1998
Skills
Tactical Asset..., Asset Management, Corporate Finance, Financial Reporting, Mergers, Corporate Treasury, Valuation, Financial Modeling, Treasury Management, Asset Managment, Investments, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Analysis, Investment Banking, Equities, Finance, Trading, Management, Financial Analysis
Education
CFA Institute 2011 — 2014
Indiana University - Kelley School of Business 2004 — 2007
BS, Finance
Black Bull Options June 2012 - Present
AGL Resources January 2011 - April 2012
Cleco Corporation October 2008 - November 2010
Charles Schwab February 2008 - October 2008
A.G. Edwards & Sons, Inc. May 2007 - September 2007
Brown Gibbons Lang & Company LLC May 2006 - September 2006
SUPERIOR SOUND July 1999 - December 2004
Merrill Lynch May 2003 - July 2003
ANMAR FOR DEVELOPMENT December 1996 - December 1998
Skills
Tactical Asset..., Asset Management, Corporate Finance, Financial Reporting, Mergers, Corporate Treasury, Valuation, Financial Modeling, Treasury Management, Asset Managment, Investments, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Analysis, Investment Banking, Equities, Finance, Trading, Management, Financial Analysis
Education
CFA Institute 2011 — 2014
Indiana University - Kelley School of Business 2004 — 2007
BS, Finance
Shalinder Dadoo's Charles Schwab Experience 1996 - 1997
Job Senior Consultant
Industry Management Consulting
Experience
BlueLine Associates June 2014 - Present
Bank of America July 2011 - June 2014
HSBC 2009 - May 2011
HSBC 2006 - 2009
HSBC January 2003 - December 2006
Household International January 2002 - December 2003
Household International July 2000 - December 2001
Ernst & Young 2000 - 2000
Renaissance 1997 - 2000
Charles Schwab 1996 - 1997
Skills
Change Management, Process Improvement, Six Sigma, Data Analysis, Program Management, Business Transformation, PMO, Project Management, Business Process..., Business Process..., Management Consulting, Business Analysis, Risk Management, Forecasting, Strategy, Analytics, Management, Credit Risk, Financial Analysis, Leadership, Financial Services, Strategic Planning, Analysis, Banking, Finance, Employee Training, Credit, Financial Reporting, Mortgage Lending, Financial Risk, Marketing, Training & Development, Compliance, Executive Management, Portfolio Management, Business Strategy, Training, Pharmaceutical Industry, Leadership Development, PMP, Certified Business..., ITIL, Relationship Management, Consulting, Vendor Management, Cross-functional Team..., Financial Modeling, Sales
Education
Indiana University - Kelley School of Business 1997 — 2000
Masters
Valparaiso University 1992 — 1995
BS
DMA
Bachelor of Business Administration (B.B.A.)
BlueLine Associates June 2014 - Present
Bank of America July 2011 - June 2014
HSBC 2009 - May 2011
HSBC 2006 - 2009
HSBC January 2003 - December 2006
Household International January 2002 - December 2003
Household International July 2000 - December 2001
Ernst & Young 2000 - 2000
Renaissance 1997 - 2000
Charles Schwab 1996 - 1997
Skills
Change Management, Process Improvement, Six Sigma, Data Analysis, Program Management, Business Transformation, PMO, Project Management, Business Process..., Business Process..., Management Consulting, Business Analysis, Risk Management, Forecasting, Strategy, Analytics, Management, Credit Risk, Financial Analysis, Leadership, Financial Services, Strategic Planning, Analysis, Banking, Finance, Employee Training, Credit, Financial Reporting, Mortgage Lending, Financial Risk, Marketing, Training & Development, Compliance, Executive Management, Portfolio Management, Business Strategy, Training, Pharmaceutical Industry, Leadership Development, PMP, Certified Business..., ITIL, Relationship Management, Consulting, Vendor Management, Cross-functional Team..., Financial Modeling, Sales
Education
Indiana University - Kelley School of Business 1997 — 2000
Masters
Valparaiso University 1992 — 1995
BS
DMA
Bachelor of Business Administration (B.B.A.)
JIN BACHELLER's Charles Schwab Experience January 2000 - January 2011
Job Principal at Zatara Wealth Management LLC
Industry Financial Services
Experience
Zatara Wealth Management LLC March 2011 - Present
Charles Schwab January 2000 - January 2011
Skills
Investments, Strategic Financial..., Retirement Planning, Capital Markets, Finance, Wealth, Wealth Management..., High Net Worth..., Private Banking, CRM, Marketing, Equity Derivatives, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Uniform Combined State..., Valuation, Risk Management, Strategic Planning, Series 65, Asset Managment, Insurance, Series 24, Marketing Strategy, Series 7, Enterprise Risk..., Business Analysis, Series 63, Retirement Plan..., 401k, Financial Planning, Asset Management
Education
Indiana University Bloomington
BA
Zatara Wealth Management LLC March 2011 - Present
Charles Schwab January 2000 - January 2011
Skills
Investments, Strategic Financial..., Retirement Planning, Capital Markets, Finance, Wealth, Wealth Management..., High Net Worth..., Private Banking, CRM, Marketing, Equity Derivatives, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Uniform Combined State..., Valuation, Risk Management, Strategic Planning, Series 65, Asset Managment, Insurance, Series 24, Marketing Strategy, Series 7, Enterprise Risk..., Business Analysis, Series 63, Retirement Plan..., 401k, Financial Planning, Asset Management
Education
Indiana University Bloomington
BA
Susan Kagiliery's Charles Schwab Experience January 2000 - January 2005
Job Wallington Asset Management
Industry Financial Services
Experience
Thrivent Financial for Lutherans September 2009 - Present
Fidelity Investments January 2005 - August 2009
Charles Schwab January 2000 - January 2005
Skills
Personal Finance, Retirement Income..., Insurance Planning
Education
Indiana State University 1993 — 1997
Bachelor or Science
Thrivent Financial for Lutherans September 2009 - Present
Fidelity Investments January 2005 - August 2009
Charles Schwab January 2000 - January 2005
Skills
Personal Finance, Retirement Income..., Insurance Planning
Education
Indiana State University 1993 — 1997
Bachelor or Science
Sarah (Countryman) Bellino's Charles Schwab Experience June 2012 - December 2012
Job Consultant at enVision Business Consulting
Industry Public Relations and Communications
Experience
enVision Business Consulting August 2014 - Present
Charles Schwab June 2012 - December 2012
Accenture October 2011 - June 2012
Accenture June 2005 - October 2011
Investment Property Funding December 2004 - March 2005
New Horizons Computer Learning Center February 2000 - December 2004
Skills
Project Management, Email Marketing, Organizational Design, Program Management, Public Relations, Change Management, Management Consulting, Newsletters, Press Releases
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science (BS), Psychology
enVision Business Consulting August 2014 - Present
Charles Schwab June 2012 - December 2012
Accenture October 2011 - June 2012
Accenture June 2005 - October 2011
Investment Property Funding December 2004 - March 2005
New Horizons Computer Learning Center February 2000 - December 2004
Skills
Project Management, Email Marketing, Organizational Design, Program Management, Public Relations, Change Management, Management Consulting, Newsletters, Press Releases
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science (BS), Psychology
Douglas Doehrman's Charles Schwab Experience 1999 - 2004
Job Senior Marketing Compliance Analyst at USAA
Industry Financial Services
Experience
USAA November 2014 - Present
USAA July 2012 - November 2014
USAA July 2011 - July 2012
SAME Cafe 2010 - July 2011
Self employed 2009 - July 2011
TIAA-CREF 2008 - 2009
TIAA-CREF 2005 - 2008
TIAA-CREF 2004 - 2005
Charles Schwab 1999 - 2004
Paine Webber, First Options, Self 1988 - 1999
Skills
Series 7, Series 66, Series 24, Series 53, Texas General Lines...
Education
Indiana University Bloomington
BS, Finance
USAA November 2014 - Present
USAA July 2012 - November 2014
USAA July 2011 - July 2012
SAME Cafe 2010 - July 2011
Self employed 2009 - July 2011
TIAA-CREF 2008 - 2009
TIAA-CREF 2005 - 2008
TIAA-CREF 2004 - 2005
Charles Schwab 1999 - 2004
Paine Webber, First Options, Self 1988 - 1999
Skills
Series 7, Series 66, Series 24, Series 53, Texas General Lines...
Education
Indiana University Bloomington
BS, Finance
Matt Zacarias's Charles Schwab Experience January 2015 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab May 2013 - January 2015
Charles Schwab October 2012 - April 2013
Charles Schwab February 2011 - October 2012
Modern Woodmen of America January 2010 - February 2011
Total Quality Logistics June 2009 - December 2009
Education
Indiana University Bloomington 2004 — 2009
Bachelor of Science (B.S.), Business Administration, Management and Operations
Center Grove 2000 — 2004
Charles Schwab January 2015 - Present
Charles Schwab May 2013 - January 2015
Charles Schwab October 2012 - April 2013
Charles Schwab February 2011 - October 2012
Modern Woodmen of America January 2010 - February 2011
Total Quality Logistics June 2009 - December 2009
Education
Indiana University Bloomington 2004 — 2009
Bachelor of Science (B.S.), Business Administration, Management and Operations
Center Grove 2000 — 2004
Laura Kohls's Charles Schwab Experience October 2009 - April 2014
Job New Home Sales Counselor at Ryland Homes
Industry Real Estate
Experience
Ryland Homes May 2014 - Present
Charles Schwab October 2009 - April 2014
Charles Schwab September 2007 - October 2009
Sew What September 2002 - March 2008
Skills
Series 7, Series 63, Series 66, Asset Allocation, Mutual Funds, Wealth Management, Investments, Uniform Combined State..., Investment Strategies, Investment Advisory, Banking, Customer Service, Financial Analysis, Financial Planning, Leadership, Financial Services
Education
Indiana Wesleyan University
Bachelor of Science (BS)
Indiana University Bloomington
Ryland Homes May 2014 - Present
Charles Schwab October 2009 - April 2014
Charles Schwab September 2007 - October 2009
Sew What September 2002 - March 2008
Skills
Series 7, Series 63, Series 66, Asset Allocation, Mutual Funds, Wealth Management, Investments, Uniform Combined State..., Investment Strategies, Investment Advisory, Banking, Customer Service, Financial Analysis, Financial Planning, Leadership, Financial Services
Education
Indiana Wesleyan University
Bachelor of Science (BS)
Indiana University Bloomington
Brooke (Rust) Greene's Charles Schwab Experience May 2013 - May 2015
Job Symetra Benefits Account Coordinator
Industry Insurance
Experience
Symetra June 2015 - Present
Charles Schwab May 2013 - May 2015
Indiana State University November 2011 - May 2015
Westfield Group/Westfield Insurance May 2014 - August 2014
Indiana State University January 2013 - May 2013
Indiana State University October 2011 - January 2013
Indiana State University October 2011 - January 2013
Holiday World & Splashin' Safari February 2010 - August 2012
Holiday World and Splashin’ Safari April 2007 - August 2012
Skills
Leadership, Recruiting, Time Management, Organization, Events, Microsoft Excel, Logistics, Microsoft Word, Respect, Communication, Patience, Technology, Databases, Customer Service, Problem Solving, Business, Hospitality, Development, Internal & External..., Innovation, Creativity, Initiator, Social Media, Community Service, Highly responsible, Event Planning, Project Planning, Marketing Strategy, Team Building, Team Leadership, Team-oriented, Passion for Helping..., Passion to Succeed
Education
Indiana State University 2011 — 2015
Insurance & Risk Management and Financial Services, Financial Services and Insurance and Risk Management
Indiana State University - School of Business 2011 — 2015
Insurance & Risk Management and Financial Services, Insurance and Risk Management, Senior
Symetra June 2015 - Present
Charles Schwab May 2013 - May 2015
Indiana State University November 2011 - May 2015
Westfield Group/Westfield Insurance May 2014 - August 2014
Indiana State University January 2013 - May 2013
Indiana State University October 2011 - January 2013
Indiana State University October 2011 - January 2013
Holiday World & Splashin' Safari February 2010 - August 2012
Holiday World and Splashin’ Safari April 2007 - August 2012
Skills
Leadership, Recruiting, Time Management, Organization, Events, Microsoft Excel, Logistics, Microsoft Word, Respect, Communication, Patience, Technology, Databases, Customer Service, Problem Solving, Business, Hospitality, Development, Internal & External..., Innovation, Creativity, Initiator, Social Media, Community Service, Highly responsible, Event Planning, Project Planning, Marketing Strategy, Team Building, Team Leadership, Team-oriented, Passion for Helping..., Passion to Succeed
Education
Indiana State University 2011 — 2015
Insurance & Risk Management and Financial Services, Financial Services and Insurance and Risk Management
Indiana State University - School of Business 2011 — 2015
Insurance & Risk Management and Financial Services, Insurance and Risk Management, Senior
Richard Grimes's Charles Schwab Experience August 2007 - March 2013
Job Investment Professional
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
Charles Schwab August 2007 - March 2013
Wachovia Securities May 2006 - August 2007
Wachovia Securities January 2005 - May 2006
Skills
Investments, Series 7, Strategic Planning, Account Management, Series 63, Portfolio Management, Financial Analysis, Asset Allocation, Securities, Strategic Financial..., Mutual Funds, Banking, FINRA, Financial Modeling, ETFs, Equities, Wealth Management, Asset Management, Retirement, Finance, Retirement Planning, Financial Markets, Analysis
Education
Indiana University - Kelley School of Business
Bachelors, Finance
nhs
J.P. Morgan March 2013 - Present
Charles Schwab August 2007 - March 2013
Wachovia Securities May 2006 - August 2007
Wachovia Securities January 2005 - May 2006
Skills
Investments, Series 7, Strategic Planning, Account Management, Series 63, Portfolio Management, Financial Analysis, Asset Allocation, Securities, Strategic Financial..., Mutual Funds, Banking, FINRA, Financial Modeling, ETFs, Equities, Wealth Management, Asset Management, Retirement, Finance, Retirement Planning, Financial Markets, Analysis
Education
Indiana University - Kelley School of Business
Bachelors, Finance
nhs
Bernard Reed's Charles Schwab Experience June 2011 - September 2011
Job Wealth Manager Investment Specialist at Legacy Practice Management
Industry Financial Services
Experience
Legacy Practice Management October 2011 - April 2015
Charles Schwab June 2011 - September 2011
Legacy Practice Management September 2010 - August 2011
Sonar September 2008 - October 2008
Skills
Microsoft Office, Excel, Minitab, Series 7, Series 63, Series 65, Financial Planning, Portfolio Management, Investments, Brokerage, Budgets, Strategic Financial..., Finance, Financial Analysis, Leadership, Customer Service, Microsoft Excel, Management, Retirement Planning, Consulting, Financial Services, Mutual Funds
Education
American College for Financial Planning 2012 — 2013
Indiana University - Kelley School of Business 2005 — 2010
BS with Honors, Finance, Marketing, and Supply Chain Management
Legacy Practice Management October 2011 - April 2015
Charles Schwab June 2011 - September 2011
Legacy Practice Management September 2010 - August 2011
Sonar September 2008 - October 2008
Skills
Microsoft Office, Excel, Minitab, Series 7, Series 63, Series 65, Financial Planning, Portfolio Management, Investments, Brokerage, Budgets, Strategic Financial..., Finance, Financial Analysis, Leadership, Customer Service, Microsoft Excel, Management, Retirement Planning, Consulting, Financial Services, Mutual Funds
Education
American College for Financial Planning 2012 — 2013
Indiana University - Kelley School of Business 2005 — 2010
BS with Honors, Finance, Marketing, and Supply Chain Management
todd stankavich's Charles Schwab Experience October 1989 - September 2001
Job Regional Sales ManagerMajor Accounts at Zacks Investment Research
Industry Investment Management
Experience
Zacks Investment Research February 2011 - Present
J.P. Morgan July 2005 - December 2010
Edward Jones September 2001 - June 2005
Charles Schwab October 1989 - September 2001
Skills
Options Trader, Managed Futures, Investment Research..., Institutional Sales, Institutional Investors, Institutional..., Trading, Financial Markets, Hedge Funds
Education
Indiana University Bloomington
Zacks Investment Research February 2011 - Present
J.P. Morgan July 2005 - December 2010
Edward Jones September 2001 - June 2005
Charles Schwab October 1989 - September 2001
Skills
Options Trader, Managed Futures, Investment Research..., Institutional Sales, Institutional Investors, Institutional..., Trading, Financial Markets, Hedge Funds
Education
Indiana University Bloomington
Shannon Ward Shannon Ward's Charles Schwab Experience 2009 - 2010
Job Information Security Systems Analyst at ICONMA
Industry Computer Networking
Experience
ICONMA June 2013 - Present
Brooksource March 2012 - March 2013
Charles Schwab 2009 - 2010
Indianapolis Public Schools August 1998 - April 2004
Indianapolis Public Schools 1991 - 1994
Skills
Windows 7, Network Security, Networking, Troubleshooting, Cisco Technologies, Active Directory, Microsoft Office, Windows Server, CCNA, Network Design, VoIP, Computer Repair, Packet Tracer, Computer Hardware, Subnetting, Network Administration, Team Leadership, Help Desk Support, Windows XP Pro, Windows, XP, Technical Support, Software Installation, Wireless Networking, DHCP, Laptops, Servers, System Administration
Education
ITT Technical Institute-Indianapolis 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Information System Security Cyber Security
ITT Tech 2009 — 2011
Associate's degree, Computer Systems Networking and Telecommunications
Indiana University-Purdue University at Indianapolis 1994 — 2000
Educational Leadership and Administration, General
Indiana State University 1980 — 1982
Mass Communication/Media Studies
ICONMA June 2013 - Present
Brooksource March 2012 - March 2013
Charles Schwab 2009 - 2010
Indianapolis Public Schools August 1998 - April 2004
Indianapolis Public Schools 1991 - 1994
Skills
Windows 7, Network Security, Networking, Troubleshooting, Cisco Technologies, Active Directory, Microsoft Office, Windows Server, CCNA, Network Design, VoIP, Computer Repair, Packet Tracer, Computer Hardware, Subnetting, Network Administration, Team Leadership, Help Desk Support, Windows XP Pro, Windows, XP, Technical Support, Software Installation, Wireless Networking, DHCP, Laptops, Servers, System Administration
Education
ITT Technical Institute-Indianapolis 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Information System Security Cyber Security
ITT Tech 2009 — 2011
Associate's degree, Computer Systems Networking and Telecommunications
Indiana University-Purdue University at Indianapolis 1994 — 2000
Educational Leadership and Administration, General
Indiana State University 1980 — 1982
Mass Communication/Media Studies
Leandro Gonzalez Souto's Charles Schwab Experience July 2015 - Present
Job Financial Consultant Academy Participant
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
GS&B September 2014 - July 2015
Indy Eleven Professional Soccer September 2014 - December 2014
PepsiCo - Frito Lay November 2013 - September 2014
PepsiCo - Frito Lay September 2013 - November 2013
Pearson North America May 2012 - August 2012
Skills
Spanish, Highly Adaptable, Microsoft Office, Portuguese, Italian, Critical Thinking, Chinese, PowerPoint, English, Microsoft Excel, Social Media Marketing, Team Leadership, Market Research, Hootsuite, Web Design, Microsoft Word, Social Networking, Financial Analysis, Research, Interviews, Teamwork
Education
Indiana University Bloomington 2009 — 2013
Bachelors Degree, Marketing, Management & Technology Management, 3.1
International School of Indiana 2006 — 2009
International Baccalaureate Bilingual Diploma, High School Education
International School of Duesseldorf 2006 — 2006
High School
Institituto Santa Cruz (Argentina) 1995 — 2005
Elementary, Middle and some High School
Charles Schwab July 2015 - Present
GS&B September 2014 - July 2015
Indy Eleven Professional Soccer September 2014 - December 2014
PepsiCo - Frito Lay November 2013 - September 2014
PepsiCo - Frito Lay September 2013 - November 2013
Pearson North America May 2012 - August 2012
Skills
Spanish, Highly Adaptable, Microsoft Office, Portuguese, Italian, Critical Thinking, Chinese, PowerPoint, English, Microsoft Excel, Social Media Marketing, Team Leadership, Market Research, Hootsuite, Web Design, Microsoft Word, Social Networking, Financial Analysis, Research, Interviews, Teamwork
Education
Indiana University Bloomington 2009 — 2013
Bachelors Degree, Marketing, Management & Technology Management, 3.1
International School of Indiana 2006 — 2009
International Baccalaureate Bilingual Diploma, High School Education
International School of Duesseldorf 2006 — 2006
High School
Institituto Santa Cruz (Argentina) 1995 — 2005
Elementary, Middle and some High School
Rashid Kourany's Charles Schwab Experience 1999 - 2005
Job Regional Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management 2005 - Present
Charles Schwab 1999 - 2005
40/86 Advisors 1996 - 1999
Education
University of Indianapolis - School of Business 1998 — 2000
Master's, Business
Indiana University Bloomington 1988 — 1993
Bachelor's
Zacks Investment Management 2005 - Present
Charles Schwab 1999 - 2005
40/86 Advisors 1996 - 1999
Education
University of Indianapolis - School of Business 1998 — 2000
Master's, Business
Indiana University Bloomington 1988 — 1993
Bachelor's
Kathleen Lemmon's Charles Schwab Experience 2005 - 2008
Job Creative Director & Copywriter
Industry Marketing and Advertising
Experience
Lemmonhead Consulting January 1996 - Present
salt 2012 - 2013
salt 2012 - 2013
Organic 2010 - 2012
Charles Schwab 2005 - 2008
Saatchi & Saatchi April 1992 - April 1996
Foote, Cone & Belding April 1989 - April 1992
Brierley & Partners April 1987 - April 1989
Wunderman April 1983 - April 1987
Stone and Adler June 1980 - March 1983
Skills
Interactive Advertising, Integrated Marketing, Advertising, Direct Mail, Direct Marketing, Creative Strategy, B2B, Strategy, Online Advertising, Digital Strategy, Creative Direction, Email Marketing, Brochures, Interactive Marketing, Social Media, Copywriting, CRM, Brand Development, Digital Marketing, Marketing, Outdoor Advertising
Education
Indiana University Bloomington 1976 — 1980
BA, Journalism & Political Science
Lemmonhead Consulting January 1996 - Present
salt 2012 - 2013
salt 2012 - 2013
Organic 2010 - 2012
Charles Schwab 2005 - 2008
Saatchi & Saatchi April 1992 - April 1996
Foote, Cone & Belding April 1989 - April 1992
Brierley & Partners April 1987 - April 1989
Wunderman April 1983 - April 1987
Stone and Adler June 1980 - March 1983
Skills
Interactive Advertising, Integrated Marketing, Advertising, Direct Mail, Direct Marketing, Creative Strategy, B2B, Strategy, Online Advertising, Digital Strategy, Creative Direction, Email Marketing, Brochures, Interactive Marketing, Social Media, Copywriting, CRM, Brand Development, Digital Marketing, Marketing, Outdoor Advertising
Education
Indiana University Bloomington 1976 — 1980
BA, Journalism & Political Science
Theresa Daneman's Charles Schwab Experience March 2006 - May 2007
Job Sales + Marketing + Social Media
Industry Marketing and Advertising
Experience
Seeking opportunity to create our mutual success January 2015 - Present
Estate Distribution Services October 2014 - Present
Family Heritage Cookbook January 2015 - May 2015
Socialware January 2014 - January 2015
New York Life Insurance Company August 2012 - November 2013
Genworth Financial June 2008 - May 2012
MetLife November 2007 - July 2008
Charles Schwab March 2006 - May 2007
TIAA-CREF June 2002 - August 2005
TIAA-CREF June 2000 - June 2002
Skills
Marketing, Marketing Strategy, Social Media, Sales, Financial Services, Long Term Care Insurance, Training, Series 7, Series 63, Social Networking, Retirement Planning, Strategic Planning, Marketing Communications, B2B, Customer Retention, New Business Development, Life Insurance, Insurance, Creative Solutions, Salesforce.com, CRM, Strategic Financial..., Analytics, Sales Operations, Selling, Employee Benefits, Mutual Funds, 401k, Fixed Annuities, Disability Insurance, Management, Investments, Health Insurance, Business Planning, IRAs, Social Media Blogging, Term Life Insurance, Financial Planning
Education
Indiana University Bloomington
BS, Marketing
Seeking opportunity to create our mutual success January 2015 - Present
Estate Distribution Services October 2014 - Present
Family Heritage Cookbook January 2015 - May 2015
Socialware January 2014 - January 2015
New York Life Insurance Company August 2012 - November 2013
Genworth Financial June 2008 - May 2012
MetLife November 2007 - July 2008
Charles Schwab March 2006 - May 2007
TIAA-CREF June 2002 - August 2005
TIAA-CREF June 2000 - June 2002
Skills
Marketing, Marketing Strategy, Social Media, Sales, Financial Services, Long Term Care Insurance, Training, Series 7, Series 63, Social Networking, Retirement Planning, Strategic Planning, Marketing Communications, B2B, Customer Retention, New Business Development, Life Insurance, Insurance, Creative Solutions, Salesforce.com, CRM, Strategic Financial..., Analytics, Sales Operations, Selling, Employee Benefits, Mutual Funds, 401k, Fixed Annuities, Disability Insurance, Management, Investments, Health Insurance, Business Planning, IRAs, Social Media Blogging, Term Life Insurance, Financial Planning
Education
Indiana University Bloomington
BS, Marketing
Robert Doan's Charles Schwab Experience June 2015 - August 2015
Job Informatics and Computer Science student at Indiana University Bloomington
Industry Information Technology and Services
Experience
Charles Schwab June 2015 - August 2015
Bruce Rauner's Gubernatorial Campaign May 2014 - August 2014
The Music Gallery 2009 - 2012
Skills
Computer Proficiency, Programming, Accounting, Sales, SQL, Python, Objective-C, HTML Scripting, CSS, VBA, Microsoft Excel, Political Campaigns, Music Education
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science (B.S.), Informatics and Computer Science
Charles Schwab June 2015 - August 2015
Bruce Rauner's Gubernatorial Campaign May 2014 - August 2014
The Music Gallery 2009 - 2012
Skills
Computer Proficiency, Programming, Accounting, Sales, SQL, Python, Objective-C, HTML Scripting, CSS, VBA, Microsoft Excel, Political Campaigns, Music Education
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science (B.S.), Informatics and Computer Science
Robert Walke's Charles Schwab Experience November 1996 - September 2013
Job Equities trader
Industry Financial Services
Experience
Charles Schwab November 1996 - September 2013
Education
Indiana University Bloomington
Bachelor's degree
Charles Schwab November 1996 - September 2013
Education
Indiana University Bloomington
Bachelor's degree
Lora Popov's Charles Schwab Experience 2005 - 2007
Job Business Strategist & Sales Specialist at PERQ
Industry Marketing and Advertising
Experience
PERQ April 2015 - Present
WorldPay March 2013 - March 2015
Black Swan Brewpub July 2010 - March 2013
BRICS January 2010 - June 2010
Arni's Restaurant 2009 - 2010
Rathskeller 2007 - 2009
Charles Schwab 2005 - 2007
Hot Box Pizza 2004 - 2005
Progressive Design Apparel, Inc. 1999 - 2004
Skills
Sales, Insurance, Customer Service, Strategic Planning, Social Networking, Team Building, Event Planning, Training, Microsoft Excel, Account Management, Social Media, Customer Satisfaction, Marketing, Program Management, Start-ups, Leadership, Management, Sales Management
Education
Indiana University - Kelley School of Business 2000 — 2005
Bachelor’s Degree, Management/Marketing/Logistics with a Minor in Economics
PERQ April 2015 - Present
WorldPay March 2013 - March 2015
Black Swan Brewpub July 2010 - March 2013
BRICS January 2010 - June 2010
Arni's Restaurant 2009 - 2010
Rathskeller 2007 - 2009
Charles Schwab 2005 - 2007
Hot Box Pizza 2004 - 2005
Progressive Design Apparel, Inc. 1999 - 2004
Skills
Sales, Insurance, Customer Service, Strategic Planning, Social Networking, Team Building, Event Planning, Training, Microsoft Excel, Account Management, Social Media, Customer Satisfaction, Marketing, Program Management, Start-ups, Leadership, Management, Sales Management
Education
Indiana University - Kelley School of Business 2000 — 2005
Bachelor’s Degree, Management/Marketing/Logistics with a Minor in Economics
Jackee Davis's Charles Schwab Experience January 1999 - April 2002
Job Financial Advisor
Industry Financial Services
Experience
Robert W. Baird & Co. January 2006 - Present
Robert W. Baird & Co. January 2006 - Present
Charles Schwab January 1999 - April 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Photoshop
Education
Indiana State University
Robert W. Baird & Co. January 2006 - Present
Robert W. Baird & Co. January 2006 - Present
Charles Schwab January 1999 - April 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Photoshop
Education
Indiana State University
Dean Ramsamooj's Charles Schwab Experience 2001 - 2001
Job AVP Structured Securities, CMBS and Commercial Real Estate Research
Industry Capital Markets
Experience
4086 Advisors 2002 - Present
Charles Schwab 2001 - 2001
Morgan Stanley 1998 - 2001
Skills
Bloomberg, Capital Markets, Finance, Financial Modeling, Fixed Income, Investments, Real Estate, Valuation
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1994 — 1998
BS, Public Financial Management
4086 Advisors 2002 - Present
Charles Schwab 2001 - 2001
Morgan Stanley 1998 - 2001
Skills
Bloomberg, Capital Markets, Finance, Financial Modeling, Fixed Income, Investments, Real Estate, Valuation
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1994 — 1998
BS, Public Financial Management
Nicholas Stoner's Charles Schwab Experience January 2005 - May 2005
Job Business Development Manager at BCS Recycling Specialists/Asset Management
Industry Renewables & Environment
Experience
BCS Recycling Specialists July 2015 - Present
Arrow Electronics August 2014 - July 2015
GENCO March 2011 - August 2014
Self-Employed May 2005 - March 2011
Charles Schwab January 2005 - May 2005
Liberty Mutual Insurance December 2003 - January 2005
Ameriprise Financial Services, Inc. May 2001 - December 2003
Skills
Sales Operations, Sales Presentations, Sales Management, New Business Development, Technical Product Sales, Execution of Business..., Financial Markets, Business Networking, Resolving Issues, Thrive in A Fast-paced..., Liquidation, Deal Execution, Strategy Execution, Lead Generation, New Business Generation, Solution Selling, Solutions Marketing, Creative Solutions, Cross-functional Team..., Operations Management
Education
Indiana University Bloomington 1995 — 2000
B.S. General Science And Mathematics, Biology, General
BCS Recycling Specialists July 2015 - Present
Arrow Electronics August 2014 - July 2015
GENCO March 2011 - August 2014
Self-Employed May 2005 - March 2011
Charles Schwab January 2005 - May 2005
Liberty Mutual Insurance December 2003 - January 2005
Ameriprise Financial Services, Inc. May 2001 - December 2003
Skills
Sales Operations, Sales Presentations, Sales Management, New Business Development, Technical Product Sales, Execution of Business..., Financial Markets, Business Networking, Resolving Issues, Thrive in A Fast-paced..., Liquidation, Deal Execution, Strategy Execution, Lead Generation, New Business Generation, Solution Selling, Solutions Marketing, Creative Solutions, Cross-functional Team..., Operations Management
Education
Indiana University Bloomington 1995 — 2000
B.S. General Science And Mathematics, Biology, General
Erica Armstrong's Charles Schwab Experience September 2015 - Present
Job Passionate, Helpful, Knowledge Driven, Looking for my next great challenge
Industry Consumer Services
Experience
Charles Schwab September 2015 - Present
Underground Printing July 2014 - July 2015
ACTIVE Network June 2013 - July 2014
Indiana University- UITS Technology Center Consulting November 2010 - June 2013
Skills
Customer Service, Troubleshooting, Access, Microsoft Office, HTML, Leadership, Photoshop, Windows, PowerPoint, Microsoft Word, Databases, Research, Consulting, Management, Microsoft Excel, Salesforce.com, Supervisory Skills, Training & Development, Inside Sales
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Economics
Charles Schwab September 2015 - Present
Underground Printing July 2014 - July 2015
ACTIVE Network June 2013 - July 2014
Indiana University- UITS Technology Center Consulting November 2010 - June 2013
Skills
Customer Service, Troubleshooting, Access, Microsoft Office, HTML, Leadership, Photoshop, Windows, PowerPoint, Microsoft Word, Databases, Research, Consulting, Management, Microsoft Excel, Salesforce.com, Supervisory Skills, Training & Development, Inside Sales
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brett Henninger's Charles Schwab Experience August 2011 - February 2012
Job Internet Recruitment Consultant at Monster
Industry Staffing and Recruiting
Experience
Monster April 2015 - Present
DEFENDER February 2012 - April 2015
Charles Schwab August 2011 - February 2012
PrincetonOne HirePursuit May 2011 - July 2011
PrincetonOne HirePursuit March 2010 - May 2011
ITT Technical Institute February 2010 - March 2010
OfficeTeam September 2009 - February 2010
GSF Safeway, LLC May 2007 - June 2008
Skills
College Recruiting, Recruiting, Onboarding, Human Resources, Sourcing, Interviews, Screening, Training, New Hire Orientations, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Coaching, Temporary Placement, Career Development, Hiring, Marketing, Leadership, Employee Relations, LinkedIn, Management, Resume Writing, Cold Calling, Executive Search, Social Networking
Education
Marian College 2004 — 2008
B.S. Business Management, Human Resources, Management, Economics
Indiana University Bloomington 2003 — 2004
Roncalli High School 1999 — 2003
Monster April 2015 - Present
DEFENDER February 2012 - April 2015
Charles Schwab August 2011 - February 2012
PrincetonOne HirePursuit May 2011 - July 2011
PrincetonOne HirePursuit March 2010 - May 2011
ITT Technical Institute February 2010 - March 2010
OfficeTeam September 2009 - February 2010
GSF Safeway, LLC May 2007 - June 2008
Skills
College Recruiting, Recruiting, Onboarding, Human Resources, Sourcing, Interviews, Screening, Training, New Hire Orientations, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Coaching, Temporary Placement, Career Development, Hiring, Marketing, Leadership, Employee Relations, LinkedIn, Management, Resume Writing, Cold Calling, Executive Search, Social Networking
Education
Marian College 2004 — 2008
B.S. Business Management, Human Resources, Management, Economics
Indiana University Bloomington 2003 — 2004
Roncalli High School 1999 — 2003
Tim Traycoff's Charles Schwab Experience April 1997 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1997 - Present
Education
Indiana University Bloomington 1982 — 1986
Public Finance
R. Nelson Snider HS
Charles Schwab April 1997 - Present
Education
Indiana University Bloomington 1982 — 1986
Public Finance
R. Nelson Snider HS
Graham Fielding, MBA, CPA's Charles Schwab Experience April 1999 - January 2003
Job Finance & Accounting Manager
Industry
Experience
Cummins Inc. July 2015 - Present
Remy International January 2013 - April 2015
Caterpillar Inc. September 2007 - January 2013
4086 Advisors May 2005 - September 2007
BKD CPAs & Advisors January 2004 - May 2005
Charles Schwab April 1999 - January 2003
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Indiana University - Kelley School of Business
Master of Public Accountancy (MPA)
Cummins Inc. July 2015 - Present
Remy International January 2013 - April 2015
Caterpillar Inc. September 2007 - January 2013
4086 Advisors May 2005 - September 2007
BKD CPAs & Advisors January 2004 - May 2005
Charles Schwab April 1999 - January 2003
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Indiana University - Kelley School of Business
Master of Public Accountancy (MPA)
Tori Blackburn's Charles Schwab Experience October 2011 - March 2012
Job Recruiter at OurHealth
Industry Hospital & Health Care
Experience
OurHealth August 2015 - Present
DWA Healthcare Communications Group November 2014 - July 2015
ADVANTAGE Health Solutions February 2013 - October 2014
ADVANTAGE Health Solutions March 2012 - February 2013
Charles Schwab October 2011 - March 2012
Skills
Payroll, Customer Service, Employee Relations, Recruiting, Quality Assurance, Problem Solving, Employee Benefits, Employee Engagement, Leadership, Negotiation, E-Verify, FMLA, Benefits Administration, PeopleSoft, Team Building, Personnel Management, Applicant Tracking..., Conflict Resolution, Time Management, Sales, Leadership Development, Interviews, Onboarding, Management, Training, HRIS, Teamwork, Process Improvement, Hiring, Human Resources, Employee Training, Performance Management, College Recruiting, Talent Management, Access, New Hire Orientations, Resume Writing
Education
Indiana University - Kelley School of Business
Human Resources and Management
OurHealth August 2015 - Present
DWA Healthcare Communications Group November 2014 - July 2015
ADVANTAGE Health Solutions February 2013 - October 2014
ADVANTAGE Health Solutions March 2012 - February 2013
Charles Schwab October 2011 - March 2012
Skills
Payroll, Customer Service, Employee Relations, Recruiting, Quality Assurance, Problem Solving, Employee Benefits, Employee Engagement, Leadership, Negotiation, E-Verify, FMLA, Benefits Administration, PeopleSoft, Team Building, Personnel Management, Applicant Tracking..., Conflict Resolution, Time Management, Sales, Leadership Development, Interviews, Onboarding, Management, Training, HRIS, Teamwork, Process Improvement, Hiring, Human Resources, Employee Training, Performance Management, College Recruiting, Talent Management, Access, New Hire Orientations, Resume Writing
Education
Indiana University - Kelley School of Business
Human Resources and Management
Andrea Akers's Charles Schwab Experience August 2011 - Present
Job Brokerage Service Member at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Chase October 2007 - July 2011
Skills
Series 63, Series 7, IRAs, Simple IRA, SEP IRA, Qualified Retirement..., series 9/10, 401k Rollovers, Roth IRA, 401k, Customer Service, Mutual Funds
Education
Indiana Institute of Technology 2014 — 2017
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Charles Schwab August 2011 - Present
Chase October 2007 - July 2011
Skills
Series 63, Series 7, IRAs, Simple IRA, SEP IRA, Qualified Retirement..., series 9/10, 401k Rollovers, Roth IRA, 401k, Customer Service, Mutual Funds
Education
Indiana Institute of Technology 2014 — 2017
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ten Gray's Charles Schwab Experience February 1994 - November 2003
Job Human Resources Consultant The University of Notre Dame
Industry Executive Office
Experience
University of Notre Dame July 2015 - Present
Bacon Law & Mediation January 2015 - July 2015
POLARIS Laboratories October 2013 - December 2014
Marion County Health Department September 2012 - July 2013
Conrad Hotels & Resorts October 2008 - April 2012
Park Tudor School November 2005 - June 2008
Aflac August 2004 - August 2005
YMCA of Greater Indianapolis January 2000 - August 2004
Charles Schwab February 1994 - November 2003
Skills
Public Speaking, Customer Service, Budgets, Social Media, Strategic Planning, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Leadership Development, Staff Development, Training, Teaching, Leadership, Event Planning, Management, Human Resources, Fundraising, Hospitality, Hiring, Recruiting, Team Building
Education
Indiana University Bloomington
Bachelor's degree
Martin University
Bachelor of Science (BS), Business Administration
University of Notre Dame July 2015 - Present
Bacon Law & Mediation January 2015 - July 2015
POLARIS Laboratories October 2013 - December 2014
Marion County Health Department September 2012 - July 2013
Conrad Hotels & Resorts October 2008 - April 2012
Park Tudor School November 2005 - June 2008
Aflac August 2004 - August 2005
YMCA of Greater Indianapolis January 2000 - August 2004
Charles Schwab February 1994 - November 2003
Skills
Public Speaking, Customer Service, Budgets, Social Media, Strategic Planning, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Leadership Development, Staff Development, Training, Teaching, Leadership, Event Planning, Management, Human Resources, Fundraising, Hospitality, Hiring, Recruiting, Team Building
Education
Indiana University Bloomington
Bachelor's degree
Martin University
Bachelor of Science (BS), Business Administration
Michael Labos's Charles Schwab Experience May 2007 - June 2008
Job Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor
Industry Financial Services
Experience
Pennsylvania Financial Group January 2012 - Present
First Niagara Bank August 2008 - January 2012
Charles Schwab May 2007 - June 2008
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Legal Studies
Central Catholic High School 1995 — 1999
Pennsylvania Financial Group January 2012 - Present
First Niagara Bank August 2008 - January 2012
Charles Schwab May 2007 - June 2008
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Legal Studies
Central Catholic High School 1995 — 1999
Kenneth Tew's Charles Schwab Experience October 1996 - September 2003
Job Account Executive at Kareo, Cloud based EHR, Practice Management and billing software
Industry Computer Software
Experience
Kareo January 2012 - Present
CENTURY 21 Scheetz June 2006 - November 2011
Merrill Lynch January 2004 - July 2004
Charles Schwab October 1996 - September 2003
Skills
Sales, Customer Service, Training, Cold Calling, Selling, Investments, Business Development, Real Estate, Account Management, Finance, Sales Process, Marketing, Social Media, Team Building, Portfolio Management, New Business Development, Negotiation, Salesforce.com, Microsoft Word
Education
Indiana University Bloomington
Kareo January 2012 - Present
CENTURY 21 Scheetz June 2006 - November 2011
Merrill Lynch January 2004 - July 2004
Charles Schwab October 1996 - September 2003
Skills
Sales, Customer Service, Training, Cold Calling, Selling, Investments, Business Development, Real Estate, Account Management, Finance, Sales Process, Marketing, Social Media, Team Building, Portfolio Management, New Business Development, Negotiation, Salesforce.com, Microsoft Word
Education
Indiana University Bloomington
Laura Schindler Frood's Charles Schwab Experience June 2000 - May 2001
Job Vice President, Financial Advisor at Sage Rutty and Co., Inc.
Industry Financial Services
Experience
Sage Rutty and Company August 2001 - Present
Charles Schwab June 2000 - May 2001
Skills
Investment Advisory, Retirement Income..., Financial Planning, Investment Management, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Health Insurance, Financial Services, Financial Advisory, Finance, Asset Allocation, Trading
Education
Indiana State University 1996 — 2000
Bachelor of Arts, Economics
Indiana State University 1996 — 2000
economics
Sage Rutty and Company August 2001 - Present
Charles Schwab June 2000 - May 2001
Skills
Investment Advisory, Retirement Income..., Financial Planning, Investment Management, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Health Insurance, Financial Services, Financial Advisory, Finance, Asset Allocation, Trading
Education
Indiana State University 1996 — 2000
Bachelor of Arts, Economics
Indiana State University 1996 — 2000
economics
Mike Dixon CFP®'s Charles Schwab Experience August 2015 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab July 2013 - July 2015
Charles Schwab March 1998 - June 2013
Merrill Lynch 1996 - 1997
Elegan Customwear 1995 - 1996
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science (BS), Biology
University of Miami 1990 — 1992
Charles Schwab August 2015 - Present
Charles Schwab July 2013 - July 2015
Charles Schwab March 1998 - June 2013
Merrill Lynch 1996 - 1997
Elegan Customwear 1995 - 1996
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science (BS), Biology
University of Miami 1990 — 1992
Sam Nelson's Charles Schwab Experience July 2010 - May 2012
Job Human Resources Generalist at Community Health Network
Industry Hospital & Health Care
Experience
Elements Financial October 2015 - Present
Community Health Network September 2013 - Present
Obsessive Book Nerd May 2014 - Present
Community Health Network June 2013 - September 2013
Community Health Network March 2013 - June 2013
Community Health Network June 2012 - March 2013
Charles Schwab July 2010 - May 2012
JC Hart May 2008 - June 2010
Online Transport July 2007 - April 2008
Skills
Training, Management, Customer Service, Onboarding, New Hire Orientations, Crisis Situations, Communication, Microsoft Office, Finance, Equity Trading, Time Management, Personnel Management, Employee Benefits, Human Resources, Payroll, Coaching, Interviews
Education
The Pennsylvania State University 2013 — 2015
Masters Degree, Human Resources and Employment Relations, 3.8 / 4.0
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (BS), Managment and Operations, 3.5 / 4.0
Elements Financial October 2015 - Present
Community Health Network September 2013 - Present
Obsessive Book Nerd May 2014 - Present
Community Health Network June 2013 - September 2013
Community Health Network March 2013 - June 2013
Community Health Network June 2012 - March 2013
Charles Schwab July 2010 - May 2012
JC Hart May 2008 - June 2010
Online Transport July 2007 - April 2008
Skills
Training, Management, Customer Service, Onboarding, New Hire Orientations, Crisis Situations, Communication, Microsoft Office, Finance, Equity Trading, Time Management, Personnel Management, Employee Benefits, Human Resources, Payroll, Coaching, Interviews
Education
The Pennsylvania State University 2013 — 2015
Masters Degree, Human Resources and Employment Relations, 3.8 / 4.0
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (BS), Managment and Operations, 3.5 / 4.0
Mark Ramseth's Charles Schwab Experience January 2013 - Present
Job Stock Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Indiana Small Business Development Center September 2011 - December 2012
Indiana State University August 2011 - December 2012
Fiserv January 2007 - June 2010
Purdue University September 2004 - December 2006
RadioShack November 2002 - August 2003
Education
Indiana State University 2011 — 2012
Master, Business Administration; Finance Concentration
Purdue University 2003 — 2006
Bachelor of Arts, Law and Society
Charles Schwab January 2013 - Present
Indiana Small Business Development Center September 2011 - December 2012
Indiana State University August 2011 - December 2012
Fiserv January 2007 - June 2010
Purdue University September 2004 - December 2006
RadioShack November 2002 - August 2003
Education
Indiana State University 2011 — 2012
Master, Business Administration; Finance Concentration
Purdue University 2003 — 2006
Bachelor of Arts, Law and Society
Justin Thibault, AAMS®'s Charles Schwab Experience May 2012 - March 2014
Job Financial Professional Skilled in Analysis and Investing. Winner of Company’s Selective Key Contributor Award.
Industry Financial Services
Experience
Charles Schwab May 2012 - March 2014
Charles Schwab December 2011 - May 2012
Charles Schwab February 2011 - December 2011
American Income Life February 2010 - May 2010
WestPoint Financial Group May 2009 - August 2009
Skills
Equities, Mutual Funds, Fixed Income, Investments, Risk Management, Capital Markets, Securities, Finance, Investment Strategies, Trading, Asset Allocation, Financial Services, Derivatives, Bonds, ETFs, Wealth Management, Investment Management, Portfolio Management, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, FINRA, Series 7, Series 63, Equity Valuation, Valuation, Microsoft Office, Customer Service, Leadership, Options
Education
Indiana University 2005 — 2009
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2005 — 2009
Business Foundations Certificate
Charles Schwab May 2012 - March 2014
Charles Schwab December 2011 - May 2012
Charles Schwab February 2011 - December 2011
American Income Life February 2010 - May 2010
WestPoint Financial Group May 2009 - August 2009
Skills
Equities, Mutual Funds, Fixed Income, Investments, Risk Management, Capital Markets, Securities, Finance, Investment Strategies, Trading, Asset Allocation, Financial Services, Derivatives, Bonds, ETFs, Wealth Management, Investment Management, Portfolio Management, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, FINRA, Series 7, Series 63, Equity Valuation, Valuation, Microsoft Office, Customer Service, Leadership, Options
Education
Indiana University 2005 — 2009
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2005 — 2009
Business Foundations Certificate
Wayne Carey's Charles Schwab Experience December 2004 - May 2009
Job Health Care
Industry Hospital & Health Care
Experience
Marion County Health Department November 2009 - Present
MCPHD 2009 - June 2013
Charles Schwab December 2004 - May 2009
Volunteer 2009 - 2009
Charles Schwab 2004 - 2009
Imagistics International Inc / Pitney Bowes January 1979 - January 2004
G Men Stores January 2001 - January 2003
Education
Indiana Institute of Technology 1997 — 2003
MBA, Business management
Indiana Institute of Technology
MBA, Business Management/ Human Resources
Indiana Institute of Technology
B.S, Business Management
Marion County Health Department November 2009 - Present
MCPHD 2009 - June 2013
Charles Schwab December 2004 - May 2009
Volunteer 2009 - 2009
Charles Schwab 2004 - 2009
Imagistics International Inc / Pitney Bowes January 1979 - January 2004
G Men Stores January 2001 - January 2003
Education
Indiana Institute of Technology 1997 — 2003
MBA, Business management
Indiana Institute of Technology
MBA, Business Management/ Human Resources
Indiana Institute of Technology
B.S, Business Management
Matthew Ambrose Matthew Ambrose's Charles Schwab Experience June 2009 - July 2010
Job Commercial Real Estate Capital Markets Professional
Industry Real Estate
Experience
Crossroads Realty Advisors February 2015 - Present
Ryan January 2013 - February 2015
Thomson Reuters July 2010 - January 2013
Charles Schwab June 2009 - July 2010
Skills
Real Estate Economics, Consulting, Financial Statement..., Strategic Negotiations, Investment Properties, Commercial Real Estate..., Real Estate Tax Appeals, Commercial Lending, Underwriting, Real Estate Financing, Financial Modeling, Financial Analysis, Marketing, Microsoft Excel, Real Estate, Valuation, Brokerage, Leadership, Commercial Real Estate, Property Tax
Education
Indiana University - Kelley School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Miami University 2005 — 2009
Bachelor's degree, Finance
Crossroads Realty Advisors February 2015 - Present
Ryan January 2013 - February 2015
Thomson Reuters July 2010 - January 2013
Charles Schwab June 2009 - July 2010
Skills
Real Estate Economics, Consulting, Financial Statement..., Strategic Negotiations, Investment Properties, Commercial Real Estate..., Real Estate Tax Appeals, Commercial Lending, Underwriting, Real Estate Financing, Financial Modeling, Financial Analysis, Marketing, Microsoft Excel, Real Estate, Valuation, Brokerage, Leadership, Commercial Real Estate, Property Tax
Education
Indiana University - Kelley School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Miami University 2005 — 2009
Bachelor's degree, Finance
Marcus Holman's Charles Schwab Experience July 2015 - Present
Job Estate Services associate at Charles Schwab
Industry Translation and Localization
Experience
Charles Schwab July 2015 - Present
Indys Campaign for Financial Fitness/VITA January 2015 - July 2015
FedEx Express July 2014 - January 2015
United Way of Central Indiana May 2012 - April 2014
United Way of Metropolitan Nashville February 2012 - May 2012
Another Look Sports & Fitness, LLC November 2009 - May 2012
Guardian Protection Services May 2008 - June 2009
YMCA of Central Florida August 2003 - June 2008
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Volunteer Management, Nonprofits, Program Development, Event Management, Grant Writing, Community Outreach, Management, Newsletters, Public Relations, Grants, Philanthropy, Social Media, Media Relations
Education
Indiana State University 1996 — 2000
Charles Schwab July 2015 - Present
Indys Campaign for Financial Fitness/VITA January 2015 - July 2015
FedEx Express July 2014 - January 2015
United Way of Central Indiana May 2012 - April 2014
United Way of Metropolitan Nashville February 2012 - May 2012
Another Look Sports & Fitness, LLC November 2009 - May 2012
Guardian Protection Services May 2008 - June 2009
YMCA of Central Florida August 2003 - June 2008
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Volunteer Management, Nonprofits, Program Development, Event Management, Grant Writing, Community Outreach, Management, Newsletters, Public Relations, Grants, Philanthropy, Social Media, Media Relations
Education
Indiana State University 1996 — 2000
Chris Crone's Charles Schwab Experience 1995 - 1997
Job Line of Business Executive at FIS
Industry Banking
Experience
FIS September 2011 - Present
FIS March 2006 - September 2011
Wells Fargo April 1998 - March 2006
Charles Schwab 1995 - 1997
Skills
Electronic Payments, Payments, Risk Management, Credit Cards, Payment Card Processing, Banking, Debit Cards, Relationship Management, Mobile Payments, Payment Systems, Contract Negotiation, Strategic Partnerships, ACH, Merchant Services, Executive Management, Sales Management
Education
Indiana State University 1989 — 1994
Bachelor of Science (B.S.), Business Administration
FIS September 2011 - Present
FIS March 2006 - September 2011
Wells Fargo April 1998 - March 2006
Charles Schwab 1995 - 1997
Skills
Electronic Payments, Payments, Risk Management, Credit Cards, Payment Card Processing, Banking, Debit Cards, Relationship Management, Mobile Payments, Payment Systems, Contract Negotiation, Strategic Partnerships, ACH, Merchant Services, Executive Management, Sales Management
Education
Indiana State University 1989 — 1994
Bachelor of Science (B.S.), Business Administration
Richard Cheever's Charles Schwab Experience 1992 - 1999
Job Portfolio Advisor/Research Analyst at North Berkeley Investment Partners
Industry Investment Management
Experience
North Berkeley Investment Partners April 2015 - Present
McCullough & Associates LLC May 2014 - March 2015
SunTrust Robinson Humphrey August 2007 - April 2014
Bancroft Partners January 2007 - August 2007
Spectrum Settlement Recovery December 2005 - November 2006
Collins & Company September 2001 - July 2005
Compaq Computer June 1999 - June 2001
Charles Schwab 1992 - 1999
Charles Schwab 1992 - 1999
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Finance, Series 7, Investment Valuation, Statement Analysis, Analysis, Equity Research, Capital Markets, Securities, Bloomberg
Education
Indiana University 1996 — 1999
MBA, Finance
Purdue Univeristy 1984 — 1988
BS, Industrial Management
L.P.H.S.
North Berkeley Investment Partners April 2015 - Present
McCullough & Associates LLC May 2014 - March 2015
SunTrust Robinson Humphrey August 2007 - April 2014
Bancroft Partners January 2007 - August 2007
Spectrum Settlement Recovery December 2005 - November 2006
Collins & Company September 2001 - July 2005
Compaq Computer June 1999 - June 2001
Charles Schwab 1992 - 1999
Charles Schwab 1992 - 1999
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Finance, Series 7, Investment Valuation, Statement Analysis, Analysis, Equity Research, Capital Markets, Securities, Bloomberg
Education
Indiana University 1996 — 1999
MBA, Finance
Purdue Univeristy 1984 — 1988
BS, Industrial Management
L.P.H.S.
Mary Weingardt's Charles Schwab Experience March 2001 - March 2003
Job Business Development & Relationship Management
Industry Market Research
Experience
LeadJen August 2014 - Present
McGraw-Hill Education January 2014 - August 2014
ITT Technical Institute July 2012 - June 2013
TD Ameritade December 2007 - December 2010
BMO Harris Bank November 2006 - December 2007
Charles Schwab March 2001 - March 2003
Charles Schwab January 2000 - March 2001
Skills
New Business Development, Financial Analysis, Account Management, Marketing, Strategic Planning, Marketing Strategy, Customer Service, Customer Relations, Program Management, Investments, Portfolio Management, Sales Management, Budgeting, Negotiation, Business Strategy, Financial Planning, Corporate Finance, Research, Competitive Analysis, Business Planning, Team Building, Problem Solving, Coaching, Microsoft Office, Market Research, Credit, Financial Reporting, German, Compliance, Management, Leadership, Business Development, Training, CRM, Sales, Finance, Analysis, Social Networking, Strategy, Social Media Marketing, Lead Generation, Social Media, Salesforce.com, B2B, Process Improvement, Executive Management, Relationship Management, Project Management, Marketing Communications, Email Marketing
Education
Webster University 1994 — 1996
Master of Arts
Indiana University Bloomington 1986 — 1992
Bachelor of Arts
LeadJen August 2014 - Present
McGraw-Hill Education January 2014 - August 2014
ITT Technical Institute July 2012 - June 2013
TD Ameritade December 2007 - December 2010
BMO Harris Bank November 2006 - December 2007
Charles Schwab March 2001 - March 2003
Charles Schwab January 2000 - March 2001
Skills
New Business Development, Financial Analysis, Account Management, Marketing, Strategic Planning, Marketing Strategy, Customer Service, Customer Relations, Program Management, Investments, Portfolio Management, Sales Management, Budgeting, Negotiation, Business Strategy, Financial Planning, Corporate Finance, Research, Competitive Analysis, Business Planning, Team Building, Problem Solving, Coaching, Microsoft Office, Market Research, Credit, Financial Reporting, German, Compliance, Management, Leadership, Business Development, Training, CRM, Sales, Finance, Analysis, Social Networking, Strategy, Social Media Marketing, Lead Generation, Social Media, Salesforce.com, B2B, Process Improvement, Executive Management, Relationship Management, Project Management, Marketing Communications, Email Marketing
Education
Webster University 1994 — 1996
Master of Arts
Indiana University Bloomington 1986 — 1992
Bachelor of Arts
TJ Dunker's Charles Schwab Experience March 2000 - September 2004
Job Head of Stores at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store July 2013 - Present
TD Ameritrade July 2012 - July 2013
TD Ameritrade April 2010 - July 2012
TD Ameritrade June 2009 - April 2010
TD Ameritrade January 2008 - June 2009
TD Ameritrade December 2006 - January 2008
TD Ameritrade September 2004 - December 2006
Charles Schwab March 2000 - September 2004
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Corporate finance
Xavier University 1995 — 1999
BS, Chemistry
The Mutual Fund Store July 2013 - Present
TD Ameritrade July 2012 - July 2013
TD Ameritrade April 2010 - July 2012
TD Ameritrade June 2009 - April 2010
TD Ameritrade January 2008 - June 2009
TD Ameritrade December 2006 - January 2008
TD Ameritrade September 2004 - December 2006
Charles Schwab March 2000 - September 2004
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Corporate finance
Xavier University 1995 — 1999
BS, Chemistry
Martin Stroup's Charles Schwab Experience July 2015 - Present
Job Sr. Manager Product Strategy and Data Analysis, Managed Accounts at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Independent Consultant November 2012 - January 2015
CME Group February 2010 - June 2012
CME Group November 2007 - February 2010
CME Group February 2005 - November 2007
CME Group June 2003 - February 2005
Waterstone Consulting March 1999 - May 2001
accenture 1997 - 1999
Andersen Consulting 1997 - 1999
Skills
Strategy, Business Strategy, Strategic Planning, Cross-functional Team..., Competitive Analysis, Finance, Financial Modeling, Business Planning, Strategy Development, Product Management, Strategy Execution, Start-ups, Go-to-market Strategy, Business Development, Corporate Strategy..., Management, Leadership, Mergers & Acquisitions, Global Business Planning, Data Analysis, PowerPoint, Microsoft Excel, Customer Segmentation..., Acquisition Integration, New Business Development, Due Diligence, Corporate Development, Scenario Planning, Scenario Development, Scenario Analysis
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Strategic Consulting, Finance
University of Illinois at Urbana-Champaign 1993 — 1996
BA, Finance
Charles Schwab July 2015 - Present
Independent Consultant November 2012 - January 2015
CME Group February 2010 - June 2012
CME Group November 2007 - February 2010
CME Group February 2005 - November 2007
CME Group June 2003 - February 2005
Waterstone Consulting March 1999 - May 2001
accenture 1997 - 1999
Andersen Consulting 1997 - 1999
Skills
Strategy, Business Strategy, Strategic Planning, Cross-functional Team..., Competitive Analysis, Finance, Financial Modeling, Business Planning, Strategy Development, Product Management, Strategy Execution, Start-ups, Go-to-market Strategy, Business Development, Corporate Strategy..., Management, Leadership, Mergers & Acquisitions, Global Business Planning, Data Analysis, PowerPoint, Microsoft Excel, Customer Segmentation..., Acquisition Integration, New Business Development, Due Diligence, Corporate Development, Scenario Planning, Scenario Development, Scenario Analysis
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Strategic Consulting, Finance
University of Illinois at Urbana-Champaign 1993 — 1996
BA, Finance
Andrew Visci's Charles Schwab Experience June 1999 - Present
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
Skills
Series 63, Series 65, Series 7, Series 9 & 10, Wealth Management, Retirement Planning, Investment Strategies, Portfolio Management, Fixed Income, Strategic Financial..., Relationship Management, Insurance
Education
Indiana University - Kelley School of Business 1995 — 1999
Finance
Charles Schwab June 1999 - Present
Skills
Series 63, Series 65, Series 7, Series 9 & 10, Wealth Management, Retirement Planning, Investment Strategies, Portfolio Management, Fixed Income, Strategic Financial..., Relationship Management, Insurance
Education
Indiana University - Kelley School of Business 1995 — 1999
Finance
Curt Dean's Charles Schwab Experience January 1990 - July 2012
Job Realtor at Green Street Real Estate, Inc
Industry Financial Services
Experience
Green Street Real Estate, Inc September 2014 - Present
Abigail Brooke LLC June 2006 - Present
Director - Marketing, Nouveau Real Estate July 2012 - September 2014
Charles Schwab January 1990 - July 2012
Skills
Business Analysis, Investment Strategies, Banking, Asset Allocation, Managerial Finance, Wealth Management, Project Management, Process Improvement, Sales Management, Equities, Software Project..., Leadership, Management, Securities, Mutual Funds, Investment Advisory, Retirement Planning, Asset Management, Strategic Financial..., Financial Analysis, Portfolio Management, Customer Service, Series 7, Risk Management, Visio, Series 63, Fixed Income, Alternative Investments, Financial Services, Investments, Options, Trading, Financial Markets, Financial Planning, Retirement
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Public Finance
Indiana University Bloomington
Bachelor of Science (B.S.), Finance, General
Green Street Real Estate, Inc September 2014 - Present
Abigail Brooke LLC June 2006 - Present
Director - Marketing, Nouveau Real Estate July 2012 - September 2014
Charles Schwab January 1990 - July 2012
Skills
Business Analysis, Investment Strategies, Banking, Asset Allocation, Managerial Finance, Wealth Management, Project Management, Process Improvement, Sales Management, Equities, Software Project..., Leadership, Management, Securities, Mutual Funds, Investment Advisory, Retirement Planning, Asset Management, Strategic Financial..., Financial Analysis, Portfolio Management, Customer Service, Series 7, Risk Management, Visio, Series 63, Fixed Income, Alternative Investments, Financial Services, Investments, Options, Trading, Financial Markets, Financial Planning, Retirement
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Public Finance
Indiana University Bloomington
Bachelor of Science (B.S.), Finance, General
Jim Velazquez's Charles Schwab Experience 1994 - Present
Job ELearning and Learning Applications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1994 - Present
Travelers 1991 - 1994
Skills
Series 7, User Experience, Training Delivery, Employee Training, Business Analysis, Needs Analysis, Management, Team Building, Usability, E-Learning, User-centered Design, Leadership, Financial Services, Talent Management, Leadership Development, Employee Engagement, Training, Project Management, Coaching, Process Improvement, Business Strategy
Education
Indiana University Bloomington
Bachelors, Business, Economics, Public Affairs
Charles Schwab 1994 - Present
Travelers 1991 - 1994
Skills
Series 7, User Experience, Training Delivery, Employee Training, Business Analysis, Needs Analysis, Management, Team Building, Usability, E-Learning, User-centered Design, Leadership, Financial Services, Talent Management, Leadership Development, Employee Engagement, Training, Project Management, Coaching, Process Improvement, Business Strategy
Education
Indiana University Bloomington
Bachelors, Business, Economics, Public Affairs
Ben Hasser's Charles Schwab Experience August 2006 - August 2010
Job Accountant at ProTrans International
Industry Accounting
Experience
ProTrans International May 2013 - Present
BCforward August 2010 - May 2013
Charles Schwab August 2006 - August 2010
Education
Indiana University - Kelley School of Business 2002 — 2006
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
ProTrans International May 2013 - Present
BCforward August 2010 - May 2013
Charles Schwab August 2006 - August 2010
Education
Indiana University - Kelley School of Business 2002 — 2006
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
Cless Stephen's Charles Schwab Experience February 2000 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2000 - Present
Education
Indiana University - Kelley School of Business 1995 — 1999
Charles Schwab February 2000 - Present
Education
Indiana University - Kelley School of Business 1995 — 1999
Kendel Enoch's Charles Schwab Experience August 2012 - August 2013
Job Internal Business Analyst
Industry Financial Services
Experience
Charles Schwab August 2012 - August 2013
Education
Indiana University Bloomington 2001 — 2006
Charles Schwab August 2012 - August 2013
Education
Indiana University Bloomington 2001 — 2006
Nadeen Kassem's Charles Schwab Experience February 2006 - March 2007
Job Business Manager
Industry Management Consulting
Experience
Tom Wood Management March 2007 - Present
Charles Schwab February 2006 - March 2007
Education
Indiana University - Kelley School of Business 2002 — 2005
Bachelors Degree, Finance
Tom Wood Management March 2007 - Present
Charles Schwab February 2006 - March 2007
Education
Indiana University - Kelley School of Business 2002 — 2005
Bachelors Degree, Finance
Gary Kyzr-Sheeley's Charles Schwab Experience 2008 - 2014
Job Owner, Concentric Solutions Corporation
Industry Government Relations
Experience
Charles Schwab 2008 - 2014
Concentric Solutions Corporation October 2006 - November 2009
Sequoia Consulting Group July 2004 - August 2006
MAXIMUS, Inc. December 1993 - June 2004
Indiana Office of Medicaid Policy and Planning 1989 - 1992
JCMH 1982 - 1985
Skills
Program Management, Nonprofits, Policy, Non-profits, Government, Microsoft Office, Leadership, Healthcare, Marketing, Proposal Writing, Policy Analysis, Project Management, Public Policy, Strategic Planning, Social Services, Community Outreach, Team Building
Education
Indiana University Bloomington 1975 — 1979
MA, PhD, Public Administration, Political Science
Charles Schwab 2008 - 2014
Concentric Solutions Corporation October 2006 - November 2009
Sequoia Consulting Group July 2004 - August 2006
MAXIMUS, Inc. December 1993 - June 2004
Indiana Office of Medicaid Policy and Planning 1989 - 1992
JCMH 1982 - 1985
Skills
Program Management, Nonprofits, Policy, Non-profits, Government, Microsoft Office, Leadership, Healthcare, Marketing, Proposal Writing, Policy Analysis, Project Management, Public Policy, Strategic Planning, Social Services, Community Outreach, Team Building
Education
Indiana University Bloomington 1975 — 1979
MA, PhD, Public Administration, Political Science
Stephanie Mance's Charles Schwab Experience February 2015 - Present
Job Executive Business Support at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab January 2014 - February 2015
Charles Schwab March 2012 - January 2014
Charles Schwab October 2009 - March 2012
Nordstrom March 2008 - October 2009
Macy's June 2007 - March 2008
Skills
Project Management, Communication, Change Management, Series 7, Series 63, AAMS, Gallup Strengths, Sales, Strategy, Securities, Finance, Program Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (BS), Finance, General
Charles Schwab February 2015 - Present
Charles Schwab January 2014 - February 2015
Charles Schwab March 2012 - January 2014
Charles Schwab October 2009 - March 2012
Nordstrom March 2008 - October 2009
Macy's June 2007 - March 2008
Skills
Project Management, Communication, Change Management, Series 7, Series 63, AAMS, Gallup Strengths, Sales, Strategy, Securities, Finance, Program Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (BS), Finance, General
Jeffrey Coté, AAMS®'s Charles Schwab Experience April 2012 - Present
Job Sr. Financial Consultant & Vice President with Charles Schwab and Co., Inc.
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Charles Schwab January 2009 - March 2012
Charles Schwab June 2003 - December 2008
Education
Indiana University Bloomington 1992 — 1995
Master of Fine Arts (MFA), Theatre/Theater
Sonoma State University 1988 — 1992
Bachelor's degree, Communication, General
Charles Schwab April 2012 - Present
Charles Schwab January 2009 - March 2012
Charles Schwab June 2003 - December 2008
Education
Indiana University Bloomington 1992 — 1995
Master of Fine Arts (MFA), Theatre/Theater
Sonoma State University 1988 — 1992
Bachelor's degree, Communication, General
Brian Galloway's Charles Schwab Experience February 1993 - March 1999
Job IT Consultant
Industry Information Technology and Services
Experience
Rehabilitation Hospital of Indiana (RHI) July 2015 - Present
The ICSS April 2011 - December 2012
CMG Associates March 2007 - October 2010
Teraco, Inc May 2004 - February 2007
Duke Energy Field Services March 2003 - April 2004
TerraGraphiX January 2002 - January 2003
Charles Schwab February 1993 - March 1999
Skills
Information se, SharePoint, MS Project, Web Development, Microsoft Office, .NET, System Administration, Microsoft SQL Server, Servers, Windows Server, Networking, Integration, Project Management, Databases
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
A.S., Computer Technology
Indiana State University 1990 — 1992
Finance
Carmel High School 1987 — 1990
Rehabilitation Hospital of Indiana (RHI) July 2015 - Present
The ICSS April 2011 - December 2012
CMG Associates March 2007 - October 2010
Teraco, Inc May 2004 - February 2007
Duke Energy Field Services March 2003 - April 2004
TerraGraphiX January 2002 - January 2003
Charles Schwab February 1993 - March 1999
Skills
Information se, SharePoint, MS Project, Web Development, Microsoft Office, .NET, System Administration, Microsoft SQL Server, Servers, Windows Server, Networking, Integration, Project Management, Databases
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
A.S., Computer Technology
Indiana State University 1990 — 1992
Finance
Carmel High School 1987 — 1990
Gregory Strobel's Charles Schwab Experience August 2011 - Present
Job Sr. Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Great-West Retirement Services December 2009 - August 2011
Charles Schwab September 2009 - December 2009
Randstad September 2009 - December 2009
Aurora Bank FSB April 2009 - July 2009
Sempera Professional Services, Inc. April 2009 - July 2009
Charles Schwab August 2008 - April 2009
Merrill Lynch July 2000 - July 2008
Merrill Lynch April 1998 - July 2000
Fidelity Investments August 1993 - April 1998
Education
Indiana University - Kelley School of Business 1991 — 1993
BS, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Charles Schwab August 2011 - Present
Great-West Retirement Services December 2009 - August 2011
Charles Schwab September 2009 - December 2009
Randstad September 2009 - December 2009
Aurora Bank FSB April 2009 - July 2009
Sempera Professional Services, Inc. April 2009 - July 2009
Charles Schwab August 2008 - April 2009
Merrill Lynch July 2000 - July 2008
Merrill Lynch April 1998 - July 2000
Fidelity Investments August 1993 - April 1998
Education
Indiana University - Kelley School of Business 1991 — 1993
BS, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Bonnie Zonkle's Charles Schwab Experience January 2000 - September 2006
Job Administrative Assistant/Bookkeeper at Great Seats Company, Inc.
Industry Accounting
Experience
Great Seats Company, Inc. April 2007 - Present
Charles Schwab January 2000 - September 2006
Education
Indiana University - Kelley School of Business 1995 — 1999
BS, Accounting & Finance
Great Seats Company, Inc. April 2007 - Present
Charles Schwab January 2000 - September 2006
Education
Indiana University - Kelley School of Business 1995 — 1999
BS, Accounting & Finance
Adam Lorber, CFA, CTP's Charles Schwab Experience June 2000 - April 2001
Job Manager Debt Finance at Ascension Health
Industry Hospital & Health Care
Experience
Ascension Health November 2010 - Present
Anheuser-Busch Companies, Inc. December 2008 - October 2010
Anheuser-Busch Companies, Inc. June 2008 - December 2008
Anheuser-Busch Companies, Inc. August 2006 - May 2008
Federal Home Loan Bank of Indianapolis June 2006 - August 2006
Federal Home Loan Bank of Indianapolis January 2006 - June 2006
Federal Home Loan Bank of Indianapolis January 2004 - January 2006
Federal Home Loan Bank of Indianapolis October 2002 - December 2003
Federal Home Loan Bank of Indianapolis April 2001 - October 2002
Charles Schwab June 2000 - April 2001
Skills
Financial Modeling, Analysis, Sarbanes-Oxley Act, Management, Finance, Risk Management, Forecasting, Banking, Portfolio Management, Budgets
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Indiana University - Kelley School of Business 1996 — 2000
BS, Finance, International Finance, Economics
Ascension Health November 2010 - Present
Anheuser-Busch Companies, Inc. December 2008 - October 2010
Anheuser-Busch Companies, Inc. June 2008 - December 2008
Anheuser-Busch Companies, Inc. August 2006 - May 2008
Federal Home Loan Bank of Indianapolis June 2006 - August 2006
Federal Home Loan Bank of Indianapolis January 2006 - June 2006
Federal Home Loan Bank of Indianapolis January 2004 - January 2006
Federal Home Loan Bank of Indianapolis October 2002 - December 2003
Federal Home Loan Bank of Indianapolis April 2001 - October 2002
Charles Schwab June 2000 - April 2001
Skills
Financial Modeling, Analysis, Sarbanes-Oxley Act, Management, Finance, Risk Management, Forecasting, Banking, Portfolio Management, Budgets
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Indiana University - Kelley School of Business 1996 — 2000
BS, Finance, International Finance, Economics
Jackie Peters's Charles Schwab Experience 1999 - 2001
Job Senior Project Manager at Walker Information
Industry Management Consulting
Experience
Walker Information June 2007 - Present
Warren Central 2004 - 2007
University of Indianapolis September 2002 - July 2004
University of Indianapolis July 2002 - July 2004
Charles Schwab 1999 - 2001
Skills
Process Improvement, Management, Quality Assurance, Project Planning, Market Research, Strategic Planning, Project Management, Social Media, Marketing, Leadership, Data Analysis, Program Management, Cross-functional Team..., Training, Analytics, Consulting, Business Intelligence, Team Leadership, Customer Experience, Business Process..., Strategy, CRM
Education
University of Indianapolis 2002 — 2004
Masters, Teaching
Indiana University Bloomington 1995 — 1999
Bachelors, Business Marketing
Walker Information June 2007 - Present
Warren Central 2004 - 2007
University of Indianapolis September 2002 - July 2004
University of Indianapolis July 2002 - July 2004
Charles Schwab 1999 - 2001
Skills
Process Improvement, Management, Quality Assurance, Project Planning, Market Research, Strategic Planning, Project Management, Social Media, Marketing, Leadership, Data Analysis, Program Management, Cross-functional Team..., Training, Analytics, Consulting, Business Intelligence, Team Leadership, Customer Experience, Business Process..., Strategy, CRM
Education
University of Indianapolis 2002 — 2004
Masters, Teaching
Indiana University Bloomington 1995 — 1999
Bachelors, Business Marketing
jon hadley's Charles Schwab Experience August 2006 - April 2009
Job staff respiratory therapist at florida hospital for children
Industry Hospital & Health Care
Experience
florida hospital for children June 2012 - Present
riley childrens hospital April 2009 - June 2012
Riley Children's Hospital April 2009 - June 2012
Charles Schwab August 2006 - April 2009
riley children's hospital October 1995 - August 2006
St. Francis Hospital June 1999 - June 2000
St. Joseph Hospital June 1995 - December 1995
riley hospital February 1993 - June 1995
Skills
Respiratory Therapy, Investments, Retirement Planning, Series 7, Trading, Asset Allocation, Emergency Room, Time Management, Operating Room, NICU, Financial Advisory, Ventilators, Accounting, Microsoft Excel, Healthcare, Financial Analysis, Finance, PowerPoint, Critical Thinking, Strategic Planning
Education
Indiana University - Kelley School of Business 2002 — 2005
MBA, Finance
Indiana University-Purdue University at Indianapolis 1990 — 1994
BS, respiratory therapy
florida hospital for children June 2012 - Present
riley childrens hospital April 2009 - June 2012
Riley Children's Hospital April 2009 - June 2012
Charles Schwab August 2006 - April 2009
riley children's hospital October 1995 - August 2006
St. Francis Hospital June 1999 - June 2000
St. Joseph Hospital June 1995 - December 1995
riley hospital February 1993 - June 1995
Skills
Respiratory Therapy, Investments, Retirement Planning, Series 7, Trading, Asset Allocation, Emergency Room, Time Management, Operating Room, NICU, Financial Advisory, Ventilators, Accounting, Microsoft Excel, Healthcare, Financial Analysis, Finance, PowerPoint, Critical Thinking, Strategic Planning
Education
Indiana University - Kelley School of Business 2002 — 2005
MBA, Finance
Indiana University-Purdue University at Indianapolis 1990 — 1994
BS, respiratory therapy
pradeep aerram's Charles Schwab Experience June 2007 - December 2007
Job Sr. Manager Automation at TriNet
Industry Computer Software
Experience
TriNet May 2015 - Present
GE Software July 2011 - April 2015
Delta Dental December 2007 - July 2011
Charles Schwab June 2007 - December 2007
Visa June 2000 - June 2007
Education
Indian Institute of Technology, Roorkee
Masters
TriNet May 2015 - Present
GE Software July 2011 - April 2015
Delta Dental December 2007 - July 2011
Charles Schwab June 2007 - December 2007
Visa June 2000 - June 2007
Education
Indian Institute of Technology, Roorkee
Masters
Antoinette Taylor's Charles Schwab Experience 2006 - 2007
Job Nurse
Industry Hospital & Health Care
Experience
Visiting Angels February 2011 - Present
H&R Block November 1998 - April 2013
MedTech College January 2010 - April 2011
Pynkerton Chiropractic July 2009 - August 2009
SallieMae Servicing, Inc August 2007 - March 2008
Charles Schwab 2006 - 2007
Advanced Physical Therapy January 2002 - January 2006
Midtown Mental Health February 2000 - October 2004
Skills
Public Speaking, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Data Entry, Outlook, Microsoft Excel, Telephone Skills
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Bachelor's Degree, Technical Management
Strayer University (DC) 2012 — 2014
Bachelor's degree, Business/Entrepreneurship/Entrepreneurial Studies
MedTech College 2010 — 2011
Associate of Arts and Sciences (AAS), Practical Nursing, Vocational Nursing and Nursing Assistants
MedTech College 2007 — 2009
Associate of Arts and Sciences (AAS), Medical Assisting
Indiana University Bloomington 1997 — 2004
BS, Psychology
Northwest High School
Visiting Angels February 2011 - Present
H&R Block November 1998 - April 2013
MedTech College January 2010 - April 2011
Pynkerton Chiropractic July 2009 - August 2009
SallieMae Servicing, Inc August 2007 - March 2008
Charles Schwab 2006 - 2007
Advanced Physical Therapy January 2002 - January 2006
Midtown Mental Health February 2000 - October 2004
Skills
Public Speaking, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Data Entry, Outlook, Microsoft Excel, Telephone Skills
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Bachelor's Degree, Technical Management
Strayer University (DC) 2012 — 2014
Bachelor's degree, Business/Entrepreneurship/Entrepreneurial Studies
MedTech College 2010 — 2011
Associate of Arts and Sciences (AAS), Practical Nursing, Vocational Nursing and Nursing Assistants
MedTech College 2007 — 2009
Associate of Arts and Sciences (AAS), Medical Assisting
Indiana University Bloomington 1997 — 2004
BS, Psychology
Northwest High School
Nancy Hastings's Charles Schwab Experience 2000 - 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
City & County of San Francisco November 2001 - August 2008
Charles Schwab 2000 - 2001
EKC Inc. 1998 - 2000
Eberhard Klemens Co. 1998 - 2000
Indiana Insurance 1989 - 1993
Skills
Computer Security, Contract Negotiation, Data Center, Disaster Recovery, IT Management, Information Security, Microsoft Office, Networking, Security, Project Planning, Project Management, SDLC, Cloud Computing
Education
Indiana University - Kelley School of Business 1981 — 1989
BS, Management
Indiana University-Purdue University at Indianapolis 1981 — 1984
AAS Computer Technology, Computer Technology
City & County of San Francisco November 2001 - August 2008
Charles Schwab 2000 - 2001
EKC Inc. 1998 - 2000
Eberhard Klemens Co. 1998 - 2000
Indiana Insurance 1989 - 1993
Skills
Computer Security, Contract Negotiation, Data Center, Disaster Recovery, IT Management, Information Security, Microsoft Office, Networking, Security, Project Planning, Project Management, SDLC, Cloud Computing
Education
Indiana University - Kelley School of Business 1981 — 1989
BS, Management
Indiana University-Purdue University at Indianapolis 1981 — 1984
AAS Computer Technology, Computer Technology
Molly Pearson's Charles Schwab Experience December 2014 - Present
Job Senior Business Systems Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2014 - Present
Firestone Building Products December 2013 - December 2014
Firestone Building Products August 2012 - December 2013
Fiserv May 2012 - August 2012
Fiserv August 2009 - May 2012
Direct Brands, Inc. August 1994 - August 2009
Skills
User Interface Design, Performance Testing, Training, SDLC, Business Analysis, Mainframe, Requirements Analysis, COBOL, Software Documentation, CICS, Functional..., User Stories, Composition, Microsoft Office, Quality Assurance, User Acceptance Testing, Visio, VB.NET, Context Diagrams, Elicitation, BRDs, State Diagrams, Activity Diagrams, Workflow Diagrams, Full project lifecycle..., IT Project Leadership, User Interface..., Requirements..., Stakeholder Analysis, Use Case Analysis, Use Case Diagrams, BPMN, Business Case, Project Estimation, Process Improvement, Business Requirements, Vendor Management, Analysis, SAP SD, SAP CRM, Blueprinting, EDI, Requirements Gathering
Education
Indiana University Bloomington 1990 — 1994
B.S., Secondary English Education
Charles Schwab December 2014 - Present
Firestone Building Products December 2013 - December 2014
Firestone Building Products August 2012 - December 2013
Fiserv May 2012 - August 2012
Fiserv August 2009 - May 2012
Direct Brands, Inc. August 1994 - August 2009
Skills
User Interface Design, Performance Testing, Training, SDLC, Business Analysis, Mainframe, Requirements Analysis, COBOL, Software Documentation, CICS, Functional..., User Stories, Composition, Microsoft Office, Quality Assurance, User Acceptance Testing, Visio, VB.NET, Context Diagrams, Elicitation, BRDs, State Diagrams, Activity Diagrams, Workflow Diagrams, Full project lifecycle..., IT Project Leadership, User Interface..., Requirements..., Stakeholder Analysis, Use Case Analysis, Use Case Diagrams, BPMN, Business Case, Project Estimation, Process Improvement, Business Requirements, Vendor Management, Analysis, SAP SD, SAP CRM, Blueprinting, EDI, Requirements Gathering
Education
Indiana University Bloomington 1990 — 1994
B.S., Secondary English Education
Bryan Frame's Charles Schwab Experience July 2010 - January 2011
Job Senior Consultant at UMT Consulting Group
Industry Management Consulting
Experience
UMT Consulting Group June 2015 - Present
Hitachi Consulting August 2012 - June 2015
Indiana University January 2011 - July 2012
Charles Schwab July 2010 - January 2011
Skills
Business Intelligence, Data Modeling, Financial Analysis, SharePoint, Database Design, SDLC, Business Analysis, Analysis, Data Analysis, Finance, Process Design
Education
Indiana University - Kelley School of Business 2011 — 2012
Master of Science, Information Systems
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance
UMT Consulting Group June 2015 - Present
Hitachi Consulting August 2012 - June 2015
Indiana University January 2011 - July 2012
Charles Schwab July 2010 - January 2011
Skills
Business Intelligence, Data Modeling, Financial Analysis, SharePoint, Database Design, SDLC, Business Analysis, Analysis, Data Analysis, Finance, Process Design
Education
Indiana University - Kelley School of Business 2011 — 2012
Master of Science, Information Systems
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance
Gleela Wilson's Charles Schwab Experience May 2011 - Present
Job Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Charles Schwab 1995 - 2012
PepsiCo 1986 - 1991
Skills
Securities, Series 7, Series 63, Mutual Funds, Team Building
Education
Indiana State University
Music Theory and Composition
University of Phoenix
BS, Finance and Financial Management Services
Charles Schwab May 2011 - Present
Charles Schwab 1995 - 2012
PepsiCo 1986 - 1991
Skills
Securities, Series 7, Series 63, Mutual Funds, Team Building
Education
Indiana State University
Music Theory and Composition
University of Phoenix
BS, Finance and Financial Management Services
Trish Sirkoski's Charles Schwab Experience Client Service ManagerInvestment Partners, LTD2009 - July 2012
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Client Service ManagerInvestment Partners, LTD2009 - July 2012
Lucas Financial Services October 2005 - June 2007
First Ohio Planning 1999 - 2004
Skills
Business Development, Customer Relations, Financial Planning, Customer Service, Email Marketing, Online Marketing, Event Planning, Web Design, Insurance, Investments, Newsletters, Brochures, Client Development
Education
Indiana Business College
Charles Schwab Client Service ManagerInvestment Partners, LTD2009 - July 2012
Lucas Financial Services October 2005 - June 2007
First Ohio Planning 1999 - 2004
Skills
Business Development, Customer Relations, Financial Planning, Customer Service, Email Marketing, Online Marketing, Event Planning, Web Design, Insurance, Investments, Newsletters, Brochures, Client Development
Education
Indiana Business College
LaMont King Jr.'s Charles Schwab Experience September 2004 - October 2009
Job Assistant Front Office Manager
Industry Hospitality
Experience
Hilton Worldwide Conrad Indianapolis July 2013 - Present
The Alexander a Dolce Hotel January 2013 - July 2013
Hilton Worldwide Conrad Indianapolis August 2011 - January 2013
Hilton Worldwide Conrad Indianapolis October 2010 - August 2011
Fedex August 2010 - January 2011
Charles Schwab September 2004 - October 2009
Charles Schwab July 2001 - September 2004
Charles Schwab May 1999 - July 2001
Skills
Leadership, Customer Service, Sales, Coaching, Investments, Portfolio Management, Financial Analysis, Team Building, Microsoft Excel, Leadership Development, Budgets, Banking, Management, Marketing, Call Centers, CRM, Employee Training, Project Planning, Hospitality, Time Management, Training, Customer Satisfaction, Hotels, Strategic Planning, Hiring, Team Leadership, Recruiting, Front Office, Hospitality Management, Hospitality Industry
Education
Indiana University Bloomington 1986 — 1994
Bachelors, Economics
Hilton Worldwide Conrad Indianapolis July 2013 - Present
The Alexander a Dolce Hotel January 2013 - July 2013
Hilton Worldwide Conrad Indianapolis August 2011 - January 2013
Hilton Worldwide Conrad Indianapolis October 2010 - August 2011
Fedex August 2010 - January 2011
Charles Schwab September 2004 - October 2009
Charles Schwab July 2001 - September 2004
Charles Schwab May 1999 - July 2001
Skills
Leadership, Customer Service, Sales, Coaching, Investments, Portfolio Management, Financial Analysis, Team Building, Microsoft Excel, Leadership Development, Budgets, Banking, Management, Marketing, Call Centers, CRM, Employee Training, Project Planning, Hospitality, Time Management, Training, Customer Satisfaction, Hotels, Strategic Planning, Hiring, Team Leadership, Recruiting, Front Office, Hospitality Management, Hospitality Industry
Education
Indiana University Bloomington 1986 — 1994
Bachelors, Economics
Robert Spangler, CFA's Charles Schwab Experience August 2007 - October 2008
Job Senior Research Analyst Fixed Income
Industry Investment Management
Experience
OneAmerica November 2010 - Present
OneAmerica Financial Partners/American United Life Insurance October 2008 - April 2011
Charles Schwab August 2007 - October 2008
Skills
Corporate Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
OneAmerica November 2010 - Present
OneAmerica Financial Partners/American United Life Insurance October 2008 - April 2011
Charles Schwab August 2007 - October 2008
Skills
Corporate Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
Sallie Wong, CPA's Charles Schwab Experience July 2011 - March 2014
Job Finance Manager FP&A at Visa
Industry Financial Services
Experience
Visa March 2014 - Present
Charles Schwab July 2011 - March 2014
The Venetian® Macao-Resort-Hotel May 2008 - May 2011
Skills
Financial Modeling, Strategic Financial..., Analytics, Strategy, Financial Analysis, Variance Analysis, Forecasting, Analysis, Finance, Corporate FP&A, Financial Forecasting, Financial Planning, Financial Reporting, Budget Analysis, Capital Budgeting, Business Objects, Essbase, Hyperion Planning, Hyperion Reports, Cognos
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor's Degree, Accounting & Finance
Visa March 2014 - Present
Charles Schwab July 2011 - March 2014
The Venetian® Macao-Resort-Hotel May 2008 - May 2011
Skills
Financial Modeling, Strategic Financial..., Analytics, Strategy, Financial Analysis, Variance Analysis, Forecasting, Analysis, Finance, Corporate FP&A, Financial Forecasting, Financial Planning, Financial Reporting, Budget Analysis, Capital Budgeting, Business Objects, Essbase, Hyperion Planning, Hyperion Reports, Cognos
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor's Degree, Accounting & Finance
Josh Ward's Charles Schwab Experience November 1995 - November 2014
Job
Industry Financial Services
Experience
Nationwide Financial January 2015 - Present
Charles Schwab November 1995 - November 2014
Charles Schwab November 1995 - November 2014
Skills
Management, Customer Service, Series 24, Series 7, Financial Services, Leadership, Risk Management, Banking, Microsoft Office, Microsoft Word, Investments, Process Improvement, Financial Analysis, Project Management, Series 4, FINRA, Mutual Funds
Education
Indiana University Bloomington 1987 — 1995
Bachelor's degree, Computer Science
LaPorte
Nationwide Financial January 2015 - Present
Charles Schwab November 1995 - November 2014
Charles Schwab November 1995 - November 2014
Skills
Management, Customer Service, Series 24, Series 7, Financial Services, Leadership, Risk Management, Banking, Microsoft Office, Microsoft Word, Investments, Process Improvement, Financial Analysis, Project Management, Series 4, FINRA, Mutual Funds
Education
Indiana University Bloomington 1987 — 1995
Bachelor's degree, Computer Science
LaPorte
Taylor Foytich's Charles Schwab Experience January 2006 - October 2011
Job Portfolio Analyst at TriMedx
Industry Financial Services
Experience
TriMedx January 2015 - Present
Stanley Black & Decker , Inc. October 2011 - Present
Charles Schwab January 2006 - October 2011
American Enterprise Leasing February 2005 - October 2005
Capital Select Investments June 2004 - January 2005
Skills
Financial Modeling, Analysis, Customer Service, Budgets, Forecasting, Microsoft Excel, Account Management
Education
Indiana University Bloomington 2000 — 2004
Bachelor's degree, Finance
TriMedx January 2015 - Present
Stanley Black & Decker , Inc. October 2011 - Present
Charles Schwab January 2006 - October 2011
American Enterprise Leasing February 2005 - October 2005
Capital Select Investments June 2004 - January 2005
Skills
Financial Modeling, Analysis, Customer Service, Budgets, Forecasting, Microsoft Excel, Account Management
Education
Indiana University Bloomington 2000 — 2004
Bachelor's degree, Finance
Todd Machowiak's Charles Schwab Experience January 2006 - Present
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
FINRA July 2013 - Present
Charles Schwab January 2006 - Present
Connected Musicians March 1997 - January 2006
Skills
Series 7
Education
Indiana University Bloomington 2001 — 2005
BS, Business
FINRA July 2013 - Present
Charles Schwab January 2006 - Present
Connected Musicians March 1997 - January 2006
Skills
Series 7
Education
Indiana University Bloomington 2001 — 2005
BS, Business
Jeremy Gates's Charles Schwab Experience July 2007 - September 2009
Job Senior Tax Accountant at EY
Industry Accounting
Experience
EY July 2011 - Present
Charles Schwab July 2007 - September 2009
Clarity Wealth Management LLC 2006 - 2007
Ditech Mortgage Corp 2005 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Accounting, Finance, Financial Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Tax, Tax Preparation
Education
Indiana University-Purdue University at Indianapolis
Master of Science (M.S.), Accounting
Indiana University Bloomington
Bachelor of Science (B.S.), Business Finance
EY July 2011 - Present
Charles Schwab July 2007 - September 2009
Clarity Wealth Management LLC 2006 - 2007
Ditech Mortgage Corp 2005 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Accounting, Finance, Financial Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Tax, Tax Preparation
Education
Indiana University-Purdue University at Indianapolis
Master of Science (M.S.), Accounting
Indiana University Bloomington
Bachelor of Science (B.S.), Business Finance
Terry Flesher's Charles Schwab Experience
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Education
Indiana State University
Bachelor of Science (BS)
Charles Schwab
Education
Indiana State University
Bachelor of Science (BS)
Philip Armetta's Charles Schwab Experience September 2011 - December 2013
Job Manufacturing Supervisor at PepsiCo
Industry Consumer Goods
Experience
PepsiCo October 2014 - Present
Charles Schwab September 2011 - December 2013
Skills
Customer Service, Financial Analysis, Microsoft Excel
Education
Indiana University Bloomington 2006 — 2011
Marketing and Operations, Business
PepsiCo October 2014 - Present
Charles Schwab September 2011 - December 2013
Skills
Customer Service, Financial Analysis, Microsoft Excel
Education
Indiana University Bloomington 2006 — 2011
Marketing and Operations, Business
Chuck Low's Charles Schwab Experience November 1997 - June 2011
Job Portfolio Consultant, Retired from Schwab.
Industry Financial Services
Experience
Retired Inc June 2011 - Present
Charles Schwab November 1997 - June 2011
Skills
Portfolio Management, Series 63, Investment Advisory, Series 7, Securities, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Team Building, Retirement Planning, Investments, Investment Management, Retirement
Education
Indiana State University 1961 — 1965
Bachelor of Science (BS), Education and Psychology, Graduated Jan 1965
Retired Inc June 2011 - Present
Charles Schwab November 1997 - June 2011
Skills
Portfolio Management, Series 63, Investment Advisory, Series 7, Securities, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Team Building, Retirement Planning, Investments, Investment Management, Retirement
Education
Indiana State University 1961 — 1965
Bachelor of Science (BS), Education and Psychology, Graduated Jan 1965
Greg Schuck's Charles Schwab Experience October 2012 - Present
Job Financial Service Professional at Charles Schwab
Industry Hospitality
Experience
Charles Schwab October 2012 - Present
Indianapolis Marriott North 2006 - 2011
Education
Indiana University - Kelley School of Business
Bachelor of Science in Management and Marketing
Charles Schwab October 2012 - Present
Indianapolis Marriott North 2006 - 2011
Education
Indiana University - Kelley School of Business
Bachelor of Science in Management and Marketing
Philip Marlow's Charles Schwab Experience March 2000 - April 2005
Job Broadly Experienced Professional
Industry International Affairs
Experience
Federal Government Contractor July 2005 - Present
Charles Schwab March 2000 - April 2005
SEEMA International June 1997 - May 1999
Unisys Hong Kong / Unisys Asia June 1994 - May 1997
Sabre Airline Solutions March 1992 - June 1994
American Airlines November 1988 - March 1992
Skills
Level 3+ (ILRT) Chinese
Education
Indiana University Bloomington 1984 — 1986
MBA, International Business
Indiana University Bloomington 1982 — 1984
Master of Arts (M.A.), Chinese Studies
Indiana University Bloomington 1980 — 1982
Bachelor of Arts (B.A.), Chinese Language and Literature
Federal Government Contractor July 2005 - Present
Charles Schwab March 2000 - April 2005
SEEMA International June 1997 - May 1999
Unisys Hong Kong / Unisys Asia June 1994 - May 1997
Sabre Airline Solutions March 1992 - June 1994
American Airlines November 1988 - March 1992
Skills
Level 3+ (ILRT) Chinese
Education
Indiana University Bloomington 1984 — 1986
MBA, International Business
Indiana University Bloomington 1982 — 1984
Master of Arts (M.A.), Chinese Studies
Indiana University Bloomington 1980 — 1982
Bachelor of Arts (B.A.), Chinese Language and Literature
William Dupree's Charles Schwab Experience July 1999 - September 2006
Job Investor
Industry Financial Services
Experience
Great-West Financial July 2012 - June 2014
TIAA-CREF September 2006 - July 2012
Charles Schwab July 1999 - September 2006
Skills
Investments, Asset Management, Financial Analysis, Brokerage, Due Diligence, Real Estate Transactions, Investment Properties, Leadership, Small Business, Loans, Management, Real Estate
Education
Indiana University Bloomington
Great-West Financial July 2012 - June 2014
TIAA-CREF September 2006 - July 2012
Charles Schwab July 1999 - September 2006
Skills
Investments, Asset Management, Financial Analysis, Brokerage, Due Diligence, Real Estate Transactions, Investment Properties, Leadership, Small Business, Loans, Management, Real Estate
Education
Indiana University Bloomington
Tiffany Metcalfe, CRP's Charles Schwab Experience June 2000 - September 2001
Job Consultant at Brookfield Global Relocation Services 13 years Relocation Experience
Industry Human Resources
Experience
Brookfield Global Relocation Services November 2014 - Present
Brookfield Global Relocation Services November 2012 - Present
Brookfield Global Relocation Services December 2011 - October 2012
Prudential Financial September 2011 - December 2011
Prudential Financial March 2009 - September 2011
Prudential Financial February 2006 - March 2009
Prudential Financial February 2005 - February 2006
Prudential Financial April 2003 - February 2005
Prudential Financial July 2002 - March 2003
Charles Schwab June 2000 - September 2001
Skills
Sellers, Relocation, Corporate Relocation, Foreclosures, Real Estate Transactions, Investments, Property, Property Management, Referrals, Real Estate, First Time Home Buyers, Short Sales, Investment Properties, Investors, Contract Negotiation
Education
Indiana University Bloomington
Bachelor's degree, General Studies
Indiana University South Bend
Brookfield Global Relocation Services November 2014 - Present
Brookfield Global Relocation Services November 2012 - Present
Brookfield Global Relocation Services December 2011 - October 2012
Prudential Financial September 2011 - December 2011
Prudential Financial March 2009 - September 2011
Prudential Financial February 2006 - March 2009
Prudential Financial February 2005 - February 2006
Prudential Financial April 2003 - February 2005
Prudential Financial July 2002 - March 2003
Charles Schwab June 2000 - September 2001
Skills
Sellers, Relocation, Corporate Relocation, Foreclosures, Real Estate Transactions, Investments, Property, Property Management, Referrals, Real Estate, First Time Home Buyers, Short Sales, Investment Properties, Investors, Contract Negotiation
Education
Indiana University Bloomington
Bachelor's degree, General Studies
Indiana University South Bend
Matt Tippner's Charles Schwab Experience November 2006 - March 2013
Job Financial Services Professional
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation May 2013 - Present
Charles Schwab November 2006 - March 2013
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning
Education
Indiana University Bloomington 1993 — 1998
Bachelor of Arts (B.A.), Chemistry
Fairway Independent Mortgage Corporation May 2013 - Present
Charles Schwab November 2006 - March 2013
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning
Education
Indiana University Bloomington 1993 — 1998
Bachelor of Arts (B.A.), Chemistry
Cathy Kirk's Charles Schwab Experience April 1990 - Present
Job Instructional Designer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1990 - Present
Unified Management Corporation August 1985 - April 1990
Skills
Information Architecture, Visio, User Interface Design
Education
Indiana State University
Charles Schwab April 1990 - Present
Unified Management Corporation August 1985 - April 1990
Skills
Information Architecture, Visio, User Interface Design
Education
Indiana State University
GREG KUBIK's Charles Schwab Experience September 2008 - Present
Job Regional Sales Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2008 - Present
Skills
Call Centers, Financial Services, Series 7, Solution Selling
Education
Indiana University Bloomington 1979 — 1984
Bachelor of Arts (B.A.), Psychology
Charles Schwab September 2008 - Present
Skills
Call Centers, Financial Services, Series 7, Solution Selling
Education
Indiana University Bloomington 1979 — 1984
Bachelor of Arts (B.A.), Psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank