Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Royce Jackson Royce Jackson's Charles Schwab Experience May 2001 - March 2013
Job Site Supervisor at Canon Solutions America
Industry Financial Services
Experience
Canon Solutions America August 2015 - Present
Charles Schwab May 2001 - March 2013
Walgreens April 2000 - 2001
Sear Mailing October 1991 - 2000
Skills
Listening/Communicating,..., Management, Project Management, Customer Service, Interviews, Supervisory Skills, Leadership, Quality Control, Process Improvement, Analysis, Coaching, Employee Training, Energy, Outsourcing, Program Management, Vendor Management
Education
Mountain View College 1998 — 1999
Business Administration and Management, General
Justin F Kimball 1984 — 1986
HIghschool diploma
Canon Solutions America August 2015 - Present
Charles Schwab May 2001 - March 2013
Walgreens April 2000 - 2001
Sear Mailing October 1991 - 2000
Skills
Listening/Communicating,..., Management, Project Management, Customer Service, Interviews, Supervisory Skills, Leadership, Quality Control, Process Improvement, Analysis, Coaching, Employee Training, Energy, Outsourcing, Program Management, Vendor Management
Education
Mountain View College 1998 — 1999
Business Administration and Management, General
Justin F Kimball 1984 — 1986
HIghschool diploma
Daniel Brasier Daniel Brasier's Charles Schwab Experience June 2002 - September 2004
Job Vice President & CoFounder at Upriise
Industry Entertainment
Experience
Upriise July 2014 - Present
OTC Markets Group October 2006 - February 2014
Knobias, Inc. September 2004 - October 2006
Charles Schwab June 2002 - September 2004
Morgan Stanley May 2001 - June 2002
Skills
Securities, Capital Markets, Investor Relations, Private Equity, Investments, Portfolio Management, Equities, Mergers, Asset Managment, Financial Analysis, Hedge Funds, Investment Banking, Financial Modeling, Trading, Venture Capital, Equity Trading, Bloomberg, Asset Management, Electronic Trading
Education
Mississippi College 1997 — 2001
Bachelor of Science, Business/Commerce, General
Upriise July 2014 - Present
OTC Markets Group October 2006 - February 2014
Knobias, Inc. September 2004 - October 2006
Charles Schwab June 2002 - September 2004
Morgan Stanley May 2001 - June 2002
Skills
Securities, Capital Markets, Investor Relations, Private Equity, Investments, Portfolio Management, Equities, Mergers, Asset Managment, Financial Analysis, Hedge Funds, Investment Banking, Financial Modeling, Trading, Venture Capital, Equity Trading, Bloomberg, Asset Management, Electronic Trading
Education
Mississippi College 1997 — 2001
Bachelor of Science, Business/Commerce, General
Lana Cheng Lana Cheng's Charles Schwab Experience 2001 - 2004
Job Independent Consultant
Industry Financial Services
Experience
Bank of the West July 2014 - Present
Fiserv October 2007 - June 2014
Fiserv 2007 - 2013
JPMorgan Chase 2004 - 2007
Charles Schwab 2001 - 2004
Wells Fargo 1997 - 2000
AllianceBernstein 1991 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Separately Managed..., Salesforce.com
Education
Mount Holyoke College
Political Science
Bank of the West July 2014 - Present
Fiserv October 2007 - June 2014
Fiserv 2007 - 2013
JPMorgan Chase 2004 - 2007
Charles Schwab 2001 - 2004
Wells Fargo 1997 - 2000
AllianceBernstein 1991 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Separately Managed..., Salesforce.com
Education
Mount Holyoke College
Political Science
Helene K. Helene K.'s Charles Schwab Experience 1997 - 2010
Job President All State Cleaning Service
Industry Consumer Services
Experience
All State Cleaning Service Project CoordinatorProject Manager - Charles Schwab & Co.November 1997 - May 2010
Charles Schwab 1997 - 2010
Bayer 1992 - 1997
Skills
Customer Service, Small Business, Professional Cleaning, Event Planning, Party Plan, Floor Cleaning, Commercial Cleaning, Painting, Clean Up, Hosting Services, Residential Cleaning
Education
Nassau Community College 1985 — 1987
Associate of Arts and Sciences (AAS), Medical Administrative/Executive Assistant and Medical Secretary, 4.0
Nassau Community
Associate of Arts and Sciences (AAS), Medical Administrative/Executive Assistant and Medical Secretary
All State Cleaning Service Project CoordinatorProject Manager - Charles Schwab & Co.November 1997 - May 2010
Charles Schwab 1997 - 2010
Bayer 1992 - 1997
Skills
Customer Service, Small Business, Professional Cleaning, Event Planning, Party Plan, Floor Cleaning, Commercial Cleaning, Painting, Clean Up, Hosting Services, Residential Cleaning
Education
Nassau Community College 1985 — 1987
Associate of Arts and Sciences (AAS), Medical Administrative/Executive Assistant and Medical Secretary, 4.0
Nassau Community
Associate of Arts and Sciences (AAS), Medical Administrative/Executive Assistant and Medical Secretary
Clay Cooper Clay Cooper's Charles Schwab Experience 2006 - 2008
Job Director of Social Enterprises & Employment Services
Industry Nonprofit Organization Management
Experience
Central City Concern April 2013 - Present
Speak Shop January 2004 - Present
Portland State University January 2013 - March 2013
Mercy Corps Northwest June 2012 - July 2012
Oregon College of Art & Craft February 2010 - June 2012
Ashoka´s Changemakers 2010 - 2011
Charles Schwab 2006 - 2008
Charles Schwab 2002 - 2004
Charles Schwab 2000 - 2002
Charles Schwab 1996 - 1998
Skills
Product Management, Entrepreneurship, Cross-functional Team..., Management, Marketing, Business Planning, Analysis, Product Development, Project Planning, Marketing Management, Sales, Public Relations, B2B, Advertising, Negotiation, Financial Modeling, Retail, Start-ups, Strategic Partnerships, Strategy, Investments, Strategic Planning, Leadership
Education
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Thunderbird School of Global Management 1998 — 2000
Master of International Management (Global MBA)
Montana State University-Bozeman
Bachelor of Science, Finance
Central City Concern April 2013 - Present
Speak Shop January 2004 - Present
Portland State University January 2013 - March 2013
Mercy Corps Northwest June 2012 - July 2012
Oregon College of Art & Craft February 2010 - June 2012
Ashoka´s Changemakers 2010 - 2011
Charles Schwab 2006 - 2008
Charles Schwab 2002 - 2004
Charles Schwab 2000 - 2002
Charles Schwab 1996 - 1998
Skills
Product Management, Entrepreneurship, Cross-functional Team..., Management, Marketing, Business Planning, Analysis, Product Development, Project Planning, Marketing Management, Sales, Public Relations, B2B, Advertising, Negotiation, Financial Modeling, Retail, Start-ups, Strategic Partnerships, Strategy, Investments, Strategic Planning, Leadership
Education
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Thunderbird School of Global Management 1998 — 2000
Master of International Management (Global MBA)
Montana State University-Bozeman
Bachelor of Science, Finance
Ben Rowells Ben Rowells's Charles Schwab Experience August 2014 - Present
Job Associate Software Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab August 2014 - Present
Skills
AngularJS, JavaScript, GruntJS, HTML, Agile Methodologies, Java, Git, C++, Python, C, C#, SQL, MySQL, PHP, CSS, Eclipse, Software Engineering, Linux, Assembly Language
Education
Mississippi State University 2009 — 2014
Bachelor of Science (BS), Computer Software Engineering, 3.05
Charles Schwab August 2014 - Present
Skills
AngularJS, JavaScript, GruntJS, HTML, Agile Methodologies, Java, Git, C++, Python, C, C#, SQL, MySQL, PHP, CSS, Eclipse, Software Engineering, Linux, Assembly Language
Education
Mississippi State University 2009 — 2014
Bachelor of Science (BS), Computer Software Engineering, 3.05
Jason E. Lee, CFA Jason E. Lee, CFA's Charles Schwab Experience September 2010 - January 2011
Job Senior Credit Risk Analyst at FHLB of Dallas
Industry Financial Services
Experience
Federal Home Loan Bank of Dallas June 2014 - Present
OCC February 2014 - June 2014
CBIZ December 2012 - November 2013
Charles Schwab September 2010 - January 2011
Kershner Trading Group September 2004 - December 2009
Trustmark National Bank August 2002 - May 2004
Trustmark National Bank June 2002 - August 2002
Skills
Bloomberg, Financial Modeling, Equity Trading, Investments, Financial Analysis, Equities, Equity Research, Trading, Risk Management
Education
Texas A&M University - Mays Business School 2011 — 2012
MBA
Millsaps College 1998 — 2002
B.B.A, Business Administration and Computer Science
Federal Home Loan Bank of Dallas June 2014 - Present
OCC February 2014 - June 2014
CBIZ December 2012 - November 2013
Charles Schwab September 2010 - January 2011
Kershner Trading Group September 2004 - December 2009
Trustmark National Bank August 2002 - May 2004
Trustmark National Bank June 2002 - August 2002
Skills
Bloomberg, Financial Modeling, Equity Trading, Investments, Financial Analysis, Equities, Equity Research, Trading, Risk Management
Education
Texas A&M University - Mays Business School 2011 — 2012
MBA
Millsaps College 1998 — 2002
B.B.A, Business Administration and Computer Science
Curtis Reed, CFP® Curtis Reed, CFP®'s Charles Schwab Experience November 2011 - November 2012
Job Focused on Helping Investment Advisors Transition to the Independent RIA Model
Industry Financial Services
Experience
Arbor Point Advisors November 2012 - March 2015
Charles Schwab November 2011 - November 2012
Windy City Wealth Management May 2008 - December 2011
Bellatore June 2008 - March 2009
Schwab Institutional January 1999 - April 2008
Education
Missouri State University 1993 — 1997
Bachelor of Science (BS), Finance, General
Arbor Point Advisors November 2012 - March 2015
Charles Schwab November 2011 - November 2012
Windy City Wealth Management May 2008 - December 2011
Bellatore June 2008 - March 2009
Schwab Institutional January 1999 - April 2008
Education
Missouri State University 1993 — 1997
Bachelor of Science (BS), Finance, General
Michael Ratner Michael Ratner's Charles Schwab Experience July 2002 - January 2011
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2011 - Present
Charles Schwab July 2002 - January 2011
Dreyfus February 1998 - July 2002
Education
Jericho High School 1983 — 1987
Nassau Community College
University of Maryland College Park
UBS Financial Services Inc. April 2011 - Present
Charles Schwab July 2002 - January 2011
Dreyfus February 1998 - July 2002
Education
Jericho High School 1983 — 1987
Nassau Community College
University of Maryland College Park
Edward Browne III Edward Browne III's Charles Schwab Experience June 1989 - August 1993
Job Managing Partner at Compass Bay Advisors, LLC
Industry Investment Management
Experience
Compass Bay Advisors, LLC March 2014 - Present
Remington College August 2007 - February 2014
Cigna February 1994 - March 2007
Charles Schwab June 1989 - August 1993
Merrill Lynch March 1986 - March 1989
Skills
Microsoft Office, Project Management, Marketing, Business Analysis, New Business Development, Contract Negotiation, Data Analysis, Organizational..., IT Operations
Education
Morehouse College
Accounting and Finance
Compass Bay Advisors, LLC March 2014 - Present
Remington College August 2007 - February 2014
Cigna February 1994 - March 2007
Charles Schwab June 1989 - August 1993
Merrill Lynch March 1986 - March 1989
Skills
Microsoft Office, Project Management, Marketing, Business Analysis, New Business Development, Contract Negotiation, Data Analysis, Organizational..., IT Operations
Education
Morehouse College
Accounting and Finance
Arul Ramachandran Arul Ramachandran's Charles Schwab Experience December 2006 - December 2007
Job Senior Hadoop Engineer at PayPal
Industry Information Technology and Services
Experience
PayPal May 2015 - Present
eBay Advertising September 2013 - April 2015
PayPal January 2008 - September 2013
Charles Schwab December 2006 - December 2007
Wells Fargo 2005 - 2006
Charles Schwab 1996 - 2005
Ameritech 1995 - 1996
Skills
Unix, High Availability, Shell Scripting, Databases, Performance Tuning, Linux, Data Warehousing, Perl, Hadoop, Scalability, GoldenGate, MySQL, Cloud Computing, Operating Systems, SQL Tuning, Data Architecture, Replication, Unix Shell Scripting, Data Migration, Data Center, Cluster, SQL, Servers, Big Data, Aerospike
Education
National Institute of Technology Calicut
B.Tech., Electrical & Electronics Engineering
PayPal May 2015 - Present
eBay Advertising September 2013 - April 2015
PayPal January 2008 - September 2013
Charles Schwab December 2006 - December 2007
Wells Fargo 2005 - 2006
Charles Schwab 1996 - 2005
Ameritech 1995 - 1996
Skills
Unix, High Availability, Shell Scripting, Databases, Performance Tuning, Linux, Data Warehousing, Perl, Hadoop, Scalability, GoldenGate, MySQL, Cloud Computing, Operating Systems, SQL Tuning, Data Architecture, Replication, Unix Shell Scripting, Data Migration, Data Center, Cluster, SQL, Servers, Big Data, Aerospike
Education
National Institute of Technology Calicut
B.Tech., Electrical & Electronics Engineering
Peter Huang Peter Huang's Charles Schwab Experience 1994 - 1998
Job Strategic Marketing Executive
Industry Marketing and Advertising
Experience
East West Bank July 2013 - Present
Strategic and Creative Professional 2011 - 2012
PLAN C July 2011 - December 2011
AAAZA, Inc. August 2006 - July 2011
Archelan, LLC June 2002 - April 2006
Etrade 1999 - 2002
Charles Schwab 1994 - 1998
Skills
Strategic Planning, Creative Concept..., Multicultural, P&L responsibility, International Trade, Business Strategy, New Business Development, Entrepreneurial..., Interactive Marketing, Social Media Marketing, Business in China, Advertising, Product Development, Marketing Strategy, Entrepreneur, Creative Development, Integrated Marketing, Social Media, Product Marketing, Online Marketing, Digital Marketing, Marketing Communications, Lead Generation, Marketing, Entrepreneurship, Customer Insight, Business Development, B2B, Brand Management, Brand Development, Management, Leadership, Creative Direction, Strategy, Market Research
Education
University of California, Los Angeles
BA, International Economics - Asia Pacific Studies
National Chengchi University
Executive Management Program, Business Management
East West Bank July 2013 - Present
Strategic and Creative Professional 2011 - 2012
PLAN C July 2011 - December 2011
AAAZA, Inc. August 2006 - July 2011
Archelan, LLC June 2002 - April 2006
Etrade 1999 - 2002
Charles Schwab 1994 - 1998
Skills
Strategic Planning, Creative Concept..., Multicultural, P&L responsibility, International Trade, Business Strategy, New Business Development, Entrepreneurial..., Interactive Marketing, Social Media Marketing, Business in China, Advertising, Product Development, Marketing Strategy, Entrepreneur, Creative Development, Integrated Marketing, Social Media, Product Marketing, Online Marketing, Digital Marketing, Marketing Communications, Lead Generation, Marketing, Entrepreneurship, Customer Insight, Business Development, B2B, Brand Management, Brand Development, Management, Leadership, Creative Direction, Strategy, Market Research
Education
University of California, Los Angeles
BA, International Economics - Asia Pacific Studies
National Chengchi University
Executive Management Program, Business Management
Vladimir Netchiporuk's Charles Schwab Experience April 2011 - March 2013
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
Julian Zgoda Julian Zgoda's Charles Schwab Experience January 2004 - December 2004
Job Senior Oracle DBA at FusionStorm
Industry Information Technology and Services
Experience
FusionStorm March 2005 - Present
Charles Schwab January 2004 - December 2004
Genentech October 2002 - 2004
Skills
Oracle, Oracle RAC, Unix, Solaris, High Availability, Disaster Recovery, AIX, HP-UX, Unix Shell Scripting, Shell Scripting, Performance Tuning, Data Migration, Data Warehousing, Linux, Red Hat Linux, Virtualization, Enterprise Architecture, VMware, Databases, Solution Architecture, Oracle Applications, Database Administration
Education
Montana State University-Bozeman
Bachelor of Science, Electrical and Electronics Engineering
FusionStorm March 2005 - Present
Charles Schwab January 2004 - December 2004
Genentech October 2002 - 2004
Skills
Oracle, Oracle RAC, Unix, Solaris, High Availability, Disaster Recovery, AIX, HP-UX, Unix Shell Scripting, Shell Scripting, Performance Tuning, Data Migration, Data Warehousing, Linux, Red Hat Linux, Virtualization, Enterprise Architecture, VMware, Databases, Solution Architecture, Oracle Applications, Database Administration
Education
Montana State University-Bozeman
Bachelor of Science, Electrical and Electronics Engineering
Cale Hill Cale Hill's Charles Schwab Experience June 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
American Century Investments June 2012 - June 2014
American Century Investments June 2010 - June 2012
Skills
Wealth Management, Retirement Planning, Investment Strategies, Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Allocation, Investments, Financial Services, Financial Planning
Education
Missouri Western State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
Charles Schwab June 2014 - Present
American Century Investments June 2012 - June 2014
American Century Investments June 2010 - June 2012
Skills
Wealth Management, Retirement Planning, Investment Strategies, Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Allocation, Investments, Financial Services, Financial Planning
Education
Missouri Western State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
Josh Larsen Josh Larsen's Charles Schwab Experience August 2015 - Present
Job Systems Analyst at AGCO Corporation
Industry Information Technology and Services
Experience
Charles Schwab August 2015 - Present
AGCO Corporation September 2011 - August 2015
Bedford Technology October 1998 - August 2015
Pure Fishing April 2004 - September 2011
Skills
Server Administration, Windows Server, ERP, SAP, Active Directory, SharePoint, Troubleshooting, Integration, Visio, Cross-functional Team..., SAP R/3, Process Improvement, Manufacturing, Microsoft Office, IT Management, Microsoft Exchange, Enterprise Mobility, ITIL, Enterprise Architecture, EMC, Cisco Technologies, Watchguard, Project Management, Governance, IT Strategy, Virtualization, VMware, Storage Solutions
Education
Minnesota West Community and Technical College
Charles Schwab August 2015 - Present
AGCO Corporation September 2011 - August 2015
Bedford Technology October 1998 - August 2015
Pure Fishing April 2004 - September 2011
Skills
Server Administration, Windows Server, ERP, SAP, Active Directory, SharePoint, Troubleshooting, Integration, Visio, Cross-functional Team..., SAP R/3, Process Improvement, Manufacturing, Microsoft Office, IT Management, Microsoft Exchange, Enterprise Mobility, ITIL, Enterprise Architecture, EMC, Cisco Technologies, Watchguard, Project Management, Governance, IT Strategy, Virtualization, VMware, Storage Solutions
Education
Minnesota West Community and Technical College
Virinder Brar Virinder Brar's Charles Schwab Experience September 2015 - September 2015
Job MS Windows 7 Migration at AnheuserBusch
Industry Information Technology and Services
Experience
Anheuser-Busch September 2015 - Present
Charles Schwab September 2015 - September 2015
Tableau Software March 2014 - April 2014
Craft3 January 2014 - February 2014
Microsoft August 2013 - October 2013
Line 6 April 2013 - April 2013
Xenon Arc February 2013 - February 2013
UCLA Health System January 2013 - January 2013
University of Southern California November 2012 - November 2012
Microsoft (V- position) February 2012 - April 2012
Skills
Troubleshooting, Networking, Technical Support, Active Directory, Windows XP, Windows Server, Cisco Technologies, Routers, TCP/IP, Switches, Computer Hardware, Desktop Support..., DNS, XP, Help Desk Support, IT Security, IT Systems and Databases, Linux, Cisco, Firewalls, Windows, Virtualization, DHCP, CCNA, VPN, SAN, Network Administration, Servers, Network Security, Databases, WAN, VMware, Desktop Support, Cisco Switches, Windows Server 2003, LAN/WAN, VoIP, Windows Server 2008, Network Design, Information Security, Linux Ubuntu 14.04 LTS..., WWT CPMigrator, VoIP Polycom VVX500...
Education
University of Washington Tacoma 2011 — 2012
Bachelor of Science, Information Technology Systems
Tacoma Community College 2010 — 2011
Bachelor of Science, Computer Science
Milwaukee Area Technical College 2008 — 2010
Associate of Applied Science, IT Network Specialist
Anheuser-Busch September 2015 - Present
Charles Schwab September 2015 - September 2015
Tableau Software March 2014 - April 2014
Craft3 January 2014 - February 2014
Microsoft August 2013 - October 2013
Line 6 April 2013 - April 2013
Xenon Arc February 2013 - February 2013
UCLA Health System January 2013 - January 2013
University of Southern California November 2012 - November 2012
Microsoft (V- position) February 2012 - April 2012
Skills
Troubleshooting, Networking, Technical Support, Active Directory, Windows XP, Windows Server, Cisco Technologies, Routers, TCP/IP, Switches, Computer Hardware, Desktop Support..., DNS, XP, Help Desk Support, IT Security, IT Systems and Databases, Linux, Cisco, Firewalls, Windows, Virtualization, DHCP, CCNA, VPN, SAN, Network Administration, Servers, Network Security, Databases, WAN, VMware, Desktop Support, Cisco Switches, Windows Server 2003, LAN/WAN, VoIP, Windows Server 2008, Network Design, Information Security, Linux Ubuntu 14.04 LTS..., WWT CPMigrator, VoIP Polycom VVX500...
Education
University of Washington Tacoma 2011 — 2012
Bachelor of Science, Information Technology Systems
Tacoma Community College 2010 — 2011
Bachelor of Science, Computer Science
Milwaukee Area Technical College 2008 — 2010
Associate of Applied Science, IT Network Specialist
John McPheron John McPheron's Charles Schwab Experience May 1991 - June 2004
Job Financial Planning Advisor
Industry Financial Services
Experience
VALIC May 2004 - Present
VALIC May 2004 - December 2011
Charles Schwab May 1991 - June 2004
JMCP Consulting September 1990 - May 1991
Brauvin Securities October 1989 - September 1990
Cameron Murphy & Spangler April 1984 - October 1989
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Retirement, Financial Planning, Annuity, Annuities, Investments, Insurance, Sales Management, Coaching, Public Speaking, Securities, IRA's, 401k, Insurance Planning, Long Term Care, Financial Advisory, Asset Allocation, Term Life Insurance, Investment Products, Retirement Income..., Investment Strategies, Defined Benefit, Consultative Selling
Education
National Louis University 1971 — 1977
BA, M.Ed, Education
VALIC May 2004 - Present
VALIC May 2004 - December 2011
Charles Schwab May 1991 - June 2004
JMCP Consulting September 1990 - May 1991
Brauvin Securities October 1989 - September 1990
Cameron Murphy & Spangler April 1984 - October 1989
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Retirement, Financial Planning, Annuity, Annuities, Investments, Insurance, Sales Management, Coaching, Public Speaking, Securities, IRA's, 401k, Insurance Planning, Long Term Care, Financial Advisory, Asset Allocation, Term Life Insurance, Investment Products, Retirement Income..., Investment Strategies, Defined Benefit, Consultative Selling
Education
National Louis University 1971 — 1977
BA, M.Ed, Education
Scott McAlister Scott McAlister's Charles Schwab Experience April 2007 - January 2012
Job VP Financial Advisor at Financial Services / Wealth Management
Industry Financial Services
Experience
Financial Services / Wealth Management January 2012 - Present
Project Help 2015 - 2015
Old Capital Club of Monterey 2012 - 2014
Charles Schwab April 2007 - January 2012
Charles Schwab May 2002 - April 2007
Ansavoice Communications October 2001 - May 2002
Vintage Property Management April 2000 - October 2001
Skills
Series 7, Series 63, series 66, Wealth Management, Sales, Investor Relations, Notary Public, Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Investments, Asset Allocation, Financial Services, Finance, Securities, Mutual Funds, Customer Service, Management, Public Speaking, Event Planning, Strategic Planning
Education
University of the Pacific 1989 — 1991
Political Science and Government
Monterey Peninsula College 1986 — 1988
Political Science and Government
Financial Services / Wealth Management January 2012 - Present
Project Help 2015 - 2015
Old Capital Club of Monterey 2012 - 2014
Charles Schwab April 2007 - January 2012
Charles Schwab May 2002 - April 2007
Ansavoice Communications October 2001 - May 2002
Vintage Property Management April 2000 - October 2001
Skills
Series 7, Series 63, series 66, Wealth Management, Sales, Investor Relations, Notary Public, Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Investments, Asset Allocation, Financial Services, Finance, Securities, Mutual Funds, Customer Service, Management, Public Speaking, Event Planning, Strategic Planning
Education
University of the Pacific 1989 — 1991
Political Science and Government
Monterey Peninsula College 1986 — 1988
Political Science and Government
Connie Shipley Connie Shipley's Charles Schwab Experience November 2007 - September 2008
Job Regional Manager
Industry Education Management
Experience
Bright Horizons November 2011 - Present
Learning Care Group November 2008 - November 2011
Charles Schwab November 2007 - September 2008
Knowledge Universe December 2003 - June 2006
Valley of the Sun YMCA September 1997 - June 2001
Skills
Customer Service, Coaching, Strategic Planning, Team Building, Staff Development, Performance Management, Leadership Development, Budgets, Forecasting, Talent Acquisition, Recruiting, Training, Management, Employee Relations, Succession Planning, Process Improvement, PeopleSoft, Team Leadership, Public Speaking, Income Statement, Organizational..., Leadership, Hiring, Early Childhood...
Education
Southwest Missouri State University
Bachelor's degree
Bright Horizons November 2011 - Present
Learning Care Group November 2008 - November 2011
Charles Schwab November 2007 - September 2008
Knowledge Universe December 2003 - June 2006
Valley of the Sun YMCA September 1997 - June 2001
Skills
Customer Service, Coaching, Strategic Planning, Team Building, Staff Development, Performance Management, Leadership Development, Budgets, Forecasting, Talent Acquisition, Recruiting, Training, Management, Employee Relations, Succession Planning, Process Improvement, PeopleSoft, Team Leadership, Public Speaking, Income Statement, Organizational..., Leadership, Hiring, Early Childhood...
Education
Southwest Missouri State University
Bachelor's degree
Satya Ravulapati Satya Ravulapati's Charles Schwab Experience June 2012 - January 2014
Job Sr.Business Systems Analyst
Industry Financial Services
Experience
Silicon Valley Bank April 2014 - Present
Charles Schwab June 2012 - January 2014
GE Franchise Finanace December 2009 - June 2012
UPS April 2007 - December 2009
GE Commercial Finance September 2006 - March 2007
Seagate Technology April 2005 - September 2005
Skills
Business Process, Business Requirements, Requirements Gathering, Testing, Business Analysis, Integration, Analysis, SQL, Requirements Analysis, Agile Methodologies, UML, Oracle, PL/SQL, Data Modeling, Databases, Business Intelligence, SOA
Education
Southern Polytechnic State University 2004 — 2006
MS
Nagpur University 1998 — 2002
Bachelor of Engineering (B.E.)
Silicon Valley Bank April 2014 - Present
Charles Schwab June 2012 - January 2014
GE Franchise Finanace December 2009 - June 2012
UPS April 2007 - December 2009
GE Commercial Finance September 2006 - March 2007
Seagate Technology April 2005 - September 2005
Skills
Business Process, Business Requirements, Requirements Gathering, Testing, Business Analysis, Integration, Analysis, SQL, Requirements Analysis, Agile Methodologies, UML, Oracle, PL/SQL, Data Modeling, Databases, Business Intelligence, SOA
Education
Southern Polytechnic State University 2004 — 2006
MS
Nagpur University 1998 — 2002
Bachelor of Engineering (B.E.)
Gadamala SriHarsha Gadamala SriHarsha's Charles Schwab Experience December 2012 - Present
Job Onsite Coordinator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2012 - Present
Infosys November 2011 - November 2012
Charles Schwab November 2010 - October 2011
Infosys October 2008 - November 2010
Infosys Technologies Ltd June 2006 - October 2008
Skills
COBOL, WebSphere MQ, DB2, REXX, Easytrieve, Splunk, CICS, Options Strategies, PL/SQL, SDLC, Requirements Analysis, Requirements Gathering, JCL, VSAM, Mainframe, IBM Mainframe, Oracle, Unix
Education
National Institute of Technology Calicut 2004 — 2006
Master of Technology (M.Tech.), Energitics, A
Charles Schwab December 2012 - Present
Infosys November 2011 - November 2012
Charles Schwab November 2010 - October 2011
Infosys October 2008 - November 2010
Infosys Technologies Ltd June 2006 - October 2008
Skills
COBOL, WebSphere MQ, DB2, REXX, Easytrieve, Splunk, CICS, Options Strategies, PL/SQL, SDLC, Requirements Analysis, Requirements Gathering, JCL, VSAM, Mainframe, IBM Mainframe, Oracle, Unix
Education
National Institute of Technology Calicut 2004 — 2006
Master of Technology (M.Tech.), Energitics, A
Rupali Kshirsagar Rupali Kshirsagar's Charles Schwab Experience January 2009 - December 2009
Job Senior QA Specialist at Wells Fargo India
Industry Computer Software
Experience
Wells Fargo India Solutions October 2013 - January 2015
TD September 2012 - April 2013
Wachovia, A Wells Fargo Company April 2011 - September 2012
Union Bank of Switzerland 2010 - 2010
Charles Schwab January 2009 - December 2009
Fifth Third Bank June 2006 - December 2008
Skills
Regression Testing, Manual Testing, Quality Center, QTP, Test Planning, HP QTP, Test Strategy, Test Cases, HP Quality Center, System Testing, Business Analysis
Education
Motilal Nehru National Institute Of Technology 2002 — 2006
B. Tech, Computer Science
Wells Fargo India Solutions October 2013 - January 2015
TD September 2012 - April 2013
Wachovia, A Wells Fargo Company April 2011 - September 2012
Union Bank of Switzerland 2010 - 2010
Charles Schwab January 2009 - December 2009
Fifth Third Bank June 2006 - December 2008
Skills
Regression Testing, Manual Testing, Quality Center, QTP, Test Planning, HP QTP, Test Strategy, Test Cases, HP Quality Center, System Testing, Business Analysis
Education
Motilal Nehru National Institute Of Technology 2002 — 2006
B. Tech, Computer Science
Randal Ortleb Randal Ortleb's Charles Schwab Experience 1990 - 1992
Job VP Senior Compliance Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2012 - January 2014
Banc of America Specialist January 2005 - March 2012
E*Trade Clearing August 2004 - January 2005
US Clearing March 2001 - February 2003
Fleet Enterprises/ Quick & Reilly February 1999 - March 2001
Fleet Brokerage Securities 1981 - 1998
Charles Schwab 1990 - 1992
Skills
Trading, FINRA, Series 7, Equities, Mutual Funds, Series 24, Series 63, Securities, Capital Markets, Leadership, Financial Services, KYC, USA PATRIOT Act, Securities Regulation, AML
Education
Montclair State University 1978 — 1980
BS
Union County College 1975 — 1978
AAS, Liberal Arts/Education
Bank of America June 2012 - January 2014
Banc of America Specialist January 2005 - March 2012
E*Trade Clearing August 2004 - January 2005
US Clearing March 2001 - February 2003
Fleet Enterprises/ Quick & Reilly February 1999 - March 2001
Fleet Brokerage Securities 1981 - 1998
Charles Schwab 1990 - 1992
Skills
Trading, FINRA, Series 7, Equities, Mutual Funds, Series 24, Series 63, Securities, Capital Markets, Leadership, Financial Services, KYC, USA PATRIOT Act, Securities Regulation, AML
Education
Montclair State University 1978 — 1980
BS
Union County College 1975 — 1978
AAS, Liberal Arts/Education
James Boykin James Boykin's Charles Schwab Experience July 2015 - Present
Job Enhanced Due Diligence Manager at Charles Schwab
Industry Banking
Experience
Charles Schwab July 2015 - Present
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase April 2012 - October 2014
Bank of America April 2011 - July 2012
Bank of America June 2007 - April 2011
Skills
AML, Financial Risk, Loans, Fraud, OFAC, Banking, Credit, Risk Management, Credit Analysis, Consumer Lending, Financial Analysis, Retail Banking, Operational Risk, Finance, KYC, Operational Risk..., Cross Selling, Commercial Banking, Sales, Financial Services, Capital Markets, Bank Secrecy Act, Internal Controls, Treasury Management, Treasury Services, Management, Internal Audit, Relationship Management, Mortgage Lending, Anti Money Laundering
Education
Moody Bible Institute 2014 — 2017
Master's Degree, Divinity/Ministry
DePaul University 2009 — 2012
Bachelors of Arts, Financial Forensics with a concentration in Anti-Money Laundering and Counter Terrorist Financing
Loyola University School of Buisness Administration, Executive Education 2011 — 2011
Project Management Certification
Persuing ACAMS Certification.
Charles Schwab July 2015 - Present
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase April 2012 - October 2014
Bank of America April 2011 - July 2012
Bank of America June 2007 - April 2011
Skills
AML, Financial Risk, Loans, Fraud, OFAC, Banking, Credit, Risk Management, Credit Analysis, Consumer Lending, Financial Analysis, Retail Banking, Operational Risk, Finance, KYC, Operational Risk..., Cross Selling, Commercial Banking, Sales, Financial Services, Capital Markets, Bank Secrecy Act, Internal Controls, Treasury Management, Treasury Services, Management, Internal Audit, Relationship Management, Mortgage Lending, Anti Money Laundering
Education
Moody Bible Institute 2014 — 2017
Master's Degree, Divinity/Ministry
DePaul University 2009 — 2012
Bachelors of Arts, Financial Forensics with a concentration in Anti-Money Laundering and Counter Terrorist Financing
Loyola University School of Buisness Administration, Executive Education 2011 — 2011
Project Management Certification
Persuing ACAMS Certification.
Ferris Sullivan's Charles Schwab Experience April 2015 - Present
Job Associate Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab April 2015 - Present
Merrill Lynch May 2014 - March 2015
Wells Fargo March 2014 - May 2014
Wells Fargo Advisors March 2014 - May 2014
New York Life Insurance Company May 2011 - August 2013
Skills
Series 7, Series 66, 401k Rollovers, Asset Management, Mutual Funds, Wealth Management..., Series 63, Series 6, Long Term Care Insurance, Banking, Insurance Planning, College Funding..., Qualified Retirement...
Education
Mississippi State University 2007 — 2011
Finance, Investments, Financial Management, Capital Structuring
Charles Schwab April 2015 - Present
Merrill Lynch May 2014 - March 2015
Wells Fargo March 2014 - May 2014
Wells Fargo Advisors March 2014 - May 2014
New York Life Insurance Company May 2011 - August 2013
Skills
Series 7, Series 66, 401k Rollovers, Asset Management, Mutual Funds, Wealth Management..., Series 63, Series 6, Long Term Care Insurance, Banking, Insurance Planning, College Funding..., Qualified Retirement...
Education
Mississippi State University 2007 — 2011
Finance, Investments, Financial Management, Capital Structuring
David Reichert David Reichert's Charles Schwab Experience September 2000 - April 2006
Job Compliance Systems & Analytics at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Financial Industry Regulatory Authority June 2012 - Present
Edward Jones April 2006 - April 2015
Charles Schwab September 2000 - April 2006
Skills
Statistics and data..., Public Policy, Strong Communication...
Education
EDX.org (MIT, Harvard, University of Texas) 2014 — 2015
Data Analytics
Washington University in St. Louis 2009 — 2011
MBA (Olin Business School), Advanced Certificate International Affairs
Missouri State University 1994 — 2000
Finance & General Business
Edward Jones April 2015 - Present
Financial Industry Regulatory Authority June 2012 - Present
Edward Jones April 2006 - April 2015
Charles Schwab September 2000 - April 2006
Skills
Statistics and data..., Public Policy, Strong Communication...
Education
EDX.org (MIT, Harvard, University of Texas) 2014 — 2015
Data Analytics
Washington University in St. Louis 2009 — 2011
MBA (Olin Business School), Advanced Certificate International Affairs
Missouri State University 1994 — 2000
Finance & General Business
Deborah Ningyin Yang 楊寧茵 Deborah Ningyin Yang 楊寧茵's Charles Schwab Experience 1999 - 2000
Job Cofounder at Silver Linings Global 銀享全球
Industry Information Technology and Services
Experience
Silver Linings Global 銀享全球 February 2014 - Present
CNEX Foundation 2013 - 2014
BroadVision 2008 - 2012
HYPR 2007 - 2008
Positio Public Relations July 2003 - 2007
The World Journal 2000 - 2004
Charles Schwab 1999 - 2000
Skills
Integrated Marketing, International Marketing, Marketing Strategy, Online Marketing, Social Marketing, Digital Marketing, Digital Strategy, Marketing Communications, Global Marketing, Launch Of New Products, Public Relations, writing and editing, doing marketing and..., marketing consulting, Event Marketing, Web 2.0, Social Business, international..., Mandarin, Chinese, Chinese culture, Communication, Writing, Event Planning, Product Management, Product Development, Strategic Partnerships, Social Media, Enterprise Software, Corporate Communications, Product Marketing, Content Strategy, Blogging, Marketing, Product Launch
Education
National Taiwan University
B.S.
San Jose State University
Master of Science
Silver Linings Global 銀享全球 February 2014 - Present
CNEX Foundation 2013 - 2014
BroadVision 2008 - 2012
HYPR 2007 - 2008
Positio Public Relations July 2003 - 2007
The World Journal 2000 - 2004
Charles Schwab 1999 - 2000
Skills
Integrated Marketing, International Marketing, Marketing Strategy, Online Marketing, Social Marketing, Digital Marketing, Digital Strategy, Marketing Communications, Global Marketing, Launch Of New Products, Public Relations, writing and editing, doing marketing and..., marketing consulting, Event Marketing, Web 2.0, Social Business, international..., Mandarin, Chinese, Chinese culture, Communication, Writing, Event Planning, Product Management, Product Development, Strategic Partnerships, Social Media, Enterprise Software, Corporate Communications, Product Marketing, Content Strategy, Blogging, Marketing, Product Launch
Education
National Taiwan University
B.S.
San Jose State University
Master of Science
Sherrie Van Tyle Sherrie Van Tyle's Charles Schwab Experience 2007 - 2008
Job Trainer
Industry Telecommunications
Experience
California Phones, from CTAP March 2009 - Present
Charles Schwab 2007 - 2008
Actuate 2005 - 2006
Golden Gate University 2002 - 2005
PC Guardian 2000 - 2001
Skills
E-learning, Vendor Relations, Customer Service, Needs Analysis, Instructional Design, Performance Management, Leadership Development, Technical Writing, Employee Engagement, Adult Education
Education
UCB extension HR program 2009 — 2009
Montclair State University 1992 — 1996
Master of Arts
University of California, Los Angeles
BA
California Phones, from CTAP March 2009 - Present
Charles Schwab 2007 - 2008
Actuate 2005 - 2006
Golden Gate University 2002 - 2005
PC Guardian 2000 - 2001
Skills
E-learning, Vendor Relations, Customer Service, Needs Analysis, Instructional Design, Performance Management, Leadership Development, Technical Writing, Employee Engagement, Adult Education
Education
UCB extension HR program 2009 — 2009
Montclair State University 1992 — 1996
Master of Arts
University of California, Los Angeles
BA
Linda Leo Linda Leo's Charles Schwab Experience 1986 - 2002
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2003 - Present
Charles Schwab 1986 - 2002
Montgomery Securities October 1983 - May 1986
Sutro and Company November 1983 - July 1984
Bank of Marin March 1983 - September 1983
Kidder Peabody November 1981 - March 1983
Merrill Lynch November 1980 - November 1981
Skills
Regulatory Analysis, Negotiation, Building Strong Teams, Risk Management, Operational Risk..., Financial Risk, Operational Risk, AML, Enterprise Risk..., Banking, Financial Services, Governance, Process Improvement, Securities, Vendor Management, Program Management, Series 7, Equities
Education
Mills College 1986 — 1988
Bachelor of Arts, History
Pitzer College 1978 — 1980
Pitzer College
Wells Fargo October 2003 - Present
Charles Schwab 1986 - 2002
Montgomery Securities October 1983 - May 1986
Sutro and Company November 1983 - July 1984
Bank of Marin March 1983 - September 1983
Kidder Peabody November 1981 - March 1983
Merrill Lynch November 1980 - November 1981
Skills
Regulatory Analysis, Negotiation, Building Strong Teams, Risk Management, Operational Risk..., Financial Risk, Operational Risk, AML, Enterprise Risk..., Banking, Financial Services, Governance, Process Improvement, Securities, Vendor Management, Program Management, Series 7, Equities
Education
Mills College 1986 — 1988
Bachelor of Arts, History
Pitzer College 1978 — 1980
Pitzer College
Don LoCrasto Don LoCrasto's Charles Schwab Experience 1999 - 2007
Job Retired
Industry Computer Software
Experience
Charles Schwab 1999 - 2007
Bellcore January 1977 - February 1995
Education
Montclair State University 1969 — 1972
Charles Schwab 1999 - 2007
Bellcore January 1977 - February 1995
Education
Montclair State University 1969 — 1972
Eric Acton Eric Acton's Charles Schwab Experience November 2009 - July 2010
Job Digital Transformation & Innovation. Change Agent. Entrepreneur
Industry Information Technology and Services
Experience
Dell January 2015 - Present
Soninsol LLC January 2001 - Present
Neochange, Inc. August 2010 - January 2013
Charles Schwab November 2009 - July 2010
Grita Fuerte S.A. de C.V June 2006 - October 2009
Sundial Marketplace Corporation August 1999 - December 2000
MaxMiles, Inc. August 1997 - August 1999
Price Waterhouse August 1989 - August 1997
Skills
Digital Transformation, Enterprise Innovation, Strategy, Digital Strategy, Business Analysis, Strategic Partnerships, Start-ups, Management Consulting, Cloud Computing, Change Management, Management, Product Management, Business Development, CRM, Integration, Process Improvement, Business Intelligence, Analytics, Enterprise Software, SaaS, Agile Methodologies, Consulting, Start-up, Program Management, Business Strategy, Team Leadership, Innovation, IT Strategy, Cross-functional Team..., Leadership, Entrepreneurship, Project Management, Analysis, Marketing, Business Process..., Product Development, IT Management, SDLC, Scrum
Education
Melbourne Grammar School (MGS)
Monash University
B. Eco, Economics, IT
University of Melbourne
Chemical Engineering
Dell January 2015 - Present
Soninsol LLC January 2001 - Present
Neochange, Inc. August 2010 - January 2013
Charles Schwab November 2009 - July 2010
Grita Fuerte S.A. de C.V June 2006 - October 2009
Sundial Marketplace Corporation August 1999 - December 2000
MaxMiles, Inc. August 1997 - August 1999
Price Waterhouse August 1989 - August 1997
Skills
Digital Transformation, Enterprise Innovation, Strategy, Digital Strategy, Business Analysis, Strategic Partnerships, Start-ups, Management Consulting, Cloud Computing, Change Management, Management, Product Management, Business Development, CRM, Integration, Process Improvement, Business Intelligence, Analytics, Enterprise Software, SaaS, Agile Methodologies, Consulting, Start-up, Program Management, Business Strategy, Team Leadership, Innovation, IT Strategy, Cross-functional Team..., Leadership, Entrepreneurship, Project Management, Analysis, Marketing, Business Process..., Product Development, IT Management, SDLC, Scrum
Education
Melbourne Grammar School (MGS)
Monash University
B. Eco, Economics, IT
University of Melbourne
Chemical Engineering
Chad Liang Chad Liang's Charles Schwab Experience September 2000 - October 2002
Job Principal and Creative Director at JCL Design
Industry Luxury Goods & Jewelry
Experience
JCL Design May 2003 - Present
Charles Schwab September 2000 - October 2002
Skills
Wholesale, Sales Management, Marketing Strategy, Jewelry, Digital Marketing, Product Development, Sales, Luxury Goods, New Business Development, Retail, Fashion, Merchandising, Start-ups, Marketing, Social Media Marketing, Brand Development, Jewelry Design, Trade Shows, Trend, Account Management, Management, Trend Analysis
Education
國立中央大學 1996 — 2000
Bachelor's degree, Accounting and Finance
JCL Design May 2003 - Present
Charles Schwab September 2000 - October 2002
Skills
Wholesale, Sales Management, Marketing Strategy, Jewelry, Digital Marketing, Product Development, Sales, Luxury Goods, New Business Development, Retail, Fashion, Merchandising, Start-ups, Marketing, Social Media Marketing, Brand Development, Jewelry Design, Trade Shows, Trend, Account Management, Management, Trend Analysis
Education
國立中央大學 1996 — 2000
Bachelor's degree, Accounting and Finance
Max Pruden Max Pruden's Charles Schwab Experience August 2011 - February 2012
Job Senior Instructional Designer at Intuit
Industry Computer Software
Experience
Intuit April 2012 - Present
Not Public December 2006 - March 2012
Charles Schwab August 2011 - February 2012
Apple Inc. February 2002 - June 2007
Apple Inc. 2002 - 2007
Apple Inc. February 2002 - March 2003
Rearden Steel Technologies May 2000 - September 2001
Quokka Sports January 1999 - February 2000
WebTV Networks July 1997 - April 1998
Synopsys 1995 - 1997
Skills
Technical Writing, Software Documentation, OS X, Technical Communication, Instructional Design, Technical Training, Editing, Content Development, Technical Documentation, WordPress, Leadership, Instructor-led Training, Photoshop, Microsoft Office, Needs Analysis, HTML, E-Learning, Captivate, Content Management, Content Strategy, Technical Editing, Mac, Windows 7, ADDIE, MySQL, Linux, Mac OS X, Curriculum Development, Mac OS X Server, Database Administration, OmniGraffle, Training Delivery, Employee Training, Rapid Prototyping, Social Media Outreach, Critical Thinking, Purchasing, Instructional Videos, Agile Environment, Adobe Photoshop, Digital Photography, Online Training, User Experience Design, CSS, HTML 5, XML, Perl, InDesign
Education
Minnesota State University, Mankato 2011 — 2014
MA, English (Technical Communication), 3.67
Northern Arizona University 2010 — 2011
Bachelor of Science (BS), Public Management, 4.0
University of California, Berkeley 1983 — 1989
None, History
Intuit April 2012 - Present
Not Public December 2006 - March 2012
Charles Schwab August 2011 - February 2012
Apple Inc. February 2002 - June 2007
Apple Inc. 2002 - 2007
Apple Inc. February 2002 - March 2003
Rearden Steel Technologies May 2000 - September 2001
Quokka Sports January 1999 - February 2000
WebTV Networks July 1997 - April 1998
Synopsys 1995 - 1997
Skills
Technical Writing, Software Documentation, OS X, Technical Communication, Instructional Design, Technical Training, Editing, Content Development, Technical Documentation, WordPress, Leadership, Instructor-led Training, Photoshop, Microsoft Office, Needs Analysis, HTML, E-Learning, Captivate, Content Management, Content Strategy, Technical Editing, Mac, Windows 7, ADDIE, MySQL, Linux, Mac OS X, Curriculum Development, Mac OS X Server, Database Administration, OmniGraffle, Training Delivery, Employee Training, Rapid Prototyping, Social Media Outreach, Critical Thinking, Purchasing, Instructional Videos, Agile Environment, Adobe Photoshop, Digital Photography, Online Training, User Experience Design, CSS, HTML 5, XML, Perl, InDesign
Education
Minnesota State University, Mankato 2011 — 2014
MA, English (Technical Communication), 3.67
Northern Arizona University 2010 — 2011
Bachelor of Science (BS), Public Management, 4.0
University of California, Berkeley 1983 — 1989
None, History
Fouad Hayek Fouad Hayek's Charles Schwab Experience March 2011 - March 2013
Job Database Administrator at Round Rock ISD
Industry Information Technology and Services
Experience
Round Rock ISD March 2015 - Present
AMD March 2013 - November 2014
Charles Schwab March 2011 - March 2013
TEKsystems / Charles Schwab April 2010 - February 2011
Dell February 2004 - March 2009
Sears, Roebuck and Co. 1997 - 2003
Skills
Microsoft SQL Server, Oracle SQL, Oracle, Data Warehousing, SQL, Database Administration, ETL, Cloud Computing, SSIS, Databases, Data Modeling, Database Design, Unix, SSRS, Informix, SDLC, Informatica, PL/SQL, Data Warehouse..., Enterprise Architecture
Education
Mississippi State University 1981 — 1984
BS, Computer Science
Round Rock ISD March 2015 - Present
AMD March 2013 - November 2014
Charles Schwab March 2011 - March 2013
TEKsystems / Charles Schwab April 2010 - February 2011
Dell February 2004 - March 2009
Sears, Roebuck and Co. 1997 - 2003
Skills
Microsoft SQL Server, Oracle SQL, Oracle, Data Warehousing, SQL, Database Administration, ETL, Cloud Computing, SSIS, Databases, Data Modeling, Database Design, Unix, SSRS, Informix, SDLC, Informatica, PL/SQL, Data Warehouse..., Enterprise Architecture
Education
Mississippi State University 1981 — 1984
BS, Computer Science
Randy Cox Randy Cox's Charles Schwab Experience June 2004 - April 2009
Job Owner / Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance April 2009 - Present
Charles Schwab June 2004 - April 2009
Charles Schwab November 1995 - April 2009
Charles Schwab June 2001 - June 2004
The Southwestern Company June 1992 - December 1994
Southwestern Company January 1991 - December 1994
Skills
Home, Motorcycle, Insurance, Workers Compensation, Employee Benefits, Liability, Commercial Insurance, General Insurance, Commercial Lines, Property & Casualty..., RV, Umbrella, Annuities, Agents, Auto Liability, Fixed Annuities, Umbrella Insurance, Risk Management, Term Life Insurance, Management, Investments, Financial Services, Sales
Education
Minnesota State University, Mankato 1989 — 1994
BS, Marketing / Mgmt
lc
Farmers Insurance April 2009 - Present
Charles Schwab June 2004 - April 2009
Charles Schwab November 1995 - April 2009
Charles Schwab June 2001 - June 2004
The Southwestern Company June 1992 - December 1994
Southwestern Company January 1991 - December 1994
Skills
Home, Motorcycle, Insurance, Workers Compensation, Employee Benefits, Liability, Commercial Insurance, General Insurance, Commercial Lines, Property & Casualty..., RV, Umbrella, Annuities, Agents, Auto Liability, Fixed Annuities, Umbrella Insurance, Risk Management, Term Life Insurance, Management, Investments, Financial Services, Sales
Education
Minnesota State University, Mankato 1989 — 1994
BS, Marketing / Mgmt
lc
Cory West's Charles Schwab Experience 2005 - 2007
Job Global Marketing Manager at NOVADAQ
Industry Medical Devices
Experience
NOVADAQ June 2015 - Present
ACell, Inc. July 2013 - June 2015
Misonix October 2012 - July 2013
Stony Brook University 2008 - 2012
Charles Schwab 2005 - 2007
First Empire Securities, Inc 2002 - 2005
Morgan Stanley 1999 - 2002
Skills
Product Launch, Market Research, Leadership, Medical Devices, Product Development, Marketing, Account Management, Team-oriented, Management, Orthopedic, Sales, Business Development, Strategic Planning, Wound Care, Progressive Thinking, New Business Development, Surgery, Creative Strategy, Team Leadership, Product Management, Great Motivator, Trade Shows, Biotechnology, KOL development, Growth Strategies, Analysis, Forecasting, Capital Equipment, Biologics, Healthcare Reimbursement, Marketing Strategy, Market Development, CMS, Clinical Research, Case Studies, Veterans Affairs, National Accounts, LTACH, Public Speaking, Pressure Ulcers, Diabetic Foot Care, Medicare/Medicaid..., Orthopedics
Education
Stony Brook University 2010 — 2012
Post-baccalaureate, Pre-Health
Stony Brook University 2008 — 2010
Bachelor's degree, Psychology (Concentration in Biology)
Nassau Community College 1996 — 1998
Associate of Arts, Social Sciences, Magna Cum Laude
Roanoke College
Ward Melville High School
North Shore Christian School
NOVADAQ June 2015 - Present
ACell, Inc. July 2013 - June 2015
Misonix October 2012 - July 2013
Stony Brook University 2008 - 2012
Charles Schwab 2005 - 2007
First Empire Securities, Inc 2002 - 2005
Morgan Stanley 1999 - 2002
Skills
Product Launch, Market Research, Leadership, Medical Devices, Product Development, Marketing, Account Management, Team-oriented, Management, Orthopedic, Sales, Business Development, Strategic Planning, Wound Care, Progressive Thinking, New Business Development, Surgery, Creative Strategy, Team Leadership, Product Management, Great Motivator, Trade Shows, Biotechnology, KOL development, Growth Strategies, Analysis, Forecasting, Capital Equipment, Biologics, Healthcare Reimbursement, Marketing Strategy, Market Development, CMS, Clinical Research, Case Studies, Veterans Affairs, National Accounts, LTACH, Public Speaking, Pressure Ulcers, Diabetic Foot Care, Medicare/Medicaid..., Orthopedics
Education
Stony Brook University 2010 — 2012
Post-baccalaureate, Pre-Health
Stony Brook University 2008 — 2010
Bachelor's degree, Psychology (Concentration in Biology)
Nassau Community College 1996 — 1998
Associate of Arts, Social Sciences, Magna Cum Laude
Roanoke College
Ward Melville High School
North Shore Christian School
Joan Rogan Joan Rogan's Charles Schwab Experience 2011 - 2013
Job Beneficiary Support Associate (Contract) at Vanguard
Industry Financial Services
Experience
Vanguard 2014 - Present
Charles Schwab 2011 - 2013
Charles Schwab 2010 - 2011
ACCELerate Training and Development 2008 - 2011
Ingram Micro 2006 - 2008
Thompson Publishing Group 2006 - 2006
eFunds 1999 - 2005
Deluxe Corporation 1994 - 1999
MillerCoors 1981 - 1994
Skills
Employee Relations, Succession Planning, Organizational..., Performance Management, Training, Strategy, Leadership, Leadership Development, Employee Engagement, Recruiting, Management, Program Management, Change Management, Onboarding, Start-ups, Career Development, Sales, Management Development, Time Management, E-Learning, New Hire Orientations, Customer Service, Talent Management, Workforce Planning, Employee Training
Education
Mount Mary University
BA, Business
Vanguard 2014 - Present
Charles Schwab 2011 - 2013
Charles Schwab 2010 - 2011
ACCELerate Training and Development 2008 - 2011
Ingram Micro 2006 - 2008
Thompson Publishing Group 2006 - 2006
eFunds 1999 - 2005
Deluxe Corporation 1994 - 1999
MillerCoors 1981 - 1994
Skills
Employee Relations, Succession Planning, Organizational..., Performance Management, Training, Strategy, Leadership, Leadership Development, Employee Engagement, Recruiting, Management, Program Management, Change Management, Onboarding, Start-ups, Career Development, Sales, Management Development, Time Management, E-Learning, New Hire Orientations, Customer Service, Talent Management, Workforce Planning, Employee Training
Education
Mount Mary University
BA, Business
Penny Dokken, CFP® Penny Dokken, CFP®'s Charles Schwab Experience September 1999 - October 2012
Job Certified Financial Planner
Industry Hospital & Health Care
Experience
BAYADA Home Health Care Acting Administrator/CFONursing and Therapy Services of Colorado, Inc.October 2012 - March 2014
Charles Schwab September 1999 - October 2012
Morgan Stanley Dean Witter 1997 - 1999
USA Badminton 1996 - 1997
Pharmatech Inc. 1995 - 1996
Big Piney High School 1993 - 1995
Pinedale Properties 1993 - 1995
Exxon USA 1989 - 1993
Big Piney School District 1986 - 1989
Skills
I'm a Certified..., I create financial..., I have excellent..., I believe strongly in..., Finance, Retirement Planning, Budgets, Strategic Planning, Insurance, Marketing, Financial Advisory, Policy, Strategic Financial..., Financial Analysis, Portfolio Management, CRM, Management
Education
College of Financial Planning 2009 — 2010
Certified Financial Planner (CFP)
Minot State University 1982 — 1986
Bachelor of Science (BS), Business Education
BAYADA Home Health Care Acting Administrator/CFONursing and Therapy Services of Colorado, Inc.October 2012 - March 2014
Charles Schwab September 1999 - October 2012
Morgan Stanley Dean Witter 1997 - 1999
USA Badminton 1996 - 1997
Pharmatech Inc. 1995 - 1996
Big Piney High School 1993 - 1995
Pinedale Properties 1993 - 1995
Exxon USA 1989 - 1993
Big Piney School District 1986 - 1989
Skills
I'm a Certified..., I create financial..., I have excellent..., I believe strongly in..., Finance, Retirement Planning, Budgets, Strategic Planning, Insurance, Marketing, Financial Advisory, Policy, Strategic Financial..., Financial Analysis, Portfolio Management, CRM, Management
Education
College of Financial Planning 2009 — 2010
Certified Financial Planner (CFP)
Minot State University 1982 — 1986
Bachelor of Science (BS), Business Education
William Benedict William Benedict's Charles Schwab Experience 2008 - Present
Job Quality Control Supervisor, Cenlar FSB
Industry Banking
Experience
Cenlar FSB June 2013 - Present
Charles Schwab 2008 - Present
Charles Schwab 2006 - 2008
Charles Schwab 2004 - 2006
Charles Schwab 1999 - 2002
Skills
Background in quality..., Reviewing processes and..., Quality Control Reivew, History of heading new..., Direct customer service..., Reputation of..., Series 7 and 63 broker..., Internal Audit, Management, Team Building, Customer Service, Leadership, Sarbanes-Oxley Act, Series 63, Enterprise Software, Training, Trading, Software Documentation, Auditing, Financial Risk, Risk Management, Securities, Series 7, Fixed Income, Settlement, Internal Controls, Security, Back Office, Finance, FINRA, Analysis, Banking, Financial Services, Process Improvement
Education
Minnesota State University, Moorhead 1984 — 1989
Bachelor of Arts (BA), Psychology
Minnesota State University, Moorhead
Bachelor's degree, Psychology and Business
Cenlar FSB June 2013 - Present
Charles Schwab 2008 - Present
Charles Schwab 2006 - 2008
Charles Schwab 2004 - 2006
Charles Schwab 1999 - 2002
Skills
Background in quality..., Reviewing processes and..., Quality Control Reivew, History of heading new..., Direct customer service..., Reputation of..., Series 7 and 63 broker..., Internal Audit, Management, Team Building, Customer Service, Leadership, Sarbanes-Oxley Act, Series 63, Enterprise Software, Training, Trading, Software Documentation, Auditing, Financial Risk, Risk Management, Securities, Series 7, Fixed Income, Settlement, Internal Controls, Security, Back Office, Finance, FINRA, Analysis, Banking, Financial Services, Process Improvement
Education
Minnesota State University, Moorhead 1984 — 1989
Bachelor of Arts (BA), Psychology
Minnesota State University, Moorhead
Bachelor's degree, Psychology and Business
Derrick Ince Derrick Ince's Charles Schwab Experience September 2003 - January 2004
Job Experienced AML Fraud Detection/Resolution/Operations Analyst
Industry Banking
Experience
Software Specialists Inc- assignment JPMC Chase December 2013 - April 2014
Rose International- assignment Bank of America November 2012 - June 2013
Bank of America April 2005 - May 2012
ZC Sterling March 2004 - April 2005
Charles Schwab September 2003 - January 2004
Wells Fargo March 2000 - September 2002
Information Architects February 1997 - November 1999
IBM September 1996 - January 1997
Skills
Banking, Customer Service, Data Entry, Outlook, Software Documentation, Microsoft Excel, Microsoft Office, Credit, Team Building, PowerPoint, Microsoft Word, Loans, Risk Management, Management, Insurance, Leadership, Program Management, Analysis, Financial Analysis, Financial Risk
Education
State University of New York at Old Westbury 1993 — 1995
B.S, Computer Science/Management Information Systems
Nassau Community College 1986 — 1989
A.A.S, Information Processing
Software Specialists Inc- assignment JPMC Chase December 2013 - April 2014
Rose International- assignment Bank of America November 2012 - June 2013
Bank of America April 2005 - May 2012
ZC Sterling March 2004 - April 2005
Charles Schwab September 2003 - January 2004
Wells Fargo March 2000 - September 2002
Information Architects February 1997 - November 1999
IBM September 1996 - January 1997
Skills
Banking, Customer Service, Data Entry, Outlook, Software Documentation, Microsoft Excel, Microsoft Office, Credit, Team Building, PowerPoint, Microsoft Word, Loans, Risk Management, Management, Insurance, Leadership, Program Management, Analysis, Financial Analysis, Financial Risk
Education
State University of New York at Old Westbury 1993 — 1995
B.S, Computer Science/Management Information Systems
Nassau Community College 1986 — 1989
A.A.S, Information Processing
Karim Lalani Karim Lalani's Charles Schwab Experience April 2014 - October 2014
Job Principal Consultant at Infinidigm LLC
Industry Information Technology and Services
Experience
Infinidigm LLC October 2014 - Present
Charles Schwab April 2014 - October 2014
Wipro Gallagher Solutions September 2013 - April 2014
Wipro Gallagher Solutions January 2011 - September 2013
Chase Home Lending 2011 - September 2013
eCharge2 Corporation 2011 - 2013
Caterpillar Financial January 2007 - December 2010
WWL Network Technologies April 2006 - December 2006
Skills
NetOxygen, .NET, Databases, Requirements Gathering, SDLC, Microsoft SQL Server, Software Development, Business Requirements, Requirements Analysis, SQL, Business Analysis, Agile Methodologies, Integration, C#, PL/SQL, Oracle, Visual Studio, XML, JavaScript, ASP.NET, Java, Web Applications, Linux, Qt, MySQL, RavenDB, MongoDB, Open Source Software, Solution Architecture, FileNet, Play Framework, CoffeeScript, Automation, Data Migration, WCF, Data Modeling, Web Development, Team Leadership, CSS, Scala, Akka, Functional Programming, Management, Enterprise Software, Consulting, Software Project..., GNU Octave, R, Data Science
Education
Murray State University 2005 — 2006
BS, Computer Science
University of Bridgeport 2004 — 2004
BS, Computer Science and Engineering
Hutching's High School, Pune, M.S. 1997 — 2000
Infinidigm LLC October 2014 - Present
Charles Schwab April 2014 - October 2014
Wipro Gallagher Solutions September 2013 - April 2014
Wipro Gallagher Solutions January 2011 - September 2013
Chase Home Lending 2011 - September 2013
eCharge2 Corporation 2011 - 2013
Caterpillar Financial January 2007 - December 2010
WWL Network Technologies April 2006 - December 2006
Skills
NetOxygen, .NET, Databases, Requirements Gathering, SDLC, Microsoft SQL Server, Software Development, Business Requirements, Requirements Analysis, SQL, Business Analysis, Agile Methodologies, Integration, C#, PL/SQL, Oracle, Visual Studio, XML, JavaScript, ASP.NET, Java, Web Applications, Linux, Qt, MySQL, RavenDB, MongoDB, Open Source Software, Solution Architecture, FileNet, Play Framework, CoffeeScript, Automation, Data Migration, WCF, Data Modeling, Web Development, Team Leadership, CSS, Scala, Akka, Functional Programming, Management, Enterprise Software, Consulting, Software Project..., GNU Octave, R, Data Science
Education
Murray State University 2005 — 2006
BS, Computer Science
University of Bridgeport 2004 — 2004
BS, Computer Science and Engineering
Hutching's High School, Pune, M.S. 1997 — 2000
Westley DeShazer's Charles Schwab Experience October 2011 - Present
Job ELearning Professional
Industry E-Learning
Experience
Charles Schwab October 2011 - Present
Sapphire Technologies March 2011 - December 2011
Mindteck March 2010 - October 2010
Synergy Seven July 2008 - July 2009
Learning Solutions International 2005 - 2007
Mississippi State University June 2000 - August 2001
Mississippi State University January 1995 - May 2000
Skills
Captivate, Dreamweaver, Articulate Studio, Photoshop, Fireworks, InDesign, Desktop Publishing, Graphic Design, Microsoft Office, Webinars, Section 508, Ektron, Adobe Creative Suite, RoboHelp, SharePoint, WebCT, iWork, Mac, Macromedia, Adobe Acrobat, Sound Editing, Video Editing, ADDIE, Training, Adobe Fireworks, Instructional Design, Needs Analysis, Employee Training, Project Management, Blended Learning, Program Management, E-Learning
Education
Mississippi State University 1994 — 1996
M.S., Education Technology
Mississippi State University 1989 — 1994
B.S., Education
Charles Schwab October 2011 - Present
Sapphire Technologies March 2011 - December 2011
Mindteck March 2010 - October 2010
Synergy Seven July 2008 - July 2009
Learning Solutions International 2005 - 2007
Mississippi State University June 2000 - August 2001
Mississippi State University January 1995 - May 2000
Skills
Captivate, Dreamweaver, Articulate Studio, Photoshop, Fireworks, InDesign, Desktop Publishing, Graphic Design, Microsoft Office, Webinars, Section 508, Ektron, Adobe Creative Suite, RoboHelp, SharePoint, WebCT, iWork, Mac, Macromedia, Adobe Acrobat, Sound Editing, Video Editing, ADDIE, Training, Adobe Fireworks, Instructional Design, Needs Analysis, Employee Training, Project Management, Blended Learning, Program Management, E-Learning
Education
Mississippi State University 1994 — 1996
M.S., Education Technology
Mississippi State University 1989 — 1994
B.S., Education
Lawrence McGovern Lawrence McGovern's Charles Schwab Experience 1998 - 2003
Job *
Industry Financial Services
Experience
# **July 2013 - Present
The First National Bank of Long Island March 2010 - July 2013
HSBC December 2007 - March 2010
JP Morgan Chase August 2004 - December 2007
Charles Schwab 1998 - 2003
Charles Schwab 1995 - 1998
Dreyfus 1991 - 1995
Education
University at Albany, SUNY 1978 — 1980
B.A., Public Administration
Nassau Community College 1976 — 1978
A.S., Business Administration
# **July 2013 - Present
The First National Bank of Long Island March 2010 - July 2013
HSBC December 2007 - March 2010
JP Morgan Chase August 2004 - December 2007
Charles Schwab 1998 - 2003
Charles Schwab 1995 - 1998
Dreyfus 1991 - 1995
Education
University at Albany, SUNY 1978 — 1980
B.A., Public Administration
Nassau Community College 1976 — 1978
A.S., Business Administration
Sucharitha M Sucharitha M's Charles Schwab Experience August 2011 - Present
Job Sr. PL/SQL and ETL Developer at GM
Industry Information Technology and Services
Experience
General Motors March 2015 - Present
Arizona Public Service (APS) October 2014 - Present
Charles Schwab August 2011 - Present
Quantros April 2010 - April 2011
Citibank July 2003 - March 2010
Skills
SDLC, Requirements Analysis, Oracle, Agile Methodologies, SQL, PL/SQL, Unix, Business Analysis, Requirements Gathering, Microsoft SQL Server, Software Project..., Software Development, Databases
Education
National Institute of Technology Warangal 1999 — 2003
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
General Motors March 2015 - Present
Arizona Public Service (APS) October 2014 - Present
Charles Schwab August 2011 - Present
Quantros April 2010 - April 2011
Citibank July 2003 - March 2010
Skills
SDLC, Requirements Analysis, Oracle, Agile Methodologies, SQL, PL/SQL, Unix, Business Analysis, Requirements Gathering, Microsoft SQL Server, Software Project..., Software Development, Databases
Education
National Institute of Technology Warangal 1999 — 2003
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Raymond Kenney Raymond Kenney's Charles Schwab Experience 1994 - 1995
Job Attorney/Member
Industry Law Practice
Experience
Law Office of Raymond A. Kenney, PLLC December 2008 - Present
Platt&Westby, PC December 2006 - December 2008
J. Phillip Glasscock, P.C. April 2002 - September 2006
New Community Corporation January 2001 - January 2002
Rutgers Technical Training Program January 1999 - January 2001
Rutgers Technical Training Program January 1996 - January 1999
Charles Schwab 1994 - 1995
Merrill Lynch January 1993 - January 1994
Attorney Raymond A. Kenney Esq. Solo Law Practice January 1991 - January 1993
Lum, Hoens, Conant and Danzis, PC January 1988 - January 1990
Skills
Family Law, Probate, LLC, Employment Contracts, Wills, Commercial Litigation, Bankruptcy, Trusts, Civil Litigation, Corporate Law, Legal Research, Litigation, Legal Services, Powers of Attorney, Guardianship, Estate Planning, Estate Administration, Real Estate, Business Formation, Employment Law, Courts, Negotiating Contracts, Contract Negotiation, Legal Writing, Torts, Disputes, Civil, Employment Litigation, Asset Protection, Wrongful Death, Legal Assistance, Arbitration, Probation, Personal Injury, Medical Malpractice, Trials, Depositions, Alternative Dispute..., Mediation, Hearings, Motions, Insurance Law, Domestic Relations
Education
Seton Hall University School of Law 1984 — 1987
J.D., Law
Montclair State University 1979 — 1983
B.A., Political Science Major
Law Office of Raymond A. Kenney, PLLC December 2008 - Present
Platt&Westby, PC December 2006 - December 2008
J. Phillip Glasscock, P.C. April 2002 - September 2006
New Community Corporation January 2001 - January 2002
Rutgers Technical Training Program January 1999 - January 2001
Rutgers Technical Training Program January 1996 - January 1999
Charles Schwab 1994 - 1995
Merrill Lynch January 1993 - January 1994
Attorney Raymond A. Kenney Esq. Solo Law Practice January 1991 - January 1993
Lum, Hoens, Conant and Danzis, PC January 1988 - January 1990
Skills
Family Law, Probate, LLC, Employment Contracts, Wills, Commercial Litigation, Bankruptcy, Trusts, Civil Litigation, Corporate Law, Legal Research, Litigation, Legal Services, Powers of Attorney, Guardianship, Estate Planning, Estate Administration, Real Estate, Business Formation, Employment Law, Courts, Negotiating Contracts, Contract Negotiation, Legal Writing, Torts, Disputes, Civil, Employment Litigation, Asset Protection, Wrongful Death, Legal Assistance, Arbitration, Probation, Personal Injury, Medical Malpractice, Trials, Depositions, Alternative Dispute..., Mediation, Hearings, Motions, Insurance Law, Domestic Relations
Education
Seton Hall University School of Law 1984 — 1987
J.D., Law
Montclair State University 1979 — 1983
B.A., Political Science Major
Kathy Klovstad Kathy Klovstad's Charles Schwab Experience July 2005 - September 2009
Job Social Media Business Analyst consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo June 2014 - Present
Bank of the West March 2012 - June 2014
Wells Fargo January 2010 - February 2012
Charles Schwab July 2005 - September 2009
George P Johnson 2004 - 2005
Cisco 2002 - 2003
Incentive Systems February 2001 - June 2001
IDS Financial Services 1986 - 2000
American Express 1986 - 2000
American Express Financial Advisors 1986 - 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Data Warehousing, Data Quality, Data Analysis, Integration
Education
Minnesota State University, Mankato 1981 — 1986
BS, Computer Science, Accounting, Speech, Business
Robbinsdale High School
Wells Fargo June 2014 - Present
Bank of the West March 2012 - June 2014
Wells Fargo January 2010 - February 2012
Charles Schwab July 2005 - September 2009
George P Johnson 2004 - 2005
Cisco 2002 - 2003
Incentive Systems February 2001 - June 2001
IDS Financial Services 1986 - 2000
American Express 1986 - 2000
American Express Financial Advisors 1986 - 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Data Warehousing, Data Quality, Data Analysis, Integration
Education
Minnesota State University, Mankato 1981 — 1986
BS, Computer Science, Accounting, Speech, Business
Robbinsdale High School
Daniel C. Novak, MBA's Charles Schwab Experience April 2015 - Present
Job Financial Consultant Associate
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Daniel Novak Consulting September 2012 - April 2015
Liquid Bar Catering May 2010 - April 2015
Thrivent Financial July 2014 - January 2015
P2F Holdings June 2012 - June 2013
Chosen Payments July 2011 - March 2012
WestWorld Productions Inc. February 2011 - June 2011
Skills
Business Development, Business Strategy, Team Building, Team Leadership, Operations Management, Customer Satisfaction, Management, Analytics, Marketing Strategy, Business Planning, Finance, Strategic Planning, Creative Strategy, Building Relationships, Account Management, Business Correspondence, New Business Development, Customer Service, Advertising, Sales Presentations, SEO, Presentation Development, Salesforce.com, Sales, Inside Sales, Social Networking, Marketing, Direct Sales, Generation, Client Generation, Microsoft Office, Email Marketing, Training, Digital Media, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Executive Assistant, Retail, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Business Administration (M.B.A.), Banking, Investments, Corporate Finance, and Securities Law, Beta Gamma Sigma
Pepperdine University School of Law 2014 — 2015
The Straus School of Dispute Resolution, Coursework in Dispute Resolution, Business Negotiation, Mediation, and Arbitration
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Bachelor’s Degree, Business Management—Concentration in Finance & Marketing, Cum Laude
Moorpark College 2009 — 2011
Associate’s Degree, Business, Management, Marketing, and Related Support Services, Honors
Charles Schwab April 2015 - Present
Daniel Novak Consulting September 2012 - April 2015
Liquid Bar Catering May 2010 - April 2015
Thrivent Financial July 2014 - January 2015
P2F Holdings June 2012 - June 2013
Chosen Payments July 2011 - March 2012
WestWorld Productions Inc. February 2011 - June 2011
Skills
Business Development, Business Strategy, Team Building, Team Leadership, Operations Management, Customer Satisfaction, Management, Analytics, Marketing Strategy, Business Planning, Finance, Strategic Planning, Creative Strategy, Building Relationships, Account Management, Business Correspondence, New Business Development, Customer Service, Advertising, Sales Presentations, SEO, Presentation Development, Salesforce.com, Sales, Inside Sales, Social Networking, Marketing, Direct Sales, Generation, Client Generation, Microsoft Office, Email Marketing, Training, Digital Media, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Executive Assistant, Retail, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Business Administration (M.B.A.), Banking, Investments, Corporate Finance, and Securities Law, Beta Gamma Sigma
Pepperdine University School of Law 2014 — 2015
The Straus School of Dispute Resolution, Coursework in Dispute Resolution, Business Negotiation, Mediation, and Arbitration
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Bachelor’s Degree, Business Management—Concentration in Finance & Marketing, Cum Laude
Moorpark College 2009 — 2011
Associate’s Degree, Business, Management, Marketing, and Related Support Services, Honors
Carolyn Williams Carolyn Williams's Charles Schwab Experience March 2005 - Present
Job Security Solutions Architect at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2005 - Present
Skills
Enterprise Architecture, Disaster Recovery, CISSP, Microsoft Exchange, Unix, Information Security, Integration, Vendor Management
Education
Monmouth University
Charles Schwab March 2005 - Present
Skills
Enterprise Architecture, Disaster Recovery, CISSP, Microsoft Exchange, Unix, Information Security, Integration, Vendor Management
Education
Monmouth University
Kevin Colosimo Kevin Colosimo's Charles Schwab Experience April 2012 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Thrivent Financial March 2010 - April 2012
Ameriprise Financial December 2004 - February 2010
Ameriprise Financial Services, Inc. April 2002 - December 2004
Ameriprise Financial Services, Inc. May 2000 - April 2002
Education
Monmouth University 1996 — 2000
Bachelors, Political Science
Charles Schwab April 2012 - Present
Thrivent Financial March 2010 - April 2012
Ameriprise Financial December 2004 - February 2010
Ameriprise Financial Services, Inc. April 2002 - December 2004
Ameriprise Financial Services, Inc. May 2000 - April 2002
Education
Monmouth University 1996 — 2000
Bachelors, Political Science
Max F. Flores Max F. Flores's Charles Schwab Experience 1999 - 2002
Job Hospital Executive Specialist at Novartis
Industry Pharmaceuticals
Experience
Novartis March 2015 - Present
Daiichi Sankyo, Inc. April 2014 - Present
Daiichi Sankyo July 2012 - March 2014
Daiichi Sankyo, Inc. April 2008 - July 2012
Daiichi Sankyo, Inc. October 2007 - April 2008
Kos Pharmaceuticals August 2005 - April 2007
Sanofi-Aventis 2002 - July 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Skills
Hospital Sales, Cardiology, Pharmaceutical Sales, Pharmaceutical Industry, Managed Care, Selling Skills, Product Launch, Internal Medicine, Sales, Pulmonology, Hypertension, Diabetes, Primary Care, Sales Effectiveness, Institutional Sales, Healthcare, Sales Presentations
Education
Monmouth University
Bachelor's Degree, Finance
Novartis March 2015 - Present
Daiichi Sankyo, Inc. April 2014 - Present
Daiichi Sankyo July 2012 - March 2014
Daiichi Sankyo, Inc. April 2008 - July 2012
Daiichi Sankyo, Inc. October 2007 - April 2008
Kos Pharmaceuticals August 2005 - April 2007
Sanofi-Aventis 2002 - July 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Skills
Hospital Sales, Cardiology, Pharmaceutical Sales, Pharmaceutical Industry, Managed Care, Selling Skills, Product Launch, Internal Medicine, Sales, Pulmonology, Hypertension, Diabetes, Primary Care, Sales Effectiveness, Institutional Sales, Healthcare, Sales Presentations
Education
Monmouth University
Bachelor's Degree, Finance
Annemarie Pionegro's Charles Schwab Experience February 1999 - August 2001
Job Billing Specialist at Fedcap Rehabilitation Services
Industry Financial Services
Experience
Fedcap Rehabilitation Services June 2015 - Present
Catholic Charities February 2012 - March 2015
Catholic Charities February 2007 - February 2012
Catholic Charities May 2006 - January 2007
Charles Schwab February 1999 - August 2001
HTS Trading May 1992 - September 1997
Dean Witter March 1988 - May 1992
Skills
Budgets, Microsoft Excel, Outlook, Nonprofits, Microsoft Word, PowerPoint, Strategic Planning, Customer Service, Research, Public Speaking, English, Windows, Photoshop, Editing, Team Building, Fundraising, Social Services, Program Management, Billing, OPWDD
Education
Molloy College 2013 — 2014
Pharmacy Technician, Pharmacy Technician/Assistant
St. John's University
Liberal Arts and Sciences/Liberal Studies
Fedcap Rehabilitation Services June 2015 - Present
Catholic Charities February 2012 - March 2015
Catholic Charities February 2007 - February 2012
Catholic Charities May 2006 - January 2007
Charles Schwab February 1999 - August 2001
HTS Trading May 1992 - September 1997
Dean Witter March 1988 - May 1992
Skills
Budgets, Microsoft Excel, Outlook, Nonprofits, Microsoft Word, PowerPoint, Strategic Planning, Customer Service, Research, Public Speaking, English, Windows, Photoshop, Editing, Team Building, Fundraising, Social Services, Program Management, Billing, OPWDD
Education
Molloy College 2013 — 2014
Pharmacy Technician, Pharmacy Technician/Assistant
St. John's University
Liberal Arts and Sciences/Liberal Studies
Brian Oderkirk's Charles Schwab Experience April 2004 - November 2008
Job
Industry Computer Software
Experience
NYSE Governance Services June 2010 - Present
EdgePoint Learning November 2008 - May 2012
Troon Golf March 2009 - June 2010
Charles Schwab April 2004 - November 2008
KnowledgeNet October 2000 - May 2003
New Horizons Computer Learning Center January 2000 - February 2001
University of Arkansas May 1997 - August 1999
Education
University of Arkansas at Fayetteville 1997 — 1999
Master of Arts
Missouri State University 1992 — 1997
Bachelor of Science
NYSE Governance Services June 2010 - Present
EdgePoint Learning November 2008 - May 2012
Troon Golf March 2009 - June 2010
Charles Schwab April 2004 - November 2008
KnowledgeNet October 2000 - May 2003
New Horizons Computer Learning Center January 2000 - February 2001
University of Arkansas May 1997 - August 1999
Education
University of Arkansas at Fayetteville 1997 — 1999
Master of Arts
Missouri State University 1992 — 1997
Bachelor of Science
Shameem S's Charles Schwab Experience 2002 - 2004
Job IT Digital Architect at Baxter International Inc.
Industry Information Technology and Services
Experience
Baxter International Inc. June 2014 - Present
Cognizant Technology Solutions November 2007 - June 2014
U.S. Bank 2011 - 2013
Wipro Technologies October 2001 - October 2007
Charles Schwab 2002 - 2004
Skills
Enterprise Content..., Enterprise Architecture, Web Applications, Requirements Gathering, Autonomy Suite of..., XML, Content Management, Technical Architecture, Project Management, Adobe Experience..., TeamSite, Interwoven OpenDeploy, Open Text Livelink, LiveSite, JSP, Perl, Day Communique, XSL, HTML5, jQuery, JavaScript, Unix Shell Scripting, Oscript, Fatwire, Core Java
Education
National Institute of Technology Tiruchirappalli 1999 — 2001
Master's degree, Electrical and Electronics Engineering, 88
Taluk Junior High School 1985 — 1990
Baxter International Inc. June 2014 - Present
Cognizant Technology Solutions November 2007 - June 2014
U.S. Bank 2011 - 2013
Wipro Technologies October 2001 - October 2007
Charles Schwab 2002 - 2004
Skills
Enterprise Content..., Enterprise Architecture, Web Applications, Requirements Gathering, Autonomy Suite of..., XML, Content Management, Technical Architecture, Project Management, Adobe Experience..., TeamSite, Interwoven OpenDeploy, Open Text Livelink, LiveSite, JSP, Perl, Day Communique, XSL, HTML5, jQuery, JavaScript, Unix Shell Scripting, Oscript, Fatwire, Core Java
Education
National Institute of Technology Tiruchirappalli 1999 — 2001
Master's degree, Electrical and Electronics Engineering, 88
Taluk Junior High School 1985 — 1990
Will Van Skiver Will Van Skiver's Charles Schwab Experience April 1998 - January 1999
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Van Skiver Financial Services, LLC - An Independent Firm June 2000 - Present
Quest Capital Management January 1999 - June 2000
Charles Schwab April 1998 - January 1999
Trustmark National Bank November 1996 - April 1998
Trustmark National Bank June 1995 - October 1996
Corporate Planning, LTD. February 1995 - June 1995
Skills
Securities, Investments, Finance, Series 65, Wealth Management, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Mutual Funds, Fixed Annuities, Asset Management, Financial Advisory, Series 7, Series 63, Retirement Planning, Strategic Planning, Insurance, Estate Planning, Portfolio Management, Financial Analysis, Financial Services, Investment Strategies, Financial Planning
Education
Mississippi State University - College of Business and Industry 1992 — 1994
MPPA, Public Policy
Mississippi State University 1987 — 1992
BA, Arts & Science, History
Van Skiver Financial Services, LLC - An Independent Firm June 2000 - Present
Quest Capital Management January 1999 - June 2000
Charles Schwab April 1998 - January 1999
Trustmark National Bank November 1996 - April 1998
Trustmark National Bank June 1995 - October 1996
Corporate Planning, LTD. February 1995 - June 1995
Skills
Securities, Investments, Finance, Series 65, Wealth Management, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Mutual Funds, Fixed Annuities, Asset Management, Financial Advisory, Series 7, Series 63, Retirement Planning, Strategic Planning, Insurance, Estate Planning, Portfolio Management, Financial Analysis, Financial Services, Investment Strategies, Financial Planning
Education
Mississippi State University - College of Business and Industry 1992 — 1994
MPPA, Public Policy
Mississippi State University 1987 — 1992
BA, Arts & Science, History
Chad Pajari Chad Pajari's Charles Schwab Experience February 2006 - Present
Job Manager Treasury Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2006 - Present
Charles Schwab March 2004 - February 2006
H&R Block Financial Advisors June 1997 - March 2004
Skills
Finance, Treasury Services, Treasury Management, Cash Management, Treasury, Bank Relationship..., Vendor Relationship..., Strategic Financial..., Asset Allocation, Banking, Strategy, Mutual Funds
Education
Minnesota State University, Mankato
Bachelor of Science, Finance and Accounting
Charles Schwab February 2006 - Present
Charles Schwab March 2004 - February 2006
H&R Block Financial Advisors June 1997 - March 2004
Skills
Finance, Treasury Services, Treasury Management, Cash Management, Treasury, Bank Relationship..., Vendor Relationship..., Strategic Financial..., Asset Allocation, Banking, Strategy, Mutual Funds
Education
Minnesota State University, Mankato
Bachelor of Science, Finance and Accounting
Robert Lucker, CFA, CFP® Robert Lucker, CFA, CFP®'s Charles Schwab Experience January 1999 - Present
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1999 - Present
First National Bank of Santa Fe March 1994 - January 1999
Education
Murray State University
Bachelor of Science (BS), Finance, General
New Mexico State University
Master of Business Administration (MBA)
Charles Schwab January 1999 - Present
First National Bank of Santa Fe March 1994 - January 1999
Education
Murray State University
Bachelor of Science (BS), Finance, General
New Mexico State University
Master of Business Administration (MBA)
Robert Cuba's Charles Schwab Experience March 2012 - Present
Job Sr. Staff Business Analyst at Charles Schwab
Industry Computer Software
Experience
Charles Schwab March 2012 - Present
TEKsystems January 2011 - March 2012
Dish Network May 2010 - January 2011
MiTek Industries, Inc June 1999 - March 2009
Continental Sprayers, Inc May 1994 - September 1998
Chevron Chemical and Monsanto--Solaris January 1986 - December 1993
Skills
Cross-functional Team..., Software Documentation, Quality Assurance, Project Management, Team Leadership, Business Process, Visio, Management, PMO, Manufacturing, Testing, Business Process..., Process Improvement, Certified Scrum Product...
Education
National-Louis University 1989 — 1993
MS, Management
St. Louis Community College
AAS, Information Systems
Robert Cuba 1992 — 1993
Master of Science (MS), Business Administration and Management, General
National-Louis University 1989 — 1993
BA, Management
St. Louis Community College
AAS, Quality Technology
St. Louis University High School 1973 — 1977
High
Charles Schwab March 2012 - Present
TEKsystems January 2011 - March 2012
Dish Network May 2010 - January 2011
MiTek Industries, Inc June 1999 - March 2009
Continental Sprayers, Inc May 1994 - September 1998
Chevron Chemical and Monsanto--Solaris January 1986 - December 1993
Skills
Cross-functional Team..., Software Documentation, Quality Assurance, Project Management, Team Leadership, Business Process, Visio, Management, PMO, Manufacturing, Testing, Business Process..., Process Improvement, Certified Scrum Product...
Education
National-Louis University 1989 — 1993
MS, Management
St. Louis Community College
AAS, Information Systems
Robert Cuba 1992 — 1993
Master of Science (MS), Business Administration and Management, General
National-Louis University 1989 — 1993
BA, Management
St. Louis Community College
AAS, Quality Technology
St. Louis University High School 1973 — 1977
High
Brenda Randall Brenda Randall's Charles Schwab Experience May 1999 - June 2000
Job Administrative Assistant/Telecom Professional
Industry Telecommunications
Experience
Nexus Engineering August 2013 - December 2013
Alliance June 2013 - August 2013
Law Offices August 2008 - May 2011
Gillis Law Offices 2008 - 2011
MUNICIPAL UTILITY DISTRICT February 2008 - May 2008
Primary Caregiver August 2003 - January 2008
American Medical Response June 2003 - July 2003
ORACLE CORP July 2000 - August 2001
Oracle May 2000 - August 2001
Charles Schwab May 1999 - June 2000
Skills
Telecommunications
Education
Mt. San Antonio College
Business Administration
Nexus Engineering August 2013 - December 2013
Alliance June 2013 - August 2013
Law Offices August 2008 - May 2011
Gillis Law Offices 2008 - 2011
MUNICIPAL UTILITY DISTRICT February 2008 - May 2008
Primary Caregiver August 2003 - January 2008
American Medical Response June 2003 - July 2003
ORACLE CORP July 2000 - August 2001
Oracle May 2000 - August 2001
Charles Schwab May 1999 - June 2000
Skills
Telecommunications
Education
Mt. San Antonio College
Business Administration
Tina Gallegos, PHR Tina Gallegos, PHR's Charles Schwab Experience November 2006 - April 2008
Job Vice President, HR Shared Services, HR Operations, McKesson Corporation
Industry Human Resources
Experience
McKesson Corporation May 2011 - Present
McKesson Corporation September 2008 - May 2011
Charles Schwab November 2006 - April 2008
Charles Schwab July 2006 - November 2006
Craford Benefit Consultants June 2002 - June 2006
Ceridian April 2001 - June 2002
Ceridian May 1996 - April 2001
Ceridian March 1995 - May 1996
Skills
HRIS, Performance Management, Human Resources, Deferred Compensation, Process Improvement, Employee Relations, Talent Management, Employee Benefits, Change Management, Workforce Planning, Onboarding, Benefits Administration, SDLC, Incentive Programs, Talent Acquisition, Succession Planning
Education
Human Resources Certification Institute 2000 — 2000
PHR, Human Resources
Mt. San Antonio College 1977 — 1977
Business
McKesson Corporation May 2011 - Present
McKesson Corporation September 2008 - May 2011
Charles Schwab November 2006 - April 2008
Charles Schwab July 2006 - November 2006
Craford Benefit Consultants June 2002 - June 2006
Ceridian April 2001 - June 2002
Ceridian May 1996 - April 2001
Ceridian March 1995 - May 1996
Skills
HRIS, Performance Management, Human Resources, Deferred Compensation, Process Improvement, Employee Relations, Talent Management, Employee Benefits, Change Management, Workforce Planning, Onboarding, Benefits Administration, SDLC, Incentive Programs, Talent Acquisition, Succession Planning
Education
Human Resources Certification Institute 2000 — 2000
PHR, Human Resources
Mt. San Antonio College 1977 — 1977
Business
Kimberly Frank's Charles Schwab Experience June 2014 - Present
Job Manager Risk Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
SunTrust Bank July 2012 - May 2014
U.S. Bank January 2012 - July 2012
Wells Fargo April 2010 - November 2011
The Molever Law Firm March 2007 - March 2010
Nash & Lodge, PLLP June 2004 - March 2007
Skills
Trust Services, Corporate Trust, Trust Management, Wealth Management..., Wealth Management, High Net Worth..., CLO, Uniform Combined State..., Series 7, Retirement Planning, Loans, CDO, Private Banking, Series 63, Asset Allocation, Estate Planning, Securities, Estate Administration, Trusts, Banking, Financial Services, Portfolio Management
Education
ABA Trust School 2012 — 2013
Diploma, Trust Administration and Taxation
Washington Institute for Graduate Studies 2008 — 2009
Master of Laws (LL.M.), Taxation
William Mitchell College of Law 2000 — 2003
J.D., Law
Concordia University 1998 — 2000
Bachelor of Arts (B.A.), Marketing Management
Charles Schwab June 2014 - Present
SunTrust Bank July 2012 - May 2014
U.S. Bank January 2012 - July 2012
Wells Fargo April 2010 - November 2011
The Molever Law Firm March 2007 - March 2010
Nash & Lodge, PLLP June 2004 - March 2007
Skills
Trust Services, Corporate Trust, Trust Management, Wealth Management..., Wealth Management, High Net Worth..., CLO, Uniform Combined State..., Series 7, Retirement Planning, Loans, CDO, Private Banking, Series 63, Asset Allocation, Estate Planning, Securities, Estate Administration, Trusts, Banking, Financial Services, Portfolio Management
Education
ABA Trust School 2012 — 2013
Diploma, Trust Administration and Taxation
Washington Institute for Graduate Studies 2008 — 2009
Master of Laws (LL.M.), Taxation
William Mitchell College of Law 2000 — 2003
J.D., Law
Concordia University 1998 — 2000
Bachelor of Arts (B.A.), Marketing Management
Michael Stamas, PMP's Charles Schwab Experience 2006 - June 2012
Job Technical Project Manager
Industry Information Technology and Services
Experience
Pangaia Partners January 2015 - Present
Pangaia Partners June 2014 - December 2014
GAF November 2013 - May 2014
Greater NYC Area September 2012 - November 2013
Charles Schwab 2006 - June 2012
Charles Schwab 2004 - 2006
Charles Schwab 1999 - 2004
Charles Schwab 1996 - 1999
Technical Support Services Inc. 1991 - 1996
Skills
Vendor Management, Disaster Recovery, Business Continuity, Data Center, IT Strategy, System Deployment, IT Operations, Integration, Security, Business Analysis, Project Management, IT Service Management, Technical Project..., Cisco Technologies, IT Project..., IT Solutions, Project Planning, PMP, MS Project, Telecommunications, Cloud Computing, Enterprise Architecture, Servers, Troubleshooting, VMware, VPN, Windows Server, Software Documentation, Information Technology
Education
Thomas Edison State College
BS, Electronic Engineering Technology
Montclair State University 1983 — 1984
Business Administration and Management, General
Pangaia Partners January 2015 - Present
Pangaia Partners June 2014 - December 2014
GAF November 2013 - May 2014
Greater NYC Area September 2012 - November 2013
Charles Schwab 2006 - June 2012
Charles Schwab 2004 - 2006
Charles Schwab 1999 - 2004
Charles Schwab 1996 - 1999
Technical Support Services Inc. 1991 - 1996
Skills
Vendor Management, Disaster Recovery, Business Continuity, Data Center, IT Strategy, System Deployment, IT Operations, Integration, Security, Business Analysis, Project Management, IT Service Management, Technical Project..., Cisco Technologies, IT Project..., IT Solutions, Project Planning, PMP, MS Project, Telecommunications, Cloud Computing, Enterprise Architecture, Servers, Troubleshooting, VMware, VPN, Windows Server, Software Documentation, Information Technology
Education
Thomas Edison State College
BS, Electronic Engineering Technology
Montclair State University 1983 — 1984
Business Administration and Management, General
Patrick Means Patrick Means's Charles Schwab Experience April 2010 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Series 7, Series 66
Education
Monmouth University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers University-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.), Economics
Charles Schwab April 2010 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Series 7, Series 66
Education
Monmouth University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers University-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.), Economics
Jeff Kunzelman Jeff Kunzelman's Charles Schwab Experience July 2012 - January 2015
Job Mobile Developer
Industry Computer Software
Experience
river.io llc October 2011 - Present
Software Ops LLC February 2015 - May 2015
Charles Schwab July 2012 - January 2015
Charles Schwab November 2011 - July 2012
Kohls May 2011 - October 2011
Ashley Furniture January 2010 - May 2011
Different Skies 2003 - 2011
Wells Fargo 2009 - 2009
DHL 2004 - 2009
Arcosanti 2001 - 2005
Skills
Objective-C, C#, Blackberry Enterprise..., Mac OS X, Unix, HTML, CSS, iOS, iPhone/iPad development, OS X, Xcode, Linux, Mobile Applications, Web Applications, JavaScript, iPhone, VMware, iPad, IIS, OOP, Architecture, Business Intelligence, XML, Enterprise Architecture, Web Services, iOS Development, Software Development
Education
Minneapolis College of Art and Design 1999 — 2001
Web - Multimedia design
Winona State University 1989 — 1993
BA, Liberal Arts
river.io llc October 2011 - Present
Software Ops LLC February 2015 - May 2015
Charles Schwab July 2012 - January 2015
Charles Schwab November 2011 - July 2012
Kohls May 2011 - October 2011
Ashley Furniture January 2010 - May 2011
Different Skies 2003 - 2011
Wells Fargo 2009 - 2009
DHL 2004 - 2009
Arcosanti 2001 - 2005
Skills
Objective-C, C#, Blackberry Enterprise..., Mac OS X, Unix, HTML, CSS, iOS, iPhone/iPad development, OS X, Xcode, Linux, Mobile Applications, Web Applications, JavaScript, iPhone, VMware, iPad, IIS, OOP, Architecture, Business Intelligence, XML, Enterprise Architecture, Web Services, iOS Development, Software Development
Education
Minneapolis College of Art and Design 1999 — 2001
Web - Multimedia design
Winona State University 1989 — 1993
BA, Liberal Arts
David J. Mammina, CFP®, MBA, CRPC®'s Charles Schwab Experience October 2010 - February 2014
Job Financial Advisor at Coastline Wealth Management
Industry Financial Services
Experience
Coastline Wealth Management March 2015 - Present
GM Advisory Group February 2014 - March 2015
Charles Schwab October 2010 - February 2014
Wells Fargo Advisors, LLC July 2008 - May 2010
Ameriprise Financial Services, Inc. January 2007 - July 2008
Skills
Finance, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Uniform Combined State..., Strategic Financial..., Investment Advisory, Fixed Annuities, Asset Management, 401k, Portfolio Management
Education
Molloy College 2007 — 2009
MBA, Financial Planning
St. Joseph's College 2005 — 2007
BS, Business Administration
Coastline Wealth Management March 2015 - Present
GM Advisory Group February 2014 - March 2015
Charles Schwab October 2010 - February 2014
Wells Fargo Advisors, LLC July 2008 - May 2010
Ameriprise Financial Services, Inc. January 2007 - July 2008
Skills
Finance, Series 7, Retirement Planning, Series 63, Mutual Funds, Retirement, Investments, Asset Allocation, Uniform Combined State..., Strategic Financial..., Investment Advisory, Fixed Annuities, Asset Management, 401k, Portfolio Management
Education
Molloy College 2007 — 2009
MBA, Financial Planning
St. Joseph's College 2005 — 2007
BS, Business Administration
Jim Vigland Jim Vigland's Charles Schwab Experience June 2014 - August 2014
Job Audit Associate at BKD CPAs and Advisors, LLP
Industry Accounting
Experience
BKD CPAs & Advisors, LLP January 2015 - Present
Charles Schwab June 2014 - August 2014
Schwans May 2013 - August 2013
St. Louis County Department of Health May 2012 - August 2012
Outback Steakhouse March 2010 - August 2011
Skills
Management, Leadership, Sales, Customer Service, Retail, Accounting, Logistics, Merchandising, Microsoft Excel, Financial Analysis, Employee Benefits, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Teamwork, Financial Reporting, Outlook, Analysis, Finance, Budgets, Process Improvement
Education
Missouri State University 2011 — 2015
Bachelor of Science (B.S.), Accounting
BKD CPAs & Advisors, LLP January 2015 - Present
Charles Schwab June 2014 - August 2014
Schwans May 2013 - August 2013
St. Louis County Department of Health May 2012 - August 2012
Outback Steakhouse March 2010 - August 2011
Skills
Management, Leadership, Sales, Customer Service, Retail, Accounting, Logistics, Merchandising, Microsoft Excel, Financial Analysis, Employee Benefits, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Teamwork, Financial Reporting, Outlook, Analysis, Finance, Budgets, Process Improvement
Education
Missouri State University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Mark Kooiman Mark Kooiman's Charles Schwab Experience September 2013 - Present
Job V.P. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Michels Communications 2012 - Present
Charles Schwab November 2012 - September 2013
Charles Schwab August 2006 - November 2012
Wells Fargo January 2005 - August 2006
Skills
Series 7, Series 63 and 66, Life and Health..., Accredited Asset..., Asset Allocation, Wealth Management, Mortgage Lending, Home Equity Lines of...
Education
University of Massachusetts, Amherst 2001 — 2002
Finance and Financial Management Services
Minnesota State University, Mankato 1998 — 2002
Corporate and Institutional Finance
Charles Schwab September 2013 - Present
Michels Communications 2012 - Present
Charles Schwab November 2012 - September 2013
Charles Schwab August 2006 - November 2012
Wells Fargo January 2005 - August 2006
Skills
Series 7, Series 63 and 66, Life and Health..., Accredited Asset..., Asset Allocation, Wealth Management, Mortgage Lending, Home Equity Lines of...
Education
University of Massachusetts, Amherst 2001 — 2002
Finance and Financial Management Services
Minnesota State University, Mankato 1998 — 2002
Corporate and Institutional Finance
Dempster Jackson Dempster Jackson's Charles Schwab Experience July 1995 - December 2003
Job Serving the Community
Industry Nonprofit Organization Management
Experience
American Express April 2013 - Present
AAG Youth Development Academy of Arizona, Inc June 2008 - Present
MidFirst Bank March 2010 - July 2011
Wells Fargo November 2008 - March 2010
The Private Client Group December 2003 - November 2008
Charles Schwab July 1995 - December 2003
Skills
Strategic Planning, Coaching, Customer Service, Event Management, Event Planning, Fundraising, Investments, Management, Marketing, Marketing Strategy, Nonprofits, Program Management, Public Speaking, Team Building
Education
Missouri State University 1984 — 1991
B.S., Electronic Media & Marketing
American Express April 2013 - Present
AAG Youth Development Academy of Arizona, Inc June 2008 - Present
MidFirst Bank March 2010 - July 2011
Wells Fargo November 2008 - March 2010
The Private Client Group December 2003 - November 2008
Charles Schwab July 1995 - December 2003
Skills
Strategic Planning, Coaching, Customer Service, Event Management, Event Planning, Fundraising, Investments, Management, Marketing, Marketing Strategy, Nonprofits, Program Management, Public Speaking, Team Building
Education
Missouri State University 1984 — 1991
B.S., Electronic Media & Marketing
Alice Du Alice Du's Charles Schwab Experience February 2013 - Present
Job Sr. Staff Data Warehouse Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Lockheed Martin Corp. May 2007 - February 2013
OutlookSoft March 2006 - May 2007
JDEdwards?PeopleSoft/Oracle 1996 - 2006
Skills
Data Warehousing, SQL, Business Intelligence, Java Enterprise Edition, Business Objects, SharePoint, Web Applications, Enterprise Software, .NET, Crystal Reports, Unix, SSRS, Shell Scripting, Teradata, Unix Shell Scripting, SOA, SME SAP..., Windows, Linux/Unix, SQL, MS Office, SAP..., Data Profiling, ETL, Strategic Leadership, Technical Ledership, Mentoring, Budget Process, Budget Monitoring, Talent Acquisition, Operational Risk..., Software Development
Education
Nanjing University
Bachelor of Science (B.S.), Computer Science
University of Colorado at Denver
Master of Science (M.S.), Computer Science
West Virginia University
Master of Science (MS), Economics
Charles Schwab February 2013 - Present
Lockheed Martin Corp. May 2007 - February 2013
OutlookSoft March 2006 - May 2007
JDEdwards?PeopleSoft/Oracle 1996 - 2006
Skills
Data Warehousing, SQL, Business Intelligence, Java Enterprise Edition, Business Objects, SharePoint, Web Applications, Enterprise Software, .NET, Crystal Reports, Unix, SSRS, Shell Scripting, Teradata, Unix Shell Scripting, SOA, SME SAP..., Windows, Linux/Unix, SQL, MS Office, SAP..., Data Profiling, ETL, Strategic Leadership, Technical Ledership, Mentoring, Budget Process, Budget Monitoring, Talent Acquisition, Operational Risk..., Software Development
Education
Nanjing University
Bachelor of Science (B.S.), Computer Science
University of Colorado at Denver
Master of Science (M.S.), Computer Science
West Virginia University
Master of Science (MS), Economics
Damon Paoli Damon Paoli's Charles Schwab Experience February 2013 - Present
Job Software Support Technician
Industry Information Technology and Services
Experience
Charles Schwab February 2013 - Present
c3 Premedia Solutions June 2009 - January 2013
Red House Group 2010 - 2010
c3 Premedia Solutions May 2005 - June 2009
Southeastern Baptist Theological Seminary September 2003 - May 2005
Skills
Graphic Design, Digital Illustration, Digital Marketing, Marketing Strategy, Computer Hardware, Computer Graphics, Web Design, Marketing Communications, Inter-personal, Information Technology, Customer Service, Fast Learner, Managing Deadlines, Meet Deadlines, Thrive in..., Intelligence, Dependable Team Player, Teamwork, Team-oriented, Creative Visualization, Brochures, Email Marketing, Retail
Education
Southeastern College at Wake Forest 2002 — 2005
Bachelor of Arts (B.A.), Religion/Religious Studies
Nash Community College 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
School of Communication Arts 1999 — 2000
Certificate in Computer Art & Design, 2D Design & 3D Animation
Charles Schwab February 2013 - Present
c3 Premedia Solutions June 2009 - January 2013
Red House Group 2010 - 2010
c3 Premedia Solutions May 2005 - June 2009
Southeastern Baptist Theological Seminary September 2003 - May 2005
Skills
Graphic Design, Digital Illustration, Digital Marketing, Marketing Strategy, Computer Hardware, Computer Graphics, Web Design, Marketing Communications, Inter-personal, Information Technology, Customer Service, Fast Learner, Managing Deadlines, Meet Deadlines, Thrive in..., Intelligence, Dependable Team Player, Teamwork, Team-oriented, Creative Visualization, Brochures, Email Marketing, Retail
Education
Southeastern College at Wake Forest 2002 — 2005
Bachelor of Arts (B.A.), Religion/Religious Studies
Nash Community College 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
School of Communication Arts 1999 — 2000
Certificate in Computer Art & Design, 2D Design & 3D Animation
Monte Garpestad CFP® Monte Garpestad CFP®'s Charles Schwab Experience April 2003 - July 2012
Job Regional Manager Chicago Metro at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Fisher Investments March 2014 - November 2014
Mercer Advisors May 2013 - March 2014
Securities America October 2012 - May 2013
Charles Schwab April 2003 - July 2012
Charles Schwab February 1996 - April 2003
Charles Schwab April 1991 - February 1996
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Asset Managment, Strategic Financial..., Managing Accounts, Sales Management, Banking, Investment Management
Education
Montana State University-Bozeman
Scottrade January 2015 - Present
Fisher Investments March 2014 - November 2014
Mercer Advisors May 2013 - March 2014
Securities America October 2012 - May 2013
Charles Schwab April 2003 - July 2012
Charles Schwab February 1996 - April 2003
Charles Schwab April 1991 - February 1996
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Asset Managment, Strategic Financial..., Managing Accounts, Sales Management, Banking, Investment Management
Education
Montana State University-Bozeman
Dushyant Deshmukh's Charles Schwab Experience April 2011 - May 2012
Job Sr Developer at HP Cloud Services
Industry Information Technology and Services
Experience
Hewlett-Packard May 2012 - Present
Charles Schwab April 2011 - May 2012
Blockbuster August 2010 - April 2011
Alcatel-Lucent June 2009 - August 2010
Tata Consultancy Services January 2008 - July 2008
Nortel Networks May 2007 - December 2007
Tata Consultancy Services September 2005 - April 2007
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MIS, Information technology management
Nagpur University
BE, Computer Technology
Somalwar
Hewlett-Packard May 2012 - Present
Charles Schwab April 2011 - May 2012
Blockbuster August 2010 - April 2011
Alcatel-Lucent June 2009 - August 2010
Tata Consultancy Services January 2008 - July 2008
Nortel Networks May 2007 - December 2007
Tata Consultancy Services September 2005 - April 2007
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MIS, Information technology management
Nagpur University
BE, Computer Technology
Somalwar
LeAnn Davies LeAnn Davies's Charles Schwab Experience March 2005 - July 2015
Job Associate Advisor Wealth Management Services at McGladrey
Industry Financial Services
Experience
McGladrey July 2015 - Present
Charles Schwab March 2005 - July 2015
A.G. Edwards 1998 - 2005
Skills
Management
Education
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Science (B.S.), Business Administration
Jamestown High Scool
McGladrey July 2015 - Present
Charles Schwab March 2005 - July 2015
A.G. Edwards 1998 - 2005
Skills
Management
Education
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Science (B.S.), Business Administration
Jamestown High Scool
Keshav Havnurkar's Charles Schwab Experience 1996 - 1998
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2015 - Present
UBS Wealth Management August 2011 - September 2015
Deutsche Bank July 2007 - September 2011
Citigroup August 2004 - July 2007
S&P 2000 - 2004
Indus Consultancy Services 1998 - 2000
Charles Schwab 1996 - 1998
Tata Consultancy Services 1990 - 1995
Tata Consultancy Services 1990 - 1995
Skills
Fixed Income, Trading Systems, Equities, Electronic Trading, Derivatives, Project Management, SOA, PMP, Enterprise Architecture, Prime Brokerage, Order Management, Middle Office, Trading, Investment Banking, Sybase
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2006
MBA, Finance and Global Manageent
PMI.org 2005 — 2005
PMP, Project Management Professional
National Institute of Technology Surat 1982 — 1986
Bachelors of Engineering, Electronics
South Gujarat University 1982 — 1986
BE, Electronics Engineering
J.P. Morgan September 2015 - Present
UBS Wealth Management August 2011 - September 2015
Deutsche Bank July 2007 - September 2011
Citigroup August 2004 - July 2007
S&P 2000 - 2004
Indus Consultancy Services 1998 - 2000
Charles Schwab 1996 - 1998
Tata Consultancy Services 1990 - 1995
Tata Consultancy Services 1990 - 1995
Skills
Fixed Income, Trading Systems, Equities, Electronic Trading, Derivatives, Project Management, SOA, PMP, Enterprise Architecture, Prime Brokerage, Order Management, Middle Office, Trading, Investment Banking, Sybase
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2006
MBA, Finance and Global Manageent
PMI.org 2005 — 2005
PMP, Project Management Professional
National Institute of Technology Surat 1982 — 1986
Bachelors of Engineering, Electronics
South Gujarat University 1982 — 1986
BE, Electronics Engineering
Lisa Nash's Charles Schwab Experience 1997 - 1998
Job Chief Marketing Officer at Thrive Networks; Executive Director, Blue Planet Network
Industry Nonprofit Organization Management
Experience
Thrive Networks September 2013 - Present
BLUE PLANET NETWORK March 2008 - Present
LN Marketing Associates 2004 - 2008
Prosper.com 2005 - 2005
Yahoo! Inc. 2002 - 2004
E*TRADE Financial 1998 - 2002
Charles Schwab 1997 - 1998
VISA 1991 - 1997
American Express 1983 - 1990
Skills
Marketing, Negotiation, Inspiration, Public Speaking, Direct Marketing, Customer Experience, Marketing Strategy, Non-profits, Nonprofits, Start-ups, Business Development, Fundraising, Digital Marketing, New Business Development, Integrated Marketing, Program Management, Market Research, Product Management, Strategy, Marketing Communications, Strategic Partnerships, Business Strategy, Strategic Planning, Analytics, Leadership, Online Marketing, Public Relations, Social Media Marketing, Entrepreneurship, Business Planning, Financial Services, SEO, Segmentation, CRM, Social Media, Product Marketing, Project Management, Market Analysis, Competitive Analysis, Event Management, Digital Strategy, E-commerce, Online Advertising, Email Marketing, International..., SEM, Lead Generation, Brand Development, Marketing Management, Web Analytics
Education
National Taiwan Normal University 1981 — 1982
Graduate Certificate, Mandarin Chinese
The Chinese University of Hong Kong 1980 — 1981
Graduate Certificate, Mandarin Chinese
Swarthmore College 1976 — 1980
BA, Political Science/History/Asian Studies, Graduated with Honors
Thrive Networks September 2013 - Present
BLUE PLANET NETWORK March 2008 - Present
LN Marketing Associates 2004 - 2008
Prosper.com 2005 - 2005
Yahoo! Inc. 2002 - 2004
E*TRADE Financial 1998 - 2002
Charles Schwab 1997 - 1998
VISA 1991 - 1997
American Express 1983 - 1990
Skills
Marketing, Negotiation, Inspiration, Public Speaking, Direct Marketing, Customer Experience, Marketing Strategy, Non-profits, Nonprofits, Start-ups, Business Development, Fundraising, Digital Marketing, New Business Development, Integrated Marketing, Program Management, Market Research, Product Management, Strategy, Marketing Communications, Strategic Partnerships, Business Strategy, Strategic Planning, Analytics, Leadership, Online Marketing, Public Relations, Social Media Marketing, Entrepreneurship, Business Planning, Financial Services, SEO, Segmentation, CRM, Social Media, Product Marketing, Project Management, Market Analysis, Competitive Analysis, Event Management, Digital Strategy, E-commerce, Online Advertising, Email Marketing, International..., SEM, Lead Generation, Brand Development, Marketing Management, Web Analytics
Education
National Taiwan Normal University 1981 — 1982
Graduate Certificate, Mandarin Chinese
The Chinese University of Hong Kong 1980 — 1981
Graduate Certificate, Mandarin Chinese
Swarthmore College 1976 — 1980
BA, Political Science/History/Asian Studies, Graduated with Honors
Cameron Byrd's Charles Schwab Experience November 2010 - February 2014
Job Finance Professional with Additional Expertise in Compensation Analysis and Design
Industry Financial Services
Experience
RGP March 2015 - August 2015
Blue Shield of California February 2014 - May 2014
Charles Schwab November 2010 - February 2014
Salesforce.com September 2010 - November 2010
Hewitt Associates October 2007 - February 2010
Openwave August 2005 - September 2007
Microsoft February 2002 - April 2004
Hewlett-Packard June 1999 - September 2001
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Program Management, Management, Financial Planning, Business Strategy, Salesforce.com, Managerial Finance, Executive Pay, Analysis, Strategy, Finance, Sales Compensation, Portfolio Management, Forecasting, Process Improvement, Financial Services, Strategic Financial...
Education
Santa Clara University
Master of Business Administration (M.B.A.), Finance, Management
Morehouse College
Bachelor of Science, Math/Computer Science
RGP March 2015 - August 2015
Blue Shield of California February 2014 - May 2014
Charles Schwab November 2010 - February 2014
Salesforce.com September 2010 - November 2010
Hewitt Associates October 2007 - February 2010
Openwave August 2005 - September 2007
Microsoft February 2002 - April 2004
Hewlett-Packard June 1999 - September 2001
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Program Management, Management, Financial Planning, Business Strategy, Salesforce.com, Managerial Finance, Executive Pay, Analysis, Strategy, Finance, Sales Compensation, Portfolio Management, Forecasting, Process Improvement, Financial Services, Strategic Financial...
Education
Santa Clara University
Master of Business Administration (M.B.A.), Finance, Management
Morehouse College
Bachelor of Science, Math/Computer Science
Naveen Kaluva's Charles Schwab Experience March 2009 - October 2009
Job Senior IT Consultant at ExxonMobil
Industry Computer Software
Experience
ExxonMobil April 2015 - Present
Bank of America June 2014 - March 2015
Deutsche Bank November 2011 - May 2014
Barclays Capital November 2009 - October 2011
Charles Schwab March 2009 - October 2009
Constellation Energy, Baltimore 2008 - 2009
Skills
SDLC, Business Requirements, Sybase, Agile Methodologies, SOA, C#, Microsoft SQL Server, SQL, Systems Analysis, Trading Systems, Financial Reporting, Software Development, Software Project..., WPF Development, Trading System, Securities Lending, Fixed Income, Equity Trading, Equity Swaps, Structured Products, PnL, Realtime Programming, Scrum, Visual C++, XAML, RESTful WebServices, WCF Services, C++, Microsoft Excel, IMSDB
Education
Nagpur University
Electronics
ExxonMobil April 2015 - Present
Bank of America June 2014 - March 2015
Deutsche Bank November 2011 - May 2014
Barclays Capital November 2009 - October 2011
Charles Schwab March 2009 - October 2009
Constellation Energy, Baltimore 2008 - 2009
Skills
SDLC, Business Requirements, Sybase, Agile Methodologies, SOA, C#, Microsoft SQL Server, SQL, Systems Analysis, Trading Systems, Financial Reporting, Software Development, Software Project..., WPF Development, Trading System, Securities Lending, Fixed Income, Equity Trading, Equity Swaps, Structured Products, PnL, Realtime Programming, Scrum, Visual C++, XAML, RESTful WebServices, WCF Services, C++, Microsoft Excel, IMSDB
Education
Nagpur University
Electronics
Ganesh Vasudeva's Charles Schwab Experience 2000 - 2000
Job Product Manager at Vindicia
Industry Computer Networking
Experience
OPSWAT February 2014 - November 2014
Terracotta April 2013 - October 2013
Pace Americas 2010 - October 2012
Pace Americas / 2Wire Inc. 2007 - 2010
Pace Americas / 2Wire Inc. 2004 - 2007
NEC Corporation of America 2000 - 2004
Charles Schwab 2000 - 2000
Apple 1998 - 2000
Infosys 1997 - 1998
Skills
Product Management, Integration, Telecommunications, IPTV, Ethernet, Product Lifecycle..., Networking, Competitive Analysis, Requirements Gathering, Program Management, DSL, Java, Management, TCP/IP protocols, Triple Play, QoS, Scripting, Product Development, Big Data, Complex Event..., Machine Learning, Technology Product..., Real Time Stream..., In-Memory data..., Customer Management, Layer 2, Layer 3, VDSL, PL/SQL, TR-069, Field Enablement, Strategic Partnerships, Pricing
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Corporate Strategy 2012
Santa Clara University 2000 — 2002
Master's degree, Computer Engineering (Networking)
National Institute of Technology Karnataka 1993 — 1997
Bachelor's degree, Electrical and Electronics Engineering
OPSWAT February 2014 - November 2014
Terracotta April 2013 - October 2013
Pace Americas 2010 - October 2012
Pace Americas / 2Wire Inc. 2007 - 2010
Pace Americas / 2Wire Inc. 2004 - 2007
NEC Corporation of America 2000 - 2004
Charles Schwab 2000 - 2000
Apple 1998 - 2000
Infosys 1997 - 1998
Skills
Product Management, Integration, Telecommunications, IPTV, Ethernet, Product Lifecycle..., Networking, Competitive Analysis, Requirements Gathering, Program Management, DSL, Java, Management, TCP/IP protocols, Triple Play, QoS, Scripting, Product Development, Big Data, Complex Event..., Machine Learning, Technology Product..., Real Time Stream..., In-Memory data..., Customer Management, Layer 2, Layer 3, VDSL, PL/SQL, TR-069, Field Enablement, Strategic Partnerships, Pricing
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Corporate Strategy 2012
Santa Clara University 2000 — 2002
Master's degree, Computer Engineering (Networking)
National Institute of Technology Karnataka 1993 — 1997
Bachelor's degree, Electrical and Electronics Engineering
Fromin, Cindy's Charles Schwab Experience June 2015 - Present
Job Accounting Manager at Laramar Group
Industry Real Estate
Experience
Charles Schwab June 2015 - Present
Laramar Group July 2014 - May 2015
PwC December 2013 - July 2014
Archstone 2007 - November 2013
ArchstoneSmith 2001 - 2007
Trammell Crow Company 1994 - 2001
Skills
Real Estate, Property Management, Leases, Apartments, Disposition, Real Estate Development, Due Diligence, Real Estate Economics, Acquisitions, Investment Properties, Asset Management, SEC filings, Sarbanes-Oxley Act, Real Estate Transactions, General Ledger, Financial Reporting, Financial Analysis, Affordable Housing, Lease Administration, GAAP, Commercial Real Estate, Accounting, CPA, Account Reconciliation, PeopleSoft
Education
Mississippi State University - College of Business and Industry 1990 — 1991
BS, Accounting
Mississippi State University 1986 — 1990
Master of Business Administration (MBA), Accounting
Charles Schwab June 2015 - Present
Laramar Group July 2014 - May 2015
PwC December 2013 - July 2014
Archstone 2007 - November 2013
ArchstoneSmith 2001 - 2007
Trammell Crow Company 1994 - 2001
Skills
Real Estate, Property Management, Leases, Apartments, Disposition, Real Estate Development, Due Diligence, Real Estate Economics, Acquisitions, Investment Properties, Asset Management, SEC filings, Sarbanes-Oxley Act, Real Estate Transactions, General Ledger, Financial Reporting, Financial Analysis, Affordable Housing, Lease Administration, GAAP, Commercial Real Estate, Accounting, CPA, Account Reconciliation, PeopleSoft
Education
Mississippi State University - College of Business and Industry 1990 — 1991
BS, Accounting
Mississippi State University 1986 — 1990
Master of Business Administration (MBA), Accounting
Holly Kuchcinski's Charles Schwab Experience February 2010 - Present
Job Sr. Business Systems Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Wells Fargo August 2008 - January 2010
Western Union August 2009 - 2010
Ciber, Inc. 1990 - 2010
Education
National Louis University 1989 — 1991
Charles Schwab February 2010 - Present
Wells Fargo August 2008 - January 2010
Western Union August 2009 - 2010
Ciber, Inc. 1990 - 2010
Education
National Louis University 1989 — 1991
Venu Gouravelli's Charles Schwab Experience Senior Server engineerAdvance Data Exchange2001 - 2003
Job ETL lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Senior Server engineerAdvance Data Exchange2001 - 2003
Education
National Institute of Technology Warangal
Charles Schwab Senior Server engineerAdvance Data Exchange2001 - 2003
Education
National Institute of Technology Warangal
Tiko Robertson's Charles Schwab Experience 2001 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2001 - Present
TrueSpectra 2000 - 2001
PeopleSoft 1997 - 1999
Winkler Advertising 1997 - 1997
Foote, Cone & Belding 1994 - 1997
Retail Consumer Technology 1992 - 1994
Skills
Integrated Marketing, Strategy, Marketing Strategy, Marketing Communications, B2B, Product Management, B2C, Agency Relationship..., Digital, Product Marketing, Field Marketing
Education
Mount Holyoke College
B.A. Political Science/French; Five College International Relations Degree
Université Paris Sorbonne (Paris IV); Institut Catholique de Paris
Charles Schwab 2001 - Present
TrueSpectra 2000 - 2001
PeopleSoft 1997 - 1999
Winkler Advertising 1997 - 1997
Foote, Cone & Belding 1994 - 1997
Retail Consumer Technology 1992 - 1994
Skills
Integrated Marketing, Strategy, Marketing Strategy, Marketing Communications, B2B, Product Management, B2C, Agency Relationship..., Digital, Product Marketing, Field Marketing
Education
Mount Holyoke College
B.A. Political Science/French; Five College International Relations Degree
Université Paris Sorbonne (Paris IV); Institut Catholique de Paris
Rakesh Menon's Charles Schwab Experience October 2007 - March 2012
Job Senior Consultant at Spruce Technology Inc
Industry Information Technology and Services
Experience
Spruce Technology Inc March 2012 - Present
Charles Schwab October 2007 - March 2012
Zellerent Inc. January 2007 - October 2007
Visa 2003 - 2007
Isolis Singapore 2000 - 2001
Techdrive Inc. 2000 - 2001
Skills
Teamwork, SDLC, Software Project..., Vendor Management, Business Analysis, Program Management, ClearQuest, Product Management, Waterfall, Integration, Project Portfolio..., IT Strategy, Agile Methodologies, NoSQL, Microsoft Technologies, MySQL
Education
Nanyang Technological University 1995 — 1999
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Chinmaya Vidyalaya, Cochin 1982 — 1995
Spruce Technology Inc March 2012 - Present
Charles Schwab October 2007 - March 2012
Zellerent Inc. January 2007 - October 2007
Visa 2003 - 2007
Isolis Singapore 2000 - 2001
Techdrive Inc. 2000 - 2001
Skills
Teamwork, SDLC, Software Project..., Vendor Management, Business Analysis, Program Management, ClearQuest, Product Management, Waterfall, Integration, Project Portfolio..., IT Strategy, Agile Methodologies, NoSQL, Microsoft Technologies, MySQL
Education
Nanyang Technological University 1995 — 1999
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Chinmaya Vidyalaya, Cochin 1982 — 1995
Kar-Mun Wong's Charles Schwab Experience October 2007 - September 2008
Job Corporate Controller at Intermedia
Industry Information Technology and Services
Experience
Intermedia May 2012 - Present
DemandTec, an IBM company February 2012 - May 2012
DemandTec January 2010 - February 2012
DemandTec February 2009 - December 2009
Ernst & Young October 2005 - February 2009
Charles Schwab October 2007 - September 2008
Cisco February 2006 - September 2007
San Francisco Coffee May 2001 - August 2005
Ernst & Young November 1998 - April 2000
Ernst & Young Singapore July 1996 - September 1998
Skills
Financial Accounting, Internal Controls, Process Reengineering, Accounting Operations..., International Business, Process & Control..., Global Consolidations, Performance Improvement, Project Management, Expense Control, Financial Analysis, Payroll, Team Leadership &..., Change Management, General Ledger, Audits, Auditing, Operations Management, Expense Management, Management Consulting, Accounting, Business Process..., Team Leadership, Business Intelligence, Managerial Finance, Strategy, Start-ups, Financial Reporting, Mergers & Acquisitions, Finance, Internal Audit, Process Improvement, Budgets, Management, Sarbanes-Oxley, Consolidation, SEC filings, Globalization, Sarbanes-Oxley Act
Education
The University of Western Australia 2000 — 2000
MBA, Business Strategy
University College Dublin 1997 — 1998
Msc Fin, Finance
Nanyang Technological University 1993 — 1996
B.Acc, Accountancy
Victoria Junior College 1991 — 1992
Intermedia May 2012 - Present
DemandTec, an IBM company February 2012 - May 2012
DemandTec January 2010 - February 2012
DemandTec February 2009 - December 2009
Ernst & Young October 2005 - February 2009
Charles Schwab October 2007 - September 2008
Cisco February 2006 - September 2007
San Francisco Coffee May 2001 - August 2005
Ernst & Young November 1998 - April 2000
Ernst & Young Singapore July 1996 - September 1998
Skills
Financial Accounting, Internal Controls, Process Reengineering, Accounting Operations..., International Business, Process & Control..., Global Consolidations, Performance Improvement, Project Management, Expense Control, Financial Analysis, Payroll, Team Leadership &..., Change Management, General Ledger, Audits, Auditing, Operations Management, Expense Management, Management Consulting, Accounting, Business Process..., Team Leadership, Business Intelligence, Managerial Finance, Strategy, Start-ups, Financial Reporting, Mergers & Acquisitions, Finance, Internal Audit, Process Improvement, Budgets, Management, Sarbanes-Oxley, Consolidation, SEC filings, Globalization, Sarbanes-Oxley Act
Education
The University of Western Australia 2000 — 2000
MBA, Business Strategy
University College Dublin 1997 — 1998
Msc Fin, Finance
Nanyang Technological University 1993 — 1996
B.Acc, Accountancy
Victoria Junior College 1991 — 1992
Deborah DeLashment's Charles Schwab Experience 2002 - 2004
Job Account Executive
Industry Financial Services
Experience
Aon Hewitt May 2013 - Present
Go Health LLC August 2012 - May 2013
Aflac and National Agents Alliance 2006 - 2010
Charles Schwab 2002 - 2004
Skills
Sales and Marketing, Business Development, Key Account Management, Contract Negotiation, Territory Startup &..., Project Management, Budgeting and..., Sales Management &..., Pricing & Proposals, Consultative/Solution..., Customer Service, Teamwork, Management, Account Management, Marketing, CRM, Customer Satisfaction, Sales Operations, Public Speaking, Sales
Education
National-Louis University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Robert Morris University - Illinois 1985 — 1989
Associate's degree, Business Administration and Management, General
Aon Hewitt May 2013 - Present
Go Health LLC August 2012 - May 2013
Aflac and National Agents Alliance 2006 - 2010
Charles Schwab 2002 - 2004
Skills
Sales and Marketing, Business Development, Key Account Management, Contract Negotiation, Territory Startup &..., Project Management, Budgeting and..., Sales Management &..., Pricing & Proposals, Consultative/Solution..., Customer Service, Teamwork, Management, Account Management, Marketing, CRM, Customer Satisfaction, Sales Operations, Public Speaking, Sales
Education
National-Louis University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Robert Morris University - Illinois 1985 — 1989
Associate's degree, Business Administration and Management, General
Asha Macwana's Charles Schwab Experience February 2011 - January 2013
Job Security Master Sr. Project Manager at Janus Capital Group
Industry Information Technology and Services
Experience
Janus Capital Group January 2013 - Present
Charles Schwab February 2011 - January 2013
Wipro Technologies July 2004 - January 2013
Capital Group 2005 - December 2010
ICICI Bank April 2003 - July 2004
ICICI Prudential AMC Ltd August 1997 - February 2001
Skills
Fixed Income, Capital Markets, Agile Methodologies, Derivatives, Equities, Portfolio Management, Business Analysis, Requirements Gathering, Asset Management, Trading Systems, Investment Banking, Financial Markets, Back Office, SDLC, Financial Services
Education
Monash University 2001 — 2003
MBA, Finance and Financial Management Services
St Josephs College 1994 — 1997
B A, Economics
Bishop Cottons
Janus Capital Group January 2013 - Present
Charles Schwab February 2011 - January 2013
Wipro Technologies July 2004 - January 2013
Capital Group 2005 - December 2010
ICICI Bank April 2003 - July 2004
ICICI Prudential AMC Ltd August 1997 - February 2001
Skills
Fixed Income, Capital Markets, Agile Methodologies, Derivatives, Equities, Portfolio Management, Business Analysis, Requirements Gathering, Asset Management, Trading Systems, Investment Banking, Financial Markets, Back Office, SDLC, Financial Services
Education
Monash University 2001 — 2003
MBA, Finance and Financial Management Services
St Josephs College 1994 — 1997
B A, Economics
Bishop Cottons
Quoc (Seine) Ly's Charles Schwab Experience March 2010 - August 2015
Job Solutions Architect/Sales Engineering Financial Institution Services at Nuix
Industry Security and Investigations
Experience
Nuix August 2015 - Present
Charles Schwab March 2010 - August 2015
Guidance Software, Inc March 2004 - March 2009
Micro Plus, Inc. 2002 - 2004
Coconet Connections 2001 - 2002
United States Marine Corps 1994 - 2000
Skills
Computer Forensics, Information Security, Computer Security, Incident Response, EnCase, Risk Management, Litigation Support, Servers, Private Investigations, IT Management, Windows, Networking, Security, Hardware, Vulnerability Assessment, Governance, Digital Forensics, Electronic Discovery, ESI, Project Management, Mobile Device Forensics, Sales Engineering, International Marketing, International Market..., E-Discovery Consulting, Information Security..., Network Security
Education
Mt. San Antonio College
Nuix August 2015 - Present
Charles Schwab March 2010 - August 2015
Guidance Software, Inc March 2004 - March 2009
Micro Plus, Inc. 2002 - 2004
Coconet Connections 2001 - 2002
United States Marine Corps 1994 - 2000
Skills
Computer Forensics, Information Security, Computer Security, Incident Response, EnCase, Risk Management, Litigation Support, Servers, Private Investigations, IT Management, Windows, Networking, Security, Hardware, Vulnerability Assessment, Governance, Digital Forensics, Electronic Discovery, ESI, Project Management, Mobile Device Forensics, Sales Engineering, International Marketing, International Market..., E-Discovery Consulting, Information Security..., Network Security
Education
Mt. San Antonio College
Jyostna Sunkara's Charles Schwab Experience February 2015 - April 2015
Job Sr.QA Engineer at Engility Corporation
Industry Computer Software
Experience
Engility Corporation April 2015 - Present
Charles Schwab February 2015 - April 2015
WellsFargo January 2012 - August 2013
Wellsfargo July 2009 - January 2011
Palm April 2009 - June 2009
Cisco Systems October 2007 - July 2008
SGS Testcom October 2006 - August 2007
Skills
Testing, Quality Assurance, Integration, Perl, Java, Regression Testing, System Testing, JIRA, QTP, Troubleshooting, Management, Quality Center, Test Automation, User Acceptance Testing, SDLC
Education
Mississippi State University 2004 — 2006
Masters, Information Systems
Sathyabama University 2001 — 2003
Masters, Computer Applications
Engility Corporation April 2015 - Present
Charles Schwab February 2015 - April 2015
WellsFargo January 2012 - August 2013
Wellsfargo July 2009 - January 2011
Palm April 2009 - June 2009
Cisco Systems October 2007 - July 2008
SGS Testcom October 2006 - August 2007
Skills
Testing, Quality Assurance, Integration, Perl, Java, Regression Testing, System Testing, JIRA, QTP, Troubleshooting, Management, Quality Center, Test Automation, User Acceptance Testing, SDLC
Education
Mississippi State University 2004 — 2006
Masters, Information Systems
Sathyabama University 2001 — 2003
Masters, Computer Applications
Carolyn Tuatini's Charles Schwab Experience September 2000 - October 2001
Job Professional Photo Organizer, Images to Enjoy
Industry Photography
Experience
Images to Enjoy October 2014 - Present
mFoundry January 2007 - January 2008
ANZ June 2003 - October 2003
Morgan Stanley Smith Barney February 2002 - October 2002
Charles Schwab September 2000 - October 2001
Brightstar Consulting Ltd May 1998 - April 2000
Skills
Project Management, Program Management, Business Systems..., Process Flow..., Financial Systems..., Photography, Photo Organizing
Education
Monash University
Bachelor of Computing
Images to Enjoy October 2014 - Present
mFoundry January 2007 - January 2008
ANZ June 2003 - October 2003
Morgan Stanley Smith Barney February 2002 - October 2002
Charles Schwab September 2000 - October 2001
Brightstar Consulting Ltd May 1998 - April 2000
Skills
Project Management, Program Management, Business Systems..., Process Flow..., Financial Systems..., Photography, Photo Organizing
Education
Monash University
Bachelor of Computing
John Toner's Charles Schwab Experience April 2000 - September 2012
Job Sr. Manager, Corporate Real Estate at Charles Schwab
Industry Construction
Experience
Charles Schwab April 2000 - September 2012
Scitor Corporation April 1994 - April 2000
Lockheed Martin November 1988 - 1994
Skills
Karras negotiating..., Ridge interpersonal..., Demographic &..., IFMA, BOMA, IDRC..., Client engagement &..., Staff integration &..., Process evaluation &..., Space planning,...
Education
San Jose State University 1992 — 1996
Mission College 1988 — 1991
Charles Schwab April 2000 - September 2012
Scitor Corporation April 1994 - April 2000
Lockheed Martin November 1988 - 1994
Skills
Karras negotiating..., Ridge interpersonal..., Demographic &..., IFMA, BOMA, IDRC..., Client engagement &..., Staff integration &..., Process evaluation &..., Space planning,...
Education
San Jose State University 1992 — 1996
Mission College 1988 — 1991
Devarajulu Ethirajulu's Charles Schwab Experience March 2010 - November 2010
Job Business/Data Analyst at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae January 2013 - Present
Capital One November 2011 - December 2012
NASDAQ OMX December 2010 - November 2011
Charles Schwab March 2010 - November 2010
The College Board August 2009 - February 2010
Verizon Business July 2007 - July 2009
VerizonBusiness July 2007 - July 2009
Wells Fargo April 2006 - May 2007
Skills
SDLC, Business Analysis, Requirements Gathering, Visio, Requirements Analysis, RUP, Systems Analysis, Quality Center, Rational Rose, Agile, User Acceptance Testing, Business Process, Data Warehousing, Data Analysis, Software Project..., Business Intelligence, SQL, Vendor Management, Integration, Project Management, Oracle, Program Management, Databases, Analysis, Business Requirements, Requirements Management, System Requirements, Agile Methodologies, Agile Project Management
Education
Missouri State University
SVSS
SVSS
University of Madras
Fannie Mae January 2013 - Present
Capital One November 2011 - December 2012
NASDAQ OMX December 2010 - November 2011
Charles Schwab March 2010 - November 2010
The College Board August 2009 - February 2010
Verizon Business July 2007 - July 2009
VerizonBusiness July 2007 - July 2009
Wells Fargo April 2006 - May 2007
Skills
SDLC, Business Analysis, Requirements Gathering, Visio, Requirements Analysis, RUP, Systems Analysis, Quality Center, Rational Rose, Agile, User Acceptance Testing, Business Process, Data Warehousing, Data Analysis, Software Project..., Business Intelligence, SQL, Vendor Management, Integration, Project Management, Oracle, Program Management, Databases, Analysis, Business Requirements, Requirements Management, System Requirements, Agile Methodologies, Agile Project Management
Education
Missouri State University
SVSS
SVSS
University of Madras
Barbara Sager, CFP®,CRPC®'s Charles Schwab Experience November 1999 - September 2013
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors June 2015 - Present
Bronfman E.L. Rothschild September 2013 - June 2015
Charles Schwab November 1999 - September 2013
Skills
Series 7, Series 65, Relationship Management, Certified Financial..., Wealth Management, ETFs, High Net Worth..., Mutual Funds, Retirement Planning, Asset Allocation, Investments, Retirement, Investment Advisory, Financial Advisory, Personal Financial..., Financial Planning
Education
Minot State University
Bachelor of Arts Degree, Marketing and Management double major
Wells Fargo Advisors June 2015 - Present
Bronfman E.L. Rothschild September 2013 - June 2015
Charles Schwab November 1999 - September 2013
Skills
Series 7, Series 65, Relationship Management, Certified Financial..., Wealth Management, ETFs, High Net Worth..., Mutual Funds, Retirement Planning, Asset Allocation, Investments, Retirement, Investment Advisory, Financial Advisory, Personal Financial..., Financial Planning
Education
Minot State University
Bachelor of Arts Degree, Marketing and Management double major
Edward P. Miner, MBA's Charles Schwab Experience 1985 - 1988
Job Director, Client Services at Fiserv
Industry Financial Services
Experience
Fiserv November 2009 - Present
Assent LLC August 2008 - November 2009
UBS Wealth Management December 2001 - January 2008
UBS Financial Services, Inc. 2002 - 2008
Merrill Lynch April 1990 - December 2001
Dean Witter Reynolds 1988 - 1989
Charles Schwab 1985 - 1988
Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management
Education
Monmouth University 1993 — 1995
MBA, Accounting
Rider University 1985 — 1988
B.S., Finance
Franklin High School, Franklin Twp NJ
Fiserv November 2009 - Present
Assent LLC August 2008 - November 2009
UBS Wealth Management December 2001 - January 2008
UBS Financial Services, Inc. 2002 - 2008
Merrill Lynch April 1990 - December 2001
Dean Witter Reynolds 1988 - 1989
Charles Schwab 1985 - 1988
Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management
Education
Monmouth University 1993 — 1995
MBA, Accounting
Rider University 1985 — 1988
B.S., Finance
Franklin High School, Franklin Twp NJ
Tom Vad's Charles Schwab Experience March 2004 - Present
Job Senior Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2004 - Present
Skills
Series 7, Retirement, Relationship Management, Mutual Funds, Management, Investments, Financial Services, ERISA, Client Services, 401k, Project Management, Retirement Planning, Series 63
Education
Minnesota State University, Moorhead 1990 — 1993
BA, POLITICAL SCIENCE
Charles Schwab March 2004 - Present
Skills
Series 7, Retirement, Relationship Management, Mutual Funds, Management, Investments, Financial Services, ERISA, Client Services, 401k, Project Management, Retirement Planning, Series 63
Education
Minnesota State University, Moorhead 1990 — 1993
BA, POLITICAL SCIENCE
Ken Montgomery's Charles Schwab Experience January 2014 - November 2014
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Charles Schwab January 2014 - November 2014
TD Ameritrade 2008 - January 2014
Charles Schwab November 1995 - April 2008
Edward Jones June 1985 - November 1995
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 24, Portfolio Management, Investments, Uniform Combined State..., Investment Advisory, Retirement Planning, Asset Allocation, Securities, Asset Management, Finance, Investment Strategies
Education
Missouri State University 1982 — 1984
Bachelor's degree, Finance/General Business
Florissant Valley C.C. 1979 — 1982
Associate's degree, Education
Scottrade November 2014 - Present
Charles Schwab January 2014 - November 2014
TD Ameritrade 2008 - January 2014
Charles Schwab November 1995 - April 2008
Edward Jones June 1985 - November 1995
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 24, Portfolio Management, Investments, Uniform Combined State..., Investment Advisory, Retirement Planning, Asset Allocation, Securities, Asset Management, Finance, Investment Strategies
Education
Missouri State University 1982 — 1984
Bachelor's degree, Finance/General Business
Florissant Valley C.C. 1979 — 1982
Associate's degree, Education
Wendy Matheny, CIMA®, MBA's Charles Schwab Experience 2004 - 2008
Job Regional Director
Industry Financial Services
Experience
1st Global June 2010 - Present
H.I.G. Capital November 2008 - July 2010
Charles Schwab 2004 - 2008
Shula's Steak Houses, LLLP - Corporate 2002 - 2004
Comerxia April 2001 - April 2002
X-Sells/TECHMAR April 2000 - April 2001
Performance Motion Devices 1997 - 2000
L.E. Mason Company 1995 - 1997
Summit Technology 1993 - 1995
Skills
Series 7, Series 66, CIMA®
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst(CIMA®)
University of Massachusetts Lowell 1992 — 1996
MBA, Marketing
Mount Holyoke College 1987 — 1991
B.A., European Studies, French
1st Global June 2010 - Present
H.I.G. Capital November 2008 - July 2010
Charles Schwab 2004 - 2008
Shula's Steak Houses, LLLP - Corporate 2002 - 2004
Comerxia April 2001 - April 2002
X-Sells/TECHMAR April 2000 - April 2001
Performance Motion Devices 1997 - 2000
L.E. Mason Company 1995 - 1997
Summit Technology 1993 - 1995
Skills
Series 7, Series 66, CIMA®
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst(CIMA®)
University of Massachusetts Lowell 1992 — 1996
MBA, Marketing
Mount Holyoke College 1987 — 1991
B.A., European Studies, French
Chris Hiebert's Charles Schwab Experience November 2000 - March 2001
Job Realtor at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Fresh Start Group, LLC 2012 - Present
Keller Williams Realty, Inc. 2012 - Present
DST Systems December 2003 - December 2011
Berger Financial Group March 2001 - December 2002
Charles Schwab November 2000 - March 2001
DST Systems March 1998 - November 2000
Skills
Financial Services, Mutual Funds, Business Analysis, Real Estate, Investment Properties, Sales, Reality, Buyer Representation, Short Sales, Customer Service, First Time Home Buyers, First Time Home Sellers, Process Improvement, Project Management, Requirements Analysis, Business Process..., Requirements Gathering, Strategic Planning, Team Building, Visio, Sellers, Real Estate Transactions, Investments, Property, Residential Homes, Buyers, Negotiation, Entrepreneurship, Training, Strategy, Finance, Management, Foreclosures, Investors, FHA, Relocation, HUD, REO, Referrals, Brokerage, Real Property, Single Family Homes
Education
University of Missouri-Kansas City 1997 — 1997
BA, Psychology
University of Nebraska-Lincoln 1996 — 1996
Psychology
University of Kansas 1995 — 1996
Psychology
University of Missouri-Kansas City 1994 — 1994
Bachelor of Arts (BA), Psychology
Missouri State University 1991 — 1994
Fresh Start Group, LLC 2012 - Present
Keller Williams Realty, Inc. 2012 - Present
DST Systems December 2003 - December 2011
Berger Financial Group March 2001 - December 2002
Charles Schwab November 2000 - March 2001
DST Systems March 1998 - November 2000
Skills
Financial Services, Mutual Funds, Business Analysis, Real Estate, Investment Properties, Sales, Reality, Buyer Representation, Short Sales, Customer Service, First Time Home Buyers, First Time Home Sellers, Process Improvement, Project Management, Requirements Analysis, Business Process..., Requirements Gathering, Strategic Planning, Team Building, Visio, Sellers, Real Estate Transactions, Investments, Property, Residential Homes, Buyers, Negotiation, Entrepreneurship, Training, Strategy, Finance, Management, Foreclosures, Investors, FHA, Relocation, HUD, REO, Referrals, Brokerage, Real Property, Single Family Homes
Education
University of Missouri-Kansas City 1997 — 1997
BA, Psychology
University of Nebraska-Lincoln 1996 — 1996
Psychology
University of Kansas 1995 — 1996
Psychology
University of Missouri-Kansas City 1994 — 1994
Bachelor of Arts (BA), Psychology
Missouri State University 1991 — 1994
Mei-lian Lin's Charles Schwab Experience October 1996 - September 2004
Job Director, Information Technology at Continuing Education of the Bar (CEB)
Industry Education Management
Experience
Continuing Education of the Bar (CEB) August 2005 - Present
Jenny Lin Foundation 1994 - Present
CEB-Office of President 2005 - 2008
Charles Schwab October 1996 - September 2004
Mervyns 1983 - 1996
Education
National Taiwan University
University of Pennsylvania
MS
Continuing Education of the Bar (CEB) August 2005 - Present
Jenny Lin Foundation 1994 - Present
CEB-Office of President 2005 - 2008
Charles Schwab October 1996 - September 2004
Mervyns 1983 - 1996
Education
National Taiwan University
University of Pennsylvania
MS
Brad Filipek's Charles Schwab Experience March 2013 - December 2014
Job Sr Storage Engineer at ULTA
Industry Financial Services
Experience
ULTA Beauty December 2014 - Present
Charles Schwab March 2013 - December 2014
Charles Schwab September 2011 - March 2013
optionsXpress September 2007 - September 2011
Continental Refrigerated Services, LLC. November 2005 - September 2007
NetBlast, Ltd. February 2003 - November 2005
Giant Step March 2001 - December 2001
Skills
Virtualization, Disaster Recovery, VMware, Storage Area Networks, Storage, Data Center, Windows Server, SAN, Server Architecture, VDI, Server Administration, VMware ESX, VMware Infrastructure, vSphere, Networking
Education
VMware 2010 — 2010
VCP, VMware
RedHat 2007 — 2007
RHCT, RedHat
Microsoft 2004 — 2004
MCP, Microsoft
Moraine Valley Community College 2002 — 2004
AAS, Information Technology
ULTA Beauty December 2014 - Present
Charles Schwab March 2013 - December 2014
Charles Schwab September 2011 - March 2013
optionsXpress September 2007 - September 2011
Continental Refrigerated Services, LLC. November 2005 - September 2007
NetBlast, Ltd. February 2003 - November 2005
Giant Step March 2001 - December 2001
Skills
Virtualization, Disaster Recovery, VMware, Storage Area Networks, Storage, Data Center, Windows Server, SAN, Server Architecture, VDI, Server Administration, VMware ESX, VMware Infrastructure, vSphere, Networking
Education
VMware 2010 — 2010
VCP, VMware
RedHat 2007 — 2007
RHCT, RedHat
Microsoft 2004 — 2004
MCP, Microsoft
Moraine Valley Community College 2002 — 2004
AAS, Information Technology
Joe Riccio's Charles Schwab Experience 1998 - 2008
Job Analyst/Developer
Industry Financial Services
Experience
CG GroupPartners February 2012 - October 2012
Society of St. Vincent de Paul of Alameda County September 2009 - August 2012
ATR International July 2011 - December 2011
Systems Integration Solutions, Inc May 2010 - December 2010
Sapphire Technologies May 2009 - May 2010
Charles Schwab 1998 - 2008
Schwab 1998 - 2008
World Savings April 1989 - June 1994
Skills
Mainframe, COBOL, JCL, Requirements Analysis, Testing, Programming, SDLC, XML, SharePoint, DB2, Excel, Word, Visio, CICS, Microsoft Office, VSAM, Documentation, Problem Solving, TSO, Easytrieve, Fileaid, Application Development, Requirements Gathering, Software Development, Endevor, Remedy, Lotus Notes, ClearQuest, SAS, Software Documentation, Endeavor, Unix, RUP, SOA, Business Analysis, Systems Analysis, Program Management, Databases, User Acceptance Testing, IBM Mainframe, Data Warehousing, Waterfall, Software Project..., Data Modeling, ETL, Agile Project Management, SQL, Production Support, Agile Methodologies, MVS
Education
Mission College 2011 — 2011
University of California, Berkeley 2009 — 2009
Certificate, Introduction to the SAS System
University of California, Berkeley 2009 — 2009
SAS/Graph and Output Delivery System
University of San Francisco 1971 — 1975
Bachelor's, Mathematics
CG GroupPartners February 2012 - October 2012
Society of St. Vincent de Paul of Alameda County September 2009 - August 2012
ATR International July 2011 - December 2011
Systems Integration Solutions, Inc May 2010 - December 2010
Sapphire Technologies May 2009 - May 2010
Charles Schwab 1998 - 2008
Schwab 1998 - 2008
World Savings April 1989 - June 1994
Skills
Mainframe, COBOL, JCL, Requirements Analysis, Testing, Programming, SDLC, XML, SharePoint, DB2, Excel, Word, Visio, CICS, Microsoft Office, VSAM, Documentation, Problem Solving, TSO, Easytrieve, Fileaid, Application Development, Requirements Gathering, Software Development, Endevor, Remedy, Lotus Notes, ClearQuest, SAS, Software Documentation, Endeavor, Unix, RUP, SOA, Business Analysis, Systems Analysis, Program Management, Databases, User Acceptance Testing, IBM Mainframe, Data Warehousing, Waterfall, Software Project..., Data Modeling, ETL, Agile Project Management, SQL, Production Support, Agile Methodologies, MVS
Education
Mission College 2011 — 2011
University of California, Berkeley 2009 — 2009
Certificate, Introduction to the SAS System
University of California, Berkeley 2009 — 2009
SAS/Graph and Output Delivery System
University of San Francisco 1971 — 1975
Bachelor's, Mathematics
Jeri (Solomon) Hasund's Charles Schwab Experience 1997 - 1998
Job Independent Computer Software Professional
Industry Computer Software
Experience
Hasund House 2000 - Present
Sun Microsystems 1999 - 2000
Charles Schwab 1997 - 1998
AT&T 1993 - 1997
AT&T Alascom July 1996 - December 1996
AT&T Bell Labs 1988 - 1993
Education
Mount St. Joseph University 1993 — 1997
BS, Computer Science
Hasund House 2000 - Present
Sun Microsystems 1999 - 2000
Charles Schwab 1997 - 1998
AT&T 1993 - 1997
AT&T Alascom July 1996 - December 1996
AT&T Bell Labs 1988 - 1993
Education
Mount St. Joseph University 1993 — 1997
BS, Computer Science
Craig J Golbach's Charles Schwab Experience March 1992 - Present
Job Institutional Cashiering Rep
Industry Financial Services
Experience
Charles Schwab March 1992 - Present
Education
Milwaukee Area Technical College 1986 — 1988
Associates, Mortuary Science and Funeral Management
University of Wisconsin Marathon County 1984 — 1986
Associates, Pre-Mortuary Science
Charles Schwab March 1992 - Present
Education
Milwaukee Area Technical College 1986 — 1988
Associates, Mortuary Science and Funeral Management
University of Wisconsin Marathon County 1984 — 1986
Associates, Pre-Mortuary Science
Timothy Hestad's Charles Schwab Experience September 2004 - November 2004
Job Information Architect
Industry Information Technology and Services
Experience
Columbia Distributing July 2012 - Present
Midwest Supplies March 2011 - July 2012
HomeMade Pizza Company May 2010 - October 2010
U.S. Bank November 2009 - April 2010
Starbucks March 2005 - May 2008
Macy's November 2004 - March 2005
Charles Schwab September 2004 - November 2004
Wells Fargo March 2004 - August 2004
Southern Saddle Ranch January 2003 - August 2003
Boys and Girls Clubs of America April 2001 - January 2003
Skills
10 Key, Sales Management, Forklift Operator, Microsoft Office, PeopleSoft, Soft Skills, Data Entry, Databases, Recieving
Education
Minneapolis Community and Technical College 2003 — 2005
A.A.S, Computer Networking, Philosophy
St. Paul College 2003 — 2004
Columbia Distributing July 2012 - Present
Midwest Supplies March 2011 - July 2012
HomeMade Pizza Company May 2010 - October 2010
U.S. Bank November 2009 - April 2010
Starbucks March 2005 - May 2008
Macy's November 2004 - March 2005
Charles Schwab September 2004 - November 2004
Wells Fargo March 2004 - August 2004
Southern Saddle Ranch January 2003 - August 2003
Boys and Girls Clubs of America April 2001 - January 2003
Skills
10 Key, Sales Management, Forklift Operator, Microsoft Office, PeopleSoft, Soft Skills, Data Entry, Databases, Recieving
Education
Minneapolis Community and Technical College 2003 — 2005
A.A.S, Computer Networking, Philosophy
St. Paul College 2003 — 2004
Dan Bianco's Charles Schwab Experience March 1995 - May 1998
Job Branch Financial Sales Consultant at PNC Bank
Industry Food & Beverages
Experience
PNC July 2014 - Present
Bianco Sales & Marketing, LLC May 2011 - July 2014
Crunchco Snacks March 2010 - May 2011
Prudential Financial May 1998 - February 2009
Charles Schwab March 1995 - May 1998
Scottrade November 1993 - February 1995
Skills
Sales Management, New Business Development, Sales, Marketing Strategy, Key Account Management, Account Management, Management, Customer Service, Selling, Pricing, Forecasting, Merchandising
Education
Moravian College 1985 — 1989
Bachelor of Arts, Business Management
PNC July 2014 - Present
Bianco Sales & Marketing, LLC May 2011 - July 2014
Crunchco Snacks March 2010 - May 2011
Prudential Financial May 1998 - February 2009
Charles Schwab March 1995 - May 1998
Scottrade November 1993 - February 1995
Skills
Sales Management, New Business Development, Sales, Marketing Strategy, Key Account Management, Account Management, Management, Customer Service, Selling, Pricing, Forecasting, Merchandising
Education
Moravian College 1985 — 1989
Bachelor of Arts, Business Management
Greg Culver's Charles Schwab Experience 2000 - 2007
Job Chief Operating Officer at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. May 2014 - Present
Foothill Securities, Inc. July 2013 - Present
Foothill Securities, Inc. January 2012 - Present
Dollarhide Financial Group, LLC a general agency of MassMutual January 2011 - May 2011
Self Employed August 2009 - December 2010
Credit Union Financial Network April 2008 - August 2009
Resources Global Professionals 2007 - 2008
Charles Schwab 2000 - 2007
Skills
Investment Advisory, Auditing, Investments, Securities, Mutual Funds, Series 7, Financial Services, FINRA, Asset Management
Education
Murray State University 1976 — 1980
BS, MBA, Economics, Political Science
Foothill Securities, Inc. May 2014 - Present
Foothill Securities, Inc. July 2013 - Present
Foothill Securities, Inc. January 2012 - Present
Dollarhide Financial Group, LLC a general agency of MassMutual January 2011 - May 2011
Self Employed August 2009 - December 2010
Credit Union Financial Network April 2008 - August 2009
Resources Global Professionals 2007 - 2008
Charles Schwab 2000 - 2007
Skills
Investment Advisory, Auditing, Investments, Securities, Mutual Funds, Series 7, Financial Services, FINRA, Asset Management
Education
Murray State University 1976 — 1980
BS, MBA, Economics, Political Science
Jack Gordon's Charles Schwab Experience May 1998 - January 2005
Job Managing Member at Next Level Aviation, LLC
Industry Airlines/Aviation
Experience
Next Level Aviation, LLC February 2013 - Present
HEICO Aerospace August 2011 - February 2013
HEICO Aerospace February 2010 - July 2011
HEICO Aerospace March 2008 - January 2010
Charles Schwab May 1998 - January 2005
Skills
Aviation, Airlines, Aircraft, Aerospace, Commercial Aviation, Aircraft Maintenance, Contract Negotiation, Negotiation, Purchasing, Program Management, Operations Management, Strategic Planning, Continuous Improvement, Logistics, Process Improvement, Supply Chain Management, Flights, Business Strategy, Supply Chain, Team Leadership, Six Sigma, Management, Forecasting, Customer Service, Procurement, Manufacturing, Engineering, Contract Management, Civil Aviation, Lean Manufacturing, Business Development, Supply Management, Helicopters, Avionics, Inventory Management, Maintenance & Repair, Leadership, Quality Assurance, Project Planning, Cross-functional Team..., Transportation, Sales, Airworthiness, Flight Safety, International Sales, International Business, Engineering Management, Pricing, Analysis, Airports
Education
Monmouth University 1992 — 1996
B.A., History
Next Level Aviation, LLC February 2013 - Present
HEICO Aerospace August 2011 - February 2013
HEICO Aerospace February 2010 - July 2011
HEICO Aerospace March 2008 - January 2010
Charles Schwab May 1998 - January 2005
Skills
Aviation, Airlines, Aircraft, Aerospace, Commercial Aviation, Aircraft Maintenance, Contract Negotiation, Negotiation, Purchasing, Program Management, Operations Management, Strategic Planning, Continuous Improvement, Logistics, Process Improvement, Supply Chain Management, Flights, Business Strategy, Supply Chain, Team Leadership, Six Sigma, Management, Forecasting, Customer Service, Procurement, Manufacturing, Engineering, Contract Management, Civil Aviation, Lean Manufacturing, Business Development, Supply Management, Helicopters, Avionics, Inventory Management, Maintenance & Repair, Leadership, Quality Assurance, Project Planning, Cross-functional Team..., Transportation, Sales, Airworthiness, Flight Safety, International Sales, International Business, Engineering Management, Pricing, Analysis, Airports
Education
Monmouth University 1992 — 1996
B.A., History
Bobby Whiteside, III's Charles Schwab Experience 1998 - 2004
Job Owner, Client 4 Life Insurance & Financial Services
Industry Insurance
Experience
Client 4 Life Insurance & Financial Services March 2007 - Present
Charles Schwab 1998 - 2004
Skills
Series 7, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Series 63, 401k, Securities, Fixed Annuities, Strategic Financial..., Asset Allocation, IRAs, Investment Strategies, Uniform Combined State..., Asset Managment
Education
Morehouse College 1986 — 1990
Business, Finance
Client 4 Life Insurance & Financial Services March 2007 - Present
Charles Schwab 1998 - 2004
Skills
Series 7, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Series 63, 401k, Securities, Fixed Annuities, Strategic Financial..., Asset Allocation, IRAs, Investment Strategies, Uniform Combined State..., Asset Managment
Education
Morehouse College 1986 — 1990
Business, Finance
Santanu Haldar's Charles Schwab Experience 2007 - Present
Job Senior Software Engineer at Wipro Technologies
Industry Information Technology and Services
Experience
Charles Schwab 2007 - Present
Wipro Technologies August 2006 - Present
Education
National Institute of Technology Durgapur 2002 — 2006
B.E, Civil Engg.
Charles Schwab 2007 - Present
Wipro Technologies August 2006 - Present
Education
National Institute of Technology Durgapur 2002 — 2006
B.E, Civil Engg.
Jeremy Molsberger's Charles Schwab Experience September 1990 - March 1996
Job Institutional Sales Manager at Orbit Group Advisory Services LLC, a AAA WCNY Company
Industry Financial Services
Experience
Orbit Group Advisory Services LLC, a AAA WCNY Company July 2015 - Present
NEXT Financial Group, Inc. September 2012 - June 2015
Logan Lavelle January 2009 - August 2012
MP Food Services LLC January 2006 - December 2008
Scottrade April 1996 - March 2006
Charles Schwab September 1990 - March 1996
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Insurance, Wealth Management, Uniform Combined State..., Financial Advisory, Investment Strategies, Alternative Investments, Series 24, Equities, Portfolio Management, Financial Services, Retirement Planning, FINRA, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Managment, Estate Planning, Fixed Annuities, Series 65, Fixed Income, ETFs, Life Insurance, 401k, Bonds, Disability Insurance, Trading, Relationship Management, Financial Markets, Options, Finance, Risk Management, Financial Risk, Banking, Investment Management, Financial Analysis, Asset Management, Capital Markets, Equity Trading, Series 6, Financial Modeling, Hedge Funds, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
University of Kentucky 1978 — 1982
BBA, Marketing
Eastern High School 1974 — 1978
Orbit Group Advisory Services LLC, a AAA WCNY Company July 2015 - Present
NEXT Financial Group, Inc. September 2012 - June 2015
Logan Lavelle January 2009 - August 2012
MP Food Services LLC January 2006 - December 2008
Scottrade April 1996 - March 2006
Charles Schwab September 1990 - March 1996
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Insurance, Wealth Management, Uniform Combined State..., Financial Advisory, Investment Strategies, Alternative Investments, Series 24, Equities, Portfolio Management, Financial Services, Retirement Planning, FINRA, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Managment, Estate Planning, Fixed Annuities, Series 65, Fixed Income, ETFs, Life Insurance, 401k, Bonds, Disability Insurance, Trading, Relationship Management, Financial Markets, Options, Finance, Risk Management, Financial Risk, Banking, Investment Management, Financial Analysis, Asset Management, Capital Markets, Equity Trading, Series 6, Financial Modeling, Hedge Funds, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
University of Kentucky 1978 — 1982
BBA, Marketing
Eastern High School 1974 — 1978
Darell W. Easton's Charles Schwab Experience August 1990 - September 1995
Job SYSTEMS SUPPORT ENGINEER at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank June 2009 - March 2011
Wells Fargo September 1995 - September 2009
Charles Schwab August 1990 - September 1995
Education
San Francisco State 1978 — 1980
DATA SYSTEMS QUANTATIVE METHODS
Monterey Peninsula College 1975 — 1978
AA & Certificate in Data Processing, Data Processing
Wells Fargo Bank June 2009 - March 2011
Wells Fargo September 1995 - September 2009
Charles Schwab August 1990 - September 1995
Education
San Francisco State 1978 — 1980
DATA SYSTEMS QUANTATIVE METHODS
Monterey Peninsula College 1975 — 1978
AA & Certificate in Data Processing, Data Processing
Daimon Corgile's Charles Schwab Experience June 2000 - November 2002
Job Assistant Real Estate Manager at CBRE
Industry Real Estate
Experience
CBRE November 2014 - Present
REIT Management August 2014 - November 2014
Simon Property Group July 2013 - May 2014
Simon Property Group September 2012 - July 2013
Simon Property Group April 2011 - September 2012
Lynch & Co. January 2010 - April 2011
Wells Fargo Bank June 2008 - December 2009
Wells Fargo Bank June 2006 - June 2008
Enterprise Fund Distributors May 2003 - December 2005
Charles Schwab June 2000 - November 2002
Skills
Due Diligence, Financial Modeling, Portfolio Management, Strategic Planning, Real Estate, Loans, Business Development, Negotiation, Asset Management, Asset Managment, Process Improvement, Management, Commercial Real Estate, Mergers & Acquisitions, Finance, Sales, Property Management, Budgets, Leases, Credit, Market Research, Shopping Centers, Market Analysis, Tenant, Financial Analysis, Leadership, Customer Service, Contract Negotiation, Marketing, Microsoft Office
Education
Morehouse College 1996 — 2000
B.A., Business Administration - Finance
Morehouse College 1996 — 2000
Bachelor of Arts (B.A.), Accounting and Finance
CBRE November 2014 - Present
REIT Management August 2014 - November 2014
Simon Property Group July 2013 - May 2014
Simon Property Group September 2012 - July 2013
Simon Property Group April 2011 - September 2012
Lynch & Co. January 2010 - April 2011
Wells Fargo Bank June 2008 - December 2009
Wells Fargo Bank June 2006 - June 2008
Enterprise Fund Distributors May 2003 - December 2005
Charles Schwab June 2000 - November 2002
Skills
Due Diligence, Financial Modeling, Portfolio Management, Strategic Planning, Real Estate, Loans, Business Development, Negotiation, Asset Management, Asset Managment, Process Improvement, Management, Commercial Real Estate, Mergers & Acquisitions, Finance, Sales, Property Management, Budgets, Leases, Credit, Market Research, Shopping Centers, Market Analysis, Tenant, Financial Analysis, Leadership, Customer Service, Contract Negotiation, Marketing, Microsoft Office
Education
Morehouse College 1996 — 2000
B.A., Business Administration - Finance
Morehouse College 1996 — 2000
Bachelor of Arts (B.A.), Accounting and Finance
Nidhi Seth's Charles Schwab Experience March 2012 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
Charles Schwab March 2012 - Present
Wells Fargo July 2010 - March 2012
Infosys April 2003 - April 2009
Skills
Business Analyst, Business Intelligence, Data Analysis, Data Warehousing, Program Management, SDLC, Requirements Analysis, Business Analysis, Software Project..., ITIL, Requirements Gathering, SQL, Management, Agile Methodologies, Data Modeling, Project Management
Education
Nagpur University 1998 — 2002
Bachelor of Engineering, Electronics
Charles Schwab March 2012 - Present
Wells Fargo July 2010 - March 2012
Infosys April 2003 - April 2009
Skills
Business Analyst, Business Intelligence, Data Analysis, Data Warehousing, Program Management, SDLC, Requirements Analysis, Business Analysis, Software Project..., ITIL, Requirements Gathering, SQL, Management, Agile Methodologies, Data Modeling, Project Management
Education
Nagpur University 1998 — 2002
Bachelor of Engineering, Electronics
Ben Holland, MBA's Charles Schwab Experience August 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Fifth Third Bank June 2013 - August 2014
Forever Communications 2012 - 2013
Woodforest National Bank July 2009 - July 2010
Skills
Credit, Commercial Banking, Retail Banking, Banking, Loans, Credit Analysis, Small Business Lending, Financial Analysis, Finance, Management
Education
Murray State University 2010 — 2012
MBA, Business, Finance
Murray State University 2004 — 2008
Economics / Business Administration
Charles Schwab August 2014 - Present
Fifth Third Bank June 2013 - August 2014
Forever Communications 2012 - 2013
Woodforest National Bank July 2009 - July 2010
Skills
Credit, Commercial Banking, Retail Banking, Banking, Loans, Credit Analysis, Small Business Lending, Financial Analysis, Finance, Management
Education
Murray State University 2010 — 2012
MBA, Business, Finance
Murray State University 2004 — 2008
Economics / Business Administration
Rangareddy Bapuram's Charles Schwab Experience 2010 - 2013
Job
Industry Information Technology and Services
Experience
Citi September 2014 - Present
Department of Information Technology and Telecommunications New York City January 2013 - Present
Infosys August 2010 - January 2013
Charles Schwab 2010 - 2013
Charles Schwab 2010 - 2013
HCL Technologies November 2002 - January 2005
Skills
Software Project..., SDLC, Requirements Gathering, Agile Methodologies, Business Analysis, Enterprise Architecture, User Acceptance Testing, SOA, Requirements Analysis, PMP, Microstrategy
Education
National Institute of Technology Karnataka 1997 — 2001
Electrical and Electronics Engineering
Citi September 2014 - Present
Department of Information Technology and Telecommunications New York City January 2013 - Present
Infosys August 2010 - January 2013
Charles Schwab 2010 - 2013
Charles Schwab 2010 - 2013
HCL Technologies November 2002 - January 2005
Skills
Software Project..., SDLC, Requirements Gathering, Agile Methodologies, Business Analysis, Enterprise Architecture, User Acceptance Testing, SOA, Requirements Analysis, PMP, Microstrategy
Education
National Institute of Technology Karnataka 1997 — 2001
Electrical and Electronics Engineering
Martha Forsyth's Charles Schwab Experience 1996 - 1999
Job Accounting Associate at McWhirter & Associates
Industry Accounting
Experience
McWhirter & Associates March 2006 - Present
Charles Schwab 1996 - 1999
Benefits Resource Group 1995 - 1996
Spector & Saulino, Inc. 1992 - 1995
CPAid, Inc 1988 - 1992
Ostrov Insurance Agency 1984 - 1988
Summit Count Legal Aid 1980 - 1984
Skills
Accounting, Journal Entries, General Ledger, QuickBooks, Account Reconciliation, Tax Preparation, Bookkeeping, Accounts Payable, Accounts Receivable, Tax Returns, Sales Tax, Tax, Full-Charge Bookkeeping, Financial Statements, Budgets, Depreciation, Preparation, Payroll, Payroll Taxes, Bank Reconciliation, Cash Flow Forecasting
Education
Moody Bible Institute 1995 — 2002
Certificate of Adult Bible Education, Adult Bible Education
The University of Akron 1968 — 1980
Accounting
McWhirter & Associates March 2006 - Present
Charles Schwab 1996 - 1999
Benefits Resource Group 1995 - 1996
Spector & Saulino, Inc. 1992 - 1995
CPAid, Inc 1988 - 1992
Ostrov Insurance Agency 1984 - 1988
Summit Count Legal Aid 1980 - 1984
Skills
Accounting, Journal Entries, General Ledger, QuickBooks, Account Reconciliation, Tax Preparation, Bookkeeping, Accounts Payable, Accounts Receivable, Tax Returns, Sales Tax, Tax, Full-Charge Bookkeeping, Financial Statements, Budgets, Depreciation, Preparation, Payroll, Payroll Taxes, Bank Reconciliation, Cash Flow Forecasting
Education
Moody Bible Institute 1995 — 2002
Certificate of Adult Bible Education, Adult Bible Education
The University of Akron 1968 — 1980
Accounting
Shena Jackson's Charles Schwab Experience September 1997 - August 2003
Job Sr. Registered Representative at Scottrade
Industry Financial Services
Experience
Scottrade March 2004 - Present
Charles Schwab September 1997 - August 2003
Olde Discount Brokerage Firm March 1996 - September 1997
Skills
Series 63, Mutual Funds, Retirement Planning, FINRA, Securities, Series 24, Series 65, ETFs, Series 6, Investments, Equities
Education
Western Michigan University - Haworth College of Business 1992 — 1994
Bachelor of Business Administration (BBA), Finance, General
Muskegon Community College 1989 — 1991
Associate of Arts (A.A.), Busines Administration
Scottrade March 2004 - Present
Charles Schwab September 1997 - August 2003
Olde Discount Brokerage Firm March 1996 - September 1997
Skills
Series 63, Mutual Funds, Retirement Planning, FINRA, Securities, Series 24, Series 65, ETFs, Series 6, Investments, Equities
Education
Western Michigan University - Haworth College of Business 1992 — 1994
Bachelor of Business Administration (BBA), Finance, General
Muskegon Community College 1989 — 1991
Associate of Arts (A.A.), Busines Administration
Nick Roberts, CPA's Charles Schwab Experience July 2014 - Present
Job Senior Manager Bank Accounting at Charles Schwab
Industry Accounting
Experience
Charles Schwab July 2014 - Present
Charles Schwab December 2011 - July 2014
CBS Interactive June 2009 - December 2011
Ernst & Young August 2006 - March 2009
Skills
Financial Reporting, Revenue Recognition, GAAP, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Financial Analysis, US GAAP, Corporate Tax, Forecasting, CPA, Budgets
Education
Montana State University-Bozeman 2005 — 2006
MPAc, Accounting
Montana State University-Bozeman 2001 — 2005
BS, Accounting
Charles Schwab July 2014 - Present
Charles Schwab December 2011 - July 2014
CBS Interactive June 2009 - December 2011
Ernst & Young August 2006 - March 2009
Skills
Financial Reporting, Revenue Recognition, GAAP, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Financial Analysis, US GAAP, Corporate Tax, Forecasting, CPA, Budgets
Education
Montana State University-Bozeman 2005 — 2006
MPAc, Accounting
Montana State University-Bozeman 2001 — 2005
BS, Accounting
Jordan Hedberg's Charles Schwab Experience January 2011 - October 2011
Job Paralegal at Law Office of Peter F. Michaelson
Industry Research
Experience
Law Office of Peter F. Michaelson March 2014 - Present
Empiric Research Inc October 2011 - Present
Charles Schwab January 2011 - October 2011
New West Investment Management Inc January 2010 - November 2010
Skills
Inventory Management, Research, New Business Development
Education
Monmouth College 2005 — 2009
Bachelors of the Liberal Arts, History, Business Administration
Law Office of Peter F. Michaelson March 2014 - Present
Empiric Research Inc October 2011 - Present
Charles Schwab January 2011 - October 2011
New West Investment Management Inc January 2010 - November 2010
Skills
Inventory Management, Research, New Business Development
Education
Monmouth College 2005 — 2009
Bachelors of the Liberal Arts, History, Business Administration
Jeffrey Reeve's Charles Schwab Experience October 1999 - January 2004
Job Acupuncturist & Herbalist at Jeffrey Reeve L.Ac.
Industry Alternative Medicine
Experience
Jeffrey Reeve L.Ac. March 2013 - Present
Meeting Point Community Acupuncture May 2013 - December 2013
Kindness Community Acupuncture June 2013 - November 2013
National College of Natural Medicine November 2008 - June 2012
The Golden Door December 2005 - August 2010
Mandala Integrative Medicine January 2005 - November 2005
Charles Schwab October 1999 - January 2004
Charles Schwab April 1998 - October 1999
Charles Schwab November 1996 - April 1998
Various independent Broker/Dealers August 1993 - November 1996
Skills
Acupuncture, Qigong, Chronic Illness, Nutrition, Chinese Herbal Medicine, Chinese Medicine, Tui Na, Digestive Disorders, Chronic Pain, Musculoskeletal..., Women's Health, Immune Disorders, Mens Health, Cardiovascular Disease, Psychological Conditions, Respiratory Conditions, Cardiovascular Health, Neurological Disorders, Alternative Medicine
Education
National College of Natural Medicine 2008 — 2012
Master of Science in Oriental Medicine (MSOM), Classical Chinese Medicine
University of Wisconsin-La Crosse 1988 — 1993
Bachelor of Science (B.S.), Finance with minors in International Business & Spanish
Jeffrey Reeve L.Ac. March 2013 - Present
Meeting Point Community Acupuncture May 2013 - December 2013
Kindness Community Acupuncture June 2013 - November 2013
National College of Natural Medicine November 2008 - June 2012
The Golden Door December 2005 - August 2010
Mandala Integrative Medicine January 2005 - November 2005
Charles Schwab October 1999 - January 2004
Charles Schwab April 1998 - October 1999
Charles Schwab November 1996 - April 1998
Various independent Broker/Dealers August 1993 - November 1996
Skills
Acupuncture, Qigong, Chronic Illness, Nutrition, Chinese Herbal Medicine, Chinese Medicine, Tui Na, Digestive Disorders, Chronic Pain, Musculoskeletal..., Women's Health, Immune Disorders, Mens Health, Cardiovascular Disease, Psychological Conditions, Respiratory Conditions, Cardiovascular Health, Neurological Disorders, Alternative Medicine
Education
National College of Natural Medicine 2008 — 2012
Master of Science in Oriental Medicine (MSOM), Classical Chinese Medicine
University of Wisconsin-La Crosse 1988 — 1993
Bachelor of Science (B.S.), Finance with minors in International Business & Spanish
Peter Muckerman's Charles Schwab Experience 1997 - 1999
Job Financial Planner & Investment Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2009 - Present
Legg Mason 1999 - 2009
Charles Schwab 1997 - 1999
Skills
Investments, Securities, Financial Planning, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Asset Allocation, Investment Advisory, Series 7
Education
Mount St. Mary's University 1979 — 1983
Bachelorâs Degree, Political Science
Raymond James Financial Inc. 2009 - Present
Legg Mason 1999 - 2009
Charles Schwab 1997 - 1999
Skills
Investments, Securities, Financial Planning, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Asset Allocation, Investment Advisory, Series 7
Education
Mount St. Mary's University 1979 — 1983
Bachelorâs Degree, Political Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank