Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charles Schwab Employees
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Charles Schwab 2009 - Present
Banc of America Investments 2007 - 2009
Education
John Brown University 1991 — 1997
B.S., Psychology
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
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
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
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
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
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 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
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
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
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
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.
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Credit Acceptance Corpuration March 2007 - Present
Charles Schwab January 2006 - February 2007
Education
Jawaharlal Nehru Technological University
Texas A&M University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Charles Schwab October 2015 - Present
Charles Schwab June 2006 - Present
Skills
Customer Service, Microsoft Office, Active Directory
Education
ITT Technical Institute-Lake Mary
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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