Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Wells Fargo Bank March 2015 - Present
Wells Fargo Bank, Business Banking Group September 2013 - December 2013
Cisco Systems October 2010 - September 2013
Wells Fargo Bank, Wholesale Banking September 2010 - January 2011
Wells Fargo Bank, Home Equity Risk Management June 2008 - December 2009
Wells Fargo Bank, Business Banking Group August 2007 - March 2008
Wells Fargo Bank- Small Business Banking October 2005 - May 2007
Wells Fargo November 2002 - April 2005
Charles Schwab June 2000 - September 2002
Wells Fargo Bank, Small Business Banking June 1999 - May 2000
Skills
Unix, Linux, Data Mining, SAS, SQL, Programming, Business Objects, Data Analysis, Analytics, Databases, Business Intelligence, ETL, Unix Shell Scripting, Data Warehousing, PL/SQL, Data Management, Teradata, Visio, Business Analytics
Education
The University of Georgia 1992 — 1994
M.S, Statistics
Kansas State University 1987 — 1991
B.A, Physics
Charles Schwab May 2015 - Present
CPI Card Group July 2014 - May 2015
Resources Connection, Inc. January 2014 - July 2014
Liberty Global February 2006 - December 2013
Cenveo 1999 - 2006
Boston Market/Boston Chicken Inc. 1995 - 1998
Skills
Financial Reporting, Consolidated Financial..., Hyperion HFM, Investor Relations, Microsoft Excel, Smartview, Microsoft Word, Accounting, SEC Financial Reporting, Budgets, Forecasting, Cash Flow, Corporate FP&A, Visual Basic, Oracle, Account Reconciliation, General Ledger, Year-end Close, Monthly Close, Supervisory Skills
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Science (MSAC), Accounting
University of Colorado Boulder 1988 — 1992
Bachelor of Business Administration (BBA), Accounting and Finance
Charles Schwab April 2015 - Present
ISA-ATX May 2014 - January 2015
Titan Solutions Group July 2013 - March 2014
Drinx February 2013 - July 2013
Colbert Hills Country Club March 2010 - July 2013
Willowfork Country Club February 2007 - July 2008
Skills
Technical Recruiting, Internet Recruiting, Staff Augmentation, Applicant Tracking..., Staffing Services, Contract Recruitment, Recruiting, Talent Acquisition, Cold Calling, Information Technology, Networking
Education
Kansas State University 2008 — 2013
Bachelor's degree, Marketing
Seven Lakes High School 2005 — 2008
Buck Knives July 2015 - Present
The North Face February 2014 - July 2015
Coldwater Creek August 2008 - January 2014
Coldwater Creek August 2007 - August 2008
Coldwater Creek April 2007 - August 2007
James A Sewell & Associates 2006 - 2007
Greater Sandpoint Chamber of Commerce 2006 - 2006
Charles Schwab 1997 - 2001
Kaiser Permanente 1996 - 1997
Citibank 1986 - 1991
Skills
Retail, Inventory Management, Human Resources, Microsoft Excel, Project Planning, Sales, Purchasing, Microsoft Word, Advertising, Process Improvement, Merchandising, Customer Service
Education
Kaplan University-Davenport Campus 2014 — 2015
Master of Science (MS), Criminal Justice Law
Kaplan University - Online 2009 — 2012
B.S. Criminal Justice, Juvenile, Criminal Justice, Graduated Summa Cum Laude
Hudson Pacific Properties, Inc. August 2013 - Present
Hewlett Packard May 2011 - August 2013
Bank of America July 2010 - December 2011
Vision Dynamics Optometry September 2009 - March 2010
Beautifull! Inc June 2008 - May 2009
National Corporate Housing April 2007 - April 2008
Charles Schwab June 2000 - September 2000
Skills
Vendor Management, Software Documentation, Troubleshooting, Disaster Recovery, Training, Testing, Servers, Marketing, Customer Service, Advertising, Sales, Networking, Enterprise Software, Management, Highly personable, System Administration, SharePoint, Project Management, Business Analysis, Integration, Security
Education
Kaplan University 2009 — 2011
M. S, Business Management – Project Management
California State University 2005 — 2006
B.A, Psychology
Northgate
University of California Office of the President March 2015 - Present
University of California Office of the President March 2012 - March 2015
University of California Office of the President December 2008 - March 2010
University of California Office of the President October 2006 - December 2008
Charles Schwab April 1992 - September 2006
Janet Pomeroy Center 1990 - 1992
Norton Junior High and High School August 1986 - May 1989
Skills
Project Management, Change Management, Program Management, Strategic Planning, PMP, Business Analysis, Risk Management, Process Improvement, Business Process..., Project Portfolio..., Cross-functional Team..., Vendor Management, Leadership, Project Planning, Team Building, Data Analysis, PMO, Management, MS Project, SDLC, Visio, Operations Management, Organizational..., Facilities Management, Contract Management, Facilitators, Continuous Improvement, Internal/External..., Executive Presentation..., Analysis
Education
Kansas Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), Secondary Education and Teaching
Ameriprise Financial Services, Inc. July 2009 - Present
UBS 2004 - 2009
Charles Schwab 1999 - 2004
Education
Kennesaw State University 1981 — 1985
Bachelor of Business Administration (BBA), Economics & Finance
Humana September 2015 - Present
Charles Schwab September 2014 - May 2015
Skills
Microsoft Word, Microsoft Excel, Research, Customer Service, Teamwork, Leadership, Windows, Internet, Intranet, Firefox, Internet Explorer, Google Search, Microsoft Office, PowerPoint, Call Centers, Banking, Customer Experience, Training
Education
Kaplan University 2009 — 2013
Bachelor of Science (BSc), Homeland Security
Cognizant June 2014 - Present
Infosys August 2011 - June 2014
Charles Schwab 2012 - 2013
Capital Group 2011 - 2012
Infosys September 2007 - August 2011
Cognizant Technology Solutions July 2005 - August 2007
Career Institute of Technology and Management July 2001 - July 2003
Skills
Oracle, Informatica, PL/SQL, Siebel, Requirements Analysis, Business Analysis, Unix, ETL, SDLC, EIM, Unix Shell Scripting, CRM, SQL, Datastage, BMC Remedy, Data Warehousing, Software Project..., Software Development, Shell Scripting, Enterprise Architecture, Microsoft SQL Server, Autosys, Pyxis, Certified...
Education
Thapar Institute of Engineering and Technology 2003 — 2005
Master's degree, Software Engineering
Kurukshetra University 1997 — 2001
Bachelor's degree, Computer Engineering
Charles Schwab March 2014 - Present
Charles Schwab August 2011 - March 2014
Charles Schwab November 2009 - June 2011
Charles Schwab August 2009 - November 2009
Charles Schwab May 2008 - August 2009
Education
Kent State University 2006 — 2010
Business Administration, Finance
Buck Consultants at Xerox November 2014 - Present
Cammack Retirement Group October 2012 - October 2014
ClearPath Retirement Partners September 2009 - May 2012
Charles Schwab July 2005 - June 2009
Fidelity Investments 1995 - 2005
Skills
ERISA, 401(k), Defined Benefit, Non-Qualified Deferred..., Investments, Relationship Management, Uniform Combined State..., Retirement Plan..., 403(b), Participant Education, Series 66, Wealth Management, Pensions, Retirement
Education
Keene State College
BS Management, Finance
Diebold 2013 - Present
Northrop Grumman Corporation 2005 - 2013
Indra 2003 - 2005
HNTB 1999 - 2003
Charles Schwab 1997 - 1999
AAA 1992 - 1997
Houghton Mifflin Harcourt 1988 - 1992
Barnes Distribution 1984 - 1988
Skills
Talent Acquisition, Leadership Development, Employee Engagement, Human Resources, Performance Management, Employee Relations, Organizational..., Program Management, Recruiting, Leadership, Workforce Planning, HRIS, Benefits Administration, Employment Law, Strategy, PeopleSoft, FMLA, Management, Succession Planning, Deferred Compensation, Coaching, Onboarding, Organizational..., Employee Benefits, Sourcing, Personnel Management, Career Development, Applicant Tracking..., Labor Relations, Interviews, HR Policies, College Recruiting, New Hire Orientations, Talent Management, Employee Training, Hiring, Technical Recruiting, Internet Recruiting, Employer Branding, Taleo, Temporary Placement
Education
Kent State University
MBA, Human Resources Administration, Organization Development
US Army January 1993 - Present
National Guard Bureau 2010 - 2011
Charles Schwab August 1999 - December 2003
Skills
Korean Linguist, Strategic Planning, Strategic Planning..., Emergency Management, Vulnerability Assessment, Human Resources, Training, Staff Development, Military Operations, DoD, Operational Planning, National Security, Army, Military, Command, Personnel Management, Security Clearance, Leadership
Education
Keller Graduate School of Management of DeVry University 2000 — 2003
MBA, Finance
University of Alabama 1982 — 1987
BA, Political Science
Charles Schwab August 2014 - Present
Infosys Technologies Ltd May 2014 - August 2014
Infosys November 2011 - June 2014
Infosys August 2010 - November 2011
Infosys August 2009 - August 2010
Infosys February 2009 - August 2009
Skills
Asp.NET, Web Design, Web Development, ASP.NET MVC, Agile Application..., Agile & Waterfall..., Wealth Management..., Business Analysis, FATCA, WCF Services, WPF Development, MSSQL, Microsoft SQL Server, ADO.NET, PL/SQL, SQL, AJAX, JavaScript, ASP.NET, Oracle, Web Services
Education
Uttar Pradesh Technical University 2004 — 2008
Bachelor of Technology (BTech), Electronics and Communications Engineering
Kendriya Vidyalaya Pathankot 2003 — 2004
Intermediate, Science
Kendriya Vidyalaya Tughalkabad, New Delhi 1996 — 2003
Homesite Insurance October 2010 - May 2015
Fitworks January 2007 - July 2010
Charles Schwab October 1998 - June 2008
UFCW Health And Welfare March 1993 - October 1998
Aetna January 1991 - January 1993
Skills
Training, Customer Service, Employee Benefits, Sales, Office Management, Medical Billing, Business Development, Customer Retention, Investments, Accounting, Insurance, Claim, Call Centers, Health Insurance, Leadership, Marketing, Marketing Strategy, Team Building
Education
Kent State University 1986 — 1990
Psychology
DialogTech July 2013 - Present
Mongoose Metrics July 2013 - September 2014
Charles Schwab August 2011 - January 2013
Skills
Business Development, Project Management, Sales, Management, Marketing, CRM, Customer Service, Entrepreneurship, Account Management, Networking, Salesforce.com, HTML, SEO, Enterprise Software, Software Development, Web Design, PHP, Training, SaaS, Leadership, Trade Shows, Strategy, Sales Management, Strategic Partnerships, SEM, PPC Bid Management, Digital Marketing, Integrated Marketing, Telecommunications..., Consulting, Analytics
Education
Kent State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.04
Charles Schwab May 2014 - Present
Capitol Federal Savings Bank March 2007 - April 2014
Big Brothers Big Sisters of Salina 2011 - 2013
Skills
Training, Interviews, Banking, Customer Service, Retail Banking, 10 Key, Microsoft Excel
Education
Kansas Wesleyan University 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Phoenix College 2003 — 2005
Associate's degree, Business
WageWorks October 2013 - Present
MphasiS - an HP Company May 2011 - September 2013
Amgen August 2010 - September 2013
MphasiS - an HP Company October 2005 - April 2011
Charles Schwab May 2008 - August 2010
Citi March 2007 - November 2007
Syntel May 2004 - September 2005
Mastek Ltd January 2004 - May 2004
3i Infotech (Then ICICI Infotech) June 2003 - January 2004
Apta Technology Pvt Ltd. February 2000 - June 2003
Skills
Microsoft SQL Server, ASP.NET, XML, C#, SDLC, Requirements Analysis, Agile Methodologies, VB.NET, Visual Basic, .NET, Visual Studio, ADO.NET, TFS, Software Project..., AJAX, Project Management, ASP.NET MVC, SOA, MS Project, WCF, Database Design, ITIL v3 Foundations..., VSS, Systems Analysis, Testing, PL/SQL, PMP, Communication, IIS, Informatica, Healthcare Information..., SSO, SSRS, Continuous Integration, SAML 2.0, Oracle, ASP.NET Web API, WCF Services, Client Co-ordination, Troubleshooting, Ping Federate v7.1.3, GPG, Toad, NUnit
Education
Karnataka State Open University 2004 — 2005
M.Sc, Information Technology
National Institute of Information Technology 1997 — 1999
PDNCC, Software Engineering
University of Mumbai 1996 — 1997
B.Sc, Chemistry, First
Lithium Technologies April 2014 - Present
Riverbed Technology May 2012 - March 2014
Salesforce.com October 2009 - May 2012
Salesforce.com November 2009 - October 2010
Visa March 2006 - November 2009
QuinStreet October 2005 - March 2006
Hodge/Niederer/Cariani September 2004 - September 2005
Charles Schwab November 2002 - August 2004
Russell Reynolds Associates June 1999 - February 2002
Skills
Recruiting, Sourcing, Management, Human Resources, Temporary Placement, Deferred Compensation, Project Management, Applicant Tracking..., Talent Acquisition, College Recruiting, Executive Search, Talent Management, Technical Recruiting, Onboarding, Internet Recruiting, Employer Branding, Benefits Negotiation, Employee Relations, Marketing, Salesforce.com, Sales, Team Leadership, Screening, Interviews, Strategy, Workforce Planning, Leadership, Hiring, New Hire Orientations, Consulting, Networking, Personnel Management, Career Development, HRIS, Contract Recruitment, Search, Screening Resumes, Strategic Sourcing
Education
Keene State College 1990 — 1994
BS, Management
Ridgewood Highschool 1988 — 1990
Diploma
Cognizant March 2015 - Present
Infosys July 2013 - March 2015
Charles Schwab July 2013 - March 2015
Infosys January 2010 - March 2015
Skills
Performance Testing, Performance Engineering, LoadRunner, PL/SQL, Team Management, Project Planning, Requirements Analysis, Project Estimation, Offshore coordination, HP Performance Center, Dynatrace, VSTS, HP Load Runner, Splunk, Agile Methodologies, Scrum
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2005 — 2009
Bachelor's Degree, Mechanical Engineering, First Class with Honors
Kendriya Vidyalaya 2003 — 2005
High School, Science
OEConnection October 2011 - Present
OEConnection September 2010 - May 2012
OEConnection June 2010 - October 2010
OEConnection December 2009 - June 2010
National City Corporation June 2008 - December 2009
Litigation Management Inc. October 2006 - June 2008
Litigation Management Inc. October 2005 - October 2006
Charles Schwab May 1997 - October 2005
Skills
Microsoft SQL Server, ASP.NET, SharePoint, VB.NET, C#, SSRS, Oracle, Project Management, Active Directory, IT Management, Microsoft Exchange, Microsoft CRM, T-SQL, .NET, SQL, SSIS, IIS, WCF, Software Development, Web Applications, Integration, Software Project..., Business Analysis
Education
The University of Akron 2002 — 2005
MBA, Strategic Marketing
Kent State University 1993 — 1998
BS, Management Information Systems
TIAA-CREF June 2011 - Present
AXA Advisors November 2010 - April 2011
Charles Schwab April 2002 - June 2010
Charles Schwab January 1995 - April 2002
THE HAMPTON COMPANY January 1988 - January 1995
Skills
Mergers, Retirement Plan..., Relationship Management, Strategic Planning, Sales, 401k, Series 63, Series 7, Retirement, Asset Allocation, Mutual Funds, Securities, Investment Advisory, Pensions, FINRA, Investments, ERISA, Employee Benefits, Financial Services
Education
Kent State University 1983 — 1986
B.S. BUSINESS ADMINISTRATION, FINANCE
Field High School 1977 — 1981
Cisco November 2009 - Present
Cisco October 1999 - November 2009
Charles Schwab January 1998 - October 1999
Cisco Systems February 1997 - December 1997
Queensland University of Technology January 1996 - January 1997
Winfoware Technologies July 1995 - September 1995
Skills
Cross-functional Team..., Program Management, Data Center, Enterprise Architecture, Business Intelligence, Data Warehousing, Enterprise Software, Business Process, Integration, PMP, ERP, Solution Architecture, IT Strategy
Education
Queensland University of Technology 1995 — 1996
Masters, Information Technology
Karnatak University 1991 — 1995
Bachelor of Engineering, Computer Science and Engineering
None August 2013 - January 2015
Hewlett-Packard 2012 - 2013
Charles Schwab 2010 - 2011
Microsoft 2009 - 2009
General Dynamics Land Systems 2007 - 2008
Express Scripts 2006 - 2007
Hewlett-Packard 2004 - 2006
Skills
Requirements Gathering, Requirements Analysis, Rational Rose..., Systems Analysis, Project Management, Use Case Diagrams, Use Case Analysis
Education
Kaplan University 2005 — 2007
BS, Information Technology
San Diego State University-California State University 1978 — 1981
Bachelor of Arts (B.A.), Psychology, 3.8
Charles Schwab April 2014 - Present
Molly's Eatery and Drinkery August 2011 - August 2013
Student Media Group May 2011 - August 2011
Skills
Customer Service
Education
Northern Illinois University 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Kishwaukee College
Associate of Science (A.S.)
Charles Schwab January 2015 - Present
FCC Anthem March 2013 - May 2014
Kaplan University February 2010 - March 2013
UniFirst Corporation March 2008 - January 2010
Financial Trust Realty Corp September 2005 - March 2008
Florida Today December 2003 - September 2005
Mail Systems, Inc March 2002 - December 2003
Diversified Data Management Inc January 2000 - January 2002
Diversified Data Management Inc January 2000 - January 2002
Anna Inc. Home Management January 1995 - January 2000
Skills
Training & Development, Market Planning, Customer Relations, Employee Training, CRM, Web Marketing, Sales Presentations, Sales, Coaching, Team Building, Public Speaking, Account Management, Salesforce.com, Cold Calling, New Business Development, Marketing Strategy, Social Media, Strategic Planning, Leadership, Advertising, Social Media Marketing, Customer Retention, Leadership Development, Training, Social Networking, Marketing Communications, B2B, Microsoft Office, Customer Satisfaction, Online Marketing, Sales Management, Public Relations, Team Leadership, Time Management, Conflict Resolution, PowerPoint, Staff Development, Email Marketing, Sales Process, Contract Negotiation, Microsoft Word, Small Business, Direct Marketing, Event Planning, Customer Service, Sales Operations, Management, Program Management, Recruiting
Education
Kaplan University 2011 — 2012
Master of Business Administration (M.B.A.), Marketing, 3.93
Kaplan University 2010 — 2011
Masters, Business Administration
University of Phoenix 2004 — 2008
Bachelor of Science, Business Management/Marketing
Charles Schwab March 2013 - Present
Time Warner Cable March 2008 - February 2013
Citi January 2007 - February 2008
GUNN Nissan LLC November 2005 - December 2006
JPMorgan Chase March 2005 - October 2005
American Income Life November 2004 - March 2005
USAA June 1999 - November 2004
International Bank of Commerce October 1997 - February 1999
Skills
Auditing, Fraud, Financial Services, Retirement Planning, 401k, Customer Relations, Banking, Insurance, Certified Fraud Examiner, Problem Solving, Team Leadership, Process Improvement, Accounting, Underwriting, Risk Management, Finance, Financial Analysis, Investments, Leadership, Management, Sales, Team Building
Education
Kaplan University 2007 — 2011
Bachelor of Science, Business with concentration in Accounting, 3.47
Eaton February 2015 - Present
Eaton Corporation June 2013 - February 2015
Eaton Electrical June 2012 - June 2013
Eaton Corporation June 2011 - June 2012
Eaton Automotive June 2010 - June 2011
Charles Schwab June 2009 - August 2009
General Motors June 2008 - August 2008
Skills
Leadership, Financial Analysis, Forecasting, Supply Chain, Variance Analysis, Microsoft Excel, Process Improvement, Financial Reporting, Communication, Sarbanes-Oxley Act, Cost Accounting, ERP
Education
Kent State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Austintown Fitch High School
Workday April 2015 - Present
SAP September 2005 - April 2015
Yahoo!, Gap Inc., & Medical Data Solutions November 2004 - September 2005
Charles Schwab March 2002 - November 2004
EMC (Documentum) August 1999 - October 2001
PeopleSoft December 1996 - August 1999
Skills
Business Intelligence, Training, Project Management, Software Project..., SAP, Strategic Planning, ERP, Management, Risk Management, E-Learning, Enterprise Software, Change Management, Mobile Applications, Software Development, Business Strategy, SaaS, Enterprise Architecture, Program Management, Business Objects
Education
Marywood University
M.A., Personnel Counseling/Organizational Development
King's College
B.S., Psychology/Science
CLC
Computer Programming
Great america financial services June 2015 - Present
Charles Schwab October 2014 - June 2015
Great America Financial Services February 2013 - August 2014
Bank of the West August 2010 - February 2013
Yellowbook February 2010 - July 2010
Wells Fargo Bank May 2008 - February 2010
Metco Credit Union May 2007 - May 2008
Pat McGrath Chevyland February 2006 - May 2007
Menards August 2002 - March 2006
Skills
PowerPoint, Retail, Microsoft Word, Strategic Planning, Marketing Strategy, Leadership, Operational Due..., Cold Calling, Sales, Social Networking, Management
Education
Mount Mercy College 2009 — 2011
BS, Marketing
Mt. Mercy College 2009 — 2011
BS, Marketing
Studies 2009 — 2011
Bachelor's Degree, Marketing; Marketing
Kirkwood Community College 2002 — 2005
AA, Communications Media/Public Relations
Kirkwood Community College 2002 — 2005
Associate of Arts Degree, Communications/Public Relations
Charles Schwab May 2015 - Present
Skills
Market Research, Event Planning, Promotions, Social Media, Research, Segmentation, Online Marketing, Google Analytics, SEM, Google Adwords, Competitive Analysis, Social Media Marketing, Blogging, Facebook, Microsoft Office, Writing, PowerPoint, Teamwork, Analysis, Excel, Word, Marketing Research, Online Advertising, Web Analytics, Marketing Communications, Analytics, Social Networking, Marketing Strategy, PPC, Leadership, Integrated Marketing
Education
Kent State University 2007 — 2011
Bachelor's, Managerial Marketing
Virtual Eminence August 2014 - Present
Financial Empowerment January 2012 - August 2014
Charles Schwab November 2007 - March 2011
Huntington National Bank March 2007 - November 2007
Bank of America December 2000 - May 2005
Skills
Banking, Public Speaking, Problem Solving, Team Building, Office Management, Time Management, Microsoft Word, Outlook, Skin Care, Office Administration, Microsoft Office, Small Business, Event Management, Strategic Planning, Marketing, Leadership, Event Planning, Insurance, Marketing Strategy, Social Media, Customer Satisfaction, Nonprofits, Access, Management, Sales, Telephone Skills
Education
Keiser University-Ft Lauderdale 2013 — 2015
University of Phoenix 2007 — 2007
Charles Schwab June 2014 - Present
Fidelity Investments July 2013 - March 2014
PNC January 2013 - July 2013
Charles Schwab November 2010 - December 2012
The UPS Store June 2010 - November 2010
Skills
Investments, Customer Retention, Sales, Retirement, Customer Service, Team Management, Organization, Leadership Development, Team Leadership, Customer Satisfaction
Education
Kaplan University 2009 — 2011
Bachelor's degree, Accounting
Lincoln College of Technology-Indianapolis 2007 — 2009
Associate's degree, Business Administration and Management, General
Charles Schwab Customer Service RepresentativeFifth Third BankApril 2010 - January 2013
Hibachi Japan 2008 - 2012
Education
Kent State University 2005 — 2009
Bachelors in Business and Administration, Finance
Scottrade December 2011 - Present
Charles Schwab October 2007 - August 2011
TD Ameritrade August 1998 - May 2007
Andrew Garrett, Inc. June 1997 - August 1998
Skills
Options, Risk Management, Relationship Management, Institutional Clients, Margin, Cross Selling
Education
Kean University 1992 — 1997
BS, Accounting
Fox News Channel June 2014 - Present
Penn Financial Group, LLC June 2004 - Present
Winning on Wall Street January 2002 - May 2004
Charles Schwab May 2000 - January 2002
Skills
Investments, Equities, Portfolio Management, Finance, ETFs, Investment Advisory, Management, Financial Risk, Asset Management, Mutual Funds, Financial Markets, Alternative Investments, Investment Strategies, Financial Analysis, Securities, Asset Allocation, Fixed Income, Hedge Funds, Series 7, Trading, Wealth Management
Education
University of Colorado Denver 2001 — 2006
MBA, Finance
Kutztown University of Pennsylvania 1999 — 2000
Master of Science (MS), Finance, General
Wesley College 1997 — 1999
Susquehanna University 1994 — 1995
Equity Trust Company January 2015 - Present
CBIZ June 2014 - January 2015
Tegrit Group April 2011 - May 2014
Summit Retirement Plan Services, Inc. December 2009 - March 2011
Charles Schwab May 2006 - September 2009
Charles Schwab February 2000 - May 2006
Charles Schwab May 1998 - February 2000
Sterling Jewelers June 1994 - May 1998
John Hancock September 1993 - June 1994
Bank One August 1991 - September 1993
Skills
Project Management, Quality Assurance, Compliance, Sales, Training, Business Process..., Business Intelligence, Investments, Management, Call Centers, Retirement Planning, Project Planning, Leadership, Customer Satisfaction, Financial Services, Customer Service, Finance, Mutual Funds, Retirement, Policy, Time Management, Business Analysis, Employee Benefits
Education
Keller School of Management of DeVry University 2009 — 2011
Masters, Accounting and Financial Management
Kent State University 1989 — 1993
BA, English, History
Charles Schwab May 2013 - Present
Waddell & Reed May 2010 - May 2013
MICG Investment Management March 2009 - April 2010
First Command Financial Planning September 2004 - March 2009
U.S. Navy July 1983 - October 2004
Education
United States Naval Academy 1979 — 1983
BS, General Engineering
Naval War College 1993 — 1994
MA, National Security and Stategic Studies
The American College 2009 — 2011
Certificate, Chartered Financial Consultant
Kaplan University 2008 — 2009
Certificate, Financial Planning
Aclara RF Systems Inc March 2009 - Present
Charles Schwab October 2008 - Present
Myriad Health June 2007 - Present
Noteworthy Medical Systems March 2005 - March 2007
Xerox January 1996 - July 2002
Education
University of Phoenix 2001 — 2006
Rochester Institute of Technology 1998 — 2001
MS, Information Technology Management
Kent State University 1989 — 1994
BS, Physics
Northwestern High School 1984 — 1988
College Prep
OPW, a Dover Company February 2014 - Present
KeyBank August 2013 - October 2013
Charles Schwab January 2013 - May 2013
TeleDevelopment Services, Inc. 2004 - 2012
Research First Inc. 2003 - 2004
Innosource Inc. 1996 - 2003
Skills
Call Center, Talent Acquisition, Recruiting, BPO, Account Management, Outsourcing, Sourcing, Temporary Placement, Executive Search, Technical Recruiting, Onboarding, Temporary Staffing, CRM, Coaching, Employee Training, Customer Retention, Human Resources, Contract Recruitment, Management, Screening, Benefits Negotiation, Team Building, Vendor Management, HR Consulting, New Business Development, Call Centers, College Recruiting, Training, Training Delivery, Consulting, Team Management, Cold Calling, Process Improvement, Telemarketing, HRIS, Business Development, Screening Resumes, Lead Generation, Interviews, Performance Management, Employee Engagement, Internet Recruiting, Leadership, Workforce Management, Strategic Sourcing, Applicant Tracking..., Employee Relations, Organizational..., Hiring, Talent Management
Education
Kent State University
Bachelor of Business Administration (BBA), Marketing, Cum Laude
American Express March 2012 - Present
Financial Industry Regulatory Authority July 2010 - April 2011
NYSE Euronext October 2006 - June 2010
ASCAP August 2003 - September 2006
Alliance Courier & Freight 2002 - 2003
Charles Schwab 1997 - 2001
Skills
Spreadsheets, Financial Statement..., Westlaw, Administration, System Administration, MS Word, Excel &..., LexisNexis, Customer Relations, Legal Writing, Compliance, Client Services, Database Administration, Microsoft Excel
Education
Kaplan University 2008 — 2010
Associate of Applied Science, Paralegal Studies
Charles Schwab July 2015 - Present
Pawsibilities, Humane Society of Greater Akron January 2015 - Present
Charles Schwab November 2014 - June 2015
Charles Schwab July 2009 - November 2014
Charles Schwab February 2007 - July 2009
Malone Advertising June 2006 - December 2006
Skills
Customer Service, Qualified Retirement..., QKA, 401k, Retirement, Retirement Planning, Research, Deferred Compensation, Reporting & Analysis, Data Analysis, 401k Rollovers, Customer Satisfaction, Retirement Savings, Retirement Benefits, Communication Skills, Internal & External..., Microsoft Excel, Microsoft Office, Manage Client..., Strengthening Client..., Maintaining Strong...
Education
Kent State University 2003 — 2006
BA, Business Management, Human Resource Management
Charles Schwab November 2013 - Present
Charles Schwab June 2011 - November 2013
Seward Wealth Management January 2011 - May 2011
Marathon Financial Services October 2010 - December 2010
Skills
Newsletters, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Customer Service, Public Speaking, English, Social Media, Team Leadership, Business Strategy
Education
Kent State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Kent State University 2007 — 2011
Bachelors of Business Administration, Finance
Integral Ad Science June 2015 - Present
Undertone January 2012 - May 2015
Omnicom Media Group - Resolution Media July 2011 - January 2012
Lionsgate July 2010 - June 2011
ID Media July 2008 - July 2010
Florida Press and FL Newspaper Advertising Network (now Intersect Media Solutions) March 2007 - June 2008
MHR -Leavitt Management Medical Group (now Bosley Medical) August 2006 - March 2007
.Com Marketing (now EdgeCore) February 2005 - January 2006
Tribune Company February 2000 - February 2005
Charles Schwab July 1999 - February 2000
Skills
Digital Marketing, Traditional Media, Social Media Marketing, Entertainment Industry, Client-focused, Production Managment, Brand Development, Corporate Branding, Creative Strategy, Branding & Identity, Search Advertising, ROI Strategies, Creative Direction, Media Production..., Accounts Payable, Operating Budgets, Department Budgeting, Product Development, Video Production, Audio Post Production, Financial Accounting, Post Production, Public Speaking, Advertising, Digital Media, Online Advertising, SEM, Marketing, Digital Strategy
Education
University of Louisiana at Lafayette 1995 — 1998
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Kilgore College 1993 — 1995
Mass Communications
Charles Schwab April 2013 - Present
Venterra Realty July 2012 - April 2013
Greystar February 2012 - July 2012
Aimco September 2008 - February 2012
Enterprise Rent-A-Car May 2007 - May 2008
Skills
Yardi, Property Management, Leases, Real Estate, Lease Administration, Apartments, Rentals, Investment Properties, Sales, Customer Service, Selling, Marketing, Esite, OneSite, Finance, Microsoft Office, Communication, Organizational..., Evictions, Resident Retention, Legal Research, Legal Writing, Yardi Voyager, Fair Housing, Negotiation, Blue Moon, Yardi Property..., Customer Retention, Customer Satisfaction, Residential Homes
Education
Keiser University-Ft Lauderdale 2011 — 2011
Associate of Arts (AA), Paralegal
Pennsylvania State University-Penn State Lehigh Valley 2005 — 2008
Bachelor of Science (BS), Financial Planning and Services, 3.5
Tradovate, LLC June 2014 - Present
Tomsic Holdings, LLC October 2001 - Present
GAIN Capital September 2012 - August 2013
Open E Cry, LLC January 2002 - August 2013
Charles Schwab August 2011 - August 2012
optionsXpress 2008 - 2011
Paragon Futures Group, Inc. 1999 - 2002
Paragon Trading, Inc. 1996 - 1999
EDS Group 1988 - 1994
Skills
Investments, Commodity, Options, Electronic Trading, Derivatives, Financial Markets, Alternative Investments, Trading, Futures, Trading Software, Entrepreneurship, Start-ups, Private Equity, Risk Management
Education
Kent State University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
WD Partners December 2013 - Present
Charles Schwab May 2005 - October 2013
Hudson Printing Inc April 2004 - May 2005
Tor Books/Holtzbrinck Publishing September 2001 - March 2004
Craver Marcom Marketing January 2000 - August 2001
Maddox Marketing Group, Inc. January 1999 - January 2000
Newark element14 January 1998 - January 1999
Skills
Art Direction, Advertising, Adobe Creative Suite, Typography, Internal Communications, Creative Direction, Creativity, Studio Art, Graphic Design, Copywriting, Creative Services, Teamwork, Internet, Digital Archiving, Free Thinking, Trafficking, Preflight, Layout, Graphics, InDesign, Illustrator, Photography, Logo Design
Education
Kent State University 1992 — 1997
Bachelor of Science, Advertising; Concentration in Graphic Design and Marketing
Our Lady of the Elms High School 1989 — 1992
9-12
Charles Schwab April 2013 - Present
Kaplan University January 2009 - March 2013
Enterprise Rent-A-Car January 2004 - December 2008
Skills
Customer Service, Team Building, Management, Sales, Customer Retention, Marketing, Public Speaking, Leadership, Microsoft Office, Sales Operations
Education
Kaplan University 2009 — 2011
Master of Business Administration (MBA), Finance
Marist College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sterling Jewelers June 2010 - Present
Charles Schwab November 2007 - November 2008
Nationwide Insurance 2006 - 2007
Progressive Casualty Insurance Company April 1994 - March 2005
Progressive Casualty Insurance Company 1996 - 1998
Skills
SDLC, Business Process, CRM, Microsoft SQL Server, Requirements Gathering, Software Development, Quality Assurance, Process Improvement, Oracle, Testing, User Acceptance Testing, XML
Education
Kent State University 1977 — 1978
none, Nursing
Garfield Heights High School 1963 — 1977
Charles Schwab February 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Sales
Education
Kansas State University 2009 — 2012
Bachelor of Business Administration (BBA), Marketing
University of Iowa 2008 — 2009
Pre-Law Studies
Charles Schwab December 2014 - Present
Charles Schwab & Co. September 2011 - December 2014
Genentech April 2011 - October 2011
Property Management Systems 2010 - 2011
Charles Schwab May 2008 - November 2009
Skills
Product Management, Financial Risk, Access, Customer Service, Leadership, Finance, Portfolio Management, Research, Management, Social Media Marketing, Marketing, Microsoft Office, Salesforce.com, Microsoft Excel, Applicant Tracking..., Social Media, Microsoft Word, Event Planning, Strategy, Project Management, Cross-functional Team..., Sales, Public Speaking
Education
Keller Graduate School of Management
Master of Business Administration (MBA)
University of San Francisco 2000 — 2004
Bachelor of Science in Business Administration, Marketing
University of San Francisco 2000 — 2004
Minor, Legal Studies, General
Cetera Financial Group July 2015 - Present
Charles Schwab March 2014 - July 2015
Charles Schwab May 2012 - March 2014
Charles Schwab September 2007 - April 2012
Education
Kentucky State University 1998 — 2002
Bachelor’s Degree, Computer Science
Victorious Life Christian Center January 2010 - Present
Charles Schwab August 1993 - May 2013
MicroAge April 1992 - July 1993
McDonnell Douglas Helicopter September 1989 - April 1992
Skills
System Administration, Customer Service, Microsoft Office, Microsoft Excel, Administration, Mainframe, Church Administration, Non-profit Leadership, Pastoral Counseling, Nonprofits, Christian Ministry, Church Media, Church Services, Ministry Leadership, Professional Women, Microsoft Servers, Web Servers, Microsoft SQL Server, Information Technology
Education
Kirkwood Community College 1979 — 1980
Computer Operations
Charles Schwab May 2013 - Present
Charles Schwab May 2013 - December 2014
International Society of Arboriculture June 2011 - May 2013
Lockheed Martin (Fowler Company) August 2011 - April 2012
Midwest Farm Management May 2008 - June 2011
Education
Kent State University 2008 — 2012
Bachelor of Arts (B.A.), Biology
Morgan Stanley December 2011 - Present
New England Wealth Advisors November 2008 - December 2011
Elm Street Financial Group October 2007 - November 2008
Charles Schwab April 2004 - November 2007
Skills
Series 63, Series 7, Securities, Wealth Management, Investments, Fixed Income, 401k, Customer Service, Loans, Microsoft Office, Public Speaking, Credit, Mutual Funds, Small Business, Public Relations, Strategic Financial...
Education
Keene State College 1996 — 2001
BA, Communications
DSW August 2011 - Present
Charles Schwab June 2015 - August 2015
American Greetings November 2013 - August 2014
Fiba Retail - Marks & Spencer / GAP / Banana Republic November 2012 - January 2013
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Fashion, Retail, Time Management, Sales, Merchandising
Education
Kent State University 2012 — 2016
Economics
Kent State University 2012 — 2016
Finance
Kärcher North America December 2010 - Present
Paulaner HP USA August 2009 - November 2010
DK Studio Inc. August 2001 - July 2007
Charles Schwab June 2003 - February 2005
Stein and Company June 2000 - May 2001
Desberg & Associates 1995 - 2000
Skills
Creative Solutions, Experienced team leader, Initiate/manage..., Creative direction:..., Excellence Personal..., Conflict resolution, Adaptability, Proficiency in Adobe..., Advertising / Creative..., Highly motivated..., Problem solving skills, Advertising, Creative Direction, Email Marketing, Customer Service, Leadership, Marketing, Marketing Strategy, Copywriting, Product Development, Sales Operations, Social Media Marketing, Market Research, Strategy, Management, Sales
Education
Kent State University 1989 — 1994
BA, Art History / Graphic Design
Macmillan May 2014 - Present
Triumph Learning March 2012 - April 2014
Charles Schwab November 2007 - November 2008
Pfizer December 2005 - October 2007
Skills
Editing, Copy Editing, Social Networking, Public Speaking, Blogging, Social Media
Education
Kutztown University of Pennsylvania
Bachelor's Degree, English/Psychology
Temple University
M.ed., Counseling Psychology
UCB Theatre
Full improv comedy program
Homesite Insurance June 2014 - September 2014
Scottrade October 2013 - December 2013
Charles Schwab May 2000 - September 2013
U.S. Bank April 1997 - April 2000
Dean Witter Reynolds Inc. March 1996 - March 1997
Skills
Series 7, Mutual Funds, Series 63, Securities, Investments, Retirement
Education
Kent State University 1986 — 1995
Bachelor of Business Administration (BBA), Finance, 3.73
Kent State University
Master of Business Administration (MBA)
AtHome Medical affiliated with Atlantic Health January 2015 - Present
BNY Mellon January 2013 - September 2013
Calyon Securities April 2007 - January 2009
AIG Global Investment June 2005 - April 2007
Prudential Securities December 2004 - June 2005
Charles Schwab March 2000 - December 2004
Skills
Microsoft Excel, Operations Management, Microsoft Office, Stock Loan, DTC Settlements, International..., Swift, Global One, Operations Settlement, CNS
Education
Kean University 1986 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Benedictine Abbey School 1979 — 1983
High School, high school graduate
fifteen52 February 2014 - Present
Charles Schwab March 2013 - Present
Verizon Wireless September 2011 - March 2013
Verizon Wireless September 2010 - March 2013
Verizon Wireless May 2010 - September 2011
Verizon Wireless February 2010 - May 2010
Verizon Wireless March 2006 - December 2007
Verizon Wireless May 2005 - December 2007
Verizon Wireless May 2005 - March 2006
Circuit City May 1999 - December 2003
Skills
Sales Management, Direct Sales, Account Management, Strategic Planning, Salesforce.com, Project Management, Brand Development, Customer Retention, Sales, B2B, Sales Process, Customer Satisfaction, Customer Service, Wireless, Management, Sales Operations, Telecommunications, Solution Selling, Cold Calling
Education
Kansas State University 2001 — 2005
Bachelor of Science (B.S.), Advertising
Charles Schwab 2015 - Present
Alcatel-Lucent 2014 - 2015
Epicor Software 2001 - 2014
Caleo Networks, Inc., 2000 - 2001
Deja.com 2000 - 2000
IBM 1992 - 2000
Megasoft 1991 - 1992
Skills
SOA, SaaS, Scrum, Java, .NET, Cloud Computing, Windows Azure, SQL Azure, J2EE Application..., Product Strategies, New Product Ideas, Cloud Computing IaaS, PaaS, Virtualization, Unix, Java Enterprise Edition, Marketing, Agile Methodologies, Enterprise Software, Software Development, CRM, C#, C++, SDLC, Enterprise Architecture, Shell Scripting, SQL, Architecture, Perl, Linux, Requirements Analysis, Business Intelligence, Databases, Microsoft SQL Server, Database Design, Oracle, Business Process, E-commerce, Software Project..., Agile Project Management, Integration, Web Services, XML, Software Design, Web Applications, System Architecture, Distributed Systems, REST, Data Warehousing, Solution Architecture
Education
Karnatak University
Bachelor of Engineering, Computer Science
University of Massachusetts at Lowell
Masters of Science, Computer Engineering
Belloc Care June 2011 - October 2011
Cecil's Texas Style BBQ January 2008 - January 2011
Charles Schwab March 1999 - July 2005
Skills
Health, Physical Therapy, Nutrition, Wellness Coaching, Occupational Health, Nutrition Education, Surgery, Healthcare Management, Insurance, Nursing, EKG, Phlebotomy, Vital Signs, Health Promotion, Cpr Certified, Health Education, Medical Terminology
Education
Kaplan University 2012 — 2013
Bachelor of Science (B.S.), Health Sciences
Kaplan University 2010 — 2012
A.S, Medical Assisting
J&J Healthcare Institute 2012 — 2012
Bachelors of Science; Diploma, Health Sciences; Phlebotomy
Charles Schwab May 2013 - Present
Faison Office Products August 2012 - May 2013
Bank of America July 2001 - August 2012
First Union Card Services April 2000 - July 2001
Softmart April 1999 - April 2000
Softmart January 1996 - April 1999
Skills
Customer Retention, Vendor Management, Direct Marketing, Process Improvement, Sales, Customer Service, Customer Satisfaction, Customer Experience, Supplier Diversity, Cold Calling, Lead Generation, Bids, Relationship Management, Mentoring, Credit, Banking, Call Center, Microsoft Office, Office Equipment, Team Leadership, Sales Support Tools, Financial Services, B2B, Account Management, CRM, Direct Sales, Selling, Coaching, Building Relationships, Time Management
Education
Kutztown University of Pennsylvania 1990 — 1994
BS, Business Administration, Marketing
Downingtown High 1987 — 1990
Dell (Quest Software) September 2011 - Present
Quest Software September 2008 - December 2011
NetPro March 2008 - September 2008
Advanced Networking Solutions April 2007 - February 2008
Blue Chip Consulting Group August 2005 - April 2007
Charles Schwab November 2003 - August 2005
Charles Schwab Inc September 2003 - November 2003
Ceridian June 1999 - August 2003
Promise Keepers 2002 - 2002
LMS CADSI June 1998 - June 1999
Skills
Virtualization, Disaster Recovery, VMware, Cloud Computing, Active Directory, Servers, Enterprise Software, Windows Server, Citrix, Integration, Technical Support, Network Security, Microsoft Technologies, Backup Solutions, VPN, Security, SharePoint, Enterprise Architecture, Firewalls, Microsoft SQL Server, Infrastructure, Networking, Microsoft Exchange, System Administration, VMware ESX, Pre-sales, Technical Demonstrations, Product Demonstration, Pre-Sales Technical..., Pre-Sales Consulting, Technology Pre-Sales, Consulting, Netvault, vRanger, Team Leadership, Migration Projects, Quest Migration Manager, Hyper-V, Partnering, Pre/Post Sales Engineers, AppAssure, SaaS, Data Center, Solution Selling, Deduplication, Storage Solutions, Data Protection, Proof of Concept, Demonstration Skills, Technical Leadership
Education
Kent State University 1992 — 1996
Kent State University 1992 — 1996
Computer Science and Aerospace Flight Technology
Maplewood High School studying college 1988 — 1992
Diploma, College Prep
Charles Schwab August 2015 - Present
Charles Schwab March 2014 - August 2015
1st Global 2010 - February 2014
1st Global 2009 - 2010
1st Global 2008 - 2009
Skills
Series 7, Series 24, Series 9, Series 10, Series 66, Management, Financial Services, Leadership, FINRA, Operations Management, Risk Management, Cashiering, Brokerage, Wealth Management, Finance, Securities, Mutual Funds, Document Services, Customer Service, Microsoft Office
Education
Kansas State University 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Queensland University of Technology 2006 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charles Schwab May 1999 - Present
Education
Kent State University 1990 — 1994
Bachelor's degree, Finance
Reefs To Rockies February 2006 - Present
Charles Schwab April 2004 - Present
New England Financial, A MetLife Company August 2000 - April 2004
American Express Financial Advisors October 1999 - August 2000
Education
Kansas State University
Bachelor of Science (BS), Kinesiology and Exercise Science
Rose Hill High School
The University of Kansas
Exercise Physiology
Moody's Analytics March 2010 - Present
Barclays Global Investors December 2008 - March 2010
Barclays Global Investors June 2007 - December 2008
Barclays Global Investors May 2006 - June 2007
Barclays Global Investors (BGI) August 2004 - May 2006
Charles Schwab June 2003 - August 2004
SEI Investments May 2001 - June 2003
SEI Investments April 2000 - May 2001
SEI Investments May 1998 - April 2000
Skills
Business Analysis, Fixed Income, Portfolio Management, Product Management, Agile Methodologies, Enterprise Software, Market Data, SDLC, Cross-functional Team..., Equities, Trading Systems, Financial Services, Financial Markets, Business Requirements, Project Management, Management, Investments, Asset Management, Credit Risk, Bloomberg, Business Process Design, Derivatives, FX Options, Investment Management, Trading, Capital Markets, Integration, Credit Derivatives, Analysis, Business Process, Mutual Funds, Strategy, Product Development, Economic Capital, User Experience, Hedge Funds, Electronic Trading, Bonds, Valuation, Market Risk, Options, Alternative Investments, Financial Risk, Product Marketing, Analytics
Education
University of California, Berkeley - Walter A. Hass School of Business 2012 — 2012
Product Management Program, Center for Executive Education
Philadelphia University 1999 — 2002
MBA, Finance & International Business
King's College 1994 — 1998
B.S., Finance
Clan Consulting Ltd.
Business Process Modeling, February 2007
Social Security Disability December 2013 - Present
SagePoint Financial December 2008 - December 2013
UBS Financial Services July 2006 - September 2008
H&R Block March 2005 - June 2006
Edward Jones November 2002 - March 2005
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Highly Analytical, Extensive Product..., Critical Thinking, Compliance, Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Portfolio Management, Direct Sales, Asset Management, Financial Management, Investments, Stocks, Options, Bonds, Fixed Income, Insurance, Alternative Investments, Mutual Funds, 401k, Pensions, IRA's, Long Term Care, Annuity, Managed Accounts, Term Life Insurance, Financial Analysis, Risk Management, Investment Advisory, Investment Strategies, Strategic Planning, Financial Advisory, Reporting & Analysis, Budgeting, Asset Allocation, Retirement Income..., New Business Development, FINRA, Risk, 529 Plans, Financial Modeling, Financial Markets, Portfolios, Separately Managed..., Banking, Income
Education
Western Michigan University 1989 — 1991
BBA, Finance
Kellogg Community College 1986 — 1989
Associates Degree, Liberal Arts
Columbus Metropolitan Library February 2014 - Present
Charles Schwab September 2010 - Present
Education
Kent State University 2008 — 2010
Master's degree, Library and Information Science
Kent State University 2008 — 2010
Master's degree, Knowledge Management
The Ohio State University 1995 — 2000
Bachelor of Arts, Communications
Charles Schwab December 2014 - Present
KC Hopps Restaurant Group 2009 - Present
Shawnee Mission Beach Volleyball February 2014 - December 2014
National Football League -- The Kansas City Chiefs at Arrowhead Stadium May 2008 - May 2011
Aramark Food Services for Major League Baseball -- The Kansas City Royals at Kauffman Stadium February 2010 - July 2010
Hyatt Regency Hotel Group & Starlight Musical Theatre May 2007 - August 2007
Skills
Hospitality, Event Management, Time Management, Management, Event Planning, Customer Service, Sports Marketing, Public Relations, Social Networking, Sales, Customer Service..., Sponsorship, Facebook, Marketing Strategy, Social Media Marketing, Strategic Planning, Operations Management, Food & Beverage, Sports, Sports Management, Restaurants, Process Scheduler, Leadership, International Business, Project Management, Hospitality Management, Corporate Events, Managing Events, Entertainment, Marketing Management, Digital Marketing, Team Management, Building Relationships, Corporate Finance, Corporate Financial..., Managerial Finance, Financial Accounting, Portfolio Management, Financial Services, Finance, Account Management, Accounting
Education
University of Missouri-Kansas City 2011 — 2013
Master of Business Administration (MBA), Management, Marketing, and International Business, 3.8
Kansas State University 2004 — 2008
B.S., Hospitality Management & Business Administration, 3.5
Bank of the West Wealth Management BNP Paribas Group February 2015 - Present
Pymwymic February 2015 - April 2015
Amplifier Strategies August 2014 - October 2014
Schwab Charitable February 2012 - May 2014
Charles Schwab October 2007 - February 2012
Charles Schwab December 2006 - October 2007
Monsanto 1994 - 1999
The NutraSweet Company 1989 - 1994
BBDO June 1984 - August 1989
Skills
Strategy, Integrated Marketing, Product Development, Marketing, Marketing Strategy, Strategic Partnerships, Financial Services, Management, Marketing Communications, Account Management, Product Marketing, Digital Marketing, Start-ups, Direct Marketing, Change Management, New Business Development, Cross-functional Team..., Analytics, Competitive Analysis, Product Management, Segmentation, CRM, Partnerships, Philanthropy, Wealth Management, Family Office, Program Development, Impact Investing, International Business, Donor Advised Funds, Business Strategy
Education
Kenyon College 1974 — 1978
BA, Cum Laude, Political Science
Charles Schwab March 2013 - Present
Charles Schwab March 2007 - March 2013
Charles Schwab October 2001 - March 2007
Charles Schwab January 1996 - October 2001
Education
Kent State University 1988 — 1992
Direct Opinions 2011 - Present
Center for Marketing and Opinion Research 2010 - 2011
Charles Schwab 2008 - 2009
Sky Financial Group 2005 - 2007
MORPACE 2004 - 2005
Decision Point Consulting 2001 - 2004
Kent State University 2000 - 2001
National City Corporation 1999 - 2000
Hart Research 1998 - 1999
National City Corporation 1993 - 1998
Skills
Survey Design, Customer Satisfaction, Consumer Insights, SPSS, Qualitative Research, Predictive Modeling, Market Research, Advertising Research, Statistics, Focus Groups, Brand Loyalty, Marketing Research, Strategy, Competitive Intelligence, Analytics
Education
Kent State University - Graduate School of Management 2000 — 2002
Doctoral Work, Marketing
Wayne State University 1986 — 1989
M.B.A., Finance
The Ohio State University 1977 — 1982
B.S., Economics
Fathom: A Digital Marketing & Analytics Agency August 2014 - Present
Ashland University June 2011 - May 2013
Oberlin College 2008 - 2011
Kaiser Permanente 2005 - 2008
Charles Schwab April 2004 - January 2005
Merrill Corporation August 2003 - April 2004
Towers Perrin April 1998 - August 2002
Meritech August 1997 - April 1998
OfficeMax 1995 - 1997
The Chronicle-Telegram 1992 - 1995
Skills
Management, Social Media, Software Documentation, HTML, Content Management, Web Content, Leadership, Higher Education, Project Management, CMS, Social Networking, Data Analysis, Social Media Marketing, Adobe Creative Suite, Marketing, Editing, Chrome OS, Communications, Process Improvement, Documentation, Mentoring, Microsoft Office, Photoshop, Facebook, digital, SharePoint, Marketing Communications, Microsoft Excel, PowerPoint, Customer Service
Education
Kent State University
Bachelor of Arts, Mass Communications - conc: Advertising; Minor: Public Administration
Charles Schwab January 2014 - June 2015
WCG June 2011 - December 2012
Venables Bell and Partners March 2011 - April 2011
Grey San Francisco January 2010 - February 2011
Charles Schwab October 2009 - December 2009
Charles Schwab September 2008 - August 2009
Publicis & Hal Riney January 2003 - August 2008
San Francisco Ad Agencies July 2000 - December 2002
Lowe Lintas and Partners March 1999 - March 2000
San Francisco Ad Agencies March 1998 - March 1999
Skills
Advertising, Integrated Marketing, Direct Marketing, Project Management, Digital Strategy, Digital Marketing, Traffic Management, Production Managment, Brand Development, Management, Interactive Advertising, Email Marketing, Online Advertising, Creative Strategy
Education
Kutztown University of Pennsylvania 1985 — 1990
Bachelor's degree, Marketing & Management
Gates Corporation July 2013 - Present
Gates Corporation February 2011 - July 2013
Coldwell Banker Caine May 2009 - June 2010
The Carolina Appraisal Group July 2007 - May 2009
Charles Schwab 2004 - 2006
BB2e.net April 2003 - April 2005
Wells Fargo Home Mortgage 2002 - 2003
Janus Capital Group 1998 - 2001
Janus Mutual Funds 1995 - 2001
Skills
Project Coordination, Project Management, Budgets, Leadership, Program Management, Contract Negotiation
Education
Kansas State University 1989 — 1994
Bachelor of Arts (BA), Public Relations
Charles Schwab September 1999 - December 2007
Charles Schwab August 1994 - August 1999
Charles Schwab May 1989 - August 1994
Deloitte August 1975 - May 1989
Skills
Process Improvement, Risk Management, Financial Services, Strategic Planning, Internal Audit, Sarbanes-Oxley, Auditing, Finance, IT Audit, Enterprise Risk..., Securities, Strategy, Strategic Financial..., Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Risk, SEC filings, Due Diligence, Banking, Accounting, Financial Modeling, Operational Risk..., Financial Audits, Financial Reporting, Cash Management, Asset Management, Risk Assessment, Governance, Mutual Funds, Portfolio Management, Treasury Management, Investments, Operational Risk, Broker-Dealer, Hedge Funds, Equities, Treasury, Investment Management, Series 7, Trust Services, AML, COSO, Series 63, CISA, Settlement, Visionary, Derivatives, Bloomberg, Fraud
Education
The Tuck School of Business at Dartmouth 1973 — 1975
MBA, Accounting, Finance, and Statistics
Knox College 1969 — 1973
B.S., Mathematics, Accounting, Computer Science
TD Ameritrade April 2013 - Present
Pfizer August 2012 - April 2013
The New York Times February 2012 - August 2012
Javelin Capital Markets, LLC September 2010 - February 2012
Nomura Securities September 2009 - September 2010
Charles Schwab February 2003 - September 2009
Lehman Brothers 2001 - 2003
Skills
JDBC, JSP, XML, DHTML, Servlets, UML, spring, hibernate, core java, J2EE, Spring, Java Enterprise Edition, Hibernate, SDLC
Education
Karnatak University
BE, Computer Science
Charles Schwab May 2000 - Present
Education
Kent State University 1995 — 1999
Finance
Charles Schwab May 2015 - Present
National Valuation Consultants, Inc. January 2013 - April 2015
National Valuation Consultants, Inc. February 2012 - January 2013
US Health Advisors October 2011 - February 2012
1st Reverse Mortgage USA May 2010 - March 2011
Live Well Financial, Inc. March 2009 - May 2010
1st Reverse Financial Services, LLC April 2008 - February 2009
Financial Freedom 2005 - 2007
Cornerstone REIT Pacific Life Atlas Funds Morgan Stanley 2000 - 2005
Skills
Series 7, Real Estate, Sales, Due Diligence, Investments, Loans, Insurance, Banking, Appraisal, Appraisals, Valuation, Argus Modeling, Business Development, FHA, Finance, Refinance, Investment Properties, Mortgage Banking, Real Estate Economics
Education
Kennesaw State University 1993 — 1997
B.A., History
Charles Schwab June 2013 - Present
SUPERVALU March 2011 - May 2013
SUPERVALU July 2011 - March 2012
SUPERVALU April 2004 - July 2011
Skills
Servers, Linux, Citrix, Unix, Windows Server, Security, Integration, DNS, IIS, DHCP, Virtualization, Hyper-V, Unix Shell Scripting, Network Administration, Operating Systems, HP Openview, Computer Hardware, Cloud Computing, Cisco Technologies, Microsoft SQL Server, ITIL, Leadership, Windows 7, VMware, Server Architecture, SCCM, Disaster Recovery, Troubleshooting, Solaris, System Administration, Active Directory, Databases, Management, VMware ESX, XP, IT Operations, Project Management, IT Service Management, Shell Scripting, Data Center, Software Documentation, Windows, System Deployment, Group Policy, IT Management, SharePoint, Powershell, Technical Support, HP, VMware Infrastructure
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Masters in Information Systems Management, Information Systems Management with a concentration in Security. Other focuses in business practices
Devry University in Phoenix, AZ 2000 — 2003
Bachelors of Science in Computer Engineering Technology, Computer programming, networking, and administration. Electronics engineering, DC and AC analysis.
KloudData (Previously AimTech Solutions Inc.) September 2005 - Present
Adobe 2010 - 2012
NV Energy 2009 - 2010
Fortis Bank 2007 - 2008
Charles Schwab 2006 - 2007
UBS Wealth Management 2003 - 2005
Skills
Data Warehousing, ETL, Data Warehouse..., Data Modeling, SDLC, Microsoft SQL Server, Business Objects, Business Intelligence, Oracle, Data Integration, PL/SQL, Informatica, Solution Architecture, OLAP, Business Analysis, Enterprise Architecture, SQL, Requirements Analysis, XML, Databases
Education
L.D College of Engineering - Ahmedabad 1992 — 1995
MCA
M.S.University of Baroda 1990 — 1992
Bachelor of Science (B.Sc.), Mathematics
Shreyash High School
Two Men and a Truck October 2005 - Present
Charles Schwab April 2000 - December 2005
Education
Kent State University 1991 — 1996
Finance, business, sociology
BNY Mellon January 2014 - Present
BNY Mellon May 2004 - January 2014
Barclays Capital June 2003 - March 2004
Charles Schwab 1999 - 2003
Cantor Fitzgerald May 1997 - March 1999
Skills
Strategic Planning, Global Management, Process Improvement, Productivity Improvement, Budget Management, Risk Management, Project Management, Offshoring, Change Management, Vendor Management, Performance Management, People Development, Bonds, Settlement, Trading, Cash Management, Management, Account Reconciliation, Financial Services, Fixed Income, Payments, Securities, Banking, Capital Markets, Equities, DTC, Portfolio Management, Prime Brokerage, Mutual Funds, System Enhancements, Process Flow..., Site Consolidations, NSCC Processing, DTCC Processing
Education
King's College 1993 — 1997
Bachelor of Arts, Criminal Justice
Charles Schwab June 1993 - Present
Hertfordshire County Council 1988 - 1990
Education
Kansas State University 1986 — 1988
MA, Geography
The University of Glasgow 1982 — 1986
BSc (Hons), Geography
Charles Schwab April 2010 - Present
Charles Schwab November 2007 - March 2010
Ameriprise Financial 2002 - 2007
Education
Kent State University
Charles Schwab August 2014 - Present
Con-way April 2001 - August 2014
MCI 1996 - 2001
Skills
SDLC, SOA, DB2, Agile Methodologies, Software Development, Oracle, Integration, Unix, Requirements Analysis, Data Modeling, Informatica, Enterprise Architecture, Java, Business Analysis, Data Warehousing
Education
National Institute of Technology Warangal 1990 — 1994
Bachelor of Technology (B.Tech.), Computer Science and Engineering
Kendriya Vidyalaya 1988 — 1988
American Express (CN-Tec) 2012 - 2015
American Express (CN-Tec) 2012 - 2015
American Express - Syntel Inc November 2012 - August 2013
American Express - Syntel Inc November 2012 - August 2013
Arizona Department of Education 2012 - 2012
Charles Schwab June 2011 - October 2011
American Express September 2010 - March 2011
American Express Corporation January 2008 - December 2009
Thomson West Publishing August 2007 - October 2007
M Corporation October 2006 - June 2007
Skills
Technical Support, Computer Hardware, Troubleshooting, Visio, Software Documentation, Project Management, Quality Assurance, SharePoint, Quality Control, Process Improvement, Vendor Management, SDLC
Education
Kirkwood Community College 1997 — 1997
Certificate, LAN Administration
University of Wisconsin-Green Bay 1990 — 1993
BA, Urban Studies
Charles Schwab October 2009 - Present
Education
Karnatak University 1993 — 1997
BE, Computer Science
Flexible Benefits Systems, Inc. March 2015 - Present
Nestle July 2010 - September 2013
Charles Schwab 2008 - 2010
The J.M. Smucker Company 2005 - 2008
FEDEX CORPORATION- 1991 - 2005
Skills
Finance, Customer Service, PeopleSoft, HRIS, Employee Benefits, Employee Relations, Human Resources, Strategic Planning, Financial Analysis, Financial Transactions..., Communications, Conceptualization, Deferred Compensation, Benefits Administration, HR Policies
Education
Walsh University 2006 — 2008
Accelerated degree program, Business/Finance
Kent State University
Studied Business Administration/Finance
Charles Schwab June 1999 - April 2009
Education
Kent State University 1967 — 1971
Bachelor of Science, Journalism
tw telecom December 2013 - February 2014
Charles Schwab October 2012 - September 2013
JANUS CAPITAL GROUP November 2010 - March 2012
PROBUILD HOLDINGS August 2008 - November 2010
CGI (formerly AMS) March 2001 - September 2007
INTEGRO INC March 1998 - October 2000
INFORMATION CATALYSTS LTD October 1995 - August 1996
Skills
Rational Suite Toolset, Microsoft Office Suite, Adobe Products, Universal Content..., Axure Prototyping Tool, Aprimo with BOOMI &..., JIRA, LotusScript & Lotus..., JavaScript, HTML, DHTML, XML, EDI, SQL, C++, UNIX Sun Solaris, LINUX, OSX, Oracle 9i/10g, Oracle, OS X, Project Management, SaaS, SDLC, Databases, Solaris, Microsoft Office, Requirements Analysis, Agile Methodologies, Linux, Business Analysis, Integration, Enterprise Architecture, Change Management, Management, Strategy, Analysis, Telecommunications, Vendor Management, CRM, Process Improvement, Consulting, Business Process, Leadership
Education
Kingston University 1993 — 1997
Bachelor of Science (B.Sc.) Honors Degree, Business Information Technology
Charles Schwab 2005 - July 2011
Skills
Customer Service, Leadership, Project Management, Process Improvement, Management
Education
Kent State University at Ashtabula
Associate's degree, Registered Nursing/Registered Nurse
Charles Schwab May 2007 - Present
Skills
Product Management, Securities, Equities, Financial Services, Investments, Mutual Funds, Business Analysis, Systems Analysis, Regulatory Requirements, Requirements Analysis, ETF, Microsoft SQL Server
Education
Kent State University 2003 — 2007
Bachelor of Business Administration (BBA)
Wells Fargo Bank May 2002 - Present
Wells Fargo 2002 - Present
mPower June 2000 - March 2002
Charles Schwab September 1999 - June 2000
Education
Kyiv National Taras Shevchenko University
BA
The Timken Company June 2015 - Present
The Timken Company July 2014 - June 2015
The Timken Company February 2011 - June 2014
S.A. Comunale Co. February 2009 - February 2011
Sterling Jewelers September 2007 - December 2008
InfoCision Management Corporation January 2006 - August 2006
Charles Schwab 2006 - 2006
Skills
Performance Management, Succession Planning, Employee Engagement, Recruiting, Talent Management, Human Resources, Employee Relations, Deferred Compensation, Organizational..., HRIS, Personnel Management, New Hire Orientations, Career Development, Onboarding, Performance Appraisal, Organizational..., Change Management
Education
Kent State University - Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
The University of Akron; College of Business Administration 2002 — 2008
Bachelor of Science, Management; Human Resource Management
USAA January 2004 - October 2009
Charles Schwab January 1991 - October 2002
Skills
Project Management, Strategic Planning, Leadership, Management, Policy, Process Improvement, Strategy, Change Management, Employee Engagement, Service Delivery, Customer Retention, Sales Management, Sales Operations, Strategic Influence, Risk Management, Investments, Training, Mutual Funds, Insurance, Marketing, Wealth Management, Retirement Planning, Series 7, Turn Around Management, Due Diligence, Financial Advisory
Education
Kansas State University 1979 — 1981
Bachelor of Science, Economics, Finance
hutchinson high school 1973 — 1978
Accenture Interactive September 2013 - Present
FedEx November 2012 - August 2013
Infogain April 2012 - August 2013
The Disney Store August 2012 - October 2012
Charles Schwab July 2008 - April 2012
Wipro Technologies March 2010 - December 2010
Skills
Java, J2EE Application..., JSP, Servlets, Struts, Hibernate 3.1, Spring, AJAX, jQuery, SQL, ORPOS, ORBO, HTML 5, CSS3, Java Enterprise Edition, JAX-WS, JAXB, JAXP, Tortoise SVN, ClearCase, JDOM, Core Java, Oracle, JavaScript, Unix, Requirements Analysis, Ant, EJB, JUnit, Integration, SOA, Web Services, JMS, Hibernate, XML, Weblogic, JDBC, Software Engineering, Tomcat, Maven, PL/SQL, WebLogic, Spring Framework, Hybris
Education
Koneru Lakshmaiah College of Engineering 2003 — 2007
B.Tech, Computer Science
Nehru Niketan Jr college 2001 — 2003
Charles Schwab April 2013 - Present
Charles Schwab October 2010 - April 2013
Schwab Institutional February 2009 - July 2011
Charles Schwab Advisor Services- Alliance February 2009 - July 2011
Skills
Series 7, Series 63, Series 9, Series10, Project Management, Trading, Customer Service, Operations Management, Management, FINRA, Mutual Funds
Education
Kansas State University 1994 — 1998
Bachelor of Science (BS), Family Financial Planning
Allstate Financial Services, LLC September 2015 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - August 2015
Charles Schwab January 2007 - June 2013
Skills
Financial Services, Securities, Investments, Mutual Funds, Wealth Management, Investment Strategies, Management, Budgets, FINRA Series 4, 7, 9,..., Regulatory Compliance
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University
Bachelor of Arts (B.A.), Clinical Psychology
Charles Schwab January 2015 - Present
Charles Schwab May 2013 - January 2015
Charles Schwab April 2012 - May 2013
Charles Schwab November 2010 - April 2012
Charles Schwab June 2010 - November 2010
Charles Schwab June 2008 - September 2009
Skills
Process Improvement, Management, Customer Service, Microsoft Excel, Leadership, Microsoft Office
Education
Kent State University 2006 — 2010
Bachelor’s Degree, Business Management
Kent State University 2006 — 2010
Bachelor’s Degree, Finance
Regions Financial Corporation March 2014 - Present
Consumer Credit Counseling Service October 2012 - Present
Charles Schwab January 2012 - August 2012
Hewitt Associates January 2006 - December 2011
Skills
Customer Service, Process Improvement, HIPAA, Team Building, Insurance, Healthcare, Microsoft Office, Management, Health Insurance, Team Leadership, Microsoft Excel, Call Center, PowerPoint, Software Documentation, Quality Assurance, Time Management, Operations Management, Leadership, Coaching, Troubleshooting, Call Centers, Account Management, Sales, Recruiting
Education
Kaplan University 2008 — 2010
3.3, Healthcare Organizational Delivery, Quantitative Methods, Accounting I and II, Managerial Accounting
Kaplan University 2008 — 2010
Bachelor of Science, Business Administration
International Academy of Design and Technology2003 2001 — 2003
Associate of Science, Computer Graphics
The Trust Company of Manhattan October 1994 - Present
Charles Schwab 1989 - 1994
Wiley's Department Store January 1975 - October 1987
Skills
Certified Financial..., Estate Planning, Investments, Retirement Planning, Investment Management
Education
Kansas State University 1971 — 1974
Bachelor of Science (BS), Business Administration and Management, General
College of Financial Planning
Master's degree, Financial Planning and Services
Charles Schwab March 2014 - Present
Cisco Systems October 2012 - December 2013
Accenture September 2010 - March 2012
Accenture December 2007 - September 2010
Accenture September 2006 - December 2007
Skills
SAS Certified Base..., SAS Base, SAS programming, sas macros, Data Warehousing, SOA, SDLC, SQL, Oracle SQL, MySQL, XML, Advanced SAS certified, Informatica, DB2, Unix, Business Intelligence..., Software Architectural..., SAS Data Integration..., SAS Information Map..., SAS Web Report Studio, SAS, Oracle, Requirements Analysis, Business Intelligence, ETL, Oracle SQL Developer
Education
NSS College of Engineering 2002 — 2006
Btech, Electrical and Electronics Engineering
Kendriya Vidyalaya 2000 — 2002
XII
Kendriya Vidyalaya 1999 — 2000
X
Charles Schwab June 2015 - Present
Huntington National Bank September 2013 - June 2015
Bellaire-Puritas Development Corporation (BPDC) 2013 - 2013
Skills
Negotiation, Mediation, Sales, Creative Problem Solving, Collaborative Problem..., Customer Service, Microsoft Office, Team Building, Training, Sales Calls, Management, Interpersonal..., Team Leadership
Education
Kent State University 2001 — 2013
Bachelor's degree, Applied Conflict Management
Cuyahoga Falls High School 1997 — 2001
Charles Schwab December 2013 - Present
National Interstate Insurance Company June 2013 - August 2013
Laurel Lakes Retirement Community July 2011 - January 2013
Panera Bread June 2009 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Entry, Accounting, Healthcare
Education
Kent State University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Nordonia High school
KeyCorp July 2009 - Present
PNC July 2002 - July 2009
Charles Schwab June 1992 - July 2002
Skills
Wealth Management, Wealth Preservation..., Commercial Lending, Portfolio Management, Wealth Management..., Loans, Commercial Banking, Investments, Management, Small Business Lending, Risk Management
Education
Xavier University 2005 — 2006
MBA, 3.9
Miami University 1988 — 1992
Bachelor of Science (BS), Finance, General
Bedford High School 1985 — 1988
Kent State University
Master of Business Administration (MBA), Finance, General
Charles Schwab May 2015 - Present
Charles Schwab September 2013 - May 2015
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Series 7, Financial Services, Leadership, Finance, Investments, Research
Education
Kent State University 2008 — 2013
Charles Schwab May 2014 - Present
Charles Schwab December 2012 - May 2014
Full Sail University November 2011 - December 2012
Full Sail University October 2010 - November 2011
Skills
Microsoft Excel, Problem Solving, Customer Experience, Process Improvement, Microsoft Office
Education
DeVry University's Keller Graduate School of Management-Florida 2009 — 2011
Master of Science (MS), Human Resources Management
University of Wisconsin-River Falls 2004 — 2008
Bachelor of Science (BS), Finance, General
Time Warner Cable Sports Channel January 2014 - Present
Gateway Packaging Company August 2011 - January 2014
A.D. Banker & Company September 2010 - August 2011
Charles Schwab January 2007 - May 2010
Kansas State University 2005 - 2006
Skills
Customer Service, Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Invoicing, PowerPoint, Financial Reporting
Education
Kansas State University 2001 — 2006
BS, Accounting and Finance
Charles Schwab May 2014 - Present
Charles Schwab December 2012 - May 2014
Full Sail University December 2011 - December 2012
Full Sail University June 2008 - December 2011
Premier Banks November 2002 - May 2008
Education
University of Wisconsin-River Falls 2015 — 2019
Master of Business Administration (M.B.A.), Business Administration and Management, General
Keller Graduate School of Management of DeVry University 2008 — 2011
Master's degree, Human Resources Management/Personnel Administration, General
University of Wisconsin-River Falls 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Self-employed January 2014 - Present
Charles Schwab April 2011 - February 2013
Education
Kansas State University 1979 — 1983
Bachelor of Science (BS)