Charles Schwab

Industry: Financial services company

Description

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

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

Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.

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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
Evan Ovalle Evan Ovalle Gilbert, Arizona Details
Evan Ovalle's Charles Schwab Experience August 2012 - Present
Job Software Applications Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2012 - Present
Charles Schwab   August 2010 - August 2012
Charles Schwab   August 2009 - August 2010
Bank of America  April 2008 - June 2009
Wells Fargo  August 2007 - April 2008

Skills
ASP.NET, SQL, Agile Methodologies, C#, Microsoft SQL Server, Scrum, XML, .NET, HTML, Visual Studio, CSS, JavaScript, jQuery, SSIS, SOAP, jQuery UI, REST, ASP.NET MVC, Java, Design Paterns, Web Services, SDLC, Requirements Analysis, Software Development

Education
University of Phoenix   2009 — 2012
Bachelor of Science Information Technology (B.S.I.T), Computer Software Engineering, 3.89

Mesa Community College   2004 — 2006
Associate of Science (A.S.), Recording Arts Technology/Technician

Justin Bobrick Justin Bobrick Greater Denver Area Details
Justin Bobrick's Charles Schwab Experience September 2014 - Present
Job Fixed income liaison/trade support
Industry Financial Services
Experience
Charles Schwab   September 2014 - Present
Charles Schwab   August 2008 - September 2014
Charles Schwab   May 2007 - August 2008
OfficeMax  January 2006 - May 2007
Ultimate Electronics  January 2004 - January 2006

Skills
Sales, Customer Service, Fixed Income, Investments, Mutual Funds, Bonds, Logistics, Options, Team Building, Retail, P, Inventory Management, Training, Operations Management, Coaching, Inventory Control, Store Management, Microsoft Office, Hiring, Account Management, Competitive Analysis, Customer Satisfaction, Employee Training, Forecasting, Income Statement, Leadership, Management, Merchandising, New Business Development, Performance Management, Sales Management, Sales Operations, Team Leadership, Time Management

Education
University of Phoenix   2006 — 2008
BSBM, Business Management

Metropolitan State College of Denver   2000 — 2003
Business, Business, Management, Marketing, and Related Support Services

Scott Kastroll Scott Kastroll Denver, Colorado Details
Scott Kastroll's Charles Schwab Experience June 1999 - October 2001
Job Field Technician at Friendly Computers
Industry Information Technology and Services
Experience
Acme Distribution  July 2014 - Present
Friendly Computers  December 2013 - May 2014
LCR Enterprises, Inc   October 2006 - July 2013
US Navy Reserve  April 2003 - April 2011
Dynamics Research Corporation  January 2004 - September 2006
Charles Schwab   June 1999 - October 2001

Skills
Salesforce.com, Sales Operations, Customer Service, New Business Development, Leadership, Broadband, Customer Satisfaction, Training, Business Development, Stage Management, Oral & Written..., BMC Remedy

Education
Metropolitan State University of Denver
BFA, Technical Theatre/Theatre Design and Technology

Jake Carris Jake Carris Windermere, Florida Details
Jake Carris's Charles Schwab Experience October 2010 - March 2013
Job Financial Consultant at Tim Looney Investments, LLC
Industry Investment Management
Experience
Tim Looney Investments, LLC   April 2013 - Present
Charles Schwab   October 2010 - March 2013

Skills
Portfolio Management, Investment Management, Retirement Planning, Chartered Financial..., Certified Financial..., High Net Worth..., Financial Analysis, Personal Budgeting, College Savings Plans

Education
University of Florida   2003 — 2005
Bachelor of Science (BS), Business Administration with Concentration in Finance

Mercer University   2001 — 2003

Dr. Phillips High School

Deanna Beeby Deanna Beeby Milford, Connecticut Details
Deanna Beeby's Charles Schwab Experience February 2000 - December 2001
Job Senior Project Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  September 2009 - Present
Prudential Financial  August 2005 - September 2009
Prudential Financial  December 2003 - August 2005
Prudential Financial , America Skandia   December 2001 - December 2003
Charles Schwab   February 2000 - December 2001

Skills
PMP, PMO, SDLC, Project Portfolio..., Business Analysis, Project Delivery, Vendor Management, Requirements Analysis, Risk Management, Program Management, Business Requirements, Stakeholder Management, Project Management, Process Improvement, MS Project

Education
UNIVERSITY OF PHOENIX, Denver, CO, CO, USA   2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General

Metropolitan State University of Denver   1992 — 1997
Bachelor's degree, Social Sciences

Alisa Fielding Alisa Fielding Greater Denver Area Details
Alisa Fielding's Charles Schwab Experience October 2007 - August 2008
Job MBA in Finance
Industry Accounting
Experience
University of Denver  September 2011 - September 2013
nanoComposix  May 2009 - August 2011
Merrill Lynch  September 2008 - February 2009
Charles Schwab   October 2007 - August 2008
Collect America  May 2005 - August 2007

Skills
Financial Analysis, Investments, Leadership, Financial Modeling, Portfolio Management, Strategic Planning, Bookkeeping, Bank Reconciliation, Financial Statement..., Accounts Payable &..., Journal Entries, QuickBooks, Financial Reporting, Monthly Closing, Accruals, Payroll, Depreciation, Internal Controls

Education
University of Denver - Daniels College of Business   2011 — 2013
MBA, Finance

University of California, San Diego   2009 — 2010
Certificate, Accounting

Metropolitan State College of Denver   2003 — 2007
B.S., Finance

Financial Industry Regulatory Authority (FINRA)
Series 7, 63, 66, Finance

AJ Cope AJ Cope Clearwater, Florida Details
AJ Cope's Charles Schwab Experience February 1999 - February 2002
Job SAT Content Adminstrator at AmeriLife Group LLC
Industry Insurance
Experience
AmeriLife Group LLC  May 2013 - Present
Unkefer & Associates, Inc   February 2007 - May 2013
Oxford Life Insurance  March 2002 - February 2007
Charles Schwab   February 1999 - February 2002
Cobre Tire   April 1997 - January 1999
US Army  July 1991 - November 1993

Skills
Live Video Streaming, Video Editing, Video Production, Audio Editing, Green Screen Keying, iPad, Fixed Annuities, Insurance, Life Insurance, Marketing, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Medicare, ExactTarget, Cycling, Universal Life, Email Marketing, Health Insurance, 401k, Long Term Care Insurance, Estate Planning, Long-term Care, Web Design, Financial Planners, Public Speaking, Fishing, Sea Kayaking, Brewing, Financial Planning

Education
Los Alamos High School   1987 — 1991

Mesa Community College
Internet/Intranet Web Development

Kamilah McCrae Kamilah McCrae Atlanta, Georgia Details
Kamilah McCrae's Charles Schwab Experience January 2008 - Present
Job Event Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2008 - Present
MeetingAdvice / USMotivation Meeting Services   2006 - January 2008
MeetingAdvice / USMotivation Meeting Services   October 2000 - 2006

Skills
Event Management, Event Planning, Management

Education
Mercer University
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership

James Stout James Stout Tempe, Arizona Details
James Stout's Charles Schwab Experience June 2014 - Present
Job Backup and Recovery Admin at Charles Schwab & Co., Inc
Industry Information Technology and Services
Experience
Charles Schwab   June 2014 - Present
Charles Schwab & Co., Inc   June 1999 - May 2014
US Army  August 1992 - May 1999

Skills
Disaster Recovery, AIX, SDLC, Data Center, Unix, Solaris, Enterprise Architecture, ITIL, Linux, Servers, VMware, High Availability, Red Hat Linux

Education
Mesa Community College   2002 — 2004
Information Technology

Junichi Arakawa Junichi Arakawa Greater Denver Area Details
Junichi Arakawa's Charles Schwab Experience June 2011 - July 2013
Job Software Configuration Manager at DaVita Kidney Care
Industry Computer Software
Experience
DaVita Kidney Care  February 2015 - Present
Pixel Art Photography   June 1999 - Present
SLS  September 2013 - November 2014
Charles Schwab   June 2011 - July 2013
Cricket Communications  February 2010 - May 2011
Dish Network  September 2008 - February 2010
Pitney Bowes  March 2002 - March 2008

Skills
C++, Java, Perl, Weblogic, TIBCO Business Studio, Linux, Automation, BMC Remedy, BladeLogic, CVS, Subversion, ClearCase, TFS, Microsoft SQL Server, Splunk, Wily Introscope, F5 BigIP, SDLC, Software Configuration..., JavaScript, Web Services, Windows, Operating Systems, Solaris, Visual Basic, Eclipse, SOA, Agile Methodologies, Cloud Computing, BMC Patrol, Software Project..., System Administration, Software Development, Software Engineering, Ant, C#, Git, Release Management, Databases, .NET, Continuous Integration, Performance Tuning, Quality Assurance, Visual Studio, SQL, Unix, SaaS, CSS, Testing, Test Planning

Education
Metropolitan State College of Denver

Margi Finch Margi Finch Austin, Texas Area Details
Margi Finch's Charles Schwab Experience March 2013 - April 2014
Job Developer of human talent, motivator, adult learning professional, and a ball of fun.
Industry E-Learning
Experience
Independent Consultant  May 2014 - Present
MicroAssist  May 2014 - Present
Charles Schwab   March 2013 - April 2014
Charles Schwab   January 2011 - March 2013
Charles Schwab   December 2006 - January 2011
New Horizons CLC  October 2000 - December 2006
ServiceMagic  January 2005 - March 2006

Skills
Instructional Design, Training, E-Learning, Project Management, Captivate, Program Management, Instructor-led Training, Blended Learning, Microsoft Office, Workshop Facilitation, Hands-on Training, Adult Education, Writing, Copy Editing, Text Editing, Editing, English grammar, Spelling, Microsoft Excel, Microsoft Word, PowerPoint, Dreamweaver, Public Speaking, Written & Oral..., Communication

Education
University of Colorado Denver   2006 — 2008
MA, Information and Learning Technologies, GPA 4.0

Metropolitan State University of Denver   1997 — 2000
BA, Political Science and Sociology

Evin Moore Evin Moore Greater Denver Area Details
Evin Moore's Charles Schwab Experience July 2015 - Present
Job Manager Business Consulting Services at Charles Schwab
Industry Nonprofit Organization Management
Experience
Charles Schwab   July 2015 - Present
Burning Through Pages   March 2011 - Present
Charles Schwab   November 2009 - Present

Skills
Leadership, Marketing, Nonprofits, Sales, Stock Trading, Direct Sales, Customer Service, Customer Satisfaction, Budgets, Business Analysis, Management, Event Planning, Social Media Marketing, Start-ups, Nonprofit Leadership, Public Speaking, Series 7, Series 63, Training, Human Resources, Project Management, Team Building, Coaching

Education
Metropolitan State College of Denver   2003 — 2008
BA, Philosophy

Jason Mendoza Jason Mendoza Phoenix, Arizona Details
Jason Mendoza's Charles Schwab Experience January 2013 - October 2013
Job MCC EMT/Firefighter Program
Industry Public Safety
Experience
GoDaddy  October 2013 - Present
Charles Schwab   January 2013 - October 2013
Self Medicated Clothing   October 2009 - October 2011
Bank of America  March 2008 - July 2010
JP Morgan Chase  June 2005 - January 2008

Skills
Entrepreneurship, Sales, Credit, Banking, Apparel, Fraud, Coaching, Small Business, Strategic Planning, Team Building, Public Speaking, Leadership, Start-ups, Marketing, Management, Customer Service

Education
Mesa Community College   2010 — 2014
Associate's Degree, Applied Sciences

Patrick M. Yeager, PMP Patrick M. Yeager, PMP Greater Denver Area Details
Patrick M. Yeager, PMP's Charles Schwab Experience July 2008 - December 2008
Job Director Technical Services, Program Manager, Senior Project Manager
Industry Information Technology and Services
Experience
McKesson, Enterprise Information Solutions  November 2009 - April 2015
McKesson Provider Technologies  November 2009 - January 2012
Stargate Charter School K-12   October 2008 - May 2011
The Reed Group  January 2009 - November 2009
Charles Schwab   July 2008 - December 2008
Mortgage Cadence  December 2007 - May 2008
ZOLL Data Systems  March 2006 - August 2007
Apartment Investment and Management Company  January 1999 - January 2006
Apartment Investment and Management Company  January 1997 - January 1999
Wellsford Residential Property Trust   January 1994 - January 1997

Skills
SDLC, Technical Leadership, Project Management, Strategic Planning, Software Development, Microsoft SQL Server, Cross-functional Team..., Process Improvement, PMP, Program Management, Project Planning, MS Project, Integration, Software Project..., PMO, Agile Methodologies, Scrum, Quality Assurance, Six Sigma, Project Delivery, Visio, Business Analysis, Analysis, Vendor Management, Requirements Analysis, Management, ERP, Unix, Leadership, Business Process..., Business Process, Oracle, Project Portfolio..., Business Intelligence, CRM, Enterprise Software, Requirements Gathering, Systems Analysis, Software Implementation, Databases, Budgets, Data Center, Change Management, Resource Management, Software Documentation, SharePoint, Training, Product Management, SQL, Testing

Education
Regis University College for Professional Studies, School of Management   2005 — 2007
Master of Business Administration (M.B.A.), Business/Commerce, General

Metropolitan State University of Denver   1997 — 2001
B.S., Computer Information Systems

International Institute for Learning,
Certificate, The Kerzner Approach to Project Management Excellence

International Institute for Learning
Certificate, Project Management for Information Technology Professionals

Max Flores Max Flores Greater Denver Area Details
Max Flores's Charles Schwab Experience April 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
Charles Schwab   April 2015 - Present
Charles Schwab   November 2013 - Present
Waste Management  April 2011 - November 2013
Great-West Financial  November 2010 - April 2011
Citi  April 2009 - November 2010
OppenheimerFunds  March 2008 - April 2009

Skills
Recycling, Waste Management, Waste, Account Management, Sales Management, Customer Service, Salesforce.com, Microsoft Excel, Microsoft Office, B2B, Financial Analysis, Market Research, Contract Negotiation, Forecasting, Cold Calling, Finance, Accounts Receivable, Insurance, Risk Management, Sales Process, Sales, Banking, Investments, Cash Management, Mutual Funds, Securities, Series 7, Call Centers, Financial Services, Investment Strategies, 401k, Trading, Equities, Series 63, Bonds, Portfolio Management

Education
Metropolitan State University of Denver
Finance

Danny Pease Danny Pease Berkeley, California Details
Danny Pease's Charles Schwab Experience June 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2014 - Present
De La Salle High School  November 2003 - Present
Charles Schwab   February 2013 - May 2014
Chase Investment Services, Corp  June 2012 - February 2013
JPMorgan Chase  August 2011 - February 2013
Community Youth Center - Concord Campus   January 2007 - August 2011
Community Youth Center - Concord Campus   May 2003 - December 2006

Education
Saint Mary's College of California   2002 — 2007
B.S., Business Administration

Menlo College   2004 — 2005
Business Administration

De La Salle   1998 — 2002
Diploma, General

Tony Samour Tony Samour Greater Denver Area Details
Tony Samour's Charles Schwab Experience March 2015 - Present
Job Sr. Manager, Retail Client Marketing at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab   March 2015 - Present
Charles Schwab   March 2011 - February 2015
National Society of Hispanic MBAs (NSHMBA)   2011 - 2011
MoneyGram International  March 2008 - July 2010
MoneyGram International  April 1998 - March 2008
MoneyGram International  September 1996 - April 1998
Blue Cross Blue Shield  1991 - 1996

Skills
Multicultural, Marketing Strategy, P&L responsibility, Strategic Planning, Pricing Strategy, P&L Management, Product Management, International Business, Strategy Development, Cross-functional Team..., Business Strategy, Product Development, Strategic Partnerships, Competitive Analysis, Marketing Communications, Market Planning, Marketing Management, Segmentation, International Marketing, Budget Management, Strategy, Management, Marketing, Product Marketing, Program Management, Pricing, Leadership, Market Research, New Business Development, Budgets, Financial Services, P&L Responsibility, E-commerce, Business Development, CRM, Brand Management, Integrated Marketing, Sales, Sales Management, Analytics, Executive Management, Business Planning, Lead Generation, Market Analysis, International Sales, Customer Acquisition, B2B, Relationship Management, Product Launch, Brand Development

Education
University of Denver   2000 — 2002
Master's Degree

Metropolitan State College of Denver   1987 — 1993
Bachelor of Science

Joann Piccioli Joann Piccioli Phoenix, Arizona Area Details
Joann Piccioli's Charles Schwab Experience May 1999 - Present
Job System Administrator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   May 1999 - Present
AT&T  July 1981 - December 1999

Skills
Vendor Management, ITIL, Solaris, Virtualization, Data Center, Unix, Disaster Recovery, Security, Servers, IT Strategy, VMware, System Administration, Enterprise Architecture, IT Management

Education
Washington State University   1998 — 1999
Certificate, Project Management

Mesa Community College   1980 — 1982

Stacy Calomino, PMP Stacy Calomino, PMP Greater Denver Area Details
Stacy Calomino, PMP's Charles Schwab Experience July 2015 - Present
Job Senior Technical Delivery Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   July 2015 - Present
Charles Schwab   June 2014 - July 2015
Experienced Project Leader who Executes Solutions to Deliver Key Business Initiatives   2013 - May 2014
First Data Corporation  2007 - 2013
First Data Corporation  2005 - 2007
First Data Corporation  2001 - 2004
First Data Corporation  1998 - 2000
First Data Corporation  1997 - 1998

Skills
Business Process, Process Improvement, Integration, IT Strategy, Management, Banking, Training, Oracle, PMP, Payments, Cash Management, Treasury Management, Testing, Business Process..., Budgets, Program Management, Project Management, Security, Treasury, Leadership, Business Analysis

Education
Metropolitan State University of Denver   1990 — 1993
Bachelor of Arts

Amy Hanophy Amy Hanophy Greater Denver Area Details
Amy Hanophy's Charles Schwab Experience January 1997 - January 2000
Job Helping employers and employees make the most of their retirement plan
Industry Financial Services
Experience
CoBiz Insurance  August 2010 - Present
McMahon and Company   November 2008 - June 2009
TIAA-CREF  April 2007 - November 2008
Principal Financial Group  May 2003 - March 2007
Charles Schwab & Company, Inc   January 2000 - December 2002
Charles Schwab   January 1997 - January 2000
Prudential Securities  August 1996 - September 1997
Boseman's Sporting Goods   1991 - 1995

Skills
Wealth Management

Education
Metropolitan State University of Denver   1998 — 2004
Completed Certified Financial Planning Courses

University of North Carolina at Wilmington   1993 — 1995
MA, Education Administration

University of North Carolina   1989 — 1995
B.S, Physical Education

University of North Carolina

Bloomingdale High School   1987 — 1989

Charleston High School

Mark DiGiacomo Mark DiGiacomo Chandler, Arizona Details
Mark DiGiacomo's Charles Schwab Experience September 2008 - March 2009
Job Sr. Production Control Analyst at Early Warning Services
Industry Computer Software
Experience
Early Warning Services  October 2012 - Present
rSmart  October 2010 - June 2012
Scientific Technologies Corporation  January 2010 - October 2010
Charles Schwab   September 2008 - March 2009
Countrywide Home Loans  January 2007 - September 2008
Wells Fargo  September 2006 - December 2006
TSYS  January 2002 - September 2006
TSYS  April 1999 - January 2002
TSYS  June 1996 - April 1999
TSYS  May 1995 - June 1996

Skills
Unix, SQL, Databases, Oracle, Microsoft SQL Server, MySQL, Tomcat, Linux, Windows Server, Ant, JIRA, Windows, Subversion, Maven, Apache, FTP, CICS, ClearCase, Business Analysis, Oracle SQL Developer, Oracle 10m and11g, Basic Shell Scripting, DB Visualizer, SQL Developer, HP Openview, IBM Tivoli, Nagios, SiteScope, Cron, Control M, C7, NDM, SFTP, PGP, SSL Certificates, LDAP, Power Broker, SSH, Citrix, TSO, Remedy Ticketing System, Heat, Zendesk, Various proprietary..., Hadoop, Gigaspaces, Cassandra, Zabbix, Bamboo, Sterling Integrator

Education
Mesa Community College   1998 — 2006
AAS Networking, 3.27

The Chubb Institute   1990 — 1991
Computer Operations, 3.47

Dave Smiddy Dave Smiddy San Francisco Bay Area Details
Dave Smiddy's Charles Schwab Experience November 1997 - November 2001
Job Cofounder/CEO at Stealth OnDemand Startup
Industry Internet
Experience
Stealth On-Demand   August 2015 - Present
Alohar Mobile (acquired by Alibaba)   May 2013 - August 2015
en route!   July 2011 - October 2014
Yooniq Images   February 2013 - September 2013
Infrinity   July 2010 - May 2011
Hands-On Mobile  July 2007 - July 2010
Gravity Mobile  January 2007 - July 2007
Thin Multimedia   June 2005 - December 2006
Independent Consultant  June 2002 - December 2004
Charles Schwab   November 1997 - November 2001

Skills
iOS development, Location Based Services, Mobile Marketing, Business Development, SaaS, Product Development, Mobile Games, Entrepreneurship, Venture Capital, Go-to-market Strategy, Digital Media, Cloud Computing, Mobile Content, Corporate Development, Video Games, Social Games, Analytics, Global Business..., Digital Distribution, Mobile Strategy, Competitive Analysis, New Business Development, Partner Management, Game Development, Blogging, Cross-functional Team..., iOS

Education
University of California, Berkeley
BA, Japanese History

Meiji Gakuin University   1993 — 1993
Global Security & Development Studies

Jeff Berry Jeff Berry San Francisco Bay Area Details
Jeff Berry's Charles Schwab Experience October 2006 - December 2009
Job : )
Industry Computer Networking
Experience
Riverbed Technology  July 2012 - November 2013
Avondale-Conquest   November 2009 - 2011
Charles Schwab   October 2006 - December 2009
WR Hambrecht + Co  June 2005 - August 2005
Merriman Curhan Ford & Co.   April 2004 - April 2005

Skills
Portfolio Management, Series 7, Series 63, Trading, Securities, Asset Allocation, Equities, Investments, Asset Managment, Equity Trading, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Valuation, Fixed Income, Financial Analysis, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Investment Banking, Oracle, Microsoft Excel, Salesforce.com

Education
University of Southern California   1985 — 1988
BA, Major - Greek Studies

Menlo College   1983 — 1985
AA, General

North High School Bakersfield, CA   1979 — 1983
My god I've come a long way . . .

Catherine (Ludwig) Donleycott Catherine (Ludwig) Donleycott Clayton, North Carolina Details
Catherine (Ludwig) Donleycott's Charles Schwab Experience February 2015 - March 2015
Job Technical Writer
Industry Computer Software
Experience
Viztek LLC  May 2015 - September 2015
Charles Schwab   February 2015 - March 2015
LexisNexis  October 2013 - June 2014
Glaxo  October 2012 - February 2013
Cisco Systems  June 2012 - September 2012
PLANIT Technology Group  November 2011 - January 2012
Global Knowledge Training  2011 - 2011
Lenovo  2011 - 2011
Ceridian  2010 - 2011
iRobot Corporation Maritime Systems   2009 - 2009

Skills
Technical Writing, Software Documentation, FrameMaker, Online Help, Editing, Manuals, Technical Documentation, Project Management, Content Management, Dreamweaver, Event Planning, Marketing, Public Relations, Document Management, Web Design, MadCap Flare, Healthcare Information..., Marketing Communications, Program Management, Medical Software, Technical Ediitng, Microsoft Office, Enterprise Software, Medical Devices, Microsoft Excel, Telecommunications, SharePoint, Adobe Acrobat, Wikis, Microsoft Word, Agile Methodologies, Systems Analysis, Adobe Creative Suite, Photoshop, Networking, 21 CFR Part 11, Telepresence, Quadralay WebWorks..., SDLC, ITIL, Leadership, Management, Integration, Consulting, Testing, Social Networking, Print Publication Design, Training

Education
North Carolina State University   1985 — 1988
BA, LWE: Technical Writing and Editing, Concentration: Psychology

Wake Technical Community College   2010 — 2010
Web Page, Digital/Multimedia and Information Resources Design

Northern Telecom Training Center   1988 — 1993
Telecommunications and Management

Art and Design   1973 — 1983
Architectural Drafting, Watercolor, Oil, Ink

Meredith College
Psychology, 3.9

Christina Lumpkins Christina Lumpkins Chandler, Arizona Details
Christina Lumpkins's Charles Schwab Experience September 2014 - Present
Job at
Industry Information Technology and Services
Experience
National University  December 2014 - Present
Charles Schwab   September 2014 - Present
JPMorgan Chase  May 2014 - September 2014
JPMorgan Chase  November 2012 - May 2014
Intuit  August 2011 - October 2012
Sunrise Senior Living  November 2010 - August 2011
Spectrum Pacific Learning Company  July 2008 - October 2010
Spectrum Pacific Learning Company  August 2006 - July 2008
EDS Advanced Solutions  October 2005 - July 2006
Target  April 2005 - October 2005

Skills
E-Learning, PowerPoint, Microsoft Office, Customer Service, HTML, Microsoft Excel, Digital Photography, Flash Professional, Photoshop, Account Management, Quickbooks, Quality Assurance, Excel, Web Development, Healthcare, Adobe Creative Suite, Training

Education
Mesa Community College   2014 — 2015
Associate of Science (AS), Registered Nursing/Registered Nurse and Accounting

National University   2007 — 2012
BA, Business Administration

Samantha Peck Samantha Peck Chandler, Arizona Details
Samantha Peck's Charles Schwab Experience March 2014 - Present
Job Move Money at Charles Schwab
Industry Photography
Experience
Charles Schwab   March 2014 - Present
Samantha Peck Photography   September 2008 - Present
JPMorgan Chase  March 2012 - September 2013
GoDaddy.com  December 2009 - September 2011

Skills
Photoshop, Portrait Photography, Photography, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Lightroom, Windows, Sales, Customer Service, Outlook, Analytical Skills, Quality Assurance, operations, Technical Support

Education
Mesa Community College   2004 — 2007
Associate's degree

John Blayter John Blayter Greater Denver Area Details
John Blayter's Charles Schwab Experience January 1997 - August 1999
Job Senior Software Developer at JustFab
Industry Internet
Experience
JustFab  February 2014 - Present
Denver ColdFusion Users Group   March 2009 - June 2014
Zen Planner  August 2012 - February 2014
Cricket Communications  June 2010 - August 2012
Triple Creek Associates  August 2006 - June 2010
Phoenix ColdFusion User Group   October 2004 - August 2006
Interactive Sites  April 2001 - August 2006
Onvia  August 1999 - April 2001
iTOOL   1999 - 2001
Charles Schwab   January 1997 - August 1999

Skills
Team Leadership, Team Management, Enterprise Software, Architecture, Software Development, Design Patterns, OOP, TDD, Agile, Java, Spring, Web Services, ColdFusion, XML, JavaScript, CSS, XHTML, T-SQL, ActionScript, Flex, Scrum, AJAX, jQuery, Web Development, MySQL, SQL Server, HTML, HTML5, Web Applications, JSON, Ant, SOAP, Hibernate, Eclipse, SOA, Subversion, HTML 5, Agile Methodologies, Microsoft SQL Server, E-commerce, SDLC, Databases, MVC, REST, Open Source, Programming, Apache, Tomcat, SQL, Database Design

Education
Mesa Community College   1996 — 1997

Brian Nabors Brian Nabors Greater Memphis Area Details
Brian Nabors's Charles Schwab Experience October 1999 - March 2001
Job Forecast Analyst Landau Uniforms
Industry Textiles
Experience
Landau Uniforms  September 2013 - Present
ASSA Abloy Americas/Pemko Manufacturing   August 2012 - September 2013
Pemko Manufacturing  July 2008 - September 2013
Pemko Manufacturing  June 2008 - October 2009
Charles Schwab   October 1999 - March 2001

Skills
Microsoft Excel, Microsoft Office, Access, MS Axapta, Forecasting, Customer Service, Purchasing, Contract Negotiation, Team Building, Microsoft Word, Negotiation, Financial Analysis, Outlook, Purchase Management, APICS, Strategic Planning, Inventory Management, Sales, Process Improvement, Account Management, Procurement, Sales Management, Budgets, Inventory Control, Global Sourcing, MRP, Materials Management, Supply Chain Management, Supply Chain, Continuous Improvement, Lean Manufacturing, Management, Operations Management, Six Sigma, Strategic Sourcing

Education
Union University   2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General

Metropolitan State College of Denver   1998 — 2008
Bachelor of Science (B.S.), Finance, General

Amy Dorrough Amy Dorrough Greater Denver Area Details
Amy Dorrough's Charles Schwab Experience September 1998 - February 2000
Job Records and Information Management at CB&I/The Shaw Group/Stone & Webster, Inc.
Industry Construction
Experience
CB&I/The Shaw Group/Stone & Webster, Inc.   April 2005 - October 2013
The Shaw Group  May 2000 - October 2002
Charles Schwab   September 1998 - February 2000

Skills
Organizing, Microsoft Office, Quality Assurance, Highly detail oriented, Problem Solving, Documentum, Policies & Procedures, Adobe Acrobat, Oracle SQL, Access, Webtop, French, iPhone, iPod Touch, Google Chrome, eRoom, SharePoint, Policy, Software Documentation, Records Management, Supervisory Skills, Information Management, Process Scheduler, Project Planning, MS Project, Program Management, Contract Management, Outlook, Troubleshooting, Procurement, Process Improvement, Team Leadership, Project Management, Leadership, Document Management, Training, Management, Team Building, Contract Negotiation, Data Entry, Budgets, Quality Control, Purchasing, Microsoft Excel, Employee Relations, Public Speaking, Small Groups, Mentoring, Microsoft Word, PowerPoint

Education
Berean School of the Bible   2012 — 2015

Metropolitan State College of Denver   2002 — 2003
History

George Washington High School   1995 — 1996
HS Diploma

Cade DeNazario Akers Cade DeNazario Akers Austin, Texas Details
Cade DeNazario Akers's Charles Schwab Experience September 2014 - Present
Job Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   September 2014 - Present
EPIK  February 2011 - November 2012
Jeju National University   June 2012 - July 2012
Natural Grocers by Vitamin Cottage  February 2008 - February 2010

Skills
Creative Writing, Editing, Public Speaking, Purchasing, Merchandising, Working Abroad, Piano, Writing, Education, Presenting Ideas, Training Skills, Feature Writing, Performing Arts, Songwriting, Ukulele, Vocal, Training, Teaching, Language Teaching, Presentations, PowerPoint, Adventure Travel, Travel Planning, Feature Articles, Social Networking, Time Management

Education
Metropolitan State University of Denver   2007 — 2010
Bachelor's Degree, Individualized; Writing and Communications

Webster University   2006 — 2007

Kristin Foret Kristin Foret Boca Raton, Florida Details
Kristin Foret's Charles Schwab Experience September 1987 - October 2004
Job Grace Community Church
Industry Religious Institutions
Experience
Morgan Stanley Wealth Management  March 2010 - February 2014
Morgan Stanley Smith Barney  March 2010 - February 2014
US Commerce Department: Census Bureau   April 2009 - October 2009
1820 Investment Services   September 2006 - March 2008
Scheper Insurance   October 2004 - November 2004
Charles Schwab   September 1987 - October 2004
Charles Schwab   September 1987 - October 2004
Charles Schwab & Co. Inc   January 1987 - January 2004
Eastern Division   January 2001 - January 2003
Southern Division   January 1999 - January 2001

Skills
Series 63, Asset Managment, Sales, Series 7, FINRA, Investments, Retirement Planning, Securities, Wealth Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation

Education
Mercer University   1982 — 1986
BA, communications, history, english

Jonathan Dunning Jonathan Dunning Austin, Texas Area Details
Jonathan Dunning's Charles Schwab Experience August 2011 - Present
Job Defined Contribution Compliance Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2011 - Present
Lincoln Trust Company  June 2010 - August 2011
Retirement Planning Services, Inc.   April 2009 - June 2010
Charter Financial Resources, LLC   March 2007 - April 2009
FranklinCovey  August 2004 - July 2007
High Noon Entertainment  June 2006 - August 2006

Education
Metropolitan State University of Denver   2004 — 2007
BA, Modern Languages - German

Zachary Priddy Zachary Priddy Phoenix, Arizona Area Details
Zachary Priddy's Charles Schwab Experience May 2015 - Present
Job Cyber Threat Analyst at Charles Schwab
Industry Computer & Network Security
Experience
Charles Schwab   May 2015 - Present
Charles Schwab   December 2014 - May 2015
Salt River Project  July 2014 - December 2014
Salt River Project  March 2014 - July 2014
Arizona State University - NASA LROC   January 2013 - May 2014
ASU Daedalus Astronautics   August 2012 - December 2013
Phoenix Embedded Systems Inc   August 2009 - March 2010
Microchip Technology  May 2006 - July 2009

Skills
Embedded Systems, Testing, PCB design, Labview, Robotics, Hardware, Linux, C, Electronics, C++, Computer Security, Unix, Software Development, HTML, Programming, Windows, Product Development, Python, Computer Hardware, C#, Microcontrollers, Visual Basic, Debugging, Shell Scripting, Bash, Android, Automation, Subversion, Apache, Information Security, Research, Security

Education
Arizona State University   2010 — 2015
Bachelor of Engineering (BE), Computer Engineering

Mesa Community College   2008 — 2011

University of Advancing Technology   2008 — 2009
Robotics

Hamilton High School   2004 — 2008

Douglas Bauer Douglas Bauer Phoenix, Arizona Area Details
Douglas Bauer's Charles Schwab Experience September 2012 - Present
Job Sr. Database Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   September 2012 - Present
Charles Schwab   January 2010 - September 2012
SUMCO  June 2009 - January 2010
Charles Schwab   October 1998 - May 2009
Severn Trent Systems  February 1996 - October 1998
TRW Automotive  May 1995 - February 1996
Severn Trent Systems  May 1990 - May 1995

Skills
SQL, Databases, Software Development, Unix, Agile Methodologies, C#, Data Warehousing, Oracle, ClearQuest, MySQL, ASP.NET, Linux, Requirements Analysis, .NET

Education
University at Buffalo   1983 — 1987
BS, Computer Science

Mercer County Community College   1979 — 1982
AAS, Data Processing

Mesa Community College
Computer Information Systems

Anthony Steigerwald Anthony Steigerwald Greater Denver Area Details
Anthony Steigerwald's Charles Schwab Experience July 2007 - October 2008
Job Area Field Consultant for 7Eleven
Industry Retail
Experience
7-Eleven  June 2015 - Present
Comcast Business  July 2011 - June 2015
Ultimate Electronics  October 2008 - April 2011
Charles Schwab   July 2007 - October 2008

Skills
Cold Calling, Account Management, Business Development, Sales Process, Sales Operations, Sales, Customer Retention, Selling, Telecommunications, Customer Satisfaction, Direct Sales, Management, Time Management, Call Centers, VoIP, Training, Salesforce.com, Marketing Strategy, Customer Service, Retail, B2B, Sales Management

Education
Metropolitan State University of Denver   2004 — 2008
Bachelor's Degree, Computer Science, A

Dmitriy Degtyar Dmitriy Degtyar Greater Denver Area Details
Dmitriy Degtyar's Charles Schwab Experience January 2015 - Present
Job Senior Team Manager Third Party Supplier Management at Charles Schwab
Industry Telecommunications
Experience
Charles Schwab   January 2015 - Present
United States Marine Corps  2001 - Present
Charles Schwab   September 2014 - January 2015
EOS CCA  July 2012 - September 2014
T-Mobile  March 2012 - July 2012
T-Mobile  July 2005 - February 2012
T-Mobile  August 2010 - August 2011
T-Mobile  January 2004 - August 2005
T-Mobile  May 2002 - January 2004

Skills
Security Clearance, Military, Customer Service, Problem Solving, Customer Relations, Public Speaking, Process Improvement, Team Leadership, Operations Management, Coaching, Mentoring, Supervisory Skills, Leadership Development, Quality Assurance, Organizational..., Team Building, Analysis, Change Management, Call Centers, System Administration, Telecommunications, Strategic Planning, Project Management, Management, Project Planning, Teamwork, Outlook, Leadership, Data Analysis, Strategy, Program Management, Risk Management, Cross-functional Team..., Performance Management, Vendor Management, Troubleshooting, Security, Team Management, Customer Experience, Employee Training, Customer Retention, Budgets, Time Management, Software Documentation, Access, Process Scheduler, Training, Employee Relations, Human Resources, Recruiting

Education
Regis University   2007 — 2010
Bachelors, Finance

Metropolitan State College of Denver   2002 — 2005
Did not finish, Aviation

Arvada High School   1998 — 2001
High School Diploma

Eric Figor Eric Figor Phoenix, Arizona Area Details
Eric Figor's Charles Schwab Experience November 2000 - July 2008
Job Resolution Specialist CVS Health
Industry Computer Software
Experience
AIG  February 2013 - Present
University of Phoenix  November 2008 - June 2013
INC Stores   February 2012 - February 2013
Pegasus Solutions Inc.  November 2008 - March 2009
Charles Schwab   November 2000 - July 2008
MCCS (was FACS Group)   1996 - 2000
Arthur Anderson  August 1994 - July 1995
GE  August 1992 - July 1994

Skills
Troubleshooting, Leadership, Active Directory, C++, Call Center, Project Planning, Call Centers, Analysis, Sales, Customer Service, Management, Business Development, Technical Support, Team Leadership, Coaching, Process Improvement

Education
University of Phoenix   2011 — 2013
BS, Computer Science

Mesa Community College   1996 — 2010
Associate, Business Management

Jessica Hoyt Jessica Hoyt Gilbert, Arizona Details
Jessica Hoyt's Charles Schwab Experience March 1999 - March 2004
Job Able Engineering/Able Aerospace/ETW
Industry Marketing and Advertising
Experience
Able Engineering and Component Services  July 2014 - Present
Randstad Technologies US/Charles Schwab & Co.   December 2013 - June 2014
Jessco Electric   May 2005 - November 2013
Spartan Media Group, LLC   February 2013 - October 2013
Best Rate Funding  March 2004 - April 2008
Charles Schwab   March 1999 - March 2004

Skills
Customer Service, Team Building, Microsoft Office, Microsoft Excel, Employee Relations, Finance, Investment Management, Sales, Residential Mortgages, Business Relationship..., Client Billing, Organizational..., Organizational Structure, Leadership, Social Media, Training, Social Media Marketing, Strategy, Advertising, Marketing Strategy, Facebook, Social Networking, Budgets, Business Development, Event Management, Payroll, Project Planning, Program Management, Project Management, Contract Management, Business Planning, Online Marketing, Event Planning, Contract Negotiation, Account Management, Human Resources, Marketing, Negotiation

Education
Arizona State University   1999 — 2000
Kinesiology and Exercise Science

Mesa Community College   1996 — 1999
Associate of Arts (AA)

Globe High School   1992 — 1996
Globe High School, 1996

Vincent Neal Vincent Neal Escondido, California Details
Vincent Neal's Charles Schwab Experience September 2003 - August 2004
Job Senior Advertising Compliance Analyst at First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc.   March 2014 - Present
LPL Financial  September 2011 - March 2014
AIG Advisor Group  September 2007 - September 2011
AIG Advisor Group  September 2006 - September 2007
MetLife Financial Services  January 2005 - August 2006
Charles Schwab   September 2003 - August 2004
Charles Schwab   November 2000 - September 2003
United State Postal Service  January 1984 - November 2000

Skills
FINRA, Securities, Series 7, Series 63, Mutual Funds, Series 24, Uniform Combined State..., Alternative Investments, AML, Investment Advisory, Finance, Insurance, Wealth Management, Bonds, Financial Advisory, Investments, Securities Regulation, ETFs, Process Improvement, Fixed Annuities, Equities, Fixed Income, Financial Services, Asset Management, Asset Allocation, Trading, Due Diligence, Options, Retirement Planning, Series 6, Asset Managment, Risk Management, Bloomberg, Hedge Funds, Long-term Care, Retirement, 401k, Estate Planning, Management, IRAs, Strategic Financial..., Bank Secrecy Act, Recruiting, Financial Analysis, Training, Disability Insurance, Investment Strategies, Portfolio Management, Series 66

Education
Scottsdale Community College   2004 — 2004
Graphic Arts

Mesa Community College

Cynthia (Cyndie) Puckett Cynthia (Cyndie) Puckett Greater Nashville Area Details
Cynthia (Cyndie) Puckett's Charles Schwab Experience March 1999 - March 2005
Job Curian Capital
Industry Financial Services
Experience
Curian Capital  July 2014 - Present
Curian Capital  August 2013 - July 2014
Curian Capital  March 2012 - August 2013
OppenheimerFunds  December 2010 - March 2012
Curian Capital  April 2005 - December 2010
Charles Schwab   March 1999 - March 2005

Skills
See resume, Series 7, Separately Managed..., Series 63, Mutual Funds, Series 6, Uniform Combined State..., Retirement Planning, Series 65, Fixed Annuities, 401k, Securities, ETFs, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, Investments, Wholesale, Investment Advisory, Training, Leadership, FINRA, Sales, Alternative Investments, Series 24, IRAs, Variable Annuities, Qualified Retirement..., Associate Development, Coaching, Financial Services

Education
Metropolitan State University of Denver   1994 — 2002
Communications/Sociology

Jay Rugg Jay Rugg Castle Rock, Colorado Details
Jay Rugg's Charles Schwab Experience October 2014 - Present
Job Database Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   October 2014 - Present
Thomson Reuters  August 2007 - January 2013
Great-West Life and Annuity Insurance Company  October 1994 - August 2007
Trust Company of America (Gemisys)   October 1992 - September 1994

Skills
Oracle Admin, Oracle PL/SQL..., Oracle SQL Developer, Software Development, Database Design, Data Warehousing, Requirements Analysis, Agile Methodologies, Java, Enterprise Architecture, SOA, Perl, Web Services, Data Modeling, SSIS, Linux, Oracle Forms, C#, Microsoft SQL Server, Database Administration, Disaster Recovery, Business Analysis, Testing, PL/SQL

Education
Metropolitan State College of Denver   1987 — 1992
Bachelor's degree, Computer/Information Technology Administration and Management

Jason Vagalatos Jason Vagalatos Phoenix, Arizona Details
Jason Vagalatos's Charles Schwab Experience January 2002 - July 2005
Job Senior Director of Infrastructure at SkyTouch Technology
Industry Information Technology and Services
Experience
SkyTouch Technology  September 2015 - Present
Citrix  September 2010 - September 2015
Diamondstar Communications   July 2005 - December 2012
Citrix Online  October 2009 - September 2010
Wells Fargo  October 2007 - September 2009
Wells Fargo  July 2005 - December 2005
Charles Schwab   January 2002 - July 2005
Charles Schwab   July 1998 - December 2001
Motorola Inc.  May 1994 - July 1998

Skills
Storage, Virtualization, Security, Unix, High Availability, Management, Project Management, Cloud Computing, SAN, Disaster Recovery, Networking, Technical Staff..., Executive Management, Process Improvement, Process Management, Data Center Management, SaaS, Infrastructure, Enterprise Architecture, VoIP, IT Strategy, Citrix, System Deployment

Education
University of Phoenix   1997 — 1999
BS, Computer Information Systems

Mesa Community College   1995 — 1997
AAS, Electromechanical Process Technology

Danny Thyfault Danny Thyfault Golden, Colorado Details
Danny Thyfault's Charles Schwab Experience June 2015 - Present
Job Realtor
Industry Real Estate
Experience
Charles Schwab   June 2015 - Present
Berkshire Hathaway HomeServices  November 2011 - August 2015
Pozzetta Specialty Supplies   July 2009 - October 2011
Ralston Valley High School  January 2007 - August 2009
Coca-Cola Enterprises  November 2006 - August 2007
Northwest United Federal Credit Union   March 2006 - November 2006

Skills
Selling, Real Estate, Negotiation, Customer Service, Customer Relations, Account Management, Fundraising, Public Speaking, Coaching, Microsoft Office, Sales, Marketing, Social Media Marketing, Sellers, Contract Negotiation, First Time Home Buyers, Real Estate Transactions, Foreclosures, Single Family Homes, Investment Properties, Short Sales, Buyers, Residential Homes

Education
Metropolitan State University of Denver   2002 — 2006
Bachelors, Political Science

Tom DiLeo Tom DiLeo Greater Denver Area Details
Tom DiLeo's Charles Schwab Experience 2008 - 2009
Job Client Service Manager at JPMorgan
Industry Financial Services
Experience
JPMorgan  September 2009 - July 2012
Charles Schwab   2008 - 2009
Merrill Lynch  2005 - 2008
Merrill Lynch  1997 - 2008
Merrill Lynch  1995 - 1997

Skills
Management, CRM, Project Management, Strategic Planning, Business Process..., Business Planning, Customer Satisfaction, Strategy, New Business Development, Vendor Management, Performance Management, 401k, Recruiting, Leadership, Account Management, Customer Service, Call Centers, Human Resources, Mutual Funds, Customer Retention, Series 7, Relationship Management, Retirement

Education
Metropolitan State University of Denver   1977 — 1981
BS Education, Industrial Design

David Vallero David Vallero Greater Denver Area Details
David Vallero's Charles Schwab Experience August 1999 - October 2003
Job Information Technology Consulting Business Owner
Industry Information Technology and Services
Experience
All Phases IT   November 2010 - Present
Common Knowledge Technology  February 2005 - November 2010
Charles Schwab   August 1999 - October 2003

Skills
Cloud Computing, SaaS, Virtualization, System Administration, Juniper, Managed Services, Series 63, Trading, Account Management, Equities, Options, Disaster Recovery, Mutual Funds, Juniper Technologies, Network Security, Bonds, Data Center, Consulting, Sales, Management, Strategy

Education
Metropolitan State University of Denver   1994 — 1998
B.S. Business Management, Finance

Coretta Jean Henry Coretta Jean Henry Greater Denver Area Details
Coretta Jean Henry's Charles Schwab Experience May 2015 - Present
Job Sr. Specialist, Contracts, Procurement & Purchasing at Charles Schwab
Industry Oil & Energy
Experience
Charles Schwab   May 2015 - Present
Schlumberger  January 2014 - April 2015
Appliance Factory Parts  February 2005 - December 2013
KMGH-TV  June 2009 - January 2010
Tri-Cities Motor Sales   November 2002 - April 2004
U.S. Department of Energy   May 2001 - September 2001

Skills
Purchasing, Procurement, SAP ERP, Negotiation, Forecasting, Data Analysis, Sales, Customer Service, Pivot Tables, Data Entry, Event Planning, Pricing, Process Scheduler, Oracle, Microsoft Office, Microsoft Excel, Training, Marketing, New Business Development, PowerPoint, Outlook, Research, Pricing Analysis, New Hire Training, Microsoft Word, Social Media, Contract Negotiation, Building Relationships, Management, Software Documentation, Strategic Planning

Education
Metropolitan State University of Denver   2007 — 2010
Yes, Speech Communication / Journalism

University of Virginia   2008 — 2008
General Studies, Semester At Sea

Susan Gallagher Susan Gallagher Greater Denver Area Details
Susan Gallagher's Charles Schwab Experience September 2008 - December 2008
Job IT Project Manager at SCL Health System
Industry Information Technology and Services
Experience
SCL Health System  January 2015 - Present
Amgen  May 2012 - December 2014
Catholic Healthcare Initiatives   December 2010 - May 2012
MillerCoors  January 2010 - December 2010
Molson Coors Brewing Company  December 2008 - October 2009
Charles Schwab   September 2008 - December 2008
Visa DPS  June 2006 - October 2008
Wells Fargo Bank  November 2004 - June 2006
IBM Printing Systems  January 2000 - June 2004
West Hudson  September 1996 - May 2000

Skills
Project Management, Vendor Management, Relationship Management, Technology Integration, Training, Integration, Software Documentation, Testing, Leadership, Software Project..., IT Strategy, Management, Analysis, Requirements Analysis, Healthcare, Program Development, Databases, Software Development, Project Planning, SharePoint, Sales, Governance, Workshop Facilitation, Team Building, Enterprise Software, ERP, CRM, Management Consulting, Networking, Business Intelligence, Coaching

Education
Metropolitan State College of Denver   1985 — 1988
Bachelors of Art, English, Marketing

Neil Hickey, CIMA ® Neil Hickey, CIMA ® Greater Boston Area Details
Neil Hickey, CIMA ®'s Charles Schwab Experience November 2010 - Present
Job Managing DirectorInvestment Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2010 - Present
Old Mutual Asset Management  January 2006 - November 2010
Fidelity Investments  1991 - January 2006

Skills
Series 24, 401k, Investments, Mutual Funds, Asset Allocation, Relationship Management, ETFs, Consultant Relations, DCIO, RIA, Business Development

Education
Merrimack College   1985 — 1989
BA, Economics

Tracy (Douglas) Maisonet Tracy (Douglas) Maisonet Greater Denver Area Details
Tracy (Douglas) Maisonet's Charles Schwab Experience 2014 - Present
Job at
Industry Banking
Experience
Charles Schwab   2014 - Present
Mile High Banks  August 2013 - September 2014
Mile High Banks  May 2011 - August 2013
Mile High Banks  April 2005 - May 2011
Colorado State Bank and Trust  2000 - 2005

Skills
Banking, Commercial Banking, Risk Management, Financial Analysis, Auditing, Consumer Lending, Private Banking, Retail Banking, Branch Banking, Time Management, Strategic Thinking, Problem Solving, Teamwork, Customer Service, Flexibility, Analytical Skills, Organizational...

Education
Utica College   2008 — 2010
MBA, Economic Crime and Fraud Management

Metropolitan State College of Denver   2000 — 2004
Bachelors, Criminal Justice and Criminology

David Bible David Bible Greater Denver Area Details
David Bible's Charles Schwab Experience February 2012 - Present
Job Managing Director; Data Analytics
Industry Financial Services
Experience
Charles Schwab   February 2012 - Present
The LEGO Group  2009 - June 2012
Vail Resorts  2007 - 2009
Century Link/Qwest   1998 - 2007

Skills
Analytics, Business Intelligence, Marketing Analytics, Data Mining, Segmentation, Predictive Modeling, Data Management, Market Research, SAS, Customer Insight, Data Analysis, Statistical Modeling, SQL, Forecasting, Data Science, SAS programming, Data Visualization, Predictive Analytics, Management, Data Modeling, Analysis

Education
University of Colorado at Boulder
(MBA) Master of Business Administration, Technology Innovation and Finance

Metropolitan State College of Denver
(B.S.) Mathematical Sciences, Probability and Statistics

The Ohio State University
(B.S.) Bachelor of Science, Management

Andrew Millett Andrew Millett Phoenix, Arizona Area Details
Andrew Millett's Charles Schwab Experience December 2013 - June 2015
Job Senior Administrator Operational Solutions Account Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 2013 - June 2015
PayPal  July 2013 - November 2013
PayPal  November 2012 - July 2013
PayPal  December 2011 - December 2012
PayPal  February 2011 - December 2011
I Know Wireless   April 2008 - September 2008
Wireless Whenever Wherever   July 2007 - April 2008
Barro's   January 2007 - July 2007
Music Arts Center   June 2006 - December 2006
Arby's Restaurant Group  January 2006 - May 2006

Skills
Excel, Teamwork, Courteous, Customer Service, Payments, Accounting, Credit, Inbound, Deposits, Data Entry, Selling, Customer Relations, Sales Presentations, Word, Timely, Credit Cards, Checking, PowerPoint, Outlook, Cash, Invoicing, Billing, Fax, Account Management, Microsoft Office, Retail, Building Relationships, Problem Solving, Money, Customer Satisfaction, Microsoft Excel, Microsoft Word, Spanish, Time Management, Call Centers, Team Leadership, Leadership, Analysis

Education
Mesa Community College   2010 — 2011
Associate's degree in business, Accounting, Financing

Eastern Arizona College   2007 — 2008

Highland High School   2004 — 2007
Certificate of Graduation

Kelly McLendon Kelly McLendon Greater Denver Area Details
Kelly McLendon's Charles Schwab Experience August 2010 - August 2012
Job Market Development Manager at PepsiCo
Industry Food & Beverages
Experience
PepsiCo  May 2013 - Present
Pristine Screens   August 2012 - May 2013
Charles Schwab   August 2010 - August 2012
Lenders Asset Management Corporation  December 2008 - August 2010

Skills
Account Management, Customer Service, Marketing, Cold Calling, Leadership, Selling, Marketing Strategy, Sales, Sales Management

Education
Metropolitan State College of Denver   2001 — 2008
Bachelor of Science (BS), Behavioral Sciences

Rorick Gurney Rorick Gurney Tempe, Arizona Details
Rorick Gurney's Charles Schwab Experience March 2004 - May 2010
Job Consultant at Infusionsoft
Industry Computer Software
Experience
Infusionsoft  October 2014 - Present
Move, Inc.   January 2013 - March 2014
ProVision  January 2012 - November 2012
Sunquest Information Systems  August 2010 - July 2011
Charles Schwab   March 2004 - May 2010
Rams Financial Services   January 2003 - March 2004
DHL  January 2002 - January 2003
iPhysician.Net  January 1999 - January 2001

Skills
People Management, Program Management, Training & Development, Training, System Administration, Project Management, Process Improvement, Recruiting, Cross-functional Team..., Technical Support, Change Management, Team Building, Leadership, Customer Service, TCP/IP, Business Analysis, Operating Systems, Business Process..., Computer Hardware, Security, DNS, Quality Assurance, Disaster Recovery, Databases, Call Centers, Unix, Visio, Management, CRM, Team Leadership, Software Documentation, Strategic Planning

Education
Mesa Community College   1997 — 1999
Computer Science

Kevin Shumway Kevin Shumway Gilbert, Arizona Details
Kevin Shumway's Charles Schwab Experience September 2012 - June 2014
Job Genesys Certified Professional
Industry Telecommunications
Experience
Performance Technology Partners  June 2014 - May 2015
Charles Schwab   September 2012 - June 2014
Charles Schwab   February 2012 - September 2012
Pearson Education  January 2010 - February 2012
Pearson Education  January 2007 - January 2010
Pearson Education  January 2004 - January 2007

Skills
Genesys, Genesys Framework, Genesys TServer /..., Universal Routing Server, Interaction Routing..., Orchestration Server, Genesys Composer, Genesys Media Server, Genesys Resource Manager, Genesys eServices Email, Genesys eServices Chat, Genesys Workspace, Genesys Workforce..., Genesys Voice Platform, Genesys Interactive..., Genesys CCPulse+, Genesys Pulse, Genesys SmartLink, SIP, Integration, IVR, Troubleshooting, Telecommunications, System Deployment, CTI, MySQL, Softphone, Software Development, IIS, Windows Server, Avaya, Windows, Unix, Linux, VMware, Solution Architecture, SQL, Databases, Strategic Planning, Vendor Management, Requirements Analysis, Process Improvement, Switches, TCP/IP, Technical Documentation, Agile Methodologies, Architecture, Microsoft Office, Wireshark, Performance Load Testing

Education
Genesys University
Trade, Genesys Technologies

Mesa Community College
CIS, Computer Information Systems

Ron Sands Ron Sands Auburn, California Details
Ron Sands's Charles Schwab Experience May 1994 - May 2001
Job President at Java NorCal, LLC
Industry Food & Beverages
Experience
Pacific Green Coffee   January 2013 - Present
Java NorCal, LLC   December 2008 - Present
Java Detour  June 2001 - November 2008
Charles Schwab   May 1994 - May 2001
Shearson Lehman Brothers, Inc  June 1992 - April 1994
US Army  January 1986 - January 1988

Skills
Specialties: People..., Business Development, Leadership, Management, Sales, Training, Budgets, Marketing, Sales Management, Account Management, Business Strategy, Team Building

Education
Menlo College   1990 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Cabrillo College - Aptos, CA   1988 — 1990
A.A. Genreal Business, General Studies

Constance Bailey Constance Bailey Denver, Colorado Details
Constance Bailey's Charles Schwab Experience May 1996 - February 1998
Job Personal Care Provider at Blue Spruce HomeHealt Care
Industry Hospital & Health Care
Experience
Blue Spruce Home Health Care   August 2011 - Present
Blue Spruce HomeHealt Care   August 2011 - Present
Charles Schwab   May 1996 - February 1998
US Dept. of Housing and Development   October 1985 - November 1996

Skills
HIPAA, Research, Fundraising, EMR, Nonprofits, Home Care, Mental Health, Microsoft Office, Data Entry, Hospitals, Medical Terminology, Community Outreach, Healthcare Management, Healthcare, Microsoft Word, Crisis Intervention, Microsoft Excel, Elder Care, Grant Writing, Public Speaking, Personal Care, Cpr Certified, Project Management, PowerPoint, Nursing, Social Services, Customer Service, Case Managment, Vital Signs

Education
Metropolitan State College of Denver   2004 — 2005
incomplete, Business Administration and Management, General

Montbello High School   1980 — 1981
Diploma, Business Administration and Management, General

Danna M Smith Danna M Smith Scottsdale, Arizona Details
Danna M Smith's Charles Schwab Experience January 1993 - December 1998
Job Realtor at Amercon Realty Services Inc.
Industry Real Estate
Experience
Amercon Realty Services Inc.   April 2015 - Present
A Property Management Co.   December 2013 - March 2015
Red Brick Realty (A.Laidlaw)   September 2009 - December 2013
Greater Phoenix Appraisal   August 1998 - June 2011
Charles Schwab   January 1993 - December 1998
Crown West & Pacifica Management   June 1985 - January 1993

Skills
Sales, Strategic Planning, Customer Service, Negotiation, Marketing, Management, Real Estate, Contract Negotiation, Marketing Strategy, New Business Development, Leadership, Team Building, Residential Homes, Real Estate Transactions, Real Estate Development

Education
Arizona School Of Business and Real Estate   1999 — 2013
Real Estate Appraisal and Sales, Real Estate

Boma   1995 — 1997
Rpa, Facility mgmt.

Mesa Community College   1984 — 1986
Business/Communications

Mountain View High   1981 — 1983
High School, General

Sondra Schmidt Sondra Schmidt Mesa, Arizona Details
Sondra Schmidt's Charles Schwab Experience November 2005 - Present
Job Transfer Specialist/Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2005 - Present
Charles Schwab   November 2005 - Present
LDS Distribution Services   2005 - November 2005
AT&T  1999 - October 2004

Education
Mesa Community College

Jon Salley Jon Salley Denver, Colorado Details
Jon Salley's Charles Schwab Experience September 2015 - Present
Job Sr. Risk Analyst
Industry Financial Services
Experience
Charles Schwab   September 2015 - Present
Charles Schwab   November 2011 - September 2015
Charles Schwab   April 2008 - November 2011
Nelnet  June 2005 - April 2008

Skills
Banking, Risk Management, Credit Risk, Financial Risk, Strategic Financial..., Corporate Finance, Finance, Business Analysis, Financial Reporting, Management, Process Improvement, Change Management, Accounting, Business Strategy, Customer Service, Project Management, Microsoft Excel, Mergers & Acquisitions, Analysis, Business Process...

Education
Metropolitan State University of Denver

Lucy Pye Lucy Pye Denver, Colorado Details
Lucy Pye's Charles Schwab Experience January 2015 - Present
Job Client Service Professional at Charles Schwab
Industry Consumer Services
Experience
Charles Schwab   January 2015 - Present
Charles Schwab   January 2015 - Present
Lindamood-Bell Learning Processes  May 2013 - January 2015
College Nannies & Tutors  August 2012 - November 2014

Education
Metropolitan State University of Denver   2010 — 2015
Accounting

Sarah Wilbanks Sarah Wilbanks Parker, Colorado Details
Sarah Wilbanks's Charles Schwab Experience April 2015 - Present
Job Skilled at computer programming in several different platforms.
Industry Financial Services
Experience
Charles Schwab   April 2015 - Present
OppenheimerFunds  July 2007 - April 2015
OppenheimerFunds  September 2000 - July 2007
UnitedHealthcare  July 1997 - July 1998
FirstBank  December 1991 - October 1994
Walt Disney World  June 1992 - August 1992

Skills
COBOL, Agile Methodologies, SQL, JCL, Unix, Mainframe, Sybase, Informatica, Autosys, Agile, .NET, C#, TSO, SoapUI, Unix Shell Scripting, Expeditor, Endevor, SQL Server, Fileaid, Subversion, ETL, Eztreve, Visio, Requirements Gathering, SDLC

Education
Denver Technical College   1999 — 2000
Certificate, Information Technology

Metropolitan State College of Denver   1989 — 1995
Bachelor of Arts (BA), Hospitality Administration/Management

Dominique Griffith Dominique Griffith Greater Denver Area Details
Dominique Griffith's Charles Schwab Experience May 2015 - Present
Job Senior Specialist, Contracts, Procurement & Purchasing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2015 - Present
SMA America  September 2013 - Present
SMA America  October 2012 - August 2013
SMA America  July 2012 - October 2012
TRICARE Management Activity  June 2009 - June 2011

Skills
SAP, Outlook, Procurement, Project Planning, Process Scheduler, Inventory Control, Analysis, Process Improvement, Inventory Management, ADP E-Time, Policy, PeopleSoft, Access, Contract Management, Supervisory Skills, Internal Audit

Education
Metropolitan State College of Denver   2007 — 2011
BS, Healthcare Management

Carlos Corbin Carlos Corbin Greater Denver Area Details
Carlos Corbin's Charles Schwab Experience 2005 - 2006
Job Sales Manager at BMS
Industry Financial Services
Experience
BMS, Inc.   February 2014 - Present
Urban Lending Solutions  March 2012 - June 2013
Farmers Insurance  2011 - 2012
TIAA CREF  2007 - 2009
Charles Schwab   2005 - 2006

Skills
Financial Analysis, Insurance, Underwriting, Risk Management, Mortgage Lending, Credit, Sales, Strategic Financial..., Employee Benefits, Life Insurance, Mortgage Banking, Portfolio Management, Loans, Property & Casualty..., Loan Origination, Due Diligence, Marketing, Banking, Customer Service, Microsoft Office, Financial Services, Microsoft Excel, Investments, Retirement Planning, Finance, Residential Mortgages

Education
Northwestern California School of Law
JD, Law

Arpahoe High School   1990 — 1994

Metropolitan State College of Denver
Psychology and Marketing

Jim Godoy Jim Godoy Phoenix, Arizona Area Details
Jim Godoy's Charles Schwab Experience March 2015 - Present
Job Relationship Manager Supervision and Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2015 - Present
Royal Alliance Associates INC  June 2014 - March 2015
Royal Alliance Associates INC  March 2013 - June 2014
SagePoint Financial, Inc.   July 2010 - March 2013
Willis Consulting, Inc.   April 2010 - July 2010
United Planners Financial Services  October 2007 - April 2010
AIG Financial Advisors  December 2003 - October 2007
United Planners Financial Services  October 2001 - November 2003
Charles Schwab   July 2000 - July 2001
TD Waterhouse  April 1998 - April 2000

Skills
Financial Advisor..., OSJ Supervision, Relationship Management, Supervision, Recruiting, Investments, Equities, Financial Services, Series 63, Mutual Funds, Series 7, Wealth Management, Finance, Leadership, Management, Investment Advisory, Securities

Education
Mesa Community College
General

Benjamin Gilmore Benjamin Gilmore Denver, Colorado Details
Benjamin Gilmore's Charles Schwab Experience November 2014 - Present
Job Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 2014 - Present
American Sentinel University  January 2011 - August 2014
Walmart  2009 - 2011

Skills
CampusVue, Student Financial Aid, Enrollment Management, Admissions, Higher Education, Academic Advising, Higher Education..., Retaining Customers, Academic Administration, Student Development, Distance Learning, Student Engagement, Campus, Recruiting, Interviews, Adult Education, Management, Leadership, Customer Retention, Customer Service, Sales, Public Speaking, Microsoft Office

Education
Metropolitan State College of Denver   2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting

Ramona Richard Ramona Richard Austin, Texas Area Details
Ramona Richard's Charles Schwab Experience April 2015 - Present
Job Manager, Marketing Production Services
Industry Financial Services
Experience
Charles Schwab   April 2015 - Present
Hyperwear, Inc.   June 2011 - January 2015
Nike Inc.  June 2008 - February 2011
Nike, Inc.   May 2002 - June 2008

Skills
Training, Situational Leadership, Demand Planning, Cross-functional Team..., Inventory Management, Forecasting, Logistics, Product Development, Purchasing, Retail, Management, Supply Chain Management, Warehousing, Global Sourcing, Supply Chain, Strategic Planning, Sales

Education
Sowela Technical Community College
Computer Programming

McNeese State University

Stuart Scibetta Stuart Scibetta Tucson, Arizona Details
Stuart Scibetta's Charles Schwab Experience 1995 - 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  June 2013 - Present
Arizona Realty One Group  October 2009 - June 2013
Genworth Financial  May 2011 - May 2013
Crown Capital Securities, L.P.   August 2008 - October 2009
Dallas Real Estate   January 2006 - October 2009
Wells Fargo Investments  December 2007 - August 2008
Aspen Properties  February 2005 - December 2005
Charles Schwab   1995 - 2005

Skills
Series 7, Series 63, Investments, Mutual Funds, Retirement Planning, Wealth Management, Securities, Retirement, Strategic Financial..., Fixed Annuities, Portfolio Management, FINRA, Asset Allocation, Asset Managment, Options, Financial Advisory, Investment Strategies, Bonds, ETFs, IRAs, Investment Advisory, Variable Annuities, Equities, Life Insurance, Financial Markets, 401k Rollovers, Wealth, Investment Management, Long Term Care Insurance, Series 9, Series 10, Series 66, Series 65, Financial Services

Education
Menlo College   1980 — 1984

Bridgemont High School

Escuela Internacional Sampedrana   1971 — 1976

St Martin's   1970 — 1971

Christina Varoz Christina Varoz Littleton, Colorado Details
Christina Varoz's Charles Schwab Experience February 2015 - Present
Job Talent Advisor at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2015 - Present
Charles Schwab   2014 - 2015
Charles Schwab   2011 - 2014
Charles Schwab   2008 - 2011
Charles Schwab   2006 - 2008
Memorial Hospital - University of Colorado Health  2000 - 2007

Education
University of Colorado Denver   2012 — 2016
Master of Science (MS), Management

University of Colorado Denver   2009 — 2011
Master of Business Administration (M.B.A.), Investment Management

Metropolitan State University of Denver   2007 — 2009
Bachelor of Science (B.S.), Accounting

Metropolitan State University of Denver   2002 — 2006
Bachelor of Science (BS), Finance, General

University of Colorado Colorado Springs   1995 — 2005
Bachelor of Arts (B.A.), Psychology

Jeff Ohlman Jeff Ohlman San Francisco Bay Area Details
Jeff Ohlman's Charles Schwab Experience June 2013 - June 2014
Job Solution Architect
Industry Information Technology and Services
Experience
Teradata  June 2014 - Present
Charles Schwab   June 2013 - June 2014
Teradata  June 2008 - June 2013
AMERICAN SYSTEMS  October 2007 - May 2008
AT&T  February 2007 - October 2007
Charles Schwab   December 2005 - December 2006
Coca-Cola Enterprises  2004 - 2005
BellSouth  April 2001 - December 2004
E*TRADE  2000 - 2001
BellSouth  October 1998 - December 2000

Skills
Data Warehousing, Requirements Analysis, Databases, Teradata, Database Design, Staff Management, Technical Presentations, Project Estimation, ETL, Software Development, Process Improvement, Data Modeling, Data Warehouse..., Analysis, Business Intelligence, Performance Tuning, SDLC, Data Integration, Oracle, Erwin, SQL, Solution Architecture, Unix, Informatica, CRM, SQL Tuning, Enterprise Architecture, Data Migration, Relational Databases, Dimensional Modeling, Data Quality, OLAP

Education
Mercer University   2004 — 2007
MBA, Business

University of West Florida   1989 — 1989
BS, Computer Science

Derek Zachmann Derek Zachmann Greater Denver Area Details
Derek Zachmann's Charles Schwab Experience March 2000 - June 2001
Job Strategic Accounts Sales Manager at AssetMark
Industry Financial Services
Experience
AssetMark  July 2015 - Present
Four26 Partners LLC   January 2013 - Present
Curian Capital  November 2002 - December 2012
Berger Financial Group  September 2001 - October 2002
Charles Schwab   March 2000 - June 2001

Skills
Investments, Marketing, Investment Advisory, New Business Development, Relationship Management, Business Planning, Strategic Financial..., Strategy, Start-ups

Education
University of Colorado Denver
Master of Business Administration (M.B.A.)

Metropolitan State College of Denver
Bachelor of Science (B.S.), Management

Eric Heuerman Eric Heuerman San Francisco Bay Area Details
Eric Heuerman's Charles Schwab Experience September 2000 - September 2006
Job Field Claims Representative at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance  March 2011 - September 2013
ZipRealty  September 2005 - September 2010
Charles Schwab   September 2000 - September 2006
Franklin Templeton Investments  September 1997 - September 1999

Skills
Real Estate, Customer Service, Mortgage Lending, Marketing, Loans, Social Media, Marketing Strategy, Selling, Sales, Negotiation, Training, Advertising, Insurance, Process Improvement, Budgets

Education
Menlo College   1990 — 1994
Bachelor of Business Administration (B.B.A.)

Jarrod Diehl Jarrod Diehl Greater Denver Area Details
Jarrod Diehl's Charles Schwab Experience August 2014 - Present
Job Accounting Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab   August 2014 - Present
The Alternative Board (Worldwide)   August 2012 - August 2014
The Alternative Board (Worldwide)   January 2010 - August 2012
The Alternative Board (Worldwide)   May 2007 - January 2010
New Classics Creations   August 2006 - May 2007
University of New Mexico - Accessibility Services   January 2004 - April 2006

Skills
Budgets, Strategic Planning, Financial Analysis, Microsoft Office, Accounting, Business Planning, Business Strategy, Financial Reporting, Process Improvement, Leadership, Team Building, Management Consulting, Management, Start-ups, Mergers & Acquisitions, Change Management, Critical Thinking, Microsoft Word, Microsoft Excel

Education
Metropolitan State University of Denver   2014 — 2015
Master of Professional Accountancy (MPAcc), Accounting

Metropolitan State University of Denver   2013 — 2014
Accounting

The University of New Mexico   2000 — 2005
BA, Criminology and Business

Brandon Maxwell, CFA Brandon Maxwell, CFA Greater Denver Area Details
Brandon Maxwell, CFA's Charles Schwab Experience August 2013 - Present
Job Charles Schwab Corporate Credit Research Manager
Industry Investment Management
Experience
Charles Schwab   August 2013 - Present
Mountain Asset Management   March 2011 - August 2013
Open Range Communications  March 2010 - March 2011
Time Warner Cable  May 2007 - March 2010

Skills
Accounting, Financial Modeling, Ad Hoc Reporting, Budgets, Variance Analysis, Financial Reporting, Financial Analysis, Investments, Corporate Finance, Structured Finance, Corporate Credit, Capital Markets, Commercial Real Estate, Fixed Income, Finance

Education
University of Colorado at Denver   2009 — 2011
Master of Business Administration (M.B.A.), Investment Management

Metropolitan State College of Denver   2003 — 2006
Bachelors, Accounting

Alan Heidt Alan Heidt Greater Denver Area Details
Alan Heidt's Charles Schwab Experience March 2006 - May 2007
Job HRIS Analyst at National Renewable Energy Laboratory
Industry Human Resources
Experience
National Renewable Energy Laboratory (NREL)   August 2008 - Present
Sprint  May 2007 - August 2008
Charles Schwab   March 2006 - May 2007
Sprint Nextel  June 2003 - March 2006
Merrill Lynch  September 1999 - February 2002

Skills
Project Management, Human Resources, Sales, Microsoft Office, CRM, Renewable Energy, Training, Employee Relations, College Recruiting, Applicant Tracking..., Recruiting

Education
Metropolitan State University of Denver
Bachelors, Marketing

Douglas Stedman Douglas Stedman Tampa/St. Petersburg, Florida Area Details
Douglas Stedman's Charles Schwab Experience 2005 - 2008
Job Accounting, Internal Audit & Financial Services Senior Professional
Industry Accounting
Experience
MMC Group LP  March 2009 - Present
MMC Group LP  March 2009 - March 2015
Home Shopping Network  January 2008 - March 2009
Charles Schwab   2005 - 2008
Edward Jones  2000 - 2005
Eckerd  1998 - 2000
Romac International  1996 - 1998
Resolution Trust Corporation  1991 - 1995
Arthur Andersen  1974 - 1980

Skills
Auditing, Internal Controls, Risk Management, Sarbanes-Oxley Act, Internal Audit, Due Diligence

Education
Metropolitan State University of Denver   1968 — 1974
BS, Accounting

University of Colorado Denver   1968 — 1974

Robin Starr Robin Starr Merlin, Oregon Details
Robin Starr's Charles Schwab Experience March 2000 - July 2000
Job Product & Digital Marketing
Industry Online Media
Experience
RSE, Inc.   July 2013 - Present
Barnes & Noble Distribution Center   December 2012 - June 2013
Ryland Group   July 2000 - December 2012
Ryland Homes  2000 - December 2012
Charles Schwab   March 2000 - July 2000
Instinet  1999 - 2000

Skills
Microsoft Exchange, Windows Server, Cisco Technologies, VPN, System Administration, Blackberry Enterprise..., Cloud Computing, Software Documentation, Windows 7, Virtualization, Hardware, HP, Windows, TCP/IP, Operating Systems

Education
Mesa Community College   1973 — 1976

Brian Nabors Brian Nabors Greater Memphis Area Details
Brian Nabors's Charles Schwab Experience 1999 - 2001
Job Inside Sales
Industry Market Research
Experience
Pemko Manufacturing  June 2008 - Present
Charles Schwab   1999 - 2001

Education
Metropolitan State University of Denver   1998 — 2004

Ken Classen Ken Classen Greater Denver Area Details
Ken Classen's Charles Schwab Experience November 1997 - November 2010
Job TIAACREF Tuition Financing: Consultant Internal Wholesaler Process Improvement
Industry Financial Services
Experience
TIAA-CREF  September 2011 - Present
University of Denver  May 1997 - Present
Charles Schwab   November 1997 - November 2010

Skills
Project Management, Process Improvement, Customer Service, Microsoft Excel, Management, Microsoft Office, Analysis, Team Leadership, FINRA, 529 Plans, Business Coaching, Sports Coaching, Series 7, Series 63, Series 9/10, Fixed Income, Equities, Investments, paralegal

Education
Metropolitan State University of Denver   1980 — 1984

Metropolitan State University of Denver

Colin Veerkamp Colin Veerkamp Denver, Colorado Details
Colin Veerkamp's Charles Schwab Experience January 2004 - September 2005
Job Network Operations Analyst at Evolve Vacation Rental Network
Industry Financial Services
Experience
Evolve Vacation Rental Network  April 2015 - Present
Evolve Vacation Rental Network  November 2014 - April 2015
Envestnet, Inc  2014 - 2014
ePlan Services, Inc.   October 2005 - November 2010
Charles Schwab   January 2004 - September 2005
Sunglass Hut International  August 2002 - January 2004

Skills
Customer Service, Data Mining, Data Management, Creative Problem Solving, Salesforce.com, Retirement Planning, 401k, Employee Benefits, Management, CRM, Sales, Selling, Human Resources, ERISA, Mutual Funds, Retirement, Training, Financial Services, Finance, Investments, Wealth Management

Education
Metropolitan State College of Denver   2011 — 2015
Bachelor of Science (B.S.), Finance

Marc A. Lovato Marc A. Lovato Greater Denver Area Details
Marc A. Lovato's Charles Schwab Experience 2006 - December 2014
Job YMCA Sports Volunteer of the Year
Industry Education Management
Experience
Charles Schwab   2006 - December 2014
Walgreens  2004 - 2006
Xcel Energy  1997 - 2002
KCNC-TV  2001 - 2001

Skills
Customer Service, Coaching, Mentoring, Youth Development, Basketball, Basketball Coaching, Supervision, Family Development, Investments, Public Speaking, Financial Services, Team Building, Leadership, Management, Business Development, Youth Mentoring

Education
Metropolitan State University of Denver   1998 — 2003
B.S. Meteorology, Mathematics, Physical Sciences

The University of New Mexico   1996 — 1997
Pre-Med

Windee Gustafson Windee Gustafson Phoenix, Arizona Area Details
Windee Gustafson's Charles Schwab Experience May 2010 - Present
Job SR. Specialist Trust Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2010 - Present
Charles Schwab   May 2008 - May 2010
Charles Schwab   September 2006 - May 2008
Charles Schwab   October 2005 - September 2006
Charles Schwab   April 1999 - October 2005
Chase Bank  March 1997 - April 1999
Cendant  1993 - 1997

Skills
Series 63, Securities, Series 7, Customer Service, Series 9 and 10, CTFA, Financial Services, Trust Services

Education
Mesa Community College

Joseph Keyser Joseph Keyser Phoenix, Arizona Area Details
Joseph Keyser's Charles Schwab Experience 1999 - 2001
Job Treasurer, Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank  May 2007 - Present
IPS-Sendero  2003 - 2007
Risk Analytics  2001 - 2004
Charles Schwab   1999 - 2001
Merrill Lynch  1997 - 1999

Skills
Financial Modeling, Enterprise Risk..., Financial Analysis, Risk Management, Banking, Market Risk, Analysis, Internal Audit, Accounting, Portfolio Management, Process Improvement, Strategic Planning, Treasury Management, Cash Management, ALM, Due Diligence, Financial Reporting, Credit, Mergers & Acquisitions, Finance, Corporate Finance, Strategic Financial..., Cash Flow, Managerial Finance, Internal Controls, Business Analysis, Forecasting, Insurance, Credit Analysis, Credit Risk, Financial Risk, Budgets, Financial Services, Auditing, Commercial Lending, Retail Banking, Commercial Banking, Business Process..., Loan Origination, Mortgage Lending, Consumer Lending, Loans, Underwriting, Financial Structuring, Mortgage Banking, Capital Markets

Education
Metropolitan State College of Denver   1993 — 1997
Bachelor's Degree, Finance

Toby Pulsipher Toby Pulsipher Phoenix, Arizona Area Details
Toby Pulsipher's Charles Schwab Experience January 1999 - May 2001
Job Owner of Piper Insurance
Industry Insurance
Experience
Piper Insurance   December 2008 - Present
FBFS   June 2001 - November 2008
Charles Schwab   January 1999 - May 2001

Skills
Insurance, Annuities, Commercial Insurance, Brokers, Casualty, IRA's, Disability Insurance, Health Insurance, Liability, Workers Compensation, Term Life Insurance

Education
Mesa Community College   2000 — 2003
Associate's degree

Josh Kurtz Josh Kurtz Chandler, Arizona Details
Josh Kurtz's Charles Schwab Experience June 2010 - May 2012
Job Senior Network Engineer at Origami Owl
Industry Information Technology and Services
Experience
Origami Owl Custom Jewelry  May 2014 - Present
Republic Services Inc  September 2012 - June 2014
Community Healthcare Systems  May 2012 - August 2012
Charles Schwab   June 2010 - May 2012
American Express  January 2010 - June 2010
AT&T  June 2009 - January 2010
Premise One Inc.  January 2008 - February 2009
US Army  July 2001 - July 2005

Skills
Cisco Technologies, OSPF, Network Engineering, BGP, TCP/IP, EIGRP, Firewalls, CCNA, WAN, VPN, Security, Network Security, LAN-WAN, Routing, Network Administration, CCNP, Wireless, Computer Security, Network Architecture, Wireless Networking, Telecommunications, Network Design, ICM Scripting, Calabrio Call Recording, CUIC Reporting, Cisco Call Manager, Cisco CVP, VXML Routers

Education
Mesa Community College

Joel Benrubi Joel Benrubi Phoenix, Arizona Area Details
Joel Benrubi's Charles Schwab Experience September 1997 - Present
Job Telecom Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   September 1997 - Present
Wells Fargo  1995 - 1997

Skills
Disaster Recovery, Vendor Management, Data Center, SDLC, Telecommunications, Visio

Education
Mesa Community College   1982 — 1985

Jesse Nelson Jesse Nelson Greater Denver Area Details
Jesse Nelson's Charles Schwab Experience March 2010 - December 2013
Job Senior Genesys Engineer at Performance Technology Partners
Industry Information Technology and Services
Experience
Performance Technology Partners  December 2013 - Present
Charles Schwab   March 2010 - December 2013
Ticketmaster  February 2005 - March 2010
All Copy Products  August 2004 - November 2005

Skills
IVR, Call Center, Solution Design, VoIP, System Administration, Troubleshooting, Problem Solving, Strategic Planning, Genesys, Linux, Genesys Framework, Genesys Interaction..., Genesys GVP, Genesys SIP, SIP, Solution Architecture, Call Centers, Cisco Technologies, Networking, Integration, Routing, CTI

Education
Metropolitan State College of Denver
Bachelor of Science

Red Rocks Community College
Associates of Applied Science, Computer and Information Sciences and Support Services

Brent Rite Brent Rite Phoenix, Arizona Area Details
Brent Rite's Charles Schwab Experience August 2011 - Present
Job Associate Financial Consultant Charles Schwab
Industry Investment Management
Experience
Charles Schwab   August 2011 - Present
Salt River Project  June 2007 - May 2008

Education
Mesa Community College   2008 — 2010

Mesa High School   2005 — 2008
High School Diploma, Automotives

Joseph D'Amaro Joseph D'Amaro Buffalo/Niagara, New York Area Details
Joseph D'Amaro's Charles Schwab Experience 1999 - 2005
Job Mortgage Consultant at M&T Bank
Industry Banking
Experience
M&T Bank  January 2005 - Present
Charles Schwab   1999 - 2005

Skills
Finance, Microsoft Office, Customer Service, Management

Education
Mesa Community College   1994 — 1997
Associate’s Degree

Jason Belden Jason Belden Phoenix, Arizona Area Details
Jason Belden's Charles Schwab Experience May 2007 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab   May 2007 - April 2008

Education
Metropolitan College of New York - School of Business   2002 — 2004
Bachelors, Business Administration

Crystal Renfro Crystal Renfro Greater Denver Area Details
Crystal Renfro's Charles Schwab Experience October 2011 - April 2012
Job Solution Architect at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation  June 2012 - Present
Charles Schwab   October 2011 - April 2012
Vail Resorts  2012 - 2012
CH2M HILL  March 2009 - October 2011
Archstone  November 2008 - March 2009
Boston Market Corporation  July 2006 - October 2008
Centura Health  July 2004 - June 2006
Time Warner Telecom  February 2001 - June 2004

Skills
Crystal Reports, ReportSmith, PeopleSoft, SQL, Business Analysis, Requirements Analysis, ERP, Software Documentation, PeopleTools, Troubleshooting, HRIS

Education
Metropolitan State College of Denver   1997 — 2000
Bachelor of Science (B.S.), Computer Info. Systems & Management Sciences

Metropolitan State University of Denver   1997 — 2000
Bachelor of Science (B.S.), Computer Information Systems and Management Sciences

Kathy Zenk Kathy Zenk Austin, Texas Area Details
Kathy Zenk's Charles Schwab Experience January 2015 - Present
Job Director Legal Services at Charles Schwab
Industry Legal Services
Experience
Charles Schwab   January 2015 - Present
Dougherty Financial Group   2005 - April 2014
Riversource (former asset management division of American Express Financial Corp)   2004 - 2005
U.S. Bancorp Asset Management, Inc.   2003 - 2004
LSS Data Systems  2001 - 2001
First American Asset Management   2000 - 2001
Northwest Airlines  1999 - 2000
United States Marine Corps  1985 - 1991

Skills
Hedge Funds, Due Diligence, Investments, Mergers, Contract Negotiation, Securities, Financial Services, Asset Management, Mergers & Acquisitions, Management, Corporate Law, Executive Management, Portfolio Management

Education
William Mitchell College of Law
Juris Doctor, Law

Metropolitan State University
Bachelor of Arts, Finance

D.A.R.E. Academy - Los Angeles Police Department

Military Police Academy - Lackland Air Force Base

Judith (Jody) Cullinane Judith (Jody) Cullinane New London/Norwich, Connecticut Area Details
Judith (Jody) Cullinane's Charles Schwab Experience February 2014 - Present
Job Financial Consultant at Charles Schwab Independent Branch
Industry Financial Services
Experience
Charles Schwab   February 2014 - Present
The Washington Trust Company  April 2006 - February 2014
Appleton Partners, Inc.   1988 - 1999

Skills
Financial Services, Wealth Management, Marketing, Marketing Strategy, Marketing Communications, New Business Development, Event Planning, Account Management, Investment Management

Education
Bryant University   2012 — 2013
Business Management Certificate

Northern Virginia Community College   2000 — 2003
Associate's degree, Design and Visual Communications, General

Merrimack College   1982 — 1987
BS, Business/Finance

Danny Manzanares Danny Manzanares Greater Denver Area Details
Danny Manzanares's Charles Schwab Experience 2007 - 2009
Job Financial Solutions Guide
Industry Real Estate
Experience
Elevations Credit Union  November 2014 - Present
Colorado Investors Real Estate Services, LLC   2008 - Present
Beta Health Association   August 2013 - July 2014
Elevations Credit Union  2010 - 2013
Charles Schwab   2007 - 2009
Bellco Credit Union  2005 - 2007

Skills
Licensed Life & Health..., Real Estate License, Finance, Credit, Equities, Customer Service, Financial Services, REO, Listings, Buyer Representation, First Time Home Buyers, Management, Loans

Education
Metropolitan State University of Denver

Western State College

Centaurus High School

Daesha Smith Daesha Smith Greater Denver Area Details
Daesha Smith's Charles Schwab Experience June 1999 - July 2001
Job IT Business/ System Analyst at Aurora Bank FSB
Industry Information Technology and Services
Experience
Aurora Bank FSB  November 2001 - July 2012
Charles Schwab   June 1999 - July 2001

Education
Metropolitan State College of Denver
Bachelor of Science (B.S.), Information Technology

Kristine Albinda Kristine Albinda Phoenix, Arizona Area Details
Kristine Albinda's Charles Schwab Experience August 2010 - July 2011
Job DCI Technician at American Express
Industry Information Technology and Services
Experience
American Express  September 2014 - Present
American Traffic Solutions  August 2011 - September 2014
Charles Schwab   August 2010 - July 2011
Mattel  August 2009 - July 2010
Brazen Technology, Inc.   October 2007 - September 2009
Cummins Allison  October 2005 - October 2007

Skills
Windows, Visio, Software Documentation, Troubleshooting, Active Directory, Access, Microsoft Exchange, System Administration, Operating Systems, SharePoint, Computer Hardware, Cisco Technologies, Disaster Recovery, Network Security, VMware, SCCM, Windows Security, WSUS, Group Policy, Hardware, Blackberry Enterprise..., VPN, Technical Writing, Help Desk Support

Education
Mesa Community College   2010 — 2012
Information Technology

Phoenix College   2009 — 2011
Information Technology

Travina Howell Travina Howell Phoenix, Arizona Area Details
Travina Howell's Charles Schwab Experience 2006 - 2009
Job Student at University of Phoenix, Fixed Income Trader
Industry Financial Services
Experience
Vanguard  September 2013 - Present
Vanguard  August 2011 - September 2013
Charles Schwab   2006 - 2009

Skills
Bloomberg, Financial Analysis, Fixed Income, Investments, Mutual Funds, Series 63, Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Finance, Portfolio Management, Series 7, Trading, Asset Allocation, Financial Services, Customer Service

Education
University of Phoenix   2011 — 2014
Bachelors in Business Science, Finance

Mesa Community College   2008 — 2010
General Studies

Kelly Van Winkle, CFP® Kelly Van Winkle, CFP® Greater Denver Area Details
Kelly Van Winkle, CFP®'s Charles Schwab Experience March 2012 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2012 - Present
Charles Schwab   November 2011 - March 2012
Charles Schwab   February 2011 - August 2011
Charles Schwab   October 2007 - February 2011
Charles Schwab   August 2006 - October 2007

Education
Metropolitan State College of Denver
Bachelor's degree, Finance

Lori Huff Lori Huff Casper, Wyoming Area Details
Lori Huff's Charles Schwab Experience August 1995 - Present
Job Senior Staff Engineering at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   August 1995 - Present
Motorola Solutions  January 1985 - August 1995
Siemens  January 1983 - January 1985

Skills
Unix, Data Center, Servers, Disaster Recovery, Enterprise Architecture, SOA, Vendor Management, Linux, Requirements Analysis, Solaris

Education
Mesa Community College

Daniece Rainville Daniece Rainville Greater Denver Area Details
Daniece Rainville's Charles Schwab Experience May 2013 - May 2014
Job ELearning Developer/Analyst at Trumpet Behavioral Health
Industry E-Learning
Experience
Trumpet Behavioral Health  June 2014 - Present
Charles Schwab   May 2013 - May 2014
Charles Schwab   February 2011 - May 2013
TEKsystems  September 2010 - February 2011

Skills
Articulate Storyline, Audacity, Premiere Elements, Photoshop Elements, Articulate Studio, Technical Writing, Business Writing, E-Learning, Quality Assurance, Captivate, Training, Quality Reviews, Technical Editing, Functional Testing, SDLC, Agile Methodologies, Needs Analysis, SnagIt, ADDIE, Instructional Design, Employee Training, Software Documentation

Education
Metropolitan State University of Denver   2006 — 2010
B.A.

George Washington High School   2001 — 2005

Brittany Duran Brittany Duran Greater Denver Area Details
Brittany Duran's Charles Schwab Experience October 2006 - September 2008
Job Broker
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company  October 2010 - September 2011
Financial  2010 - 2011
Charles Schwab   October 2006 - September 2008

Skills
Series 7, Trading, Options, Securities, Investments, Mutual Funds, Customer Service, Excel, Word, Financial Markets, Retirement Planning, Customer Relations, Problem Solving, Retirement, New Business Development, Series 63

Education
Metropolitan State College of Denver   2000 — 2005
Bs, Finance

University of Colorado at Boulder   2002 — 2003

Nicole Bowring Nicole Bowring Phoenix, Arizona Area Details
Nicole Bowring's Charles Schwab Experience June 2011 - December 2012
Job Quality Assurance
Industry Information Technology and Services
Experience
TSYS  February 2013 - March 2014
Charles Schwab   June 2011 - December 2012
Wells Fargo  April 2010 - February 2011
Isagenix  December 2006 - September 2008

Skills
SDLC, Software Quality..., Test Planning, Regression Testing, Quality Assurance, Business Analysis, Process Improvement, User Acceptance Testing, Testing, Test Cases, Manual Testing

Education
Mesa Community College   1986 — 1987
GED, General, 11

Christine Kunimura Christine Kunimura Greater Denver Area Details
Christine Kunimura's Charles Schwab Experience February 2015 - Present
Job Program Manager, Learning Metrics at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   February 2015 - Present
Charles Schwab   July 2014 - January 2015
Janus Capital Group  September 2008 - July 2014
Great-West Life and Annuity Insurance Company  April 2006 - August 2008
Great-West Life and Annuity Insurance Company  May 2004 - April 2006
Great-West Life and Annuity Insurance Company  December 2000 - May 2004

Skills
HRIS, SAP, SAP HR, Employee Benefits, Process Improvement, Internal Communications, Taleo, SuccessFactors, Performance Management, Personnel Management, Deferred Compensation, Benefits Administration, Project Management, SharePoint, Human Resources, Onboarding, Business Analysis, Metrics Reporting, Metrics, Program Management, Learning Management, Training & Development

Education
Metropolitan State College of Denver   2004 — 2006
Bachelor of Science

Marla MacLennan Marla MacLennan Greater Denver Area Details
Marla MacLennan's Charles Schwab Experience July 2014 - August 2015
Job Account Resolution Coordinator at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial  August 2015 - Present
Charles Schwab   July 2014 - August 2015
University of Phoenix  March 2012 - May 2014
University of Phoenix  March 2010 - March 2012
GOGO Worldwide Vacations  November 2006 - March 2010
Zales  October 2005 - December 2006

Skills
Self Motivated, Detail Oriented, Excellent Customer..., Self Starter, Self Management, Self Driven, Virtual Teams, Cross-functional Team..., Cross-cultural, Curiosity, Knowledge Sharing, Mentoring, Motivator, Leadership, Customer Service, Time Management, Motivation, Call Centers, Oral & Written..., Self-driven, Employee Training, New Business..., CRM, Nonprofits, Management, Information Systems, Critical Thinking, Result Oriented, Goal Oriented, Team-oriented

Education
Western International University   2012 — 2014
Masters of Arts in Human Dynamics

University of Phoenix   2010 — 2011
Bachelors in Business, Marketing

Mesa Community College   2004 — 2007
Associate, Arts

Daisy Urso Daisy Urso Littleton, Colorado Details
Daisy Urso's Charles Schwab Experience January 2013 - Present
Job Resolution Specialist
Industry Banking
Experience
Charles Schwab   January 2013 - Present
FirstBank  2001 - 2010
Dillards  February 2000 - July 2001

Skills
Customer Service, Problem Solving, Training, Report Writing, Team Leadership, Community Outreach, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Risk Management

Education
University of Colorado
Master of Arts, Linguistics

Metropolitan State University of Denver
Bachelor of Arts, Music

Benjamin Loos Benjamin Loos Parker, Colorado Details
Benjamin Loos's Charles Schwab Experience June 2015 - Present
Job at
Industry Retail
Experience
Charles Schwab   June 2015 - Present
Vickery motorsports   May 2012 - June 2015

Skills
Customer Service, Microsoft Office, Management, Microsoft Word, Retail, PowerPoint, Social Media, Training

Education
Metropolitan State University of Denver   2009 — 2014
business management, Business Administration and Management, General

Tom McEnaney, CFP® Tom McEnaney, CFP® Portland, Maine Details
Tom McEnaney, CFP®'s Charles Schwab Experience June 1992 - April 2004
Job Vice President at Maine Financial Advisors
Industry Financial Services
Experience
Maine Financial Advisors   2012 - Present
Fidelity Investments  September 2008 - August 2011
Fidelity Investments  May 2004 - August 2008
Charles Schwab   June 1992 - April 2004

Education
Merrimack College
Financial Planning

University of Maine
Business Administration, Finance

Caleb Salankey Caleb Salankey Orange County, California Area Details
Caleb Salankey's Charles Schwab Experience September 2010 - April 2012
Job Manager of Projects Direct Drive Systems
Industry Oil & Energy
Experience
FMC Technologies  January 2015 - Present
FMC Technologies  January 2014 - January 2015
FMC Technologies  September 2013 - January 2014
FMC Technologies  May 2012 - September 2013
Charles Schwab   September 2010 - April 2012
Charles Schwab   March 2008 - September 2010
Charles Schwab   September 2006 - March 2008
San Francisco Giants  June 2003 - April 2006

Skills
Risk Management, Financial Analysis, Financial Modeling, Project Management, Business Analysis, Analysis, Portfolio Management, Finance, Process Improvement, Asset Management, Investments, Management, Leadership, Negotiation, Contract Negotiation, Subsea Engineering, Corporate Finance, Strategic Thinking, Business Strategy, Business Process...

Education
Regis University   2011 — 2013
Master of Business Administration (MBA), Accounting and Finance

Metropolitan State College of Denver   2006 — 2010
Bachelor of Science (BS), Marketing

Metropolitan State College of Denver   2000 — 2010
Bachelor of Science (BS), Finance, General

Jennifer Keach Jennifer Keach Littleton, Colorado Details
Jennifer Keach's Charles Schwab Experience August 2007 - January 2012
Job Financial Services/ Mortgage Professional
Industry Financial Services
Experience
JPMorgan Chase  2012 - 2013
Charles Schwab   August 2007 - January 2012

Skills
Creativity, Customer Service, Job Coaching, Typing, Microsoft Office, Organization, Multi Tasking, Outstanding time..., Learning Quickly, Professional Mentoring

Education
Metropolitan State University of Denver   2004 — 2006
Bachelor of Arts (B.A.), Behavioral Science with a focus in Psychology; Minor in Women's Studies, 3.83

Crystal Aguilera Crystal Aguilera Denver, Colorado Details
Crystal Aguilera's Charles Schwab Experience 2015 - Present
Job Business Analyst I at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   2015 - Present

Skills
Business Analysis, Management, Customer Service, Microsoft Office, Leadership, Project Management, Process Improvement, Financial Analysis, Risk Management, Analysis

Education
Metropolitan State University of Denver

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