Charles Schwab

Industry: Financial services company

Description

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

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

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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Charles Schwab Employees

Employee
Years
Job
Industry
John David Dayton John David Dayton Minneapolis, Minnesota Details
John David Dayton's Charles Schwab Experience June 2000 - September 2002
Job Vice President., Credit Risk Analystics Consultant 4 at Wells Fargo Bank
Industry Information Technology and Services
Experience
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

Daniel Ericson Daniel Ericson Greater Denver Area Details
Daniel Ericson's Charles Schwab Experience May 2015 - Present
Job SEC Financial Reporting Manager at Charles Schwab
Industry Accounting
Experience
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

Chris Tipton Chris Tipton Cedar Park, Texas Details
Chris Tipton's Charles Schwab Experience April 2015 - Present
Job Charles Schwab
Industry Financial Services
Experience
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

Pamala McCoy Pamala McCoy Post Falls, Idaho Details
Pamala McCoy's Charles Schwab Experience 1997 - 2001
Job Strategic Buyer @ Buck Knives
Industry Retail
Experience
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

Kimberly Yee Kimberly Yee San Francisco Bay Area Details
Kimberly Yee's Charles Schwab Experience June 2000 - September 2000
Job Regional Administrator at Hudson Pacific Properties, Inc.
Industry Commercial Real Estate
Experience
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

Karla Campbell Karla Campbell Oakland, California Details
Karla Campbell's Charles Schwab Experience April 1992 - September 2006
Job Executive Advisor to Associate Chief Investment Officer OCIO at University of California Office of the President
Industry Education Management
Experience
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

Andrew Smeltzer Andrew Smeltzer Cleveland/Akron, Ohio Area Details
Andrew Smeltzer's Charles Schwab Experience 2007 - 2008
Job Senior Business Analyst, POS + Mobile + EMV at Macy's
Industry Retail
Experience
Macy's  June 2008 - Present
Charles Schwab   2007 - 2008
Oldcastle  2006 - 2007

Education
Kent State University   2004 — 2008
BBA, Management and Information Systems

Kyle Luthy, CRPC® Kyle Luthy, CRPC® Chattanooga, Tennessee Area Details
Kyle Luthy, CRPC®'s Charles Schwab Experience 1999 - 2004
Job Financial Advisor
Industry Financial Services
Experience
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

Tara DaVe( new) Tara DaVe( new) North Richland Hills, Texas Details
Tara DaVe( new)'s Charles Schwab Experience September 2014 - May 2015
Job Customer Service Representative at Humana
Industry Animation
Experience
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

Rajeev Tanwar Rajeev Tanwar Dallas/Fort Worth Area Details
Rajeev Tanwar's Charles Schwab Experience 2012 - 2013
Job CRM Consultant at Cognizant
Industry Information Technology and Services
Experience
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

Chris Pataky Chris Pataky New York, New York Details
Chris Pataky's Charles Schwab Experience March 2014 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
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

Patrick Coughlin, AIF® Patrick Coughlin, AIF® Boston, Massachusetts Details
Patrick Coughlin, AIF®'s Charles Schwab Experience July 2005 - June 2009
Job Principal at Buck Consultants
Industry Management Consulting
Experience
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

Jim France Jim France Cleveland/Akron, Ohio Area Details
Jim France's Charles Schwab Experience 1997 - 1999
Job Human Resources Business Partner at Diebold
Industry Human Resources
Experience
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

Tony Heigaard Tony Heigaard Phoenix, Arizona Details
Tony Heigaard's Charles Schwab Experience August 1999 - December 2003
Job Military Officer at US Army
Industry Military
Experience
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

Akshay Tripathi Akshay Tripathi Littleton, Colorado Details
Akshay Tripathi's Charles Schwab Experience August 2014 - Present
Job IT Consultant at Charles Schwab
Industry Information Technology and Services
Experience
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

William Friel William Friel Cleveland/Akron, Ohio Area Details
William Friel's Charles Schwab Experience October 1998 - June 2008
Job Insurance Specialist
Industry Insurance
Experience
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

Nicholas Masters Nicholas Masters Cleveland/Akron, Ohio Area Details
Nicholas Masters's Charles Schwab Experience August 2011 - January 2013
Job Senior Agency Business Development Manager
Industry Computer Software
Experience
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

Sarah Spiller Sarah Spiller Phoenix, Arizona Details
Sarah Spiller's Charles Schwab Experience May 2014 - Present
Job Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
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

Susheel Shinde Susheel Shinde San Mateo, California Details
Susheel Shinde's Charles Schwab Experience May 2008 - August 2010
Job Tech Lead
Industry Information Technology and Services
Experience
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

Britt Ryan Britt Ryan San Francisco, California Details
Britt Ryan's Charles Schwab Experience November 2002 - August 2004
Job Senior Director, Head of Global Recruiting at Lithium Technologies
Industry Staffing and Recruiting
Experience
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

Rohit Sen Gupta Rohit Sen Gupta Orange County, California Area Details
Rohit Sen Gupta's Charles Schwab Experience July 2013 - March 2015
Job Senior Associate at Cognizant
Industry Information Technology and Services
Experience
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

Brian Garlesky Brian Garlesky Cleveland/Akron, Ohio Area Details
Brian Garlesky's Charles Schwab Experience May 1997 - October 2005
Job Manager, Data Services at OEConnection
Industry Computer Software
Experience
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

Maria Schneider, CEBS Maria Schneider, CEBS Beachwood, Ohio Details
Maria Schneider, CEBS's Charles Schwab Experience April 2002 - June 2010
Job Relationship Manager II, Institutional Service, TIAACREF
Industry Financial Services
Experience
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

Shankar Pagidimarri Shankar Pagidimarri San Ramon, California Details
Shankar Pagidimarri's Charles Schwab Experience January 1998 - October 1999
Job IT Manager at Cisco
Industry Computer Networking
Experience
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

Nola Gunnesch Nola Gunnesch Charlotte, North Carolina Details
Nola Gunnesch's Charles Schwab Experience 2010 - 2011
Job Sr. IT Project Manager
Industry Information Technology and Services
Experience
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

Britt Andros Britt Andros Naperville, Illinois Details
Britt Andros's Charles Schwab Experience April 2014 - Present
Job Bartender at Molly's Eatery and Drinkery
Industry Financial Services
Experience
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.)

Anna Doucette Anna Doucette Orlando, Florida Area Details
Anna Doucette's Charles Schwab Experience January 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Marketing and Advertising
Experience
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

Michael Scott, AAMS® , CFE Michael Scott, AAMS® , CFE Austin, Texas Area Details
Michael Scott, AAMS® , CFE's Charles Schwab Experience March 2013 - Present
Job Participant Services at Charles Schwab
Industry Financial Services
Experience
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

John Mock, CMA John Mock, CMA Fayetteville, North Carolina Details
John Mock, CMA's Charles Schwab Experience June 2009 - August 2009
Job Accounting Manager at Eaton
Industry Electrical/Electronic Manufacturing
Experience
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

Brenda Oumlil Brenda Oumlil San Francisco Bay Area Details
Brenda Oumlil's Charles Schwab Experience March 2002 - November 2004
Job Workday Instructional Design Manager
Industry Computer Software
Experience
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

Clint Aldeman Clint Aldeman Cedar Rapids, Iowa Details
Clint Aldeman's Charles Schwab Experience October 2014 - June 2015
Job .
Industry Financial Services
Experience
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

Bethany Mong Bethany Mong Cleveland/Akron, Ohio Area Details
Bethany Mong's Charles Schwab Experience May 2015 - Present
Job
Industry Marketing and Advertising
Experience
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

Chaundra Nelson Chaundra Nelson Orlando, Florida Area Details
Chaundra Nelson's Charles Schwab Experience November 2007 - March 2011
Job Virtual Eminence
Industry Marketing and Advertising
Experience
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

Quentin Sampson Quentin Sampson Indianapolis, Indiana Details
Quentin Sampson's Charles Schwab Experience June 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
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

Ruby Heer Ruby Heer North Olmsted, Ohio Details
Ruby Heer's Charles Schwab Experience Customer Service RepresentativeFifth Third BankApril 2010 - January 2013
Job Participant Services Representative at Charles Schwab
Industry Financial Services
Experience
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

Jean Victor Jean Victor Greater New York City Area Details
Jean Victor's Charles Schwab Experience October 2007 - August 2011
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
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

Matt McCall Matt McCall Greater New York City Area Details
Matt McCall's Charles Schwab Experience May 2000 - January 2002
Job Contributor at Fox News Channel
Industry Investment Management
Experience
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

Connie Carpenter Connie Carpenter Akron, Ohio Details
Connie Carpenter's Charles Schwab Experience May 2006 - September 2009
Job Sr. Manager Quality Assurance at Equity Trust Company
Industry Financial Services
Experience
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

Mike Barclift, ChFC® Mike Barclift, ChFC® Norfolk, Virginia Details
Mike Barclift, ChFC®'s Charles Schwab Experience May 2013 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

Dan Dansberg Dan Dansberg Cleveland/Akron, Ohio Area Details
Dan Dansberg's Charles Schwab Experience October 2008 - Present
Job QA Engineer at Aclara
Industry Information Technology and Services
Experience
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

Colleen Kubat Colleen Kubat Cleveland/Akron, Ohio Area Details
Colleen Kubat's Charles Schwab Experience January 2013 - May 2013
Job Corporate Talent Acquisition Advisor at OPW, a Dover Company
Industry Staffing and Recruiting
Experience
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

Gillian Frank Gillian Frank Greater New York City Area Details
Gillian Frank's Charles Schwab Experience 1997 - 2001
Job Executive Assistant at American Express
Industry Financial Services
Experience
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

Megan Bobula, QKA Megan Bobula, QKA Cleveland/Akron, Ohio Area Details
Megan Bobula, QKA's Charles Schwab Experience July 2015 - Present
Job Services Implementation Manager at Charles Schwab
Industry Financial Services
Experience
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

Joseph Matesevac Joseph Matesevac Austin, Texas Area Details
Joseph Matesevac's Charles Schwab Experience November 2013 - Present
Job Retirement Account Operations Analyst at Charles Schwab
Industry Financial Services
Experience
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

Brian Laird Brian Laird Greater New York City Area Details
Brian Laird's Charles Schwab Experience July 1999 - February 2000
Job Account Management, Integral Ad Science
Industry Marketing and Advertising
Experience
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

Danielle McFarland Danielle McFarland Orlando, Florida Area Details
Danielle McFarland's Charles Schwab Experience April 2013 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
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

Rick Tomsic Rick Tomsic Columbus, Ohio Area Details
Rick Tomsic's Charles Schwab Experience August 2011 - August 2012
Job CEO and Founder at Tradovate, LLC
Industry Financial Services
Experience
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

Jenny Schumacher Jenny Schumacher Columbus, Ohio Area Details
Jenny Schumacher's Charles Schwab Experience May 2005 - October 2013
Job Graphic Production Coordinator
Industry Architecture & Planning
Experience
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

Jonathan Aric Bullard, MBA Jonathan Aric Bullard, MBA Orlando, Florida Details
Jonathan Aric Bullard, MBA's Charles Schwab Experience April 2013 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
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

Robin Kolar Robin Kolar Cleveland/Akron, Ohio Area Details
Robin Kolar's Charles Schwab Experience November 2007 - November 2008
Job Business Analyst Implementation Specialist at Sterling Jewelers
Industry Information Technology and Services
Experience
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

Curtis Hubbell Curtis Hubbell Denver, Colorado Details
Curtis Hubbell's Charles Schwab Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Jason Alcantara Jason Alcantara San Francisco Bay Area Details
Jason Alcantara's Charles Schwab Experience December 2014 - Present
Job Senior Specialist at Charles Schwab
Industry Financial Services
Experience
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

Jeremy Love Jeremy Love Orlando, Florida Area Details
Jeremy Love's Charles Schwab Experience March 2014 - July 2015
Job Surveillance Analyst at Cetera Financial Group
Industry Financial Services
Experience
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

Jewel Masters Jewel Masters United States Details
Jewel Masters's Charles Schwab Experience August 1993 - May 2013
Job Pastor / Founder Victorious Life Christian Center, Flagstaff AZ
Industry Religious Institutions
Experience
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

Adam Cogar Adam Cogar Greater Denver Area Details
Adam Cogar's Charles Schwab Experience May 2013 - Present
Job VP Financial Consultant
Industry Financial Services
Experience
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

Kate Callahan Spear Kate Callahan Spear Manchester, New Hampshire Details
Kate Callahan Spear's Charles Schwab Experience April 2004 - November 2007
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
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

Lauren Weinmann Lauren Weinmann Kent, Ohio Details
Lauren Weinmann's Charles Schwab Experience June 2015 - August 2015
Job Intern at Charles Schwab
Industry Retail
Experience
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

David D. Hults David D. Hults Greater Denver Area Details
David D. Hults's Charles Schwab Experience June 2003 - February 2005
Job Creative Manager / ACD (UI / CX Design)
Industry Marketing and Advertising
Experience
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

Will McNaull Will McNaull Greater New York City Area Details
Will McNaull's Charles Schwab Experience November 2007 - November 2008
Job Legal Assistant at Macmillan
Industry Publishing
Experience
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

Robert Hale Robert Hale Cleveland/Akron, Ohio Area Details
Robert Hale's Charles Schwab Experience May 2000 - September 2013
Job Client Services Manager at Charles Schwab Bank
Industry Financial Services
Experience
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)

Antonio Tolentino Antonio Tolentino Morris Plains, New Jersey Details
Antonio Tolentino's Charles Schwab Experience March 2000 - December 2004
Job Materials Manager at AtHome Medical affiliated with Atlantic Health
Industry Hospital & Health Care
Experience
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

Dallas Hinman Dallas Hinman Greater Denver Area Details
Dallas Hinman's Charles Schwab Experience March 2013 - Present
Job Client Service Manager
Industry Financial Services
Experience
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

Deepak Kulkarni Deepak Kulkarni Austin, Texas Area Details
Deepak Kulkarni's Charles Schwab Experience 2015 - Present
Job Technology Director at Charles Schwab
Industry Computer Software
Experience
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

Stefanie Saxon Stefanie Saxon Orlando, Florida Details
Stefanie Saxon's Charles Schwab Experience March 1999 - July 2005
Job Student at Kaplan University
Industry Hospital & Health Care
Experience
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

Angela Buttner Angela Buttner Greater Denver Area Details
Angela Buttner's Charles Schwab Experience May 2013 - Present
Job Client Banking Representative at Charles Schwab
Industry Financial Services
Experience
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

Jonathan Hatfield Jonathan Hatfield Cleveland/Akron, Ohio Area Details
Jonathan Hatfield's Charles Schwab Experience November 2003 - August 2005
Job Senior PreSales Solutions Architect
Industry Information Technology and Services
Experience
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

Mackey Johnson Mackey Johnson Phoenix, Arizona Details
Mackey Johnson's Charles Schwab Experience August 2015 - Present
Job Senior Team Manager with Charles Schwab
Industry Financial Services
Experience
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

Gerry Weil CFP® Gerry Weil CFP® Houston, Texas Area Details
Gerry Weil CFP®'s Charles Schwab Experience May 1999 - Present
Job Vice President & Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 1999 - Present

Education
Kent State University   1990 — 1994
Bachelor's degree, Finance

Lynda Gregory, CFP® Lynda Gregory, CFP® Boulder, Colorado Details
Lynda Gregory, CFP®'s Charles Schwab Experience April 2004 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

Edward Oetinger Edward Oetinger San Francisco Bay Area Details
Edward Oetinger's Charles Schwab Experience June 2003 - August 2004
Job Associate Director, Product Management at Moody's Analytics
Industry Computer Software
Experience
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

Tim Nuelken Tim Nuelken Phoenix, Arizona Area Details
Tim Nuelken's Charles Schwab Experience 2000 - 2002
Job Disabled from Automobile accident on SSID
Industry Financial Services
Experience
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

Jen Weitzel Jen Weitzel Columbus, Ohio Details
Jen Weitzel's Charles Schwab Experience September 2010 - Present
Job Project Manager Mutual Fund Conversions
Industry Financial Services
Experience
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

Matthew Vicklund Matthew Vicklund Kansas City, Missouri Area Details
Matthew Vicklund's Charles Schwab Experience December 2014 - Present
Job Portfolio Specialist at Charles Schwab
Industry Financial Services
Experience
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

Liz Hilton Liz Hilton San Francisco Bay Area Details
Liz Hilton's Charles Schwab Experience October 2007 - February 2012
Job Strategist | Change Leader | Intrapreneur | Wealth Management | Philanthropy | Impact Investing
Industry Financial Services
Experience
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

Kelly Thomas (Sorrell) Kelly Thomas (Sorrell) Cleveland/Akron, Ohio Area Details
Kelly Thomas (Sorrell)'s Charles Schwab Experience March 2013 - Present
Job Sr Manager Software Quality Assurance at Charles Schwab
Industry Computer Software
Experience
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

Jack Gray Jack Gray Cleveland/Akron, Ohio Area Details
Jack Gray's Charles Schwab Experience 2008 - 2009
Job Director of Research
Industry Market Research
Experience
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

Terrance Henry Terrance Henry Cleveland/Akron, Ohio Area Details
Terrance Henry's Charles Schwab Experience April 2004 - January 2005
Job Digital Marketing / Web Content Consultant
Industry Internet
Experience
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

Gina Scrufari Turnbull Gina Scrufari Turnbull San Francisco Bay Area Details
Gina Scrufari Turnbull's Charles Schwab Experience January 2014 - June 2015
Job Experienced Project Manager looking for freelance or fulltime opportunities
Industry Marketing and Advertising
Experience
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

Blair Goering Blair Goering Greater Denver Area Details
Blair Goering's Charles Schwab Experience 2004 - 2006
Job Project Manager at Gates Corporation
Industry Consumer Goods
Experience
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

Sue Woy Sue Woy San Francisco Bay Area Details
Sue Woy's Charles Schwab Experience September 1999 - December 2007
Job Financial Services Professional
Industry Accounting
Experience
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

Jagadeesh S Jagadeesh S Plainsboro, New Jersey Details
Jagadeesh S's Charles Schwab Experience February 2003 - September 2009
Job Tech Lead/Architect at Accenture/Pfizer R&D
Industry Information Technology and Services
Experience
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

Mark Slavick Mark Slavick Cleveland/Akron, Ohio Area Details
Mark Slavick's Charles Schwab Experience May 2000 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2000 - Present

Education
Kent State University   1995 — 1999
Finance

Jack W. McGovern Jack W. McGovern Greater Denver Area Details
Jack W. McGovern's Charles Schwab Experience May 2015 - Present
Job Institutional Specialist at Charles Schwab
Industry Financial Services
Experience
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

Jeremy McElliott Jeremy McElliott Phoenix, Arizona Details
Jeremy McElliott's Charles Schwab Experience June 2013 - Present
Job Roles Engineer Security Analyst @ Charles Schwab
Industry Information Technology and Services
Experience
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.

Sanjay Bhatt Sanjay Bhatt San Francisco Bay Area Details
Sanjay Bhatt's Charles Schwab Experience 2006 - 2007
Job Solutions Architect
Industry Utilities
Experience
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

Brent Welsh Brent Welsh London, Canada Area Details
Brent Welsh's Charles Schwab Experience April 2000 - December 2005
Job Owner, Two Men and a Truck
Industry Transportation/Trucking/Railroad
Experience
Two Men and a Truck  October 2005 - Present
Charles Schwab   April 2000 - December 2005

Education
Kent State University   1991 — 1996
Finance, business, sociology

Craig Bayer Craig Bayer Dallas/Fort Worth Area Details
Craig Bayer's Charles Schwab Experience 1999 - 2003
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
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

James Kilgannon James Kilgannon San Francisco Bay Area Details
James Kilgannon's Charles Schwab Experience June 1993 - Present
Job Business/Systems Analyst at Charles Schwab
Industry Financial Services
Experience
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

Tricia Preston AAMS® Tricia Preston AAMS® Houston, Texas Area Details
Tricia Preston AAMS®'s Charles Schwab Experience April 2010 - Present
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2010 - Present
Charles Schwab   November 2007 - March 2010
Ameriprise Financial  2002 - 2007

Education
Kent State University

Kiran Somarapu Kiran Somarapu Austin, Texas Area Details
Kiran Somarapu's Charles Schwab Experience August 2014 - Present
Job Senior Staff Engineer at Charles Schwab
Industry Information Technology and Services
Experience
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

Carrie Kelso Carrie Kelso Phoenix, Arizona Area Details
Carrie Kelso's Charles Schwab Experience June 2011 - October 2011
Job Business Systems Analyst
Industry Computer Software
Experience
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

Padmashree Patil Padmashree Patil Austin, Texas Area Details
Padmashree Patil's Charles Schwab Experience October 2009 - Present
Job Sr. QA at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   October 2009 - Present

Education
Karnatak University   1993 — 1997
BE, Computer Science

Kyra Zepernick Kyra Zepernick Cleveland/Akron, Ohio Area Details
Kyra Zepernick's Charles Schwab Experience 2008 - 2010
Job Financial Plans AnalystQualified Retirement Plans Advisor
Industry Financial Services
Experience
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

William Brenner William Brenner Charlotte, North Carolina Area Details
William Brenner's Charles Schwab Experience June 1999 - April 2009
Job Technical Writer/Editor
Industry Information Technology and Services
Experience
Charles Schwab   June 1999 - April 2009

Education
Kent State University   1967 — 1971
Bachelor of Science, Journalism

Maya Mistry Maya Mistry Greater Denver Area Details
Maya Mistry's Charles Schwab Experience October 2012 - September 2013
Job Sr Business Analyst at Encana Corporation
Industry Information Technology and Services
Experience
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

Lyndsay Severino Lyndsay Severino Ashtabula, Ohio Details
Lyndsay Severino's Charles Schwab Experience 2005 - July 2011
Job Patient Rep
Industry Hospital & Health Care
Experience
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

Brad Harrington Brad Harrington Cleveland/Akron, Ohio Area Details
Brad Harrington's Charles Schwab Experience May 2007 - Present
Job Business Analyst at Charles Schwab
Industry Financial Services
Experience
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)

Olesya Moiseyenko Olesya Moiseyenko San Francisco Bay Area Details
Olesya Moiseyenko's Charles Schwab Experience September 1999 - June 2000
Job QA Analyst at Wells Fargo Bank
Industry Financial Services
Experience
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

Lisa Riedinger Lisa Riedinger Cleveland/Akron, Ohio Area Details
Lisa Riedinger's Charles Schwab Experience 2006 - 2006
Job Manager HR & Organizational Advancement at The Timken Company
Industry Mechanical or Industrial Engineering
Experience
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

Brent Nichols Brent Nichols Scottsdale, Arizona Details
Brent Nichols's Charles Schwab Experience January 1991 - October 2002
Job Executive Leadership, Strategic Planning, Change Management
Industry Financial Services
Experience
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

Vijay Desu Vijay Desu Dallas/Fort Worth Area Details
Vijay Desu's Charles Schwab Experience July 2008 - April 2012
Job Senior Hybris Technical Consultant
Industry Information Technology and Services
Experience
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

DeSha Grospitch DeSha Grospitch Englewood, Colorado Details
DeSha Grospitch's Charles Schwab Experience April 2013 - Present
Job at
Industry Financial Services
Experience
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

Patrick Jeneseke Patrick Jeneseke Lincoln, Nebraska Details
Patrick Jeneseke's Charles Schwab Experience January 2007 - June 2013
Job Compliance Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Denna Bullen Denna Bullen Cleveland/Akron, Ohio Area Details
Denna Bullen's Charles Schwab Experience January 2015 - Present
Job Sr. Conversion Payroll Specialist
Industry Financial Services
Experience
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

Abraham Lizardo Abraham Lizardo Miami/Fort Lauderdale Area Details
Abraham Lizardo's Charles Schwab Experience January 2012 - August 2012
Job at
Industry Financial Services
Experience
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

Doug Wiley Doug Wiley Topeka, Kansas Area Details
Doug Wiley's Charles Schwab Experience 1989 - 1994
Job Vice President & Trust Officer at The Trust Company of Manhattan
Industry Financial Services
Experience
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

Sheeba Swaminathan Sheeba Swaminathan Sunnyvale, California Details
Sheeba Swaminathan's Charles Schwab Experience March 2014 - Present
Job SAS Consultant
Industry Information Technology and Services
Experience
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

John Wojciak John Wojciak Richfield, Ohio Details
John Wojciak's Charles Schwab Experience June 2015 - Present
Job Participant Services Associate at Charles Schwab
Industry Financial Services
Experience
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

Don Breckel Don Breckel Hudson, Ohio Details
Don Breckel's Charles Schwab Experience December 2013 - Present
Job DC compliance analyst at Charles Schwab
Industry Financial Services
Experience
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

Matthew Blackburn Matthew Blackburn Greater Denver Area Details
Matthew Blackburn's Charles Schwab Experience June 1992 - July 2002
Job Senior Vice President at KeyCorp
Industry Investment Management
Experience
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

Eric Ritossa Eric Ritossa Greater San Diego Area Details
Eric Ritossa's Charles Schwab Experience May 2015 - Present
Job Associate Financial Consultant Charles Schwab San Diego Branch
Industry Financial Services
Experience
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

Michelle Sedlacek Michelle Sedlacek Saint Paul, Minnesota Details
Michelle Sedlacek's Charles Schwab Experience May 2014 - Present
Job at Charles Schwab
Industry Financial Services
Experience
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

Wesley Nelson Wesley Nelson Shawnee, Kansas Details
Wesley Nelson's Charles Schwab Experience January 2007 - May 2010
Job Financial Analyst at Time Warner Cable Sports Channel
Industry Accounting
Experience
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

Michelle Sedlacek Michelle Sedlacek Greater Minneapolis-St. Paul Area Details
Michelle Sedlacek's Charles Schwab Experience May 2014 - Present
Job
Industry Financial Services
Experience
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

Rebecca Huff Rebecca Huff Scottsdale, Arizona Details
Rebecca Huff's Charles Schwab Experience April 2011 - February 2013
Job Vacation Rental Specialist
Industry Hospitality
Experience
Self-employed  January 2014 - Present
Charles Schwab   April 2011 - February 2013

Education
Kansas State University   1979 — 1983
Bachelor of Science (BS)

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