Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 . . .
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
Pemko Manufacturing June 2008 - Present
Charles Schwab 1999 - 2001
Education
Metropolitan State University of Denver 1998 — 2004
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
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
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
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
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
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
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
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
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
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
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
Charles Schwab May 2007 - April 2008
Education
Metropolitan College of New York - School of Business 2002 — 2004
Bachelors, Business Administration
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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