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
Jeremy Doneff, MBA Jeremy Doneff, MBA's Charles Schwab Experience June 2000 - February 2006
Job Business Development Professional
Industry Staffing and Recruiting
Experience
Goodyear Industrial Filtration Group January 2010 - Present
Parker and Lynch July 2014 - December 2014
Cox Communications February 2011 - February 2013
DCS, Inc. May 2009 - January 2011
JPMorgan Chase October 2006 - December 2008
Charles Schwab June 2000 - February 2006
Skills
Management, Account Management, Sales, Sales Operations, Accounting, Recruiting, Cold Calling, Project Management, Financial Services, Life Insurance, Budgets, Customer Service, Microsoft Excel, Disability Insurance, General Insurance, Telecommunications, Customer Retention, Financial Analysis, Forecasting, Strategic Planning, Languages, Industrial Safety, M.B.A. (International...
Education
Arizona State University 1996 — 1997
Bachelor of Arts (B.A.), Spanish Language and Literature
Rockford College 1993 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Goodyear Industrial Filtration Group January 2010 - Present
Parker and Lynch July 2014 - December 2014
Cox Communications February 2011 - February 2013
DCS, Inc. May 2009 - January 2011
JPMorgan Chase October 2006 - December 2008
Charles Schwab June 2000 - February 2006
Skills
Management, Account Management, Sales, Sales Operations, Accounting, Recruiting, Cold Calling, Project Management, Financial Services, Life Insurance, Budgets, Customer Service, Microsoft Excel, Disability Insurance, General Insurance, Telecommunications, Customer Retention, Financial Analysis, Forecasting, Strategic Planning, Languages, Industrial Safety, M.B.A. (International...
Education
Arizona State University 1996 — 1997
Bachelor of Arts (B.A.), Spanish Language and Literature
Rockford College 1993 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Courtney Benvenuto's Charles Schwab Experience July 2015 - Present
Job Sr Manager, Lending Integration at Charles Schwab
Industry Banking
Experience
Charles Schwab July 2015 - Present
Charles Schwab July 2014 - July 2015
Charles Schwab March 2012 - June 2014
Bank of America May 2011 - March 2012
Bank of America December 2009 - May 2011
Westfield September 2009 - January 2010
Comerica Bank September 2007 - September 2009
Arizona State Credit Union February 2005 - July 2005
Skills
Credit, Banking, Small Business, Customer Relations, Customer Service, Finance, Financial Analysis, Loans, Insurance, Management, Marketing, Portfolio Management, Sales, Leadership, Mortgage Lending, Real Estate, Loan Origination
Education
Arizona State University 1999 — 2005
BS, Psychology
Charles Schwab July 2015 - Present
Charles Schwab July 2014 - July 2015
Charles Schwab March 2012 - June 2014
Bank of America May 2011 - March 2012
Bank of America December 2009 - May 2011
Westfield September 2009 - January 2010
Comerica Bank September 2007 - September 2009
Arizona State Credit Union February 2005 - July 2005
Skills
Credit, Banking, Small Business, Customer Relations, Customer Service, Finance, Financial Analysis, Loans, Insurance, Management, Marketing, Portfolio Management, Sales, Leadership, Mortgage Lending, Real Estate, Loan Origination
Education
Arizona State University 1999 — 2005
BS, Psychology
Greg Goodrich Greg Goodrich's Charles Schwab Experience March 2000 - October 2001
Job Associate Professor at Western Kentucky University
Industry Higher Education
Experience
Western Kentucky University August 2005 - Present
Arizona State University August 2002 - July 2005
AT&T Wireless November 2001 - August 2002
Charles Schwab March 2000 - October 2001
American Express Financial Advisors August 1999 - February 2000
Purdue University August 1997 - May 1999
AccuWeather, Inc June 1994 - May 1997
Skills
Statistical Data..., Climate Change Impacts
Education
Arizona State University 2004 — 2005
Doctor of Philosophy (PhD), Geography - Climatology
Arizona State University 2002 — 2003
Master of Arts (M.A.), Geography - Climatology
Purdue University 1997 — 1999
Postbaccalaurate Studies, Earth Science
Purdue University 1990 — 1994
Bachelor of Science (B.S.), Applied Meteorology
Western Kentucky University August 2005 - Present
Arizona State University August 2002 - July 2005
AT&T Wireless November 2001 - August 2002
Charles Schwab March 2000 - October 2001
American Express Financial Advisors August 1999 - February 2000
Purdue University August 1997 - May 1999
AccuWeather, Inc June 1994 - May 1997
Skills
Statistical Data..., Climate Change Impacts
Education
Arizona State University 2004 — 2005
Doctor of Philosophy (PhD), Geography - Climatology
Arizona State University 2002 — 2003
Master of Arts (M.A.), Geography - Climatology
Purdue University 1997 — 1999
Postbaccalaurate Studies, Earth Science
Purdue University 1990 — 1994
Bachelor of Science (B.S.), Applied Meteorology
Dawna Perry Dawna Perry's Charles Schwab Experience August 1996 - Present
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1996 - Present
Skills
Series 63, Project Management, Risk Management, Series 7, Strategic Financial..., Leadership, Operations Management, Wealth Management, Financial Analysis, Financial Services, Mutual Funds, Portfolio Management, Securities, Investments, Banking
Education
Arizona State University West 2002 — 2005
MBA
Utah State University 1989 — 2004
BS, Business with a Marketing Emphasis
Arizona State University
MBA
Charles Schwab August 1996 - Present
Skills
Series 63, Project Management, Risk Management, Series 7, Strategic Financial..., Leadership, Operations Management, Wealth Management, Financial Analysis, Financial Services, Mutual Funds, Portfolio Management, Securities, Investments, Banking
Education
Arizona State University West 2002 — 2005
MBA
Utah State University 1989 — 2004
BS, Business with a Marketing Emphasis
Arizona State University
MBA
Chris Kirkpatrick's Charles Schwab Experience February 2000 - January 2002
Job Strategic Account Manager at BASF Admixtures
Industry Chemicals
Experience
BASF Admixtures January 2014 - Present
BASF July 2005 - December 2013
J.P. Morgan January 2003 - June 2005
Charles Schwab February 2000 - January 2002
Skills
Technical and Sales..., Strategic Communications, Internal Communications, Reducing Operating Costs, Technical Support, Troubleshooting, Team Leadership, Business Development, Management, Project Management, Sales, Sales Management, Building Materials, Strategic Planning, Manufacturing, New Business Development, Contract Negotiation, Negotiation
Education
Arizona State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Management
BASF Admixtures January 2014 - Present
BASF July 2005 - December 2013
J.P. Morgan January 2003 - June 2005
Charles Schwab February 2000 - January 2002
Skills
Technical and Sales..., Strategic Communications, Internal Communications, Reducing Operating Costs, Technical Support, Troubleshooting, Team Leadership, Business Development, Management, Project Management, Sales, Sales Management, Building Materials, Strategic Planning, Manufacturing, New Business Development, Contract Negotiation, Negotiation
Education
Arizona State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Management
Ed Rutherford Ed Rutherford's Charles Schwab Experience May 2000 - January 2001
Job Realtor with Keller Williams Realty, Professional Partners
Industry Real Estate
Experience
Keller Williams Realty, Professional Partners April 2013 - Present
USAA May 2003 - September 2012
Prudential Financial January 2001 - April 2003
Charles Schwab May 2000 - January 2001
Skills
Sellers, Investors, Buyer Representation, Buyers, Investments, Property, Leadership, Sales, Finance, Pricing, Asset Management
Education
Arizona State University 1998 — 2007
Bachelor of Science (B.S.), Global Business and Management Leadership
Keller Williams Realty, Professional Partners April 2013 - Present
USAA May 2003 - September 2012
Prudential Financial January 2001 - April 2003
Charles Schwab May 2000 - January 2001
Skills
Sellers, Investors, Buyer Representation, Buyers, Investments, Property, Leadership, Sales, Finance, Pricing, Asset Management
Education
Arizona State University 1998 — 2007
Bachelor of Science (B.S.), Global Business and Management Leadership
Howard Doll's Charles Schwab Experience June 2007 - April 2013
Job Finance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2007 - April 2013
Vanguard January 2004 - May 2007
Skills
Mutual Funds, Investments, Series 63, Financial Services, Portfolio Management, Securities, Retirement, Asset Allocation, Equities, Fixed Annuities, Fixed Income
Education
Arizona State University 1996 — 2000
Bachelor of Arts (BA), Broadcast Journalism
Charles Schwab June 2007 - April 2013
Vanguard January 2004 - May 2007
Skills
Mutual Funds, Investments, Series 63, Financial Services, Portfolio Management, Securities, Retirement, Asset Allocation, Equities, Fixed Annuities, Fixed Income
Education
Arizona State University 1996 — 2000
Bachelor of Arts (BA), Broadcast Journalism
Jay Shelley Jay Shelley's Charles Schwab Experience November 2012 - December 2013
Job Suns Executive Staff Assistant at Phoenix Suns
Industry Real Estate
Experience
Phoenix Suns December 2013 - Present
St. Mary's High School Boys Basketball December 2014 - Present
Home Brokers Realty October 2000 - Present
Nationwide Signing Services January 2010 - Present
Charles Schwab November 2012 - December 2013
Skills
Short Sales, Real Estate, First Time Home Buyers, Single Family Homes, Investment Properties, Foreclosures, Referrals, Sellers, REO, New Home Sales, Listings, Investors, Buyer Representation, Condos, Relocation, Residential Homes, Escrow, Property Management, Rentals, Real Estate Transactions, Sales, Customer Service, Marketing, Marketing Strategy, Investments, Leases, Leadership, Buyers, Microsoft Office
Education
Grand Canyon University 2013 — 2015
Bachelor of Science in Sports Management, Sports Management, senior
Bud Crawley Real Estate School 2000 — 2010
Real Estate License, Real Estate
Arizona State University 1996 — 1998
Business Administration and Management, General
Phoenix Community College 1994 — 1996
St. Mary's High School 1990 — 1994
Diploma, General Studies
Phoenix Suns December 2013 - Present
St. Mary's High School Boys Basketball December 2014 - Present
Home Brokers Realty October 2000 - Present
Nationwide Signing Services January 2010 - Present
Charles Schwab November 2012 - December 2013
Skills
Short Sales, Real Estate, First Time Home Buyers, Single Family Homes, Investment Properties, Foreclosures, Referrals, Sellers, REO, New Home Sales, Listings, Investors, Buyer Representation, Condos, Relocation, Residential Homes, Escrow, Property Management, Rentals, Real Estate Transactions, Sales, Customer Service, Marketing, Marketing Strategy, Investments, Leases, Leadership, Buyers, Microsoft Office
Education
Grand Canyon University 2013 — 2015
Bachelor of Science in Sports Management, Sports Management, senior
Bud Crawley Real Estate School 2000 — 2010
Real Estate License, Real Estate
Arizona State University 1996 — 1998
Business Administration and Management, General
Phoenix Community College 1994 — 1996
St. Mary's High School 1990 — 1994
Diploma, General Studies
Dale Mathis Dale Mathis's Charles Schwab Experience November 2008 - February 2010
Job Forecasting and Operations Analyst at Take Charge America, Inc.
Industry Nonprofit Organization Management
Experience
Take Charge America, Inc. 2010 - Present
Charles Schwab November 2008 - February 2010
Wells Fargo January 2005 - September 2008
Skills
Workforce Management, Call Center, Data Analysis, Process Improvement, Reporting & Analysis, Forecasting, Real Time Analysis, Adherence, Scheduling, NICE Interaction..., IEX, Avaya, Excel, Word, Outlook, PowerPoint, SharePoint, Speech Analytics, Analysis, Business Analysis, Contact Centers, Credit, Customer Experience, IEX Total View, Leadership, Microsoft Office, Microsoft Word, Avaya Technologies, Call Centers, Customer Satisfaction, Performance Management, Performance Metrics, Quality Assurance, Supervisory Skills, Troubleshooting, NICE Call Recording, Process Scheduler, Operations Management
Education
Arizona State University 1996 — 1998
Paradise Valley Community College 1994 — 1995
Arizona State University 1993 — 1994
Take Charge America, Inc. 2010 - Present
Charles Schwab November 2008 - February 2010
Wells Fargo January 2005 - September 2008
Skills
Workforce Management, Call Center, Data Analysis, Process Improvement, Reporting & Analysis, Forecasting, Real Time Analysis, Adherence, Scheduling, NICE Interaction..., IEX, Avaya, Excel, Word, Outlook, PowerPoint, SharePoint, Speech Analytics, Analysis, Business Analysis, Contact Centers, Credit, Customer Experience, IEX Total View, Leadership, Microsoft Office, Microsoft Word, Avaya Technologies, Call Centers, Customer Satisfaction, Performance Management, Performance Metrics, Quality Assurance, Supervisory Skills, Troubleshooting, NICE Call Recording, Process Scheduler, Operations Management
Education
Arizona State University 1996 — 1998
Paradise Valley Community College 1994 — 1995
Arizona State University 1993 — 1994
James Hack James Hack's Charles Schwab Experience 1995 - 2005
Job Tax Manager at Law Office of Kristin Gentile White, P.C.
Industry Financial Services
Experience
Law Office of Kristin Gentile White, P.C. August 2015 - Present
Youth American Dance Academy May 2013 - Present
Self-employed November 2007 - Present
Grand Canyon University March 2014 - August 2015
University of Phoenix June 2012 - March 2014
Charles Schwab 1995 - 2005
Skills
Financial Accounting, Financial Services, Tax Accounting, Income Tax, Tax Preparation, Health Insurance, Life Insurance, Accounting, Guitarist, Training, Call Centers, Call Center..., Consulting, Team Building, Team Leadership
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), Accounting and Business/Management
Arizona State University 1993 — 1995
Law Office of Kristin Gentile White, P.C. August 2015 - Present
Youth American Dance Academy May 2013 - Present
Self-employed November 2007 - Present
Grand Canyon University March 2014 - August 2015
University of Phoenix June 2012 - March 2014
Charles Schwab 1995 - 2005
Skills
Financial Accounting, Financial Services, Tax Accounting, Income Tax, Tax Preparation, Health Insurance, Life Insurance, Accounting, Guitarist, Training, Call Centers, Call Center..., Consulting, Team Building, Team Leadership
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), Accounting and Business/Management
Arizona State University 1993 — 1995
Jeff Morley, CFP® Jeff Morley, CFP®'s Charles Schwab Experience September 2004 - September 2010
Job VP, Customer Resource Centers at Republic Services
Industry Renewables & Environment
Experience
Republic Services June 2015 - Present
Republic Services Inc June 2012 - June 2015
Charles Schwab & Co, Inc September 2010 - February 2012
Charles Schwab September 2004 - September 2010
Charles Schwab January 1993 - September 2004
Charles Schwab December 1990 - January 1993
Skills
Customer Service, Call Center Leadership, Client Service, Customer Satisfaction, Customer Retention, Customer Engagement, Performance Improvement, Performance Consulting, Leadership, Financial Services, Portfolio Management, Investments, Risk Management, Retirement, Training, FINRA, Alternative Investments, Leadership Development, Strategic Financial..., Process Improvement, Investment Advisory, Series 7, Coaching, Securities, New Business Development, Series 24, Wealth Management, Series 63, Asset Managment, Mutual Funds, High Net Worth..., Sales, Asset Allocation, Investment Management, Investment Strategies, 401k, Uniform Combined State..., Team Building, Operations Management, Trading, Financial Advisory, ETFs, Relationship Management, Retirement Planning, Series 65, Strategy, Strategic Planning, Banking
Education
Virginia Commonwealth University 1978 — 1982
BS, Economics
College for Financial Planning 2012 — 2013
CFP
Arizona State University
Art History, Criticism and Conservation
Republic Services June 2015 - Present
Republic Services Inc June 2012 - June 2015
Charles Schwab & Co, Inc September 2010 - February 2012
Charles Schwab September 2004 - September 2010
Charles Schwab January 1993 - September 2004
Charles Schwab December 1990 - January 1993
Skills
Customer Service, Call Center Leadership, Client Service, Customer Satisfaction, Customer Retention, Customer Engagement, Performance Improvement, Performance Consulting, Leadership, Financial Services, Portfolio Management, Investments, Risk Management, Retirement, Training, FINRA, Alternative Investments, Leadership Development, Strategic Financial..., Process Improvement, Investment Advisory, Series 7, Coaching, Securities, New Business Development, Series 24, Wealth Management, Series 63, Asset Managment, Mutual Funds, High Net Worth..., Sales, Asset Allocation, Investment Management, Investment Strategies, 401k, Uniform Combined State..., Team Building, Operations Management, Trading, Financial Advisory, ETFs, Relationship Management, Retirement Planning, Series 65, Strategy, Strategic Planning, Banking
Education
Virginia Commonwealth University 1978 — 1982
BS, Economics
College for Financial Planning 2012 — 2013
CFP
Arizona State University
Art History, Criticism and Conservation
J Michelle pierce J Michelle pierce's Charles Schwab Experience 1994 - 2001
Job Making moves to improve our environment and lifestyles
Industry Environmental Services
Experience
San Francisco Department of the Environment September 2011 - August 2013
tempe connections cafe May 2007 - April 2010
Biodesign Institute October 2008 - December 2009
Corporate Fitness Works June 2006 - December 2006
UC Berkeley June 2004 - August 2004
San Francisco State University June 2002 - August 2002
San Francisco State University June 2001 - August 2001
Charles Schwab 1994 - 2001
Skills
Laboratory, HPLC, Environmental Science, Environmental Awareness, Sustainability, Biochemistry, Protein Chemistry, Sustainable Business, Sustainability..., Environmental Policy, Sustainable Development, Environmental Issues, Climate Change, Environmental Education, Renewable Energy, Policy, Ecology, Public Speaking, Research, Program Management, Strategic Planning
Education
University of Paris I: Panthéon-Sorbonne 2013 — 2014
Master d'Administration des Enterprise, Global Partners MBA
Georgia State University 2013 — 2014
Master of Business Administration (M.B.A.), Global Partners MBA
Coppead UFRJ 2013 — 2014
Graduate Business Certificate, Global Business Administration
Arizona State University 2008 — 2010
B.S., Biochemistry
City College of San Francisco 1992 — 2006
A.A., Biotechnology
San Francisco Department of the Environment September 2011 - August 2013
tempe connections cafe May 2007 - April 2010
Biodesign Institute October 2008 - December 2009
Corporate Fitness Works June 2006 - December 2006
UC Berkeley June 2004 - August 2004
San Francisco State University June 2002 - August 2002
San Francisco State University June 2001 - August 2001
Charles Schwab 1994 - 2001
Skills
Laboratory, HPLC, Environmental Science, Environmental Awareness, Sustainability, Biochemistry, Protein Chemistry, Sustainable Business, Sustainability..., Environmental Policy, Sustainable Development, Environmental Issues, Climate Change, Environmental Education, Renewable Energy, Policy, Ecology, Public Speaking, Research, Program Management, Strategic Planning
Education
University of Paris I: Panthéon-Sorbonne 2013 — 2014
Master d'Administration des Enterprise, Global Partners MBA
Georgia State University 2013 — 2014
Master of Business Administration (M.B.A.), Global Partners MBA
Coppead UFRJ 2013 — 2014
Graduate Business Certificate, Global Business Administration
Arizona State University 2008 — 2010
B.S., Biochemistry
City College of San Francisco 1992 — 2006
A.A., Biotechnology
Heidi Dotson's Charles Schwab Experience October 1995 - Present
Job Estate Operations
Industry Insurance
Experience
Arbonne International November 2013 - Present
Charles Schwab October 1995 - Present
Health Insurance Today June 2007 - June 2010
Health Insurance Today June 2007 - June 2010
Charles Schwab 1995 - 2002
Schwab Institutional 1995 - 2002
Discover Card 1988 - 1991
Skills
Series 7, Prime Brokerage, Insurance, Series 63, Health Insurance, Financial Services, Employee Benefits, Securities, Strategic Financial..., FINRA, Series 24, Wealth Management, Asset Management, Portfolio Management, 401k, Retirement Planning, Risk Management, Small Business, Investments
Education
Arizona State University 1986 — 1991
Bachelor of Science, Criminal Justice
St. Mary's Academy 1982 — 1986
HS Diploma
Arbonne International November 2013 - Present
Charles Schwab October 1995 - Present
Health Insurance Today June 2007 - June 2010
Health Insurance Today June 2007 - June 2010
Charles Schwab 1995 - 2002
Schwab Institutional 1995 - 2002
Discover Card 1988 - 1991
Skills
Series 7, Prime Brokerage, Insurance, Series 63, Health Insurance, Financial Services, Employee Benefits, Securities, Strategic Financial..., FINRA, Series 24, Wealth Management, Asset Management, Portfolio Management, 401k, Retirement Planning, Risk Management, Small Business, Investments
Education
Arizona State University 1986 — 1991
Bachelor of Science, Criminal Justice
St. Mary's Academy 1982 — 1986
HS Diploma
James Kowitz James Kowitz's Charles Schwab Experience August 2011 - December 2011
Job Software Quality Assurance Specialist at ThinkVine
Industry Computer Software
Experience
Onlife Health 2014 - 2015
ThinkVine September 2013 - July 2014
MediServe January 2012 - September 2013
Charles Schwab August 2011 - December 2011
Bowne January 2010 - July 2011
Affiliated Computer Services June 2009 - December 2009
SRP July 2007 - April 2009
Pegasus Solutions January 2005 - July 2007
PatchLink July 2005 - July 2006
Pulte Homes October 2003 - December 2004
Skills
Agile Methodologies
Education
Arizona State University 1988 — 1990
BFA Bachelors Degree, Photography, Computer Science & History, Magna Cum Laude
Glendale Community College 1985 — 1988
AA, Photography, computers
Onlife Health 2014 - 2015
ThinkVine September 2013 - July 2014
MediServe January 2012 - September 2013
Charles Schwab August 2011 - December 2011
Bowne January 2010 - July 2011
Affiliated Computer Services June 2009 - December 2009
SRP July 2007 - April 2009
Pegasus Solutions January 2005 - July 2007
PatchLink July 2005 - July 2006
Pulte Homes October 2003 - December 2004
Skills
Agile Methodologies
Education
Arizona State University 1988 — 1990
BFA Bachelors Degree, Photography, Computer Science & History, Magna Cum Laude
Glendale Community College 1985 — 1988
AA, Photography, computers
Dick Girard Dick Girard's Charles Schwab Experience 1998 - 2004
Job Mortgage Loan Officer at Caliber Home Loans
Industry Financial Services
Experience
Caliber Home Loans July 2014 - Present
W.J. Bradley Mortgage Capital, LLC June 2013 - July 2014
Colorado State Bank and Trust 2012 - May 2013
Colorado Home Mortgage 2011 - 2012
BBVA Compass 2009 - November 2011
Charles Schwab 1998 - 2004
Skills
Mortgage Lending, Financial Analysis, Residential Mortgages, Jumbo Mortgage, FHA financing, First Time Home Buyers, Real Estate Financing, Mortgage Coach, Home Equity Loans, Consumer Lending, VA loans, FHA, Underwriting, Investors, HUD, Investment Properties, Investments, Mortgage Banking, USDA, Portfolio Management, Refinance, Government Loans, Short Sales, Real Estate Transactions, REO, Foreclosures, Credit, Retail Banking, Non-Conforming, Construction Loans, Loans, Wealth Management, Residential Homes, Referrals, Loan Origination, Credit Analysis, Banking, Real Estate, Selling, Mortgage Underwriting, Commercial Lending, Small Business Lending, Single Family Homes, Credit Risk, Condos, New Home Sales, Cross Selling
Education
Arizona State University 1984 — 1986
BS, Business Administration
Caliber Home Loans July 2014 - Present
W.J. Bradley Mortgage Capital, LLC June 2013 - July 2014
Colorado State Bank and Trust 2012 - May 2013
Colorado Home Mortgage 2011 - 2012
BBVA Compass 2009 - November 2011
Charles Schwab 1998 - 2004
Skills
Mortgage Lending, Financial Analysis, Residential Mortgages, Jumbo Mortgage, FHA financing, First Time Home Buyers, Real Estate Financing, Mortgage Coach, Home Equity Loans, Consumer Lending, VA loans, FHA, Underwriting, Investors, HUD, Investment Properties, Investments, Mortgage Banking, USDA, Portfolio Management, Refinance, Government Loans, Short Sales, Real Estate Transactions, REO, Foreclosures, Credit, Retail Banking, Non-Conforming, Construction Loans, Loans, Wealth Management, Residential Homes, Referrals, Loan Origination, Credit Analysis, Banking, Real Estate, Selling, Mortgage Underwriting, Commercial Lending, Small Business Lending, Single Family Homes, Credit Risk, Condos, New Home Sales, Cross Selling
Education
Arizona State University 1984 — 1986
BS, Business Administration
Gregory Close Gregory Close's Charles Schwab Experience September 2007 - August 2008
Job Senior Project Manager at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente February 2015 - Present
Kaiser Permanente IT April 2012 - Present
HighWire Press (part of Stanford Libraries) September 2011 - May 2012
Kaiser Permanente August 2008 - September 2011
Charles Schwab September 2007 - August 2008
Wells Fargo Bank 2004 - 2007
Legato Systems 1996 - 1998
Hewlett-Packard 1994 - 1995
Skills
Content Management, XML Software, Documentum, Interwoven TeamSite, Team Building, Strategic Analysis, Weebly, Web Project Management, Software Project..., XML, SDLC, Project Management, Process Improvement, Web Applications, Analysis, Integration, Enterprise Software
Education
Crash Course in Creativity at Stanford 2012 — 2012
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1994
MBA, Finance/Marketing
Arizona State University 1985 — 1990
BS, Chemical Engineering
Kaiser Permanente February 2015 - Present
Kaiser Permanente IT April 2012 - Present
HighWire Press (part of Stanford Libraries) September 2011 - May 2012
Kaiser Permanente August 2008 - September 2011
Charles Schwab September 2007 - August 2008
Wells Fargo Bank 2004 - 2007
Legato Systems 1996 - 1998
Hewlett-Packard 1994 - 1995
Skills
Content Management, XML Software, Documentum, Interwoven TeamSite, Team Building, Strategic Analysis, Weebly, Web Project Management, Software Project..., XML, SDLC, Project Management, Process Improvement, Web Applications, Analysis, Integration, Enterprise Software
Education
Crash Course in Creativity at Stanford 2012 — 2012
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1994
MBA, Finance/Marketing
Arizona State University 1985 — 1990
BS, Chemical Engineering
Fred Mansfield Fred Mansfield's Charles Schwab Experience May 2012 - Present
Job Sr. Project Manager at Wells Fargo
Industry Internet
Experience
Wells Fargo June 2015 - Present
Charles Schwab May 2012 - Present
StubHub September 2014 - May 2015
NetSuite March 2013 - March 2014
Symantec June 2011 - May 2012
Check Point Software Technologies March 2008 - September 2010
Macrovision Corp March 2007 - March 2008
Apple Computer January 2005 - January 2007
Ernst & Young, LLP March 2003 - January 2004
Corio Inc April 2000 - November 2001
Skills
Product Management, User Experience, SDLC, Cloud Computing, SaaS, Agile Methodologies, E-commerce, Program Management, CRM, Change Management, Databases, Go-to-market Strategy, Integration, Management, Product Marketing, Project Management, SQL, Scrum, Start-ups, Strategic Partnerships, Strategy, Testing, User Interface Design, Web Analytics
Education
Arizona State University, W. P. Carey School of Business 1996 — 1998
MBA & MSIM, Business Administration and Information Management
Arizona State University
Master, Information Management (MIS)
University of Oregon 1991 — 1994
International Studies, Chinese Area Studies
Defense Language Institute 1986 — 1987
Medford Senior High School 1980 — 1984
Fred MansfieldPage 1
Wells Fargo June 2015 - Present
Charles Schwab May 2012 - Present
StubHub September 2014 - May 2015
NetSuite March 2013 - March 2014
Symantec June 2011 - May 2012
Check Point Software Technologies March 2008 - September 2010
Macrovision Corp March 2007 - March 2008
Apple Computer January 2005 - January 2007
Ernst & Young, LLP March 2003 - January 2004
Corio Inc April 2000 - November 2001
Skills
Product Management, User Experience, SDLC, Cloud Computing, SaaS, Agile Methodologies, E-commerce, Program Management, CRM, Change Management, Databases, Go-to-market Strategy, Integration, Management, Product Marketing, Project Management, SQL, Scrum, Start-ups, Strategic Partnerships, Strategy, Testing, User Interface Design, Web Analytics
Education
Arizona State University, W. P. Carey School of Business 1996 — 1998
MBA & MSIM, Business Administration and Information Management
Arizona State University
Master, Information Management (MIS)
University of Oregon 1991 — 1994
International Studies, Chinese Area Studies
Defense Language Institute 1986 — 1987
Medford Senior High School 1980 — 1984
Fred MansfieldPage 1
Donald R Coombs Donald R Coombs's Charles Schwab Experience July 1999 - December 2001
Job Mortgage Loan Officer, Bank of America Home Loans
Industry Banking
Experience
Bank of America December 2014 - Present
Connect Realty - Team USA March 2014 - December 2014
Liberty Home Equity Solutions July 2012 - February 2014
Teradon Financial January 2002 - July 2012
Teradon Corporation January 1994 - July 2012
Charles Schwab July 1999 - December 2001
California Federal Bank May 1998 - May 1999
Alameda County October 1997 - May 1998
Foundation Health Corporation October 1994 - July 1997
Western Farm Credit Bank September 1993 - October 1994
Skills
DB2, CICS, COBOL, Systems Analysis, JCL, Data Modeling, Project Management, VSAM, Consulting, Executive Management, ISPF, IMS DB/DC, System Architecture, Database Design, Programming, Microsoft Office, Marketing, Health Insurance, Problem Analysis, Reverse Mortgages, Real Estate, Real Estate Financing, Short Sales, Salesforce.com, Direct Sales, Sales Management, Loan Origination, Home Equity Loans, Existing Home Sales, Real Estate Economics, Business Analysis, CRM, Leadership, Mortgage Lending, Management, Training, Team Building, Sales, Software Project..., Financial Services, Selling, Investment Properties, Coaching, Application Architecture, IBM Mainframe, Technical Leadership, Vendor Management, Mainframe, Banking, Databases
Education
Arizona State University 1980 — 1981
College of Engineering, Computer Science
Oakton Community College 1978 — 1979
Business, Data Processing
New Trier West High School 1974 — 1978
Bank of America December 2014 - Present
Connect Realty - Team USA March 2014 - December 2014
Liberty Home Equity Solutions July 2012 - February 2014
Teradon Financial January 2002 - July 2012
Teradon Corporation January 1994 - July 2012
Charles Schwab July 1999 - December 2001
California Federal Bank May 1998 - May 1999
Alameda County October 1997 - May 1998
Foundation Health Corporation October 1994 - July 1997
Western Farm Credit Bank September 1993 - October 1994
Skills
DB2, CICS, COBOL, Systems Analysis, JCL, Data Modeling, Project Management, VSAM, Consulting, Executive Management, ISPF, IMS DB/DC, System Architecture, Database Design, Programming, Microsoft Office, Marketing, Health Insurance, Problem Analysis, Reverse Mortgages, Real Estate, Real Estate Financing, Short Sales, Salesforce.com, Direct Sales, Sales Management, Loan Origination, Home Equity Loans, Existing Home Sales, Real Estate Economics, Business Analysis, CRM, Leadership, Mortgage Lending, Management, Training, Team Building, Sales, Software Project..., Financial Services, Selling, Investment Properties, Coaching, Application Architecture, IBM Mainframe, Technical Leadership, Vendor Management, Mainframe, Banking, Databases
Education
Arizona State University 1980 — 1981
College of Engineering, Computer Science
Oakton Community College 1978 — 1979
Business, Data Processing
New Trier West High School 1974 — 1978
Jeff Lahann Jeff Lahann's Charles Schwab Experience June 2012 - September 2014
Job
Industry Computer & Network Security
Experience
SecOps Solutions June 2014 - Present
Spectrum Psychology and Wellness, LLC February 2014 - Present
Charles Schwab June 2012 - September 2014
Apollo Group, Inc. (University of Phoenix) April 2010 - June 2012
Honeywell April 2009 - April 2010
Honeywell February 2007 - April 2009
University of Colorado at Boulder January 2005 - December 2008
Honeywell April 2006 - February 2007
IBM May 2005 - April 2006
IBM Global Services 2001 - 2006
Skills
Budgets, CISSP, Security Operations, Vulnerability Management, Security, PCI DSS, Information Security..., Incident Response, Information Security, Analysis, Penetration Testing, Disaster Recovery, Security Management, Security Audits, IT Management, Business Continuity, ArcSight, Information Technology, Leadership, Security Architecture..., Training, Program Management, Forensic Analysis, Network Security, Management, Intrusion Detection, Cloud Computing, Computer Security, Risk Assessment, Security+, Vendor Management, Vulnerability Assessment, Information Security..., IDS, Networking, Security Incident..., Risk Management, Project Management, Security Operations..., Linux, IT Audit, Operations Management, IT Strategy, Incident Management, Coaching, ITIL, Governance, Computer Forensics, Intelligence, Firewalls
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
Masters, Business Administration (MBA)
Capella University 2003 — 2005
MS, Information Technology/Security
Arizona State University 1991 — 1995
BS, Justice Studies
SecOps Solutions June 2014 - Present
Spectrum Psychology and Wellness, LLC February 2014 - Present
Charles Schwab June 2012 - September 2014
Apollo Group, Inc. (University of Phoenix) April 2010 - June 2012
Honeywell April 2009 - April 2010
Honeywell February 2007 - April 2009
University of Colorado at Boulder January 2005 - December 2008
Honeywell April 2006 - February 2007
IBM May 2005 - April 2006
IBM Global Services 2001 - 2006
Skills
Budgets, CISSP, Security Operations, Vulnerability Management, Security, PCI DSS, Information Security..., Incident Response, Information Security, Analysis, Penetration Testing, Disaster Recovery, Security Management, Security Audits, IT Management, Business Continuity, ArcSight, Information Technology, Leadership, Security Architecture..., Training, Program Management, Forensic Analysis, Network Security, Management, Intrusion Detection, Cloud Computing, Computer Security, Risk Assessment, Security+, Vendor Management, Vulnerability Assessment, Information Security..., IDS, Networking, Security Incident..., Risk Management, Project Management, Security Operations..., Linux, IT Audit, Operations Management, IT Strategy, Incident Management, Coaching, ITIL, Governance, Computer Forensics, Intelligence, Firewalls
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
Masters, Business Administration (MBA)
Capella University 2003 — 2005
MS, Information Technology/Security
Arizona State University 1991 — 1995
BS, Justice Studies
Erin Forsythe-Lipsky Erin Forsythe-Lipsky's Charles Schwab Experience March 2000 - November 2004
Job Real Estate Agent at Zip Realty
Industry Real Estate
Experience
Zip Realty August 2005 - January 2010
Charles Schwab March 2000 - November 2004
Skills
Marketing, Sellers
Education
Arizona State University 1993 — 1996
BA, Communications
Zip Realty August 2005 - January 2010
Charles Schwab March 2000 - November 2004
Skills
Marketing, Sellers
Education
Arizona State University 1993 — 1996
BA, Communications
Elizabeth Heeman Elizabeth Heeman's Charles Schwab Experience
Job Client Services & Support at Charles Schwab
Industry Investment Management
Experience
Charles Schwab
Education
Arizona State University 1990 — 1995
Charles Schwab
Education
Arizona State University 1990 — 1995
Irv Nudelman, CFP®'s Charles Schwab Experience August 2000 - May 2001
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard September 2011 - October 2013
Vanguard April 2002 - September 2011
UBS Paine Webber July 2001 - April 2002
Charles Schwab August 2000 - May 2001
Alan Advertising Company September 1992 - January 2000
Noo's Pizza & Hoagies July 1987 - March 1994
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Management, FINRA, Retirement, 401k, Wealth Management, ETFs, Investments, Investment Advisory, Investment Strategies, IRAs, Asset Management, Securities, Financial Services, Finance, Strategic Financial..., Financial Advisory, Portfolio Management, Series 65, Certified Financial..., Estate Planning, Relationship Management, Fixed Income, High Net Worth..., 401k Rollovers, Roth IRA
Education
Drexel University
MBA
Penn State University
BS
Arizona State University
NonDegree Candidate
Vanguard October 2013 - Present
Vanguard September 2011 - October 2013
Vanguard April 2002 - September 2011
UBS Paine Webber July 2001 - April 2002
Charles Schwab August 2000 - May 2001
Alan Advertising Company September 1992 - January 2000
Noo's Pizza & Hoagies July 1987 - March 1994
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Management, FINRA, Retirement, 401k, Wealth Management, ETFs, Investments, Investment Advisory, Investment Strategies, IRAs, Asset Management, Securities, Financial Services, Finance, Strategic Financial..., Financial Advisory, Portfolio Management, Series 65, Certified Financial..., Estate Planning, Relationship Management, Fixed Income, High Net Worth..., 401k Rollovers, Roth IRA
Education
Drexel University
MBA
Penn State University
BS
Arizona State University
NonDegree Candidate
Daniel 'Rick' Schmidt Daniel 'Rick' Schmidt's Charles Schwab Experience October 2011 - December 2011
Job Administrator Ofc of Civil Rights New Mexico PED
Industry Government Administration
Experience
State of New Mexico September 2015 - Present
Knights of Columbus April 2014 - September 2015
Lowe's Companies, Inc. January 2012 - March 2014
Ind 1990 - 2012
Charles Schwab October 2011 - December 2011
Wells Fargo May 2011 - September 2011
Royal Bank of Scotland Group January 2011 - March 2011
Bank of America May 2007 - August 2010
L&G Mortgagebanc 2004 - 2007
Business Development Consultant January 2000 - January 2003
Skills
Dreamweaver, Captivate, Power, Microsoft Excel, Access, MS Project, Project Management, Photoshop Elements, SharePoint, Instructional Design, Training Delivery, Leadership Development, Microsoft Word, Content Management, CSS, HTML, Adobe Creative Suite, Coaching, Needs Analysis
Education
Arizona State University 1985 — 1989
BA, Education/Business
State of New Mexico September 2015 - Present
Knights of Columbus April 2014 - September 2015
Lowe's Companies, Inc. January 2012 - March 2014
Ind 1990 - 2012
Charles Schwab October 2011 - December 2011
Wells Fargo May 2011 - September 2011
Royal Bank of Scotland Group January 2011 - March 2011
Bank of America May 2007 - August 2010
L&G Mortgagebanc 2004 - 2007
Business Development Consultant January 2000 - January 2003
Skills
Dreamweaver, Captivate, Power, Microsoft Excel, Access, MS Project, Project Management, Photoshop Elements, SharePoint, Instructional Design, Training Delivery, Leadership Development, Microsoft Word, Content Management, CSS, HTML, Adobe Creative Suite, Coaching, Needs Analysis
Education
Arizona State University 1985 — 1989
BA, Education/Business
Daniel Lind Daniel Lind's Charles Schwab Experience 1990 - 2005
Job Managing Director, SVP Union Bank Investment Services
Industry Financial Services
Experience
Union Bank Investment Services June 2013 - Present
Wells Fargo Advisors January 2005 - June 2013
Charles Schwab 1990 - 2005
Skills
Series 7, Series 8, Series 24, Series 53, Series 63, Investments, Insurance, Management, Securities, Selling, Sales, Training, Sales Management, Wealth Management, Portfolio Management, Retirement, Strategic Planning, Leadership, FINRA
Education
Arizona State University 1998 — 2000
MBA
Union Bank Investment Services June 2013 - Present
Wells Fargo Advisors January 2005 - June 2013
Charles Schwab 1990 - 2005
Skills
Series 7, Series 8, Series 24, Series 53, Series 63, Investments, Insurance, Management, Securities, Selling, Sales, Training, Sales Management, Wealth Management, Portfolio Management, Retirement, Strategic Planning, Leadership, FINRA
Education
Arizona State University 1998 — 2000
MBA
Daniel J. Stein, CFA, CFP® Daniel J. Stein, CFA, CFP®'s Charles Schwab Experience March 2014 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab February 2013 - March 2014
Charles Schwab August 2008 - February 2013
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Securities, Retirement Planning, Uniform Combined State...
Education
Arizona State University
Bachelor of Science (BS), Business Management
Charles Schwab March 2014 - Present
Charles Schwab February 2013 - March 2014
Charles Schwab August 2008 - February 2013
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Securities, Retirement Planning, Uniform Combined State...
Education
Arizona State University
Bachelor of Science (BS), Business Management
Don Primosch's Charles Schwab Experience December 1995 - August 2001
Job HR Director at VEREIT, Inc.
Industry Financial Services
Experience
VEREIT, Inc. November 2005 - Present
Cross Country Automotive Services November 2001 - November 2005
Charles Schwab December 1995 - August 2001
Skills
Human Resources, Employee Benefits, Employee Relations, HRIS, Recruiting, Talent Acquisition, Talent Management, Training
Education
Arizona State University
BS, Economics
University of Phoenix 2001 — 2002
Certificate, Human Resource Management, 4.0
VEREIT, Inc. November 2005 - Present
Cross Country Automotive Services November 2001 - November 2005
Charles Schwab December 1995 - August 2001
Skills
Human Resources, Employee Benefits, Employee Relations, HRIS, Recruiting, Talent Acquisition, Talent Management, Training
Education
Arizona State University
BS, Economics
University of Phoenix 2001 — 2002
Certificate, Human Resource Management, 4.0
Emily Estfan Emily Estfan's Charles Schwab Experience July 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Photography
Experience
Charles Schwab July 2015 - Present
EME Photography September 2002 - Present
Alliant Foodservice/City Meat3 January 2001 - September 2001
Arizona Diamondbacks February 1999 - March 2001
Arizona Diamondbacks July 1997 - February 1999
Skills
Marketing, Weddings, Event Management, Marketing Strategy, Public Relations, Photos, Photography, Online Advertising, Event Photography, Blogging, Customer Service, Portrait Photography, Wedding Photography, Sales, Social Media
Education
Arizona State University 1992 — 1996
BS, Business/Marketing
Charles Schwab July 2015 - Present
EME Photography September 2002 - Present
Alliant Foodservice/City Meat3 January 2001 - September 2001
Arizona Diamondbacks February 1999 - March 2001
Arizona Diamondbacks July 1997 - February 1999
Skills
Marketing, Weddings, Event Management, Marketing Strategy, Public Relations, Photos, Photography, Online Advertising, Event Photography, Blogging, Customer Service, Portrait Photography, Wedding Photography, Sales, Social Media
Education
Arizona State University 1992 — 1996
BS, Business/Marketing
Jill Busbee's Charles Schwab Experience April 2011 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
Firebird Realty 2002 - April 2011
Vanguard February 1996 - April 2011
Skills
Asset Management, Financial Services, Investments, Mutual Funds, Series 63, Series 7, Asset Allocation, FINRA, Retirement, Leadership, Securities, Wealth Management, Relationship Management, Retirement Planning, Management
Education
Arizona State University 1985 — 1989
BS, marketing
Charles Schwab April 2011 - Present
Firebird Realty 2002 - April 2011
Vanguard February 1996 - April 2011
Skills
Asset Management, Financial Services, Investments, Mutual Funds, Series 63, Series 7, Asset Allocation, FINRA, Retirement, Leadership, Securities, Wealth Management, Relationship Management, Retirement Planning, Management
Education
Arizona State University 1985 — 1989
BS, marketing
Doug Sheridan's Charles Schwab Experience June 2014 - August 2014
Job Groovy on Grails / Android Developer at IntraEdge
Industry Computer Software
Experience
IntraEdge March 2015 - Present
BottlesTonight August 2014 - March 2015
Charles Schwab June 2014 - August 2014
Performance Software Corporation May 2013 - May 2014
Apple May 2012 - May 2013
Arizona State University August 2011 - May 2012
Skills
C++, Java, Software Design, Software Development, Python, Team Leadership, Flight Management..., Software Documentation, Software Project..., Mobile Applications, C#, JavaScript, HTML, CSS, Assembly Language, Linux, Requirements Analysis, Linux Server, Microcontrollers, Arduino, Software Engineering, Embedded Systems, Embedded Software, Embedded C, User Interface Design, GUI, Web Design, Web Development, Web Services, Web Marketing, Technical Leadership, Organizational..., Strategic Leadership, Microsoft SQL Server, Physics, Server Administration, Raspberry Pi, Subversion, Object Oriented Design, Objective-C, Eclipse, Visual Studio
Education
Arizona State University 2011 — 2014
Bachelor's Degree, Bachelor of Science Computer Science in the Ira A. Fulton Schools of Engineering, 3.0
IntraEdge March 2015 - Present
BottlesTonight August 2014 - March 2015
Charles Schwab June 2014 - August 2014
Performance Software Corporation May 2013 - May 2014
Apple May 2012 - May 2013
Arizona State University August 2011 - May 2012
Skills
C++, Java, Software Design, Software Development, Python, Team Leadership, Flight Management..., Software Documentation, Software Project..., Mobile Applications, C#, JavaScript, HTML, CSS, Assembly Language, Linux, Requirements Analysis, Linux Server, Microcontrollers, Arduino, Software Engineering, Embedded Systems, Embedded Software, Embedded C, User Interface Design, GUI, Web Design, Web Development, Web Services, Web Marketing, Technical Leadership, Organizational..., Strategic Leadership, Microsoft SQL Server, Physics, Server Administration, Raspberry Pi, Subversion, Object Oriented Design, Objective-C, Eclipse, Visual Studio
Education
Arizona State University 2011 — 2014
Bachelor's Degree, Bachelor of Science Computer Science in the Ira A. Fulton Schools of Engineering, 3.0
Devin Fletcher Devin Fletcher's Charles Schwab Experience August 2008 - January 2013
Job Juris Doctor
Industry Law Practice
Experience
54th District Court of Texas September 2014 - January 2015
Office of the Attorney General- Child Support Division June 2014 - August 2014
Office of the Attorney General- Consumer Protection Division May 2014 - June 2014
McLennan County Criminal District Attorney's Office February 2014 - April 2014
Aid to Victims of Domestic Abuse March 2014 - March 2014
Charles Schwab August 2008 - January 2013
University of Phoenix February 2007 - July 2008
Skills
Public Speaking, Customer Service, Securities, Investments, Trading, Financial Markets
Education
Baylor University School of Law 2013 — 2015
Juris Doctor, Law
Arizona State University 2008 — 2010
BA, English, History
Mesa Community College 2006 — 2008
AA
54th District Court of Texas September 2014 - January 2015
Office of the Attorney General- Child Support Division June 2014 - August 2014
Office of the Attorney General- Consumer Protection Division May 2014 - June 2014
McLennan County Criminal District Attorney's Office February 2014 - April 2014
Aid to Victims of Domestic Abuse March 2014 - March 2014
Charles Schwab August 2008 - January 2013
University of Phoenix February 2007 - July 2008
Skills
Public Speaking, Customer Service, Securities, Investments, Trading, Financial Markets
Education
Baylor University School of Law 2013 — 2015
Juris Doctor, Law
Arizona State University 2008 — 2010
BA, English, History
Mesa Community College 2006 — 2008
AA
Derek Strecker Derek Strecker's Charles Schwab Experience April 2009 - May 2010
Job First Lieutenant Executive Officer at US Army
Industry Logistics and Supply Chain
Experience
Smooth Bore Logistics, LLC October 2014 - Present
US Army August 2004 - Present
Dunn-Edwards Corporation October 2013 - December 2014
Charles Schwab April 2009 - May 2010
Skills
Leadership, Operational Planning, Military Logistics, Customer Service, Marketing, Personnel Management, Personnel Supervision, Market Research, Talent Developer, Logistics Management, Strategic Planning, Social Networking, Personnel Security, Defensive Tactics, Microsoft Office
Education
Arizona State University 2010 — 2012
Bachelor’s Degree, Criminal Justice/ Military Leadership, 3.5
Smooth Bore Logistics, LLC October 2014 - Present
US Army August 2004 - Present
Dunn-Edwards Corporation October 2013 - December 2014
Charles Schwab April 2009 - May 2010
Skills
Leadership, Operational Planning, Military Logistics, Customer Service, Marketing, Personnel Management, Personnel Supervision, Market Research, Talent Developer, Logistics Management, Strategic Planning, Social Networking, Personnel Security, Defensive Tactics, Microsoft Office
Education
Arizona State University 2010 — 2012
Bachelor’s Degree, Criminal Justice/ Military Leadership, 3.5
Joe Defuria Joe Defuria's Charles Schwab Experience September 2012 - March 2013
Job Student At Arrhythmia Technologies Institute
Industry Medical Devices
Experience
Broadridge June 2014 - June 2015
LA Fitness May 2014 - August 2014
Merrill Edge April 2013 - November 2013
Charles Schwab September 2012 - March 2013
Charles Schwab July 2011 - September 2012
Merrill Lynch June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Sales, Customer Service, Research, Leadership, Direct Sales, Financial Analysis, Social Media, Finance, Fitness Training, Human Anatomy, Cardiac Rhythm..., Accounting, Trading
Education
Arrhythmia Technologies Institute 2015 — 2016
Cardiac Medical Devices
Arizona State University 2008 — 2010
Bachelors, Finance + Accounting
Monmouth University 2006 — 2008
Finance
Broadridge June 2014 - June 2015
LA Fitness May 2014 - August 2014
Merrill Edge April 2013 - November 2013
Charles Schwab September 2012 - March 2013
Charles Schwab July 2011 - September 2012
Merrill Lynch June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Sales, Customer Service, Research, Leadership, Direct Sales, Financial Analysis, Social Media, Finance, Fitness Training, Human Anatomy, Cardiac Rhythm..., Accounting, Trading
Education
Arrhythmia Technologies Institute 2015 — 2016
Cardiac Medical Devices
Arizona State University 2008 — 2010
Bachelors, Finance + Accounting
Monmouth University 2006 — 2008
Finance
Eric Draughon Eric Draughon's Charles Schwab Experience September 2012 - Present
Job Operations and Client Services Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Charles Schwab August 2010 - Present
Skills
Customer Service, Operations Management
Education
Arizona State University 1996 — 2000
Bachelor’s Degree, Psychology, 3.5 GPA
Charles Schwab September 2012 - Present
Charles Schwab August 2010 - Present
Skills
Customer Service, Operations Management
Education
Arizona State University 1996 — 2000
Bachelor’s Degree, Psychology, 3.5 GPA
James Fonville James Fonville's Charles Schwab Experience June 2015 - Present
Job Student at Arizona State University
Industry Investment Management
Experience
Charles Schwab June 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Arizona State University 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics
Charles Schwab June 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Arizona State University 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics
Jaime Casap Jaime Casap's Charles Schwab Experience February 2004 - February 2006
Job Chief Education Evangelist, Google
Industry Information Technology and Services
Experience
Google February 2006 - Present
Charles Schwab February 2004 - February 2006
Newmont Mining Corporation December 2002 - January 2004
Accenture (Andersen Consulting) January 1996 - October 2002
Skills
Leadership, Organizational Culture, Change Management, Program Management, Instructional Design, Organizational..., Leadership Development, Strategic Planning, Project Management, Management Consulting, E-Learning, Strategy, Inspiring People, Critical Thinking, Visionary, Coaching, Social Media, Entrepreneurship, Management, Analytics, Business Transformation, System Administration, Process Improvement, Blended Learning, Talent Management, Strategic Partnerships, Public Speaking, Consulting, Business Strategy, Performance Management, Human Resources, Nonprofits, Technology Integration, Workshop Facilitation, Staff Development, Training, Analysis, Adult Education, Start-ups, Mobile Devices, Cross-functional Team..., New Business Development, Organizational..., Data Analysis, Business Process, Social Networking, Business Development, Policy, Team Building, Team Leadership
Education
Arizona State University 1991 — 1993
MPA
Arizona State University 1991 — 1993
Master's in Public Policy
State University of New York at Brockport 1987 — 1991
BS
Google February 2006 - Present
Charles Schwab February 2004 - February 2006
Newmont Mining Corporation December 2002 - January 2004
Accenture (Andersen Consulting) January 1996 - October 2002
Skills
Leadership, Organizational Culture, Change Management, Program Management, Instructional Design, Organizational..., Leadership Development, Strategic Planning, Project Management, Management Consulting, E-Learning, Strategy, Inspiring People, Critical Thinking, Visionary, Coaching, Social Media, Entrepreneurship, Management, Analytics, Business Transformation, System Administration, Process Improvement, Blended Learning, Talent Management, Strategic Partnerships, Public Speaking, Consulting, Business Strategy, Performance Management, Human Resources, Nonprofits, Technology Integration, Workshop Facilitation, Staff Development, Training, Analysis, Adult Education, Start-ups, Mobile Devices, Cross-functional Team..., New Business Development, Organizational..., Data Analysis, Business Process, Social Networking, Business Development, Policy, Team Building, Team Leadership
Education
Arizona State University 1991 — 1993
MPA
Arizona State University 1991 — 1993
Master's in Public Policy
State University of New York at Brockport 1987 — 1991
BS
Danielle DiGrandi's Charles Schwab Experience 2007 - 2007
Job National Accounts Manager at Hayes Software Systems
Industry Computer Software
Experience
Hayes Software Systems December 2014 - Present
Main Street Hub May 2014 - October 2014
JPMorgan Chase July 2011 - July 2013
Quicken Loans August 2008 - January 2011
Charles Schwab 2007 - 2007
Skills
Sales, Mortgage Lending, Account Management, Financial Analysis, Real Estate, Business Analysis, New Business Development, Marketing, Social Media Marketing, Business Development, Customer Service, Consulting, Financial Advisory, Outside Sales, Customer Retention, CRM, Communication, Customer Acquisition, Long-term Customer..., Sales Presentations, Product Marketing, Salesforce.com, Educational Technology, K-12 Education, Lead Generation
Education
Arizona State University 2004 — 2008
Bachelor's degree, Marketing
Westlake High School 2000 — 2004
Hayes Software Systems December 2014 - Present
Main Street Hub May 2014 - October 2014
JPMorgan Chase July 2011 - July 2013
Quicken Loans August 2008 - January 2011
Charles Schwab 2007 - 2007
Skills
Sales, Mortgage Lending, Account Management, Financial Analysis, Real Estate, Business Analysis, New Business Development, Marketing, Social Media Marketing, Business Development, Customer Service, Consulting, Financial Advisory, Outside Sales, Customer Retention, CRM, Communication, Customer Acquisition, Long-term Customer..., Sales Presentations, Product Marketing, Salesforce.com, Educational Technology, K-12 Education, Lead Generation
Education
Arizona State University 2004 — 2008
Bachelor's degree, Marketing
Westlake High School 2000 — 2004
Christopher Womack's Charles Schwab Experience September 2012 - October 2013
Job Financial Advisor
Industry Investment Management
Experience
USAA October 2013 - Present
Charles Schwab September 2012 - October 2013
Womack Development Company June 2011 - July 2012
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Microsoft Excel, Valuation, Microsoft Office, Series 7, Series 63, Wealth Management, Investment Management, Options, Derivatives, Retirement Planning, Investment Strategies
Education
Arizona State University 2008 — 2012
Bachelor of Science, Biochemistry
USAA October 2013 - Present
Charles Schwab September 2012 - October 2013
Womack Development Company June 2011 - July 2012
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Microsoft Excel, Valuation, Microsoft Office, Series 7, Series 63, Wealth Management, Investment Management, Options, Derivatives, Retirement Planning, Investment Strategies
Education
Arizona State University 2008 — 2012
Bachelor of Science, Biochemistry
Glenne Savage Glenne Savage's Charles Schwab Experience October 2011 - December 2011
Job FrontEnd Web Designer/Developer at Glenne Savage Design
Industry Internet
Experience
Glenne Savage Design June 2002 - Present
American Express January 2012 - July 2014
Charles Schwab October 2011 - December 2011
American Express March 2010 - September 2011
Pulte Homes December 2008 - March 2010
Vision Engravers December 2007 - April 2008
Skills
HTML, Technical Writing, SharePoint, Dreamweaver, Email Marketing, Web Design, Photoshop, MS Project, Illustrator, Process Improvement, CSS, Adobe Fireworks, Outlook, Flash, JavaScript, Microsoft Office 2007,..., Microsoft FrontPage, Windows 7, Windows XP Pro, Windows, Lotus Notes, Business Analysis, SharePoint Designer, XHTML, Siebel EMOD, Exact Target, JARIS, InQuira CMS, Microsoft Desktop..., Fireworks, Windows Vista, Windows 2000, Windows ME, Microsoft Windows 98, Windows 95, Bootstrap, Web Content Management, WordPress, Social Media, Graphic Design, Project Management, Management
Education
Arizona State University 2008 — 2011
Bachelor of Applied Science, Internet and Web Development, 3.87 GPA
Rio Salado College 2005 — 2007
Associate of Applied Science, Computer Technology with Emphasis in Web Design, 3.9 GPA
Glenne Savage Design June 2002 - Present
American Express January 2012 - July 2014
Charles Schwab October 2011 - December 2011
American Express March 2010 - September 2011
Pulte Homes December 2008 - March 2010
Vision Engravers December 2007 - April 2008
Skills
HTML, Technical Writing, SharePoint, Dreamweaver, Email Marketing, Web Design, Photoshop, MS Project, Illustrator, Process Improvement, CSS, Adobe Fireworks, Outlook, Flash, JavaScript, Microsoft Office 2007,..., Microsoft FrontPage, Windows 7, Windows XP Pro, Windows, Lotus Notes, Business Analysis, SharePoint Designer, XHTML, Siebel EMOD, Exact Target, JARIS, InQuira CMS, Microsoft Desktop..., Fireworks, Windows Vista, Windows 2000, Windows ME, Microsoft Windows 98, Windows 95, Bootstrap, Web Content Management, WordPress, Social Media, Graphic Design, Project Management, Management
Education
Arizona State University 2008 — 2011
Bachelor of Applied Science, Internet and Web Development, 3.87 GPA
Rio Salado College 2005 — 2007
Associate of Applied Science, Computer Technology with Emphasis in Web Design, 3.9 GPA
Jaylene Jackson Jaylene Jackson's Charles Schwab Experience September 2014 - Present
Job Operations ATS
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Mphasis and Charles Schwab February 2014 - August 2014
JPMorgan Chase March 2013 - December 2013
Walmart March 2009 - March 2013
Skills
Trend Forecasting, Editing, Financial Analysis, Customer Service, Sales, Analysis, Microsoft Excel, Data Analysis, Statistics
Education
Arizona State University
Bachelor of Science (B.Sc.), Economics
Choate Rosemary Hall
Charles Schwab September 2014 - Present
Mphasis and Charles Schwab February 2014 - August 2014
JPMorgan Chase March 2013 - December 2013
Walmart March 2009 - March 2013
Skills
Trend Forecasting, Editing, Financial Analysis, Customer Service, Sales, Analysis, Microsoft Excel, Data Analysis, Statistics
Education
Arizona State University
Bachelor of Science (B.Sc.), Economics
Choate Rosemary Hall
Jim De Fazio Jim De Fazio's Charles Schwab Experience June 2015 - Present
Job RIA Supervision Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab January 2014 - Present
Charles Schwab 2011 - 2014
Entrepreneur 2006 - 2010
Charles Schwab 1999 - 2006
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Skills
Financial Services, Process Improvement, Qualitative Research, Proposal Writing, Report Writing, Project Planning, Public Speaking, Management, Analysis, Employee Training, Strategic Communications, Presentation Coaching, Registered Investment..., Wealth Management, securities, Intercultural..., Microsoft Office, Retirement Planning, Coaching, Team Leadership
Education
Arizona State University 2006 — 2008
B.M.and M.A., Ethnomusicology
University of California, Santa Barbara 1990 — 1994
Music theory
Charles Schwab June 2015 - Present
Charles Schwab January 2014 - Present
Charles Schwab 2011 - 2014
Entrepreneur 2006 - 2010
Charles Schwab 1999 - 2006
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Skills
Financial Services, Process Improvement, Qualitative Research, Proposal Writing, Report Writing, Project Planning, Public Speaking, Management, Analysis, Employee Training, Strategic Communications, Presentation Coaching, Registered Investment..., Wealth Management, securities, Intercultural..., Microsoft Office, Retirement Planning, Coaching, Team Leadership
Education
Arizona State University 2006 — 2008
B.M.and M.A., Ethnomusicology
University of California, Santa Barbara 1990 — 1994
Music theory
Christi Brown CFP® Christi Brown CFP®'s Charles Schwab Experience February 2010 - Present
Job Regional Bond Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Charles Schwab December 2006 - February 2010
Education
Arizona State University 1996 — 1999
Bachelor of Arts (BA) Journalism, Business/ Public Relations
Charles Schwab February 2010 - Present
Charles Schwab December 2006 - February 2010
Education
Arizona State University 1996 — 1999
Bachelor of Arts (BA) Journalism, Business/ Public Relations
Daniel Everhard's Charles Schwab Experience August 2014 - Present
Job Associate System Administrator at Charles Schwab
Industry Military
Experience
Charles Schwab August 2014 - Present
Arizona Army National Guard October 2013 - Present
Charles Schwab June 2014 - August 2014
US Army September 2009 - October 2013
New Mexico Department of Corrections November 2008 - September 2009
Skills
Military, Intelligence Analysis, Army, HUMINT, Security, Intelligence, Military Experience, Interrogation, Special Operations, Counterterrorism, Combat, National Security, Force Protection, Microsoft Office, Counterinsurgency, Counterintelligence, BMC Remedy, Shell Scripting, Python, DoD Top Secret Clearance
Education
Cochise College 2010 — 2010
Military Intelligence
Central New Mexico Community College 2006 — 2008
Arizona State University
Information Technology, Network Security and Administration
Charles Schwab August 2014 - Present
Arizona Army National Guard October 2013 - Present
Charles Schwab June 2014 - August 2014
US Army September 2009 - October 2013
New Mexico Department of Corrections November 2008 - September 2009
Skills
Military, Intelligence Analysis, Army, HUMINT, Security, Intelligence, Military Experience, Interrogation, Special Operations, Counterterrorism, Combat, National Security, Force Protection, Microsoft Office, Counterinsurgency, Counterintelligence, BMC Remedy, Shell Scripting, Python, DoD Top Secret Clearance
Education
Cochise College 2010 — 2010
Military Intelligence
Central New Mexico Community College 2006 — 2008
Arizona State University
Information Technology, Network Security and Administration
Dorothy Michelle Faust-Davis's Charles Schwab Experience January 2010 - January 2012
Job Licensed Associate Counselor at Valle del Sol
Industry Mental Health Care
Experience
Valle del Sol March 2015 - Present
Phoenix Interfaith Counseling September 2014 - March 2015
Glendale Community College July 2014 - September 2014
St. Matthew's Catholic School January 2014 - May 2014
Catholic Charities July 2013 - May 2014
Charles Schwab January 2010 - January 2012
New Mexico State University August 2007 - December 2009
Chi Omega Fraternity Executive Headquarters May 2006 - August 2006
University of Washington November 2005 - May 2006
Chi Omega Fraternity Executive Headquarters May 2005 - September 2005
Skills
Event Planning, Self-esteem, Grief Counseling, EMDR, Client Centered, National Certified..., Licensed Associate..., DBT
Education
Arizona State University 2012 — 2014
Master of Counseling, 3.88
New Mexico State University 2007 — 2009
Master of Business Administration (M.B.A.), 3.8
Thammasat University 2008 — 2008
Buddhist Studies
The University of Tennessee at Chattanooga 2003 — 2007
Bachelor of Science (B.S.), Psychology, 3.9
University of Washington 2005 — 2006
Psychology
Valle del Sol March 2015 - Present
Phoenix Interfaith Counseling September 2014 - March 2015
Glendale Community College July 2014 - September 2014
St. Matthew's Catholic School January 2014 - May 2014
Catholic Charities July 2013 - May 2014
Charles Schwab January 2010 - January 2012
New Mexico State University August 2007 - December 2009
Chi Omega Fraternity Executive Headquarters May 2006 - August 2006
University of Washington November 2005 - May 2006
Chi Omega Fraternity Executive Headquarters May 2005 - September 2005
Skills
Event Planning, Self-esteem, Grief Counseling, EMDR, Client Centered, National Certified..., Licensed Associate..., DBT
Education
Arizona State University 2012 — 2014
Master of Counseling, 3.88
New Mexico State University 2007 — 2009
Master of Business Administration (M.B.A.), 3.8
Thammasat University 2008 — 2008
Buddhist Studies
The University of Tennessee at Chattanooga 2003 — 2007
Bachelor of Science (B.S.), Psychology, 3.9
University of Washington 2005 — 2006
Psychology
Curtis Stock Curtis Stock's Charles Schwab Experience March 2011 - March 2013
Job Mortgage Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2013 - Present
Charles Schwab March 2011 - March 2013
Education
Arizona State University 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Central Michigan University
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase March 2013 - Present
Charles Schwab March 2011 - March 2013
Education
Arizona State University 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Central Michigan University
Bachelor of Science (BS), Business Administration and Management, General
Jacob Goldberg's Charles Schwab Experience January 2015 - Present
Job Financial Services Professional, Entrepreneur, Musician
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Whistl April 2013 - Present
Jacob Math January 2011 - Present
Musician October 2001 - Present
Skills
Entrepreneurship, Sales, Tutoring, Teaching, Management, Series 7, Series 63, Customer Service, Bass Guitar, Mathematics, Algebra, Calculus, Copywriting, Microsoft Excel, PowerPoint, Band
Education
Arizona State University 2010 — 2014
Undergraduate, Mathematics (Minor), Senior
Arizona State University, W. P. Carey School of Business 2010 — 2014
Undergraduate, Finance, Senior
Charles Schwab January 2015 - Present
Whistl April 2013 - Present
Jacob Math January 2011 - Present
Musician October 2001 - Present
Skills
Entrepreneurship, Sales, Tutoring, Teaching, Management, Series 7, Series 63, Customer Service, Bass Guitar, Mathematics, Algebra, Calculus, Copywriting, Microsoft Excel, PowerPoint, Band
Education
Arizona State University 2010 — 2014
Undergraduate, Mathematics (Minor), Senior
Arizona State University, W. P. Carey School of Business 2010 — 2014
Undergraduate, Finance, Senior
Eric Frese Eric Frese's Charles Schwab Experience September 2012 - Present
Job
Industry
Experience
Charles Schwab September 2012 - Present
Charles Schwab June 2011 - September 2012
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Arizona State University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Charles Schwab September 2012 - Present
Charles Schwab June 2011 - September 2012
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Arizona State University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Cormac Murphy, CFA's Charles Schwab Experience July 2010 - October 2012
Job Senior Fixed Income Analyst at Charles Schwab Investment Advisory
Industry Financial Services
Experience
Charles Schwab Investment Advisory October 2012 - Present
Charles Schwab July 2010 - October 2012
Charles Schwab January 2010 - July 2010
Charles Schwab March 2008 - January 2010
T-Mobile November 2006 - January 2007
Fry's Electronics June 2005 - May 2006
Skills
Equities, Retirement Planning, Securities, Trading, Investments, Financial Analysis, Asset Allocation, Fixed Income, Investment Management, Portfolio Management, ETFs, Financial Research
Education
University of Colorado at Denver 2012 — 2015
Master of Arts (M.A.), Economics
Arizona State University 2003 — 2008
BS, Economics
Boston University 2007 — 2007
Paralegal Certificate
Charles Schwab Investment Advisory October 2012 - Present
Charles Schwab July 2010 - October 2012
Charles Schwab January 2010 - July 2010
Charles Schwab March 2008 - January 2010
T-Mobile November 2006 - January 2007
Fry's Electronics June 2005 - May 2006
Skills
Equities, Retirement Planning, Securities, Trading, Investments, Financial Analysis, Asset Allocation, Fixed Income, Investment Management, Portfolio Management, ETFs, Financial Research
Education
University of Colorado at Denver 2012 — 2015
Master of Arts (M.A.), Economics
Arizona State University 2003 — 2008
BS, Economics
Boston University 2007 — 2007
Paralegal Certificate
Jason Pearce Jason Pearce's Charles Schwab Experience October 1999 - April 2003
Job Manager of Financial Planning and Analysis at etailz Inc.
Industry Information Technology and Services
Experience
etailz November 2012 - Present
CU*NorthWest December 2011 - November 2012
Eastern Washington University 2009 - 2011
Bank of America April 2003 - December 2008
Charles Schwab October 1999 - April 2003
Skills
Microsoft Office, Microsoft Excel, Accounting, QuickBooks, Financial Statements, Vendor Management, Variance Analysis, Financial Analysis, Pricing, Metrics Reporting, Forecasting, Accounts Receivable, 10 Key, Corporate Budgeting, Cost Planning, Financial Reporting, Finance, Financial Projection, Visual Basic, Management, Leadership
Education
Eastern Washington University 2008 — 2010
Bachelor's degree, Accounting
Arizona State University 1995 — 1999
Bachelor's degree, Intedisciplinary Sudies (Business and Communication)
etailz November 2012 - Present
CU*NorthWest December 2011 - November 2012
Eastern Washington University 2009 - 2011
Bank of America April 2003 - December 2008
Charles Schwab October 1999 - April 2003
Skills
Microsoft Office, Microsoft Excel, Accounting, QuickBooks, Financial Statements, Vendor Management, Variance Analysis, Financial Analysis, Pricing, Metrics Reporting, Forecasting, Accounts Receivable, 10 Key, Corporate Budgeting, Cost Planning, Financial Reporting, Finance, Financial Projection, Visual Basic, Management, Leadership
Education
Eastern Washington University 2008 — 2010
Bachelor's degree, Accounting
Arizona State University 1995 — 1999
Bachelor's degree, Intedisciplinary Sudies (Business and Communication)
James Emmelkamp James Emmelkamp's Charles Schwab Experience October 2004 - September 2006
Job IT Leader, CIGNA Healthcare IT
Industry Information Technology and Services
Experience
CIGNA Healthcare October 2006 - Present
Charles Schwab October 2004 - September 2006
CoBank 2003 - 2004
MCI Communications October 1993 - December 2002
RTC/FDIC 1990 - 1992
Skills
Software Development, Crystal Reports, Oracle HR, SDLC, PMP, Vendor Management, Project Management, Visio, Process Improvement, Requirements Analysis, Business Analysis, Change Management, Program Management, Integration, MS Project, PL/SQL, SharePoint, Oracle, ITIL, Business Intelligence, Management, Leadership, Requirements Gathering, Outsourcing, Agile Methodologies, Software Project..., ERP, Software Documentation, Enterprise Architecture, Databases
Education
Arizona State University
BS, Computer Information Systems
University of Denver
MS, Computer Information Systems
CIGNA Healthcare October 2006 - Present
Charles Schwab October 2004 - September 2006
CoBank 2003 - 2004
MCI Communications October 1993 - December 2002
RTC/FDIC 1990 - 1992
Skills
Software Development, Crystal Reports, Oracle HR, SDLC, PMP, Vendor Management, Project Management, Visio, Process Improvement, Requirements Analysis, Business Analysis, Change Management, Program Management, Integration, MS Project, PL/SQL, SharePoint, Oracle, ITIL, Business Intelligence, Management, Leadership, Requirements Gathering, Outsourcing, Agile Methodologies, Software Project..., ERP, Software Documentation, Enterprise Architecture, Databases
Education
Arizona State University
BS, Computer Information Systems
University of Denver
MS, Computer Information Systems
James A. Flanagan James A. Flanagan's Charles Schwab Experience September 2009 - Present
Job Managing Director Voice and Network Services Charles Schwab
Industry Telecommunications
Experience
Charles Schwab September 2009 - Present
DHL February 2004 - September 2009
Avnet January 1990 - January 2004
Skills
Telecommunications, Vendor Management, IT Management, IT Strategy, Data Center, EDI, Process Improvement, Project Portfolio..., Disaster Recovery, Business Process..., Change Management, Outsourcing, Business Analysis, Enterprise Architecture, Integration, PMO, Business Process, IT Operations, Business Process..., Business Intelligence, Cross-functional Team..., Information Technology, PMP, Cloud Computing, IT Service Management, Visio, SharePoint
Education
Arizona State University 1986 — 1989
Charles Schwab September 2009 - Present
DHL February 2004 - September 2009
Avnet January 1990 - January 2004
Skills
Telecommunications, Vendor Management, IT Management, IT Strategy, Data Center, EDI, Process Improvement, Project Portfolio..., Disaster Recovery, Business Process..., Change Management, Outsourcing, Business Analysis, Enterprise Architecture, Integration, PMO, Business Process, IT Operations, Business Process..., Business Intelligence, Cross-functional Team..., Information Technology, PMP, Cloud Computing, IT Service Management, Visio, SharePoint
Education
Arizona State University 1986 — 1989
Curtis Stock Curtis Stock's Charles Schwab Experience March 2011 - May 2013
Job Small Business Consultant at GoDaddy
Industry Internet
Frank Osman's Charles Schwab Experience December 2014 — Present
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 — Present
Charles Schwab September 2011 — December 2014
Arizona State University August 2008 — May 2011
Skills
Series 7, Investments, Series 63, Retirement Planning, Mutual Funds, Asset Management, Retirement, Securities, Portfolio Management, Wealth Management, Investment Advisory, FINRA, Fixed Annuities, Asset Allocation, Strategic Financial..., Breaking News, Financial Reporting, Reporting & Analysis, Options, Financial Markets, Customer Service, Finance, Financial Services
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Economics
Charles Schwab December 2014 — Present
Charles Schwab September 2011 — December 2014
Arizona State University August 2008 — May 2011
Skills
Series 7, Investments, Series 63, Retirement Planning, Mutual Funds, Asset Management, Retirement, Securities, Portfolio Management, Wealth Management, Investment Advisory, FINRA, Fixed Annuities, Asset Allocation, Strategic Financial..., Breaking News, Financial Reporting, Reporting & Analysis, Options, Financial Markets, Customer Service, Finance, Financial Services
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Economics
Craig Kruse's Charles Schwab Experience June 2015 - Present
Job Sr. Manager Advisor Services Sales Operations
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab 2004 - June 2015
Charles Schwab 2004 - 2008
Skills
Series 63, Series 7, Series 9, Series 10
Education
Arizona State University 2004 — 2006
MBA, Business Administration
University of Northern Iowa 1992 — 1996
BA
Charles Schwab June 2015 - Present
Charles Schwab 2004 - June 2015
Charles Schwab 2004 - 2008
Skills
Series 63, Series 7, Series 9, Series 10
Education
Arizona State University 2004 — 2006
MBA, Business Administration
University of Northern Iowa 1992 — 1996
BA
Colin Nelson's Charles Schwab Experience January 2010 - February 2011
Job Marketing Analyst, DoublePositive
Industry Marketing and Advertising
Experience
DoublePositive February 2011 - Present
Veritas Prep May 2009 - Present
Charles Schwab January 2010 - February 2011
American Express June 2008 - August 2008
State of Arizona December 2006 - August 2007
Peace Corps June 2004 - July 2006
In-Stat/MDR January 2002 - May 2004
Skills
Forecasting, Financial Modeling, Executive-level..., Portfolio Management, Variance Analysis, Performance Based..., Market Research, Data Analysis, Business Analysis, Competitive Analysis, Analysis, Financial Analysis, Cross-functional Team...
Education
Arizona State University 2007 — 2009
MBA, Financial Management & Markets, International Business
Arizona State University 1998 — 2001
BS, Finance, Economics
DoublePositive February 2011 - Present
Veritas Prep May 2009 - Present
Charles Schwab January 2010 - February 2011
American Express June 2008 - August 2008
State of Arizona December 2006 - August 2007
Peace Corps June 2004 - July 2006
In-Stat/MDR January 2002 - May 2004
Skills
Forecasting, Financial Modeling, Executive-level..., Portfolio Management, Variance Analysis, Performance Based..., Market Research, Data Analysis, Business Analysis, Competitive Analysis, Analysis, Financial Analysis, Cross-functional Team...
Education
Arizona State University 2007 — 2009
MBA, Financial Management & Markets, International Business
Arizona State University 1998 — 2001
BS, Finance, Economics
Danny Betkowski's Charles Schwab Experience May 2007 - Present
Job DBA at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2007 - Present
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Business Admin
Arizona State University 2004 — 2008
marakana!
Charles Schwab May 2007 - Present
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Business Admin
Arizona State University 2004 — 2008
marakana!
Christy Knotz's Charles Schwab Experience April 2010 - Present
Job at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
Skills
Series 7
Education
Arizona State University 2007 — 2009
Bachelor of Science (BS), Global Business (Financial Management)
Charles Schwab April 2010 - Present
Skills
Series 7
Education
Arizona State University 2007 — 2009
Bachelor of Science (BS), Global Business (Financial Management)
Jason Fannon's Charles Schwab Experience 2005 - Present
Job VP Senior Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2005 - Present
Skills
Employee Benefits, Series 7, FINRA, Retirement, Selling, Retirement Planning, Strategic Financial..., Marketing Strategy, New Business Development, Investment Strategies, Estate Planning, Series 63, Strategic Planning, Mutual Funds, Management, Leadership, Asset Allocation, CRM, Asset Management, IRAs, Wealth Management, Program Management, Strategy, Customer Service, Alternative Investments, Team Building, Portfolio Management, Uniform Combined State..., Process Improvement, Team Leadership, Project Management, Management Consulting, Financial Modeling, Financial Analysis, Sales Management, Investments, Business Development, Financial Reporting, Forecasting, Risk Management, Business Analysis, Pensions, Securities, Personal Financial..., Investment Advisory, Wealth Management..., Investment Management, 401k, Business Strategy, Banking
Education
Florida State University 2004 — 2005
Certificate in Financial Planning, Finance
Wayne State University 2002 — 2004
MBA, Finance
Arizona State University 1995 — 1998
BS, Management
Charles Schwab 2005 - Present
Skills
Employee Benefits, Series 7, FINRA, Retirement, Selling, Retirement Planning, Strategic Financial..., Marketing Strategy, New Business Development, Investment Strategies, Estate Planning, Series 63, Strategic Planning, Mutual Funds, Management, Leadership, Asset Allocation, CRM, Asset Management, IRAs, Wealth Management, Program Management, Strategy, Customer Service, Alternative Investments, Team Building, Portfolio Management, Uniform Combined State..., Process Improvement, Team Leadership, Project Management, Management Consulting, Financial Modeling, Financial Analysis, Sales Management, Investments, Business Development, Financial Reporting, Forecasting, Risk Management, Business Analysis, Pensions, Securities, Personal Financial..., Investment Advisory, Wealth Management..., Investment Management, 401k, Business Strategy, Banking
Education
Florida State University 2004 — 2005
Certificate in Financial Planning, Finance
Wayne State University 2002 — 2004
MBA, Finance
Arizona State University 1995 — 1998
BS, Management
Charles Root's Charles Schwab Experience April 2006 - Present
Job DBA at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2006 - Present
Skills
ASP.NET, Microsoft SQL Server, T-SQL, SQL Server Management..., Visual Studio, C#, WMI, SCCM, Tripwire Enterprise, Active Directory, HTML, Windows Server, System Administration, Vulnerability Scanning, Vulnerability Management
Education
Arizona State University 1999 — 2003
Bachelor of Computational Mathematical Sciences
Charles Schwab April 2006 - Present
Skills
ASP.NET, Microsoft SQL Server, T-SQL, SQL Server Management..., Visual Studio, C#, WMI, SCCM, Tripwire Enterprise, Active Directory, HTML, Windows Server, System Administration, Vulnerability Scanning, Vulnerability Management
Education
Arizona State University 1999 — 2003
Bachelor of Computational Mathematical Sciences
Erik Sparks's Charles Schwab Experience December 1996 - March 2006
Job Sr. Business Analyst at Selective Insurance
Industry Computer Software
Experience
Selective Insurance November 2013 - Present
TSymmetry June 2012 - June 2013
Metropolitan Opera August 2010 - May 2013
BioReference Laboratories April 2011 - June 2012
Sanofi Pasteur May 2008 - April 2011
BioReference Laboratories December 2007 - April 2008
Laird Technologies March 2006 - November 2007
Charles Schwab December 1996 - March 2006
Skills
Business Analysis, SQL Server, Microstrategy, Access, Excel, Analysis, Testing, Data Analysis, Databases, .NET, SQL, Microsoft Office, Microsoft SQL Server, Visio, Microsoft Excel, CRM, Musical Theatre, Theatre, Acting, Project Management, Requirements Gathering, Management, Editing, Change Management
Education
Arizona State University 1992 — 1994
Master of Music, Vocal Performance
Arizona State University 1987 — 1992
Bachelor of Music, Music Education
Selective Insurance November 2013 - Present
TSymmetry June 2012 - June 2013
Metropolitan Opera August 2010 - May 2013
BioReference Laboratories April 2011 - June 2012
Sanofi Pasteur May 2008 - April 2011
BioReference Laboratories December 2007 - April 2008
Laird Technologies March 2006 - November 2007
Charles Schwab December 1996 - March 2006
Skills
Business Analysis, SQL Server, Microstrategy, Access, Excel, Analysis, Testing, Data Analysis, Databases, .NET, SQL, Microsoft Office, Microsoft SQL Server, Visio, Microsoft Excel, CRM, Musical Theatre, Theatre, Acting, Project Management, Requirements Gathering, Management, Editing, Change Management
Education
Arizona State University 1992 — 1994
Master of Music, Vocal Performance
Arizona State University 1987 — 1992
Bachelor of Music, Music Education
Elizabeth Paradis's Charles Schwab Experience July 2015 - Present
Job Senior Global Sourcing Manager ➙ Global Procurement with Expertise in Telecom, Technology & Category Management
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
American Express October 2002 - June 2015
Accenture February 2001 - August 2002
The CIT Group July 2000 - February 2001
Skills
Strategic Sourcing, Procurement, Six Sigma, Sourcing, Project Management, Contract Negotiation, Strategy, Purchasing, Telecom Expense..., Telecommunications, Telepresence, IT contract negotiation, Consulting, Cisco Technologies, Technology, Global Sourcing, IT Sourcing, Contract Management, Contractual Agreements, Compliance, Team Leadership, Thought Leadership, Change Management, Communication, Internal Communications, Communication Skills, RFx process, RFx, Vendor Management
Education
Arizona State University
Bachelor of, Business and Sociology
Charles Schwab July 2015 - Present
American Express October 2002 - June 2015
Accenture February 2001 - August 2002
The CIT Group July 2000 - February 2001
Skills
Strategic Sourcing, Procurement, Six Sigma, Sourcing, Project Management, Contract Negotiation, Strategy, Purchasing, Telecom Expense..., Telecommunications, Telepresence, IT contract negotiation, Consulting, Cisco Technologies, Technology, Global Sourcing, IT Sourcing, Contract Management, Contractual Agreements, Compliance, Team Leadership, Thought Leadership, Change Management, Communication, Internal Communications, Communication Skills, RFx process, RFx, Vendor Management
Education
Arizona State University
Bachelor of, Business and Sociology
Eileen Berger's Charles Schwab Experience April 2004 - Present
Job Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2004 - Present
Best Software 2000 - 2004
Axient Communications 2000 - 2000
Bank One 1996 - 2000
Great Bagel & Coffee Company 1992 - 1995
Education
Arizona State University
Marcos de Niza
Charles Schwab April 2004 - Present
Best Software 2000 - 2004
Axient Communications 2000 - 2000
Bank One 1996 - 2000
Great Bagel & Coffee Company 1992 - 1995
Education
Arizona State University
Marcos de Niza
Jackie Koppel's Charles Schwab Experience August 2003 - June 2004
Job Account Manager at C&G Consulting Services, Inc
Industry Staffing and Recruiting
Experience
C&G Consulting Services, Inc April 2015 - Present
CIBC May 2009 - March 2012
BNP Paribas February 2008 - May 2009
CIBC August 2004 - January 2008
Charles Schwab August 2003 - June 2004
Wells Fargo January 2003 - July 2003
McKesson October 2002 - November 2002
Charles Schwab March 2002 - September 2002
COMFORCE June 2001 - February 2002
Computer Horizons July 1998 - May 2001
Skills
Recruiting, Applicant Tracking..., Talent Management, Onboarding, Technical Recruiting, College Recruiting, Talent Acquisition, Executive Search, Temporary Placement, Sourcing, Performance Management, Management, Human Resources, Internet Recruiting, Employee Relations
Education
Arizona State University
Bachelor's Degree, Marketing
Livingston High
C&G Consulting Services, Inc April 2015 - Present
CIBC May 2009 - March 2012
BNP Paribas February 2008 - May 2009
CIBC August 2004 - January 2008
Charles Schwab August 2003 - June 2004
Wells Fargo January 2003 - July 2003
McKesson October 2002 - November 2002
Charles Schwab March 2002 - September 2002
COMFORCE June 2001 - February 2002
Computer Horizons July 1998 - May 2001
Skills
Recruiting, Applicant Tracking..., Talent Management, Onboarding, Technical Recruiting, College Recruiting, Talent Acquisition, Executive Search, Temporary Placement, Sourcing, Performance Management, Management, Human Resources, Internet Recruiting, Employee Relations
Education
Arizona State University
Bachelor's Degree, Marketing
Livingston High
Courtney Crow's Charles Schwab Experience August 2008 - January 2013
Job Retirement Planning
Industry Financial Services
Experience
Charles Schwab August 2008 - January 2013
IBM September 2006 - November 2007
Comcast Cable November 2002 - April 2006
Skills
Building Relationships, Delivery Presentations, Project Management, Account Mangement of..., Training Optimization, Leadershi by Example, Process Improvement for..., Institutional Service..., Fundraising, Strategic Planning, Marketing Communications
Education
Arizona State University
Bachelor of Applied Science (BASc), Business/Corporate Communications and Marketing
Spokane Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business/Corporate Communications, Honors 3.8
Charles Schwab August 2008 - January 2013
IBM September 2006 - November 2007
Comcast Cable November 2002 - April 2006
Skills
Building Relationships, Delivery Presentations, Project Management, Account Mangement of..., Training Optimization, Leadershi by Example, Process Improvement for..., Institutional Service..., Fundraising, Strategic Planning, Marketing Communications
Education
Arizona State University
Bachelor of Applied Science (BASc), Business/Corporate Communications and Marketing
Spokane Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business/Corporate Communications, Honors 3.8
Chris Longfellow's Charles Schwab Experience September 2008 - Present
Job Financial Consultant
Industry Financial Services
Experience
Charles Schwab September 2008 - Present
Charles Schwab October 2005 - September 2008
Charles Schwab 2000 - 2005
Education
Arizona State University - W. P. Carey School of Business 1996 — 1999
BS, Finance
Arizona State University
B.S., Finance
Charles Schwab September 2008 - Present
Charles Schwab October 2005 - September 2008
Charles Schwab 2000 - 2005
Education
Arizona State University - W. P. Carey School of Business 1996 — 1999
BS, Finance
Arizona State University
B.S., Finance
Desiree Christensen's Charles Schwab Experience 1999 - Present
Job Sr Product Owner at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
TYBRIN Corporation 1996 - 2000
Long & Foster Companies 1993 - 1995
Accenture 1985 - 1992
Education
Central Michigan University 1993 — 1995
MS, Software Engineering
Arizona State University 1981 — 1985
B.S., Computer Information and Accounting
Charles Schwab 1999 - Present
TYBRIN Corporation 1996 - 2000
Long & Foster Companies 1993 - 1995
Accenture 1985 - 1992
Education
Central Michigan University 1993 — 1995
MS, Software Engineering
Arizona State University 1981 — 1985
B.S., Computer Information and Accounting
Dawnyce Schutz's Charles Schwab Experience 1996 - 2007
Job Contingent Labor Management Implemenation Manager
Industry Education Management
Experience
Chevron April 2007 - Present
Charles Schwab 1996 - 2007
Education
Arizona State University
BA, Communications
Arizona State University
MA, Communications
Chevron April 2007 - Present
Charles Schwab 1996 - 2007
Education
Arizona State University
BA, Communications
Arizona State University
MA, Communications
James Andrew Gold's Charles Schwab Experience January 2006 - September 2006
Job Business Development Specialist
Industry Telecommunications
Experience
Samsung Telecommunications America February 2014 - Present
GJ2 Guitars 2011 - Present
American Telecommunications, Inc. October 2013 - February 2014
Grand Canyon University April 2013 - October 2013
T-Mobile August 2007 - September 2012
Charles Schwab January 2006 - September 2006
Sports Authority August 2005 - January 2006
Lloyds Banking Group January 2002 - November 2004
Skills
Sales Management, Online Advertising, Marketing Communications, Social Media, Business Development, Advertising, Event Planning, Public Speaking, Telecommunications, Key Account Development, Market Research, GoToMeeting, Sales, Sales Process, Customer Satisfaction, Customer Service, Training, Trade Shows, Store Management, B2B, Key Account Management, Solution Selling, Social Media Marketing, Retail, Contract Negotiation, Marketing, Leadership, Selling Skills, New Business Development, Direct Sales, Salesforce.com, Lead Generation, Cold Calling, Management, Competitive Analysis, Product Marketing, Coaching, Team Leadership, Account Management, Customer Retention, Strategic Partnerships, Team Building, Negotiation, Marketing Strategy, Selling, Sales Operations, CRM, Sales Presentations, Merchandising, Customer Experience
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Master of Business Administration (M.B.A.), International Business & Marketing
Arizona State University 2005 — 2010
Bachelor's Degree, Business, 3.0
Davies Laing & Dick College 2001 — 2002
A-Levels, Business, Art, Photography and English literature.
Trinity Catholic HS 1995 — 2000
GCSE's, 9 Areas, 9 A-C grades
Samsung Telecommunications America February 2014 - Present
GJ2 Guitars 2011 - Present
American Telecommunications, Inc. October 2013 - February 2014
Grand Canyon University April 2013 - October 2013
T-Mobile August 2007 - September 2012
Charles Schwab January 2006 - September 2006
Sports Authority August 2005 - January 2006
Lloyds Banking Group January 2002 - November 2004
Skills
Sales Management, Online Advertising, Marketing Communications, Social Media, Business Development, Advertising, Event Planning, Public Speaking, Telecommunications, Key Account Development, Market Research, GoToMeeting, Sales, Sales Process, Customer Satisfaction, Customer Service, Training, Trade Shows, Store Management, B2B, Key Account Management, Solution Selling, Social Media Marketing, Retail, Contract Negotiation, Marketing, Leadership, Selling Skills, New Business Development, Direct Sales, Salesforce.com, Lead Generation, Cold Calling, Management, Competitive Analysis, Product Marketing, Coaching, Team Leadership, Account Management, Customer Retention, Strategic Partnerships, Team Building, Negotiation, Marketing Strategy, Selling, Sales Operations, CRM, Sales Presentations, Merchandising, Customer Experience
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Master of Business Administration (M.B.A.), International Business & Marketing
Arizona State University 2005 — 2010
Bachelor's Degree, Business, 3.0
Davies Laing & Dick College 2001 — 2002
A-Levels, Business, Art, Photography and English literature.
Trinity Catholic HS 1995 — 2000
GCSE's, 9 Areas, 9 A-C grades
Jesse Heller's Charles Schwab Experience August 2009 - August 2011
Job Procurement Technician at U.S. Department of Veterans Affairs
Industry Hospital & Health Care
Experience
U.S. Department of Veterans Affairs April 2015 - Present
Arizona Air National Guard April 2010 - Present
Meritage Homes September 2013 - July 2014
Charles Schwab August 2009 - August 2011
Arizona Air National Guard July 2004 - April 2010
Pulte Homes July 2004 - December 2008
Oklahoma Air National Guard December 2000 - July 2004
United States Air Force March 1998 - December 2000
Skills
Management, Leadership, Contract Negotiation, Strategic Planning, Customer Service, Project Management, Budgets, Team Building, Process Scheduler, Contract Management, Human Resources, Policy, Military
Education
Arizona State University 2011 — 2014
Bachelor of Science (BS), Health Professions and Related Clinical Sciences, Other
University of Oklahoma - Price College of Business 2000 — 2003
BBA, Management and International Business
U.S. Department of Veterans Affairs April 2015 - Present
Arizona Air National Guard April 2010 - Present
Meritage Homes September 2013 - July 2014
Charles Schwab August 2009 - August 2011
Arizona Air National Guard July 2004 - April 2010
Pulte Homes July 2004 - December 2008
Oklahoma Air National Guard December 2000 - July 2004
United States Air Force March 1998 - December 2000
Skills
Management, Leadership, Contract Negotiation, Strategic Planning, Customer Service, Project Management, Budgets, Team Building, Process Scheduler, Contract Management, Human Resources, Policy, Military
Education
Arizona State University 2011 — 2014
Bachelor of Science (BS), Health Professions and Related Clinical Sciences, Other
University of Oklahoma - Price College of Business 2000 — 2003
BBA, Management and International Business
Jim Urlaub's Charles Schwab Experience June 2000 - September 2000
Job Mainframe storage management at CVS/Caremark
Industry Hospital & Health Care
Experience
CVS/Caremark 2000 - Present
Charles Schwab June 2000 - September 2000
Microage June 1998 - July 2000
Storage Technology Corporation September 1996 - June 1998
First Interstate Bank & Wells Fargo Bank March 1990 - September 1996
MeraBank April 1988 - February 1990
U-Haul International October 1987 - April 1988
Storage Technology Corporation October 1982 - November 1987
Telex Computer Products December 1976 - September 1982
Western Geophysical August 1975 - December 1976
Education
Arizona State University 1971 — 1975
BS, Electronic Engineering
CVS/Caremark 2000 - Present
Charles Schwab June 2000 - September 2000
Microage June 1998 - July 2000
Storage Technology Corporation September 1996 - June 1998
First Interstate Bank & Wells Fargo Bank March 1990 - September 1996
MeraBank April 1988 - February 1990
U-Haul International October 1987 - April 1988
Storage Technology Corporation October 1982 - November 1987
Telex Computer Products December 1976 - September 1982
Western Geophysical August 1975 - December 1976
Education
Arizona State University 1971 — 1975
BS, Electronic Engineering
Greg Riabov's Charles Schwab Experience October 1996 - December 2012
Job Sales Executive at Warwick Resource Group
Industry Financial Services
Experience
Warwick Resource Group August 2015 - Present
Charles Schwab October 1996 - December 2012
Skills
Operations Management, Vendor Management, Strategic Planning, Start-ups, Management, Sales, Strategy, Customer Service, Equities, Business Development, Contract Negotiation, Team Building, CRM, Budgets, Investments, Leadership, Project Management, Business Strategy, Marketing Strategy, Program Management, Sales Management, Business Planning, Financial Analysis, Negotiation, Series 7, series 9/10, series 63, series 66, Property & Casualty...
Education
Arizona State University
Park Ridge
Warwick Resource Group August 2015 - Present
Charles Schwab October 1996 - December 2012
Skills
Operations Management, Vendor Management, Strategic Planning, Start-ups, Management, Sales, Strategy, Customer Service, Equities, Business Development, Contract Negotiation, Team Building, CRM, Budgets, Investments, Leadership, Project Management, Business Strategy, Marketing Strategy, Program Management, Sales Management, Business Planning, Financial Analysis, Negotiation, Series 7, series 9/10, series 63, series 66, Property & Casualty...
Education
Arizona State University
Park Ridge
Jay Watts's Charles Schwab Experience 2002 - April 2009
Job Sr. Consultant at Conferre Solutions
Industry Financial Services
Experience
Conferre Solutions December 2009 - Present
Charles Schwab 2002 - April 2009
Charles Schwab 1999 - 2002
Bank of America Investment Services 1995 - 1999
Skills
Mergers, Financial Services, Account Reconciliation
Education
Arizona State University 1986 — 1990
BS, Finance
Conferre Solutions December 2009 - Present
Charles Schwab 2002 - April 2009
Charles Schwab 1999 - 2002
Bank of America Investment Services 1995 - 1999
Skills
Mergers, Financial Services, Account Reconciliation
Education
Arizona State University 1986 — 1990
BS, Finance
Joe McKersie's Charles Schwab Experience November 2013 - Present
Job Margin Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
American Taekwondo Association April 1996 - Present
Charles Schwab September 2010 - November 2013
W. L. Gore & Associates, Inc. June 2006 - July 2010
Arizona Office of the Auditor General December 1998 - May 2006
Books, Etc., Inc. July 1979 - October 1998
Skills
Microsoft Excel, Analysis, Access, Public Speaking, Project Management, Event Management, Research, Customer Service, Data Analysis, Outlook, Teaching, Financial Analysis, Leadership, Team Building, Strategic Planning, Microsoft Word, Microsoft Office, Process Improvement, Team Leadership, Financial Reporting, Budgets, Leadership Development, Training, Coaching, Management, Program Management, Human Resources, Nonprofits, Marketing
Education
Thunderbird School of Global Management 1988 — 1990
MIM, International Management
Arizona State University 1979 — 1987
BS, Economics & History
Charles Schwab November 2013 - Present
American Taekwondo Association April 1996 - Present
Charles Schwab September 2010 - November 2013
W. L. Gore & Associates, Inc. June 2006 - July 2010
Arizona Office of the Auditor General December 1998 - May 2006
Books, Etc., Inc. July 1979 - October 1998
Skills
Microsoft Excel, Analysis, Access, Public Speaking, Project Management, Event Management, Research, Customer Service, Data Analysis, Outlook, Teaching, Financial Analysis, Leadership, Team Building, Strategic Planning, Microsoft Word, Microsoft Office, Process Improvement, Team Leadership, Financial Reporting, Budgets, Leadership Development, Training, Coaching, Management, Program Management, Human Resources, Nonprofits, Marketing
Education
Thunderbird School of Global Management 1988 — 1990
MIM, International Management
Arizona State University 1979 — 1987
BS, Economics & History
David Adair's Charles Schwab Experience September 2003 - March 2006
Job Investment Solutions Rep
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Crexendo Business Solutions June 2012 - November 2013
Fidelity Investments May 2006 - June 2012
Charles Schwab September 2003 - March 2006
Skills
Uniform Combined State..., Series 65, Sybase, Waterfall, Mainframe, Value Investing, Release Management, Capacity Planning, Ksh, Commodity, Change Management, Metrics, Salesforce.com, Direct Sales, Account Management, Online Marketing, SaaS, CRM, Sales Presentations, Lead Generation, B2B, Email Marketing, SEO, Cold Calling, Sales, Selling, Financial Services, Sales Process
Education
Ottawa University 2002 — 2004
Bachelor of Science (BS), Psychology
Arizona State University 1993 — 1995
Fidelity Investments December 2013 - Present
Crexendo Business Solutions June 2012 - November 2013
Fidelity Investments May 2006 - June 2012
Charles Schwab September 2003 - March 2006
Skills
Uniform Combined State..., Series 65, Sybase, Waterfall, Mainframe, Value Investing, Release Management, Capacity Planning, Ksh, Commodity, Change Management, Metrics, Salesforce.com, Direct Sales, Account Management, Online Marketing, SaaS, CRM, Sales Presentations, Lead Generation, B2B, Email Marketing, SEO, Cold Calling, Sales, Selling, Financial Services, Sales Process
Education
Ottawa University 2002 — 2004
Bachelor of Science (BS), Psychology
Arizona State University 1993 — 1995
Elizabeth Gorman's Charles Schwab Experience 1995 - 2000
Job Project Manager at Union Bank
Industry Marketing and Advertising
Experience
Union Bank May 2014 - Present
della Robbia Imports May 2005 - Present
Jack Morton Worldwide May 2013 - August 2013
Hybrid Design March 2013 - April 2013
Organic 2010 - 2012
Seismicom 2004 - 2009
Grey Group 2002 - 2003
Charles Schwab 1995 - 2000
Evans Group 1992 - 1995
Skills
Speak Italian, Advertising, Integrated Marketing, Digital Marketing, Brand Development, Marketing Communications, Online Advertising
Education
Arizona State University
BA, Journalism, Public Relations, Photojournalism
Union Bank May 2014 - Present
della Robbia Imports May 2005 - Present
Jack Morton Worldwide May 2013 - August 2013
Hybrid Design March 2013 - April 2013
Organic 2010 - 2012
Seismicom 2004 - 2009
Grey Group 2002 - 2003
Charles Schwab 1995 - 2000
Evans Group 1992 - 1995
Skills
Speak Italian, Advertising, Integrated Marketing, Digital Marketing, Brand Development, Marketing Communications, Online Advertising
Education
Arizona State University
BA, Journalism, Public Relations, Photojournalism
Donald Myers's Charles Schwab Experience January 2008 - March 2009
Job Mainframe Developer
Industry Information Technology and Services
Experience
Charles Schwab for Randstad Technologies 2012 - Present
Randstad Technologies 2010 - Present
in Phoenix January 2012 - January 2012
Charles Schwab January 2008 - March 2009
Wells Fargo August 2007 - December 2007
Pacific Bell July 1985 - January 1999
Skills
COBOL, CICS, DB2, Easytrieve, TSO, VSAM, JCL, NDM, Datacom, SQL, Syncsort, IDMS, Word, Mainframe, Xpediter, Fileaid, Endevor, IBM Mainframe, IBM Utilities, MVS, SDSF, ISPF
Education
University of Denver 1989 — 1991
MS Systems Mgmt, Business Administration
Arizona State University 1972 — 1976
Bachelor, Journalism
Charles Schwab for Randstad Technologies 2012 - Present
Randstad Technologies 2010 - Present
in Phoenix January 2012 - January 2012
Charles Schwab January 2008 - March 2009
Wells Fargo August 2007 - December 2007
Pacific Bell July 1985 - January 1999
Skills
COBOL, CICS, DB2, Easytrieve, TSO, VSAM, JCL, NDM, Datacom, SQL, Syncsort, IDMS, Word, Mainframe, Xpediter, Fileaid, Endevor, IBM Mainframe, IBM Utilities, MVS, SDSF, ISPF
Education
University of Denver 1989 — 1991
MS Systems Mgmt, Business Administration
Arizona State University 1972 — 1976
Bachelor, Journalism
David Arvizu, CFP®, ChFC®, CWS®'s Charles Schwab Experience June 2014 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
USAA January 2013 - June 2014
USAA Wealth Management Services 2010 - June 2014
USAA March 2007 - December 2012
USAA March 2005 - March 2007
USAA March 2003 - May 2005
Education
Arizona State University
Bachelor of Science Degree in Finance, Graduated Cum Laude
Charles Schwab June 2014 - Present
USAA January 2013 - June 2014
USAA Wealth Management Services 2010 - June 2014
USAA March 2007 - December 2012
USAA March 2005 - March 2007
USAA March 2003 - May 2005
Education
Arizona State University
Bachelor of Science Degree in Finance, Graduated Cum Laude
Jeffrey Mazzanti's Charles Schwab Experience June 2015 - Present
Job AML Enhanced Due Diligence Sr. Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab May 2012 - Present
Farmers Insurance January 2012 - August 2012
Vanguard July 2008 - January 2012
Vanguard October 2006 - July 2008
Vanguard July 2005 - October 2006
Skills
Options, Series 7, Risk Management, Securities, Series 6, Series 63, Problem Solving, Whole Life, Financial Analysis, Property & Casualty..., Term Life Insurance, Health Insurance, Anti Money Laundering, Due Diligence, Management, Reporting & Analysis
Education
Arizona State University 2001 — 2005
B.S., Business Administration
Arizona State University
Bachelor's of Science Degree, Business Administration and Management, General
Charles Schwab June 2015 - Present
Charles Schwab May 2012 - Present
Farmers Insurance January 2012 - August 2012
Vanguard July 2008 - January 2012
Vanguard October 2006 - July 2008
Vanguard July 2005 - October 2006
Skills
Options, Series 7, Risk Management, Securities, Series 6, Series 63, Problem Solving, Whole Life, Financial Analysis, Property & Casualty..., Term Life Insurance, Health Insurance, Anti Money Laundering, Due Diligence, Management, Reporting & Analysis
Education
Arizona State University 2001 — 2005
B.S., Business Administration
Arizona State University
Bachelor's of Science Degree, Business Administration and Management, General
Eric Nanneman's Charles Schwab Experience February 2004 - Present
Job Senior Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2004 - Present
Bank of America May 1997 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Team Building, Financial Analysis, Leadership, Strategy, Project Management
Education
Arizona State University 1991 — 1996
Bachelor of Arts (B.A.), English
Charles Schwab February 2004 - Present
Bank of America May 1997 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Team Building, Financial Analysis, Leadership, Strategy, Project Management
Education
Arizona State University 1991 — 1996
Bachelor of Arts (B.A.), English
David Dongell's Charles Schwab Experience February 2013 - June 2014
Job Specialized Investment Management at USAA
Industry Investment Management
Experience
USAA June 2014 - February 2015
Charles Schwab February 2013 - June 2014
Vanguard June 2012 - February 2013
South University June 2010 - November 2011
Skills
Series 7, Series 65, Series 6, Series 63, Time Management, Data Analysis, Microsoft Office, Customer Service, Leadership, Access, Financial Analysis, Data Entry, Research, Finance, Public Speaking, Process Improvement, Analysis, Outlook, Critical Thinking, Training, Strategic Planning, CRM, Investments, Microsoft Word, Healthcare
Education
Arizona State University 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
USAA June 2014 - February 2015
Charles Schwab February 2013 - June 2014
Vanguard June 2012 - February 2013
South University June 2010 - November 2011
Skills
Series 7, Series 65, Series 6, Series 63, Time Management, Data Analysis, Microsoft Office, Customer Service, Leadership, Access, Financial Analysis, Data Entry, Research, Finance, Public Speaking, Process Improvement, Analysis, Outlook, Critical Thinking, Training, Strategic Planning, CRM, Investments, Microsoft Word, Healthcare
Education
Arizona State University 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Dan Baus's Charles Schwab Experience June 2011 - Present
Job Restricted Stock Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Charles Schwab July 2007 - June 2011
Aig Advisor Group March 2006 - July 2007
Education
Arizona State University 2008 — 2010
Master of Business Administration, Finance
Bowling Green State University 2001 — 2005
Bachelor of Science and Business Administrations, Finance
Charles Schwab June 2011 - Present
Charles Schwab July 2007 - June 2011
Aig Advisor Group March 2006 - July 2007
Education
Arizona State University 2008 — 2010
Master of Business Administration, Finance
Bowling Green State University 2001 — 2005
Bachelor of Science and Business Administrations, Finance
Corinne York's Charles Schwab Experience 2002 - Present
Job Associate Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2002 - Present
Charles Schwab 1999 - 2002
Education
Arizona State University 1992 — 1996
BA, Psychology
Charles Schwab 2002 - Present
Charles Schwab 1999 - 2002
Education
Arizona State University 1992 — 1996
BA, Psychology
Daryl Walden's Charles Schwab Experience August 2004 - September 2009
Job Senior Operations Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Christiania Capital, LLC July 2010 - August 2013
Charles Schwab August 2004 - September 2009
Skills
Series 7, Series 9, Series 10, Series 63, Equities, Trading, FINRA, Securities, Series 24, Alternative Investments, Hedge Funds, Fixed Income, Investments, Bonds, Asset Allocation, Capital Markets, Mutual Funds, Investment Advisory, ETFs, Bloomberg, Options
Education
Arizona State University 2004 — 2009
B.S., Economics
Edward Jones August 2013 - Present
Christiania Capital, LLC July 2010 - August 2013
Charles Schwab August 2004 - September 2009
Skills
Series 7, Series 9, Series 10, Series 63, Equities, Trading, FINRA, Securities, Series 24, Alternative Investments, Hedge Funds, Fixed Income, Investments, Bonds, Asset Allocation, Capital Markets, Mutual Funds, Investment Advisory, ETFs, Bloomberg, Options
Education
Arizona State University 2004 — 2009
B.S., Economics
Darren Quigg's Charles Schwab Experience January 2013 - Present
Job Sr. Manager Product Mgmt/Mktng, Advisor Services Trust Outsourcing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab July 2010 - December 2012
Charles Schwab July 2008 - July 2010
Skills
CTFA, Series 7, Series 63, Series 9, Series 10, Business Analysis, Business Strategy, Integration, Business Requirements, Regression Testing, Trust Operations, Relationship Management
Education
Arizona State University 1995 — 1997
BS, Management
Charles Schwab January 2013 - Present
Charles Schwab July 2010 - December 2012
Charles Schwab July 2008 - July 2010
Skills
CTFA, Series 7, Series 63, Series 9, Series 10, Business Analysis, Business Strategy, Integration, Business Requirements, Regression Testing, Trust Operations, Relationship Management
Education
Arizona State University 1995 — 1997
BS, Management
Grant Joiner, CFP®'s Charles Schwab Experience October 2013 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Charles Schwab August 2012 - September 2013
Charles Schwab June 2011 - August 2012
Charles Schwab October 2009 - June 2011
Charles Schwab August 2007 - September 2009
Merrill Lynch January 2007 - July 2007
Education
Arizona State University 2003 — 2007
BS, Marketing
Arizona State University
Six Sigma Black Belt
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CMFC, Chartered Mutual Fund Counselor
Georgetown University
Executive Certificate in Financial Planning
Charles Schwab October 2013 - Present
Charles Schwab August 2012 - September 2013
Charles Schwab June 2011 - August 2012
Charles Schwab October 2009 - June 2011
Charles Schwab August 2007 - September 2009
Merrill Lynch January 2007 - July 2007
Education
Arizona State University 2003 — 2007
BS, Marketing
Arizona State University
Six Sigma Black Belt
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CMFC, Chartered Mutual Fund Counselor
Georgetown University
Executive Certificate in Financial Planning
Heidi Lawson's Charles Schwab Experience January 2000 - December 2001
Job
Industry
Experience
Dell February 2010 - April 2012
Dell October 2008 - February 2010
Dell April 2006 - October 2008
Wells Fargo February 2005 - March 2006
Lenscrafters March 2004 - December 2004
Charles Schwab January 2000 - December 2001
Lenscrafters May 1995 - January 2000
America West Airlines November 1996 - June 1998
Education
Arizona State University 1999 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
Scottsdale Community College 1992 — 1999
General
Arcadia High School 1989 — 1992
General
Granada Elementary 1979 — 1988
General
Dell February 2010 - April 2012
Dell October 2008 - February 2010
Dell April 2006 - October 2008
Wells Fargo February 2005 - March 2006
Lenscrafters March 2004 - December 2004
Charles Schwab January 2000 - December 2001
Lenscrafters May 1995 - January 2000
America West Airlines November 1996 - June 1998
Education
Arizona State University 1999 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
Scottsdale Community College 1992 — 1999
General
Arcadia High School 1989 — 1992
General
Granada Elementary 1979 — 1988
General
Christopher Markle's Charles Schwab Experience October 2011 - October 2012
Job Assistant Field Superintendent at M.A.G. Construction
Industry Financial Services
Experience
M.A.G. Construction July 2014 - Present
Arizona Air National Guard August 2004 - Present
General Atomics October 2012 - July 2014
Charles Schwab October 2011 - October 2012
ON Semiconductor January 2006 - October 2011
Medtronic Inc May 2005 - November 2006
Best Buy Co., Inc September 2004 - May 2005
United States Air Force (Holloman September 2000 - September 2004
Skills
Leadership, Six Sigma
Education
ITT Technical Institute 2000 — 2008
Arizona State University
Bachelor of Science W.P. Carey School of Business, Finance
Community College of the Air Force
Associates, Aircraft Armament Systems Technology
M.A.G. Construction July 2014 - Present
Arizona Air National Guard August 2004 - Present
General Atomics October 2012 - July 2014
Charles Schwab October 2011 - October 2012
ON Semiconductor January 2006 - October 2011
Medtronic Inc May 2005 - November 2006
Best Buy Co., Inc September 2004 - May 2005
United States Air Force (Holloman September 2000 - September 2004
Skills
Leadership, Six Sigma
Education
ITT Technical Institute 2000 — 2008
Arizona State University
Bachelor of Science W.P. Carey School of Business, Finance
Community College of the Air Force
Associates, Aircraft Armament Systems Technology
Janice Chavez's Charles Schwab Experience February 2012 - Present
Job Asset Transfer Services Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2012 - Present
Skills
Teamwork, Valuation, Mandarin, Accounting, Financial Analysis, Strategic Financial..., Financial Reporting, Account Reconciliation, Financial Accounting
Education
Arizona State University 2008 — 2010
Bachelor of Science, Accountancy
Sunrise Mountain 2004 — 2006
High School Diploma
Charles Schwab February 2012 - Present
Skills
Teamwork, Valuation, Mandarin, Accounting, Financial Analysis, Strategic Financial..., Financial Reporting, Account Reconciliation, Financial Accounting
Education
Arizona State University 2008 — 2010
Bachelor of Science, Accountancy
Sunrise Mountain 2004 — 2006
High School Diploma
Jeffrey Klever's Charles Schwab Experience 1998 - 2005
Job Senior Vice President Investments Investment Advisor
Industry Financial Services
Experience
The Mutual Fund Store November 2012 - Present
TD Ameritrade September 2007 - November 2012
Wells Fargo Investments May 2006 - September 2007
Charles Schwab 1998 - 2005
Skills
Series 3, series 4, Series 7, Series 8, Series 24, Series 63, Series 66, Sales, Sales Presentations, Investment Portfolio, Wealth Management, Trading, Derivatives, Options Strategies, Fixed Income, Public Speaking, Mutual Funds, Investments, Options, Retirement Planning, Personal Financial..., FINRA, Strategic Financial..., Financial Markets, Technical Analysis, Risk Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Investment Advisory, Alternative Investments, Equities, Finance, Financial Advisory, Investment Strategies, Social Security, Banking, Retirement, Financial Services, Bonds, Credit, Hedge Funds, 401k, Investment Management, Hedging, IRAs, Estate Planning, Stocks, Capital Markets
Education
Arizona State University
Bachelor of Science (B.S.), Finance
The Mutual Fund Store November 2012 - Present
TD Ameritrade September 2007 - November 2012
Wells Fargo Investments May 2006 - September 2007
Charles Schwab 1998 - 2005
Skills
Series 3, series 4, Series 7, Series 8, Series 24, Series 63, Series 66, Sales, Sales Presentations, Investment Portfolio, Wealth Management, Trading, Derivatives, Options Strategies, Fixed Income, Public Speaking, Mutual Funds, Investments, Options, Retirement Planning, Personal Financial..., FINRA, Strategic Financial..., Financial Markets, Technical Analysis, Risk Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Investment Advisory, Alternative Investments, Equities, Finance, Financial Advisory, Investment Strategies, Social Security, Banking, Retirement, Financial Services, Bonds, Credit, Hedge Funds, 401k, Investment Management, Hedging, IRAs, Estate Planning, Stocks, Capital Markets
Education
Arizona State University
Bachelor of Science (B.S.), Finance
Chris Stabile's Charles Schwab Experience August 2011 - January 2012
Job Buyer / Planner at Salt River Project
Industry Construction
Experience
Salt River Project January 2012 - Present
Charles Schwab August 2011 - January 2012
Treeline Design Group May 2007 - October 2008
Cintas May 2005 - May 2007
Education
Arizona State University
Bachelor of Science, Global Business and Leadership; Management
Salt River Project January 2012 - Present
Charles Schwab August 2011 - January 2012
Treeline Design Group May 2007 - October 2008
Cintas May 2005 - May 2007
Education
Arizona State University
Bachelor of Science, Global Business and Leadership; Management
Jo Ann Ogden's Charles Schwab Experience April 2004 - April 2015
Job Software Developer at Charles Schwab
Industry Financial Services
Experience
Retired and loving it! April 2015 - Present
Charles Schwab April 2004 - April 2015
Skills
SQL, DB2, Software Development
Education
Arizona State University 1968 — 1972
Bachelor of Engineering (B.E.)
City College of San Francisco
Retired and loving it! April 2015 - Present
Charles Schwab April 2004 - April 2015
Skills
SQL, DB2, Software Development
Education
Arizona State University 1968 — 1972
Bachelor of Engineering (B.E.)
City College of San Francisco
Jeffery Myers, MBA, MSCIS's Charles Schwab Experience August 1999 - April 2000
Job SemiRetired
Industry Management Consulting
Experience
Myers Consulting January 2008 - Present
Citi April 2011 - January 2012
Best Buy May 2009 - October 2011
Saint Leo University January 2011 - April 2011
School District of Hillsborough County December 2008 - January 2011
University of South Florida August 2007 - January 2008
IBM August 2004 - July 2007
IBM May 2001 - July 2004
Northern Arizona University April 2000 - April 2001
Charles Schwab August 1999 - April 2000
Skills
Fundraising, Data Mining, Non-profits, Team Building, Strategic Planning, Public Speaking, Event Planning, Organizational..., Microsoft Office, Coaching, Leadership Development, Data Analysis, Staff Development, Leadership, Program Management, Microsoft Excel, Process Improvement, Customer Service, Nonprofits, Marketing, Interviews, Community Outreach, Policy, Human Resources, Access, Time Management, Budgets, Market Research, Recruiting, Sales, Training, Employee Benefits, Customer Satisfaction, Payroll, Analysis, Management, Teamwork, Employee Relations, Change Management, Retail, Performance Management, Strategy, Workshop Facilitation, Project Management, Team Leadership, Social Networking, Employee Training, Management Consulting
Education
University of Arkansas - Sam M. Walton College of Business 2014 — 2015
Certificate, Business/Commerce, General
Fairleigh Dickinson University 2013 — 2013
Certificate, Veteran's Launching Ventures
Saint Leo University 2011 — 2011
Certificate, Six Sigma
ORACLE University 2007 — 2007
Certificate, PeopleSoft EPM Core & Technical Accelerated
University of Phoenix 2004 — 2005
Master of Science (M.S.), Computer Information Systems
University of Phoenix 2001 — 2004
Master of Business Administration (MBA), Global Management
Ottawa University 1995 — 1998
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Arizona State University 1996 — 1997
Diploma, Supervisory Academy
Arizona State University 1995 — 1996
Diploma, Leadership Academy
U.S. Army Intelligence Center and Schools, Ft Huachuca, Arizona 1985 — 1985
Diploma, Signal Security BTC Course
Myers Consulting January 2008 - Present
Citi April 2011 - January 2012
Best Buy May 2009 - October 2011
Saint Leo University January 2011 - April 2011
School District of Hillsborough County December 2008 - January 2011
University of South Florida August 2007 - January 2008
IBM August 2004 - July 2007
IBM May 2001 - July 2004
Northern Arizona University April 2000 - April 2001
Charles Schwab August 1999 - April 2000
Skills
Fundraising, Data Mining, Non-profits, Team Building, Strategic Planning, Public Speaking, Event Planning, Organizational..., Microsoft Office, Coaching, Leadership Development, Data Analysis, Staff Development, Leadership, Program Management, Microsoft Excel, Process Improvement, Customer Service, Nonprofits, Marketing, Interviews, Community Outreach, Policy, Human Resources, Access, Time Management, Budgets, Market Research, Recruiting, Sales, Training, Employee Benefits, Customer Satisfaction, Payroll, Analysis, Management, Teamwork, Employee Relations, Change Management, Retail, Performance Management, Strategy, Workshop Facilitation, Project Management, Team Leadership, Social Networking, Employee Training, Management Consulting
Education
University of Arkansas - Sam M. Walton College of Business 2014 — 2015
Certificate, Business/Commerce, General
Fairleigh Dickinson University 2013 — 2013
Certificate, Veteran's Launching Ventures
Saint Leo University 2011 — 2011
Certificate, Six Sigma
ORACLE University 2007 — 2007
Certificate, PeopleSoft EPM Core & Technical Accelerated
University of Phoenix 2004 — 2005
Master of Science (M.S.), Computer Information Systems
University of Phoenix 2001 — 2004
Master of Business Administration (MBA), Global Management
Ottawa University 1995 — 1998
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Arizona State University 1996 — 1997
Diploma, Supervisory Academy
Arizona State University 1995 — 1996
Diploma, Leadership Academy
U.S. Army Intelligence Center and Schools, Ft Huachuca, Arizona 1985 — 1985
Diploma, Signal Security BTC Course
Jaclyn Elke's Charles Schwab Experience July 2010 - January 2011
Job Senior Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Wilmington Trust January 2011 - August 2012
Charles Schwab July 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, Financial Services
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Business/Corporate Communications
Northern Trust August 2012 - Present
Wilmington Trust January 2011 - August 2012
Charles Schwab July 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, Financial Services
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Business/Corporate Communications
Elmer Connin's Charles Schwab Experience August 2011 - Present
Job Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Education
Arizona State University
Charles Schwab August 2011 - Present
Education
Arizona State University
Jeffrey Quinlan's Charles Schwab Experience October 1995 - January 1999
Job Senior Account Manager at Relevant Ads
Industry Internet
Experience
Relevant Ads August 2012 - Present
Affinity Financial Corporation - A Waterfield Company October 2006 - January 2011
ABI Corporation January 2005 - October 2006
Federated Investors, Inc. January 2001 - October 2005
Aetna January 1999 - September 2001
Charles Schwab October 1995 - January 1999
Skills
Online Advertising, Lead Generation, SEO, PPC, Social Media Marketing, Online Marketing, Sales, Strategic Partnerships, Digital Marketing, Social Media, Account Management, Web Analytics, SEM, Strategic Planning, E-commerce, Advertising, Email Marketing, Entrepreneurship, Direct Marketing, New Business Development, Customer Service, Marketing Strategy, Market Research, Facebook, Business Development, Digital Media, Analysis, Public Relations, Salesforce.com, Marketing Management, Marketing, Google Adwords
Education
Arizona State University 1991 — 1995
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
American School in Japan
Completed Fusion and Sequoia presentation and sales programs
Previously NASD/FINRA licensed Series 6,7 & 63
Relevant Ads August 2012 - Present
Affinity Financial Corporation - A Waterfield Company October 2006 - January 2011
ABI Corporation January 2005 - October 2006
Federated Investors, Inc. January 2001 - October 2005
Aetna January 1999 - September 2001
Charles Schwab October 1995 - January 1999
Skills
Online Advertising, Lead Generation, SEO, PPC, Social Media Marketing, Online Marketing, Sales, Strategic Partnerships, Digital Marketing, Social Media, Account Management, Web Analytics, SEM, Strategic Planning, E-commerce, Advertising, Email Marketing, Entrepreneurship, Direct Marketing, New Business Development, Customer Service, Marketing Strategy, Market Research, Facebook, Business Development, Digital Media, Analysis, Public Relations, Salesforce.com, Marketing Management, Marketing, Google Adwords
Education
Arizona State University 1991 — 1995
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
American School in Japan
Completed Fusion and Sequoia presentation and sales programs
Previously NASD/FINRA licensed Series 6,7 & 63
jeremiah Kaya's Charles Schwab Experience March 2013 - Present
Job Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab April 2008 - March 2013
Charles Schwab May 2008 - February 2010
Citi March 2002 - April 2008
Skills
CSPO, Agile & Waterfall..., Scrum, Retirement, Mutual Funds, Quality Assurance, Quality Control, Bank Reconciliation, Pega PRPC, Scrum Product Owner
Education
Arizona State University 1998 — 2006
Charles Schwab March 2013 - Present
Charles Schwab April 2008 - March 2013
Charles Schwab May 2008 - February 2010
Citi March 2002 - April 2008
Skills
CSPO, Agile & Waterfall..., Scrum, Retirement, Mutual Funds, Quality Assurance, Quality Control, Bank Reconciliation, Pega PRPC, Scrum Product Owner
Education
Arizona State University 1998 — 2006
Eric Montenegro's Charles Schwab Experience May 2007 - Present
Job Operations Sr. Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2007 - Present
Skills
Account Reconciliation, Banking, Securities, Broker-Dealer, Series 7, Fixed Income, Equities, Asset Management, Wealth Management
Education
Arizona State University 2001 — 2006
B.S. Economics, Accounting and Finance
Charles Schwab May 2007 - Present
Skills
Account Reconciliation, Banking, Securities, Broker-Dealer, Series 7, Fixed Income, Equities, Asset Management, Wealth Management
Education
Arizona State University 2001 — 2006
B.S. Economics, Accounting and Finance
Greg Krane's Charles Schwab Experience October 2011 - November 2012
Job Business Development Manager at HB Compliance Solutions
Industry Wireless
Experience
HB Compliance Solutions July 2013 - Present
Charles Schwab October 2011 - November 2012
Compliance Testing LLC January 2008 - October 2011
Skills
FCC, IC, Compliance, EMC compliance, Business Development, Portfolio Management, Financial Services, Management, Electronics, Telecommunications, Product Development, Product Management, Wireless, RF
Education
Arizona State University
Pre-Law Studies
Purdue University Calumet
Pre-Law/Communications
HB Compliance Solutions July 2013 - Present
Charles Schwab October 2011 - November 2012
Compliance Testing LLC January 2008 - October 2011
Skills
FCC, IC, Compliance, EMC compliance, Business Development, Portfolio Management, Financial Services, Management, Electronics, Telecommunications, Product Development, Product Management, Wireless, RF
Education
Arizona State University
Pre-Law Studies
Purdue University Calumet
Pre-Law/Communications
Howard Spielberg's Charles Schwab Experience January 2003 - October 2003
Job Regional Vice President Managed Account Solutions
Industry Financial Services
Experience
Fidelity Investments October 2003 - Present
Charles Schwab January 2003 - October 2003
Charles Schwab January 2000 - January 2003
Education
University of Arizona 2012 — 2013
Master of Business Administration (MBA) - Eller School of Management
Arizona State University 1997 — 1999
Bachelor of Science (B.S.), Economics
Gettysburg College 1995 — 1997
Fidelity Investments October 2003 - Present
Charles Schwab January 2003 - October 2003
Charles Schwab January 2000 - January 2003
Education
University of Arizona 2012 — 2013
Master of Business Administration (MBA) - Eller School of Management
Arizona State University 1997 — 1999
Bachelor of Science (B.S.), Economics
Gettysburg College 1995 — 1997
Joe Marrino's Charles Schwab Experience 1996 - 1999
Job PMO Director at CNA National
Industry Insurance
Experience
CNA National 2010 - Present
CSAA Insurance Group 2007 - 2010
eDonor 2006 - 2007
Ocular Sciences 2001 - 2005
Arthur Andersen 2000 - 2001
Charles Schwab 1996 - 1999
Skills
Project Management, Resource Management, Project Portfolio..., MS Project, Business Intelligence, Business Process..., Business Requirements, PMO, PMO set-up, PMO Development, Analysis, Requirements Analysis, Business Process Mapping, Business Analysis, Microsoft Project, Management, SDLC, Process Improvement, Leadership, Business Process, Visio, Team Building, Program Management, Consulting, Vendor Management, Software Project..., Requirements Gathering, PMP, Risk Management, Customer Service
Education
University of Louisiana at Monroe 2013 — 2017
Master's Degree (MBA), Business Administration
The George Washington University 2008 — 2010
Master's Certificate, Project Management
Arizona State University 1991 — 1995
Bachelor of Science (BS), Business / Finance
CNA National 2010 - Present
CSAA Insurance Group 2007 - 2010
eDonor 2006 - 2007
Ocular Sciences 2001 - 2005
Arthur Andersen 2000 - 2001
Charles Schwab 1996 - 1999
Skills
Project Management, Resource Management, Project Portfolio..., MS Project, Business Intelligence, Business Process..., Business Requirements, PMO, PMO set-up, PMO Development, Analysis, Requirements Analysis, Business Process Mapping, Business Analysis, Microsoft Project, Management, SDLC, Process Improvement, Leadership, Business Process, Visio, Team Building, Program Management, Consulting, Vendor Management, Software Project..., Requirements Gathering, PMP, Risk Management, Customer Service
Education
University of Louisiana at Monroe 2013 — 2017
Master's Degree (MBA), Business Administration
The George Washington University 2008 — 2010
Master's Certificate, Project Management
Arizona State University 1991 — 1995
Bachelor of Science (BS), Business / Finance
Eric Litchfield Litchfield's Charles Schwab Experience January 2007 - Present
Job Resolution Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
Charles Schwab March 2005 - January 2007
Charles Schwab March 2000 - March 2005
Education
Arizona State University
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Charles Schwab January 2007 - Present
Charles Schwab March 2005 - January 2007
Charles Schwab March 2000 - March 2005
Education
Arizona State University
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Daniel Gasper's Charles Schwab Experience September 2009 - August 2010
Job Regional Director at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management January 2015 - Present
Voya Investment Management September 2012 - December 2014
ING Investment Management August 2010 - September 2012
Charles Schwab September 2009 - August 2010
ING Investment Management January 2008 - April 2009
ING Investment Management March 2006 - December 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Variable Annuities, Asset Allocation, Portfolio Management, Financial Advisory
Education
Arizona State University
Bachelor of Science (BS), Business Administration and Management, General
Voya Investment Management January 2015 - Present
Voya Investment Management September 2012 - December 2014
ING Investment Management August 2010 - September 2012
Charles Schwab September 2009 - August 2010
ING Investment Management January 2008 - April 2009
ING Investment Management March 2006 - December 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Variable Annuities, Asset Allocation, Portfolio Management, Financial Advisory
Education
Arizona State University
Bachelor of Science (BS), Business Administration and Management, General
Diane Ehrman's Charles Schwab Experience 2007 - 2011
Job
Industry Health, Wellness and Fitness
Experience
Charles Schwab 2007 - 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Phone Etiquette
Education
Arizona State University 1998 — 2007
Bachelor of Arts (BA), History
Arizona State University 1998 — 2007
Bachelor's Degree, Religion/Religious Studies
Charles Schwab 2007 - 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Phone Etiquette
Education
Arizona State University 1998 — 2007
Bachelor of Arts (BA), History
Arizona State University 1998 — 2007
Bachelor's Degree, Religion/Religious Studies
Jerome Cooks's Charles Schwab Experience December 2006 - October 2008
Job Human Resource Coordinator at Arizona State University
Industry Higher Education
Experience
Arizona State University June 2015 - Present
Arizona State University June 2013 - Present
Apria Healthcare August 2009 - February 2013
Charles Schwab December 2006 - October 2008
Bank of America August 2004 - December 2006
Education
Arizona State University 2013 — 2015
Bachelor of Science (BS), Liberal Studies
Phoenix College 2001 — 2003
Associate's degree, General Studies
Arizona State University June 2015 - Present
Arizona State University June 2013 - Present
Apria Healthcare August 2009 - February 2013
Charles Schwab December 2006 - October 2008
Bank of America August 2004 - December 2006
Education
Arizona State University 2013 — 2015
Bachelor of Science (BS), Liberal Studies
Phoenix College 2001 — 2003
Associate's degree, General Studies
Jeffrey Dupuis's Charles Schwab Experience July 2014 - Present
Job Manager Trading & Transfer of Assets at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab January 2008 - July 2014
Granite State Management & Resources November 2001 - July 2005
Skills
Securities, Banking, Business Process, Relationship Management
Education
Arizona State University 2005 — 2007
Bachelor of Science (B.S.), Exercise and Wellness
Green Mountain College 1996 — 2000
Bachelor of Science (B.S.), Business
Charles Schwab July 2014 - Present
Charles Schwab January 2008 - July 2014
Granite State Management & Resources November 2001 - July 2005
Skills
Securities, Banking, Business Process, Relationship Management
Education
Arizona State University 2005 — 2007
Bachelor of Science (B.S.), Exercise and Wellness
Green Mountain College 1996 — 2000
Bachelor of Science (B.S.), Business
George Loeffler's Charles Schwab Experience 2006 - 2008
Job Regional Manager at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group February 2010 - Present
Ice Cream Planet 2008 - 2009
Charles Schwab 2006 - 2008
Congess Street Financial 2004 - 2006
Scottrade 2000 - 2004
U.S. Bank 1996 - 2000
Olde Stockbrokers 1994 - 1994
Skills
Financial Services, Series 7, Series 4, Series 53, Series 24, Series 66, Series 63
Education
Arizona State University
Bachelor's Degree, Business Administration
Phi Delta Theta
AIG Advisor Group February 2010 - Present
Ice Cream Planet 2008 - 2009
Charles Schwab 2006 - 2008
Congess Street Financial 2004 - 2006
Scottrade 2000 - 2004
U.S. Bank 1996 - 2000
Olde Stockbrokers 1994 - 1994
Skills
Financial Services, Series 7, Series 4, Series 53, Series 24, Series 66, Series 63
Education
Arizona State University
Bachelor's Degree, Business Administration
Phi Delta Theta
Chris Booher's Charles Schwab Experience August 2015 - Present
Job Cashiering Senior Specialist
Industry Investment Management
Experience
Charles Schwab August 2015 - Present
American Funds January 2006 - June 2015
Skills
Customer Service, Microsoft Office, Mutual Funds, Customer Satisfaction, Investors, Financial Services, Workflow Management, Operations Management, Management, Risk Management, Business Analysis, Microsoft Excel, Team Building, Project Management, Leadership
Education
Arizona State University 2001 — 2005
Global Business, Finance, Global Business - Finance
Charles Schwab August 2015 - Present
American Funds January 2006 - June 2015
Skills
Customer Service, Microsoft Office, Mutual Funds, Customer Satisfaction, Investors, Financial Services, Workflow Management, Operations Management, Management, Risk Management, Business Analysis, Microsoft Excel, Team Building, Project Management, Leadership
Education
Arizona State University 2001 — 2005
Global Business, Finance, Global Business - Finance
Frances Chavez's Charles Schwab Experience May 2015 - Present
Job
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Envision Healthcare Corporation September 2013 - May 2015
USAA April 2012 - September 2013
Real Estate Agent July 2007 - April 2012
Education
Arizona State University 2012 — 2016
Bachelor of Arts (B.A.), Business/Corporate Communications
The Bryman School of Arizona 1997 — 1998
Associate's degree, Medical Office Management/Administration
Charles Schwab May 2015 - Present
Envision Healthcare Corporation September 2013 - May 2015
USAA April 2012 - September 2013
Real Estate Agent July 2007 - April 2012
Education
Arizona State University 2012 — 2016
Bachelor of Arts (B.A.), Business/Corporate Communications
The Bryman School of Arizona 1997 — 1998
Associate's degree, Medical Office Management/Administration
Dallas Cheatham's Charles Schwab Experience January 1993 - Present
Job Manager, Trading Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1993 - Present
Education
Arizona State University 1987 — 1991
Bachelor’s Degree, College of Engineering
Charles Schwab January 1993 - Present
Education
Arizona State University 1987 — 1991
Bachelor’s Degree, College of Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank