Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Vijay Radhakrishnan Vijay Radhakrishnan's Charles Schwab Experience February 2007 - Present
Job Storage Architect at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2007 - Present
Skills
Replication, Storage Management, IBM Mainframe, Hitachi Storage, Data Centre Architecture, Business Continuity..., Business Continuity, IT Strategy, Storage, Data Center, Disaster Recovery, Vendor Management, Cloud Computing
Education
Madurai Kamaraj University 1992 — 1996
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Charles Schwab February 2007 - Present
Skills
Replication, Storage Management, IBM Mainframe, Hitachi Storage, Data Centre Architecture, Business Continuity..., Business Continuity, IT Strategy, Storage, Data Center, Disaster Recovery, Vendor Management, Cloud Computing
Education
Madurai Kamaraj University 1992 — 1996
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Mary de Verges Mary de Verges's Charles Schwab Experience October 2007 - September 2008
Job Service Delivery Analyst
Industry Financial Services
Experience
Financial Engines December 2012 - Present
Financial Engines April 2010 - December 2012
Financial Engines August 2008 - April 2010
Charles Schwab October 2007 - September 2008
Skills
IRAs, 401k, Mutual Funds, Asset Allocation, Investments, Securities, Retirement, Financial Advisory, Investment Advisory, Analysis, Financial Services, Visio Pro, Business Process Mapping, Lean Process Improvement, Project Management
Education
Loyola University New Orleans 2001 — 2005
Bachelor's, Advertising
Financial Engines December 2012 - Present
Financial Engines April 2010 - December 2012
Financial Engines August 2008 - April 2010
Charles Schwab October 2007 - September 2008
Skills
IRAs, 401k, Mutual Funds, Asset Allocation, Investments, Securities, Retirement, Financial Advisory, Investment Advisory, Analysis, Financial Services, Visio Pro, Business Process Mapping, Lean Process Improvement, Project Management
Education
Loyola University New Orleans 2001 — 2005
Bachelor's, Advertising
Jennifer Jew's Charles Schwab Experience September 2014 - Present
Job Project Manager, Strategy and Product Development
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
BlackRock August 2012 - September 2014
BlackRock June 2011 - August 2011
Bernstein Global Wealth Management June 2010 - August 2010
Evercore January 2009 - June 2009
JPMorgan Chase January 2006 - July 2007
Skills
Equities, Asset Management, Financial Modeling, Valuation, Marketing, Financial Markets, Asset Allocation, Market Research, Strategy, Investment Banking, Investments, Project Management, Research, Finance, Microsoft Office, Management, Financial Analysis
Education
University of California, Berkeley
Bachelor's Degree, Interdisciplinary Studies Concentration: Behavior and Economics
Lund University 2011 — 2011
Exchange Program
Charles Schwab September 2014 - Present
BlackRock August 2012 - September 2014
BlackRock June 2011 - August 2011
Bernstein Global Wealth Management June 2010 - August 2010
Evercore January 2009 - June 2009
JPMorgan Chase January 2006 - July 2007
Skills
Equities, Asset Management, Financial Modeling, Valuation, Marketing, Financial Markets, Asset Allocation, Market Research, Strategy, Investment Banking, Investments, Project Management, Research, Finance, Microsoft Office, Management, Financial Analysis
Education
University of California, Berkeley
Bachelor's Degree, Interdisciplinary Studies Concentration: Behavior and Economics
Lund University 2011 — 2011
Exchange Program
Bryan Uzzell Bryan Uzzell's Charles Schwab Experience 2013 - 2014
Job Management Consultant, Corporate Strategist, Real Estate Investor
Industry Management Consulting
Experience
Titum Investments 2014 - Present
Charles Schwab 2013 - 2014
OC&C Strategy Consultants 2011 - 2013
SloanGear 2009 - 2011
Ze-gen, Inc. 2010 - 2010
Accenture 2002 - 2009
Skills
Management Consulting, Due Diligence, Business Development, Financial Modeling, Business Strategy, Private Equity, Strategy, Data Analysis, Venture Capital, Business Process..., Business Transformation, Mergers, Corporate Development, Program Management, Mergers & Acquisitions, Valuation, Analytics, Start-ups, Competitive Analysis, Corporate Finance, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA, Business Honors Program, BBA, Engineering Route to Business (MIS / EE)
Titum Investments 2014 - Present
Charles Schwab 2013 - 2014
OC&C Strategy Consultants 2011 - 2013
SloanGear 2009 - 2011
Ze-gen, Inc. 2010 - 2010
Accenture 2002 - 2009
Skills
Management Consulting, Due Diligence, Business Development, Financial Modeling, Business Strategy, Private Equity, Strategy, Data Analysis, Venture Capital, Business Process..., Business Transformation, Mergers, Corporate Development, Program Management, Mergers & Acquisitions, Valuation, Analytics, Start-ups, Competitive Analysis, Corporate Finance, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA, Business Honors Program, BBA, Engineering Route to Business (MIS / EE)
Joy Day Joy Day's Charles Schwab Experience October 2010 - November 2012
Job Founder and Program Director
Industry Nonprofit Organization Management
Experience
Iibada March 2014 - Present
Charles Schwab October 2010 - November 2012
State of Indiana April 2007 - October 2010
IUPUI 2001 - 2006
Skills
Leadership, Strategic Planning, Team Building, Investments, Real Estate, Microsoft Office, Marketing, Social Media Marketing, Social Media, Public Speaking, Fundraising, Customer Service
Education
Marian University
Bachelor of Business Administration (BBA), Marketing, 3.6
Iibada March 2014 - Present
Charles Schwab October 2010 - November 2012
State of Indiana April 2007 - October 2010
IUPUI 2001 - 2006
Skills
Leadership, Strategic Planning, Team Building, Investments, Real Estate, Microsoft Office, Marketing, Social Media Marketing, Social Media, Public Speaking, Fundraising, Customer Service
Education
Marian University
Bachelor of Business Administration (BBA), Marketing, 3.6
James Nabwangu James Nabwangu's Charles Schwab Experience November 2013 - Present
Job Managing Director, Compliance at Charles Schwab
Industry Law Practice
Experience
Charles Schwab November 2013 - Present
Charles Schwab February 2013 - November 2013
Sparer Law Group January 2007 - February 2013
Sparer Law Group October 2003 - March 2006
Education
The College of William and Mary - Marshall Wythe Law School 2000 — 2003
Doctor of Law (J.D.)
McGill University 1995 — 1999
B.Com, Business, Economics
Charles Schwab November 2013 - Present
Charles Schwab February 2013 - November 2013
Sparer Law Group January 2007 - February 2013
Sparer Law Group October 2003 - March 2006
Education
The College of William and Mary - Marshall Wythe Law School 2000 — 2003
Doctor of Law (J.D.)
McGill University 1995 — 1999
B.Com, Business, Economics
Damien Faughnan Damien Faughnan's Charles Schwab Experience August 2003 - October 2004
Job Executive Coach to CEOs & CSuite Executives.
Industry Management Consulting
Experience
Goodstone Group November 2009 - Present
Marshall Goldsmith Partners October 2005 - November 2009
Charles Schwab August 2003 - October 2004
Charles Schwab October 2002 - August 2003
Charles Schwab February 2002 - October 2002
Charles Schwab February 2000 - February 2002
Skills
Executive Coaching, CEO Coaching, CEO Candidate Coaching, Coaching, CEO Succession, Executive Transition, Leadership Development, Leadership, Executive Development, Conflict Resolution, Public Speaking
Education
Strozzi Institute 2011 — 2014
Certified Somatic Coach (in progress), Somatic Coaching
Hudson Institute Santa Barbara 2005 — 2006
CHIC, Executive Coaching
San Francisco State University 1996 — 1998
M.A. (Instructional Technology), Multi Media Design.
University College Dublin, Ireland 1991 — 1993
M. Eq. St. (HONS), Equality Studies Masters Program
Trinity College Dublin 1989 — 1990
Trinity College Dublin, H.D.E. (HONS), Education
National University of Ireland, Maynooth 1985 — 1989
B.A. (HONS), Geography & Sociology
Goodstone Group November 2009 - Present
Marshall Goldsmith Partners October 2005 - November 2009
Charles Schwab August 2003 - October 2004
Charles Schwab October 2002 - August 2003
Charles Schwab February 2002 - October 2002
Charles Schwab February 2000 - February 2002
Skills
Executive Coaching, CEO Coaching, CEO Candidate Coaching, Coaching, CEO Succession, Executive Transition, Leadership Development, Leadership, Executive Development, Conflict Resolution, Public Speaking
Education
Strozzi Institute 2011 — 2014
Certified Somatic Coach (in progress), Somatic Coaching
Hudson Institute Santa Barbara 2005 — 2006
CHIC, Executive Coaching
San Francisco State University 1996 — 1998
M.A. (Instructional Technology), Multi Media Design.
University College Dublin, Ireland 1991 — 1993
M. Eq. St. (HONS), Equality Studies Masters Program
Trinity College Dublin 1989 — 1990
Trinity College Dublin, H.D.E. (HONS), Education
National University of Ireland, Maynooth 1985 — 1989
B.A. (HONS), Geography & Sociology
Evan Soso's Charles Schwab Experience August 2014 - Present
Job Sr. Manager Pinnacle High Net Worth Teams at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab October 2013 - August 2014
Charles Schwab July 2011 - September 2013
Merrill Lynch January 2011 - June 2011
Skills
Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investments, Series 7, Options, Business Strategy, Strategic Planning, Bloomberg, Budgets, Financial Markets, Wealth Management, Microsoft Excel, Business Analysis, Asset Management, Fixed Income, Risk Management, Corporate Finance, Series 63, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Finance
Loyola University New Orleans 2009 — 2011
MBA, Finance
California State University-Sacramento 2004 — 2008
Bachelor's degree, Marketing
Charles Schwab August 2014 - Present
Charles Schwab October 2013 - August 2014
Charles Schwab July 2011 - September 2013
Merrill Lynch January 2011 - June 2011
Skills
Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investments, Series 7, Options, Business Strategy, Strategic Planning, Bloomberg, Budgets, Financial Markets, Wealth Management, Microsoft Excel, Business Analysis, Asset Management, Fixed Income, Risk Management, Corporate Finance, Series 63, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Finance
Loyola University New Orleans 2009 — 2011
MBA, Finance
California State University-Sacramento 2004 — 2008
Bachelor's degree, Marketing
Benjamin Kuhn, CFA's Charles Schwab Experience 2012 - Present
Job Portfolio Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab 2012 - Present
Charles Schwab 2008 - 2012
Capital Market Consultants, LLC 2005 - 2008
Capital Market Consultants, LLC 2003 - 2005
Skills
Fixed Income, Portfolio Management, Capital Markets, Due Diligence, Risk Management
Education
University of Wisconsin-Milwaukee 2001 — 2005
Bachelor of Business Administration (B.B.A.), Lubar School of Business
Marquette University 2007 — 2008
Hortonville High School 1997 — 2001
H.S. Diploma
Charles Schwab 2012 - Present
Charles Schwab 2008 - 2012
Capital Market Consultants, LLC 2005 - 2008
Capital Market Consultants, LLC 2003 - 2005
Skills
Fixed Income, Portfolio Management, Capital Markets, Due Diligence, Risk Management
Education
University of Wisconsin-Milwaukee 2001 — 2005
Bachelor of Business Administration (B.B.A.), Lubar School of Business
Marquette University 2007 — 2008
Hortonville High School 1997 — 2001
H.S. Diploma
Nick Manson's Charles Schwab Experience July 2015 - Present
Job Vice President Branch Manager at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab May 2013 - June 2015
Charles Schwab April 2011 - May 2013
Charles Schwab May 2010 - April 2011
Charles Schwab June 2008 - May 2010
Education
Marietta College 2004 — 2008
Bachelor of Arts, Finance, Marketing, Leadership
Charles Schwab July 2015 - Present
Charles Schwab May 2013 - June 2015
Charles Schwab April 2011 - May 2013
Charles Schwab May 2010 - April 2011
Charles Schwab June 2008 - May 2010
Education
Marietta College 2004 — 2008
Bachelor of Arts, Finance, Marketing, Leadership
Stefanie Swartz Stefanie Swartz's Charles Schwab Experience October 2011 - May 2014
Job Licensed Realtor at Lugo & Co. Realty My Home Group
Industry Financial Services
Experience
Lugo & Co. Realty - My Home Group December 2014 - Present
American Express June 2014 - December 2014
Charles Schwab October 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Access, Corporate Communications, Social Media, HTML scripting, International Tax, ACE, Account Reconciliation, Financial Analysis, Corporate Actions, Accounting, Business Analysis
Education
Maricopa Community Colleges 2012 — 2014
Associate of Science (A.S.), Business
Lugo & Co. Realty - My Home Group December 2014 - Present
American Express June 2014 - December 2014
Charles Schwab October 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Access, Corporate Communications, Social Media, HTML scripting, International Tax, ACE, Account Reconciliation, Financial Analysis, Corporate Actions, Accounting, Business Analysis
Education
Maricopa Community Colleges 2012 — 2014
Associate of Science (A.S.), Business
Shelley Ferro's Charles Schwab Experience 1999 - 2000
Job President and Owner
Industry Financial Services
Experience
Ferro Financial, LLC February 2006 - Present
Mutual America 2004 - 2006
Smith Barney 2000 - 2003
Charles Schwab 1999 - 2000
Skills
Portfolio Management, Comprehensive Financial..., Retirement Planning, Strategic Financial..., Retirement, Investment Advisory, Finance, Investment Strategies, Investment Management, Financial Services, Financial Planning
Education
Loyola University New Orleans
Bachelor of Business Administration (BBA), Finance
Ferro Financial, LLC February 2006 - Present
Mutual America 2004 - 2006
Smith Barney 2000 - 2003
Charles Schwab 1999 - 2000
Skills
Portfolio Management, Comprehensive Financial..., Retirement Planning, Strategic Financial..., Retirement, Investment Advisory, Finance, Investment Strategies, Investment Management, Financial Services, Financial Planning
Education
Loyola University New Orleans
Bachelor of Business Administration (BBA), Finance
Pierre Betzu, MBA's Charles Schwab Experience March 1994 - December 2002
Job Sanctions and ABC Business Analyst at HSBC
Industry Financial Services
Experience
HSBC January 2015 - Present
BBVA 2015 - 2015
Standard Chartered Bank October 2014 - October 2014
Banco Bilbao Vizcaya Argentaria (BBVA) December 2013 - October 2014
Landesbank Hessen Thuringen ("Helaba") 2014 - 2014
Societe Generale November 2012 - October 2013
Portigon AG (WestLB AG) May 2006 - November 2012
HSBC February 2003 - March 2006
Charles Schwab March 1994 - December 2002
Fidelity Investments 1986 - 1991
Skills
AML, USA PATRIOT Act, OFAC, Middle Office, Financial Services, Banking, Capital Markets, Investment Banking, Securities, Series 7, Management, Operational Risk, FINRA, Fixed Income, Derivatives, Back Office, Due Diligence, KYC, FX Options, Operational Excellence, Customer Service, MiFID, Risk Management, Change Management, Compliance Management, SAP, Summit, Project Management, Structured Finance, Series 9, series 10, series 99, SAR, Fircosoft, GoldTier, Managerial Experience, MBA Finance, SIIA member, Transaction Monitoring, Transaction Processing, Prime Brokerage, Equities, Financial Risk, Leadership, Strategy, Hedge Funds, Portfolio Management, Anti Money Laundering
Education
Manhattan College 1977 — 1983
MBA, Finance & International Investments
HSBC January 2015 - Present
BBVA 2015 - 2015
Standard Chartered Bank October 2014 - October 2014
Banco Bilbao Vizcaya Argentaria (BBVA) December 2013 - October 2014
Landesbank Hessen Thuringen ("Helaba") 2014 - 2014
Societe Generale November 2012 - October 2013
Portigon AG (WestLB AG) May 2006 - November 2012
HSBC February 2003 - March 2006
Charles Schwab March 1994 - December 2002
Fidelity Investments 1986 - 1991
Skills
AML, USA PATRIOT Act, OFAC, Middle Office, Financial Services, Banking, Capital Markets, Investment Banking, Securities, Series 7, Management, Operational Risk, FINRA, Fixed Income, Derivatives, Back Office, Due Diligence, KYC, FX Options, Operational Excellence, Customer Service, MiFID, Risk Management, Change Management, Compliance Management, SAP, Summit, Project Management, Structured Finance, Series 9, series 10, series 99, SAR, Fircosoft, GoldTier, Managerial Experience, MBA Finance, SIIA member, Transaction Monitoring, Transaction Processing, Prime Brokerage, Equities, Financial Risk, Leadership, Strategy, Hedge Funds, Portfolio Management, Anti Money Laundering
Education
Manhattan College 1977 — 1983
MBA, Finance & International Investments
Jason R. White, M.A.'s Charles Schwab Experience December 2014 - Present
Job Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
University of Texas at Arlington June 2012 - November 2014
Liberty Tax Service January 2012 - April 2013
Delgado Community College August 2010 - December 2011
Jefferson Parish Public School System October 2008 - August 2011
Tulane University September 2009 - December 2010
Kroll October 2007 - October 2008
Skills
Data Analysis, Project Management, Research, Public Speaking, Higher Education, Technical Writing, Report Writing, Leadership, Coaching, Customer Service, Community Outreach, Training, Nonprofits, Microsoft Word,..., Project Implementation, Mathematics Education, Editing, Formatting, Project Execution, Mathematical Analysis, Mathematica, Mathlab, Physics, Tax Preparation, Religious Studies, Collaborative Problem..., Communication Skills, Sales Management, Communication, Management, Microsoft Excel, Microsoft Office
Education
Loyola University New Orleans
Master's Degree, Religious Studies, G.P.A.: 3.7
Xavier University of Louisiana
Bachelor's Degree, Physics, G.P.A.: 3.1
Parkway North High
High School, G.P.A: 3.3
Charles Schwab December 2014 - Present
University of Texas at Arlington June 2012 - November 2014
Liberty Tax Service January 2012 - April 2013
Delgado Community College August 2010 - December 2011
Jefferson Parish Public School System October 2008 - August 2011
Tulane University September 2009 - December 2010
Kroll October 2007 - October 2008
Skills
Data Analysis, Project Management, Research, Public Speaking, Higher Education, Technical Writing, Report Writing, Leadership, Coaching, Customer Service, Community Outreach, Training, Nonprofits, Microsoft Word,..., Project Implementation, Mathematics Education, Editing, Formatting, Project Execution, Mathematical Analysis, Mathematica, Mathlab, Physics, Tax Preparation, Religious Studies, Collaborative Problem..., Communication Skills, Sales Management, Communication, Management, Microsoft Excel, Microsoft Office
Education
Loyola University New Orleans
Master's Degree, Religious Studies, G.P.A.: 3.7
Xavier University of Louisiana
Bachelor's Degree, Physics, G.P.A.: 3.1
Parkway North High
High School, G.P.A: 3.3
Ryan Elliott Ryan Elliott's Charles Schwab Experience January 2014 - June 2014
Job Manager Advisory Services at KPMG
Industry Banking
Experience
KPMG June 2014 - Present
Charles Schwab January 2014 - June 2014
Union Bank February 2012 - January 2014
Union Bank August 2010 - July 2012
Raytheon September 2006 - August 2010
Saatchi & Saatchi May 2005 - December 2005
Skills
Cash Flow, Risk, Risk Management, Compliance, Budgeting, Variances, Financial Reporting, Financial Forecasting, Financial Analysis, Budgets, Analysis, Financial Risk, Portfolio Management, Management, Variance Analysis
Education
Loyola Marymount University, College of Business Administration 2008 — 2010
MBA, International Business Systems
University of Arizona 2001 — 2005
BA, Business, History
SMHS
KPMG June 2014 - Present
Charles Schwab January 2014 - June 2014
Union Bank February 2012 - January 2014
Union Bank August 2010 - July 2012
Raytheon September 2006 - August 2010
Saatchi & Saatchi May 2005 - December 2005
Skills
Cash Flow, Risk, Risk Management, Compliance, Budgeting, Variances, Financial Reporting, Financial Forecasting, Financial Analysis, Budgets, Analysis, Financial Risk, Portfolio Management, Management, Variance Analysis
Education
Loyola Marymount University, College of Business Administration 2008 — 2010
MBA, International Business Systems
University of Arizona 2001 — 2005
BA, Business, History
SMHS
Edward JR Humphreys II, CFA, CAIA Edward JR Humphreys II, CFA, CAIA's Charles Schwab Experience 1995 - 2000
Job Senior Portfolio Manager at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors September 2015 - Present
Morning Dove Therapeutic Riding, Inc. November 2011 - Present
CFA Institute 2010 - Present
JR Humphreys May 2015 - August 2015
BKD Wealth Advisors September 2003 - May 2015
United Bankshares August 2000 - September 2003
Charles Schwab 1995 - 2000
Skills
Investments, Alternative Investments, High Net Worth..., Options, Wealth Management, Asset Management, Portfolio Management, Equities, Equity Research
Education
Marshall University 1985 — 1990
BBA, finance
Sheaff Brock Investment Advisors September 2015 - Present
Morning Dove Therapeutic Riding, Inc. November 2011 - Present
CFA Institute 2010 - Present
JR Humphreys May 2015 - August 2015
BKD Wealth Advisors September 2003 - May 2015
United Bankshares August 2000 - September 2003
Charles Schwab 1995 - 2000
Skills
Investments, Alternative Investments, High Net Worth..., Options, Wealth Management, Asset Management, Portfolio Management, Equities, Equity Research
Education
Marshall University 1985 — 1990
BBA, finance
Steve Romero Steve Romero's Charles Schwab Experience August 2000 - January 2003
Job Principal at Romero Consulting and open to joining the right firm.
Industry Information Technology and Services
Experience
BOT International September 2011 - Present
Romero Consulting August 2011 - Present
ISACA 2001 - 2014
CA Technologies November 2006 - August 2011
California State Automobile Association November 2003 - October 2006
Pro3 Consulting January 2003 - October 2003
Charles Schwab August 2000 - January 2003
GE Capital Consulting July 1997 - July 2000
Pacific Bell January 1985 - July 1997
Skills
IT governance, Project and Portfolio..., PMOs, Process Master, Metrics Management, Process Management, Process, BPM, Corporate goverance of..., IT Business alignment, IT leadership, Public Speaking, IT Business value, Governance, Business Alignment, PMO, Business Process Design, IT Leadership, Information Security, Management, Project Management, Portfolio Management, Program Management, Change Management, IT Operations, IT Strategy, Cloud Computing, Enterprise Software, Professional Services, Project Portfolio..., Business Strategy, Strategic Partnerships, PMP, SaaS, Strategy, Process Improvement, IT Management, Vendor Management, ITIL, Resource Management, SDLC
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Center for Informations Research Executive Summer Session
UCLA Anderson School of Management 2007 — 2007
CIO Institute
University of La Verne 1980 — 1984
BS, Business Management
BOT International September 2011 - Present
Romero Consulting August 2011 - Present
ISACA 2001 - 2014
CA Technologies November 2006 - August 2011
California State Automobile Association November 2003 - October 2006
Pro3 Consulting January 2003 - October 2003
Charles Schwab August 2000 - January 2003
GE Capital Consulting July 1997 - July 2000
Pacific Bell January 1985 - July 1997
Skills
IT governance, Project and Portfolio..., PMOs, Process Master, Metrics Management, Process Management, Process, BPM, Corporate goverance of..., IT Business alignment, IT leadership, Public Speaking, IT Business value, Governance, Business Alignment, PMO, Business Process Design, IT Leadership, Information Security, Management, Project Management, Portfolio Management, Program Management, Change Management, IT Operations, IT Strategy, Cloud Computing, Enterprise Software, Professional Services, Project Portfolio..., Business Strategy, Strategic Partnerships, PMP, SaaS, Strategy, Process Improvement, IT Management, Vendor Management, ITIL, Resource Management, SDLC
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Center for Informations Research Executive Summer Session
UCLA Anderson School of Management 2007 — 2007
CIO Institute
University of La Verne 1980 — 1984
BS, Business Management
Michael Binder Michael Binder's Charles Schwab Experience August 2009 - June 2010
Job Financial Advisor, Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust Wealth Management April 2011 - Present
Northern Trust June 2010 - March 2011
Charles Schwab August 2009 - June 2010
Wells Fargo Advisors June 2007 - April 2009
Griffin, Kubik, Stephens & Thompson May 2006 - September 2006
Aspen Marketing Services May 2005 - September 2005
Rich Harvest Farms May 1998 - August 2004
Skills
Series 7, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Asset Managment, Fixed Income, Asset Allocation, Investment Management, Equities, Securities, Financial Advisory, ThomsonOne, Morningstar, Interpersonal..., series 66, Uniform Combined State...
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2015
Master of Business Administration (M.B.A.), Economics
Marquette University 2003 — 2007
Bachelor of Science Degree, Business Administration; Finance & Marketing
Marmion Academy 1999 — 2003
High school diploma
Northern Trust Wealth Management April 2011 - Present
Northern Trust June 2010 - March 2011
Charles Schwab August 2009 - June 2010
Wells Fargo Advisors June 2007 - April 2009
Griffin, Kubik, Stephens & Thompson May 2006 - September 2006
Aspen Marketing Services May 2005 - September 2005
Rich Harvest Farms May 1998 - August 2004
Skills
Series 7, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Asset Managment, Fixed Income, Asset Allocation, Investment Management, Equities, Securities, Financial Advisory, ThomsonOne, Morningstar, Interpersonal..., series 66, Uniform Combined State...
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2015
Master of Business Administration (M.B.A.), Economics
Marquette University 2003 — 2007
Bachelor of Science Degree, Business Administration; Finance & Marketing
Marmion Academy 1999 — 2003
High school diploma
Sharon Sergott's Charles Schwab Experience June 1995 - November 1995
Job Business System Analyst at PRO Unlimited, Inc.
Industry Computer Software
Experience
PRO Unlimited, Inc. February 2012 - Present
Charles Schwab June 1995 - November 1995
BART March 1993 - April 1995
Bank of America 1988 - 1993
Internal Revenue Service January 1987 - February 1988
Skills
Websphere, SQL, Databases, Java, Quality Assurance, Test Planning, Agile Methodologies, Regression Testing, Vendor Management, Business Analysis, Program Management, SaaS, SDLC
Education
Madonna University 1983 — 1987
B.S., Computer Science
PRO Unlimited, Inc. February 2012 - Present
Charles Schwab June 1995 - November 1995
BART March 1993 - April 1995
Bank of America 1988 - 1993
Internal Revenue Service January 1987 - February 1988
Skills
Websphere, SQL, Databases, Java, Quality Assurance, Test Planning, Agile Methodologies, Regression Testing, Vendor Management, Business Analysis, Program Management, SaaS, SDLC
Education
Madonna University 1983 — 1987
B.S., Computer Science
Patricia M. Barron, MBA, PMP Patricia M. Barron, MBA, PMP's Charles Schwab Experience April 2005 - April 2009
Job Sr Technical IT Project Management Role. at Contract at Fireman's Fund
Industry Computer Software
Experience
Allianz/Firemans Fund May 2009 - Present
Charles Schwab April 2005 - April 2009
Charles Schwab September 2003 - April 2005
Charles Schwab 2000 - 2003
SBC 1998 - 2000
Bank of America 1997 - 1998
Pacific Bell January 1996 - May 1997
IBM Global Business Services January 1995 - January 1996
Transamerica/Occidental Life 1973 - 1974
Skills
Financial Services, Business Analysis, Cross-functional Team..., SOA, Project Management, CRM, Strategy, Vendor Management, Program Management, Software Development, Integration, Databases, Scrum, Product Management, Business Intelligence, Analytics, Web Services, Agile Methodologies, Management, Telecommunications, Requirements Analysis, Enterprise Architecture, Software Project..., IT Strategy, Quality Assurance, Enterprise Software, Security, Process Improvement, Project Portfolio..., Agile Project Management, Architecture
Education
Loyola Marymount University, College of Business Administration
MBA, Finance, Marketing
Allianz/Firemans Fund May 2009 - Present
Charles Schwab April 2005 - April 2009
Charles Schwab September 2003 - April 2005
Charles Schwab 2000 - 2003
SBC 1998 - 2000
Bank of America 1997 - 1998
Pacific Bell January 1996 - May 1997
IBM Global Business Services January 1995 - January 1996
Transamerica/Occidental Life 1973 - 1974
Skills
Financial Services, Business Analysis, Cross-functional Team..., SOA, Project Management, CRM, Strategy, Vendor Management, Program Management, Software Development, Integration, Databases, Scrum, Product Management, Business Intelligence, Analytics, Web Services, Agile Methodologies, Management, Telecommunications, Requirements Analysis, Enterprise Architecture, Software Project..., IT Strategy, Quality Assurance, Enterprise Software, Security, Process Improvement, Project Portfolio..., Agile Project Management, Architecture
Education
Loyola Marymount University, College of Business Administration
MBA, Finance, Marketing
Jessica Wunder, CFP, CRPC Jessica Wunder, CFP, CRPC's Charles Schwab Experience July 2010 - April 2012
Job Wealth Manager at Mclean Asset Management Corp
Industry Financial Services
Experience
McLean Asset Management Corporation May 2012 - Present
Charles Schwab July 2010 - April 2012
Legg Mason (Smith Barney- 2008) April 2002 - March 2009
Education
Loyola College in Maryland 1995 — 1999
BS, International Business
mepham
McLean Asset Management Corporation May 2012 - Present
Charles Schwab July 2010 - April 2012
Legg Mason (Smith Barney- 2008) April 2002 - March 2009
Education
Loyola College in Maryland 1995 — 1999
BS, International Business
mepham
Laura McDowell's Charles Schwab Experience May 2013 - April 2015
Job at
Industry Investment Management
Experience
Charles Schwab Investment Management April 2015 - Present
Charles Schwab May 2013 - April 2015
IndexIQ April 2009 - May 2013
Morgan Stanley June 2007 - April 2009
Education
Manhattanville College 2003 — 2007
Bachelor of Arts (B.A.), International Management and Psychology
Charles Schwab Investment Management April 2015 - Present
Charles Schwab May 2013 - April 2015
IndexIQ April 2009 - May 2013
Morgan Stanley June 2007 - April 2009
Education
Manhattanville College 2003 — 2007
Bachelor of Arts (B.A.), International Management and Psychology
Bethann Nelson Bethann Nelson's Charles Schwab Experience September 2013 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
3Play Media August 2015 - Present
Charles Schwab September 2013 - April 2015
Fidelity Investments October 2011 - April 2013
Vanguard December 2006 - August 2011
Vanguard September 2005 - December 2006
Scottsdale Pension Systems, Inc May 2004 - October 2004
ADP Retitrement Services, Inc. January 2001 - January 2004
John Hancock Financial Services June 2000 - July 2001
John Hancock Financial Services January 1997 - June 2000
John Hancock Financial Services January 1996 - January 1997
Skills
401(k) Plan..., ERISA and DOL Rules and..., Non-Qualified Deferred..., Retirement, Financial Services, CRM, Retirement Planning, Mutual Funds, Customer Service, Relationship Management, Process Improvement, Microsoft Office, Investments, 401k
Education
Maine College of Art
Photography, Fine Arts Photography
3Play Media August 2015 - Present
Charles Schwab September 2013 - April 2015
Fidelity Investments October 2011 - April 2013
Vanguard December 2006 - August 2011
Vanguard September 2005 - December 2006
Scottsdale Pension Systems, Inc May 2004 - October 2004
ADP Retitrement Services, Inc. January 2001 - January 2004
John Hancock Financial Services June 2000 - July 2001
John Hancock Financial Services January 1997 - June 2000
John Hancock Financial Services January 1996 - January 1997
Skills
401(k) Plan..., ERISA and DOL Rules and..., Non-Qualified Deferred..., Retirement, Financial Services, CRM, Retirement Planning, Mutual Funds, Customer Service, Relationship Management, Process Improvement, Microsoft Office, Investments, 401k
Education
Maine College of Art
Photography, Fine Arts Photography
Jovita Villegas Jovita Villegas's Charles Schwab Experience July 2006 - April 2009
Job IT Project Manager / Business Analyst
Industry Information Technology and Services
Experience
Federal Reserve Bank of San Francisco June 2012 - Present
Wells Fargo February 2010 - March 2012
Charles Schwab July 2006 - April 2009
State Compensation Insurance Fund June 2003 - June 2006
Charles Schwab October 1997 - January 2003
United Behavioral Health (United Health Care Group) March 1994 - October 1997
Skills
Process Improvement, Software Project..., Product Management, Risk Management, Business Analysis, Vendor Relations, Quality Assurance, Software Documentation, Scrum, Project Management, Software Development, Disaster Recovery, Data Analysis, Security, Production Support, SQL, Management, Project Planning, Business Intelligence, Testing, MS Project, SDLC
Education
Mapua Institute of Technology 1983 — 1988
B.S., Computer Engineering
Federal Reserve Bank of San Francisco June 2012 - Present
Wells Fargo February 2010 - March 2012
Charles Schwab July 2006 - April 2009
State Compensation Insurance Fund June 2003 - June 2006
Charles Schwab October 1997 - January 2003
United Behavioral Health (United Health Care Group) March 1994 - October 1997
Skills
Process Improvement, Software Project..., Product Management, Risk Management, Business Analysis, Vendor Relations, Quality Assurance, Software Documentation, Scrum, Project Management, Software Development, Disaster Recovery, Data Analysis, Security, Production Support, SQL, Management, Project Planning, Business Intelligence, Testing, MS Project, SDLC
Education
Mapua Institute of Technology 1983 — 1988
B.S., Computer Engineering
Nick Miranda's Charles Schwab Experience March 2015 - Present
Job "Live in the now as you build for tomorrow"
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - March 2015
Enterprise Commercial Trucks July 2012 - September 2014
Skills
Customer Service, Leadership, Microsoft Office, Sales, Management, Teamwork, Marketing, Event Planning
Education
Manchester University 2006 — 2010
Bachelor of Science (B.S.), Psychology
Kankakee Valley High School 2002 — 2006
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - March 2015
Enterprise Commercial Trucks July 2012 - September 2014
Skills
Customer Service, Leadership, Microsoft Office, Sales, Management, Teamwork, Marketing, Event Planning
Education
Manchester University 2006 — 2010
Bachelor of Science (B.S.), Psychology
Kankakee Valley High School 2002 — 2006
Peter D. George, Sr. Peter D. George, Sr.'s Charles Schwab Experience 2001 - 2003
Job Commercial Insurance at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. November 2014 - Present
Aon Risk Solutions January 2012 - October 2014
Casa Bella Appraisals September 2008 - January 2012
Blue Shutters Development March 2004 - January 2012
Charles Schwab 2001 - 2003
Household Credit Services 2000 - 2001
BCI 1999 - 2000
Providian Financial 1995 - 1998
Skills
Property Management, Tax Credits, Historic Preservation, Real Estate Development, Real Estate Investment, Residential, REO, Real Estate Transactions, Landlord, Purchase, Foreclosures, Banking, Investment Properties, Real Estate, Loan Structuring, Residential Homes, Valuation, Financial Structuring, Small Business, Finance, Commercial Real Estate, Contract Negotiation, Investments, Landlords, Management, Risk Management, Strategic Planning, Insurance
Education
University of Missouri-Saint Louis
BS, Business
Loyola University New Orleans
Business Administration and Management, General
Arthur J. Gallagher & Co. November 2014 - Present
Aon Risk Solutions January 2012 - October 2014
Casa Bella Appraisals September 2008 - January 2012
Blue Shutters Development March 2004 - January 2012
Charles Schwab 2001 - 2003
Household Credit Services 2000 - 2001
BCI 1999 - 2000
Providian Financial 1995 - 1998
Skills
Property Management, Tax Credits, Historic Preservation, Real Estate Development, Real Estate Investment, Residential, REO, Real Estate Transactions, Landlord, Purchase, Foreclosures, Banking, Investment Properties, Real Estate, Loan Structuring, Residential Homes, Valuation, Financial Structuring, Small Business, Finance, Commercial Real Estate, Contract Negotiation, Investments, Landlords, Management, Risk Management, Strategic Planning, Insurance
Education
University of Missouri-Saint Louis
BS, Business
Loyola University New Orleans
Business Administration and Management, General
Dayna Peoples Dayna Peoples's Charles Schwab Experience March 2013 - Present
Job
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Private August 2011 - March 2013
Wells Fargo Bank December 2010 - July 2011
sanofi-aventis January 2002 - March 2009
inVentiv Health, US Sales January 1997 - December 2001
Education
McNeese State University
Bachelor of Science (B.S.)
The University of Texas at Austin
Financial Planning Certificate Program
University of Colorado Colorado Springs
n/a
Charles Schwab March 2013 - Present
Private August 2011 - March 2013
Wells Fargo Bank December 2010 - July 2011
sanofi-aventis January 2002 - March 2009
inVentiv Health, US Sales January 1997 - December 2001
Education
McNeese State University
Bachelor of Science (B.S.)
The University of Texas at Austin
Financial Planning Certificate Program
University of Colorado Colorado Springs
n/a
Christopher Luciano's Charles Schwab Experience November 2013 - Present
Job Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
MassMutual Financial Group January 2011 - November 2013
Tri State Area Council Boy Scouts of America July 2009 - December 2010
Central Florida Council Boy Scouts May 2008 - July 2009
Education
Marietta College 2004 — 2008
Bachelor of Arts (B.A.), Finance, General
Charles Schwab November 2013 - Present
MassMutual Financial Group January 2011 - November 2013
Tri State Area Council Boy Scouts of America July 2009 - December 2010
Central Florida Council Boy Scouts May 2008 - July 2009
Education
Marietta College 2004 — 2008
Bachelor of Arts (B.A.), Finance, General
Bimal Kharel's Charles Schwab Experience November 2012 - Present
Job MongoDB Engineer at Electronic Arts (EA)
Industry Information Technology and Services
Experience
Electronic Arts (EA) November 2014 - Present
Charles Schwab November 2012 - Present
Charles Schwab November 2011 - October 2012
Charles Schwab October 2010 - October 2011
Asian Economic Development Association March 2010 - September 2010
Skills
MongoDB, VMware, Virtualization, Hadoop, Python, JavaScript, Data Center, Eclipse, Databases
Education
Metropolitan State University 2008 — 2010
Bachelor's degree, Information Technology
Luther College 1999 — 2001
Bachelor of Arts (B.A.), Computer Science
Budhanilkantha School 1996 — 1998
A-levels, Physical Sciences
Electronic Arts (EA) November 2014 - Present
Charles Schwab November 2012 - Present
Charles Schwab November 2011 - October 2012
Charles Schwab October 2010 - October 2011
Asian Economic Development Association March 2010 - September 2010
Skills
MongoDB, VMware, Virtualization, Hadoop, Python, JavaScript, Data Center, Eclipse, Databases
Education
Metropolitan State University 2008 — 2010
Bachelor's degree, Information Technology
Luther College 1999 — 2001
Bachelor of Arts (B.A.), Computer Science
Budhanilkantha School 1996 — 1998
A-levels, Physical Sciences
Scott Werner's Charles Schwab Experience April 1999 - December 2003
Job Regional Sales Manager at Clark Security Products
Industry Professional Training & Coaching
Experience
Clark Security Products April 2013 - Present
Caddie Master Enterprises March 2004 - April 2013
Charles Schwab April 1999 - December 2003
Clark Security Products May 1994 - November 1998
Skills
Skilled Relationship..., Train New Employees, Mentoring New Hires, Dimensions of..., Outside Sales, Customer Service, Problem Solving, Portfolio Performance..., Strategic Planning, Team Building, Experienced Sales..., Public Speaking, Coaching, Published Author, Sales Operations, Sales, Sales Management, Sales Process, Security, Operations Management, Negotiation, Direct Sales, Management, Access Control, New Business Development
Education
Loyola College in Maryland 1982 — 1985
Bachelor's degree, Mathematics
Overlea Senior High School 1979 — 1982
High School Diploma, Mathematics
Clark Security Products April 2013 - Present
Caddie Master Enterprises March 2004 - April 2013
Charles Schwab April 1999 - December 2003
Clark Security Products May 1994 - November 1998
Skills
Skilled Relationship..., Train New Employees, Mentoring New Hires, Dimensions of..., Outside Sales, Customer Service, Problem Solving, Portfolio Performance..., Strategic Planning, Team Building, Experienced Sales..., Public Speaking, Coaching, Published Author, Sales Operations, Sales, Sales Management, Sales Process, Security, Operations Management, Negotiation, Direct Sales, Management, Access Control, New Business Development
Education
Loyola College in Maryland 1982 — 1985
Bachelor's degree, Mathematics
Overlea Senior High School 1979 — 1982
High School Diploma, Mathematics
Joe Doku, AIF® Joe Doku, AIF®'s Charles Schwab Experience January 2004 - January 2005
Job COO, Plan Sponsor Services, LLC (PSS)
Industry Financial Services
Experience
Plan Sponsor Services, LLC (PSS) April 2009 - Present
TD Ameritrade September 2006 - April 2009
AST Capital Trust January 2005 - September 2006
Charles Schwab January 2004 - January 2005
Metavante July 2002 - January 2004
MFS Investment Management August 1999 - July 2002
Skills
ERISA, 401k, Pensions, Fiduciary, Fiduciary Liability, Retirement Plan..., Employee Benefits, Estate Planning, Securities, Management, Leadership, Financial Advisory, Business Development, Financial Services, Retirement, Retirement Planning, Mutual Funds, FINRA
Education
Plymouth State University 1995 — 1998
Bachelor of Arts, Political Science and History
MRHS
MRHS
Maine Maritime Academy
Plan Sponsor Services, LLC (PSS) April 2009 - Present
TD Ameritrade September 2006 - April 2009
AST Capital Trust January 2005 - September 2006
Charles Schwab January 2004 - January 2005
Metavante July 2002 - January 2004
MFS Investment Management August 1999 - July 2002
Skills
ERISA, 401k, Pensions, Fiduciary, Fiduciary Liability, Retirement Plan..., Employee Benefits, Estate Planning, Securities, Management, Leadership, Financial Advisory, Business Development, Financial Services, Retirement, Retirement Planning, Mutual Funds, FINRA
Education
Plymouth State University 1995 — 1998
Bachelor of Arts, Political Science and History
MRHS
MRHS
Maine Maritime Academy
Margaret Mitra Margaret Mitra's Charles Schwab Experience May 1993 - September 2004
Job Client Relationship Manager at Bloom Asset Management, Inc.
Industry Investment Management
Experience
Bloom Asset Management, Inc. October 2004 - Present
Charles Schwab May 1993 - September 2004
Education
Madonna University
MSA, Business
University of Michigan 1978 — 1982
BS Economics
Bloom Asset Management, Inc. October 2004 - Present
Charles Schwab May 1993 - September 2004
Education
Madonna University
MSA, Business
University of Michigan 1978 — 1982
BS Economics
Dan Offenbach Dan Offenbach's Charles Schwab Experience February 2000 - March 2001
Job Ray's Catering Owner
Industry Food & Beverages
Experience
Ray's Catering 2001 - Present
Charles Schwab February 2000 - March 2001
Skills
Event Management, Event Planning, Food & Beverage, Catering, Menu Development
Education
Marquette University 1995 — 1999
Finance, Finance
Ray's Catering 2001 - Present
Charles Schwab February 2000 - March 2001
Skills
Event Management, Event Planning, Food & Beverage, Catering, Menu Development
Education
Marquette University 1995 — 1999
Finance, Finance
Leonard Tymoszek Leonard Tymoszek's Charles Schwab Experience October 1998 - April 2009
Job Project Administrator/Information CoordinatorCharles Schwab
Industry Financial Services
Experience
Charles Schwab October 1998 - April 2009
Airports Commission-City & County of San Francisco 1998 - 1998
Williams-Sonoma, Inc. 1997 - 1998
Bay Counties District Council of Carpenters 1991 - 1997
Drexel Burnham Lambert 1987 - 1990
Skills
Management, Process Improvement, Vendor Management, Leadership, Risk Management, Budgets, Program Management, Recruiting, SDLC
Education
Macomb Community College 1968 — 1970
Charles Schwab October 1998 - April 2009
Airports Commission-City & County of San Francisco 1998 - 1998
Williams-Sonoma, Inc. 1997 - 1998
Bay Counties District Council of Carpenters 1991 - 1997
Drexel Burnham Lambert 1987 - 1990
Skills
Management, Process Improvement, Vendor Management, Leadership, Risk Management, Budgets, Program Management, Recruiting, SDLC
Education
Macomb Community College 1968 — 1970
Sucheendra Pisale Sucheendra Pisale's Charles Schwab Experience May 2010 - November 2011
Job Sr. Software Consultant
Industry Financial Services
Experience
LPL Financial November 2011 - Present
SunGard Availability Services May 2013 - August 2013
Charles Schwab May 2010 - November 2011
Humana November 2009 - May 2010
CCH, a part of Wolters Kluwer March 2008 - October 2009
Symphony Teleca June 2007 - November 2007
ALJ July 2005 - May 2007
HP Software January 2004 - June 2005
Pacsoft Solutions September 2002 - December 2004
ExcelSoft Systems August 1996 - September 1998
Skills
C#, TFS, .NET, ASP.NET, XAML, MVVM, LINQ, Silverlight, ADO.NET, Entity Framework, Web Services, SOA, Microsoft SQL Server, WF, XML, Agile Methodologies, SDLC, Design Patterns, ASP.NET MVC, CSS3, HTML 5, PL/SQL, Technical Leadership, Team Leadership, CAB, Infragistics, VMware Workstation, Telerik Controls, Unit Testing, Linux, C++, Visio, CCNet, Tortoise SVN, Mobius, SOAP, OOAD, SCSF, CMMI, Perforce, JIRA, DevExpress Controls, XML Spy, Enterprise Library, JavaScript Libraries, Web Applications, WCF Services, WPF Development
Education
Manipal Institute of Technology 1998 — 2002
Bachelor of Engineering, Computer Science
Bapuji Polytechnic 1994 — 1996
Diploma, Computer Software Engineering
LPL Financial November 2011 - Present
SunGard Availability Services May 2013 - August 2013
Charles Schwab May 2010 - November 2011
Humana November 2009 - May 2010
CCH, a part of Wolters Kluwer March 2008 - October 2009
Symphony Teleca June 2007 - November 2007
ALJ July 2005 - May 2007
HP Software January 2004 - June 2005
Pacsoft Solutions September 2002 - December 2004
ExcelSoft Systems August 1996 - September 1998
Skills
C#, TFS, .NET, ASP.NET, XAML, MVVM, LINQ, Silverlight, ADO.NET, Entity Framework, Web Services, SOA, Microsoft SQL Server, WF, XML, Agile Methodologies, SDLC, Design Patterns, ASP.NET MVC, CSS3, HTML 5, PL/SQL, Technical Leadership, Team Leadership, CAB, Infragistics, VMware Workstation, Telerik Controls, Unit Testing, Linux, C++, Visio, CCNet, Tortoise SVN, Mobius, SOAP, OOAD, SCSF, CMMI, Perforce, JIRA, DevExpress Controls, XML Spy, Enterprise Library, JavaScript Libraries, Web Applications, WCF Services, WPF Development
Education
Manipal Institute of Technology 1998 — 2002
Bachelor of Engineering, Computer Science
Bapuji Polytechnic 1994 — 1996
Diploma, Computer Software Engineering
Evan Parry Evan Parry's Charles Schwab Experience April 2014 - Present
Job .
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Morgan Stanley April 2013 - April 2014
AP Brokerage, LLC February 2009 - March 2013
Lanigan and Stack March 2004 - February 2009
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
Charles Schwab April 2014 - Present
Morgan Stanley April 2013 - April 2014
AP Brokerage, LLC February 2009 - March 2013
Lanigan and Stack March 2004 - February 2009
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
Richard Topping, ATS Richard Topping, ATS's Charles Schwab Experience November 1994 - February 2000
Job Green Data Centers Worldwide
Industry Computer & Network Security
Experience
Green Data Centers Worldwide, Inc June 2006 - Present
Lexon Developer Services February 2002 - May 2006
Charles Schwab November 1994 - February 2000
US Army Veteran 1981-1985 (Top Secret SCI Access Clearance) February 1981 - February 1985
Skills
Project Management, Data Center, Management, Business Development, Contract Negotiation, Security, New Business Development, Facilities Management, Program Management, Vendor Management, Strategic Partnerships, Start-ups, Team Building, Leadership, Construction Management, Strategic Planning, Entrepreneurship, Engineering, Sales, Budgets, Operations Management, Sales Management, Business Strategy, Construction, Strategy, Direct Sales, Product Management, Solution Selling, Cloud Computing, SaaS, Networking, Cross-functional Team..., Property Management, Infrastructure, Team Leadership, Procurement, Electricians, HVAC, Product Marketing, Troubleshooting, Contract Management, Commissioning
Education
RSI 1991 — 1992
Technical Certification, HVAC & Electrical Technologies
Maricopa Community Colleges 1988 — 1991
Business Management, 3.5
Green Data Centers Worldwide, Inc June 2006 - Present
Lexon Developer Services February 2002 - May 2006
Charles Schwab November 1994 - February 2000
US Army Veteran 1981-1985 (Top Secret SCI Access Clearance) February 1981 - February 1985
Skills
Project Management, Data Center, Management, Business Development, Contract Negotiation, Security, New Business Development, Facilities Management, Program Management, Vendor Management, Strategic Partnerships, Start-ups, Team Building, Leadership, Construction Management, Strategic Planning, Entrepreneurship, Engineering, Sales, Budgets, Operations Management, Sales Management, Business Strategy, Construction, Strategy, Direct Sales, Product Management, Solution Selling, Cloud Computing, SaaS, Networking, Cross-functional Team..., Property Management, Infrastructure, Team Leadership, Procurement, Electricians, HVAC, Product Marketing, Troubleshooting, Contract Management, Commissioning
Education
RSI 1991 — 1992
Technical Certification, HVAC & Electrical Technologies
Maricopa Community Colleges 1988 — 1991
Business Management, 3.5
Jeffrey Oliphant Jeffrey Oliphant's Charles Schwab Experience November 2000 - September 2004
Job Client Services Team Manager at Accenture, LLP
Industry Information Technology and Services
Experience
Accenture October 2007 - Present
Charles Schwab November 2000 - September 2004
DriveTime August 1998 - November 2000
Norstan Communications 1991 - August 1998
Skills
Change Management, Call Center, Telecommunications, IT Strategy, Outsourcing, Vendor Management, Integration, Business Management, IT Governance, Technology..., Customer Experience, VoIP, IT Operations, Project Management, IT Management, Disaster Recovery, Data Center, Process Improvement, Leadership
Education
Luther College 1981 — 1985
Bachelor of Arts, Management
Accenture October 2007 - Present
Charles Schwab November 2000 - September 2004
DriveTime August 1998 - November 2000
Norstan Communications 1991 - August 1998
Skills
Change Management, Call Center, Telecommunications, IT Strategy, Outsourcing, Vendor Management, Integration, Business Management, IT Governance, Technology..., Customer Experience, VoIP, IT Operations, Project Management, IT Management, Disaster Recovery, Data Center, Process Improvement, Leadership
Education
Luther College 1981 — 1985
Bachelor of Arts, Management
Karim Stabile, CCSA Karim Stabile, CCSA's Charles Schwab Experience December 2013 - Present
Job Sr. Team Manager Bank Oversight Control at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
First Data Corporation April 2011 - November 2013
CoBiz Financial Inc. February 2008 - April 2011
Jefferson Wells April 2000 - February 2002
Sumitomo Bank LTD 1999 - 2000
Citibank 1996 - 1999
Skills
Fluent in Portuguese, Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Internal Controls, Enterprise Risk..., Auditing, AML, Sarbanes-Oxley, Accounting, Corporate Governance, Banking, Governance, Cash Management, Financial Reporting, Business Process..., Management, Financial Risk, Risk Management, Financial Analysis
Education
Manhattan College 1991 — 1995
BA, Economics
Charles Schwab December 2013 - Present
First Data Corporation April 2011 - November 2013
CoBiz Financial Inc. February 2008 - April 2011
Jefferson Wells April 2000 - February 2002
Sumitomo Bank LTD 1999 - 2000
Citibank 1996 - 1999
Skills
Fluent in Portuguese, Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Internal Controls, Enterprise Risk..., Auditing, AML, Sarbanes-Oxley, Accounting, Corporate Governance, Banking, Governance, Cash Management, Financial Reporting, Business Process..., Management, Financial Risk, Risk Management, Financial Analysis
Education
Manhattan College 1991 — 1995
BA, Economics
Russell Lansford's Charles Schwab Experience July 2013 - Present
Job Data Analyst & Database Marketing, SQL Expert
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Lansford Photography January 2002 - Present
Western Union November 2006 - July 2013
ITT Industries September 2004 - May 2006
ICI October 2001 - July 2004
CACI International Inc July 2000 - October 2001
Skills
Databases, Data Warehousing, SQL, Business Analysis, Access, Data Analysis, Visio, Data Modeling, PL/SQL, Visual Basic, Data Mining, Software Documentation, Database Administration, COBOL, Data Management, JavaScript, Database Design, Toad, Testing, Microsoft Excel, Documentation, Excel, HTML, Windows, SAS Programming, R Programming, Unica, SAS EG
Education
McKendree University 1996 — 2000
Bachelor Degree, Computer Science
Charles Schwab July 2013 - Present
Lansford Photography January 2002 - Present
Western Union November 2006 - July 2013
ITT Industries September 2004 - May 2006
ICI October 2001 - July 2004
CACI International Inc July 2000 - October 2001
Skills
Databases, Data Warehousing, SQL, Business Analysis, Access, Data Analysis, Visio, Data Modeling, PL/SQL, Visual Basic, Data Mining, Software Documentation, Database Administration, COBOL, Data Management, JavaScript, Database Design, Toad, Testing, Microsoft Excel, Documentation, Excel, HTML, Windows, SAS Programming, R Programming, Unica, SAS EG
Education
McKendree University 1996 — 2000
Bachelor Degree, Computer Science
Vicki Mueller Vicki Mueller's Charles Schwab Experience 1997 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1997 - April 2015
Charles Schwab 1993 - 1997
Fidelity Investments November 1990 - April 1993
Merrill Lynch 1984 - 1988
Education
Marietta College 1977 — 1981
BA, Management
Barrington High School, Rhode Island
Charles Schwab 1997 - April 2015
Charles Schwab 1993 - 1997
Fidelity Investments November 1990 - April 1993
Merrill Lynch 1984 - 1988
Education
Marietta College 1977 — 1981
BA, Management
Barrington High School, Rhode Island
Shelly Cascio Shelly Cascio's Charles Schwab Experience 1998 - 2004
Job Senior Recruiter at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP October 2014 - Present
Ryan 2013 - 2014
VIP Search Group 2011 - 2013
Financial Additions, Inc. 2005 - 2011
Charles Schwab 1998 - 2004
Skills
Recruiting, Talent Management, Interviews, Mergers & Acquisitions, Business Development, Sarbanes-Oxley Act, Internal Audit, Finance, Tax, Applicant Tracking..., Talent Acquisition, SEC filings, Internet Recruiting, Technical Recruiting, Benefits Negotiation, Executive Search, Cost Accounting, Financial Services, Staffing Services, Sourcing
Education
LSU Shreveport
BS, Human Resources Management
The University of Dallas
MBA
Grant Thornton LLP October 2014 - Present
Ryan 2013 - 2014
VIP Search Group 2011 - 2013
Financial Additions, Inc. 2005 - 2011
Charles Schwab 1998 - 2004
Skills
Recruiting, Talent Management, Interviews, Mergers & Acquisitions, Business Development, Sarbanes-Oxley Act, Internal Audit, Finance, Tax, Applicant Tracking..., Talent Acquisition, SEC filings, Internet Recruiting, Technical Recruiting, Benefits Negotiation, Executive Search, Cost Accounting, Financial Services, Staffing Services, Sourcing
Education
LSU Shreveport
BS, Human Resources Management
The University of Dallas
MBA
Richard M. Bertrand Richard M. Bertrand's Charles Schwab Experience February 2004 - December 2005
Job Experienced Software Engineering Executive
Industry Computer Software
Experience
Bertrand Consulting July 2012 - Present
Union Bank December 2005 - July 2012
Charles Schwab February 2004 - December 2005
ADP / ProBusiness January 2000 - February 2004
Sherpa Corporation August 1995 - October 1999
Hotel Information Systems October 1993 - May 1995
Sierra Geophysics October 1987 - October 1993
Skills
Cloud Computing, Product Management, SaaS, Agile Methodologies, Enterprise Software, Program Management, Software Development, SDLC, SOA, Cross-functional Team..., Scrum, Unix, Web Services, SQL, Web Applications, Software Project..., .NET, Business Intelligence, C#, Java Enterprise Edition, Integration, Enterprise Architecture, Requirements Analysis, Piano Playing, Architecture, Software Engineering, Solution Architecture, IT Strategy, Project Management, Data Center, Agile Project Management, Executive Management, Management, Team Leadership, PMO, IT Management, Vendor Management, Business Process, SharePoint, PMP, E-commerce, Mobile Devices, Project Portfolio..., Microsoft SQL Server, Leadership, Oracle, AJAX, MySQL, Quality Assurance, Strategy
Education
Northwestern University 1973 — 1974
MS CS, Computer Science
Marquette University 1971 — 1973
BS EE, Computer Science
St Norbert College 1969 — 1971
Physics
Bertrand Consulting July 2012 - Present
Union Bank December 2005 - July 2012
Charles Schwab February 2004 - December 2005
ADP / ProBusiness January 2000 - February 2004
Sherpa Corporation August 1995 - October 1999
Hotel Information Systems October 1993 - May 1995
Sierra Geophysics October 1987 - October 1993
Skills
Cloud Computing, Product Management, SaaS, Agile Methodologies, Enterprise Software, Program Management, Software Development, SDLC, SOA, Cross-functional Team..., Scrum, Unix, Web Services, SQL, Web Applications, Software Project..., .NET, Business Intelligence, C#, Java Enterprise Edition, Integration, Enterprise Architecture, Requirements Analysis, Piano Playing, Architecture, Software Engineering, Solution Architecture, IT Strategy, Project Management, Data Center, Agile Project Management, Executive Management, Management, Team Leadership, PMO, IT Management, Vendor Management, Business Process, SharePoint, PMP, E-commerce, Mobile Devices, Project Portfolio..., Microsoft SQL Server, Leadership, Oracle, AJAX, MySQL, Quality Assurance, Strategy
Education
Northwestern University 1973 — 1974
MS CS, Computer Science
Marquette University 1971 — 1973
BS EE, Computer Science
St Norbert College 1969 — 1971
Physics
Saurav Sharma's Charles Schwab Experience October 2011 - May 2012
Job BI & Data Product Management Expert | MBA Candidate University of Chicago,Booth School of Business
Industry Internet
Experience
eBay Inc June 2014 - Present
eBay Inc June 2012 - June 2014
Charles Schwab October 2011 - May 2012
GE Capital Treasury February 2009 - September 2011
Tata Consultancy Services 2008 - 2009
Tata Consultancy Services 2006 - 2008
Skills
Data Warehousing, Requirements Analysis, Project Planning, Software Project..., Agile Methodologies, Scrum, Data Quality, Data Governance, Master Data Management, Reporting & Analysis, Requirements Gathering, IT Strategy, Agile Project Management, Analytics, Big Data, Hadoop, Hive, Business Intelligence, Tableau, Business Objects, Cognos, Teradata, Data Architecture, Data Modeling, ETL, Business Process, Business Analysis, Product Management, SQL, Solution Architecture, Dimensional Modeling, E-commerce, Business Analytics, Data Warehouse..., Informatica, SDLC
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Concentrations in Marketing, Strategy & Enterpreneurship
Malaviya National Insitute of Technology Jaipur 2002 — 2006
Bachelor of Technology, Information Technology
eBay Inc June 2014 - Present
eBay Inc June 2012 - June 2014
Charles Schwab October 2011 - May 2012
GE Capital Treasury February 2009 - September 2011
Tata Consultancy Services 2008 - 2009
Tata Consultancy Services 2006 - 2008
Skills
Data Warehousing, Requirements Analysis, Project Planning, Software Project..., Agile Methodologies, Scrum, Data Quality, Data Governance, Master Data Management, Reporting & Analysis, Requirements Gathering, IT Strategy, Agile Project Management, Analytics, Big Data, Hadoop, Hive, Business Intelligence, Tableau, Business Objects, Cognos, Teradata, Data Architecture, Data Modeling, ETL, Business Process, Business Analysis, Product Management, SQL, Solution Architecture, Dimensional Modeling, E-commerce, Business Analytics, Data Warehouse..., Informatica, SDLC
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Concentrations in Marketing, Strategy & Enterpreneurship
Malaviya National Insitute of Technology Jaipur 2002 — 2006
Bachelor of Technology, Information Technology
Jane Fleckenstein Jane Fleckenstein's Charles Schwab Experience March 2014 - Present
Job Executive Assistant at Charles Schwab
Industry Legal Services
Experience
Charles Schwab March 2014 - Present
Williams-Sonoma, Inc. August 2013 - February 2014
Affymax June 2012 - February 2013
Dolby May 2006 - May 2011
Farella Braun + Martel LLP October 2005 - May 2006
Wulfsberg Reese Colvig & Firstman November 2003 - October 2005
LumiCyte April 2001 - May 2003
Skills
Legal Writing, Intellectual Property, Executive..., Superior Computer Skills, Compliance, Personal Assistant, Contract Management, Licensing, Board of Directors..., Heavy Calendaring, International Travel, Superior organizational..., Management, Time Management, Office Management
Education
Loyola University of Chicago
Ray Vogue College of Design
Charles Schwab March 2014 - Present
Williams-Sonoma, Inc. August 2013 - February 2014
Affymax June 2012 - February 2013
Dolby May 2006 - May 2011
Farella Braun + Martel LLP October 2005 - May 2006
Wulfsberg Reese Colvig & Firstman November 2003 - October 2005
LumiCyte April 2001 - May 2003
Skills
Legal Writing, Intellectual Property, Executive..., Superior Computer Skills, Compliance, Personal Assistant, Contract Management, Licensing, Board of Directors..., Heavy Calendaring, International Travel, Superior organizational..., Management, Time Management, Office Management
Education
Loyola University of Chicago
Ray Vogue College of Design
Kurt Leneis Kurt Leneis's Charles Schwab Experience April 1999 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1999 - Present
Vanguard August 1992 - December 1998
Skills
Series 7, Series 63, Series 24, Mutual Funds, Financial Services, Securities, FINRA, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Series 99, Series 9, Series 10
Education
Lycoming College 1987 — 1991
BA, Economics, Business Admin
Charles Schwab April 1999 - Present
Vanguard August 1992 - December 1998
Skills
Series 7, Series 63, Series 24, Mutual Funds, Financial Services, Securities, FINRA, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Series 99, Series 9, Series 10
Education
Lycoming College 1987 — 1991
BA, Economics, Business Admin
Sanal Gangadharan Sanal Gangadharan's Charles Schwab Experience August 2008 - December 2009
Job at Citadel Investment Group
Industry Computer Software
Experience
Citadel Investment Group December 2009 - Present
Charles Schwab August 2008 - December 2009
Countrywide Securities Corp January 2007 - August 2008
Thomson Financial May 2004 - January 2007
GE Healthcare December 2002 - May 2004
Icope Technologies October 2000 - December 2002
Education
Mangalore University 1997 — 2000
Masters in Computer Applications, Computer applications
Citadel Investment Group December 2009 - Present
Charles Schwab August 2008 - December 2009
Countrywide Securities Corp January 2007 - August 2008
Thomson Financial May 2004 - January 2007
GE Healthcare December 2002 - May 2004
Icope Technologies October 2000 - December 2002
Education
Mangalore University 1997 — 2000
Masters in Computer Applications, Computer applications
Dawn Hoover's Charles Schwab Experience 1993 - 2005
Job Compliance Analyst at Curian Capital
Industry Financial Services
Experience
Curian Capital November 2014 - Present
Charles Schwab 1993 - 2005
Skills
Retirement Planning, Mutual Funds, 401k, Investments, Series 63, Retirement, Wealth Management, Finance, Series 7, Estate Planning, FINRA, Financial Advisory, Asset Management, Financial Services, Series 65, Portfolio Management, Series 6, Securities, Uniform Combined State..., Management, Asset Allocation, 408 (b) (2) specialist, Retirement Plan..., Series 24, Anti Money Laundering
Education
Manchester University 1987 — 1991
BS, AA, Communications and Broadcast Media
Curian Capital November 2014 - Present
Charles Schwab 1993 - 2005
Skills
Retirement Planning, Mutual Funds, 401k, Investments, Series 63, Retirement, Wealth Management, Finance, Series 7, Estate Planning, FINRA, Financial Advisory, Asset Management, Financial Services, Series 65, Portfolio Management, Series 6, Securities, Uniform Combined State..., Management, Asset Allocation, 408 (b) (2) specialist, Retirement Plan..., Series 24, Anti Money Laundering
Education
Manchester University 1987 — 1991
BS, AA, Communications and Broadcast Media
Corinne Wayshak's Charles Schwab Experience June 1999 - February 2001
Job User Experience Professional, Director & Strategist
Industry Design
Experience
Apple Inc. September 2010 - Present
Groovy Goddess April 2004 - Present
Engenewity May 2006 - September 2010
Confoti, Inc. February 2001 - December 2006
Charles Schwab June 1999 - February 2001
Muze Productions May 1993 - February 2001
frog June 1996 - February 1998
Ostara Asset Partners March 1993 - August 1994
Apple Computer, Inc. June 1989 - May 1993
MIT Media Lab June 1986 - May 1989
Skills
User Interface Design, Web Design, Mobile Design, Design Management, Design Leadership, Product Design, Product Management, User Experience, Published Author, Public Speaking, Photography, Film, Interaction Design, Cross-functional Team..., Digital Media, Product Strategy, Entrepreneurship, Management, User Experience Strategy, Mentoring, Leadership, Project Management, Enterprise Software, Visual Design, Strategy, Start-ups, Information Architecture, Business Development, Mobile Applications, User Experience Design, User Interface, User-centered Design, Usability Testing, Human Computer..., User Research, Rapid Prototyping, iPhone, Experience Design, Usability
Education
Massachusetts Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Electrical Engineering
Massachusetts Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Film, Media, & Mass Communications
Malden High School 1984 — 1985
Apple Inc. September 2010 - Present
Groovy Goddess April 2004 - Present
Engenewity May 2006 - September 2010
Confoti, Inc. February 2001 - December 2006
Charles Schwab June 1999 - February 2001
Muze Productions May 1993 - February 2001
frog June 1996 - February 1998
Ostara Asset Partners March 1993 - August 1994
Apple Computer, Inc. June 1989 - May 1993
MIT Media Lab June 1986 - May 1989
Skills
User Interface Design, Web Design, Mobile Design, Design Management, Design Leadership, Product Design, Product Management, User Experience, Published Author, Public Speaking, Photography, Film, Interaction Design, Cross-functional Team..., Digital Media, Product Strategy, Entrepreneurship, Management, User Experience Strategy, Mentoring, Leadership, Project Management, Enterprise Software, Visual Design, Strategy, Start-ups, Information Architecture, Business Development, Mobile Applications, User Experience Design, User Interface, User-centered Design, Usability Testing, Human Computer..., User Research, Rapid Prototyping, iPhone, Experience Design, Usability
Education
Massachusetts Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Electrical Engineering
Massachusetts Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Film, Media, & Mass Communications
Malden High School 1984 — 1985
Roshan Sohanpal Roshan Sohanpal's Charles Schwab Experience February 2008 - March 2013
Job Associate Vice President, Investment Banking Technology
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities April 2013 - January 2014
Charles Schwab February 2008 - March 2013
Freddie Mac August 2003 - December 2007
HCL Technologies May 2001 - August 2003
Skills
Data Warehousing, SDLC, Business Requirements, Business Intelligence, ETL, Requirements Analysis, Teradata, Business Analysis, Teradata SQL, Oracle SQL, OLAP, Relational Databases, Data Analysis, DB2, ETL design and..., Completed Salesforce..., Documentum
Education
University of North Carolina at Greensboro 1999 — 2001
MS, Computer Science
Maharashtra Institute of Technology 1993 — 1998
Bachelor of Engineering (B.E.), Computer Science
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities April 2013 - January 2014
Charles Schwab February 2008 - March 2013
Freddie Mac August 2003 - December 2007
HCL Technologies May 2001 - August 2003
Skills
Data Warehousing, SDLC, Business Requirements, Business Intelligence, ETL, Requirements Analysis, Teradata, Business Analysis, Teradata SQL, Oracle SQL, OLAP, Relational Databases, Data Analysis, DB2, ETL design and..., Completed Salesforce..., Documentum
Education
University of North Carolina at Greensboro 1999 — 2001
MS, Computer Science
Maharashtra Institute of Technology 1993 — 1998
Bachelor of Engineering (B.E.), Computer Science
J.R. Hayes J.R. Hayes's Charles Schwab Experience August 2006 - December 2006
Job Service Delivery Specialist at Financial Engines
Industry Management Consulting
Experience
Financial Engines July 2012 - Present
JPMorgan Chase July 2011 - July 2012
Updike Distribution Logistics LLC November 2010 - January 2011
Vangent, Inc - Contractor November 2009 - October 2010
APEX Systems Inc - Contractor June 2009 - September 2009
West Corporation December 2008 - June 2009
DHL EXPRESS (USA) December 2006 - December 2008
Charles Schwab August 2006 - December 2006
Bank of America February 2006 - June 2006
Bank of America September 2004 - January 2006
Skills
Process Improvement, Visio, Leadership, SharePoint, Management, Business Process, Project Management, SDLC, Integration, Cross-functional Team..., Vendor Management, Customer Service, Team Leadership, Microsoft Excel, Access, IT Service Management, Analysis, Team Building, Operations Management, ITIL, PeopleSoft, Performance Management, Databases, PowerPoint, Microsoft Office, Problem Management, Requirements Analysis, Call Centers, Change Management, Six Sigma, Problem Management,..., IT Management, Requirements Gathering, Program Management, Project Management, Six..., HP Service Desk,..., Excel, Troubleshooting, Business Analysis, PMP, Call Center, MS Project, IT Operations, Siebel, Service Desk, Minitab, Data Analysis, Incident Management, BMC Remedy, Microsoft SQL Server
Education
Marshall University 1994 — 1999
Bachelors, Organizational Communications
Sistersville High School 1987 — 1991
High School Diploma, College Prep
Financial Engines July 2012 - Present
JPMorgan Chase July 2011 - July 2012
Updike Distribution Logistics LLC November 2010 - January 2011
Vangent, Inc - Contractor November 2009 - October 2010
APEX Systems Inc - Contractor June 2009 - September 2009
West Corporation December 2008 - June 2009
DHL EXPRESS (USA) December 2006 - December 2008
Charles Schwab August 2006 - December 2006
Bank of America February 2006 - June 2006
Bank of America September 2004 - January 2006
Skills
Process Improvement, Visio, Leadership, SharePoint, Management, Business Process, Project Management, SDLC, Integration, Cross-functional Team..., Vendor Management, Customer Service, Team Leadership, Microsoft Excel, Access, IT Service Management, Analysis, Team Building, Operations Management, ITIL, PeopleSoft, Performance Management, Databases, PowerPoint, Microsoft Office, Problem Management, Requirements Analysis, Call Centers, Change Management, Six Sigma, Problem Management,..., IT Management, Requirements Gathering, Program Management, Project Management, Six..., HP Service Desk,..., Excel, Troubleshooting, Business Analysis, PMP, Call Center, MS Project, IT Operations, Siebel, Service Desk, Minitab, Data Analysis, Incident Management, BMC Remedy, Microsoft SQL Server
Education
Marshall University 1994 — 1999
Bachelors, Organizational Communications
Sistersville High School 1987 — 1991
High School Diploma, College Prep
Shirley Li's Charles Schwab Experience May 2014 - May 2015
Job Head of Product & Regulatory Affairs at Propel(x)
Industry Venture Capital & Private Equity
Experience
Propel(x) May 2015 - Present
Charles Schwab May 2014 - May 2015
McKinsey & Company November 2013 - April 2014
McKinsey & Company September 2011 - October 2013
Vietnam Investment Group May 2010 - July 2010
J.P. Morgan August 2008 - August 2009
J.P. Morgan July 2006 - August 2008
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Forecasting, Banking, Corporate Finance, Finance, Valuation, Analysis, Financial Analysis, Investment Banking, Investments, Business Strategy, Management, Product Management, Project Team Management, Product Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Business Administration and Management, General
Massachusetts Institute of Technology 2002 — 2006
B.S., Computer Science & Electrical Engineering; Economics
University of Cambridge 2004 — 2005
Electrical Engineering
Harpeth Hall School 1998 — 2002
Beijing Jingshan School 1990 — 1995
Propel(x) May 2015 - Present
Charles Schwab May 2014 - May 2015
McKinsey & Company November 2013 - April 2014
McKinsey & Company September 2011 - October 2013
Vietnam Investment Group May 2010 - July 2010
J.P. Morgan August 2008 - August 2009
J.P. Morgan July 2006 - August 2008
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Forecasting, Banking, Corporate Finance, Finance, Valuation, Analysis, Financial Analysis, Investment Banking, Investments, Business Strategy, Management, Product Management, Project Team Management, Product Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Business Administration and Management, General
Massachusetts Institute of Technology 2002 — 2006
B.S., Computer Science & Electrical Engineering; Economics
University of Cambridge 2004 — 2005
Electrical Engineering
Harpeth Hall School 1998 — 2002
Beijing Jingshan School 1990 — 1995
Keith Hudson's Charles Schwab Experience April 2002 - November 2013
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Fisher Investments May 2014 - November 2014
Charles Schwab, Charles Schwab Bank November 2013 - May 2014
Charles Schwab, Charles Schwab Bank April 2002 - May 2014
Charles Schwab April 2002 - November 2013
eHDMI.com 2008 - 2010
Edward Jones 2000 - April 2002
Edward Jones December 1999 - June 2001
Wealth Advisors 1998 - 1999
International Paper Company January 1996 - September 1996
Skills
Mutual Funds, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Series 7, Finance, Wealth Management, Financial Advisory, Series 63, Salesforce.com, Practice Management, Separately Managed..., Stocks
Education
LSU Shreveport 1995 — 2000
Finance, Business
Mansfield High School
E*TRADE Financial Corporation November 2014 - Present
Fisher Investments May 2014 - November 2014
Charles Schwab, Charles Schwab Bank November 2013 - May 2014
Charles Schwab, Charles Schwab Bank April 2002 - May 2014
Charles Schwab April 2002 - November 2013
eHDMI.com 2008 - 2010
Edward Jones 2000 - April 2002
Edward Jones December 1999 - June 2001
Wealth Advisors 1998 - 1999
International Paper Company January 1996 - September 1996
Skills
Mutual Funds, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Series 7, Finance, Wealth Management, Financial Advisory, Series 63, Salesforce.com, Practice Management, Separately Managed..., Stocks
Education
LSU Shreveport 1995 — 2000
Finance, Business
Mansfield High School
davin Pokoik davin Pokoik's Charles Schwab Experience November 2006 - April 2010
Job Investor
Industry Financial Services
Experience
Self-employed April 2010 - Present
Huntington Street Cafe October 2013 - July 2015
Charles Schwab November 2006 - April 2010
Education
Marist College 1996 — 1998
Bachelor’s Degree, Communications Journalism/ Minor Finance
Self-employed April 2010 - Present
Huntington Street Cafe October 2013 - July 2015
Charles Schwab November 2006 - April 2010
Education
Marist College 1996 — 1998
Bachelor’s Degree, Communications Journalism/ Minor Finance
Nick Meeson's Charles Schwab Experience September 2014 - August 2015
Job Assistant Cross Country Coach at Malone University
Industry Sports
Experience
Canton Charge September 2015 - Present
Malone University August 2014 - Present
Charles Schwab September 2014 - August 2015
Akron RubberDucks January 2014 - September 2014
Education
Malone University 2009 — 2012
Sport Management, Sport Management
Canton Charge September 2015 - Present
Malone University August 2014 - Present
Charles Schwab September 2014 - August 2015
Akron RubberDucks January 2014 - September 2014
Education
Malone University 2009 — 2012
Sport Management, Sport Management
Kyle Christian, CFA Kyle Christian, CFA's Charles Schwab Experience April 2015 - Present
Job Financial Consultant Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Citi November 2013 - April 2015
Citi July 2011 - November 2013
Citi June 2010 - August 2010
Skills
Strategic Planning, Business Process..., Highly detail oriented, Microsoft Excel, Derivatives, Valuation, Fixed Income, Microsoft Word, PowerPoint, Commodity, Oil/Gas, Hedge Funds, Finance, Capital Markets, Equities, Series 7, Series 63, Alternative Investments, Financial Markets, Prime Brokerage, Investment Management, Wealth Management, Asset Allocation, FINRA, Analysis
Education
Loyola University Maryland 2007 — 2011
BBA, Finance Major, Math & Economics Minor, 3.83 Overall GPA
Danish Institute Study Abroad 2009 — 2009
Chaminade High School 2004 — 2007
High School Diploma
Charles Schwab April 2015 - Present
Citi November 2013 - April 2015
Citi July 2011 - November 2013
Citi June 2010 - August 2010
Skills
Strategic Planning, Business Process..., Highly detail oriented, Microsoft Excel, Derivatives, Valuation, Fixed Income, Microsoft Word, PowerPoint, Commodity, Oil/Gas, Hedge Funds, Finance, Capital Markets, Equities, Series 7, Series 63, Alternative Investments, Financial Markets, Prime Brokerage, Investment Management, Wealth Management, Asset Allocation, FINRA, Analysis
Education
Loyola University Maryland 2007 — 2011
BBA, Finance Major, Math & Economics Minor, 3.83 Overall GPA
Danish Institute Study Abroad 2009 — 2009
Chaminade High School 2004 — 2007
High School Diploma
Stacey Velez Stacey Velez's Charles Schwab Experience March 2000 - December 2007
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors January 2009 - Present
Private Equity January 2008 - November 2008
Charles Schwab March 2000 - December 2007
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Asset Management, Investment Management, Investment Strategies, Mutual Funds, Securities, Hedge Funds
Education
Loyola University of Chicago 1996 — 1999
Biology, General
Geneva Advisors January 2009 - Present
Private Equity January 2008 - November 2008
Charles Schwab March 2000 - December 2007
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Asset Management, Investment Management, Investment Strategies, Mutual Funds, Securities, Hedge Funds
Education
Loyola University of Chicago 1996 — 1999
Biology, General
Ramprasad V Ramprasad V's Charles Schwab Experience July 2012 - Present
Job QA Analyst at Infosys Limited/Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2012 - Present
Infosys Ltd/ Charles Schwab April 2011 - June 2012
Infosys/ Charles Schwab December 2007 - October 2011
Skills
Quality Center, Regression Testing, SQL, Functional Testing, QTP, Software Quality..., MS Office Suite, Banking, Requirements Analysis, Business Requirements, Capital Markets, Performance Reporting, Trading Systems, Unix, Mainframe, Test Planning, CA Clarity, End-to-end Testing, TFS, ClearQuest, ClearCase, Distributed Applications, DOC1, HP Exstream, Quality Assurance, HP Quality Center, HP QTP, Manual Testing, Test Cases, User Acceptance Testing, Requirements Gathering, Testing, System Testing, SDLC, Test Management
Education
Madurai Kamaraj University 2004 — 2007
St Britto
Charles Schwab July 2012 - Present
Infosys Ltd/ Charles Schwab April 2011 - June 2012
Infosys/ Charles Schwab December 2007 - October 2011
Skills
Quality Center, Regression Testing, SQL, Functional Testing, QTP, Software Quality..., MS Office Suite, Banking, Requirements Analysis, Business Requirements, Capital Markets, Performance Reporting, Trading Systems, Unix, Mainframe, Test Planning, CA Clarity, End-to-end Testing, TFS, ClearQuest, ClearCase, Distributed Applications, DOC1, HP Exstream, Quality Assurance, HP Quality Center, HP QTP, Manual Testing, Test Cases, User Acceptance Testing, Requirements Gathering, Testing, System Testing, SDLC, Test Management
Education
Madurai Kamaraj University 2004 — 2007
St Britto
Peter Hsu Peter Hsu's Charles Schwab Experience 1999 - 2001
Job Strategic/Decision/Financial/Business Modeling, Planning and Analysis
Industry Financial Services
Experience
_ 2009 - 2012
Visa Inc 2005 - 2009
GreenPoint Mortgage (Capital One) 2003 - 2005
Visa USA 2002 - 2003
Charles Schwab 1999 - 2001
OneSoft 1998 - 1999
Van Dyke and Associates April 1994 - August 1998
Computer Sciences Corp 1989 - 1993
Baham Corporation 1987 - 1989
Skills
Corporate Finance, Project Finance, Business Analysis, Requirements Analysis, Gap Analysis, Metrics Definition, Spreadsheets, Product Development, Product Strategy, Product Planning, Volume Forecasting, Market Share Analysis, Forecasting, Product Management, Program Management, E-commerce
Education
University of California, Berkeley 2002 — 2003
Certificate, Business Transformation Engineering
Loyola University Maryland 1988 — 1992
MBA, Finance
University of Maryland College Park 1982 — 1987
BS, Mechanical Engineering
_ 2009 - 2012
Visa Inc 2005 - 2009
GreenPoint Mortgage (Capital One) 2003 - 2005
Visa USA 2002 - 2003
Charles Schwab 1999 - 2001
OneSoft 1998 - 1999
Van Dyke and Associates April 1994 - August 1998
Computer Sciences Corp 1989 - 1993
Baham Corporation 1987 - 1989
Skills
Corporate Finance, Project Finance, Business Analysis, Requirements Analysis, Gap Analysis, Metrics Definition, Spreadsheets, Product Development, Product Strategy, Product Planning, Volume Forecasting, Market Share Analysis, Forecasting, Product Management, Program Management, E-commerce
Education
University of California, Berkeley 2002 — 2003
Certificate, Business Transformation Engineering
Loyola University Maryland 1988 — 1992
MBA, Finance
University of Maryland College Park 1982 — 1987
BS, Mechanical Engineering
Kathy Sandru's Charles Schwab Experience April 2000 - January 2004
Job Administrative Customer Service Professional Seeking both Virtual and OnSite Opportunities
Industry Information Services
Experience
Self Employed Freelance Consultant January 2012 - December 2013
Fascore, L.L.C. March 2012 - August 2012
Associated Press/ENPS November 2011 - November 2011
oDesk May 2011 - August 2011
Prudential Financial July 2006 - March 2009
MetLife January 2006 - April 2006
Travelers Life & Annuity January 2004 - December 2005
Charles Schwab April 2000 - January 2004
CIGNA Healthcare April 1999 - April 2000
Skills
Outlook, Customer Service, Lotus Notes, Insurance, Microsoft Excel, Data Entry, Customer Satisfaction, Software Documentation, Administrative..., Event Planning, Microsoft Office, Administrative Support, Benefits Administration, PowerPoint, Excel, Access, Documentation, Administration, Windows, Word, Customer Relations, Problem Solving, Research, Call Center, Internet Research, Writing, Spreadsheets, Scheduling, Time Management, Typing, Teamwork, Social Media, Analysis, Negotiation, Social Networking, Sales Support, Human Resources, HOPE
Education
Raritan Valley Community College 2010 — 2011
Paralegal Studies
Manchester Community College 2000 — 2001
Self Employed Freelance Consultant January 2012 - December 2013
Fascore, L.L.C. March 2012 - August 2012
Associated Press/ENPS November 2011 - November 2011
oDesk May 2011 - August 2011
Prudential Financial July 2006 - March 2009
MetLife January 2006 - April 2006
Travelers Life & Annuity January 2004 - December 2005
Charles Schwab April 2000 - January 2004
CIGNA Healthcare April 1999 - April 2000
Skills
Outlook, Customer Service, Lotus Notes, Insurance, Microsoft Excel, Data Entry, Customer Satisfaction, Software Documentation, Administrative..., Event Planning, Microsoft Office, Administrative Support, Benefits Administration, PowerPoint, Excel, Access, Documentation, Administration, Windows, Word, Customer Relations, Problem Solving, Research, Call Center, Internet Research, Writing, Spreadsheets, Scheduling, Time Management, Typing, Teamwork, Social Media, Analysis, Negotiation, Social Networking, Sales Support, Human Resources, HOPE
Education
Raritan Valley Community College 2010 — 2011
Paralegal Studies
Manchester Community College 2000 — 2001
Beau R. Taylor, CIMA® Beau R. Taylor, CIMA®'s Charles Schwab Experience March 1990 - July 1997
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
Darcy Parrish Darcy Parrish's Charles Schwab Experience February 2011 - April 2013
Job Listing Manager at Realty ONE Group
Industry Financial Services
Experience
Realty ONE Group April 2013 - October 2014
Charles Schwab February 2011 - April 2013
University of Phoenix October 2009 - November 2010
FirstBank April 2009 - October 2009
Skills
Real Estate, Sales, Listings, Customer Retention, Marketing, Multiple Listing Service, Office Administration, Banking, Mentoring, Leadership, Customer Service, Analysis
Education
Maricopa Community Colleges 2010 — 2012
Associate's degree, Business Administration
Realty ONE Group April 2013 - October 2014
Charles Schwab February 2011 - April 2013
University of Phoenix October 2009 - November 2010
FirstBank April 2009 - October 2009
Skills
Real Estate, Sales, Listings, Customer Retention, Marketing, Multiple Listing Service, Office Administration, Banking, Mentoring, Leadership, Customer Service, Analysis
Education
Maricopa Community Colleges 2010 — 2012
Associate's degree, Business Administration
David Broderick David Broderick's Charles Schwab Experience February 2007 - August 2011
Job Financial Advisor, Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Cindy Mirkin (Abrahams) Cindy Mirkin (Abrahams)'s Charles Schwab Experience April 2011 - Present
Job Senior Marketing Manager Content and Client Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
Wells Fargo Bank February 2006 - April 2011
Personal Credit Management August 2003 - February 2006
Providian Financial January 1995 - March 2003
Providian Financial March 2000 - February 2003
Providian Financial January 1998 - February 2000
Providian Financial December 1996 - December 1997
Providian Financial March 1996 - November 1996
Providian Financial January 1995 - February 1996
Zacson Corporation January 1992 - January 1994
Skills
Direct Marketing, Marketing Management, Analytics, Market Research, Marketing, Strategy, Project Management, Customer Acquisition, Budgets, Segmentation, Leadership, Management, Database Marketing, Credit Cards, Product Development, Sales, Call Centers, Retail, Market Planning, Contract Negotiation, Multi-channel Marketing, Program Management, Customer Satisfaction, Direct Mail, Data Analysis, Analysis
Education
Loyola University Chicago
Bachelor of Business Administration, Marketing
Charles Schwab April 2011 - Present
Wells Fargo Bank February 2006 - April 2011
Personal Credit Management August 2003 - February 2006
Providian Financial January 1995 - March 2003
Providian Financial March 2000 - February 2003
Providian Financial January 1998 - February 2000
Providian Financial December 1996 - December 1997
Providian Financial March 1996 - November 1996
Providian Financial January 1995 - February 1996
Zacson Corporation January 1992 - January 1994
Skills
Direct Marketing, Marketing Management, Analytics, Market Research, Marketing, Strategy, Project Management, Customer Acquisition, Budgets, Segmentation, Leadership, Management, Database Marketing, Credit Cards, Product Development, Sales, Call Centers, Retail, Market Planning, Contract Negotiation, Multi-channel Marketing, Program Management, Customer Satisfaction, Direct Mail, Data Analysis, Analysis
Education
Loyola University Chicago
Bachelor of Business Administration, Marketing
P Robinson GreatTechTrainer@gmail.com P Robinson GreatTechTrainer@gmail.com's Charles Schwab Experience January 2000 - February 2007
Job Master Trainer
Industry Professional Training & Coaching
Experience
Undisclosed Company, New York, NY January 2011 - Present
Great Training, Inc. November 2008 - Present
Thomson Reuters October 2008 - December 2010
Bethel New Life June 2005 - October 2008
Charles Schwab January 2000 - February 2007
Global Business Communications, Inc. 1999 - 2001
Skills
Learning & Development...
Education
University of Phoenix 2012 — 2014
Masters in Education, Adult Education and Training
Loyola University Chicago 1970 — 1991
1991, Finance and Marketing
Kenwood Academy 1983 — 1987
Undisclosed Company, New York, NY January 2011 - Present
Great Training, Inc. November 2008 - Present
Thomson Reuters October 2008 - December 2010
Bethel New Life June 2005 - October 2008
Charles Schwab January 2000 - February 2007
Global Business Communications, Inc. 1999 - 2001
Skills
Learning & Development...
Education
University of Phoenix 2012 — 2014
Masters in Education, Adult Education and Training
Loyola University Chicago 1970 — 1991
1991, Finance and Marketing
Kenwood Academy 1983 — 1987
Greg Belanger's Charles Schwab Experience August 2014 - Present
Job Managing Director, Security Operations at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2014 - Present
Skills
Data Analysis, Identity Management, Identity Federation, Java, .NET, Higher Education, Oracle HR, Agile Methodologies, Access, RBAC, Siteminder, LDAP, Application Security, SSO, Information Security, CISSP, Enterprise Architecture, PCI DSS, Security, Provisioning, ArcSight, Privacy Law, SSL, Mobile Applications, Security Policy, Information Technology, Active Directory, IT Strategy, SharePoint, Network Security, IT Management, SDLC, Disaster Recovery, Servers, Cloud Computing, Computer Security, Information Security..., Oracle, Vulnerability Management, Penetration Testing, Firewalls, IT Operations, Data Security, IDS, Business Continuity, Virtualization, VMware, ITIL, Vulnerability Assessment, Encryption
Education
Udacity 2011 — 2013
Master of Computer Applications (MCA), Computer and Information Systems Security/Information Assurance
Stanford University 2011 — 2011
Computer Science, Artificial Intelligence, B
University of Indianapolis 1995 — 2000
Master of Business Administration (MBA), Business
Purdue University 1985 — 1988
BA, Political Science
Loyola College 1984 — 1985
English
Charles Schwab August 2014 - Present
Skills
Data Analysis, Identity Management, Identity Federation, Java, .NET, Higher Education, Oracle HR, Agile Methodologies, Access, RBAC, Siteminder, LDAP, Application Security, SSO, Information Security, CISSP, Enterprise Architecture, PCI DSS, Security, Provisioning, ArcSight, Privacy Law, SSL, Mobile Applications, Security Policy, Information Technology, Active Directory, IT Strategy, SharePoint, Network Security, IT Management, SDLC, Disaster Recovery, Servers, Cloud Computing, Computer Security, Information Security..., Oracle, Vulnerability Management, Penetration Testing, Firewalls, IT Operations, Data Security, IDS, Business Continuity, Virtualization, VMware, ITIL, Vulnerability Assessment, Encryption
Education
Udacity 2011 — 2013
Master of Computer Applications (MCA), Computer and Information Systems Security/Information Assurance
Stanford University 2011 — 2011
Computer Science, Artificial Intelligence, B
University of Indianapolis 1995 — 2000
Master of Business Administration (MBA), Business
Purdue University 1985 — 1988
BA, Political Science
Loyola College 1984 — 1985
English
Andres Guzman Andres Guzman's Charles Schwab Experience September 2014 - Present
Job Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Morgan Stanley 2013 - 2014
Madison Street Capital 2010 - 2013
Houlihan Smith and Co., Inc. 2009 - 2010
Macey Chern & Diab / Macey & Chern 2003 - 2009
The Office of the United Nations High Commissioner for Refugees (UNHCR) 2000 - 2001
Skills
Corporate Finance, Mergers & Acquisitions, Debt Restructuring, Wealth Management, Financial Planning, Turnaround Experience, Bankruptcy, Investment Advisory
Education
University of California, Los Angeles 2014 — 2015
Certificate in Personal Financial Planning
The University of Chicago 2007 — 2008
Certificate in Financial Decision Making
Loyola University Chicago 1998 — 2002
Bachelor of Arts (BA), Economics & Philosophy
Syracuse University in Madrid / International Institute of Madrid 2000 — 2001
Visiting Student
US Naval Academy Preparatory School 1997 — 1998
Charles Schwab September 2014 - Present
Morgan Stanley 2013 - 2014
Madison Street Capital 2010 - 2013
Houlihan Smith and Co., Inc. 2009 - 2010
Macey Chern & Diab / Macey & Chern 2003 - 2009
The Office of the United Nations High Commissioner for Refugees (UNHCR) 2000 - 2001
Skills
Corporate Finance, Mergers & Acquisitions, Debt Restructuring, Wealth Management, Financial Planning, Turnaround Experience, Bankruptcy, Investment Advisory
Education
University of California, Los Angeles 2014 — 2015
Certificate in Personal Financial Planning
The University of Chicago 2007 — 2008
Certificate in Financial Decision Making
Loyola University Chicago 1998 — 2002
Bachelor of Arts (BA), Economics & Philosophy
Syracuse University in Madrid / International Institute of Madrid 2000 — 2001
Visiting Student
US Naval Academy Preparatory School 1997 — 1998
Bob Dela Cruz's Charles Schwab Experience January 2008 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2008 - Present
Merrill Lynch October 2004 - December 2007
Media Fusion Inc. January 2002 - October 2004
Education
SUNY Stony Brook 1993 — 1995
BA, Multidisciplinary Studies
McGill University 1991 — 1993
MBA, International Business, Marketing
Charles Schwab January 2008 - Present
Merrill Lynch October 2004 - December 2007
Media Fusion Inc. January 2002 - October 2004
Education
SUNY Stony Brook 1993 — 1995
BA, Multidisciplinary Studies
McGill University 1991 — 1993
MBA, International Business, Marketing
Peggy Chang's Charles Schwab Experience 1996 - 1997
Job CoFounder and CEO at ActivityHero
Industry Internet
Experience
ActivityHero 2012 - Present
Comcate 2009 - May 2012
Sign Up For Camp 2010 - 2012
Twofish 2008 - 2009
Intuit 2003 - 2008
Arzoon 2000 - 2002
Excite@Home 1997 - 2000
Charles Schwab 1996 - 1997
Los Angeles Times 1994 - 1996
Walt Disney Imagineering 1989 - 1992
Skills
Product Management, Customer Research, Product Requirements, Cross-functional Team..., SaaS, Product Strategy, Product Development, Mobile, User Interface Design, Agile, Software Product..., Agile Methodologies, Start-ups, Analytics, Enterprise Software, Mobile Devices, Integration, Competitive Analysis, Management, Strategy, Strategic Partnerships, Leadership
Education
Massachusetts Institute of Technology
B.S., M.S.
Stanford University Graduate School of Business
MBA
ActivityHero 2012 - Present
Comcate 2009 - May 2012
Sign Up For Camp 2010 - 2012
Twofish 2008 - 2009
Intuit 2003 - 2008
Arzoon 2000 - 2002
Excite@Home 1997 - 2000
Charles Schwab 1996 - 1997
Los Angeles Times 1994 - 1996
Walt Disney Imagineering 1989 - 1992
Skills
Product Management, Customer Research, Product Requirements, Cross-functional Team..., SaaS, Product Strategy, Product Development, Mobile, User Interface Design, Agile, Software Product..., Agile Methodologies, Start-ups, Analytics, Enterprise Software, Mobile Devices, Integration, Competitive Analysis, Management, Strategy, Strategic Partnerships, Leadership
Education
Massachusetts Institute of Technology
B.S., M.S.
Stanford University Graduate School of Business
MBA
Karthikeyan V's Charles Schwab Experience April 2009 - April 2010
Job Software Professional
Industry Computer Software
Experience
Thomson Reuters April 2010 - Present
Charles Schwab April 2009 - April 2010
Health Systems Solutions December 2008 - March 2009
UPS April 2007 - November 2008
SHELL INC April 2006 - April 2007
IBM India October 2005 - April 2006
Fasttrack Software services September 2004 - October 2005
Futurenet Technologies India (P) Ltd June 2002 - September 2004
Skills
Agile, Microsoft Technologies, WCF, T-SQL, WPF, SQL Server, XML, .NET, Databases, C#, Software Development, Web Applications, NUnit, CruiseControl, WinForms, WF, SSRS, N-tier, COM, ASP.NET, LINQ, Silverlight, ADO.NET, TFS, Visual Studio, Design Patterns, TDD, ASP, MVC, SSIS, jQuery, Web Services, XAML, VSS, Scrum, Software Design, SQL, OOP, SOA, HTML, Application Development, IIS, Stored Procedures, Infragistics, MSBuild, FxCop, Unit Testing, SQL Server 2000-2008, SOAP, ADO
Education
Madurai Kamaraj University 1998 — 2002
Bachelor of Engineering, Computer science
Thomson Reuters April 2010 - Present
Charles Schwab April 2009 - April 2010
Health Systems Solutions December 2008 - March 2009
UPS April 2007 - November 2008
SHELL INC April 2006 - April 2007
IBM India October 2005 - April 2006
Fasttrack Software services September 2004 - October 2005
Futurenet Technologies India (P) Ltd June 2002 - September 2004
Skills
Agile, Microsoft Technologies, WCF, T-SQL, WPF, SQL Server, XML, .NET, Databases, C#, Software Development, Web Applications, NUnit, CruiseControl, WinForms, WF, SSRS, N-tier, COM, ASP.NET, LINQ, Silverlight, ADO.NET, TFS, Visual Studio, Design Patterns, TDD, ASP, MVC, SSIS, jQuery, Web Services, XAML, VSS, Scrum, Software Design, SQL, OOP, SOA, HTML, Application Development, IIS, Stored Procedures, Infragistics, MSBuild, FxCop, Unit Testing, SQL Server 2000-2008, SOAP, ADO
Education
Madurai Kamaraj University 1998 — 2002
Bachelor of Engineering, Computer science
Shishupal Kumar's Charles Schwab Experience October 2002 - January 2007
Job Staff Software Engineer at @WalmartLabs
Industry Computer Software
Experience
@WalmartLabs October 2012 - Present
IGT January 2007 - November 2012
Charles Schwab October 2002 - January 2007
Wipro October 2001 - January 2007
Credit Suisse October 2001 - October 2002
Texas Instruments August 2000 - March 2001
Skills
Unit Testing, Multithreading, Design Patterns, Agile, ClearCase, Web Services, JDBC, J2EE, Integration Testing, SOAP, XML Schema, Threads, Ant, CruiseControl, Servlets, JUnit, TDD, Weblogic, SOA, Continuous Integration, Spring, XSD, OOP, Object Oriented Design, Server Side, Code Review, JAXB, Struts, Maven, Hudson, JSP, JMS, Eclipse, REST, Tomcat, UML, XPath, Log4j, WSDL, XSLT, Websphere, Hadoop, Scrum, XSL, WSAD, XML, Application Servers, JNDI, EJB, Agile Methodologies
Education
National Institute of Technology Karnataka 1999 — 2001
M.Tech, System Analysis and Computer Application
Mangalore University 1995 — 1999
B.E, Electrical and Electronics
@WalmartLabs October 2012 - Present
IGT January 2007 - November 2012
Charles Schwab October 2002 - January 2007
Wipro October 2001 - January 2007
Credit Suisse October 2001 - October 2002
Texas Instruments August 2000 - March 2001
Skills
Unit Testing, Multithreading, Design Patterns, Agile, ClearCase, Web Services, JDBC, J2EE, Integration Testing, SOAP, XML Schema, Threads, Ant, CruiseControl, Servlets, JUnit, TDD, Weblogic, SOA, Continuous Integration, Spring, XSD, OOP, Object Oriented Design, Server Side, Code Review, JAXB, Struts, Maven, Hudson, JSP, JMS, Eclipse, REST, Tomcat, UML, XPath, Log4j, WSDL, XSLT, Websphere, Hadoop, Scrum, XSL, WSAD, XML, Application Servers, JNDI, EJB, Agile Methodologies
Education
National Institute of Technology Karnataka 1999 — 2001
M.Tech, System Analysis and Computer Application
Mangalore University 1995 — 1999
B.E, Electrical and Electronics
Ron Baakkonen's Charles Schwab Experience September 2011 - Present
Job Managing Director at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab September 2011 - Present
optionsXpress November 2007 - February 2012
Equate Trading May 2006 - November 2007
PEAK6 Investments August 2002 - April 2005
Vhayu Technologies January 2000 - August 2002
Integral Development Corp. August 1996 - January 2000
JP Morgan 1995 - 1996
Swiss Bank Corporation 1993 - 1995
Skills
C++, C#, Java, SQL, Multithreading, OOP, Trading System, Volatility Arbitrage, Team Management, Smalltalk, Option Pricing Models, Technology Architecture, MediaWiki, Options, Equities, Equity Derivatives, Volatility, Product Development, Trading Systems, Electronic Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA
University of California, Berkeley 1984 — 1989
MS, BS
Charles Schwab September 2011 - Present
optionsXpress November 2007 - February 2012
Equate Trading May 2006 - November 2007
PEAK6 Investments August 2002 - April 2005
Vhayu Technologies January 2000 - August 2002
Integral Development Corp. August 1996 - January 2000
JP Morgan 1995 - 1996
Swiss Bank Corporation 1993 - 1995
Skills
C++, C#, Java, SQL, Multithreading, OOP, Trading System, Volatility Arbitrage, Team Management, Smalltalk, Option Pricing Models, Technology Architecture, MediaWiki, Options, Equities, Equity Derivatives, Volatility, Product Development, Trading Systems, Electronic Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA
University of California, Berkeley 1984 — 1989
MS, BS
Christopher Meredith, CAMS's Charles Schwab Experience January 2012 - Present
Job Managing DirectorCompliance at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab January 2012 - Present
Bank of America August 2010 - December 2011
Assent LLC a division of SunGard Trading May 2007 - August 2010
UBS Securities April 2000 - April 2007
Griswold Company Inc. September 1997 - March 2000
Skills
Certified Anti-Money..., AML, Compliance, Banking, Internal Audit, Policy, Trading, Series 7, Series 63, Series 9/10, Series 4, Series 24, Series 55, Financial Services, Securities, Equities, Capital Markets, Investments, Asset Management, OFAC, Options, USA PATRIOT Act, Internal Controls, Equity Trading, Fraud, Financial Markets, Financial Regulation, Proprietary Trading, Investment Advisory, Securities Regulation, Wealth Management, Financial Analysis, Broker-Dealer, KYC
Education
Marylhurst University 2007 — 2009
BS, Business and Leadership
Charles Schwab January 2012 - Present
Bank of America August 2010 - December 2011
Assent LLC a division of SunGard Trading May 2007 - August 2010
UBS Securities April 2000 - April 2007
Griswold Company Inc. September 1997 - March 2000
Skills
Certified Anti-Money..., AML, Compliance, Banking, Internal Audit, Policy, Trading, Series 7, Series 63, Series 9/10, Series 4, Series 24, Series 55, Financial Services, Securities, Equities, Capital Markets, Investments, Asset Management, OFAC, Options, USA PATRIOT Act, Internal Controls, Equity Trading, Fraud, Financial Markets, Financial Regulation, Proprietary Trading, Investment Advisory, Securities Regulation, Wealth Management, Financial Analysis, Broker-Dealer, KYC
Education
Marylhurst University 2007 — 2009
BS, Business and Leadership
Julianne Khouri (Young)'s Charles Schwab Experience 2005 - 2007
Job Full time mom
Industry Education Management
Experience
Charles Schwab 2005 - 2007
Boston Consulting Group 1997 - 2005
Be Free 1999 - 2001
Skills
PPC, Strategy, Analytics, Product Management, Competitive Analysis, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
The University of British Columbia 1993 — 1997
Charles Schwab 2005 - 2007
Boston Consulting Group 1997 - 2005
Be Free 1999 - 2001
Skills
PPC, Strategy, Analytics, Product Management, Competitive Analysis, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
The University of British Columbia 1993 — 1997
Rab Preer's Charles Schwab Experience 1999 - 2002
Job People: The Path To Profit
Industry Human Resources
Experience
Ross Stores, Inc. 2011 - 2013
SCORE 2009 - 2012
Tuff Shed 2008 - 2008
Milgard 2006 - 2008
Maximum Property Management 2003 - 2006
Charles Schwab 1999 - 2002
PrimeStar (Satellite TV) 1998 - 1999
Skills
Employee Relations, Dispute Resolution, Employment Law, Management, Recruiting, Human Resources, Employee Benefits, Process Improvement, Leadership Development, Performance Management, Team Building, Training, Policy, Organizational..., Operations Management, Personnel Management, Analysis, Onboarding, Succession Planning, Employee Training, Workforce Planning, Talent Acquisition, Deferred Compensation, Employee Engagement, Benefits Administration, HRIS, Interviews, Labor Relations, Talent Management, Applicant Tracking...
Education
Massachusetts Institute of Technology
Bachelors, Physics
Yale University
Masters, Education
Ross Stores, Inc. 2011 - 2013
SCORE 2009 - 2012
Tuff Shed 2008 - 2008
Milgard 2006 - 2008
Maximum Property Management 2003 - 2006
Charles Schwab 1999 - 2002
PrimeStar (Satellite TV) 1998 - 1999
Skills
Employee Relations, Dispute Resolution, Employment Law, Management, Recruiting, Human Resources, Employee Benefits, Process Improvement, Leadership Development, Performance Management, Team Building, Training, Policy, Organizational..., Operations Management, Personnel Management, Analysis, Onboarding, Succession Planning, Employee Training, Workforce Planning, Talent Acquisition, Deferred Compensation, Employee Engagement, Benefits Administration, HRIS, Interviews, Labor Relations, Talent Management, Applicant Tracking...
Education
Massachusetts Institute of Technology
Bachelors, Physics
Yale University
Masters, Education
Chuck Sampson's Charles Schwab Experience February 1992 - January 2008
Job Branch Manager, Scottrade
Industry Financial Services
Experience
Scottrade January 2008 - Present
Charles Schwab February 1992 - January 2008
Skills
Series 7, Series 63, Series 8, Portfolio Management, Wealth Management, Employee Training, Team Building, Customer Service, Coaching, Chartered Market...
Education
Lyon College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Lyon College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Scottrade January 2008 - Present
Charles Schwab February 1992 - January 2008
Skills
Series 7, Series 63, Series 8, Portfolio Management, Wealth Management, Employee Training, Team Building, Customer Service, Coaching, Chartered Market...
Education
Lyon College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Lyon College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Paul Sheehan's Charles Schwab Experience January 2000 - October 2002
Job Implementation Project Manager at DHL
Industry Logistics and Supply Chain
Experience
DHL July 2012 - Present
DHL Express August 2009 - June 2012
Unishippers November 2008 - August 2009
DHL Express January 2003 - October 2008
DHL 2003 - 2008
Charles Schwab January 2000 - October 2002
Putnam Investments October 1989 - December 1995
Skills
Business Development, New Business Development, Leadership, Logistics, Sales, Account Management, Negotiation, Human Resources, Contract Negotiation, Supply Chain Management, Operations Management, Professional Mentoring, Strategy, Sales Management, Coaching, Recruiting, Customer Satisfaction, Management, Marketing, Process Improvement, Supply Chain, Training
Education
Loyola Marymount University, College of Business Administration 1982 — 1986
bba, Economics and Finance
DHL July 2012 - Present
DHL Express August 2009 - June 2012
Unishippers November 2008 - August 2009
DHL Express January 2003 - October 2008
DHL 2003 - 2008
Charles Schwab January 2000 - October 2002
Putnam Investments October 1989 - December 1995
Skills
Business Development, New Business Development, Leadership, Logistics, Sales, Account Management, Negotiation, Human Resources, Contract Negotiation, Supply Chain Management, Operations Management, Professional Mentoring, Strategy, Sales Management, Coaching, Recruiting, Customer Satisfaction, Management, Marketing, Process Improvement, Supply Chain, Training
Education
Loyola Marymount University, College of Business Administration 1982 — 1986
bba, Economics and Finance
Katina Porter's Charles Schwab Experience June 2005 - April 2009
Job Business Analyst at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust December 2009 - Present
Charles Schwab June 2005 - April 2009
Charles Schwab September 2000 - January 2005
Charles Schwab November 1995 - September 2000
Financial Network Investment Corp (FNIC) July 1995 - November 1995
Skills
SDLC, Risk Management, Process Improvement, Business Analysis, Waterfall, Financial Services, Banking, Software Project..., Series 7, Project Management, Visio, Relationship Management, Program Management, Change Management, Securities, Requirements Analysis, Management, Business Requirements, Business Process, Training, Business Process..., Finance, Analysis, Requirements Gathering, PMO, SharePoint, Software Documentation, Integration, Agile Methodologies, Product Management, Scrum, Mutual Funds, MS Project
Education
DeVry University 2002 — 2003
Information Technology
Manchester University 1991 — 1995
Bachelors of Arts, Corporate Finance
West Noble High School
Wilmington Trust December 2009 - Present
Charles Schwab June 2005 - April 2009
Charles Schwab September 2000 - January 2005
Charles Schwab November 1995 - September 2000
Financial Network Investment Corp (FNIC) July 1995 - November 1995
Skills
SDLC, Risk Management, Process Improvement, Business Analysis, Waterfall, Financial Services, Banking, Software Project..., Series 7, Project Management, Visio, Relationship Management, Program Management, Change Management, Securities, Requirements Analysis, Management, Business Requirements, Business Process, Training, Business Process..., Finance, Analysis, Requirements Gathering, PMO, SharePoint, Software Documentation, Integration, Agile Methodologies, Product Management, Scrum, Mutual Funds, MS Project
Education
DeVry University 2002 — 2003
Information Technology
Manchester University 1991 — 1995
Bachelors of Arts, Corporate Finance
West Noble High School
Kelly Ballor's Charles Schwab Experience September 1999 - August 2001
Job
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments May 2012 - February 2014
Fifth Third June 2011 - May 2012
Chase Investment Services December 2010 - May 2011
JPMorgan Chase September 2009 - February 2011
District 202 Schools January 2007 - September 2009
2006Arbonne International December 2003 - June 2005
Charles Schwab September 1999 - August 2001
Charles Schwab January 1997 - September 1999
Skills
Marketing, Sales, Project Management, Investments, Customer Service, Portfolio Management, Finance, Direct Sales, Direct Marketing, Networking, Financial Advisory, Management, Entrepreneurship
Education
Marquette University 1991 — 1995
Bachelor of Science
Fidelity Investments February 2014 - Present
Fidelity Investments May 2012 - February 2014
Fifth Third June 2011 - May 2012
Chase Investment Services December 2010 - May 2011
JPMorgan Chase September 2009 - February 2011
District 202 Schools January 2007 - September 2009
2006Arbonne International December 2003 - June 2005
Charles Schwab September 1999 - August 2001
Charles Schwab January 1997 - September 1999
Skills
Marketing, Sales, Project Management, Investments, Customer Service, Portfolio Management, Finance, Direct Sales, Direct Marketing, Networking, Financial Advisory, Management, Entrepreneurship
Education
Marquette University 1991 — 1995
Bachelor of Science
Ankaj Goel's Charles Schwab Experience November 2005 - September 2013
Job Associate QA Team Lead at HealthStream
Industry Information Technology and Services
Experience
HealthStream January 2015 - Present
HealthStream October 2013 - December 2014
Charles Schwab November 2005 - September 2013
Wipro Technologies June 2005 - September 2013
Wipro Technologies June 2005 - November 2005
Skills
SDLC, Test Management, Agile Methodologies, Quality Assurance, Requirements Gathering, Waterfall, Quality Center, Project Planning, Test Planning, Agile, Scrum, Black Box Testing, Test Strategy, Project Estimation, Accessibility, JIRA, User Acceptance Testing, SQL, Testing, Requirements Analysis, HP Quality Center
Education
Manipal Institute of Technology 2001 — 2005
BE, mechanical, 3.8
HealthStream January 2015 - Present
HealthStream October 2013 - December 2014
Charles Schwab November 2005 - September 2013
Wipro Technologies June 2005 - September 2013
Wipro Technologies June 2005 - November 2005
Skills
SDLC, Test Management, Agile Methodologies, Quality Assurance, Requirements Gathering, Waterfall, Quality Center, Project Planning, Test Planning, Agile, Scrum, Black Box Testing, Test Strategy, Project Estimation, Accessibility, JIRA, User Acceptance Testing, SQL, Testing, Requirements Analysis, HP Quality Center
Education
Manipal Institute of Technology 2001 — 2005
BE, mechanical, 3.8
Todd Fiegel's Charles Schwab Experience June 1997 - November 1998
Job Financial Analyst Seeking Opportunity
Industry Banking
Experience
Capital One March 2015 - July 2015
SunTrust Mortgage, Inc. August 2011 - January 2014
Robert Half International October 2008 - March 2011
The McGraw-Hill Companies November 2006 - February 2008
Diamond Sports Training January 2001 - December 2007
American Systems Corporation July 2004 - February 2006
Loudoun County Public Schools January 2000 - July 2004
Charles Schwab June 1997 - November 1998
Professional Baseball June 1991 - April 1997
Rogers & Hardin LLP December 1992 - March 1995
Skills
PeopleSoft, Sales, DCAA, Government Contracting, FAR, Leadership, Process Improvement, Business Analysis, Financial Analysis, Budgets, Training, Analysis
Education
Marymount University 2003 — 2005
MBA, Finance
University of Virginia 1987 — 1993
BS, Electrical Engineering
Capital One March 2015 - July 2015
SunTrust Mortgage, Inc. August 2011 - January 2014
Robert Half International October 2008 - March 2011
The McGraw-Hill Companies November 2006 - February 2008
Diamond Sports Training January 2001 - December 2007
American Systems Corporation July 2004 - February 2006
Loudoun County Public Schools January 2000 - July 2004
Charles Schwab June 1997 - November 1998
Professional Baseball June 1991 - April 1997
Rogers & Hardin LLP December 1992 - March 1995
Skills
PeopleSoft, Sales, DCAA, Government Contracting, FAR, Leadership, Process Improvement, Business Analysis, Financial Analysis, Budgets, Training, Analysis
Education
Marymount University 2003 — 2005
MBA, Finance
University of Virginia 1987 — 1993
BS, Electrical Engineering
Ramakrishnan Venkateswararaja's Charles Schwab Experience 2005 - 2005
Job Database Administrator at Cisco Systems
Industry Banking
Experience
Cisco Systems March 2013 - Present
Wells Fargo 2011 - March 2013
Charles Schwab & Company, Inc. November 2007 - September 2011
Relational Solutions 2006 - 2007
Charles Schwab 2005 - 2005
Ramco Systems 2000 - 2004
Skills
SSIS, DTS, SSRS, ETL, Data Modeling, Data Architecture, Data Warehousing, Stored Procedures, T-SQL, SDLC, SQL Tuning, Sybase
Education
Madurai Kamaraj University 1997 — 2000
Master of Computer Applications (M.C.A.), Computer Science
Cisco Systems March 2013 - Present
Wells Fargo 2011 - March 2013
Charles Schwab & Company, Inc. November 2007 - September 2011
Relational Solutions 2006 - 2007
Charles Schwab 2005 - 2005
Ramco Systems 2000 - 2004
Skills
SSIS, DTS, SSRS, ETL, Data Modeling, Data Architecture, Data Warehousing, Stored Procedures, T-SQL, SDLC, SQL Tuning, Sybase
Education
Madurai Kamaraj University 1997 — 2000
Master of Computer Applications (M.C.A.), Computer Science
Sunny Patpatia's Charles Schwab Experience 1987 - 1992
Job Owner & CEO, Patpatia & Associates
Industry Financial Services
Experience
Patpatia & Associates 1992 - Present
Charles Schwab 1987 - 1992
Union Bank of California 1979 - 1987
Skills
Hedge Funds, Wealth Management, Alternative Investments, Insurance, RIA, Asset Management, Investments, Finance, Retirement, Marketing Strategy, Securities, Mutual Funds, Strategy, Equities, Asset Allocation, Fixed Income, Fixed Annuities, Management, Investment Management, Business Strategy, Asset Managment, Portfolio Management, Investment Strategies, Investment Advisory, Series 7, Financial Services, Financial Risk, Corporate Development, Program Management, Business Intelligence, Strategic Planning, Financial Modeling
Education
McGill University 1971 — 1975
BA, MBA, Management
The Doon School 1962 — 1967
High School
Patpatia & Associates 1992 - Present
Charles Schwab 1987 - 1992
Union Bank of California 1979 - 1987
Skills
Hedge Funds, Wealth Management, Alternative Investments, Insurance, RIA, Asset Management, Investments, Finance, Retirement, Marketing Strategy, Securities, Mutual Funds, Strategy, Equities, Asset Allocation, Fixed Income, Fixed Annuities, Management, Investment Management, Business Strategy, Asset Managment, Portfolio Management, Investment Strategies, Investment Advisory, Series 7, Financial Services, Financial Risk, Corporate Development, Program Management, Business Intelligence, Strategic Planning, Financial Modeling
Education
McGill University 1971 — 1975
BA, MBA, Management
The Doon School 1962 — 1967
High School
Laura Kocik Ronlund's Charles Schwab Experience May 2000 - November 2004
Job Tandem Bagels
Industry Banking
Experience
Tandem Bagels 2013 - Present
US Bank October 2007 - October 2013
US Bank November 2004 - April 2006
Charles Schwab May 2000 - November 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Email Marketing, Direct Marketing, Product Management, Product Marketing, Competitive Analysis
Education
University of St. Thomas 1996 — 2000
Bachelor of Science (B.S.)
Marquette University
Tandem Bagels 2013 - Present
US Bank October 2007 - October 2013
US Bank November 2004 - April 2006
Charles Schwab May 2000 - November 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Email Marketing, Direct Marketing, Product Management, Product Marketing, Competitive Analysis
Education
University of St. Thomas 1996 — 2000
Bachelor of Science (B.S.)
Marquette University
Deborah Meade's Charles Schwab Experience March 2010 - July 2013
Job Office Manager
Industry Marketing and Advertising
Experience
Carbon8 August 2015 - Present
Charles Schwab Investment Management July 2013 - March 2015
Charles Schwab March 2010 - July 2013
Fiserv ISS April 2006 - October 2009
Fiserv Trust Company 2006 - October 2009
Private Capital Management 2005 - 2006
Skills
Financial Services, Banking, Mutual Funds, Management, Investments, Finance, Asset Management
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Colorado Academy 1996 — 2000
Carbon8 August 2015 - Present
Charles Schwab Investment Management July 2013 - March 2015
Charles Schwab March 2010 - July 2013
Fiserv ISS April 2006 - October 2009
Fiserv Trust Company 2006 - October 2009
Private Capital Management 2005 - 2006
Skills
Financial Services, Banking, Mutual Funds, Management, Investments, Finance, Asset Management
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Colorado Academy 1996 — 2000
John Zbesko's Charles Schwab Experience April 2000 - Present
Job Sr. Quantitiative Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2000 - Present
Chicago Investment Analytics 2000 - 2001
The Oak Group 1998 - 2000
Skills
Investments, Mutual Funds, Staff Development, Analysis, Portfolio Optimization, Equity Research, Alternative Investments, Investment Strategies, Asset Allocation, Portfolio Management, Asset Managment, Quantitative Analytics, Financial Modeling, Financial Services, Financial Analysis
Education
The University of Chicago 1981 — 1983
MA, Economics
Massachusetts Institute of Technology 1973 — 1978
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Charles Schwab April 2000 - Present
Chicago Investment Analytics 2000 - 2001
The Oak Group 1998 - 2000
Skills
Investments, Mutual Funds, Staff Development, Analysis, Portfolio Optimization, Equity Research, Alternative Investments, Investment Strategies, Asset Allocation, Portfolio Management, Asset Managment, Quantitative Analytics, Financial Modeling, Financial Services, Financial Analysis
Education
The University of Chicago 1981 — 1983
MA, Economics
Massachusetts Institute of Technology 1973 — 1978
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Bernadette Fine's Charles Schwab Experience July 2005 - December 2006
Job Consultant
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. September 2008 - Present
Comprehensive Software Systems February 2008 - September 2008
Ameriprise Financial September 2007 - December 2007
Matrix Settlement and Clearing Services January 2007 - August 2007
Charles Schwab July 2005 - December 2006
Fifth Third Securities August 2004 - April 2005
Access International Financial Services June 2001 - April 2003
Fiserv Correspondent Services, Inc January 2001 - June 2001
Wall Street Concepts December 1999 - January 2001
Broadridge (formerly ADP/SIS) August 1996 - December 1999
Skills
Securities, Corporate Actions, Financial Services, Mutual Funds, Asset Management, Fixed Income, Equities, Back Office, Portfolio Management, Banking, Options, Investments, Quality Assurance, Business Analysis, Asset Managment, PMO, Requirements Analysis, Requirements Gathering, Business Requirements, Project Management, Software Development, Software Project..., Software Documentation, Regulatory Requirements, Regression Testing, User Acceptance Testing, Agile & Waterfall..., Broker-Dealer, SDLC
Education
Marquette University 1984 — 1988
BS - Business Administration, Specialization in Finance
Financial Industry Technical Services, Inc. September 2008 - Present
Comprehensive Software Systems February 2008 - September 2008
Ameriprise Financial September 2007 - December 2007
Matrix Settlement and Clearing Services January 2007 - August 2007
Charles Schwab July 2005 - December 2006
Fifth Third Securities August 2004 - April 2005
Access International Financial Services June 2001 - April 2003
Fiserv Correspondent Services, Inc January 2001 - June 2001
Wall Street Concepts December 1999 - January 2001
Broadridge (formerly ADP/SIS) August 1996 - December 1999
Skills
Securities, Corporate Actions, Financial Services, Mutual Funds, Asset Management, Fixed Income, Equities, Back Office, Portfolio Management, Banking, Options, Investments, Quality Assurance, Business Analysis, Asset Managment, PMO, Requirements Analysis, Requirements Gathering, Business Requirements, Project Management, Software Development, Software Project..., Software Documentation, Regulatory Requirements, Regression Testing, User Acceptance Testing, Agile & Waterfall..., Broker-Dealer, SDLC
Education
Marquette University 1984 — 1988
BS - Business Administration, Specialization in Finance
John Yovas's Charles Schwab Experience August 2011 - Present
Job Sr. Staff at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2011 - Present
Trust Company of the West ( TCW ) March 2010 - September 2011
E-Z Data, Inc.(EBix Inc) October 2000 - October 2009
Premier Technology Group April 1998 - September 2000
Base Computers August 1996 - March 1998
Skills
SDLC, .NET, Software Development, Integration, Salesforce.com, CRM, Data Conversion, Software Project..., Requirements Analysis, Requirements Gathering, Enterprise Software, Cloud Computing, Web Services, Agile Project Management, C#, SaaS, SQL, XML, Business Intelligence, Enterprise Architecture, Web Applications, Software Design, SOA, C++, Agile Methodologies, Databases, Business Analysis, Java Enterprise Edition
Education
Madurai Kamaraj University 1992 — 1996
Computer Engineering
Charles Schwab August 2011 - Present
Trust Company of the West ( TCW ) March 2010 - September 2011
E-Z Data, Inc.(EBix Inc) October 2000 - October 2009
Premier Technology Group April 1998 - September 2000
Base Computers August 1996 - March 1998
Skills
SDLC, .NET, Software Development, Integration, Salesforce.com, CRM, Data Conversion, Software Project..., Requirements Analysis, Requirements Gathering, Enterprise Software, Cloud Computing, Web Services, Agile Project Management, C#, SaaS, SQL, XML, Business Intelligence, Enterprise Architecture, Web Applications, Software Design, SOA, C++, Agile Methodologies, Databases, Business Analysis, Java Enterprise Edition
Education
Madurai Kamaraj University 1992 — 1996
Computer Engineering
Donna Basil's Charles Schwab Experience 1996 - 1998
Job Proven Project/Program Management Professional Financial Services/Technology
Industry Information Technology and Services
Experience
Blue Shield of California August 2012 - Present
Hovensa 2008 - 2012
Visa (as consultant) 2008 - 2008
Self Employed Sabbatical 2005 - 2007
Intuit 1999 - 2004
Union Bank (as consultant) 1998 - 1999
Bank of America (as consultant) 1998 - 1998
Charles Schwab 1996 - 1998
T. Rowe Price 1990 - 1996
Skills
Problem Solving, Process Improvement, Program Development, Project Management, Business Operations, Experienced Business...
Education
Loyola College in Maryland
MBA, Information Systems / Decision Sciences; Cum Laude
University of Baltimore
B.S., Finance; Magna Cum Laude
Blue Shield of California August 2012 - Present
Hovensa 2008 - 2012
Visa (as consultant) 2008 - 2008
Self Employed Sabbatical 2005 - 2007
Intuit 1999 - 2004
Union Bank (as consultant) 1998 - 1999
Bank of America (as consultant) 1998 - 1998
Charles Schwab 1996 - 1998
T. Rowe Price 1990 - 1996
Skills
Problem Solving, Process Improvement, Program Development, Project Management, Business Operations, Experienced Business...
Education
Loyola College in Maryland
MBA, Information Systems / Decision Sciences; Cum Laude
University of Baltimore
B.S., Finance; Magna Cum Laude
Nancy Szymula's Charles Schwab Experience 1985 - 1997
Job Director Supervisory Officer at UBS Wealth Management
Industry Financial Services
Experience
BMO Harris Financial Advisors June 2006 - September 2012
Northern Trust March 2002 - June 2006
Northern Trust March 2000 - March 2002
Smith Barney 1998 - 2000
Charles Schwab 1985 - 1997
Skills
AML, Wealth Management, Banking, Equities, Advisory
Education
Loyola University of Chicago 1979 — 1983
bba, marketing
BMO Harris Financial Advisors June 2006 - September 2012
Northern Trust March 2002 - June 2006
Northern Trust March 2000 - March 2002
Smith Barney 1998 - 2000
Charles Schwab 1985 - 1997
Skills
AML, Wealth Management, Banking, Equities, Advisory
Education
Loyola University of Chicago 1979 — 1983
bba, marketing
Jeff Border's Charles Schwab Experience 1999 - 2004
Job Southeast Sales Rep for Vespoli USA
Industry Sporting Goods
Experience
Vespoli USA April 2008 - Present
Dynetech August 2004 - April 2008
Charles Schwab 1999 - 2004
Skills
Product Development, Marketing Strategy, Sales, Strategic Planning, New Business Development, Social Media, Project Management, Sales Management, Microsoft Excel, Event Planning, Event Management, Public Speaking, Advertising, Negotiation, Email Marketing, Customer Service, Online Advertising, Account Management, Coaching, Team Building, Business Development, Social Media Marketing, Marketing, Market Research, Marketing Communications
Education
Marietta College 1992 — 1996
Bachelor's degree, Business Management
St. Joeseph's Collegiate Institute 1988 — 1992
Vespoli USA April 2008 - Present
Dynetech August 2004 - April 2008
Charles Schwab 1999 - 2004
Skills
Product Development, Marketing Strategy, Sales, Strategic Planning, New Business Development, Social Media, Project Management, Sales Management, Microsoft Excel, Event Planning, Event Management, Public Speaking, Advertising, Negotiation, Email Marketing, Customer Service, Online Advertising, Account Management, Coaching, Team Building, Business Development, Social Media Marketing, Marketing, Market Research, Marketing Communications
Education
Marietta College 1992 — 1996
Bachelor's degree, Business Management
St. Joeseph's Collegiate Institute 1988 — 1992
Bryan Luedecking's Charles Schwab Experience 2003 - 2005
Job Vice President of Operations at Dearborn Capital Management, LLC
Industry Financial Services
Experience
Dearborn Capital Management, LLC August 2005 - Present
Charles Schwab 2003 - 2005
Education
Loyola University Chicago 1995 — 2000
Dearborn Capital Management, LLC August 2005 - Present
Charles Schwab 2003 - 2005
Education
Loyola University Chicago 1995 — 2000
Ralph Goduco's Charles Schwab Experience 1999 - 2009
Job Software Quality Assurance Analyst Team Lead at Wells Fargo
Industry Computer Software
Experience
Wells Fargo August 2014 - Present
Pacific Gas and Electric Company January 2013 - Present
Wells Fargo Bank February 2010 - December 2012
Charles Schwab 1999 - 2009
Skills
Software Quality..., Testing, Test Planning, SDLC, Quality Assurance, HP Quality Center, Agile Methodologies, Requirements Analysis, Oracle, Databases, Software Project..., Functional Testing
Education
Loyola University Chicago 1986 — 1990
Bachelor's degree (B.S. Biology), Biology/Biological Sciences, General
Wells Fargo August 2014 - Present
Pacific Gas and Electric Company January 2013 - Present
Wells Fargo Bank February 2010 - December 2012
Charles Schwab 1999 - 2009
Skills
Software Quality..., Testing, Test Planning, SDLC, Quality Assurance, HP Quality Center, Agile Methodologies, Requirements Analysis, Oracle, Databases, Software Project..., Functional Testing
Education
Loyola University Chicago 1986 — 1990
Bachelor's degree (B.S. Biology), Biology/Biological Sciences, General
Lakshminarayanan Kadayam's Charles Schwab Experience September 2005 - 2008
Job Development Manager & Architect at Charles Schwab
Industry Financial Services
Experience
Schwab 2008 - Present
Charles Schwab September 2005 - 2008
Charles Schwab September 1999 - 2005
Covansys 1994 - 1999
Skills
SDLC, SOA, Software Project..., Agile Methodologies, Solution Architecture, Enterprise Architecture, Requirements Analysis, Data Warehousing, EAI, Business Intelligence, Web Services, Integration
Education
Madurai Kamaraj University
Engineering, Electronics and Communication
Schwab 2008 - Present
Charles Schwab September 2005 - 2008
Charles Schwab September 1999 - 2005
Covansys 1994 - 1999
Skills
SDLC, SOA, Software Project..., Agile Methodologies, Solution Architecture, Enterprise Architecture, Requirements Analysis, Data Warehousing, EAI, Business Intelligence, Web Services, Integration
Education
Madurai Kamaraj University
Engineering, Electronics and Communication
Sujatha Devamadhavan's Charles Schwab Experience April 2010 - Present
Job at Senior Technical Lead at Charles Scwab
Industry Information Technology and Services
Experience
Charles Schwab April 2010 - Present
FISERVISS April 2008 - December 2009
TransUnion April 2002 - March 2008
LenderLive Network, Inc. 2000 - 2002
Advanced Information Services, Chennai, India 1998 - 1999
Advanced Information Services 1996 - 1999
AIS January 1996 - December 1998
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, WCF, Web Services, SOA
Education
Madurai Kamaraj University 1993 — 1996
MCA, Computer
Charles Schwab April 2010 - Present
FISERVISS April 2008 - December 2009
TransUnion April 2002 - March 2008
LenderLive Network, Inc. 2000 - 2002
Advanced Information Services, Chennai, India 1998 - 1999
Advanced Information Services 1996 - 1999
AIS January 1996 - December 1998
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, WCF, Web Services, SOA
Education
Madurai Kamaraj University 1993 — 1996
MCA, Computer
Christine Estacio Cole's Charles Schwab Experience January 2001 - November 2003
Job Sr Audit Consultant, Independent Risk Monitoring Group at Union Bank
Industry Financial Services
Experience
Union Bank August 2011 - Present
A.G. Edwards & Sons, Inc. 2003 - 2004
Charles Schwab January 2001 - November 2003
Bank of the West 2000 - 2001
The Bank of New York 1997 - 2000
Education
Loyola University Chicago
Union Bank August 2011 - Present
A.G. Edwards & Sons, Inc. 2003 - 2004
Charles Schwab January 2001 - November 2003
Bank of the West 2000 - 2001
The Bank of New York 1997 - 2000
Education
Loyola University Chicago
Carl Skoglin's Charles Schwab Experience October 2011 - Present
Job ManagerPortfolio Consultant Schwab Private Client Investment Advisory Inc.
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
Skills
Certified Financial...
Education
Lynchburg College
Bachelor of Arts (BA), Business Administration
University of Baltimore
Master of Business Administration (M.B.A.)
Charles Schwab October 2011 - Present
Skills
Certified Financial...
Education
Lynchburg College
Bachelor of Arts (BA), Business Administration
University of Baltimore
Master of Business Administration (M.B.A.)
David Donatelli's Charles Schwab Experience February 2007 - February 2009
Job Manager, Recordkeeping Officer at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Bank March 2014 - Present
Randstad Technologies US (formerly Sapphire Technologies) March 2011 - March 2014
Charles Schwab February 2007 - February 2009
Charles Schwab September 2005 - February 2007
Charles Schwab June 2003 - September 2005
Charles Schwab January 1998 - June 2003
Charles Schwab September 1996 - January 1998
Second National Bank of Warren December 1995 - September 1996
FirstMerit Bank August 1992 - December 1995
Sears, Roebuck and Co. August 1989 - October 1994
Skills
Mutual Funds, Retirement Planning, Pensions, Strategic Planning, Leadership
Education
Malone University 2004 — 2005
Bachelor of Arts, Business Management
FirstMerit Bank March 2014 - Present
Randstad Technologies US (formerly Sapphire Technologies) March 2011 - March 2014
Charles Schwab February 2007 - February 2009
Charles Schwab September 2005 - February 2007
Charles Schwab June 2003 - September 2005
Charles Schwab January 1998 - June 2003
Charles Schwab September 1996 - January 1998
Second National Bank of Warren December 1995 - September 1996
FirstMerit Bank August 1992 - December 1995
Sears, Roebuck and Co. August 1989 - October 1994
Skills
Mutual Funds, Retirement Planning, Pensions, Strategic Planning, Leadership
Education
Malone University 2004 — 2005
Bachelor of Arts, Business Management
Mohana Achanta's Charles Schwab Experience 2005 - 2009
Job Sr.QA Lead at Capgemini USA Inc
Industry Computer Software
Experience
Capgemini September 2009 - Present
Wipro Technologies May 2005 - June 2009
Charles Schwab 2005 - 2009
Skills
Quality Center, Test Planning, Quality Assurance, Test Automation, Manual Testing, Software Quality..., Regression Testing, QTP, Test Management, Agile Methodologies, Testing, Test Cases, System Testing, User Acceptance Testing, Guidewire Policy Center..., Mainframe Testing
Education
Madras Christian College
Master of Computer Applications (MCA), Computer Science
Capgemini September 2009 - Present
Wipro Technologies May 2005 - June 2009
Charles Schwab 2005 - 2009
Skills
Quality Center, Test Planning, Quality Assurance, Test Automation, Manual Testing, Software Quality..., Regression Testing, QTP, Test Management, Agile Methodologies, Testing, Test Cases, System Testing, User Acceptance Testing, Guidewire Policy Center..., Mainframe Testing
Education
Madras Christian College
Master of Computer Applications (MCA), Computer Science
Gerald E. O'Hara, CFA's Charles Schwab Experience 2007 - 2008
Job Equity Research at Jefferies
Industry Financial Services
Experience
Jefferies & Company September 2010 - Present
Teacher Retirement System of Texas June 2009 - August 2009
Charles Schwab 2007 - 2008
Managers Investment Group March 2002 - August 2007
Schwab Capital Markets 2000 - 2001
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Equity Research, Bloomberg, Investments, Financial Analysis, Fixed Income, Hedge Funds, Due Diligence, Asset Managment, Investment Management, Capital Markets, Quantitative Analytics, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master of Business Administration, Finance
Lynchburg College 1996 — 2000
BA, Finance
Fairfield High School 1992 — 1996
Jefferies & Company September 2010 - Present
Teacher Retirement System of Texas June 2009 - August 2009
Charles Schwab 2007 - 2008
Managers Investment Group March 2002 - August 2007
Schwab Capital Markets 2000 - 2001
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Equity Research, Bloomberg, Investments, Financial Analysis, Fixed Income, Hedge Funds, Due Diligence, Asset Managment, Investment Management, Capital Markets, Quantitative Analytics, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master of Business Administration, Finance
Lynchburg College 1996 — 2000
BA, Finance
Fairfield High School 1992 — 1996
Matthew Marchese's Charles Schwab Experience September 2015 - Present
Job Vice President Retirement Plan Sales at Charles Schwab & Co., Inc
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
T Rowe Price February 2007 - September 2015
The Hartford December 2005 - February 2007
Lincoln Financial Group December 2003 - December 2005
Lincoln Financial Group December 2000 - December 2003
Skills
Retirement, Series 6, Financial Advisory, Fixed Annuities, 401k, Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Defined Benefit, FINRA, Investments, Retirement Plan..., Uniform Combined State..., Sales Operations, Sales Management, IRAs, Asset Managment, ERISA, Investment Strategies, Qualified Retirement...
Education
McDaniel College 1992 — 1996
BA
Charles Schwab September 2015 - Present
T Rowe Price February 2007 - September 2015
The Hartford December 2005 - February 2007
Lincoln Financial Group December 2003 - December 2005
Lincoln Financial Group December 2000 - December 2003
Skills
Retirement, Series 6, Financial Advisory, Fixed Annuities, 401k, Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Defined Benefit, FINRA, Investments, Retirement Plan..., Uniform Combined State..., Sales Operations, Sales Management, IRAs, Asset Managment, ERISA, Investment Strategies, Qualified Retirement...
Education
McDaniel College 1992 — 1996
BA
Mary Lea Snyder's Charles Schwab Experience November 1999 - Present
Job Project Manager, Media
Industry Financial Services
Experience
Charles Schwab November 1999 - Present
Education
Mary Baldwin College
BA, Art History
Charles Schwab November 1999 - Present
Education
Mary Baldwin College
BA, Art History
Peter Jelacic's Charles Schwab Experience July 1991 - August 2004
Job Senior Wealth Manager SVA Plumb Wealth Management, LLC
Industry Investment Management
Experience
SVA Plumb Wealth Management, LLC March 2010 - Present
NG Wealth Management, Inc. October 2009 - February 2010
Capital Investment Services of America, Inc. November 2004 - March 2009
Charles Schwab July 1991 - August 2004
Education
Marquette University 1982 — 1986
BA, Business Administration
Marquette University High School
SVA Plumb Wealth Management, LLC March 2010 - Present
NG Wealth Management, Inc. October 2009 - February 2010
Capital Investment Services of America, Inc. November 2004 - March 2009
Charles Schwab July 1991 - August 2004
Education
Marquette University 1982 — 1986
BA, Business Administration
Marquette University High School
Lynette Ferrer's Charles Schwab Experience May 2000 - April 2009
Job Independent Consultant, Technical Project Mana
Industry Information Technology and Services
Experience
Wells Fargo July 2013 - December 2014
Wells Fargo July 2013 - December 2014
Wells Fargo August 2009 - December 2012
Charles Schwab May 2000 - April 2009
State Compensation Insurance Fund 1993 - 2000
Mazda North American Operations 1990 - 1992
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Project Management, Agile Methodologies, Program Management, Integration, Process Improvement
Education
City Colleges of Chicago
Associate in Applied Sciences, Data Processing, President's List (4.0/4.0 GPA)
Loyola University Chicago
Bachelor of Business Administration, Public Accounting
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Public Accounting, Graduated Cum Laude
Wells Fargo July 2013 - December 2014
Wells Fargo July 2013 - December 2014
Wells Fargo August 2009 - December 2012
Charles Schwab May 2000 - April 2009
State Compensation Insurance Fund 1993 - 2000
Mazda North American Operations 1990 - 1992
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Project Management, Agile Methodologies, Program Management, Integration, Process Improvement
Education
City Colleges of Chicago
Associate in Applied Sciences, Data Processing, President's List (4.0/4.0 GPA)
Loyola University Chicago
Bachelor of Business Administration, Public Accounting
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Public Accounting, Graduated Cum Laude
Eric Ousley's Charles Schwab Experience June 1999 - June 2009
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
BuckinghamAdvisor August 2011 - Present
Mutual of America September 2009 - November 2011
Charles Schwab June 1999 - June 2009
Skills
Portfolio Management, Wealth Management
Education
Manchester University 1995 — 1999
BS, Business
BuckinghamAdvisor August 2011 - Present
Mutual of America September 2009 - November 2011
Charles Schwab June 1999 - June 2009
Skills
Portfolio Management, Wealth Management
Education
Manchester University 1995 — 1999
BS, Business
Nick Perak's Charles Schwab Experience 2000 - 2005
Job Vice President Hedge Fund Services at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation October 2013 - Present
NYSE Euronext September 2009 - October 2013
JPMorgan Chase April 2009 - September 2009
UBS Investment Bank May 2007 - March 2009
Deutsche Bank November 2005 - May 2007
Charles Schwab 2000 - 2005
The Northern Trust 1999 - 2000
Skills
Equities, Prime Brokerage, Equity Derivatives, Back Office, Financial Reporting, Trading Systems, Portfolio Management, Options, Derivatives, Electronic Trading, Trading, Investment Banking, Bonds, Bloomberg, Hedge Funds, Series 7, Valuation, Equity Trading, FINRA, Capital Markets, Securities, Series 63, Financial Services, FX Options, Alternative Investments, Financial Markets, Fixed Income, Middle Office, Asset Management, ETFs, Market Data, Commodity, Investments, Technical Analysis, Corporate Actions, Proprietary Trading, Hedging, Mutual Funds, Asset Allocation, Investment Management, Trading Strategies, Risk Management, Series 24
Education
Loyola University Chicago 1996 — 1999
BBA, Finance
St. Laurence
Northern Trust Corporation October 2013 - Present
NYSE Euronext September 2009 - October 2013
JPMorgan Chase April 2009 - September 2009
UBS Investment Bank May 2007 - March 2009
Deutsche Bank November 2005 - May 2007
Charles Schwab 2000 - 2005
The Northern Trust 1999 - 2000
Skills
Equities, Prime Brokerage, Equity Derivatives, Back Office, Financial Reporting, Trading Systems, Portfolio Management, Options, Derivatives, Electronic Trading, Trading, Investment Banking, Bonds, Bloomberg, Hedge Funds, Series 7, Valuation, Equity Trading, FINRA, Capital Markets, Securities, Series 63, Financial Services, FX Options, Alternative Investments, Financial Markets, Fixed Income, Middle Office, Asset Management, ETFs, Market Data, Commodity, Investments, Technical Analysis, Corporate Actions, Proprietary Trading, Hedging, Mutual Funds, Asset Allocation, Investment Management, Trading Strategies, Risk Management, Series 24
Education
Loyola University Chicago 1996 — 1999
BBA, Finance
St. Laurence
Bill Quinn's Charles Schwab Experience July 2010 - Present
Job Senior Vice President Treasurer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2010 - Present
Fannie Mae May 2009 - June 2010
Smith Breeden Associates June 1986 - October 2000
Skills
ALM, Interest Rate Risk..., Capital Markets, Hedging, Fixed Income, Derivatives, Asset Management, Portfolio Management, Risk Management, Investments, Asset Managment, Financial Risk, Structured Products, Financial Modeling, Financial Markets, Treasury Management, Credit Risk, Valuation, Structured Finance, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1986
Master of Science, Management
Massachusetts Institute of Technology 1981 — 1985
Bachelor of Science, Management
Charles Schwab July 2010 - Present
Fannie Mae May 2009 - June 2010
Smith Breeden Associates June 1986 - October 2000
Skills
ALM, Interest Rate Risk..., Capital Markets, Hedging, Fixed Income, Derivatives, Asset Management, Portfolio Management, Risk Management, Investments, Asset Managment, Financial Risk, Structured Products, Financial Modeling, Financial Markets, Treasury Management, Credit Risk, Valuation, Structured Finance, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1986
Master of Science, Management
Massachusetts Institute of Technology 1981 — 1985
Bachelor of Science, Management
John Orticelli's Charles Schwab Experience July 2006 - August 2009
Job Private Client Advisor at J.P.Morgan Securities LLC
Industry Financial Services
Experience
J.P.Morgan Securities LLC September 2009 - Present
Charles Schwab July 2006 - August 2009
Chase Investments May 1999 - July 2006
Education
Marquette University 1982 — 1986
BS, Business Administration
J.P.Morgan Securities LLC September 2009 - Present
Charles Schwab July 2006 - August 2009
Chase Investments May 1999 - July 2006
Education
Marquette University 1982 — 1986
BS, Business Administration
Jay Garshaw's Charles Schwab Experience 2010 - 2011
Job Contract Administrator at RCI
Industry Leisure, Travel & Tourism
Experience
STANLEY Security November 2013 - Present
Indianapolis Marriott East 2012 - Present
Charles Schwab 2010 - 2011
Skills
Data Entry, Data Analysis, Bookkeeping, Accounting, Customer Service, Process Improvement, Management, Training, Performance Management, Recruiting, Financial Analysis
Education
Marian College 1997 — 2002
BS, Business Administration, Management and Operations
Marian College 1997 — 2002
Bachelor of Science (BS), Sports Management
STANLEY Security November 2013 - Present
Indianapolis Marriott East 2012 - Present
Charles Schwab 2010 - 2011
Skills
Data Entry, Data Analysis, Bookkeeping, Accounting, Customer Service, Process Improvement, Management, Training, Performance Management, Recruiting, Financial Analysis
Education
Marian College 1997 — 2002
BS, Business Administration, Management and Operations
Marian College 1997 — 2002
Bachelor of Science (BS), Sports Management
Daniel Della Maggiora's Charles Schwab Experience April 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab March 2011 - April 2015
Wells Fargo January 2010 - January 2011
Wells Fargo January 2010 - January 2011
Charles Schwab January 2007 - July 2008
Charles Schwab September 2005 - January 2007
Charles Schwab November 2004 - September 2005
Charles Schwab November 2003 - November 2004
Skills
Banking, Business Analysis, Equities, Requirements Analysis, Series 7, Trading
Education
Lund University 2008 — 2009
MSc, Finance
University of San Francisco 1999 — 2003
BS, Business Administration
Charles Schwab April 2015 - Present
Charles Schwab March 2011 - April 2015
Wells Fargo January 2010 - January 2011
Wells Fargo January 2010 - January 2011
Charles Schwab January 2007 - July 2008
Charles Schwab September 2005 - January 2007
Charles Schwab November 2004 - September 2005
Charles Schwab November 2003 - November 2004
Skills
Banking, Business Analysis, Equities, Requirements Analysis, Series 7, Trading
Education
Lund University 2008 — 2009
MSc, Finance
University of San Francisco 1999 — 2003
BS, Business Administration
DeMika Mayes's Charles Schwab Experience August 2014 - Present
Job Administrative Project Mnagement
Industry Executive Office
Experience
Charles Schwab August 2014 - Present
DaVita SOURCE January 2012 - 2013
CAEL November 2006 - July 2009
Skills
Customer Service, PowerPoint, Data Entry, Microsoft Office, Outlook, Call Centers, Training, Time Management, Microsoft Word, Event Planning, Administration, Microsoft Excel, Team Building, Teamwork, Recruiting, Social Networking, Research, Administrative..., Supervisory Skills, Call Center, Event Management, Administrative..., Office Administration, Windows, Account Management, Social Media Marketing, Invoicing, Customer Satisfaction, Inventory Management, Confidentiality, Project Management, Project Planning
Education
Walden University 2010 — 2015
Bachelors, Psychology
Loyola University of Chicago 2009 — 2009
Social Work
Herzing University 2003 — 2004
Assoicate, Business Administration/Management
Charles Schwab August 2014 - Present
DaVita SOURCE January 2012 - 2013
CAEL November 2006 - July 2009
Skills
Customer Service, PowerPoint, Data Entry, Microsoft Office, Outlook, Call Centers, Training, Time Management, Microsoft Word, Event Planning, Administration, Microsoft Excel, Team Building, Teamwork, Recruiting, Social Networking, Research, Administrative..., Supervisory Skills, Call Center, Event Management, Administrative..., Office Administration, Windows, Account Management, Social Media Marketing, Invoicing, Customer Satisfaction, Inventory Management, Confidentiality, Project Management, Project Planning
Education
Walden University 2010 — 2015
Bachelors, Psychology
Loyola University of Chicago 2009 — 2009
Social Work
Herzing University 2003 — 2004
Assoicate, Business Administration/Management
Barbara Holt's Charles Schwab Experience March 1989 - January 1996
Job Real Estate Professional
Industry Real Estate
Experience
Alain Pinel Realtors April 2014 - Present
Salomon Smith Barney January 1998 - October 1999
Volpe, Brown, Whelan & Co., Inc. January 1996 - June 1997
Charles Schwab March 1989 - January 1996
Skills
Business Development, Business Strategy, Microsoft Office, New Business Development, Marketing Communications, Securities, Public Speaking, Real Estate, Real Estate Transactions, First Time Home Buyers, First Time Sellers, Investment Properties, Single Family Homes, Condos, Buyer Representation, Strategic Planning, Management Consulting, Cross-functional Team..., Project Management, Senior Real Estate, Sales, Customer Service, Management
Education
San Francisco State University 1982 — 1984
Bachelor of Science (B.S.), Marketing
Marietta College
New Canaan High School
Alain Pinel Realtors April 2014 - Present
Salomon Smith Barney January 1998 - October 1999
Volpe, Brown, Whelan & Co., Inc. January 1996 - June 1997
Charles Schwab March 1989 - January 1996
Skills
Business Development, Business Strategy, Microsoft Office, New Business Development, Marketing Communications, Securities, Public Speaking, Real Estate, Real Estate Transactions, First Time Home Buyers, First Time Sellers, Investment Properties, Single Family Homes, Condos, Buyer Representation, Strategic Planning, Management Consulting, Cross-functional Team..., Project Management, Senior Real Estate, Sales, Customer Service, Management
Education
San Francisco State University 1982 — 1984
Bachelor of Science (B.S.), Marketing
Marietta College
New Canaan High School
David Ketter's Charles Schwab Experience June 1997 - March 2010
Job Experienced Financial Industry Professional
Industry Financial Services
Experience
Financial Engines April 2014 - Present
Charles Schwab June 1997 - March 2010
Dean Witter Reynolds 1996 - 1997
DJK Capital Management 1986 - 1996
DST Systems 1988 - 1989
Shearson Lehman Brothers 1987 - 1987
Melvin P Ketter CPA, PC 1982 - 1987
IBM 1982 - 1982
Skills
Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Finance, Relationship Management, Team Building, Accounting, Equities, Securities, Wealth Management, Asset Allocation, Bloomberg, Financial Services, Alternative Investments, Series 7
Education
Marquette University
BA, Economics
Bishop LeBlond High School
Financial Engines April 2014 - Present
Charles Schwab June 1997 - March 2010
Dean Witter Reynolds 1996 - 1997
DJK Capital Management 1986 - 1996
DST Systems 1988 - 1989
Shearson Lehman Brothers 1987 - 1987
Melvin P Ketter CPA, PC 1982 - 1987
IBM 1982 - 1982
Skills
Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Finance, Relationship Management, Team Building, Accounting, Equities, Securities, Wealth Management, Asset Allocation, Bloomberg, Financial Services, Alternative Investments, Series 7
Education
Marquette University
BA, Economics
Bishop LeBlond High School
Helen Sanders's Charles Schwab Experience August 2012 - June 2013
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2013 - Present
Charles Schwab August 2012 - June 2013
Charles Schwab May 2011 - August 2011
HSBC Card Services September 2010 - May 2011
HSBC Card Services May 2010 - September 2010
HSBC Card Services May 2009 - May 2010
HSBC Card Services October 2007 - May 2009
HSBC Card Services November 2006 - October 2007
Lynchburg College September 2005 - May 2006
Education
University of Phoenix 2008 — 2010
Masters, Business Administration
Lynchburg College 2002 — 2006
BA, Sociology emphasis in Criminology, Minor in Mathematics
Fidelity Investments August 2015 - Present
Fidelity Investments June 2013 - Present
Charles Schwab August 2012 - June 2013
Charles Schwab May 2011 - August 2011
HSBC Card Services September 2010 - May 2011
HSBC Card Services May 2010 - September 2010
HSBC Card Services May 2009 - May 2010
HSBC Card Services October 2007 - May 2009
HSBC Card Services November 2006 - October 2007
Lynchburg College September 2005 - May 2006
Education
University of Phoenix 2008 — 2010
Masters, Business Administration
Lynchburg College 2002 — 2006
BA, Sociology emphasis in Criminology, Minor in Mathematics
Catherine MacGregor's Charles Schwab Experience July 2005 - Present
Job Vice President & Associate General Counsel at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2005 - Present
Paul, Hastings, Janofsky & Walker LLP October 1999 - June 2005
AIB Govett, Inc. June 1997 - September 1999
JP Morgan 1993 - 1997
Skills
Investment Advisory, Mutual Funds, ETFs, Investment Companies, Securities Regulation
Education
McGill University 1987 — 1991
MBA, LLB, Business, Law
University of Guelph 1983 — 1987
BA, Management-Economics
Charles Schwab July 2005 - Present
Paul, Hastings, Janofsky & Walker LLP October 1999 - June 2005
AIB Govett, Inc. June 1997 - September 1999
JP Morgan 1993 - 1997
Skills
Investment Advisory, Mutual Funds, ETFs, Investment Companies, Securities Regulation
Education
McGill University 1987 — 1991
MBA, LLB, Business, Law
University of Guelph 1983 — 1987
BA, Management-Economics
Hugh Duggan's Charles Schwab Experience April 1991 - July 2000
Job Sales at Dependable Solar Products
Industry Real Estate
Experience
SolarCity April 2012 - Present
Real Estate Temps August 2001 - April 2012
charles schwab April 1991 - July 2000
Skills
Selling, New Home Sales
Education
Marquette University
SolarCity April 2012 - Present
Real Estate Temps August 2001 - April 2012
charles schwab April 1991 - July 2000
Skills
Selling, New Home Sales
Education
Marquette University
Denice Primeau's Charles Schwab Experience March 2015 - Present
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - March 2015
WellPoint April 2013 - August 2014
Curian Capital February 2012 - February 2013
Blue Cross and Blue Shield, (IL, NM, OK, TX) July 2007 - December 2011
Morningstar March 2000 - August 2006
Arnold Worldwide 1998 - 1999
Leo Burnett 1984 - 1998
Skills
Product Management, Competitive Analysis, Consumer Healthcare, Consumer Marketing, Direct Marketing, Financial Services, Integrated Brand..., Market Analysis, Marketing..., Marketing Strategy, Media Buying, Media Planning, Microsoft Office, Online Advertising, Presentations, Product Development, Project Management, Project Planning, Search Advertising, Strategic Planning, Web site product..., Marketing, Cross-functional Team...
Education
Loyola University of Chicago
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Advertising
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - March 2015
WellPoint April 2013 - August 2014
Curian Capital February 2012 - February 2013
Blue Cross and Blue Shield, (IL, NM, OK, TX) July 2007 - December 2011
Morningstar March 2000 - August 2006
Arnold Worldwide 1998 - 1999
Leo Burnett 1984 - 1998
Skills
Product Management, Competitive Analysis, Consumer Healthcare, Consumer Marketing, Direct Marketing, Financial Services, Integrated Brand..., Market Analysis, Marketing..., Marketing Strategy, Media Buying, Media Planning, Microsoft Office, Online Advertising, Presentations, Product Development, Project Management, Project Planning, Search Advertising, Strategic Planning, Web site product..., Marketing, Cross-functional Team...
Education
Loyola University of Chicago
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Advertising
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank