Charles Schwab

Industry: Financial services company

Description

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

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

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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
Michelle Widmer Michelle Widmer Austin, Texas Area Details
Michelle Widmer's Charles Schwab Experience July 2013 - July 2014
Job Digital Marketing Strategy & Execution
Industry Marketing and Advertising
Experience
Private and Public Classes   July 2014 - Present
DBA  July 2014 - Present
Charles Schwab   July 2013 - July 2014
American Express  April 2010 - June 2012
American Express  September 2007 - March 2010
American Express  July 2005 - September 2007
Emily Armenta   May 2003 - July 2004
Database City, Inc.   January 2000 - July 2001
Texas Department of Economic Development  June 1995 - December 2000

Skills
Content Marketing, Customer Acquisition, Marketing Strategy, Online Advertising, Content Strategy, Marketing, SEO, Product Development, Lead Generation, Cross-functional Team..., B2B, Integrated Marketing, Social Media Marketing, Digital Strategy, Segmentation, Strategy, Digital Marketing, Yoga

Education
The University of Texas at Austin   2000 — 2005
BA, Latin American Studies

Jones Graduate School of Business, Rice University   2002 — 2004
MBA, Marketing

Bob Grayson Bob Grayson Portland, Oregon Area Details
Bob Grayson's Charles Schwab Experience June 2013 - Present
Job Technical TM Consultant and Managing Partner Vayam LLC, Mercer Corp, Exelon Corp and C.Schwab
Industry Computer Software
Experience
Charles Schwab   June 2013 - Present
Vayam LLC   February 2013 - Present
Exelon Corporation  January 2013 - Present
Peoplefluent  February 2000 - December 2012
Peoplefluent  January 2000 - December 2012
Santa Barbara City College  January 1996 - January 2000
Color Tile  1985 - 1991
Color Tile  1985 - 1991

Skills
Agile Methodologies, SaaS, Web Applications, Enterprise Software, Software Development, Scrum, SQL, Software Project..., Databases, MySQL, XML, XSL, YouCalc HighCharts, .NET, Oracle, Requirements Analysis, JavaScript, Microsoft SQL Server, PL/SQL, SDLC, C#, Business Analysis, Business Intelligence, Java, Web Services, Agile Project Management

Education
Santa Barbara City College   1996 — 1999
None, CIS, 4.0

Jones International University   1995 — 1998
Master of Arts (MA) (mostly), Business/Corporate Communications

Keene State College   1976 — 1980
Bachelor of Arts (B.A.), English Language and Literature/Letters

Beverly Bowers CFP®, CDFA™ Beverly Bowers CFP®, CDFA™ Phoenix, Arizona Area Details
Beverly Bowers CFP®, CDFA™'s Charles Schwab Experience 1992 - 2001
Job Senior Wealth Advisor at Pacwest Financial Management
Industry Financial Services
Experience
Pacwest Financial Management   January 2015 - Present
Bowers Financial Services, LLC   July 2014 - January 2015
Miller/Russell & Associates   2007 - 2013
Vanguard  2003 - 2007
Bowers Financial Services, LLC   2001 - 2003
Charles Schwab   1992 - 2001
Souders and Associates, Inc   1991 - 1992
Security Pacific Bank  1979 - 1990

Skills
Wealth Management, Investment Advisory, Portfolio Management, Securities, Investment Management, Estate Planning, Investments, Financial Analysis, Fixed Income, Financial Advisory, ETFs, Bonds, Finance, Banking, Asset Allocation, Strategic Financial..., Financial Markets, Retirement Planning, Mutual Funds, High Net Worth..., IRAs, Wealth Management..., Alternative Investments, Investment Strategies, Series 65, Insurance, Asset Management, Equities, Financial Planners, Wealth, Options, Client Relations Skills, Financial Planning

Education
Iowa State University   1969 — 1973
B.S., Major in Economics, Minor in Business

University of Colorado Boulder
ABA School of Bank Investments

University of Washington
Pacific Coast Banking School

Chandra Sekhar Raju Kolluri Chandra Sekhar Raju Kolluri Des Moines, Iowa Area Details
Chandra Sekhar Raju Kolluri's Charles Schwab Experience October 2011 - May 2013
Job Programmer Analyst PTG at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group  August 2014 - Present
Amazon  November 2013 - August 2014
Boeing  May 2013 - October 2013
Charles Schwab   October 2011 - May 2013
Charles Schwab   November 2009 - October 2011
Infosys Technologies Ltd  June 2006 - October 2009

Skills
SQR, PeopleCode, Process Scheduler, PeopleTools, XML Publisher, DB2/SQL, Effort Estimation, Test Estimation, Defect Tracking, System Integration..., Payroll for NA, Compensation, Benefits Administration, Human Resources, PeopleSoft Security, Application Engine, Component Interface, Workforce Administration, STAT, PS Query, PeopleSoft Process..., Oracle SQL, Integration Broker, Technical Documentation, Technical Design, Document Design, Test Planning, System Testing, Integration Testing, DB2, Production Support, Testing, Fit/Gap Analysis, PL/SQL, User Acceptance Testing, Requirements Analysis, Functional..., Requirements Gathering, SQL*Plus, Data Migration, SQL, Data Conversion, Software Project..., Performance Tuning, Test Cases, Gap Analysis, People Skills, Integration, PeopleSoft, Business Analysis

Education
Jawaharlal Nehru Technological University   2002 — 2006
BTech, Computer Science and Engineering

Nalanda Junior College   2000 — 2002
Intermediate, MPC

Matthew Loughren Matthew Loughren Dallas, Texas Details
Matthew Loughren's Charles Schwab Experience April 2015 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab   April 2015 - Present
Loughren Wealth Management   January 2014 - April 2015
Merrill Lynch  January 2005 - January 2014

Education
Iowa State University - College of Business   1999 — 2003
Bachelor of Science (B.S.), Finance, Management

College Of Financial Planning
Chartered Retirement Planning Counselor

Kudzai Shonhai Kudzai Shonhai Indianapolis, Indiana Details
Kudzai Shonhai's Charles Schwab Experience November 2012 - October 2014
Job Account Representative at Premiere Credit of North America
Industry Financial Services
Experience
Premiere Credit of North America  October 2014 - Present
Charles Schwab   November 2012 - October 2014
JPMorgan Chase  June 2009 - September 2012
RadioShack  March 2011 - July 2012

Skills
Customer Satisfaction, Customer Service, Financial Analysis, Banking, Loans, Analysis, Microsoft Excel, Project Management, Networking, Financial Services, Time Management, Leadership, Credit, Risk Management, Outlook, Call Centers, Mortgage Lending, Investments, Fixed Income, Portfolio Management, Talent Acquisition, Series 7, Series 63, Investment Banking, Employee Relations, Training, Credit Analysis, Student Loans, Recruiting, Human Resources

Education
Indiana Wesleyan University's Adult Program   2015 — 2019
Bachelor of Business Administration (B.B.A.), Majoring in Business adminstration with a minor in Political Science.

Dadaya High School   2000 — 2003

Christopher Grozev Christopher Grozev Greater Chicago Area Details
Christopher Grozev's Charles Schwab Experience October 2013 - Present
Job VP Financial Consultant at Charles Schwab & Co.
Industry Investment Management
Experience
Charles Schwab   October 2013 - Present
Charles Schwab   June 2008 - October 2013
DAMG Worldwide   January 2007 - May 2008

Education
Iona College   2003 — 2007
Bachelor's Degree, Finance, 3.59 GPA cum laude

James Leamon James Leamon Greater Denver Area Details
James Leamon's Charles Schwab Experience June 2013 - September 2014
Job Student at Johnson & Wales UniversityDenver
Industry Banking
Experience
Wells Fargo  June 2012 - Present
Charles Schwab   June 2013 - September 2014
Hilton Worldwide  March 2013 - September 2014
Starwood Hotels & Resorts Worldwide, Inc.   March 2011 - February 2013
Giant Food  June 2009 - February 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Outlook, Management, Data Analysis, Access

Education
Johnson & Wales University Denver   2011 — 2015

Metropolitan State University of Denver   2014 — 2015
Bachelor of Business Administration (B.B.A.)

Whitney Loy Whitney Loy Mesa, Arizona Details
Whitney Loy's Charles Schwab Experience 2005 - 2007
Job Engineering Tech/ House Keeping Supervisor at philosophy
Industry Mechanical or Industrial Engineering
Experience
philosophy  February 2015 - Present
Special Devices, Inc.   February 2014 - April 2014
IBM  2010 - 2013
Charles Schwab   2005 - 2007

Skills
Troubleshooting, Testing, Project Management, Windows, Six Sigma, XML, Databases, Engineering, Networking, Active Directory, Process Engineering, Customer Service, Leadership, Lean Manufacturing, Management, Microsoft Office, Process Improvement, Public Speaking, Unix

Education
ITT Technical Institute-Phoenix
Associate's degree, Electrical and Electronics Engineering

Venumadhav Mamidoju Venumadhav Mamidoju Miami, Florida Details
Venumadhav Mamidoju's Charles Schwab Experience June 2006 - July 2010
Job Sr. Programmer Analyst at TracFone Wireless
Industry Computer Software
Experience
TracFone Wireless  May 2014 - Present
Marlabs Inc  December 2012 - Present
Burlington Coat Factory  2013 - May 2014
Chartis  July 2011 - December 2012
Mphasis Corp.  December 2005 - December 2012
General Motors  August 2010 - July 2011
Charles Schwab   June 2006 - July 2010
Charles Schwab   July 2009 - December 2009
MultiSoft Corporation   June 2002 - December 2005

Skills
Requirements Analysis, SDLC, Oracle, PL/SQL, Web Services, Agile Methodologies, Weblogic, Java Enterprise Edition, EJB, UML, JSP, Java, JavaScript, SOA, Servlets

Education
Kakatiya University   1998 — 2001
M.C.A., Computer Science

Osmania University   1996 — 1998
M.Sc., Mathematics

Konstantin Tortladze Konstantin Tortladze San Francisco Bay Area Details
Konstantin Tortladze's Charles Schwab Experience February 2002 - December 2006
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Security Master and Data Management   March 2015 - Present
Charles Schwab asset management client solutions   September 2009 - March 2015
Charles Schwab 3rd Party Mutual Funds   December 2006 - September 2009
Charles Schwab   February 2002 - December 2006
SCIENT, INC.   February 2000 - December 2002

Skills
Project Management, Agile Methodologies, Agile Project Management, SDLC, Management, Software Development, Business Analysis, Product Management, Data Migration, Product Development, JavaScript, User Interface Design, Financial Services, Oracle, Databases, User Experience, Requirements Analysis, Adobe Creative Suite, Oracle SQL Developer, Teradata Data Warehouse, SharePoint, WebX, WinSCP, HTML scripting, Web 2.0, ASP.NET AJAX, Business Objects Data..., TFS, Business Objects, Morningstar Direct

Education
San Francisco State University   2004 — 2008
Bachelor's Degree, Computer Information Systems

University of California, Berkeley   2000 — 2001
JAVA Programming Certificate, Web Development

Ivane Javahišvilis Sakhelobis Tbilisis Sakhelmtsipo Universiteti   1995 — 1999
International Business

Mike Pezza Mike Pezza Kansas City, Missouri Area Details
Mike Pezza's Charles Schwab Experience June 1994 - January 2004
Job Financial Services Executive
Industry Financial Services
Experience
MAPINC   January 2011 - Present
Principal Financial Group  January 2004 - December 2010
Charles Schwab   June 1994 - January 2004

Skills
Leadership, Management, Financial Services, Training, Recruiting, Sales Management, Sales, Strategic Planning, Positive change agent, Building exceptional..., Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement Planning, Estate Planning, Exceptional client..., Key Account

Education
FINRA   2009 — 2015
FINRA Arbitrator, FINRA Arbitrator

Kansas State University
B.S., Finance

Kansas State University
B.S., Political Science

Liz Pesch Liz Pesch San Francisco, California Details
Liz Pesch's Charles Schwab Experience 2002 - 2007
Job Chief Financial Officer at San Francisco AIDS Foundation
Industry Nonprofit Organization Management
Experience
San Francisco AIDS Foundation  October 2014 - Present
Frameline  May 2011 - Present
Union Bank  October 2011 - October 2014
Live Oak School  September 2009 - June 2014
Union Bank  2007 - October 2011
Charles Schwab   2002 - 2007
Charles Schwab   2000 - 2002
Charles Schwab   1998 - 2000
Charles Schwab   1996 - 1998
Brush Wellman  1993 - 1996

Skills
Finance, Planning Budgeting &..., Financial Reporting, Sarbanes-Oxley Act, Banking, Auditing, SEC filings, Treasury, Technical Accounting..., Policy, Management, Financial Analysis, Accounting, Financial Services, Managerial Finance, Cash Flow, Risk Management, Change Management, Strategic Financial..., Non-profit Boards, Non-profit Director, Big 4, Leadership

Education
John Carroll University   1983 — 1987
BSBA, Accounting

Liz Strubel Liz Strubel Indianapolis, Indiana Details
Liz Strubel's Charles Schwab Experience September 1995 - May 2002
Job EDI Coordinator at SLD of the adidas group
Industry Apparel & Fashion
Experience
SLD of the adidas group  February 2004 - Present
Charles Schwab   September 1995 - May 2002
Security Title, Inc.   February 1992 - September 1995

Skills
EDI, IBM iSeries, ERP, SQL, Systems Analysis, Business Objects, Business Process, Business Intelligence, Integration, Business Analysis, Software Documentation, Databases, SharePoint, Software Implementation

Education
Ivy Tech Community College   2002 — 2004
Assoicate of Science Nursing

Ronald Heugel Ronald Heugel Spring Hill, Florida Details
Ronald Heugel's Charles Schwab Experience April 1999 - October 2005
Job Realtor at Tropic Shores Realty
Industry Real Estate
Experience
Tropic Shores Realty  April 2014 - Present
Keller Williams Realty - Elite Partners  April 2013 - April 2014
Keller Williams Realty - Elite Partners  April 2013 - April 2014
Scottrade  October 2005 - March 2013
Charles Schwab   April 1999 - October 2005

Skills
Real Estate, Investments, Real Estate Transactions, Marketing, Referrals, New Leads, Relocation, Risk Management, Negotiation, International Relations, Series 24, Banking, Portfolio Management, Brand Development, Social Networking, Real Estate Economics, Finance, Options, Retirement Planning, Series 7, Project Planning, Bonds, Series 63, First Time Home Buyers, Investment Properties, Single Family Homes, Sales, Sellers

Education
Indiana Wesleyan University   2001 — 2005
B.S., Business

Jacqueline Jenkins Jacqueline Jenkins Greenfield, Indiana Details
Jacqueline Jenkins's Charles Schwab Experience July 2014 - Present
Job Charles Schwab
Industry Investment Banking
Experience
Charles Schwab   July 2014 - Present

Skills
Customer Service, Management, Microsoft Office, Microsoft Word, Public Speaking, Sales, Marketing Strategy, Event Planning, Team Building, Social Media, PowerPoint

Education
International Business College-Indianapolis
Associate's degree, Tourism and Travel Services Management

International Business College-Indianapolis
Associate's degree, Tourism and Travel Services Management

Harish Reddy K Harish Reddy K Schaumburg, Illinois Details
Harish Reddy K's Charles Schwab Experience January 2013 - Present
Job Software Engineer at optionsXpress
Industry Information Technology and Services
Experience
Charles Schwab   January 2013 - Present
Hitachi Computer Products (America) Ltd   July 2011 - January 2013
The Boeing Company  October 2010 - July 2011
Houston Food Bank  October 2009 - October 2010

Skills
.NET, C#, Agile Methodologies, XML, Microsoft SQL Server, Software Development, SQL, Visual Studio, JavaScript, ASP.NET, jQuery, AJAX, VB.NET, AppFabric, WCF, Web Services, Scrum, TFS, Entity Framework, ASP.NET MVC

Education
University of Central Missouri   2007 — 2009
Master's degree, Information Technology

Jawaharlal Nehru Technological University   2003 — 2007
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering

Ashish Suri Ashish Suri Greater Denver Area Details
Ashish Suri's Charles Schwab Experience June 2014 - February 2015
Job Sr. Business Intelligence Developer at Camping World and Good Sam
Industry Information Technology and Services
Experience
Camping World and Good Sam  February 2015 - Present
Charles Schwab   June 2014 - February 2015
Experian Consumer Direct  April 2013 - April 2014
Perficient/Bross Group   April 2012 - March 2013
StoneRiver  January 2004 - March 2012
Computer Enterprises Inc  November 2001 - December 2003
Capricorn Systems  2001 - 2001
marchFIRST  1998 - 2001

Skills
ETL, Business Intelligence, Data Modeling, Oracle, Cognos, PL/SQL, SQL, DB2, Database Design, Agile Methodologies, Business Objects, SSIS, T-SQL, Databases, Microsoft SQL Server, Data Warehouse..., Business Analysis, Requirements Analysis, Informatica, Visio, OLAP, Dashboard, Requirements Gathering, Cognos ReportNet, XML, Business Intelligence..., SQL Tuning, Testing, Performance Tuning, Architectures, Enterprise Architecture, Business Analytics, Data Integration, Dimensional Modeling, Data Warehousing, QA, Cognos 10, Oracle 11g, Cognos Transformer, Cognos Reporting Suite..., SQL Server, Cognos Analysis Studio..., Cognos 10.1 Business..., SDLC, Architecture

Education
Institute Of Technology And Management
M.S(CIS), Computer Information Systems

University of Mysore
B.S, (Electronics and Communication)

Andrew Jones Andrew Jones San Francisco Bay Area Details
Andrew Jones's Charles Schwab Experience September 2003 - March 2004
Job Senior Advisor at Iron Mountain
Industry Information Services
Experience
Iron Mountain  February 2015 - Present
Iron Mountain  January 2014 - January 2015
Iron Mountain  January 2013 - December 2013
Iron Mountain  January 2011 - December 2012
Iron Mountain  July 2009 - January 2011
SimplexGrinnell  November 2008 - July 2009
Countrywide Home Loans  March 2006 - July 2008
Countrywide Home Loans  January 2006 - March 2006
Countrywide Home Loans  April 2004 - January 2006
Charles Schwab   September 2003 - March 2004

Skills
SaaS, Sales, Sales Management, Business Development, New Business Development, Team Building, Salesforce.com, Solution Selling, Team Leadership, Sales Process, Strategy, Leadership, Direct Sales, Negotiation, Start-ups, Account Management, Cold Calling, Coaching, Sales Prospecting, Sales Presentations, ENFP, Challenger, Territory Management

Education
Northeastern University - Graduate School of Business Administration   2013 — 2015
Master of Business Administration (M.B.A.)

University of Massachusetts at Amherst - Isenberg School of Management   2011 — 2011
Foundations of Business, Foundations of Business

Springfield College   1993 — 1997
Bachelor of Science, Health Fitness

Sharath Neela Sharath Neela Austin, Texas Details
Sharath Neela's Charles Schwab Experience July 2009 - February 2010
Job Sr. System Architect at Department of Veterans Affairs
Industry Consumer Services
Experience
Department of Veterans   May 2015 - Present
Texas Workforce Commission through Pegasystems   October 2014 - April 2015
Department of Veterans Affairs  May 2013 - October 2014
Commercial Programming Systems Inc   February 2010 - June 2014
TCDRS  October 2012 - March 2013
SunTrust Bank  August 2012 - September 2012
Expedia  February 2012 - August 2012
Bank of America  February 2010 - February 2012
Charles Schwab   July 2009 - February 2010
Entrac Inc   October 2008 - July 2009

Skills
Pega PRPC, Smart Dispute framework, Customer Process ..., Pegasystems PRPC, Websphere, Business Process Design, SOA, SDLC, Enterprise Architecture, Requirements Analysis, Oracle, Software Development, Business Process..., Web Services, Business Analysis, Requirements Gathering, Testing, Agile Methodologies, Vendor Management

Education
University of Findlay   2006 — 2007
MBA, Business Administration and Management, General

Jawaharlal Nehru Technological University   2000 — 2004
Bachlor's Science

Venkatesh Dhubala Venkatesh Dhubala Austin, Texas Details
Venkatesh Dhubala's Charles Schwab Experience October 2012 - Present
Job Senior .Net Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2012 - Present
JPMorgan Chase  September 2011 - November 2012
L-1 Identity Solutions  June 2008 - August 2011
Covansys  July 2006 - March 2008
ECIL  October 2004 - June 2006

Skills
ADO.NET, WCF, SSRS, IIS, MVC, C#, WF, ASP.NET, Web Services, .NET, AJAX, SSIS, LINQ, SOA, Microsoft SQL Server, SQL, Agile Methodologies, Oracle, SDLC

Education
Kakatiya University   2001 — 2004
MCA, Computers

CKM College   1998 — 2001
Bachelor of Science, Mathematics

Pothana Junior College   1996 — 1998
10+2, Mathematics

sharathchandra sabbani sharathchandra sabbani Austin, Texas Details
sharathchandra sabbani's Charles Schwab Experience February 2015 - Present
Job Application Developer
Industry Information Technology and Services
Experience
Randstad  February 2015 - Present
Charles Schwab   February 2015 - Present
Capgemini  March 2014 - February 2015
Mahindra Satyam  August 2010 - March 2014
Calyx IT Solutions   July 2009 - August 2010
Sourcebits LLC  March 2009 - June 2009
Netpixel  June 2008 - March 2009

Skills
Flex, RIA, .NET, JavaScript, Cairngorm, ActionScript, Silverlight, Spring, Web Applications, ASP.NET, MVC, Mosaic, Java, XML, Web Services, Ant, Maven, AngularJS, Swiz, jQuery, HTML

Education
Osmania University   2005 — 2008
MCA, Computers

Kakatiya University   2002 — 2005
BSC, Biology

Lynn L Yuan, CCIM, CIPS Lynn L Yuan, CCIM, CIPS Austin, Texas Area Details
Lynn L Yuan, CCIM, CIPS's Charles Schwab Experience February 2013 - May 2013
Job Residential and Commercial Real Estate Investment
Industry Real Estate
Experience
REAL Capital Group - Austin 360 Home   May 2003 - Present
Charles Schwab   February 2013 - May 2013
Dell  January 2010 - September 2012
Dell  2007 - 2010
Multimedia Games  2004 - 2007
Multimedia Games  2002 - 2004
Applied Materials  2000 - 2002
Applied Materials  1999 - 2000
Applied Materials  1994 - 1999

Skills
Agile Methodologies, Software Development..., Strategic Analysis, Project Portfolio..., Risk Management, Scope Management, Stakeholder Management, Process Improvement, Performance Metrics, Data Mining, Software Solution..., Product Development, Software Configuration..., Supplier & Vendor..., Capital Expenditure..., Software, Project Portfolio..., Integration, Vendor Management, SDLC, Program Management, Software Development, Cross-functional Team..., Software Engineering, Analysis, Software Design, Project Management, PMP, Testing, Strategy, Quality Assurance, Management, Start-ups, Product Marketing, Leadership, Change Management

Education
Kansas State University
Master of Science (M.S.), Industrial Engineering

Shanghai Jiao Tong University
Bachelor's degree, Electrical Engineering

Julie McManamon, CPA Julie McManamon, CPA Cleveland/Akron, Ohio Area Details
Julie McManamon, CPA's Charles Schwab Experience June 2008 - October 2008
Job Plant Controller at Aleris
Industry Accounting
Experience
Real Alloy  August 2013 - Present
Aleris  June 2012 - August 2013
Deloitte  September 2010 - June 2012
Deloitte  January 2009 - March 2009
Charles Schwab   June 2008 - October 2008

Skills
Internal Controls, Accounting, Financial Reporting, Internal Audit, Forecasting, Microsoft Office, Auditing, Financial Statements, Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, Budgets, General Ledger, US GAAP, Financial Modeling, SEC filings, CPA

Education
John Carroll University   2007 — 2010
Bachelors, Accounting

David Maddock David Maddock Greater Denver Area Details
David Maddock's Charles Schwab Experience September 2013 - August 2014
Job Management, HR and Marketing
Industry Management Consulting
Experience
Delt Services   October 2014 - Present
Charles Schwab   September 2013 - August 2014
UPS  August 2010 - September 2011
Walgreens  May 2010 - August 2010

Skills
PowerPoint, Microsoft Office, JMP, Microsoft Excel, Internet, Economics, Marketing, Telephone Skills, Data Entry

Education
Virginia Commonwealth University   2011 — 2012
Bachelor of Business Administration (B.B.A.), International Business

John Tyler Community College   2008 — 2011
Associate of Arts and Sciences (A.A.S.), Arts and Sciences

Ashwin M Ashwin M United States Details
Ashwin M's Charles Schwab Experience December 2014 - Present
Job SQL Server Database Business Intergration at Schwab
Industry Computer Software
Experience
Charles Schwab   December 2014 - Present
McGraw-Hill  October 2012 - October 2014
Blue Cross and Blue Shield of Minnesota  March 2012 - October 2012
The Home Depot  February 2011 - March 2012
Accenture  June 2010 - January 2011
Accenture - AON   June 2010 - January 2011
Edelman  October 2009 - June 2010

Skills
Databases, Requirements Analysis, SQL, Performance Tuning, Microsoft SQL Server, Database Design, Disaster Recovery, Oracle, Data Migration, SQL Clustering, Spotlight, Spotlight on SQL Server..., LoadRunner, PL/SQL, T-SQL, JMeter, SSRS, SiteScope, XML, Testing, Performance Testing, Performance Management, Test Planning, Web Services, Performance Monitor, VBScript, XP, SAP, Microsoft Cluster, Performance Center, Wily Introscope, SAP Performance Testing, Perfmon, IBM Certified, JVM, Dynatrace, Dbase, High Availability, SQL Server AlwaysON, SDLC, SSIS, Business Analysis, Management, Database Administration

Education
University of New Haven   2008 — 2009
MS, Mechanical Engineering

Gokaraju Rangaraju Institute of Engineering and Technology   2003 — 2007

Jawaharlal Nehru Technological University   2003 — 2007
Bachelor of Technology, Mechanical Engineering

Pradeep Adapa Pradeep Adapa El Dorado Hills, California Details
Pradeep Adapa's Charles Schwab Experience February 2013 - February 2014
Job Vblock Operate Resident at VCE
Industry Information Technology and Services
Experience
VCE  March 2015 - Present
Novisync Solutions, Inc.   June 2011 - Present
Blue Shield of California  March 2014 - February 2015
Charles Schwab   February 2013 - February 2014
HD Vest  June 2012 - February 2013
Dell  June 2011 - May 2012
Marist College  March 2010 - May 2011
Brigade Corporation  August 2008 - March 2009

Skills
VMware, Virtualization, Data Center, Servers, SAN, Citrix, VDI, Storage, Cloud Computing, VMware ESX, vSphere, Storage Area Networks, Disaster Recovery, IIS, Operating Systems, VMware Infrastructure, Enterprise Architecture, Troubleshooting, Infrastructure, Enterprise Storage, Hyper-V, Integration, Testing, Active Directory, Hardware, Linux, Storage Architecture, Storage Virtualization, Dell PowerEdge Servers, Microsoft SQL Server, System Administration, Windows, Performance Consulting, Technology Solutions, Solution Architecture, VMware View, Microsoft Technologies, DNS, Application..., Network Architecture, TCP/IP, Switches, Routers, LAN-WAN, Cisco Technologies, Private Cloud, vROPS, NSX, vCAC

Education
Marist College   2010 — 2011
MS, Information Systems

BV Raju Institute of Technology   2004 — 2008
BTech, Computer Science

Jawaharlal Nehru Technological University   2004 — 2008
Bachelor's Degree, Computer Science Engineering

DAV public school

Sri Harsha Junior College
Bachelor of Science, Computer Science Engineering

Alfredo Hernandez Arroyo Alfredo Hernandez Arroyo Greater New York City Area Details
Alfredo Hernandez Arroyo's Charles Schwab Experience July 2012 - July 2013
Job Quantitative Equities at Arrowgrass Capital Partners LLP
Industry Financial Services
Experience
Arrowgrass Capital Partners LLP  July 2014 - Present
Charles Schwab   July 2012 - July 2013
V & N Trading LLC   October 2012 - June 2013
Merrill Lynch  August 2007 - August 2012
Tribeca  February 2005 - July 2007
Tribeca Global Management  2005 - 2007
Lehman Brothers  July 2001 - January 2005

Skills
Equities, Equity Derivatives, Trading, Quantitative Investing, Proprietary Trading, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Quantitative Research, Options, Portfolio Management, Financial Modeling, Quantitative Finance, Trading Strategies, Research

Education
New York University   1996 — 2001
PhD, Economics

Instituto Tecnológico Autónomo de México   1990 — 1994
Licenciatura, Economia

Universidad Panamericana   1987 — 1990
Preparatoria, High School/Secondary Diplomas and Certificates

Sridhar Avatapalli Sridhar Avatapalli Greater New York City Area Details
Sridhar Avatapalli's Charles Schwab Experience May 2011 - November 2011
Job Pega Practice Head
Industry Banking
Experience
PrincetonBlue   January 2011 - Present
TD  October 2014 - Present
TD  October 2013 - September 2014
BNY Mellon  July 2012 - April 2013
TD Bank Group  December 2011 - April 2012
Charles Schwab   May 2011 - November 2011
TD Bank Group  March 2011 - April 2011
Philips Lifeline  January 2011 - February 2011
Alere Medical  May 2009 - December 2010
Prudential Financial  January 2009 - April 2009

Skills
Pega PRPC, Pega, Business Management, Software Development, Architecture, Analysis, Pegasystems PRPC, Business Process Design, Management, SOA, Business Performance..., PRPC, Agile Methodologies, Business Process, Enterprise Software, SDLC, Websphere, Java Enterprise Edition, Enterprise Architecture, EAI, Weblogic, Solution Architecture, SOAP, Architectures, Business Process..., Web Services, Requirements Analysis, Tomcat

Education
Sheffield Hallam University   2002 — 2003
Masters, Computer Network Engineering

Jawaharlal Nehru Technological University   1997 — 2011
Bachelors of Technology, Computer Science

Dirk DeTrou Dirk DeTrou Phoenix, Arizona Details
Dirk DeTrou's Charles Schwab Experience November 2007 - July 2011
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors  2012 - October 2014
Charles Schwab   November 2007 - July 2011
Security Trust Company  October 2002 - November 2003
Vanguard  March 1999 - October 2002

Skills
Real Estate Appraisal

Education
Kansas State University

Romel Glorioso Romel Glorioso Greater Denver Area Details
Romel Glorioso's Charles Schwab Experience May 2007 - February 2013
Job Director, Participant Communications at The Newport Group
Industry Financial Services
Experience
The Newport Group  November 2014 - Present
The Newport Group  February 2013 - November 2014
Charles Schwab   May 2007 - February 2013
PNC  January 2006 - April 2007
Sentry Insurance  April 2004 - December 2005

Skills
Series 63, Property & Casualty..., 401k, Series 7, Insurance, Retirement, Mutual Funds, Retirement Planning, Relationship Management, Process Improvement, Strategic Planning, Health Insurance, Sales, Employee Benefits, Financial Services, Property, Casualty, Marketing, Education Strategy, Marketing Communications, FINRA, Integrated Marketing, Pensions, Investments, Asset Allocation, Strategic Financial..., Life Insurance, Defined Benefit, Asset Management

Education
John Carroll University   1995 — 1999
Bachelor of Arts, Communications

Mary Luschin Mary Luschin Austin, Texas Area Details
Mary Luschin's Charles Schwab Experience February 2011 - Present
Job Managing Assoc. Creative Director at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab   February 2011 - Present
Engauge Austin   2005 - October 2010
Mary Luschin Inc.   1988 - 2005

Skills
Microsoft Excel, Advertising, Corporate Identity, Art Direction, Creative Direction, Graphic Design, Web Design, Typography, Interaction Design, Direct Marketing, Direct Mail, Branding & Identity

Education
John Carroll University

Islam Sharif Islam Sharif New Hyde Park, New York Details
Islam Sharif's Charles Schwab Experience 1996 - 1999
Job Principal Advisor
Industry Financial Services
Experience
SK Johnson LLC   April 2012 - Present
Infrastructure Development Company Limited   April 2009 - April 2012
Citibank  September 2000 - April 2009
Charles Schwab   1996 - 1999
Chase Manhattan Corporation  July 1994 - August 1998

Skills
Productivity Enhancement, Influencer Marketing, Dispute Resolution, Project Finance, Process Improvement, Structured Finance, Contract Negotiations, Banking, Corporate Finance, Contract Negotiation, Energy, Financial Modeling, Investments, Team Management, Program Management, Insurance, Portfolio Management, Credit Analysis, Finance, Loans, Management, Credit, Business Development, Business Planning, Financial Services, Renewable Energy, Securities, Financial Risk, Trading, Financial Advisory, Mergers & Acquisitions, Private Equity, Leadership, Strategy, Emerging Markets, Executive Management, Investment Banking

Education
LIU Brooklyn   1998 — 2000
MBA, Finance

LIU Brooklyn   1983 — 1985
MS, International Affairs

Jahangirnagar University   1976 — 1981
MA, English

Laura Prather Laura Prather Colorado Springs, Colorado Area Details
Laura Prather's Charles Schwab Experience 2007 - 2008
Job Founder/Owner at Aspen Lasso boutique
Industry Retail
Experience
Aspen Lasso   November 2014 - Present
Rocky Mountain Cowgirl Co.   August 2009 - November 2014
Out West Gifts   August 2009 - January 2014
Event Network  March 2008 - February 2010
Villasport Athletic Club and Spa  January 2008 - July 2008
Carol Anderson by invitation (CAbi)   August 2006 - June 2008
Charles Schwab   2007 - 2008
DaySpring Cards  1990 - 1998

Skills
Marketing, Product Development, Customer Experience, Customer Service, Management, Merchandising, Product Management, Public Speaking, Social Media, Social Networking, Sales, Account Management, Training, Entrepreneurship, Retail, Marketing Strategy, New Business Development, Microsoft Office, Team Leadership, Budgets, Creative Direction, Time Management, Sales Management, Blogging, Online Marketing, Fashion, Email Marketing, Small Business, Analysis

Education
Career Step   2006 — 2008
Medical Transcription

John Brown University   1988 — 1992
BS, Accounting, Bible

Teon Gunn Teon Gunn Tampa, Florida Details
Teon Gunn's Charles Schwab Experience May 2007 - March 2011
Job Platinum Relationship Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  October 2014 - Present
E*TRADE Financial  October 2013 - July 2014
E*TRADE Financial  March 2013 - October 2013
E*TRADE Financial  June 2011 - March 2013
Charles Schwab   May 2007 - March 2011
Charles Schwab & Co., Inc   November 2005 - May 2007
Principal Financial Group  July 2004 - October 2005

Skills
Training, Management, Financial Services, Finance, Banking, Investments, Project Management, Accounting, Project Planning, Series 63, Microsoft Office, Customer Retention, Event Planning, Retail, Internal Audit, FINRA, 401k, Policy, Series 7, Options

Education
Kennesaw State University   2012 — 2012
Continuing Education, Project Management

Iowa State University   1998 — 2001

Shelly Rynas Mace Shelly Rynas Mace Indianapolis, Indiana Area Details
Shelly Rynas Mace's Charles Schwab Experience March 2006 - August 2007
Job Loft Owner/ Hairstylist
Industry Consumer Services
Experience
Salon Lofts  January 2013 - Present
Edward Jones  November 2007 - Present
Flirt Salon and Spa   June 2009 - January 2013
Charles Schwab   March 2006 - August 2007
Charles Schwab   2005 - 2007
Honors Beauty College   2005 - 2007
Edward Jones  May 2005 - March 2006
Hilliard Lyons  May 2003 - March 2005

Education
Indiana Wesleyan University   1999 — 2003
Bachelors of Science, Finance

Janelle Navrat Janelle Navrat San Francisco Bay Area Details
Janelle Navrat's Charles Schwab Experience September 2012 - Present
Job Account Director
Industry Marketing and Advertising
Experience
Charles Schwab   September 2012 - Present
jstokes agency  November 2005 - September 2011
Questus  December 2010 - March 2011
NPC International - Pizza Hut   June 2004 - November 2005
Dickinson Theatres & Midwest Cinema Group   October 2003 - June 2004
KC Hopps  November 2001 - February 2003
Associated Advertising Agency  June 1999 - January 2001
Kansas State Union   August 1998 - June 1999

Skills
Advertising, Radio Advertising, Television Production, Outdoor Advertising, Digital Marketing, Campaign Management, Client Services, Marketing Communications, Marketing Management, QSR, Agency Relations, Digital Media, Media Planning, Media Relations, Restaurant Marketing, Food & Beverage, Strategic Planning, Public Relations, Marketing, Marketing Strategy, Direct Marketing, Video Production, Quality System, Marketing Research, Direct Mail, Financial Services, Social Media Marketing, Integrated Marketing, Creative Direction, Account Management, Social Media, Digital Strategy, Market Planning, Interactive Marketing, CRM, B2B, Brand Development, Mobile Marketing, Email Marketing

Education
American Advertising Association of America – San Francisco, CA   2006 — 2006
Advertising

Kansas State University   1995 — 1999
BS, Communications - Advertising

Bryan Hicks Bryan Hicks San Antonio, Texas Details
Bryan Hicks's Charles Schwab Experience 2009 - Present
Job VP Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   2009 - Present
Banc of America Investments  2007 - 2009

Education
John Brown University   1991 — 1997
B.S., Psychology

Anthony J. Gonzales Anthony J. Gonzales Greater Philadelphia Area Details
Anthony J. Gonzales's Charles Schwab Experience March 2000 - January 2001
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark  September 2015 - Present
Curian Capital  September 2005 - August 2015
Curian Capital  January 2003 - September 2005
Columbia Threadneedle Investments, US  May 2002 - January 2003
First Investors  January 2001 - May 2002
Charles Schwab   March 2000 - January 2001

Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale

Education
Kansas State University   1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services

Concordia High School   1990 — 1994
HS Diploma

Sunil Kumar Thodupunooru Sunil Kumar Thodupunooru Houston, Texas Details
Sunil Kumar Thodupunooru's Charles Schwab Experience April 2012 - October 2013
Job Senior Consultant (BMC Remedy) at ExxonMobil
Industry Information Technology and Services
Experience
ExxonMobil  September 2014 - Present
Energy Future Holdings  November 2013 - September 2014
Charles Schwab   April 2012 - October 2013
MetLife  March 2007 - April 2012
Siemens AG (Corporate Technology)   May 2005 - February 2007
Siemens Business Services  September 2004 - April 2005

Skills
BMC Remedy, IT Service Management, Incident Management, Change Management, Asset Management, CMDB, ITIL, Knowledge Management, German, Business Objects, Service Desk, Business Intelligence, IT Strategy, SRM, SDLC, Solution Architecture, IT Management, Consulting, Software Project..., Business Analysis, Enterprise Architecture, Requirements Gathering, Requirements Analysis

Education
Jawaharlal Nehru Technological University   1999 — 2003
B.Tech, Mechanical Engineering

Loyola Academy   1996 — 1998
Intermediate Education, Mathematics, Physics, Chemistry

Gregg Whitehead Gregg Whitehead Millburn, New Jersey Details
Gregg Whitehead's Charles Schwab Experience April 2014 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2014 - Present
Charles Schwab   April 2013 - April 2014
Morgan Stanley Smith Barney  April 2012 - April 2013
CBIZ  May 2011 - April 2012
Brown & Brown Insurance  November 2008 - April 2011
Sack's Ironia Service Center   March 2003 - June 2008
UBS Financial Services  May 2007 - August 2007
The Firm  March 2007 - May 2007
Fanscape  January 2007 - March 2007
New Jersey 101.5  May 2006 - August 2006

Education
Ithaca College   2004 — 2008
B.S., Integrated Marketing Communications

Mendham High School   2000 — 2004
Highschool Diploma

Black River Middle School   1997 — 2000

STC Series 7

K.C. Cannon K.C. Cannon San Francisco Bay Area Details
K.C. Cannon's Charles Schwab Experience July 1991 - February 2004
Job Regional Vice President at Fringe Benefit Group
Industry Financial Services
Experience
Fringe Benefit Group  July 2012 - Present
Citi Personal Wealth Management  March 2011 - July 2012
The Standard  March 2004 - February 2010
Charles Schwab   July 1991 - February 2004
GET Travel Corporation   August 1988 - July 1991
Charles Schwab   September 1983 - August 1988

Skills
Strategic Partnerships, Strategy, CRM, Leadership, Mutual Funds, Retirement Planning, New Business Development, Retirement, Management, Strategic Planning, Sales, Marketing Strategy, Relationship Management, Mergers & Acquisitions, Team Building, Contract Negotiation, Financial Advisory, Project Management, Human Resources, 401k, Distribution Strategies, Investments, Business Development, Marketing, Series 63, Cross Selling

Education
James Madison University   1979 — 1983
B.A., Political Science, Psychology

Kimberly Soppel Kimberly Soppel Cleveland/Akron, Ohio Area Details
Kimberly Soppel's Charles Schwab Experience January 2013 - Present
Job Manager, Document and Technical Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2013 - Present
Charles Schwab   March 2010 - Present
Contractor for Charles Schwab   September 2009 - April 2010
CMC Pension Services, Inc.   June 1993 - March 2009
Moskal Jaras Klein   August 1991 - June 1993
Selman & Company  June 1988 - August 1991

Education
John Carroll University   1989 — 1991
Accounting

University of Michigan   1983 — 1987
BS, Psychology

Beachwood High School

Lou Benveniste Lou Benveniste Orlando, Florida Details
Lou Benveniste's Charles Schwab Experience 1998 - 2002
Job Network Engineer at Presidio
Industry Computer Networking
Experience
Presidio  February 2014 - Present
Presidio  February 2013 - Present
STG  May 2011 - July 2012
KForce Government Services (KGS)   March 2010 - May 2011
Technisource  2008 - 2009
ACS  2008 - 2009
Dynetech  2004 - 2006
Charles Schwab   1998 - 2002

Skills
Cisco Routers, Cisco Security, BGP, EIGRP, OSPF, Cisco IOS, Cisco ASA, H3C, Cisco UCS, ASA, LAN-WAN, Firewalls, Cisco Technologies, VPN, Networking, CCNA, Network Security, Network Engineering, Troubleshooting, Switches, Software Installation, WAN, Security+, Network Administration, Network Architecture, VMware, Active Directory

Education
ITT Technical Institute-Indianapolis   2004 — 2006
Bachelor's degree, Information Systems Security, 3.49

Valencia Community College   1994 — 1996
Associate of Arts (A.A.)

Carver Middle School

Elizabeth Fulton Elizabeth Fulton Lawrence, Kansas Area Details
Elizabeth Fulton's Charles Schwab Experience July 2011 - April 2013
Job Time Management Coach Elizabeth Fulton
Industry Nonprofit Organization Management
Experience
Elizabeth Fulton   December 2013 - Present
NeighborWorks America  April 2013 - Present
KCK Huggers/Special Olympics   May 2000 - Present
Charles Schwab   July 2011 - April 2013
Latinos Of Tommorrow   2007 - 2013
Citibank  October 2003 - July 2011

Skills
Fundraising, Nonprofits, Marketing Communications, Event Planning, Strategic Planning, Public Relations, Public Speaking, Marketing, Organizational..., Leadership Development, Microsoft Excel, Leadership, Training, Management, Event Management, Team Building, Coaching, Community Development, Employee Relations, Time Management, Non-profits, New Business Development, Music, Change Management, Social Media, Community Outreach, Market Research, Workshop Facilitation, Board Retreat...

Education
University of Phoenix   2006 — 2010
Bachelors, Business Management and Organizational Innovation

Johnson County Community College
Marketing and Management

LaDeitra Lee LaDeitra Lee Austin, Texas Area Details
LaDeitra Lee's Charles Schwab Experience June 2015 - Present
Job Sr. IT QA Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   June 2015 - Present
Sisters Tri-ing Health and Fitness Group, Inc.   February 2011 - Present
Total LIfe Changes, LLC  March 2015 - Present
McKesson Specialty Health  September 2014 - January 2015
Hewlett-Packard  April 2013 - June 2014
Rapid7  May 2012 - March 2013
Sotera Defense Solutions, Inc.   August 2009 - May 2012
Sotera Defense Solutions, Inc.   October 2009 - January 2011
Color Me Beautiful  January 2005 - September 2008
IBM  February 2002 - August 2008

Skills
Test Planning, Configuration Management, Regression Testing, Security, Integration, Test Cases, Functional Requirements, Software, Performance Tuning, Usability, Load, Timelines, Java, Testing, Databases, Operating Systems, Software Development, SDLC, Strategy, Quality Assurance, Test Automation, Perl, SQL, Software Documentation, Agile Methodologies, Unix, Shell Scripting, Software Quality..., Subversion, Visio, System Testing, Leadership, Off-shore Team..., Test Automation Tools, Software Quality

Education
St. Edward's University   2010 — 2012
Master of Science, Project Management

Jackson State University   1995 — 2000
B.S., Computer Science

Steven Klamm Steven Klamm San Francisco Bay Area Details
Steven Klamm's Charles Schwab Experience September 2014 - June 2015
Job Business Intelligence Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Morrison and Forester   August 2015 - Present
Charles Schwab   September 2014 - June 2015
Bank of the West  February 2014 - July 2014
TradePulse  September 2013 - February 2014
Wells Fargo  February 2013 - September 2013
Streetwise Reports  May 2012 - February 2013
Wells Fargo  2011 - 2012
Schwab  June 2008 - February 2009
Banks.com  June 2007 - May 2008
Jackson Enterprises  March 2006 - May 2007

Skills
SQL, Business Intelligence, Business Objects, Data Warehousing, ETL, SSIS, Data Modeling, T-SQL, Database Design, Microsoft SQL Server, Databases, Business Analysis, SSRS, Requirements Gathering, Teradata, Data Integration, Business Process, Relational Databases, Unix

Education
John F. Kennedy University
Bachelor of Arts, Technology and Culture Specialization

Nimish Aggarwal Nimish Aggarwal Austin, Texas Details
Nimish Aggarwal's Charles Schwab Experience July 2012 - December 2013
Job Contract Software Engineer at Wayne, Fueling Systems
Industry Oil & Energy
Experience
Wayne, Fueling Systems  April 2014 - Present
Charles Schwab   July 2012 - December 2013
Quintiles  January 2012 - July 2012
Charles Schwab   October 2009 - January 2012
Syncro Technology Corp. (Client - JBT Corporation)   July 2008 - May 2009
Razor's Edge Consulting   January 2008 - June 2008
Verizon  August 2007 - November 2007
ACS  February 2007 - August 2007
Aircom International  November 2003 - January 2007

Skills
WPF, OOAD, C#, .NET, SOLID, C++, C, Requirements Analysis, Agile Methodologies, XML, WCF, Visual Studio, Web Services, LINQ, Software Development, ASP.NET, Microsoft SQL Server, TFS, Web Applications, Design Patterns, IIS, Scrum, T-SQL

Education
Indira Gandhi National Open University   2000 — 2010
MCA, Computer Science, OS, Finance & Accounts, AI, Networking

Center for Development of Advance Computing   2000 — 2001
DAC, C/C++, VC++, Win32, Oracle, PL/SQL, T-SQL, VB, XML, Core Java

Delhi University   1995 — 1998
B.Com (BA), Economics, Statistics, Law, Accounts

Casey S. Lockard, CFP® Casey S. Lockard, CFP® Scottsdale, Arizona Details
Casey S. Lockard, CFP®'s Charles Schwab Experience October 2005 - January 2011
Job Vice President, Senior Portfolio Manager
Industry Investment Management
Experience
Northern Trust  January 2011 - Present
Charles Schwab   October 2005 - January 2011
Saratoga Capital Management   May 2001 - September 2006

Skills
Wealth Management..., Investment Management, Wealth Management, Asset Management, Portfolio Management, Financial Services, Investment Strategies, Financial Planning, Investments, Asset Allocation, Series 7, Finance, Equities, Investment Advisory, Alternative Investments, Estate Planning, High Net Worth..., Retirement Planning

Education
James Madison University   1983 — 1987
B.S.

LaJuan Brown LaJuan Brown Indianapolis, Indiana Details
LaJuan Brown's Charles Schwab Experience September 2007 - October 2009
Job A/R Analyst
Industry Accounting
Experience
Equian  March 2012 - February 2015
Milliner & Associates, LLC   January 2010 - March 2012
Charles Schwab   September 2007 - October 2009
Robert Half Finance & Accounting  June 1997 - September 2007

Skills
Invoicing, Access, Accounts Payable, Accounting, Management, Microsoft Excel, Payroll, Financial Analysis, Accounts Receivable, Finance, Analysis

Education
Indiana Wesleyan University's Adult Program   2002 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.9

Indiana Wesleyan University's Adult Program
Bachelor's degree

Mark Ratliff, CPA Mark Ratliff, CPA Hailey, Idaho Details
Mark Ratliff, CPA's Charles Schwab Experience 2000 - 2004
Job Partner at Neel Ratliff and company
Industry Accounting
Experience
Neel Ratliff and company   January 2010 - Present
ClearRock Capital  2009 - 2010
Sage Bookkeeping, Inc.   2009 - 2009
Edward Jones  2004 - 2008
Charles Schwab   2000 - 2004

Skills
Accounting, Small Business, Financial Reporting, Management, Business Strategy, Business Analysis, Analysis, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Management Consulting, Budgeting, Tax Preparation, Personal Tax Planning, Tax Returns

Education
Jones International University   2010 — 2011
M.B.A., Accountancy

Northern Arizona University-The W. A. Franke College of Business   1998 — 2000
B.S.B.A., Finance

Buena High School   1991 — 1995
Diploma, General Studies

Perry Krause Perry Krause Denver, Colorado Details
Perry Krause's Charles Schwab Experience March 2014 - Present
Job Advanced Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2014 - Present
US Army  December 2010 - February 2014
McConn Coffee Company  April 2012 - January 2014
BlueBridge Digital  April 2013 - October 2013
Wealth Coach Of Kentucky   May 2012 - September 2012
Ben & Jerry's   July 2007 - January 2009

Skills
Geospatial Intelligence, Accounting, Finance, Life Insurance, Purchase Management, Purchasing, Inventory Management, Inventory, Marketing Strategy, Market Research, Marketing, Management, Strategy, Team Building, Customer Service, Process Improvement, Event Planning, Strategic Planning, Analysis, Leadership, Entrepreneurship, Sales, Leadership Development, Public Speaking, Social Networking, Project Planning, Microsoft Excel, Social Media

Education
Indiana Wesleyan University   2008 — 2013
Marketing and Finance, Business

Indiana Wesleyan University   2008 — 2013
Bachelor’s Degree, Marketing

Ramani Desaraju Ramani Desaraju Phoenix, Arizona Area Details
Ramani Desaraju's Charles Schwab Experience May 2015 - Present
Job Technical lead at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   May 2015 - Present
Webilent Technology, Inc.   February 2014 - November 2014
Wolters Kluwer Pharma Solutions  July 2011 - February 2014
Bank of America  December 2009 - July 2011
Infosys  August 2005 - July 2011

Skills
Oracle, SQL, Data Warehousing, PL/SQL, SDLC, Requirements Analysis, Microsoft SQL Server, Unix Shell Scripting, .NET, Agile Methodologies, Java, Shell Scripting

Education
Jawaharlal Nehru Technological University   2001 — 2005
Bacherol of Technologies, Information technology

Liz Roman Liz Roman Chicago, Illinois Details
Liz Roman's Charles Schwab Experience November 2014 - Present
Job Senior Financial Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2014 - Present
Charles Schwab   March 2013 - October 2014
PepsiCo - Quaker Oats  January 2012 - March 2013

Skills
Consumer Products, FMCG, Customer Insight, Trade Marketing, IRI, Cross-functional Team..., Shopper Marketing, Accounting, General Ledger, Microsoft Office, SAP, Financial Analysis, Microsoft Excel, Finance, Management

Education
Roosevelt University   2012 — 2014
Master of Science (M.S.), Accounting Forensics

Iowa State University   2007 — 2010
Accounting

Resurrection High School   2003 — 2007

Roosevelt University
Bachelor's degree, Accounting

Brian Shumaker, MBA, CBPA Brian Shumaker, MBA, CBPA Greater Denver Area Details
Brian Shumaker, MBA, CBPA's Charles Schwab Experience 1999 - 2001
Job Client Relationship Executive at ADP
Industry Human Resources
Experience
ADP  March 2015 - Present
Insperity  2012 - 2015
Jobing.com  2006 - 2012
University of Phoenix  2001 - 2005
Charles Schwab   1999 - 2001
The Lumberjack Newspaper  1996 - 1999

Skills
Employer Branding, Recruiting, Workforce Performance, Training, Sales Management, Public Speaking, Workforce Management, New Business Development, Team Building, Strategic Planning, Marketing, Analytical Skills, Building Community..., Employee Engagement, Executive Management, Salesforce.com, Employee Management, Manage Client..., Community Engagement, Leadership, Employee Relations, Leadership Development, Coaching, Start-ups, Staff Development, CRM, Strategy, Organizational..., Management, Sales Process, Lead Generation, Human Resources, Sales, Cold Calling, B2B, Employee Training, Social Networking, Customer Retention, Business Development, Onboarding, Talent Acquisition, Hiring, Networking, Budgets, Applicant Tracking..., Time Management, College Recruiting, Interviews, Employee Benefits, Temporary Placement

Education
Northwestern University - Kellogg School of Management
Executive Management Program

Jones Graduate School of Business, Rice University
Advanced Management Program

Northern Arizona University
BS, Electronic Media Manangement

University of Phoenix
Masters, Masters of Business Administration (MBA)

Rama Krishna Reddy Kesara Rama Krishna Reddy Kesara San Francisco Bay Area Details
Rama Krishna Reddy Kesara's Charles Schwab Experience July 2007 - June 2008
Job Member of Technical Staff Engineer I at ebay/StubHub
Industry Information Technology and Services
Experience
StubHub  July 2013 - Present
Art.com  March 2011 - June 2013
StubHub  July 2008 - March 2011
Charles Schwab   July 2007 - June 2008
Capital One Auto Finance  December 2005 - July 2007
Fidelity Investments  January 2005 - December 2005
Equifax  June 2004 - January 2005

Skills
Spring, Hibernate, Struts, Maven, JSP, SOA, Servlets, Agile Methodologies, Web Services, JUnit, Java, JMS, CXF, Spring Framework, Ehcache, Wicket, Ant, SOAP, REST, Memcached, Hippo CMS, Guice, Eclipse, Apache Wicket, Apache CXF, Tapestry 5, Google Guice, Apache Zookeeper, Mule ESB

Education
Jawaharlal Nehru Technological University   1998 — 2002
B-Tech, Electrical and Electronics Engg

New Generation Junior College   1996 — 1998

Alesha Bishop Alesha Bishop San Francisco Bay Area Details
Alesha Bishop's Charles Schwab Experience March 2006 - April 2008
Job Community Development Director at Yogome Inc.
Industry Civic & Social Organization
Experience
Yogome Inc.   May 2011 - Present
Alesha Bishop Consulting   January 2010 - Present
Yogome Inc.   July 2013 - Present
GreatSchools  September 2014 - December 2014
Moms with Apps   November 2009 - September 2014
Moxie Institute  January 2014 - March 2014
Kimochis   February 2013 - December 2013
Henry Nate Consulting   March 2012 - May 2013
New Media Parents   April 2009 - December 2009
Charles Schwab   March 2006 - April 2008

Skills
Brand Development, Educational Technology, Social and Emotional..., Social Media Marketing, Community Outreach, Edtech, Social Media, Marketing Communications, Advertising, Web Design, Marketing, Start-ups, Brand Management, Marketing Strategy, Mobile Applications, Press Releases, Digital Marketing, Creative Problem Solving, Public Relations, Online Marketing, Product Development, Media Relations, Creative Writing, Market Research, Creating a Buzz, Social Networking, Integrated Marketing, Brand Architecture, User Experience, Social Web, Editing, Content Strategy, Event Planning, Crowdfunding, Networking, Creative Direction, DIY, Pinterest, Social Emotional..., Strategy, Research, Game Development, Focus Groups, Writing, Start-up Consulting

Education
Iowa State University   1992 — 1994
BS, Psychology

TJ Heginbotham TJ Heginbotham Cleveland, Ohio Details
TJ Heginbotham's Charles Schwab Experience June 2014 - August 2014
Job Consultant at Avalution Consulting
Industry Financial Services
Experience
Avalution Consulting  July 2015 - Present
Indiana Wesleyan University  August 2014 - May 2015
Charles Schwab   June 2014 - August 2014
Indiana Wesleyan University  August 2012 - April 2014
Stephan Financial Solutions   May 2013 - August 2013
Chick-fil-A  June 2012 - August 2012
Cuyahoga Valley Christian Academy  June 2009 - August 2011

Skills
People Skills, Analysis, Statistics, Analytical Skills, Accounting, Cashiering, Finance, Interpersonal..., Microsoft Office, Time Management, Leadership, Data Entry, Research, PowerPoint, Public Speaking, Customer Service, Teamwork, Microsoft Word, Social Networking, Social Media

Education
Indiana Wesleyan University   2011 — 2015
Bachelor's degree, Finance/Business Administration

Cuyahoga Valley Christian Academy   2005 — 2011

Kimberly Sellers Kimberly Sellers Austin, Texas Details
Kimberly Sellers's Charles Schwab Experience 2005 - 2014
Job Project Manager, Marketing
Industry Marketing and Advertising
Experience
Dimensional Fund Advisors  January 2015 - Present
Charles Schwab   2005 - 2014
Charles Schwab   2002 - 2005
Duncan Channon  2002 - 2002
Lot21  2001 - 2002
Citron Haligman Bedecarré/AKQA   2000 - 2001
Darwin Digital/Saatchi Vision   May 1999 - October 2000

Skills
Integrated Marketing, Collateral, Online Advertising, Social Media, Project Management, Problem Solving, Marketing Communications, Interactive Advertising, Marketing, Direct Mail, Management, Facebook, Social Networking, Corporate Communications, Direct Marketing, Email Marketing, Digital Marketing, Brand Management, Product Development, Strategic Planning, Online Marketing, E-commerce, Interactive Marketing, Analytics, User Experience, Web Analytics, Digital Strategy, Brand Development, Mobile Marketing, Content Strategy, Creative Direction, Digital Media, SEM, Strategy, Creative Strategy, Social Media Marketing, Lead Generation, Content Management, Advertising, Marketing Strategy, Leadership, Direct Mail Campaigns, Schedules, Project Delivery, Time Management, Project Coordination, Job Scheduling, Project Estimation

Education
Iowa State University
Bachelor's Degree, Speech Communications

Dolly Bowman Dolly Bowman Greater Milwaukee Area Details
Dolly Bowman's Charles Schwab Experience May 2000 - October 2003
Job Ticket Sales Milwaukee Brewers Baseball Club
Industry Sports
Experience
Milwaukee Brewers Baseball Club  April 2006 - Present
Medical College of Wisconsin  November 2004 - January 2005
BH Careers International   October 2003 - June 2004
Charles Schwab   May 2000 - October 2003

Skills
Marketing, Account Management, Salesforce.com, Team Building, Cold Calling, Event Planning, Social Networking, Data Entry, Sports Marketing, Customer Service, Microsoft Office, Facebook, Sales, Event Management

Education
ITT Technical Institute-Green Bay   1989 — 1990
Teacher, Early Childhood Education and Teaching

Grant Bledsoe, CFA, AIF® Grant Bledsoe, CFA, AIF® Portland, Oregon Area Details
Grant Bledsoe, CFA, AIF®'s Charles Schwab Experience September 2007 - March 2014
Job President at Three Oaks Capital Management
Industry Investment Management
Experience
Three Oaks Capital Management   April 2014 - Present
Charles Schwab   September 2007 - March 2014

Skills
Series 7, Securities Lending, Series 63, Fixed Income, Equities, Hedge Funds, ETFs, Financial Markets, Alternative Investments, Series 24, Chartered Financial..., Financial Modeling, Holistic Financial..., Investment Management, Asset Allocation, Short Sales, Options Strategies

Education
Ithaca College   2006 — 2007
MBA, Finance

Ithaca College   2002 — 2006
BS, Economics, Finance

Justin Emerson Justin Emerson San Francisco Bay Area Details
Justin Emerson's Charles Schwab Experience September 2007 - March 2008
Job Founder at Emerson Consulting
Industry Internet
Experience
Emerson Consulting   March 2007 - Present
lucy activewear  May 2012 - September 2014
Adobe Systems  February 2009 - May 2012
Springboard Forward  October 2008 - December 2008
LiveCareer  May 2008 - December 2008
Jaman  March 2008 - July 2008
Charles Schwab   September 2007 - March 2008
MTV Networks  September 2006 - September 2007
Frameline  January 2006 - September 2006
Ex'pression College for Digital Arts  March 2002 - January 2006

Skills
User Experience, Online User Experience, Information Architecture, Art Direction, Web Design, Graphic Design, Writing, Technical Writing, Technical Training, Technical Documentation, Web Content Management, Content Management, Digital Asset Management, Product Development, Newsletters, Video Production, Music, Art, Photography, Coaching, Email Marketing, User Interface Design, SEO, Content Strategy, Copywriting, Social Media Marketing, Advertising, Creative Direction, E-commerce

Education
Ex'pression College for Digital Arts   2002 — 2006
B.S., Digital Graphic Design

Coaches Training Institute   2008 — 2008
Co-Active Coaching Fundamentals

John F. Kennedy University   2002 — 2003
Living Systems, Education

Laney College   2001 — 2002
UNIX, C Programming

Productivity Point, International   1995 — 1996
Visual Basic Fundamentals, Visual Basic Enterprise, MCSE Core Competencies

Skyline College   1990 — 1994
English, Creative Writing

Grant Wasylik Grant Wasylik West Palm Beach, Florida Area Details
Grant Wasylik's Charles Schwab Experience July 1999 - September 2001
Job Analyst at Agora Publishing
Industry Financial Services
Experience
Agora Publishing  October 2013 - Present
$1 Billion Private Wealth Manager   December 2010 - September 2013
$1 Billion Private Wealth Manager   October 2003 - November 2010
Dean Foods  October 2001 - September 2003
Charles Schwab   July 1999 - September 2001
Summit FInancial Services  July 1998 - June 1999

Skills
Investments, Mutual Funds, ETFs, Stocks, Financial Services, Financial Markets, Wealth Management, Equity Trading, Trading Strategies, Asset Allocation, Alternative Investments, Financial Analysis, Investment Advisory, Finance

Education
Juniata College   1992 — 1996
BA, Economics

William Allen   1988 — 1992
Diploma with Honors

Frank Hatlestad Frank Hatlestad Littleton, Colorado Details
Frank Hatlestad's Charles Schwab Experience January 2014 - Present
Job Accounting Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2014 - Present
Xerox Business Services  June 2012 - January 2014
Xerox Services  May 2012 - November 2012
ESM  December 2008 - May 2012
Shaw Construction, Inc.   2008 - 2009

Skills
Financial Analysis, ADP, Excel, Budgeting, Financial Reporting, FRx, Fixed Assets, Financial Statements, Variance Analysis, General Ledger, Forecasting, Account Reconciliation, Great Plains Software, Accruals, Revenue Recognition, Essbase, Budgets, Microsoft Excel, Cost Accounting, Accounts Receivable, Journal Entries, Accounts Payable, JD Edwards, Pivot Tables, Financial Modeling, Process Improvement, Accounting, Finance, US GAAP, Financial Accounting, Management Accounting

Education
Iowa State University - College of Business   2004 — 2007
Bachelor of Science (B.S.), Accounting

John M Benevides John M Benevides Providence, Rhode Island Area Details
John M Benevides's Charles Schwab Experience March 2015 - Present
Job Vice President Financial Consultant at Charles Schwab & Co., Inc. and Charles Schwab Bank
Industry Investment Management
Experience
Charles Schwab   March 2015 - Present
Citizens Bank/CCO Investment Services Corp   February 2012 - March 2015
Citizens Bank/CCO Investment Services Corp   January 2010 - January 2012
The Alan Shawn Feinstein Graduate School at Johnson & Wales University   January 2010 - January 2012
Citizens Bank/CCO Investment Services Corp   November 2006 - January 2010
Citizens Bank/CCO Investment Services Corp   April 2001 - November 2006
Charles Schwab & Co., Inc   January 1990 - February 1995

Skills
Investments, Fixed Income Portfolio..., Fixed Income, Banking, Asset Management, Series 7, Wealth Management..., Business Development, Strategic Financial..., Trading, Leadership, Project Management, Mutual Funds, Securities, Relationship Management, P&L Management, Business/Revenue Growth, Sales and Product..., Sales Management, Compliance, Private Wealth..., Strategic Planning, Market/Risk Management, Training & Development, Staff Supervision, Client/Vendor Relations, Structured Products, Private Banking, Managed Money, Insurance, Estate Planning, Call Center..., Mergers & Acquisitions, Organizational..., Operations Management, Electronic Trading, Employee Stock Options, Options, Custodial Services, Holistic Financial..., Consultative Sales..., Non-profit..., University Teaching, Wealth Management, Portfolio Management, Investment Strategies, Management, Risk Management

Education
Johnson & Wales University   1999 — 2001
MBA, Global Business

Johnson & Wales University   1994 — 1998
BS, Management and Investments

Cody Palmer Cody Palmer Denver, Colorado Details
Cody Palmer's Charles Schwab Experience February 2013 - June 2013
Job Senior Software Engineer
Industry Computer Software
Experience
Teampalmer LLC   April 2015 - Present
OppenheimerFunds  April 2015 - August 2015
NCC Group Domain Services  June 2013 - April 2015
Charles Schwab   February 2013 - June 2013
Rockwell Collins  December 2011 - February 2013
Rockwell Collins  August 2010 - December 2011

Skills
Integration, Testing, Information Assurance, ClearCase, Subversion, C++, Java, Software Engineering, Information Security, Perl, Visual Studio, NetBeans, Rational DOORS, .NET, C#, Configuration Management, Windows, VisualDSP++, System Architecture, Object Oriented Design, ASP.NET, SDLC, Software Design, Python, Ruby, Ruby on Rails, RSpec, Github, jQuery, Web Development, JavaScript, HAML, Foundation Design, Encryption, HTML5, SASS, CSS

Education
Iowa State University   2011 — 2016
MS, Information Assurance

University of Iowa   2004 — 2008
Bachelor's degree, Computer Science

Warren Brashear Warren Brashear Germantown, Tennessee Details
Warren Brashear's Charles Schwab Experience July 1999 - July 2013
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2013 - Present
Charles Schwab   July 1999 - July 2013
Northwestern Mutual  1997 - 1999

Education
Middle Tennessee State University   1992 — 1994
Bachelor's degree, Business Administration and Management, General

Jackson State Community College
Associate of Arts (A.A.), Law and Legal Studies

Kelly Harmon Kelly Harmon Indianapolis, Indiana Area Details
Kelly Harmon's Charles Schwab Experience April 2015 - Present
Job Registered Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2015 - Present
Charles Schwab   2013 - Present
Monroe Optical/Footwear Supply   April 2012 - October 2013
Moorehead Communications  May 2000 - February 2011

Skills
Sales, Account Management, Microsoft Office, Training, Management, Retail, Customer Service, Team Building, Inventory Management, Series 7, Series 63, Series 9

Education
Indiana Wesleyan University   2012 — 2014
Bachelor of Science (B.S.), Business Management, 4.0

Indiana Real Estate Institute   2006 — 2014
Real Estate Salesperson License

Ivy Tech Community College
Associate of Science (AS), Business Administration and Management, General, 3.6

Southwestern High School   1995 — 1999
Academic Honors Diploma, General Studies

Geoffrey B. Dailey Geoffrey B. Dailey Denver, Colorado Details
Geoffrey B. Dailey's Charles Schwab Experience March 2015 - Present
Job Risk and Compliance Manager at Charles Schwab
Industry Law Practice
Experience
Charles Schwab   March 2015 - Present
Charles Schwab   March 2014 - March 2015
Welborn Sullivan Meck & Tooley, P.C.   July 2013 - August 2013
Promontory Financial Group, LLC  August 2012 - January 2013
Zakhem Law, LLC   January 2011 - August 2011
Colorado State Public Defender  June 2010 - August 2010

Skills
Legal Writing, Corporate Law, Legal Research, Civil Litigation, Courts, Westlaw, Appeals, Trials, Analysis, Document Review, Real Estate, Pleadings, Motions, Immigration Law, Oil/Gas, Risk Management, Compliance Management

Education
University of Colorado Denver   2013 — 2015
Masters of Science in Finance & Risk Management, Specialization in Commodities & Financial Risk Management

University of Denver - Sturm College of Law   2009 — 2012
Doctor of Law (J.D.) & International Law Certificate, International Business, Trade, and Tax Law

Queen's University   2004 — 2008
Bachelor of Arts (B.A.), Political Studies & Economics

International School of Brussels   2000 — 2004
International Baccalaureate (IB)

Christina Lennon Christina Lennon Washington D.C. Metro Area Details
Christina Lennon's Charles Schwab Experience November 2011 - Present
Job Senior Field Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2011 - Present
The Guardian Life Insurance Company of America  September 2010 - September 2011
PricewaterhouseCoopers  September 2008 - September 2010
AXA Advisors, LLC  October 2007 - August 2008
AXA Advisors, LLC  January 2005 - September 2007
AXA Advisors, LLC  July 2002 - December 2004

Skills
Social Media, Marketing, Marketing Strategy, Integrated Marketing, Brand Management, Event Management, Event Planning, Lead Generation, Facebook, Strategic Planning, Strategic Communications, Market Research, Public Relations, Marketing Communications, Advertising, Sales, Marketing Research, Leadership, Newsletters, Strategy, Cross-functional Team..., Market Planning, Sponsorship, Budgets, Market Analysis, Direct Marketing, Email Marketing, Digital Marketing, Online Marketing, Social Media Marketing, Brand Development, Online Advertising

Education
University of Maryland - Robert H. Smith School of Business   2005 — 2008
MBA, Marketing & Strategy

James Madison University   1998 — 2002
BS, Communication - Public Relations

Academy of the Holy Cross   1994 — 1998

Jason Platzman Jason Platzman Greater New York City Area Details
Jason Platzman's Charles Schwab Experience June 2011 - August 2011
Job Advisory Senior Associate at KPMG
Industry Financial Services
Experience
KPMG  October 2014 - Present
KPMG  October 2013 - September 2014
Financial Industry Regulatory Authority  June 2012 - September 2013
George Washington University  August 2010 - May 2012
Capitol Partners, LLC  September 2011 - December 2011
Charles Schwab   June 2011 - August 2011
Vanguard  March 2009 - July 2010
Vanguard  January 2008 - March 2009
Northern Arizona University  January 2007 - May 2007

Skills
Fixed Income, Bloomberg, Financial Markets, Equities, Microsoft Excel, Capital Markets, Investments, Microsoft Office, Bonds, Securities, PowerPoint, Risk Management, Analysis, Trading, Private Equity, Budgeting, Bloomberg Terminal, Series 7, Economics, Series 63, Asset Allocation, Project Management, Competitive Analysis, Financial Risk, Financial Modeling, Lotus Notes, Thomson One, Windows, Mac, Administration, PeopleSoft, Adobe Acrobat, Scheduling, Research Project..., Multimedia Project..., Teamwork, Time Management, Client Service, Microsoft Word, AML, Fraud, Finance, Investigation, Due Diligence, Anti Money Laundering, Budgets, Client Services

Education
The George Washington University - School of Business   2010 — 2012
MBA, International Finance

Northern Arizona University   2003 — 2007
BSBA, Finance

Northern Arizona University   2003 — 2007
BS, Electronic Media & Film

Högskolan i Jönköping   2006 — 2006
International Business

March Hom March Hom San Francisco Bay Area Details
March Hom's Charles Schwab Experience August 2012 - Present
Job Senior Programmer Analyst
Industry Information Technology and Services
Experience
Charles Schwab   August 2012 - Present
Principal Global Investors  February 2008 - July 2012
Wells Fargo Financial  October 2007 - February 2008
Principal Global Investors  May 2004 - October 2007
Kingland Systems  May 2003 - May 2004

Skills
Data Warehousing, ETL, Data Integration, Business Intelligence, SQL Server 2005/2000, Cadis EDM, SQL, T-SQL, DTS, Stored Procedures, Crystal Reports, SSRS, Visual Basic, VBA, VBScript, ASP.NET, SharePoint, HTML, CSS, JavaScript, PHP, Ruby on Rails, Photoshop, Illustrator, Joomla, Wordpress, Google Adwords, XNA, Business Objects, Teradata, Microsoft SQL Server

Education
Iowa State University - College of Business   1999 — 2004
BS, Management Information Systems and Finance

Iowa State University   1999 — 2004
Minor, English

Madhu Anandapu Madhu Anandapu Phoenix, Arizona Area Details
Madhu Anandapu's Charles Schwab Experience November 2006 - Present
Job Program Manager at Wipro Technologies
Industry Information Technology and Services
Experience
Charles Schwab   November 2006 - Present
Wipro Technologies  August 2004 - Present
NIIT Technologies Limited  August 2003 - July 2004
Soffront Software Inc.  April 2000 - July 2003

Education
Jadavpur University
M.Tech, Computer Science and Engineering

Ginny Talbert Ginny Talbert Greater Denver Area Details
Ginny Talbert's Charles Schwab Experience May 2010 - Present
Job Fixed Income Business Analyst / SME at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   May 2010 - Present
Wells Fargo  June 2009 - May 2010
Public Pension Fund   August 2008 - May 2009
National CineMedia LLC  May 2007 - August 2008
Verizon  November 2006 - April 2007
Guardian Mortgage Documents  2004 - 2006
BearingPoint  1996 - 2002
KPMG consulting  1996 - 2002

Education
Ithaca College   1984 — 1986
BA, Business Administration/Marketing

University of the Philippines   1982 — 1984
N/A, Psychology, statistics

Penn State University   1979 — 1981
N/A, Forestry

Rollins College - Crummer Graduate School of Business
MBA, Finance and Marketing

Daniel Cliffel Daniel Cliffel Austin, Texas Area Details
Daniel Cliffel's Charles Schwab Experience March 2010 - May 2013
Job Retirement Plan Services Director of Operations at Charles Schwab
Industry Financial Services
Experience
Schwab Retirement Plan Services  May 2013 - Present
Charles Schwab   March 2010 - May 2013
Standard Retirement Services  January 2006 - December 2009
Invesmart, Inc.   January 2003 - December 2005
Invesmart, Inc.   January 2002 - December 2002
Invesmart, Inc.   January 2000 - December 2002
Invesmart, Inc.   June 1995 - December 1999

Skills
Process Improvement, Management, Microsoft Excel, Leadership, Training, Human Resources, Team Management, Team Leadership, Employee Benefits, Databases, Quality Assurance

Education
John Carroll University   1990 — 1994
BS, Mathematics

James Burton James Burton Providence, Rhode Island Area Details
James Burton's Charles Schwab Experience May 1998 - January 2006
Job
Industry Financial Services
Experience
Fidelity Investments  January 2013 - Present
Fidelity  March 2007 - March 2013
Charles Schwab   May 1998 - January 2006
L.E.K. Consulting   1996 - 1998
Arthur Andersen  1992 - 1995

Skills
Investments, Customer Experience, Strategy, Start-ups, Mergers, Marketing Strategy, Marketing Communications

Education
INSEAD   1995 — 1996
MBA

University of Oxford   1987 — 1992
MA

Eton College   1981 — 1986
High School

Daniel Kaufman Daniel Kaufman Greater Seattle Area Details
Daniel Kaufman's Charles Schwab Experience November 2000 - May 2012
Job Senior Director Security Monitoring
Industry Computer & Network Security
Experience
Microsoft  May 2012 - Present
Charles Schwab   November 2000 - May 2012
PricewaterhouseCoopers  1999 - 2000

Skills
Information Security, Security, Vulnerability Assessment, Risk Assessment, Information Security..., IT Management, Intrusion Detection, Risk Management, GLBA, Security Operations, Security Policy, PKI, PCI DSS, Security Incident..., Cyber Defense, Cyber-security, Security Analytics

Education
James Madison University   1997 — 1999
MS, Computer Science

James Madison University   1991 — 1995
BA, Economics and Philophy

Kevin Mak Kevin Mak Lakeville, Massachusetts Details
Kevin Mak's Charles Schwab Experience February 2005 - June 2005
Job Data Analyst at SafeGuard Services
Industry Hospital & Health Care
Experience
South Shore Medical   April 2015 - Present
SafeGuard Services  September 2013 - April 2015
Healthways  June 2007 - September 2013
Hendricks & Partners  November 2006 - July 2007
Hendricks & Partners  June 2005 - November 2006
Charles Schwab   February 2005 - June 2005

Skills
Access, Excel, Outstanding Customer..., Outlook, Business Objects, PowerPoint, Keyboarding, 10 Key, Windows, Internet Research, Microsoft Excel, Customer Service, Market Research, Management, Healthcare, Program Management, Analysis, Account Management, Coaching, Leadership, Team Building, Data Analysis, Cross-functional Team..., Process Improvement

Education
University of Phoenix   2005 — 2006
Masters, Business Administration

University of Massachusetts at Amherst - Isenberg School of Management   1998 — 2002
Bachelor of Business Administration (BBA), Marketing

Paul Racicot Paul Racicot Scottsdale, Arizona Details
Paul Racicot's Charles Schwab Experience July 2015 - Present
Job Leadership Professional | Organizational Strategy
Industry Executive Office
Experience
Charles Schwab   July 2015 - Present
Professional Distinction   March 2005 - June 2015
Lakeside Supply Co., Inc.   January 2006 - March 2012
Putnam Investments  November 1997 - March 2005

Skills
Leadership, Executive Coaching, Resume Writing, Marketing Communications, Strategic Planning, Strategic Human..., Marketing Strategy, Marketing Management, Operations Management, Project Management, Executive Management, Social Media Marketing, Product Marketing, Product Management, Real Estate Development, Real Estate Investor, Property Management, Commercial Real Estate, Residential Investment..., Real Estate, Non-profit Leadership, Non-profit Board..., Non-profit Fund..., Human Resources, Small Business, Entrepreneurship, Employee Engagement, Information Technology, Maintaining Strong..., Training, Competitive Analysis, Marketing, SaaS, Management Consulting, Cross-functional Team..., CRM, Process Improvement, Management, Sales, Strategy

Education
Johnson and Wales University   2004 — 2005
MBA, Global Business & Organizational Leadership

Rhode Island College   1997 — 2002
Bachelor of Science (B.S.), Marketing & Business Management

Omar Akhtar Omar Akhtar San Francisco, California Details
Omar Akhtar's Charles Schwab Experience August 2012 - Present
Job Director Interest Rate Risk/CMBS at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab   August 2012 - Present
Charles Schwab   August 2011 - August 2012
Fannie Mae  September 2009 - August 2011
Fannie Mae  November 2006 - September 2009
Lydian Wealth Management  December 2001 - November 2006
Lydian Wealth   2001 - 2006
Allegiance Telecom  June 2001 - October 2001

Skills
ABS, Portfolio Management, Derivatives, Funding, Credit Risk, Trading, Financial Modeling, Fixed Income, Capital Markets, Securities, Financial Analysis, Risk Management, Market Risk, Interest Rate Risk..., Mortgage, Debt

Education
Ivey Business School at Western University   1998 — 2000
HBA, Business Administration

Western University   1995 — 1998
BA, Economics

Jeff Schuckert Jeff Schuckert Dubuque, Iowa Area Details
Jeff Schuckert's Charles Schwab Experience 1994 - 1998
Job Project Manager at SRPS
Industry Management Consulting
Experience
SRPS   August 2012 - Present
BVS Performance Systems  October 2012 - January 2013
Vantage Mobility International (VMI)   May 2000 - April 2012
Inacom  1998 - 2000
Charles Schwab   1994 - 1998

Skills
Process Improvement, Continuous Improvement, ERP, Project Management, Manufacturing, Team Leadership, Cross-functional Team..., SharePoint, Program Management, Six Sigma, New Business Development, Quality Assurance, Account Management, Team Building, Software Documentation, Business Strategy, Leadership, Management, Process Engineering, Networking, Disaster Recovery, Strategic Planning, Training, Troubleshooting

Education
Iowa State University
BBA, Management Information Systems

Vadim Siganevich Vadim Siganevich San Francisco Bay Area Details
Vadim Siganevich's Charles Schwab Experience 2004 - 2008
Job VP of Engineering at Protonomics, consulting at Genentech, inc.
Industry Information Technology and Services
Experience
Protonomics, LLC consulting at Genentech, Inc.   May 2010 - Present
Protonomics, LLC as Technical Project Manager at Wells Fargo   2009 - May 2010
Charles Schwab   2004 - 2008
Charles Schwab   2002 - 2004
Charles Schwab   2000 - 2002
Fujitsu Network Communications  1997 - 2000
Business Management Consulting  1996 - 1997

Education
Iowa State University   1992 — 1996
B.S. in Computer Science

Moscow Aviation Institute (National Research University)   1988 — 1992
Electrical Engineering

Lance Berg Lance Berg San Francisco, California Details
Lance Berg's Charles Schwab Experience 2000 - 2004
Job SVP, Director of Communications at Bank of the West
Industry Financial Services
Experience
Bank of the West  October 2011 - Present
BlackRock  2009 - October 2011
Barclays Global Investors  2004 - December 2009
Charles Schwab   2000 - 2004
Wells Fargo  1994 - 2000

Skills
Corporate Communications, Media Relations, Internal Communications, Communication Training, Strategic Communications, Crisis Communications, Public Relations, Financial Services, Social Media, Management, Brand Management, Marketing, Marketing Communications, Strategy, Integrated Marketing, Reputation Management, Digital Marketing, Direct Marketing, Program Management, Community Development, Brand Development, Corporate Branding, Employee Engagement, Content Strategy, Messaging

Education
Iowa State University

Steve Totillo Steve Totillo Orlando, Florida Details
Steve Totillo's Charles Schwab Experience May 2000 - June 2003
Job Hedge Fund Accountant
Industry Financial Services
Experience
BNY Mellon  February 2013 - Present
optionsXpress & Optionetics by Charles Schwab   June 2009 - July 2012
Dynetech  May 2004 - June 2009
Charles Schwab   May 2000 - June 2003

Skills
Investments, Sales, Market Research, Account Management, Trading, Options, Mutual Funds, Direct Sales, Real Estate, New Business Development, Sales Presentations, Sales Management, Public Speaking, Negotiation, Customer Retention, Stock Market, Market Analysis, Training, Webinars, Demographic Analysis, Travel Planning, Business Travel, Sales Support Tools, PowerPoint, Closing Deals, Education, Stocks, Retirement, Microsoft Excel, Employee Learning &..., Management, Analysis

Education
Stetson University   2002 — 2004
MBA, Business

James Madison University   1995 — 1999
BBA, Finance

Brookfield High School   1992 — 1995

Sarang Prasad Sarang Prasad Greater Detroit Area Details
Sarang Prasad's Charles Schwab Experience January 2006 - February 2007
Job 22 at Credit Acceptance Corpuration
Industry Financial Services
Experience
Credit Acceptance Corpuration   March 2007 - Present
Charles Schwab   January 2006 - February 2007

Education
Jawaharlal Nehru Technological University

Texas A&M University

William Ogg William Ogg Greater New York City Area Details
William Ogg's Charles Schwab Experience September 2007 - October 2012
Job Senior Messaging / Windows Server Engineer at ICAP
Industry Information Technology and Services
Experience
ICAP  April 2012 - Present
Charles Schwab   September 2007 - October 2012
Charles Schwab   March 2005 - September 2007
US Trust  February 2001 - February 2005
US Trust  September 2000 - December 2000
NAVTEQ  July 1997 - August 2000

Skills
Disaster Recovery, Active Directory, Microsoft Exchange, Blackberry Enterprise..., Unified Communications, Lync Server 2010, Office Communications...

Education
James Madison University   1990 — 1994
BS, Geography

Praveen Pillay Praveen Pillay Lincoln, Rhode Island Details
Praveen Pillay's Charles Schwab Experience October 2010 - July 2014
Job QA Lead
Industry Computer Software
Experience
CVS Health  July 2014 - Present
Randstad Technologies US  July 2014 - Present
Charles Schwab   October 2010 - July 2014
Infosys  June 2006 - July 2014
Infosys  June 2006 - September 2010

Skills
Agile Methodologies, Requirements Analysis, Test Planning, Test Strategy, Regression Testing, Test Management, System Testing, Test Automation, Test Cases, Defect Tracking, QTP, Quality Center, Manual Testing, SOA Test, Salesforce.com testing, Quality Assurance, TFS, User Acceptance Testing, Test Execution, Functional Testing, SDLC, Agile Testing, Automation, VBScript, Software Quality..., Testing, Scrum, Integration Testing, Integration, SQL, Software Project..., Oracle, Requirements Gathering, Databases, Unix, Release Management, PL/SQL, Microsoft SQL Server, Java, Business Analysis, Web Services, Selenium, SharePoint, ClearQuest, DB2, Data Warehousing, LoadRunner, SoapUI, XML, Waterfall

Education
Jawaharlal Nehru Technological University   2002 — 2006
Bachelor's degree, Electrical and Electronics Engineering

Little Flower Junior College   2000 — 2002
Intermediate, Mathematics, A

Railway Mixed High School   1993 — 2000
High school

Anthony Viviano Anthony Viviano Greater New York City Area Details
Anthony Viviano's Charles Schwab Experience 2015 - Present
Job Vice President Branch Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab   2015 - Present
E*TRADE Financial  October 2003 - February 2015
TD Waterhouse  1997 - 2003

Skills
Management, Finance, Series 63, Series 7, Asset Management, Leadership, Relationship Management, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Series 24, Sales

Education
Ithaca College   1991 — 1996

Ernesto Arceo Ernesto Arceo Jacksonville, Florida Area Details
Ernesto Arceo's Charles Schwab Experience January 1993 - January 1995
Job AVP Consultant Systems Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America  June 2013 - Present
Bank of America - Tek Systems   October 2010 - June 2011
ADT Security-Tek Systems   April 2010 - October 2010
Deutsche Bank Securities  February 2009 - March 2010
Mission Critical Technology Inc.   April 2008 - February 2009
Fidelity Information Services  June 2001 - April 2008
CSX Technology  2008 - 2008
Visa International  January 2000 - December 2001
Merrill Lynch  January 1996 - January 2000
Charles Schwab   January 1993 - January 1995

Skills
Disaster Recovery, Vendor Management, Security, Business Continuity, Virtualization, ITIL, Network Security, IT Management, IT Strategy, Data Center, IT Audit, Enterprise Architecture, Project Management, Information Technology, Infrastructure, Information Security..., System Deployment, Servers, Technical Support, Team Leadership, Unix, Solaris, Microsoft Exchange, SDLC, Networking, Leadership, Computer Security, Information Security, System Administration, VMware, PCI DSS, CISSP

Education
Jacksonville University   1986 — 1988
Bachelor of Science, Computer and Information Science

University of Florida   1982 — 1984
Bachelor of Arts, Political Science

Pallavi Valapala Pallavi Valapala Austin, Texas Area Details
Pallavi Valapala's Charles Schwab Experience March 2011 - Present
Job Staff Technology Solutions at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   March 2011 - Present
TEK Systems  April 2010 - March 2011
3M  June 2007 - August 2009
Modis International  February 2008 - July 2009
Fannie Mae Corporation  January 2004 - March 2007
JP Morgan Chase  February 2003 - January 2004
SG Computers   April 2000 - September 2002

Skills
Weblogic, Web Services, JBoss Application Server, SDLC, OOAD, Java Enterprise Edition, Java, Agile Methodologies, Spring

Education
Jawaharlal Nehru Technological University   1998 — 2002
B.Tech, Computer Science Engineering

Mandy Jian, CFA Mandy Jian, CFA San Francisco Bay Area Details
Mandy Jian, CFA's Charles Schwab Experience September 2014 - Present
Job
Industry Financial Services
Experience
Charles Schwab   September 2014 - Present
Charles Schwab   October 2012 - September 2014
State Street  April 2010 - October 2012
State Street  February 2007 - April 2010
CITIC PRUDENTIAL   September 2004 - October 2006

Skills
Risk Management, Portfolio Management, Investments, Financial Modeling, Asset Management, Data Analysis, Due Diligence, Sarbanes-Oxley Act, Alternative Investments, Mutual Funds, Hedge Funds

Education
Victoria University of Wellington   2002 — 2004
Master of Applied Finance, Applied Finance

Jinan University   1998 — 2002
Bachelor of Economics, Investment Economics

middle school

Sarang Prasad Sarang Prasad Greater Detroit Area Details
Sarang Prasad's Charles Schwab Experience January 2005 - February 2007
Job Lead Consultant Magnify Analytic Solutions
Industry Computer Software
Experience
Marketing Associates  October 2012 - Present
Mercedes-Benz Financial Services USA LLC  November 2012 - July 2013
Credit Acceptance  March 2007 - October 2012
Charles Schwab   January 2005 - February 2007

Skills
Data Modeling, ETL, Data Warehousing, OLAP, Cognos, OBIEE, Waterfall, SDLC, Business Intelligence, Enterprise Architecture, PL/SQL, Data Warehouse..., Unix Shell Scripting, Database Design, SAS, Agile Methodologies, Data Governance, Oracle, Solution Architecture, SAS programming, SQL*Plus, SQL Navigator, Explain Plan, SQL Loader, ODI, Query Tuning, Materialized Views, SAS Base, Dimensional Modeling, Kimball, Autosys, Scheduling Tools, Rules Engines, Portfolio Management, Data Management

Education
Jawaharlal Nehru Technological University
BTech, Computer Science

Texas A&M University
MS, Computer Science

Juliana Lenyo Juliana Lenyo Northville, Michigan Details
Juliana Lenyo's Charles Schwab Experience April 1997 - September 2001
Job Human Resources Professional
Industry Human Resources
Experience
Fisher Titus Medical Center  2001 - 2004
Charles Schwab   April 1997 - September 2001
Charles Schwab   1997 - 2001
Charles Schwab   1997 - 2001

Education
John Carroll University   1991 — 1995
BSBA, Human Resources Management and Services

Betsy Noel Betsy Noel San Francisco Bay Area Details
Betsy Noel's Charles Schwab Experience August 2013 - Present
Job Senior Staff at Charles Schwab
Industry Computer Software
Experience
Charles Schwab   August 2013 - Present
Charles Schwab - SPARKS   2000 - August 2013

Education
Texas A&M University   1976 — 1978
MS, Sociology

Texas Tech University   1975 — 1976
Started MS, Sociology

James Madison University   1970 — 1974
BS, Sociology

Hiroko Sugihara Hiroko Sugihara San Francisco Bay Area Details
Hiroko Sugihara's Charles Schwab Experience 2003 - 2008
Job Tax Manager at Pattern Energy Group
Industry Financial Services
Experience
Pattern Energy Group   2010 - 2013
Pacer International  2008 - July 2010
Charles Schwab   2003 - 2008
PricewaterhouseCoopers  1999 - 2003

Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Tax, Sarbanes-Oxley Act

Education
Kansai Gaidai University
BS

University of Florida
BS, Accounting

Edward Acosta Edward Acosta San Francisco Bay Area Details
Edward Acosta's Charles Schwab Experience April 2000 - September 2004
Job Sous Chef at Wolgang Puck Catering and Compass Group
Industry Food & Beverages
Experience
Wolgang Puck Catering and Compass Group   February 2014 - Present
Aramark/Myriad Group - Acela Club, Citifield   March 2011 - August 2013
Chelsea Catering   November 2009 - March 2011
Indiana Market and Catering   November 2007 - November 2010
All About Food   February 2008 - November 2009
Bar 36 Mediterranean Restaurant   June 2007 - October 2007
Gramercy Tavern  June 2006 - December 2006
Charles Schwab   April 2000 - September 2004

Skills
Chef, Database Administration, Operations, Catering, Menu Development, Food, Restaurants, Cooking, Event Management, Marketing, Training, Parties, Hiring, Sales, Event Planning, Recipes, Culinary Skills, Banquets, Pastry, Customer Service, Inventory Management, Hospitality, Sanitation, Food Preparation, Menu Costing

Education
Institute of Culinary Education   2005 — 2006
Culinary Arts

California State Polytechnic University   1993 — 1998
Bachelor of Science, Business Administration

Nathan Wahl Nathan Wahl Austin, Texas Area Details
Nathan Wahl's Charles Schwab Experience July 2012 - July 2013
Job Business Analyst (contractor) at Digital Motorworks
Industry Information Technology and Services
Experience
Digital Motorworks  July 2013 - Present
Charles Schwab   July 2012 - July 2013
ITAGroup  April 2005 - July 2012
ING  2004 - 2005
Transcor Group   2001 - 2003

Skills
SQL, Requirements Analysis, Business Analysis, Visio, IT Management, Agile Methodologies, SDLC, Agile Project Management, Project Management

Education
University of Iowa - Henry B. Tippie College of Business   2010 — 2012
MBA for Professionals and Managers

Iowa State University   1994 — 1999
Finance and MIS

Swansea University   1997 — 1997
Finance

Franco F. Solorzano Franco F. Solorzano San Francisco Bay Area Details
Franco F. Solorzano's Charles Schwab Experience March 2003 - February 2006
Job Trading Assistant at Forward Management
Industry Investment Management
Experience
Forward Management  January 2013 - Present
ReFlow Services, LLC   April 2006 - December 2012
ReFlow Management, LLC   April 2006 - December 2012
Forward Management  April 2006 - November 2010
Sutton Place Management   April 2006 - November 2010
Charles Schwab   March 2003 - February 2006
Morgan Stanley  1993 - 2002
Morgan Stanley Online  1993 - 2002

Skills
Asset Managment, Securities, Asset Management, Financial Services, Trading, Investments, Mutual Funds, Alternative Investments, Business Strategy, Hedge Funds, FINRA, Series 7, Asset Allocation, Investment Management, Portfolio Management

Education
John F. Kennedy University   2008 — 2012
Bachelor of Science (B.S.), Business Administration

Andrew Hirschler Andrew Hirschler Greater New York City Area Details
Andrew Hirschler's Charles Schwab Experience May 2004 - May 2007
Job Senior Practice Management Consultant at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company  July 2015 - Present
UBS Wealth Management  December 2009 - July 2015
UBS Wealth Management  May 2007 - December 2009
Charles Schwab   May 2004 - May 2007
UBS Wealth Management  May 1999 - May 2004

Skills
Series 7, Series 24, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Mutual Funds, FINRA, Finance, Fixed Income, Investment Advisory, Alternative Investments, Portfolio Management, Capital Markets, Equities, Securities, Financial Markets, Financial Services

Education
University of Massachusetts at Amherst - Isenberg School of Management   1983 — 1987
Finance, Business Administration and Management, General

University of Massachusetts, Amherst   1983 — 1987
BBA, Finance

Dwayne Eubanks Dwayne Eubanks San Francisco Bay Area Details
Dwayne Eubanks's Charles Schwab Experience February 2000 - March 2002
Job Senior Business Analyst at Judicial Council of California
Industry Information Technology and Services
Experience
Judicial Council of California  April 2009 - Present
Administrative Office of the Courts  March 2009 - June 2012
Sacramento County Health & Human Services   December 2008 - April 2009
Kaiser Permanente  September 2005 - August 2008
GreenPoint Mortgage  March 2002 - September 2005
Charles Schwab   February 2000 - March 2002
Bank of America  January 1989 - February 2000
Security Pacific Bank  September 1988 - October 1989
LACMTA,  April 1982 - February 1987

Skills
SDLC, Compliance, Records Management, SharePoint, Business Analysis, Adobe Acrobat, Software Requirements, MS Project, ClearCase, ClearQuest, FileNet, Telephony, IVR, DTMF, User Acceptance Testing, Project Management, Business Process..., Management, Strategic Planning, Strategy, Integration, Vendor Management, Consulting, Requirements Analysis, Enterprise Software, Process Improvement, Program Management

Education
John F. Kennedy University   2002 — 2003
Some course work, MBA

Linfield College   1972 — 1975
Bachelor of Arts, Business Admin & Sociology Double Major

Monterey Peninsula College   1971 — 1972
Some Course work, General Education

Monterey High School   1969 — 1971
Diploma, General

Melle Michelle Melle Michelle Orlando, Florida Area Details
Melle Michelle's Charles Schwab Experience October 2015 - Present
Job NSD Training Coordinator and Knowledge Management Content Editor at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   October 2015 - Present
Charles Schwab   June 2006 - Present

Skills
Customer Service, Microsoft Office, Active Directory

Education
ITT Technical Institute-Lake Mary

John Springer John Springer Greater Denver Area Details
John Springer's Charles Schwab Experience October 2014 - Present
Job Senior Manager, Software Application Engineering at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2014 - Present
Blue Cross of SC   September 2006 - October 2014
BlueCross BlueShield of South Carolina  2006 - October 2014
Affiliated Computer Services  2003 - 2006
BCBSM  1997 - 2003
EDS  1989 - 1996

Skills
SDLC, Web Development, Visio, Requirements Analysis, Software Project..., SQL, Business Analysis, Web Services, Requirements Gathering, SharePoint, Agile Methodologies, Vendor Management, XML, Databases, JAVA, JavaScript, .NET, ESB, Strategic Planning, SOA

Education
Iowa State University   1978 — 1982
BS, Computer Science

University of Central Florida
Computer Science

Nethaji M Nethaji M Cleveland/Akron, Ohio Area Details
Nethaji M's Charles Schwab Experience April 2006 - February 2007
Job QAA Tester at MedPlusQuest Diagnostics
Industry Information Technology and Services
Experience
Quest Diagnostics  February 2009 - Present
National City Bank  March 2007 - January 2009
Charles Schwab   April 2006 - February 2007
Kaiser Permanente IT  July 2005 - March 2006

Education
Kakatiya University
M.C.A

Venkat Pavan Ravilisetty Venkat Pavan Ravilisetty San Francisco, California Details
Venkat Pavan Ravilisetty's Charles Schwab Experience June 2015 - Present
Job Sr. Business Objects Developer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   June 2015 - Present
Hewlett-Packard  March 2014 - April 2015
UC Berkeley  February 2013 - December 2013
Genentech  March 2012 - December 2012
Federal Reserve Bank of San Francisco  January 2011 - March 2012
Cisco  February 2010 - November 2010
Y-Prime Technologies   January 2009 - November 2009
Dell  January 2008 - December 2008
Mascon Global  November 2005 - June 2006

Skills
Business Objects, Crystal Reports 10.0, Roambi, Web Intelligence, Oracle 9i, Crystal Xcelsius 2008, PL/SQL, Toad, SQL, Quality Center, Oracle, Data Integration, Agile Methodologies, Data Warehousing, Data Modeling, Crystal Reports, Teradata, Databases, Requirements Analysis, SDLC, Microsoft SQL Server, Business Intelligence

Education
Western Illinois University   2006 — 2007
Master's degree, Computer Science

Jawaharlal Nehru Technological University   2001 — 2005
2005, Electronics and Communications Engineering

Tyrus Cox, MBA Tyrus Cox, MBA Austin, Texas Area Details
Tyrus Cox, MBA's Charles Schwab Experience August 2010 - Present
Job Senior Systems Administrator, Mississippi State Board of Medical Licensure
Industry Information Technology and Services
Experience
Charles Schwab   August 2010 - Present
MS State Board of Medical Licensure   June 2006 - January 2013
MS Department of Education, Office of Child Nutrition   March 2004 - May 2006
US Army Corps of Engineers  May 1999 - August 2002

Education
Jackson State University   2007 — 2009
M.B.A., Business Administration

Jackson State University   1999 — 2003
B.Science, Computer Science

Jackson State University   1995 — 1999
B.Science, Mathematics

Mississippi College

MANOJ GILLA MANOJ GILLA Greater Denver Area Details
MANOJ GILLA's Charles Schwab Experience 2009 - 2012
Job Technology Lead at Infosys
Industry Information Technology and Services
Experience
Infosys  February 2006 - September 2012
Charles Schwab   2009 - 2012
YASU Technologies  December 2005 - February 2006

Skills
Struts, Java Enterprise Edition, Servlets, Core Java, JSP, Selenium, Spring, Java, JBoss Application Server, MVC, jQuery, jQuery UI, AJAX, CSS, HTML 5, Weblogic, Tomcat, EJB, Oracle, SOA, PL/SQL, JDBC, JMS, Web Services, XSLT, Ant, Hibernate, JSF, JUnit, DB2, Unix Shell Scripting, Design Patterns, Shell Scripting

Education
Jawaharlal Nehru Technological University   2002 — 2005
MCA, Masters in Computer Applications

Logan Bobzien Logan Bobzien Greater Denver Area Details
Logan Bobzien's Charles Schwab Experience December 2008 - January 2010
Job Director of Training and Methodology, 3d Lacrosse
Industry Sports
Experience
3d Lacrosse  August 2012 - Present
Arapahoe High School  July 2015 - Present
Mullen High School  June 2014 - July 2015
Arapahoe High School Varsity Lacrosse   September 2008 - June 2014
Jackson National Life  January 2012 - August 2012
Jackson National Life  January 2010 - January 2012
Charles Schwab   December 2008 - January 2010
Arapahoe High School  January 2004 - January 2008
Claritas Inc  September 2007 - December 2007
South Suburban Parks and Recreation District   May 2005 - August 2005

Education
Ithaca College   2004 — 2008
Bachelor of Science, Business Administration; Finance, Marketing

Susan Condeff Susan Condeff San Francisco Bay Area Details
Susan Condeff's Charles Schwab Experience April 2002 - November 2009
Job HighLevel Executive Assistant with Procurement Expertise
Industry Executive Office
Experience
Agni Corporation   February 2012 - February 2013
Self-Employed Writer / Editor   November 2009 - February 2012
Charles Schwab   April 2002 - November 2009
Sabah International  March 1997 - September 2001

Skills
Asset Allocation, Corporate Communications, Maintaining Strong..., Phone Etiquette, Customer Service, Meeting Planning, Note Taking, Travel Management, Heavy Calendaring, Event Planning, Expense Reports, Purchasing, Cost Control, Vendor Management, Facilities Management, Negotiation, Budget Monitoring, Corporate Finance, Database Administration, Recordkeeping, Office Organization, Technical Writing, Proofreading, Follow Through, Energy, Records Management, Office Management, Operations Management, PeopleSoft, Ariba

Education
UC Berkeley Extension   2013 — 2015
Certificate of Study, Social Media Marketing, Certification

John F. Kennedy University
Bachelor of Arts (B.A.), Psychology

Naarah Clarke Naarah Clarke Greater New York City Area Details
Naarah Clarke's Charles Schwab Experience January 2005 - December 2009
Job IT OPS Knowledge Manager at American Express
Industry Information Technology and Services
Experience
American Express  March 2013 - Present
American Express  July 2012 - March 2013
Hit Promotional Products  January 2012 - May 2012
Ultimate Medical Academy - Tampa  May 2010 - September 2011
Charles Schwab   January 2005 - December 2009

Skills
Technical Support, Troubleshooting, Help Desk Support, Printers, Laptops, Windows Sharepoint..., Metadata Management, SharePoint Designer, SharePoint 2010, HTML 5, CSS3, Content Management, Knowledge Management, CSS, IT Operations, SharePoint, Windows 7, Windows Server

Education
International Academy of Design and Technology-Orlando   2005 — 2006
Associate's degree, Computer Graphics, A

ITT Technical Institute   2003 — 2005
Assciates, Computer Networking

madhavi nadimpalli madhavi nadimpalli Greater New York City Area Details
madhavi nadimpalli's Charles Schwab Experience November 2004 - September 2005
Job ETL Developer at Shire Pharmaceuticals
Industry Information Technology and Services
Experience
Shire Pharmaceuticals  February 2011 - Present
Shire Pharmaceuticals  October 2010 - December 2010
PNC Bank  March 2008 - April 2009
Classic Foods Ltd   April 2007 - February 2008
AVON  April 2006 - March 2007
Deutsche Bank  October 2005 - March 2006
Charles Schwab   November 2004 - September 2005
Framingham State College  May 2004 - October 2004
Payless Shoe Source  October 2003 - April 2004
Payless Shoe Source  January 2003 - September 2003

Education
JNTU University
Bachelor of Technology, Electronics and Communications

Jawaharlal Nehru Technological University
Bachelor of Technology, Electronics and Communications

Sarah Masciana Sarah Masciana Austin, Texas Area Details
Sarah Masciana's Charles Schwab Experience July 2010 - March 2011
Job Founder, Hubalou
Industry Marketing and Advertising
Experience
Hubalou   September 2012 - Present
Dell  November 2012 - Present
Sarah Masciana Design   January 2006 - Present
BigCommerce  April 2012 - July 2012
Dell  March 2011 - April 2012
Charles Schwab   July 2010 - March 2011
Dell  December 2009 - July 2010
Dell  December 2008 - December 2009
The Buddy Group  January 2006 - December 2008
Neira Productions   October 2004 - January 2006

Skills
Brand, Brand Awareness, Corporate Branding, Brand Management, Global E-commerce, Defining Brand in..., Art Direction, Creative Direction, Interactive Creative..., Illustration, User Experience, Web Design, Interaction Design, Graphic Design, Online Advertising, Email Marketing, E-commerce, Digital Marketing, Management, Print design, Remote team management, Management Of..., Adobe Creative Suite, Photoshop, InDesign, Illustrator, Flash, Highly detail oriented, Design for Multiple..., Brand Developement, User Interface Design, CMS

Education
John Brown University   1999 — 2003
Digital Media, B.S., Digital Media, Illustration

Catherine Smith Catherine Smith Muncie, Indiana Area Details
Catherine Smith's Charles Schwab Experience December 1999 - November 2001
Job Rehabilitation Registered Nurse
Industry Hospital & Health Care
Experience
Livestrong.com and eHow.com   April 2011 - Present
Marion General Hospital  July 2008 - Present
IvyTech Community College  August 2004 - May 2008
Healthline  1992 - 2006
Charles Schwab   December 1999 - November 2001
El Dorado Hospital  1992 - 1999

Education
Ivy Tech Community College   2006 — 2008
ASN, Registered Nursing

University of Phoenix   1997 — 2002
MBA, Business Administration

Pima Community College   1989 — 1996
Associate, General Studies

Venkat Sirikonda Venkat Sirikonda Virginia Beach, Virginia Details
Venkat Sirikonda's Charles Schwab Experience November 2009 - February 2012
Job Developer Advisor
Industry Information Technology and Services
Experience
Anthem, Inc.   September 2014 - Present
CIGNA  February 2012 - September 2014
Charles Schwab   November 2009 - February 2012
Infosys  January 2006 - October 2009

Skills
PL/SQL, Oracle, Web Services, Microsoft SQL Server, SOA, Data Warehousing, ASP.NET, .NET, TFS, ETL, SQL, Agile Methodologies, SDLC, Requirements Analysis, DB2, C#, WCF, ADO.NET, MVC, jQuery, JSON, Entity Framework, SSRS, SSIS, SoapUI, JavaScript, Global Delivery, AJAX, RDBMS, Business Intelligence, Toad, Offshore Management, HTML 5, Sybase, Scrum, Kanban, Fiddler, VB.NET, Java Enterprise Edition, XML, Databases, Integration, Software Development

Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.)

Maria Luoni Maria Luoni Charlotte, North Carolina Area Details
Maria Luoni's Charles Schwab Experience October 2002 - February 2003
Job Endowments & Foundations Internal Investment Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2013 - Present
TIAA-CREF  February 2008 - August 2013
Vanguard  June 2003 - February 2008
Charles Schwab   October 2002 - February 2003
Buckhorn Capital Management   May 2002 - September 2002
First Union Securities  April 1999 - October 2001
First Union Brokerage Services, Inc.   April 1998 - April 1999
First Union Brokerage Services, Inc.   July 1996 - August 1998
First Union National Bank  August 1994 - July 1996

Skills
Series 7, Wealth Management, Series 63, Financial Services, Investment Advisory, Bonds, Securities, Bloomberg, Asset Allocation, Asset Management, Portfolio Management, Investment Management, Wealth Management..., High Net Worth..., Financial Advisory, Investments, Institutional...

Education
James Madison University
Bachelor of Business Administration (B.B.A.), Finance, General

Albert Pignataro Albert Pignataro San Francisco Bay Area Details
Albert Pignataro's Charles Schwab Experience March 1999 - December 2004
Job Director of Case Management at Caminar, Inc.
Industry Nonprofit Organization Management
Experience
Caminar, Inc.   August 2014 - Present
Caminar, Inc.   June 2014 - Present
Caminar, Inc. Eucalyptus House   December 2012 - Present
Caminar, Inc., Eucalyptus House   December 2009 - December 2012
Home Health Care  March 2006 - May 2010
East Bay Community Recovery Project  January 2009 - December 2009
County of San Mateo Behavioral Health and Recovery Services   September 2007 - December 2008
Caminar, Inc., Eucalyptus House   September 2007 - December 2008
Charles Schwab   March 1999 - December 2004

Skills
LGBT issues, Psychology, MFC, Mental Health, Public Speaking, Group Therapy, Crisis Intervention, Case Managment, Psychotherapy, Social Services, Therapists, Mental Health Counseling, Counseling Psychology, Program Development, Behavioral Health, CBT, Treatment, Nonprofits, Career Counseling, DBT, Google Groups, Life Transitions, Adolescents, Family Therapy, Harm Reduction, Case Management

Education
John F. Kennedy University   2005 — 2009
2008MA, Counseling Psychology 2008

John F. Kennedy University   2005 — 2008
MA, Holistic Psychology

Santa Clara University   1989 — 1993
BA, Italian Literature

Santa Clara University   1989 — 1993
BA Italian, Literature

Swathi Routhu Swathi Routhu Cary, North Carolina Details
Swathi Routhu's Charles Schwab Experience January 2013 - November 2013
Job Software Development Engineer at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank  November 2013 - Present
Charles Schwab   January 2013 - November 2013
Deloitte  May 2012 - January 2013
FedEx Office  July 2011 - May 2012
Gateway EDI  July 2010 - July 2011
Product Innovation and Engineering L.L.C   May 2010 - July 2010
Missouri S&T  August 2008 - May 2010

Skills
XML, Programming, C++, SQL Server, HTML, CSS, C#, WPF, LINQ, ASP.NET, C, Microsoft Office, Software Development, Windows, Excel, Visual Studio, .NET, PowerPoint, Word, WCF, TFS, Business Intelligence..., SSRS, SSIS, LLBLGen, LLBLGen Pro, Oracle SQL, FxCop, StyleCop, Entity Framework, MVVM, Expression Blend, Microsoft Patterns &..., ANTS Profiler, ReSharper, Unit Testing, WinForms, Microsoft SQL Server

Education
Missouri University of Science and Technology - Rolla   2008 — 2010
MS, Computer Science, G.P.A : 4.0

Kakatiya University   2004 — 2008
B.Tech, Computer Science

Angelina Tseng Angelina Tseng Orange County, California Area Details
Angelina Tseng's Charles Schwab Experience July 2000 - October 2000
Job Senior Payroll Specialist at Oakley
Industry Accounting
Experience
Oakley  November 2003 - Present
Kaiser Permanente  July 1998 - October 2003
Charles Schwab   July 2000 - October 2000

Skills
Payroll Analysis, Payroll Taxes, Reporting & Analysis, Multi-state Payroll..., Payroll Conversions, General Ledger, ADP Payforce, ADP Payroll, ADP ReportSmith, Kronos WFC, Multitasking Skills, Work Ethic, Supervisory Skills, Communication Skills, Microsoft Office, Long-term Customer..., productivity, Efficiency, Organization &..., Highly detail oriented, Close Attention to..., Year-end Close, Energetic team player, Knowledge Sharing, Accurate Data Entry, Account Reconciliation, Customer Service, Employee Training, Hiring Employees, Employee Benefits, Highly motivated..., Highly Dedicated, Human Resources, Garnishments, SAP HR, Deferred Compensation, Hiring

Education
Irvine Valley College   2010 — 2016

Hayward High School   1992 — 1995

ADP iLearn, ADP4ME, ADP MOTM

Jonathan Nufio Jonathan Nufio Phoenix, Arizona Area Details
Jonathan Nufio's Charles Schwab Experience November 2011 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2011 - Present
Sherwin Williams  June 2011 - August 2011
Batteries Plus  November 2009 - May 2011
King Soopers  October 2008 - November 2009
City Market  November 2004 - August 2008

Skills
Customer Satisfaction, Efficent, Customer Service, Time Management, Financial Markets, Sales, Retail, Merchandising, Retail Sales, Inventory Management, Store Management, Loss Prevention, Visual Merchandising, Inventory Control, Cashiering, Planograms, Microsoft Office

Education
Johnson & Wales University   2006 — 2011
Bachelor, Business Management

C Joshua Griffin C Joshua Griffin Greater Los Angeles Area Details
C Joshua Griffin's Charles Schwab Experience December 1996 - September 2009
Job Founder of FATDIVE Entertainment / @FilmTVDiversity
Industry Motion Pictures and Film
Experience
FATDIVE Entertainment   September 2009 - Present
Charles Schwab   December 1996 - September 2009

Skills
Social Media, Facebook, Analysis, Databases, Scripting, Photoshop, Microsoft Office, Editing, HTML, Microsoft Excel, Screenwriting, PowerPoint, Microsoft Word, Research, Outlook, Dreamweaver, CSS

Education
Iowa State University   1981 — 1989
BBA, Management Information Systems

David Kolley David Kolley San Francisco Bay Area Details
David Kolley's Charles Schwab Experience 2004 - 2010
Job Business Consultant Specialist at Nexus Consulting Inc.
Industry Financial Services
Experience
Nexus Consulting Inc.   June 2011 - Present
Charles Schwab   2004 - 2010
Charles Schwab & Co., Inc   June 2005 - December 2009
Charles Schwab & Co., Inc   December 2001 - May 2005
Charles Schwab   April 1998 - November 2001
Charles Schwab & Co., Inc   April 1998 - November 2001
Charles Schwab   May 1993 - March 1998
Charles Schwab & Co., Inc   May 1993 - March 1998

Skills
Risk Management, Securities, Financial Services, Fixed Income, Investments, Corporate Actions, Account Reconciliation, Credit

Education
John Carroll University   1985 — 1989
BS, Psychology

Timothy Bouslog Timothy Bouslog Ponte Vedra, Florida Details
Timothy Bouslog's Charles Schwab Experience April 1997 - December 2001
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Chase Investments  January 2014 - Present
Chase Investment Services Corporation  March 2010 - June 2012
PNC Investments  April 2005 - March 2010
Charles Schwab   April 1997 - December 2001

Education
Indiana Wesleyan University
MBA, Business Administration and Management, General

Purdue University
Bachelor of Science (BS), Business Administration and Management, General

Kathy Quimby Kathy Quimby Noblesville, Indiana Details
Kathy Quimby's Charles Schwab Experience 2010 - 2012
Job Retirement/Estate/Investments
Industry Financial Services
Experience
Charles Schwab   2010 - 2012

Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Windows, English, Research, Photoshop, Teaching, Public Speaking, HTML, Budgets, Strategic Planning, Access, Leadership

Education
Johnson University   1972 — 1978

Ginger Cook Ginger Cook Indianapolis, Indiana Details
Ginger Cook's Charles Schwab Experience February 2006 - Present
Job Associate Ops at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2006 - Present

Skills
Data Entry, Microsoft Office, Clerical Duties

Education
Ivy Tech Community College   1977 — 1978
Certificate, Medical Secretary

Western High School   1974 — 1977
High School diploma, Business

Batul Shajapurwala Batul Shajapurwala San Francisco Bay Area Details
Batul Shajapurwala's Charles Schwab Experience June 2008 - March 2011
Job Senior Database Platform Engineer at Netflix
Industry Information Technology and Services
Experience
Netflix  November 2014 - Present
Apple  November 2013 - November 2014
Capital One  March 2011 - November 2013
Charles Schwab   June 2008 - March 2011

Skills
SQL, Oracle, Microsoft SQL Server, Data Warehousing, PL/SQL, Teradata, ETL Tools, SQL Tuning, Data Modeling, Business Intelligence, Informatica, ETL, Unix, Databases, Requirements Analysis, Performance Tuning

Education
Jawaharlal Nehru Technological University   2004 — 2008
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering

st anns high school

Mark Weingart Mark Weingart San Francisco Bay Area Details
Mark Weingart's Charles Schwab Experience August 1999 - September 2001
Job Marinwood Capital Management
Industry Financial Services
Experience
7x7Asset Management   September 2006 - Present
Mosaic Asset Management   September 2001 - August 2006
Charles Schwab   August 1999 - September 2001

Skills
Equities

Education
University of California, Davis   1990 — 1994

John F. Kennedy University
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies / Psychology

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