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
joe byrnes joe byrnes's Charles Schwab Experience March 2006 - October 2007
Job Senior Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade November 2007 - Present
Charles Schwab March 2006 - October 2007
Securities Trading and Research Development June 2004 - February 2006
Shearson Lehman Brothers 1987 - 1993
Education
Niagara University 1973 — 1975
Bachelor of Science (BS), Business, 3.0
Scottrade November 2007 - Present
Charles Schwab March 2006 - October 2007
Securities Trading and Research Development June 2004 - February 2006
Shearson Lehman Brothers 1987 - 1993
Education
Niagara University 1973 — 1975
Bachelor of Science (BS), Business, 3.0
Joe Gillis Joe Gillis's Charles Schwab Experience April 2001 - March 2003
Job M.S. Candidate at NYU Center for Global Affairs
Industry International Affairs
Experience
Wikistrat December 2014 - Present
Center for Global Affairs, New York University September 2014 - Present
Winterflood Securities November 2012 - May 2013
UBS Investment Bank November 2004 - February 2012
Charles Schwab Capital Markets (Acquired by UBS) April 2003 - November 2004
Charles Schwab April 2001 - March 2003
Charles Schwab November 1999 - April 2001
Skills
Trading, Equities, Equity Trading, Investments, Financial Markets, Options, Trading Systems, Capital Markets, Electronic Trading, International..., International Trading, Foreign Currency, Series 63, Series 7, Bloomberg, Hedge Funds, Fixed Income, Middle Office, Risk Management, Editing, Writing, Research, International Relations, Policy Analysis, Public Speaking, Data Analysis, Statistics, Political Risk Analysis
Education
New York University 2013 — 2015
Master's Candidate, NYU Center for Global Affairs
Wright State University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Wikistrat December 2014 - Present
Center for Global Affairs, New York University September 2014 - Present
Winterflood Securities November 2012 - May 2013
UBS Investment Bank November 2004 - February 2012
Charles Schwab Capital Markets (Acquired by UBS) April 2003 - November 2004
Charles Schwab April 2001 - March 2003
Charles Schwab November 1999 - April 2001
Skills
Trading, Equities, Equity Trading, Investments, Financial Markets, Options, Trading Systems, Capital Markets, Electronic Trading, International..., International Trading, Foreign Currency, Series 63, Series 7, Bloomberg, Hedge Funds, Fixed Income, Middle Office, Risk Management, Editing, Writing, Research, International Relations, Policy Analysis, Public Speaking, Data Analysis, Statistics, Political Risk Analysis
Education
New York University 2013 — 2015
Master's Candidate, NYU Center for Global Affairs
Wright State University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Jonathan Ganan, CPA Jonathan Ganan, CPA's Charles Schwab Experience September 2015 - Present
Job Senior Manager Advisor Services Knowledge Management at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab April 2014 - August 2015
ProLink Solutions February 2013 - March 2014
Critigen September 2011 - December 2012
Critigen January 2010 - May 2012
AIMCO June 2005 - January 2010
American Express Corporation/Key Corporation July 2002 - April 2005
Arthur Andersen & Co., LLP March 1999 - June 2001
Budget Rent a Car, Inc April 1998 - March 1999
Risk Management Associates, Inc May 1997 - April 1998
Skills
Business Process..., Project Management, Business Process..., Business Analysis, Process Improvement, Program Management, Integration, Managing Offshore Teams, SDLC, Change Management, Risk Management, Consulting, Requirements Analysis, PMO, Waterfall, PeopleSoft, Project Portfolio..., Business Process, Axure, Tax Credits, Short Films, Project Planning, Requirements Gathering, ERP, reel to reel film..., Cross-functional Team..., Agile Methodologies, Analysis, Quality Assurance, Software Development, Data Warehousing
Education
University of Florida 1989 — 1994
Master of Accountancy, Accounting
University of Florida, Fisher School of Accounting
Bachelor and Master, Accounting
New York Film Academy 2000 — 2000
Director's Certificate
Charles Schwab September 2015 - Present
Charles Schwab April 2014 - August 2015
ProLink Solutions February 2013 - March 2014
Critigen September 2011 - December 2012
Critigen January 2010 - May 2012
AIMCO June 2005 - January 2010
American Express Corporation/Key Corporation July 2002 - April 2005
Arthur Andersen & Co., LLP March 1999 - June 2001
Budget Rent a Car, Inc April 1998 - March 1999
Risk Management Associates, Inc May 1997 - April 1998
Skills
Business Process..., Project Management, Business Process..., Business Analysis, Process Improvement, Program Management, Integration, Managing Offshore Teams, SDLC, Change Management, Risk Management, Consulting, Requirements Analysis, PMO, Waterfall, PeopleSoft, Project Portfolio..., Business Process, Axure, Tax Credits, Short Films, Project Planning, Requirements Gathering, ERP, reel to reel film..., Cross-functional Team..., Agile Methodologies, Analysis, Quality Assurance, Software Development, Data Warehousing
Education
University of Florida 1989 — 1994
Master of Accountancy, Accounting
University of Florida, Fisher School of Accounting
Bachelor and Master, Accounting
New York Film Academy 2000 — 2000
Director's Certificate
Matthew Caffrey Matthew Caffrey's Charles Schwab Experience November 1996 - April 2013
Job Technical Representative at an Investment Company
Industry Financial Services
Experience
Charles Schwab November 1996 - April 2013
BLS Communications 1996 - 1998
Skymall 1991 - 1994
Skills
Investments, Process Improvement, Business Analysis, Relationship Management, Financial Services, Risk Management, Disaster Recovery, Vendor Management, Technical Support, Telecommunications, Telecommunication..., Logistics, Building Relationships, Simplifying the Complex, Accounts Receivable, Accounts Payable, IT Security Best..., RUP, PMO, Analysis, Visio, Software Documentation, SDLC, Mutual Funds, Business Planning, Series 7, Management, Team Building, Leadership, FINRA, CRM, Business Process..., Project Portfolio..., Training, Series 63, Team Leadership, Information Technology, Asset Management
Education
New Mexico State University 1981 — 1984
Charles Schwab November 1996 - April 2013
BLS Communications 1996 - 1998
Skymall 1991 - 1994
Skills
Investments, Process Improvement, Business Analysis, Relationship Management, Financial Services, Risk Management, Disaster Recovery, Vendor Management, Technical Support, Telecommunications, Telecommunication..., Logistics, Building Relationships, Simplifying the Complex, Accounts Receivable, Accounts Payable, IT Security Best..., RUP, PMO, Analysis, Visio, Software Documentation, SDLC, Mutual Funds, Business Planning, Series 7, Management, Team Building, Leadership, FINRA, CRM, Business Process..., Project Portfolio..., Training, Series 63, Team Leadership, Information Technology, Asset Management
Education
New Mexico State University 1981 — 1984
Warren Binstock, CFP® Warren Binstock, CFP®'s Charles Schwab Experience October 2000 - October 2007
Job Retirement Planning and Client Service Specialist at Telos Capital Management, Inc.
Industry Financial Services
Experience
Telos Capital Management, Inc. April 2015 - Present
TIAA-CREF October 2013 - April 2015
TD Ameritrade June 2009 - October 2013
Smith Barney January 2008 - May 2009
Charles Schwab October 2000 - October 2007
Charles Schwab 2000 - 2007
San Diego City Schools September 1999 - August 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Allocation, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Asset Management
Education
Niagara University 1994 — 1996
Masters, Education
York University 1987 — 1991
Bachelor of Arts, Psychology
Telos Capital Management, Inc. April 2015 - Present
TIAA-CREF October 2013 - April 2015
TD Ameritrade June 2009 - October 2013
Smith Barney January 2008 - May 2009
Charles Schwab October 2000 - October 2007
Charles Schwab 2000 - 2007
San Diego City Schools September 1999 - August 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Allocation, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Asset Management
Education
Niagara University 1994 — 1996
Masters, Education
York University 1987 — 1991
Bachelor of Arts, Psychology
Jana (Phillipini) Fisher Jana (Phillipini) Fisher's Charles Schwab Experience June 2006 - March 2007
Job Legal Assistant at Clark Allison LLP
Industry Financial Services
Experience
Clark Allison LLP August 2014 - May 2015
Little Dolphins Daycare (Facility #343618798) November 2007 - June 2014
Kaneski Associates June 2007 - November 2007
Charles Schwab June 2006 - March 2007
Bank of America January 2005 - May 2006
Etrade Financial August 2000 - August 2004
Skills
Series 7, Sales, Banking, Investments, Public Speaking, Time Management, Customer Service, Marketing, Leadership, Management, Financial Services, Portfolio Management, Sales Management, Series 63, Securities
Education
National University 2004 — 2007
Bachelor's Degree, Liberal Studies with concentrations in Marketing and Psychology
San Juan High School
Clark Allison LLP August 2014 - May 2015
Little Dolphins Daycare (Facility #343618798) November 2007 - June 2014
Kaneski Associates June 2007 - November 2007
Charles Schwab June 2006 - March 2007
Bank of America January 2005 - May 2006
Etrade Financial August 2000 - August 2004
Skills
Series 7, Sales, Banking, Investments, Public Speaking, Time Management, Customer Service, Marketing, Leadership, Management, Financial Services, Portfolio Management, Sales Management, Series 63, Securities
Education
National University 2004 — 2007
Bachelor's Degree, Liberal Studies with concentrations in Marketing and Psychology
San Juan High School
Annis Steiner Annis Steiner's Charles Schwab Experience October 2007 - January 2011
Job Senior Director, Marketing and Communications at Sapphire Ventures
Industry Financial Services
Experience
Sapphire Ventures, LLC November 2014 - Present
Sapphire Ventures, LLC. February 2014 - November 2014
Omidyar Network January 2011 - February 2014
Charles Schwab October 2007 - January 2011
Merrill Lynch September 2006 - October 2007
Merrill Lynch July 2005 - August 2006
Virginia Foundation for the Humanities August 2004 - May 2005
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Social Media, Media Relations, Event Planning, Project Management, Management, Internal Communications, Strategy, Strategic Communications, Integrated Marketing, Crisis Communications, Marketing, Corporate Communications, Leadership, Program Management, Entrepreneurship
Education
University of Virginia 2002 — 2005
B.A, Foreign Affairs and History
New York University 2001 — 2002
Premedical
Sapphire Ventures, LLC November 2014 - Present
Sapphire Ventures, LLC. February 2014 - November 2014
Omidyar Network January 2011 - February 2014
Charles Schwab October 2007 - January 2011
Merrill Lynch September 2006 - October 2007
Merrill Lynch July 2005 - August 2006
Virginia Foundation for the Humanities August 2004 - May 2005
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Social Media, Media Relations, Event Planning, Project Management, Management, Internal Communications, Strategy, Strategic Communications, Integrated Marketing, Crisis Communications, Marketing, Corporate Communications, Leadership, Program Management, Entrepreneurship
Education
University of Virginia 2002 — 2005
B.A, Foreign Affairs and History
New York University 2001 — 2002
Premedical
Sanjana Chandak Sanjana Chandak's Charles Schwab Experience August 2011 - November 2012
Job Product Owner at Certent
Industry Computer Software
Experience
Certent, Inc. November 2012 - Present
Charles Schwab August 2011 - November 2012
Hewlett-Packard January 2011 - August 2011
Self Employed. September 2010 - December 2010
The Community Learning Center August 2010 - December 2010
New York University August 2008 - December 2009
Tata Consultancy Services June 2007 - August 2008
Skills
.NET, Youth Leadership, Technical Documentation, Performance Tuning, Business Analysis, Communication, IBM Mainframe, COBOL, C++, NetBeans, Machine Learning, Systems Analysis, Data Analysis, Java, Agile Methodologies, C#, SDLC, Project Management, Perl, PL/SQL, C, Scrum, TFS, Visual Studio, SharePoint, Software Development, Test Automation, VSTO, HTML, Programming, Software Engineering, PHP, Web Services
Education
New York University - Polytechnic School of Engineering 2008 — 2010
Masters, Computer Science
Visvesvaraya National Institute of Technology 2003 — 2007
B.Tech, Electrical
Lancer's Convent
Certent, Inc. November 2012 - Present
Charles Schwab August 2011 - November 2012
Hewlett-Packard January 2011 - August 2011
Self Employed. September 2010 - December 2010
The Community Learning Center August 2010 - December 2010
New York University August 2008 - December 2009
Tata Consultancy Services June 2007 - August 2008
Skills
.NET, Youth Leadership, Technical Documentation, Performance Tuning, Business Analysis, Communication, IBM Mainframe, COBOL, C++, NetBeans, Machine Learning, Systems Analysis, Data Analysis, Java, Agile Methodologies, C#, SDLC, Project Management, Perl, PL/SQL, C, Scrum, TFS, Visual Studio, SharePoint, Software Development, Test Automation, VSTO, HTML, Programming, Software Engineering, PHP, Web Services
Education
New York University - Polytechnic School of Engineering 2008 — 2010
Masters, Computer Science
Visvesvaraya National Institute of Technology 2003 — 2007
B.Tech, Electrical
Lancer's Convent
Steven Schreck Steven Schreck's Charles Schwab Experience January 1999 - October 2013
Job Molecular Biologist in Microbiology
Industry Biotechnology
Experience
North Carolina State University August 2009 - November 2013
Charles Schwab January 1999 - October 2013
Performance Technologies Inc September 1996 - January 2001
Skills
Molecular Biology, Gene Expression, Protein Expression, Protein Purification, HPLC, Microbiology, Bioinformatics, Biotechnology, Laboratory, PCR, Lifesciences, Genetics, Genomics, Quality Assurance, Science, Biochemistry, Data Analysis, Research
Education
North Carolina State University 2009 — 2013
Master of Science (MS), Microbiology, General, 4.0
North Carolina State University 1999 — 2000
Computer Programming Certificate, Computer Science, 3.7
University of Florida 1988 — 1993
Bachelor's degree, Microbiology, General
North Carolina State University August 2009 - November 2013
Charles Schwab January 1999 - October 2013
Performance Technologies Inc September 1996 - January 2001
Skills
Molecular Biology, Gene Expression, Protein Expression, Protein Purification, HPLC, Microbiology, Bioinformatics, Biotechnology, Laboratory, PCR, Lifesciences, Genetics, Genomics, Quality Assurance, Science, Biochemistry, Data Analysis, Research
Education
North Carolina State University 2009 — 2013
Master of Science (MS), Microbiology, General, 4.0
North Carolina State University 1999 — 2000
Computer Programming Certificate, Computer Science, 3.7
University of Florida 1988 — 1993
Bachelor's degree, Microbiology, General
Dale Stokes Dale Stokes's Charles Schwab Experience February 2003 - January 2015
Job Regional Supervision Analyst at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
Charles Schwab February 2003 - January 2015
Andover Capital February 2002 - September 2002
Spear Leeds & Kellogg/Goldman Sachs November 2000 - February 2002
Fleet Trading March 1999 - November 2000
Skills
Series 7, 9, 10, 55 and...
Education
New York University 1994 — 1996
CFP
University of New Orleans 1983 — 1988
BS, Business Administration and Management, General
AIG March 2015 - Present
Charles Schwab February 2003 - January 2015
Andover Capital February 2002 - September 2002
Spear Leeds & Kellogg/Goldman Sachs November 2000 - February 2002
Fleet Trading March 1999 - November 2000
Skills
Series 7, 9, 10, 55 and...
Education
New York University 1994 — 1996
CFP
University of New Orleans 1983 — 1988
BS, Business Administration and Management, General
Chris Tjon Chris Tjon's Charles Schwab Experience March 2011 - July 2013
Job Director of Global Cyber Security Operations at PayPal
Industry Information Technology and Services
Experience
PayPal August 2014 - Present
PayPal July 2013 - July 2014
Charles Schwab March 2011 - July 2013
Charles Schwab August 2009 - February 2011
MSI Systems Integrators August 2005 - August 2009
Charles Schwab May 2000 - August 2005
West Interactive 1994 - 2000
ConAgra Foods 1998 - 1999
Professional Data Processing Inc. June 1991 - December 1993
CBI Computer Services November 1988 - March 1991
Skills
Security, IT Strategy, SDLC, Red Hat Linux, Agile Methodologies, Program Management, Integration, Unix, Disaster Recovery, Enterprise Software, Software Development, System Architecture, Vendor Management, Business Continuity, Project Management, DNS, Requirements Analysis, SaaS, IT Management, Unix Shell Scripting, Data Center, PMP, Cluster, Cisco Technologies, Process Improvement, Linux, Web Services, Business Analysis, Network Security, Architectures, Visio, Solaris, SAN, Software Project..., Storage, Architecture, Shell Scripting
Education
University of Nebraska at Omaha 1996 — 2000
Post Graduate Computer Science, 3.75
North Dakota State University 1986 — 1994
Bachelor’s Degree, Computer Science
PayPal August 2014 - Present
PayPal July 2013 - July 2014
Charles Schwab March 2011 - July 2013
Charles Schwab August 2009 - February 2011
MSI Systems Integrators August 2005 - August 2009
Charles Schwab May 2000 - August 2005
West Interactive 1994 - 2000
ConAgra Foods 1998 - 1999
Professional Data Processing Inc. June 1991 - December 1993
CBI Computer Services November 1988 - March 1991
Skills
Security, IT Strategy, SDLC, Red Hat Linux, Agile Methodologies, Program Management, Integration, Unix, Disaster Recovery, Enterprise Software, Software Development, System Architecture, Vendor Management, Business Continuity, Project Management, DNS, Requirements Analysis, SaaS, IT Management, Unix Shell Scripting, Data Center, PMP, Cluster, Cisco Technologies, Process Improvement, Linux, Web Services, Business Analysis, Network Security, Architectures, Visio, Solaris, SAN, Software Project..., Storage, Architecture, Shell Scripting
Education
University of Nebraska at Omaha 1996 — 2000
Post Graduate Computer Science, 3.75
North Dakota State University 1986 — 1994
Bachelor’s Degree, Computer Science
Jason Baxter Jason Baxter's Charles Schwab Experience September 2009 - January 2011
Job User Experience, Interaction, & Visual Design
Industry Design
Experience
Intuit - Small Business Group August 2013 - Present
Jason Baxter January 2014 - Present
Intuit - Intuit Health Group January 2011 - August 2013
Charles Schwab September 2009 - January 2011
IBM January 2007 - September 2009
IBM April 2004 - January 2007
Skills
User Experience, Interaction Design, Visual Design, Mobile Design, Web Typography, Wireframes, Sketching, Icon Design, Agile Methodologies, Front-end Prototyping, HTML, CSS, jQuery, JavaScript, User Research, User Interface Design
Education
North Carolina State University
Master of Graphic Design (MGD), Graphic Design
North Carolina State University
BA, Communication
North Carolina State University
BA, Multidisciplinary Studies
Intuit - Small Business Group August 2013 - Present
Jason Baxter January 2014 - Present
Intuit - Intuit Health Group January 2011 - August 2013
Charles Schwab September 2009 - January 2011
IBM January 2007 - September 2009
IBM April 2004 - January 2007
Skills
User Experience, Interaction Design, Visual Design, Mobile Design, Web Typography, Wireframes, Sketching, Icon Design, Agile Methodologies, Front-end Prototyping, HTML, CSS, jQuery, JavaScript, User Research, User Interface Design
Education
North Carolina State University
Master of Graphic Design (MGD), Graphic Design
North Carolina State University
BA, Communication
North Carolina State University
BA, Multidisciplinary Studies
Adam Sedivy Adam Sedivy's Charles Schwab Experience August 2015 - Present
Job Brokerage Service Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Scopia Capital Management LLC May 2014 - July 2014
Harris Teeter June 2012 - August 2013
North Carolina Youth Soccer Association July 2009 - December 2012
Skills
Organization, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Customer Service, English, Windows, Research, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
North Carolina State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Fuquay-Varina High School 2007 — 2011
Charles Schwab August 2015 - Present
Scopia Capital Management LLC May 2014 - July 2014
Harris Teeter June 2012 - August 2013
North Carolina Youth Soccer Association July 2009 - December 2012
Skills
Organization, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Customer Service, English, Windows, Research, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
North Carolina State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Fuquay-Varina High School 2007 — 2011
Kyle Siminitz's Charles Schwab Experience July 2015 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
Charles Schwab July 2015 - Present
Accenture February 2014 - July 2015
ABB January 2011 - April 2013
ABB March 2010 - December 2010
GE May 2008 - August 2008
NCEMC May 2007 - August 2007
Skills
Engineering, Automation, Java Enterprise Edition, JavaScript, Spring, Hibernate, Maven, Web Development, SQL, Electrical Engineering, Microsoft Office, Testing, Manufacturing, Electronics
Education
North Carolina State University 2005 — 2009
BS EE, Electrical Engineering
Charles Schwab July 2015 - Present
Accenture February 2014 - July 2015
ABB January 2011 - April 2013
ABB March 2010 - December 2010
GE May 2008 - August 2008
NCEMC May 2007 - August 2007
Skills
Engineering, Automation, Java Enterprise Edition, JavaScript, Spring, Hibernate, Maven, Web Development, SQL, Electrical Engineering, Microsoft Office, Testing, Manufacturing, Electronics
Education
North Carolina State University 2005 — 2009
BS EE, Electrical Engineering
Ted Schoenfeld Ted Schoenfeld's Charles Schwab Experience December 2013 - January 2015
Job Business Analyst at Anthem
Industry Information Technology and Services
Experience
Anthem January 2015 - Present
Charles Schwab December 2013 - January 2015
Staples September 2008 - April 2013
United Airlines July 2007 - September 2008
Sandia Resort & Casino August 2005 - July 2007
Sky City & Santa Ana Star Casino December 2001 - September 2004
MCI January 1998 - December 2001
Skills
Analysis, Business Analysis, Marketing Strategy, Technical Writing, Process Improvement, Project Management, Customer Service, Budget, Strategic Planning, Microsoft Office, Budgets, Contract Negotiation, Leadership, Training, Troubleshooting, Management, Team Building, Marketing, Vendor Management, Sales, Cross-functional Team..., Program Management, Team Leadership, Human Resources, Networking, CRM, Business Process..., Customer Satisfaction, Integration, Call Centers, Change Management, Telecommunications, Salesforce.com, Strategy, Operations Management, Account Management
Education
University of Phoenix 2003 — 2004
MBA, Technology Management
New Mexico Institute of Mining and Technology 1993 — 1996
BS, Technical Communication
Anthem January 2015 - Present
Charles Schwab December 2013 - January 2015
Staples September 2008 - April 2013
United Airlines July 2007 - September 2008
Sandia Resort & Casino August 2005 - July 2007
Sky City & Santa Ana Star Casino December 2001 - September 2004
MCI January 1998 - December 2001
Skills
Analysis, Business Analysis, Marketing Strategy, Technical Writing, Process Improvement, Project Management, Customer Service, Budget, Strategic Planning, Microsoft Office, Budgets, Contract Negotiation, Leadership, Training, Troubleshooting, Management, Team Building, Marketing, Vendor Management, Sales, Cross-functional Team..., Program Management, Team Leadership, Human Resources, Networking, CRM, Business Process..., Customer Satisfaction, Integration, Call Centers, Change Management, Telecommunications, Salesforce.com, Strategy, Operations Management, Account Management
Education
University of Phoenix 2003 — 2004
MBA, Technology Management
New Mexico Institute of Mining and Technology 1993 — 1996
BS, Technical Communication
Eric Kenney Eric Kenney's Charles Schwab Experience 2006 - 2010
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
Charles Schwab 2006 - 2010
Charles Schwab 2004 - 2006
Charles Schwab 2000 - 2004
Skills
Investments, Portfolio Management, Management, Mutual Funds, Finance, Equities, Fixed Income, Sales, Trading, Customer Service, Options, Cash Management, Coaching, Wellness, Lifestyle, Wellness Coaching, Holistic Health, Nutrition, Fitness
Education
New Mexico State University 1994 — 1999
Bachelor Degree of Business Administration, Major: International Business and Minor: Spanish
Scottrade May 2014 - Present
Charles Schwab 2006 - 2010
Charles Schwab 2004 - 2006
Charles Schwab 2000 - 2004
Skills
Investments, Portfolio Management, Management, Mutual Funds, Finance, Equities, Fixed Income, Sales, Trading, Customer Service, Options, Cash Management, Coaching, Wellness, Lifestyle, Wellness Coaching, Holistic Health, Nutrition, Fitness
Education
New Mexico State University 1994 — 1999
Bachelor Degree of Business Administration, Major: International Business and Minor: Spanish
Garner Montierde Garner Montierde's Charles Schwab Experience March 1999 - December 2000
Job EPIC Credentialed Trainer in Resolute Hospital Billing, Single Billing Office (SBO), Research Billing and Optime
Industry Hospital & Health Care
Experience
Optimum Healthcare IT at Montefiore Medical Center December 2014 - Present
Educational Testing Service (ETS) April 2001 - December 2014
Reading Health System January 2013 - February 2013
NYU Langone Medical Center July 2012 - December 2012
AXA Advisors July 2004 - October 2007
The MONY Group January 2001 - July 2004
Charles Schwab March 1999 - December 2000
Skills
Training, Epic Systems, Epic v. 2014, Epic Resolute Hospital..., Epic Single Billing..., Epic Research Billing, Epic Optime, Epic v. 2012, EMR, Healthcare Information..., Employee Training, Leadership, Public Speaking, Hospitals, Access, Management, SharePoint, Software Documentation, Process Improvement, EHR, Instructional Design, Data Analysis, PeopleSoft, Healthcare, Customer Service, HIPAA, Outlook, Instructor-led Training, Software Implementation, Hands-on Training, Captivate, Visio, Analysis, Consulting, Cerner, Finance, Change Management, Informatics, Epic MST Build
Education
University of Scranton 1993 — 1998
Bachelor of Science (B.S.), International Studies
The New School
Non-credit, Architectural History
New York University
Non-credit, Global Affairs
Xavier High School 1989 — 1993
Optimum Healthcare IT at Montefiore Medical Center December 2014 - Present
Educational Testing Service (ETS) April 2001 - December 2014
Reading Health System January 2013 - February 2013
NYU Langone Medical Center July 2012 - December 2012
AXA Advisors July 2004 - October 2007
The MONY Group January 2001 - July 2004
Charles Schwab March 1999 - December 2000
Skills
Training, Epic Systems, Epic v. 2014, Epic Resolute Hospital..., Epic Single Billing..., Epic Research Billing, Epic Optime, Epic v. 2012, EMR, Healthcare Information..., Employee Training, Leadership, Public Speaking, Hospitals, Access, Management, SharePoint, Software Documentation, Process Improvement, EHR, Instructional Design, Data Analysis, PeopleSoft, Healthcare, Customer Service, HIPAA, Outlook, Instructor-led Training, Software Implementation, Hands-on Training, Captivate, Visio, Analysis, Consulting, Cerner, Finance, Change Management, Informatics, Epic MST Build
Education
University of Scranton 1993 — 1998
Bachelor of Science (B.S.), International Studies
The New School
Non-credit, Architectural History
New York University
Non-credit, Global Affairs
Xavier High School 1989 — 1993
Matthew Gerstmayr's Charles Schwab Experience 1993 - 2003
Job Assistant Manager at EMPOWER Retirement
Industry Financial Services
Experience
Keller Williams Realty, Inc. 2013 - 2014
TIAA-CREF 2010 - 2013
TIAA-CREF 2009 - 2010
Fidelity Investments 2006 - 2008
Citibank 2005 - 2006
Associated Business Equipment 2004 - 2005
TD Waterhouse 2003 - 2004
Charles Schwab 1993 - 2003
Skills
Investments, Leadership, Series 7, Mutual Funds, Management, Series 63, Investment Advisory, Wealth Management, Strategic Planning, Banking, Sales Management, Sales, Asset Management, Retirement Planning, Asset Allocation, Financial Services, Securities, FINRA, Estate Planning, Portfolio Management, Investment Strategies, Uniform Combined State..., Alternative Investments, Risk Management, Finance, Financial Planning, Equities, Relationship Management
Education
North Park University 1984 — 1989
BA, Finance/Business Administration
Saint Patrick High School 1978 — 1982
Keller Williams Realty, Inc. 2013 - 2014
TIAA-CREF 2010 - 2013
TIAA-CREF 2009 - 2010
Fidelity Investments 2006 - 2008
Citibank 2005 - 2006
Associated Business Equipment 2004 - 2005
TD Waterhouse 2003 - 2004
Charles Schwab 1993 - 2003
Skills
Investments, Leadership, Series 7, Mutual Funds, Management, Series 63, Investment Advisory, Wealth Management, Strategic Planning, Banking, Sales Management, Sales, Asset Management, Retirement Planning, Asset Allocation, Financial Services, Securities, FINRA, Estate Planning, Portfolio Management, Investment Strategies, Uniform Combined State..., Alternative Investments, Risk Management, Finance, Financial Planning, Equities, Relationship Management
Education
North Park University 1984 — 1989
BA, Finance/Business Administration
Saint Patrick High School 1978 — 1982
Kaitlyn Downing Kaitlyn Downing's Charles Schwab Experience March 2015 - Present
Job Senior Manager, Communications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
OppenheimerFunds January 2014 - February 2015
OppenheimerFunds January 2012 - January 2014
OppenheimerFunds October 2009 - January 2012
Emanate PR June 2008 - May 2009
Full Picture January 2008 - May 2008
Skills
Media Relations, Corporate Communications, Public Relations, Strategic Communications, Crisis Communications, Press Releases, Internal Communications, Publicity, Blogging, Leadership, Strategy
Education
New York University 2006 — 2009
Bachelor of Science (B.S.), Media, Culture and Communication Studies
Charles Schwab March 2015 - Present
OppenheimerFunds January 2014 - February 2015
OppenheimerFunds January 2012 - January 2014
OppenheimerFunds October 2009 - January 2012
Emanate PR June 2008 - May 2009
Full Picture January 2008 - May 2008
Skills
Media Relations, Corporate Communications, Public Relations, Strategic Communications, Crisis Communications, Press Releases, Internal Communications, Publicity, Blogging, Leadership, Strategy
Education
New York University 2006 — 2009
Bachelor of Science (B.S.), Media, Culture and Communication Studies
John Peter Walsh, CFA John Peter Walsh, CFA's Charles Schwab Experience 2008 - March 2011
Job Master of Laws (LL.M.) Candidate UC Berkeley, Boalt School of Law
Industry Financial Services
Experience
Master of Laws (LL.M.) Candidate - UC Berkeley, Boalt School of Law August 2014 - Present
Baker Street Advisors February 2011 - August 2014
Charles Schwab 2008 - March 2011
Ernst & Young 2005 - 2006
Education
University of California, Berkeley 2014 — 2015
Master of Laws (LL.M.) and Certification in Business Law, Boalt School of Law
National University of Ireland, Galway 2001 — 2005
J.D., Law
National University of Ireland, Galway
B.A., Law & Economics
Master of Laws (LL.M.) Candidate - UC Berkeley, Boalt School of Law August 2014 - Present
Baker Street Advisors February 2011 - August 2014
Charles Schwab 2008 - March 2011
Ernst & Young 2005 - 2006
Education
University of California, Berkeley 2014 — 2015
Master of Laws (LL.M.) and Certification in Business Law, Boalt School of Law
National University of Ireland, Galway 2001 — 2005
J.D., Law
National University of Ireland, Galway
B.A., Law & Economics
Jackie Mitchell Edwards Jackie Mitchell Edwards's Charles Schwab Experience August 2012 - Present
Job Independent Branch Leader and Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
The Paso del Norte Group July 2010 - December 2011
Merrill Lynch January 2006 - July 2010
Waddell & Reed March 2003 - December 2005
JME Studios (now JME Art Studio) 2000 - 2005
Dow Jones & Company 1992 - 1998
Siemens Corporation 1988 - 1991
Debevoise & Plimpton law firm 1983 - 1988
U.S. House of Representatives 1979 - 1980
The Brookings Institution January 1979 - August 1979
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Series 24, Insurance, Investments, Certified Investment..., Strategic Financial..., Series 65, Financial Planning, Chartered Retirement..., Series 9/10, Public Speaking, Strategic Planning
Education
New York University School of Law 1980 — 1983
JD, Law
Princeton University 1974 — 1978
BA, Woodrow Wilson School of Public and International Affairs
Charles Schwab August 2012 - Present
The Paso del Norte Group July 2010 - December 2011
Merrill Lynch January 2006 - July 2010
Waddell & Reed March 2003 - December 2005
JME Studios (now JME Art Studio) 2000 - 2005
Dow Jones & Company 1992 - 1998
Siemens Corporation 1988 - 1991
Debevoise & Plimpton law firm 1983 - 1988
U.S. House of Representatives 1979 - 1980
The Brookings Institution January 1979 - August 1979
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Series 24, Insurance, Investments, Certified Investment..., Strategic Financial..., Series 65, Financial Planning, Chartered Retirement..., Series 9/10, Public Speaking, Strategic Planning
Education
New York University School of Law 1980 — 1983
JD, Law
Princeton University 1974 — 1978
BA, Woodrow Wilson School of Public and International Affairs
Jeffrey M. Law CFP®'s Charles Schwab Experience December 2014 - Present
Job Senior Manager Business Development
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Fidelity Investments December 2012 - July 2014
Fidelity Investments March 2010 - December 2012
Fidelity Investments June 2007 - March 2010
Liberty Mutual Insurance December 2004 - June 2007
Skills
Series 7, Retirement Planning, Life Insurance, Relationship Management, Series 9, Series 10, Series 66, Consultative Sales..., Financial Services, Fixed Annuities, Variable Annuities
Education
Southern New Hampshire University 2012 — 2016
Master's degree, Finance and Financial Management Services, 3.8
Southern New Hampshire University 2002 — 2005
Bachelor's degree, Business Administration and Management, General, 3.8
New Hampshire Technical Institute 1998 — 2000
Associate's degree, Criminal Justice/Police Science, 3.6
Charles Schwab December 2014 - Present
Fidelity Investments December 2012 - July 2014
Fidelity Investments March 2010 - December 2012
Fidelity Investments June 2007 - March 2010
Liberty Mutual Insurance December 2004 - June 2007
Skills
Series 7, Retirement Planning, Life Insurance, Relationship Management, Series 9, Series 10, Series 66, Consultative Sales..., Financial Services, Fixed Annuities, Variable Annuities
Education
Southern New Hampshire University 2012 — 2016
Master's degree, Finance and Financial Management Services, 3.8
Southern New Hampshire University 2002 — 2005
Bachelor's degree, Business Administration and Management, General, 3.8
New Hampshire Technical Institute 1998 — 2000
Associate's degree, Criminal Justice/Police Science, 3.6
Paskal Zhelezov's Charles Schwab Experience July 2015 - Present
Job Financial Consultant Academy Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Sushi Iwa Asian Cuisine November 2012 - June 2015
Charles Schwab June 2014 - August 2014
TJX March 2008 - October 2012
Skills
Retail, Restaurants, Customer Service, Management, Sales, Teamwork, Access, Microsoft Office, Microsoft Excel, Selling, Spanish, Research, Time Management, Cashiering, Customer Satisfaction
Education
North Carolina State University 2013 — 2015
Bachelor of Science in Economics, Business/Economics/Accounting/Management
Wake Technical Community College 2011 — 2013
General Education
Apex High School 2007 — 2011
Charles Schwab July 2015 - Present
Sushi Iwa Asian Cuisine November 2012 - June 2015
Charles Schwab June 2014 - August 2014
TJX March 2008 - October 2012
Skills
Retail, Restaurants, Customer Service, Management, Sales, Teamwork, Access, Microsoft Office, Microsoft Excel, Selling, Spanish, Research, Time Management, Cashiering, Customer Satisfaction
Education
North Carolina State University 2013 — 2015
Bachelor of Science in Economics, Business/Economics/Accounting/Management
Wake Technical Community College 2011 — 2013
General Education
Apex High School 2007 — 2011
Peter Galligan Peter Galligan's Charles Schwab Experience March 2014 - Present
Job Shareholder Report Production Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2014 - Present
ALPS Fund Services, Inc. May 2013 - February 2014
Janus Capital Group February 2008 - May 2013
Janus Capital Group August 2006 - February 2008
Janus Capital Group January 2006 - August 2006
Skills
Corporate Governance, Securities, Securities Regulation, Corporate Law, Due Diligence, Mergers & Acquisitions, Mutual Funds, Private Equity, Legal Writing, Legal Advice, Investments, Legal Compliance, Legal Research, Asset Management, Intellectual Property, Hedge Funds, Litigation, Employment Law, Capital Markets, Equities
Education
Western New Mexico University 2015 — 2017
Master’s Degree, Writing & Business Administration
National University 2013 — 2014
Bachelor's Degree, English, Magna Cum Laude
Charles Schwab March 2014 - Present
ALPS Fund Services, Inc. May 2013 - February 2014
Janus Capital Group February 2008 - May 2013
Janus Capital Group August 2006 - February 2008
Janus Capital Group January 2006 - August 2006
Skills
Corporate Governance, Securities, Securities Regulation, Corporate Law, Due Diligence, Mergers & Acquisitions, Mutual Funds, Private Equity, Legal Writing, Legal Advice, Investments, Legal Compliance, Legal Research, Asset Management, Intellectual Property, Hedge Funds, Litigation, Employment Law, Capital Markets, Equities
Education
Western New Mexico University 2015 — 2017
Master’s Degree, Writing & Business Administration
National University 2013 — 2014
Bachelor's Degree, English, Magna Cum Laude
Randy Uy Randy Uy's Charles Schwab Experience 2000 - 2001
Job IVR Senior Analyst Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless December 2011 - Present
Bank of America June 2004 - December 2011
Halo Consulting May 1999 - May 2004
Charles Schwab 2000 - 2001
First Data Voice Services 1999 - 2000
American Express 1998 - 1999
Nortel - Periphonics 1997 - 1998
Periphonics 1994 - 1998
Periphonics Corporation / Nortel Networks 1994 - 1998
Skills
IVR, CTI, Avaya, Call Centers, Telephony, VoIP, Telecommunications, Integration, Vendor Management, Solution Architecture, TCP/IP, Cloud Computing, SDLC
Education
New York Institute of Technology-Old Westbury 1984 — 1990
MS, Computer Science
Verizon Wireless December 2011 - Present
Bank of America June 2004 - December 2011
Halo Consulting May 1999 - May 2004
Charles Schwab 2000 - 2001
First Data Voice Services 1999 - 2000
American Express 1998 - 1999
Nortel - Periphonics 1997 - 1998
Periphonics 1994 - 1998
Periphonics Corporation / Nortel Networks 1994 - 1998
Skills
IVR, CTI, Avaya, Call Centers, Telephony, VoIP, Telecommunications, Integration, Vendor Management, Solution Architecture, TCP/IP, Cloud Computing, SDLC
Education
New York Institute of Technology-Old Westbury 1984 — 1990
MS, Computer Science
maria liza gonzales-adajar maria liza gonzales-adajar's Charles Schwab Experience June 2008 - June 2012
Job Risk and control
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Charles Schwab June 2008 - June 2012
E*TRADE Financial June 2007 - June 2008
E*Trade Financial June 2006 - June 2007
AllianceBernstein April 2000 - June 2005
Skills
Financial Risk, Settlement, Internal Controls, Middle Office, Equities, Fixed Income, Securities, Bloomberg, Portfolio Management, Capital Markets, Mutual Funds, Hedge Funds, Risk Management, Trading
Education
New Jersey City University 1996 — 2000
Bachelor Science, Finance
Morgan Stanley November 2012 - Present
Charles Schwab June 2008 - June 2012
E*TRADE Financial June 2007 - June 2008
E*Trade Financial June 2006 - June 2007
AllianceBernstein April 2000 - June 2005
Skills
Financial Risk, Settlement, Internal Controls, Middle Office, Equities, Fixed Income, Securities, Bloomberg, Portfolio Management, Capital Markets, Mutual Funds, Hedge Funds, Risk Management, Trading
Education
New Jersey City University 1996 — 2000
Bachelor Science, Finance
Rob Walton, MBA's Charles Schwab Experience 2000 - 2001
Job REALTOR®/Broker at Berkshire Hathaway HomeServices York Simpson Underwood Realty
Industry Real Estate
Experience
Walton Investments, Inc. February 2013 - Present
Berkshire Hathaway HomeServices Carolinas Realty January 2013 - Present
Raleigh Cary Realty 2012 - 2013
Prudential York Simpson Underwood Realty 2010 - 2012
TTI, Inc. 2009 - 2010
TTI, Inc. 2005 - 2009
TTI, Inc. 2004 - 2005
Brinker International 2003 - 2004
Darden Restaurants 2000 - 2003
Charles Schwab 2000 - 2001
Skills
Strategic Marketing, Real Estate Investment, Contract Negotiation, Negotiation, Financial Analysis, Buyer Representation, Real Estate, Customer Service, Seller Representation, Real Estate Sales, Marketing Strategy, Sales, Sales Management, Investment Properties, Purchasing, Account Management, Investments, Residential Homes, Short Sales, Relocation, First Time Home Buyers, Foreclosures, Real Estate Transactions, Investors, Buyers, Listings, REO, Referrals, Move Up Buyers, Real Property, Townhomes, Market Analysis, Condos, Single Family Homes, Marketing, Finance, Real Estate Development, Relocation Buyers, Online Marketing, New Business Development, Market Research, Selling, Sellers, Entrepreneurship, Sales Process, Strategy, Property, Pricing, Budgets, New Homes
Education
North Carolina State University - College of Management 2008 — 2010
MBA, Financial Management
The University of Texas at Austin 1997 — 1999
BA, Economics
Fort Worth Southwest High School 1991 — 1995
Walton Investments, Inc. February 2013 - Present
Berkshire Hathaway HomeServices Carolinas Realty January 2013 - Present
Raleigh Cary Realty 2012 - 2013
Prudential York Simpson Underwood Realty 2010 - 2012
TTI, Inc. 2009 - 2010
TTI, Inc. 2005 - 2009
TTI, Inc. 2004 - 2005
Brinker International 2003 - 2004
Darden Restaurants 2000 - 2003
Charles Schwab 2000 - 2001
Skills
Strategic Marketing, Real Estate Investment, Contract Negotiation, Negotiation, Financial Analysis, Buyer Representation, Real Estate, Customer Service, Seller Representation, Real Estate Sales, Marketing Strategy, Sales, Sales Management, Investment Properties, Purchasing, Account Management, Investments, Residential Homes, Short Sales, Relocation, First Time Home Buyers, Foreclosures, Real Estate Transactions, Investors, Buyers, Listings, REO, Referrals, Move Up Buyers, Real Property, Townhomes, Market Analysis, Condos, Single Family Homes, Marketing, Finance, Real Estate Development, Relocation Buyers, Online Marketing, New Business Development, Market Research, Selling, Sellers, Entrepreneurship, Sales Process, Strategy, Property, Pricing, Budgets, New Homes
Education
North Carolina State University - College of Management 2008 — 2010
MBA, Financial Management
The University of Texas at Austin 1997 — 1999
BA, Economics
Fort Worth Southwest High School 1991 — 1995
Rodney Beach Rodney Beach's Charles Schwab Experience November 2010 - October 2013
Job Proven Effective Manager
Industry Management Consulting
Experience
Charles Schwab November 2010 - October 2013
Beazer Homes June 2005 - January 2009
Lennar May 1997 - June 2005
Greystone Homes 1997 - 2005
Shea Homes June 1996 - May 1997
Garage Door Specialties/ General Contractor December 1992 - May 1996
Wal-Mart March 1990 - November 1992
Skills
Leadership, Cross-functional Team..., Management, Customer Satisfaction, Forecasting, Recruiting, Customer Service, Training, Contract Negotiation, Purchasing, Process Improvement, Team Building, Strategic Planning, Budgets, Real Estate, Contract Management, Negotiation, Sales, Residential Homes, Financial Analysis, Selling, Time Management, Insurance
Education
University of Phoenix 1999 — 2001
Masters of Arts, Business Management
National University
Bachelor Science, Business Administration
Charles Schwab November 2010 - October 2013
Beazer Homes June 2005 - January 2009
Lennar May 1997 - June 2005
Greystone Homes 1997 - 2005
Shea Homes June 1996 - May 1997
Garage Door Specialties/ General Contractor December 1992 - May 1996
Wal-Mart March 1990 - November 1992
Skills
Leadership, Cross-functional Team..., Management, Customer Satisfaction, Forecasting, Recruiting, Customer Service, Training, Contract Negotiation, Purchasing, Process Improvement, Team Building, Strategic Planning, Budgets, Real Estate, Contract Management, Negotiation, Sales, Residential Homes, Financial Analysis, Selling, Time Management, Insurance
Education
University of Phoenix 1999 — 2001
Masters of Arts, Business Management
National University
Bachelor Science, Business Administration
Jim Devon Jim Devon's Charles Schwab Experience 1998 - 2000
Job SENIOR SYSTEMS ENGINEER: Coordinating Resources to Achieve Superior Productivity and Work Output
Industry Information Technology and Services
Experience
Pierce Atwood 2007 - 2014
Abbott Buisness Networks, LLC 2006 - 2007
Holland & Hart LLP 2000 - 2006
Charles Schwab 1998 - 2000
Skills
IT Management, Information Technology..., Project Management, Strategic Planning, IT Strategy, Expense Budget..., Needs Analysis, Technology Needs..., Department Budgeting, Department Budget..., Systems Engineering, Information Technology, Troubleshooting, VMware, Servers, Windows Server, Cisco Technologies, SAN, HP, Firewalls, Blackberry, Dell Computers, Networking, Switches, Enterprise Architecture, Hardware, Software Installation, Windows Server 2008, Blackberry Enterprise..., Computer Hardware, DNS, Data Center, Dell PowerEdge Servers, Storage Area Networks, Storage Management
Education
New England College
Communications
Pierce Atwood 2007 - 2014
Abbott Buisness Networks, LLC 2006 - 2007
Holland & Hart LLP 2000 - 2006
Charles Schwab 1998 - 2000
Skills
IT Management, Information Technology..., Project Management, Strategic Planning, IT Strategy, Expense Budget..., Needs Analysis, Technology Needs..., Department Budgeting, Department Budget..., Systems Engineering, Information Technology, Troubleshooting, VMware, Servers, Windows Server, Cisco Technologies, SAN, HP, Firewalls, Blackberry, Dell Computers, Networking, Switches, Enterprise Architecture, Hardware, Software Installation, Windows Server 2008, Blackberry Enterprise..., Computer Hardware, DNS, Data Center, Dell PowerEdge Servers, Storage Area Networks, Storage Management
Education
New England College
Communications
Adam Loew Adam Loew's Charles Schwab Experience July 2000 - November 2002
Job Asset Management/Marketing at J. Loew & Associates
Industry Real Estate
Experience
J. Loew & Associates August 2011 - Present
Prologis June 2005 - August 2011
Charles Schwab July 2000 - November 2002
Skills
Real Estate, Real Estate Economics, Asset Managment, Investments, Real Estate Development, Real Estate Transactions, Financial Analysis, Disposition, Due Diligence, Leases, Investment Properties, Valuation, Portfolio Management, Financial Modeling, Commercial Real Estate, Strategic Financial..., Corporate Finance, Investment Management, Property Management, Forecasting
Education
The University of Texas at Austin 2003 — 2005
Master of Business Administration (MBA), Real Estate Finance
North Carolina State University 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
J. Loew & Associates August 2011 - Present
Prologis June 2005 - August 2011
Charles Schwab July 2000 - November 2002
Skills
Real Estate, Real Estate Economics, Asset Managment, Investments, Real Estate Development, Real Estate Transactions, Financial Analysis, Disposition, Due Diligence, Leases, Investment Properties, Valuation, Portfolio Management, Financial Modeling, Commercial Real Estate, Strategic Financial..., Corporate Finance, Investment Management, Property Management, Forecasting
Education
The University of Texas at Austin 2003 — 2005
Master of Business Administration (MBA), Real Estate Finance
North Carolina State University 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
James Gallo's Charles Schwab Experience March 2013 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab September 2012 - March 2013
Merrill Lynch a wholly owned subsidiary of Bank of America January 2011 - August 2012
Rhino Trading Partners March 2009 - September 2010
Alliance Bernstein December 2002 - March 2009
Spear Leeds and Kellogg June 1995 - July 2002
Troster Singer Corp. 1995 - 2000
Sherwood securities 1994 - 1995
Skills
Risk Management, Investment Strategies, Electronic Trading, Equity Trading, Financial Services, Wealth Management, Mutual Funds, Alternative Investments, Bonds, Portfolio Management, Financial Modeling, Equities, Finance, Investment Advisory, Fixed Income, Retirement Planning, Equity Research, Asset Allocation, Financial Analysis, Options, FINRA, Strategic Financial..., Asset Management, ETFs, Valuation, Investments, Derivatives, Capital Markets, Hedge Funds, Securities, Wealth Management..., Trading Systems, Uniform Combined State..., Trading, Private Equity, Investment Management, Financial Markets, Bloomberg, Investment Banking, Series 63, Series 7, Bloomberg Terminal, Equity Derivatives, Prime Brokerage, Series 24, Series 65
Education
New Jersey City University
Charles Schwab March 2013 - Present
Charles Schwab September 2012 - March 2013
Merrill Lynch a wholly owned subsidiary of Bank of America January 2011 - August 2012
Rhino Trading Partners March 2009 - September 2010
Alliance Bernstein December 2002 - March 2009
Spear Leeds and Kellogg June 1995 - July 2002
Troster Singer Corp. 1995 - 2000
Sherwood securities 1994 - 1995
Skills
Risk Management, Investment Strategies, Electronic Trading, Equity Trading, Financial Services, Wealth Management, Mutual Funds, Alternative Investments, Bonds, Portfolio Management, Financial Modeling, Equities, Finance, Investment Advisory, Fixed Income, Retirement Planning, Equity Research, Asset Allocation, Financial Analysis, Options, FINRA, Strategic Financial..., Asset Management, ETFs, Valuation, Investments, Derivatives, Capital Markets, Hedge Funds, Securities, Wealth Management..., Trading Systems, Uniform Combined State..., Trading, Private Equity, Investment Management, Financial Markets, Bloomberg, Investment Banking, Series 63, Series 7, Bloomberg Terminal, Equity Derivatives, Prime Brokerage, Series 24, Series 65
Education
New Jersey City University
Ronald Doty PMP, SCPM, ITIL,CSM Ronald Doty PMP, SCPM, ITIL,CSM's Charles Schwab Experience January 2000 - June 2000
Job IT Project Executive
Industry Information Technology and Services
Experience
Visa May 2011 - Present
Blackhawk Network May 2010 - May 2011
Visa June 2000 - May 2010
Charles Schwab January 2000 - June 2000
State Farm Insurance March 1998 - December 1999
California ISO May 1997 - March 1998
Pacific Gas and Electric Company October 1996 - May 1997
Johnson & Johnson May 1996 - October 1996
California Department of Corrections/U.S. Dept. of Justice January 1995 - May 1996
Open Solutions May 1993 - January 1995
Skills
Agile Methodologies, Agile Project Management, Analysis, Application Lifecycle..., Architecture, Billing Systems, Budgets, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., Business Requirements, CRM, Change Management, Cisco Technologies, Cross-functional Team..., DB2, Data Center, Data Modeling, Data Warehousing, Databases, E-commerce, Enterprise Architecture, Enterprise Software, Financial Risk, Governance, IT Management, IT Strategy, ITIL, Insurance Policies, Integration, Java, Leadership, MS Project, Management, New Business Development, Offshoring, Oracle, PMO, PMP, Portfolio Management, Process Improvement, Product Development, Product Management, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SDLC
Education
National University 2010 — 2010
ITIL Certification Foundations V3
SCRUM Alliance 2010 — 2010
CSM, Certified SCRUM Master for Software Development
Stanford University 2010 — 2010
SCPM, Stanford Certified Advanced Project Management
Project Management Institute PMP 2006 — 2006
PMP, Project Management Professional
IAA 1997 — 1997
IAA, Insurance Application Architecture
University of Connecticut 1984 — 1988
BS, MIS
Visa May 2011 - Present
Blackhawk Network May 2010 - May 2011
Visa June 2000 - May 2010
Charles Schwab January 2000 - June 2000
State Farm Insurance March 1998 - December 1999
California ISO May 1997 - March 1998
Pacific Gas and Electric Company October 1996 - May 1997
Johnson & Johnson May 1996 - October 1996
California Department of Corrections/U.S. Dept. of Justice January 1995 - May 1996
Open Solutions May 1993 - January 1995
Skills
Agile Methodologies, Agile Project Management, Analysis, Application Lifecycle..., Architecture, Billing Systems, Budgets, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., Business Requirements, CRM, Change Management, Cisco Technologies, Cross-functional Team..., DB2, Data Center, Data Modeling, Data Warehousing, Databases, E-commerce, Enterprise Architecture, Enterprise Software, Financial Risk, Governance, IT Management, IT Strategy, ITIL, Insurance Policies, Integration, Java, Leadership, MS Project, Management, New Business Development, Offshoring, Oracle, PMO, PMP, Portfolio Management, Process Improvement, Product Development, Product Management, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SDLC
Education
National University 2010 — 2010
ITIL Certification Foundations V3
SCRUM Alliance 2010 — 2010
CSM, Certified SCRUM Master for Software Development
Stanford University 2010 — 2010
SCPM, Stanford Certified Advanced Project Management
Project Management Institute PMP 2006 — 2006
PMP, Project Management Professional
IAA 1997 — 1997
IAA, Insurance Application Architecture
University of Connecticut 1984 — 1988
BS, MIS
Catherine Manalang Catherine Manalang's Charles Schwab Experience May 2013 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
New York Life Insurance Company August 2011 - May 2013
New York University October 2006 - December 2007
NYC Sports Commission January 2007 - May 2007
Career Group, Inc. December 2005 - April 2006
Infinity Marketing Team June 2005 - October 2005
CITY Environmental Services, Inc. April 2004 - June 2005
University of Southern California October 2002 - May 2005
Skills
Event Planning, Social Media, Public Speaking, Event Management, Facebook, Social Networking, Microsoft Office, Sports Marketing, Microsoft Excel, PowerPoint, Marketing
Education
New York University 2006 — 2007
Master of Science, Sports Business
University of Southern California 2002 — 2005
Bachelor of Arts, English & Political Science
Charles Schwab May 2013 - Present
New York Life Insurance Company August 2011 - May 2013
New York University October 2006 - December 2007
NYC Sports Commission January 2007 - May 2007
Career Group, Inc. December 2005 - April 2006
Infinity Marketing Team June 2005 - October 2005
CITY Environmental Services, Inc. April 2004 - June 2005
University of Southern California October 2002 - May 2005
Skills
Event Planning, Social Media, Public Speaking, Event Management, Facebook, Social Networking, Microsoft Office, Sports Marketing, Microsoft Excel, PowerPoint, Marketing
Education
New York University 2006 — 2007
Master of Science, Sports Business
University of Southern California 2002 — 2005
Bachelor of Arts, English & Political Science
Sanjaykumar Satasiya Sanjaykumar Satasiya's Charles Schwab Experience June 2011 - May 2012
Job Sr. SQL Server DBA at Maricopa County Superior Court
Industry Banking
Experience
Maricopa County Superior Court September 2013 - Present
Wells Fargo May 2012 - September 2013
Charles Schwab June 2011 - May 2012
Wells Fargo January 2010 - May 2011
Verizon Business October 2009 - December 2009
Comcast Cable March 2009 - October 2009
Wells Fargo September 2007 - March 2009
The Guardian Life Insurance Company of America March 2007 - September 2007
Komoline Electronics Pvt.Ltd. February 2004 - February 2007
Skills
SSIS, Relational Databases, Data Modeling, ETL, Database Design, Microsoft SQL Server, Performance Tuning, SSRS, Business Intelligence, Data Migration, SQL Tuning, Data Warehousing, Requirements Analysis, PL/SQL
Education
North Maharashtra University 2000 — 2004
Engineering, Electronics
Maricopa County Superior Court September 2013 - Present
Wells Fargo May 2012 - September 2013
Charles Schwab June 2011 - May 2012
Wells Fargo January 2010 - May 2011
Verizon Business October 2009 - December 2009
Comcast Cable March 2009 - October 2009
Wells Fargo September 2007 - March 2009
The Guardian Life Insurance Company of America March 2007 - September 2007
Komoline Electronics Pvt.Ltd. February 2004 - February 2007
Skills
SSIS, Relational Databases, Data Modeling, ETL, Database Design, Microsoft SQL Server, Performance Tuning, SSRS, Business Intelligence, Data Migration, SQL Tuning, Data Warehousing, Requirements Analysis, PL/SQL
Education
North Maharashtra University 2000 — 2004
Engineering, Electronics
Barry Koch's Charles Schwab Experience February 2001 - March 2002
Job Senior Vice President, Chief Compliance Officer at Western Union
Industry Financial Services
Experience
Western Union May 2013 - Present
JPMorgan Chase March 2008 - April 2013
American Express Company 2002 - 2008
Charles Schwab February 2001 - March 2002
Smith Barney September 1994 - February 2001
Skills
Risk Management, OFAC, USA PATRIOT Act, Bank Secrecy Act, Banking, Sanction, FCPA, Securities, Finance, Private Investigations, Management, Program Management, Corporate Governance, Due Diligence, Fraud, KYC, Financial Services, Financial Risk, Securities Regulation, Capital Markets
Education
New York University School of Law 1978 — 1980
Juris Doctor, Law
Western Union May 2013 - Present
JPMorgan Chase March 2008 - April 2013
American Express Company 2002 - 2008
Charles Schwab February 2001 - March 2002
Smith Barney September 1994 - February 2001
Skills
Risk Management, OFAC, USA PATRIOT Act, Bank Secrecy Act, Banking, Sanction, FCPA, Securities, Finance, Private Investigations, Management, Program Management, Corporate Governance, Due Diligence, Fraud, KYC, Financial Services, Financial Risk, Securities Regulation, Capital Markets
Education
New York University School of Law 1978 — 1980
Juris Doctor, Law
Reed Penney Reed Penney's Charles Schwab Experience May 2007 - May 2009
Job Producer, Videographer, Editor
Industry Media Production
Experience
Freelance December 2005 - Present
The A List at Ashby Staffing September 2009 - September 2013
Charles Schwab May 2007 - May 2009
Jumpstart Productions LLC January 2005 - December 2005
Public Affairs Television May 2003 - December 2004
Skills
Video Production, Video, Editing, Documentaries, Broadcast, HD Video, Storytelling, Social Media, Videography, Short Films, Feature Films, Media Production, Adobe Premiere, Avid Media Composer, Final Cut Pro, Commercials, Music, Research, Magazines, Live Events, Dance, Microsoft Office, Television, Post Production, Film, Camera, Video Editing, Reality TV
Education
New York University 2000 — 2003
BFA, Film/TV
University of North Texas 1999 — 2000
Radio/TV/Film
Freelance December 2005 - Present
The A List at Ashby Staffing September 2009 - September 2013
Charles Schwab May 2007 - May 2009
Jumpstart Productions LLC January 2005 - December 2005
Public Affairs Television May 2003 - December 2004
Skills
Video Production, Video, Editing, Documentaries, Broadcast, HD Video, Storytelling, Social Media, Videography, Short Films, Feature Films, Media Production, Adobe Premiere, Avid Media Composer, Final Cut Pro, Commercials, Music, Research, Magazines, Live Events, Dance, Microsoft Office, Television, Post Production, Film, Camera, Video Editing, Reality TV
Education
New York University 2000 — 2003
BFA, Film/TV
University of North Texas 1999 — 2000
Radio/TV/Film
Jane Yuen Johnson's Charles Schwab Experience April 1999 - November 1999
Job Assistant Vice President CERT & IT Audit Controls
Industry Security and Investigations
Experience
Credit Suisse July 2012 - September 2015
Credit Suisse February 2011 - July 2012
Credit Suisse July 2006 - January 2011
Citigroup February 2002 - March 2006
Credit Suisse First Boston September 2000 - February 2002
Index Stock Imagery March 2000 - August 2000
Charles Schwab April 1999 - November 1999
BancBoston Robertson Stephens October 1998 - February 1999
Credit Suisse First Boston July 1997 - September 1998
First Boston Corporation February 1996 - June 1997
Skills
Information Security, Microsoft Exchange, Unix, Technical Support, Security, ITIL, Information Technology, Servers, Windows, Active Directory, Incident Management, Visio, IT Investigation, E-Crime Investigation, Incident Response, Digital Forensics, Email Boundary, End User Security, SharePoint, Help Desk Support, System Deployment, Computer Forensics, CISSP, Business Continuity, Disaster Recovery, IT Strategy
Education
New York University 1995 — 1997
None, General Studies
Credit Suisse July 2012 - September 2015
Credit Suisse February 2011 - July 2012
Credit Suisse July 2006 - January 2011
Citigroup February 2002 - March 2006
Credit Suisse First Boston September 2000 - February 2002
Index Stock Imagery March 2000 - August 2000
Charles Schwab April 1999 - November 1999
BancBoston Robertson Stephens October 1998 - February 1999
Credit Suisse First Boston July 1997 - September 1998
First Boston Corporation February 1996 - June 1997
Skills
Information Security, Microsoft Exchange, Unix, Technical Support, Security, ITIL, Information Technology, Servers, Windows, Active Directory, Incident Management, Visio, IT Investigation, E-Crime Investigation, Incident Response, Digital Forensics, Email Boundary, End User Security, SharePoint, Help Desk Support, System Deployment, Computer Forensics, CISSP, Business Continuity, Disaster Recovery, IT Strategy
Education
New York University 1995 — 1997
None, General Studies
Stuart McQuiddy Stuart McQuiddy's Charles Schwab Experience April 2014 - July 2014
Job Sales Recruiter at Alliance Family of Companies
Industry Information Technology and Services
Experience
Charles Schwab April 2014 - July 2014
Kinetic Concepts March 2012 - October 2013
Dell February 2010 - February 2012
nsquared March 2009 - February 2010
3M July 2007 - February 2009
Thomson Reuters February 2007 - July 2007
Skills
Global Recruiting, Corporate Recruiting, Project Management, Customer Service, Negotiation, Microsoft Excel, Change Management, Coaching, Team Building, Technical Recruiting, College Recruiting, Strategic Planning, Corporate Branding, Human Resources, Vendor Management, Temporary Placement, Product Management, Taleo, Onboarding, Supply Chain, Talent Acquisition, Sourcing, Cross-functional Team..., Leadership, Recruiting, Talent Management, Applicant Tracking..., Mergers & Acquisitions, PeopleSoft, Process Improvement, Employee Relations, Program Management, Training, Management, Consulting, Hiring, Strategy, Interviews, Analysis, Screening, Internet Recruiting, Executive Search, Contract Recruitment, Screening Resumes, Benefits Negotiation, Employer Branding
Education
New Mexico Military Institute
Charles Schwab April 2014 - July 2014
Kinetic Concepts March 2012 - October 2013
Dell February 2010 - February 2012
nsquared March 2009 - February 2010
3M July 2007 - February 2009
Thomson Reuters February 2007 - July 2007
Skills
Global Recruiting, Corporate Recruiting, Project Management, Customer Service, Negotiation, Microsoft Excel, Change Management, Coaching, Team Building, Technical Recruiting, College Recruiting, Strategic Planning, Corporate Branding, Human Resources, Vendor Management, Temporary Placement, Product Management, Taleo, Onboarding, Supply Chain, Talent Acquisition, Sourcing, Cross-functional Team..., Leadership, Recruiting, Talent Management, Applicant Tracking..., Mergers & Acquisitions, PeopleSoft, Process Improvement, Employee Relations, Program Management, Training, Management, Consulting, Hiring, Strategy, Interviews, Analysis, Screening, Internet Recruiting, Executive Search, Contract Recruitment, Screening Resumes, Benefits Negotiation, Employer Branding
Education
New Mexico Military Institute
Aaron Gallardo Aaron Gallardo's Charles Schwab Experience January 2005 - June 2008
Job Business Development at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management March 2012 - Present
BlackRock July 2008 - February 2012
Charles Schwab January 2005 - June 2008
Charles Schwab & Company, Inc January 1996 - June 2008
Charles Schwab & Company, Inc January 2004 - February 2005
Charles Schwab & January 2001 - January 2004
Charles Schwab January 1999 - January 2001
Charles Schwab January 1996 - January 1999
Skills
ETFs, Mutual Funds, Fixed Income, Equities, Direct Sales, Emerging Markets, Asset Allocation, Public Speaking, Risk Management, Sales Management, Series 7, Series 63, Series 66, Series 9, Series 10, Asset Management, Alternative Investments, Wealth Management, Investment Management
Education
CREDITIONALS Nebraska Wesleyan University 1991 — 1995
Bachelor of Science, Business Administration and
Nebraska Wesleyan University 1991 — 1995
Business Admin., Finance
RBC Wealth Management March 2012 - Present
BlackRock July 2008 - February 2012
Charles Schwab January 2005 - June 2008
Charles Schwab & Company, Inc January 1996 - June 2008
Charles Schwab & Company, Inc January 2004 - February 2005
Charles Schwab & January 2001 - January 2004
Charles Schwab January 1999 - January 2001
Charles Schwab January 1996 - January 1999
Skills
ETFs, Mutual Funds, Fixed Income, Equities, Direct Sales, Emerging Markets, Asset Allocation, Public Speaking, Risk Management, Sales Management, Series 7, Series 63, Series 66, Series 9, Series 10, Asset Management, Alternative Investments, Wealth Management, Investment Management
Education
CREDITIONALS Nebraska Wesleyan University 1991 — 1995
Bachelor of Science, Business Administration and
Nebraska Wesleyan University 1991 — 1995
Business Admin., Finance
Paul S. Lewis Paul S. Lewis's Charles Schwab Experience 2001 - 2002
Job Technical Project Manager: Business Intelligence, Data Warehousing, Enterprise and WEB Applications
Industry Information Technology and Services
Experience
Independent Consultant in BI/DW, WEB, and Enterprise Applications April 2012 - Present
Hewlett-Packard October 2007 - March 2012
Boston Public Schools December 2005 - July 2007
Triplex Direct Marketing Corporation (an InfoUSA company) May 2002 - December 2004
Charles Schwab 2001 - 2002
Wells Fargo Bank 1992 - 2001
Skills
Data Warehousing, Agile Methodologies, Business Intelligence, Databases, Integration, Project Management, Analysis, Analytics, Enterprise Software, Architecture, Data Management, Web Applications, SDLC, Business Analysis, Requirements Analysis, Architectures, IT Strategy, Enterprise Architecture, Management
Education
Stockton University
BS, Physics
NJIT
Computer Science
Independent Consultant in BI/DW, WEB, and Enterprise Applications April 2012 - Present
Hewlett-Packard October 2007 - March 2012
Boston Public Schools December 2005 - July 2007
Triplex Direct Marketing Corporation (an InfoUSA company) May 2002 - December 2004
Charles Schwab 2001 - 2002
Wells Fargo Bank 1992 - 2001
Skills
Data Warehousing, Agile Methodologies, Business Intelligence, Databases, Integration, Project Management, Analysis, Analytics, Enterprise Software, Architecture, Data Management, Web Applications, SDLC, Business Analysis, Requirements Analysis, Architectures, IT Strategy, Enterprise Architecture, Management
Education
Stockton University
BS, Physics
NJIT
Computer Science
Nicholas Meyers Nicholas Meyers's Charles Schwab Experience May 2004 - March 2010
Job Lead Software Engineer at Genentech
Industry Online Media
Experience
Genentech March 2010 - Present
SocioBit LLC January 2005 - Present
Charles Schwab May 2004 - March 2010
Invitageous June 2009 - December 2009
Echelon Corporation May 2003 - November 2003
Jump Interactive May 2002 - May 2003
MeritCare Health Systems June 2001 - May 2003
Skills
Full Stack, CSS, HTML5, jQuery, JavaScript, ASP.NET MVC, C#, AJAX, Agile, Scrum, OOP, SQL, User Interface, User Experience, MVC, Ruby on Rails, MySQL, Front-end Development, User Interface Design, Web Applications, Web Development, ASP.NET, HTML, Git, SQL Server, HTML 5, Agile Methodologies, Web Design, Mobile Applications, Microsoft SQL Server, Backbone.js
Education
North Dakota State University 1997 — 2001
BS, MIS
Founder Institute 2009 — 2009
Entrepreneurship
Cooper U 2012 — 2012
Interaction Design Practicum
Genentech March 2010 - Present
SocioBit LLC January 2005 - Present
Charles Schwab May 2004 - March 2010
Invitageous June 2009 - December 2009
Echelon Corporation May 2003 - November 2003
Jump Interactive May 2002 - May 2003
MeritCare Health Systems June 2001 - May 2003
Skills
Full Stack, CSS, HTML5, jQuery, JavaScript, ASP.NET MVC, C#, AJAX, Agile, Scrum, OOP, SQL, User Interface, User Experience, MVC, Ruby on Rails, MySQL, Front-end Development, User Interface Design, Web Applications, Web Development, ASP.NET, HTML, Git, SQL Server, HTML 5, Agile Methodologies, Web Design, Mobile Applications, Microsoft SQL Server, Backbone.js
Education
North Dakota State University 1997 — 2001
BS, MIS
Founder Institute 2009 — 2009
Entrepreneurship
Cooper U 2012 — 2012
Interaction Design Practicum
Cynthia Schaffer Cynthia Schaffer's Charles Schwab Experience 2000 - 2002
Job CIRM California Institute for Regenerative Medicine
Industry Biotechnology
Experience
California Institute for Regenerative Medicine March 2008 - Present
Charles Schwab 2000 - 2002
BARRA, Inc. 1993 - 1998
Skills
Research, Technology Transfer, Biotechnology, Stem Cells, Life Sciences, Legal Compliance, Legal Services, Contract Management, Contract Negotiations, Contract Negotiation, Business Development, Biochemistry, Intellectual Property, Project Management, Licensing, Lifesciences, Management, Legal Assistance
Education
University of California, Hastings College of the Law 1987 — 1990
JD
New York University 1983 — 1987
Bachelor of Science (BS), Management and Marketing
California Institute for Regenerative Medicine March 2008 - Present
Charles Schwab 2000 - 2002
BARRA, Inc. 1993 - 1998
Skills
Research, Technology Transfer, Biotechnology, Stem Cells, Life Sciences, Legal Compliance, Legal Services, Contract Management, Contract Negotiations, Contract Negotiation, Business Development, Biochemistry, Intellectual Property, Project Management, Licensing, Lifesciences, Management, Legal Assistance
Education
University of California, Hastings College of the Law 1987 — 1990
JD
New York University 1983 — 1987
Bachelor of Science (BS), Management and Marketing
Jeremy Bishop's Charles Schwab Experience 2008 - 2009
Job Professional
Industry Management Consulting
Experience
Icon Performance Group 2009 - 2015
YESFX LTD 2005 - 2015
Charles Schwab 2008 - 2009
Skills
Investments, Equities, Portfolio Management, Trading, Securities, Finance, Business Development, Options, Series 7, Fixed Income, Financial Markets, Sales, Mergers & Acquisitions, Management, Business Planning, CRM, Mutual Funds, Cold Calling, Lead Generation, Selling, ETFs, Series 63, Series 55
Education
New Mexico State University 2000 — 2004
BBA, Finance, Management
New Mexico State University 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
Icon Performance Group 2009 - 2015
YESFX LTD 2005 - 2015
Charles Schwab 2008 - 2009
Skills
Investments, Equities, Portfolio Management, Trading, Securities, Finance, Business Development, Options, Series 7, Fixed Income, Financial Markets, Sales, Mergers & Acquisitions, Management, Business Planning, CRM, Mutual Funds, Cold Calling, Lead Generation, Selling, ETFs, Series 63, Series 55
Education
New Mexico State University 2000 — 2004
BBA, Finance, Management
New Mexico State University 2000 — 2004
Bachelor's degree, Finance and Financial Management Services
Kyle Bennett's Charles Schwab Experience August 2011 - August 2012
Job Director + Client Success at AddShoppers
Industry Investment Management
Experience
AddShoppers August 2015 - Present
AddShoppers April 2015 - Present
Bragg Financial Advisors August 2014 - April 2015
Tamarac Inc. August 2013 - August 2014
Tamarac Inc. September 2012 - August 2013
Charles Schwab August 2011 - August 2012
ChannelAdvisor October 2010 - August 2011
Charles Schwab January 2010 - October 2010
Charles Schwab July 2008 - January 2010
Charles Schwab June 2007 - July 2008
Skills
Analytics, Salesforce.com, Web Analytics, Business Analysis, Data Analysis, Relationship Management, Online Advertising, Account Management, Market Analysis, E-commerce, SaaS, Project Management, Business Development, CRM, Management, Leadership, Financial Services, Investments
Education
University of North Carolina at Charlotte 2002 — 2007
BA, Psychology
North Carolina State University 2003 — 2004
AddShoppers August 2015 - Present
AddShoppers April 2015 - Present
Bragg Financial Advisors August 2014 - April 2015
Tamarac Inc. August 2013 - August 2014
Tamarac Inc. September 2012 - August 2013
Charles Schwab August 2011 - August 2012
ChannelAdvisor October 2010 - August 2011
Charles Schwab January 2010 - October 2010
Charles Schwab July 2008 - January 2010
Charles Schwab June 2007 - July 2008
Skills
Analytics, Salesforce.com, Web Analytics, Business Analysis, Data Analysis, Relationship Management, Online Advertising, Account Management, Market Analysis, E-commerce, SaaS, Project Management, Business Development, CRM, Management, Leadership, Financial Services, Investments
Education
University of North Carolina at Charlotte 2002 — 2007
BA, Psychology
North Carolina State University 2003 — 2004
Corey Staten Corey Staten's Charles Schwab Experience October 2013 - Present
Job Vice President Client Service & Support at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
American Express October 2012 - Present
American Express January 2011 - October 2012
American Express December 2007 - January 2011
American Express August 2005 - December 2007
American Express October 2001 - August 2005
Skills
Customer Experience, Call Center, Vendor Management, Credit Cards, Re-engineering, Six Sigma, Process Improvement, Process Engineering, Risk Management, Customer Retention, Cross-functional Team..., Operations Management, Change Management, Customer Satisfaction, Financial Analysis, Relationship Management, Project Management, Payments, Financial Services, Employee Engagement
Education
North Carolina Agricultural and Technical State University 1991 — 1995
BS, Industrial Engineering
Charles Schwab October 2013 - Present
American Express October 2012 - Present
American Express January 2011 - October 2012
American Express December 2007 - January 2011
American Express August 2005 - December 2007
American Express October 2001 - August 2005
Skills
Customer Experience, Call Center, Vendor Management, Credit Cards, Re-engineering, Six Sigma, Process Improvement, Process Engineering, Risk Management, Customer Retention, Cross-functional Team..., Operations Management, Change Management, Customer Satisfaction, Financial Analysis, Relationship Management, Project Management, Payments, Financial Services, Employee Engagement
Education
North Carolina Agricultural and Technical State University 1991 — 1995
BS, Industrial Engineering
Jaime McMillan Jaime McMillan's Charles Schwab Experience February 1993 - October 2008
Job Investment Adviser Durango, Colorado Scottsdale Arizona
Industry Financial Services
Experience
High Street Portfolios May 2015 - Present
McMillan Capital Management November 2008 - Present
High Street Portfolios 2015 - 2015
High Street Portfolios 2015 - 2015
Charles Schwab February 1993 - October 2008
United States Trust Company January 2003 - January 2005
Skills
Retirement, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Estate Planning, Wealth, ETFs, Strategic Financial..., Pensions, Insurance, Fixed Annuities, Life Insurance, Small Business, 401k, Financial Advisory, Public Speaking, Strategy, Management, Financial Planning, Finance, Investment Advisory
Education
North Carolina State University 1985 — 1991
BA, Political Science
Trinity School of Law 2003 — 2007
Juris Doctor, Law
High Street Portfolios May 2015 - Present
McMillan Capital Management November 2008 - Present
High Street Portfolios 2015 - 2015
High Street Portfolios 2015 - 2015
Charles Schwab February 1993 - October 2008
United States Trust Company January 2003 - January 2005
Skills
Retirement, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Estate Planning, Wealth, ETFs, Strategic Financial..., Pensions, Insurance, Fixed Annuities, Life Insurance, Small Business, 401k, Financial Advisory, Public Speaking, Strategy, Management, Financial Planning, Finance, Investment Advisory
Education
North Carolina State University 1985 — 1991
BA, Political Science
Trinity School of Law 2003 — 2007
Juris Doctor, Law
Tammy Kavli Tammy Kavli's Charles Schwab Experience June 2008 - February 2012
Job Customer Technical Support Representative at Pearson Phoenix
Industry Education Management
Experience
Pearson Phoenix March 2013 - Present
Charles Schwab June 2008 - February 2012
Skills
SDLC, Business Analysis, Technical Support, Software Installation, Software Documentation, Windows, Computer Hardware, Computer Maintenance, System Administration
Education
North Dakota State University 1990 — 1998
Bachelor of Arts (BA), Computer Science
Pearson Phoenix March 2013 - Present
Charles Schwab June 2008 - February 2012
Skills
SDLC, Business Analysis, Technical Support, Software Installation, Software Documentation, Windows, Computer Hardware, Computer Maintenance, System Administration
Education
North Dakota State University 1990 — 1998
Bachelor of Arts (BA), Computer Science
Alexander Sari Alexander Sari's Charles Schwab Experience November 2007 - Present
Job Day Trader
Industry Financial Services
Experience
Charles Schwab November 2007 - Present
Argo Corp October 2006 - January 2014
Alpha Storage May 2010 - January 2013
Merlot 2008 - 2013
Skills
Operations Management, Team Management, Building Relationships, Listening to customers, Teaching, Marketing Strategy, Integrated Brand..., Project Management, User Profiling, Social Media Marketing, Business Strategy, Business Analysis, New Business Development, Product Marketing
Education
New York Institute of Technology 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Marketing
Charles Schwab November 2007 - Present
Argo Corp October 2006 - January 2014
Alpha Storage May 2010 - January 2013
Merlot 2008 - 2013
Skills
Operations Management, Team Management, Building Relationships, Listening to customers, Teaching, Marketing Strategy, Integrated Brand..., Project Management, User Profiling, Social Media Marketing, Business Strategy, Business Analysis, New Business Development, Product Marketing
Education
New York Institute of Technology 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Marketing
Jenna Keane Jenna Keane's Charles Schwab Experience January 2013 - Present
Job Organizational Leadership, Product & Marketing Execution
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
optionsXpress, Inc. May 2009 - January 2013
Optionetics, Inc. January 2004 - May 2009
McAfee 2002 - 2003
Exodus Communications (now Cable and Wireless) 2000 - 2002
Intraware 1999 - 2000
Skills
Product Marketing, Product Management, Market Research, Strategic Planning, Product Development, Direct Marketing, Sales Management, Marketing, Customer Acquisition, Strategic Partnerships, Strategy, Marketing Operations, Web Analytics, B2B, Marketing Research, Lead Generation, Online Advertising, Training, Marketing Strategy, Series 24, Series 7
Education
New Mexico State University 1998 — 1999
Masters, MBA with Management Information Systems minor
University of Wyoming 1994 — 1996
B.S., Small Business Management
Charles Schwab January 2013 - Present
optionsXpress, Inc. May 2009 - January 2013
Optionetics, Inc. January 2004 - May 2009
McAfee 2002 - 2003
Exodus Communications (now Cable and Wireless) 2000 - 2002
Intraware 1999 - 2000
Skills
Product Marketing, Product Management, Market Research, Strategic Planning, Product Development, Direct Marketing, Sales Management, Marketing, Customer Acquisition, Strategic Partnerships, Strategy, Marketing Operations, Web Analytics, B2B, Marketing Research, Lead Generation, Online Advertising, Training, Marketing Strategy, Series 24, Series 7
Education
New Mexico State University 1998 — 1999
Masters, MBA with Management Information Systems minor
University of Wyoming 1994 — 1996
B.S., Small Business Management
Alejandro Perez-Ordonez Alejandro Perez-Ordonez's Charles Schwab Experience October 2014 - Present
Job Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Great American Insurance May 2011 - October 2014
Nova Pension Consulting June 2008 - April 2011
Medicus Insurance Company December 2007 - June 2008
Medicus Insurance Company August 2007 - December 2007
The University of Texas at Austin - Center for Transportation Research April 2006 - December 2006
Skills
Pensions, Insurance, Risk Management, VBA, Health Insurance, Financial Analysis, Investments, Financial Modeling, Actuarial Science, Underwriting, Employee Benefits, Enterprise Risk..., General Insurance, Liability, Retirement, Defined Benefit, Analysis
Education
The University of Texas at Austin 2004 — 2007
BS, Mathematics: Actuarial Sciences
New Mexico Military Institute 2001 — 2004
HS 2003, JCX 2004
Charles Schwab October 2014 - Present
Great American Insurance May 2011 - October 2014
Nova Pension Consulting June 2008 - April 2011
Medicus Insurance Company December 2007 - June 2008
Medicus Insurance Company August 2007 - December 2007
The University of Texas at Austin - Center for Transportation Research April 2006 - December 2006
Skills
Pensions, Insurance, Risk Management, VBA, Health Insurance, Financial Analysis, Investments, Financial Modeling, Actuarial Science, Underwriting, Employee Benefits, Enterprise Risk..., General Insurance, Liability, Retirement, Defined Benefit, Analysis
Education
The University of Texas at Austin 2004 — 2007
BS, Mathematics: Actuarial Sciences
New Mexico Military Institute 2001 — 2004
HS 2003, JCX 2004
Touneta Phimmasone Touneta Phimmasone's Charles Schwab Experience January 2005 - March 2006
Job Transaction Coordinator Century 21 Real Estate
Industry Real Estate
Experience
Century 21 Landmark Network January 2010 - Present
PMZ Real Estate August 2008 - December 2009
Toyota/ Lexus Financial Services April 2006 - August 2008
Charles Schwab January 2005 - March 2006
Skills
Credit, First Time Home Buyers, Short Sales, Foreclosures, Sellers, REO, Real Estate, Buyer Representation, Investment Properties, Relocation, New Home Sales, Investors, Condos, Real Estate Transactions, Single Family Homes, Listings, Residential Homes, Property Management, Referrals, Buyers
Education
North Lake College
Century 21 Landmark Network January 2010 - Present
PMZ Real Estate August 2008 - December 2009
Toyota/ Lexus Financial Services April 2006 - August 2008
Charles Schwab January 2005 - March 2006
Skills
Credit, First Time Home Buyers, Short Sales, Foreclosures, Sellers, REO, Real Estate, Buyer Representation, Investment Properties, Relocation, New Home Sales, Investors, Condos, Real Estate Transactions, Single Family Homes, Listings, Residential Homes, Property Management, Referrals, Buyers
Education
North Lake College
Dixie Fedler Dixie Fedler's Charles Schwab Experience 2008 - 2009
Job REALTOR® at Prudential Texas Realty
Industry Real Estate
Experience
Prudential Texas Realty May 2010 - Present
Charles Schwab 2008 - 2009
Texas Municipal Retirement System (TMRS) 1999 - 2008
Education
New Mexico State University 1988 — 1991
Business Administration
The University of Texas at El Paso 1982 — 1984
Business Administration
Prudential Texas Realty May 2010 - Present
Charles Schwab 2008 - 2009
Texas Municipal Retirement System (TMRS) 1999 - 2008
Education
New Mexico State University 1988 — 1991
Business Administration
The University of Texas at El Paso 1982 — 1984
Business Administration
William Blakely William Blakely's Charles Schwab Experience 2007 - 2009
Job Compensation Operations Analyst at Salesforce
Industry Human Resources
Experience
Salesforce May 2015 - Present
Mercy Corps January 2010 - May 2015
Charles Schwab 2007 - 2009
Charles Schwab 2002 - 2007
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Systems Partners 1991 - 1998
Towers Perrin 1987 - 1990
Skills
Human Resources, Program Management, Management, Nonprofits, HRIS, Microsoft Office, Performance Management, Employee Relations, Deferred Compensation, Organizational..., Employee Benefits, Talent Management, PeopleSoft, Onboarding, Access
Education
New York University
BA, Literature
Portland State University
Certificate, Human Resource Management
Salesforce May 2015 - Present
Mercy Corps January 2010 - May 2015
Charles Schwab 2007 - 2009
Charles Schwab 2002 - 2007
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Systems Partners 1991 - 1998
Towers Perrin 1987 - 1990
Skills
Human Resources, Program Management, Management, Nonprofits, HRIS, Microsoft Office, Performance Management, Employee Relations, Deferred Compensation, Organizational..., Employee Benefits, Talent Management, PeopleSoft, Onboarding, Access
Education
New York University
BA, Literature
Portland State University
Certificate, Human Resource Management
Muhammad Siddiqi Muhammad Siddiqi's Charles Schwab Experience May 2010 - June 2011
Job Software Consultant
Industry Computer Software
Experience
Liquidnet July 2013 - Present
Credit Suisse June 2011 - July 2013
Charles Schwab May 2010 - June 2011
Vertis Inc January 2008 - May 2010
Tyler Technologies June 2007 - January 2008
Maritime Technologies Complex January 2005 - June 2007
NEDUET May 2004 - December 2004
Skills
SSRS, SQL Server, ASP.NET, .NET, VB.NET, C#, MVVM, Object Oriented Design, Object Oriented Modeling, Oracle, Microsoft SQL Server, WPF, Silverlight, Visual Studio, Software Development, Agile Methodologies, IIS, XML, T-SQL, SQL, Database Design, SDLC, Crystal Reports, Scrum, Software Design, Software Project..., SharePoint, TFS, Enterprise Software, Architecture, Web Services, LINQ, ADO.NET, WCF, SOA, UML, Design Patterns, ASP.NET MVC, Entity Framework, SOAP, WinForms, XSLT, Agile Project Management, Web Applications, AJAX, ASP, OOP, VSS, REST, Databases
Education
Danube Technologies 2008 — 2008
CSM (Certified Scrum Master), Certified Scrum Master
NED University of Engineering and Technology 1999 — 2004
BE, systems
IBA Karachi
Liquidnet July 2013 - Present
Credit Suisse June 2011 - July 2013
Charles Schwab May 2010 - June 2011
Vertis Inc January 2008 - May 2010
Tyler Technologies June 2007 - January 2008
Maritime Technologies Complex January 2005 - June 2007
NEDUET May 2004 - December 2004
Skills
SSRS, SQL Server, ASP.NET, .NET, VB.NET, C#, MVVM, Object Oriented Design, Object Oriented Modeling, Oracle, Microsoft SQL Server, WPF, Silverlight, Visual Studio, Software Development, Agile Methodologies, IIS, XML, T-SQL, SQL, Database Design, SDLC, Crystal Reports, Scrum, Software Design, Software Project..., SharePoint, TFS, Enterprise Software, Architecture, Web Services, LINQ, ADO.NET, WCF, SOA, UML, Design Patterns, ASP.NET MVC, Entity Framework, SOAP, WinForms, XSLT, Agile Project Management, Web Applications, AJAX, ASP, OOP, VSS, REST, Databases
Education
Danube Technologies 2008 — 2008
CSM (Certified Scrum Master), Certified Scrum Master
NED University of Engineering and Technology 1999 — 2004
BE, systems
IBA Karachi
Wale Tam Wale Tam's Charles Schwab Experience August 1995 - May 2001
Job Financial Advisor at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. September 2011 - Present
HSBC May 2008 - August 2011
Merrill Lynch July 2001 - May 2008
Charles Schwab August 1995 - May 2001
Dean Witter May 1992 - July 1995
Skills
Equities, Mutual Funds, Government Bonds, Municipal Bonds, Options, Estate Planning, Investments, High Yield Bonds, Life Insurance, Asset Allocation, Asset Management, Bonds, Finance, Financial Advisory, Financial Planners, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Options Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brooklyn Tech High School 1973 — 1977
R. Seelaus & Co., Inc. September 2011 - Present
HSBC May 2008 - August 2011
Merrill Lynch July 2001 - May 2008
Charles Schwab August 1995 - May 2001
Dean Witter May 1992 - July 1995
Skills
Equities, Mutual Funds, Government Bonds, Municipal Bonds, Options, Estate Planning, Investments, High Yield Bonds, Life Insurance, Asset Allocation, Asset Management, Bonds, Finance, Financial Advisory, Financial Planners, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Options Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brooklyn Tech High School 1973 — 1977
Ashley Flynn Ashley Flynn's Charles Schwab Experience November 2012 - Present
Job Senior Compliance Manager Fixed Income at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
D. A. Davidson & Co. April 2006 - November 2012
Charles Schwab 1999 - 2005
Skills
Series 7
Education
University of Nebraska-Lincoln 1995 — 1997
B.A., Communication Studies
Nebraska Wesleyan University 1989 — 1992
Charles Schwab November 2012 - Present
D. A. Davidson & Co. April 2006 - November 2012
Charles Schwab 1999 - 2005
Skills
Series 7
Education
University of Nebraska-Lincoln 1995 — 1997
B.A., Communication Studies
Nebraska Wesleyan University 1989 — 1992
Chad Ellis's Charles Schwab Experience February 2003 - July 2007
Job Principal Engineer, eCommerce Team at HomeAway.com
Industry Computer Software
Experience
HomeAway.com September 2014 - Present
HomeAway.com July 2013 - September 2014
PayPal November 2012 - July 2013
PayPal April 2012 - November 2012
PayPal April 2009 - April 2012
PayPal July 2007 - March 2009
Charles Schwab February 2003 - July 2007
CyberTrader January 2000 - June 2002
PROS July 1996 - September 1999
Intermec Corporation January 1995 - July 1996
Skills
Java, Spring, Tomcat, C++, Visual C++, Distributed Systems, Agile Methodologies, REST, Scrum, Object Oriented Design, Eclipse, Software Development, Software Engineering, JUnit, JavaScript, Java Enterprise Edition, Subversion, Databases, Web Services, SOA, Maven, Design Patterns, Testing, Git, Linux, Web Applications, JSP, C#, Apache, Multithreading, SQL, Microsoft SQL Server, Continuous Integration, C, Integration, Spring Framework
Education
North Carolina State University
Bachelor of Science, Computer Science
HomeAway.com September 2014 - Present
HomeAway.com July 2013 - September 2014
PayPal November 2012 - July 2013
PayPal April 2012 - November 2012
PayPal April 2009 - April 2012
PayPal July 2007 - March 2009
Charles Schwab February 2003 - July 2007
CyberTrader January 2000 - June 2002
PROS July 1996 - September 1999
Intermec Corporation January 1995 - July 1996
Skills
Java, Spring, Tomcat, C++, Visual C++, Distributed Systems, Agile Methodologies, REST, Scrum, Object Oriented Design, Eclipse, Software Development, Software Engineering, JUnit, JavaScript, Java Enterprise Edition, Subversion, Databases, Web Services, SOA, Maven, Design Patterns, Testing, Git, Linux, Web Applications, JSP, C#, Apache, Multithreading, SQL, Microsoft SQL Server, Continuous Integration, C, Integration, Spring Framework
Education
North Carolina State University
Bachelor of Science, Computer Science
Michelle S. DeLucia's Charles Schwab Experience 2012 - Present
Job Senior Product Manager, Web Trading at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2012 - Present
Charles Schwab February 2012 - November 2012
CSIdentity September 2011 - February 2012
optionsXpress April 2011 - August 2011
optionsXpress February 2010 - April 2011
Inference Data February 2007 - February 2010
St Ives Financial 2005 - February 2007
Skills
Product Management, Leadership, Product Marketing, Strategic Partnerships, Project Management, Marketing Communications, Management, Marketing, Agile Methodologies, SaaS, Strategy, Analysis, Product Development, Program Management, Marketing Strategy, Integrated Marketing, Public Relations, Business Analysis, Sales, Market Research
Education
New York University 2000 — 2004
BA, American Literature, Creative Writing & Cultural Studies
Oyster Bay High School
Charles Schwab 2012 - Present
Charles Schwab February 2012 - November 2012
CSIdentity September 2011 - February 2012
optionsXpress April 2011 - August 2011
optionsXpress February 2010 - April 2011
Inference Data February 2007 - February 2010
St Ives Financial 2005 - February 2007
Skills
Product Management, Leadership, Product Marketing, Strategic Partnerships, Project Management, Marketing Communications, Management, Marketing, Agile Methodologies, SaaS, Strategy, Analysis, Product Development, Program Management, Marketing Strategy, Integrated Marketing, Public Relations, Business Analysis, Sales, Market Research
Education
New York University 2000 — 2004
BA, American Literature, Creative Writing & Cultural Studies
Oyster Bay High School
Abigail Fiattarone's Charles Schwab Experience January 1993 - March 1996
Job Registered Representative
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Maricopa Community Colleges August 2001 - November 2011
ESL@Work Instructional Design and Training March 1996 - August 2001
Merritt College, Oakland, CA October 1996 - August 1998
Charles Schwab January 1993 - March 1996
Morgan Stanley April 1991 - December 1993
Hambrecht & Quist October 1989 - March 1991
Shearson Lehman Brothers 1986 - 1989
Skills
Investments, Equities, Financial Services, Trading, Research, Corporate Social..., Public Speaking, Leadership, Finance, Relationship Management, Customer Service, Investment Advisory, Program Management, Training, Strategic Planning, Entrepreneurship, Management, Socially Responsible..., Capital Markets, Portfolio Management, Sales, Social Media, Mutual Funds
Education
New York University 1983 — 1986
Master's Degree
Occidental College
A.B. Literature and Composition
Merrill Lynch July 2011 - Present
Maricopa Community Colleges August 2001 - November 2011
ESL@Work Instructional Design and Training March 1996 - August 2001
Merritt College, Oakland, CA October 1996 - August 1998
Charles Schwab January 1993 - March 1996
Morgan Stanley April 1991 - December 1993
Hambrecht & Quist October 1989 - March 1991
Shearson Lehman Brothers 1986 - 1989
Skills
Investments, Equities, Financial Services, Trading, Research, Corporate Social..., Public Speaking, Leadership, Finance, Relationship Management, Customer Service, Investment Advisory, Program Management, Training, Strategic Planning, Entrepreneurship, Management, Socially Responsible..., Capital Markets, Portfolio Management, Sales, Social Media, Mutual Funds
Education
New York University 1983 — 1986
Master's Degree
Occidental College
A.B. Literature and Composition
Sriram Sirisinahal Sriram Sirisinahal's Charles Schwab Experience March 2015 - Present
Job Managing Director, Risk Analytics at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab January 2012 - Present
Annie's Inc. April 2011 - February 2012
KPMG November 2009 - April 2011
KPMG May 2005 - October 2009
Skills
SQL, SDLC, Vendor Management, Business Intelligence, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Agile Methodologies, Oracle, Data Warehousing, Software Development, XML, SharePoint, Project Management, Process Improvement, Visio, Analytics
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA)
New Jersey Institute of Technology 2006 — 2008
MS, Computer Science
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science, Computer Science
Charles Schwab March 2015 - Present
Charles Schwab January 2012 - Present
Annie's Inc. April 2011 - February 2012
KPMG November 2009 - April 2011
KPMG May 2005 - October 2009
Skills
SQL, SDLC, Vendor Management, Business Intelligence, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Agile Methodologies, Oracle, Data Warehousing, Software Development, XML, SharePoint, Project Management, Process Improvement, Visio, Analytics
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA)
New Jersey Institute of Technology 2006 — 2008
MS, Computer Science
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science, Computer Science
Jennifer Caezza McGuire's Charles Schwab Experience September 2007 - March 2009
Job Multi Channel Marketing, Vice President
Industry Marketing and Advertising
Experience
Bank of the West July 2014 - Present
Traction March 2013 - April 2014
Bleu Marketing Solutions July 2012 - February 2013
AAA March 2009 - June 2012
Charles Schwab September 2007 - March 2009
Haggin Marketing (now SolutionSet) September 2003 - August 2007
Digitas March 2005 - August 2005
Razorfish July 2001 - July 2003
SF Interactive April 1999 - May 2001
Jupiter Research October 1996 - April 1999
Skills
Direct Marketing, Business Strategy, Integrated Marketing, Email Marketing, Digital Marketing, Online Advertising, Lead Generation, Marketing Strategy, Creative Direction, Marketing, Brand Development, Multi-channel Marketing, Strategy, User Experience, Direct Mail, Interactive Marketing, Advertising, Database Marketing, Product Management, B2B Marketing, E-commerce, New Business Development, Customer Insight, Content Strategy, Strategic Partnerships, Relationship Marketing, Market Planning, Media Planning, Analytics, Digital Strategy, Product Development, Mobile Marketing, Web Analytics, Digital Media, Online Marketing
Education
New York University 1986 — 1990
BA
Bank of the West July 2014 - Present
Traction March 2013 - April 2014
Bleu Marketing Solutions July 2012 - February 2013
AAA March 2009 - June 2012
Charles Schwab September 2007 - March 2009
Haggin Marketing (now SolutionSet) September 2003 - August 2007
Digitas March 2005 - August 2005
Razorfish July 2001 - July 2003
SF Interactive April 1999 - May 2001
Jupiter Research October 1996 - April 1999
Skills
Direct Marketing, Business Strategy, Integrated Marketing, Email Marketing, Digital Marketing, Online Advertising, Lead Generation, Marketing Strategy, Creative Direction, Marketing, Brand Development, Multi-channel Marketing, Strategy, User Experience, Direct Mail, Interactive Marketing, Advertising, Database Marketing, Product Management, B2B Marketing, E-commerce, New Business Development, Customer Insight, Content Strategy, Strategic Partnerships, Relationship Marketing, Market Planning, Media Planning, Analytics, Digital Strategy, Product Development, Mobile Marketing, Web Analytics, Digital Media, Online Marketing
Education
New York University 1986 — 1990
BA
Larry Horton's Charles Schwab Experience December 2014 - Present
Job Database Developer at Charles Schwab
Industry Hospital & Health Care
Experience
Charles Schwab December 2014 - Present
Allscripts February 2012 - December 2014
Vadum Inc. April 2011 - February 2012
Avtec September 2010 - April 2011
Mermec Group April 2010 - September 2010
BNP Paribas October 2009 - May 2010
TBS March 2009 - July 2009
Nortel August 2007 - March 2009
Nortel January 2005 - July 2007
Nortel 2000 - 2005
Skills
Software Development, Software Project..., Finance, Project Management, C++, SOA, Microsoft SQL Server, ASP.NET, Business Case, Business Development, Financial Analysis, Agile Methodologies, Integration, SDLC, Requirements Analysis, VoIP, Program Management, SIP, Product Management, Perl, Telecommunications, Cross-functional Team..., Scrum, SQL, C#, Analysis, Strategy, Testing, Visual Studio, Software Engineering, Unix, Business Intelligence, Databases, Management, Linux, Leadership, Object Oriented Design
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Business
NC State University 1997 — 2002
Master of CS, Computer Science
NC Central University 1991 — 1995
BSCS, Computer Science
Wake Technical Community College 1988 — 1991
Associate of Science, Computer Engineering
National University 1984 — 1987
Associate of Arts, Accounting
Charles Schwab December 2014 - Present
Allscripts February 2012 - December 2014
Vadum Inc. April 2011 - February 2012
Avtec September 2010 - April 2011
Mermec Group April 2010 - September 2010
BNP Paribas October 2009 - May 2010
TBS March 2009 - July 2009
Nortel August 2007 - March 2009
Nortel January 2005 - July 2007
Nortel 2000 - 2005
Skills
Software Development, Software Project..., Finance, Project Management, C++, SOA, Microsoft SQL Server, ASP.NET, Business Case, Business Development, Financial Analysis, Agile Methodologies, Integration, SDLC, Requirements Analysis, VoIP, Program Management, SIP, Product Management, Perl, Telecommunications, Cross-functional Team..., Scrum, SQL, C#, Analysis, Strategy, Testing, Visual Studio, Software Engineering, Unix, Business Intelligence, Databases, Management, Linux, Leadership, Object Oriented Design
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Business
NC State University 1997 — 2002
Master of CS, Computer Science
NC Central University 1991 — 1995
BSCS, Computer Science
Wake Technical Community College 1988 — 1991
Associate of Science, Computer Engineering
National University 1984 — 1987
Associate of Arts, Accounting
Troy Clarence's Charles Schwab Experience July 2010 - Present
Job Technology Solutions at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2010 - Present
Skills
Intellectual Property, Contract Negotiation, Real Estate
Education
University of Denver - Sturm College of Law 1998 — 2001
Juris Doctorate
New Mexico State University 1985 — 1989
BBA, Business Administration
Charles Schwab July 2010 - Present
Skills
Intellectual Property, Contract Negotiation, Real Estate
Education
University of Denver - Sturm College of Law 1998 — 2001
Juris Doctorate
New Mexico State University 1985 — 1989
BBA, Business Administration
Matt Stavsky's Charles Schwab Experience 2000 - 2007
Job Applications Development / Strategic Projects Implementation
Industry Information Technology and Services
Experience
New York-based Hedge Fund May 2012 - Present
Wolters Kluwer Financial Services 2010 - 2012
Wellington Circle Founders' Group 2009 - 2010
Bank of America 2007 - 2008
U.S. Trust 1984 - 2008
Charles Schwab 2000 - 2007
Bell Labs 1980 - 1984
Skills
Wealth Management..., Trust Accounting, Hedge Funds, Securities Processing, Private Banking, SDLC, RUP, SOA, Business Analysis, Outsourcing, Regulatory Reporting, Vendor Management, Form PF, IT Strategy, Securities, Asset Management, Mergers & Acquisitions, Integration, Strategy, Program Management, Financial Services, Portfolio Management, Project Management
Education
New York University - Polytechnic School of Engineering 1978 — 1979
MS
Yeshiva University 1974 — 1978
BA
New York-based Hedge Fund May 2012 - Present
Wolters Kluwer Financial Services 2010 - 2012
Wellington Circle Founders' Group 2009 - 2010
Bank of America 2007 - 2008
U.S. Trust 1984 - 2008
Charles Schwab 2000 - 2007
Bell Labs 1980 - 1984
Skills
Wealth Management..., Trust Accounting, Hedge Funds, Securities Processing, Private Banking, SDLC, RUP, SOA, Business Analysis, Outsourcing, Regulatory Reporting, Vendor Management, Form PF, IT Strategy, Securities, Asset Management, Mergers & Acquisitions, Integration, Strategy, Program Management, Financial Services, Portfolio Management, Project Management
Education
New York University - Polytechnic School of Engineering 1978 — 1979
MS
Yeshiva University 1974 — 1978
BA
Bill Jaeger's Charles Schwab Experience March 2015 - Present
Job Sr Staff .NET Software Appl Eng at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
CenturyLink September 2013 - March 2015
CenturyLink January 2006 - September 2013
Qwest Communications November 2001 - January 2006
Infotech Solutions October 2000 - November 2001
Thomson Financial April 1998 - September 2000
Muller Data Corporation January 1994 - April 1998
Skills
Oracle, Microsoft SQL Server, Software Development, C#, Java, Weblogic, Telecommunications, Agile Methodologies, Unix, Cloud Computing, Web Services, SQL, SOA, PL/SQL, Scrum, SOAP, Java Enterprise Edition, WebLogic
Education
Regis University 2011 — 2014
Master of Science (M.Sc.), Software Engineering & Database Technologies, 4.0
New York University 1996 — 1997
Certificate, Wide Area Networking Technologies
Seton Hall University 1988 — 1993
BA, Political Science/Business Administration
Charles Schwab March 2015 - Present
CenturyLink September 2013 - March 2015
CenturyLink January 2006 - September 2013
Qwest Communications November 2001 - January 2006
Infotech Solutions October 2000 - November 2001
Thomson Financial April 1998 - September 2000
Muller Data Corporation January 1994 - April 1998
Skills
Oracle, Microsoft SQL Server, Software Development, C#, Java, Weblogic, Telecommunications, Agile Methodologies, Unix, Cloud Computing, Web Services, SQL, SOA, PL/SQL, Scrum, SOAP, Java Enterprise Edition, WebLogic
Education
Regis University 2011 — 2014
Master of Science (M.Sc.), Software Engineering & Database Technologies, 4.0
New York University 1996 — 1997
Certificate, Wide Area Networking Technologies
Seton Hall University 1988 — 1993
BA, Political Science/Business Administration
TP Boudreau's Charles Schwab Experience 1997 - 2000
Job Technologist and Entrepreneur
Industry Computer Software
Experience
FICO April 2014 - June 2014
InfoCentricity August 2012 - March 2014
Yosoku Corporation 2008 - March 2014
InfoCentricity 2000 - 2007
Epoch Partners 2000 - 2001
Charles Schwab 1997 - 2000
Skills
SaaS, Software Development, C++, Predictive Modeling, Analytics, Data Mining, Business Intelligence, Java, Data Analysis, XML, JSON, Predictive Analytics, Cloud Computing, Amazon Web Services..., Software Design, Data as a Service
Education
New York University School of Law 1992 — 1995
J.D.
New York University 1983 — 1987
B.A., Classics
FICO April 2014 - June 2014
InfoCentricity August 2012 - March 2014
Yosoku Corporation 2008 - March 2014
InfoCentricity 2000 - 2007
Epoch Partners 2000 - 2001
Charles Schwab 1997 - 2000
Skills
SaaS, Software Development, C++, Predictive Modeling, Analytics, Data Mining, Business Intelligence, Java, Data Analysis, XML, JSON, Predictive Analytics, Cloud Computing, Amazon Web Services..., Software Design, Data as a Service
Education
New York University School of Law 1992 — 1995
J.D.
New York University 1983 — 1987
B.A., Classics
Brad Mead's Charles Schwab Experience May 2010 - September 2010
Job Lead Software Engineer at American Traffic Solutions
Industry E-Learning
Experience
American Traffic Solutions August 2011 - Present
Xerox September 2010 - July 2011
Charles Schwab May 2010 - September 2010
American Traffic Solutions May 2008 - May 2010
Apollo Group Inc November 2002 - April 2008
Cable One September 1999 - October 2002
MindSpring October 1998 - August 1999
Sirius Publishing September 1997 - September 1998
Circuit City 1996 - 1997
Skills
ASP.NET, SQL Server, C#, .NET, WCF, ASP.NET MVC, MSMQ, OOP, Windows Azure, Microsoft SQL Server, Software Development, Team Leadership, SQL, Object Oriented Design, Test Driven Development, MVC, Oracle, WinForms, Design Patterns, Programming
Education
University of Phoenix 2002 — 2004
MBA, Business
New Mexico State University 1990 — 1996
BA, Psychology
Defense Information School (DINFOS) 1990 — 1990
NA, Public Affairs Journalism
American Traffic Solutions August 2011 - Present
Xerox September 2010 - July 2011
Charles Schwab May 2010 - September 2010
American Traffic Solutions May 2008 - May 2010
Apollo Group Inc November 2002 - April 2008
Cable One September 1999 - October 2002
MindSpring October 1998 - August 1999
Sirius Publishing September 1997 - September 1998
Circuit City 1996 - 1997
Skills
ASP.NET, SQL Server, C#, .NET, WCF, ASP.NET MVC, MSMQ, OOP, Windows Azure, Microsoft SQL Server, Software Development, Team Leadership, SQL, Object Oriented Design, Test Driven Development, MVC, Oracle, WinForms, Design Patterns, Programming
Education
University of Phoenix 2002 — 2004
MBA, Business
New Mexico State University 1990 — 1996
BA, Psychology
Defense Information School (DINFOS) 1990 — 1990
NA, Public Affairs Journalism
Maria Caton CFP®, AAMS®'s Charles Schwab Experience July 2007 - April 2014
Job Vice President, Investment and Financial Planning Officer, Wealth Strategies Group at Canandaigua National Bank & Trust
Industry Financial Services
Experience
Canandaigua National Bank & Trust May 2014 - Present
Charles Schwab July 2007 - April 2014
Mass Mutual June 2006 - June 2007
RBC Dain Rauscher July 2005 - May 2006
Trinity Montessori School September 1998 - June 2005
Holcomb Wash and Dry January 1990 - January 1999
Skills
Finance, Investments, Series 7, Financial Services, Retirement, Retirement Planning, Leadership, Asset Allocation, Estate Planning, Series 63, Management, Banking, Marketing, Strategic Planning, Sales, Customer Service, Business Development, Mutual Funds, Financial Analysis, Portfolio Management, Public Speaking, Team Building
Education
Endicott College 2000 — 2002
Master of Education (M.Ed.)
Niagara University 1981 — 1985
American School in London
Canandaigua National Bank & Trust May 2014 - Present
Charles Schwab July 2007 - April 2014
Mass Mutual June 2006 - June 2007
RBC Dain Rauscher July 2005 - May 2006
Trinity Montessori School September 1998 - June 2005
Holcomb Wash and Dry January 1990 - January 1999
Skills
Finance, Investments, Series 7, Financial Services, Retirement, Retirement Planning, Leadership, Asset Allocation, Estate Planning, Series 63, Management, Banking, Marketing, Strategic Planning, Sales, Customer Service, Business Development, Mutual Funds, Financial Analysis, Portfolio Management, Public Speaking, Team Building
Education
Endicott College 2000 — 2002
Master of Education (M.Ed.)
Niagara University 1981 — 1985
American School in London
Amritha Iyer's Charles Schwab Experience October 2011 - December 2011
Job Sr. Software QA Analyst
Industry Information Technology and Services
Experience
Federal Reserve System August 2014 - December 2014
Norwegian Cruise Line November 2013 - May 2014
HBO Latin America July 2013 - November 2013
JM Family Enterprises, Inc. May 2013 - July 2013
Hewlett-Packard January 2013 - March 2013
Travelport October 2012 - January 2013
DIRECTV February 2012 - September 2012
Charles Schwab October 2011 - December 2011
Wells Fargo Bank February 2010 - November 2011
Western Union September 2009 - January 2010
Skills
Performance Testing, Software Quality..., Quality Center, Test Planning, Quality Assurance, Testing, SDLC, Regression Testing, User Acceptance Testing, Test Execution
Education
New York University - Polytechnic School of Engineering 2000 — 2001
M.S., Management of Technology
Rutgers University-New Brunswick 1995 — 1998
B.A., Psychology
Federal Reserve System August 2014 - December 2014
Norwegian Cruise Line November 2013 - May 2014
HBO Latin America July 2013 - November 2013
JM Family Enterprises, Inc. May 2013 - July 2013
Hewlett-Packard January 2013 - March 2013
Travelport October 2012 - January 2013
DIRECTV February 2012 - September 2012
Charles Schwab October 2011 - December 2011
Wells Fargo Bank February 2010 - November 2011
Western Union September 2009 - January 2010
Skills
Performance Testing, Software Quality..., Quality Center, Test Planning, Quality Assurance, Testing, SDLC, Regression Testing, User Acceptance Testing, Test Execution
Education
New York University - Polytechnic School of Engineering 2000 — 2001
M.S., Management of Technology
Rutgers University-New Brunswick 1995 — 1998
B.A., Psychology
Stacy Serna-Beecher's Charles Schwab Experience September 2014 - Present
Job Sr Mgr Organizational Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
T Rowe Price September 2008 - September 2014
Alpine Access June 2006 - August 2008
Denver Health 2005 - 2006
Teletech 1999 - 2005
ICG 1998 - 1999
MCI 1992 - 1998
Education
The University of New Mexico 1987 — 1992
New Mexico State University 1985 — 1986
The University of Texas at El Paso
Charles Schwab September 2014 - Present
T Rowe Price September 2008 - September 2014
Alpine Access June 2006 - August 2008
Denver Health 2005 - 2006
Teletech 1999 - 2005
ICG 1998 - 1999
MCI 1992 - 1998
Education
The University of New Mexico 1987 — 1992
New Mexico State University 1985 — 1986
The University of Texas at El Paso
Jason McCarthy's Charles Schwab Experience 2008 - 2008
Job Senior Manager at Sogeti
Industry Information Technology and Services
Experience
Sogeti November 2012 - Present
Texas Legislative Council June 2009 - November 2012
GREX January 2009 - June 2009
Avanade August 2007 - August 2008
Charles Schwab 2008 - 2008
Cernium February 2007 - July 2007
Management Concepts March 2006 - October 2006
Idea Integration September 2005 - March 2006
Nexus Systems, Inc. August 2003 - September 2005
i3solutions January 2000 - August 2003
Skills
Web Services, ASP.NET, .NET, XML, C#, Business Development, Business Analysis, ASP.NET MVC, MVVM, MVP, Manage Client..., Microsoft SQL Server, Oracle, Software Project..., Software Engineering, Enterprise Architecture, Enterprise Software, Software Design Patterns, Software Design, Business Strategy, WCF, Visual Studio
Education
North Carolina State University 1994 — 1997
Bachelor of Science (BS), Computer Engineering
Worcester Polytechnic Institute 1990 — 1991
Sogeti November 2012 - Present
Texas Legislative Council June 2009 - November 2012
GREX January 2009 - June 2009
Avanade August 2007 - August 2008
Charles Schwab 2008 - 2008
Cernium February 2007 - July 2007
Management Concepts March 2006 - October 2006
Idea Integration September 2005 - March 2006
Nexus Systems, Inc. August 2003 - September 2005
i3solutions January 2000 - August 2003
Skills
Web Services, ASP.NET, .NET, XML, C#, Business Development, Business Analysis, ASP.NET MVC, MVVM, MVP, Manage Client..., Microsoft SQL Server, Oracle, Software Project..., Software Engineering, Enterprise Architecture, Enterprise Software, Software Design Patterns, Software Design, Business Strategy, WCF, Visual Studio
Education
North Carolina State University 1994 — 1997
Bachelor of Science (BS), Computer Engineering
Worcester Polytechnic Institute 1990 — 1991
Kornel Csaszar's Charles Schwab Experience 2000 - 2001
Job HandsOn Developer and Architect (Full Stack)
Industry Financial Services
Experience
Abel Noser Solutions November 2011 - Present
Goldman Sachs (The Confidentiality Group/Consultant) November 2007 - November 2011
Interactive Data Corporation November 2005 - December 2007
Instinet Group Incorporated May 2005 - October 2005
Goldman Sachs November 2004 - 2005
EBay/PayPal February 2004 - July 2004
Charles Schwab 2000 - 2001
Ingenuity Systems 2000 - 2000
Skills
SDLC, Agile Methodologies, Requirements Analysis, Business Analysis, Software Development, Enterprise Architecture, SQL, Management, Vendor Management, Unix, Java, Core Java, Scala, C++, Big Data, JavaScript, Play Framework, Test Driven Development, Architectural Design, Integration
Education
New York Institute of Technology
Bachelor of Science (BS), Computer Science (Engineering & Technology: Internet Engineering)
Abel Noser Solutions November 2011 - Present
Goldman Sachs (The Confidentiality Group/Consultant) November 2007 - November 2011
Interactive Data Corporation November 2005 - December 2007
Instinet Group Incorporated May 2005 - October 2005
Goldman Sachs November 2004 - 2005
EBay/PayPal February 2004 - July 2004
Charles Schwab 2000 - 2001
Ingenuity Systems 2000 - 2000
Skills
SDLC, Agile Methodologies, Requirements Analysis, Business Analysis, Software Development, Enterprise Architecture, SQL, Management, Vendor Management, Unix, Java, Core Java, Scala, C++, Big Data, JavaScript, Play Framework, Test Driven Development, Architectural Design, Integration
Education
New York Institute of Technology
Bachelor of Science (BS), Computer Science (Engineering & Technology: Internet Engineering)
Qaiser Rasheed's Charles Schwab Experience June 2000 - November 2000
Job Technical Lead | Database Machine Administrator | Architect | DBA
Industry Information Technology and Services
Experience
Orbitz Worldwide July 2012 - Present
Epsilon December 2009 - July 2012
Experian November 2002 - November 2009
Sprint November 2000 - October 2002
Charles Schwab June 2000 - November 2000
Oracle May 2000 - May 2000
Dolphin Telecom May 1999 - April 2000
Peggs Ltd, Hammersmith, London January 1999 - April 1999
Relay Business Software November 1998 - December 1998
Ora-Tech Systems January 1996 - November 1998
Skills
Oracle, Oracle RAC, Databases, Unix, Solaris, Performance Tuning, Disaster Recovery, PL/SQL, Data Warehousing, Database Design, Data Migration, Database Administration, Shell Scripting, RMAN, Red Hat Linux, SQL Tuning, Exadata, Data Center, Infrastructure
Education
National University of Computer and Emerging Sciences 1992 — 1995
B.S., Computer Science
Orbitz Worldwide July 2012 - Present
Epsilon December 2009 - July 2012
Experian November 2002 - November 2009
Sprint November 2000 - October 2002
Charles Schwab June 2000 - November 2000
Oracle May 2000 - May 2000
Dolphin Telecom May 1999 - April 2000
Peggs Ltd, Hammersmith, London January 1999 - April 1999
Relay Business Software November 1998 - December 1998
Ora-Tech Systems January 1996 - November 1998
Skills
Oracle, Oracle RAC, Databases, Unix, Solaris, Performance Tuning, Disaster Recovery, PL/SQL, Data Warehousing, Database Design, Data Migration, Database Administration, Shell Scripting, RMAN, Red Hat Linux, SQL Tuning, Exadata, Data Center, Infrastructure
Education
National University of Computer and Emerging Sciences 1992 — 1995
B.S., Computer Science
Jonathan Wentz's Charles Schwab Experience July 2014 - Present
Job Solutions Architect at Charles Schwab
Industry Computer Software
Experience
Charles Schwab July 2014 - Present
Schwab Performance Technologies March 2012 - June 2014
Schwab Performance Technologies January 2007 - March 2012
Sunbelt Rentals 2003 - 2007
Skills
.NET, Databases, SQL, Microsoft SQL Server, SharePoint, T-SQL, C++, Project Management, XML, Shell Scripting, Agile Methodologies, Subversion, HTML, IIS, Software Development, Scrum, C#
Education
North Carolina State University 1999 — 2003
Bachelor's degree, Computer Science
Charles Schwab July 2014 - Present
Schwab Performance Technologies March 2012 - June 2014
Schwab Performance Technologies January 2007 - March 2012
Sunbelt Rentals 2003 - 2007
Skills
.NET, Databases, SQL, Microsoft SQL Server, SharePoint, T-SQL, C++, Project Management, XML, Shell Scripting, Agile Methodologies, Subversion, HTML, IIS, Software Development, Scrum, C#
Education
North Carolina State University 1999 — 2003
Bachelor's degree, Computer Science
Geraldine Ortiz's Charles Schwab Experience June 2013 - Present
Job VP, Tax Information Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
TIAA-CREF May 2010 - June 2013
TIAA-CREF February 2008 - August 2010
TIAA-CREF February 2007 - February 2008
TIAA-CREF June 2000 - February 2007
TIAA-CREF October 1997 - June 2000
Skills
Retirement, Retirement Planning, Income Tax, 401k, Employee Benefits, Personal Finance, Financial Advisory, Process Improvement, Uniform Combined State..., Banking, Internal Controls, Relationship Management, Wealth, Life Insurance, Finance, Pensions, Executive Management, Due Diligence, Equities, Financial Risk, Enterprise Risk..., Financial Services, Management, Risk Management, Business Analysis
Education
New York Law School 2003 — 2005
Master of Laws (LLM), Tax
New York Law School 1995 — 1999
Doctor of Law (JD), Tax
The College of New Jersey 1987 — 1991
BA, political science
Charles Schwab June 2013 - Present
TIAA-CREF May 2010 - June 2013
TIAA-CREF February 2008 - August 2010
TIAA-CREF February 2007 - February 2008
TIAA-CREF June 2000 - February 2007
TIAA-CREF October 1997 - June 2000
Skills
Retirement, Retirement Planning, Income Tax, 401k, Employee Benefits, Personal Finance, Financial Advisory, Process Improvement, Uniform Combined State..., Banking, Internal Controls, Relationship Management, Wealth, Life Insurance, Finance, Pensions, Executive Management, Due Diligence, Equities, Financial Risk, Enterprise Risk..., Financial Services, Management, Risk Management, Business Analysis
Education
New York Law School 2003 — 2005
Master of Laws (LLM), Tax
New York Law School 1995 — 1999
Doctor of Law (JD), Tax
The College of New Jersey 1987 — 1991
BA, political science
Gillian Arecchi's Charles Schwab Experience September 2007 - Present
Job Reg. Rep at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab September 2007 - Present
Merrill Lynch June 2005 - May 2007
Education
New York University 2001 — 2005
BFA, Music Performance - Bassoon
Charles Schwab September 2007 - Present
Merrill Lynch June 2005 - May 2007
Education
New York University 2001 — 2005
BFA, Music Performance - Bassoon
Laura Dierks's Charles Schwab Experience September 2000 - September 2001
Job Independent Operator
Industry Wine and Spirits
Experience
Montessori Day School of Brooklyn May 2013 - Present
PMI NYC Chapter January 2013 - February 2014
Van Brunt Stillhouse December 2012 - June 2013
PMI NYC Chapter January 2012 - December 2012
Independent Consulting August 2003 - November 2012
Conchango September 2002 - August 2003
Charles Schwab September 2000 - September 2001
Diageo / United Distillers and Vintners North America 1998 - May 2000
Information Access Co. 1995 - 1997
Skills
Business Analysis, Program Management, PMP, Project Management, Change Management, Process Improvement, Team Leadership, Project Portfolio..., Software Project..., Requirements Analysis, Data Analysis, Business Process, Business Process..., MS Project, Team Building, Digital Project..., IT Strategy, Management Consulting
Education
New York University
Graduate Certificate, Construction Project Management
University of Delaware 1988 — 2004
Bachelor of Science (B.S.), Geological and Earth Sciences/Geosciences
Montessori Day School of Brooklyn May 2013 - Present
PMI NYC Chapter January 2013 - February 2014
Van Brunt Stillhouse December 2012 - June 2013
PMI NYC Chapter January 2012 - December 2012
Independent Consulting August 2003 - November 2012
Conchango September 2002 - August 2003
Charles Schwab September 2000 - September 2001
Diageo / United Distillers and Vintners North America 1998 - May 2000
Information Access Co. 1995 - 1997
Skills
Business Analysis, Program Management, PMP, Project Management, Change Management, Process Improvement, Team Leadership, Project Portfolio..., Software Project..., Requirements Analysis, Data Analysis, Business Process, Business Process..., MS Project, Team Building, Digital Project..., IT Strategy, Management Consulting
Education
New York University
Graduate Certificate, Construction Project Management
University of Delaware 1988 — 2004
Bachelor of Science (B.S.), Geological and Earth Sciences/Geosciences
Joanna Arredondo's Charles Schwab Experience January 2007 - May 2007
Job Tax Accountant, Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young July 2008 - Present
Charles Schwab January 2007 - May 2007
Cintas May 2005 - September 2005
Skills
Tax, Income Tax, Management, International Tax, Human Resources, Project Planning, Fundraising, Tax Accounting
Education
New York University 2004 — 2008
Accounting, Business
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science (BS), Accounting and Business/Management
Ernst & Young July 2008 - Present
Charles Schwab January 2007 - May 2007
Cintas May 2005 - September 2005
Skills
Tax, Income Tax, Management, International Tax, Human Resources, Project Planning, Fundraising, Tax Accounting
Education
New York University 2004 — 2008
Accounting, Business
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science (BS), Accounting and Business/Management
Kalyan (Kal) Kuchimanchi's Charles Schwab Experience September 2015 - Present
Job Business Development Officer, Corporate Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab August 2012 - Present
Barclays Capital 2009 - August 2012
Lehman Brothers June 2008 - August 2008
Banc of America Securities May 2005 - August 2007
GFI Group 2002 - 2005
Newtonion Networks (Start-up) January 2002 - August 2002
Skills
Start-ups, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Negotiation, Sales, Capital Markets, Equities, Emerging Markets, Private Equity, Sales Operations, Management, Business Strategy, Business Analysis
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Master of Business Administration (MBA)
New Jersey Institute of Technology 2000 — 2002
Master of Science (MS), Computer Science
Charles Schwab September 2015 - Present
Charles Schwab August 2012 - Present
Barclays Capital 2009 - August 2012
Lehman Brothers June 2008 - August 2008
Banc of America Securities May 2005 - August 2007
GFI Group 2002 - 2005
Newtonion Networks (Start-up) January 2002 - August 2002
Skills
Start-ups, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Negotiation, Sales, Capital Markets, Equities, Emerging Markets, Private Equity, Sales Operations, Management, Business Strategy, Business Analysis
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Master of Business Administration (MBA)
New Jersey Institute of Technology 2000 — 2002
Master of Science (MS), Computer Science
Jeriad Paul's Charles Schwab Experience August 2008 - June 2014
Job Manager, Global Investment Control at Capital Group
Industry Financial Services
Experience
Capital Group April 2015 - Present
BNY Mellon September 2014 - April 2015
Charles Schwab August 2008 - June 2014
AST Capital Trust June 2007 - July 2008
Fiserv ISS June 2000 - June 2007
Skills
Leadership, Management, Thought Leadership, Employee Engagement, Employee Relations, Team Building, Cross-functional Team..., Trading, Financial Services, Mutual Funds, Securities, Operations Management, Equities, Fixed Income, Corporate Actions, Alternative Investments, Variable Products, Relationship Management, Command, High Achiever, Project Management, Agile Project Management, Business Process..., Process Improvement, Kaizen, Agile & Waterfall..., Risk Management, 401k, Banking, Retirement Planning, Wealth Management
Education
North Dakota State University 1993 — 1999
Bachelor of Science (BS), Finance
Capital Group April 2015 - Present
BNY Mellon September 2014 - April 2015
Charles Schwab August 2008 - June 2014
AST Capital Trust June 2007 - July 2008
Fiserv ISS June 2000 - June 2007
Skills
Leadership, Management, Thought Leadership, Employee Engagement, Employee Relations, Team Building, Cross-functional Team..., Trading, Financial Services, Mutual Funds, Securities, Operations Management, Equities, Fixed Income, Corporate Actions, Alternative Investments, Variable Products, Relationship Management, Command, High Achiever, Project Management, Agile Project Management, Business Process..., Process Improvement, Kaizen, Agile & Waterfall..., Risk Management, 401k, Banking, Retirement Planning, Wealth Management
Education
North Dakota State University 1993 — 1999
Bachelor of Science (BS), Finance
Rob Carver's Charles Schwab Experience July 1992 - June 2003
Job Regional Business Director Oncology at Dara Biosciences
Industry Pharmaceuticals
Experience
Dara Biosciences June 2013 - Present
Sunovion Pharmaceuticals Inc. (formally Sepracor) March 2009 - March 2013
Publicis Selling Solutions July 2008 - February 2009
ProEthic Pharmaceuticals August 2004 - July 2008
UniTrust Financial December 2003 - March 2004
Charles Schwab July 1992 - June 2003
JW Gant Investment Bankers June 1991 - July 1992
Skills
Business Development, Pharmaceutical Sales, Contract Negotiation, Outside business to..., Investment Banking, Investment Management, Territory..., Public Speaking, Business plan..., Marketing Event Planning, Strategic Planning, Salesforce Training, Capital Markets, Territory Management, Territory Development, Compliance, Arbitration, Sales, Endocrinology, Urology, Neurology, Cardiology, Sales Force Development, Pharmaceutical Industry, Infectious Diseases, Gastroenterology, Asthma
Education
Almeda University
Bachelor of Business Administration (B.B.A.), Business Administration
Niagara County Community College
Dara Biosciences June 2013 - Present
Sunovion Pharmaceuticals Inc. (formally Sepracor) March 2009 - March 2013
Publicis Selling Solutions July 2008 - February 2009
ProEthic Pharmaceuticals August 2004 - July 2008
UniTrust Financial December 2003 - March 2004
Charles Schwab July 1992 - June 2003
JW Gant Investment Bankers June 1991 - July 1992
Skills
Business Development, Pharmaceutical Sales, Contract Negotiation, Outside business to..., Investment Banking, Investment Management, Territory..., Public Speaking, Business plan..., Marketing Event Planning, Strategic Planning, Salesforce Training, Capital Markets, Territory Management, Territory Development, Compliance, Arbitration, Sales, Endocrinology, Urology, Neurology, Cardiology, Sales Force Development, Pharmaceutical Industry, Infectious Diseases, Gastroenterology, Asthma
Education
Almeda University
Bachelor of Business Administration (B.B.A.), Business Administration
Niagara County Community College
Debbie Farstead's Charles Schwab Experience January 2014 - Present
Job Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Prudential Insurance Company of America, Newark, NJ October 2009 - January 2014
Wachovia Securities July 2007 - April 2009
Moran Wealth Management September 2006 - July 2007
The Lyle Anderson Company June 2002 - July 2006
Education
New Mexico State University 1987 — 1989
BS Home Ec, Clothing Textiles & Fashion Merchandising
Charles Schwab January 2014 - Present
Prudential Insurance Company of America, Newark, NJ October 2009 - January 2014
Wachovia Securities July 2007 - April 2009
Moran Wealth Management September 2006 - July 2007
The Lyle Anderson Company June 2002 - July 2006
Education
New Mexico State University 1987 — 1989
BS Home Ec, Clothing Textiles & Fashion Merchandising
HITEN SHARMA's Charles Schwab Experience March 2007 - June 2008
Job IDC Network Technician at AT & T
Industry Financial Services
Experience
AT & T June 2009 - Present
Bank of America June 2008 - November 2008
Charles Schwab March 2007 - June 2008
AIG American General September 2006 - March 2007
BNP Paribas March 2005 - September 2006
J&J @ C3I Inc. January 2005 - February 2005
Thomson Financial Services February 1999 - November 2002
Education
New Jersey City University 2000 — 2003
BS in Computer Science
Vasant High School., Ahemedabad, Guarat, India
AT & T June 2009 - Present
Bank of America June 2008 - November 2008
Charles Schwab March 2007 - June 2008
AIG American General September 2006 - March 2007
BNP Paribas March 2005 - September 2006
J&J @ C3I Inc. January 2005 - February 2005
Thomson Financial Services February 1999 - November 2002
Education
New Jersey City University 2000 — 2003
BS in Computer Science
Vasant High School., Ahemedabad, Guarat, India
Nancy Romney's Charles Schwab Experience March 2015 - Present
Job Charles Schwab
Industry Banking
Experience
Charles Schwab March 2015 - Present
Fisher Investments January 2013 - February 2015
Credit Suisse January 2008 - December 2012
Education
North Carolina State University - College of Management 2003 — 2007
BS, Business Management & Finance
North Carolina State University
Charles Schwab March 2015 - Present
Fisher Investments January 2013 - February 2015
Credit Suisse January 2008 - December 2012
Education
North Carolina State University - College of Management 2003 — 2007
BS, Business Management & Finance
North Carolina State University
Shizu Takemasa's Charles Schwab Experience December 2013 - Present
Job
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Charles Schwab August 2009 - November 2012
Charles Schwab August 2007 - July 2009
Charles Schwab October 2005 - July 2007
Lawrence Johnson & Associates May 2002 - September 2005
Skills
Project Management, 401k, PowerPoint, Product Management, Product Development, Business Process, Cash Management, Pension Administration, Excel
Education
University of California, Berkeley
Bachelor's Degree, Business Administration and Management, General
National University of Singapore
Study Abroad Program
Charles Schwab December 2013 - Present
Charles Schwab August 2009 - November 2012
Charles Schwab August 2007 - July 2009
Charles Schwab October 2005 - July 2007
Lawrence Johnson & Associates May 2002 - September 2005
Skills
Project Management, 401k, PowerPoint, Product Management, Product Development, Business Process, Cash Management, Pension Administration, Excel
Education
University of California, Berkeley
Bachelor's Degree, Business Administration and Management, General
National University of Singapore
Study Abroad Program
Emon Hill's Charles Schwab Experience November 2003 - February 2005
Job Consultant Specialist at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2015 - Present
Accenture September 2012 - February 2015
Advanced MarketPlace (AMP) May 2012 - August 2012
CareFusion June 2011 - March 2012
LANDesk Software March 2010 - May 2011
Symantec April 2008 - March 2010
Unisys March 2007 - April 2008
Baydynamics February 2005 - March 2007
Charles Schwab November 2003 - February 2005
Charles Schwab April 1995 - November 2003
Skills
Active Directory, Data Center, Cloud Computing, Servers, Disaster Recovery, Security, VMware ESX, Microsoft Exchange, Windows Server, ITIL, Operating Systems, Windows XP, System Deployment, Troubleshooting, Citrix, SaaS
Education
Norfolk State University 1995 — 1999
BS, MIS
Kaiser Permanente March 2015 - Present
Accenture September 2012 - February 2015
Advanced MarketPlace (AMP) May 2012 - August 2012
CareFusion June 2011 - March 2012
LANDesk Software March 2010 - May 2011
Symantec April 2008 - March 2010
Unisys March 2007 - April 2008
Baydynamics February 2005 - March 2007
Charles Schwab November 2003 - February 2005
Charles Schwab April 1995 - November 2003
Skills
Active Directory, Data Center, Cloud Computing, Servers, Disaster Recovery, Security, VMware ESX, Microsoft Exchange, Windows Server, ITIL, Operating Systems, Windows XP, System Deployment, Troubleshooting, Citrix, SaaS
Education
Norfolk State University 1995 — 1999
BS, MIS
Darius Jones's Charles Schwab Experience July 2007 - April 2008
Job Finance Park Program Manager at Junior Achievement Rocky Mountain, Inc.
Industry Marketing and Advertising
Experience
Junior Achievement- Rocky Mountain, Inc. July 2013 - Present
The Center for Relationship Education December 2012 - Present
Dex One 2012 - 2013
Ashford University October 2011 - October 2012
Total Home Exteriors November 2008 - October 2011
Old Mutual Investment Group April 2008 - September 2008
Charles Schwab July 2007 - April 2008
Wells Fargo November 2005 - July 2007
Centrix Financial 2003 - 2005
Skills
Salesforce.com, Customer Service, Selling, Credit, Series 63, Marketing, Sales, Portfolio Management, Management, New Business Development, Process Improvement, Mutual Funds, Series 7, Public Speaking, Time Management, Analysis, Leadership, Finance, Banking, Financial Services, Training, Team Building, Strategic Planning, Budgets, Program Management, Fundraising, Team Leadership, Leadership Development, Strategy, Coaching, Nonprofits, Recruiting, Marketing Strategy, Customer Retention, Account Management, Relationship Management
Education
New Mexico State University
BA, Business, Marketing
Junior Achievement- Rocky Mountain, Inc. July 2013 - Present
The Center for Relationship Education December 2012 - Present
Dex One 2012 - 2013
Ashford University October 2011 - October 2012
Total Home Exteriors November 2008 - October 2011
Old Mutual Investment Group April 2008 - September 2008
Charles Schwab July 2007 - April 2008
Wells Fargo November 2005 - July 2007
Centrix Financial 2003 - 2005
Skills
Salesforce.com, Customer Service, Selling, Credit, Series 63, Marketing, Sales, Portfolio Management, Management, New Business Development, Process Improvement, Mutual Funds, Series 7, Public Speaking, Time Management, Analysis, Leadership, Finance, Banking, Financial Services, Training, Team Building, Strategic Planning, Budgets, Program Management, Fundraising, Team Leadership, Leadership Development, Strategy, Coaching, Nonprofits, Recruiting, Marketing Strategy, Customer Retention, Account Management, Relationship Management
Education
New Mexico State University
BA, Business, Marketing
Danielle Ancrile's Charles Schwab Experience January 2012 - April 2014
Job Freelance Graphic Designer
Industry Design
Experience
UBS Wealth Management April 2014 - January 2015
Charles Schwab January 2012 - April 2014
Charles Schwab October 2008 - January 2012
CNL February 2007 - October 2008
Skills
Financial Services, Mutual Funds, Series 63, Series 7, FINRA, Client Services, Microsoft Office, Investments, Alternative Investments, Customer Service, Public Speaking, Financial Planning, Marketing, Social Media, JavaScript, Administrative..., Executive..., Finance, Management, Sales, Office Management, Concur, Website Updating, Onboarding, Follow-through Skills, Project Management, Project Planning, Executive Calendar..., Heavy Calendaring, Google Docs, Microsoft Excel, Microsoft Word, Negotiation
Education
New York University
Graphic Design
UBS Wealth Management April 2014 - January 2015
Charles Schwab January 2012 - April 2014
Charles Schwab October 2008 - January 2012
CNL February 2007 - October 2008
Skills
Financial Services, Mutual Funds, Series 63, Series 7, FINRA, Client Services, Microsoft Office, Investments, Alternative Investments, Customer Service, Public Speaking, Financial Planning, Marketing, Social Media, JavaScript, Administrative..., Executive..., Finance, Management, Sales, Office Management, Concur, Website Updating, Onboarding, Follow-through Skills, Project Management, Project Planning, Executive Calendar..., Heavy Calendaring, Google Docs, Microsoft Excel, Microsoft Word, Negotiation
Education
New York University
Graphic Design
Penni Evenden's Charles Schwab Experience May 1999 - Present
Job Operational services
Industry Financial Services
Experience
Charles Schwab May 1999 - Present
Walt Disney World 1991 - 1999
Education
Niagara University 1987 — 1991
homer high school 1984 — 1987
Charles Schwab May 1999 - Present
Walt Disney World 1991 - 1999
Education
Niagara University 1987 — 1991
homer high school 1984 — 1987
Jack Ramsay's Charles Schwab Experience September 1991 - July 2002
Job Management
Industry Banking
Experience
PBC Credit Union August 2009 - Present
TD Ameritrade June 2005 - October 2008
Charles Schwab September 1991 - July 2002
Skills
Management, Credit
Education
New York Institute of Technology
Bachelors of Fine Arts
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (BFA), Communication, General
PBC Credit Union August 2009 - Present
TD Ameritrade June 2005 - October 2008
Charles Schwab September 1991 - July 2002
Skills
Management, Credit
Education
New York Institute of Technology
Bachelors of Fine Arts
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (BFA), Communication, General
Laura Dunk, MBA's Charles Schwab Experience July 2012 - February 2013
Job Business Analyst at iWorks Corp
Industry Information Technology and Services
Experience
iWorks Corporation July 2013 - Present
Charles Schwab July 2012 - February 2013
MoneyGram International September 2008 - April 2012
CITIFINANCIAL March 2007 - September 2008
SUNTRUST BANK, INC May 2002 - November 2006
MECHANICS AND FARMERS BANK January 2001 - May 2002
Skills
Compliance, Administration, Team Building, Access, Excel, Project Management, Problem Solving, Customer Service, Community Outreach, Fraud, Business Analysis, Business Process..., System Administration, Microsoft Excel, Risk Management, Credit, Program Management, Banking
Education
Strayer University 2004 — 2008
Master, Business Administration; Management
North Carolina Central University 1997 — 2001
Bachelor of Business Administration, Marketing
iWorks Corporation July 2013 - Present
Charles Schwab July 2012 - February 2013
MoneyGram International September 2008 - April 2012
CITIFINANCIAL March 2007 - September 2008
SUNTRUST BANK, INC May 2002 - November 2006
MECHANICS AND FARMERS BANK January 2001 - May 2002
Skills
Compliance, Administration, Team Building, Access, Excel, Project Management, Problem Solving, Customer Service, Community Outreach, Fraud, Business Analysis, Business Process..., System Administration, Microsoft Excel, Risk Management, Credit, Program Management, Banking
Education
Strayer University 2004 — 2008
Master, Business Administration; Management
North Carolina Central University 1997 — 2001
Bachelor of Business Administration, Marketing
Jaci Hall, CFE, CAMS's Charles Schwab Experience March 2015 - Present
Job Sr. Team Manager AML Compliance Monitoring and Investigations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Technica Solutions July 2014 - March 2015
MoneyGram International March 2013 - May 2014
MoneyGram International November 2010 - March 2013
MoneyGram International January 2009 - November 2011
MoneyGram International November 2007 - January 2009
MoneyGram International March 2005 - November 2007
ShopNBC 2002 - 2004
Skills
CFE, Fraud Prevention, Fraud, eCommerce, Investigation, Risk Management, Customer Service, Training, Auditing, E-commerce, Financial Risk, Financial Services, Internal Controls, Management, Program Management, Credit, Business Analysis, Analytics, Leadership
Education
Concordia University-St. Paul 2003 — 2005
Bachelor of Arts (BA), Organizational Management and Communication
Normandale Community College 1999 — 2002
Associate of Arts and Sciences (AAS), Accounting Technolgoy
Charles Schwab March 2015 - Present
Technica Solutions July 2014 - March 2015
MoneyGram International March 2013 - May 2014
MoneyGram International November 2010 - March 2013
MoneyGram International January 2009 - November 2011
MoneyGram International November 2007 - January 2009
MoneyGram International March 2005 - November 2007
ShopNBC 2002 - 2004
Skills
CFE, Fraud Prevention, Fraud, eCommerce, Investigation, Risk Management, Customer Service, Training, Auditing, E-commerce, Financial Risk, Financial Services, Internal Controls, Management, Program Management, Credit, Business Analysis, Analytics, Leadership
Education
Concordia University-St. Paul 2003 — 2005
Bachelor of Arts (BA), Organizational Management and Communication
Normandale Community College 1999 — 2002
Associate of Arts and Sciences (AAS), Accounting Technolgoy
Floriene Allen's Charles Schwab Experience March 2010 - Present
Job Retired
Industry Information Technology and Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab February 2008 - June 2009
Texas Department of Family and Protective Services September 2007 - December 2007
Countrywide Home Loans June 1995 - December 2006
Hughes Aircraft Company September 1979 - May 1995
Education
National University 1985 — 1988
BA, Business/Computer Information Systems
Charles Schwab March 2010 - Present
Charles Schwab February 2008 - June 2009
Texas Department of Family and Protective Services September 2007 - December 2007
Countrywide Home Loans June 1995 - December 2006
Hughes Aircraft Company September 1979 - May 1995
Education
National University 1985 — 1988
BA, Business/Computer Information Systems
Rachel Johnson's Charles Schwab Experience November 2010 - October 2011
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
Ameritrade July 2006 - Present
Charles Schwab November 2010 - October 2011
TD Ameritrade July 2006 - December 2010
Kincora Inc September 2005 - December 2005
Injured Workers Pharmacy January 2003 - September 2005
Clear Channel Communications August 2002 - January 2003
Newburyport Whale Watch April 2001 - April 2002
Blockbuster Video January 1999 - January 2002
Skills
Outlook, Customer Service, Training, Inventory Management, Microsoft Excel, Sales, Microsoft Office, PowerPoint
Education
New England College 1998 — 2002
B.A, Business Administration; Finance and Management
Spa Tech Institute
Bachelor's degree, Accounting and Finance
Ameritrade July 2006 - Present
Charles Schwab November 2010 - October 2011
TD Ameritrade July 2006 - December 2010
Kincora Inc September 2005 - December 2005
Injured Workers Pharmacy January 2003 - September 2005
Clear Channel Communications August 2002 - January 2003
Newburyport Whale Watch April 2001 - April 2002
Blockbuster Video January 1999 - January 2002
Skills
Outlook, Customer Service, Training, Inventory Management, Microsoft Excel, Sales, Microsoft Office, PowerPoint
Education
New England College 1998 — 2002
B.A, Business Administration; Finance and Management
Spa Tech Institute
Bachelor's degree, Accounting and Finance
Joshua Nowasell's Charles Schwab Experience August 2011 - August 2013
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2015 - Present
J.P. Morgan August 2013 - March 2015
Charles Schwab August 2011 - August 2013
Peace Corps January 2011 - June 2011
Wells Fargo January 2010 - December 2010
Wachovia August 2008 - January 2010
Hard Rock Cafe May 2006 - August 2008
Skills
Sales, Market Planning, Finance, Sales Process, Marketing Research, Training, Phone Skills
Education
Niagara University 2007 — 2008
MBA, International Commerce
Niagara University 2007 — 2008
Master, Business Administration; International Business, 3.89
Niagara University 2003 — 2007
Bachelors, Commerce, Marketing, French, 3.44
UNIVERSITÉ CATHOLIQUE DE L'OUEST 2005 — 2005
French Language and Literature
Schiller International University
European Culture and Governmental Practices
Wells Fargo Advisors, LLC March 2015 - Present
J.P. Morgan August 2013 - March 2015
Charles Schwab August 2011 - August 2013
Peace Corps January 2011 - June 2011
Wells Fargo January 2010 - December 2010
Wachovia August 2008 - January 2010
Hard Rock Cafe May 2006 - August 2008
Skills
Sales, Market Planning, Finance, Sales Process, Marketing Research, Training, Phone Skills
Education
Niagara University 2007 — 2008
MBA, International Commerce
Niagara University 2007 — 2008
Master, Business Administration; International Business, 3.89
Niagara University 2003 — 2007
Bachelors, Commerce, Marketing, French, 3.44
UNIVERSITÉ CATHOLIQUE DE L'OUEST 2005 — 2005
French Language and Literature
Schiller International University
European Culture and Governmental Practices
David Schwarz's Charles Schwab Experience May 1989 - October 1995
Job Brill securities
Industry Financial Services
Experience
Brill Securities January 2013 - Present
Mint partners (BGC) February 2010 - April 2012
Brill Securities April 2011 - March 2012
WR Hambrecht + Co January 2006 - March 2008
hudson securities 2005 - 2006
Fulcrum Global Partners April 2002 - October 2004
Knight Securities October 1995 - April 2002
Knight Capital Group 2000 - 2002
Charles Schwab May 1989 - October 1995
Skills
Equities, Trading, Equity Trading, Hedge Funds, Series 7, Series 63, Securities, Trading Systems, Private Equity, Electronic Trading, Series 24, Options, Bloomberg, Capital Markets, Financial Markets, Alternative Investments, Emerging Markets, Proprietary Trading, Fixed Income, Investments, FINRA, Commodity, ETFs, Investment Banking, Institutional..., Investor Relations, Market Making, Trading Strategies, Equity Research, Investment Strategies, Market Structure, Portfolio Management, Bonds, Stocks, Asset Management, Mutual Funds, Asset Allocation, Hedging, Valuation, Equity Derivatives, Traders, Investment Advisory, Series 65, Prime Brokerage
Education
New York University 1983 — 1987
BS, Finance
Brill Securities January 2013 - Present
Mint partners (BGC) February 2010 - April 2012
Brill Securities April 2011 - March 2012
WR Hambrecht + Co January 2006 - March 2008
hudson securities 2005 - 2006
Fulcrum Global Partners April 2002 - October 2004
Knight Securities October 1995 - April 2002
Knight Capital Group 2000 - 2002
Charles Schwab May 1989 - October 1995
Skills
Equities, Trading, Equity Trading, Hedge Funds, Series 7, Series 63, Securities, Trading Systems, Private Equity, Electronic Trading, Series 24, Options, Bloomberg, Capital Markets, Financial Markets, Alternative Investments, Emerging Markets, Proprietary Trading, Fixed Income, Investments, FINRA, Commodity, ETFs, Investment Banking, Institutional..., Investor Relations, Market Making, Trading Strategies, Equity Research, Investment Strategies, Market Structure, Portfolio Management, Bonds, Stocks, Asset Management, Mutual Funds, Asset Allocation, Hedging, Valuation, Equity Derivatives, Traders, Investment Advisory, Series 65, Prime Brokerage
Education
New York University 1983 — 1987
BS, Finance
Mark O'Grady's Charles Schwab Experience November 1997 - July 1998
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America May 2015 - Present
Bank of America - Merrill Lynch July 1998 - May 2015
Charles Schwab November 1997 - July 1998
Ferzan, Robbins & Associates May 1997 - November 1997
New York Hospital Queens October 1995 - May 1997
The Bank of New York May 1995 - September 1995
Goldman Sachs October 1993 - March 1995
State University of New York at Buffalo January 1992 - June 1993
St. Louis Children's Hospital August 1988 - December 1989
Skills
Construction Management, Construction, Corporate Real Estate, Architecture, Feasibility Studies, Project Planning, Mixed-use, Real Estate Development, Contract Negotiation, Facilities Management, Project Management, MS Project, Space-planning, Process Scheduler, Asset Managment, Strategic Planning, Architectural Design, Submittals, Green Building, Budgets, Strategy, Leadership, Property Management, Change Management, Procurement, Equities, Asset Management
Education
University at Buffalo 1991 — 1993
M.Arch, Architecture
New York Institute of Technology 1990 — 1990
Architecture
University of Florida 1990 — 1990
Construction Management
Washington University in St. Louis 1987 — 1989
BA, Architecture
Bank of America May 2015 - Present
Bank of America - Merrill Lynch July 1998 - May 2015
Charles Schwab November 1997 - July 1998
Ferzan, Robbins & Associates May 1997 - November 1997
New York Hospital Queens October 1995 - May 1997
The Bank of New York May 1995 - September 1995
Goldman Sachs October 1993 - March 1995
State University of New York at Buffalo January 1992 - June 1993
St. Louis Children's Hospital August 1988 - December 1989
Skills
Construction Management, Construction, Corporate Real Estate, Architecture, Feasibility Studies, Project Planning, Mixed-use, Real Estate Development, Contract Negotiation, Facilities Management, Project Management, MS Project, Space-planning, Process Scheduler, Asset Managment, Strategic Planning, Architectural Design, Submittals, Green Building, Budgets, Strategy, Leadership, Property Management, Change Management, Procurement, Equities, Asset Management
Education
University at Buffalo 1991 — 1993
M.Arch, Architecture
New York Institute of Technology 1990 — 1990
Architecture
University of Florida 1990 — 1990
Construction Management
Washington University in St. Louis 1987 — 1989
BA, Architecture
Jan Richman's Charles Schwab Experience 2011 - 2011
Job Writer, editor, proofreader, scamp
Industry Marketing and Advertising
Experience
Eleven, Inc. June 2011 - Present
Autodesk, Inc. October 2007 - Present
Freelance 1995 - Present
The Clorox Company April 2011 - July 2013
Charles Schwab 2011 - 2011
McCann Erickson 2004 - 2007
SFGate.com/San Francisco Chronicle 1999 - 2001
6,500 1998 - 2001
Landmark Theatres 1993 - 1996
Skills
Copywriting, Copy Editing, Editing, Proofreading, Writing, Social Media, Blogging, Creative Writing, Content Strategy, Advertising, Editorial, Publishing, Structural Editing, Academic Tutoring, University Teaching
Education
New York University
MA, Creative Writing
San Francisco State University
BA, Creative Writing/English
UC Irvine
English/Theatre
Eleven, Inc. June 2011 - Present
Autodesk, Inc. October 2007 - Present
Freelance 1995 - Present
The Clorox Company April 2011 - July 2013
Charles Schwab 2011 - 2011
McCann Erickson 2004 - 2007
SFGate.com/San Francisco Chronicle 1999 - 2001
6,500 1998 - 2001
Landmark Theatres 1993 - 1996
Skills
Copywriting, Copy Editing, Editing, Proofreading, Writing, Social Media, Blogging, Creative Writing, Content Strategy, Advertising, Editorial, Publishing, Structural Editing, Academic Tutoring, University Teaching
Education
New York University
MA, Creative Writing
San Francisco State University
BA, Creative Writing/English
UC Irvine
English/Theatre
Tjarda Ward, MBA's Charles Schwab Experience September 2015 - Present
Job Senior Client Services Manager at Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Vanguard August 2014 - September 2015
Vanguard August 2012 - August 2014
Vanguard June 2011 - August 2012
Vanguard October 2010 - May 2011
East Valley Consulting, Inc. July 2010 - September 2010
Austrian Consultants January 2007 - August 2007
Skills
Microsoft Excel, Bloomberg Terminal, Accounting, Relius, PowerPoint, Word, Lotus Notes, Thomson One, NICE, Siebel, Documentum, 401k, Qualified Retirement..., NQP's, Form 5500, Customer Service, Microsoft Word, Finance, Mutual Funds, Investments, Retirement, Financial Analysis, Retirement Planning, Series 63, Microsoft Office, Asset Allocation
Education
Northern Arizona University, College of Business Administration 2009 — 2010
Master of Business Administration (M.B.A.), Management
Northern Arizona University, College of Business Administration 2007 — 2008
Bachelor, International Hospitality Management
NHTV Internationale Hogeschool Breda 2004 — 2008
Bachelor, International Tourism Management and Consultancy
Charles Schwab September 2015 - Present
Vanguard August 2014 - September 2015
Vanguard August 2012 - August 2014
Vanguard June 2011 - August 2012
Vanguard October 2010 - May 2011
East Valley Consulting, Inc. July 2010 - September 2010
Austrian Consultants January 2007 - August 2007
Skills
Microsoft Excel, Bloomberg Terminal, Accounting, Relius, PowerPoint, Word, Lotus Notes, Thomson One, NICE, Siebel, Documentum, 401k, Qualified Retirement..., NQP's, Form 5500, Customer Service, Microsoft Word, Finance, Mutual Funds, Investments, Retirement, Financial Analysis, Retirement Planning, Series 63, Microsoft Office, Asset Allocation
Education
Northern Arizona University, College of Business Administration 2009 — 2010
Master of Business Administration (M.B.A.), Management
Northern Arizona University, College of Business Administration 2007 — 2008
Bachelor, International Hospitality Management
NHTV Internationale Hogeschool Breda 2004 — 2008
Bachelor, International Tourism Management and Consultancy
Bharti Shah's Charles Schwab Experience August 2014 - Present
Job Executive Assistant Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Grant Thornton LLP May 2013 - May 2014
Grant Thornton LLP 2006 - April 2013
San Francisco Education Fund 2004 - 2006
Foster City Chamber of Commerce 2003 - 2004
ERPWorld 1999 - 2000
Education
University of California, Berkeley 2001 — 2003
Certificate in Accounting for Controllers
National University of Singapore
B.A.(Honors)
Charles Schwab August 2014 - Present
Grant Thornton LLP May 2013 - May 2014
Grant Thornton LLP 2006 - April 2013
San Francisco Education Fund 2004 - 2006
Foster City Chamber of Commerce 2003 - 2004
ERPWorld 1999 - 2000
Education
University of California, Berkeley 2001 — 2003
Certificate in Accounting for Controllers
National University of Singapore
B.A.(Honors)
Limin Tseng's Charles Schwab Experience November 1999 - February 2005
Job business owner at Health By Limin
Industry Health, Wellness and Fitness
Experience
Health By Limin November 2009 - Present
Health By Limin November 2009 - Present
Charles Schwab November 1999 - February 2005
Charles Schwab 1999 - 2002
IMS - Net 1997 - 1999
Skills
Management, Program Management, Integration, Marketing, Marketing Strategy, Public Speaking, Leadership, Research, Product Management, Software Development
Education
New York University
MA, Performance Studies
Health By Limin November 2009 - Present
Health By Limin November 2009 - Present
Charles Schwab November 1999 - February 2005
Charles Schwab 1999 - 2002
IMS - Net 1997 - 1999
Skills
Management, Program Management, Integration, Marketing, Marketing Strategy, Public Speaking, Leadership, Research, Product Management, Software Development
Education
New York University
MA, Performance Studies
Jason Hershiser's Charles Schwab Experience 2007 - 2008
Job Principal Business Economics Analyst at The Timken Company
Industry Mechanical or Industrial Engineering
Experience
The Timken Company June 2015 - Present
The Timken Company July 2014 - June 2015
The Timken Company June 2013 - July 2014
The Timken Company May 2011 - May 2013
Robert Half International October 2008 - May 2011
Charles Schwab 2007 - 2008
Windstream Communications 2006 - 2007
Alltel Wireless 2004 - 2006
Skills
Financial Analysis, Financial Reporting, Forecasting, Business Planning, Capital Budgeting, DCF Valuation, Accounting, SAP, Microsoft Excel, Hyperion Planning, Recruiting, Technical Recruiting, Consolidation, Executive Search, Contract Recruitment, Financial Accounting
Education
University of Michigan-Dearborn 2010 — 2013
Master of Business Administration (MBA)
University of Michigan-Dearborn 2007 — 2010
Master of Science (M.S.), Finance
The University of Akron 2004 — 2007
Bachelor of Science (B.S.), Finance
North Central State College 2000 — 2004
Associate's degree, Business Administration and Management, General
The Timken Company June 2015 - Present
The Timken Company July 2014 - June 2015
The Timken Company June 2013 - July 2014
The Timken Company May 2011 - May 2013
Robert Half International October 2008 - May 2011
Charles Schwab 2007 - 2008
Windstream Communications 2006 - 2007
Alltel Wireless 2004 - 2006
Skills
Financial Analysis, Financial Reporting, Forecasting, Business Planning, Capital Budgeting, DCF Valuation, Accounting, SAP, Microsoft Excel, Hyperion Planning, Recruiting, Technical Recruiting, Consolidation, Executive Search, Contract Recruitment, Financial Accounting
Education
University of Michigan-Dearborn 2010 — 2013
Master of Business Administration (MBA)
University of Michigan-Dearborn 2007 — 2010
Master of Science (M.S.), Finance
The University of Akron 2004 — 2007
Bachelor of Science (B.S.), Finance
North Central State College 2000 — 2004
Associate's degree, Business Administration and Management, General
Leary Forehand's Charles Schwab Experience November 2003 - March 2006
Job Systems Quality Assurance Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2006 - Present
Charles Schwab November 2003 - March 2006
Wachovia, A Wells Fargo Company April 1998 - November 2003
Skills
Software Quality..., Agile Testing, User Acceptance Testing, Quality Center, Qualified Retirement..., SDLC, Data Mining, Data Acquisition, Mergers, Version One, SQL, T-SQL, HTML, XML, Linux, Unix, Talx, VAX, Requirements Gathering, Requirements Analysis, SharePoint, Process Improvement, Business Analysis, Quality Assurance, Agile Methodologies, Visio
Education
North Carolina State University 1984 — 1990
Bachelor's Degree, Business Administration
W.G. Enloe High School 1980 — 1984
High School
Wells Fargo March 2006 - Present
Charles Schwab November 2003 - March 2006
Wachovia, A Wells Fargo Company April 1998 - November 2003
Skills
Software Quality..., Agile Testing, User Acceptance Testing, Quality Center, Qualified Retirement..., SDLC, Data Mining, Data Acquisition, Mergers, Version One, SQL, T-SQL, HTML, XML, Linux, Unix, Talx, VAX, Requirements Gathering, Requirements Analysis, SharePoint, Process Improvement, Business Analysis, Quality Assurance, Agile Methodologies, Visio
Education
North Carolina State University 1984 — 1990
Bachelor's Degree, Business Administration
W.G. Enloe High School 1980 — 1984
High School
Julie Proctor's Charles Schwab Experience December 2014 - Present
Job Senior SpecialistCorporate Vendor Management at Charles Schwab
Industry Renewables & Environment
Experience
Charles Schwab December 2014 - Present
Charles Schwab December 2013 - December 2014
National Renewable Energy Laboratory May 2007 - December 2013
Skills
Travel Management, Budgets, Policy
Education
North Dakota State University 1989 — 1994
BS, Hospitality & Tourism
Charles Schwab December 2014 - Present
Charles Schwab December 2013 - December 2014
National Renewable Energy Laboratory May 2007 - December 2013
Skills
Travel Management, Budgets, Policy
Education
North Dakota State University 1989 — 1994
BS, Hospitality & Tourism
Jenn Rockwell's Charles Schwab Experience March 2000 - November 2001
Job Office Manager at Ledyard Financial Advisors
Industry Investment Banking
Experience
Ledyard Financial Advisors June 2007 - Present
Charles Schwab March 2000 - November 2001
Education
New Hampshire Technical Institute 1997 — 1999
Associates, Business Management
Plymouth State University 1995 — 1997
Liberal Arts
Ledyard Financial Advisors June 2007 - Present
Charles Schwab March 2000 - November 2001
Education
New Hampshire Technical Institute 1997 — 1999
Associates, Business Management
Plymouth State University 1995 — 1997
Liberal Arts
Hariom Solanki's Charles Schwab Experience February 2009 - February 2010
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2010 - Present
Charles Schwab February 2009 - February 2010
BNY Mellon March 2008 - February 2009
Credit Suisse June 2006 - February 2008
Wipro Technologies April 2004 - April 2006
Solversa Technologies March 2004 - April 2005
Skills
C#, ASP.NET, Oracle, WCF, XML, Microsoft SQL Server, JavaScript, .NET, Web Services, SDLC, SharePoint, Business Analysis, SQL, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, WPF, Software Project..., Java, Software Development, Visual Studio
Education
North Maharashtra University 2001 — 2004
Masters in Computer Application, Computer Science
KKDC 1998 — 2000
Bachelor's degree, Mathematics, Physics, Chemistry
Credit Suisse January 2010 - Present
Charles Schwab February 2009 - February 2010
BNY Mellon March 2008 - February 2009
Credit Suisse June 2006 - February 2008
Wipro Technologies April 2004 - April 2006
Solversa Technologies March 2004 - April 2005
Skills
C#, ASP.NET, Oracle, WCF, XML, Microsoft SQL Server, JavaScript, .NET, Web Services, SDLC, SharePoint, Business Analysis, SQL, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, WPF, Software Project..., Java, Software Development, Visual Studio
Education
North Maharashtra University 2001 — 2004
Masters in Computer Application, Computer Science
KKDC 1998 — 2000
Bachelor's degree, Mathematics, Physics, Chemistry
Monica Catanach, CEP's Charles Schwab Experience December 2005 - August 2007
Job Senior Manager, Stock Plan Services at IHS
Industry Human Resources
Experience
IHS June 2015 - Present
Newmont Mining Corporation April 2008 - January 2015
Charles Schwab December 2005 - August 2007
Ciber April 2001 - December 2005
Skills
Stock Plan..., ESPP, Proxy, Securities, Deferred Compensation, 10b5-1 Plans, Account Reconciliation, Executive Pay, Corporate Governance, EDGAR filings, Process Improvement, Mergers & Acquisitions, SEC filings, Employee Benefits, Financial Reporting, Employee Training, Section 16, Microsoft Excel, Mergers, Dividends, Global Client Management, Equity Compensation, Strategic Consulting, Contract Negotiation, Accounts Receivable, Management
Education
National University 1992 — 1996
Bachelor's Degree, Business Administration
Santa Clara University
Certified Equity Professional (CEP), November 2010 to Present
IHS June 2015 - Present
Newmont Mining Corporation April 2008 - January 2015
Charles Schwab December 2005 - August 2007
Ciber April 2001 - December 2005
Skills
Stock Plan..., ESPP, Proxy, Securities, Deferred Compensation, 10b5-1 Plans, Account Reconciliation, Executive Pay, Corporate Governance, EDGAR filings, Process Improvement, Mergers & Acquisitions, SEC filings, Employee Benefits, Financial Reporting, Employee Training, Section 16, Microsoft Excel, Mergers, Dividends, Global Client Management, Equity Compensation, Strategic Consulting, Contract Negotiation, Accounts Receivable, Management
Education
National University 1992 — 1996
Bachelor's Degree, Business Administration
Santa Clara University
Certified Equity Professional (CEP), November 2010 to Present
Brian Etheredge's Charles Schwab Experience June 2011 - Present
Job Network Operations Engineer Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
AT&T January 2005 - June 2011
AT&T Global Services 2005 - 2011
Skills
Network Administration, Frame Relay, Telecommunications, WAN, Cisco IOS, Computer Network..., Wireless Networking, Routers, Data Center, Networking, Technical Support, VoIP, Cisco Technologies, Switches, VPN, BGP, Routing, LAN-WAN, MPLS, Network Engineering
Education
New Mexico State University 1980 — 1983
Charles Schwab June 2011 - Present
AT&T January 2005 - June 2011
AT&T Global Services 2005 - 2011
Skills
Network Administration, Frame Relay, Telecommunications, WAN, Cisco IOS, Computer Network..., Wireless Networking, Routers, Data Center, Networking, Technical Support, VoIP, Cisco Technologies, Switches, VPN, BGP, Routing, LAN-WAN, MPLS, Network Engineering
Education
New Mexico State University 1980 — 1983
Cathy Ching's Charles Schwab Experience January 2011 - Present
Job Senior Product Manager, Digital Experience Management
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
Charles Schwab January 2010 - December 2010
Charles Schwab January 2009 - December 2009
Charles Schwab May 2007 - December 2008
Skills
Product Management, User Experience, Agile Methodologies, Agile Project Management, Analytics, Digital Marketing, Product Marketing, Project Management, Software Project..., Web Analytics, Strategy
Education
New York University 1999 — 2011
Masters, Interactive Telecommunications Program
National Taiwan University 1994 — 1998
Bachelor's, Foreign Languages and Literature
Charles Schwab January 2011 - Present
Charles Schwab January 2010 - December 2010
Charles Schwab January 2009 - December 2009
Charles Schwab May 2007 - December 2008
Skills
Product Management, User Experience, Agile Methodologies, Agile Project Management, Analytics, Digital Marketing, Product Marketing, Project Management, Software Project..., Web Analytics, Strategy
Education
New York University 1999 — 2011
Masters, Interactive Telecommunications Program
National Taiwan University 1994 — 1998
Bachelor's, Foreign Languages and Literature
Adam Nock's Charles Schwab Experience March 2014 - Present
Job C# Application Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2014 - Present
InspectionXpert February 2012 - March 2014
NCSU Math Department March 2007 - May 2011
Real to Real Records August 2006 - January 2009
RAMP-UP (Recognized Accelerated Math Potential in Under-Represented People October 2007 - October 2008
Skills
Programming, Teaching, Calculus, Front-end, Java, Elementary Education, Python, C#, .NET, Back-end, DevExpress, PDFtron, GDPicture, Visual Basic, Visual Studio, Eclipse, Subversion, ReSharper, Windows, ClickOnce, Linux, SQL, Microsoft SQL Server, Jenkins, GD&T, XML, ASP.NET, WinForms, DeployLX, NUnit, Unit Testing
Education
North Carolina State University 2006 — 2011
BS, Mathematics
Charles Schwab March 2014 - Present
InspectionXpert February 2012 - March 2014
NCSU Math Department March 2007 - May 2011
Real to Real Records August 2006 - January 2009
RAMP-UP (Recognized Accelerated Math Potential in Under-Represented People October 2007 - October 2008
Skills
Programming, Teaching, Calculus, Front-end, Java, Elementary Education, Python, C#, .NET, Back-end, DevExpress, PDFtron, GDPicture, Visual Basic, Visual Studio, Eclipse, Subversion, ReSharper, Windows, ClickOnce, Linux, SQL, Microsoft SQL Server, Jenkins, GD&T, XML, ASP.NET, WinForms, DeployLX, NUnit, Unit Testing
Education
North Carolina State University 2006 — 2011
BS, Mathematics
Jared van der Duim's Charles Schwab Experience August 2010 - January 2012
Job Senior Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2012 - Present
AT&T Global Services July 2012 - October 2012
Railinc January 2012 - July 2012
Charles Schwab August 2010 - January 2012
ATMC September 2006 - August 2010
State Climate Office of North Carolina January 2006 - August 2006
Ogletree Deakins May 2004 - June 2005
Skills
Tomcat, Spring, Eclipse, Web Services, Software Development, XML, JavaScript, Subversion, Oracle, Web Applications, Hibernate, Java, SQL, JUnit, REST, Windows, JSP, Unix, AJAX, SOAP, Web Development, Business Analysis, Product Management, Software Engineering, Requirements Analysis, Scrum, Servlets, Struts, WebSphere Application..., CSS, MySQL, Perl, jQuery, Continuous Integration, HTML 5, PL/SQL, J2EE, DB2, PHP, Agile, Iterative, RAD, Jenkins, Sonar, DBUnit, EasyMock, JSON, Maven, AngularJS, Ember.js
Education
San Diego State University-California State University 2013 — 2015
Advanced Certificate in Web and Mobile Applications Development
North Carolina State University 2002 — 2006
Bachelor of Science
Central Carolina Community College 2001 — 2001
College Transfer
Lee County Senior High 1997 — 2001
High School
Fidelity Investments October 2012 - Present
AT&T Global Services July 2012 - October 2012
Railinc January 2012 - July 2012
Charles Schwab August 2010 - January 2012
ATMC September 2006 - August 2010
State Climate Office of North Carolina January 2006 - August 2006
Ogletree Deakins May 2004 - June 2005
Skills
Tomcat, Spring, Eclipse, Web Services, Software Development, XML, JavaScript, Subversion, Oracle, Web Applications, Hibernate, Java, SQL, JUnit, REST, Windows, JSP, Unix, AJAX, SOAP, Web Development, Business Analysis, Product Management, Software Engineering, Requirements Analysis, Scrum, Servlets, Struts, WebSphere Application..., CSS, MySQL, Perl, jQuery, Continuous Integration, HTML 5, PL/SQL, J2EE, DB2, PHP, Agile, Iterative, RAD, Jenkins, Sonar, DBUnit, EasyMock, JSON, Maven, AngularJS, Ember.js
Education
San Diego State University-California State University 2013 — 2015
Advanced Certificate in Web and Mobile Applications Development
North Carolina State University 2002 — 2006
Bachelor of Science
Central Carolina Community College 2001 — 2001
College Transfer
Lee County Senior High 1997 — 2001
High School
Jill Moulson's Charles Schwab Experience 2000 - 2001
Job Licensed Financial Professional
Industry Financial Services
Experience
Home, School Volunteer, Edenton Street UMC Volunteer 2012 - Present
Bank of America Merrill Lynch 2001 - 2012
Charles Schwab 2000 - 2001
Skills
Series 7, Series 66, Series 63
Education
North Carolina State University
Bachelor's Degree, Business Management/Concentration in Finance
Home, School Volunteer, Edenton Street UMC Volunteer 2012 - Present
Bank of America Merrill Lynch 2001 - 2012
Charles Schwab 2000 - 2001
Skills
Series 7, Series 66, Series 63
Education
North Carolina State University
Bachelor's Degree, Business Management/Concentration in Finance
Steve Kazukietas's Charles Schwab Experience January 2014 - Present
Job Senior Manager, Portfolio Solutions Group at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab October 2011 - December 2013
Charles Schwab March 2006 - September 2011
Charles Schwab June 2002 - February 2006
Charles Schwab January 2001 - May 2002
Charles Schwab September 1997 - December 2000
Skills
Training, Series 7, Series 63, Mutual Funds, Financial Services, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Retirement Planning, Securities, Asset Allocation, Equities, Product Management, Financial Modeling, Portfolio Management, Management, Finance, Risk Management, Asset Management, Leadership, Financial Advisory, Retirement, Relationship Management, Strategy, Project Management, Customer Service
Education
Niagara University 1993 — 1997
Bachelor of Commerce, Marketing
Lewiston Porter
Charles Schwab January 2014 - Present
Charles Schwab October 2011 - December 2013
Charles Schwab March 2006 - September 2011
Charles Schwab June 2002 - February 2006
Charles Schwab January 2001 - May 2002
Charles Schwab September 1997 - December 2000
Skills
Training, Series 7, Series 63, Mutual Funds, Financial Services, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Retirement Planning, Securities, Asset Allocation, Equities, Product Management, Financial Modeling, Portfolio Management, Management, Finance, Risk Management, Asset Management, Leadership, Financial Advisory, Retirement, Relationship Management, Strategy, Project Management, Customer Service
Education
Niagara University 1993 — 1997
Bachelor of Commerce, Marketing
Lewiston Porter
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank